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 |
|---|---|---|---|---|---|---|---|---|
| LLY | Eli Lilly and Company | $1,733.30万 | 1.15% | 18,845 | -96 | -0.5% | -$8.83万 | 减仓 |
| ATR | Aptargroup, Inc. | $1,889.90万 | 1.26% | 149,972 | -7,647 | -4.9% | -$96.37万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc. | $1,981.30万 | 1.32% | 40,308 | 199 | 0.5% | $9.78万 | 加仓 |
| IQV | Iqvia Holdings Inc | $1,988.80万 | 1.32% | 116,617 | -3,601 | -3.0% | -$61.41万 | 减仓 |
| AMT | American Tower Corporation | $2,068.60万 | 1.38% | 119,861 | -2,314 | -1.9% | -$39.94万 | 减仓 |
| APD | Air Products and Chemicals, Inc. | $2,098.10万 | 1.40% | 72,226 | -700 | -1.0% | -$20.33万 | 减仓 |
| CVX | Chevron Corporation | $2,145.20万 | 1.43% | 103,685 | -6,304 | -5.7% | -$130.43万 | 减仓 |
| PANW | Palo Alto Networks, Inc. | $2,207.40万 | 1.47% | 137,689 | 14,200 | 11.5% | $227.65万 | 加仓 |
| ROK | Rockwell Automation, Inc. | $2,328.90万 | 1.55% | 64,894 | -7,090 | -9.8% | -$254.44万 | 减仓 |
| ECL | Ecolab Inc. | $2,378.90万 | 1.58% | 89,427 | -4,702 | -5.0% | -$125.08万 | 减仓 |
| SYK | Stryker Corporation | $2,428.90万 | 1.62% | 73,919 | 4,539 | 6.5% | $149.15万 | 加仓 |
| SPGI | S&P Global, Inc. | $2,443.90万 | 1.63% | 57,457 | 1,755 | 3.2% | $74.65万 | 加仓 |
| NEE | NextEra Energy, Inc. | $2,462.50万 | 1.64% | 265,125 | -6,156 | -2.3% | -$57.18万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $2,713.90万 | 1.81% | 56,634 | -3,918 | -6.5% | -$187.75万 | 减仓 |
| SPY | SPDR S&P 500 ETF Trust | $2,873.40万 | 1.91% | 44,183 | -6,510 | -12.8% | -$423.37万 | 减仓 |
| NVDA | NVIDIA Corporation | $2,889.10万 | 1.92% | 165,659 | 21,529 | 14.9% | $375.47万 | 加仓 |
| UNP | Union Pacific Corporation | $2,972.00万 | 1.98% | 122,497 | -1,412 | -1.1% | -$34.26万 | 减仓 |
| V | Visa Inc. Class A | $4,022.30万 | 2.68% | 133,083 | -5,141 | -3.7% | -$155.38万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $4,763.40万 | 3.17% | 79,715 | 18,709 | 30.7% | $1,117.96万 | 加仓 |
| MSFT | Microsoft Corporation | $5,070.40万 | 3.37% | 136,974 | -996 | -0.7% | -$36.87万 | 减仓 |
| AMZN | Amazon.com, Inc. | $5,210.50万 | 3.47% | 250,179 | -8,471 | -3.3% | -$176.43万 | 减仓 |
| GOOG | Alphabet Inc. Class C | $5,217.00万 | 3.47% | 181,865 | -21,019 | -10.4% | -$602.95万 | 减仓 |
| AAPL | Apple Inc. | $7,282.20万 | 4.85% | 286,939 | 512 | 0.2% | $12.99万 | 加仓 |