BOSTON FAMILY OFFICE LLC
BOSTON MA · SEC CIK 0001039807
$16.48亿2026Q2 申报市值
314持仓数
31.1%前十大占比 · 第一大 5.0%
14 / 12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
VOO 加仓+$1,047.05万
NVDA 加仓+$523.57万
ANET 加仓+$323.41万
COST 加仓+$302.25万
VXF 加仓+$288.51万
2026Q2 卖出最多 按季末市值估算
ATR 减仓-$611.63万
GOOG 减仓-$513.18万
ROP 减仓-$360.50万
CRM 减仓-$359.47万
AMZN 减仓-$330.53万
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 |
|---|---|---|---|---|---|---|---|---|
| SPOT | Spotify Technology | $0 | 0.00% | 0 | -6,053 | -100.0% | -$293.50万 | 清仓 |
| IBDY | iShares iBonds Treasury 2033 | $0 | 0.00% | 0 | -66,187 | -100.0% | -$161.40万 | 清仓 |
| — | Hologic, Inc. | $0 | 0.00% | 0 | -10,410 | -100.0% | -$78.70万 | 清仓 |
| — | Franklin Pennsylvania Municipal Income ETF | $0 | 0.00% | 0 | -65,516 | -100.0% | -$56.20万 | 清仓 |
| AVY | Avery Dennison Corporation | $0 | 0.00% | 0 | -3,000 | -100.0% | -$51.80万 | 清仓 |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $0 | 0.00% | 0 | -5,723 | -100.0% | -$34.10万 | 清仓 |
| USMV | iShares TR MSCI USA (min Vol) | $0 | 0.00% | 0 | -3,389 | -100.0% | -$31.40万 | 清仓 |
| KEYS | Keysight Technologies | $0 | 0.00% | 0 | -1,004 | -100.0% | -$28.30万 | 清仓 |
| LHX | L3Harris Technologies Inc | $0 | 0.00% | 0 | -743 | -100.0% | -$25.60万 | 清仓 |
| LH | Labcorp Holdings Inc | $0 | 0.00% | 0 | -903 | -100.0% | -$24.10万 | 清仓 |
| FISV | Fiserv, Inc. | $0 | 0.00% | 0 | -3,972 | -100.0% | -$22.20万 | 清仓 |
| BRO | Brown & Brown Inc | $0 | 0.00% | 0 | -3,070 | -100.0% | -$20.00万 | 清仓 |
| — | Viewra, Inc | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | Hologic Inc CVR | $0 | 0.00% | 10,410 | 10,410 | — | — | 新建仓 |
| — | Franklin New York Municipal Income ETF | $19.70万 | 0.01% | 24,733 | 0 | 0.0% | — | 不变 |
| LYV | Live Nation | $20.10万 | 0.01% | 1,100 | 1,100 | — | $20.10万 | 新建仓 |
| VMC | Vulcan Materials Company | $20.70万 | 0.01% | 700 | 700 | — | $20.70万 | 新建仓 |
| NVR | NVR Inc Com Usd0.01 | $21.10万 | 0.01% | 31 | 31 | — | $21.10万 | 新建仓 |
| ICE | Intercontinental Exchange, Inc. | $21.20万 | 0.01% | 1,720 | -560 | -24.6% | -$6.90万 | 减仓 |
| ALC | Alcon, Inc. | $21.20万 | 0.01% | 3,164 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide Corporation | $21.20万 | 0.01% | 2,967 | 0 | 0.0% | — | 不变 |
| QQQX | Nuveen Nasdaq 100 (dynamic Overwrite Fund) | $21.60万 | 0.01% | 7,152 | 0 | 0.0% | — | 重新持有 |
| IJS | iShares S&P Small-Cap 600 Value ETF | $21.90万 | 0.01% | 1,603 | -188 | -10.5% | -$2.57万 | 减仓 |
| AME | AMETEK, Inc. | $22.40万 | 0.01% | 926 | -159 | -14.7% | -$3.85万 | 重新持有 |
| PGR | Progressive Corporation | $22.60万 | 0.01% | 1,036 | 0 | 0.0% | — | 不变 |
| VTES | The Vanguard Short-Term Tax-Exempt Bond ETF | $22.80万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| CM | Canadian Imperial Bank Of Commerce | $23.00万 | 0.01% | 2,000 | 2,000 | — | $23.00万 | 新建仓 |
| FERG | Ferguson Enterprises | $23.20万 | 0.01% | 976 | 0 | 0.0% | — | 不变 |
| JNK | SPDR Bloomberg Barclays High Yield Bond ETF | $23.60万 | 0.01% | 2,445 | 0 | 0.0% | — | 不变 |
| FTV | Fortive Corp. | $23.90万 | 0.01% | 3,920 | 0 | 0.0% | — | 不变 |
| SMB | VanEck Vectors Short Muni ETF | $24.10万 | 0.01% | 13,896 | 0 | 0.0% | — | 不变 |
| WTFC | Wintrust Financial Corporation | $24.10万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| EEM | iShares MSCI Emerging Markets ETF | $24.50万 | 0.01% | 3,580 | 3,580 | — | $24.50万 | 新建仓 |
| AGG | iShares Core U.S. Aggregate Bond ETF | $24.70万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| SUSA | iShares MSCI USA ESG Select ETF | $24.70万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR Portfolio Short Term Corporate Bond ETF | $24.80万 | 0.02% | 8,280 | 0 | 0.0% | — | 不变 |
| FLOT | iShares Floating Rate Bond ETF | $24.80万 | 0.02% | 4,853 | 0 | 0.0% | — | 不变 |
| IWB | iShares Russell 1000 ETF | $25.30万 | 0.02% | 617 | 53 | 9.4% | $2.17万 | 加仓 |
| SAIC | Science Applications International Corp. | $25.80万 | 0.02% | 2,335 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO Enhanced Short Maturity | $25.80万 | 0.02% | 2,560 | 2,560 | — | $25.80万 | 新建仓 |
| — | Janus Henderson Group PLC | $26.00万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| SOXX | iShares PHLX Semiconductor ETF | $26.00万 | 0.02% | 405 | 405 | — | $26.00万 | 新建仓 |
| RHHBY | Roche Holding Ltd Sponsored ADR | $26.30万 | 0.02% | 5,122 | 0 | 0.0% | — | 不变 |
| USFD | US Foods Holding Corp | $27.00万 | 0.02% | 2,640 | 0 | 0.0% | — | 不变 |
| BA | Boeing Company | $27.80万 | 0.02% | 1,285 | 1,285 | — | $27.80万 | 新建仓 |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $28.50万 | 0.02% | 3,450 | 0 | 0.0% | — | 不变 |
| TRNO | Terreno Realty Corp | $28.60万 | 0.02% | 4,415 | 0 | 0.0% | — | 不变 |
| PODD | Insulet Corporation | $28.90万 | 0.02% | 1,900 | 0 | 0.0% | — | 不变 |
| KMB | Kimberly-Clark Corporation | $29.30万 | 0.02% | 2,668 | -3,448 | -56.4% | -$37.87万 | 减仓 |
| WFC | Wells Fargo & Company | $29.30万 | 0.02% | 3,548 | 0 | 0.0% | — | 不变 |
| NYT | New York Times Company Class A | $29.40万 | 0.02% | 4,200 | 0 | 0.0% | — | 不变 |
| VLTO | Veralto Corp-W/I | $29.50万 | 0.02% | 3,329 | -6 | -0.2% | -$532 | 减仓 |
| WY | Weyerhaeuser Company | $30.10万 | 0.02% | 12,571 | -2,260 | -15.2% | -$5.41万 | 减仓 |
| SLB | Schlumberger NV | $30.20万 | 0.02% | 6,499 | 1,654 | 34.1% | $7.69万 | 加仓 |
| XLU | Utilities Select Sector SPDR ETF | $30.40万 | 0.02% | 6,705 | 0 | 0.0% | — | 不变 |
| CPK | Chesapeake Utilities | $31.20万 | 0.02% | 2,550 | 0 | 0.0% | — | 不变 |
| AEM | Agnico Eagle Mines LTD | $31.70万 | 0.02% | 2,044 | -300 | -12.8% | -$4.65万 | 减仓 |
| VB | Vanguard Small-Cap ETF | $32.00万 | 0.02% | 1,056 | -14 | -1.3% | -$4,242 | 减仓 |
| NXPI | NXP Semiconductors | $32.00万 | 0.02% | 1,140 | 0 | 0.0% | — | 不变 |
| VDC | Vanguard Consumer Staples ETF | $32.20万 | 0.02% | 1,427 | 0 | 0.0% | — | 不变 |
| FDXF | Fedex Freight Holding Co-W/I | $32.60万 | 0.02% | 2,156 | 2,156 | — | $32.60万 | 新建仓 |
| — | H&R Block, Inc. | $32.70万 | 0.02% | 8,600 | 0 | 0.0% | — | 不变 |
| VFC | V F Corp | $33.40万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| UBER | Uber Technologies, Inc. | $33.80万 | 0.02% | 4,682 | 59 | 1.3% | $4,259 | 加仓 |
| TRMB | Trimble Inc. | $34.20万 | 0.02% | 6,675 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group, Inc. | $34.40万 | 0.02% | 340 | -30 | -8.1% | -$3.04万 | 减仓 |
| NJR | New Jersey Res Corp | $34.80万 | 0.02% | 6,216 | 0 | 0.0% | — | 不变 |
| WSO | Watsco Inc | $34.80万 | 0.02% | 835 | 0 | 0.0% | — | 不变 |
| MCK | McKesson Corporation | $34.90万 | 0.02% | 462 | 0 | 0.0% | — | 不变 |
| DEO | Diageo PLC Sponsored ADR | $35.40万 | 0.02% | 4,400 | -116 | -2.6% | -$9,333 | 减仓 |
| T | AT&T Inc. | $35.50万 | 0.02% | 17,161 | -436 | -2.5% | -$9,019 | 减仓 |
| SDY | SPDR S&P Dividend ETF | $35.90万 | 0.02% | 2,361 | 0 | 0.0% | — | 不变 |
| TIP | iShares TIPS Bond ETF | $36.10万 | 0.02% | 3,300 | -716 | -17.8% | -$7.83万 | 减仓 |
| BND | Vanguard Total Bond Market ETF | $36.50万 | 0.02% | 4,967 | 820 | 19.8% | $6.03万 | 加仓 |
| EQIX | Equinix, Inc. | $36.90万 | 0.02% | 354 | 14 | 4.1% | $1.46万 | 加仓 |
| ABNB | Airbnb Inc Com CL A | $37.10万 | 0.02% | 2,594 | -203 | -7.3% | -$2.90万 | 减仓 |
| MRNA | Moderna, Inc. | $37.20万 | 0.02% | 5,315 | 0 | 0.0% | — | 不变 |
| WCN | Waste Connections, Inc. | $37.60万 | 0.02% | 2,255 | 365 | 19.3% | $6.09万 | 加仓 |
| CWB | SPDR Bloomberg Barclays Convertible Securities ETF | $37.80万 | 0.02% | 3,510 | 0 | 0.0% | — | 不变 |
| BDX | Becton, Dickinson and Company | $38.30万 | 0.02% | 2,530 | -870 | -25.6% | -$13.17万 | 减仓 |
| CP | Canadian Pacific Kansas City | $38.60万 | 0.02% | 4,453 | 0 | 0.0% | — | 不变 |
| BKNG | Booking Holdings Inc | $39.10万 | 0.02% | 2,195 | 120 | 5.8% | $2.14万 | 加仓 |
| TLT | iShares 20 Year Treasury Bond ETF | $40.80万 | 0.02% | 4,720 | 0 | 0.0% | — | 不变 |
| DG | Dollar General Corporation | $41.00万 | 0.02% | 3,561 | 334 | 10.4% | $3.85万 | 加仓 |
| BX | Blackstone Group Inc. Class A | $41.40万 | 0.03% | 3,516 | -125 | -3.4% | -$1.47万 | 减仓 |
| NEOG | Neogen Corporation | $42.40万 | 0.03% | 47,136 | -1,856 | -3.8% | -$1.67万 | 减仓 |
| HONA | Honeywell Aerospace Inc | $43.10万 | 0.03% | 1,951 | 1,951 | — | $43.10万 | 新建仓 |
| HON | Honeywell International Inc | $43.70万 | 0.03% | 1,951 | -1,955 | -50.1% | -$43.79万 | 减仓 |
| SYY | Sysco Corporation | $43.70万 | 0.03% | 5,223 | -92 | -1.7% | -$7,697 | 减仓 |
| AJG | Arthur J. Gallagher & Co. | $44.10万 | 0.03% | 1,921 | 771 | 67.0% | $17.70万 | 加仓 |
| AZO | Autozone Inc | $44.70万 | 0.03% | 140 | 0 | 0.0% | — | 不变 |
| TRV | Travelers Companies, Inc. | $45.10万 | 0.03% | 1,365 | -85 | -5.9% | -$2.81万 | 减仓 |
| JMUB | J P Morgan Exchange (traded FD Municipal Etf) | $45.40万 | 0.03% | 8,963 | 2,000 | 28.7% | $10.13万 | 加仓 |
| INTU | Intuit Inc. | $46.30万 | 0.03% | 1,773 | -658 | -27.1% | -$17.18万 | 减仓 |
| DGRO | The iShares Core Dividend Growth ETF | $46.50万 | 0.03% | 6,140 | 6,140 | — | $46.50万 | 新建仓 |
| IWC | iShares Micro-Cap ETF | $46.70万 | 0.03% | 2,333 | 0 | 0.0% | — | 不变 |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | $46.80万 | 0.03% | 3,166 | -186 | -5.5% | -$2.75万 | 减仓 |
| FBND | Fidelity Total (bond Etf) | $47.50万 | 0.03% | 10,449 | -1,125 | -9.7% | -$5.11万 | 减仓 |
| HELO | JP Morgan ETF Trust (hedged Equity Laddered Overlay Etf) | $47.90万 | 0.03% | 7,088 | -7,077 | -50.0% | -$47.83万 | 减仓 |
| CEF | Sprott Physical Gold and Silver Trust | $48.50万 | 0.03% | 12,056 | 0 | 0.0% | — | 不变 |