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BOSTON FAMILY OFFICE LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BOSTON FAMILY OFFICE LLC

报告期 2026-03-31 · CIK 0001039807

持仓数

310

前50大市值合计

$1.06B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL Apple Inc.

COM

$72.8M

286,939

6.9%

GOOG Alphabet Inc. Class C

CAP STK CL C

$52.2M

181,865

4.9%

AMZN Amazon.com, Inc.

COM

$52.1M

250,179

4.9%

MSFT Microsoft Corporation

COM

$50.7M

136,974

4.8%

VOO Vanguard S&P 500 ETF

S&P 500 ETF SHS

$47.6M

79,715

4.5%

V Visa Inc. Class A

COM CL A

$40.2M

133,083

3.8%

UNP Union Pacific Corporation

COM

$29.7M

122,497

2.8%

NVDA NVIDIA Corporation

COM

$28.9M

165,659

2.7%

SPY SPDR S&P 500 ETF Trust

TR UNIT

$28.7M

44,183

2.7%

BRK/B Berkshire Hathaway Inc. Class B

CL B NEW

$27.1M

56,634

2.6%

NEE NextEra Energy, Inc.

COM

$24.6M

265,125

2.3%

SPGI S&P Global, Inc.

COM

$24.4M

57,457

2.3%

SYK Stryker Corporation

COM

$24.3M

73,919

2.3%

ECL Ecolab Inc.

COM

$23.8M

89,427

2.2%

ROK Rockwell Automation, Inc.

COM

$23.3M

64,894

2.2%

PANW Palo Alto Networks, Inc.

COM

$22.1M

137,689

2.1%

CVX Chevron Corporation

COM

$21.5M

103,685

2.0%

APD Air Products and Chemicals, Inc.

COM

$21.0M

72,226

2.0%

AMT American Tower Corporation

COM

$20.7M

119,861

2.0%

IQV Iqvia Holdings Inc

COM

$19.9M

116,617

1.9%

TMO Thermo Fisher Scientific Inc.

COM

$19.8M

40,308

1.9%

ATR Aptargroup, Inc.

COM

$18.9M

149,972

1.8%

LLY Eli Lilly and Company

COM

$17.3M

18,845

1.6%

MRSH Marsh

COM

$16.9M

97,181

1.6%

JNJ Johnson & Johnson

COM

$16.8M

68,879

1.6%

GOOGL Alphabet Inc. Class A

CAP STK CL A

$16.4M

57,134

1.6%

CRM Salesforce, Inc.

COM

$15.7M

84,239

1.5%

ABBV AbbVie, Inc.

COM

$15.5M

71,162

1.5%

NOW ServiceNow, Inc.

COM

$15.1M

144,832

1.4%

VXF Vanguard Extended Market ETF

EXTEND MKT ETF

$15.1M

73,155

1.4%

VTIP Vanguard Short-Term Inflation-Protected ETF

STRM INFPROIDX

$15.1M

301,326

1.4%

IDXX IDEXX Laboratories, Inc.

COM

$14.8M

26,344

1.4%

— Eaton Corp. PLC

SHS

$14.7M

41,157

1.4%

ADP Automatic Data Processing, Inc.

COM

$14.5M

71,514

1.4%

VIG Vanguard Dividend Appreciation ETF

DIV APP ETF

$13.7M

63,914

1.3%

JPM JPMorgan Chase & Co.

COM

$13.7M

46,693

1.3%

PH Parker-Hannifin Corporation

COM

$13.0M

14,545

1.2%

ROP Roper Technologies, Inc.

COM

$13.0M

36,675

1.2%

COST Costco Wholesale Corporation

COM

$12.9M

12,948

1.2%

META Meta Platforms

CL A

$12.6M

22,027

1.2%

VTI Vanguard Total Stock Market ETF

TOTAL STK MKT

$11.6M

36,033

1.1%

XYL Xylem Inc.

COM

$10.6M

89,099

1.0%

— ASML Holding NV ADR

N Y REGISTRY SHS

$10.3M

7,789

1.0%

ZBRA Zebra Technologies Corporation Class A

CL A

$10.2M

48,827

1.0%

PEP PepsiCo, Inc.

COM

$9.6M

61,826

0.9%

EOG EOG Resources, Inc.

COM

$9.5M

65,564

0.9%

MCD McDonald's Corporation

COM

$9.3M

29,788

0.9%

NFLX Netflix Inc

COM

$9.0M

93,366

0.8%

TJX TJX Companies Inc

COM

$8.6M

53,732

0.8%

LECO Lincoln Electric Holdings, Inc.

COM

$8.5M

34,241

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

AAPL6.9%GOOG4.9%AMZN4.9%MSFT4.8%VOO4.5%V3.8%