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 |
|---|---|---|---|---|---|---|---|---|
| IBTK | iShares iBonds Treasury 2030 | $321.30万 | 0.20% | 164,416 | 21,949 | 15.4% | $42.89万 | 加仓 |
| VXUS | Vanguard Total International Stock ETF | $320.20万 | 0.19% | 37,459 | 3,245 | 9.5% | $27.74万 | 加仓 |
| VV | Vanguard Large-Cap ETF | $314.00万 | 0.19% | 9,131 | -35 | -0.4% | -$1.20万 | 减仓 |
| JPST | JPMorgan Ultra-Short Income ETF | $303.10万 | 0.18% | 59,932 | 15,987 | 36.4% | $80.85万 | 加仓 |
| SNPS | Synopsys, Inc. | $295.80万 | 0.18% | 6,632 | -476 | -6.7% | -$21.23万 | 减仓 |
| VNQ | Vanguard Real Estate ETF | $287.60万 | 0.17% | 29,824 | 1,079 | 3.8% | $10.41万 | 加仓 |
| IBTL | iShares iBonds Treasury 2031 | $281.40万 | 0.17% | 139,397 | 16,051 | 13.0% | $32.40万 | 加仓 |
| GE | GE Aerospace | $277.30万 | 0.17% | 7,419 | 256 | 3.6% | $9.57万 | 加仓 |
| NSC | Norfolk Southern Corporation | $265.30万 | 0.16% | 8,433 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corporation | $262.80万 | 0.16% | 14,902 | 405 | 2.8% | $7.14万 | 加仓 |
| VGUS | Vanguard Instl Index (FD Ultra-Short Trea) | $258.10万 | 0.16% | 34,110 | 4,116 | 13.7% | $31.14万 | 加仓 |
| QCOM | Qualcomm Inc | $254.50万 | 0.15% | 13,774 | 0 | 0.0% | — | 不变 |
| VEU | Vanguard FTSE All-World ex-US ETF | $251.40万 | 0.15% | 30,012 | 891 | 3.1% | $7.46万 | 加仓 |
| AFL | Aflac Incorporated | $250.50万 | 0.15% | 21,362 | 356 | 1.7% | $4.17万 | 加仓 |
| TER | Teradyne, Inc. | $240.30万 | 0.15% | 4,967 | -350 | -6.6% | -$16.93万 | 减仓 |
| GEV | GE Vernova Inc | $236.10万 | 0.14% | 2,010 | 52 | 2.7% | $6.11万 | 加仓 |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | $235.40万 | 0.14% | 30,812 | 15,672 | 103.5% | $119.73万 | 加仓 |
| CSCO | Cisco Systems, Inc. | $234.90万 | 0.14% | 19,998 | -250 | -1.2% | -$2.94万 | 减仓 |
| CRWD | CrowdStrike Holdings, Inc. Class A | $232.80万 | 0.14% | 3,051 | -205 | -6.3% | -$15.64万 | 减仓 |
| WMT | Walmart Inc. | $231.30万 | 0.14% | 20,422 | 206 | 1.0% | $2.33万 | 加仓 |
| ORLY | O'Reilly Automotive, Inc. | $229.60万 | 0.14% | 24,928 | 11,130 | 80.7% | $102.51万 | 加仓 |
| FSLR | First Solar, Inc. | $226.80万 | 0.14% | 9,612 | 512 | 5.6% | $12.08万 | 加仓 |
| NN | Nextnav Inc | $222.90万 | 0.14% | 125,000 | 0 | 0.0% | — | 不变 |
| IYW | iShares U.S. Technology ETF | $214.40万 | 0.13% | 8,500 | -1,000 | -10.5% | -$25.22万 | 减仓 |
| TFLO | iShares Treasury Floating Rate Bond ETF | $208.90万 | 0.13% | 41,258 | -687 | -1.6% | -$3.48万 | 减仓 |
| MDT | Medtronic PLC | $205.30万 | 0.12% | 26,248 | -1,003 | -3.7% | -$7.85万 | 减仓 |
| UNH | UnitedHealth Group Incorporated | $203.30万 | 0.12% | 4,891 | -710 | -12.7% | -$29.51万 | 减仓 |
| GILD | Gilead Sciences, Inc. | $202.60万 | 0.12% | 16,037 | 0 | 0.0% | — | 不变 |
| GIS | General Mills, Inc. | $199.80万 | 0.12% | 57,406 | -6,260 | -9.8% | -$21.79万 | 减仓 |
| IGM | iShares Expanded Tech Sector ETF | $197.30万 | 0.12% | 12,059 | 0 | 0.0% | — | 不变 |
| MMM | 3M Company | $196.20万 | 0.12% | 12,118 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris International Inc. | $191.20万 | 0.12% | 10,570 | 750 | 7.6% | $13.57万 | 加仓 |
| AVGO | Broadcom Inc. | $190.30万 | 0.12% | 5,039 | 1,515 | 43.0% | $57.21万 | 加仓 |
| IWM | iShares Russell 2000 ETF | $187.00万 | 0.11% | 6,223 | 9 | 0.1% | $2,704 | 加仓 |
| ORCL | Oracle Corporation | $186.90万 | 0.11% | 12,756 | -319 | -2.4% | -$4.67万 | 减仓 |
| BNY | Bank of New York Mellon Corporation | $186.40万 | 0.11% | 12,888 | -500 | -3.7% | -$7.23万 | 减仓 |
| IBTM | iShares iBonds Treasury 2032 | $185.60万 | 0.11% | 81,786 | 7,107 | 9.5% | $16.13万 | 加仓 |
| IBTG | iShares iBonds Treasury 2026 | $184.50万 | 0.11% | 80,617 | -45,643 | -36.2% | -$104.46万 | 减仓 |
| IWR | iShares Russell Midcap ETF | $182.80万 | 0.11% | 16,570 | -53 | -0.3% | -$5,847 | 减仓 |
| AWK | American Water Works Co Inc | $180.60万 | 0.11% | 13,727 | -346 | -2.5% | -$4.55万 | 减仓 |
| BMY | Bristol-Myers Squibb Company | $179.10万 | 0.11% | 31,077 | 88 | 0.3% | $5,072 | 加仓 |
| VZ | Verizon Communications Inc. | $177.90万 | 0.11% | 42,022 | 292 | 0.7% | $1.24万 | 加仓 |
| BIV | Vanguard Intermediate-Term Bond ETF | $177.30万 | 0.11% | 23,116 | 868 | 3.9% | $6.66万 | 加仓 |
| NVO | Novo Nordisk A/S Sponsored ADR Class B | $177.10万 | 0.11% | 36,941 | 1,901 | 5.4% | $9.11万 | 加仓 |
| IWO | iShares Russell 2000 Growth ETF | $175.00万 | 0.11% | 4,441 | 0 | 0.0% | — | 不变 |
| IBM | International Business Machines Corporation | $173.60万 | 0.11% | 6,175 | 690 | 12.6% | $19.40万 | 加仓 |
| TGT | Target Corporation | $170.00万 | 0.10% | 13,017 | 0 | 0.0% | — | 不变 |
| IBTO | iShares iBonds Treasury 2033 | $169.80万 | 0.10% | 70,359 | 70,359 | — | $169.80万 | 新建仓 |
| TYL | Tyler Technologies, Inc. | $169.00万 | 0.10% | 5,780 | 1,487 | 34.6% | $43.48万 | 加仓 |
| NVS | Novartis AG Sponsored ADR | $166.50万 | 0.10% | 10,627 | 0 | 0.0% | — | 不变 |
| PLD | Prologis, Inc. | $165.80万 | 0.10% | 12,237 | 2,215 | 22.1% | $30.01万 | 加仓 |
| VUSB | Vanguard Ultra-Short Bond ETF | $158.00万 | 0.10% | 31,744 | -5,815 | -15.5% | -$28.94万 | 减仓 |
| VSDM | Vanguard Short Duration Tax Exempt Bond ETF | $157.00万 | 0.10% | 20,487 | 5,252 | 34.5% | $40.25万 | 加仓 |
| MDLZ | Mondelez International, Inc. Class A | $155.90万 | 0.09% | 26,962 | -649 | -2.4% | -$3.75万 | 减仓 |
| EMXC | iShares MSCI Emerging Markets Ex China ETF | $154.70万 | 0.09% | 15,123 | 2,350 | 18.4% | $24.04万 | 加仓 |
| BSX | Boston Scientific Corporation | $153.70万 | 0.09% | 36,005 | 5,140 | 16.7% | $21.94万 | 加仓 |
| CLX | Clorox Company | $143.60万 | 0.09% | 15,042 | -1,095 | -6.8% | -$10.45万 | 减仓 |
| MA | Mastercard Incorporated Class A | $141.90万 | 0.09% | 2,763 | 63 | 2.3% | $3.24万 | 加仓 |
| FDX | FedEx Corporation | $135.10万 | 0.08% | 4,314 | -454 | -9.5% | -$14.22万 | 减仓 |
| IVE | iShares S&P 500 Value ETF | $130.40万 | 0.08% | 5,743 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc. | $128.40万 | 0.08% | 53,337 | -200 | -0.4% | -$4,815 | 减仓 |
| LIN | Linde PLC | $126.80万 | 0.08% | 2,444 | 271 | 12.5% | $14.06万 | 加仓 |
| INOD | Innodata Inc Com New | $124.00万 | 0.08% | 16,400 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard FTSE Emerging Markets ETF | $117.70万 | 0.07% | 19,712 | 5,336 | 37.1% | $31.86万 | 加仓 |
| INTC | Intel Corporation | $117.40万 | 0.07% | 8,410 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co. | $117.00万 | 0.07% | 8,173 | -55 | -0.7% | -$7,873 | 减仓 |
| ABBNY | ABB Ltd ADR | $113.60万 | 0.07% | 10,450 | 0 | 0.0% | — | 不变 |
| STWD | Starwood Property Trust, Inc. | $106.10万 | 0.06% | 64,759 | 1,284 | 2.0% | $2.10万 | 加仓 |
| FANG | Diamondback Energy Inc | $105.50万 | 0.06% | 6,000 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe Inc. | $105.20万 | 0.06% | 5,133 | -11,659 | -69.4% | -$238.95万 | 减仓 |
| STX | Seagate Technology Holdings | $101.10万 | 0.06% | 1,048 | 0 | 0.0% | — | 不变 |
| DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | $100.20万 | 0.06% | 15,488 | -740 | -4.6% | -$4.79万 | 减仓 |
| GATX | GATX Corporation | $98.70万 | 0.06% | 5,573 | -363 | -6.1% | -$6.43万 | 减仓 |
| COP | Conocophillips | $98.40万 | 0.06% | 9,468 | -130 | -1.4% | -$1.35万 | 减仓 |
| STE | Steris PLC | $97.50万 | 0.06% | 4,629 | 0 | 0.0% | — | 不变 |
| IAU | iShares Gold Trust | $96.80万 | 0.06% | 12,820 | 400 | 3.2% | $3.02万 | 加仓 |
| IR | Ingersoll Rand Inc. | $93.10万 | 0.06% | 11,356 | 0 | 0.0% | — | 不变 |
| DE | Deere & Company | $90.50万 | 0.05% | 1,427 | -20 | -1.4% | -$1.27万 | 减仓 |
| LNG | Cheniere Energy | $90.20万 | 0.05% | 3,775 | 0 | 0.0% | — | 不变 |
| MO | Altria Group Inc | $87.50万 | 0.05% | 12,164 | 81 | 0.7% | $5,827 | 加仓 |
| — | Franklin Municipal Income ETF | $84.50万 | 0.05% | 106,576 | 72,000 | 208.2% | $57.09万 | 加仓 |
| EFA | iShares MSCI EAFE ETF | $84.10万 | 0.05% | 8,097 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth ETF | $82.70万 | 0.05% | 9,595 | 841 | 9.6% | $7.25万 | 加仓 |
| IWF | iShares Russell 1000 Growth ETF | $81.50万 | 0.05% | 6,562 | 950 | 16.9% | $11.80万 | 加仓 |
| ACWI | iShares MSCI ACWI ETF | $81.20万 | 0.05% | 5,175 | 0 | 0.0% | — | 不变 |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | $79.90万 | 0.05% | 15,674 | -491 | -3.0% | -$2.50万 | 减仓 |
| AM | Antero Midstream Corp. | $79.60万 | 0.05% | 35,000 | 0 | 0.0% | — | 不变 |
| KMI | Kinder Morgan Inc Class P | $79.10万 | 0.05% | 24,732 | -2,183 | -8.1% | -$6.98万 | 减仓 |
| VYM | Vanguard High Dividend Yield Index ETF | $75.30万 | 0.05% | 4,768 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify, Inc. Class A | $74.20万 | 0.05% | 6,501 | -122 | -1.8% | -$1.39万 | 减仓 |
| ACN | Accenture Plc Class A | $72.50万 | 0.04% | 5,825 | -443 | -7.1% | -$5.51万 | 减仓 |
| JCI | Johnson Controls International PLC | $72.40万 | 0.04% | 4,955 | 0 | 0.0% | — | 不变 |
| CVS | CVS Health Corporation | $70.50万 | 0.04% | 6,815 | 0 | 0.0% | — | 不变 |
| DOV | Dover Corporation | $70.40万 | 0.04% | 3,141 | 0 | 0.0% | — | 不变 |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $69.50万 | 0.04% | 13,270 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast Corporation Class A | $69.40万 | 0.04% | 28,266 | 352 | 1.3% | $8,642 | 加仓 |
| CB | Chubb Limited | $69.30万 | 0.04% | 2,035 | 173 | 9.3% | $5.89万 | 加仓 |
| PNC | PNC Financial Services Group, Inc. | $67.80万 | 0.04% | 2,755 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial | $66.90万 | 0.04% | 1,458 | 0 | 0.0% | — | 不变 |
| MCO | Moody's Corporation | $65.90万 | 0.04% | 1,454 | 0 | 0.0% | — | 不变 |