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Boston Common Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Boston Common Asset Management, LLC
报告期 2026-03-31 · CIK 0001409427
持仓数
186
前50大市值合计
$1.10B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 12
增持 28
减持 105
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
—
ASML HOLDINGS NV F
+$33.6M
45,609
+3682%
减持
—
ORSTED A/S
-$29.1M
90,822
-85%
增持
—
CSL LTD
+$24.8M
203,568
+119%
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。
清仓
—
SHISEIDO CO LTD
-$23.8M
0
-100%
增持
—
VESTAS WIND SYSTEM
+$20.8M
1,614,821
+14%
建仓
—
MURATA MFG CO
+$20.6M
969,030
建仓
—
RELX PLC
+$20.3M
515,994
增持
SCHW
SCHWAB CHARLES CORP COM
+$15.7M
434,246
+68%
清仓
—
VMWARE INC CL A COM
-$14.7M
0
-100%
增持
TMUS
T-MOBILE US INC COM
+$13.9M
148,667
+109%
减持
BNTX
BIONTECH SE SPONSORED ADS
-$13.2M
32,370
-79%
建仓
BNY
BANK NEW YORK MELLON CORP COM
+$12.8M
245,991
增持
BALL
BALL CORP COM
+$11.0M
314,179
+120%
增持
AKAM
AKAMAI TECHNOLOGIES COM
+$10.8M
201,396
+65%
减持
—
CRODA INTL PLC ORD F
-$10.3M
321,010
-38%
增持
AVGO
BROADCOM INC COM
+$9.9M
22,495
+23%
增持
—
CONVATEC GROUP PLC SHS
+$9.3M
12,702,136
+11%
减持
—
KERRY GROUP
-$9.3M
340,371
-26%
减持
—
PING AN INSURANCE
-$7.8M
3,904,550
-12%
增持
—
PRYSMIAN SPA
+$7.8M
1,152,411
+4%
增持
MKC
MCCORMICK & CO INC COM NON VTG
+$7.4M
312,651
+69%
减持
SFM
SPROUTS FMRS MKT INC COM
-$7.4M
512,235
-32%
减持
—
HOYA CORP
+$7.4M
393,119
-3%
增持
—
HANNOVER RUECK SE ORD
+$7.3M
196,064
+9%
减持
—
ATLAS COPCO AKTIEBOLAG SHS B
+$7.0M
2,813,937
-4%
增持
A
AGILENT TECHNOLOGIES INC COM
+$6.9M
130,943
+30%
减持
HASI
HANNON ARMSTRONG SUST INFR CAP
-$6.9M
345,131
-55%
减持
—
REXEL
+$6.7M
1,735,914
-4%
减持
—
SK HYNIX INC
+$6.6M
282,509
-2%
增持
FITB
FIFTH THIRD BANCORP COM
+$6.6M
370,446
+52%
增持
FSLR
FIRST SOLAR INC COM
+$6.5M
138,756
+29%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$6.5M
412,439
-25%
建仓
—
LG ENERGY SOLUTION
+$6.5M
19,488
减持
—
BYD COMPANY LTD
-$6.4M
1,779,798
-1%
建仓
NVDA
NVIDIA CORPORATION COM
+$6.4M
12,867
减持
PYPL
PAYPAL HLDGS INC COM
-$6.3M
233,255
-34%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSOR
-$6.3M
366,858
-8%
减持
—
SONOVA HOLDING AG
-$6.3M
20,238
-63%
建仓
TFC
TRUIST FINL CORP COM
+$6.2M
167,244
减持
—
BARRATT DEVEL
+$6.1M
3,971,259
-5%
减持
UNM
UNUM GROUP COM
-$6.1M
146,364
-43%
减持
—
DEUTSCHE TELEKOM
+$5.9M
2,914,705
-4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD S
+$5.9M
449,490
-4%
清仓
—
DECHRA PHARMA
-$5.8M
0
-100%
减持
MRK
MERCK & CO INC COM
-$5.5M
326,548
-18%
减持
—
MACQUARIE GP LTD
+$5.5M
421,828
-4%
减持
CAG
CONAGRA BRANDS INC COM
-$5.3M
212,600
-49%
建仓
FR
FIRST INDUSTRIAL RLTY COM
+$5.2M
99,392
减持
INTU
INTUIT COM
+$5.1M
57,645
-5%
减持
ENPH
ENPHASE ENERGY INC COM
-$5.1M
88,692
-37%
减持
VOLVF
VOLVO AB
+$5.1M
1,119,043
-3%
建仓
INTC
INTEL CORP COM
+$5.0M
99,950
减持
—
ORIX CORP ORD
-$5.0M
3,208,310
-8%
减持
—
DAIKIN INDUSTRIES LTD SHS F
-$5.0M
273,440
-13%
减持
PG
PROCTER AND GAMBLE CO COM
-$4.9M
170,972
-17%
减持
MSFT
MICROSOFT CORP COM
+$4.5M
102,141
-5%
减持
—
NOVOZYMES A/S
-$4.5M
53,631
-71%
减持
LKQ
LKQ CORP COM
-$4.4M
364,058
-17%
减持
—
KEYENCE CORP ORD F
+$4.2M
92,710
-6%
减持
ORCL
ORACLE CORP COM
-$4.2M
100,211
-28%
减持
AMGN
AMGEN INC COM
-$4.2M
28,946
-38%
减持
—
SSE PLC
+$4.1M
2,274,434
-10%
减持
—
SONY GROUP CORPORA
+$4.0M
457,091
-5%
减持
—
ING GROEP N.V.
+$4.0M
3,962,893
-5%
清仓
EL
LAUDER ESTEE COS INC CL A
-$4.0M
0
-100%
减持
HDB
HDFC BANK LTD SPONSORED ADS
+$3.9M
617,210
-3%
减持
—
KON AHOLD DELHAIZE
-$3.9M
1,334,001
-5%
减持
CRM
SALESFORCE INC COM
+$3.9M
78,488
-5%
减持
—
SAGE GROUP
+$3.8M
1,620,862
-4%
减持
XYL
XYLEM INC COM
+$3.5M
215,686
-7%
增持
—
DINO POLSKA SA
+$3.4M
65,180
+26%
增持
MUFG
MITSUBISHI UFJ FINL GROUP INC
+$3.4M
402,579
+3036%
减持
—
SPIRAX-SARCO ENG
+$3.3M
287,589
-5%
增持
—
ACCENTURE PLC IRELAND SHS CLAS
+$3.3M
28,745
+30%
增持
LOW
LOWES COS INC COM
+$3.3M
41,400
+45%
减持
KBH
KB HOME COM
+$3.1M
203,042
-2%
建仓
—
ASML HOLDING N V N Y REGISTRY
+$3.1M
4,069
减持
—
DELTA ELECTRONIC
-$3.0M
1,502,546
-18%
减持
GILD
GILEAD SCIENCES INC COM
-$3.0M
264,703
-19%
减持
—
EISAI CO LTD ORD
-$3.0M
343,262
-5%
减持
—
CHINA MERCHANTS BK
-$3.0M
1,783,682
-19%
减持
—
AON PLC SHS CL A
-$2.9M
20,540
-25%
减持
—
UNILEVER PLC SPON ADR NEW
-$2.9M
462,921
-10%
减持
ITUB
ITAU UNIBANCO HLDG S A SPON AD
+$2.9M
2,188,930
-4%
减持
—
TOPBUILD CORP COM
+$2.9M
41,413
-17%
减持
—
ASHTEAD GROUP
+$2.8M
396,280
-2%
减持
—
KURITA WATER INDUSTRIES LTD F
+$2.7M
1,149,104
-5%
减持
—
TDK CORP
-$2.7M
400,755
-32%
减持
—
ESSITY AKTIEBOLAG SHS
+$2.5M
1,267,736
-5%
减持
DNNGY
ORSTED A/S UNSPONSORED ADR
-$2.5M
30,486
-82%
减持
—
NOVO NORDISK A/S
+$2.5M
366,124
-5%
减持
—
PT BK RAKYAT INDONESIA PERSERO
+$2.5M
129,366,471
-4%
建仓
NULV
NUSHARES ETF TR NUVEEN ESG LRG
+$2.5M
68,247
增持
CSLLY
CSL LTD SPONSORED ADR
+$2.4M
33,514
+223%
清仓
SSDOY
SHISEIDO CO LTD SPONSORED ADR
-$2.4M
0
-100%
减持
—
AZEK CO INC CL A
+$2.4M
295,522
-2%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$2.3M
55,357
-5%
减持
SAP
SAP SE SPON ADR
-$2.3M
105,149
-27%
增持
CL
COLGATE PALMOLIVE CO COM
+$2.3M
267,162
+0%
减持
NFLX
NETFLIX INC COM
+$2.3M
24,220
-4%
增持
—
UNIMICRON TECHNOLO
+$2.3M
1,601,550
+25%
减持
AAPL
APPLE INC COM
+$2.1M
193,002
-6%
减持
EMR
EMERSON ELEC CO COM
-$2.1M
163,845
-12%
增持
VWDRY
VESTAS WIND SYS AS UNSP ADR
+$2.1M
547,274
+6%
减持
—
UNILEVER PLC
-$2.1M
820,592
-3%
减持
—
SCHNEIDER ELECTRIC
+$2.1M
402,642
-15%
增持
ES
EVERSOURCE ENERGY COM
+$2.0M
234,646
+10%
减持
—
TE CONNECTIVITY LTD SHS
-$2.0M
92,807
-24%
建仓
MRAAY
MURATA MANUFACTURING CO LTD UN
+$1.9M
183,502
减持
—
ALIBABA GROUP HLDG LTD
-$1.9M
724,473
-11%
减持
ED
CONSOLIDATED EDISON INC COM
-$1.9M
156,377
-17%
建仓
RELX
RELX PLC SPONSORED ADR
+$1.8M
46,608
减持
—
AXA SA
+$1.8M
1,392,253
-5%
减持
—
CELLNEX TELECOM SA
+$1.8M
584,606
-4%
减持
BWA
BORGWARNER INC COM
-$1.7M
219,178
-7%
减持
—
HENGAN INTL
-$1.7M
282,977
-67%
增持
—
NASPERS LTD ORD SHS CL N
+$1.7M
122,264
+2%
减持
BKRKY
PT BK RAKYAT ADR SHS B
-$1.6M
1,040,491
-16%
减持
NVS
NOVARTIS AG SPONSORED ADR
-$1.6M
173,545
-7%
减持
—
CLICKS GROUP LTD
+$1.6M
387,762
-1%
减持
—
SUNGROW POWER SUPP
-$1.5M
269,100
-32%
减持
—
SAMPO PLC
-$1.5M
837,673
-5%
减持
—
ASSA ABLOY
+$1.5M
1,040,208
-20%
减持
BIIB
BIOGEN INC COM
-$1.4M
58,711
-9%
减持
MELI
MERCADOLIBRE INC COM
+$1.4M
5,671
-4%
减持
KIM
KIMCO RLTY CORP COM
+$1.4M
562,270
-6%
减持
ECL
ECOLAB INC COM
+$1.4M
92,939
-7%
减持
—
SAP SE
-$1.4M
206,283
-19%
增持
MDLZ
MONDELEZ INTL INC CL A
+$1.4M
121,085
+14%
减持
—
ASTRAZENECA
-$1.4M
301,010
-3%
减持
WAB
WABTEC COM
+$1.4M
306,316
-13%
减持
AMP
AMERIPRISE FINL INC COM
+$1.4M
40,828
-5%
减持
ADBE
ADOBE INC COM
+$1.3M
44,925
-10%
增持
—
AIRTAC INTERNATION
+$1.3M
211,450
+13%
减持
—
WEICHAI POWER CO
+$1.3M
4,285,292
-1%
减持
COST
COSTCO WHSL CORP NEW COM
+$1.3M
18,881
-5%
减持
RL
RALPH LAUREN CORP CL A
+$1.3M
57,271
-5%
减持
MS
MORGAN STANLEY COM NEW
+$1.3M
194,931
-6%
减持
TGT
TARGET CORP COM
+$1.3M
49,288
-5%
减持
CME
CME GROUP INC COM
-$1.3M
36,259
-18%
减持
KRYAY
KERRY GROUP PLC SPONSORED ADR
-$1.2M
32,872
-32%
减持
AXP
AMERICAN EXPRESS CO COM
+$1.2M
101,856
-15%
减持
—
TERUMO CORP
+$1.1M
185,222
-0%
增持
HVRRY
HANNOVER RUECK SE SPONSORED AD
+$1.1M
32,658
+30%
减持
—
MONDI PLC
+$1.1M
391,872
-1%
减持
—
BDO UNIBANK INC
-$1.1M
4,354,746
-4%
减持
—
LOJAS RENNER SA
+$1.1M
1,188,078
-1%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$1.0M
159,884
-19%
减持
VMI
VALMONT INDS INC COM
-$994.0K
46,126
-6%
减持
—
BORREGAARD ASA
+$990.0K
732,627
-4%