Broadleaf Partners, LLC 13F 持仓 · 2026年Q2
Broadleaf Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 5.17 亿美元。前几大持仓：NVDA（6.97%）、GOOG（6.73%）、AAPL（5.24%）。本季前 25 大持仓中：新建仓 5 只、增持 13 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp. | $36.0M | 6.97% | 180,057 | 减持 |
| 2 | GOOG | Alphabet Inc. Class C | $34.8M | 6.73% | 98,432 | 增持 |
| 3 | AAPL | Apple Inc. | $27.1M | 5.24% | 93,535 | 增持 |
| 4 | AMZN | Amazon.com Inc. | $25.1M | 4.85% | 105,103 | 增持 |
| 5 | SCHF | Schwab International Equity ET | $24.8M | 4.80% | 895,562 | 增持 |
| 6 | LLY | Eli Lilly & Co | $20.4M | 3.96% | 17,036 | 增持 |
| 7 | AVGO | Broadcom Inc. | $18.9M | 3.65% | 49,924 | 减持 |
| 8 | VRT | Vertiv Holdings Co Class A | $15.7M | 3.03% | 46,774 | 减持 |
| 9 | MSFT | Microsoft Corp. | $15.5M | 2.99% | 41,425 | 减持 |
| 10 | ANET | Arista Networks Inc. | $14.6M | 2.83% | 86,097 | 减持 |
| 11 | MRVL | Marvell Technology Inc | $14.1M | 2.72% | 47,243 | 新建仓 |
| 12 | META | Meta Platforms Inc Class A | $13.9M | 2.70% | 24,735 | 减持 |
| 13 | TSLA | Tesla Inc. | $13.4M | 2.60% | 31,933 | 增持 |
| 14 | GS | Goldman Sachs Group, Inc. | $13.0M | 2.52% | 12,889 | 增持 |
| 15 | JPM | JP Morgan Chase & Co | $12.9M | 2.49% | 39,360 | 增持 |
| 16 | TSM | Taiwan Semiconductor ADR | $12.5M | 2.41% | 26,112 | 新建仓 |
| 17 | ARM | Arm Holdings PLC - ADR | $12.2M | 2.37% | 34,484 | 增持 |
| 18 | PWR | Quanta Services Inc | $12.1M | 2.35% | 16,862 | 增持 |
| 19 | URI | United Rentals Inc. | $11.6M | 2.24% | 10,196 | 增持 |
| 20 | MU | Micron Technology | $11.1M | 2.15% | 9,622 | 新建仓 |
| 21 | SCHG | Schwab US Large Cap Growth ETF | $11.0M | 2.12% | 324,195 | 增持 |
| 22 | COST | Costco Wholesale Co. | $10.7M | 2.07% | 11,430 | 减持 |
| 23 | DDOG | Datadog Inc Class A | $10.2M | 1.97% | 39,002 | 增持 |
| 24 | KLAC | KLA Corp | $9.4M | 1.83% | 31,302 | 新建仓 |
| 25 | GEV | GE Vernova Inc | $9.2M | 1.77% | 7,791 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR