BB
Broderick Brian C
分散型投資策略趨勢追蹤型高品質投資策略
申報總市值
US$5.4億
申報季度: 2026-03-31 · 持股檔數: 350
Broderick Brian C在最新一期 13F 報告中揭露了 350 項持股，申報期為 2026-03-31，總持股市值約為 US$5.4億，季度換手率為 13.9%。
機構性格雪花圖
- 集中度
- 12.28
- 持倉穩定性
- 13.93
- 動能／逆勢
- 100
- 產業集中度
- 58.82
- 多樣化
- 100
- 倉位均衡度
- 86.08
近期動向
減碼 MSFT
+5.0% -US$504.6萬
減碼 GOOGL
+1.8% -US$276.7萬
加碼 ADI
+1.0% US$376.7萬
加碼 GEV
+611.9% US$318.1萬
加碼 JNJ
+4.8% US$346.0萬
加碼 AMAT
+32.1% US$312.9萬
持倉地圖
新建倉加碼不變減碼
前十大持股佔比
本季完整持股清單
僅顯示前 95 大持股（共 350 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.37% | -0.71% | +1.80% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.40% | -0.50% | +1.73% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.49% | -0.30% | +4.11% | |
| 4 | ADI | Analog Devices INC | 股票-科技 | 4.44% | +0.60% | +1.04% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 3.87% | -0.17% | +3.29% | |
| 6 | RTX | Rtx CORP | 股票-工業 | 3.86% | +0.20% | +2.67% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.80% | -1.05% | +4.97% | |
| 8 | MA | Mastercard INC - A | 股票-金融 | 3.40% | -0.45% | +3.53% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.31% | +0.57% | +4.84% | |
| 10 | TJX | Tjx Companies INC | 股票-循環性消費 | 3.22% | +0.18% | +4.38% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.91% | -0.26% | +4.36% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.75% | +0.08% | +4.68% | |
| 13 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.50% | +0.01% | +3.79% | |
| 14 | ROK | Rockwell Automation INC | 股票-工業 | 2.43% | -0.22% | +2.06% | |
| 15 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.37% | -0.49% | +4.03% | |
| 16 | DHR | Danaher CORP | 股票-醫療保健 | 2.29% | -0.43% | +4.45% | |
| 17 | HD | Home Depot INC | 股票-循環性消費 | 2.20% | — | +5.43% | |
| 18 | ADP | Automatic Data Processing | 股票-科技 | 2.07% | -0.47% | +5.82% | |
| 19 | ATR | Aptargroup INC | 股票-醫療保健 | 2.06% | +0.12% | +4.91% | |
| 20 | FPACX | Fpa Crescent Fund-inst | 股票-其他 | 1.65% | — | — | |
| 21 | XYL | Xylem INC | 股票-工業 | 1.64% | -0.17% | +6.10% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.57% | -0.10% | +12.80% | |
| 23 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.55% | +0.12% | +6.49% | |
| 24 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 1.54% | +0.07% | +8.45% | |
| 25 | BPIRX | Boston Part L/s Research-ins | 股票-其他 | 1.52% | — | — | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 1.44% | +0.36% | -3.61% | |
| 27 | NLSIX | Neubergr Long Shrt Fund-inst | 股票-其他 | 1.43% | — | — | |
| 28 | AMAT | Applied Materials INC | 股票-科技 | 1.34% | +0.56% | +32.12% | |
| 29 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 股票-其他 | 1.33% | — | — | |
| 30 | ARIMX | Amg Rr Smid Val-i | 股票-其他 | 1.21% | — | — | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.07% | +0.30% | +4.99% | |
| 32 | FISV | Fiserv INC | 股票-其他 | 0.81% | -0.22% | -3.21% | |
| 33 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.72% | -0.17% | — | |
| 34 | GEV | GE Vernova INC | 股票-工業 | 0.66% | +0.59% | +611.89% | |
| 35 | AXP | American Express Co | 股票-金融 | 0.65% | — | +16.93% | |
| 36 | AVGO | Broadcom INC | 股票-科技 | 0.63% | +0.48% | +390.18% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.60% | — | — | |
| 38 | UBER | Uber Technologies INC | 股票-工業 | 0.58% | — | +8.16% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.58% | — | +8.35% | |
| 40 | ABBV | Abbvie INC | 股票-醫療保健 | 0.55% | — | +3.80% | |
| 41 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.54% | +0.10% | +33.75% | |
| 42 | NEE | Nextera Energy INC | 股票-公用事業 | 0.53% | +0.53% | NEW | |
| 43 | UNP | Union Pacific CORP | 股票-工業 | 0.49% | — | — | |
| 44 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.49% | +0.05% | +1.15% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.49% | +0.49% | NEW | |
| 46 | ET | Energy Transfer LP | 股票-能源 | 0.44% | +0.44% | NEW | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | +0.44% | NEW | |
| 48 | PEP | Pepsico INC | 股票-非循環性消費 | 0.38% | — | +0.45% | |
| 49 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.35% | — | — | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.31% | -0.05% | -7.59% |
1–50 of 95
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 350 | US$5.4億 | 14 | |
| 2025-12-31 | 340 | US$5.3億 | 14 | |
| 2025-09-30 | 352 | US$5.3億 | 21 | |
| 2025-06-30 | 353 | US$5.1億 | 0 | |
| 2025-03-31 | 335 | US$4.9億 | 100 | |
| 2024-12-31 | 296 | US$5.1億 | 0 | |
| 2024-09-30 | 298 | US$5.1億 | 0 | |
| 2024-06-30 | 296 | US$4.9億 | 0 | |
| 2024-03-31 | 326 | US$4.7億 | 0 | |
| 2023-12-31 | 319 | US$4.0億 | 0 | |
| 2023-09-30 | 330 | US$3.6億 | 0 | |
| 2023-06-30 | 329 | US$3.8億 | 0 | |
| 2023-03-31 | 330 | US$3.6億 | 0 | |
| 2022-12-31 | 336 | US$3.4億 | 0 | |
| 2022-09-30 | 338 | US$3.2億 | 0 | |
| 2022-06-30 | 333 | US$3.3億 | 0 | |
| 2022-03-31 | 342 | US$3.9億 | 0 | |
| 2021-12-31 | 343 | US$4.2億 | 0 | |
| 2021-09-30 | 354 | US$3.7億 | 0 | |
| 2021-06-30 | 351 | US$3.8億 | 100 | |
| 2021-03-31 | 349 | US$3.5億 | 8 | |
| 2020-12-31 | 348 | US$3.4億 | 15 | |
| 2020-09-30 | 470 | US$3.1億 | 16 | |
| 2020-06-30 | 476 | US$3.0億 | 22 | |
| 2020-03-31 | 455 | US$2.5億 | 21 | |
| 2019-12-31 | 471 | US$3.1億 | 9 | |
| 2019-09-30 | 469 | US$2.9億 | 8 | |
| 2019-06-30 | 472 | US$2.9億 | 8 | |
| 2019-03-31 | 455 | US$2.8億 | 19 | |
| 2018-12-31 | 440 | US$2.4億 | 24 | |
| 2018-09-30 | 479 | US$2.9億 | 11 | |
| 2018-06-30 | 475 | US$2.7億 | 9 | |
| 2018-03-31 | 482 | US$2.7億 | 8 | |
| 2017-12-31 | 511 | US$2.7億 | 27 | |
| 2017-09-30 | 548 | US$2.8億 | 9 | |
| 2017-06-30 | 573 | US$2.7億 | 14 | |
| 2017-03-31 | 579 | US$2.5億 | 12 | |
| 2016-12-31 | 592 | US$2.3億 | 11 | |
| 2016-09-30 | 618 | US$2.3億 | 11 | |
| 2016-06-30 | 634 | US$2.4億 | 10 | |
| 2016-03-31 | 629 | US$2.3億 | 42 | |
| 2015-12-31 | 605 | US$2.2億 | 20 | |
| 2015-09-30 | 403 | US$2.2億 | 14 | |
| 2015-06-30 | 405 | US$2.3億 | 7 | |
| 2015-03-31 | 406 | US$2.4億 | 10 | |
| 2014-12-31 | 452 | US$2.4億 | 16 | |
| 2014-09-30 | 454 | US$2.2億 | 14 | |
| 2014-06-30 | 434 | US$2.2億 | 13 | |
| 2014-03-31 | 423 | US$2.0億 | 7 | |
| 2013-12-31 | 420 | US$2.0億 | 15 | |
| 2013-09-30 | 343 | US$1.8億 | 12 | |
| 2013-06-30 | 339 | US$1.7億 | 10 |
本季持股變動
Broderick Brian C 在 2026-03-31 最顯著的持倉異動： 新建倉: Nextera Energy INC (NEE); 新建倉: ASML Holding N.V. (ASML); 新建倉: Energy Transfer LP (ET); 新建倉: Taiwan Semiconductor-sp Adr (TSM); 新建倉: Vertiv Holdings Co-a (VRT).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ADI | Analog Devices INC | +0.6% | +1.04% | 加碼 |
| 2 | GEV | GE Vernova INC | +0.6% | +611.89% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.6% | +4.84% | 加碼 |
| 4 | AMAT | Applied Materials INC | +0.6% | +32.12% | 加碼 |
| 5 | AVGO | Broadcom INC | +0.5% | +390.18% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.4% | -3.61% | 減碼 |
| 7 | CVX | Chevron CORP | +0.3% | +4.99% | 加碼 |
| 8 | RTX | Rtx CORP | +0.2% | +2.67% | 加碼 |
| 9 | TJX | Tjx Companies INC | +0.2% | +4.38% | 加碼 |
| 10 | WMT | Walmart INC | +0.2% | +148.50% | 加碼 |
| 11 | ATR | Aptargroup INC | +0.1% | +4.91% | 加碼 |
| 12 | CNI | Canadian Natl Railway Co | +0.1% | +6.49% | 加碼 |
| 13 | SCHW | Schwab (charles) CORP | +0.1% | +33.75% | 加碼 |
| 14 | PG | Procter & Gamble Co/the | +0.1% | +4.68% | 加碼 |
| 15 | VRTX | Vertex Pharmaceuticals INC | +0.1% | +8.45% | 加碼 |
| 16 | MRK | Merck & Co. INC. | +0.1% | +1.15% | 加碼 |
| 17 | PBA | Pembina Pipeline CORP | 0% | +0.92% | 加碼 |
| 18 | SBGSY | Schneider Elect Se-unsp Adr | 0% | +3.79% | 加碼 |
| 19 | SNOW | Snowflake INC | 0% | — | 不變 |
| 20 | NOW | Servicenow INC | -0.1% | — | 不變 |
| 21 | IBM | Intl Business Machines CORP | -0.1% | — | 不變 |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | -7.59% | 減碼 |
| 23 | NU | Nu Holdings Ltd. | -0.1% | — | 不變 |
| 24 | HUBS | Hubspot INC | -0.1% | — | 不變 |
| 25 | LLY | Eli Lilly & Co | -0.1% | +12.80% | 加碼 |
| 26 | ZS | Zscaler INC | -0.2% | — | 不變 |
| 27 | CRWD | Crowdstrike Holdings INC - A | -0.2% | — | 不變 |
| 28 | XYL | Xylem INC | -0.2% | +6.10% | 加碼 |
| 29 | AMD | Advanced Micro Devices | -0.2% | +3.29% | 加碼 |
| 30 | FISV | Fiserv INC | -0.2% | -3.21% | 減碼 |
| 31 | ROK | Rockwell Automation INC | -0.2% | +2.06% | 加碼 |
| 32 | AMZN | Amazon.com INC | -0.3% | +4.36% | 加碼 |
| 33 | AAPL | Apple INC | -0.3% | +4.11% | 加碼 |
| 34 | DHR | Danaher CORP | -0.4% | +4.45% | 加碼 |
| 35 | MA | Mastercard INC - A | -0.5% | +3.53% | 加碼 |
| 36 | ADP | Automatic Data Processing | -0.5% | +5.82% | 加碼 |
| 37 | UNH | Unitedhealth Group INC | -0.5% | -55.37% | 減碼 |
| 38 | ABT | Abbott Laboratories | -0.5% | +4.03% | 加碼 |
| 39 | NVDA | Nvidia CORP | -0.5% | +1.73% | 加碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.7% | +1.80% | 加碼 |
| 41 | MSFT | Microsoft CORP | -1.1% | +4.97% | 加碼 |
| 42 | NEE | Nextera Energy INC | — | NEW | 新建倉 |
| 43 | ASML | ASML Holding N.V. | — | NEW | 新建倉 |
| 44 | ET | Energy Transfer LP | — | NEW | 新建倉 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建倉 |
| 46 | VRT | Vertiv Holdings Co-a | — | NEW | 新建倉 |
| 47 | WCN | Waste Connections INC | — | NEW | 新建倉 |
| 48 | GILD | Gilead Sciences INC | — | NEW | 新建倉 |
| 49 | WWD | Woodward INC | — | NEW | 新建倉 |
| 50 | SYK | Stryker CORP | — | NEW | 新建倉 |
FAQ
Broderick Brian C 是什麼機構？屬於哪種投資人類型？
Broderick Brian C 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$5.4億，分佈在 350 個已申報部位之中。
Broderick Brian C 目前前幾大持股有哪些？
根據最新 13F 申報，Broderick Brian C 按市值排列的前幾大持股為：
1. Alphabet Inc-cl A (GOOGL) — US$3996.6萬 (7.4%)
2. Nvidia CORP (NVDA) — US$3473.0萬 (6.4%)
3. Apple INC (AAPL) — US$2975.6萬 (5.5%)
4. Analog Devices INC (ADI) — US$2410.1萬 (4.4%)
5. Advanced Micro Devices (AMD) — US$2098.2萬 (3.9%)
Broderick Brian C 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Broderick Brian C 共進行了 43 項顯著調整：新建倉 9 個部位、加碼 30 個既有持股、減碼 4 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Nextera Energy INC (NEE); 新建倉: ASML Holding N.V. (ASML); 新建倉: Energy Transfer LP (ET); 新建倉: Taiwan Semiconductor-sp Adr (TSM); 新建倉: Vertiv Holdings Co-a (VRT)
Broderick Brian C 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Broderick Brian C 的主要板塊分佈如下：
• Information Technology: 34.8%
• Health Care: 17.1%
• Industrials: 14.6%
• Consumer Discretionary: 9.8%
• Communication Services: 9.0%
• Financials: 5.8%
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