小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 14
增持 53
减持 76
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AMZN
Amazon.com, Inc.
-$8.3M
261,172
-2%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$7.3M
216,376
+203%
增持
APD
Air Products and Chemicals, Inc.
+$6.3M
82,159
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%
减持
BSV
Vanguard Short-Term Bond ETF
-$5.9M
118,288
-40%
减持
NKE
NIKE, Inc. Class B
+$5.7M
175,437
-1%
增持
V
Visa Inc. Class A
+$4.6M
146,646
+1%
增持
ROK
Rockwell Automation, Inc.
+$3.9M
86,470
+1%
减持
AAPL
Apple Inc.
-$3.5M
411,485
-0%
减持
IQV
Iqvia Holdings Inc
+$3.0M
129,230
-0%
增持
SEDG
Solaredge Technologies, Inc.
+$3.0M
53,319
+2%
减持
ROP
Roper Technologies, Inc.
+$3.0M
42,481
-1%
减持
BRK/B
Berkshire Hathaway Inc. Class B
+$2.7M
66,071
-0%
增持
SYK
Stryker Corporation
+$2.7M
63,953
+0%
增持
ADBE
Adobe Inc.
+$2.6M
37,426
+3%
增持
IDXX
IDEXX Laboratories, Inc.
+$2.5M
29,890
+1%
减持
ATR
Aptargroup, Inc.
+$2.3M
175,639
-2%
减持
ABBV
AbbVie, Inc.
+$2.3M
84,205
-0%
建仓
CHRW
C.H. Robinson Worldwide, Inc.
+$2.2M
24,563
减持
CRM
Salesforce, Inc.
-$2.2M
92,088
-8%
增持
JPM
JPMorgan Chase & Co.
+$2.1M
70,623
+0%
减持
CVX
Chevron Corporation
+$2.1M
60,261
-0%
增持
SPY
SPDR S&P 500 ETF Trust
+$2.1M
79,145
+0%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$2.0M
96,194
-23%
增持
SHW
Sherwin-Williams Company
+$1.9M
32,569
+14%
增持
XYL
Xylem Inc.
+$1.9M
74,064
+2%
减持
ANSS
ANSYS, Inc.
+$1.8M
99,499
-1%
减持
MRSH
Marsh & McLennan Companies, Inc.
+$1.8M
121,210
-1%
减持
UNP
Union Pacific Corporation
+$1.7M
140,899
-0%
减持
MKC
McCormick & Company, Inc.
+$1.7M
152,622
-1%
减持
PG
Procter & Gamble Company
+$1.6M
68,673
-1%
增持
GOOG
Alphabet Inc. Class C
-$1.6M
223,070
+0%
减持
QQQ
Invesco QQQ Trust
-$1.6M
15,086
-28%
增持
NEE
NextEra Energy, Inc.
+$1.3M
217,438
+1%
增持
ADI
Analog Devices, Inc.
+$1.3M
26,242
+21%
清仓
—
iShares TR Ibonds 22 (TRM TS)
-$1.3M
0
-100%
减持
JNJ
Johnson & Johnson
+$1.2M
92,840
-0%
减持
MRK
Merck & Co., Inc.
+$1.1M
53,088
-4%
减持
FLOT
iShares Floating Rate Bond ETF
-$1.1M
46,538
-32%
减持
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
-$1.1M
101,277
-17%
增持
MSFT
Microsoft Corporation
+$1.1M
155,740
+0%
减持
MCD
McDonald's Corporation
+$1.1M
32,954
-0%
减持
TMO
Thermo Fisher Scientific Inc.
+$1.1M
38,761
-3%
增持
VXF
Vanguard Extended Market ETF
+$1.0M
59,241
+10%
减持
HD
Home Depot, Inc.
+$966.0K
24,276
-0%
增持
VGSH
Vanguard Short-Term Treasury ETF
+$962.0K
79,597
+26%
增持
VIG
Vanguard Dividend Appreciation ETF
+$912.0K
45,833
+2%
减持
PEP
PepsiCo, Inc.
+$890.0K
60,458
-2%
清仓
VTEB
Vanguard Tax-Exempt Bond ETF
-$888.0K
0
-100%
增持
FRCB
First Republic Bank
-$868.0K
158,409
+2%
减持
XBI
SPDR S&P Biotech ETF
-$866.0K
9,470
-55%
增持
NSRGY
Nestle S.A. Sponsored ADR
+$824.0K
106,312
+0%
建仓
—
iShares TR Ibonds 25 (TRM TS)
+$804.0K
34,557
增持
TJX
TJX Companies Inc
+$749.0K
19,812
+49%
减持
LKQ
LKQ Corporation
+$709.0K
118,802
-1%
减持
ABT
Abbott Laboratories
+$686.0K
94,777
-6%
增持
VEU
Vanguard FTSE All-World ex-US ETF
+$672.0K
37,699
+37%
减持
LECO
Lincoln Electric Holdings, Inc.
+$670.0K
46,256
-3%
增持
IVV
iShares Core S&P 500 ETF
+$634.0K
8,845
+15%
增持
IGM
iShares Expanded Tech Sector ETF
+$607.0K
4,140
+107%
减持
EOG
EOG Resources, Inc.
+$606.0K
37,926
-2%
减持
—
Alcon, Inc.
-$595.0K
4,130
-73%
增持
GNRC
Generac Holdings Inc.
-$588.0K
7,889
+2%
增持
—
iShares TR Ibonds 23 (TRM TS)
+$587.0K
92,024
+35%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
+$583.0K
21,696
-3%
减持
—
Exxon Mobil Corporation
+$569.0K
27,101
-2%
建仓
APH
Amphenol Corporation
+$547.0K
7,189
建仓
DNA
Ginkgo Bioworks
+$542.0K
321,000
增持
—
iShares TR Ibonds 24 (TRM TS)
+$531.0K
91,440
+33%
建仓
XLK
Technology Select Sector SPDR Fund
+$523.0K
4,205
减持
RPM
RPM International Inc.
+$486.0K
36,105
-1%
增持
UPS
United Parcel Service, Inc. Class B
+$476.0K
7,676
+45%
增持
ILMN
Illumina, Inc.
+$474.0K
28,270
+3%
增持
ORCL
Oracle Corporation
+$472.0K
22,049
+1%
减持
AMT
American Tower Corporation
-$470.0K
113,887
-1%
减持
GIS
General Mills, Inc.
+$451.0K
80,086
-2%
增持
VV
Vanguard Large-Cap ETF
+$449.0K
12,416
+18%
增持
VOO
Vanguard S&P 500 ETF
+$447.0K
5,382
+22%
减持
CVS
CVS Health Corporation
-$447.0K
151,184
-1%
减持
PFE
Pfizer Inc.
+$445.0K
70,507
-3%
增持
EL
Estee Lauder Companies Inc. Class A
+$440.0K
3,855
+61%
增持
BDX
Becton, Dickinson and Company
+$435.0K
11,661
+3%
减持
TGT
Target Corporation
-$413.0K
18,756
-13%
减持
BIV
Vanguard Intermediate-Term Bond ETF
-$388.0K
10,978
-33%
减持
MDLZ
Mondelez International, Inc. Class A
+$388.0K
38,288
-3%
增持
VO
Vanguard Mid-Cap ETF
+$384.0K
6,985
+26%
减持
CMCSA
Comcast Corporation Class A
+$371.0K
66,889
-0%
减持
VRP
Invesco Variable Rate Preferred ETF
-$345.0K
310,187
-7%
减持
ADP
Automatic Data Processing, Inc.
+$342.0K
78,145
-4%
减持
KO
Coca-Cola Company
+$340.0K
45,589
-0%
增持
NVDA
NVIDIA Corporation
+$323.0K
10,245
+6%
增持
FDX
FedEx Corporation
+$316.0K
12,182
+1%
减持
JMST
JPMorgan Ultra-Short Municipal Income ETF
-$312.0K
140,292
-5%
减持
D
Dominion Energy Inc
-$309.0K
12,634
-20%
减持
—
TE Connectivity LTD
+$306.0K
113,745
-2%
减持
LOW
Lowe's Companies, Inc.
+$305.0K
28,304
-0%
增持
PANW
Palo Alto Networks, Inc.
-$299.0K
26,526
+9%
减持
LLY
Eli Lilly and Company
+$297.0K
7,220
-0%
清仓
CCI
Crown Castle, Inc.
-$296.0K
0
-100%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$294.0K
9,879
+3%
增持
NOW
ServiceNow, Inc.
+$292.0K
19,269
+1%
增持
VGIT
Vanguard Intermediate-Term Treasury ETF
+$286.0K
15,155
+47%
减持
GILD
Gilead Sciences, Inc.
+$286.0K
17,680
-12%
减持
VEA
Vanguard FTSE Developed Markets ETF
+$285.0K
57,343
-2%
减持
INTC
Intel Corporation
-$271.0K
96,079
-12%
增持
GOOGL
Alphabet Inc. Class A
-$271.0K
59,565
+3%
减持
IBM
International Business Machines Corporation
-$265.0K
2,746
-50%
减持
SSNC
SS&C Technologies Holdings, Inc.
-$258.0K
5,065
-54%
建仓
CAT
Caterpillar Inc.
+$257.0K
1,072
减持
AMGN
Amgen Inc.
+$255.0K
8,542
-3%
减持
CSCO
Cisco Systems, Inc.
+$252.0K
36,014
-2%
建仓
SOXX
iShares PHLX Semiconductor ETF
+$241.0K
694
清仓
SQ
Block, Inc
-$240.0K
0
-100%
增持
BND
Vanguard Total Bond Market ETF
+$231.0K
12,069
+35%
增持
SNPS
Synopsys, Inc.
+$230.0K
4,684
+13%
清仓
CRWD
CrowdStrike Holdings, Inc. Class A
-$228.0K
0
-100%
建仓
UGI
UGI Corporation
+$222.0K
6,000
清仓
ALGN
Align Technology, Inc.
-$220.0K
0
-100%
建仓
IEFA
iShares Core MSCI EAFE ETF
+$218.0K
3,538
减持
PYPL
Paypal Holdings Inc
-$216.0K
4,127
-30%
清仓
WFC
Wells Fargo & Company
-$206.0K
0
-100%
建仓
TRV
Travelers Companies, Inc.
+$206.0K
1,100
建仓
RSP
Invesco S&P 500 Equal Weight ETF
+$205.0K
1,449
建仓
SCZ
iShares MSCI EAFE Small-Cap ETF
+$203.0K
3,596
减持
EMR
Emerson Electric Co.
+$202.0K
9,323
-2%
建仓
BNDX
Vanguard Total International Bond ETF
+$201.0K
4,233
减持
AFL
Aflac Incorporated
+$195.0K
22,004
-11%
减持
—
Hologic, Inc.
+$194.0K
20,830
-1%
减持
IWR
iShares Russell Midcap ETF
+$189.0K
36,339
-0%
减持
PNC
PNC Financial Services Group, Inc.
-$182.0K
4,409
-25%
建仓
SMB
VanEck Vectors Short Muni ETF
+$179.0K
10,598
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$173.0K
45,086
-7%
增持
DIS
Walt Disney Company
-$172.0K
35,837
+3%
减持
NVS
Novartis AG Sponsored ADR
+$172.0K
14,885
-4%
减持
CLX
Clorox Company
+$167.0K
15,967
-1%
减持
VTI
Vanguard Total Stock Market ETF
+$161.0K
25,720
-3%
增持
SPG
Simon Property Group
+$158.0K
4,409
+10%
增持
DEO
Diageo PLC Sponsored ADR
+$155.0K
12,848
+2%
减持
RTX
Raytheon Technologies Corporation
+$154.0K
8,959
-2%
减持
ECL
Ecolab Inc.
-$146.0K
109,180
-2%
增持
ABBNY
ABB Ltd. Sponsored ADR
+$146.0K
16,476
+19%
增持
COST
Costco Wholesale Corporation
+$139.0K
9,982
+7%
减持
DLTR
Dollar Tree, Inc.
+$136.0K
30,655
-1%
减持
STZ
Constellation Brands, Inc. Class A
-$129.0K
1,128
-34%
减持
TER
Teradyne, Inc.
+$126.0K
84,447
-12%
增持
AWK
American Water Works Co Inc
+$125.0K
3,697
+10%
减持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
-$123.0K
9,254
-22%
增持
GATX
GATX Corporation
+$122.0K
4,437
+8%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$119.0K
22,938
+1%
减持
VZ
Verizon Communications Inc.
-$118.0K
111,414
-6%
减持
IWM
iShares Russell 2000 ETF
-$118.0K
7,041
-14%
