BP
Broadleaf Partners, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$4.3亿
申报季度: 2026-03-31 · 持股只数: 84
Broadleaf Partners, LLC在最新一期 13F 报告中披露了 84 项持股，申报期为 2026-03-31，总持股市值约为 US$4.3亿，季度换手率为 20.2%。
机构性格雪花图
- 集中度
- 13.07
- 持仓稳定性
- 20.21
- 动能／逆势
- 100
- 行业集中度
- 70.61
- 多样化
- 100
- 仓位均衡度
- 86.71
近期动向
减仓 ORCL
-95.3% -US$856.9万
加仓 92537n108
-3.3% US$557.9万
减仓 MSFT
-2.7% -US$755.0万
加仓 SCHF
+11.9% US$286.5万
加仓 COST
+14.1% US$347.5万
加仓 NFLX
+28.5% US$283.4万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 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 Corporation | 股票-科技 | 7.40% | — | -3.24% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.40% | — | -3.05% | |
| 3 | GOOG | Alphabet Inc. | 股票-通信服务 | 5.37% | -0.14% | -3.51% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.13% | -1.10% | -2.74% | |
| 5 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.10% | -0.23% | -4.11% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 5.05% | +1.09% | +11.94% | |
| 7 | ✓ | Vertiv Holdings Co Cl A | 股票-其他 | 3.93% | +1.56% | -3.31% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 3.85% | +0.10% | +3.83% | |
| 9 | META | Meta Platforms, Inc. | 股票-通信服务 | 3.37% | -0.26% | -2.95% | |
| 10 | COST | Costco Wholesale Corporation | 股票-非周期性消费 | 3.36% | +1.06% | +14.08% | |
| 11 | NFLX | Netflix, Inc. | 股票-通信服务 | 2.74% | +0.86% | +28.48% | |
| 12 | ✓ | J P Morgan Chase And Co | 股票-其他 | 2.64% | -0.06% | -3.28% | |
| 13 | ANET | Arista Networks INC | 股票-科技 | 2.62% | -0.02% | -4.12% | |
| 14 | GS | The Goldman Sachs Group, Inc. | 股票-金融 | 2.47% | -0.81% | -29.08% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 2.13% | -0.69% | -23.44% | |
| 16 | PWR | Quanta Services INC | 股票-工业 | 2.09% | +0.58% | -3.70% | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.04% | -0.25% | -2.08% | |
| 18 | ISRG | Intuitive Surgical, Inc. | 股票-医疗保健 | 1.95% | -0.29% | -2.95% | |
| 19 | MA | Mastercard Incorporated | 股票-金融 | 1.95% | -0.13% | -2.97% | |
| 20 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.95% | +0.53% | +45.45% | |
| 21 | TSLA | Tesla, Inc. | 股票-周期性消费 | 1.86% | -0.25% | -3.70% | |
| 22 | CTAS | Cintas CORP | 股票-工业 | 1.74% | -0.08% | -3.83% | |
| 23 | URI | United Rentals INC | 股票-工业 | 1.69% | -0.07% | -3.34% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.61% | — | -2.12% | |
| 25 | UBER | Uber Technologies, Inc. | 股票-工业 | 1.55% | -0.09% | -3.00% | |
| 26 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 1.37% | -0.04% | -3.68% | |
| 27 | ✓ | ServiceNow Inc. | 股票-其他 | 1.37% | -0.49% | -2.82% | |
| 28 | ✓ | United Therapeutics CORP Del | 股票-其他 | 1.24% | +0.29% | -3.21% | |
| 29 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.19% | +0.27% | -15.19% | |
| 30 | BKNG | Booking Holdings INC | 股票-周期性消费 | 1.19% | -0.22% | -3.36% | |
| 31 | SHOP | Shopify INC - Class A | 股票-科技 | 1.06% | -0.29% | -3.89% | |
| 32 | ✓ | Datadog INC Cl A Com | 股票-其他 | 1.05% | -0.08% | -3.14% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.98% | — | -0.99% | |
| 34 | APP | Applovin Corp-class A | 股票-科技 | 0.90% | -0.22% | +23.49% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.80% | +0.05% | -4.85% | |
| 36 | TDG | Transdigm Group INC | 股票-工业 | 0.79% | -0.05% | -2.84% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.76% | — | -2.73% | |
| 38 | TXRH | Texas Roadhouse INC | 股票-周期性消费 | 0.65% | +0.04% | -3.43% | |
| 39 | PANW | Palo Alto Networks INC | 股票-科技 | 0.65% | -0.04% | -2.95% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.59% | — | +6.37% | |
| 41 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.56% | -0.06% | -2.61% | |
| 42 | BALL | Ball CORP | 股票-周期性消费 | 0.54% | +0.10% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.50% | — | -3.08% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | +0.12% | +5.14% | |
| 45 | GLD | SPDR Gold Shares | ETF-避险与商品 | 0.44% | +0.34% | +268.58% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.32% | — | +2.60% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.26% | — | -0.04% | |
| 48 | ABBV | AbbVie Inc. | 股票-医疗保健 | 0.24% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.19% | — | -0.05% | |
| 50 | GOOG | Alphabet Inc. | 股票-通信服务 | 0.17% | -0.04% | -20.77% |
1–50 of 84
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 84 | US$4.3亿 | 20 | |
| 2025-12-31 | 82 | US$4.7亿 | 18 | |
| 2025-09-30 | 80 | US$4.8亿 | 34 | |
| 2025-06-30 | 82 | US$4.5亿 | 0 | |
| 2025-03-31 | 79 | US$3.8亿 | 100 | |
| 2024-12-31 | 77 | US$4.3亿 | 0 | |
| 2024-09-30 | 79 | US$4.2亿 | 0 | |
| 2024-06-30 | 75 | US$4.1亿 | 0 | |
| 2024-03-31 | 80 | US$3.9亿 | 0 | |
| 2023-12-31 | 82 | US$3.4亿 | 0 | |
| 2023-09-30 | 72 | US$3.0亿 | 0 | |
| 2023-06-30 | 75 | US$3.1亿 | 0 | |
| 2023-03-31 | 72 | US$2.8亿 | 0 | |
| 2022-12-31 | 72 | US$2.5亿 | 0 | |
| 2022-09-30 | 69 | US$2.4亿 | 0 | |
| 2022-06-30 | 65 | US$2.4亿 | 0 | |
| 2022-03-31 | 68 | US$3.0亿 | 0 | |
| 2021-12-31 | 71 | US$3.3亿 | 0 | |
| 2021-09-30 | 72 | US$3.0亿 | 0 | |
| 2021-06-30 | 73 | US$2.9亿 | 96 | |
| 2021-03-31 | 71 | US$2.7亿 | 13 | |
| 2020-12-31 | 67 | US$2.5亿 | 13 | |
| 2020-09-30 | 63 | US$2.3亿 | 13 | |
| 2020-06-30 | 63 | US$2.0亿 | 32 | |
| 2020-03-31 | 57 | US$1.6亿 | 33 | |
| 2019-12-31 | 65 | US$1.8亿 | 20 | |
| 2019-09-30 | 55 | US$1.6亿 | 19 | |
| 2019-06-30 | 55 | US$1.6亿 | 27 | |
| 2019-03-31 | 52 | US$1.4亿 | 27 | |
| 2018-12-31 | 50 | US$1.3亿 | 26 | |
| 2018-09-30 | 55 | US$1.5亿 | 21 | |
| 2018-06-30 | 54 | US$1.4亿 | 21 | |
| 2018-03-31 | 52 | US$1.3亿 | 31 | |
| 2017-12-31 | 54 | US$1.2亿 | 0 |
本季持股变动
Broadleaf Partners, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: NextEra Energy, Inc. (NEE); 新建仓: Truist Financial CORP (TFC); 减仓: Oracle Corporation (ORCL) — 股数 -95.29%; 减仓: Vertiv Holdings Co Cl A — 股数 -3.31%; 减仓: Microsoft CORP (MSFT) — 股数 -2.74%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Vertiv Holdings Co Cl A | +1.6% | -3.31% | 减仓 |
| 2 | SCHF | Schwab Intl Equity ETF | +1.1% | +11.94% | 加仓 |
| 3 | COST | Costco Wholesale Corporation | +1.1% | +14.08% | 加仓 |
| 4 | NFLX | Netflix, Inc. | +0.9% | +28.48% | 加仓 |
| 5 | PWR | Quanta Services INC | +0.6% | -3.70% | 减仓 |
| 6 | LLY | Eli Lilly & Co | +0.5% | +45.45% | 加仓 |
| 7 | GLD | SPDR Gold Shares | +0.3% | +268.58% | 加仓 |
| 8 | ✓ | United Therapeutics CORP Del | +0.3% | -3.21% | 减仓 |
| 9 | ARM | Arm Holdings Plc-adr | +0.3% | -15.19% | 减仓 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +5.14% | 加仓 |
| 11 | AVGO | Broadcom INC | +0.1% | +3.83% | 加仓 |
| 12 | BALL | Ball CORP | +0.1% | — | 不变 |
| 13 | XOM | Exxon Mobil Corporation | +0.1% | -0.48% | 减仓 |
| 14 | SCHA | Schwab US Small-cap ETF | +0.1% | -4.85% | 减仓 |
| 15 | TXRH | Texas Roadhouse INC | 0% | -3.43% | 减仓 |
| 16 | CAT | Caterpillar INC | 0% | — | 不变 |
| 17 | NOC | Northrop Grumman CORP | 0% | — | 不变 |
| 18 | CVX | Chevron CORP | 0% | — | 不变 |
| 19 | NVDA | NVIDIA Corporation | — | -3.24% | 减仓 |
| 20 | AAPL | Apple INC | — | -3.05% | 减仓 |
| 21 | QQQ | Invesco Qqq Trust Series 1 | — | -3.08% | 减仓 |
| 22 | SCHB | Schwab US Broad Market ETF | 0% | -17.41% | 减仓 |
| 23 | ANET | Arista Networks INC | 0% | -4.12% | 减仓 |
| 24 | FBCG | Fidelity Blue Chip Grow ETF | 0% | -3.68% | 减仓 |
| 25 | PANW | Palo Alto Networks INC | 0% | -2.95% | 减仓 |
| 26 | GOOG | Alphabet Inc. | 0% | -20.77% | 减仓 |
| 27 | TDG | Transdigm Group INC | -0.1% | -2.84% | 减仓 |
| 28 | ✓ | J P Morgan Chase And Co | -0.1% | -3.28% | 减仓 |
| 29 | SPOT | Spotify Technology S.A. | -0.1% | -2.61% | 减仓 |
| 30 | URI | United Rentals INC | -0.1% | -3.34% | 减仓 |
| 31 | CTAS | Cintas CORP | -0.1% | -3.83% | 减仓 |
| 32 | ✓ | Datadog INC Cl A Com | -0.1% | -3.14% | 减仓 |
| 33 | UBER | Uber Technologies, Inc. | -0.1% | -3.00% | 减仓 |
| 34 | MA | Mastercard Incorporated | -0.1% | -2.97% | 减仓 |
| 35 | GOOG | Alphabet Inc. | -0.1% | -3.51% | 减仓 |
| 36 | BKNG | Booking Holdings INC | -0.2% | -3.36% | 减仓 |
| 37 | APP | Applovin Corp-class A | -0.2% | +23.49% | 加仓 |
| 38 | AMZN | Amazon.com INC | -0.2% | -4.11% | 减仓 |
| 39 | PLTR | Palantir Technologies Inc-a | -0.3% | -2.08% | 减仓 |
| 40 | TSLA | Tesla, Inc. | -0.3% | -3.70% | 减仓 |
| 41 | META | Meta Platforms, Inc. | -0.3% | -2.95% | 减仓 |
| 42 | ISRG | Intuitive Surgical, Inc. | -0.3% | -2.95% | 减仓 |
| 43 | SHOP | Shopify INC - Class A | -0.3% | -3.89% | 减仓 |
| 44 | ✓ | ServiceNow Inc. | -0.5% | -2.82% | 减仓 |
| 45 | SCHG | Schwab US Large-cap Growth | -0.7% | -23.44% | 减仓 |
| 46 | GS | The Goldman Sachs Group, Inc. | -0.8% | -29.08% | 减仓 |
| 47 | MSFT | Microsoft CORP | -1.1% | -2.74% | 减仓 |
| 48 | ORCL | Oracle Corporation | -1.8% | -95.29% | 减仓 |
| 49 | NEE | NextEra Energy, Inc. | — | NEW | 新建仓 |
| 50 | TFC | Truist Financial CORP | — | NEW | 新建仓 |
FAQ
Broadleaf Partners, LLC 是什么机构？属于哪种投资人类型？
Broadleaf Partners, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.3亿，分布在 84 个已申报仓位之中。
Broadleaf Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Broadleaf Partners, LLC 按市值排列的前几大持股为：
1. NVIDIA Corporation (NVDA) — US$3174.6万 (7.4%)
2. Apple INC (AAPL) — US$2317.2万 (5.4%)
3. Alphabet Inc. (GOOG) — US$2303.6万 (5.4%)
4. Microsoft CORP (MSFT) — US$2199.2万 (5.1%)
5. Amazon.com INC (AMZN) — US$2188.8万 (5.1%)
Broadleaf Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Broadleaf Partners, LLC 共进行了 46 项显著调整：新建仓 2 个仓位、加仓 8 个既有持股、减仓 36 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: NextEra Energy, Inc. (NEE); 新建仓: Truist Financial CORP (TFC); 减仓: Oracle Corporation (ORCL) — 股数 -95.29%; 减仓: Vertiv Holdings Co Cl A — 股数 -3.31%; 减仓: Microsoft CORP (MSFT) — 股数 -2.74%
Broadleaf Partners, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Broadleaf Partners, LLC 的主要板块分布如下：
• Information Technology: 41.0%
• Communication Services: 16.7%
• Consumer Discretionary: 12.8%
• Industrials: 11.2%
• Financials: 6.8%
• Health Care: 6.2%
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