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: 0001512978
申报总市值
US$1.8亿
US$1.8亿
61 檔
44.5%
Q2 2026 季度申报显示，Brookmont Capital Management 披露的美股组合总市值为 US$1.8亿，涵盖 61 个不同之权益投资仓位。
在 Q2 2026，Brookmont Capital Management 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 32 个既有持股进行加仓（合计增持 38 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Brookmont Capital Management 的前 5 大核心持股（包含 HD, JPM, ADI 等）合计占整体申报市值的 44.5%，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 | HD | Home Depot Inc | 股票-周期性消费 | 30.75% | -4.51% | +0.03% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.08% | -0.41% | +0.22% | |
| 3 | ADI | Analog Devices Inc | 股票-科技 | 2.81% | +0.18% | +2.29% | |
| 4 | AZN | AstraZeneca PLC | 股票-医疗保健 | 2.69% | -0.19% | +1.57% | |
| 5 | LHX | L3harris Technologies Inc | 股票-工业 | 2.69% | -0.35% | -0.40% | |
| 6 | Q | Qnity Electronics Inc | 股票-科技 | 2.64% | -0.47% | +2.64% | |
| 7 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 2.56% | +0.65% | +0.37% | |
| 8 | SHEL | Shell Plc-adr | 股票-能源 | 2.50% | +0.11% | -0.67% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | +1.18% | +13.93% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 2.18% | -0.04% | +0.51% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.02% | -0.19% | +0.23% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.94% | +0.18% | +38.60% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 1.94% | -0.41% | -0.64% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.90% | +0.78% | +0.44% | |
| 15 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.90% | +0.11% | -6.58% | |
| 16 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.82% | +0.67% | +0.45% | |
| 17 | EQIX | Equinix Inc | 股票-房地产 | 1.80% | +0.05% | +0.28% | |
| 18 | NTES | Netease Inc-adr | 股票-通信服务 | 1.75% | +0.02% | +137.12% | |
| 19 | PNC | Pnc Financial Services Group | 股票-金融 | 1.67% | -0.22% | -0.14% | |
| 20 | MCHP | Microchip Technology Inc | 股票-科技 | 1.60% | -0.18% | -1.70% | |
| 21 | COP | Conocophillips | 股票-能源 | 1.58% | -0.67% | -0.02% | |
| 22 | WM | Waste Management Inc | 股票-工业 | 1.54% | -0.04% | +0.02% | |
| 23 | SOLS | Solstice Adv Materials Inc | 股票-原材料 | 1.50% | +0.19% | -0.86% | |
| 24 | TEL | TE Connectivity plc | 股票-科技 | 1.48% | +0.17% | +0.23% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.27% | -0.07% | -0.77% | |
| 26 | ✓ | 股票-其他 | 1.25% | +0.50% | — | ||
| 27 | ✓ | 股票-其他 | 1.20% | -0.30% | — | ||
| 28 | ✓ | 股票-其他 | 1.17% | +0.47% | — | ||
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 1.09% | +0.06% | -0.80% | |
| 30 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.08% | -1.08% | EXIT | |
| 31 | RTX | Rtx CORP | 股票-工业 | 1.00% | +0.03% | -0.51% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.23% | +3.08% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.98% | -0.08% | -55.14% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.96% | -0.01% | -0.34% | |
| 35 | XYL | Xylem Inc | 股票-工业 | 0.89% | +0.78% | — | |
| 36 | SRE | Sempra | 股票-公用事业 | 0.86% | -0.09% | +0.40% | |
| 37 | EVRG | Evergy Inc | 股票-公用事业 | 0.85% | -0.03% | -0.26% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.71% | +0.07% | +2.25% | |
| 39 | CME | Cme Group Inc | 股票-金融 | 0.67% | +0.17% | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | -0.01% | +4.29% | |
| 41 | EMN | Eastman Chemical Co | 股票-原材料 | 0.57% | -0.57% | EXIT | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | +0.06% | -7.70% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | -0.02% | +3.12% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.40% | +0.04% | +148.87% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | +0.02% | -9.15% | |
| 46 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.31% | -0.07% | +6.94% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.30% | +0.04% | -13.22% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.30% | +0.08% | — | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.29% | +0.01% | +7.57% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.27% | — | -12.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.3% | NEW | 新建仓 | |
| 2 | ✓ | +1.2% | NEW | 新建仓 | |
| 3 | ✓ | +1.2% | NEW | 新建仓 | |
| 4 | NTES | Netease Inc-adr | +1.1% | +137.12% | 加仓 |
| 5 | XYL | Xylem Inc | +0.9% | NEW | 新建仓 |
| 6 | HD | Home Depot Inc | +0.8% | +0.03% | 加仓 |
| 7 | Q | Qnity Electronics Inc | +0.7% | +2.64% | 加仓 |
| 8 | CME | Cme Group Inc | +0.7% | NEW | 新建仓 |
| 9 | JNJ | Johnson & Johnson | +0.5% | +38.60% | 加仓 |
| 10 | ADI | Analog Devices Inc | +0.5% | +2.29% | 加仓 |
| 11 | MCHP | Microchip Technology Inc | +0.4% | -1.70% | 减仓 |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | NEW | 新建仓 |
| 13 | QCOM | Qualcomm Inc | +0.3% | -0.80% | 减仓 |
| 14 | MSFT | Microsoft CORP | +0.2% | +13.93% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +0.22% | 加仓 |
| 16 | BAC | Bank Of America CORP | +0.2% | -0.64% | 减仓 |
| 17 | PNC | Pnc Financial Services Group | +0.2% | -0.14% | 减仓 |
| 18 | SOLS | Solstice Adv Materials Inc | +0.1% | -0.86% | 减仓 |
| 19 | NVDA | Nvidia CORP | +0.1% | +3.08% | 加仓 |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.25% | 加仓 |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.29% | 加仓 |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.12% | 加仓 |
| 23 | AVGO | Broadcom Inc | +0.1% | +7.57% | 加仓 |
| 24 | EQIX | Equinix Inc | 0% | +0.28% | 加仓 |
| 25 | AAPL | Apple Inc | 0% | +12.04% | 加仓 |
| 26 | AMZN | Amazon.com Inc | 0% | +5.06% | 加仓 |
| 27 | CTAS | Cintas CORP | 0% | +19.03% | 加仓 |
| 28 | COST | Costco Wholesale CORP | 0% | +27.65% | 加仓 |
| 29 | LOW | Lowe's Cos Inc | 0% | +24.55% | 加仓 |
| 30 | EVRG | Evergy Inc | 0% | -0.26% | 减仓 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不变 |
| 32 | SCI | Service CORP International | 0% | +23.40% | 加仓 |
| 33 | WFC | Wells Fargo & Co | — | +0.51% | 加仓 |
| 34 | SYK | Stryker CORP | 0% | -0.10% | 减仓 |
| 35 | BWXT | Bwx Technologies Inc | 0% | +6.94% | 加仓 |
| 36 | DIS | Walt Disney Co/the | 0% | -0.42% | 减仓 |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | -9.15% | 减仓 |
| 38 | VIG | Vanguard Dividend Apprec ETF | 0% | -12.07% | 减仓 |
| 39 | BIV | Vanguard Intermediate-term B | -0.1% | -14.14% | 减仓 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | +0.44% | 加仓 |
| 41 | BSV | Vanguard Short-term Bond ETF | -0.1% | -13.22% | 减仓 |
| 42 | XOM | Exxon Mobil CORP | -0.1% | — | 不变 |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.1% | -7.70% | 减仓 |
| 44 | RTX | Rtx CORP | -0.1% | -0.51% | 减仓 |
| 45 | SRE | Sempra | -0.1% | +0.40% | 加仓 |
| 46 | EMN | Eastman Chemical Co | -0.1% | +1.92% | 加仓 |
| 47 | AJG | Arthur J Gallagher & Co | -0.1% | -6.58% | 减仓 |
| 48 | TEL | TE Connectivity plc | -0.1% | +0.23% | 加仓 |
| 49 | WM | Waste Management Inc | -0.1% | +0.02% | 加仓 |
| 50 | IWD | Ishares Russell 1000 Value E | -0.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Brookmont Capital Management 在 Q2 2026 季度的美股持仓总市值约为 US$1.8亿，共申报了 61 个公开持股仓位。
在 Q2 2026 季度，Brookmont Capital Management 按市值排列的前三大核心持股分别为：HD (30.8%)、JPM (3.1%)、ADI (2.8%)。其中最大持股仓位 HD 占据整体投资组合约 30.8% 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$233.3万
本季最大获利了结 / 清仓标的
HON
前期市值: US$456.4万
在 Q2 2026 季度中，Brookmont Capital Management 共进行了 63 项持仓异动，包含新建仓 6 个仓位、加仓 32 个仓位、减仓 21 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。