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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 14
增持 52
减持 74
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
ZBRA
Zebra Technologies Corporation Class A
-$12.7M
73,034
+1%
减持
ANSS
ANSYS, Inc.
-$8.5M
99,711
-0%
减持
AAPL
Apple Inc.
-$7.6M
416,153
-8%
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。
减持
IQV
Iqvia Holdings Inc
-$6.6M
126,725
-0%
减持
ECL
Ecolab Inc.
-$6.4M
109,945
-0%
增持
FRCB
First Republic Bank
-$6.3M
150,978
+1%
减持
NKE
NIKE, Inc. Class B
-$6.2M
172,104
-2%
减持
ROK
Rockwell Automation, Inc.
-$5.7M
82,004
-0%
增持
AMT
American Tower Corporation
-$4.6M
111,659
+0%
增持
TER
Teradyne, Inc.
+$4.4M
81,975
+153%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$3.7M
44,708
-62%
增持
BRK/B
Berkshire Hathaway Inc. Class B
+$3.7M
68,484
+0%
增持
APD
Air Products and Chemicals, Inc.
-$3.6M
81,787
+4%
增持
UNP
Union Pacific Corporation
+$3.5M
140,810
+1%
减持
QQQ
Invesco QQQ Trust
-$3.4M
22,086
-23%
减持
TMO
Thermo Fisher Scientific Inc.
-$3.3M
36,605
-2%
增持
SHW
Sherwin-Williams Company
-$3.2M
33,119
+2%
增持
—
TE Connectivity Ltd.
-$3.0M
113,118
+3%
增持
ABBV
AbbVie, Inc.
+$2.8M
89,590
+4%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$2.8M
23,458
-15%
增持
MSFT
Microsoft Corporation
-$2.7M
152,968
+3%
增持
HD
Home Depot, Inc.
-$2.6M
23,282
+1%
减持
CVX
Chevron Corporation
+$2.6M
58,505
-1%
减持
LOW
Lowe's Companies, Inc.
-$2.4M
28,430
-10%
增持
SEDG
Solaredge Technologies, Inc.
+$2.4M
50,317
+2%
增持
INTC
Intel Corporation
+$2.4M
120,827
+72%
减持
ABT
Abbott Laboratories
-$2.3M
102,028
-0%
减持
IJR
iShares Core S&P Small Cap ETF
-$2.3M
89,735
-15%
减持
DLTR
Dollar Tree, Inc.
-$2.3M
36,091
-37%
减持
LKQ
LKQ Corporation
-$2.3M
123,730
-6%
减持
XYL
Xylem Inc.
-$2.3M
65,328
-0%
减持
SPY
SPDR S&P 500 ETF Trust
-$2.3M
76,787
-1%
增持
IDXX
IDEXX Laboratories, Inc.
-$2.1M
20,659
+1%
减持
DHR
Danaher Corporation
-$2.0M
43,442
-3%
减持
ADP
Automatic Data Processing, Inc.
-$1.8M
89,773
-0%
减持
BDX
Becton, Dickinson and Company
-$1.8M
16,495
-33%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$1.7M
29,113
-50%
减持
—
Alcon, Inc.
-$1.6M
15,644
-52%
减持
MRSH
Marsh & McLennan Companies, Inc.
-$1.6M
134,537
-5%
减持
VXF
Vanguard Extended Market ETF
-$1.6M
54,833
-6%
增持
SPGI
S&P Global, Inc.
-$1.4M
48,605
+7%
增持
XBI
SPDR S&P Biotech ETF
-$1.4M
87,918
+6%
增持
JPM
JPMorgan Chase & Co.
-$1.4M
63,733
+0%
增持
V
Visa Inc. Class A
+$1.4M
138,397
+2%
减持
ROP
Roper Technologies, Inc.
-$1.3M
38,097
-3%
减持
EEM
iShares MSCI Emerging Markets ETF
-$1.2M
8,115
-75%
减持
PG
Procter & Gamble Company
-$1.2M
74,355
-3%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$1.1M
104,757
-1%
减持
IFF
International Flavors & Fragrances Inc.
-$1.1M
9,594
-40%
减持
MMM
3M Company
-$1.1M
22,774
-10%
减持
VGSH
Vanguard Short-Term Treasury ETF
-$1.1M
95,602
-14%
清仓
THO
Thor Industries, Inc.
-$1.1M
0
-100%
减持
EOG
EOG Resources, Inc.
+$1.1M
36,263
-0%
增持
PANW
Palo Alto Networks, Inc.
+$1.1M
5,333
+32%
增持
NEE
NextEra Energy, Inc.
-$1.1M
210,015
+4%
增持
ADBE
Adobe Inc.
+$1.0M
34,589
+33%
减持
VTI
Vanguard Total Stock Market ETF
-$931.0K
28,202
-7%
减持
JMST
JPMorgan Ultra-Short Municipal Income ETF
-$888.0K
170,202
-9%
减持
PYPL
Paypal Holdings Inc
-$844.0K
8,887
-10%
减持
AFL
Aflac Incorporated
-$811.0K
25,141
-40%
减持
MCD
McDonald's Corporation
-$805.0K
37,429
-0%
减持
VIG
Vanguard Dividend Appreciation ETF
-$756.0K
43,474
-4%
减持
WM
Waste Management, Inc.
-$754.0K
19,681
-15%
减持
RPM
RPM International Inc.
-$753.0K
38,065
-0%
增持
BSV
Vanguard Short-Term Bond ETF
-$739.0K
258,557
+0%
增持
JNJ
Johnson & Johnson
+$733.0K
99,443
+1%
减持
CLX
Clorox Company
-$729.0K
17,906
-3%
减持
BND
Vanguard Total Bond Market ETF
-$728.0K
50,016
-10%
清仓
LNC
Lincoln National Corporation
-$692.0K
0
-100%
减持
—
Trane Technologies plc
-$664.0K
13,152
-1%
减持
QCOM
Qualcomm Inc
-$660.0K
21,818
-0%
减持
—
Stericycle, Inc.
-$606.0K
11,898
-46%
增持
GOOG
Alphabet Inc. Class C
+$579.0K
10,155
+6%
减持
—
Exxon Mobil Corporation
+$578.0K
33,910
-7%
增持
SNPS
Synopsys, Inc.
+$568.0K
3,495
+116%
减持
CMCSA
Comcast Corporation Class A
-$550.0K
71,480
-8%
增持
AMZN
Amazon.com, Inc.
+$534.0K
12,946
+4%
增持
NVDA
NVIDIA Corporation
+$522.0K
6,233
+56%
建仓
SHEL
Shell PLC ADR
+$514.0K
9,350
清仓
IEFA
iShares Core MSCI EAFE ETF
-$508.0K
0
-100%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$508.0K
12,753
-8%
减持
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
-$507.0K
163,115
-5%
增持
AXP
American Express Company
+$482.0K
11,863
+12%
减持
META
Facebook, Inc. Class A
-$473.0K
3,627
-5%
减持
CSCO
Cisco Systems, Inc.
-$467.0K
52,257
-2%
减持
PEP
PepsiCo, Inc.
-$447.0K
62,545
-0%
减持
ITW
Illinois Tool Works Inc.
-$443.0K
11,797
-0%
减持
SSNC
SS&C Technologies Holdings, Inc.
-$436.0K
11,688
-27%
建仓
—
Pioneer Natural Resources Company
+$436.0K
1,745
减持
NVO
Novo Nordisk A/S Sponsored ADR Class B
-$434.0K
33,329
-10%
减持
FLOT
iShares Floating Rate Bond ETF
-$425.0K
149,334
-5%
增持
PFE
Pfizer Inc.
-$423.0K
73,628
+3%
减持
VEU
Vanguard FTSE All-World ex-US ETF
-$421.0K
44,018
-9%
减持
—
Accenture Plc Class A
-$416.0K
4,575
-3%
建仓
DG
Dollar General Corporation
+$415.0K
1,866
建仓
—
SVB Financial Group
+$401.0K
716
清仓
—
Royal Dutch Shell PLC Sponsored ADR Class A
-$396.0K
0
-100%
增持
VRP
Invesco Variable Rate Preferred ETF
-$392.0K
340,003
+1%
增持
UPS
United Parcel Service, Inc. Class B
+$385.0K
6,608
+37%
减持
GILD
Gilead Sciences, Inc.
-$383.0K
20,430
-7%
减持
MOAT
VanEck Morningstar Wide Moat ETF
-$382.0K
17,844
-21%
增持
MRK
Merck & Co., Inc.
+$361.0K
55,953
+1%
减持
HUBB
Hubbell Incorporated Class B
-$357.0K
12,234
-2%
增持
PAYC
Paycom Software, Inc.
+$350.0K
1,850
+164%
减持
INTU
Intuit Inc.
-$345.0K
1,964
-2%
建仓
WCN
Waste Connections, Inc.
+$344.0K
2,465
增持
DIS
Walt Disney Company
-$340.0K
26,150
+3%
增持
—
Splunk Inc.
+$335.0K
9,675
+1%
减持
—
Cambridge Bancorp
-$325.0K
10,679
-19%
建仓
WDAY
Workday, Inc. Class A
+$324.0K
1,355
增持
ATR
Aptargroup, Inc.
-$318.0K
174,474
+3%
建仓
ODFL
Old Dominion Freight Line, Inc.
+$312.0K
1,044
减持
CL
Colgate-Palmolive Company
-$305.0K
31,536
-0%
减持
IBM
International Business Machines Corporation
-$302.0K
4,578
-32%
建仓
PGR
Progressive Corporation
+$290.0K
2,545
建仓
—
PS Business Parks, Inc.
+$288.0K
1,715
增持
FDX
FedEx Corporation
-$282.0K
11,475
+1%
建仓
AMD
Advanced Micro Devices, Inc.
+$280.0K
2,558
减持
SWK
Stanley Black & Decker, Inc.
-$267.0K
4,421
-6%
增持
WELL
Welltower, Inc.
+$260.0K
24,796
+0%
清仓
FSLR
First Solar, Inc.
-$258.0K
0
-100%
增持
TGT
Target Corporation
-$257.0K
20,929
+3%
减持
KMB
Kimberly-Clark Corporation
-$256.0K
8,425
-7%
清仓
TROW
T. Rowe Price Group
-$252.0K
0
-100%
建仓
CAT
Caterpillar Inc.
+$239.0K
1,072
减持
COP
Conocophillips
+$235.0K
9,194
-3%
增持
BSX
Boston Scientific Corporation
+$235.0K
15,714
+45%
清仓
CPRT
Copart, Inc.
-$235.0K
0
-100%
增持
VCSH
Vanguard Short-Term Corporate Bond ETF
+$232.0K
136,272
+6%
增持
SYY
Sysco Corporation
+$231.0K
8,472
+44%
建仓
XLE
Energy Select Sector SPDR Fund
+$227.0K
2,969
建仓
—
Canadian Pacific Railway Limited
+$214.0K
2,588
清仓
—
Janus Henderson Group PLC
-$210.0K
0
-100%
清仓
ITB
iShares U.S. Home Construction ETF
-$210.0K
0
-100%
增持
VEA
Vanguard FTSE Developed Markets ETF
-$208.0K
70,462
+0%
建仓
—
Aptiv PLC
+$207.0K
1,730
减持
IWO
iShares Russell 2000 Growth ETF
-$205.0K
4,390
-3%
清仓
—
Ferrari NV
-$203.0K
0
-100%
增持
AMGN
Amgen Inc.
+$202.0K
9,520
+2%
增持
CCI
Crown Castle International Corp
+$202.0K
2,191
+127%
增持
VO
Vanguard Mid-Cap ETF
+$201.0K
4,095
+35%
增持
NOW
ServiceNow, Inc.
-$200.0K
13,282
+13%
增持
STWD
Starwood Property Trust, Inc.
+$196.0K
44,878
+23%
减持
VGIT
Vanguard Intermediate-Term Treasury ETF
-$195.0K
10,301
-19%
减持
VZ
Verizon Communications Inc.
-$194.0K
134,720
-1%
减持
FTV
Fortive Corp.
-$176.0K
7,255
-10%
减持
IYW
iShares U.S. Technology ETF
-$173.0K
10,800
-4%
增持
—
Medtronic PLC
+$161.0K
11,394
+7%
增持
DEO
Diageo PLC Sponsored ADR
-$160.0K
11,867
+2%
增持
VOO
Vanguard S&P 500 ETF
+$159.0K
4,235
+16%
