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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 11
增持 57
减持 74
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc.
+$16.0M
452,078
-0%
减持
UNP
Union Pacific Corporation
+$7.7M
138,927
-0%
减持
MSFT
Microsoft Corporation
+$7.3M
148,403
-2%
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。
增持
ANSS
ANSYS, Inc.
+$6.2M
100,066
+0%
增持
JMST
JPMorgan Ultra-Short Municipal Income ETF
+$5.6M
186,189
+145%
减持
IQV
Iqvia Holdings Inc
+$5.3M
127,073
-0%
减持
ZBRA
Zebra Technologies Corporation Class A
+$4.5M
72,170
-3%
增持
ROK
Rockwell Automation, Inc.
+$4.5M
82,198
+0%
减持
ADP
Automatic Data Processing, Inc.
+$4.1M
90,188
-1%
增持
APD
Air Products and Chemicals, Inc.
+$4.1M
78,964
+1%
增持
TER
Teradyne, Inc.
+$4.0M
32,364
+172%
增持
SHW
Sherwin-Williams Company
+$3.8M
32,426
+19%
增持
MKC
McCormick & Company, Inc.
+$3.8M
164,481
+10%
增持
ATR
Aptargroup, Inc.
+$3.7M
169,979
+19%
减持
NKE
NIKE, Inc. Class B
+$3.6M
176,294
-1%
减持
SPY
SPDR S&P 500 ETF Trust
+$3.6M
77,757
-0%
减持
TMO
Thermo Fisher Scientific Inc.
+$3.4M
37,397
-1%
建仓
VTEB
Vanguard Tax-Exempt Bond ETF
+$3.2M
58,210
减持
VGSH
Vanguard Short-Term Treasury ETF
-$3.2M
111,295
-31%
增持
ECL
Ecolab Inc.
+$3.1M
110,059
+1%
增持
AMT
American Tower Corporation
+$3.1M
111,649
+0%
增持
—
TE Connectivity Ltd.
+$3.0M
110,348
+2%
减持
NEE
NextEra Energy, Inc.
+$3.0M
202,016
-0%
增持
SPGI
S&P Global, Inc.
+$2.9M
45,289
+4%
增持
VXF
Vanguard Extended Market ETF
+$2.9M
58,243
+37%
增持
GOOG
Alphabet Inc. Class C
+$2.8M
9,602
+2%
减持
CVS
CVS Health Corporation
+$2.7M
150,479
-0%
减持
EEM
iShares MSCI Emerging Markets ETF
-$2.5M
32,908
-59%
增持
V
Visa Inc. Class A
+$2.3M
135,395
+12%
减持
ABT
Abbott Laboratories
+$2.2M
102,450
-1%
减持
MRSH
Marsh & McLennan Companies, Inc.
+$2.2M
140,996
-4%
减持
ABBV
AbbVie, Inc.
+$2.1M
86,295
-2%
增持
HD
Home Depot, Inc.
+$2.1M
23,041
+1%
建仓
—
Wolfspeed Inc
+$2.0M
18,129
减持
—
Stericycle, Inc.
-$2.0M
21,917
-55%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$2.0M
116,734
-24%
增持
BRK/B
Berkshire Hathaway Inc. Class B
+$1.9M
68,468
+1%
减持
ROP
Roper Technologies, Inc.
+$1.8M
39,217
-0%
减持
NSRGY
Nestle S.A. Sponsored ADR
+$1.8M
105,313
-3%
减持
LOW
Lowe's Companies, Inc.
+$1.7M
31,459
-0%
减持
PG
Procter & Gamble Company
+$1.6M
76,755
-2%
减持
FRCB
First Republic Bank
+$1.6M
148,840
-1%
清仓
—
Cree, Inc.
-$1.5M
0
-100%
减持
PEP
PepsiCo, Inc.
+$1.4M
62,839
-1%
增持
PANW
Palo Alto Networks, Inc.
+$1.3M
4,030
+108%
减持
IJR
iShares Core S&P Small Cap ETF
-$1.3M
104,999
-14%
增持
VCSH
Vanguard Short-Term Corporate Bond ETF
+$1.3M
128,100
+16%
增持
AMZN
Amazon.com, Inc.
+$1.3M
12,497
+2%
建仓
—
Cambridge Bancorp
+$1.2M
13,179
增持
QCOM
Qualcomm Inc
+$1.2M
21,843
+1%
增持
NOW
ServiceNow, Inc.
+$1.1M
11,704
+13%
减持
PFE
Pfizer Inc.
+$1.1M
71,713
-1%
增持
SEDG
Solaredge Technologies, Inc.
+$1.1M
49,340
+3%
增持
LECO
Lincoln Electric Holdings, Inc.
+$1.0M
46,761
+10%
减持
VGIT
Vanguard Intermediate-Term Treasury ETF
-$1.0M
12,681
-54%
减持
IFF
International Flavors & Fragrances Inc.
-$1.0M
15,906
-38%
增持
TGT
Target Corporation
+$970.0K
20,305
+25%
减持
DHR
Danaher Corporation
+$960.0K
44,736
-1%
增持
VIG
Vanguard Dividend Appreciation ETF
+$909.0K
45,449
+1%
减持
CVX
Chevron Corporation
+$903.0K
59,350
-1%
减持
RPM
RPM International Inc.
+$888.0K
38,145
-0%
减持
COST
Costco Wholesale Corporation
+$872.0K
8,276
-3%
减持
JNJ
Johnson & Johnson
+$860.0K
98,739
-1%
减持
MCD
McDonald's Corporation
+$843.0K
37,529
-2%
减持
NSC
Norfolk Southern Corporation
+$804.0K
13,783
-0%
减持
PYPL
Paypal Holdings Inc
-$802.0K
9,928
-3%
减持
AFL
Aflac Incorporated
-$757.0K
41,614
-32%
清仓
—
Root, Inc. Class A
-$727.0K
0
-100%
增持
MIDD
Middleby Corporation
+$710.0K
18,317
+8%
增持
CRM
Salesforce.com, Inc.
-$696.0K
66,634
+3%
减持
SQ
Block, Inc
-$689.0K
8,108
-3%
增持
GOOGL
Alphabet Inc. Class A
+$677.0K
2,563
+2%
增持
UNH
UnitedHealth Group Incorporated
+$648.0K
3,796
+18%
减持
VZ
Verizon Communications Inc.
-$642.0K
135,807
-5%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$639.0K
27,562
-11%
建仓
AWK
American Water Works Co Inc
+$637.0K
3,372
减持
IDXX
IDEXX Laboratories, Inc.
+$637.0K
20,364
-1%
减持
BSV
Vanguard Short-Term Bond ETF
-$608.0K
258,332
-1%
增持
VTI
Vanguard Total Stock Market ETF
+$606.0K
30,452
+0%
增持
ADBE
Adobe Inc.
+$575.0K
25,950
+6%
清仓
—
American Water Works Co Inc
-$570.0K
0
-100%
减持
QQQ
Invesco QQQ Trust
+$569.0K
28,702
-5%
增持
TYL
Tyler Technologies, Inc.
+$536.0K
4,956
+7%
增持
NVDA
NVIDIA Corporation
+$530.0K
4,008
+28%
减持
VEU
Vanguard FTSE All-World ex-US ETF
-$527.0K
48,232
-16%
减持
CMCSA
Comcast Corporation Class A
-$522.0K
77,425
-2%
增持
CSCO
Cisco Systems, Inc.
+$519.0K
53,346
+1%
增持
ILMN
Illumina, Inc.
+$512.0K
6,310
+36%
增持
UPS
United Parcel Service, Inc. Class B
+$511.0K
4,816
+68%
增持
—
Accenture Plc Class A
+$511.0K
4,725
+4%
建仓
IJJ
iShares S&P Mid-Cap 400 Value ETF
+$493.0K
4,450
清仓
VB
Vanguard Small-Cap ETF
-$492.0K
0
-100%
增持
FDX
FedEx Corporation
+$489.0K
11,357
+2%
减持
NVO
Novo Nordisk A/S Sponsored ADR Class B
+$489.0K
36,922
-3%
增持
VV
Vanguard Large-Cap ETF
+$456.0K
10,479
+13%
减持
FLOT
iShares Floating Rate Bond ETF
-$455.0K
157,091
-5%
增持
LLY
Eli Lilly and Company
+$454.0K
9,401
+1%
减持
ITW
Illinois Tool Works Inc.
+$431.0K
11,802
-2%
减持
MMM
3M Company
-$392.0K
25,316
-9%
增持
SNPS
Synopsys, Inc.
+$389.0K
1,620
+133%
减持
CLX
Clorox Company
-$380.0K
18,456
-15%
减持
VO
Vanguard Mid-Cap ETF
-$379.0K
3,035
-38%
增持
MDLZ
Mondelez International, Inc. Class A
+$344.0K
41,086
+0%
增持
ADI
Analog Devices, Inc.
+$343.0K
14,562
+10%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$336.0K
13,882
+2%
增持
NEOG
Neogen Corporation
+$315.0K
132,326
+1%
减持
DEO
Diageo PLC Sponsored ADR
+$314.0K
11,679
-0%
减持
KO
Coca-Cola Company
+$313.0K
46,554
-0%
减持
EOG
EOG Resources, Inc.
+$312.0K
36,418
-0%
增持
JPM
JPMorgan Chase & Co.
-$298.0K
63,619
+0%
建仓
IJS
iShares S&P Small-Cap 600 Value ETF
+$290.0K
2,775
增持
DIS
Walt Disney Company
-$288.0K
25,353
+2%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$281.0K
70,356
+7%
减持
WM
Waste Management, Inc.
+$256.0K
23,207
-4%
清仓
GE
General Electric Company
-$256.0K
0
-100%
减持
THO
Thor Industries, Inc.
-$255.0K
10,617
-4%
建仓
TROW
T. Rowe Price Group
+$252.0K
1,281
清仓
—
Kansas City Southern
-$243.0K
0
-100%
减持
D
Dominion Energy Inc
-$242.0K
18,448
-20%
减持
BND
Vanguard Total Bond Market ETF
-$240.0K
55,523
-4%
减持
GIS
General Mills, Inc.
+$239.0K
87,350
-7%
增持
AMAT
Applied Materials, Inc.
+$239.0K
5,363
+14%
减持
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
-$231.0K
172,372
-0%
增持
—
Splunk Inc.
-$229.0K
9,535
+4%
清仓
GWRE
Guidewire Software, Inc.
-$229.0K
0
-100%
清仓
ORLY
O'Reilly Automotive, Inc.
-$226.0K
0
-100%
增持
XYL
Xylem Inc.
+$215.0K
65,393
+6%
建仓
ENTA
Enanta Pharmaceuticals, Inc.
+$213.0K
2,850
减持
GILD
Gilead Sciences, Inc.
-$212.0K
22,005
-15%
建仓
ITB
iShares U.S. Home Construction ETF
+$210.0K
2,528
减持
META
Facebook, Inc. Class A
-$204.0K
3,803
-13%
增持
VOO
Vanguard S&P 500 ETF
+$204.0K
3,663
+4%
减持
—
Alcon, Inc.
+$204.0K
32,484
-0%
减持
MOAT
VanEck Morningstar Wide Moat ETF
-$203.0K
22,539
-14%
建仓
—
Ferrari NV
+$203.0K
785
建仓
CCI
Crown Castle International Corp
+$202.0K
966
增持
—
Medtronic PLC
-$201.0K
10,658
+2%
减持
IVV
iShares Core S&P 500 ETF
+$199.0K
6,741
-4%
减持
INTC
Intel Corporation
-$192.0K
70,395
-2%
减持
VNQ
Vanguard Real Estate ETF
+$183.0K
13,319
-0%
减持
—
Steris PLC
+$180.0K
4,629
-0%
减持
VRP
Invesco Variable Rate Preferred ETF
-$171.0K
335,717
-1%
减持
SSNC
SS&C Technologies Holdings, Inc.
+$165.0K
16,021
-3%
减持
SYK
Stryker Corporation
+$145.0K
62,727
-1%
增持
STZ
Constellation Brands, Inc. Class A
+$145.0K
2,630
+8%
减持
DLTR
Dollar Tree, Inc.
+$145.0K
57,722
-31%
减持
IAU
iShares Gold Trust
-$142.0K
18,275
-21%
减持
FIS
Fidelity National Information Services, Inc.
-$134.0K
5,778
-8%
增持
VXUS
Vanguard Total International Stock ETF
+$133.0K
47,699
+4%
增持
WELL
Welltower, Inc.
+$132.0K
24,762
+2%
