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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 9
增持 52
减持 78
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc.
+$7.7M
381,233
-5%
减持
AMZN
Amazon.com, Inc.
+$7.3M
270,880
-0%
减持
MSFT
Microsoft Corporation
+$6.5M
147,578
-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。
增持
IQV
Iqvia Holdings Inc
+$5.4M
139,974
+7%
减持
JMST
JPMorgan Ultra-Short Municipal Income ETF
-$5.4M
27,447
-79%
增持
CVX
Chevron Corporation
+$4.3M
99,500
+42%
增持
—
Eaton Corp. PLC
+$4.0M
29,104
+173%
减持
ADBE
Adobe Inc.
+$3.9M
37,584
-0%
增持
NOW
ServiceNow, Inc.
+$3.4M
22,355
+13%
增持
SPGI
S&P Global, Inc.
+$3.2M
49,637
+2%
减持
GOOG
Alphabet Inc. Class C
+$3.2M
214,864
-2%
增持
ROK
Rockwell Automation, Inc.
+$3.2M
86,368
+0%
减持
NKE
NIKE, Inc. Class B
-$2.6M
163,284
-3%
减持
ABBV
AbbVie, Inc.
-$2.4M
80,564
-3%
增持
TMO
Thermo Fisher Scientific Inc.
-$2.0M
37,702
+0%
减持
SEDG
Solaredge Technologies, Inc.
-$1.9M
54,114
-0%
增持
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
+$1.8M
145,921
+37%
减持
ECL
Ecolab Inc.
+$1.7M
104,762
-3%
增持
TER
Teradyne, Inc.
+$1.7M
99,419
+14%
减持
MRSH
Marsh & McLennan Companies, Inc.
+$1.6M
109,669
-4%
增持
APD
Air Products and Chemicals, Inc.
+$1.6M
81,532
+2%
减持
BRK/B
Berkshire Hathaway Inc. Class B
+$1.5M
63,335
-3%
增持
ZBRA
Zebra Technologies Corporation Class A
-$1.5M
81,814
+1%
减持
ROP
Roper Technologies, Inc.
+$1.5M
42,382
-1%
增持
IVV
iShares Core S&P 500 ETF
+$1.5M
11,515
+29%
减持
PANW
Palo Alto Networks, Inc.
+$1.3M
25,677
-2%
减持
V
Visa Inc. Class A
+$1.3M
144,303
-1%
减持
ANSS
ANSYS, Inc.
-$1.3M
99,000
-3%
减持
LECO
Lincoln Electric Holdings, Inc.
+$1.2M
45,635
-1%
减持
SHW
Sherwin-Williams Company
+$1.2M
31,903
-1%
增持
ILMN
Illumina, Inc.
-$1.1M
28,735
+3%
减持
DHR
Danaher Corporation
-$1.1M
37,576
-7%
增持
CRM
Salesforce, Inc.
+$1.1M
83,433
+1%
减持
JPM
JPMorgan Chase & Co.
+$950.0K
63,358
-0%
减持
IJR
iShares Core S&P Small Cap ETF
-$864.0K
75,501
-13%
增持
MCD
McDonald's Corporation
+$858.0K
33,939
+2%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$820.0K
18,674
-12%
减持
SYK
Stryker Corporation
+$796.0K
61,896
-2%
增持
CVS
CVS Health Corporation
-$766.0K
148,998
+0%
减持
GIS
General Mills, Inc.
-$764.0K
72,356
-2%
减持
VRP
Invesco Variable Rate Preferred ETF
-$748.0K
271,373
-11%
增持
XYL
Xylem Inc.
+$740.0K
81,130
+1%
减持
PH
Parker-Hannifin Corporation
+$734.0K
14,218
-1%
减持
ATR
Aptargroup, Inc.
-$706.0K
182,316
-1%
减持
IDXX
IDEXX Laboratories, Inc.
-$696.0K
28,071
-5%
增持
COST
Costco Wholesale Corporation
+$678.0K
13,927
+1%
减持
JNJ
Johnson & Johnson
+$654.0K
90,384
-2%
减持
KMI
Kinder Morgan Inc Class P
-$650.0K
23,286
-61%
减持
GOOGL
Alphabet Inc. Class A
+$648.0K
57,148
-4%
增持
VCSH
Vanguard Short-Term Corporate Bond ETF
+$646.0K
99,557
+10%
减持
TGT
Target Corporation
-$632.0K
18,491
-0%
减持
NEE
NextEra Energy, Inc.
-$630.0K
216,616
-0%
增持
AMT
American Tower Corporation
-$604.0K
117,839
+3%
建仓
LNG
Cheniere Energy
+$598.0K
3,925
减持
ADP
Automatic Data Processing, Inc.
-$588.0K
75,291
-2%
增持
CMCSA
Comcast Corporation Class A
+$546.0K
75,740
+10%
减持
INTC
Intel Corporation
-$518.0K
45,486
-27%
减持
LOW
Lowe's Companies, Inc.
+$508.0K
27,063
-3%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$500.0K
103,116
-3%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$492.0K
225,002
+5%
清仓
PAYC
Paycom Software, Inc.
-$478.0K
0
-100%
减持
QQQ
Invesco QQQ Trust
-$458.0K
10,868
-22%
增持
CLX
Clorox Company
+$458.0K
22,297
+14%
增持
EOG
EOG Resources, Inc.
+$446.0K
55,867
+8%
减持
UPS
United Parcel Service, Inc. Class B
-$432.0K
5,704
-24%
清仓
VEEV
Veeva Systems Inc Class A
-$420.0K
0
-100%
减持
ORCL
Oracle Corporation
+$408.0K
18,416
-4%
增持
NEOG
Neogen Corporation
+$404.0K
104,256
+4%
减持
MRK
Merck & Co., Inc.
+$402.0K
52,516
-1%
减持
TYL
Tyler Technologies, Inc.
-$376.0K
2,731
-36%
减持
MKC
McCormick & Company, Inc.
+$372.0K
149,421
-2%
增持
—
Medtronic PLC
+$368.0K
19,800
+16%
增持
VOO
Vanguard S&P 500 ETF
+$368.0K
6,460
+7%
减持
QCOM
Qualcomm Inc
-$356.0K
19,435
-7%
减持
ABT
Abbott Laboratories
+$352.0K
91,171
-4%
减持
VZ
Verizon Communications Inc.
-$350.0K
98,280
-5%
清仓
NVST
Envista Holdings Corp.
-$348.0K
0
-100%
增持
GNRC
Generac Holdings Inc.
+$338.0K
7,971
+1%
减持
VTI
Vanguard Total Stock Market ETF
+$336.0K
25,303
-1%
增持
PG
Procter & Gamble Company
+$332.0K
69,252
+1%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$300.0K
62,579
+9%
减持
PFE
Pfizer Inc.
-$298.0K
69,732
-0%
增持
IVW
iShares S&P 500 Growth ETF
+$284.0K
21,909
+11%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$282.0K
24,762
+8%
清仓
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
-$280.0K
0
-100%
减持
VIG
Vanguard Dividend Appreciation ETF
+$278.0K
45,745
-1%
清仓
SSNC
SS&C Technologies Holdings, Inc.
-$274.0K
0
-100%
清仓
IFF
International Flavors & Fragrances Inc.
-$274.0K
0
-100%
减持
HD
Home Depot, Inc.
+$260.0K
23,662
-1%
增持
DIS
Walt Disney Company
-$252.0K
37,780
+4%
增持
AXP
American Express Company
+$246.0K
13,762
+6%
清仓
IEFA
iShares Core MSCI EAFE ETF
-$236.0K
0
-100%
减持
WELL
Welltower, Inc.
+$232.0K
27,444
-1%
清仓
CWT
California Water Service Group
-$224.0K
0
-100%
减持
BND
Vanguard Total Bond Market ETF
-$224.0K
9,176
-24%
减持
VXF
Vanguard Extended Market ETF
+$220.0K
52,309
-3%
建仓
TTD
Trade Desk, Inc. Class A
+$220.0K
2,850
清仓
FSLR
First Solar, Inc.
-$218.0K
0
-100%
清仓
RSP
Invesco S&P 500 Equal Weight ETF
-$210.0K
0
-100%
建仓
CP
Canadian Pacific Kansas City
+$210.0K
2,588
清仓
UGI
UGI Corporation
-$208.0K
0
-100%
建仓
ISRG
Intuitive Surgical, Inc.
+$208.0K
607
增持
—
Exxon Mobil Corporation
+$206.0K
29,351
+9%
建仓
DXCM
Dexcom Inc.
+$206.0K
1,596
建仓
CRWD
CrowdStrike Holdings, Inc. Class A
+$204.0K
1,383
建仓
CTSH
Cognizant Technology Solutions Corporation Class A
+$204.0K
3,120
建仓
TSM
Taiwan Semiconductor MFG.
+$202.0K
2,000
减持
DLTR
Dollar Tree, Inc.
-$202.0K
29,207
-5%
建仓
WFC
Wells Fargo & Company
+$200.0K
4,698
减持
XBI
SPDR S&P Biotech ETF
-$200.0K
4,251
-42%
增持
TJX
TJX Companies Inc
+$186.0K
21,767
+2%
增持
EL
Estee Lauder Companies Inc. Class A
-$182.0K
4,067
+2%
减持
D
Dominion Energy Inc
-$178.0K
4,316
-40%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$176.0K
10,067
+3%
减持
VEU
Vanguard FTSE All-World ex-US ETF
-$168.0K
38,638
-9%
减持
FLOT
iShares Floating Rate Bond ETF
-$168.0K
43,336
-8%
增持
GATX
GATX Corporation
+$166.0K
5,082
+15%
减持
VGSH
Vanguard Short-Term Treasury ETF
-$162.0K
71,848
-2%
减持
ADI
Analog Devices, Inc.
-$154.0K
25,661
-2%
增持
STWD
Starwood Property Trust, Inc.
+$152.0K
57,188
+6%
增持
AMGN
Amgen Inc.
-$150.0K
8,480
+1%
减持
FDX
FedEx Corporation
+$140.0K
11,793
-3%
增持
IVE
iShares S&P 500 Value ETF
+$136.0K
5,632
+11%
增持
BSV
Vanguard Short-Term Bond ETF
+$130.0K
117,696
+1%
减持
—
iShares TR Ibonds 25 (TRM TS)
-$130.0K
29,591
-14%
减持
GILD
Gilead Sciences, Inc.
-$128.0K
17,240
-2%
减持
DE
Deere & Company
-$128.0K
885
-25%
增持
META
Meta Platforms
+$126.0K
1,644
+0%
减持
MMM
3M Company
-$122.0K
12,844
-4%
减持
MIDD
Middleby Corporation
-$122.0K
14,616
-6%
减持
RPM
RPM International Inc.
-$116.0K
33,630
-6%
减持
DEO
Diageo PLC Sponsored ADR
-$114.0K
12,861
-1%
增持
UNH
UnitedHealth Group Incorporated
+$108.0K
3,627
+5%
减持
HON
Honeywell International Inc.
+$104.0K
6,535
-0%
增持
VNQ
Vanguard Real Estate ETF
+$104.0K
15,595
+8%
减持
—
Cambridge Bancorp
-$102.0K
8,919
-1%
减持
IYW
iShares U.S. Technology ETF
+$98.0K
10,100
-6%
增持
—
Trane Technologies plc
+$98.0K
13,074
+0%
增持
APH
Amphenol Corporation
+$96.0K
10,374
+8%
减持
WM
Waste Management, Inc.
+$92.0K
18,800
-3%
减持
VV
Vanguard Large-Cap ETF
+$86.0K
10,507
-4%
增持
IWO
iShares Russell 2000 Growth ETF
+$82.0K
4,402
+1%
增持
TFLO
iShares Treasury Floating Rate Bond ETF
+$80.0K
57,611
+3%
减持
AMAT
Applied Materials, Inc.
+$78.0K
4,923
-5%
减持
PEP
PepsiCo, Inc.
-$74.0K
58,504
-2%
减持
—
TE Connectivity LTD
+$68.0K
78,561
-6%
增持
MCHP
Microchip Technology Incorporated
+$68.0K
8,750
+2%
减持
MDLZ
Mondelez International, Inc. Class A
+$68.0K
35,294
-2%
增持
VXUS
Vanguard Total International Stock ETF
+$66.0K
37,465
+2%
减持
IAU
iShares Gold Trust
-$66.0K
10,775
-12%
