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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inc Cap Stock Cl A | $6,999.86万 | 7.43% | 195,871 | -11,882 | -5.7% | -$424.63万 | 减仓 |
| AAPL | Apple Inc | $6,374.11万 | 6.77% | 220,283 | -3,792 | -1.7% | -$109.73万 | 减仓 |
| AMZN | Amazon.com Inc | $5,718.59万 | 6.07% | 239,934 | -5,405 | -2.2% | -$128.82万 | 减仓 |
| AVGO | Broadcom Inc Com | $4,577.88万 | 4.86% | 121,188 | -7,457 | -5.8% | -$281.69万 | 减仓 |
| IVV | iShares Tr S&P 500 Index | $3,617.31万 | 3.84% | 48,302 | -158 | -0.3% | -$11.83万 | 减仓 |
| PANW | Palo Alto Networks Inc | $3,125.89万 | 3.32% | 91,663 | -9,601 | -9.5% | -$327.41万 | 减仓 |
| V | VISA INC COM CL | $2,382.31万 | 2.53% | 69,437 | -1,248 | -1.8% | -$42.82万 | 减仓 |
| JPM | JPMorgan Chase & Co | $2,240.51万 | 2.38% | 68,448 | -3,158 | -4.4% | -$103.37万 | 减仓 |
| COST | Costco Wholesale Corp | $2,229.13万 | 2.37% | 23,829 | -687 | -2.8% | -$64.27万 | 减仓 |
| MSFT | Microsoft Corp | $2,105.61万 | 2.24% | 56,448 | -693 | -1.2% | -$25.85万 | 减仓 |
| ABBV | Abbvie Inc | $1,892.66万 | 2.01% | 75,213 | -2,835 | -3.6% | -$71.34万 | 减仓 |
| ORLY | O'Reilly Automotive Inc | $1,794.98万 | 1.91% | 194,916 | -5,587 | -2.8% | -$51.45万 | 减仓 |
| NVDA | Nvidia Corporation | $1,632.65万 | 1.73% | 81,596 | 7,854 | 10.7% | $157.15万 | 加仓 |
| LLY | Lilly Eli & Co | $1,561.66万 | 1.66% | 13,020 | 54 | 0.4% | $6.48万 | 加仓 |
| — | Exxon Mobil Corp | $1,556.16万 | 1.65% | 113,821 | -2,005 | -1.7% | -$27.41万 | 减仓 |
| NEE | Nextera Energy Inc | $1,485.32万 | 1.58% | 169,229 | -4,087 | -2.4% | -$35.87万 | 减仓 |
| QCOM | Qualcomm Inc | $1,434.79万 | 1.52% | 77,644 | -8,004 | -9.3% | -$147.91万 | 减仓 |
| MRK | Merck & Co Inc | $1,417.02万 | 1.50% | 110,274 | -11,871 | -9.7% | -$152.54万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $1,287.70万 | 1.37% | 25,734 | 865 | 3.5% | $43.28万 | 加仓 |
| DHR | Danaher Corp | $1,267.96万 | 1.35% | 66,566 | -1,847 | -2.7% | -$35.18万 | 减仓 |
| IEF | Ishares 7-10 Year Treasury Bon | $1,197.27万 | 1.27% | 126,601 | -9,847 | -7.2% | -$93.12万 | 减仓 |
| EQIX | Equinix Inc | $1,193.28万 | 1.27% | 11,448 | -907 | -7.3% | -$94.54万 | 减仓 |
| ETN | Eaton Corp Plc | $1,141.32万 | 1.21% | 26,784 | 258 | 1.0% | $10.99万 | 加仓 |
| NOW | ServiceNow Inc | $1,122.86万 | 1.19% | 113,100 | 3,439 | 3.1% | $34.14万 | 加仓 |
| VGSH | Vanguard Short-Term Treasury E | $1,075.70万 | 1.14% | 184,829 | 600 | 0.3% | $3.49万 | 加仓 |
| VGIT | Vanguard Intermediate-Term Gov | $1,048.45万 | 1.11% | 177,764 | 6,244 | 3.6% | $36.83万 | 加仓 |
| IQLT | Ishares Msci Intl Quality Fact | $1,037.48万 | 1.10% | 209,381 | 9,075 | 4.5% | $44.97万 | 加仓 |
| SPGI | S&P Global Inc | $1,023.81万 | 1.09% | 25,139 | -637 | -2.5% | -$25.94万 | 减仓 |
| STE | Steris Plc Shs Usd | $980.41万 | 1.04% | 46,560 | -1,593 | -3.3% | -$33.54万 | 减仓 |
| XYL | Xylem Inc | $951.32万 | 1.01% | 80,477 | -1,816 | -2.2% | -$21.47万 | 减仓 |
| GOOG | Alphabet Inc Cap Stock Cl C | $924.99万 | 0.98% | 26,179 | -3,508 | -11.8% | -$123.95万 | 减仓 |
| CRM | Salesforce Inc | $923.98万 | 0.98% | 58,980 | -1,236 | -2.1% | -$19.36万 | 减仓 |
| SNPS | Synopsys Inc | $910.92万 | 0.97% | 20,421 | -437 | -2.1% | -$19.49万 | 减仓 |
| VRSK | Verisk Analytics Inc Cl A | $840.70万 | 0.89% | 46,828 | 1,153 | 2.5% | $20.70万 | 加仓 |
| META | Meta Platforms Inc Cl A | $815.68万 | 0.87% | 14,481 | 624 | 4.5% | $35.15万 | 加仓 |
| ECL | Ecolab Inc | $800.20万 | 0.85% | 28,721 | -1,112 | -3.7% | -$30.98万 | 减仓 |
| AMT | American Tower REIT | $791.11万 | 0.84% | 48,365 | -2,748 | -5.4% | -$44.95万 | 减仓 |
| SYK | Stryker Corp | $775.39万 | 0.82% | 24,628 | 63 | 0.3% | $1.98万 | 加仓 |
| MDLZ | Mondelez Intl Inc Cl A | $705.80万 | 0.75% | 122,026 | 285 | 0.2% | $1.65万 | 加仓 |
| WCN | Waste Connections Inc | $697.83万 | 0.74% | 41,864 | 7,061 | 20.3% | $117.70万 | 加仓 |
| IDXX | Idexx Labs Inc | $692.69万 | 0.74% | 13,158 | 2 | 0.0% | $1,053 | 加仓 |
| MSCI | MSCI Inc Cl A | $665.94万 | 0.71% | 11,891 | -488 | -3.9% | -$27.33万 | 减仓 |
| LRCX | Lam Research Corp New | $659.22万 | 0.70% | 15,213 | -218 | -1.4% | -$9.45万 | 减仓 |
| AWK | American Wtr Wks Co Inc New | $657.77万 | 0.70% | 49,990 | 1,396 | 2.9% | $18.37万 | 加仓 |
| IJR | iShares Tr S&P Small Cap 600 | $648.69万 | 0.69% | 43,739 | -941 | -2.1% | -$13.96万 | 减仓 |
| IQV | Iqvia Holdings Inc | $642.14万 | 0.68% | 33,233 | -1,116 | -3.2% | -$21.56万 | 减仓 |
| PAAA | Pgim Aaa Clo Etf | $611.98万 | 0.65% | 119,365 | 16,315 | 15.8% | $83.65万 | 加仓 |
| APH | Amphenol Corp Cl A | $608.02万 | 0.65% | 34,484 | 16,086 | 87.4% | $283.63万 | 加仓 |
| IJH | iShares Tr S&P Mid Cap 400 | $600.73万 | 0.64% | 77,905 | -1,925 | -2.4% | -$14.84万 | 减仓 |
| CB | Chubb Limited | $569.68万 | 0.60% | 16,719 | -622 | -3.6% | -$21.19万 | 减仓 |
| INTU | Intuit | $567.82万 | 0.60% | 21,756 | -1,358 | -5.9% | -$35.44万 | 减仓 |
| PEP | PepsiCo Inc | $545.62万 | 0.58% | 40,297 | 4,864 | 13.7% | $65.86万 | 加仓 |
| ODFL | Old Dominion Freight Line Inc | $527.98万 | 0.56% | 24,376 | -2,062 | -7.8% | -$44.66万 | 减仓 |
| EXC | Exelon Corp | $463.80万 | 0.49% | 99,486 | 1,055 | 1.1% | $4.92万 | 加仓 |
| UBER | Uber Technologies Inc | $424.37万 | 0.45% | 58,810 | 28,190 | 92.1% | $203.42万 | 加仓 |
| VCSH | Vanguard Short-Term Corp Bd Id | $414.12万 | 0.44% | 52,401 | -3,420 | -6.1% | -$27.03万 | 减仓 |
| IWF | iShares Tr Russell 1000 Growth | $357.52万 | 0.38% | 28,793 | -291 | -1.0% | -$3.61万 | 减仓 |
| CEG | Constellation Energy Corp | $357.21万 | 0.38% | 14,382 | -895 | -5.9% | -$22.23万 | 减仓 |
| JNJ | Johnson & Johnson | $335.49万 | 0.36% | 13,210 | 2,672 | 25.4% | $67.86万 | 加仓 |
| WSO | Watsco Inc | $297.00万 | 0.32% | 7,127 | -213 | -2.9% | -$8.88万 | 减仓 |
| ABT | Abbott Laboratories | $288.33万 | 0.31% | 31,775 | -580 | -1.8% | -$5.26万 | 减仓 |
| SPY | State Street Spdr S&P 500 Etf | $279.44万 | 0.30% | 3,742 | -1,458 | -28.0% | -$108.88万 | 减仓 |
| BMI | Badger Meter Inc | $271.70万 | 0.29% | 18,311 | 18,311 | — | $271.70万 | 新建仓 |
| TMO | Thermo Fisher Scientific Inc | $255.04万 | 0.27% | 5,087 | -50 | -1.0% | -$2.51万 | 减仓 |
| IWR | iShares Tr Russell Mid Cap | $254.87万 | 0.27% | 23,103 | -375 | -1.6% | -$4.14万 | 减仓 |
| HD | Home Depot Inc | $241.46万 | 0.26% | 6,846 | -710 | -9.4% | -$25.04万 | 减仓 |
| ADBE | Adobe Inc | $240.00万 | 0.25% | 11,706 | -7,762 | -39.9% | -$159.14万 | 减仓 |
| CVX | Chevron Corp | $227.52万 | 0.24% | 13,726 | -1,100 | -7.4% | -$18.23万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc Del | $224.66万 | 0.24% | 3 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Incorporated | $208.40万 | 0.22% | 4,058 | 25 | 0.6% | $1.28万 | 加仓 |
| PG | Procter & Gamble Co | $204.36万 | 0.22% | 13,936 | 50 | 0.4% | $7,332 | 加仓 |
| RTX | RTX Corporation | $199.40万 | 0.21% | 10,509 | -893 | -7.8% | -$16.94万 | 减仓 |
| ISHG | Ishares 1-3 Year International | $199.04万 | 0.21% | 26,808 | 5,715 | 27.1% | $42.43万 | 加仓 |
| USFR | Wisdomtree Floating Rate Treas | $198.04万 | 0.21% | 39,333 | -12,348 | -23.9% | -$62.17万 | 减仓 |
| BR | Broadridge Financial Solutions | $196.66万 | 0.21% | 14,360 | -1,310 | -8.4% | -$17.94万 | 减仓 |
| PNC | Pnc Finl Svcs Group Inc | $195.70万 | 0.21% | 7,948 | -5 | -0.1% | -$1,231 | 减仓 |
| ROP | Roper Industries Inc | $183.64万 | 0.19% | 5,427 | -490 | -8.3% | -$16.58万 | 减仓 |
| MKC | Mccormick & Co Inc | $183.57万 | 0.19% | 36,408 | -330 | -0.9% | -$1.66万 | 减仓 |
| BSX | Boston Scientific Corp | $180.95万 | 0.19% | 42,397 | 18,640 | 78.5% | $79.56万 | 加仓 |
| APTV | Aptiv Plc | $178.56万 | 0.19% | 29,091 | -426 | -1.4% | -$2.61万 | 减仓 |
| FTV | Fortive Corp | $170.38万 | 0.18% | 27,891 | -18,737 | -40.2% | -$114.46万 | 减仓 |
| ROL | Rollins Inc | $169.09万 | 0.18% | 40,510 | -70 | -0.2% | -$2,922 | 减仓 |
| AVDV | Avantis International Small Ca | $167.79万 | 0.18% | 16,282 | 5,300 | 48.3% | $54.62万 | 加仓 |
| LOW | Lowes Cos Inc | $164.86万 | 0.18% | 7,477 | -75 | -1.0% | -$1.65万 | 减仓 |
| UNP | Union Pacific Corp | $153.49万 | 0.16% | 5,643 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh Com | $141.74万 | 0.15% | 8,504 | 2,388 | 39.0% | $39.80万 | 加仓 |
| KR | Kroger Co | $138.53万 | 0.15% | 24,947 | 31 | 0.1% | $1,721 | 加仓 |
| IWD | Ishares Russell 1000 Value ETF | $138.08万 | 0.15% | 5,696 | 0 | 0.0% | — | 不变 |
| IWM | iShares Tr Russell 2000 | $131.57万 | 0.14% | 4,379 | -450 | -9.3% | -$13.52万 | 减仓 |
| XPO | Xpo Inc Com | $124.82万 | 0.13% | 6,080 | -1,350 | -18.2% | -$27.71万 | 减仓 |
| EOG | Eog Res Inc | $124.77万 | 0.13% | 9,618 | 250 | 2.7% | $3.24万 | 加仓 |
| AVUV | Avantis U.S. Small Cap Value E | $123.50万 | 0.13% | 9,899 | 715 | 7.8% | $8.92万 | 加仓 |
| MDY | State Str Spdr S&P Midcap 400 | $118.93万 | 0.13% | 1,691 | -662 | -28.1% | -$46.56万 | 减仓 |
| BLK | Blackrock Inc | $110.87万 | 0.12% | 1,153 | 22 | 1.9% | $2.12万 | 加仓 |
| IGV | Ishares Expanded Tech-Software | $110.72万 | 0.12% | 12,221 | 3,780 | 44.8% | $34.25万 | 加仓 |
| WMT | Wal Mart Stores Inc | $106.42万 | 0.11% | 9,396 | 0 | 0.0% | — | 不变 |
| ADP | Automatic Data Processing Inc | $105.73万 | 0.11% | 4,721 | 65 | 1.4% | $1.46万 | 加仓 |
| RNR | Renaissancere Hldgs Ltd | $102.99万 | 0.11% | 3,250 | -1,375 | -29.7% | -$43.57万 | 减仓 |
| IVW | Ishares S&P 500 Growth ETF | $101.50万 | 0.11% | 7,380 | 15 | 0.2% | $2,063 | 加仓 |
| IBM | International Business Machine | $99.04万 | 0.11% | 3,522 | 1,745 | 98.2% | $49.07万 | 加仓 |