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 |
|---|---|---|---|---|---|---|---|---|
| MDT | Medtronic PLC | $205.30万 | 0.12% | 26,248 | -1,003 | -3.7% | -$7.85万 | 减仓 |
| TFLO | iShares Treasury Floating Rate Bond ETF | $208.90万 | 0.13% | 41,258 | -687 | -1.6% | -$3.48万 | 减仓 |
| IYW | iShares U.S. Technology ETF | $214.40万 | 0.13% | 8,500 | -1,000 | -10.5% | -$25.22万 | 减仓 |
| NN | Nextnav Inc | $222.90万 | 0.14% | 125,000 | 0 | 0.0% | — | 不变 |
| FSLR | First Solar, Inc. | $226.80万 | 0.14% | 9,612 | 512 | 5.6% | $12.08万 | 加仓 |
| ORLY | O'Reilly Automotive, Inc. | $229.60万 | 0.14% | 24,928 | 11,130 | 80.7% | $102.51万 | 加仓 |
| WMT | Walmart Inc. | $231.30万 | 0.14% | 20,422 | 206 | 1.0% | $2.33万 | 加仓 |
| CRWD | CrowdStrike Holdings, Inc. Class A | $232.80万 | 0.14% | 3,051 | -205 | -6.3% | -$15.64万 | 减仓 |
| CSCO | Cisco Systems, Inc. | $234.90万 | 0.14% | 19,998 | -250 | -1.2% | -$2.94万 | 减仓 |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | $235.40万 | 0.14% | 30,812 | 15,672 | 103.5% | $119.73万 | 加仓 |
| GEV | GE Vernova Inc | $236.10万 | 0.14% | 2,010 | 52 | 2.7% | $6.11万 | 加仓 |
| TER | Teradyne, Inc. | $240.30万 | 0.15% | 4,967 | -350 | -6.6% | -$16.93万 | 减仓 |
| AFL | Aflac Incorporated | $250.50万 | 0.15% | 21,362 | 356 | 1.7% | $4.17万 | 加仓 |
| VEU | Vanguard FTSE All-World ex-US ETF | $251.40万 | 0.15% | 30,012 | 891 | 3.1% | $7.46万 | 加仓 |
| QCOM | Qualcomm Inc | $254.50万 | 0.15% | 13,774 | 0 | 0.0% | — | 不变 |
| VGUS | Vanguard Instl Index (FD Ultra-Short Trea) | $258.10万 | 0.16% | 34,110 | 4,116 | 13.7% | $31.14万 | 加仓 |
| APH | Amphenol Corporation | $262.80万 | 0.16% | 14,902 | 405 | 2.8% | $7.14万 | 加仓 |
| NSC | Norfolk Southern Corporation | $265.30万 | 0.16% | 8,433 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $277.30万 | 0.17% | 7,419 | 256 | 3.6% | $9.57万 | 加仓 |
| IBTL | iShares iBonds Treasury 2031 | $281.40万 | 0.17% | 139,397 | 16,051 | 13.0% | $32.40万 | 加仓 |
| VNQ | Vanguard Real Estate ETF | $287.60万 | 0.17% | 29,824 | 1,079 | 3.8% | $10.41万 | 加仓 |
| SNPS | Synopsys, Inc. | $295.80万 | 0.18% | 6,632 | -476 | -6.7% | -$21.23万 | 减仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $303.10万 | 0.18% | 59,932 | 15,987 | 36.4% | $80.85万 | 加仓 |
| VV | Vanguard Large-Cap ETF | $314.00万 | 0.19% | 9,131 | -35 | -0.4% | -$1.20万 | 减仓 |
| VXUS | Vanguard Total International Stock ETF | $320.20万 | 0.19% | 37,459 | 3,245 | 9.5% | $27.74万 | 加仓 |
| IBTK | iShares iBonds Treasury 2030 | $321.30万 | 0.20% | 164,416 | 21,949 | 15.4% | $42.89万 | 加仓 |
| VO | Vanguard Mid-Cap ETF | $321.50万 | 0.20% | 39,899 | 43 | 0.1% | $3,465 | 加仓 |
| RPM | RPM International Inc. | $326.00万 | 0.20% | 29,332 | -200 | -0.7% | -$2.22万 | 减仓 |
| RTX | RTX Corporation | $333.60万 | 0.20% | 17,581 | -325 | -1.8% | -$6.17万 | 减仓 |
| LOW | Lowe's Companies, Inc. | $340.80万 | 0.21% | 15,457 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works Inc. | $343.00万 | 0.21% | 12,681 | 140 | 1.1% | $3.79万 | 加仓 |
| KO | Coca-Cola Company | $343.20万 | 0.21% | 42,232 | -1,915 | -4.3% | -$15.56万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc. Class A | $374.40万 | 0.23% | 5 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc. | $375.40万 | 0.23% | 10,368 | -33 | -0.3% | -$1.19万 | 减仓 |
| IVW | iShares S&P 500 Growth ETF | $377.20万 | 0.23% | 27,424 | 0 | 0.0% | — | 不变 |
| IBTJ | iShares iBonds Treasury 2029 | $398.70万 | 0.24% | 184,177 | 36,094 | 24.4% | $78.14万 | 加仓 |
| IJH | iShares Core S&P Mid-Cap ETF | $408.80万 | 0.25% | 53,019 | -2,815 | -5.0% | -$21.70万 | 减仓 |
| WM | Waste Management, Inc. | $421.40万 | 0.26% | 18,909 | 383 | 2.1% | $8.54万 | 加仓 |
| FLEX | Flextronics Int'l LTD | $424.30万 | 0.26% | 26,179 | -100 | -0.4% | -$1.62万 | 减仓 |
| NKE | NIKE, Inc. Class B | $444.30万 | 0.27% | 108,233 | -14,173 | -11.6% | -$58.18万 | 减仓 |
| MKC | McCormick & Company, Inc. | $454.40万 | 0.28% | 90,115 | -57,572 | -39.0% | -$290.30万 | 减仓 |
| ANET | Arista Networks Inc | $458.00万 | 0.28% | 26,958 | 19,036 | 240.3% | $323.41万 | 加仓 |
| PLTR | Palantir Technologies Inc | $461.60万 | 0.28% | 39,561 | -424 | -1.1% | -$4.95万 | 减仓 |
| — | Exxon Mobil Corporation | $472.00万 | 0.29% | 34,526 | -8 | -0.0% | -$1,094 | 减仓 |
| CAT | Caterpillar Inc. | $482.20万 | 0.29% | 4,528 | -34 | -0.7% | -$3.62万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $488.70万 | 0.30% | 6,525 | -12 | -0.2% | -$8,988 | 减仓 |
| VGSH | Vanguard Short-Term Treasury ETF | $492.40万 | 0.30% | 84,609 | 3,652 | 4.5% | $21.25万 | 加仓 |
| BSV | Vanguard Short-Term Bond ETF | $493.80万 | 0.30% | 63,387 | 3,997 | 6.7% | $31.14万 | 加仓 |
| NSRGY | Nestle S.A. Sponsored ADR | $500.50万 | 0.30% | 48,725 | -335 | -0.7% | -$3.44万 | 减仓 |
| TT | Trane Technologies plc | $500.80万 | 0.30% | 10,197 | -24 | -0.2% | -$1.18万 | 减仓 |
| WELL | Welltower, Inc. | $508.40万 | 0.31% | 22,400 | -691 | -3.0% | -$15.68万 | 减仓 |
| AMAT | Applied Materials, Inc. | $532.40万 | 0.32% | 7,364 | -822 | -10.0% | -$59.43万 | 减仓 |
| TSM | Taiwan Semiconductor MFG. | $532.80万 | 0.32% | 11,156 | -1,185 | -9.6% | -$56.59万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $544.00万 | 0.33% | 76,352 | 11,316 | 17.4% | $80.63万 | 加仓 |
| MRK | Merck & Co., Inc. | $553.60万 | 0.34% | 43,081 | -2,385 | -5.2% | -$30.65万 | 减仓 |
| HUBB | Hubbell Incorporated Class B | $555.50万 | 0.34% | 10,618 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust | $569.90万 | 0.35% | 7,739 | -226 | -2.8% | -$16.64万 | 减仓 |
| AXP | American Express Co | $575.10万 | 0.35% | 17,004 | 69 | 0.4% | $2.33万 | 加仓 |
| GLW | Corning Inc | $619.40万 | 0.38% | 24,250 | -237 | -1.0% | -$6.05万 | 减仓 |
| IBTH | iShares iBonds Treasury 2027 | $630.80万 | 0.38% | 281,963 | 9,230 | 3.4% | $20.65万 | 加仓 |
| IBTI | iShares iBonds Treasury 2028 | $640.70万 | 0.39% | 289,372 | 23,388 | 8.8% | $51.78万 | 加仓 |
| VRP | Invesco Variable Rate Preferred ETF | $651.30万 | 0.40% | 267,922 | 11,045 | 4.3% | $26.85万 | 加仓 |
| DHR | Danaher Corporation | $658.50万 | 0.40% | 34,570 | -4,417 | -11.3% | -$84.14万 | 减仓 |
| NFLX | Netflix Inc | $719.50万 | 0.44% | 100,764 | 7,398 | 7.9% | $52.83万 | 加仓 |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $723.20万 | 0.44% | 91,511 | 332 | 0.4% | $2.62万 | 加仓 |
| ABT | Abbott Laboratories | $733.70万 | 0.45% | 80,859 | -165 | -0.2% | -$1.50万 | 减仓 |
| TEL | TE Connectivity PLC | $744.00万 | 0.45% | 36,904 | -289 | -0.8% | -$5.83万 | 减仓 |
| VCRB | Vanguard Core Bond ETF | $749.60万 | 0.45% | 97,054 | 7,621 | 8.5% | $58.86万 | 加仓 |
| IJR | iShares Core S&P Small Cap ETF | $750.10万 | 0.46% | 50,576 | -896 | -1.7% | -$13.29万 | 减仓 |
| MCD | McDonald's Corporation | $755.70万 | 0.46% | 27,958 | -1,830 | -6.1% | -$49.46万 | 减仓 |
| HD | Home Depot, Inc. | $756.40万 | 0.46% | 21,448 | 86 | 0.4% | $3.03万 | 加仓 |
| DIS | Walt Disney Company | $766.10万 | 0.46% | 79,592 | -2,771 | -3.4% | -$26.67万 | 减仓 |
| SHW | Sherwin-Williams Company | $785.50万 | 0.48% | 22,814 | -254 | -1.1% | -$8.75万 | 减仓 |
| MDY | SPDR S&P Midcap 400 ETF Trust | $787.10万 | 0.48% | 11,191 | 110 | 1.0% | $7.74万 | 加仓 |
| EOG | EOG Resources, Inc. | $834.60万 | 0.51% | 64,334 | -1,230 | -1.9% | -$15.96万 | 减仓 |
| ADI | Analog Devices, Inc. | $839.50万 | 0.51% | 21,138 | -717 | -3.3% | -$28.48万 | 减仓 |
| MPWR | Monolithic Power Systems, Inc. | $873.80万 | 0.53% | 6,321 | 1,777 | 39.1% | $245.65万 | 加仓 |
| ROP | Roper Technologies, Inc. | $880.60万 | 0.53% | 26,022 | -10,653 | -29.0% | -$360.50万 | 减仓 |
| LECO | Lincoln Electric Holdings, Inc. | $908.70万 | 0.55% | 34,226 | -15 | -0.0% | -$3,982 | 减仓 |
| MOAT | VanEck Morningstar Wide Moat ETF | $939.40万 | 0.57% | 90,357 | 23,202 | 34.5% | $241.22万 | 加仓 |
| PG | Procter & Gamble Company | $958.80万 | 0.58% | 65,388 | 9,926 | 17.9% | $145.55万 | 加仓 |
| CRM | Salesforce, Inc. | $960.20万 | 0.58% | 61,293 | -22,946 | -27.2% | -$359.47万 | 减仓 |
| TJX | TJX Companies Inc | $1,001.00万 | 0.61% | 66,070 | 12,338 | 23.0% | $186.93万 | 加仓 |
| PEP | PepsiCo, Inc. | $1,053.30万 | 0.64% | 77,794 | 15,968 | 25.8% | $216.20万 | 加仓 |
| XYL | Xylem Inc. | $1,081.40万 | 0.66% | 91,480 | 2,381 | 2.7% | $28.15万 | 加仓 |
| ZBRA | Zebra Technologies Corporation Class A | $1,146.80万 | 0.70% | 43,560 | -5,267 | -10.8% | -$138.66万 | 减仓 |
| META | Meta Platforms | $1,247.00万 | 0.76% | 22,137 | 110 | 0.5% | $6.20万 | 加仓 |
| ATR | Aptargroup, Inc. | $1,266.00万 | 0.77% | 101,119 | -48,853 | -32.6% | -$611.63万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $1,387.50万 | 0.84% | 37,495 | 1,462 | 4.1% | $54.10万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $1,394.50万 | 0.85% | 58,935 | -4,979 | -7.8% | -$117.81万 | 减仓 |
| PH | Parker-Hannifin Corporation | $1,421.50万 | 0.86% | 14,533 | -12 | -0.1% | -$1.17万 | 减仓 |
| IDXX | IDEXX Laboratories, Inc. | $1,451.40万 | 0.88% | 27,571 | 1,227 | 4.7% | $64.59万 | 加仓 |
| NOW | ServiceNow, Inc. | $1,469.70万 | 0.89% | 148,037 | 3,205 | 2.2% | $31.82万 | 加仓 |
| JPM | JPMorgan Chase & Co. | $1,501.10万 | 0.91% | 45,858 | -835 | -1.8% | -$27.33万 | 减仓 |
| COST | Costco Wholesale Corporation | $1,513.50万 | 0.92% | 16,179 | 3,231 | 25.0% | $302.25万 | 加仓 |
| ADP | Automatic Data Processing, Inc. | $1,584.30万 | 0.96% | 70,744 | -770 | -1.1% | -$17.24万 | 减仓 |
| ASML | ASML Holding NV ADR | $1,590.20万 | 0.97% | 7,993 | 204 | 2.6% | $40.59万 | 加仓 |
| VTIP | Vanguard Short-Term Inflation-Protected ETF | $1,661.80万 | 1.01% | 330,842 | 29,516 | 9.8% | $148.26万 | 加仓 |
| CVX | Chevron Corporation | $1,679.00万 | 1.02% | 101,289 | -2,396 | -2.3% | -$39.72万 | 减仓 |
| MRSH | Marsh | $1,702.50万 | 1.03% | 102,145 | 4,964 | 5.1% | $82.74万 | 加仓 |