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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 15
增持 38
减持 85
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc.
+$12.1M
325,403
-1%
增持
VOO
Vanguard S&P 500 ETF
+$8.6M
28,830
+140%
减持
SPY
SPDR S&P 500 ETF Trust
-$7.2M
57,554
-22%
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
GOOG
Alphabet Inc. Class C
+$6.5M
210,056
-0%
减持
IQV
Iqvia Holdings Inc
-$5.9M
136,037
-1%
减持
CVS
CVS Health Corporation
-$5.6M
82,384
-37%
增持
PANW
Palo Alto Networks, Inc.
+$5.3M
46,764
+26%
增持
ADBE
Adobe Inc.
+$4.5M
40,813
+13%
减持
CRM
Salesforce, Inc.
-$4.1M
90,994
-0%
增持
MSFT
Microsoft Corporation
+$3.8M
135,429
+0%
减持
TER
Teradyne, Inc.
+$3.8M
110,520
-1%
建仓
—
ASML Holding NV ADR
+$3.2M
3,160
减持
NKE
NIKE, Inc. Class B
-$3.0M
158,899
-1%
增持
NEE
NextEra Energy, Inc.
+$2.8M
288,921
+5%
减持
UNP
Union Pacific Corporation
-$2.8M
132,319
-1%
减持
LECO
Lincoln Electric Holdings, Inc.
-$2.7M
38,858
-1%
减持
AMZN
Amazon.com, Inc.
+$2.7M
249,517
-1%
减持
ANSS
ANSYS, Inc.
-$2.7M
96,384
-1%
减持
V
Visa Inc. Class A
-$2.6M
139,743
-1%
减持
ATR
Aptargroup, Inc.
-$2.3M
174,086
-7%
减持
MCD
McDonald's Corporation
-$2.3M
27,677
-17%
减持
VRP
Invesco Variable Rate Preferred ETF
-$2.3M
223,187
-31%
增持
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
+$2.2M
197,922
+28%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$2.2M
97,936
-30%
增持
DIS
Walt Disney Company
-$1.9M
87,854
+1%
减持
FLOT
iShares Floating Rate Bond ETF
-$1.7M
6,038
-85%
增持
MKC
McCormick & Company, Inc.
+$1.7M
197,608
+23%
减持
GOOGL
Alphabet Inc. Class A
+$1.7M
54,752
-1%
增持
APD
Air Products and Chemicals, Inc.
+$1.6M
87,638
+1%
增持
NVDA
NVIDIA Corporation
+$1.6M
50,090
+889%
建仓
IBTH
iShares iBonds Treasury 2027
+$1.6M
72,927
增持
IBTG
iShares iBonds Treasury 2026
+$1.6M
145,578
+90%
减持
SHW
Sherwin-Williams Company
-$1.5M
25,763
-3%
减持
IDXX
IDEXX Laboratories, Inc.
-$1.5M
26,927
-0%
建仓
IBTI
iShares iBonds Treasury 2028
+$1.5M
67,765
增持
—
iShares iBonds Treasury 2025
+$1.5M
159,085
+66%
增持
TJX
TJX Companies Inc
+$1.5M
44,831
+31%
增持
SPGI
S&P Global, Inc.
+$1.5M
52,270
+2%
减持
COST
Costco Wholesale Corporation
+$1.4M
12,923
-1%
建仓
IBTJ
iShares iBonds Treasury 2029
+$1.3M
63,012
增持
ROK
Rockwell Automation, Inc.
-$1.3M
83,057
+0%
建仓
IBTL
iShares iBonds Treasury 2031
+$1.3M
64,893
建仓
IBTK
iShares iBonds Treasury 2030
+$1.3M
67,165
减持
DEO
Diageo PLC Sponsored ADR
-$1.3M
5,050
-61%
减持
BSV
Vanguard Short-Term Bond ETF
-$1.3M
76,887
-18%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$1.3M
14,416
-11%
减持
ABBV
AbbVie, Inc.
-$1.2M
74,866
-3%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$1.2M
84,477
-9%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$1.2M
91,960
-15%
减持
IVV
iShares Core S&P 500 ETF
-$1.2M
8,039
-25%
减持
—
TE Connectivity LTD
-$1.2M
42,417
-19%
减持
SEDG
Solaredge Technologies, Inc.
-$1.2M
14,318
-34%
减持
DLTR
Dollar Tree, Inc.
-$1.1M
8,542
-44%
减持
JNJ
Johnson & Johnson
-$1.1M
89,846
-0%
减持
PH
Parker-Hannifin Corporation
-$1.1M
11,442
-7%
减持
NSC
Norfolk Southern Corporation
-$982.0K
10,480
-17%
减持
ABT
Abbott Laboratories
-$936.0K
86,839
-1%
减持
HD
Home Depot, Inc.
-$929.0K
22,491
-0%
减持
ADP
Automatic Data Processing, Inc.
-$912.0K
71,300
-1%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$907.0K
61,651
-0%
减持
PEP
PepsiCo, Inc.
-$900.0K
58,906
-3%
减持
IJR
iShares Core S&P Small Cap ETF
-$880.0K
62,065
-9%
减持
LOW
Lowe's Companies, Inc.
-$790.0K
22,688
-0%
减持
HUBB
Hubbell Incorporated Class B
-$763.0K
11,403
-4%
减持
LLY
Eli Lilly and Company
+$694.0K
5,567
-0%
减持
FDX
FedEx Corporation
-$679.0K
8,790
-23%
减持
BDX
Becton, Dickinson and Company
-$670.0K
7,654
-23%
减持
INTC
Intel Corporation
-$659.0K
39,476
-7%
增持
BIV
Vanguard Intermediate-Term Bond ETF
+$655.0K
51,076
+21%
清仓
MIDD
Middleby Corporation
-$564.0K
0
-100%
清仓
—
Wolfspeed Inc
-$535.0K
0
-100%
减持
ADI
Analog Devices, Inc.
+$512.0K
22,988
-4%
减持
TGT
Target Corporation
-$502.0K
13,428
-4%
减持
ECL
Ecolab Inc.
+$495.0K
100,851
-1%
减持
QCOM
Qualcomm Inc
+$468.0K
18,145
-2%
减持
NOW
ServiceNow, Inc.
+$461.0K
22,458
-0%
减持
CLX
Clorox Company
-$432.0K
23,105
-1%
增持
SYK
Stryker Corporation
-$428.0K
63,102
+3%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$427.0K
53,066
-13%
清仓
BLV
Vanguard Long-Term Bond ETF
-$414.0K
0
-100%
减持
CMCSA
Comcast Corporation Class A
-$405.0K
82,276
-2%
减持
XYL
Xylem Inc.
+$401.0K
79,124
-1%
减持
—
Medtronic PLC
-$396.0K
26,892
-7%
建仓
PODD
Insulet Corporation
+$383.0K
1,900
增持
AMT
American Tower Corporation
-$374.0K
129,625
+0%
减持
IJH
iShares Core S&P Mid-Cap ETF
-$373.0K
53,742
-7%
减持
—
Kellanova
-$365.0K
9,757
-40%
减持
RPM
RPM International Inc.
-$354.0K
31,020
-0%
增持
MRNA
Moderna, Inc.
+$354.0K
5,084
+117%
减持
WY
Weyerhaeuser Company
-$344.0K
39,221
-3%
清仓
GNRC
Generac Holdings Inc.
-$339.0K
0
-100%
增持
VTI
Vanguard Total Stock Market ETF
+$325.0K
23,345
+2%
减持
GLW
Corning Inc
-$324.0K
25,003
-36%
增持
VXF
Vanguard Extended Market ETF
+$321.0K
51,832
+8%
增持
FISV
Fiserv, Inc.
+$319.0K
6,672
+58%
减持
QQQ
Invesco QQQ Trust
+$318.0K
9,347
-0%
增持
—
Exxon Mobil Corporation
+$304.0K
31,856
+10%
增持
WELL
Welltower, Inc.
+$298.0K
25,801
+1%
增持
ITW
Illinois Tool Works Inc.
-$296.0K
12,130
+3%
减持
TYL
Tyler Technologies, Inc.
+$295.0K
3,954
-1%
增持
IAU
iShares Gold Trust
+$294.0K
15,565
+68%
增持
EOG
EOG Resources, Inc.
+$291.0K
76,173
+5%
减持
—
Trane Technologies plc
+$279.0K
10,982
-1%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$275.0K
9,208
-43%
减持
NVO
Novo Nordisk A/S Sponsored ADR Class B
+$266.0K
43,244
-6%
清仓
ITOT
iShares Core S&P Total U.S. Stock Market ETF
-$259.0K
0
-100%
建仓
SHV
iShares Short Treasury Bond Fund
+$257.0K
2,328
增持
IVW
iShares S&P 500 Growth ETF
+$256.0K
25,959
+2%
减持
ILMN
Illumina, Inc.
-$250.0K
7,471
-0%
减持
ORCL
Oracle Corporation
-$242.0K
14,759
-20%
建仓
VB
Vanguard Small-Cap ETF
+$241.0K
1,105
减持
CAT
Caterpillar Inc.
-$238.0K
4,652
-5%
减持
—
Accenture Plc Class A
-$232.0K
3,380
-7%
建仓
TIP
iShares TIPS Bond ETF
+$231.0K
2,165
减持
MRSH
Marsh & McLennan Companies, Inc.
+$226.0K
108,946
-1%
建仓
FSLR
First Solar, Inc.
+$225.0K
1,000
减持
AMGN
Amgen Inc.
+$222.0K
8,416
-1%
建仓
NYT
New York Times Company Class A
+$215.0K
4,200
减持
VGIT
Vanguard Intermediate-Term Treasury ETF
-$213.0K
7,770
-32%
建仓
NFLX
Netflix Inc
+$213.0K
315
清仓
D
Dominion Energy Inc
-$210.0K
0
-100%
建仓
MCK
McKesson Corporation
+$207.0K
355
清仓
TRV
Travelers Companies, Inc.
-$207.0K
0
-100%
清仓
CDW
CDW Corp.
-$205.0K
0
-100%
清仓
SWK
Stanley Black & Decker, Inc.
-$204.0K
0
-100%
清仓
DXCM
Dexcom Inc.
-$203.0K
0
-100%
清仓
SLB
Schlumberger NV
-$202.0K
0
-100%
清仓
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
-$202.0K
0
-100%
建仓
MCO
Moody's Corporation
+$200.0K
476
增持
UNH
UnitedHealth Group Incorporated
+$182.0K
5,013
+5%
增持
VIG
Vanguard Dividend Appreciation ETF
+$177.0K
50,104
+2%
增持
—
Eaton Corp. PLC
+$172.0K
37,027
+1%
增持
MRK
Merck & Co., Inc.
-$157.0K
53,624
+4%
增持
VO
Vanguard Mid-Cap ETF
+$156.0K
6,950
+14%
减持
IJS
iShares S&P Small-Cap 600 Value ETF
-$153.0K
3,272
-29%
减持
EL
Estee Lauder Companies Inc. Class A
-$152.0K
3,059
-1%
减持
STWD
Starwood Property Trust, Inc.
-$142.0K
55,804
-5%
减持
PG
Procter & Gamble Company
-$138.0K
66,276
-3%
减持
VNQ
Vanguard Real Estate ETF
-$128.0K
16,852
-5%
减持
ZBRA
Zebra Technologies Corporation Class A
+$127.0K
79,121
-2%
增持
CVX
Chevron Corporation
+$127.0K
113,615
+2%
增持
MDLZ
Mondelez International, Inc. Class A
-$124.0K
29,373
+0%
减持
SBUX
Starbucks Corporation
-$118.0K
8,693
-0%
减持
LEN
Lennar Corporation Class A
-$114.0K
3,691
-5%
增持
APH
Amphenol Corporation
+$106.0K
18,716
+87%
减持
KO
Coca-Cola Company
+$103.0K
47,235
-1%
减持
VZ
Verizon Communications Inc.
-$102.0K
84,906
-1%
增持
TMO
Thermo Fisher Scientific Inc.
-$101.0K
40,228
+5%
减持
JPM
JPMorgan Chase & Co.
-$98.0K
46,449
-2%
增持
MOAT
VanEck Morningstar Wide Moat ETF
-$94.0K
40,049
+1%
