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 |
|---|---|---|---|---|---|---|---|---|
| VTES | The Vanguard Short-Term Tax-Exempt Bond ETF | $22.80万 | 0.01% | 2,250 | 0 | 0.0% | — | 不变 |
| PGR | Progressive Corporation | $22.60万 | 0.01% | 1,036 | 0 | 0.0% | — | 不变 |
| AME | AMETEK, Inc. | $22.40万 | 0.01% | 926 | -159 | -14.7% | -$3.85万 | 重新持有 |
| IJS | iShares S&P Small-Cap 600 Value ETF | $21.90万 | 0.01% | 1,603 | -188 | -10.5% | -$2.57万 | 减仓 |
| QQQX | Nuveen Nasdaq 100 (dynamic Overwrite Fund) | $21.60万 | 0.01% | 7,152 | 0 | 0.0% | — | 重新持有 |
| ICE | Intercontinental Exchange, Inc. | $21.20万 | 0.01% | 1,720 | -560 | -24.6% | -$6.90万 | 减仓 |
| ALC | Alcon, Inc. | $21.20万 | 0.01% | 3,164 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide Corporation | $21.20万 | 0.01% | 2,967 | 0 | 0.0% | — | 不变 |
| NVR | NVR Inc Com Usd0.01 | $21.10万 | 0.01% | 31 | 31 | — | $21.10万 | 新建仓 |
| VMC | Vulcan Materials Company | $20.70万 | 0.01% | 700 | 700 | — | $20.70万 | 新建仓 |
| LYV | Live Nation | $20.10万 | 0.01% | 1,100 | 1,100 | — | $20.10万 | 新建仓 |
| — | Franklin New York Municipal Income ETF | $19.70万 | 0.01% | 24,733 | 0 | 0.0% | — | 不变 |
| SPOT | Spotify Technology | $0 | 0.00% | 0 | -6,053 | -100.0% | -$293.50万 | 清仓 |
| IBDY | iShares iBonds Treasury 2033 | $0 | 0.00% | 0 | -66,187 | -100.0% | -$161.40万 | 清仓 |
| — | Hologic, Inc. | $0 | 0.00% | 0 | -10,410 | -100.0% | -$78.70万 | 清仓 |
| — | Franklin Pennsylvania Municipal Income ETF | $0 | 0.00% | 0 | -65,516 | -100.0% | -$56.20万 | 清仓 |
| AVY | Avery Dennison Corporation | $0 | 0.00% | 0 | -3,000 | -100.0% | -$51.80万 | 清仓 |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $0 | 0.00% | 0 | -5,723 | -100.0% | -$34.10万 | 清仓 |
| USMV | iShares TR MSCI USA (min Vol) | $0 | 0.00% | 0 | -3,389 | -100.0% | -$31.40万 | 清仓 |
| KEYS | Keysight Technologies | $0 | 0.00% | 0 | -1,004 | -100.0% | -$28.30万 | 清仓 |
| LHX | L3Harris Technologies Inc | $0 | 0.00% | 0 | -743 | -100.0% | -$25.60万 | 清仓 |
| LH | Labcorp Holdings Inc | $0 | 0.00% | 0 | -903 | -100.0% | -$24.10万 | 清仓 |
| FISV | Fiserv, Inc. | $0 | 0.00% | 0 | -3,972 | -100.0% | -$22.20万 | 清仓 |
| BRO | Brown & Brown Inc | $0 | 0.00% | 0 | -3,070 | -100.0% | -$20.00万 | 清仓 |
| — | Viewra, Inc | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | Hologic Inc CVR | $0 | 0.00% | 10,410 | 10,410 | — | — | 新建仓 |