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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 13
增持 49
减持 82
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AMT
American Tower Corporation
+$6.4M
130,209
-1%
减持
MSFT
Microsoft Corporation
+$6.3M
139,061
-5%
减持
ANSS
ANSYS, Inc.
+$6.2M
97,182
-1%
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
AMZN
Amazon.com, Inc.
+$6.2M
262,926
-1%
减持
AAPL
Apple Inc.
+$5.6M
335,924
-3%
减持
CRM
Salesforce, Inc.
+$5.5M
91,161
-0%
减持
UNP
Union Pacific Corporation
+$5.2M
134,909
-2%
减持
SEDG
Solaredge Technologies, Inc.
-$5.1M
24,904
-56%
减持
IQV
Iqvia Holdings Inc
+$4.7M
139,820
-1%
增持
SPY
SPDR S&P 500 ETF Trust
+$4.2M
73,821
+2%
增持
SPGI
S&P Global, Inc.
+$3.9M
49,964
+1%
减持
V
Visa Inc. Class A
+$3.7M
141,748
-2%
增持
ZBRA
Zebra Technologies Corporation Class A
+$3.3M
81,572
+1%
减持
NOW
ServiceNow, Inc.
+$3.2M
22,533
-1%
减持
IDXX
IDEXX Laboratories, Inc.
+$3.1M
27,186
-1%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$2.8M
158,070
-26%
减持
ECL
Ecolab Inc.
+$2.6M
102,753
-2%
清仓
—
iShares TR Ibonds 23 (TRM TS)
-$2.5M
0
-100%
增持
NEE
NextEra Energy, Inc.
+$2.4M
251,345
+12%
增持
DIS
Walt Disney Company
+$2.2M
84,067
+26%
增持
NKE
NIKE, Inc. Class B
+$2.2M
162,426
+0%
增持
XYL
Xylem Inc.
+$1.9M
82,107
+0%
减持
ROP
Roper Technologies, Inc.
+$1.9M
40,218
-3%
减持
ADBE
Adobe Inc.
+$1.7M
35,025
-7%
增持
BIV
Vanguard Intermediate-Term Bond ETF
+$1.7M
31,913
+216%
建仓
IBTG
iShares TR Ibonds 26 (TRM TS)
+$1.7M
73,482
减持
ROK
Rockwell Automation, Inc.
+$1.7M
83,457
-2%
增持
VOO
Vanguard S&P 500 ETF
+$1.6M
10,174
+40%
减持
SYK
Stryker Corporation
+$1.6M
62,135
-0%
增持
—
iShares TR Ibonds 25 (TRM TS)
+$1.4M
95,946
+178%
减持
PANW
Palo Alto Networks, Inc.
+$1.3M
27,188
-5%
减持
GOOG
Alphabet Inc. Class C
+$1.3M
215,650
-2%
增持
TMO
Thermo Fisher Scientific Inc.
+$1.3M
38,379
+2%
增持
—
Eaton Corp. PLC
+$1.2M
36,339
+3%
减持
ABT
Abbott Laboratories
+$1.1M
89,579
-1%
减持
LKQ
LKQ Corporation
-$1.1M
85,841
-18%
减持
MCD
McDonald's Corporation
+$1.1M
33,270
-0%
减持
JPM
JPMorgan Chase & Co.
+$1.0M
48,964
-3%
减持
ILMN
Illumina, Inc.
-$1.0M
4,780
-61%
减持
SHW
Sherwin-Williams Company
+$989.0K
27,748
-8%
增持
IJR
iShares Core S&P Small Cap ETF
+$973.0K
68,274
+0%
增持
VIG
Vanguard Dividend Appreciation ETF
+$951.0K
48,383
+3%
减持
COST
Costco Wholesale Corporation
+$939.0K
13,618
-4%
增持
BND
Vanguard Total Bond Market ETF
+$891.0K
21,943
+112%
减持
ATR
Aptargroup, Inc.
-$878.0K
186,878
-3%
增持
VRP
Invesco Variable Rate Preferred ETF
+$867.0K
339,984
+9%
增持
MDY
SPDR S&P Midcap 400 ETF Trust
+$861.0K
16,744
+0%
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$827.0K
38,527
-29%
减持
HD
Home Depot, Inc.
+$813.0K
22,817
-3%
减持
VXF
Vanguard Extended Market ETF
+$803.0K
47,578
-3%
减持
ADP
Automatic Data Processing, Inc.
-$758.0K
73,674
-1%
增持
MKC
McCormick & Company, Inc.
-$757.0K
149,187
+3%
减持
BSV
Vanguard Short-Term Bond ETF
-$724.0K
102,234
-11%
增持
QCOM
Qualcomm Inc
+$688.0K
19,880
+1%
减持
DLTR
Dollar Tree, Inc.
+$679.0K
23,353
-6%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$659.0K
33,754
+16%
增持
CVX
Chevron Corporation
-$641.0K
111,356
+9%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$617.0K
95,221
-7%
减持
ADI
Analog Devices, Inc.
+$550.0K
24,184
-0%
减持
INTC
Intel Corporation
+$547.0K
42,938
-5%
减持
DNA
Ginkgo Bioworks
-$546.0K
22,500
-93%
增持
—
iShares TR Ibonds 24 (TRM TS)
+$508.0K
110,060
+24%
减持
AXP
American Express Company
+$502.0K
13,602
-1%
减持
JMST
JPMorgan Ultra-Short Municipal Income ETF
-$500.0K
10,477
-49%
减持
LOW
Lowe's Companies, Inc.
-$500.0K
22,838
-15%
减持
RPM
RPM International Inc.
+$494.0K
32,730
-2%
建仓
VLTO
Veralto Corp-W/I
+$482.0K
5,864
减持
NSC
Norfolk Southern Corporation
+$475.0K
12,730
-1%
增持
—
Medtronic PLC
+$468.0K
28,519
+19%
减持
GOOGL
Alphabet Inc. Class A
+$468.0K
56,913
-0%
增持
—
Exxon Mobil Corporation
-$462.0K
29,557
+2%
增持
DHR
Danaher Corporation
-$461.0K
38,005
+2%
增持
VGSH
Vanguard Short-Term Treasury ETF
+$457.0K
72,576
+11%
增持
APD
Air Products and Chemicals, Inc.
-$440.0K
83,911
+2%
减持
LECO
Lincoln Electric Holdings, Inc.
+$432.0K
40,112
-12%
增持
PEP
PepsiCo, Inc.
+$413.0K
60,603
+4%
增持
ITW
Illinois Tool Works Inc.
+$397.0K
11,865
+1%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$382.0K
11,353
+2%
清仓
—
Hitchiner MFG Co Inc
-$359.0K
0
-100%
增持
CLX
Clorox Company
+$352.0K
23,007
+3%
减持
BMY
Bristol-Myers Squibb Company
-$345.0K
26,533
-10%
减持
PFE
Pfizer Inc.
-$341.0K
69,023
-2%
减持
QQQ
Invesco QQQ Trust
+$321.0K
9,365
-5%
减持
IVV
iShares Core S&P 500 ETF
+$313.0K
10,522
-4%
减持
CVS
CVS Health Corporation
+$310.0K
132,495
-9%
增持
VEU
Vanguard FTSE All-World ex-US ETF
+$308.0K
41,913
+6%
减持
ABBV
AbbVie, Inc.
+$300.0K
79,337
-1%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$280.0K
61,618
+1%
减持
—
TE Connectivity LTD
+$276.0K
57,316
-9%
减持
VZ
Verizon Communications Inc.
+$272.0K
86,435
-6%
增持
VCSH
Vanguard Short-Term Corporate Bond ETF
+$263.0K
109,713
+0%
建仓
WAT
Waters Corporation
+$262.0K
795
建仓
SPLV
Invesco S&P 500 Low Volatility ETF
+$257.0K
4,109
增持
VNQ
Vanguard Real Estate ETF
+$254.0K
18,088
+2%
减持
TER
Teradyne, Inc.
+$253.0K
104,308
-5%
减持
IWR
iShares Russell Midcap ETF
-$248.0K
23,838
-21%
减持
TGT
Target Corporation
+$243.0K
14,500
-12%
增持
—
Accenture Plc Class A
+$235.0K
4,053
+5%
建仓
WFC
Wells Fargo & Company
+$231.0K
4,698
增持
TYL
Tyler Technologies, Inc.
+$222.0K
3,913
+7%
清仓
SLB
Schlumberger NV
-$215.0K
0
-100%
清仓
VDE
Vanguard Energy ETF
-$215.0K
0
-100%
清仓
XLE
Energy Select Sector SPDR Fund
-$215.0K
0
-100%
清仓
TTD
Trade Desk, Inc. Class A
-$215.0K
0
-100%
建仓
—
NXP Semiconductors
+$214.0K
930
减持
UPS
United Parcel Service, Inc. Class B
-$213.0K
4,493
-24%
建仓
TSM
Taiwan Semiconductor MFG.
+$208.0K
2,000
建仓
NYT
New York Times Company Class A
+$206.0K
4,200
建仓
CP
Canadian Pacific Kansas City
+$205.0K
2,588
增持
HUBB
Hubbell Incorporated Class B
+$204.0K
12,152
+0%
建仓
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
+$204.0K
2,515
增持
VXUS
Vanguard Total International Stock ETF
+$203.0K
38,677
+2%
建仓
D
Dominion Energy Inc
+$203.0K
4,316
减持
NVDA
NVIDIA Corporation
+$202.0K
4,688
-4%
增持
IWM
iShares Russell 2000 ETF
+$202.0K
6,387
+4%
建仓
MRNA
Moderna, Inc.
+$201.0K
2,024
建仓
CWT
California Water Service Group
+$200.0K
3,865
减持
—
Seagate Technology Holdings
+$198.0K
17,000
-11%
增持
IVW
iShares S&P 500 Growth ETF
+$188.0K
25,084
+1%
增持
MRSH
Marsh & McLennan Companies, Inc.
+$186.0K
115,042
+1%
增持
TJX
TJX Companies Inc
+$176.0K
22,501
+3%
增持
IWO
iShares Russell 2000 Growth ETF
+$174.0K
4,602
+5%
减持
BDX
Becton, Dickinson and Company
-$173.0K
10,219
-1%
减持
IJJ
iShares S&P Mid-Cap 400 Value ETF
-$169.0K
8,682
-24%
增持
UNH
UnitedHealth Group Incorporated
+$169.0K
3,863
+4%
减持
VGIT
Vanguard Intermediate-Term Treasury ETF
-$168.0K
12,108
-22%
减持
INTU
Intuit Inc.
+$168.0K
1,649
-2%
增持
AWK
American Water Works Co Inc
+$164.0K
5,054
+25%
增持
GATX
GATX Corporation
+$163.0K
5,997
+17%
减持
WY
Weyerhaeuser Company
+$157.0K
40,561
-1%
减持
MRK
Merck & Co., Inc.
+$153.0K
51,565
-3%
减持
HON
Honeywell International Inc.
+$150.0K
6,116
-0%
减持
CSCO
Cisco Systems, Inc.
-$149.0K
27,189
-4%
减持
FLOT
iShares Floating Rate Bond ETF
-$146.0K
42,567
-6%
减持
FDX
FedEx Corporation
-$144.0K
11,442
-0%
减持
AMGN
Amgen Inc.
+$141.0K
8,515
-1%
减持
MDLZ
Mondelez International, Inc. Class A
-$139.0K
31,769
-10%
减持
VO
Vanguard Mid-Cap ETF
+$138.0K
6,110
-1%
减持
WELL
Welltower, Inc.
+$136.0K
26,511
-4%
减持
MMM
3M Company
+$125.0K
12,204
-5%
减持
PG
Procter & Gamble Company
-$118.0K
69,087
-2%
减持
APH
Amphenol Corporation
+$116.0K
10,097
-4%
增持
STWD
Starwood Property Trust, Inc.
+$115.0K
57,112
+2%
减持
IGM
iShares Expanded Tech Sector ETF
+$114.0K
2,041
-3%
减持
KO
Coca-Cola Company
+$108.0K
47,532
-1%
减持
LLY
Eli Lilly and Company
+$108.0K
5,947
-5%
减持
SNPS
Synopsys, Inc.
+$106.0K
4,030
-6%
减持
MCHP
Microchip Technology Incorporated
+$102.0K
8,701
-1%
增持
KMI
Kinder Morgan Inc Class P
+$99.0K
27,496
+18%
减持
RTX
RTX Corporation
+$97.0K
8,273
-1%
