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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 28
增持 46
减持 64
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
SNPS
Synopsys, Inc.
-$13.8M
7,253
-79%
减持
GOOG
Alphabet Inc. Class C
+$12.9M
202,884
-3%
减持
ADBE
Adobe Inc.
-$6.8M
18,885
-50%
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
LLY
Eli Lilly and Company
+$5.9M
18,941
+0%
减持
MSFT
Microsoft Corporation
-$5.6M
137,970
-1%
清仓
ZTS
Zoetis, Inc. Class A
-$5.1M
0
-100%
减持
MKC
McCormick & Company, Inc.
-$4.3M
142,150
-32%
减持
IQV
Iqvia Holdings Inc
+$4.3M
120,218
-0%
减持
APD
Air Products and Chemicals, Inc.
-$4.2M
72,926
-11%
减持
GOOGL
Alphabet Inc. Class A
+$4.1M
59,473
-0%
减持
MRSH
Marsh
-$3.8M
98,027
-10%
减持
TMO
Thermo Fisher Scientific Inc.
+$3.4M
40,109
-2%
增持
AMZN
Amazon.com, Inc.
+$3.3M
258,650
+1%
增持
VOO
Vanguard S&P 500 ETF
+$3.1M
61,006
+6%
减持
ZBRA
Zebra Technologies Corporation Class A
-$2.9M
51,984
-0%
减持
AAPL
Apple Inc.
+$2.8M
286,427
-3%
减持
ADP
Automatic Data Processing, Inc.
-$2.8M
73,645
-0%
减持
ROP
Roper Technologies, Inc.
-$2.6M
40,221
-2%
增持
CRM
Salesforce, Inc.
+$2.6M
89,437
+0%
增持
SPGI
S&P Global, Inc.
+$2.4M
55,702
+1%
减持
—
Eaton Corp. PLC
-$2.3M
41,446
-0%
减持
AMT
American Tower Corporation
-$2.3M
122,175
-1%
减持
ATR
Aptargroup, Inc.
-$2.1M
157,619
-1%
减持
ROK
Rockwell Automation, Inc.
+$2.0M
71,984
-3%
增持
SPY
SPDR S&P 500 ETF Trust
+$1.9M
50,693
+3%
增持
META
Meta Platforms
+$1.9M
17,411
+33%
增持
BSX
Boston Scientific Corporation
+$1.7M
29,624
+152%
增持
CAT
Caterpillar Inc.
+$1.7M
5,983
+61%
建仓
SNDK
Sandisk Corp Com
+$1.6M
6,733
增持
BRK/A
Berkshire Hathaway Inc. Class A
+$1.5M
5
+67%
增持
NOW
ServiceNow, Inc.
-$1.5M
146,977
+463%
增持
PANW
Palo Alto Networks, Inc.
-$1.4M
123,489
+4%
减持
FISV
Fiserv, Inc.
-$1.4M
5,172
-61%
增持
V
Visa Inc. Class A
+$1.4M
138,224
+0%
减持
ABT
Abbott Laboratories
-$1.4M
82,625
-5%
减持
JNJ
Johnson & Johnson
+$1.3M
73,462
-2%
减持
PH
Parker-Hannifin Corporation
+$1.3M
11,259
-1%
减持
ORCL
Oracle Corporation
-$1.3M
14,116
-2%
减持
CLX
Clorox Company
-$1.3M
17,203
-30%
减持
UNP
Union Pacific Corporation
-$1.2M
123,909
-2%
增持
MPWR
Monolithic Power Systems, Inc.
+$1.2M
4,653
+43%
建仓
STT
State Street Corporation
+$1.2M
9,486
减持
XYL
Xylem Inc.
-$1.2M
88,586
-2%
减持
ECL
Ecolab Inc.
-$1.2M
94,129
-0%
建仓
VCRM
Vanguard Core Tax-Ex Bond
+$1.1M
14,829
增持
MOAT
VanEck Morningstar Wide Moat ETF
+$1.1M
66,197
+14%
减持
ABBV
AbbVie, Inc.
-$1.1M
71,223
-5%
增持
MRK
Merck & Co., Inc.
+$1.0M
46,424
+1%
减持
DHR
Danaher Corporation
+$1.0M
39,323
-2%
减持
NKE
NIKE, Inc. Class B
-$1.0M
127,177
-3%
增持
HD
Home Depot, Inc.
-$996.0K
21,165
+4%
减持
NEE
NextEra Energy, Inc.
+$845.0K
271,281
-2%
增持
IBTI
iShares iBonds Treasury 2028
+$833.0K
251,654
+17%
增持
GLW
Corning Inc
+$825.0K
32,555
+31%
增持
BRK/B
Berkshire Hathaway Inc. Class B
+$792.0K
60,552
+3%
减持
CVX
Chevron Corporation
-$762.0K
109,989
-3%
减持
VZ
Verizon Communications Inc.
-$721.0K
41,260
-25%
增持
TJX
TJX Companies Inc
+$719.0K
55,761
+3%
清仓
—
Kellanova
-$692.0K
0
-100%
减持
RPM
RPM International Inc.
-$669.0K
27,535
-8%
减持
PG
Procter & Gamble Company
-$662.0K
60,013
-0%
清仓
—
iShares iBonds Treasury 2025
-$659.0K
0
-100%
建仓
—
Churchill Capital Corp X
+$655.0K
42,000
增持
VCRB
Vanguard Core Bond ETF
+$648.0K
71,637
+14%
减持
—
ASML Holding NV ADR
+$645.0K
7,771
-2%
增持
MCD
McDonald's Corporation
+$639.0K
28,225
+7%
增持
NFLX
Netflix Inc
-$636.0K
69,357
+1065%
减持
IDXX
IDEXX Laboratories, Inc.
+$633.0K
27,055
-2%
增持
VIG
Vanguard Dividend Appreciation ETF
+$630.0K
57,233
+3%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$610.0K
11,555
-9%
清仓
WEC
WEC Energy Group Inc
-$596.0K
0
-100%
增持
SHOP
Shopify, Inc. Class A
+$596.0K
6,359
+121%
增持
ADI
Analog Devices, Inc.
+$586.0K
21,763
+1%
增持
NVDA
NVIDIA Corporation
+$576.0K
144,130
+2%
建仓
FTPA
Franklin Pennsylvania Municipal Income ETF
+$565.0K
65,516
减持
SHW
Sherwin-Williams Company
-$562.0K
23,726
-0%
增持
VTIP
Vanguard Short-Term Inflation-Protected ETF
+$560.0K
283,269
+7%
建仓
MAR
Marriott International, Inc. Class A
+$552.0K
1,778
建仓
GEV
GE Vernova Inc
+$537.0K
821
增持
IBTH
iShares iBonds Treasury 2027
+$512.0K
259,199
+10%
减持
EOG
EOG Resources, Inc.
-$507.0K
70,736
-0%
减持
—
Hologic, Inc.
-$507.0K
10,410
-45%
增持
TSM
Taiwan Semiconductor MFG.
+$499.0K
11,627
+7%
减持
MDLZ
Mondelez International, Inc. Class A
-$485.0K
27,611
-12%
减持
WELL
Welltower, Inc.
-$476.0K
22,043
-14%
增持
VTI
Vanguard Total Stock Market ETF
+$474.0K
32,342
+2%
增持
—
Accenture Plc Class A
+$470.0K
5,887
+31%
增持
VXF
Vanguard Extended Market ETF
+$459.0K
66,251
+4%
减持
VUSB
Vanguard Ultra-Short Bond ETF
-$442.0K
33,745
-21%
建仓
BAC
Bank Of America Corp
+$441.0K
8,021
减持
IBTG
iShares iBonds Treasury 2026
-$431.0K
220,514
-8%
增持
VSDM
Vanguard Short Duration Tax Exempt Bond ETF
+$423.0K
14,989
+59%
减持
AXP
American Express Company
+$423.0K
12,910
-1%
建仓
TLT
iShares 20 Year Treasury Bond ETF
+$420.0K
4,820
减持
AMGN
Amgen Inc.
+$411.0K
9,167
-0%
增持
BMY
Bristol-Myers Squibb Company
+$397.0K
30,062
+11%
减持
AMAT
Applied Materials, Inc.
+$387.0K
8,132
-2%
建仓
DG
Dollar General Corporation
+$382.0K
2,877
建仓
VFC
V F Corp
+$362.0K
20,000
减持
—
TE Connectivity PLC
-$361.0K
36,088
-8%
增持
IBTJ
iShares iBonds Treasury 2029
+$358.0K
126,211
+15%
减持
GIS
General Mills, Inc.
-$341.0K
63,666
-3%
清仓
DUOL
Duolingo, Inc. Class A
-$330.0K
0
-100%
增持
VGSH
Vanguard Short-Term Treasury ETF
+$323.0K
70,832
+9%
增持
CRWD
CrowdStrike Holdings, Inc. Class A
+$321.0K
3,256
+33%
建仓
PLD
Prologis, Inc.
+$317.0K
2,482
减持
ITW
Illinois Tool Works Inc.
-$309.0K
10,945
-5%
增持
INTU
Intuit Inc.
+$303.0K
2,175
+30%
建仓
VDC
Vanguard Consumer Staples ETF
+$301.0K
1,427
建仓
FTNY
Franklin New York Municipal Income ETF
+$300.0K
38,243
减持
JPST
JPMorgan Ultra-Short Income ETF
-$298.0K
51,904
-10%
增持
RTX
RTX Corporation
+$296.0K
17,857
+0%
减持
WM
Waste Management, Inc.
-$295.0K
17,117
-7%
增持
IBTK
iShares iBonds Treasury 2030
+$292.0K
115,375
+15%
清仓
SPLV
Invesco S&P 500 Low Volatility ETF
-$290.0K
0
-100%
建仓
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
+$289.0K
3,450
减持
NSRGY
Nestle S.A. Sponsored ADR
+$287.0K
51,413
-2%
增持
QQQ
Invesco QQQ Trust
+$271.0K
8,919
+3%
建仓
FTMU
Franklin Municipal Income ETF
+$270.0K
34,576
减持
—
Exxon Mobil Corporation
+$268.0K
35,597
-0%
建仓
AGG
iShares Core U.S. Aggregate Bond ETF
+$261.0K
2,615
减持
TER
Teradyne, Inc.
+$260.0K
5,767
-7%
建仓
BKNG
Booking Holdings Inc
+$257.0K
48
建仓
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
+$250.0K
8,280
清仓
—
Ferrari NV
-$249.0K
0
-100%
清仓
USB
U.S. Bancorp
-$241.0K
0
-100%
建仓
JNK
SPDR Bloomberg Barclays High Yield Bond ETF
+$238.0K
2,445
清仓
D
Dominion Energy Inc
-$236.0K
0
-100%
建仓
BND
Vanguard Total Bond Market ETF
+$233.0K
3,147
减持
CMCSA
Comcast Corporation Class A
-$226.0K
29,147
-17%
减持
NVS
Novartis AG Sponsored ADR
-$225.0K
10,035
-21%
建仓
USFD
US Foods Holding Corp
+$221.0K
2,935
增持
AVGO
Broadcom Inc.
+$218.0K
3,342
+17%
减持
IAU
iShares Gold Trust
-$217.0K
8,421
-32%
建仓
FTV
Fortive Corp.
+$216.0K
3,920
清仓
VMC
Vulcan Materials Company
-$215.0K
0
-100%
增持
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
+$212.0K
13,478
+43%
建仓
WTFC
Wintrust Financial Corporation
+$210.0K
1,500
清仓
—
Unilever PLC Sponsored ADR
-$208.0K
0
-100%
清仓
LDOS
Leidos Holdings, Inc.
-$208.0K
0
-100%
减持
WY
Weyerhaeuser Company
-$206.0K
18,966
-28%
减持
LOW
Lowe's Companies, Inc.
-$205.0K
19,625
-0%
增持
IBTL
iShares iBonds Treasury 2031
+$205.0K
105,256
+11%
减持
STWD
Starwood Property Trust, Inc.
-$204.0K
53,005
-11%
建仓
UL
Unilever PLC
+$204.0K
3,120
建仓
QQQX
Nuveen Nasdaq 100 (dynamic Overwrite Fund)
+$204.0K
7,152
建仓
CEG
Constellation Energy
+$202.0K
571
建仓
TOTL
SPDR DoubleLine Total Return Tactical ETF
+$201.0K
5,000
减持
PLTR
Palantir Technologies Inc
-$199.0K
37,730
-0%
减持
IJR
iShares Core S&P Small Cap ETF
-$193.0K
56,056
-4%
