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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 9
增持 39
减持 86
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
FRCB
First Republic Bank
-$19.3M
0
-100%
减持
AAPL
Apple Inc.
+$12.8M
402,006
-2%
增持
ANSS
ANSYS, Inc.
+$9.9M
102,036
+3%
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
MSFT
Microsoft Corporation
+$6.4M
151,658
-3%
增持
AMZN
Amazon.com, Inc.
+$6.0M
270,942
+4%
增持
ZBRA
Zebra Technologies Corporation Class A
+$5.4M
80,741
+2%
减持
CRM
Salesforce, Inc.
+$4.4M
82,965
-10%
减持
CVS
CVS Health Corporation
-$3.0M
148,924
-1%
减持
ROK
Rockwell Automation, Inc.
+$3.0M
86,195
-0%
减持
GOOG
Alphabet Inc. Class C
+$3.0M
219,271
-2%
减持
IDXX
IDEXX Laboratories, Inc.
+$2.6M
29,584
-1%
增持
ATR
Aptargroup, Inc.
+$2.5M
184,841
+5%
减持
V
Visa Inc. Class A
+$2.5M
146,348
-0%
减持
SYK
Stryker Corporation
+$2.5M
63,421
-1%
减持
APD
Air Products and Chemicals, Inc.
-$2.5M
79,637
-3%
增持
COST
Costco Wholesale Corporation
+$2.3M
13,724
+37%
减持
—
TE Connectivity LTD
-$2.1M
83,441
-27%
减持
JNJ
Johnson & Johnson
-$2.1M
92,301
-1%
增持
TER
Teradyne, Inc.
+$2.0M
87,168
+3%
减持
ECL
Ecolab Inc.
+$2.0M
107,810
-1%
减持
CL
Colgate-Palmolive Company
-$1.9M
6,902
-78%
减持
SPY
SPDR S&P 500 ETF Trust
+$1.9M
78,646
-1%
增持
ADBE
Adobe Inc.
+$1.9M
37,684
+1%
增持
NOW
ServiceNow, Inc.
+$1.7M
19,800
+3%
减持
PANW
Palo Alto Networks, Inc.
+$1.5M
26,226
-1%
减持
ADP
Automatic Data Processing, Inc.
-$1.5M
76,975
-1%
减持
NEE
NextEra Energy, Inc.
-$1.5M
216,687
-0%
增持
—
Eaton Corp. PLC
+$1.4M
10,667
+302%
增持
SEDG
Solaredge Technologies, Inc.
+$1.4M
54,299
+2%
减持
JPM
JPMorgan Chase & Co.
-$1.2M
63,415
-10%
减持
LECO
Lincoln Electric Holdings, Inc.
+$1.1M
46,239
-0%
增持
EOG
EOG Resources, Inc.
+$1.0M
51,880
+37%
减持
UNP
Union Pacific Corporation
-$1.0M
139,901
-1%
减持
MRSH
Marsh & McLennan Companies, Inc.
-$1.0M
114,371
-6%
增持
GOOGL
Alphabet Inc. Class A
+$937.0K
59,685
+0%
减持
DHR
Danaher Corporation
-$897.0K
40,220
-3%
减持
ADI
Analog Devices, Inc.
+$850.0K
26,134
-0%
增持
CLX
Clorox Company
+$847.0K
19,519
+22%
减持
ABT
Abbott Laboratories
-$818.0K
94,678
-0%
清仓
LHX
L3Harris Technologies Inc
-$807.0K
0
-100%
减持
ILMN
Illumina, Inc.
+$802.0K
28,030
-1%
增持
SPGI
S&P Global, Inc.
+$774.0K
48,431
+2%
减持
PFE
Pfizer Inc.
-$757.0K
70,012
-1%
清仓
—
SVB Financial Group
-$689.0K
0
-100%
增持
FDX
FedEx Corporation
+$674.0K
12,185
+0%
减持
NSC
Norfolk Southern Corporation
-$664.0K
12,883
-7%
增持
AMT
American Tower Corporation
-$660.0K
114,850
+1%
减持
NSRGY
Nestle S.A. Sponsored ADR
+$646.0K
106,077
-0%
增持
CVX
Chevron Corporation
+$588.0K
69,899
+16%
减持
PH
Parker-Hannifin Corporation
+$587.0K
14,318
-1%
增持
MCD
McDonald's Corporation
+$586.0K
33,154
+1%
减持
HD
Home Depot, Inc.
-$578.0K
24,022
-1%
增持
TFLO
iShares Treasury Floating Rate Bond ETF
+$567.0K
56,138
+25%
增持
ROP
Roper Technologies, Inc.
+$550.0K
42,902
+1%
减持
NVDA
NVIDIA Corporation
+$537.0K
7,321
-29%
清仓
XLK
Technology Select Sector SPDR Fund
-$523.0K
0
-100%
清仓
SPG
Simon Property Group
-$518.0K
0
-100%
增持
DIS
Walt Disney Company
+$510.0K
36,192
+1%
减持
INTC
Intel Corporation
-$499.0K
62,422
-35%
减持
SHW
Sherwin-Williams Company
-$474.0K
32,284
-1%
增持
IQV
Iqvia Holdings Inc
-$464.0K
130,796
+1%
增持
CAT
Caterpillar Inc.
+$457.0K
3,122
+191%
减持
QQQ
Invesco QQQ Trust
+$455.0K
13,937
-8%
减持
GIS
General Mills, Inc.
-$401.0K
73,871
-8%
减持
RPM
RPM International Inc.
-$384.0K
35,931
-0%
减持
ABBV
AbbVie, Inc.
-$384.0K
82,980
-1%
减持
VZ
Verizon Communications Inc.
-$384.0K
103,028
-8%
建仓
DUOL
Duolingo, Inc. Class A
+$380.0K
2,671
增持
VEU
Vanguard FTSE All-World ex-US ETF
+$380.0K
42,453
+13%
减持
TMO
Thermo Fisher Scientific Inc.
+$373.0K
37,680
-3%
增持
VOO
Vanguard S&P 500 ETF
+$373.0K
6,018
+12%
减持
D
Dominion Energy Inc
-$373.0K
7,205
-43%
增持
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
+$351.0K
106,278
+5%
增持
—
iShares TR Ibonds 23 (TRM TS)
+$349.0K
105,698
+15%
减持
QCOM
Qualcomm Inc
+$344.0K
20,930
-1%
清仓
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
-$344.0K
0
-100%
清仓
DG
Dollar General Corporation
-$340.0K
0
-100%
减持
NEOG
Neogen Corporation
+$328.0K
100,646
-0%
减持
VTI
Vanguard Total Stock Market ETF
+$321.0K
25,662
-0%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$315.0K
65,078
-2%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$309.0K
90,831
-6%
减持
JMST
JPMorgan Ultra-Short Municipal Income ETF
-$308.0K
133,543
-5%
减持
VXF
Vanguard Extended Market ETF
-$305.0K
53,970
-9%
建仓
—
Linde PLC
+$304.0K
855
清仓
WCN
Waste Connections, Inc.
-$298.0K
0
-100%
减持
TYL
Tyler Technologies, Inc.
-$293.0K
4,268
-24%
减持
VGSH
Vanguard Short-Term Treasury ETF
-$292.0K
73,637
-7%
减持
BSX
Boston Scientific Corporation
-$291.0K
9,567
-42%
清仓
PGR
Progressive Corporation
-$290.0K
0
-100%
清仓
—
Linde plc
-$279.0K
0
-100%
减持
TGT
Target Corporation
+$275.0K
18,541
-1%
增持
IVV
iShares Core S&P 500 ETF
+$266.0K
8,913
+1%
增持
CMCSA
Comcast Corporation Class A
+$261.0K
68,564
+3%
清仓
ODFL
Old Dominion Freight Line, Inc.
-$244.0K
0
-100%
清仓
SOXX
iShares PHLX Semiconductor ETF
-$241.0K
0
-100%
减持
MMM
3M Company
-$240.0K
13,394
-3%
增持
AXP
American Express Company
+$240.0K
13,042
+1%
增持
APH
Amphenol Corporation
+$239.0K
9,608
+34%
清仓
ENPH
Enphase Energy Inc
-$232.0K
0
-100%
减持
PG
Procter & Gamble Company
-$232.0K
68,443
-0%
减持
XBI
SPDR S&P Biotech ETF
-$232.0K
7,275
-23%
增持
MRK
Merck & Co., Inc.
-$232.0K
53,189
+0%
清仓
RHHBY
Roche Holding Ltd Sponsored ADR
-$227.0K
0
-100%
减持
IJJ
iShares S&P Mid-Cap 400 Value ETF
-$223.0K
12,988
-16%
建仓
FSLR
First Solar, Inc.
+$218.0K
1,000
建仓
CPRT
Copart, Inc.
+$216.0K
2,864
建仓
—
Ferrari NV
+$214.0K
790
建仓
DOW
Dow, Inc.
+$214.0K
3,916
减持
AMGN
Amgen Inc.
-$211.0K
8,402
-2%
建仓
CI
Cigna Corporation
+$208.0K
814
增持
XYL
Xylem Inc.
+$207.0K
80,188
+8%
建仓
ALGN
Align Technology, Inc.
+$206.0K
614
清仓
TRV
Travelers Companies, Inc.
-$206.0K
0
-100%
减持
BDX
Becton, Dickinson and Company
-$205.0K
11,146
-4%
建仓
ITOT
iShares Core S&P Total U.S. Stock Market ETF
+$204.0K
2,250
清仓
BNDX
Vanguard Total International Bond ETF
-$201.0K
0
-100%
减持
SYY
Sysco Corporation
-$194.0K
5,812
-31%
增持
VIG
Vanguard Dividend Appreciation ETF
+$192.0K
46,440
+1%
减持
—
Trane Technologies plc
+$191.0K
13,052
-1%
减持
VEA
Vanguard FTSE Developed Markets ETF
+$183.0K
57,326
-0%
减持
COP
Conocophillips
-$179.0K
9,139
-1%
减持
—
Cambridge Bancorp
-$176.0K
9,029
-2%
减持
CSCO
Cisco Systems, Inc.
-$170.0K
29,589
-18%
减持
SNPS
Synopsys, Inc.
+$170.0K
4,315
-8%
减持
LLY
Eli Lilly and Company
-$167.0K
7,202
-0%
减持
IJS
iShares S&P Small-Cap 600 Value ETF
-$162.0K
7,165
-21%
减持
IGM
iShares Expanded Tech Sector ETF
-$161.0K
2,944
-29%
减持
VRP
Invesco Variable Rate Preferred ETF
-$159.0K
306,389
-1%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
+$157.0K
21,298
-2%
减持
—
iShares TR Ibonds 24 (TRM TS)
-$145.0K
84,761
-7%
减持
META
Meta Platforms
+$124.0K
1,637
-11%
减持
UPS
United Parcel Service, Inc. Class B
+$120.0K
7,496
-2%
减持
VV
Vanguard Large-Cap ETF
-$119.0K
10,937
-12%
增持
—
Medtronic PLC
+$115.0K
17,078
+5%
减持
—
Hologic, Inc.
+$112.0K
20,705
-1%
减持
MCHP
Microchip Technology Incorporated
+$110.0K
8,545
-1%
减持
WM
Waste Management, Inc.
+$103.0K
19,420
-1%
减持
PAYC
Paycom Software, Inc.
-$102.0K
1,570
-16%
减持
WELL
Welltower, Inc.
+$100.0K
27,734
-4%
减持
VO
Vanguard Mid-Cap ETF
-$98.0K
6,285
-10%
减持
IFF
International Flavors & Fragrances Inc.
-$97.0K
2,978
-16%
增持
VNQ
Vanguard Real Estate ETF
+$96.0K
14,442
+8%
减持
VXUS
Vanguard Total International Stock ETF
+$94.0K
36,888
-2%
增持
UNH
UnitedHealth Group Incorporated
-$94.0K
3,461
+6%
减持
—
Kellogg Company
-$92.0K
16,575
-2%
减持
NKE
NIKE, Inc. Class B
+$88.0K
168,109
-4%
增持
TJX
TJX Companies Inc
+$83.0K
21,313
+8%
减持
MIDD
Middleby Corporation
-$83.0K
15,568
-12%
减持
BIV
Vanguard Intermediate-Term Bond ETF
-$80.0K
9,590
-13%
增持
T
AT&T Inc.
+$77.0K
19,986
+20%
