小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 38
减持 90
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VOO
Vanguard S&P 500 ETF
+$8.0M
43,907
+48%
减持
AMZN
Amazon.com, Inc.
+$7.7M
246,252
-1%
减持
AMT
American Tower Corporation
-$6.7M
127,574
-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
IQV
Iqvia Holdings Inc
-$5.7M
134,939
-1%
减持
CRM
Salesforce, Inc.
+$5.4M
91,310
-0%
减持
V
Visa Inc. Class A
+$5.2M
138,872
-1%
减持
AAPL
Apple Inc.
+$5.1M
317,186
-1%
减持
GOOG
Alphabet Inc. Class C
+$4.7M
208,453
-0%
减持
TMO
Thermo Fisher Scientific Inc.
-$4.2M
40,174
-1%
减持
NEE
NextEra Energy, Inc.
-$3.9M
281,910
-1%
减持
NOW
ServiceNow, Inc.
+$3.4M
22,270
-2%
减持
UNP
Union Pacific Corporation
-$2.9M
130,141
-2%
增持
ADBE
Adobe Inc.
-$2.9M
41,650
+1%
减持
SPY
SPDR S&P 500 ETF Trust
-$2.8M
51,342
-11%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$2.7M
69,061
-17%
减持
ECL
Ecolab Inc.
-$2.5M
98,807
-2%
减持
NKE
NIKE, Inc. Class B
-$2.5M
144,794
-5%
增持
IDXX
IDEXX Laboratories, Inc.
-$2.3M
27,381
+2%
减持
ZTS
Zoetis, Inc. Class A
-$2.1M
27,528
-19%
增持
—
ASML Holding NV ADR
+$2.0M
6,972
+105%
减持
DHR
Danaher Corporation
-$1.9M
36,963
-1%
减持
JNJ
Johnson & Johnson
-$1.8M
86,961
-2%
减持
ROP
Roper Technologies, Inc.
-$1.7M
37,819
-2%
增持
IBTH
iShares iBonds Treasury 2027
+$1.7M
180,267
+79%
减持
ABBV
AbbVie, Inc.
-$1.7M
73,506
-2%
清仓
—
iShares iBonds Treasury 2024
-$1.7M
0
-100%
建仓
VUSB
Vanguard Ultra-Short Bond ETF
+$1.7M
34,006
建仓
VCRB
Vanguard Core Bond ETF
+$1.7M
22,156
减持
XYL
Xylem Inc.
-$1.6M
78,579
-1%
减持
ANSS
ANSYS, Inc.
+$1.5M
94,992
-1%
减持
MRSH
Marsh & McLennan Companies, Inc.
-$1.5M
107,164
-1%
增持
NVO
Novo Nordisk A/S Sponsored ADR Class B
-$1.4M
44,804
+1%
减持
BND
Vanguard Total Bond Market ETF
-$1.4M
7,367
-72%
减持
NVDA
NVIDIA Corporation
+$1.4M
125,155
-1%
增持
VXF
Vanguard Extended Market ETF
+$1.4M
57,969
+10%
增持
MPWR
Monolithic Power Systems, Inc.
+$1.3M
2,614
+1032%
减持
JPM
JPMorgan Chase & Co.
+$1.3M
47,416
-0%
减持
GOOGL
Alphabet Inc. Class A
+$1.3M
55,148
-0%
减持
MKC
McCormick & Company, Inc.
-$1.3M
198,958
-0%
减持
PLTR
Palantir Technologies Inc
+$1.3M
35,000
-5%
减持
SHW
Sherwin-Williams Company
-$1.2M
24,997
-1%
减持
TER
Teradyne, Inc.
-$1.1M
107,947
-2%
增持
PEP
PepsiCo, Inc.
-$1.0M
60,056
+1%
减持
ADP
Automatic Data Processing, Inc.
+$989.0K
70,568
-1%
增持
MSFT
Microsoft Corporation
-$965.0K
135,308
+0%
减持
APD
Air Products and Chemicals, Inc.
-$955.0K
86,361
-1%
减持
VZ
Verizon Communications Inc.
-$898.0K
69,057
-15%
减持
ATR
Aptargroup, Inc.
-$873.0K
172,452
-1%
减持
DIS
Walt Disney Company
+$873.0K
81,984
-4%
减持
MRK
Merck & Co., Inc.
-$864.0K
50,720
-3%
减持
VGSH
Vanguard Short-Term Treasury ETF
-$785.0K
64,589
-16%
增持
SPGI
S&P Global, Inc.
-$779.0K
52,783
+1%
增持
PANW
Palo Alto Networks, Inc.
+$779.0K
102,546
+96%
减持
GIS
General Mills, Inc.
-$694.0K
67,051
-0%
增持
TFLO
iShares Treasury Floating Rate Bond ETF
+$665.0K
41,247
+47%
减持
LOW
Lowe's Companies, Inc.
-$619.0K
22,662
-1%
减持
PG
Procter & Gamble Company
-$606.0K
64,348
-2%
增持
IBTG
iShares iBonds Treasury 2026
+$573.0K
191,098
+16%
减持
CAT
Caterpillar Inc.
-$564.0K
3,301
-27%
减持
XLE
Energy Select Sector SPDR Fund
-$557.0K
2,383
-72%
减持
AMGN
Amgen Inc.
-$549.0K
8,234
-2%
减持
HD
Home Depot, Inc.
-$536.0K
21,286
-2%
减持
MCD
McDonald's Corporation
-$533.0K
26,591
-2%
减持
ADI
Analog Devices, Inc.
-$524.0K
22,303
-2%
减持
ILMN
Illumina, Inc.
-$520.0K
2,773
-59%
增持
VIG
Vanguard Dividend Appreciation ETF
+$502.0K
53,176
+6%
减持
NEOG
Neogen Corporation
-$489.0K
88,866
-5%
减持
BIV
Vanguard Intermediate-Term Bond ETF
-$472.0K
45,868
-8%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$466.0K
48,074
+17%
减持
KO
Coca-Cola Company
-$462.0K
46,567
-0%
增持
SHV
iShares Short Treasury Bond Fund
+$462.0K
8,677
+95%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$462.0K
61,112
-0%
减持
UNH
UnitedHealth Group Incorporated
-$426.0K
5,158
-1%
建仓
VUG
Vanguard Growth ETF
+$425.0K
1,036
增持
VTIP
Vanguard Short-Term Inflation-Protected ETF
+$411.0K
215,119
+6%
减持
VCSH
Vanguard Short-Term Corporate Bond ETF
-$404.0K
86,646
-4%
减持
MRNA
Moderna, Inc.
-$401.0K
5,362
-43%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$393.0K
45,975
-6%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$391.0K
84,018
-8%
减持
SYK
Stryker Corporation
-$386.0K
62,401
-1%
减持
CMCSA
Comcast Corporation Class A
-$364.0K
73,874
-2%
减持
—
TE Connectivity PLC
-$361.0K
39,751
-1%
减持
ZBRA
Zebra Technologies Corporation Class A
+$353.0K
58,950
-3%
减持
—
Exxon Mobil Corporation
-$329.0K
31,034
-1%
减持
BDX
Becton, Dickinson and Company
-$326.0K
5,647
-15%
增持
MDLZ
Mondelez International, Inc. Class A
-$321.0K
30,386
+5%
清仓
SEDG
Solaredge Technologies, Inc.
-$320.0K
0
-100%
减持
VXUS
Vanguard Total International Stock ETF
-$313.0K
30,176
-7%
清仓
—
Baxter International Inc.
-$313.0K
0
-100%
减持
IJR
iShares Core S&P Small Cap ETF
-$313.0K
59,694
-3%
增持
NFLX
Netflix Inc
+$297.0K
583
+85%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$285.0K
13,682
-4%
减持
AXP
American Express Company
+$283.0K
11,400
-0%
减持
KMB
Kimberly-Clark Corporation
-$282.0K
6,143
-20%
减持
UPS
United Parcel Service, Inc. Class B
-$281.0K
1,725
-53%
建仓
ABNB
Airbnb Inc Com CL A
+$281.0K
2,135
建仓
IEI
iShares TR 3 7 YR (treas BD)
+$279.0K
2,413
减持
LECO
Lincoln Electric Holdings, Inc.
-$273.0K
38,348
-1%
减持
MCHP
Microchip Technology Incorporated
-$273.0K
7,356
-15%
减持
BSV
Vanguard Short-Term Bond ETF
-$259.0K
74,496
-3%
减持
CVS
CVS Health Corporation
-$256.0K
7,670
-20%
增持
IBTI
iShares iBonds Treasury 2028
+$254.0K
89,192
+18%
清仓
EL
Estee Lauder Companies Inc. Class A
-$251.0K
0
-100%
清仓
FSLR
First Solar, Inc.
-$249.0K
0
-100%
清仓
GE
GE Aerospace
-$247.0K
0
-100%
建仓
KVUE
Kenvue Inc Com
+$243.0K
11,403
增持
IVW
iShares S&P 500 Growth ETF
+$242.0K
26,964
+3%
增持
—
Medtronic PLC
-$240.0K
27,305
+2%
清仓
SUB
iShares Short-Term National Muni Bond ETF
-$237.0K
0
-100%
清仓
SWK
Stanley Black & Decker, Inc.
-$229.0K
0
-100%
清仓
—
Unilever PLC Sponsored ADR
-$228.0K
0
-100%
增持
VRP
Invesco Variable Rate Preferred ETF
+$226.0K
228,490
+5%
清仓
CARR
Carrier Global Corp.
-$225.0K
0
-100%
建仓
VB
Vanguard Small-Cap ETF
+$223.0K
927
清仓
CP
Canadian Pacific Kansas City
-$221.0K
0
-100%
建仓
—
Janus Henderson Group PLC
+$213.0K
5,000
建仓
GS
Goldman Sachs Group, Inc.
+$212.0K
370
清仓
CWT
California Water Service Group
-$210.0K
0
-100%
减持
AFL
Aflac Incorporated
-$202.0K
21,397
-1%
建仓
MCK
McKesson Corporation
+$202.0K
355
减持
AMAT
Applied Materials, Inc.
-$198.0K
4,496
-2%
增持
—
iShares iBonds Treasury 2025
+$192.0K
161,452
+6%
减持
VEU
Vanguard FTSE All-World ex-US ETF
-$178.0K
31,746
-0%
增持
CRWD
CrowdStrike Holdings, Inc. Class A
+$177.0K
2,385
+5%
增持
BMY
Bristol-Myers Squibb Company
+$173.0K
25,179
+4%
增持
TSM
Taiwan Semiconductor MFG.
+$171.0K
3,855
+13%
减持
WMT
Walmart Inc.
+$155.0K
20,339
-2%
减持
ITW
Illinois Tool Works Inc.
-$144.0K
11,820
-1%
减持
ORCL
Oracle Corporation
-$138.0K
14,007
-3%
增持
APH
Amphenol Corporation
+$133.0K
18,003
+5%
增持
VDE
Vanguard Energy ETF
+$132.0K
2,860
+63%
增持
IBTJ
iShares iBonds Treasury 2029
+$132.0K
79,658
+12%
减持
TJX
TJX Companies Inc
+$129.0K
45,558
-0%
减持
GATX
GATX Corporation
+$126.0K
6,860
-3%
减持
IVV
iShares Core S&P 500 ETF
-$126.0K
7,658
-5%
减持
EMR
Emerson Electric Co.
+$123.0K
8,971
-1%
增持
PFE
Pfizer Inc.
-$118.0K
67,845
+2%
减持
WM
Waste Management, Inc.
-$105.0K
17,607
-0%
减持
EOG
EOG Resources, Inc.
-$90.0K
75,276
-1%
减持
—
Accenture Plc Class A
-$85.0K
3,121
-7%
减持
CSCO
Cisco Systems, Inc.
+$80.0K
18,438
-3%
减持
VTI
Vanguard Total Stock Market ETF
+$76.0K
22,954
-1%
增持
VV
Vanguard Large-Cap ETF
+$74.0K
10,711
+0%
减持
PM
Philip Morris International Inc.
-$72.0K
9,984
-5%
增持
VNQ
Vanguard Real Estate ETF
-$72.0K
17,809
+5%
增持
SNPS
Synopsys, Inc.
-$71.0K
4,405
+1%
增持
ABT
Abbott Laboratories
-$71.0K
87,059
+0%
增持
IWF
iShares Russell 1000 Growth ETF
+$67.0K
1,403
+6%
减持
STZ
Constellation Brands, Inc. Class A
-$63.0K
923
-11%
增持
VO
Vanguard Mid-Cap ETF
+$62.0K
6,633
+4%
