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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 6
增持 68
减持 10
清仓 66
方向
标的
Δ市值
现股数(环比)
增持
TSM
Taiwan Semiconductor Manufacturing Co., Ltd.
+$151.9M
873,961
+115%
增持
NVDA
NVIDIA Corp.
+$71.2M
800,203
+91%
增持
AAPL
Apple Inc.
+$68.2M
496,737
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。
+89%
增持
MSFT
Microsoft Corp.
+$63.7M
290,430
+96%
增持
GOOGL
Alphabet Inc.
+$52.1M
324,377
+60%
增持
HDB
HDFC Bank Ltd.
+$51.7M
2,208,191
+160%
清仓
—
MITSUBISHI UFJ FIN
-$48.0M
0
-100%
增持
GOOG
Alphabet Inc.
+$42.6M
255,923
+65%
清仓
—
SIEMENS AG
-$41.4M
0
-100%
清仓
—
SCHNEIDER ELECTRIC
-$41.2M
0
-100%
减持
—
Intesa Sanpaolo S.p.A.
-$39.9M
176,316
-97%
建仓
NUSC
NuShares ETF Trust
+$39.7M
889,652
清仓
—
PRYSMIAN SPA
-$38.7M
0
-100%
清仓
—
SONY GROUP CORPORA
-$38.7M
0
-100%
清仓
—
NASPERS
-$38.4M
0
-100%
增持
AVGO
Broadcom Inc
+$38.4M
235,991
+80%
清仓
—
OVERSEA-CHINESE BK
-$37.5M
0
-100%
清仓
—
SINGAPORE TELECOMM
-$37.3M
0
-100%
建仓
—
Spotify Technology S.A.
+$37.3M
64,160
减持
—
Mitsubishi Electric Corp.
-$35.7M
21,964
-98%
增持
V
Visa Inc
+$34.2M
192,137
+97%
减持
—
ORIX Corp.
-$34.1M
33,438
-97%
增持
LLY
Eli Lilly & Co.
+$34.1M
56,766
+61%
清仓
—
SSE PLC
-$33.7M
0
-100%
清仓
—
ING GROEP N.V.
-$32.7M
0
-100%
增持
MS
Morgan Stanley
+$32.7M
387,205
+71%
清仓
—
DEUTSCHE TELEKOM
-$32.3M
0
-100%
清仓
—
SK HYNIX INC
-$31.6M
0
-100%
清仓
—
AXA SA
-$30.5M
0
-100%
清仓
—
ALPHA BANK S.A.
-$29.5M
0
-100%
清仓
—
ROCHE HLDGS AG
-$28.3M
0
-100%
清仓
—
ASM INTL NV
-$28.3M
0
-100%
清仓
—
HOYA CORP
-$27.8M
0
-100%
增持
MRK
Merck & Co., Inc
+$27.5M
458,687
+85%
增持
—
CRH Plc
+$26.6M
459,946
+79%
清仓
—
ALIBABA GROUP HLDG
-$26.4M
0
-100%
增持
TCOM
Trip.com Group Ltd.
+$26.1M
535,237
+225%
减持
—
Prosus NV
-$24.9M
7,106
-98%
清仓
—
RELX PLC
-$24.0M
0
-100%
清仓
—
INDITEX
-$23.2M
0
-100%
清仓
—
ASSA ABLOY
-$23.1M
0
-100%
增持
NFLX
Netflix, Inc.
+$22.8M
693,089
+1870%
清仓
—
HANNOVER RUECK SE
-$22.7M
0
-100%
建仓
UL
Unilever PLC
+$22.3M
341,353
清仓
—
PING AN INSURANCE
-$22.1M
0
-100%
清仓
—
BYD COMPANY LTD
-$22.0M
0
-100%
清仓
—
UNILEVER PLC
-$21.8M
0
-100%
减持
—
Atlas Copco AB
-$21.7M
57,766
-96%
清仓
—
DELTA ELECTRONIC
-$21.5M
0
-100%
减持
—
AstraZeneca PLC
-$21.3M
83,424
-57%
清仓
—
AJINOMOTO CO INC
-$21.1M
0
-100%
清仓
—
NESTLE SA
-$20.9M
0
-100%
清仓
—
ASHTEAD GROUP
-$20.2M
0
-100%
增持
RHHBY
Roche Holding AG
+$20.1M
678,786
+84%
清仓
—
TECHTRONIC INDUSTR
-$19.8M
0
-100%
减持
—
TDK Corp.
-$19.7M
24,812
-98%
增持
XYL
Xylem, Inc.
+$19.6M
279,260
+124%
清仓
—
ADVANTEST CORP
-$19.5M
0
-100%
增持
DHR
Danaher Corporation
+$19.3M
158,974
+84%
增持
VRT
Vertiv Holdings Co
+$18.6M
258,691
+67%
清仓
—
KURITA WATER INDS
-$18.3M
0
-100%
增持
—
Chubb Ltd.
+$18.1M
114,374
+84%
清仓
—
SAP SE
-$17.8M
0
-100%
清仓
—
AIA GROUP LTD
-$17.7M
0
-100%
增持
CL
Colgate-Palmolive Co.
+$17.5M
520,409
+76%
增持
HUBB
Hubbell Incorporated
+$17.5M
92,464
+69%
增持
BNY
The Bank of New York Mellon Corp.
+$17.5M
252,897
+131%
清仓
—
KON AHOLD DELHAIZE
-$16.8M
0
-100%
增持
WAB
Wabtec Corp
+$16.3M
159,984
+80%
清仓
—
NOVO NORDISK A/S
-$16.3M
0
-100%
清仓
—
NOVARTIS AG
-$16.2M
0
-100%
减持
—
Keyence Corp.
-$16.2M
2,742
-94%
清仓
—
HD HYUNDAI ELECTRI
-$15.9M
0
-100%
清仓
—
MACQUARIE GP LTD
-$15.8M
0
-100%
增持
CBRE
CBRE Group Inc.
+$15.7M
207,226
+86%
清仓
—
ADYEN NV
-$15.6M
0
-100%
增持
CRM
Salesforce Inc.
+$15.5M
160,614
+41%
增持
NVS
Novartis AG
+$15.3M
226,532
+82%
增持
MELI
Mercadolibre Inc
+$15.0M
14,345
+141%
减持
—
ConvaTec Group PLC
-$14.9M
96,686
-98%
增持
EW
Edwards Lifesciences Corporation
+$14.5M
294,256
+117%
清仓
—
T&D HOLDINGS INC
-$14.5M
0
-100%
清仓
—
JERONIMO MARTINS
-$14.5M
0
-100%
增持
ITUB
Itau Unibanco Holding SA
+$14.4M
3,561,867
+135%
清仓
—
L'OREAL
-$14.0M
0
-100%
增持
SQM
Sociedad Quimica y Minera de Chile S A
+$14.0M
243,413
+278%
增持
INTU
Intuit Inc
+$13.6M
44,528
+91%
增持
TJX
The TJX Companies Inc.
+$13.4M
254,568
+43%
增持
BAC
Bank of America Corp.
+$13.3M
482,180
+88%
增持
AMAT
Applied Materials Inc.
+$13.0M
52,629
+2060%
清仓
—
CHINA MERCHANTS BK
-$13.0M
0
-100%
增持
ECL
Ecolab Inc.
+$12.8M
104,954
+95%
清仓
—
ACCTON TECHNOLOGY
-$12.7M
0
-100%
增持
ADI
Analog Devices Inc.
+$12.6M
86,310
+96%
增持
AMGN
Amgen Inc.
+$12.5M
78,087
+69%
清仓
—
UNILEVER PLC SPON ADR NEW
-$12.4M
0
-100%
增持
CMI
Cummins Inc.
+$12.4M
42,643
+92%
清仓
—
BT GROUP
-$12.3M
0
-100%
清仓
—
BHARTI AIRTEL LTD
-$12.2M
0
-100%
增持
STLD
Steel Dynamics, Inc.
+$12.2M
128,383
+87%
清仓
—
MERCEDES-BENZ
-$12.2M
0
-100%
增持
WM
Waste Management, Inc.
+$12.1M
117,231
+90%
清仓
—
SAGE GROUP
-$12.1M
0
-100%
增持
FITB
Fifth Third Bancorp
+$11.9M
516,428
+87%
增持
DGX
Quest Diagnostics Incorporated
+$11.4M
169,146
+80%
清仓
—
TAYLOR WIMPEY PLC
-$11.2M
0
-100%
建仓
AZO
Autozone, Inc.
+$11.0M
3,247
增持
RL
Ralph Lauren Corp.
+$11.0M
58,687
+88%
增持
CME
CME Group Inc.
+$11.0M
92,351
+75%
增持
TMUS
T-Mobile US Inc
+$10.9M
178,914
+69%
清仓
—
TENCENT HLDGS LTD
-$10.7M
0
-100%
增持
AWK
American Water Works Company, Inc.
+$10.4M
261,308
+54%
减持
—
Kyowa Kirin Co Ltd.
-$10.3M
24,984
-96%
清仓
—
STRAUMANN HOLDING AG-REG
-$10.3M
0
-100%
增持
CIB
Bancolombia SA
+$10.2M
323,349
+63%
清仓
—
CONTEMPORARY AMPER
-$10.1M
0
-100%
清仓
—
DSM FIRMENICH AG
-$10.0M
0
-100%
增持
GILD
Gilead Sciences Inc.
+$9.9M
198,337
+53%
清仓
—
AMADEUS IT GROUP
-$9.9M
0
-100%
清仓
—
BDO UNIBANK INC
-$9.9M
0
-100%
增持
FSLR
First Solar Inc
+$9.8M
77,379
+64%
增持
MUFG
Mitsubishi UFJ Financial Group Inc.
+$9.7M
1,186,368
+107%
清仓
—
VESTAS WIND SYSTEM
-$9.6M
0
-100%
增持
—
Topbuild Corporation
+$9.6M
50,067
+73%
增持
VZ
Verizon Communications Inc.
+$9.5M
711,709
+61%
增持
MU
Micron Technology Inc.
+$9.5M
57,719
+39%
增持
COST
Costco Wholesale Corporation
+$9.5M
25,440
+89%
增持
EMR
Emerson Electric Co.
+$9.4M
181,190
+62%
清仓
—
LONDON STOCK EXCH
-$9.3M
0
-100%
清仓
—
WEG SA
-$9.2M
0
-100%
清仓
—
BEIERSDORF AG
-$9.1M
0
-100%
增持
HOCPY
HOYA Corp.
+$9.1M
99,846
+131%
清仓
—
ADVANCED INFO SERV
-$8.9M
0
-100%
增持
SAP
SAP SE
+$8.8M
90,162
+84%
增持
INFY
Infosys Ltd.
+$8.8M
849,563
+117%
清仓
—
TRYG A/S
-$8.7M
0
-100%
增持
SIEGY
Siemens AG
+$8.5M
110,866
+110%
增持
—
Aon PLC
+$8.3M
63,200
+61%
建仓
SCBFY
Standard Chartered PLC
+$8.2M
167,956
增持
MET
MetLife Inc.
+$8.2M
294,147
+61%
清仓
—
ADVANCED MICRO-FAB
-$7.9M
0
-100%
清仓
—
SABESP CIA SANEAME
-$7.6M
0
-100%
增持
ING
ING Groep N.V.
+$7.5M
520,834
+91%
增持
MIELY
Mitsubishi Electric Corp.
+$7.5M
247,936
+82%
增持
SCHW
The Charles Schwab Corporation
+$7.4M
188,030
+58%
增持
SGAPY
Singapore Telecommunications Ltd.
+$7.4M
403,613
+88%
增持
SONY
Sony Group Corp.
+$7.3M
581,302
+121%
增持
HD
Home Depot Inc.
+$7.2M
54,726
+90%
建仓
—
Ashtead Group PLC
+$7.2M
101,144
清仓
—
SUNGROW POWER SUPP
-$7.1M
0
-100%