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 |
|---|---|---|---|---|---|---|---|---|
| AWK | American Water Works Co Inc | $191.50万 | 0.13% | 14,073 | -170 | -1.2% | -$2.31万 | 减仓 |
| ORCL | Oracle Corporation | $192.30万 | 0.13% | 13,075 | -1,041 | -7.4% | -$15.31万 | 减仓 |
| BSX | Boston Scientific Corporation | $193.70万 | 0.13% | 30,865 | 1,241 | 4.2% | $7.79万 | 加仓 |
| NN | Nextnav Inc | $200.30万 | 0.13% | 125,000 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $203.30万 | 0.14% | 7,163 | 5,302 | 284.9% | $150.48万 | 加仓 |
| VZ | Verizon Communications Inc. | $209.50万 | 0.14% | 41,730 | 470 | 1.1% | $2.36万 | 加仓 |
| TFLO | iShares Treasury Floating Rate Bond ETF | $212.40万 | 0.14% | 41,945 | -3,135 | -7.0% | -$15.87万 | 减仓 |
| VEU | Vanguard FTSE All-World ex-US ETF | $218.70万 | 0.15% | 29,121 | 480 | 1.7% | $3.60万 | 加仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $222.60万 | 0.15% | 43,945 | -7,959 | -15.3% | -$40.32万 | 减仓 |
| GILD | Gilead Sciences, Inc. | $223.50万 | 0.15% | 16,037 | -303 | -1.9% | -$4.22万 | 减仓 |
| VGUS | Vanguard Instl Index (FD Ultra-Short Trea) | $226.90万 | 0.15% | 29,994 | 2,948 | 10.9% | $22.30万 | 加仓 |
| AFL | Aflac Incorporated | $230.50万 | 0.15% | 21,006 | 0 | 0.0% | — | 不变 |
| MDT | Medtronic PLC | $236.10万 | 0.16% | 27,251 | -182 | -0.7% | -$1.58万 | 减仓 |
| GIS | General Mills, Inc. | $237.00万 | 0.16% | 63,666 | 0 | 0.0% | — | 不变 |
| NSC | Norfolk Southern Corporation | $242.00万 | 0.16% | 8,433 | -40 | -0.5% | -$1.15万 | 减仓 |
| WMT | Walmart Inc. | $251.20万 | 0.17% | 20,216 | 204 | 1.0% | $2.53万 | 加仓 |
| IBTL | iShares iBonds Treasury 2031 | $251.60万 | 0.17% | 123,346 | 18,090 | 17.2% | $36.90万 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $255.00万 | 0.17% | 28,745 | 8,511 | 42.1% | $75.50万 | 加仓 |
| VXUS | Vanguard Total International Stock ETF | $263.80万 | 0.18% | 34,214 | 2,211 | 6.9% | $17.05万 | 加仓 |
| VV | Vanguard Large-Cap ETF | $273.90万 | 0.18% | 9,166 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials, Inc. | $279.80万 | 0.19% | 8,186 | 54 | 0.7% | $1.85万 | 加仓 |
| IBTK | iShares iBonds Treasury 2030 | $280.90万 | 0.19% | 142,467 | 27,092 | 23.5% | $53.42万 | 加仓 |
| SNPS | Synopsys, Inc. | $281.80万 | 0.19% | 7,108 | -145 | -2.0% | -$5.75万 | 减仓 |
| VO | Vanguard Mid-Cap ETF | $286.20万 | 0.19% | 9,964 | 0 | 0.0% | — | 不变 |
| IBTG | iShares iBonds Treasury 2026 | $289.30万 | 0.19% | 126,260 | -94,254 | -42.7% | -$215.96万 | 减仓 |
| RPM | RPM International Inc. | $293.50万 | 0.20% | 29,532 | 1,997 | 7.3% | $19.85万 | 加仓 |
| SPOT | Spotify Technology | $293.50万 | 0.20% | 6,053 | 6,053 | — | $293.50万 | 新建仓 |
| IVW | iShares S&P 500 Growth ETF | $310.20万 | 0.21% | 27,424 | 25 | 0.1% | $2,828 | 加仓 |
| CAT | Caterpillar Inc. | $323.20万 | 0.22% | 4,562 | -1,421 | -23.8% | -$100.67万 | 减仓 |
| IBTJ | iShares iBonds Treasury 2029 | $323.50万 | 0.22% | 148,083 | 21,872 | 17.3% | $47.78万 | 加仓 |
| ITW | Illinois Tool Works Inc. | $326.40万 | 0.22% | 12,541 | 1,596 | 14.6% | $41.54万 | 加仓 |
| GLW | Corning Inc | $332.90万 | 0.22% | 24,487 | -8,068 | -24.8% | -$109.68万 | 减仓 |
| KO | Coca-Cola Company | $335.70万 | 0.22% | 44,147 | -526 | -1.2% | -$4.00万 | 减仓 |
| RTX | RTX Corporation | $345.40万 | 0.23% | 17,906 | 49 | 0.3% | $9,452 | 加仓 |
| BRK/A | Berkshire Hathaway Inc. Class A | $359.10万 | 0.24% | 5 | 0 | 0.0% | — | 不变 |
| LOW | Lowe's Companies, Inc. | $365.20万 | 0.24% | 15,457 | -4,168 | -21.2% | -$98.48万 | 减仓 |
| AMGN | Amgen Inc. | $366.00万 | 0.24% | 10,401 | 1,234 | 13.5% | $43.42万 | 加仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $377.00万 | 0.25% | 55,834 | 1,018 | 1.9% | $6.87万 | 加仓 |
| ADBE | Adobe Inc. | $408.20万 | 0.27% | 16,792 | -2,093 | -11.1% | -$50.88万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $416.70万 | 0.28% | 65,036 | 14,311 | 28.2% | $91.69万 | 加仓 |
| TSM | Taiwan Semiconductor MFG. | $417.10万 | 0.28% | 12,341 | 714 | 6.1% | $24.13万 | 加仓 |
| WM | Waste Management, Inc. | $425.70万 | 0.28% | 18,526 | 1,409 | 8.2% | $32.38万 | 加仓 |
| TT | Trane Technologies plc | $425.90万 | 0.28% | 10,221 | -1,075 | -9.5% | -$44.79万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $427.00万 | 0.28% | 6,537 | -11 | -0.2% | -$7,185 | 减仓 |
| WELL | Welltower, Inc. | $456.50万 | 0.30% | 23,091 | 1,048 | 4.8% | $20.72万 | 加仓 |
| QQQ | Invesco QQQ Trust | $459.70万 | 0.31% | 7,965 | -954 | -10.7% | -$55.06万 | 减仓 |
| BSV | Vanguard Short-Term Bond ETF | $466.00万 | 0.31% | 59,390 | -3,551 | -5.6% | -$27.86万 | 减仓 |
| VGSH | Vanguard Short-Term Treasury ETF | $473.90万 | 0.32% | 80,957 | 10,125 | 14.3% | $59.27万 | 加仓 |
| NSRGY | Nestle S.A. Sponsored ADR | $485.50万 | 0.32% | 49,060 | -2,353 | -4.6% | -$23.29万 | 减仓 |
| MPWR | Monolithic Power Systems, Inc. | $496.80万 | 0.33% | 4,544 | -109 | -2.3% | -$11.92万 | 减仓 |
| AXP | American Express Co | $512.30万 | 0.34% | 16,935 | 4,025 | 31.2% | $121.76万 | 加仓 |
| HUBB | Hubbell Incorporated Class B | $521.10万 | 0.35% | 10,618 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co., Inc. | $546.90万 | 0.36% | 45,466 | -958 | -2.1% | -$11.52万 | 减仓 |
| PLTR | Palantir Technologies Inc | $584.90万 | 0.39% | 39,985 | 2,255 | 6.0% | $32.99万 | 加仓 |
| — | Exxon Mobil Corporation | $585.90万 | 0.39% | 34,534 | -1,063 | -3.0% | -$18.03万 | 减仓 |
| IBTI | iShares iBonds Treasury 2028 | $592.70万 | 0.39% | 265,984 | 14,330 | 5.7% | $31.93万 | 加仓 |
| IBTH | iShares iBonds Treasury 2027 | $611.70万 | 0.41% | 272,733 | 13,534 | 5.2% | $30.35万 | 加仓 |
| VRP | Invesco Variable Rate Preferred ETF | $616.00万 | 0.41% | 256,877 | 8,700 | 3.5% | $20.86万 | 加仓 |
| IJR | iShares Core S&P Small Cap ETF | $639.80万 | 0.43% | 51,472 | -4,584 | -8.2% | -$56.98万 | 减仓 |
| NKE | NIKE, Inc. Class B | $646.50万 | 0.43% | 122,406 | -4,771 | -3.8% | -$25.20万 | 减仓 |
| MOAT | VanEck Morningstar Wide Moat ETF | $649.40万 | 0.43% | 67,155 | 958 | 1.4% | $9.26万 | 加仓 |
| MDY | SPDR S&P Midcap 400 ETF Trust | $683.40万 | 0.45% | 11,081 | -474 | -4.1% | -$29.23万 | 减仓 |
| VCRB | Vanguard Core Bond ETF | $692.00万 | 0.46% | 89,433 | 17,796 | 24.8% | $137.70万 | 加仓 |
| ADI | Analog Devices, Inc. | $695.30万 | 0.46% | 21,855 | 92 | 0.4% | $2.93万 | 加仓 |
| HD | Home Depot, Inc. | $702.60万 | 0.47% | 21,362 | 197 | 0.9% | $6.48万 | 加仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $722.90万 | 0.48% | 91,179 | 4,212 | 4.8% | $33.39万 | 加仓 |
| DHR | Danaher Corporation | $739.20万 | 0.49% | 38,987 | -336 | -0.9% | -$6.37万 | 减仓 |
| SHW | Sherwin-Williams Company | $739.40万 | 0.49% | 23,068 | -658 | -2.8% | -$21.09万 | 减仓 |
| MKC | McCormick & Company, Inc. | $744.90万 | 0.50% | 147,687 | 5,537 | 3.9% | $27.93万 | 加仓 |
| TEL | TE Connectivity PLC | $777.40万 | 0.52% | 37,193 | 1,105 | 3.1% | $23.10万 | 加仓 |
| DIS | Walt Disney Company | $793.80万 | 0.53% | 82,363 | 3,091 | 3.9% | $29.79万 | 加仓 |
| PG | Procter & Gamble Company | $801.10万 | 0.53% | 55,462 | -4,551 | -7.6% | -$65.74万 | 减仓 |
| ABT | Abbott Laboratories | $831.90万 | 0.55% | 81,024 | -1,601 | -1.9% | -$16.44万 | 减仓 |
| LECO | Lincoln Electric Holdings, Inc. | $852.90万 | 0.57% | 34,241 | -236 | -0.7% | -$5.88万 | 减仓 |
| TJX | TJX Companies Inc | $858.10万 | 0.57% | 53,732 | -2,029 | -3.6% | -$32.40万 | 减仓 |
| NFLX | Netflix Inc | $897.70万 | 0.60% | 93,366 | 24,009 | 34.6% | $230.84万 | 加仓 |
| MCD | McDonald's Corporation | $925.80万 | 0.62% | 29,788 | 1,563 | 5.5% | $48.58万 | 加仓 |
| EOG | EOG Resources, Inc. | $947.90万 | 0.63% | 65,564 | -5,172 | -7.3% | -$74.77万 | 减仓 |
| PEP | PepsiCo, Inc. | $960.10万 | 0.64% | 61,826 | -1,607 | -2.5% | -$24.96万 | 减仓 |
| ZBRA | Zebra Technologies Corporation Class A | $1,020.90万 | 0.68% | 48,827 | -3,157 | -6.1% | -$66.01万 | 减仓 |
| ASML | ASML Holding NV ADR | $1,028.80万 | 0.68% | 7,789 | 18 | 0.2% | $2.38万 | 加仓 |
| XYL | Xylem Inc. | $1,064.70万 | 0.71% | 89,099 | 513 | 0.6% | $6.13万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $1,156.00万 | 0.77% | 36,033 | 3,691 | 11.4% | $118.41万 | 加仓 |
| META | Meta Platforms | $1,260.20万 | 0.84% | 22,027 | 4,616 | 26.5% | $264.09万 | 加仓 |
| COST | Costco Wholesale Corporation | $1,290.20万 | 0.86% | 12,948 | -588 | -4.3% | -$58.59万 | 减仓 |
| ROP | Roper Technologies, Inc. | $1,297.80万 | 0.86% | 36,675 | -3,546 | -8.8% | -$125.48万 | 减仓 |
| PH | Parker-Hannifin Corporation | $1,302.10万 | 0.87% | 14,545 | 3,286 | 29.2% | $294.17万 | 加仓 |
| JPM | JPMorgan Chase & Co. | $1,373.50万 | 0.91% | 46,693 | 1,735 | 3.9% | $51.04万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $1,374.50万 | 0.91% | 63,914 | 6,681 | 11.7% | $143.68万 | 加仓 |
| ADP | Automatic Data Processing, Inc. | $1,453.00万 | 0.97% | 71,514 | -2,131 | -2.9% | -$43.30万 | 减仓 |
| ETN | Eaton Corp. PLC | $1,472.10万 | 0.98% | 41,157 | -289 | -0.7% | -$10.34万 | 减仓 |
| IDXX | IDEXX Laboratories, Inc. | $1,480.20万 | 0.98% | 26,344 | -711 | -2.6% | -$39.95万 | 减仓 |
| VTIP | Vanguard Short-Term Inflation-Protected ETF | $1,505.10万 | 1.00% | 301,326 | 18,057 | 6.4% | $90.19万 | 加仓 |
| VXF | Vanguard Extended Market ETF | $1,505.50万 | 1.00% | 73,155 | 6,904 | 10.4% | $142.08万 | 加仓 |
| NOW | ServiceNow, Inc. | $1,514.20万 | 1.01% | 144,832 | -2,145 | -1.5% | -$22.43万 | 减仓 |
| ABBV | AbbVie, Inc. | $1,547.70万 | 1.03% | 71,162 | -61 | -0.1% | -$1.33万 | 减仓 |
| CRM | Salesforce, Inc. | $1,572.50万 | 1.05% | 84,239 | -5,198 | -5.8% | -$97.03万 | 减仓 |
| GOOGL | Alphabet Inc. Class A | $1,642.90万 | 1.09% | 57,134 | -2,339 | -3.9% | -$67.26万 | 减仓 |
| JNJ | Johnson & Johnson | $1,683.70万 | 1.12% | 68,879 | -4,583 | -6.2% | -$112.03万 | 减仓 |
| MRSH | Marsh | $1,685.60万 | 1.12% | 97,181 | -846 | -0.9% | -$14.67万 | 减仓 |