BOSTON FAMILY OFFICE LLC
BOSTON MA · SEC CIK 0001039807
$15.03亿2026Q1 申报市值
310持仓数
28.6%前十大占比 · 第一大 4.8%
12 / 11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
VOO 加仓+$1,117.96万
NVDA 加仓+$375.47万
PH 加仓+$294.17万
SPOT 新建仓+$293.50万
META 加仓+$264.09万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$602.95万
SPY 减仓-$423.37万
ROK 减仓-$254.44万
IBTG 减仓-$215.96万
BRK/B 减仓-$187.75万
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 |
|---|---|---|---|---|---|---|---|---|
| SNDK | Sandisk Corp Com | $0 | 0.00% | 0 | -6,733 | -100.0% | -$159.80万 | 清仓 |
| STT | State Street Corporation | $0 | 0.00% | 0 | -9,486 | -100.0% | -$122.40万 | 清仓 |
| — | Churchill Capital Corp X | $0 | 0.00% | 0 | -42,000 | -100.0% | -$65.50万 | 清仓 |
| ROOT | Root Inc | $0 | 0.00% | 0 | -6,869 | -100.0% | -$49.60万 | 清仓 |
| CTSH | Cognizant Technology Solutions Corporation Class A | $0 | 0.00% | 0 | -3,120 | -100.0% | -$25.90万 | 清仓 |
| SSNC | SS&C Technologies Holdings, Inc. | $0 | 0.00% | 0 | -2,840 | -100.0% | -$24.80万 | 清仓 |
| AME | AMETEK, Inc. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAMR | Lamar Advertising Co CL A | $0 | 0.00% | 0 | -1,695 | -100.0% | -$21.50万 | 清仓 |
| UL | Unilever PLC | $0 | 0.00% | 0 | -3,120 | -100.0% | -$20.40万 | 清仓 |
| QQQX | Nuveen Nasdaq 100 (dynamic Overwrite Fund) | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPRT | Copart, Inc. | $0 | 0.00% | 0 | -5,200 | -100.0% | -$20.40万 | 清仓 |
| CEG | Constellation Energy | $0 | 0.00% | 0 | -571 | -100.0% | -$20.20万 | 清仓 |
| TOTL | SPDR DoubleLine Total Return Tactical ETF | $0 | 0.00% | 0 | -5,000 | -100.0% | -$20.10万 | 清仓 |
| — | Viewra, Inc | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | Franklin New York Municipal Income ETF | $19.30万 | 0.01% | 24,733 | -13,510 | -35.3% | -$10.54万 | 减仓 |
| BRO | Brown & Brown Inc | $20.00万 | 0.01% | 3,070 | -215 | -6.5% | -$1.40万 | 减仓 |
| IWB | iShares Russell 1000 ETF | $20.10万 | 0.01% | 564 | -161 | -22.2% | -$5.74万 | 减仓 |
| PGR | Progressive Corporation | $20.50万 | 0.01% | 1,036 | 0 | 0.0% | — | 不变 |
| WTFC | Wintrust Financial Corporation | $20.80万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| SUSA | iShares MSCI USA ESG Select ETF | $21.10万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| IJS | iShares S&P Small-Cap 600 Value ETF | $21.20万 | 0.01% | 1,791 | -139 | -7.2% | -$1.65万 | 减仓 |
| FTV | Fortive Corp. | $21.70万 | 0.01% | 3,920 | 0 | 0.0% | — | 不变 |
| FISV | Fiserv, Inc. | $22.20万 | 0.01% | 3,972 | -1,200 | -23.2% | -$6.71万 | 减仓 |
| SAIC | Science Applications International Corp. | $22.20万 | 0.01% | 2,335 | -400 | -14.6% | -$3.80万 | 减仓 |
| NXPI | NXP Semiconductors | $22.40万 | 0.01% | 1,140 | 0 | 0.0% | — | 不变 |
| VTES | The Vanguard Short-Term Tax-Exempt Bond ETF | $22.80万 | 0.02% | 2,250 | 0 | 0.0% | — | 不变 |
| FERG | Ferguson Enterprises | $22.80万 | 0.02% | 976 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide Corporation | $22.90万 | 0.02% | 2,967 | 25 | 0.8% | $1,930 | 加仓 |
| JNK | SPDR Bloomberg Barclays High Yield Bond ETF | $23.40万 | 0.02% | 2,445 | 0 | 0.0% | — | 不变 |
| ALC | Alcon, Inc. | $23.80万 | 0.02% | 3,164 | 8 | 0.3% | $602 | 加仓 |
| SMB | VanEck Vectors Short Muni ETF | $24.00万 | 0.02% | 13,896 | 0 | 0.0% | — | 不变 |
| LH | Labcorp Holdings Inc | $24.10万 | 0.02% | 903 | 53 | 6.2% | $1.41万 | 加仓 |
| USFD | US Foods Holding Corp | $24.30万 | 0.02% | 2,640 | -295 | -10.1% | -$2.72万 | 减仓 |
| FLOT | iShares Floating Rate Bond ETF | $24.70万 | 0.02% | 4,853 | -1,185 | -19.6% | -$6.03万 | 减仓 |
| AGG | iShares Core U.S. Aggregate Bond ETF | $24.80万 | 0.02% | 2,500 | -115 | -4.4% | -$1.14万 | 减仓 |
| AJG | Arthur J. Gallagher & Co. | $24.90万 | 0.02% | 1,150 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR Portfolio Short Term Corporate Bond ETF | $24.90万 | 0.02% | 8,280 | 0 | 0.0% | — | 不变 |
| SLB | Schlumberger NV | $24.90万 | 0.02% | 4,845 | 4,845 | — | $24.90万 | 新建仓 |
| RHHBY | Roche Holding Ltd Sponsored ADR | $25.50万 | 0.02% | 5,122 | 5,122 | — | $25.50万 | 新建仓 |
| LHX | L3Harris Technologies Inc | $25.60万 | 0.02% | 743 | -136 | -15.5% | -$4.69万 | 减仓 |
| — | Janus Henderson Group PLC | $25.70万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| — | Franklin Municipal Income ETF | $26.90万 | 0.02% | 34,576 | 0 | 0.0% | — | 不变 |
| MRNA | Moderna, Inc. | $27.00万 | 0.02% | 5,315 | 5,315 | — | $27.00万 | 新建仓 |
| TRNO | Terreno Realty Corp | $27.10万 | 0.02% | 4,415 | 0 | 0.0% | — | 不变 |
| — | H&R Block, Inc. | $27.30万 | 0.02% | 8,600 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $28.00万 | 0.02% | 1,070 | 0 | 0.0% | — | 不变 |
| XLE | Energy Select Sector SPDR Fund | $28.00万 | 0.02% | 4,564 | 0 | 0.0% | — | 不变 |
| WFC | Wells Fargo & Company | $28.20万 | 0.02% | 3,548 | 125 | 3.7% | $9,935 | 加仓 |
| KEYS | Keysight Technologies | $28.30万 | 0.02% | 1,004 | -352 | -26.0% | -$9.92万 | 减仓 |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $28.50万 | 0.02% | 3,450 | 0 | 0.0% | — | 不变 |
| VLTO | Veralto Corp-W/I | $29.50万 | 0.02% | 3,335 | -31 | -0.9% | -$2,742 | 减仓 |
| WSO | Watsco Inc | $30.40万 | 0.02% | 835 | 0 | 0.0% | — | 不变 |
| BND | Vanguard Total Bond Market ETF | $30.50万 | 0.02% | 4,147 | 1,000 | 31.8% | $7.35万 | 加仓 |
| WCN | Waste Connections, Inc. | $30.70万 | 0.02% | 1,890 | 0 | 0.0% | — | 不变 |
| XLU | Utilities Select Sector SPDR ETF | $30.80万 | 0.02% | 6,705 | 6,705 | — | $30.80万 | 新建仓 |
| GS | Goldman Sachs Group, Inc. | $31.30万 | 0.02% | 370 | 0 | 0.0% | — | 不变 |
| USMV | iShares TR MSCI USA (min Vol) | $31.40万 | 0.02% | 3,389 | 0 | 0.0% | — | 不变 |
| VDC | Vanguard Consumer Staples ETF | $32.00万 | 0.02% | 1,427 | 0 | 0.0% | — | 不变 |
| CWB | SPDR Bloomberg Barclays Convertible Securities ETF | $32.10万 | 0.02% | 3,510 | 0 | 0.0% | — | 不变 |
| CPK | Chesapeake Utilities | $32.20万 | 0.02% | 2,550 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies, Inc. | $33.30万 | 0.02% | 4,623 | 145 | 3.2% | $1.04万 | 加仓 |
| EQIX | Equinix, Inc. | $33.30万 | 0.02% | 340 | 340 | — | $33.30万 | 新建仓 |
| DEO | Diageo PLC Sponsored ADR | $33.60万 | 0.02% | 4,516 | 0 | 0.0% | — | 不变 |
| VFC | V F Corp | $34.00万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $34.10万 | 0.02% | 5,723 | 0 | 0.0% | — | 不变 |
| NJR | New Jersey Res Corp | $34.10万 | 0.02% | 6,216 | 0 | 0.0% | — | 不变 |
| SDY | SPDR S&P Dividend ETF | $34.50万 | 0.02% | 2,361 | 0 | 0.0% | — | 不变 |
| JMUB | J P Morgan Exchange (traded FD Municipal Etf) | $34.80万 | 0.02% | 6,963 | 0 | 0.0% | — | 不变 |
| BKNG | Booking Holdings Inc | $34.90万 | 0.02% | 83 | 35 | 72.9% | $14.72万 | 加仓 |
| CP | Canadian Pacific Kansas City | $35.00万 | 0.02% | 4,453 | 0 | 0.0% | — | 不变 |
| NYT | New York Times Company Class A | $35.20万 | 0.02% | 4,200 | 0 | 0.0% | — | 不变 |
| ABNB | Airbnb Inc Com CL A | $35.30万 | 0.02% | 2,797 | -151 | -5.1% | -$1.91万 | 减仓 |
| ICE | Intercontinental Exchange, Inc. | $35.90万 | 0.02% | 2,280 | 115 | 5.3% | $1.81万 | 加仓 |
| WY | Weyerhaeuser Company | $36.20万 | 0.02% | 14,831 | -4,135 | -21.8% | -$10.09万 | 减仓 |
| INTC | Intel Corporation | $37.10万 | 0.02% | 8,410 | 495 | 6.3% | $2.18万 | 加仓 |
| IWC | iShares Micro-Cap ETF | $37.20万 | 0.02% | 2,333 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corporation | $37.90万 | 0.03% | 5,315 | 35 | 0.7% | $2,496 | 加仓 |
| DG | Dollar General Corporation | $38.30万 | 0.03% | 3,227 | 350 | 12.2% | $4.15万 | 加仓 |
| STIP | iShares 0-5 Year TIPS Bond ETF | $38.70万 | 0.03% | 3,746 | 1,050 | 38.9% | $10.85万 | 加仓 |
| CARR | Carrier Global Corp. | $39.00万 | 0.03% | 6,933 | 50 | 0.7% | $2,813 | 加仓 |
| PODD | Insulet Corporation | $39.90万 | 0.03% | 1,900 | 0 | 0.0% | — | 不变 |
| MCK | McKesson Corporation | $40.00万 | 0.03% | 462 | 107 | 30.1% | $9.26万 | 加仓 |
| TLT | iShares 20 Year Treasury Bond ETF | $40.90万 | 0.03% | 4,720 | -100 | -2.1% | -$8,665 | 减仓 |
| STX | Seagate Technology Holdings | $41.10万 | 0.03% | 1,048 | 48 | 4.8% | $1.88万 | 加仓 |
| INFQ | Infleqtion Inc | $41.20万 | 0.03% | 42,000 | 42,000 | — | $41.20万 | 新建仓 |
| TXN | Texas Instruments Incorporated | $41.50万 | 0.03% | 2,138 | 0 | 0.0% | — | 不变 |
| BX | Blackstone Group Inc. Class A | $41.90万 | 0.03% | 3,641 | 302 | 9.0% | $3.48万 | 加仓 |
| TRV | Travelers Companies, Inc. | $42.30万 | 0.03% | 1,450 | -75 | -4.9% | -$2.19万 | 减仓 |
| TRMB | Trimble Inc. | $43.50万 | 0.03% | 6,675 | 0 | 0.0% | — | 不变 |
| GSAT | Globalstar Inc | $44.30万 | 0.03% | 6,666 | 0 | 0.0% | — | 不变 |
| TIP | iShares TIPS Bond ETF | $44.30万 | 0.03% | 4,016 | 1,200 | 42.6% | $13.24万 | 加仓 |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | $44.40万 | 0.03% | 3,352 | -547 | -14.0% | -$7.25万 | 减仓 |
| WAT | Waters Corporation | $45.00万 | 0.03% | 1,511 | 532 | 54.3% | $15.84万 | 加仓 |
| NEOG | Neogen Corporation | $45.50万 | 0.03% | 48,992 | -118 | -0.2% | -$1,096 | 减仓 |
| HIG | Hartford Financial | $46.70万 | 0.03% | 3,454 | 221 | 6.8% | $2.99万 | 加仓 |
| MPC | Marathon Petroleum | $46.80万 | 0.03% | 1,916 | 1,916 | — | $46.80万 | 新建仓 |
| AZO | Autozone Inc | $47.30万 | 0.03% | 140 | 13 | 10.2% | $4.39万 | 加仓 |
| AEM | Agnico Eagle Mines LTD | $47.60万 | 0.03% | 2,344 | 0 | 0.0% | — | 不变 |
| NTRS | Northern Trust Corporation | $47.80万 | 0.03% | 3,428 | -69 | -2.0% | -$9,621 | 减仓 |
| SBUX | Starbucks Corporation | $48.30万 | 0.03% | 5,388 | 0 | 0.0% | — | 不变 |