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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS Health Corporation | $48.90万 | 0.03% | 6,815 | 3,295 | 93.6% | $23.64万 | 加仓 |
| VRTX | Vertex Pharmaceuticals Incorporated | $49.80万 | 0.03% | 1,116 | 370 | 49.6% | $16.51万 | 加仓 |
| EBC | Eastern Bankshares Inc | $50.30万 | 0.03% | 25,700 | -1,076 | -4.0% | -$2.11万 | 减仓 |
| BAC | Bank Of America Corp | $50.30万 | 0.03% | 10,309 | 2,288 | 28.5% | $11.16万 | 加仓 |
| T | AT&T Inc. | $51.00万 | 0.03% | 17,597 | -963 | -5.2% | -$2.79万 | 减仓 |
| AVY | Avery Dennison Corporation | $51.80万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| LEN | Lennar Corporation Class A | $52.00万 | 0.03% | 5,986 | 0 | 0.0% | — | 不变 |
| FBND | Fidelity Total (bond Etf) | $52.80万 | 0.04% | 11,574 | 0 | 0.0% | — | 不变 |
| MAR | Marriott International, Inc. Class A | $52.90万 | 0.04% | 1,618 | -160 | -9.0% | -$5.23万 | 减仓 |
| BDX | Becton, Dickinson and Company | $53.50万 | 0.04% | 3,400 | -623 | -15.5% | -$9.80万 | 减仓 |
| CHD | Church & Dwight Co., Inc. | $54.60万 | 0.04% | 5,852 | -300 | -4.9% | -$2.80万 | 减仓 |
| — | Franklin Pennsylvania Municipal Income ETF | $56.20万 | 0.04% | 65,516 | 0 | 0.0% | — | 不变 |
| PNC | PNC Financial Services Group, Inc. | $57.30万 | 0.04% | 2,755 | -490 | -15.1% | -$10.19万 | 减仓 |
| CEF | Sprott Physical Gold and Silver Trust | $57.50万 | 0.04% | 12,056 | 0 | 0.0% | — | 不变 |
| KMB | Kimberly-Clark Corporation | $59.00万 | 0.04% | 6,116 | -16 | -0.3% | -$1,543 | 减仓 |
| IWF | iShares Russell 1000 Growth ETF | $59.80万 | 0.04% | 1,403 | 0 | 0.0% | — | 不变 |
| NXT | Nextracker Inc Class | $59.90万 | 0.04% | 4,969 | 0 | 0.0% | — | 不变 |
| WEC | WEC Energy Group Inc | $60.30万 | 0.04% | 5,211 | -2 | -0.0% | -$231 | 重新持有 |
| CB | Chubb Limited | $60.70万 | 0.04% | 1,862 | 0 | 0.0% | — | 不变 |
| ALLE | Allegion PLC | $63.10万 | 0.04% | 4,346 | 0 | 0.0% | — | 不变 |
| FAST | Fastenal Company | $63.10万 | 0.04% | 13,600 | 0 | 0.0% | — | 不变 |
| INOD | Innodata Inc Com New | $63.30万 | 0.04% | 16,400 | 0 | 0.0% | — | 不变 |
| MCO | Moody's Corporation | $63.40万 | 0.04% | 1,454 | 783 | 116.7% | $34.14万 | 加仓 |
| VUG | Vanguard Growth ETF | $63.70万 | 0.04% | 1,459 | 45 | 3.2% | $1.96万 | 加仓 |
| AMP | Ameriprise Financial | $64.80万 | 0.04% | 1,458 | 1,458 | — | $64.80万 | 新建仓 |
| JCI | Johnson Controls International PLC | $64.90万 | 0.04% | 4,955 | -44 | -0.9% | -$5,763 | 减仓 |
| DOV | Dover Corporation | $65.50万 | 0.04% | 3,141 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive Company | $66.90万 | 0.04% | 7,853 | 0 | 0.0% | — | 不变 |
| VDE | Vanguard Energy ETF | $67.00万 | 0.04% | 3,874 | 0 | 0.0% | — | 不变 |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $69.70万 | 0.05% | 13,270 | -208 | -1.5% | -$1.09万 | 减仓 |
| VYM | Vanguard High Dividend Yield Index ETF | $70.60万 | 0.05% | 4,768 | 28 | 0.6% | $4,146 | 加仓 |
| ACWI | iShares MSCI ACWI ETF | $71.60万 | 0.05% | 5,175 | 3,575 | 223.4% | $49.46万 | 加仓 |
| SHEL | Shell PLC ADR | $72.20万 | 0.05% | 7,759 | -610 | -7.3% | -$5.68万 | 减仓 |
| VWO | Vanguard FTSE Emerging Markets ETF | $77.70万 | 0.05% | 14,376 | 4,035 | 39.0% | $21.81万 | 加仓 |
| SHOP | Shopify, Inc. Class A | $78.60万 | 0.05% | 6,623 | 264 | 4.2% | $3.13万 | 加仓 |
| EFA | iShares MSCI EAFE ETF | $78.60万 | 0.05% | 8,097 | 0 | 0.0% | — | 不变 |
| — | Hologic, Inc. | $78.70万 | 0.05% | 10,410 | 0 | 0.0% | — | 不变 |
| MO | Altria Group Inc | $79.70万 | 0.05% | 12,083 | -240 | -1.9% | -$1.58万 | 减仓 |
| AM | Antero Midstream Corp. | $79.80万 | 0.05% | 35,000 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Corporation Class A | $80.10万 | 0.05% | 27,914 | -1,233 | -4.2% | -$3.54万 | 减仓 |
| DE | Deere & Company | $81.50万 | 0.05% | 1,447 | 0 | 0.0% | — | 不变 |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $82.40万 | 0.05% | 16,165 | 0 | 0.0% | — | 不变 |
| SHV | iShares Short Treasury Bond Fund | $83.40万 | 0.06% | 7,559 | -550 | -6.8% | -$6.07万 | 减仓 |
| ABBNY | ABB Ltd ADR | $84.10万 | 0.06% | 10,450 | 0 | 0.0% | — | 不变 |
| — | Honeywell International Inc. | $88.30万 | 0.06% | 3,906 | 321 | 9.0% | $7.26万 | 加仓 |
| KMI | Kinder Morgan Inc Class P | $90.20万 | 0.06% | 26,915 | -413 | -1.5% | -$1.38万 | 减仓 |
| HELO | JP Morgan ETF Trust (hedged Equity Laddered Overlay Etf) | $90.50万 | 0.06% | 14,165 | 3,705 | 35.4% | $23.67万 | 加仓 |
| IR | Ingersoll Rand Inc. | $91.00万 | 0.06% | 11,356 | 0 | 0.0% | — | 不变 |
| ANET | Arista Networks Inc | $97.30万 | 0.06% | 7,922 | 7,922 | — | $97.30万 | 新建仓 |
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | $97.50万 | 0.06% | 16,228 | 3,777 | 30.3% | $22.69万 | 加仓 |
| EMXC | iShares MSCI Emerging Markets Ex China ETF | $100.50万 | 0.07% | 12,773 | 12,773 | — | $100.50万 | 新建仓 |
| GATX | GATX Corporation | $101.40万 | 0.07% | 5,936 | -284 | -4.6% | -$4.85万 | 减仓 |
| STE | Steris PLC | $102.40万 | 0.07% | 4,629 | 0 | 0.0% | — | 不变 |
| INTU | Intuit Inc. | $105.10万 | 0.07% | 2,431 | 256 | 11.8% | $11.07万 | 加仓 |
| LNG | Cheniere Energy | $107.10万 | 0.07% | 3,775 | 0 | 0.0% | — | 不变 |
| LIN | Linde PLC | $107.70万 | 0.07% | 2,173 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co. | $107.80万 | 0.07% | 8,228 | 222 | 2.8% | $2.91万 | 加仓 |
| AVGO | Broadcom Inc. | $109.10万 | 0.07% | 3,524 | 182 | 5.4% | $5.63万 | 加仓 |
| STWD | Starwood Property Trust, Inc. | $109.30万 | 0.07% | 63,475 | 10,470 | 19.8% | $18.03万 | 加仓 |
| IAU | iShares Gold Trust | $109.50万 | 0.07% | 12,420 | 3,999 | 47.5% | $35.26万 | 加仓 |
| VCRM | Vanguard Core Tax-Ex Bond | $113.80万 | 0.08% | 15,140 | 311 | 2.1% | $2.34万 | 加仓 |
| VSDM | Vanguard Short Duration Tax Exempt Bond ETF | $116.20万 | 0.08% | 15,235 | 246 | 1.6% | $1.88万 | 加仓 |
| FANG | Diamondback Energy Inc | $118.70万 | 0.08% | 6,000 | 0 | 0.0% | — | 不变 |
| IVE | iShares S&P 500 Value ETF | $121.30万 | 0.08% | 5,743 | 0 | 0.0% | — | 不变 |
| ACN | Accenture Plc Class A | $124.30万 | 0.08% | 6,268 | 381 | 6.5% | $7.56万 | 加仓 |
| COP | Conocophillips | $126.70万 | 0.08% | 9,598 | 459 | 5.0% | $6.06万 | 加仓 |
| CRWD | CrowdStrike Holdings, Inc. Class A | $127.10万 | 0.08% | 3,256 | 0 | 0.0% | — | 不变 |
| ORLY | O'Reilly Automotive, Inc. | $127.40万 | 0.08% | 13,798 | 5,292 | 62.2% | $48.86万 | 加仓 |
| NVO | Novo Nordisk A/S Sponsored ADR Class B | $128.80万 | 0.09% | 35,040 | -2,080 | -5.6% | -$7.65万 | 减仓 |
| PLD | Prologis, Inc. | $132.50万 | 0.09% | 10,022 | 7,540 | 303.8% | $99.69万 | 加仓 |
| IBM | International Business Machines Corporation | $133.00万 | 0.09% | 5,485 | 1,955 | 55.4% | $47.40万 | 加仓 |
| MA | Mastercard Incorporated Class A | $134.90万 | 0.09% | 2,700 | 1,177 | 77.3% | $58.81万 | 加仓 |
| IWO | iShares Russell 2000 Growth ETF | $139.40万 | 0.09% | 4,441 | 0 | 0.0% | — | 不变 |
| IGM | iShares Expanded Tech Sector ETF | $142.90万 | 0.10% | 12,059 | 0 | 0.0% | — | 不变 |
| TYL | Tyler Technologies, Inc. | $147.00万 | 0.10% | 4,293 | 95 | 2.3% | $3.25万 | 加仓 |
| PFE | Pfizer Inc. | $150.30万 | 0.10% | 53,537 | -8,827 | -14.2% | -$24.78万 | 减仓 |
| UNH | UnitedHealth Group Incorporated | $151.60万 | 0.10% | 5,601 | -724 | -11.4% | -$19.60万 | 减仓 |
| IWM | iShares Russell 2000 ETF | $154.10万 | 0.10% | 6,214 | -22 | -0.4% | -$5,456 | 减仓 |
| CSCO | Cisco Systems, Inc. | $157.10万 | 0.10% | 20,248 | 1,999 | 11.0% | $15.51万 | 加仓 |
| TER | Teradyne, Inc. | $157.60万 | 0.10% | 5,317 | -450 | -7.8% | -$13.34万 | 减仓 |
| TGT | Target Corporation | $157.80万 | 0.10% | 13,017 | -1,000 | -7.1% | -$12.12万 | 减仓 |
| BNY | Bank of New York Mellon Corporation | $158.80万 | 0.11% | 13,388 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez International, Inc. Class A | $159.10万 | 0.11% | 27,611 | 0 | 0.0% | — | 不变 |
| IBDY | iShares iBonds Treasury 2033 | $161.40万 | 0.11% | 66,187 | 66,187 | — | $161.40万 | 新建仓 |
| IWR | iShares Russell Midcap ETF | $161.60万 | 0.11% | 16,623 | -106 | -0.6% | -$1.03万 | 减仓 |
| NVS | Novartis AG Sponsored ADR | $162.30万 | 0.11% | 10,627 | 592 | 5.9% | $9.04万 | 加仓 |
| PM | Philip Morris International Inc. | $162.40万 | 0.11% | 9,820 | -254 | -2.5% | -$4.20万 | 减仓 |
| CLX | Clorox Company | $167.20万 | 0.11% | 16,137 | -1,066 | -6.2% | -$11.05万 | 减仓 |
| FDX | FedEx Corporation | $169.80万 | 0.11% | 4,768 | -30 | -0.6% | -$1.07万 | 减仓 |
| GEV | GE Vernova Inc | $170.90万 | 0.11% | 1,958 | 1,137 | 138.5% | $99.24万 | 加仓 |
| IBTM | iShares iBonds Treasury 2032 | $171.20万 | 0.11% | 74,679 | 2,461 | 3.4% | $5.64万 | 加仓 |
| BIV | Vanguard Intermediate-Term Bond ETF | $171.90万 | 0.11% | 22,248 | -3,697 | -14.2% | -$28.57万 | 减仓 |
| FLEX | Flextronics Int'l LTD | $172.00万 | 0.11% | 26,279 | 0 | 0.0% | — | 不变 |
| IYW | iShares U.S. Technology ETF | $172.30万 | 0.11% | 9,500 | 0 | 0.0% | — | 不变 |
| MMM | 3M Company | $176.00万 | 0.12% | 12,118 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm Inc | $177.40万 | 0.12% | 13,774 | -2,773 | -16.8% | -$35.71万 | 减仓 |
| FSLR | First Solar, Inc. | $179.50万 | 0.12% | 9,100 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corporation | $183.20万 | 0.12% | 14,497 | -111 | -0.8% | -$1.40万 | 减仓 |
| VUSB | Vanguard Ultra-Short Bond ETF | $187.00万 | 0.12% | 37,559 | 3,814 | 11.3% | $18.99万 | 加仓 |
| BMY | Bristol-Myers Squibb Company | $187.90万 | 0.13% | 30,989 | 927 | 3.1% | $5.62万 | 加仓 |