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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 13
增持 60
减持 70
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc.
-$13.3M
297,778
-6%
减持
TER
Teradyne, Inc.
-$7.8M
70,384
-35%
增持
GOOG
Alphabet Inc. Class C
-$7.1M
208,645
+0%
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。
增持
AMZN
Amazon.com, Inc.
-$6.9M
247,896
+1%
减持
ZBRA
Zebra Technologies Corporation Class A
-$6.7M
56,920
-3%
减持
CRM
Salesforce, Inc.
-$6.4M
90,032
-1%
增持
MSFT
Microsoft Corporation
-$5.1M
138,391
+2%
增持
VOO
Vanguard S&P 500 ETF
+$4.6M
54,992
+25%
减持
V
Visa Inc. Class A
+$4.3M
137,381
-1%
减持
AMT
American Tower Corporation
+$4.1M
126,584
-1%
减持
BRK/B
Berkshire Hathaway Inc. Class B
+$4.0M
59,517
-3%
增持
NFLX
Netflix Inc
+$3.6M
4,373
+650%
增持
NOW
ServiceNow, Inc.
-$3.4M
25,406
+14%
增持
NVDA
NVIDIA Corporation
-$3.2M
125,986
+1%
减持
MRSH
Marsh & McLennan Companies, Inc.
+$3.0M
105,501
-2%
减持
IQV
Iqvia Holdings Inc
-$2.9M
134,154
-1%
减持
ADBE
Adobe Inc.
-$2.7M
41,154
-1%
减持
ROK
Rockwell Automation, Inc.
-$2.7M
75,495
-3%
减持
ANSS
ANSYS, Inc.
-$2.5M
93,178
-2%
减持
SPY
SPDR S&P 500 ETF Trust
-$2.5M
49,405
-4%
减持
NKE
NIKE, Inc. Class B
-$2.4M
134,367
-7%
减持
ATR
Aptargroup, Inc.
-$2.4M
166,528
-3%
减持
CVX
Chevron Corporation
+$2.4M
111,309
-1%
减持
CHRW
C.H. Robinson Worldwide, Inc.
-$2.3M
2,247
-91%
减持
ABBV
AbbVie, Inc.
+$2.2M
72,616
-1%
减持
—
iShares iBonds Treasury 2025
-$2.0M
74,200
-54%
减持
GOOGL
Alphabet Inc. Class A
-$1.9M
55,040
-0%
减持
ROP
Roper Technologies, Inc.
+$1.6M
36,048
-5%
减持
JNJ
Johnson & Johnson
+$1.6M
85,219
-2%
增持
SYK
Stryker Corporation
+$1.5M
64,509
+3%
增持
—
Eaton Corp. PLC
-$1.5M
41,601
+8%
建仓
IBTM
iShares iBonds Treasury 2032
+$1.5M
64,193
减持
ABT
Abbott Laboratories
+$1.4M
85,114
-2%
减持
CMCSA
Comcast Corporation Class A
-$1.4M
36,043
-51%
增持
ADP
Automatic Data Processing, Inc.
+$1.4M
72,128
+2%
减持
ECL
Ecolab Inc.
+$1.4M
96,681
-2%
增持
XYL
Xylem Inc.
+$1.3M
86,887
+11%
减持
DIS
Walt Disney Company
-$1.3M
79,824
-3%
减持
HUBB
Hubbell Incorporated Class B
-$1.2M
10,693
-6%
减持
NVO
Novo Nordisk A/S Sponsored ADR Class B
-$1.2M
37,848
-16%
减持
MKC
McCormick & Company, Inc.
+$1.1M
197,604
-1%
增持
META
Meta Platforms
+$1.1M
3,928
+91%
建仓
FSLR
First Solar, Inc.
+$1.0M
8,125
减持
TMO
Thermo Fisher Scientific Inc.
-$996.0K
39,999
-0%
增持
IBTI
iShares iBonds Treasury 2028
+$994.0K
132,495
+49%
增持
ZTS
Zoetis, Inc. Class A
+$992.0K
33,263
+21%
增持
VTIP
Vanguard Short-Term Inflation-Protected ETF
+$953.0K
227,845
+6%
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$894.0K
60,823
+27%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$891.0K
12,937
-5%
减持
IVV
iShares Core S&P 500 ETF
-$816.0K
6,570
-14%
增持
DHR
Danaher Corporation
-$804.0K
37,466
+1%
减持
LOW
Lowe's Companies, Inc.
-$770.0K
20,680
-9%
增持
IDXX
IDEXX Laboratories, Inc.
+$715.0K
28,658
+5%
增持
—
Exxon Mobil Corporation
+$668.0K
33,687
+9%
减持
IJR
iShares Core S&P Small Cap ETF
-$665.0K
59,411
-0%
减持
HD
Home Depot, Inc.
-$656.0K
20,803
-2%
增持
VCRB
Vanguard Core Bond ETF
+$654.0K
30,143
+36%
增持
RTX
RTX Corporation
+$646.0K
12,913
+40%
减持
IWR
iShares Russell Midcap ETF
-$603.0K
16,570
-27%
减持
WELL
Welltower, Inc.
+$601.0K
25,832
-3%
减持
HON
Honeywell International Inc.
-$598.0K
3,585
-40%
建仓
INOD
Innodata Inc Com New
+$589.0K
16,400
增持
TJX
TJX Companies Inc
+$565.0K
49,831
+9%
减持
FDX
FedEx Corporation
-$563.0K
7,229
-13%
减持
MCD
McDonald's Corporation
+$559.0K
26,464
-0%
减持
LECO
Lincoln Electric Holdings, Inc.
-$556.0K
35,064
-9%
增持
PM
Philip Morris International Inc.
+$541.0K
10,984
+10%
增持
WM
Waste Management, Inc.
+$536.0K
17,662
+0%
减持
NEE
NextEra Energy, Inc.
-$528.0K
277,635
-2%
减持
QQQ
Invesco QQQ Trust
-$526.0K
8,685
-3%
减持
MRK
Merck & Co., Inc.
-$514.0K
50,485
-0%
减持
SPGI
S&P Global, Inc.
+$496.0K
52,714
-0%
增持
PANW
Palo Alto Networks, Inc.
-$458.0K
106,661
+4%
增持
PEP
PepsiCo, Inc.
+$453.0K
63,927
+6%
增持
AWK
American Water Works Co Inc
+$449.0K
9,009
+27%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$439.0K
74,913
-11%
建仓
CARR
Carrier Global Corp.
+$431.0K
6,800
增持
UNH
UnitedHealth Group Incorporated
+$431.0K
5,805
+13%
减持
KO
Coca-Cola Company
+$395.0K
45,997
-1%
减持
PH
Parker-Hannifin Corporation
-$386.0K
11,260
-1%
减持
NEOG
Neogen Corporation
-$384.0K
80,211
-10%
增持
BSX
Boston Scientific Corporation
+$383.0K
11,499
+32%
增持
AZO
Autozone Inc
+$372.0K
168
+100%
清仓
ILMN
Illumina, Inc.
-$371.0K
0
-100%
增持
VGSH
Vanguard Short-Term Treasury ETF
+$367.0K
70,283
+9%
增持
—
Trane Technologies plc
-$366.0K
11,347
+0%
减持
AMGN
Amgen Inc.
+$364.0K
8,056
-2%
建仓
OTIS
Otis Worldwide Corporation
+$357.0K
3,462
增持
IBTH
iShares iBonds Treasury 2027
+$353.0K
194,215
+8%
增持
SHV
iShares Short Treasury Bond Fund
+$351.0K
11,825
+36%
增持
CLX
Clorox Company
-$334.0K
22,270
+0%
增持
—
Accenture Plc Class A
+$331.0K
4,580
+47%
增持
ORCL
Oracle Corporation
-$318.0K
14,417
+3%
建仓
WCN
Waste Connections, Inc.
+$313.0K
1,605
增持
VO
Vanguard Mid-Cap ETF
+$307.0K
7,962
+20%
减持
UNP
Union Pacific Corporation
+$303.0K
126,903
-2%
增持
TGT
Target Corporation
-$303.0K
14,552
+8%
增持
VTI
Vanguard Total Stock Market ETF
-$300.0K
23,113
+1%
增持
AMAT
Applied Materials, Inc.
+$299.0K
7,096
+58%
增持
VXF
Vanguard Extended Market ETF
-$295.0K
62,223
+7%
建仓
BRO
Brown & Brown Inc
+$292.0K
2,350
减持
EOG
EOG Resources, Inc.
+$288.0K
74,197
-1%
清仓
TTD
Trade Desk, Inc. Class A
-$282.0K
0
-100%
增持
DE
Deere & Company
+$278.0K
1,653
+41%
减持
COST
Costco Wholesale Corporation
+$276.0K
12,389
-1%
减持
ADI
Analog Devices, Inc.
-$272.0K
22,145
-1%
建仓
KEYS
Keysight Technologies
+$268.0K
1,790
建仓
ROST
Ross Stores, Inc.
+$267.0K
2,091
增持
FISV
Fiserv, Inc.
+$264.0K
7,402
+11%
减持
BIV
Vanguard Intermediate-Term Bond ETF
-$264.0K
41,322
-10%
建仓
EGP
Eastgroup PPTYS Inc
+$254.0K
1,440
增持
IBTG
iShares iBonds Treasury 2026
+$249.0K
200,888
+5%
建仓
PGR
Progressive Corporation
+$247.0K
872
建仓
ORLY
O'Reilly Automotive, Inc.
+$232.0K
162
增持
BMY
Bristol-Myers Squibb Company
+$230.0K
27,119
+8%
增持
SNPS
Synopsys, Inc.
-$230.0K
4,449
+1%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$229.0K
47,769
+4%
减持
VV
Vanguard Large-Cap ETF
-$229.0K
10,350
-3%
清仓
—
Globalstar, Inc.
-$228.0K
0
-100%
减持
VZ
Verizon Communications Inc.
-$226.0K
55,901
-19%
减持
BSV
Vanguard Short-Term Bond ETF
-$224.0K
70,668
-5%
清仓
MRNA
Moderna, Inc.
-$223.0K
0
-100%
减持
PLTR
Palantir Technologies Inc
+$223.0K
34,000
-3%
减持
MDLZ
Mondelez International, Inc. Class A
+$223.0K
30,040
-1%
清仓
UPS
United Parcel Service, Inc. Class B
-$218.0K
0
-100%
清仓
—
Janus Henderson Group PLC
-$213.0K
0
-100%
建仓
—
Unilever PLC Sponsored ADR
+$209.0K
3,511
清仓
STZ
Constellation Brands, Inc. Class A
-$204.0K
0
-100%
减持
BND
Vanguard Total Bond Market ETF
-$200.0K
4,490
-39%
增持
IVW
iShares S&P 500 Growth ETF
-$195.0K
27,399
+2%
增持
IJH
iShares Core S&P Mid-Cap ETF
-$193.0K
54,584
+1%
减持
—
Medtronic PLC
+$191.0K
26,395
-3%
增持
VCSH
Vanguard Short-Term Corporate Bond ETF
+$188.0K
87,998
+2%
减持
PG
Procter & Gamble Company
-$182.0K
62,233
-3%
减持
TFLO
iShares Treasury Floating Rate Bond ETF
-$182.0K
37,506
-9%
减持
IJJ
iShares S&P Mid-Cap 400 Value ETF
-$180.0K
4,536
-22%
增持
INTU
Intuit Inc.
+$180.0K
1,671
+24%
增持
AXP
American Express Company
+$168.0K
13,200
+16%
增持
MO
Altria Group Inc
+$159.0K
13,779
+8%
增持
VXUS
Vanguard Total International Stock ETF
+$157.0K
31,162
+3%
减持
EMR
Emerson Electric Co.
-$151.0K
8,769
-2%
增持
CL
Colgate-Palmolive Company
+$150.0K
7,960
+21%
减持
JPM
JPMorgan Chase & Co.
+$148.0K
46,937
-1%
减持
AFL
Aflac Incorporated
+$145.0K
21,206
-1%
减持
DEO
Diageo PLC Sponsored ADR
-$144.0K
4,750
-6%
减持
TSM
Taiwan Semiconductor MFG.
-$137.0K
3,760
-2%
增持
IBTK
iShares iBonds Treasury 2030
+$136.0K
79,983
+7%
增持
IWM
iShares Russell 2000 ETF
-$135.0K
6,373
+0%
增持
IBTL
iShares iBonds Treasury 2031
+$130.0K
76,758
+6%
增持
VRP
Invesco Variable Rate Preferred ETF
+$128.0K
233,293
+2%
