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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 10
增持 38
减持 96
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc.
-$8.2M
329,377
-2%
减持
AMZN
Amazon.com, Inc.
+$5.6M
252,322
-4%
减持
MSFT
Microsoft Corporation
+$4.4M
134,815
-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。
清仓
LKQ
LKQ Corporation
-$4.1M
0
-100%
减持
BRK/B
Berkshire Hathaway Inc. Class B
+$3.8M
61,797
-1%
减持
ATR
Aptargroup, Inc.
+$3.7M
186,607
-0%
增持
CRM
Salesforce, Inc.
+$3.5M
91,355
+0%
减持
SPY
SPDR S&P 500 ETF Trust
+$3.5M
73,688
-0%
减持
SYK
Stryker Corporation
+$3.3M
61,190
-2%
减持
ECL
Ecolab Inc.
+$3.1M
101,811
-1%
增持
DIS
Walt Disney Company
+$3.0M
86,674
+3%
增持
ADBE
Adobe Inc.
-$2.7M
36,001
+3%
增持
—
Eaton Corp. PLC
+$2.7M
36,579
+1%
减持
NKE
NIKE, Inc. Class B
-$2.6M
159,741
-2%
减持
AMT
American Tower Corporation
-$2.5M
129,414
-1%
增持
PANW
Palo Alto Networks, Inc.
+$2.5M
37,051
+36%
增持
NEE
NextEra Energy, Inc.
+$2.4M
275,672
+10%
减持
V
Visa Inc. Class A
+$2.3M
140,631
-1%
减持
IQV
Iqvia Holdings Inc
+$2.3M
137,093
-2%
增持
NVDA
NVIDIA Corporation
+$2.3M
5,066
+8%
增持
MKC
McCormick & Company, Inc.
+$2.1M
160,804
+8%
减持
ZBRA
Zebra Technologies Corporation Class A
+$2.0M
80,666
-1%
增持
APD
Air Products and Chemicals, Inc.
-$2.0M
86,622
+3%
增持
TMO
Thermo Fisher Scientific Inc.
+$2.0M
38,449
+0%
减持
ABBV
AbbVie, Inc.
+$1.8M
77,348
-3%
减持
ROK
Rockwell Automation, Inc.
-$1.7M
83,043
-0%
增持
EOG
EOG Resources, Inc.
+$1.7M
72,726
+15%
减持
GOOG
Alphabet Inc. Class C
+$1.6M
210,302
-2%
减持
ANSS
ANSYS, Inc.
-$1.6M
97,011
-0%
增持
TJX
TJX Companies Inc
+$1.4M
34,223
+52%
增持
VOO
Vanguard S&P 500 ETF
+$1.3M
12,032
+18%
减持
LECO
Lincoln Electric Holdings, Inc.
+$1.3M
39,323
-2%
增持
NOW
ServiceNow, Inc.
+$1.3M
22,568
+0%
减持
DLTR
Dollar Tree, Inc.
-$1.3M
15,243
-35%
增持
TER
Teradyne, Inc.
+$1.3M
111,720
+7%
减持
MRK
Merck & Co., Inc.
+$1.2M
51,507
-0%
减持
JPM
JPMorgan Chase & Co.
+$1.2M
47,394
-3%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$1.1M
93,097
-2%
增持
CVX
Chevron Corporation
+$1.0M
111,860
+0%
减持
PG
Procter & Gamble Company
+$944.0K
68,217
-1%
减持
XYL
Xylem Inc.
+$941.0K
79,940
-3%
减持
HUBB
Hubbell Incorporated Class B
+$934.0K
11,880
-2%
减持
MRSH
Marsh & McLennan Companies, Inc.
+$934.0K
110,354
-4%
减持
LLY
Eli Lilly and Company
+$879.0K
5,587
-6%
减持
NVO
Novo Nordisk A/S Sponsored ADR Class B
+$834.0K
46,004
-6%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$831.0K
140,909
-11%
减持
SEDG
Solaredge Technologies, Inc.
-$791.0K
21,696
-13%
减持
ADP
Automatic Data Processing, Inc.
+$767.0K
71,799
-3%
减持
HD
Home Depot, Inc.
+$764.0K
22,604
-1%
增持
BIV
Vanguard Intermediate-Term Bond ETF
+$732.0K
42,045
+32%
增持
VIG
Vanguard Dividend Appreciation ETF
+$725.0K
49,118
+2%
增持
VTI
Vanguard Total Stock Market ETF
+$723.0K
22,778
+4%
减持
LOW
Lowe's Companies, Inc.
+$709.0K
22,738
-0%
减持
BSV
Vanguard Short-Term Bond ETF
-$704.0K
93,517
-9%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$698.0K
39,630
+17%
减持
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
-$626.0K
11,590
-52%
减持
COST
Costco Wholesale Corporation
+$610.0K
13,102
-4%
增持
VXF
Vanguard Extended Market ETF
+$605.0K
48,088
+1%
减持
PH
Parker-Hannifin Corporation
+$594.0K
12,365
-9%
减持
SHW
Sherwin-Williams Company
+$581.0K
26,591
-4%
建仓
PLTR
Palantir Technologies Inc
+$575.0K
25,000
增持
IVV
iShares Core S&P 500 ETF
+$573.0K
10,649
+1%
减持
DHR
Danaher Corporation
+$573.0K
37,500
-1%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$533.0K
16,239
-45%
减持
NEOG
Neogen Corporation
-$516.0K
91,651
-6%
减持
WM
Waste Management, Inc.
+$505.0K
17,682
-3%
减持
GNRC
Generac Holdings Inc.
-$498.0K
2,688
-59%
减持
—
TE Connectivity LTD
-$492.0K
52,059
-9%
减持
IDXX
IDEXX Laboratories, Inc.
-$479.0K
27,060
-0%
清仓
—
Splunk Inc.
-$474.0K
0
-100%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
+$468.0K
16,111
-4%
减持
—
Trane Technologies plc
+$439.0K
11,104
-6%
减持
UNP
Union Pacific Corporation
-$427.0K
133,001
-1%
减持
TGT
Target Corporation
+$425.0K
14,051
-3%
减持
—
Exxon Mobil Corporation
+$408.0K
28,932
-2%
增持
NN
Nextnav Inc
+$378.0K
125,000
+25%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$372.0K
57,914
+410%
增持
ILMN
Illumina, Inc.
+$364.0K
7,504
+57%
减持
GOOGL
Alphabet Inc. Class A
+$360.0K
55,060
-3%
减持
VZ
Verizon Communications Inc.
+$345.0K
85,892
-1%
增持
UNH
UnitedHealth Group Incorporated
+$337.0K
4,793
+24%
增持
QQQ
Invesco QQQ Trust
+$325.0K
9,370
+0%
增持
PEP
PepsiCo, Inc.
+$322.0K
60,651
+0%
增持
CLX
Clorox Company
+$304.0K
23,414
+2%
建仓
CI
Cigna Corporation
+$302.0K
831
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$302.0K
32,395
-16%
增持
IBM
International Business Machines Corporation
+$294.0K
4,142
+36%
减持
INTC
Intel Corporation
-$276.0K
42,607
-1%
减持
QCOM
Qualcomm Inc
+$271.0K
18,580
-7%
增持
IVW
iShares S&P 500 Growth ETF
+$262.0K
25,409
+1%
减持
MDLZ
Mondelez International, Inc. Class A
-$255.0K
29,231
-8%
减持
ORCL
Oracle Corporation
+$247.0K
18,520
-6%
减持
CSCO
Cisco Systems, Inc.
-$244.0K
22,636
-17%
清仓
EEM
iShares MSCI Emerging Markets ETF
-$234.0K
0
-100%
建仓
VDE
Vanguard Energy ETF
+$232.0K
1,759
减持
VV
Vanguard Large-Cap ETF
+$230.0K
10,791
-0%
建仓
XLE
Energy Select Sector SPDR Fund
+$225.0K
2,383
减持
NSC
Norfolk Southern Corporation
+$223.0K
12,680
-0%
减持
META
Meta Platforms
+$218.0K
1,670
-0%
清仓
DOW
Dow, Inc.
-$215.0K
0
-100%
建仓
TTD
Trade Desk, Inc. Class A
+$210.0K
2,400
建仓
IWB
iShares Russell 1000 ETF
+$209.0K
725
建仓
TRV
Travelers Companies, Inc.
+$207.0K
900
清仓
NYT
New York Times Company Class A
-$206.0K
0
-100%
建仓
CDW
CDW Corp.
+$205.0K
800
减持
SNPS
Synopsys, Inc.
+$205.0K
3,990
-1%
建仓
DXCM
Dexcom Inc.
+$203.0K
1,462
建仓
SLB
Schlumberger NV
+$202.0K
3,683
清仓
CWT
California Water Service Group
-$200.0K
0
-100%
减持
PM
Philip Morris International Inc.
-$196.0K
11,465
-13%
增持
CMCSA
Comcast Corporation Class A
+$182.0K
83,676
+7%
减持
VRP
Invesco Variable Rate Preferred ETF
-$182.0K
322,474
-5%
减持
ROP
Roper Technologies, Inc.
+$167.0K
39,393
-2%
减持
—
Cambridge Bancorp
-$166.0K
6,217
-27%
减持
—
Accenture Plc Class A
-$164.0K
3,628
-10%
减持
TXN
Texas Instruments Incorporated
-$164.0K
2,150
-32%
增持
—
Medtronic PLC
+$164.0K
28,832
+1%
增持
SPGI
S&P Global, Inc.
-$162.0K
51,353
+3%
减持
IJJ
iShares S&P Mid-Cap 400 Value ETF
-$160.0K
7,019
-19%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$158.0K
107,749
-2%
减持
APH
Amphenol Corporation
+$154.0K
10,009
-1%
增持
WMT
Walmart Inc.
+$153.0K
21,148
+198%
减持
UPS
United Parcel Service, Inc. Class B
-$144.0K
3,779
-16%
增持
IGM
iShares Expanded Tech Sector ETF
+$140.0K
12,246
+500%
减持
FLOT
iShares Floating Rate Bond ETF
-$133.0K
39,609
-7%
减持
—
Flextronics Int'l LTD
-$126.0K
10,217
-26%
减持
—
Hologic, Inc.
+$115.0K
19,436
-1%
减持
INTU
Intuit Inc.
-$112.0K
1,414
-14%
增持
GATX
GATX Corporation
+$109.0K
6,194
+3%
减持
IJR
iShares Core S&P Small Cap ETF
+$109.0K
67,858
-1%
减持
KO
Coca-Cola Company
+$103.0K
47,474
-0%
减持
ABT
Abbott Laboratories
+$99.0K
87,624
-2%
减持
VEA
Vanguard FTSE Developed Markets ETF
+$98.0K
60,785
-1%
减持
PFE
Pfizer Inc.
-$90.0K
68,371
-1%
减持
GLW
Corning Inc
+$89.0K
39,283
-1%
减持
AXP
American Express Company
+$89.0K
11,580
-15%
减持
USB
U.S. Bancorp
-$86.0K
4,672
-31%
减持
RTX
RTX Corporation
+$73.0K
7,883
-5%
减持
BNY
Bank of New York Mellon Corporation
+$73.0K
13,759
-1%
减持
IJS
iShares S&P Small-Cap 600 Value ETF
-$71.0K
4,584
-13%
减持
NVS
Novartis AG Sponsored ADR
-$70.0K
12,935
-1%
减持
ADI
Analog Devices, Inc.
-$67.0K
23,940
-1%
减持
CL
Colgate-Palmolive Company
+$67.0K
6,560
-0%
减持
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
-$64.0K
154,643
-2%
增持
IBTG
iShares iBonds Treasury 2026
+$63.0K
76,712
+4%
减持
AFL
Aflac Incorporated
+$63.0K
21,822
-1%
减持
ITW
Illinois Tool Works Inc.
+$62.0K
11,815
-0%
减持
BSX
Boston Scientific Corporation
+$62.0K
8,544
-6%
减持
IWR
iShares Russell Midcap ETF
+$62.0K
22,771
-4%
减持
VNQ
Vanguard Real Estate ETF
-$58.0K
17,805
-2%
