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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 9
增持 36
减持 94
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
—
INTESA SANPAOLO
-$24.6M
0
-100%
增持
—
INTESA SANPAOLO S P A SHS
+$21.4M
5,454,437
+5431%
建仓
—
SINGAPORE TELECOMM
+$19.9M
8,777,098
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。
建仓
—
BEIERSDORF AG F
+$18.3M
143,591
增持
AAPL
APPLE INC COM
+$17.9M
248,706
+31%
清仓
—
INFINEON TECHNOLOG
-$17.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$17.7M
329,866
+50%
减持
—
PRYSMIAN SPA
-$16.8M
642,665
-19%
增持
NFLX
NETFLIX INC COM
+$15.6M
38,196
+47%
减持
—
SCHNEIDER ELECTRIC
-$15.4M
203,033
-19%
建仓
—
TRYG A/S
+$15.1M
719,154
减持
REGN
REGENERON PHARMACEUTICALS
-$15.0M
21,818
-25%
增持
AVGO
BROADCOM INC COM
+$13.8M
186,248
+9%
建仓
—
ASM INTL NV
+$13.5M
23,504
减持
—
AXA SA
-$13.3M
791,396
-26%
清仓
—
TRYG A/S
-$13.2M
0
-100%
减持
WAB
WABTEC COM
-$12.8M
116,707
-39%
减持
—
ASTRAZENECA
-$12.5M
216,775
-17%
减持
—
VESTAS WIND SYSTEM
-$12.3M
642,461
-32%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$11.8M
307,906
-49%
减持
AMAT
APPLIED MATLS INC COM
-$11.5M
40,550
-55%
减持
—
KURITA WATER INDUSTRIES LTD F
-$11.3M
690,570
-17%
减持
—
BYD COMPANY LTD
-$10.8M
1,296,686
-14%
减持
—
MACQUARIE GP LTD
-$10.7M
285,656
-9%
减持
—
SSE PLC
-$10.4M
1,476,127
-7%
减持
—
HOYA CORP
-$10.2M
183,316
-24%
减持
ECL
ECOLAB INC COM
-$9.8M
55,611
-38%
增持
V
VISA INC COM CL A
+$9.5M
86,329
+33%
减持
—
UNILEVER PLC
-$9.4M
418,454
-18%
增持
—
CRH PLC ORD
+$9.4M
234,806
+77%
减持
—
PT BK RAKYAT INDONESIA PERSERO
-$9.4M
81,926,849
-11%
减持
MU
MICRON TECHNOLOGY INC COM
-$9.4M
185,405
-23%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$9.3M
133,449
+39%
增持
MRK
MERCK & CO INC COM
+$9.1M
319,691
+60%
减持
DHR
DANAHER CORPORATION COM
-$8.6M
85,822
-16%
减持
—
HOLOGIC INC COM
-$8.6M
227,564
-26%
减持
A
AGILENT TECHNOLOGIES INC COM
-$8.5M
1,555
-97%
减持
—
CSL LTD F
-$8.5M
156,597
-13%
减持
—
CONVATEC GROUP PLC SHS
-$8.5M
6,451,808
-25%
减持
—
INDITEX
-$8.1M
651,342
-7%
减持
—
TOPBUILD CORP COM
-$7.7M
22,633
-38%
增持
—
NOVO NORDISK A/S
-$7.6M
382,522
+10%
减持
—
DSM FIRMENICH AG
-$7.6M
174,127
-4%
减持
—
KON AHOLD DELHAIZE
-$7.5M
560,991
-25%
减持
XYL
XYLEM INC COM
-$7.5M
119,304
-24%
减持
—
ASML HOLDINGS NV F
-$7.4M
42,022
-5%
减持
—
ATLAS COPCO AKTIEBOLAG SHS B
-$7.3M
1,503,594
-7%
增持
—
KEISEI ELECTRIC RAILWAY CO LTD
+$7.3M
3,092,389
+347%
清仓
—
SHIMANO INC
-$6.8M
0
-100%
减持
—
ING GROEP N.V.
-$6.8M
1,741,625
-7%
减持
ADBE
ADOBE INC COM
-$6.7M
27,876
-24%
减持
—
UNILEVER PLC SPON ADR NEW
-$6.6M
262,282
-21%
减持
AKAM
AKAMAI TECHNOLOGIES COM
-$6.5M
111,498
-35%
减持
—
HANNOVER RUECK SE ORD
-$6.5M
142,599
-4%
减持
—
ORIX CORP ORD
-$6.5M
2,019,627
-7%
增持
CL
COLGATE PALMOLIVE CO COM
+$6.2M
268,448
+53%
减持
—
DEUTSCHE TELEKOM
-$6.1M
1,801,858
-12%
清仓
—
INDUSTRIE DE N
-$6.1M
0
-100%
增持
—
SK HYNIX INC
+$5.9M
116,943
+98%
减持
SKM
SK TELECOM LTD SPONSORED ADR
-$5.9M
215,757
-51%
清仓
—
TOMRA SYSTEMS ASA
-$5.8M
0
-100%
增持
—
MITSUBISHI ELEC CP
+$5.7M
1,499,051
+21%
增持
MS
MORGAN STANLEY COM NEW
+$5.6M
142,387
+21%
增持
AMGN
AMGEN INC COM
+$5.4M
21,711
+3060%
减持
DHI
DR HORTON INC
-$5.4M
28,612
-42%
减持
SFM
SPROUTS FMRS MKT INC COM
-$5.2M
130,722
-34%
清仓
—
TELKOM INDONESIA
-$5.2M
0
-100%
增持
—
T&D HOLDINGS INC
+$5.1M
1,268,105
+21%
减持
KBH
KB HOME COM
-$5.1M
187,175
-8%
减持
SCHW
SCHWAB CHARLES CORP COM
-$5.1M
240,646
-32%
增持
BAC
BANK AMERICA CORP COM
+$5.0M
244,594
+69%
减持
—
JAMES HARDIE INDUS
-$4.9M
437,006
-7%
减持
—
L'OREAL
-$4.8M
36,380
-7%
减持
—
REXEL
-$4.8M
1,031,989
-3%
减持
AWK
AMERICAN WTR WKS CO INC NEW CO
-$4.7M
188,777
-2%
减持
—
BORREGAARD ASA
-$4.5M
321,866
-38%
减持
—
ASSA ABLOY
-$4.5M
651,497
-8%
减持
—
KEYENCE CORP ORD F
-$4.4M
48,020
-5%
清仓
LKQ
LKQ CORP COM
-$4.3M
0
-100%
减持
—
SABESP CIA SANEAME
-$4.1M
219,486
-50%
减持
—
MURATA MFG CO
-$4.1M
869,776
-7%
建仓
—
TECHTRONIC INDUSTR
+$4.0M
302,015
建仓
J
JACOBS SOLUTIONS INC COM
+$4.0M
29,757
增持
FSLR
FIRST SOLAR INC COM
-$4.0M
75,811
+9%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRANC
-$3.9M
0
-100%
增持
—
ASHTEAD GROUP PLC SHS
-$3.9M
384,959
+8%
增持
—
SMURFIT WESTROCK PLC SHS
+$3.9M
373,970
+14%
减持
NVS
NOVARTIS AG SPONSORED ADR
-$3.9M
156,774
-6%
减持
—
NOVARTIS AG
-$3.9M
181,171
-3%
减持
—
PROSUS NV F
-$3.8M
542,109
-6%
减持
—
MERCEDES-BENZ
-$3.8M
258,591
-8%
减持
—
KERRY GROUP
-$3.8M
247,004
-7%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSOR
-$3.8M
12,291
-73%
减持
HASI
HANNON ARMSTRONG SUST INFR CAP
-$3.7M
245,856
-18%
增持
CARR
CARRIER GLOBAL CORPORATION COM
-$3.7M
306,196
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$3.5M
164,312
-1%
减持
—
SUNGROW POWER SUPP
-$3.5M
285,350
-36%
减持
GILD
GILEAD SCIENCES INC COM
-$3.5M
115,982
-31%
减持
BKRKY
PT BK RAKYAT ADR SHS B
-$3.5M
820,643
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD S
-$3.4M
439,456
-15%
减持
—
RELX PLC
-$3.3M
759,383
-5%
减持
—
KYOWA KIRIN CO LTD
-$3.3M
890,003
-6%
增持
MSFT
MICROSOFT CORP COM
+$3.3M
142,686
+8%
减持
—
WEG SA
-$3.3M
1,257,922
-10%
建仓
CSL
CARLISLE COS INC COM
+$3.2M
8,754
减持
—
GERRESHEIMER AG
-$3.2M
137,775
-7%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$3.1M
50,292
+0%
减持
MDLZ
MONDELEZ INTL INC CL A
-$3.0M
59,577
-33%
增持
BALL
BALL CORP COM
+$3.0M
346,220
+46%
减持
ITUB
ITAU UNIBANCO HLDG S A SPON AD
-$2.8M
1,401,268
-5%
清仓
—
INTESA SANPAOLO S P A SPONSORE
-$2.7M
0
-100%
减持
AXAHY
AXA SA SPONSORED ADR
-$2.7M
165,183
-26%
增持
MET
METLIFE INC COM
+$2.7M
196,542
+21%
增持
—
HD HYUNDAI ELECTRI
+$2.6M
20,507
+87%
减持
—
ROCHE HLDGS AG
-$2.5M
49,429
-4%
减持
—
HYUNDAI MOTOR CO
-$2.5M
39,392
-10%
减持
EW
EDWARDS LIFESCIENCES COM
-$2.4M
152,532
-27%
减持
RHHBY
ROCHE HLDG LTD SPONSORED ADR
-$2.4M
296,210
-8%
增持
—
AIRTAC INTERNATION
+$2.4M
265,187
+72%
减持
—
CLICKS GROUP LTD
-$2.4M
268,017
-20%
减持
LOW
LOWES COS INC COM
-$2.4M
15,258
-33%
减持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
-$2.3M
12,595
-84%
减持
—
MITSUBISHI UFJ FIN
+$2.3M
2,913,818
-7%
建仓
ISNPY
INTESA SANPAOLO S P A SPONSORE
+$2.3M
94,755
减持
PRYMY
PRYSMIAN SPA UNSPONSORD ADR
-$2.2M
160,708
-21%
减持
—
MEITUAN
-$2.2M
710,470
-2%
增持
TCOM
TRIP COM GROUP LTD ADS
+$2.2M
225,606
+1%
清仓
—
HAPVIDA PARTICIPAC
-$2.1M
0
-100%
增持
LLY
ELI LILLY & CO COM
+$2.1M
24,028
+29%
增持
—
TENCENT HLDGS LTD
+$2.1M
138,224
+48%
减持
SBGSY
SCHNEIDER ELECTRIC SE UNSPONSO
-$2.0M
136,668
-19%
减持
OC
OWENS CORNING NEW COM
-$2.0M
25,532
-29%
增持
—
NASPERS LTD ORD SHS CL N
-$2.0M
100,336
+1%
减持
MELI
MERCADOLIBRE INC COM
-$2.0M
4,595
-4%
增持
EMR
EMERSON ELEC CO COM
+$2.0M
136,035
+0%
减持
ENPH
ENPHASE ENERGY INC COM
-$2.0M
44,531
-0%
减持
VRT
VERTIV HOLDINGS CO COM CL A
-$2.0M
177,598
-20%
减持
BKNG
BOOKING HOLDINGS INC COM
+$2.0M
2,800
-1%
减持
—
OVERSEA-CHINESE BK
-$1.9M
3,920,472
-8%
建仓
BDRFY
BEIERSDORF AG ADR
+$1.9M
74,897
减持
—
BDO UNIBANK INC
-$1.9M
4,222,251
-4%
减持
ES
EVERSOURCE ENERGY COM
-$1.9M
176,663
-0%
减持
CP
CANADIAN PACIFIC KANSAS CITY C
-$1.9M
85,774
-9%
增持
—
AIA GROUP LTD
-$1.8M
2,358,400
+12%
减持
—
COMPAGNIE FINANCIERE RICHEMONT
-$1.8M
118,245
-5%
增持
STLD
STEEL DYNAMICS INC COM
+$1.8M
66,493
+45%
减持
AMP
AMERIPRISE FINL INC COM
+$1.8M
29,999
-1%
减持
—
AON PLC SHS CL A
-$1.8M
13,989
-29%
增持
NTAP
NETAPP INC COM
+$1.8M
48,542
+55%
减持
URI
UNITED RENTALS INC COM
-$1.7M
10,862
-6%