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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 5
增持 50
减持 83
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc.
-$14.9M
345,151
-9%
增持
SEDG
Solaredge Technologies, Inc.
-$7.2M
57,024
+5%
减持
ZBRA
Zebra Technologies Corporation Class A
-$5.2M
80,401
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
-$4.2M
145,765
-1%
减持
ROK
Rockwell Automation, Inc.
-$4.2M
84,851
-2%
增持
IQV
Iqvia Holdings Inc
-$3.8M
140,697
+1%
减持
ILMN
Illumina, Inc.
-$3.7M
12,246
-57%
减持
ANSS
ANSYS, Inc.
-$3.6M
97,713
-1%
减持
—
TE Connectivity LTD
-$3.2M
62,955
-20%
增持
NEE
NextEra Energy, Inc.
-$3.2M
225,413
+4%
增持
GOOG
Alphabet Inc. Class C
+$3.1M
220,405
+3%
增持
ATR
Aptargroup, Inc.
+$2.8M
191,780
+5%
减持
NKE
NIKE, Inc. Class B
-$2.6M
161,641
-1%
减持
IDXX
IDEXX Laboratories, Inc.
-$2.1M
27,446
-2%
减持
MKC
McCormick & Company, Inc.
-$2.1M
144,947
-3%
增持
DIS
Walt Disney Company
+$2.0M
66,748
+77%
减持
JPM
JPMorgan Chase & Co.
-$1.9M
50,273
-21%
增持
SYK
Stryker Corporation
-$1.9M
62,377
+1%
增持
ECL
Ecolab Inc.
-$1.8M
104,875
+0%
减持
SPGI
S&P Global, Inc.
-$1.8M
49,559
-0%
减持
LKQ
LKQ Corporation
-$1.8M
104,175
-12%
增持
—
Eaton Corp. PLC
+$1.7M
35,437
+22%
减持
MIDD
Middleby Corporation
-$1.7M
3,585
-75%
增持
XYL
Xylem Inc.
-$1.7M
82,094
+1%
增持
CVX
Chevron Corporation
+$1.6M
102,308
+3%
减持
DLTR
Dollar Tree, Inc.
-$1.6M
24,782
-15%
减持
AMZN
Amazon.com, Inc.
-$1.6M
265,641
-2%
减持
ADP
Automatic Data Processing, Inc.
+$1.4M
74,494
-1%
减持
MCD
McDonald's Corporation
-$1.3M
33,437
-1%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$1.3M
16,720
-10%
减持
SPY
SPDR S&P 500 ETF Trust
-$1.3M
72,217
-0%
减持
ABT
Abbott Laboratories
-$1.2M
90,171
-1%
增持
EOG
EOG Resources, Inc.
+$1.2M
59,851
+7%
减持
ABBV
AbbVie, Inc.
+$1.1M
80,468
-0%
增持
AMT
American Tower Corporation
-$1.1M
132,107
+12%
减持
IJR
iShares Core S&P Small Cap ETF
-$1.1M
68,039
-10%
增持
V
Visa Inc. Class A
-$1.0M
144,523
+0%
增持
APD
Air Products and Chemicals, Inc.
-$1.0M
82,623
+1%
增持
MRSH
Marsh & McLennan Companies, Inc.
+$985.0K
113,565
+4%
减持
PEP
PepsiCo, Inc.
-$956.0K
58,307
-0%
增持
VRP
Invesco Variable Rate Preferred ETF
+$942.0K
312,012
+15%
减持
GIS
General Mills, Inc.
-$924.0K
72,291
-0%
增持
CRM
Salesforce, Inc.
+$906.0K
91,388
+10%
减持
SHW
Sherwin-Williams Company
-$804.0K
30,055
-6%
减持
ADBE
Adobe Inc.
+$785.0K
37,581
-0%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$782.0K
102,736
-0%
减持
LECO
Lincoln Electric Holdings, Inc.
-$773.0K
45,610
-0%
减持
VXF
Vanguard Extended Market ETF
-$766.0K
48,977
-6%
减持
ADI
Analog Devices, Inc.
-$748.0K
24,286
-5%
增持
JNJ
Johnson & Johnson
-$708.0K
91,503
+1%
减持
VZ
Verizon Communications Inc.
-$669.0K
92,149
-6%
增持
VCSH
Vanguard Short-Term Corporate Bond ETF
+$655.0K
109,450
+10%
增持
GOOGL
Alphabet Inc. Class A
+$642.0K
57,179
+0%
增持
CLX
Clorox Company
-$617.0K
22,346
+0%
减持
TGT
Target Corporation
-$616.0K
16,481
-11%
减持
TMO
Thermo Fisher Scientific Inc.
-$608.0K
37,663
-0%
增持
MRK
Merck & Co., Inc.
-$591.0K
53,123
+1%
增持
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
+$587.0K
158,784
+9%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$567.0K
213,523
-5%
增持
CAT
Caterpillar Inc.
+$564.0K
4,881
+56%
增持
COST
Costco Wholesale Corporation
+$552.0K
14,248
+2%
减持
BRK/B
Berkshire Hathaway Inc. Class B
+$534.0K
63,179
-0%
减持
LOW
Lowe's Companies, Inc.
-$525.0K
26,863
-1%
建仓
NN
Nextnav Inc
+$514.0K
100,000
清仓
XRAY
Dentsply Sirona, Inc.
-$500.0K
0
-100%
减持
QQQ
Invesco QQQ Trust
-$500.0K
9,808
-10%
增持
NVO
Novo Nordisk A/S Sponsored ADR Class B
+$492.0K
49,040
+100%
减持
WM
Waste Management, Inc.
-$482.0K
18,225
-3%
清仓
J
Jacobs Solutions Inc
-$478.0K
0
-100%
减持
BSV
Vanguard Short-Term Bond ETF
-$448.0K
114,377
-3%
增持
AMGN
Amgen Inc.
+$429.0K
8,599
+1%
减持
VTI
Vanguard Total Stock Market ETF
-$420.0K
24,263
-4%
减持
IVV
iShares Core S&P 500 ETF
-$419.0K
10,975
-5%
减持
IWR
iShares Russell Midcap ETF
-$407.0K
30,339
-12%
减持
EEM
iShares MSCI Emerging Markets ETF
-$389.0K
5,819
-62%
减持
NSC
Norfolk Southern Corporation
-$388.0K
12,865
-0%
减持
NEOG
Neogen Corporation
-$374.0K
102,146
-2%
减持
VGSH
Vanguard Short-Term Treasury ETF
-$372.0K
65,558
-9%
增持
CMCSA
Comcast Corporation Class A
+$364.0K
79,158
+5%
减持
DEO
Diageo PLC Sponsored ADR
-$363.0K
12,531
-3%
建仓
—
Hitchiner MFG Co Inc
+$359.0K
3,000
减持
JMST
JPMorgan Ultra-Short Municipal Income ETF
-$358.0K
20,457
-25%
清仓
XBI
SPDR S&P Biotech ETF
-$354.0K
0
-100%
减持
AXP
American Express Company
-$352.0K
13,712
-0%
减持
EL
Estee Lauder Companies Inc. Class A
-$319.0K
3,315
-18%
减持
ROP
Roper Technologies, Inc.
-$310.0K
41,439
-2%
增持
TYL
Tyler Technologies, Inc.
+$276.0K
3,661
+34%
减持
—
Exxon Mobil Corporation
+$269.0K
29,062
-1%
增持
PG
Procter & Gamble Company
-$266.0K
70,218
+1%
减持
HD
Home Depot, Inc.
-$256.0K
23,479
-1%
减持
RTX
RTX Corporation
-$241.0K
8,323
-3%
减持
PH
Parker-Hannifin Corporation
-$238.0K
13,628
-4%
减持
ITW
Illinois Tool Works Inc.
-$237.0K
11,770
-0%
减持
IWM
iShares Russell 2000 ETF
-$236.0K
6,112
-13%
减持
DHR
Danaher Corporation
+$235.0K
37,297
-1%
减持
IJJ
iShares S&P Mid-Cap 400 Value ETF
-$233.0K
11,480
-12%
减持
—
Hologic, Inc.
-$231.0K
19,847
-0%
增持
PFE
Pfizer Inc.
-$230.0K
70,182
+1%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$230.0K
29,088
+17%
清仓
CI
Cigna Corporation
-$228.0K
0
-100%
增持
VOO
Vanguard S&P 500 ETF
+$227.0K
7,281
+13%
清仓
D
Dominion Energy Inc
-$224.0K
0
-100%
减持
HON
Honeywell International Inc.
-$223.0K
6,135
-6%
清仓
ALGN
Align Technology, Inc.
-$218.0K
0
-100%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$218.0K
61,113
-2%
建仓
VDE
Vanguard Energy ETF
+$215.0K
1,699
建仓
SLB
Schlumberger NV
+$215.0K
3,683
清仓
SCZ
iShares MSCI EAFE Small-Cap ETF
-$212.0K
0
-100%
清仓
CP
Canadian Pacific Kansas City
-$210.0K
0
-100%
清仓
ISRG
Intuitive Surgical, Inc.
-$208.0K
0
-100%
清仓
DXCM
Dexcom Inc.
-$206.0K
0
-100%
清仓
TSM
Taiwan Semiconductor MFG.
-$202.0K
0
-100%
清仓
WFC
Wells Fargo & Company
-$200.0K
0
-100%
建仓
GE
General Electric Company
+$200.0K
1,812
增持
KO
Coca-Cola Company
-$195.0K
48,102
+0%
减持
GLW
Corning Inc
-$188.0K
39,791
-0%
减持
UNP
Union Pacific Corporation
-$167.0K
137,370
-0%
减持
IGM
iShares Expanded Tech Sector ETF
-$161.0K
2,096
-14%
减持
DUOL
Duolingo, Inc. Class A
-$160.0K
1,336
-50%
减持
IJS
iShares S&P Small-Cap 600 Value ETF
-$159.0K
5,857
-18%
增持
IVW
iShares S&P 500 Growth ETF
+$152.0K
24,789
+13%
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$149.0K
54,607
-5%
减持
AFL
Aflac Incorporated
+$148.0K
21,947
-0%
减持
CVS
CVS Health Corporation
-$148.0K
145,405
-2%
减持
—
iShares TR Ibonds 23 (TRM TS)
-$144.0K
102,328
-5%
减持
RPM
RPM International Inc.
+$142.0K
33,328
-1%
增持
VIG
Vanguard Dividend Appreciation ETF
-$137.0K
46,934
+3%
增持
—
Medtronic PLC
+$137.0K
24,003
+21%
减持
MDLZ
Mondelez International, Inc. Class A
-$134.0K
35,164
-0%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$132.0K
11,085
+10%
增持
NOW
ServiceNow, Inc.
+$128.0K
22,703
+2%
增持
QCOM
Qualcomm Inc
-$127.0K
19,695
+1%
增持
BMY
Bristol-Myers Squibb Company
-$126.0K
29,401
+3%
减持
PNC
PNC Financial Services Group, Inc.
-$126.0K
3,500
-21%
增持
UNH
UnitedHealth Group Incorporated
+$121.0K
3,698
+2%
增持
PANW
Palo Alto Networks, Inc.
+$115.0K
28,470
+11%
增持
—
iShares TR Ibonds 25 (TRM TS)
+$114.0K
34,559
+17%
减持
FDX
FedEx Corporation
+$114.0K
11,467
-3%
增持
UPS
United Parcel Service, Inc. Class B
-$103.0K
5,894
+3%
增持
FLOT
iShares Floating Rate Bond ETF
+$99.0K
45,209
+4%
增持
GATX
GATX Corporation
-$96.0K
5,126
+1%
减持
—
Trane Technologies plc
-$92.0K
11,866
-9%
减持
SNPS
Synopsys, Inc.
+$91.0K
4,290
-1%
减持
INTC
Intel Corporation
+$89.0K
45,308
-0%
增持
—
iShares TR Ibonds 24 (TRM TS)
+$88.0K
88,849
+4%
增持
ZBH
Zimmer Biomet Holdings, Inc.
-$84.0K
2,741
+2%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$82.0K
30,096
-3%
减持
—
Johnson Controls International PLC
-$80.0K
4,999
-1%
减持
NTRS
Northern Trust Corporation
-$79.0K
5,922
-11%
减持
AWK
American Water Works Co Inc
-$79.0K
4,058
-1%
