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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 8
增持 47
减持 80
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
AMT
American Tower Corporation
-$4.5M
114,567
+1%
减持
FLOT
iShares Floating Rate Bond ETF
-$4.4M
68,887
-56%
增持
IQV
Iqvia Holdings Inc
-$4.2M
129,599
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%
减持
MSFT
Microsoft Corporation
-$4.0M
155,648
-1%
减持
ADBE
Adobe Inc.
-$3.7M
36,466
-3%
增持
NKE
NIKE, Inc. Class B
-$2.9M
178,005
+3%
减持
UNP
Union Pacific Corporation
-$2.7M
140,977
-0%
增持
GOOG
Alphabet Inc. Class C
-$2.5M
222,542
+1933%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$2.5M
71,366
+216%
建仓
TFLO
iShares Treasury Floating Rate Bond ETF
+$2.4M
48,440
减持
ATR
Aptargroup, Inc.
-$2.4M
178,703
-5%
增持
V
Visa Inc. Class A
-$2.3M
145,494
+2%
增持
ILMN
Illumina, Inc.
+$2.2M
27,476
+69%
增持
AMZN
Amazon.com, Inc.
+$2.2M
267,184
+1%
减持
ABBV
AbbVie, Inc.
-$2.1M
84,276
-4%
减持
VZ
Verizon Communications Inc.
-$2.1M
118,745
-8%
减持
JNJ
Johnson & Johnson
-$2.0M
92,997
-4%
减持
MKC
McCormick & Company, Inc.
-$2.0M
153,985
-1%
增持
BSV
Vanguard Short-Term Bond ETF
+$2.0M
197,237
+19%
增持
SEDG
Solaredge Technologies, Inc.
-$2.0M
52,467
+2%
减持
PG
Procter & Gamble Company
-$1.9M
69,714
-7%
增持
FRCB
First Republic Bank
-$1.8M
154,547
+1%
减持
VGSH
Vanguard Short-Term Treasury ETF
-$1.8M
62,987
-32%
减持
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
-$1.7M
121,549
-20%
减持
MCD
McDonald's Corporation
-$1.7M
33,004
-13%
增持
ROK
Rockwell Automation, Inc.
+$1.7M
85,609
+2%
建仓
—
iShares TR Ibonds 23 (TRM TS)
+$1.7M
68,097
建仓
—
iShares TR Ibonds 24 (TRM TS)
+$1.6M
68,905
增持
ZBRA
Zebra Technologies Corporation Class A
-$1.6M
77,266
+4%
减持
SHW
Sherwin-Williams Company
-$1.6M
28,541
-14%
增持
ANSS
ANSYS, Inc.
-$1.5M
100,092
+1%
减持
NEOG
Neogen Corporation
-$1.5M
108,086
-12%
增持
TER
Teradyne, Inc.
+$1.4M
96,473
+48%
减持
MRSH
Marsh & McLennan Companies, Inc.
-$1.4M
122,638
-3%
减持
ABT
Abbott Laboratories
-$1.3M
100,457
-1%
减持
XBI
SPDR S&P Biotech ETF
-$1.3M
20,834
-48%
建仓
—
iShares TR Ibonds 22 (TRM TS)
+$1.3M
50,116
增持
INTC
Intel Corporation
-$1.3M
109,024
+0%
减持
DLTR
Dollar Tree, Inc.
-$1.2M
30,865
-11%
减持
APD
Air Products and Chemicals, Inc.
-$1.2M
81,958
-3%
增持
IDXX
IDEXX Laboratories, Inc.
+$1.1M
29,727
+21%
增持
GNRC
Generac Holdings Inc.
+$1.0M
7,761
+376%
增持
SPY
SPDR S&P 500 ETF Trust
-$1.0M
78,831
+2%
减持
FDX
FedEx Corporation
-$971.0K
12,081
-1%
增持
ECL
Ecolab Inc.
-$925.0K
111,053
+1%
增持
NSRGY
Nestle S.A. Sponsored ADR
-$837.0K
106,249
+1%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$815.0K
124,808
-6%
减持
NVO
Novo Nordisk A/S Sponsored ADR Class B
-$800.0K
28,688
-13%
减持
CSCO
Cisco Systems, Inc.
-$795.0K
36,604
-31%
减持
CMCSA
Comcast Corporation Class A
-$763.0K
67,130
-4%
建仓
FANG
Diamondback Energy Inc
+$722.0K
6,000
减持
AAPL
Apple Inc.
-$701.0K
411,834
-2%
增持
XYL
Xylem Inc.
+$685.0K
72,393
+0%
减持
PFE
Pfizer Inc.
-$674.0K
72,399
-1%
减持
VEU
Vanguard FTSE All-World ex-US ETF
-$661.0K
27,437
-27%
减持
LLY
Eli Lilly and Company
-$655.0K
7,252
-22%
减持
MRK
Merck & Co., Inc.
-$650.0K
55,199
-7%
减持
MMM
3M Company
-$638.0K
15,259
-15%
减持
JMST
JPMorgan Ultra-Short Municipal Income ETF
-$633.0K
147,169
-7%
增持
ADI
Analog Devices, Inc.
+$628.0K
21,737
+32%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$616.0K
58,362
-13%
增持
NOW
ServiceNow, Inc.
-$551.0K
19,041
+17%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$548.0K
34,870
-20%
增持
SPGI
S&P Global, Inc.
+$545.0K
52,389
+14%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$540.0K
66,221
-1%
增持
GOOGL
Alphabet Inc. Class A
-$537.0K
57,777
+1977%
清仓
OKTA
Okta Inc CL A
-$535.0K
0
-100%
减持
IJR
iShares Core S&P Small Cap ETF
-$514.0K
97,899
-0%
减持
VXUS
Vanguard Total International Stock ETF
-$513.0K
40,266
-12%
清仓
—
Jacobs Engineering Group Inc.
-$511.0K
0
-100%
减持
PEP
PepsiCo, Inc.
-$456.0K
61,454
-2%
建仓
J
Jacobs Solutions Inc
+$436.0K
4,023
清仓
TWLO
Twilio Inc.
-$433.0K
0
-100%
减持
—
Splunk Inc.
-$428.0K
5,585
-42%
减持
XRAY
Dentsply Sirona, Inc.
-$404.0K
13,989
-38%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$402.0K
9,556
-13%
减持
BDX
Becton, Dickinson and Company
-$388.0K
11,355
-4%
减持
MDLZ
Mondelez International, Inc. Class A
-$376.0K
39,454
-4%
减持
CLX
Clorox Company
-$362.0K
16,154
-7%
减持
LOW
Lowe's Companies, Inc.
+$360.0K
28,403
-0%
减持
VRP
Invesco Variable Rate Preferred ETF
-$347.0K
332,913
-3%
减持
CVS
CVS Health Corporation
+$343.0K
152,416
-0%
减持
VTI
Vanguard Total Stock Market ETF
-$341.0K
26,500
-2%
增持
DIS
Walt Disney Company
+$341.0K
34,829
+12%
减持
CL
Colgate-Palmolive Company
-$340.0K
31,086
-1%
减持
QCOM
Qualcomm Inc
-$326.0K
21,594
-0%
清仓
—
Coherent, Inc.
-$320.0K
0
-100%
减持
KO
Coca-Cola Company
-$319.0K
45,707
-0%
增持
CRM
Salesforce, Inc.
-$314.0K
100,427
+12%
减持
IFF
International Flavors & Fragrances Inc.
-$314.0K
5,035
-22%
增持
SYK
Stryker Corporation
+$311.0K
63,766
+1%
增持
JPM
JPMorgan Chase & Co.
-$311.0K
70,306
+3%
清仓
FIS
Fidelity National Information Services, Inc.
-$301.0K
0
-100%
减持
AMGN
Amgen Inc.
-$299.0K
8,821
-6%
减持
QQQ
Invesco QQQ Trust
-$284.0K
20,918
-0%
清仓
WAT
Waters Corporation
-$278.0K
0
-100%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$270.0K
22,465
-0%
增持
WELL
Welltower, Inc.
-$268.0K
27,593
+11%
减持
NSC
Norfolk Southern Corporation
-$254.0K
13,783
-0%
减持
PM
Philip Morris International Inc.
-$252.0K
13,342
-3%
减持
IBM
International Business Machines Corporation
-$243.0K
5,483
-13%
建仓
ENPH
Enphase Energy Inc
+$242.0K
875
清仓
SCZ
iShares MSCI EAFE Small-Cap ETF
-$235.0K
0
-100%
清仓
DOW
Dow, Inc.
-$235.0K
0
-100%
增持
SBUX
Starbucks Corporation
+$235.0K
9,773
+27%
清仓
UGI
UGI Corporation
-$232.0K
0
-100%
增持
ROP
Roper Technologies, Inc.
+$231.0K
42,837
+11%
增持
WM
Waste Management, Inc.
+$231.0K
19,656
+3%
清仓
—
DuPont de Nemours, Inc.
-$231.0K
0
-100%
增持
NEE
NextEra Energy, Inc.
+$230.0K
214,686
+0%
清仓
—
GSK PLC ADR
-$230.0K
0
-100%
减持
STZ
Constellation Brands, Inc. Class A
-$223.0K
1,701
-35%
建仓
ZBH
Zimmer Biomet Holdings, Inc.
+$220.0K
2,106
减持
—
Alcon, Inc.
-$215.0K
15,082
-4%
清仓
CTSH
Cognizant Technology Solutions Corporation Class A
-$211.0K
0
-100%
清仓
—
Stericycle, Inc.
-$207.0K
0
-100%
清仓
STPZ
PIMCO 1-5 Year US TIPS Index ETF
-$205.0K
0
-100%
清仓
BNDX
Vanguard Total International Bond ETF
-$203.0K
0
-100%
增持
—
SVB Financial Group
+$197.0K
1,841
+73%
增持
VIG
Vanguard Dividend Appreciation ETF
-$195.0K
44,751
+3%
减持
—
Exxon Mobil Corporation
-$194.0K
27,724
-9%
增持
ORCL
Oracle Corporation
-$191.0K
21,763
+0%
增持
EOG
EOG Resources, Inc.
+$188.0K
38,537
+3%
减持
D
Dominion Energy Inc
-$183.0K
15,697
-1%
减持
BMY
Bristol-Myers Squibb Company
-$179.0K
27,441
-1%
增持
PANW
Palo Alto Networks, Inc.
+$175.0K
24,426
+215%
减持
VNQ
Vanguard Real Estate ETF
-$175.0K
13,386
-2%
减持
IJS
iShares S&P Small-Cap 600 Value ETF
-$174.0K
9,108
-12%
增持
TJX
TJX Companies Inc
+$172.0K
13,313
+13%
减持
VOO
Vanguard S&P 500 ETF
-$163.0K
4,396
-5%
增持
—
Globalstar, Inc.
+$162.0K
110,000
+1000%
减持
RHHBY
Roche Holding Ltd Sponsored ADR
-$161.0K
6,704
-36%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$155.0K
22,821
+20%
增持
—
TE Connectivity LTD
-$149.0K
115,557
+1%
减持
TYL
Tyler Technologies, Inc.
-$146.0K
5,502
-11%
减持
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
-$145.0K
3,481
-32%
减持
SWK
Stanley Black & Decker, Inc.
-$143.0K
4,199
-4%
减持
RTX
Raytheon Technologies Corporation
-$140.0K
9,154
-1%
减持
SYY
Sysco Corporation
-$126.0K
7,447
-3%
减持
MOTI
VanEck Morningstar International Moat ETF
-$125.0K
15,125
-13%
减持
GIS
General Mills, Inc.
-$117.0K
81,768
-3%
减持
—
Accenture Plc Class A
-$116.0K
4,375
-2%
减持
PAYC
Paycom Software, Inc.
-$113.0K
1,820
-28%
减持
T
AT&T Inc.
-$112.0K
18,210
-3%
增持
BLV
Vanguard Long-Term Bond ETF
+$111.0K
6,614
+45%
减持
BND
Vanguard Total Bond Market ETF
-$111.0K
8,922
-10%
减持
SQ
Block, Inc
-$110.0K
4,373
-23%
增持
STWD
Starwood Property Trust, Inc.
-$108.0K
51,067
+3%
减持
META
Meta Platforms
-$104.0K
1,939
-15%
增持
SPG
Simon Property Group
+$104.0K
4,000
+49%
