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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 67
减持 62
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corporation
-$16.0M
136,974
-1%
减持
GOOG
Alphabet Inc. Class C
-$11.5M
181,865
-10%
增持
VOO
Vanguard S&P 500 ETF
+$9.4M
79,715
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。
+31%
减持
V
Visa Inc. Class A
-$8.3M
133,083
-4%
减持
CRM
Salesforce, Inc.
-$8.0M
84,239
-6%
减持
AMZN
Amazon.com, Inc.
-$7.6M
250,179
-3%
减持
NOW
ServiceNow, Inc.
-$7.4M
144,832
-1%
减持
IQV
Iqvia Holdings Inc
-$7.2M
116,617
-3%
减持
SPY
SPDR S&P 500 ETF Trust
-$5.8M
44,183
-13%
增持
AAPL
Apple Inc.
-$5.0M
286,939
+0%
减持
ROP
Roper Technologies, Inc.
-$4.9M
36,675
-9%
减持
ROK
Rockwell Automation, Inc.
-$4.7M
64,894
-10%
减持
CVX
Chevron Corporation
+$4.7M
103,685
-6%
增持
SPGI
S&P Global, Inc.
-$4.7M
57,457
+3%
减持
ADP
Automatic Data Processing, Inc.
-$4.4M
71,514
-3%
减持
IDXX
IDEXX Laboratories, Inc.
-$3.5M
26,344
-3%
增持
TMO
Thermo Fisher Scientific Inc.
-$3.4M
40,308
+0%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$3.3M
56,634
-6%
增持
PH
Parker-Hannifin Corporation
+$3.1M
14,545
+29%
减持
LLY
Eli Lilly and Company
-$3.0M
18,845
-1%
减持
APD
Air Products and Chemicals, Inc.
+$3.0M
72,226
-1%
建仓
—
Spotify Technology
+$2.9M
6,053
减持
NEE
NextEra Energy, Inc.
+$2.8M
265,125
-2%
减持
ADBE
Adobe Inc.
-$2.5M
16,792
-11%
增持
NFLX
Netflix Inc
+$2.5M
93,366
+35%
减持
ZBRA
Zebra Technologies Corporation Class A
-$2.4M
48,827
-6%
增持
MKC
McCormick & Company, Inc.
-$2.2M
147,687
+4%
减持
GOOGL
Alphabet Inc. Class A
-$2.2M
57,134
-4%
减持
IBTG
iShares iBonds Treasury 2026
-$2.2M
126,260
-43%
减持
EOG
EOG Resources, Inc.
+$2.1M
65,564
-7%
减持
ABT
Abbott Laboratories
-$2.0M
81,024
-2%
增持
NVDA
NVIDIA Corporation
+$2.0M
165,659
+15%
增持
—
ASML Holding NV ADR
+$2.0M
7,789
+0%
减持
NKE
NIKE, Inc. Class B
-$1.6M
122,406
-4%
减持
JNJ
Johnson & Johnson
+$1.6M
68,879
-6%
建仓
IBDY
iShares iBonds Treasury 2033
+$1.6M
66,187
减持
DHR
Danaher Corporation
-$1.6M
38,987
-1%
清仓
SNDK
Sandisk Corp Com
-$1.6M
0
-100%
减持
—
Exxon Mobil Corporation
+$1.6M
34,534
-3%
减持
—
Eaton Corp. PLC
+$1.5M
41,157
-1%
增持
GE
GE Aerospace
+$1.5M
7,163
+285%
增持
XYL
Xylem Inc.
-$1.4M
89,099
+1%
增持
VCRB
Vanguard Core Bond ETF
+$1.3M
89,433
+25%
减持
MRSH
Marsh
-$1.3M
97,181
-1%
减持
COST
Costco Wholesale Corporation
+$1.2M
12,948
-4%
清仓
STT
State Street Corporation
-$1.2M
0
-100%
增持
VXF
Vanguard Extended Market ETF
+$1.2M
73,155
+10%
增持
GEV
GE Vernova Inc
+$1.2M
1,958
+138%
增持
VIG
Vanguard Dividend Appreciation ETF
+$1.2M
63,914
+12%
增持
META
Meta Platforms
+$1.1M
22,027
+27%
增持
DIS
Walt Disney Company
-$1.1M
82,363
+4%
减持
LOW
Lowe's Companies, Inc.
-$1.1M
15,457
-21%
减持
UNP
Union Pacific Corporation
+$1.1M
122,497
-1%
减持
QCOM
Qualcomm Inc
-$1.1M
13,774
-17%
增持
ADI
Analog Devices, Inc.
+$1.1M
21,855
+0%
增持
VTIP
Vanguard Short-Term Inflation-Protected ETF
+$1.0M
301,326
+6%
增持
PLD
Prologis, Inc.
+$1.0M
10,022
+304%
建仓
EMXC
iShares MSCI Emerging Markets Ex China ETF
+$1.0M
12,773
增持
VEA
Vanguard FTSE Developed Markets ETF
+$998.0K
65,036
+28%
建仓
ANET
Arista Networks Inc
+$973.0K
7,922
减持
ECL
Ecolab Inc.
-$922.0K
89,427
-5%
增持
BSX
Boston Scientific Corporation
-$888.0K
30,865
+4%
减持
QQQ
Invesco QQQ Trust
-$882.0K
7,965
-11%
增持
PLTR
Palantir Technologies Inc
-$858.0K
39,985
+6%
减持
ORCL
Oracle Corporation
-$828.0K
13,075
-7%
减持
ABBV
AbbVie, Inc.
-$797.0K
71,162
-0%
减持
AMT
American Tower Corporation
-$764.0K
119,861
-2%
增持
VNQ
Vanguard Real Estate ETF
+$760.0K
28,745
+42%
减持
MPWR
Monolithic Power Systems, Inc.
+$751.0K
4,544
-2%
增持
JPM
JPMorgan Chase & Co.
-$751.0K
46,693
+4%
增持
VTI
Vanguard Total Stock Market ETF
+$717.0K
36,033
+11%
增持
AMAT
Applied Materials, Inc.
+$708.0K
8,186
+1%
增持
PANW
Palo Alto Networks, Inc.
-$673.0K
137,689
+11%
增持
AMGN
Amgen Inc.
+$660.0K
10,401
+13%
清仓
—
Churchill Capital Corp X
-$655.0K
0
-100%
建仓
AMP
Ameriprise Financial
+$648.0K
1,458
增持
TSM
Taiwan Semiconductor MFG.
+$638.0K
12,341
+6%
增持
MCD
McDonald's Corporation
+$632.0K
29,788
+6%
建仓
WEC
WEC Energy Group Inc
+$603.0K
5,211
减持
NVO
Novo Nordisk A/S Sponsored ADR Class B
-$601.0K
35,040
-6%
减持
PG
Procter & Gamble Company
-$589.0K
55,462
-8%
减持
SNPS
Synopsys, Inc.
-$589.0K
7,108
-2%
减持
MRK
Merck & Co., Inc.
+$582.0K
45,466
-2%
增持
VGSH
Vanguard Short-Term Treasury ETF
+$579.0K
80,957
+14%
减持
UNH
UnitedHealth Group Incorporated
-$572.0K
5,601
-11%
增持
ITW
Illinois Tool Works Inc.
+$568.0K
12,541
+15%
增持
IBTK
iShares iBonds Treasury 2030
+$519.0K
142,467
+23%
增持
ORLY
O'Reilly Automotive, Inc.
+$498.0K
13,798
+62%
减持
PEP
PepsiCo, Inc.
+$497.0K
61,826
-3%
增持
WM
Waste Management, Inc.
+$496.0K
18,526
+8%
清仓
ROOT
Root Inc
-$496.0K
0
-100%
增持
ACWI
iShares MSCI ACWI ETF
+$490.0K
5,175
+223%
增持
MA
Mastercard Incorporated Class A
+$480.0K
2,700
+77%
减持
GLW
Corning Inc
+$478.0K
24,487
-25%
增持
WELL
Welltower, Inc.
+$474.0K
23,091
+5%
建仓
MPC
Marathon Petroleum
+$468.0K
1,916
增持
IBTJ
iShares iBonds Treasury 2029
+$465.0K
148,083
+17%
减持
TER
Teradyne, Inc.
+$460.0K
5,317
-8%
增持
TYL
Tyler Technologies, Inc.
-$436.0K
4,293
+2%
增持
—
TE Connectivity PLC
-$436.0K
37,193
+3%
增持
VZ
Verizon Communications Inc.
+$414.0K
41,730
+1%
建仓
INFQ
Infleqtion Inc
+$412.0K
42,000
增持
COP
Conocophillips
+$411.0K
9,598
+5%
增持
IAU
iShares Gold Trust
+$411.0K
12,420
+47%
减持
JPST
JPMorgan Ultra-Short Income ETF
-$400.0K
43,945
-15%
增持
INTU
Intuit Inc.
-$390.0K
2,431
+12%
增持
MOAT
VanEck Morningstar Wide Moat ETF
-$361.0K
67,155
+1%
增持
IBTL
iShares iBonds Treasury 2031
+$356.0K
123,346
+17%
增持
AXP
American Express Company
+$347.0K
16,935
+31%
减持
IJR
iShares Core S&P Small Cap ETF
-$339.0K
51,472
-8%
增持
—
Accenture Plc Class A
-$336.0K
6,268
+6%
建仓
EQIX
Equinix, Inc.
+$333.0K
340
减持
ATR
Aptargroup, Inc.
-$324.0K
149,972
-5%
减持
FDX
FedEx Corporation
+$312.0K
4,768
-1%
建仓
XLU
Utilities Select Sector SPDR ETF
+$308.0K
6,705
减持
BIV
Vanguard Intermediate-Term Bond ETF
-$302.0K
22,248
-14%
减持
BSV
Vanguard Short-Term Bond ETF
-$300.0K
59,390
-6%
增持
IBTI
iShares iBonds Treasury 2028
+$299.0K
265,984
+6%
增持
VCSH
Vanguard Short-Term Corporate Bond ETF
+$295.0K
91,179
+5%
减持
SHW
Sherwin-Williams Company
-$294.0K
23,068
-3%
增持
IBTH
iShares iBonds Treasury 2027
+$293.0K
272,733
+5%
增持
MCO
Moody's Corporation
+$291.0K
1,454
+117%
增持
IBM
International Business Machines Corporation
+$284.0K
5,485
+55%
增持
WMT
Walmart Inc.
+$282.0K
20,216
+1%
增持
IVW
iShares S&P 500 Growth ETF
-$275.0K
27,424
+0%
减持
—
Medtronic PLC
-$274.0K
27,251
-1%
建仓
MRNA
Moderna, Inc.
+$270.0K
5,315
减持
LECO
Lincoln Electric Holdings, Inc.
+$267.0K
34,241
-1%
增持
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
+$262.0K
16,228
+30%
清仓
CTSH
Cognizant Technology Solutions Corporation Class A
-$259.0K
0
-100%
增持
BMY
Bristol-Myers Squibb Company
+$257.0K
30,989
+3%
增持
HD
Home Depot, Inc.
-$257.0K
21,362
+1%
建仓
RHHBY
Roche Holding Ltd Sponsored ADR
+$255.0K
5,122
建仓
SLB
Schlumberger NV
+$249.0K
4,845
清仓
SSNC
SS&C Technologies Holdings, Inc.
-$248.0K
0
-100%
减持
BDX
Becton, Dickinson and Company
-$246.0K
3,400
-15%
增持
NVS
Novartis AG Sponsored ADR
+$239.0K
10,627
+6%
增持
SHOP
Shopify, Inc. Class A
-$238.0K
6,623
+4%
减持
KO
Coca-Cola Company
+$234.0K
44,147
-1%
减持
GILD
Gilead Sciences, Inc.
+$229.0K
16,037
-2%
增持
VGUS
Vanguard Instl Index (FD Ultra-Short Trea)
+$228.0K
29,994
+11%
减持
NSRGY
Nestle S.A. Sponsored ADR
-$226.0K
49,060
-5%
增持
VXUS
Vanguard Total International Stock ETF
+$224.0K
34,214
+7%
清仓
AME
AMETEK, Inc.
-$223.0K
0
-100%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$221.0K
14,376
+39%
清仓
LAMR
Lamar Advertising Co CL A
-$215.0K
0
-100%
减持
IVV
iShares Core S&P 500 ETF
-$215.0K
6,537
-0%
增持
CVS
CVS Health Corporation
+$210.0K
6,815
+94%
增持
HELO
JP Morgan ETF Trust (hedged Equity Laddered Overlay Etf)
+$210.0K
14,165
+35%
减持
TGT
Target Corporation
+$208.0K
13,017
-7%
