APPLETON PARTNERS INC/MA
BOSTON MA · SEC CIK 0001055290
$16.32亿2026Q2 申报市值
275持仓数
34.6%前十大占比 · 第一大 5.8%
18 / 9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
FSMD 新建仓+$877.40万
AVSC 新建仓+$861.60万
MITSUBISHI HEAVY 新建仓+$520.90万
TER 新建仓+$500.40万
FLRN 加仓+$179.93万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$2,616.21万
JPSE 减仓-$936.55万
JPME 减仓-$899.59万
GEV 减仓-$410.27万
DD 减仓-$293.47万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $9,544.80万 | 5.85% | 329,859 | -6,767 | -2.0% | -$195.81万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $9,252.60万 | 5.67% | 80,158 | -22,665 | -22.0% | -$2,616.21万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | $5,984.70万 | 3.67% | 421,782 | 1,375 | 0.3% | $19.51万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP | $5,483.10万 | 3.36% | 1,863,107 | 16,237 | 0.9% | $47.79万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $4,808.80万 | 2.95% | 136,098 | -995 | -0.7% | -$35.16万 | 减仓 |
| GEV | GE VERNOVA INC COM | $4,514.10万 | 2.77% | 38,422 | -3,492 | -8.3% | -$410.27万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $4,340.50万 | 2.66% | 116,361 | -3,033 | -2.5% | -$113.14万 | 减仓 |
| AVGO | BROADCOM INC COM | $4,266.50万 | 2.61% | 112,946 | -5,776 | -4.9% | -$218.19万 | 减仓 |
| AMZN | AMAZON COM INC COM | $4,218.90万 | 2.59% | 177,012 | -2,498 | -1.4% | -$59.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $4,074.00万 | 2.50% | 124,463 | -2,127 | -1.7% | -$69.62万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $2,910.90万 | 1.78% | 139,249 | -10,967 | -7.3% | -$229.26万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR ST STR E | $2,901.40万 | 1.78% | 546,298 | 26,104 | 5.0% | $138.64万 | 加仓 |
| V | VISA INC COM CL A | $2,733.00万 | 1.67% | 79,657 | -620 | -0.8% | -$21.27万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY | $2,469.60万 | 1.51% | 891,546 | 25,444 | 2.9% | $70.48万 | 加仓 |
| LLY | ELI LILLY & CO COM | $2,364.90万 | 1.45% | 19,717 | 625 | 3.3% | $74.96万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED FD | $2,275.10万 | 1.39% | 449,897 | -5,166 | -1.1% | -$26.12万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY S | $2,243.50万 | 1.37% | 272,241 | 3,493 | 1.3% | $28.79万 | 加仓 |
| WELL | WELLTOWER INC COM | $2,229.20万 | 1.37% | 98,216 | 3,110 | 3.3% | $70.59万 | 加仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $2,195.40万 | 1.35% | 265,013 | -1,995 | -0.7% | -$16.53万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR ACTIVEBET | $2,110.60万 | 1.29% | 461,827 | 15,617 | 3.5% | $71.37万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,918.10万 | 1.18% | 34,052 | 100 | 0.3% | $5.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,864.20万 | 1.14% | 93,167 | 7,058 | 8.2% | $141.23万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1,690.10万 | 1.04% | 40,664 | -946 | -2.3% | -$39.32万 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $1,680.90万 | 1.03% | 22,183 | -63 | -0.3% | -$4.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $1,620.40万 | 0.99% | 32,382 | 235 | 0.7% | $11.76万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,609.90万 | 0.99% | 45,047 | -1,514 | -3.3% | -$54.11万 | 减仓 |
| FLRN | SPDR SERIES TRUST ST STR RATE | $1,562.60万 | 0.96% | 506,531 | 58,325 | 13.0% | $179.93万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR US SML CAP | $1,510.70万 | 0.93% | 418,124 | -21,010 | -4.8% | -$75.91万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED FD | $1,503.60万 | 0.92% | 266,226 | 7,435 | 2.9% | $41.99万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $1,478.00万 | 0.91% | 39,379 | 451 | 1.2% | $16.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR | $1,467.60万 | 0.90% | 19,653 | -417 | -2.1% | -$31.14万 | 减仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $1,433.30万 | 0.88% | 75,359 | 1,349 | 1.8% | $25.66万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD II | $1,387.30万 | 0.85% | 154,397 | -9,098 | -5.6% | -$81.75万 | 减仓 |
| NFLX | NETFLIX INC. COM | $1,377.60万 | 0.84% | 192,935 | 1,740 | 0.9% | $12.42万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $1,259.80万 | 0.77% | 102,328 | 2,721 | 2.7% | $33.50万 | 加仓 |
| SPIB | SPDR SERIES TRUST ST INTER BD | $1,224.00万 | 0.75% | 365,813 | 24,998 | 7.3% | $83.64万 | 加仓 |
| BX | BLACKSTONE INC COM | $1,218.60万 | 0.75% | 103,558 | 1,551 | 1.5% | $18.25万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1,211.70万 | 0.74% | 126,064 | 3,299 | 2.7% | $31.71万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $1,211.30万 | 0.74% | 35,179 | 688 | 2.0% | $23.69万 | 加仓 |
| HD | HOME DEPOT INC COM | $1,183.50万 | 0.73% | 33,556 | -2,864 | -7.9% | -$101.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,165.10万 | 0.71% | 45,874 | -708 | -1.5% | -$17.98万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,150.40万 | 0.70% | 33,733 | -1,627 | -4.6% | -$55.49万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1,141.10万 | 0.70% | 64,020 | 3,420 | 5.6% | $60.96万 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $1,140.40万 | 0.70% | 147,817 | 6,128 | 4.3% | $47.28万 | 加仓 |
| QXO | QXO INC COM NEW | $1,125.10万 | 0.69% | 651,107 | 1,842 | 0.3% | $3.18万 | 加仓 |
| VMC | VULCAN MATLS CO COM | $1,106.40万 | 0.68% | 37,503 | 1,358 | 3.8% | $40.06万 | 加仓 |
| EVR | EVERCORE INC CLASS A | $1,100.20万 | 0.67% | 32,222 | 297 | 0.9% | $10.14万 | 加仓 |
| SPAB | SPDR SERIES TRUST ST STR AGGRE | $1,056.50万 | 0.65% | 413,999 | 32,153 | 8.4% | $82.05万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $1,047.40万 | 0.64% | 33,267 | 2,680 | 8.8% | $84.38万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $1,043.40万 | 0.64% | 54,777 | -2,281 | -4.0% | -$43.45万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $920.70万 | 0.56% | 22,607 | -285 | -1.2% | -$11.61万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $904.70万 | 0.55% | 54,277 | 2,414 | 4.7% | $40.24万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $889.40万 | 0.54% | 41,740 | -1,705 | -3.9% | -$36.33万 | 减仓 |
| DIS | DISNEY WALT CO COM | $877.70万 | 0.54% | 91,189 | -967 | -1.0% | -$9.31万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST SML M | $877.40万 | 0.54% | 166,023 | 166,023 | — | $877.40万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR AVANTIS | $861.60万 | 0.53% | 117,484 | 117,484 | — | $861.60万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION C | $858.90万 | 0.53% | 9,181 | -232 | -2.5% | -$21.70万 | 减仓 |
| ABBV | ABBVIE INC COM | $856.90万 | 0.53% | 34,054 | -866 | -2.5% | -$21.79万 | 减仓 |
| IAGG | ISHARES TR CORE INTL AGGR | $779.10万 | 0.48% | 153,964 | 10,115 | 7.0% | $51.18万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $773.00万 | 0.47% | 52,716 | -7,790 | -12.9% | -$114.23万 | 减仓 |
| VRSK | VERISK ANALYTICS INC COM | $769.50万 | 0.47% | 42,860 | -2,313 | -5.1% | -$41.53万 | 减仓 |
| KTOS | KRATOS DEFENSE & SECURITY SOLU | $743.40万 | 0.46% | 149,089 | 4,704 | 3.3% | $23.46万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $672.00万 | 0.41% | 14,636 | 406 | 2.9% | $18.64万 | 加仓 |
| WMT | WALMART INC COM | $667.20万 | 0.41% | 58,907 | -3,165 | -5.1% | -$35.85万 | 减仓 |
| NOW | SERVICENOW INC COM | $664.80万 | 0.41% | 66,962 | 2,905 | 4.5% | $28.84万 | 加仓 |
| TJX | TJX COS INC NEW COM | $664.30万 | 0.41% | 43,849 | -867 | -1.9% | -$13.13万 | 减仓 |
| PEP | PEPSICO INC COM | $609.60万 | 0.37% | 45,024 | -934 | -2.0% | -$12.65万 | 减仓 |
| GLW | CORNING INC COM | $606.40万 | 0.37% | 23,739 | -7,006 | -22.8% | -$178.96万 | 减仓 |
| — | CONSTELLATION SOFTWARE INC COM | $596.40万 | 0.37% | 3,159 | 883 | 38.8% | $166.71万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $577.50万 | 0.35% | 11,519 | -2,164 | -15.8% | -$108.49万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED FD | $568.50万 | 0.35% | 111,463 | -14,105 | -11.2% | -$71.94万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD IV | $559.90万 | 0.34% | 128,718 | -31 | -0.0% | -$1,348 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR US REIT ET | $553.50万 | 0.34% | 233,742 | 4,545 | 2.0% | $10.76万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR ST STR U | $545.90万 | 0.33% | 120,402 | -8,752 | -6.8% | -$39.68万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $533.30万 | 0.33% | 17,750 | -470 | -2.6% | -$14.12万 | 减仓 |
| ADSK | AUTODESK INC COM | $523.90万 | 0.32% | 26,947 | -845 | -3.0% | -$16.43万 | 减仓 |
| — | MITSUBISHI HEAVY INDUSTRIES LT | $520.90万 | 0.32% | 461,847 | 461,847 | — | $520.90万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $514.80万 | 0.32% | 5,090 | -45 | -0.9% | -$4.55万 | 减仓 |
| TER | TERADYNE INC COM | $500.40万 | 0.31% | 10,342 | 10,342 | — | $500.40万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III PF | $465.40万 | 0.29% | 260,298 | 25,028 | 10.6% | $44.75万 | 加仓 |
| HACK | AMPLIFY ETF TR AMPLIFY CYBERSE | $456.40万 | 0.28% | 43,494 | -500 | -1.1% | -$5.25万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR ST STR T | $455.50万 | 0.28% | 23,910 | 427 | 1.8% | $8.13万 | 加仓 |
| MCD | MCDONALDS CORP COM | $446.90万 | 0.27% | 16,532 | -298 | -1.8% | -$8.06万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $441.30万 | 0.27% | 20,823 | -302 | -1.4% | -$6.40万 | 减仓 |
| HSY | HERSHEY CO COM | $427.80万 | 0.26% | 24,385 | 701 | 3.0% | $12.30万 | 加仓 |
| — | GRANITESHARES ETF TR BBG COMMD | $422.90万 | 0.26% | 175,603 | -3,646 | -2.0% | -$8.78万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $420.50万 | 0.26% | 5,616 | 408 | 7.8% | $30.55万 | 加仓 |
| — | LVMH MOET HENNESSY LOUIS ADR | $407.30万 | 0.25% | 36,795 | -1,701 | -4.4% | -$18.83万 | 减仓 |
| — | EXXON MOBIL CORP COM | $394.00万 | 0.24% | 28,815 | -1,403 | -4.6% | -$19.18万 | 减仓 |
| SPHY | SPDR SERIES TRUST ST PORT HIGH | $365.60万 | 0.22% | 155,989 | 10,849 | 7.5% | $25.43万 | 加仓 |
| BKLN | INVESCO EXCHANGE-TRADED FD TR | $346.20万 | 0.21% | 169,946 | 8,451 | 5.2% | $17.22万 | 加仓 |
| CME | CME GROUP INC COM | $333.30万 | 0.20% | 15,093 | -1,029 | -6.4% | -$22.72万 | 减仓 |
| CRH | CRH PLC ORD | $325.40万 | 0.20% | 30,408 | -2,885 | -8.7% | -$30.87万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $313.80万 | 0.19% | 19,185 | -636 | -3.2% | -$10.40万 | 减仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $306.10万 | 0.19% | 29,467 | -872 | -2.9% | -$9.06万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $301.60万 | 0.18% | 10,288 | -198 | -1.9% | -$5.80万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $294.50万 | 0.18% | 14,678 | -9 | -0.1% | -$1,806 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $289.10万 | 0.18% | 14,340 | -605 | -4.0% | -$12.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS VAN F | $286.30万 | 0.18% | 40,186 | 487 | 1.2% | $3.47万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED FD | $250.30万 | 0.15% | 20,152 | -72,427 | -78.2% | -$899.59万 | 减仓 |