小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Boit C F David 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Boit C F David
报告期 2026-03-31 · CIK 0001308331
持仓数
117
前50大市值合计
$206.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 86 项
建仓 27
增持 49
减持 8
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
+$2.1M
32,704
+5%
减持
—
EXXON MOBIL CORP COM
-$1.5M
98,313
-3%
增持
MRK
MERCK & CO INC (NEW)
+$1.4M
71,283
+7%
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
V
VISA INC CL A
+$1.3M
26,630
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B (NEW)
+$1.2M
33,228
+5%
增持
BAC
BANK OF AMERICA CORP COM
+$1.1M
119,976
+11%
增持
AAPL
APPLE INC COM
+$1.1M
30,002
+18%
增持
INTU
INTUIT INC COM
+$1.1M
4,800
+39%
增持
MCD
MCDONALD'S CORP COM
+$983.2K
19,800
+5%
增持
CAT
CATERPILLAR INC COM
+$825.2K
22,400
+10%
增持
JPM
JPMORGAN CHASE & CO COM
+$816.6K
16,629
+18%
增持
GOOGL
ALPHABET INC CL A
+$785.0K
35,322
+15%
增持
AMT
AMERICAN TOWER CORP CL A (REIT)
+$734.6K
9,210
+20%
建仓
GWW
GRAINGER (W.W.) INC COM
+$647.2K
800
增持
PCAR
PACCAR INC COM
+$621.8K
13,330
+76%
增持
MA
MASTERCARD INC CL A
+$572.0K
11,140
+8%
增持
ABT
ABBOTT LABORATORIES COM
+$557.6K
32,800
+3%
增持
PH
PARKER-HANNIFIN CORP COM
+$548.8K
2,500
+67%
增持
—
CHUBB LIMITED
+$548.3K
15,365
+8%
增持
UNP
UNION PACIFIC CORP COM
+$543.9K
5,625
+40%
增持
ADBE
ADOBE INC
+$534.1K
1,800
+89%
建仓
—
COSTCO WHOLESALE CORP COM
+$531.9K
825
增持
JNJ
JOHNSON & JOHNSON COM
+$475.0K
41,625
+4%
增持
AMZN
AMAZON.COM INC COM
+$463.3K
3,940
+319%
建仓
AMAT
APPLIED MATERIALS INC COM
+$454.4K
3,000
增持
DHR
DANAHER CORP COM
+$450.3K
8,850
+19%
增持
EOG
EOG RESOURCES INC COM
+$448.6K
11,950
+41%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$427.7K
2,215
+48%
增持
ADI
ANALOG DEVICES INC COM
+$424.7K
11,944
+14%
增持
RTX
RTX CORPORATION
+$405.4K
1,250
+150%
增持
AMGN
AMGEN INC COM
+$403.8K
4,000
+33%
增持
SYK
STRYKER CORP COM
+$396.4K
11,545
+5%
建仓
ATR
APTARGROUP INC COM
+$376.1K
3,000
增持
CHD
CHURCH & DWIGHT INC COM
+$328.9K
29,440
+11%
清仓
TRV
THE TRAVELERS COS INC COM
-$324.5K
0
-100%
增持
PEP
PEPSICO INC COM
+$323.4K
22,900
+7%
建仓
SPGI
S&P GLOBAL INC COM
+$300.9K
700
建仓
SYY
SYSCO CORP COM
+$299.9K
4,000
增持
PG
PROCTER & GAMBLE CO COM
+$299.6K
25,274
+7%
增持
HD
HOME DEPOT INC COM
+$286.9K
1,225
+188%
建仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$249.6K
2,000
建仓
WSO
WATSCO INC COM
+$245.5K
600
增持
MMM
3M COMPANY COM
+$232.1K
11,360
+3%
建仓
VLTO
VERALTO CORP
+$229.9K
2,946
增持
GLW
CORNING INC COM
+$225.2K
17,000
+79%
增持
AXP
AMERICAN EXPRESS CO COM
+$224.3K
1,525
+281%
建仓
—
ASML HOLDING N V NY REG SHS (NEW)
+$211.0K
300
建仓
TXN
TEXAS INSTRUMENTS INC COM
+$208.4K
1,250
增持
CL
COLGATE-PALMOLIVE CO COM
+$202.2K
20,600
+1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$187.9K
2,300
+188%
建仓
AFL
AFLAC INC COM
+$183.0K
2,200
建仓
COP
CONOCOPHILLIPS.COM
+$179.9K
1,500
增持
—
JARDINE MATHESON HOLDINGS LTD ORD
+$174.9K
6,060
+288%
增持
ECL
ECOLAB INC COM
+$171.1K
1,285
+165%
建仓
—
HEINEKEN HOLDING NV - A ORD
+$155.4K
1,880
建仓
MKC
MCCORMICK & CO INC NON VTG COM
+$137.9K
2,000
建仓
BHP
BHP GROUP LTD ADR
+$134.4K
2,000
增持
PYPL
PAYPAL HOLDINGS INC
+$129.2K
5,900
+59%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$128.1K
500
增持
FTV
FORTIVE CORP COM
+$125.1K
2,850
+171%
建仓
—
CISCO SYSTEMS INC COM
+$121.2K
2,400
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$115.6K
22,400
+5%
建仓
MORN
MORNINGSTAR INC COM
+$109.2K
400
建仓
SDZNY
SANDOZ GROUP AG-ADR
+$84.9K
2,560
建仓
AEG
AEGON LTD-NY REG SHR
+$83.2K
14,695
增持
IBM
INTERNATIONAL BUSINESS MACHINES COM
+$81.6K
3,584
+3%
增持
—
GENERAL ELECTRIC COM (NEW)
+$80.3K
3,936
+5%
建仓
NEE
NEXTERA ENERGY INC COM
+$74.4K
1,200
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$71.6K
13,197
-6%
减持
GEHC
GE HEALTHCARE TECHNOLOGY
-$63.1K
62
-94%
建仓
—
IAC INC
+$52.0K
1,000
增持
WEX
WEX INC
+$50.6K
1,740
+13%
增持
—
NESTLE S A SPONSORED ADR
+$49.5K
5,800
+4%
增持
PFE
PFIZER INC COM
-$45.1K
49,103
+11%
减持
INTC
INTEL CORP COM
-$30.4K
108
-89%
建仓
YUMC
YUM CHINA HOLDINGS INC COM
+$27.5K
320
建仓
ENTG
ENTEGRIS INC COM
+$22.9K
208
减持
T
AT&T INC COM
-$20.5K
6,701
-28%
增持
PAYC
PAYCOM SOFTWARE INC
+$17.4K
3,700
+37%
建仓
FFXDF
FAIRFAX INDIA HOLDINGS CORP ORD
+$14.6K
1,000
清仓
—
PARAMOUNT GLOBAL
-$9.1K
0
-100%
增持
CMCSA
COMCAST CORP CL A (NEW)
-$7.7K
16,772
+2%
减持
OGN
ORGANON & CO
-$6.6K
177
-68%
减持
WBD
WARNER BROS DISCOVERY INC
-$6.5K
94
-87%
减持
VOD
VODAFONE GROUP PLC SPONSORED ADR (NEW)
-$3.1K
1,574
-13%
建仓
KD
KYNDRUL HOLDINGS INC
+$310
16