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。
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CIK: 0001908893
申报总市值
US$2.0亿
US$2.0亿
38 檔
35.9%
根据最新整理的 13F 季度数据集，McBroom & Associates, LLC 于 Q4 2025 结束时的管理资产规模为 US$2.0亿。该机构在本季度申报了 38 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2025，McBroom & Associates, LLC 进行了温和的常态性持仓调整（包含新建仓 1 档、加仓 18 档、减仓 15 档与清仓 0 档），整体投资组合架构维持相对稳定。
在资产配置集中度方面，McBroom & Associates, LLC 的前 5 大核心持股（包含 NVDA, LRCX, PLTR 等）合计占整体申报市值的 35.9%，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 | NVDA | Nvidia CORP | 股票-科技 | 9.96% | +0.17% | -5.11% | |
| 2 | LRCX | Lam Research CORP | 股票-科技 | 6.87% | +4.52% | -3.45% | |
| 3 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 6.87% | -1.71% | -4.20% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.54% | +0.04% | +0.42% | |
| 5 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 5.41% | -0.61% | +0.58% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.10% | +0.08% | +0.04% | |
| 7 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 5.09% | -1.88% | +1.50% | |
| 8 | TSLA | Tesla Inc | 股票-周期性消费 | 4.93% | +0.40% | -1.31% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.82% | -0.96% | -0.23% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 4.65% | -0.43% | +0.81% | |
| 11 | TJX | Tjx Companies Inc | 股票-周期性消费 | 4.64% | -0.82% | +1.26% | |
| 12 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 3.98% | +0.11% | +0.88% | |
| 13 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.92% | -1.05% | -0.78% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.66% | +0.18% | +29.16% | |
| 15 | TSCO | Tractor Supply Company | 股票-周期性消费 | 3.24% | -2.99% | EXIT | |
| 16 | VST | Vistra CORP | 股票-公用事业 | 2.90% | +0.30% | +5.62% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 2.55% | -0.75% | -9.32% | |
| 18 | CPRT | Copart Inc | 股票-工业 | 2.43% | — | -9.87% | |
| 19 | AXON | Axon Enterprise Inc | 股票-工业 | 2.14% | +0.25% | +4.94% | |
| 20 | IVLU | Ishares Msci International V | ETF-其他 | 1.44% | +0.48% | — | |
| 21 | SUB | Ishares Short-term National | ETF-其他 | 1.21% | -0.23% | +8.49% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.15% | +0.01% | +2.16% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.95% | -0.08% | -3.91% | |
| 24 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.85% | +0.50% | -31.04% | |
| 25 | MCK | Mckesson CORP | 股票-医疗保健 | 0.85% | -0.22% | +2.95% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.81% | -0.10% | +5.72% | |
| 27 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.71% | -0.07% | +6.27% | |
| 28 | PM | Philip Morris International | 股票-非周期性消费 | 0.60% | -0.04% | +5.24% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 0.50% | +0.12% | — | |
| 30 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.48% | -0.38% | EXIT | |
| 31 | WMB | Williams Cos Inc | 股票-能源 | 0.41% | +0.09% | +13.54% | |
| 32 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.36% | +0.07% | +0.02% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.27% | -0.11% | — | |
| 34 | CALM | Cal-maine Foods Inc | 股票-非周期性消费 | 0.19% | -0.03% | -13.55% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.16% | — | -49.28% | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.15% | — | — | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.14% | -0.01% | — | |
| 38 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.10% | -0.12% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.4% | -3.45% | 减仓 |
| 2 | ISRG | Intuitive Surgical Inc | +1.2% | +1.50% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +1.2% | +29.16% | 加仓 |
| 4 | GLD | Spdr Gold Shares | +0.5% | -0.78% | 减仓 |
| 5 | AAPL | Apple Inc | +0.4% | +0.04% | 加仓 |
| 6 | TJX | Tjx Companies Inc | +0.4% | +1.26% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +0.42% | 加仓 |
| 8 | SUB | Ishares Short-term National | +0.1% | +8.49% | 加仓 |
| 9 | TSLA | Tesla Inc | +0.1% | -1.31% | 减仓 |
| 10 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 11 | MCK | Mckesson CORP | +0.1% | +2.95% | 加仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.16% | 加仓 |
| 13 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +6.27% | 加仓 |
| 14 | JPST | Jpmorgan Ultra-short Income | +0.1% | +5.72% | 加仓 |
| 15 | WMB | Williams Cos Inc | 0% | +13.54% | 加仓 |
| 16 | PM | Philip Morris International | 0% | +5.24% | 加仓 |
| 17 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 18 | DFAC | Dimensional US Core Equity 2 | 0% | — | 不变 |
| 19 | CVX | Chevron CORP | — | — | 不变 |
| 20 | PEP | Pepsico Inc | 0% | -6.25% | 减仓 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.91% | 减仓 |
| 22 | WSM | Williams-sonoma Inc | 0% | +0.02% | 加仓 |
| 23 | CALM | Cal-maine Foods Inc | -0.1% | -13.55% | 减仓 |
| 24 | SCHO | Schwab Short-term US Treas | -0.1% | -49.28% | 减仓 |
| 25 | MSFT | Microsoft CORP | -0.2% | +0.81% | 加仓 |
| 26 | COST | Costco Wholesale CORP | -0.3% | -0.23% | 减仓 |
| 27 | NVDA | Nvidia CORP | -0.3% | -5.11% | 减仓 |
| 28 | PLTR | Palantir Technologies Inc-a | -0.3% | -4.20% | 减仓 |
| 29 | DKS | Dick's Sporting Goods Inc | -0.4% | +0.88% | 加仓 |
| 30 | VST | Vistra CORP | -0.4% | +5.62% | 加仓 |
| 31 | AXON | Axon Enterprise Inc | -0.4% | +4.94% | 加仓 |
| 32 | TSCO | Tractor Supply Company | -0.6% | -5.93% | 减仓 |
| 33 | CPRT | Copart Inc | -0.6% | -9.87% | 减仓 |
| 34 | HD | Home Depot Inc | -0.7% | -9.32% | 减仓 |
| 35 | SFM | Sprouts Farmers Market Inc | -0.8% | -31.04% | 减仓 |
| 36 | ORLY | O'reilly Automotive Inc | -0.8% | +0.58% | 加仓 |
| 37 | ZTS | Zoetis Inc | -1.5% | -72.80% | 减仓 |
| 38 | IVLU | Ishares Msci International V | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，McBroom & Associates, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$2.0亿，共申报了 38 个公开持股仓位。
在 Q4 2025 季度，McBroom & Associates, LLC 按市值排列的前三大核心持股分别为：NVDA (10.0%)、LRCX (6.9%)、PLTR (6.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 10.0% 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
IVLU
市值: US$295.6万
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$2160.2万
在 Q4 2025 季度中，McBroom & Associates, LLC 共进行了 34 项持仓异动，包含新建仓 1 个仓位、加仓 18 个仓位、减仓 15 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IVLU。
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。
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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。