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: 0001314376
申报总市值
US$6.5亿
US$6.5亿
86 檔
24.3%
在 Q4 2025 的 13F 官方备案中，Broderick Brian C 管理的美股投资组合规模来到 US$6.5亿，整体持股档数为 86 档。
在 Q4 2025，Broderick Brian C 展现出较为审慎的避险与获利了结姿态。本季共减仓 21 个仓位并完全清仓 2 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，Broderick Brian C 的前 5 大核心持股（包含 GOOGL, NVDA, AAPL 等）合计占整体申报市值的 24.3%，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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 8.08% | +0.21% | -2.35% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.90% | -0.37% | -2.02% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.79% | -0.25% | -1.16% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.85% | -0.49% | +0.03% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 4.04% | +4.72% | -1.37% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 3.85% | -0.41% | -0.22% | |
| 7 | ADI | Analog Devices Inc | 股票-科技 | 3.84% | +0.03% | -0.32% | |
| 8 | RTX | Rtx CORP | 股票-工业 | 3.66% | -0.65% | -0.68% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.17% | -0.02% | +0.01% | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 3.04% | -0.61% | -0.16% | |
| 11 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.86% | -0.58% | -0.13% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.74% | -0.36% | -0.20% | |
| 13 | DHR | Danaher CORP | 股票-医疗保健 | 2.72% | -0.37% | +0.76% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.67% | -0.36% | +0.03% | |
| 15 | ROK | Rockwell Automation Inc | 股票-工业 | 2.65% | +0.46% | -0.04% | |
| 16 | ADP | Automatic Data Processing | 股票-科技 | 2.54% | -0.12% | -0.06% | |
| 17 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.49% | +0.05% | -0.00% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 2.24% | -0.18% | +0.13% | |
| 19 | ATR | Aptargroup Inc | 股票-医疗保健 | 1.94% | -0.36% | +0.06% | |
| 20 | XYL | Xylem Inc | 股票-工业 | 1.81% | -0.24% | -0.15% | |
| 21 | FPACX | Fpa Crescent Fund-inst | 股票-其他 | 1.72% | -0.16% | +8.42% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.67% | +0.62% | +9.61% | |
| 23 | BPIRX | Boston Part L/s Research-ins | 股票-其他 | 1.57% | -0.15% | +10.62% | |
| 24 | NLSIX | Neubergr Long Shrt Fund-inst | 股票-其他 | 1.50% | -0.18% | +0.05% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.47% | -0.04% | -0.28% | |
| 26 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.43% | -0.01% | -0.18% | |
| 27 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 股票-其他 | 1.34% | -0.19% | — | |
| 28 | ARIMX | Amg Rr Smid Val-i | 股票-其他 | 1.27% | -0.11% | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.08% | -0.41% | — | |
| 30 | FISV | Fiserv Inc | 股票-其他 | 1.03% | -0.71% | -10.27% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.89% | +0.54% | — | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | +1.22% | +24.87% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.37% | — | |
| 34 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.74% | -0.12% | -39.54% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.69% | +0.14% | +34.61% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | -0.02% | — | |
| 37 | UBER | Uber Technologies Inc | 股票-工业 | 0.62% | -0.05% | +34.30% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.60% | -0.01% | — | |
| 39 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.58% | — | -0.34% | |
| 40 | UNP | Union Pacific CORP | 股票-工业 | 0.48% | -0.02% | — | |
| 41 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.44% | -0.05% | +76.14% | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.44% | -0.02% | — | |
| 43 | ZS | Zscaler Inc | 股票-科技 | 0.43% | -0.04% | — | |
| 44 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.38% | -0.02% | +7.95% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.36% | -0.01% | -2.60% | |
| 46 | NU | Nu Holdings Ltd. | 股票-金融 | 0.36% | -0.06% | +21.26% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.36% | -0.22% | -0.59% | |
| 48 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.30% | -0.02% | -5.21% | |
| 49 | TT | Trane Technologies plc | 股票-工业 | 0.28% | — | — | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.27% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.6% | -2.35% | 减仓 |
| 2 | AMD | Advanced Micro Devices | +0.9% | -1.37% | 减仓 |
| 3 | LLY | Eli Lilly & Co | +0.6% | +9.61% | 加仓 |
| 4 | DHR | Danaher CORP | +0.4% | +0.76% | 加仓 |
| 5 | ADI | Analog Devices Inc | +0.3% | -0.32% | 减仓 |
| 6 | AAPL | Apple Inc | +0.3% | -1.16% | 减仓 |
| 7 | RTX | Rtx CORP | +0.3% | -0.68% | 减仓 |
| 8 | AMAT | Applied Materials Inc | +0.3% | +24.87% | 加仓 |
| 9 | JNJ | Johnson & Johnson | +0.3% | -0.20% | 减仓 |
| 10 | ROK | Rockwell Automation Inc | +0.3% | -0.04% | 减仓 |
| 11 | AXP | American Express Co | +0.2% | +34.61% | 加仓 |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | +76.14% | 加仓 |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | -0.28% | 减仓 |
| 14 | TJX | Tjx Companies Inc | +0.2% | -0.16% | 减仓 |
| 15 | AMZN | Amazon.com Inc | +0.1% | +0.01% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | — | 不变 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | — | 不变 |
| 18 | NU | Nu Holdings Ltd. | +0.1% | +21.26% | 加仓 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | — | 不变 |
| 20 | UBER | Uber Technologies Inc | +0.1% | +34.30% | 加仓 |
| 21 | ABNB | Airbnb Inc-class A | +0.1% | +7.95% | 加仓 |
| 22 | CNI | Canadian Natl Railway Co | +0.1% | -0.18% | 减仓 |
| 23 | FPACX | Fpa Crescent Fund-inst | 0% | +8.42% | 加仓 |
| 24 | BPIRX | Boston Part L/s Research-ins | 0% | +10.62% | 加仓 |
| 25 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 0% | — | 不变 |
| 26 | BMY | Bristol-myers Squibb Co | 0% | — | 不变 |
| 27 | INTC | Intel CORP | 0% | -30.63% | 减仓 |
| 28 | TT | Trane Technologies plc | 0% | — | 不变 |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | 不变 |
| 30 | ARIMX | Amg Rr Smid Val-i | 0% | — | 不变 |
| 31 | HUBS | Hubspot Inc | 0% | — | 不变 |
| 32 | NOW | Servicenow Inc | 0% | +400.00% | 加仓 |
| 33 | SBGSY | Schneider Elect Se-unsp Adr | -0.1% | -0.00% | 减仓 |
| 34 | ZS | Zscaler Inc | -0.1% | — | 不变 |
| 35 | XYL | Xylem Inc | -0.2% | -0.15% | 减仓 |
| 36 | NVDA | Nvidia CORP | -0.2% | -2.02% | 减仓 |
| 37 | ATR | Aptargroup Inc | -0.2% | +0.06% | 加仓 |
| 38 | ABT | Abbott Laboratories | -0.2% | -0.13% | 减仓 |
| 39 | PG | Procter & Gamble Co/the | -0.2% | +0.03% | 加仓 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -82.96% | 减仓 |
| 41 | MSFT | Microsoft CORP | -0.4% | +0.03% | 加仓 |
| 42 | ADP | Automatic Data Processing | -0.4% | -0.06% | 减仓 |
| 43 | HD | Home Depot Inc | -0.4% | +0.13% | 加仓 |
| 44 | UNH | Unitedhealth Group Inc | -0.5% | -39.54% | 减仓 |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | -0.7% | -89.79% | 减仓 |
| 46 | CARR | Carrier Global CORP | -1% | -88.34% | 减仓 |
| 47 | FISV | Fiserv Inc | -1.2% | -10.27% | 减仓 |
| 48 | CRM | Salesforce Inc | — | EXIT | 清仓 |
| 49 | AVGO | Broadcom Inc | — | NEW | 新建仓 |
| 50 | ADBE | Adobe Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Broderick Brian C 在 Q4 2025 季度的美股持仓总市值约为 US$6.5亿，共申报了 86 个公开持股仓位。
在 Q4 2025 季度，Broderick Brian C 按市值排列的前三大核心持股分别为：GOOGL (8.1%)、NVDA (6.9%)、AAPL (5.8%)。其中最大持股仓位 GOOGL 占据整体投资组合约 8.1% 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
AVGO
市值: US$78.3万
本季最大获利了结 / 清仓标的
CRM
前期市值: US$247.3万
在 Q4 2025 季度中，Broderick Brian C 共进行了 40 项持仓异动，包含新建仓 1 个仓位、加仓 16 个仓位、减仓 21 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AVGO。 本季清仓仓位包含 CRM。
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。