13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001712686
申報總市值
US$5.2億
US$5.2億
80 檔
26.2%
根據最新整理的 13F 季度數據集，Broadleaf Partners, LLC 於 Q3 2025 結束時的管理資產規模為 US$5.2億。該機構在本季度申報了 80 檔美股持倉，呈現出該時期的主要投資地圖。
Broadleaf Partners, LLC 在 Q3 2025 的調整主要集中於風險出清，清倉與減碼部位合計達 52 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 , MSFT, AMZN）占據了總市值的 26.2%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
PANW
市值: US$363.1萬
本季最大獲利了結 / 清倉標的
CMG
前期市值: US$731.8萬
| # | 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 | ✓ | 股票-其他 | 7.32% | — | -1.46% | ||
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.60% | -2.14% | -1.28% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.02% | -0.25% | -1.79% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.01% | -0.16% | -1.53% | |
| 5 | ✓ | 股票-其他 | 4.24% | — | -1.83% | ||
| 6 | ✓ | 股票-其他 | 3.99% | — | -1.56% | ||
| 7 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.79% | -0.25% | +1.36% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.39% | -0.20% | -1.65% | |
| 9 | ✓ | 股票-其他 | 2.94% | — | -1.75% | ||
| 10 | ANET | Arista Networks Inc | 股票-科技 | 2.90% | +0.21% | -1.46% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.73% | -0.01% | -14.20% | |
| 12 | ✓ | 股票-其他 | 2.67% | — | +19.84% | ||
| 13 | ✓ | 股票-其他 | 2.62% | — | +52.91% | ||
| 14 | ✓ | 股票-其他 | 2.45% | — | -1.69% | ||
| 15 | ✓ | 股票-其他 | 2.44% | — | -1.51% | ||
| 16 | ✓ | 股票-其他 | 2.38% | — | -1.69% | ||
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.27% | -0.82% | -1.30% | |
| 18 | ✓ | 股票-其他 | 2.19% | — | -1.47% | ||
| 19 | ARM | Arm Holdings Plc-adr | 股票-科技 | 2.10% | +1.18% | -1.54% | |
| 20 | ✓ | 股票-其他 | 2.07% | — | +29.43% | ||
| 21 | ✓ | 股票-其他 | 2.05% | — | -1.57% | ||
| 22 | URI | United Rentals Inc | 股票-工業 | 2.05% | +0.55% | -1.82% | |
| 23 | PGR | Progressive CORP | 股票-金融 | 2.00% | — | -1.66% | |
| 24 | CTAS | Cintas CORP | 股票-工業 | 1.97% | -1.69% | -1.59% | |
| 25 | ✓ | 股票-其他 | 1.93% | — | -1.65% | ||
| 26 | APP | Applovin Corp-class A | 股票-科技 | 1.78% | +0.85% | -1.71% | |
| 27 | ✓ | 股票-其他 | 1.75% | — | -1.54% | ||
| 28 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.41% | -1.19% | EXIT | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.39% | +0.01% | -2.36% | |
| 30 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 1.36% | +0.07% | -11.06% | |
| 31 | ✓ | 股票-其他 | 1.17% | — | -1.69% | ||
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.04% | -0.01% | +6.23% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.00% | +2.01% | -1.68% | |
| 34 | TDG | Transdigm Group Inc | 股票-工業 | 0.82% | -0.79% | EXIT | |
| 35 | ✓ | 股票-其他 | 0.81% | — | -1.74% | ||
| 36 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.76% | -0.65% | EXIT | |
| 37 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.74% | -0.56% | EXIT | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.72% | +0.04% | -4.83% | |
| 39 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 0.61% | -0.01% | -1.57% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.55% | -0.01% | -5.73% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.48% | +0.04% | -7.32% | |
| 42 | VTV | Vanguard Value ETF | ETF-其他 | 0.43% | -0.06% | +3.09% | |
| 43 | BALL | Ball CORP | 股票-循環性消費 | 0.41% | -0.15% | -43.36% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.28% | -0.08% | +1.36% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.27% | -0.32% | EXIT | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.24% | -0.03% | -0.13% | |
| 47 | ✓ | 股票-其他 | 0.23% | — | -0.64% | ||
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.18% | -0.03% | -0.18% | |
| 49 | ✓ | 股票-其他 | 0.17% | — | — | ||
| 50 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.13% | — | -0.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.9% | -1.46% | 減碼 | |
| 2 | AVGO | Broadcom Inc | +1.8% | -1.65% | 加碼 |
| 3 | ✓ | +1.8% | +52.91% | 加碼 | |
| 4 | ✓ | +1.3% | +19.84% | 加碼 | |
| 5 | PLTR | Palantir Technologies Inc-a | +1.1% | -1.30% | 加碼 |
| 6 | APP | Applovin Corp-class A | +0.9% | -1.71% | 減碼 |
| 7 | ✓ | +0.9% | +29.43% | 加碼 | |
| 8 | ANET | Arista Networks Inc | +0.9% | -1.46% | 減碼 |
| 9 | ✓ | +0.9% | -1.47% | 減碼 | |
| 10 | BKNG | Booking Holdings Inc | +0.6% | -2.03% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.5% | -1.28% | 減碼 |
| 12 | ✓ | +0.4% | -1.75% | 減碼 | |
| 13 | URI | United Rentals Inc | +0.3% | -1.82% | 減碼 |
| 14 | ✓ | +0.1% | -1.69% | 減碼 | |
| 15 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | -11.06% | 加碼 |
| 16 | ARM | Arm Holdings Plc-adr | +0.1% | -1.54% | 減碼 |
| 17 | ✓ | +0.1% | -1.65% | 減碼 | |
| 18 | ✓ | +0.1% | -1.74% | 減碼 | |
| 19 | ✓ | 0% | — | 減碼 | |
| 20 | ✓ | 0% | -1.69% | 減碼 | |
| 21 | MS | Morgan Stanley | 0% | — | 不變 |
| 22 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 23 | ✓ | 0% | — | 減碼 | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | — | -7.32% | 減碼 |
| 25 | ✓ | — | — | 不變 | |
| 26 | ✓ | — | — | 不變 | |
| 27 | NSC | Norfolk Southern CORP | — | — | 不變 |
| 28 | SCHW | Schwab (charles) CORP | — | — | 不變 |
| 29 | HBAN | Huntington Bancshares Inc | — | — | 不變 |
| 30 | ✓ | — | — | 不變 | |
| 31 | ✓ | 0% | -1.83% | 減碼 | |
| 32 | SCHB | Schwab US Broad Market ETF | 0% | -0.92% | 減碼 |
| 33 | ✓ | 0% | — | 不變 | |
| 34 | IBM | Intl Business Machines CORP | 0% | +5.76% | 加碼 |
| 35 | ITW | Illinois Tool Works | 0% | — | 不變 |
| 36 | UNP | Union Pacific CORP | 0% | — | 不變 |
| 37 | SCHA | Schwab US Small-cap ETF | 0% | -4.83% | 加碼 |
| 38 | IWP | Ishares Russell Mid-cap Grow | 0% | -5.73% | 減碼 |
| 39 | NOC | Northrop Grumman CORP | 0% | -8.88% | 減碼 |
| 40 | DIS | Walt Disney Co/the | 0% | -10.59% | 減碼 |
| 41 | MCO | Moody's CORP | 0% | — | 不變 |
| 42 | ✓ | 0% | +14.08% | 加碼 | |
| 43 | VWO | Vanguard Ftse Emerging Marke | 0% | — | 減碼 |
| 44 | ✓ | 0% | -1.56% | 減碼 | |
| 45 | JNJ | Johnson & Johnson | 0% | +1.36% | 加碼 |
| 46 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.67% | 減碼 |
| 47 | MCD | Mcdonald's CORP | 0% | — | 不變 |
| 48 | HD | Home Depot Inc | 0% | — | 減碼 |
| 49 | VOO | Vanguard S&p 500 ETF | 0% | +9.04% | 減碼 |
| 50 | CVX | Chevron CORP | 0% | -16.23% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Broadleaf Partners, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$5.2億，共申報了 80 個公開持股部位。
在 Q3 2025 季度，Broadleaf Partners, LLC 按市值排列的前三大核心持股分別為： (7.3%)、MSFT (6.6%)、AMZN (5.0%)。其中最大持股部位 佔據整體投資組合約 7.3% 的權重。
在 Q3 2025 季度中，Broadleaf Partners, LLC 共進行了 71 項持倉異動，包含新建倉 5 個部位、加碼 14 個部位、減碼 48 個部位以及清倉 4 個部位。 其中最大新建倉標的為 PANW。 本季清倉部位包含 CMG。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。