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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 6
增持 63
减持 57
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple Inc.
-$15.0M
421,422
+1%
增持
AMZN
Amazon.com, Inc.
-$14.2M
263,653
+1937%
增持
ZBRA
Zebra Technologies Corporation Class A
-$8.4M
74,367
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。
+2%
增持
UNP
Union Pacific Corporation
-$8.3M
141,367
+0%
减持
ANSS
ANSYS, Inc.
-$8.0M
98,952
-1%
减持
BSV
Vanguard Short-Term Bond ETF
-$7.4M
166,210
-36%
增持
MSFT
Microsoft Corporation
-$7.0M
156,571
+2%
增持
ROK
Rockwell Automation, Inc.
-$6.2M
83,863
+2%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$5.9M
66,743
-3%
增持
SPY
SPDR S&P 500 ETF Trust
-$5.5M
77,317
+1%
增持
NKE
NIKE, Inc. Class B
-$5.4M
173,283
+1%
减持
XBI
SPDR S&P Biotech ETF
-$4.9M
39,844
-55%
减持
SPGI
S&P Global, Inc.
-$4.5M
45,841
-6%
增持
GOOG
Alphabet Inc. Class C
-$4.4M
10,944
+8%
增持
SYK
Stryker Corporation
-$4.2M
63,362
+1%
减持
TER
Teradyne, Inc.
-$3.8M
65,260
-20%
减持
BND
Vanguard Total Bond Market ETF
-$3.2M
9,922
-80%
减持
MRSH
Marsh & McLennan Companies, Inc.
-$3.2M
126,937
-6%
减持
MKC
McCormick & Company, Inc.
-$3.0M
155,824
-3%
增持
ROP
Roper Technologies, Inc.
-$2.8M
38,451
+1%
增持
IDXX
IDEXX Laboratories, Inc.
-$2.7M
24,618
+19%
增持
V
Visa Inc. Class A
-$2.6M
142,737
+3%
增持
FRCB
First Republic Bank
-$2.5M
152,635
+1%
增持
ECL
Ecolab Inc.
-$2.4M
110,324
+0%
减持
VXF
Vanguard Extended Market ETF
-$2.3M
51,921
-5%
增持
CRM
Salesforce, Inc.
-$2.3M
89,430
+12%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$2.2M
22,476
-4%
减持
QQQ
Invesco QQQ Trust
-$2.1M
20,957
-5%
增持
SEDG
Solaredge Technologies, Inc.
-$2.1M
51,592
+3%
增持
ADBE
Adobe Inc.
-$2.1M
37,421
+8%
减持
ADP
Automatic Data Processing, Inc.
-$2.0M
87,693
-2%
增持
—
TE Connectivity Ltd.
-$1.9M
114,017
+1%
减持
INTC
Intel Corporation
-$1.9M
108,876
-10%
减持
DHR
Danaher Corporation
-$1.8M
43,234
-0%
增持
IQV
Iqvia Holdings Inc
-$1.7M
127,335
+0%
减持
BDX
Becton, Dickinson and Company
-$1.5M
11,838
-28%
增持
GOOGL
Alphabet Inc. Class A
-$1.4M
2,782
+4%
增持
TMO
Thermo Fisher Scientific Inc.
-$1.4M
37,301
+2%
增持
NSRGY
Nestle S.A. Sponsored ADR
-$1.4M
105,484
+1%
减持
VTI
Vanguard Total Stock Market ETF
-$1.3M
27,023
-4%
增持
CVS
CVS Health Corporation
-$1.2M
153,171
+1%
增持
NEE
NextEra Energy, Inc.
-$1.2M
214,361
+2%
增持
TGT
Target Corporation
-$1.2M
23,076
+10%
建仓
JPST
JPMorgan Ultra-Short Income ETF
+$1.1M
22,565
减持
NEOG
Neogen Corporation
-$1.1M
123,312
-7%
增持
ATR
Aptargroup, Inc.
-$1.1M
188,134
+8%
减持
MMM
3M Company
-$1.1M
17,960
-21%
减持
ABBV
AbbVie, Inc.
-$1.1M
87,868
-2%
增持
AMT
American Tower Corporation
+$1.0M
113,851
+2%
增持
JPM
JPMorgan Chase & Co.
-$1.0M
67,996
+7%
减持
ABT
Abbott Laboratories
-$1.0M
101,850
-0%
增持
IJJ
iShares S&P Mid-Cap 400 Value ETF
+$971.0K
15,450
+247%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$924.0K
11,040
-13%
清仓
CHRW
C.H. Robinson Worldwide, Inc.
-$899.0K
0
-100%
增持
SHW
Sherwin-Williams Company
-$844.0K
33,153
+0%
增持
MRK
Merck & Co., Inc.
+$813.0K
59,272
+6%
增持
VIG
Vanguard Dividend Appreciation ETF
-$807.0K
43,516
+0%
增持
CVX
Chevron Corporation
-$775.0K
60,444
+3%
增持
LOW
Lowe's Companies, Inc.
-$774.0K
28,475
+0%
减持
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
-$759.0K
151,523
-7%
减持
SQ
Block, Inc
-$749.0K
5,688
-30%
增持
IWR
iShares Russell Midcap ETF
+$740.0K
36,396
+76%
增持
VRP
Invesco Variable Rate Preferred ETF
-$673.0K
344,160
+1%
增持
ILMN
Illumina, Inc.
+$665.0K
16,291
+143%
减持
VEU
Vanguard FTSE All-World ex-US ETF
-$656.0K
37,601
-15%
增持
CSCO
Cisco Systems, Inc.
-$655.0K
52,984
+1%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$646.0K
67,118
-5%
增持
DIS
Walt Disney Company
-$642.0K
31,195
+19%
增持
IJS
iShares S&P Small-Cap 600 Value ETF
+$640.0K
10,375
+274%
增持
IJR
iShares Core S&P Small Cap ETF
-$631.0K
97,929
+9%
减持
GIS
General Mills, Inc.
+$620.0K
84,570
-1%
减持
CMCSA
Comcast Corporation Class A
-$616.0K
69,595
-3%
增持
PG
Procter & Gamble Company
-$609.0K
74,775
+1%
增持
TYL
Tyler Technologies, Inc.
-$598.0K
6,191
+4%
减持
—
Splunk Inc.
-$590.0K
9,583
-1%
减持
JMST
JPMorgan Ultra-Short Municipal Income ETF
-$584.0K
158,647
-7%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$580.0K
18,450
-37%
减持
QCOM
Qualcomm Inc
-$568.0K
21,656
-1%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$556.0K
132,250
-3%
建仓
VEEV
Veeva Systems Inc Class A
+$549.0K
2,770
减持
VXUS
Vanguard Total International Stock ETF
-$547.0K
45,629
-6%
增持
BIV
Vanguard Intermediate-Term Bond ETF
+$535.0K
16,693
+80%
增持
NVDA
NVIDIA Corporation
-$518.0K
7,803
+25%
清仓
ES
Eversource Energy
-$516.0K
0
-100%
增持
IVV
iShares Core S&P 500 ETF
-$506.0K
7,088
+1%
增持
PANW
Palo Alto Networks, Inc.
+$505.0K
7,744
+45%
增持
LECO
Lincoln Electric Holdings, Inc.
-$504.0K
49,151
+3%
减持
—
Stericycle, Inc.
-$494.0K
4,722
-60%
减持
IFF
International Flavors & Fragrances Inc.
-$488.0K
6,480
-32%
减持
UPS
United Parcel Service, Inc. Class B
-$448.0K
5,308
-20%
减持
META
Meta Platforms
-$438.0K
2,282
-37%
清仓
—
Pioneer Natural Resources Company
-$436.0K
0
-100%
增持
PH
Parker-Hannifin Corporation
-$428.0K
14,518
+3%
增持
AXP
American Express Company
-$424.0K
12,942
+9%
增持
COST
Costco Wholesale Corporation
-$420.0K
9,166
+10%
减持
PYPL
Paypal Holdings Inc
-$415.0K
8,777
-1%
减持
JNJ
Johnson & Johnson
-$414.0K
96,950
-3%
清仓
TDOC
Teladoc Health, Inc.
-$398.0K
0
-100%
减持
DLTR
Dollar Tree, Inc.
-$397.0K
34,542
-4%
清仓
ISRG
Intuitive Surgical, Inc.
-$362.0K
0
-100%
增持
NOW
ServiceNow, Inc.
+$344.0K
16,280
+23%
增持
HD
Home Depot, Inc.
-$335.0K
24,187
+4%
清仓
WDAY
Workday, Inc. Class A
-$324.0K
0
-100%
减持
ITW
Illinois Tool Works Inc.
-$322.0K
11,787
-0%
减持
LLY
Eli Lilly and Company
+$307.0K
9,251
-2%
增持
FLOT
iShares Floating Rate Bond ETF
+$305.0K
157,236
+5%
减持
IWM
iShares Russell 2000 ETF
-$303.0K
8,160
-1%
减持
—
Accenture Plc Class A
-$301.0K
4,475
-2%
增持
IBM
International Business Machines Corporation
+$300.0K
6,338
+38%
减持
VZ
Verizon Communications Inc.
-$295.0K
129,428
-4%
清仓
HCAT
Health Catalyst, Inc.
-$295.0K
0
-100%
增持
TJX
TJX Companies Inc
+$289.0K
11,738
+94%
清仓
—
PS Business Parks, Inc.
-$288.0K
0
-100%
清仓
AMD
Advanced Micro Devices, Inc.
-$280.0K
0
-100%
清仓
OTIS
Otis Worldwide Corporation
-$275.0K
0
-100%
清仓
TRV
Travelers Companies, Inc.
-$274.0K
0
-100%
清仓
TTD
Trade Desk, Inc. Class A
-$270.0K
0
-100%
增持
OKTA
Okta Inc CL A
+$261.0K
5,918
+226%
增持
DEO
Diageo PLC Sponsored ADR
-$254.0K
12,386
+4%
清仓
STT
State Street Corporation
-$251.0K
0
-100%
增持
EEM
iShares MSCI Emerging Markets ETF
+$251.0K
15,398
+90%
减持
LKQ
LKQ Corporation
+$250.0K
119,549
-3%
建仓
SUB
iShares Short-Term National Muni Bond ETF
+$247.0K
2,360
建仓
—
Linde plc
+$246.0K
855
减持
VGSH
Vanguard Short-Term Treasury ETF
-$244.0K
92,099
-4%
清仓
—
CDK Global, Inc.
-$243.0K
0
-100%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$242.0K
43,708
-2%
减持
SSNC
SS&C Technologies Holdings, Inc.
-$241.0K
10,946
-6%
清仓
TSM
Taiwan Semiconductor MFG.
-$240.0K
0
-100%
减持
GLW
Corning Inc
-$240.0K
40,144
-2%
清仓
CAT
Caterpillar Inc.
-$239.0K
0
-100%
建仓
SCZ
iShares MSCI EAFE Small-Cap ETF
+$235.0K
4,296
清仓
ITOT
iShares Core S&P Total U.S. Stock Market ETF
-$227.0K
0
-100%
减持
IWO
iShares Russell 2000 Growth ETF
-$226.0K
4,350
-1%
减持
MO
Altria Group Inc
-$221.0K
18,646
-3%
清仓
GPN
Global Payments Inc.
-$220.0K
0
-100%
清仓
NYT
New York Times Company Class A
-$219.0K
0
-100%
清仓
IWB
iShares Russell 1000 ETF
-$219.0K
0
-100%
清仓
—
Canadian Pacific Railway Limited
-$214.0K
0
-100%
减持
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
-$211.0K
23,206
-1%
清仓
—
Aptiv PLC
-$207.0K
0
-100%
清仓
ZBH
Zimmer Biomet Holdings, Inc.
-$207.0K
0
-100%
增持
EOG
EOG Resources, Inc.
-$206.0K
37,283
+3%
建仓
BNDX
Vanguard Total International Bond ETF
+$203.0K
4,090
清仓
ENTA
Enanta Pharmaceuticals, Inc.
-$203.0K
0
-100%
增持
APD
Air Products and Chemicals, Inc.
-$202.0K
84,154
+3%
增持
ADI
Analog Devices, Inc.
-$200.0K
16,430
+4%
减持
WM
Waste Management, Inc.
-$200.0K
19,081
-3%
减持
FIS
Fidelity National Information Services, Inc.
-$196.0K
3,281
-34%
减持
—
Hologic, Inc.
-$193.0K
21,154
-2%
