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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 17
增持 60
减持 67
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
ANSS
ANSYS, Inc.
-$32.3M
0
-100%
增持
SNPS
Synopsys, Inc.
+$14.5M
34,892
+551%
减持
AAPL
Apple Inc.
+$13.9M
294,833
-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
GOOG
Alphabet Inc. Class C
+$13.7M
208,261
-0%
增持
LLY
Eli Lilly and Company
+$7.4M
18,924
+109%
增持
NVDA
NVIDIA Corporation
+$6.2M
140,985
+11%
增持
META
Meta Platforms
+$6.0M
13,055
+170%
减持
TER
Teradyne, Inc.
-$4.4M
6,217
-89%
减持
ATR
Aptargroup, Inc.
-$4.2M
159,285
-2%
增持
GOOGL
Alphabet Inc. Class A
+$4.1M
59,700
+1%
减持
AMT
American Tower Corporation
-$4.1M
123,305
-2%
增持
ABBV
AbbVie, Inc.
+$4.0M
75,095
+4%
减持
CRM
Salesforce, Inc.
-$3.4M
89,171
-1%
减持
IQV
Iqvia Holdings Inc
+$3.3M
120,228
-3%
减持
TMO
Thermo Fisher Scientific Inc.
+$3.2M
40,984
-0%
增持
VOO
Vanguard S&P 500 ETF
+$2.8M
57,429
+1%
减持
IDXX
IDEXX Laboratories, Inc.
+$2.7M
27,667
-1%
减持
MSFT
Microsoft Corporation
+$2.6M
139,568
-0%
增持
NOW
ServiceNow, Inc.
-$2.5M
26,099
+1%
减持
SPY
SPDR S&P 500 ETF Trust
+$2.3M
48,992
-0%
增持
PLTR
Palantir Technologies Inc
+$2.3M
37,855
+11%
减持
V
Visa Inc. Class A
-$2.1M
137,973
-1%
减持
ADBE
Adobe Inc.
-$2.1M
37,960
-5%
减持
JNJ
Johnson & Johnson
+$2.1M
74,931
-3%
减持
SYK
Stryker Corporation
-$1.7M
66,385
-0%
增持
XYL
Xylem Inc.
+$1.6M
90,088
+0%
减持
NEE
NextEra Energy, Inc.
+$1.6M
277,254
-0%
增持
PANW
Palo Alto Networks, Inc.
+$1.6M
118,659
+7%
增持
TJX
TJX Companies Inc
+$1.5M
54,289
+6%
增持
—
ASML Holding NV ADR
+$1.4M
7,923
+1%
减持
APD
Air Products and Chemicals, Inc.
-$1.3M
81,551
-2%
增持
SPGI
S&P Global, Inc.
-$1.3M
54,967
+3%
减持
CVX
Chevron Corporation
+$1.2M
112,854
-1%
增持
MPWR
Monolithic Power Systems, Inc.
+$1.1M
3,247
+29%
减持
JPM
JPMorgan Chase & Co.
+$1.1M
45,962
-1%
增持
MRSH
Marsh & McLennan Companies, Inc.
-$1.1M
108,928
+3%
增持
VTI
Vanguard Total Stock Market ETF
+$1.0M
31,597
+3%
增持
ADP
Automatic Data Processing, Inc.
-$1.0M
73,920
+0%
增持
—
Flextronics Int'l LTD
+$1.0M
26,279
+157%
减持
BRK/B
Berkshire Hathaway Inc. Class B
+$964.0K
58,964
-0%
增持
MKC
McCormick & Company, Inc.
-$936.0K
209,383
+6%
减持
LECO
Lincoln Electric Holdings, Inc.
+$920.0K
34,477
-1%
减持
ORCL
Oracle Corporation
+$855.0K
14,335
-1%
减持
EOG
EOG Resources, Inc.
-$847.0K
70,769
-4%
增持
VTIP
Vanguard Short-Term Inflation-Protected ETF
+$840.0K
265,645
+6%
减持
COST
Costco Wholesale Corporation
-$835.0K
12,659
-0%
减持
ROK
Rockwell Automation, Inc.
+$796.0K
74,548
-2%
减持
HD
Home Depot, Inc.
+$776.0K
20,431
-0%
增持
IBTI
iShares iBonds Treasury 2028
+$767.0K
214,224
+19%
增持
VIG
Vanguard Dividend Appreciation ETF
+$766.0K
55,375
+1%
减持
UNP
Union Pacific Corporation
+$756.0K
126,509
-0%
减持
VXF
Vanguard Extended Market ETF
+$750.0K
63,985
-2%
增持
PH
Parker-Hannifin Corporation
+$736.0K
11,334
+1%
建仓
VSDM
Vanguard Short Duration Tax Exempt Bond ETF
+$723.0K
9,426
减持
GLW
Corning Inc
+$721.0K
24,832
-0%
增持
RTX
RTX Corporation
+$715.0K
17,803
+15%
增持
DIS
Walt Disney Company
-$709.0K
79,201
+0%
增持
TSM
Taiwan Semiconductor MFG.
+$671.0K
10,865
+4%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$647.0K
52,232
-5%
增持
VCRB
Vanguard Core Bond ETF
+$623.0K
62,906
+13%
减持
ZBRA
Zebra Technologies Corporation Class A
-$619.0K
52,116
-0%
减持
WELL
Welltower, Inc.
+$611.0K
25,659
-0%
增持
PEP
PepsiCo, Inc.
+$604.0K
65,440
+1%
减持
—
Eaton Corp. PLC
+$581.0K
41,455
-1%
建仓
HELO
JP Morgan ETF Trust (hedged Equity Laddered Overlay Etf)
+$548.0K
8,430
增持
CAT
Caterpillar Inc.
+$513.0K
3,714
+14%
减持
LOW
Lowe's Companies, Inc.
+$506.0K
19,650
-2%
减持
—
iShares iBonds Treasury 2025
-$488.0K
28,188
-43%
减持
IJR
iShares Core S&P Small Cap ETF
+$479.0K
58,317
-1%
减持
PG
Procter & Gamble Company
-$442.0K
60,279
-1%
增持
VGUS
Vanguard Instl Index (FD Ultra-Short Trea)
+$437.0K
25,304
+29%
增持
ROP
Roper Technologies, Inc.
+$414.0K
41,149
+16%
减持
QQQ
Invesco QQQ Trust
+$413.0K
8,674
-0%
减持
—
Accenture Plc Class A
-$403.0K
4,499
-11%
增持
AWK
American Water Works Co Inc
+$391.0K
13,617
+26%
减持
APH
Amphenol Corporation
+$370.0K
16,600
-3%
建仓
NXT
Nextracker Inc Class
+$368.0K
4,969
增持
CLX
Clorox Company
+$356.0K
24,463
+10%
增持
TFLO
iShares Treasury Floating Rate Bond ETF
+$352.0K
45,309
+18%
增持
VO
Vanguard Mid-Cap ETF
+$346.0K
9,757
+8%
建仓
CPK
Chesapeake Utilities
+$343.0K
2,550
增持
—
Exxon Mobil Corporation
+$338.0K
35,622
+4%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$335.0K
57,639
-10%
增持
IBTH
iShares iBonds Treasury 2027
+$322.0K
235,875
+6%
增持
IVV
iShares Core S&P 500 ETF
+$321.0K
6,609
+0%
建仓
USMV
iShares TR MSCI USA (min Vol)
+$319.0K
3,350
增持
MCD
McDonald's Corporation
+$318.0K
26,283
+0%
增持
UNH
UnitedHealth Group Incorporated
+$312.0K
6,475
+5%
建仓
NJR
New Jersey Res Corp
+$299.0K
6,216
减持
PM
Philip Morris International Inc.
-$299.0K
10,374
-5%
清仓
KVUE
Kenvue Inc Com
-$294.0K
0
-100%
增持
ADI
Analog Devices, Inc.
+$292.0K
21,638
+3%
建仓
ICE
Intercontinental Exchange, Inc.
+$287.0K
1,705
增持
IBTG
iShares iBonds Treasury 2026
+$284.0K
238,581
+5%
减持
TYL
Tyler Technologies, Inc.
-$282.0K
3,829
-1%
减持
KO
Coca-Cola Company
-$270.0K
44,489
-2%
建仓
INTC
Intel Corporation
+$266.0K
7,915
减持
MDY
SPDR S&P Midcap 400 ETF Trust
+$262.0K
12,720
-2%
建仓
UBER
Uber Technologies, Inc.
+$260.0K
2,651
建仓
STIP
iShares 0-5 Year TIPS Bond ETF
+$254.0K
2,459
减持
MOAT
VanEck Morningstar Wide Moat ETF
+$246.0K
57,979
-1%
减持
BSV
Vanguard Short-Term Bond ETF
-$246.0K
60,488
-5%
增持
—
Medtronic PLC
+$244.0K
28,471
+1%
建仓
GSAT
Globalstar Inc
+$243.0K
6,666
增持
NFLX
Netflix Inc
-$238.0K
5,954
+8%
建仓
—
Seagate Technology Holdings
+$236.0K
1,000
增持
TRMB
Trimble Inc.
+$235.0K
6,675
+64%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$233.0K
51,135
+3%
清仓
PYPL
Paypal Holdings Inc
-$231.0K
0
-100%
减持
CHD
Church & Dwight Co., Inc.
-$226.0K
6,152
-23%
建仓
—
Janus Henderson Group PLC
+$223.0K
5,000
增持
VUSB
Vanguard Ultra-Short Bond ETF
+$223.0K
42,494
+11%
增持
ZTS
Zoetis, Inc. Class A
-$219.0K
35,181
+2%
清仓
BND
Vanguard Total Bond Market ETF
-$219.0K
0
-100%
建仓
VMC
Vulcan Materials Company
+$215.0K
700
建仓
LDOS
Leidos Holdings, Inc.
+$208.0K
1,100
增持
ABT
Abbott Laboratories
+$207.0K
87,389
+3%
清仓
CHRW
C.H. Robinson Worldwide, Inc.
-$205.0K
0
-100%
建仓
XLE
Energy Select Sector SPDR Fund
+$204.0K
2,282
建仓
AME
AMETEK, Inc.
+$204.0K
1,085
清仓
FTV
Fortive Corp.
-$201.0K
0
-100%
增持
IJH
iShares Core S&P Mid-Cap ETF
+$192.0K
53,960
+1%
减持
CMCSA
Comcast Corporation Class A
-$187.0K
34,926
-3%
增持
HIG
Hartford Financial
+$186.0K
3,233
+67%
减持
IYW
iShares U.S. Technology ETF
+$180.0K
9,500
-2%
减持
RPM
RPM International Inc.
+$172.0K
29,985
-2%
增持
CP
Canadian Pacific Kansas City
+$168.0K
5,003
+93%
减持
AXP
American Express Company
+$165.0K
13,105
-0%
减持
AMZN
Amazon.com, Inc.
-$159.0K
256,718
-0%
增持
GE
GE Aerospace
+$159.0K
1,330
+42%
减持
IBM
International Business Machines Corporation
-$152.0K
3,630
-9%
增持
NKE
NIKE, Inc. Class B
-$146.0K
130,763
+0%
减持
AMAT
Applied Materials, Inc.
+$144.0K
8,316
-2%
减持
BIV
Vanguard Intermediate-Term Bond ETF
-$142.0K
26,568
-7%
减持
VXUS
Vanguard Total International Stock ETF
+$138.0K
31,715
-0%
减持
ECL
Ecolab Inc.
-$127.0K
94,546
-2%
减持
MRK
Merck & Co., Inc.
-$124.0K
45,788
-9%
增持
ORLY
O'Reilly Automotive, Inc.
+$123.0K
6,555
+1%
减持
AVGO
Broadcom Inc.
+$120.0K
2,847
-4%
增持
KMB
Kimberly-Clark Corporation
+$116.0K
6,196
+22%
减持
GATX
GATX Corporation
+$115.0K
6,588
-2%
增持
WMT
Walmart Inc.
+$114.0K
20,062
+0%
减持
GIS
General Mills, Inc.
-$103.0K
65,466
-0%
减持
DE
Deere & Company
-$102.0K
1,508
-3%
减持
VEU
Vanguard FTSE All-World ex-US ETF
+$99.0K
28,976
-1%
增持
BSX
Boston Scientific Corporation
-$96.0K
11,760
+2%
增持
MDLZ
Mondelez International, Inc. Class A
-$86.0K
31,555
+3%
减持
AEM
Agnico Eagle Mines LTD
+$81.0K
2,344
-11%
减持
VV
Vanguard Large-Cap ETF
-$78.0K
9,340
-10%
减持
PFE
Pfizer Inc.
+$75.0K
66,375
-0%
