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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 16
增持 62
减持 61
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft Corporation
+$17.7M
140,080
+1%
增持
AMZN
Amazon.com, Inc.
+$9.4M
257,642
+4%
增持
NVDA
NVIDIA Corporation
+$6.5M
127,247
+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。
增持
NOW
ServiceNow, Inc.
+$6.3M
25,847
+2%
增持
ROK
Rockwell Automation, Inc.
+$5.8M
76,047
+1%
增持
AAPL
Apple Inc.
-$5.0M
297,988
+0%
增持
GOOG
Alphabet Inc. Class C
+$4.5M
208,931
+0%
增持
PANW
Palo Alto Networks, Inc.
+$4.4M
110,509
+4%
增持
VOO
Vanguard S&P 500 ETF
+$4.2M
57,065
+4%
减持
IQV
Iqvia Holdings Inc
-$4.1M
124,007
-8%
增持
—
Eaton Corp. PLC
+$3.6M
41,819
+1%
增持
NFLX
Netflix Inc
+$3.3M
5,509
+26%
增持
TMO
Thermo Fisher Scientific Inc.
-$3.2M
41,181
+3%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$3.0M
59,040
-1%
增持
VTI
Vanguard Total Stock Market ETF
+$3.0M
30,740
+33%
减持
IDXX
IDEXX Laboratories, Inc.
+$2.9M
27,927
-3%
减持
ANSS
ANSYS, Inc.
+$2.8M
92,072
-1%
减持
MRSH
Marsh & McLennan Companies, Inc.
-$2.7M
105,293
-0%
减持
SPY
SPDR S&P 500 ETF Trust
+$2.7M
49,112
-1%
增持
LLY
Eli Lilly and Company
+$2.7M
9,037
+71%
减持
JNJ
Johnson & Johnson
-$2.3M
77,497
-9%
增持
CVX
Chevron Corporation
-$2.3M
114,116
+3%
增持
SYK
Stryker Corporation
+$2.3M
66,391
+3%
增持
VCRB
Vanguard Core Bond ETF
+$2.0M
55,546
+84%
增持
VXF
Vanguard Extended Market ETF
+$1.9M
65,616
+5%
增持
GOOGL
Alphabet Inc. Class A
+$1.9M
59,130
+7%
减持
DIS
Walt Disney Company
+$1.9M
78,863
-1%
减持
JPM
JPMorgan Chase & Co.
+$1.9M
46,211
-2%
减持
ABBV
AbbVie, Inc.
-$1.9M
72,035
-1%
增持
PLTR
Palantir Technologies Inc
+$1.8M
34,105
+0%
增持
TSM
Taiwan Semiconductor MFG.
+$1.7M
10,434
+178%
减持
ECL
Ecolab Inc.
+$1.5M
96,572
-0%
建仓
VGUS
Vanguard Instl Index (FD Ultra-Short Trea)
+$1.5M
19,569
减持
APD
Air Products and Chemicals, Inc.
-$1.5M
83,521
-2%
清仓
—
Seagate Technology Holdings
-$1.4M
0
-100%
增持
—
ASML Holding NV ADR
+$1.4M
7,856
+6%
减持
MKC
McCormick & Company, Inc.
-$1.3M
197,126
-0%
增持
META
Meta Platforms
+$1.3M
4,835
+23%
增持
XYL
Xylem Inc.
+$1.3M
90,084
+4%
增持
SPGI
S&P Global, Inc.
+$1.3M
53,181
+1%
增持
VTIP
Vanguard Short-Term Inflation-Protected ETF
+$1.2M
250,836
+10%
增持
ORCL
Oracle Corporation
+$1.2M
14,532
+1%
减持
ROP
Roper Technologies, Inc.
-$1.1M
35,473
-2%
减持
—
Trane Technologies plc
+$1.1M
11,296
-0%
增持
UNH
UnitedHealth Group Incorporated
-$1.1M
6,168
+6%
增持
V
Visa Inc. Class A
+$1.1M
138,680
+1%
增持
IBTI
iShares iBonds Treasury 2028
+$1.1M
180,163
+36%
减持
—
TE Connectivity PLC
+$1.0M
39,058
-1%
减持
PH
Parker-Hannifin Corporation
+$1.0M
11,249
-0%
增持
PEP
PepsiCo, Inc.
-$999.0K
65,023
+2%
减持
BIV
Vanguard Intermediate-Term Bond ETF
-$947.0K
28,663
-31%
减持
PG
Procter & Gamble Company
-$902.0K
60,907
-2%
增持
VIG
Vanguard Dividend Appreciation ETF
+$894.0K
54,638
+3%
建仓
ROOT
Root Inc
+$879.0K
6,869
增持
SNPS
Synopsys, Inc.
+$838.0K
5,357
+20%
增持
COST
Costco Wholesale Corporation
+$836.0K
12,681
+2%
减持
UNP
Union Pacific Corporation
-$833.0K
126,670
-0%
减持
ATR
Aptargroup, Inc.
+$810.0K
163,138
-2%
减持
HUBB
Hubbell Incorporated Class B
+$798.0K
10,618
-1%
减持
NKE
NIKE, Inc. Class B
+$734.0K
130,387
-3%
减持
EOG
EOG Resources, Inc.
-$733.0K
73,415
-1%
增持
QQQ
Invesco QQQ Trust
+$722.0K
8,693
+0%
增持
ADP
Automatic Data Processing, Inc.
+$679.0K
73,665
+2%
增持
FISV
Fiserv, Inc.
+$674.0K
13,392
+81%
减持
AXP
American Express Company
+$637.0K
13,130
-1%
增持
IBTH
iShares iBonds Treasury 2027
+$636.0K
221,879
+14%
增持
—
Linde PLC
+$622.0K
2,173
+154%
减持
CLX
Clorox Company
-$619.0K
22,156
-1%
减持
GIS
General Mills, Inc.
-$605.0K
65,701
-2%
减持
MCD
McDonald's Corporation
-$598.0K
26,250
-1%
减持
—
iShares iBonds Treasury 2025
-$587.0K
49,109
-34%
增持
IBTG
iShares iBonds Treasury 2026
+$583.0K
226,379
+13%
减持
LECO
Lincoln Electric Holdings, Inc.
+$577.0K
34,775
-1%
减持
MRK
Merck & Co., Inc.
-$565.0K
50,120
-1%
增持
IBTJ
iShares iBonds Treasury 2029
+$559.0K
107,789
+30%
减持
ADI
Analog Devices, Inc.
+$558.0K
21,109
-5%
增持
RTX
RTX Corporation
+$554.0K
15,503
+20%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$534.0K
64,313
-14%
增持
AMAT
Applied Materials, Inc.
+$529.0K
8,516
+20%
建仓
—
Chubb Limited
+$528.0K
1,822
减持
APH
Amphenol Corporation
+$525.0K
17,058
-3%
减持
FDX
FedEx Corporation
-$523.0K
5,451
-25%
减持
BSV
Vanguard Short-Term Bond ETF
-$513.0K
63,773
-10%
减持
TER
Teradyne, Inc.
-$511.0K
58,979
-16%
增持
FSLR
First Solar, Inc.
+$479.0K
9,100
+12%
增持
VO
Vanguard Mid-Cap ETF
+$461.0K
9,006
+13%
减持
NEOG
Neogen Corporation
-$457.0K
49,710
-38%
增持
JMST
JPMorgan Ultra-Short Municipal Income ETF
+$428.0K
16,509
+103%
增持
CRWD
CrowdStrike Holdings, Inc. Class A
+$423.0K
2,457
+5%
增持
AVGO
Broadcom Inc.
+$417.0K
2,972
+24%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
+$417.0K
12,920
-0%
增持
IVV
iShares Core S&P 500 ETF
+$411.0K
6,607
+1%
减持
SHV
iShares Short Treasury Bond Fund
-$410.0K
8,116
-31%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$403.0K
49,662
+4%
增持
IBTK
iShares iBonds Treasury 2030
+$403.0K
99,546
+24%
减持
BDX
Becton, Dickinson and Company
-$402.0K
5,177
-8%
减持
BMY
Bristol-Myers Squibb Company
-$399.0K
27,117
-0%
减持
LOW
Lowe's Companies, Inc.
-$391.0K
19,975
-3%
增持
IBTL
iShares iBonds Treasury 2031
+$369.0K
94,104
+23%
建仓
WSO
Watsco Inc
+$369.0K
835
建仓
AJG
Gallagher Arthur J.
+$368.0K
1,150
减持
CRM
Salesforce, Inc.
+$357.0K
89,910
-0%
增持
ORLY
O'Reilly Automotive, Inc.
+$352.0K
6,480
+3900%
清仓
IEI
iShares TR 3 7 YR (treas BD)
-$347.0K
0
-100%
增持
NEE
NextEra Energy, Inc.
-$345.0K
278,481
+0%
清仓
—
Crispr Therapeutics AG
-$332.0K
0
-100%
建仓
SHOP
Shopify, Inc. Class A
+$332.0K
2,880
清仓
MCHP
Microchip Technology Incorporated
-$329.0K
0
-100%
增持
—
Exxon Mobil Corporation
-$328.0K
34,122
+1%
减持
MPWR
Monolithic Power Systems, Inc.
+$320.0K
2,514
-4%
清仓
SWKS
Skyworks Solutions, Inc.
-$314.0K
0
-100%
减持
NSC
Norfolk Southern Corporation
-$312.0K
8,473
-19%
减持
ADBE
Adobe Inc.
-$306.0K
40,008
-3%
增持
VRP
Invesco Variable Rate Preferred ETF
+$300.0K
243,581
+4%
减持
VGSH
Vanguard Short-Term Treasury ETF
-$296.0K
65,137
-7%
减持
INTU
Intuit Inc.
+$287.0K
1,667
-0%
清仓
YUMC
Yum China Holdings, Inc.
-$286.0K
0
-100%
增持
TJX
TJX Companies Inc
+$272.0K
51,348
+3%
增持
DHR
Danaher Corporation
+$272.0K
40,260
+7%
建仓
FERG
Ferguson Enterprises
+$268.0K
1,230
清仓
ROST
Ross Stores, Inc.
-$267.0K
0
-100%
建仓
LHX
L3Harris Technologies Inc
+$267.0K
1,063
减持
AMT
American Tower Corporation
+$263.0K
125,846
-1%
增持
VXUS
Vanguard Total International Stock ETF
+$257.0K
31,729
+2%
清仓
EGP
Eastgroup PPTYS Inc
-$254.0K
0
-100%
减持
SHW
Sherwin-Williams Company
-$253.0K
24,220
-1%
建仓
TRNO
Terreno Realty Corp
+$248.0K
4,415
减持
FANG
Diamondback Energy Inc
-$246.0K
6,000
-10%
建仓
GE
GE Aerospace
+$241.0K
935
减持
PM
Philip Morris International Inc.
+$239.0K
10,884
-1%
减持
IJR
iShares Core S&P Small Cap ETF
+$238.0K
59,023
-1%
清仓
TLH
iShares TR 10-20 YR (TRS Etf)
-$234.0K
0
-100%
建仓
VTES
The Vanguard Short-Term Tax-Exempt Bond ETF
+$227.0K
2,250
减持
VGIT
Vanguard Intermediate-Term Treasury ETF
-$225.0K
5,742
-40%
建仓
LH
Labcorp Holdings Inc
+$223.0K
850
减持
KMB
Kimberly-Clark Corporation
-$220.0K
5,075
-17%
增持
VUG
Vanguard Growth ETF
+$219.0K
1,414
+31%
清仓
XLE
Energy Select Sector SPDR Fund
-$213.0K
0
-100%
增持
CHD
Church & Dwight Co., Inc.
+$208.0K
7,960
+57%
建仓
ACWI
iShares MSCI ACWI ETF
+$206.0K
1,600
建仓
LAMR
Lamar Advertising Co CL A
+$206.0K
1,695
建仓
CP
Canadian Pacific Kansas City
+$205.0K
2,588
减持
ABT
Abbott Laboratories
+$205.0K
84,564
-1%
建仓
SUSA
iShares MSCI USA ESG Select ETF
+$203.0K
1,600
清仓
INTC
Intel Corporation
-$200.0K
0
-100%
增持
VUSB
Vanguard Ultra-Short Bond ETF
+$196.0K
38,127
+11%
减持
RPM
RPM International Inc.
-$194.0K
30,585
-0%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$193.0K
54,799
-2%
减持
EMR
Emerson Electric Co.
+$192.0K
8,644
-1%
减持
WMT
Walmart Inc.
+$188.0K
19,987
-1%
