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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc Cap Stock Cl A | $5,974.15万 | 6.81% | 207,753 | -13,909 | -6.3% | -$399.97万 | 减仓 |
| AAPL | Apple Inc | $5,686.80万 | 6.49% | 224,075 | -3,336 | -1.5% | -$84.66万 | 减仓 |
| AMZN | Amazon.com Inc | $5,109.68万 | 5.83% | 245,339 | -1,363 | -0.6% | -$28.39万 | 减仓 |
| AVGO | Broadcom Inc Com | $3,981.69万 | 4.54% | 128,645 | -679 | -0.5% | -$21.02万 | 减仓 |
| IVV | iShares Tr S&P 500 Index | $3,165.47万 | 3.61% | 48,460 | 607 | 1.3% | $39.65万 | 加仓 |
| COST | Costco Wholesale Corp | $2,442.85万 | 2.79% | 24,516 | -149 | -0.6% | -$14.85万 | 减仓 |
| V | VISA INC COM CL | $2,136.38万 | 2.44% | 70,685 | -426 | -0.6% | -$12.88万 | 减仓 |
| MSFT | Microsoft Corp | $2,115.18万 | 2.41% | 57,141 | -522 | -0.9% | -$19.32万 | 减仓 |
| JPM | JPMorgan Chase & Co | $2,106.36万 | 2.40% | 71,606 | -977 | -1.3% | -$28.74万 | 减仓 |
| — | Exxon Mobil Corp | $1,965.10万 | 2.24% | 115,826 | 1,427 | 1.2% | $24.21万 | 加仓 |
| ORLY | O'Reilly Automotive Inc | $1,850.84万 | 2.11% | 200,503 | -1,243 | -0.6% | -$11.47万 | 减仓 |
| ABBV | Abbvie Inc | $1,697.47万 | 1.94% | 78,048 | -1,350 | -1.7% | -$29.36万 | 减仓 |
| PANW | Palo Alto Networks Inc | $1,623.46万 | 1.85% | 101,264 | 4,155 | 4.3% | $66.61万 | 加仓 |
| NEE | Nextera Energy Inc | $1,609.76万 | 1.84% | 173,316 | -3,665 | -2.1% | -$34.04万 | 减仓 |
| MRK | Merck & Co Inc | $1,469.28万 | 1.68% | 122,145 | -23,208 | -16.0% | -$279.17万 | 减仓 |
| IEF | Ishares 7-10 Year Treasury Bon | $1,302.26万 | 1.49% | 136,448 | 6,055 | 4.6% | $57.79万 | 加仓 |
| DHR | Danaher Corp | $1,297.11万 | 1.48% | 68,413 | -240 | -0.3% | -$4.55万 | 减仓 |
| NVDA | Nvidia Corporation | $1,286.06万 | 1.47% | 73,742 | 5,003 | 7.3% | $87.25万 | 加仓 |
| EQIX | Equinix Inc | $1,211.04万 | 1.38% | 12,355 | 189 | 1.6% | $18.53万 | 加仓 |
| LLY | Lilly Eli & Co | $1,192.57万 | 1.36% | 12,966 | 286 | 2.3% | $26.31万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $1,191.72万 | 1.36% | 24,869 | -215 | -0.9% | -$10.30万 | 减仓 |
| NOW | ServiceNow Inc | $1,146.51万 | 1.31% | 109,661 | 10,871 | 11.0% | $113.66万 | 加仓 |
| CRM | Salesforce Inc | $1,124.05万 | 1.28% | 60,216 | -643 | -1.1% | -$12.00万 | 减仓 |
| QCOM | Qualcomm Inc | $1,102.98万 | 1.26% | 85,648 | -800 | -0.9% | -$10.30万 | 减仓 |
| SPGI | S&P Global Inc | $1,096.36万 | 1.25% | 25,776 | 613 | 2.4% | $26.07万 | 加仓 |
| VGSH | Vanguard Short-Term Treasury E | $1,078.48万 | 1.23% | 184,229 | 6,025 | 3.4% | $35.27万 | 加仓 |
| STE | Steris Plc Shs Usd | $1,064.81万 | 1.21% | 48,153 | -331 | -0.7% | -$7.32万 | 减仓 |
| VGIT | Vanguard Intermediate-Term Gov | $1,021.40万 | 1.16% | 171,520 | 25,900 | 17.8% | $154.23万 | 加仓 |
| INTU | Intuit | $999.39万 | 1.14% | 23,114 | -253 | -1.1% | -$10.94万 | 减仓 |
| XYL | Xylem Inc | $983.40万 | 1.12% | 82,293 | 1,171 | 1.4% | $13.99万 | 加仓 |
| ETN | Eaton Corp Plc | $948.76万 | 1.08% | 26,526 | 2,759 | 11.6% | $98.68万 | 加仓 |
| IQLT | Ishares Msci Intl Quality Fact | $926.01万 | 1.06% | 200,306 | 43,839 | 28.0% | $202.67万 | 加仓 |
| AMT | American Tower REIT | $882.11万 | 1.01% | 51,113 | -259 | -0.5% | -$4.47万 | 减仓 |
| VRSK | Verisk Analytics Inc Cl A | $866.68万 | 0.99% | 45,675 | 399 | 0.9% | $7.57万 | 加仓 |
| GOOG | Alphabet Inc Cap Stock Cl C | $851.61万 | 0.97% | 29,687 | -3,679 | -11.0% | -$105.54万 | 减仓 |
| SNPS | Synopsys Inc | $826.98万 | 0.94% | 20,858 | 1,688 | 8.8% | $66.93万 | 加仓 |
| SYK | Stryker Corp | $807.18万 | 0.92% | 24,565 | 1,186 | 5.1% | $38.97万 | 加仓 |
| ECL | Ecolab Inc | $793.62万 | 0.91% | 29,833 | -975 | -3.2% | -$25.94万 | 减仓 |
| META | Meta Platforms Inc Cl A | $792.78万 | 0.90% | 13,857 | -552 | -3.8% | -$31.58万 | 减仓 |
| IDXX | Idexx Labs Inc | $739.22万 | 0.84% | 13,156 | 21 | 0.2% | $1.18万 | 加仓 |
| MDLZ | Mondelez Intl Inc Cl A | $701.72万 | 0.80% | 121,741 | 3,505 | 3.0% | $20.20万 | 加仓 |
| MSCI | MSCI Inc Cl A | $667.24万 | 0.76% | 12,379 | -110 | -0.9% | -$5.93万 | 减仓 |
| AWK | American Wtr Wks Co Inc New | $661.32万 | 0.75% | 48,594 | 6,843 | 16.4% | $93.13万 | 加仓 |
| IQV | Iqvia Holdings Inc | $585.80万 | 0.67% | 34,349 | -11,355 | -24.8% | -$193.65万 | 减仓 |
| WCN | Waste Connections Inc | $565.34万 | 0.64% | 34,803 | 8,395 | 31.8% | $136.37万 | 加仓 |
| CB | Chubb Limited | $565.20万 | 0.64% | 17,341 | -345 | -2.0% | -$11.24万 | 减仓 |
| IJR | iShares Tr S&P Small Cap 600 | $555.42万 | 0.63% | 44,680 | 770 | 1.8% | $9.57万 | 加仓 |
| PEP | PepsiCo Inc | $550.24万 | 0.63% | 35,433 | 1,867 | 5.6% | $28.99万 | 加仓 |
| IJH | iShares Tr S&P Mid Cap 400 | $539.09万 | 0.61% | 79,830 | 685 | 0.9% | $4.63万 | 加仓 |
| PAAA | Pgim Aaa Clo Etf | $527.41万 | 0.60% | 103,050 | 12,625 | 14.0% | $64.61万 | 加仓 |
| ODFL | Old Dominion Freight Line Inc | $516.60万 | 0.59% | 26,438 | -250 | -0.9% | -$4.88万 | 减仓 |
| EXC | Exelon Corp | $482.51万 | 0.55% | 98,431 | 1,495 | 1.5% | $7.33万 | 加仓 |
| ADBE | Adobe Inc | $473.22万 | 0.54% | 19,468 | -10,109 | -34.2% | -$245.73万 | 减仓 |
| VCSH | Vanguard Short-Term Corp Bd Id | $442.49万 | 0.50% | 55,821 | -3,650 | -6.1% | -$28.93万 | 减仓 |
| CEG | Constellation Energy Corp | $426.61万 | 0.49% | 15,277 | -4,017 | -20.8% | -$112.17万 | 减仓 |
| SPY | State Street Spdr S&P 500 Etf | $338.18万 | 0.39% | 5,200 | -98 | -1.8% | -$6.37万 | 减仓 |
| ABT | Abbott Laboratories | $332.19万 | 0.38% | 32,355 | 345 | 1.1% | $3.54万 | 加仓 |
| LRCX | Lam Research Corp New | $329.70万 | 0.38% | 15,431 | -725 | -4.5% | -$15.49万 | 减仓 |
| IWF | iShares Tr Russell 1000 Growth | $310.02万 | 0.35% | 7,271 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corp | $306.76万 | 0.35% | 14,826 | -305 | -2.0% | -$6.31万 | 减仓 |
| WSO | Watsco Inc | $267.02万 | 0.30% | 7,340 | -170 | -2.3% | -$6.18万 | 减仓 |
| USFR | Wisdomtree Floating Rate Treas | $260.16万 | 0.30% | 51,681 | -1,849 | -3.5% | -$9.31万 | 减仓 |
| FTV | Fortive Corp | $257.76万 | 0.29% | 46,628 | -37,452 | -44.5% | -$207.03万 | 减仓 |
| JNJ | Johnson & Johnson | $257.59万 | 0.29% | 10,538 | 0 | 0.0% | — | 不变 |
| BR | Broadridge Financial Solutions | $254.61万 | 0.29% | 15,670 | -555 | -3.4% | -$9.02万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $252.50万 | 0.29% | 5,137 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $248.51万 | 0.28% | 7,556 | -211 | -2.7% | -$6.94万 | 减仓 |
| APH | Amphenol Corp Cl A | $232.46万 | 0.27% | 18,398 | 18,398 | — | $232.46万 | 新建仓 |
| IWR | iShares Tr Russell Mid Cap | $228.27万 | 0.26% | 23,478 | -200 | -0.8% | -$1.94万 | 减仓 |
| UBER | Uber Technologies Inc | $220.25万 | 0.25% | 30,620 | 23,510 | 330.7% | $169.11万 | 加仓 |
| RTX | RTX Corporation | $219.94万 | 0.25% | 11,402 | -165 | -1.4% | -$3.18万 | 减仓 |
| ROL | Rollins Inc | $216.74万 | 0.25% | 40,580 | 90 | 0.2% | $4,807 | 加仓 |
| BRK/A | Berkshire Hathaway Inc Del | $215.44万 | 0.25% | 3 | 0 | 0.0% | — | 不变 |
| ROP | Roper Industries Inc | $209.38万 | 0.24% | 5,917 | -555 | -8.6% | -$19.64万 | 减仓 |
| APTV | Aptiv Plc | $204.97万 | 0.23% | 29,517 | -430 | -1.4% | -$2.99万 | 减仓 |
| MA | Mastercard Incorporated | $201.49万 | 0.23% | 4,033 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co | $200.57万 | 0.23% | 13,886 | 1,125 | 8.8% | $16.25万 | 加仓 |
| MKC | Mccormick & Co Inc | $185.31万 | 0.21% | 36,738 | 13,063 | 55.2% | $65.89万 | 加仓 |
| KR | Kroger Co | $180.29万 | 0.21% | 24,916 | 970 | 4.1% | $7.02万 | 加仓 |
| LOW | Lowes Cos Inc | $178.44万 | 0.20% | 7,552 | -175 | -2.3% | -$4.13万 | 减仓 |
| PNC | Pnc Finl Svcs Group Inc | $165.49万 | 0.19% | 7,953 | -25 | -0.3% | -$5,202 | 减仓 |
| ISHG | Ishares 1-3 Year International | $156.48万 | 0.18% | 21,093 | 3,250 | 18.2% | $24.11万 | 加仓 |
| BSX | Boston Scientific Corp | $149.08万 | 0.17% | 23,757 | 23,757 | — | $149.08万 | 新建仓 |
| MDY | State Str Spdr S&P Midcap 400 | $145.12万 | 0.17% | 2,353 | 0 | 0.0% | — | 不变 |
| XPO | Xpo Inc Com | $144.55万 | 0.16% | 7,430 | -20 | -0.3% | -$3,891 | 减仓 |
| RNR | Renaissancere Hldgs Ltd | $137.47万 | 0.16% | 4,625 | -3,246 | -41.2% | -$96.48万 | 减仓 |
| UNP | Union Pacific Corp | $136.91万 | 0.16% | 5,643 | -185 | -3.2% | -$4.49万 | 减仓 |
| EOG | Eog Res Inc | $135.43万 | 0.15% | 9,368 | -210 | -2.2% | -$3.04万 | 减仓 |
| IWD | Ishares Russell 1000 Value ETF | $121.70万 | 0.14% | 5,696 | 0 | 0.0% | — | 不变 |
| IWM | iShares Tr Russell 2000 | $119.76万 | 0.14% | 4,829 | -1 | -0.0% | -$248 | 减仓 |
| WMT | Wal Mart Stores Inc | $116.77万 | 0.13% | 9,396 | -650 | -6.5% | -$8.08万 | 减仓 |
| AVDV | Avantis International Small Ca | $109.67万 | 0.13% | 10,982 | 10,982 | — | $109.67万 | 新建仓 |
| BLK | Blackrock Inc | $108.77万 | 0.12% | 1,131 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh Com | $106.08万 | 0.12% | 6,116 | 3,673 | 150.3% | $63.71万 | 加仓 |
| AVUV | Avantis U.S. Small Cap Value E | $101.46万 | 0.12% | 9,184 | 28 | 0.3% | $3,093 | 加仓 |
| NOC | Northrop Grumman Corp | $96.88万 | 0.11% | 1,420 | -200 | -12.3% | -$13.64万 | 减仓 |
| ADP | Automatic Data Processing Inc | $94.60万 | 0.11% | 4,656 | 0 | 0.0% | — | 不变 |
| ZTS | Zoetis Inc | $91.64万 | 0.10% | 7,752 | 763 | 10.9% | $9.02万 | 加仓 |
| DIS | Disney Walt Co Disney | $91.27万 | 0.10% | 9,470 | -564 | -5.6% | -$5.44万 | 减仓 |
| AVY | Avery Dennison Corp | $86.08万 | 0.10% | 4,985 | 325 | 7.0% | $5.61万 | 加仓 |