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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
$1.06B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 11
增持 57
减持 72
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$5.3M
154,593
-36%
减持
MRSH
Marsh & McLennan Companies, Inc.
-$3.4M
147,505
-19%
减持
UNP
Union Pacific Corporation
-$3.3M
139,425
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-0%
增持
ATR
Aptargroup, Inc.
-$2.9M
143,036
+1%
增持
TMO
Thermo Fisher Scientific Inc.
+$2.7M
37,645
+1%
增持
MSFT
Microsoft Corporation
+$2.4M
151,299
+2%
增持
CRM
Salesforce.com, Inc.
+$2.0M
65,002
+1%
增持
GOOG
Alphabet Inc. Class C
+$1.9M
9,385
+2%
减持
NKE
NIKE, Inc. Class B
-$1.6M
177,613
-0%
增持
AMZN
Amazon.com, Inc.
-$1.5M
12,302
+1%
减持
EEM
iShares MSCI Emerging Markets ETF
-$1.5M
81,007
-20%
减持
DHR
Danaher Corporation
+$1.5M
45,193
-1%
减持
AAPL
Apple Inc.
+$1.5M
453,926
-1%
增持
APD
Air Products and Chemicals, Inc.
+$1.3M
77,959
+20%
增持
VIG
Vanguard Dividend Appreciation ETF
+$1.2M
44,902
+22%
增持
V
Visa Inc. Class A
-$1.2M
121,392
+1%
增持
NOW
ServiceNow, Inc.
+$1.1M
10,362
+7%
减持
ZBRA
Zebra Technologies Corporation Class A
-$1.1M
74,590
-0%
减持
—
Root, Inc. Class A
-$1.1M
137,961
-19%
减持
RPM
RPM International Inc.
-$1.1M
38,180
-16%
减持
IJR
iShares Core S&P Small Cap ETF
-$1.1M
122,139
-4%
增持
SPGI
S&P Global, Inc.
+$1.0M
43,363
+2%
增持
FRCB
First Republic Bank
+$1.0M
151,027
+0%
增持
VXF
Vanguard Extended Market ETF
+$973.0K
42,579
+18%
增持
ROK
Rockwell Automation, Inc.
+$961.0K
82,187
+1%
增持
MKC
McCormick & Company, Inc.
-$934.0K
149,460
+1%
建仓
PANW
Palo Alto Networks, Inc.
+$930.0K
1,941
减持
MO
Altria Group Inc
-$921.0K
18,960
-49%
增持
COST
Costco Wholesale Corporation
+$903.0K
8,515
+15%
减持
KO
Coca-Cola Company
-$902.0K
46,565
-25%
减持
FDX
FedEx Corporation
-$900.0K
11,163
-1%
增持
ROP
Roper Technologies, Inc.
-$847.0K
39,285
+1%
减持
DLTR
Dollar Tree, Inc.
-$827.0K
83,220
-6%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$820.0K
30,999
-3%
减持
PM
Philip Morris International Inc.
-$807.0K
14,782
-34%
减持
MMM
3M Company
-$801.0K
27,869
-3%
建仓
CHRW
C.H. Robinson Worldwide, Inc.
+$729.0K
8,378
减持
NEE
NextEra Energy, Inc.
+$722.0K
202,122
-2%
减持
CSCO
Cisco Systems, Inc.
-$720.0K
52,584
-22%
增持
GOOGL
Alphabet Inc. Class A
+$651.0K
2,524
+1%
减持
CLX
Clorox Company
-$642.0K
21,725
-8%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$581.0K
108,354
-1%
建仓
—
American Water Works Co Inc
+$570.0K
3,372
增持
ADBE
Adobe Inc.
+$559.0K
24,561
+6%
增持
SHW
Sherwin-Williams Company
+$551.0K
27,183
+5%
减持
VZ
Verizon Communications Inc.
-$547.0K
142,556
-3%
减持
GIS
General Mills, Inc.
-$537.0K
94,400
-7%
减持
JNJ
Johnson & Johnson
-$522.0K
99,263
-1%
清仓
AWK
American Water Works Co Inc
-$520.0K
0
-100%
减持
MRK
Merck & Co., Inc.
-$496.0K
54,857
-8%
减持
CVS
CVS Health Corporation
-$485.0K
150,642
-5%
减持
JPM
JPMorgan Chase & Co.
+$484.0K
63,362
-0%
减持
PH
Parker-Hannifin Corporation
-$474.0K
15,567
-1%
减持
AXP
American Express Company
-$471.0K
10,613
-22%
减持
—
Stericycle, Inc.
-$468.0K
48,715
-8%
增持
XYL
Xylem Inc.
+$466.0K
61,664
+3%
增持
SYK
Stryker Corporation
+$464.0K
63,056
+1%
增持
MCD
McDonald's Corporation
+$450.0K
38,226
+1%
减持
IFF
International Flavors & Fragrances Inc.
-$439.0K
25,568
-1%
增持
XBI
SPDR S&P Biotech ETF
-$429.0K
73,526
+3%
减持
NVO
Novo Nordisk A/S Sponsored ADR Class B
+$423.0K
37,978
-1%
增持
AMT
American Tower Corporation
-$421.0K
111,467
+0%
增持
ECL
Ecolab Inc.
+$417.0K
108,882
+1%
减持
FLOT
iShares Floating Rate Bond ETF
-$386.0K
165,694
-4%
减持
RLAY
Relay Therapeutics, Inc.
-$382.0K
12,397
-41%
减持
VGSH
Vanguard Short-Term Treasury ETF
-$379.0K
161,763
-4%
减持
NSC
Norfolk Southern Corporation
-$377.0K
13,789
-0%
减持
THO
Thor Industries, Inc.
-$372.0K
11,052
-28%
增持
ABBV
AbbVie, Inc.
-$359.0K
88,449
+1%
减持
—
Cree, Inc.
-$347.0K
18,135
-2%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$344.0K
68,006
-0%
建仓
TWLO
Twilio Inc.
+$339.0K
1,061
增持
IJH
iShares Core S&P Mid-Cap ETF
+$338.0K
13,660
+13%
建仓
PAYC
Paycom Software, Inc.
+$335.0K
675
增持
ANSS
ANSYS, Inc.
-$334.0K
99,638
+1%
增持
VTI
Vanguard Total Stock Market ETF
+$331.0K
30,378
+6%
增持
ILMN
Illumina, Inc.
-$302.0K
4,656
+1%
减持
CVX
Chevron Corporation
-$297.0K
59,758
-2%
减持
CL
Colgate-Palmolive Company
-$293.0K
31,586
-4%
减持
AMGN
Amgen Inc.
-$291.0K
9,284
-0%
增持
TYL
Tyler Technologies, Inc.
+$289.0K
4,645
+14%
增持
HD
Home Depot, Inc.
+$282.0K
22,750
+1%
减持
—
Exxon Mobil Corporation
-$281.0K
36,784
-5%
清仓
FCX
Freeport-McMoRan, Inc.
-$278.0K
0
-100%
减持
PFE
Pfizer Inc.
+$276.0K
72,571
-0%
建仓
OKTA
Okta Inc CL A
+$274.0K
1,155
减持
AFL
Aflac Incorporated
-$271.0K
61,135
-5%
清仓
IEMG
iShares Core MSCI Emerging Markets ETF
-$267.0K
0
-100%
增持
NEOG
Neogen Corporation
-$266.0K
131,112
+1%
增持
—
TE Connectivity Ltd.
+$263.0K
107,875
+0%
建仓
GE
General Electric Company
+$256.0K
2,486
减持
GILD
Gilead Sciences, Inc.
-$250.0K
25,910
-13%
增持
ABT
Abbott Laboratories
+$240.0K
103,214
+0%
减持
FIS
Fidelity National Information Services, Inc.
-$237.0K
6,285
-11%
减持
LOW
Lowe's Companies, Inc.
+$227.0K
31,470
-1%
建仓
ORLY
O'Reilly Automotive, Inc.
+$226.0K
370
建仓
—
H&R Block, Inc.
+$225.0K
9,000
清仓
—
Walgreens Boots Alliance Inc
-$224.0K
0
-100%
减持
PG
Procter & Gamble Company
+$218.0K
78,113
-2%
减持
BND
Vanguard Total Bond Market ETF
-$216.0K
57,880
-11%
清仓
CI
Cigna Corporation
-$212.0K
0
-100%
减持
SWK
Stanley Black & Decker, Inc.
-$212.0K
5,045
-6%
清仓
HRB
H&R Block, Inc.
-$211.0K
0
-100%
减持
EOG
EOG Resources, Inc.
-$208.0K
36,420
-3%
建仓
SNPS
Synopsys, Inc.
+$208.0K
695
建仓
—
Janus Henderson Group PLC
+$207.0K
5,000
减持
NVS
Novartis AG Sponsored ADR
-$207.0K
16,815
-3%
增持
ADP
Automatic Data Processing, Inc.
+$207.0K
90,888
+0%
清仓
YETI
Yeti Holdings, Inc.
-$204.0K
0
-100%
清仓
—
General Electric Company
-$203.0K
0
-100%
减持
GLW
Corning Inc
-$201.0K
40,342
-1%
清仓
CAT
Caterpillar Inc.
-$201.0K
0
-100%
清仓
ALL
Allstate Corporation
-$201.0K
0
-100%
增持
MOAT
VanEck Vectors Morningstar Wide Moat ETF
+$190.0K
26,191
+12%
减持
—
Trane Technologies plc
-$189.0K
13,227
-2%
增持
SEDG
Solaredge Technologies, Inc.
+$181.0K
48,042
+6%
减持
GWRE
Guidewire Software, Inc.
-$172.0K
1,927
-46%
增持
SQ
Square, Inc. Class A
+$169.0K
8,335
+11%
增持
MDLZ
Mondelez International, Inc. Class A
-$169.0K
40,904
+0%
减持
BSX
Boston Scientific Corporation
-$161.0K
10,844
-27%
增持
ITW
Illinois Tool Works Inc.
-$159.0K
12,012
+2%
增持
INTC
Intel Corporation
-$159.0K
71,637
+1%
减持
D
Dominion Energy Inc
-$153.0K
23,158
-8%
增持
JMST
JPMorgan Ultra-Short Municipal Income ETF
+$151.0K
75,979
+4%
增持
IDXX
IDEXX Laboratories, Inc.
-$142.0K
20,537
+0%
减持
SSNC
SS&C Technologies Holdings, Inc.
-$140.0K
16,546
-7%
减持
XRAY
Dentsply Sirona, Inc.
-$140.0K
22,484
-2%
增持
VRP
Invesco Variable Rate Preferred ETF
+$139.0K
338,402
+2%
增持
VEU
Vanguard FTSE All-World ex-US ETF
-$134.0K
57,128
+0%
减持
ORCL
Oracle Corporation
+$130.0K
22,785
-4%
增持
BSV
Vanguard Short-Term Bond ETF
+$126.0K
262,256
+1%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$120.0K
65,575
-2%
减持
PEP
PepsiCo, Inc.
-$115.0K
63,345
-3%
减持
—
DuPont de Nemours, Inc.
-$111.0K
4,524
-16%
减持
LKQ
LKQ Corporation
+$110.0K
131,730
-1%
增持
TGT
Target Corporation
-$104.0K
16,299
+3%
增持
GNRC
Generac Holdings Inc.
+$104.0K
755
+53%
减持
IBM
International Business Machines Corporation
-$101.0K
6,851
-5%
增持
MCHP
Microchip Technology Incorporated
+$100.0K
5,456
+11%
减持
MOTI
VanEck Vectors Morningstar International Moat ETF
-$98.0K
23,259
-5%
增持
IWM
iShares Russell 2000 ETF
-$88.0K
8,337
+0%
减持
T
AT&T Inc.
-$87.0K
25,907
-5%
增持
IVV
iShares Core S&P 500 ETF
+$84.0K
7,001
+3%
减持
QQQ
Invesco QQQ ETF
-$81.0K
30,311
-2%
增持
VXUS
Vanguard Total International Stock ETF
-$79.0K
45,819
+1%
减持
IWC
iShares Micro-Cap ETF
-$68.0K
2,423
-12%
增持
IQV
Iqvia Holdings Inc
-$67.0K
127,686
+1%
增持
CMCSA
Comcast Corporation Class A
-$62.0K
79,017
+1%
增持
SBUX
Starbucks Corporation
+$61.0K
6,550
+11%
减持
ALGN
Align Technology, Inc.
+$52.0K
1,062
-1%
