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
36 檔
30.6%
在 Q1 2026 的 13F 官方备案中，McBroom & Associates, LLC 管理的美股投资组合规模来到 US$2.0亿，整体持股档数为 36 档。
在 Q1 2026，McBroom & Associates, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 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，McBroom & Associates, LLC 的前 5 大核心持股（包含 NVDA, LRCX, COST 等）合计占整体申报市值的 30.6%，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 | 8.85% | +0.17% | -17.11% | |
| 2 | LRCX | Lam Research CORP | 股票-科技 | 7.55% | +4.52% | -23.25% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 5.88% | -0.96% | -7.93% | |
| 4 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 5.85% | -1.71% | -9.77% | |
| 5 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 5.76% | -0.61% | -8.27% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.20% | +0.04% | -10.40% | |
| 7 | TJX | Tjx Companies Inc | 股票-周期性消费 | 5.10% | -0.82% | -7.72% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 5.08% | +0.08% | -6.97% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.53% | +0.18% | -8.47% | |
| 10 | GLD | Spdr Gold Shares | ETF-避险与商品 | 4.45% | -1.05% | -8.71% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 4.31% | +0.40% | -7.64% | |
| 12 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 4.30% | -1.88% | -9.45% | |
| 13 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 4.11% | +0.11% | -10.07% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 3.72% | -0.43% | -8.74% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 3.15% | -0.75% | +12.89% | |
| 16 | TSCO | Tractor Supply Company | 股票-周期性消费 | 2.99% | -2.99% | EXIT | |
| 17 | VST | Vistra CORP | 股票-公用事业 | 2.96% | +0.30% | -4.22% | |
| 18 | IVLU | Ishares Msci International V | ETF-其他 | 2.40% | +0.48% | +39.67% | |
| 19 | AXON | Axon Enterprise Inc | 股票-工业 | 1.92% | +0.25% | +4.74% | |
| 20 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 1.66% | +0.50% | +75.66% | |
| 21 | SUB | Ishares Short-term National | ETF-其他 | 1.31% | -0.23% | -5.38% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.17% | +0.01% | -6.36% | |
| 23 | MCK | Mckesson CORP | 股票-医疗保健 | 1.14% | -0.22% | +10.91% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.04% | -0.08% | — | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.76% | -0.10% | -18.61% | |
| 26 | PM | Philip Morris International | 股票-非周期性消费 | 0.74% | -0.04% | +5.02% | |
| 27 | CAT | Caterpillar Inc | 股票-工业 | 0.71% | +0.12% | — | |
| 28 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.68% | -0.07% | -16.07% | |
| 29 | WMB | Williams Cos Inc | 股票-能源 | 0.63% | +0.09% | +10.64% | |
| 30 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.42% | +0.07% | — | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.11% | — | |
| 32 | CALM | Cal-maine Foods Inc | 股票-非周期性消费 | 0.39% | -0.03% | +82.50% | |
| 33 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.38% | -0.38% | EXIT | |
| 34 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.17% | -0.01% | — | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.16% | — | -8.23% | |
| 36 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.12% | -0.12% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.1% | -7.93% | 减仓 |
| 2 | IVLU | Ishares Msci International V | +1% | +39.67% | 加仓 |
| 3 | JNJ | Johnson & Johnson | +0.9% | -8.47% | 减仓 |
| 4 | SFM | Sprouts Farmers Market Inc | +0.8% | +75.66% | 加仓 |
| 5 | LRCX | Lam Research CORP | +0.7% | -23.25% | 减仓 |
| 6 | HD | Home Depot Inc | +0.6% | +12.89% | 加仓 |
| 7 | GLD | Spdr Gold Shares | +0.5% | -8.71% | 减仓 |
| 8 | TJX | Tjx Companies Inc | +0.5% | -7.72% | 减仓 |
| 9 | ORLY | O'reilly Automotive Inc | +0.4% | -8.27% | 减仓 |
| 10 | MCK | Mckesson CORP | +0.3% | +10.91% | 加仓 |
| 11 | WMB | Williams Cos Inc | +0.2% | +10.64% | 加仓 |
| 12 | CAT | Caterpillar Inc | +0.2% | — | 不变 |
| 13 | CALM | Cal-maine Foods Inc | +0.2% | +82.50% | 加仓 |
| 14 | CVX | Chevron CORP | +0.1% | — | 不变 |
| 15 | PM | Philip Morris International | +0.1% | +5.02% | 加仓 |
| 16 | DKS | Dick's Sporting Goods Inc | +0.1% | -10.07% | 减仓 |
| 17 | SUB | Ishares Short-term National | +0.1% | -5.38% | 减仓 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | 不变 |
| 19 | VST | Vistra CORP | +0.1% | -4.22% | 减仓 |
| 20 | WSM | Williams-sonoma Inc | +0.1% | — | 不变 |
| 21 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -6.36% | 减仓 |
| 23 | PEP | Pepsico Inc | 0% | -9.33% | 减仓 |
| 24 | DFAC | Dimensional US Core Equity 2 | 0% | -8.23% | 减仓 |
| 25 | AAPL | Apple Inc | 0% | -6.97% | 减仓 |
| 26 | FLRN | Ss Spdr Bb Ig Float Rt ETF | 0% | -16.07% | 减仓 |
| 27 | JPST | Jpmorgan Ultra-short Income | -0.1% | -18.61% | 减仓 |
| 28 | ZTS | Zoetis Inc | -0.1% | -25.66% | 减仓 |
| 29 | AXON | Axon Enterprise Inc | -0.2% | +4.74% | 加仓 |
| 30 | TSCO | Tractor Supply Company | -0.3% | -10.87% | 减仓 |
| 31 | JPM | Jpmorgan Chase & Co | -0.3% | -10.40% | 减仓 |
| 32 | TSLA | Tesla Inc | -0.6% | -7.64% | 减仓 |
| 33 | ISRG | Intuitive Surgical Inc | -0.8% | -9.45% | 减仓 |
| 34 | MSFT | Microsoft CORP | -0.9% | -8.74% | 减仓 |
| 35 | PLTR | Palantir Technologies Inc-a | -1% | -9.77% | 减仓 |
| 36 | NVDA | Nvidia CORP | -1.1% | -17.11% | 减仓 |
| 37 | CPRT | Copart Inc | — | EXIT | 清仓 |
| 38 | SCHO | Schwab Short-term US Treas | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，McBroom & Associates, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.0亿，共申报了 36 个公开持股仓位。
在 Q1 2026 季度，McBroom & Associates, LLC 按市值排列的前三大核心持股分别为：NVDA (8.8%)、LRCX (7.5%)、COST (5.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.8% 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。
本季最大获利了结 / 清仓标的
CPRT
前期市值: US$500.1万
在 Q1 2026 季度中，McBroom & Associates, LLC 共进行了 33 项持仓异动，包含新建仓 0 个仓位、加仓 8 个仓位、减仓 23 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 CPRT。
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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