MIDDLETON & CO INC/MA
BOSTON MA · SEC CIK 0000919497
$8.77亿2026Q1 申报市值
164持仓数
39.6%前十大占比 · 第一大 6.8%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
APH 新建仓+$232.46万
IQLT 加仓+$202.67万
UBER 加仓+$169.11万
VGIT 加仓+$154.23万
BSX 新建仓+$149.08万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$399.97万
MRK 减仓-$279.17万
ADBE 减仓-$245.73万
FTV 减仓-$207.03万
IQV 减仓-$193.65万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KKR | Kkr & Co Inc | $0 | 0.00% | 0 | -2,622 | -100.0% | -$33.43万 | 清仓 |
| BX | Blackstone Inc | $0 | 0.00% | 0 | -1,500 | -100.0% | -$23.12万 | 清仓 |
| WFC | Wells Fargo & Co | $0 | 0.00% | 0 | -2,310 | -100.0% | -$21.53万 | 清仓 |
| ANET | Arista Networks Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARRY | Array Technologies Inc | $11.28万 | 0.01% | 15,600 | -1,650 | -9.6% | -$1.19万 | 减仓 |
| NYF | Ishares New York Muni Bond ETF | $20.19万 | 0.02% | 3,800 | 0 | 0.0% | — | 不变 |
| VTI | Vanguard Total Stock Market ET | $20.76万 | 0.02% | 647 | -50 | -7.2% | -$1.60万 | 减仓 |
| CVS | CVS Health Corporation | $20.83万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| EPAM | Epam Sys Inc | $21.05万 | 0.02% | 1,555 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Products Partners L | $21.19万 | 0.02% | 5,600 | 5,600 | — | $21.19万 | 新建仓 |
| EFA | iShares Tr MSCI EAFE Index | $21.76万 | 0.02% | 2,240 | 5 | 0.2% | $486 | 加仓 |
| BKNG | Booking Holdings Inc | $21.89万 | 0.02% | 52 | 0 | 0.0% | — | 不变 |
| TJX | TJX Cos Inc | $22.13万 | 0.03% | 1,386 | 0 | 0.0% | — | 不变 |
| VO | Vanguard Index Funds Mid Cap E | $22.51万 | 0.03% | 784 | 0 | 0.0% | — | 不变 |
| MCD | McDonalds Corp | $23.20万 | 0.03% | 746 | 0 | 0.0% | — | 不变 |
| IGM | Ishares Expanded Tech Sector E | $23.70万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| IGSB | iShares Sh Tr Crport ETF | $23.71万 | 0.03% | 4,511 | 0 | 0.0% | — | 不变 |
| VCIT | Vanguard Intermediate-Term Cor | $23.79万 | 0.03% | 2,875 | 0 | 0.0% | — | 不变 |
| NKE | Nike Inc | $23.84万 | 0.03% | 4,513 | -1,640 | -26.7% | -$8.66万 | 减仓 |
| CSCO | Cisco Sys Inc | $24.81万 | 0.03% | 3,197 | 0 | 0.0% | — | 不变 |
| VLO | Valero Energy Corp | $24.98万 | 0.03% | 1,011 | 1,011 | — | $24.98万 | 新建仓 |
| DVY | Ishares Select Dividend ETF | $25.36万 | 0.03% | 1,675 | 0 | 0.0% | — | 不变 |
| VLTO | Veralto Corp | $25.54万 | 0.03% | 2,888 | -2,100 | -42.1% | -$18.57万 | 减仓 |
| FISV | Fiserv Inc | $26.08万 | 0.03% | 4,673 | -3,705 | -44.2% | -$20.67万 | 减仓 |
| AZO | Autozone Inc | $26.68万 | 0.03% | 79 | 0 | 0.0% | — | 不变 |
| URI | United Rentals Inc | $27.32万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive Co | $27.44万 | 0.03% | 3,220 | 0 | 0.0% | — | 不变 |
| CSX | Csx Corp | $27.81万 | 0.03% | 6,775 | 0 | 0.0% | — | 不变 |
| NXPI | Nxp Semiconductors N V | $28.51万 | 0.03% | 1,448 | 0 | 0.0% | — | 不变 |
| WELL | Welltower Inc | $29.66万 | 0.03% | 1,500 | -200 | -11.8% | -$3.95万 | 减仓 |
| ICE | Intercontinental Exchange Inc | $30.32万 | 0.03% | 1,928 | -200 | -9.4% | -$3.15万 | 减仓 |
| AMGN | Amgen Inc | $31.88万 | 0.04% | 906 | 0 | 0.0% | — | 不变 |
| ACN | Accenture Ltd Bermuda Cl A | $32.02万 | 0.04% | 1,615 | 0 | 0.0% | — | 不变 |
| AGG | Ishares Core US Aggregate Bond | $32.26万 | 0.04% | 3,250 | 0 | 0.0% | — | 不变 |
| AXP | American Express Co | $32.37万 | 0.04% | 1,070 | -15 | -1.4% | -$4,537 | 减仓 |
| PLD | Prologis Inc | $33.05万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $33.67万 | 0.04% | 1,150 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco Qqq Tr | $34.63万 | 0.04% | 600 | -110 | -15.5% | -$6.35万 | 减仓 |
| KO | Coca-Cola Co | $35.17万 | 0.04% | 4,625 | -700 | -13.1% | -$5.32万 | 减仓 |
| ISRG | Intuitive Surgical Inc | $35.59万 | 0.04% | 772 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America Corporation | $35.83万 | 0.04% | 7,349 | 575 | 8.5% | $2.80万 | 加仓 |
| TIP | Ishares TIPS Bond ETF | $38.45万 | 0.04% | 3,484 | 0 | 0.0% | — | 不变 |
| XHLF | Bondbloxx Bloomberg Six Month | $40.26万 | 0.05% | 8,000 | 0 | 0.0% | — | 不变 |
| KLAC | Kla Corp New | $40.49万 | 0.05% | 275 | 25 | 10.0% | $3.68万 | 加仓 |
| CI | The Cigna Group Com | $40.65万 | 0.05% | 1,524 | 0 | 0.0% | — | 不变 |
| — | Ishares Large Cap Max Buffer D | $40.79万 | 0.05% | 15,350 | 5,800 | 60.7% | $15.41万 | 加仓 |
| HEQT | Simplify Hedged Equity Etf | $41.03万 | 0.05% | 13,025 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp | $41.93万 | 0.05% | 2,850 | -450 | -13.6% | -$6.62万 | 减仓 |
| PH | Parker Hannifin Corp | $42.08万 | 0.05% | 470 | -80 | -14.5% | -$7.16万 | 减仓 |
| STIP | Ishares 0-5 Year Tips Bond Etf | $42.42万 | 0.05% | 4,101 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machine | $43.07万 | 0.05% | 1,777 | 0 | 0.0% | — | 不变 |
| MTD | Mettler Toledo International | $43.51万 | 0.05% | 345 | 0 | 0.0% | — | 不变 |
| RAL | Ralliant Corp | $45.12万 | 0.05% | 10,849 | -7,540 | -41.0% | -$31.36万 | 减仓 |
| VB | Vanguard Index Funds Small Cap | $45.31万 | 0.05% | 1,730 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Trust Gold | $46.77万 | 0.05% | 1,087 | -25 | -2.2% | -$1.08万 | 减仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $47.89万 | 0.05% | 9,600 | 500 | 5.5% | $2.49万 | 加仓 |
| IWP | Ishares Russell Mid Cap Growth | $48.93万 | 0.06% | 3,819 | 0 | 0.0% | — | 不变 |
| PAYX | Paychex Inc | $49.15万 | 0.06% | 5,335 | -75 | -1.4% | -$6,909 | 减仓 |
| CGW | Invesco S&P Global Water Index | $53.82万 | 0.06% | 8,418 | 0 | 0.0% | — | 不变 |
| IBB | Ishares Biotechnology ETF | $60.79万 | 0.07% | 3,600 | 0 | 0.0% | — | 不变 |
| APD | Air Prods & Chems Inc | $61.82万 | 0.07% | 2,128 | -220 | -9.4% | -$6.39万 | 减仓 |
| — | Ishares Large Cap Max Buffer J | $64.96万 | 0.07% | 23,067 | -12,800 | -35.7% | -$36.04万 | 减仓 |
| IGV | Ishares Expanded Tech-Software | $67.57万 | 0.08% | 8,441 | 5,941 | 237.6% | $47.56万 | 加仓 |
| IVE | IShares S&P 500 Value ETF | $73.90万 | 0.08% | 3,500 | 100 | 2.9% | $2.11万 | 加仓 |
| SBUX | Starbucks Corp | $79.41万 | 0.09% | 8,864 | -35 | -0.4% | -$3,136 | 减仓 |
| IVW | Ishares S&P 500 Growth ETF | $83.30万 | 0.09% | 7,365 | 75 | 1.0% | $8,483 | 加仓 |
| PSA | Public Storage | $83.67万 | 0.10% | 3,089 | -120 | -3.7% | -$3.25万 | 减仓 |
| GLDM | Spdr Gold Minishares Trust | $84.82万 | 0.10% | 9,151 | 0 | 0.0% | — | 不变 |
| AVY | Avery Dennison Corp | $86.08万 | 0.10% | 4,985 | 325 | 7.0% | $5.61万 | 加仓 |
| DIS | Disney Walt Co Disney | $91.27万 | 0.10% | 9,470 | -564 | -5.6% | -$5.44万 | 减仓 |
| ZTS | Zoetis Inc | $91.64万 | 0.10% | 7,752 | 763 | 10.9% | $9.02万 | 加仓 |
| ADP | Automatic Data Processing Inc | $94.60万 | 0.11% | 4,656 | 0 | 0.0% | — | 不变 |
| NOC | Northrop Grumman Corp | $96.88万 | 0.11% | 1,420 | -200 | -12.3% | -$13.64万 | 减仓 |
| AVUV | Avantis U.S. Small Cap Value E | $101.46万 | 0.12% | 9,184 | 28 | 0.3% | $3,093 | 加仓 |
| MRSH | Marsh Com | $106.08万 | 0.12% | 6,116 | 3,673 | 150.3% | $63.71万 | 加仓 |
| BLK | Blackrock Inc | $108.77万 | 0.12% | 1,131 | 0 | 0.0% | — | 不变 |
| AVDV | Avantis International Small Ca | $109.67万 | 0.13% | 10,982 | 10,982 | — | $109.67万 | 新建仓 |
| WMT | Wal Mart Stores Inc | $116.77万 | 0.13% | 9,396 | -650 | -6.5% | -$8.08万 | 减仓 |
| IWM | iShares Tr Russell 2000 | $119.76万 | 0.14% | 4,829 | -1 | -0.0% | -$248 | 减仓 |
| IWD | Ishares Russell 1000 Value ETF | $121.70万 | 0.14% | 5,696 | 0 | 0.0% | — | 不变 |
| EOG | Eog Res Inc | $135.43万 | 0.15% | 9,368 | -210 | -2.2% | -$3.04万 | 减仓 |
| UNP | Union Pacific Corp | $136.91万 | 0.16% | 5,643 | -185 | -3.2% | -$4.49万 | 减仓 |
| RNR | Renaissancere Hldgs Ltd | $137.47万 | 0.16% | 4,625 | -3,246 | -41.2% | -$96.48万 | 减仓 |
| XPO | Xpo Inc Com | $144.55万 | 0.16% | 7,430 | -20 | -0.3% | -$3,891 | 减仓 |
| MDY | State Str Spdr S&P Midcap 400 | $145.12万 | 0.17% | 2,353 | 0 | 0.0% | — | 不变 |
| BSX | Boston Scientific Corp | $149.08万 | 0.17% | 23,757 | 23,757 | — | $149.08万 | 新建仓 |
| ISHG | Ishares 1-3 Year International | $156.48万 | 0.18% | 21,093 | 3,250 | 18.2% | $24.11万 | 加仓 |
| PNC | Pnc Finl Svcs Group Inc | $165.49万 | 0.19% | 7,953 | -25 | -0.3% | -$5,202 | 减仓 |
| LOW | Lowes Cos Inc | $178.44万 | 0.20% | 7,552 | -175 | -2.3% | -$4.13万 | 减仓 |
| KR | Kroger Co | $180.29万 | 0.21% | 24,916 | 970 | 4.1% | $7.02万 | 加仓 |
| MKC | Mccormick & Co Inc | $185.31万 | 0.21% | 36,738 | 13,063 | 55.2% | $65.89万 | 加仓 |
| PG | Procter & Gamble Co | $200.57万 | 0.23% | 13,886 | 1,125 | 8.8% | $16.25万 | 加仓 |
| MA | Mastercard Incorporated | $201.49万 | 0.23% | 4,033 | 0 | 0.0% | — | 不变 |
| APTV | Aptiv Plc | $204.97万 | 0.23% | 29,517 | -430 | -1.4% | -$2.99万 | 减仓 |
| ROP | Roper Industries Inc | $209.38万 | 0.24% | 5,917 | -555 | -8.6% | -$19.64万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc Del | $215.44万 | 0.25% | 3 | 0 | 0.0% | — | 不变 |
| ROL | Rollins Inc | $216.74万 | 0.25% | 40,580 | 90 | 0.2% | $4,807 | 加仓 |
| RTX | RTX Corporation | $219.94万 | 0.25% | 11,402 | -165 | -1.4% | -$3.18万 | 减仓 |
| UBER | Uber Technologies Inc | $220.25万 | 0.25% | 30,620 | 23,510 | 330.7% | $169.11万 | 加仓 |
| IWR | iShares Tr Russell Mid Cap | $228.27万 | 0.26% | 23,478 | -200 | -0.8% | -$1.94万 | 减仓 |