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 |
|---|---|---|---|---|---|---|---|---|
| SAIC | Science Applications International Corp. | $22.20万 | 0.01% | 2,335 | -400 | -14.6% | -$3.80万 | 减仓 |
| FTV | Fortive Corp. | $21.70万 | 0.01% | 3,920 | 0 | 0.0% | — | 不变 |
| IJS | iShares S&P Small-Cap 600 Value ETF | $21.20万 | 0.01% | 1,791 | -139 | -7.2% | -$1.65万 | 减仓 |
| SUSA | iShares MSCI USA ESG Select ETF | $21.10万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| WTFC | Wintrust Financial Corporation | $20.80万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| PGR | Progressive Corporation | $20.50万 | 0.01% | 1,036 | 0 | 0.0% | — | 不变 |
| IWB | iShares Russell 1000 ETF | $20.10万 | 0.01% | 564 | -161 | -22.2% | -$5.74万 | 减仓 |
| BRO | Brown & Brown Inc | $20.00万 | 0.01% | 3,070 | -215 | -6.5% | -$1.40万 | 减仓 |
| — | Franklin New York Municipal Income ETF | $19.30万 | 0.01% | 24,733 | -13,510 | -35.3% | -$10.54万 | 减仓 |
| SNDK | Sandisk Corp Com | $0 | 0.00% | 0 | -6,733 | -100.0% | -$159.80万 | 清仓 |
| STT | State Street Corporation | $0 | 0.00% | 0 | -9,486 | -100.0% | -$122.40万 | 清仓 |
| — | Churchill Capital Corp X | $0 | 0.00% | 0 | -42,000 | -100.0% | -$65.50万 | 清仓 |
| ROOT | Root Inc | $0 | 0.00% | 0 | -6,869 | -100.0% | -$49.60万 | 清仓 |
| CTSH | Cognizant Technology Solutions Corporation Class A | $0 | 0.00% | 0 | -3,120 | -100.0% | -$25.90万 | 清仓 |
| SSNC | SS&C Technologies Holdings, Inc. | $0 | 0.00% | 0 | -2,840 | -100.0% | -$24.80万 | 清仓 |
| AME | AMETEK, Inc. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAMR | Lamar Advertising Co CL A | $0 | 0.00% | 0 | -1,695 | -100.0% | -$21.50万 | 清仓 |
| UL | Unilever PLC | $0 | 0.00% | 0 | -3,120 | -100.0% | -$20.40万 | 清仓 |
| QQQX | Nuveen Nasdaq 100 (dynamic Overwrite Fund) | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPRT | Copart, Inc. | $0 | 0.00% | 0 | -5,200 | -100.0% | -$20.40万 | 清仓 |
| CEG | Constellation Energy | $0 | 0.00% | 0 | -571 | -100.0% | -$20.20万 | 清仓 |
| TOTL | SPDR DoubleLine Total Return Tactical ETF | $0 | 0.00% | 0 | -5,000 | -100.0% | -$20.10万 | 清仓 |
| — | Viewra, Inc | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |