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BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BOYD WATTERSON ASSET MANAGEMENT LLC/OH
报告期 2026-03-31 · CIK 0001121477
持仓数
390
前50大市值合计
$266.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 23
增持 56
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
LLY
Lilly (Eli) & Co
+$3.3M
14,489
+6%
增持
MSFT
Microsoft Corp
+$2.3M
50,740
+0%
减持
—
Eaton Corp PLC
+$1.7M
24,344
-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
AVGO
Broadcom Inc
+$1.5M
7,735
-1%
增持
JPM
J P Morgan Chase
+$1.4M
44,194
+0%
增持
AXP
American Express Co
+$1.2M
28,514
+1%
减持
MBB
iShares MBS Bond ETF
-$1.2M
52,275
-18%
增持
GOOGL
Alphabet Inc-CL A
+$1.1M
63,916
+4%
增持
MRK
Merck & Company
+$970.0K
26,895
+14%
减持
AAPL
Apple Inc
-$962.5K
43,804
-0%
减持
AGG
iShares Barclays Agg Bond
-$827.8K
30
-100%
增持
AMZN
Amazon.com Inc
+$790.3K
25,401
+2%
增持
—
Exxon Mobil Corp
+$783.2K
44,952
+1%
减持
CAT
Caterpillar Inc
+$737.6K
10,737
-1%
减持
ABBV
Abbvie Inc
+$597.4K
30,803
-5%
清仓
—
Walgreens Boots Alliance
-$525.1K
0
-100%
增持
PH
Parker Hannifin Corp
+$506.5K
4,929
+2%
增持
QCOM
Qualcomm Inc
+$441.6K
15,555
+3%
增持
—
Linde PLC
+$432.9K
7,715
+1%
增持
C
Citigroup Inc
+$400.3K
8,945
+178%
增持
AMD
Advanced Micro Devices
+$391.6K
3,840
+88%
增持
CRM
Salesforce Inc.
+$370.2K
7,408
+5%
减持
PFE
Pfizer Inc
-$367.1K
29,096
-29%
减持
BA
Boeing Co
-$347.0K
4,804
-2%
减持
CRWD
CrowdStrike Holdings Inc
+$346.0K
10,918
-12%
增持
REGN
Regeneron Pharmaceuticals
+$343.0K
1,195
+30%
增持
SCHD
Schwab US Dividend Equity ETF
+$334.2K
25,416
+13%
减持
IOO
iShares S&P Global 100 Fd
+$327.2K
39,980
-1%
减持
—
Trane Technologies PLC
+$291.0K
5,428
-1%
减持
TGT
Target Corp
+$285.1K
8,916
-2%
减持
PG
Procter & Gamble Co
+$280.7K
18,614
-0%
增持
EMR
Emerson Electric Co
+$276.4K
15,053
+2%
减持
PEP
PepsiCo Inc
-$262.9K
14,688
-12%
增持
META
Meta Platforms Inc.
+$256.5K
1,793
+3%
增持
V
Visa Inc Cl-A Shares
+$241.8K
12,588
+0%
增持
TMO
Thermo Fisher Corp
+$241.2K
4,268
+1%
增持
MRSH
Marsh & McLennan Cos Inc
+$235.1K
6,676
+11%
减持
VGSH
Vanguard Short-Term Treasury
-$228.4K
2,223
-64%
增持
GS
Goldman Sachs Group Inc
+$225.0K
3,424
+10%
减持
PYPL
PayPal Holdings Inc
-$222.6K
5,494
-43%
清仓
SGOV
ISHARES 0-3M Treasury Bond
-$222.5K
0
-100%
增持
INTC
Intel Corp
-$222.2K
47,401
+3%
增持
CVX
Chevron Corp
+$214.0K
18,691
+2%
增持
GE
General Electric Co.
+$204.7K
3,516
+9%
减持
ORLY
O'Reilly Automotive Inc
+$202.8K
1,958
-7%
减持
GOOG
Alphabet Inc-CL C
+$188.4K
18,122
-1%
增持
VMBS
Vanguard MBS ETF
+$176.6K
7,497
+110%
增持
SPTI
SPDR Interm TSY ETF
+$168.0K
30,225
+26%
增持
CMI
Cummins Inc
+$152.8K
2,520
+2%
减持
ZBRA
Zebra Technologies Corp Cl
+$101.1K
4,072
-1%
增持
LOW
Lowe's Companies Inc
+$90.8K
2,130
+5%
减持
RTX
RTX Corp
+$85.0K
6,980
-1%
减持
BMY
Bristol-Myers Squibb Co
+$85.0K
42,725
-2%
减持
ABT
Abbott Laboratories
+$76.6K
25,633
-1%
增持
IJH
iShares S&P Midcap 400
+$70.8K
13,335
+400%
增持
IBM
IBM Corp
+$70.0K
2,552
+0%
增持
JNJ
Johnson & Johnson
+$69.4K
23,139
+1%
增持
HON
Honeywell International
-$67.7K
27,070
+1%
减持
LQD
iShares iBoxx Inv Grade Corp Bd ETF
-$65.0K
965
-37%
减持
CMG
Chipotle Mexican Grill Inc
+$59.8K
137
-7%
减持
IEF
iShares 7-10 Year Treasury Bond ETF
-$59.1K
4,734
-10%
减持
CSX
CSX Corp
+$54.6K
24,681
-1%
增持
BAC
Bank of America Corp
+$53.9K
11,075
+2%
减持
IGSB
IShares 1-5 Year Investment Grade Corp
-$50.4K
6,973
-12%
增持
OTIS
Otis Worldwide Corp
+$49.0K
3,427
+5%
减持
SYY
Sysco Corp
-$47.0K
1,525
-35%
减持
SPTL
SPDR Port Long Term Treasury ETF
-$46.3K
10,741
-10%
减持
COP
ConocoPhillips
+$45.6K
4,126
-0%
增持
WMT
Wal Mart Inc.
+$39.0K
5,121
+200%
增持
DNP
DNP Select Income Fund Inc
+$38.5K
61,778
+0%
减持
BKNG
Booking Holdings Inc.
+$38.5K
565
-0%
增持
ROP
Roper Industries
+$36.7K
1,087
+3%
清仓
GVI
IShares Intermediate Gov/Credit ETF
-$35.6K
0
-100%
减持
SJNK
SPDR Barclays ST HY Bond
-$35.3K
13,983
-9%
增持
PFF
iShares Preferred & Income Sec ETF
+$34.7K
9,266
+10%
增持
VZ
Verizon Communications Inc
+$34.7K
8,116
+0%
减持
MDLZ
Mondelez International Inc
-$30.7K
5,968
-4%
增持
HPQ
HP Inc
+$30.4K
13,974
+7%
减持
VLTO
Veralto Corp
-$27.3K
75
-82%
清仓
IHY
Vaneck Intl High Yield ETF
-$27.1K
0
-100%
减持
USB
US Bancorp
-$26.6K
11,750
-8%
减持
AMP
Ameriprise Financial Inc
+$26.4K
457
-0%
减持
—
Charles Schwab 4.45 Pfd
+$23.3K
40,750
-5%
建仓
VRP
Invesco Variable Rate Preferred ETF
+$23.0K
967
减持
USHY
IShares Broad USD HY Corp Bond ETF
-$21.4K
5,626
-10%
减持
BRK/B
Berkshire Hathaway Cl B
-$21.3K
125
-40%
增持
PM
Philip Morris Intl Inc
+$20.8K
322
+250%
增持
SHOP
Shopify Inc - Class A
+$20.7K
28,182
+2%
增持
MO
Altria Group Inc
+$19.0K
1,492
+31%
建仓
BTI
British American TOB-SP ADR
+$18.3K
600
减持
IGIB
IShares 5-10 Year Investment Grade Corp
-$18.0K
13,693
-2%
增持
PAYC
Paycom Software Inc
+$16.4K
1,416
+10%
增持
O
Realty Income Corp
+$15.9K
403
+291%
减持
CSCO
Cisco Systems Inc
-$15.7K
12,231
-1%
减持
SPGI
S & P Global Inc
-$15.5K
299
-8%
减持
SCHW
Charles Schwab Corp
-$14.8K
9,014
-7%
减持
MMM
3M Company
-$14.7K
1,167
-8%
增持
EXPE
Expedia Group Inc
-$14.6K
2,362
+5%
清仓
FMB
FT Managed Muni ETF
-$14.1K
0
-100%
减持
VCLT
Vanguard Long-Term Corp Bond ETF
-$13.8K
4,359
-2%
减持
TXN
Texas Instruments Inc
-$13.6K
3,918
-4%
建仓
LAZ
Lazard Inc.
+$13.3K
317
减持
FAST
Fastenal Co
-$13.1K
4,104
-19%
建仓
PAGP
Plains GP Holdings LP-CL A
+$12.8K
700
减持
ZTS
Zoetis Inc
-$12.7K
100
-33%
增持
PINS
Pinterest Inc.
+$12.2K
3,348
+19%
建仓
GBTC
Grayscale Bitcoin Trust
+$11.5K
182
清仓
—
Lazard Ltd-Class A
-$11.0K
0
-100%
减持
KVUE
Kenvue Inc.
-$10.9K
28,399
-1%
建仓
OHI
Omega Health Care Investor
+$9.5K
300
减持
—
Huntington Bank 4.50 Pfd
+$9.5K
25,300
-7%
增持
KMI
Kinder Morgan Inc
+$9.4K
6,612
+4%
减持
TJX
TJX Companies Inc
-$8.6K
233
-32%
增持
HYG
iShares iBoxx USD High Yield Corp Bd ETF
+$8.6K
2,386
+4%
增持
FLOT
iShares Floating Rate Bond ETF
+$8.5K
588
+38%
增持
EXC
Exelon Corporation
+$8.2K
4,887
+0%
建仓
CSQ
Calamos Strategic Total Re
+$8.2K
500
减持
DIS
Disney (Walt) Co/The
+$8.0K
320
-7%
建仓
MET
Metlife Inc
+$7.4K
100
建仓
NEM
Newmont Mining Corp
+$7.2K
200
减持
—
Medtronic PLC
+$7.1K
4,601
-4%
减持
FLRN
SPDR Bloomberg Barclays Inv Grade FR ETF
-$6.5K
1,696
-12%
建仓
ORI
Old Republic Intl Corp
+$6.1K
200
建仓
BXMT
Blackstone Mtg Tr Inc
+$6.0K
300
建仓
ADX
Adams Express Co
+$5.9K
300
建仓
EPSN
Epsilon Energy LTD
+$5.5K
1,000
减持
MA
Mastercard Inc
-$5.2K
1,129
-12%
建仓
MCY
Mercury General Corp
+$5.2K
100
减持
CARR
Carrier Global
-$4.9K
9,603
-2%
减持
IEX
Idex Corp
-$4.1K
50
-33%
减持
WBD
Warner Bros Discovery Inc.
-$4.1K
657
-24%
建仓
WPC
WP Carey Inc
+$4.0K
70
清仓
—
State Street Corp 5.90 Pfd
-$3.8K
0
-100%
建仓
—
Huntington Bank VRN Pfd
+$3.7K
150
增持
PCY
Invesco Emerging Markets Sovereign Debt
+$3.7K
1,665
+13%
建仓
ABR
Arbor Realty Trust Inc
+$3.7K
277
建仓
USA
Liberty All Star Equity Fd
+$3.6K
500
增持
AMGN
Amgen Inc
-$3.6K
990
+0%
建仓
HR
Healthcare Realty Trust
+$3.5K
250
建仓
—
Ready Capital Corp
+$3.2K
170
减持
BDX
Becton Dickinson & Co
-$3.0K
256
-6%
建仓
JPC
Nuveen Preferred & Income Opportunities
+$2.8K
395
建仓
RITM
Rithm Capital Corp
+$2.8K
250
增持
QYLD
Global X Funds ETF
+$2.6K
390
+56%
减持
CL
Colgate-Palmolive Co
+$2.0K
1,350
-10%
增持
MS
Morgan Stanley
+$2.0K
2,106
+0%
减持
TFC
Truist Financial Corp
+$1.8K
3,012
-4%
减持
T
AT & T Inc
-$1.7K
4,173
-7%
建仓
BN
Brookfield Corp
+$1.5K
36
减持
MPC
Marathon Petroleum Corp
-$1.3K
436
-27%
