13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001712686
申报总市值
US$5.2亿
US$5.2亿
112 檔
25.7%
根据最新整理的 13F 季度数据集，Broadleaf Partners, LLC 于 Q1 2026 结束时的管理资产规模为 US$5.2亿。该机构在本季度申报了 112 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Broadleaf Partners, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 47 个仓位并完全清仓 0 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Broadleaf Partners, LLC 的前 5 大核心持股（包含 , NVDA, AAPL 等）合计占整体申报市值的 25.7%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | 股票-其他 | 7.40% | — | -3.24% | ||
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.40% | -0.43% | — | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.40% | -0.16% | -3.05% | |
| 4 | ✓ | 股票-其他 | 5.37% | — | -3.51% | ||
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.37% | +1.36% | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 5.13% | -2.14% | -2.74% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.10% | -0.25% | -4.11% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.05% | -0.25% | +11.94% | |
| 9 | ✓ | 股票-其他 | 3.93% | — | -3.31% | ||
| 10 | VRT | Vertiv Holdings Co-a | 股票-工业 | 3.93% | -0.90% | — | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 3.85% | -0.20% | +3.83% | |
| 12 | ✓ | 股票-其他 | 3.37% | — | -2.95% | ||
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.37% | -0.67% | — | |
| 14 | ✓ | 股票-其他 | 3.36% | — | +14.08% | ||
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.36% | -1.29% | — | |
| 16 | ✓ | 股票-其他 | 2.74% | — | +28.48% | ||
| 17 | NFLX | Netflix Inc | 股票-通信服务 | 2.74% | -2.74% | EXIT | |
| 18 | ✓ | 股票-其他 | 2.64% | — | -3.28% | ||
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.64% | -0.15% | — | |
| 20 | ANET | Arista Networks Inc | 股票-科技 | 2.62% | +0.21% | -4.12% | |
| 21 | ✓ | 股票-其他 | 2.47% | — | -29.08% | ||
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.47% | +0.05% | — | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.13% | -0.01% | -23.44% | |
| 24 | PWR | Quanta Services Inc | 股票-工业 | 2.09% | +0.26% | -3.70% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.04% | -0.82% | -2.08% | |
| 26 | ✓ | 股票-其他 | 1.95% | — | -2.95% | ||
| 27 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.95% | -1.01% | — | |
| 28 | ✓ | 股票-其他 | 1.95% | — | -2.97% | ||
| 29 | MA | Mastercard Inc - A | 股票-金融 | 1.95% | -0.69% | — | |
| 30 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.95% | +2.01% | +45.45% | |
| 31 | ✓ | 股票-其他 | 1.86% | — | -3.70% | ||
| 32 | TSLA | Tesla Inc | 股票-周期性消费 | 1.86% | +0.74% | — | |
| 33 | CTAS | Cintas CORP | 股票-工业 | 1.74% | -1.69% | -3.83% | |
| 34 | URI | United Rentals Inc | 股票-工业 | 1.69% | +0.55% | -3.34% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.61% | +0.01% | -2.12% | |
| 36 | ✓ | 股票-其他 | 1.55% | — | -3.00% | ||
| 37 | UBER | Uber Technologies Inc | 股票-工业 | 1.55% | -1.55% | EXIT | |
| 38 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 1.37% | +0.07% | -3.68% | |
| 39 | ✓ | 股票-其他 | 1.37% | — | -2.82% | ||
| 40 | NOW | Servicenow Inc | 股票-科技 | 1.37% | -1.37% | EXIT | |
| 41 | ✓ | 股票-其他 | 1.24% | — | -3.21% | ||
| 42 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 1.24% | +0.14% | — | |
| 43 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.19% | +1.18% | -15.19% | |
| 44 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.19% | -1.19% | EXIT | |
| 45 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.06% | -1.06% | EXIT | |
| 46 | ✓ | 股票-其他 | 1.05% | — | -3.14% | ||
| 47 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.05% | +0.92% | — | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.98% | -0.06% | -0.99% | |
| 49 | APP | Applovin Corp-class A | 股票-科技 | 0.90% | +0.85% | +23.49% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.80% | +0.04% | -4.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.6% | -3.31% | 减仓 | |
| 2 | SCHF | Schwab Intl Equity ETF | +1.1% | +11.94% | 加仓 |
| 3 | ✓ | +1.1% | +14.08% | 加仓 | |
| 4 | ✓ | +0.9% | +28.48% | 加仓 | |
| 5 | PWR | Quanta Services Inc | +0.6% | -3.70% | 减仓 |
| 6 | LLY | Eli Lilly & Co | +0.5% | +45.45% | 加仓 |
| 7 | ✓ | +0.3% | +268.58% | 加仓 | |
| 8 | ✓ | +0.3% | -3.21% | 减仓 | |
| 9 | ARM | Arm Holdings Plc-adr | +0.3% | -15.19% | 减仓 |
| 10 | SCHM | Schwab US Mid Cap ETF | +0.2% | -2.12% | 减仓 |
| 11 | JNJ | Johnson & Johnson | +0.1% | +5.14% | 加仓 |
| 12 | VTV | Vanguard Value ETF | +0.1% | -0.99% | 减仓 |
| 13 | AVGO | Broadcom Inc | +0.1% | +3.83% | 加仓 |
| 14 | BALL | Ball CORP | +0.1% | — | 不变 |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | -2.73% | 减仓 |
| 16 | ✓ | +0.1% | -0.48% | 减仓 | |
| 17 | SCHA | Schwab US Small-cap ETF | +0.1% | -4.85% | 减仓 |
| 18 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +6.37% | 加仓 |
| 19 | TXRH | Texas Roadhouse Inc | 0% | -3.43% | 减仓 |
| 20 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 21 | NOC | Northrop Grumman CORP | 0% | — | 不变 |
| 22 | CVX | Chevron CORP | 0% | — | 不变 |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | +2.60% | 加仓 |
| 24 | PEP | Pepsico Inc | 0% | — | 不变 |
| 25 | PG | Procter & Gamble Co/the | 0% | -0.05% | 减仓 |
| 26 | VTI | Vanguard Total Stock Mkt ETF | 0% | +4.24% | 加仓 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.04% | 减仓 |
| 28 | ✓ | 0% | — | 不变 | |
| 29 | FE | Firstenergy CORP | 0% | — | 不变 |
| 30 | ✓ | 0% | — | 不变 | |
| 31 | HD | Home Depot Inc | 0% | -0.16% | 减仓 |
| 32 | ECHO | Echostar Corp-a | 0% | — | 不变 |
| 33 | VWO | Vanguard Ftse Emerging Marke | 0% | -5.27% | 减仓 |
| 34 | ITW | Illinois Tool Works | 0% | — | 不变 |
| 35 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 36 | MCD | Mcdonald's CORP | 0% | — | 不变 |
| 37 | ✓ | 0% | — | 不变 | |
| 38 | NSC | Norfolk Southern CORP | 0% | — | 不变 |
| 39 | ✓ | — | -3.24% | 减仓 | |
| 40 | AAPL | Apple Inc | — | -3.05% | 减仓 |
| 41 | QQQ | Invesco Qqq Trust Series 1 | — | -3.08% | 减仓 |
| 42 | DIS | Walt Disney Co/the | — | -3.36% | 减仓 |
| 43 | MS | Morgan Stanley | — | — | 不变 |
| 44 | HBAN | Huntington Bancshares Inc | — | — | 不变 |
| 45 | ✓ | — | — | 不变 | |
| 46 | ✓ | — | — | 不变 | |
| 47 | ✓ | — | — | 不变 | |
| 48 | SCHW | Schwab (charles) CORP | — | — | 不变 |
| 49 | SCHD | Schwab US Dvd Equity ETF | — | -15.52% | 减仓 |
| 50 | ✓ | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Broadleaf Partners, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$5.2亿，共申报了 112 个公开持股仓位。
在 Q1 2026 季度，Broadleaf Partners, LLC 按市值排列的前三大核心持股分别为： (7.4%)、NVDA (7.4%)、AAPL (5.4%)。其中最大持股仓位 占据整体投资组合约 7.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
市值: US$22.3万
本季最大获利了结 / 清仓标的
前期市值: US$3508.6万
在 Q1 2026 季度中，Broadleaf Partners, LLC 共进行了 60 项持仓异动，包含新建仓 2 个仓位、加仓 11 个仓位、减仓 47 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。