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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 19
增持 54
减持 69
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA Corporation
+$9.2M
126,981
+154%
建仓
ZTS
Zoetis, Inc. Class A
+$6.6M
33,893
清仓
—
TE Connectivity LTD
-$6.4M
0
-100%
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。
建仓
—
TE Connectivity PLC
+$6.0M
40,029
减持
AAPL
Apple Inc.
+$5.8M
319,128
-2%
减持
AMT
American Tower Corporation
+$4.9M
129,482
-0%
减持
CVS
CVS Health Corporation
-$4.3M
9,537
-88%
增持
SPGI
S&P Global, Inc.
+$3.8M
52,392
+0%
减持
NEE
NextEra Energy, Inc.
+$3.6M
284,800
-1%
减持
GOOG
Alphabet Inc. Class C
-$3.5M
209,349
-0%
减持
IQV
Iqvia Holdings Inc
+$3.5M
135,958
-0%
增持
ATR
Aptargroup, Inc.
+$3.5M
174,571
+0%
减持
APD
Air Products and Chemicals, Inc.
+$3.4M
87,335
-0%
减持
BRK/B
Berkshire Hathaway Inc. Class B
+$3.1M
61,189
-1%
增持
TMO
Thermo Fisher Scientific Inc.
+$2.8M
40,497
+1%
减持
ADP
Automatic Data Processing, Inc.
+$2.6M
71,072
-0%
减持
UNP
Union Pacific Corporation
+$2.6M
132,203
-0%
增持
NOW
ServiceNow, Inc.
+$2.6M
22,626
+1%
减持
MSFT
Microsoft Corporation
-$2.5M
134,782
-0%
增持
MKC
McCormick & Company, Inc.
+$2.4M
199,869
+1%
减持
ZBRA
Zebra Technologies Corporation Class A
-$2.0M
60,530
-23%
增持
PANW
Palo Alto Networks, Inc.
+$2.0M
52,311
+12%
增持
V
Visa Inc. Class A
+$2.0M
140,734
+1%
减持
SHW
Sherwin-Williams Company
+$2.0M
25,332
-2%
减持
ABBV
AbbVie, Inc.
+$1.9M
74,821
-0%
减持
AMZN
Amazon.com, Inc.
-$1.8M
248,861
-0%
减持
TER
Teradyne, Inc.
-$1.7M
109,671
-1%
增持
CRM
Salesforce, Inc.
+$1.7M
91,644
+1%
减持
ECL
Ecolab Inc.
+$1.6M
100,317
-1%
减持
SPY
SPDR S&P 500 ETF Trust
+$1.6M
57,393
-0%
减持
CVX
Chevron Corporation
-$1.5M
110,466
-3%
减持
NKE
NIKE, Inc. Class B
+$1.4M
151,688
-5%
增持
SYK
Stryker Corporation
+$1.4M
63,259
+0%
增持
VOO
Vanguard S&P 500 ETF
+$1.3M
29,766
+3%
增持
ADBE
Adobe Inc.
-$1.3M
41,324
+1%
减持
MRSH
Marsh & McLennan Companies, Inc.
+$1.3M
108,615
-0%
增持
LOW
Lowe's Companies, Inc.
+$1.2M
22,935
+1%
减持
JNJ
Johnson & Johnson
+$1.2M
88,407
-2%
减持
MCD
McDonald's Corporation
+$1.2M
27,064
-2%
增持
—
Eaton Corp. PLC
+$1.2M
38,566
+4%
减持
HD
Home Depot, Inc.
+$1.1M
21,756
-3%
减持
DHR
Danaher Corporation
+$1.0M
37,429
-0%
减持
INTC
Intel Corporation
-$941.0K
12,015
-70%
清仓
DLTR
Dollar Tree, Inc.
-$912.0K
0
-100%
增持
ABT
Abbott Laboratories
+$895.0K
86,990
+0%
增持
VXF
Vanguard Extended Market ETF
+$880.0K
52,911
+2%
增持
NVO
Novo Nordisk A/S Sponsored ADR Class B
-$872.0K
44,524
+3%
增持
GOOGL
Alphabet Inc. Class A
-$823.0K
55,171
+1%
建仓
EFA
iShares MSCI EAFE ETF
+$811.0K
9,698
增持
—
Trane Technologies plc
+$797.0K
11,342
+3%
减持
—
iShares iBonds Treasury 2024
-$788.0K
71,139
-32%
减持
VIG
Vanguard Dividend Appreciation ETF
+$765.0K
50,039
-0%
增持
PLTR
Palantir Technologies Inc
+$743.0K
37,000
+48%
减持
MRK
Merck & Co., Inc.
-$729.0K
52,039
-3%
增持
IBTH
iShares iBonds Treasury 2027
+$673.0K
100,844
+38%
增持
WELL
Welltower, Inc.
+$667.0K
26,217
+2%
增持
JPM
JPMorgan Chase & Co.
+$645.0K
47,614
+3%
减持
QCOM
Qualcomm Inc
-$642.0K
17,475
-4%
减持
ROK
Rockwell Automation, Inc.
-$624.0K
82,844
-0%
减持
ROP
Roper Technologies, Inc.
-$619.0K
38,467
-2%
减持
IJR
iShares Core S&P Small Cap ETF
+$571.0K
61,479
-1%
建仓
FBND
Fidelity Total (bond Etf)
+$551.0K
11,799
增持
XLE
Energy Select Sector SPDR Fund
+$544.0K
8,662
+263%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$523.0K
41,178
+3%
增持
IBTG
iShares iBonds Treasury 2026
+$488.0K
164,126
+13%
增持
UNH
UnitedHealth Group Incorporated
+$482.0K
5,191
+4%
减持
IDXX
IDEXX Laboratories, Inc.
+$475.0K
26,908
-0%
减持
ANSS
ANSYS, Inc.
-$471.0K
95,772
-1%
建仓
EBC
Eastern Bankshares Inc
+$468.0K
28,581
减持
CLX
Clorox Company
+$468.0K
22,228
-4%
减持
DIS
Walt Disney Company
-$467.0K
85,830
-2%
减持
PG
Procter & Gamble Company
+$464.0K
65,786
-1%
增持
TJX
TJX Companies Inc
+$439.0K
45,729
+2%
增持
PEP
PepsiCo, Inc.
+$430.0K
59,659
+1%
减持
VEU
Vanguard FTSE All-World ex-US ETF
-$422.0K
31,766
-23%
减持
MMM
3M Company
+$419.0K
12,416
-1%
增持
RPM
RPM International Inc.
+$418.0K
31,060
+0%
增持
BND
Vanguard Total Bond Market ETF
+$410.0K
25,995
+21%
减持
COST
Costco Wholesale Corporation
+$406.0K
12,849
-1%
增持
—
ASML Holding NV ADR
-$399.0K
3,400
+8%
清仓
—
Cambridge Bancorp
-$398.0K
0
-100%
增持
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
+$398.0K
202,893
+3%
建仓
AEM
Agnico Eagle Mines LTD
+$390.0K
4,847
减持
ORCL
Oracle Corporation
+$388.0K
14,509
-2%
建仓
JMUB
J P Morgan Exchange (traded FD Municipal Etf)
+$367.0K
7,163
减持
MDY
SPDR S&P Midcap 400 ETF Trust
+$364.0K
14,180
-2%
减持
LLY
Eli Lilly and Company
-$360.0K
5,282
-5%
建仓
TRV
Travelers Companies, Inc.
+$357.0K
1,525
减持
KO
Coca-Cola Company
+$354.0K
46,771
-1%
增持
META
Meta Platforms
+$342.0K
2,036
+25%
增持
RTX
RTX Corporation
+$336.0K
9,199
+19%
减持
VTI
Vanguard Total Stock Market ETF
+$331.0K
23,224
-1%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$320.0K
91,117
-7%
减持
FDX
FedEx Corporation
-$319.0K
8,465
-4%
清仓
ZBH
Zimmer Biomet Holdings, Inc.
-$313.0K
0
-100%
增持
AM
Antero Midstream Corp.
+$306.0K
35,000
+133%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$277.0K
83,202
-2%
清仓
CI
Cigna Corporation
-$274.0K
0
-100%
减持
EOG
EOG Resources, Inc.
-$271.0K
75,788
-1%
减持
ITW
Illinois Tool Works Inc.
+$267.0K
11,985
-1%
建仓
AZO
Autozone Inc
+$265.0K
84
建仓
VRTX
Vertex Pharmaceuticals Incorporated
+$263.0K
566
减持
WMT
Walmart Inc.
+$251.0K
20,842
-1%
增持
VGSH
Vanguard Short-Term Treasury ETF
+$246.0K
76,975
+4%
增持
VNQ
Vanguard Real Estate ETF
+$246.0K
17,018
+1%
增持
TSM
Taiwan Semiconductor MFG.
+$242.0K
3,399
+70%
清仓
VB
Vanguard Small-Cap ETF
-$241.0K
0
-100%
增持
SHV
iShares Short Treasury Bond Fund
+$236.0K
4,458
+91%
清仓
MOTI
VanEck Morningstar International Moat ETF
-$236.0K
0
-100%
减持
IVV
iShares Core S&P 500 ETF
+$235.0K
8,034
-0%
建仓
AVGO
Broadcom Inc.
+$233.0K
1,350
建仓
SWK
Stanley Black & Decker, Inc.
+$229.0K
2,083
建仓
HIG
Hartford Financial
+$227.0K
1,933
建仓
CARR
Carrier Global Corp.
+$225.0K
2,800
增持
IJH
iShares Core S&P Mid-Cap ETF
+$223.0K
54,046
+1%
建仓
D
Dominion Energy Inc
+$222.0K
3,850
增持
IBTI
iShares iBonds Treasury 2028
+$221.0K
75,559
+12%
增持
IBTJ
iShares iBonds Treasury 2029
+$220.0K
70,876
+12%
建仓
MPWR
Monolithic Power Systems, Inc.
+$214.0K
231
减持
MDLZ
Mondelez International, Inc. Class A
+$214.0K
28,990
-1%
建仓
SSNC
SS&C Technologies Holdings, Inc.
+$211.0K
2,840
减持
CAT
Caterpillar Inc.
+$211.0K
4,502
-3%
建仓
CWT
California Water Service Group
+$210.0K
3,865
建仓
TLH
iShares TR 10-20 YR (TRS Etf)
+$208.0K
1,904
清仓
MCK
McKesson Corporation
-$207.0K
0
-100%
增持
MA
Mastercard Incorporated Class A
+$194.0K
1,600
+19%
减持
BDX
Becton, Dickinson and Company
-$182.0K
6,664
-13%
增持
DE
Deere & Company
+$182.0K
1,175
+42%
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$182.0K
28,003
-11%
减持
IBM
International Business Machines Corporation
+$168.0K
4,392
-5%
增持
LEN
Lennar Corporation Class A
+$167.0K
3,841
+4%
增持
SNPS
Synopsys, Inc.
-$165.0K
4,363
+9%
减持
VZ
Verizon Communications Inc.
+$158.0K
81,489
-4%
减持
—
Accenture Plc Class A
+$157.0K
3,346
-1%
减持
GLW
Corning Inc
+$154.0K
24,910
-0%
增持
IBTL
iShares iBonds Treasury 2031
+$154.0K
69,665
+7%
增持
AWK
American Water Works Co Inc
+$153.0K
5,935
+7%
增持
IBTK
iShares iBonds Treasury 2030
+$152.0K
72,192
+7%
增持
VV
Vanguard Large-Cap ETF
+$151.0K
10,693
+0%
减持
APH
Amphenol Corporation
-$144.0K
17,140
-8%
减持
WY
Weyerhaeuser Company
-$134.0K
28,901
-26%
减持
—
iShares iBonds Treasury 2025
-$121.0K
152,549
-4%
减持
BSV
Vanguard Short-Term Bond ETF
+$118.0K
76,443
-1%
减持
MCHP
Microchip Technology Incorporated
-$118.0K
8,656
-3%
增持
WAT
Waters Corporation
+$113.0K
922
+22%
增持
TGT
Target Corporation
+$113.0K
13,478
+0%
减持
VXUS
Vanguard Total International Stock ETF
-$112.0K
32,291
-12%
减持
PM
Philip Morris International Inc.
+$112.0K
10,493
-8%
减持
ILMN
Illumina, Inc.
+$111.0K
6,833
-9%
增持
CRWD
CrowdStrike Holdings, Inc. Class A
+$109.0K
2,278
+65%
