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: 0001908893
申報總市值
US$2.0億
US$2.0億
38 檔
35.9%
根據最新整理的 13F 季度數據集，McBroom & Associates, LLC 於 Q4 2025 結束時的管理資產規模為 US$2.0億。該機構在本季度申報了 38 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q4 2025，McBroom & Associates, LLC 進行了溫和的常態性持倉調整（包含新建倉 1 檔、加碼 18 檔、減碼 15 檔與清倉 0 檔），整體投資組合架構維持相對穩定。
整體而言，McBroom & Associates, LLC 的前 5 大持股（包含 NVDA, LRCX, PLTR）貢獻了組合市值的 35.9%，形成該機構在 Q4 2025 季度的基本面基石。
本季最大新建倉標的
IVLU
市值: US$295.6萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$2160.2萬
| # | 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 | 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-循環性消費 | 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-醫療保健 | 5.09% | -1.88% | +1.50% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 4.93% | +0.40% | -1.31% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 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-循環性消費 | 4.64% | -0.82% | +1.26% | |
| 12 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 3.98% | +0.11% | +0.88% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.92% | -1.05% | -0.78% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.66% | +0.18% | +29.16% | |
| 15 | TSCO | Tractor Supply Company | 股票-循環性消費 | 3.24% | -2.99% | EXIT | |
| 16 | VST | Vistra CORP | 股票-公用事業 | 2.90% | +0.30% | +5.62% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 2.55% | -0.75% | -9.32% | |
| 18 | CPRT | Copart Inc | 股票-工業 | 2.43% | — | -9.87% | |
| 19 | AXON | Axon Enterprise Inc | 股票-工業 | 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-大型股與成長 | 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-非循環性消費 | 0.85% | +0.50% | -31.04% | |
| 25 | MCK | Mckesson CORP | 股票-醫療保健 | 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-非循環性消費 | 0.60% | -0.04% | +5.24% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.50% | +0.12% | — | |
| 30 | ZTS | Zoetis Inc | 股票-醫療保健 | 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-循環性消費 | 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-非循環性消費 | 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-非循環性消費 | 0.14% | -0.01% | — | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.10% | -0.12% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.4% | -3.45% | 減碼 |
| 2 | ISRG | Intuitive Surgical Inc | +1.2% | +1.50% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +1.2% | +29.16% | 加碼 |
| 4 | GLD | Spdr Gold Shares | +0.5% | -0.78% | 減碼 |
| 5 | AAPL | Apple Inc | +0.4% | +0.04% | 加碼 |
| 6 | TJX | Tjx Companies Inc | +0.4% | +1.26% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +0.42% | 加碼 |
| 8 | SUB | Ishares Short-term National | +0.1% | +8.49% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.1% | -1.31% | 減碼 |
| 10 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 11 | MCK | Mckesson CORP | +0.1% | +2.95% | 加碼 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.16% | 加碼 |
| 13 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +6.27% | 加碼 |
| 14 | JPST | Jpmorgan Ultra-short Income | +0.1% | +5.72% | 加碼 |
| 15 | WMB | Williams Cos Inc | 0% | +13.54% | 加碼 |
| 16 | PM | Philip Morris International | 0% | +5.24% | 加碼 |
| 17 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 18 | DFAC | Dimensional US Core Equity 2 | 0% | — | 不變 |
| 19 | CVX | Chevron CORP | — | — | 不變 |
| 20 | PEP | Pepsico Inc | 0% | -6.25% | 減碼 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.91% | 減碼 |
| 22 | WSM | Williams-sonoma Inc | 0% | +0.02% | 加碼 |
| 23 | CALM | Cal-maine Foods Inc | -0.1% | -13.55% | 減碼 |
| 24 | SCHO | Schwab Short-term US Treas | -0.1% | -49.28% | 減碼 |
| 25 | MSFT | Microsoft CORP | -0.2% | +0.81% | 加碼 |
| 26 | COST | Costco Wholesale CORP | -0.3% | -0.23% | 減碼 |
| 27 | NVDA | Nvidia CORP | -0.3% | -5.11% | 減碼 |
| 28 | PLTR | Palantir Technologies Inc-a | -0.3% | -4.20% | 減碼 |
| 29 | DKS | Dick's Sporting Goods Inc | -0.4% | +0.88% | 加碼 |
| 30 | VST | Vistra CORP | -0.4% | +5.62% | 加碼 |
| 31 | AXON | Axon Enterprise Inc | -0.4% | +4.94% | 加碼 |
| 32 | TSCO | Tractor Supply Company | -0.6% | -5.93% | 減碼 |
| 33 | CPRT | Copart Inc | -0.6% | -9.87% | 減碼 |
| 34 | HD | Home Depot Inc | -0.7% | -9.32% | 減碼 |
| 35 | SFM | Sprouts Farmers Market Inc | -0.8% | -31.04% | 減碼 |
| 36 | ORLY | O'reilly Automotive Inc | -0.8% | +0.58% | 加碼 |
| 37 | ZTS | Zoetis Inc | -1.5% | -72.80% | 減碼 |
| 38 | IVLU | Ishares Msci International V | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，McBroom & Associates, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$2.0億，共申報了 38 個公開持股部位。
在 Q4 2025 季度，McBroom & Associates, LLC 按市值排列的前三大核心持股分別為：NVDA (10.0%)、LRCX (6.9%)、PLTR (6.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 10.0% 的權重。
在 Q4 2025 季度中，McBroom & Associates, LLC 共進行了 34 項持倉異動，包含新建倉 1 個部位、加碼 18 個部位、減碼 15 個部位以及清倉 0 個部位。 其中最大新建倉標的為 IVLU。
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。