MIDDLETON & CO INC/MA
BOSTON MA · SEC CIK 0000919497
$9.42亿2026Q2 申报市值
170持仓数
41.8%前十大占比 · 第一大 7.4%
10 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
APH 加仓+$283.63万
BMI 新建仓+$271.70万
UBER 加仓+$203.42万
NVDA 加仓+$157.15万
WCN 加仓+$117.70万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$424.63万
PANW 减仓-$327.41万
AVGO 减仓-$281.69万
ADBE 减仓-$159.14万
MRK 减仓-$152.54万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PSA | Public Storage | $95.65万 | 0.10% | 3,005 | -84 | -2.7% | -$2.67万 | 减仓 |
| DIS | Disney Walt Co Disney | $89.70万 | 0.10% | 9,320 | -150 | -1.6% | -$1.44万 | 减仓 |
| SBUX | Starbucks Corp | $85.22万 | 0.09% | 8,339 | -525 | -5.9% | -$5.36万 | 减仓 |
| IVE | IShares S&P 500 Value ETF | $84.13万 | 0.09% | 3,705 | 205 | 5.9% | $4.65万 | 加仓 |
| KLAC | Kla Corp New | $82.97万 | 0.09% | 2,750 | 0 | 0.0% | — | 不变 |
| AVY | Avery Dennison Corp | $81.21万 | 0.09% | 5,002 | 17 | 0.3% | $2,760 | 加仓 |
| GLDM | Spdr Gold Minishares Trust | $72.68万 | 0.08% | 9,151 | 0 | 0.0% | — | 不变 |
| NOC | Northrop Grumman Corp | $72.07万 | 0.08% | 1,415 | -5 | -0.4% | -$2,547 | 减仓 |
| ORCL | Oracle Corp | $70.34万 | 0.07% | 4,800 | 1,950 | 68.4% | $28.58万 | 加仓 |
| PFE | Pfizer Inc | $69.01万 | 0.07% | 28,658 | 28,658 | — | $69.01万 | 新建仓 |
| IBB | Ishares Biotechnology ETF | $68.47万 | 0.07% | 3,600 | 0 | 0.0% | — | 不变 |
| — | Ishares Large Cap Max Buffer J | $61.37万 | 0.07% | 21,067 | -2,000 | -8.7% | -$5.83万 | 减仓 |
| APD | Air Prods & Chems Inc | $57.99万 | 0.06% | 1,978 | -150 | -7.0% | -$4.40万 | 减仓 |
| BSY | Bentley Systems Inc Cl B | $55.58万 | 0.06% | 18,595 | 18,595 | — | $55.58万 | 新建仓 |
| CGW | Invesco S&P Global Water Index | $55.33万 | 0.06% | 8,418 | 0 | 0.0% | — | 不变 |
| IWP | Ishares Russell Mid Cap Growth | $54.73万 | 0.06% | 3,738 | -81 | -2.1% | -$1.19万 | 减仓 |
| PAYX | Paychex Inc | $52.46万 | 0.06% | 5,335 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Index Funds Small Cap | $52.44万 | 0.06% | 1,730 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis Inc | $51.57万 | 0.05% | 7,177 | -575 | -7.4% | -$4.13万 | 减仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $48.56万 | 0.05% | 9,600 | 0 | 0.0% | — | 不变 |
| RAL | Ralliant Corp | $47.56万 | 0.05% | 6,459 | -4,390 | -40.5% | -$32.32万 | 减仓 |
| PH | Parker Hannifin Corp | $44.99万 | 0.05% | 460 | -10 | -2.1% | -$9,781 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $44.47万 | 0.05% | 1,150 | 0 | 0.0% | — | 不变 |
| MTD | Mettler Toledo International | $44.07万 | 0.05% | 345 | 0 | 0.0% | — | 不变 |
| HEQT | Simplify Hedged Equity Etf | $43.69万 | 0.05% | 13,025 | 0 | 0.0% | — | 不变 |
| — | Euclidean Fundamental Value Et | $42.56万 | 0.05% | 11,000 | 11,000 | — | $42.56万 | 新建仓 |
| CI | The Cigna Group Com | $42.01万 | 0.04% | 1,524 | 0 | 0.0% | — | 不变 |
| STIP | Ishares 0-5 Year Tips Bond Etf | $41.90万 | 0.04% | 4,101 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America Corporation | $41.30万 | 0.04% | 7,249 | -100 | -1.4% | -$5,698 | 减仓 |
| GLD | SPDR Gold Trust Gold | $40.04万 | 0.04% | 1,087 | 0 | 0.0% | — | 不变 |
| TIP | Ishares TIPS Bond ETF | $38.13万 | 0.04% | 3,484 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola Co | $37.59万 | 0.04% | 4,625 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Sys Inc | $37.26万 | 0.04% | 3,172 | -25 | -0.8% | -$2,936 | 减仓 |
| NFLX | Netflix Inc | $36.76万 | 0.04% | 5,149 | 5,149 | — | $36.76万 | 新建仓 |
| AXP | American Express Co | $36.19万 | 0.04% | 1,070 | 0 | 0.0% | — | 不变 |
| WELL | Welltower Inc | $34.05万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| PLD | Prologis Inc | $33.87万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc | $32.81万 | 0.03% | 906 | 0 | 0.0% | — | 不变 |
| IGM | Ishares Expanded Tech Sector E | $32.72万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| — | Ishares Large Cap Max Buffer D | $32.26万 | 0.03% | 11,800 | -3,550 | -23.1% | -$9.71万 | 减仓 |
| CSX | Csx Corp | $32.20万 | 0.03% | 6,775 | 0 | 0.0% | — | 不变 |
| AGG | Ishares Core US Aggregate Bond | $32.17万 | 0.03% | 3,250 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco Qqq Tr | $30.93万 | 0.03% | 420 | -180 | -30.0% | -$13.26万 | 减仓 |
| ISRG | Intuitive Surgical Inc | $30.70万 | 0.03% | 772 | 0 | 0.0% | — | 不变 |
| CVS | CVS Health Corporation | $30.00万 | 0.03% | 2,900 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive Co | $29.52万 | 0.03% | 3,220 | 0 | 0.0% | — | 不变 |
| ANET | Arista Networks Inc | $27.18万 | 0.03% | 1,600 | 0 | 0.0% | — | 重新持有 |
| URI | United Rentals Inc | $25.49万 | 0.03% | 225 | -150 | -40.0% | -$16.99万 | 减仓 |
| VO | Vanguard Index Funds Mid Cap E | $25.27万 | 0.03% | 3,136 | 0 | 0.0% | — | 不变 |
| AZO | Autozone Inc | $25.25万 | 0.03% | 79 | 0 | 0.0% | — | 不变 |
| VLO | Valero Energy Corp | $25.03万 | 0.03% | 961 | -50 | -4.9% | -$1.30万 | 减仓 |
| VLTO | Veralto Corp | $24.85万 | 0.03% | 2,802 | -86 | -3.0% | -$7,626 | 减仓 |
| VTI | Vanguard Total Stock Market ET | $23.94万 | 0.03% | 647 | 0 | 0.0% | — | 不变 |
| VCIT | Vanguard Intermediate-Term Cor | $23.76万 | 0.03% | 2,875 | 0 | 0.0% | — | 不变 |
| ICE | Intercontinental Exchange Inc | $23.74万 | 0.03% | 1,928 | 0 | 0.0% | — | 不变 |
| EFA | iShares Tr MSCI EAFE Index | $23.53万 | 0.02% | 2,265 | 25 | 1.1% | $2,597 | 加仓 |
| FISV | Fiserv Inc | $23.31万 | 0.02% | 4,752 | 79 | 1.7% | $3,875 | 加仓 |
| CRWD | Crowdstrike Holdings Inc Cl A | $22.89万 | 0.02% | 300 | 300 | — | $22.89万 | 新建仓 |
| TJX | TJX Cos Inc | $22.51万 | 0.02% | 1,486 | 100 | 7.2% | $1.51万 | 加仓 |
| NXPI | Nxp Semiconductors N V | $22.48万 | 0.02% | 800 | -648 | -44.8% | -$18.21万 | 减仓 |
| WAT | Waters Corp | $21.79万 | 0.02% | 581 | 581 | — | $21.79万 | 新建仓 |
| AMD | Advanced Micro Devices Inc | $21.46万 | 0.02% | 369 | 369 | — | $21.46万 | 新建仓 |
| BKNG | Booking Holdings Inc | $21.39万 | 0.02% | 1,200 | -100 | -7.7% | -$1.78万 | 减仓 |
| STTK | Shattuck Laboratories Inc | $20.82万 | 0.02% | 30,000 | 30,000 | — | $20.82万 | 新建仓 |
| EPD | Enterprise Products Partners L | $20.59万 | 0.02% | 5,600 | 0 | 0.0% | — | 不变 |
| NYF | Ishares New York Muni Bond ETF | $20.48万 | 0.02% | 3,800 | 0 | 0.0% | — | 不变 |
| MAR | Marriott Intl Inc New | $20.38万 | 0.02% | 550 | 550 | — | $20.38万 | 新建仓 |
| MCD | McDonalds Corp | $20.18万 | 0.02% | 746 | 0 | 0.0% | — | 不变 |
| ACN | Accenture Ltd Bermuda Cl A | $20.10万 | 0.02% | 1,615 | 0 | 0.0% | — | 不变 |
| ARRY | Array Technologies Inc | $8.97万 | 0.01% | 12,100 | -3,500 | -22.4% | -$2.59万 | 减仓 |
| XHLF | Bondbloxx Bloomberg Six Month | $0 | 0.00% | 0 | -8,000 | -100.0% | -$40.26万 | 清仓 |
| DVY | Ishares Select Dividend ETF | $0 | 0.00% | 0 | -1,675 | -100.0% | -$25.36万 | 清仓 |
| NKE | Nike Inc | $0 | 0.00% | 0 | -4,513 | -100.0% | -$23.84万 | 清仓 |
| IGSB | iShares Sh Tr Crport ETF | $0 | 0.00% | 0 | -4,511 | -100.0% | -$23.71万 | 清仓 |
| EPAM | Epam Sys Inc | $0 | 0.00% | 0 | -1,555 | -100.0% | -$21.05万 | 清仓 |