APPLETON PARTNERS INC/MA
BOSTON MA · SEC CIK 0001055290
$14.34亿2026Q1 申报市值
262持仓数
31.5%前十大占比 · 第一大 6.0%
8 / 6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
GFS 新建仓+$1,195.40万
SPGI 新建仓+$973.70万
SOLV 加仓+$347.67万
NFLX 加仓+$198.07万
SPIB 加仓+$117.86万
2026Q1 卖出最多 按季末市值估算
AJG 清仓-$1,275.60万
HD 减仓-$938.97万
INTU 减仓-$664.77万
ROP 减仓-$608.49万
MU 减仓-$502.74万
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 |
|---|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO COM | $0 | 0.00% | 0 | -49,292 | -100.0% | -$1,275.60万 | 清仓 |
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -15,037 | -100.0% | -$189.20万 | 清仓 |
| MDB | MONGODB INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FPX | FIRST TR EXCHANGE-TRADED FD US | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIS | GENERAL MLS INC COM | $0 | 0.00% | 0 | -5,006 | -100.0% | -$23.30万 | 清仓 |
| RLI | RLI CORP COM | $0 | 0.00% | 0 | -3,415 | -100.0% | -$21.80万 | 清仓 |
| MDYV | SPDR SERIES TRUST STATE STREET | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOX | VANGUARD WORLD FD COMM SRVC ET | $0 | 0.00% | 0 | -1,087 | -100.0% | -$21.00万 | 清仓 |
| VSGX | VANGUARD WORLD FD ESG INTL STK | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,510 | -100.0% | -$20.50万 | 清仓 |
| — | CLIFTON MNG CO COM | $4,000 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $20.10万 | 0.01% | 2,033 | -1,173 | -36.6% | -$11.60万 | 重新持有 |
| AME | AMETEK INC COM | $20.70万 | 0.01% | 967 | 967 | — | $20.70万 | 新建仓 |
| AON | AON PLC SHS CL A | $20.80万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II S | $20.90万 | 0.01% | 2,863 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR US LCAP VA | $21.40万 | 0.01% | 7,031 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $21.50万 | 0.01% | 1,540 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR SP500 EX ENRGY | $21.70万 | 0.02% | 3,116 | -205 | -6.2% | -$1.43万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX FDS | $22.10万 | 0.02% | 2,685 | 235 | 9.6% | $1.93万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR S&P 500 P | $22.30万 | 0.02% | 4,450 | 4,450 | — | $22.30万 | 新建仓 |
| CBT | CABOT CORP COM | $22.30万 | 0.02% | 2,963 | 2,963 | — | $22.30万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $22.40万 | 0.02% | 970 | -20 | -2.0% | -$4,619 | 减仓 |
| LOW | LOWES COS INC COM | $22.50万 | 0.02% | 954 | -10 | -1.0% | -$2,358 | 减仓 |
| PFE | PFIZER INC COM | $22.60万 | 0.02% | 8,052 | -324 | -3.9% | -$9,094 | 减仓 |
| YUMC | YUM CHINA HLDGS INC COM | $23.50万 | 0.02% | 4,810 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $24.10万 | 0.02% | 4,365 | -215 | -4.7% | -$1.19万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR STATE ST | $24.10万 | 0.02% | 4,824 | 393 | 8.9% | $1.96万 | 加仓 |
| NVT | NVENT ELECTRIC PLC SHS | $24.20万 | 0.02% | 2,045 | -75 | -3.5% | -$8,875 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP | $24.30万 | 0.02% | 7,844 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR US MIDCAP DIVID | $24.60万 | 0.02% | 4,689 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $26.00万 | 0.02% | 22,505 | -491 | -2.1% | -$5,673 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR FUNDAMENTA | $27.70万 | 0.02% | 7,252 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFOLI | $27.80万 | 0.02% | 5,251 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN F | $28.70万 | 0.02% | 4,869 | 335 | 7.4% | $1.97万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $28.70万 | 0.02% | 3,086 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $28.90万 | 0.02% | 1,476 | -510 | -25.7% | -$9.99万 | 减仓 |
| TSLA | TESLA INC COM | $29.30万 | 0.02% | 787 | -71 | -8.3% | -$2.64万 | 减仓 |
| VHT | VANGUARD WORLD FD HEALTH CAR E | $29.90万 | 0.02% | 1,099 | 59 | 5.7% | $1.61万 | 加仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $30.40万 | 0.02% | 1,440 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $30.60万 | 0.02% | 3,586 | -485 | -11.9% | -$4.14万 | 减仓 |
| CTVA | CORTEVA INC COM | $30.90万 | 0.02% | 3,693 | 42 | 1.2% | $3,514 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD TR | $31.10万 | 0.02% | 1,620 | 80 | 5.2% | $1.54万 | 加仓 |
| — | GLOBAL X FDS VDEO GAM ESPRT | $31.30万 | 0.02% | 12,157 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $31.60万 | 0.02% | 7,809 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $31.70万 | 0.02% | 5,634 | 5,634 | — | $31.70万 | 新建仓 |
| NUE | NUCOR CORP COM | $32.10万 | 0.02% | 1,897 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC MSCI EMERG MRKT | $32.30万 | 0.02% | 4,987 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $32.60万 | 0.02% | 3,375 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX FDS | $33.00万 | 0.02% | 2,265 | -1,500 | -39.8% | -$21.85万 | 减仓 |
| ITOT | ISHARES TR CORE S&P TTL STK | $33.50万 | 0.02% | 2,354 | -257 | -9.8% | -$3.66万 | 减仓 |
| ECHO | ECHOSTAR CORP CL A | $34.40万 | 0.02% | 2,941 | 2,941 | — | $34.40万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLAS | $34.50万 | 0.02% | 1,740 | -1,034 | -37.3% | -$20.50万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS HIGH DI | $34.50万 | 0.02% | 2,330 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS SM CP VAL E | $34.60万 | 0.02% | 1,591 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON S | $34.60万 | 0.02% | 2,996 | -784 | -20.7% | -$9.05万 | 减仓 |
| BA | BOEING CO COM | $34.90万 | 0.02% | 1,754 | 13 | 0.7% | $2,587 | 加仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $35.00万 | 0.02% | 1,639 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED FD | $35.20万 | 0.02% | 6,340 | 900 | 16.5% | $5.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $36.40万 | 0.03% | 3,914 | -90 | -2.2% | -$8,370 | 减仓 |
| CRM | SALESFORCE INC COM | $36.60万 | 0.03% | 1,960 | -76 | -3.7% | -$1.42万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR FUNDAMENTA | $37.60万 | 0.03% | 11,595 | -223 | -1.9% | -$7,231 | 减仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $37.70万 | 0.03% | 1,920 | -38 | -1.9% | -$7,461 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $38.20万 | 0.03% | 4,139 | -70 | -1.7% | -$6,460 | 减仓 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $39.30万 | 0.03% | 899 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR US BRD MKT | $39.30万 | 0.03% | 15,655 | -388 | -2.4% | -$9,740 | 减仓 |
| IYE | ISHARES TR U.S. ENERGY ETF | $39.40万 | 0.03% | 6,089 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $39.50万 | 0.03% | 1,991 | -6 | -0.3% | -$1,190 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR EMRG MKTEQ | $40.40万 | 0.03% | 12,273 | 389 | 3.3% | $1.28万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR STATE ST | $40.50万 | 0.03% | 4,938 | -476 | -8.8% | -$3.90万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $40.70万 | 0.03% | 8,117 | -2,613 | -24.4% | -$13.10万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $41.80万 | 0.03% | 1,988 | -8 | -0.4% | -$1,682 | 减仓 |
| ESGD | ISHARES TR ESG AW MSCI EAFE | $41.90万 | 0.03% | 4,386 | -278 | -6.0% | -$2.66万 | 减仓 |
| — | SILVERCREST ASSET MGMT GROUP I | $42.50万 | 0.03% | 31,650 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $42.50万 | 0.03% | 1,592 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC COM | $42.50万 | 0.03% | 4,557 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC MSCI GBL MIN VOL | $42.70万 | 0.03% | 3,575 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $42.90万 | 0.03% | 2,946 | -10 | -0.3% | -$1,456 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $43.00万 | 0.03% | 7,455 | -2,782 | -27.2% | -$16.05万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $44.10万 | 0.03% | 3,806 | 0 | 0.0% | — | 不变 |
| JUST | GOLDMAN SACHS ETF TR JUST US L | $45.20万 | 0.03% | 4,888 | -15 | -0.3% | -$1,387 | 减仓 |
| T | AT&T INC COM | $46.30万 | 0.03% | 15,981 | -2,974 | -15.7% | -$8.62万 | 减仓 |
| EOG | EOG RES INC COM | $47.50万 | 0.03% | 3,285 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $47.90万 | 0.03% | 1,840 | -30 | -1.6% | -$7,810 | 减仓 |
| SBUX | STARBUCKS CORP COM | $48.60万 | 0.03% | 5,430 | -231 | -4.1% | -$2.07万 | 减仓 |
| IWN | ISHARES TR RUS 2000 VAL ETF | $50.30万 | 0.04% | 2,654 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR CORE S&P SCP ETF | $50.60万 | 0.04% | 4,071 | -17 | -0.4% | -$2,113 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE | $50.80万 | 0.04% | 6,340 | 6,340 | — | $50.80万 | 新建仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $51.00万 | 0.04% | 5,636 | 115 | 2.1% | $1.04万 | 加仓 |
| AFL | AFLAC INC COM | $53.40万 | 0.04% | 4,863 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $54.10万 | 0.04% | 3,480 | -106 | -3.0% | -$1.65万 | 减仓 |
| CVX | CHEVRON CORP NEW COM | $54.40万 | 0.04% | 2,631 | -45 | -1.7% | -$9,304 | 减仓 |
| VB | VANGUARD INDEX FDS SMALL CP ET | $54.90万 | 0.04% | 2,095 | -17 | -0.8% | -$4,455 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $55.50万 | 0.04% | 1,904 | -203 | -9.6% | -$5.92万 | 减仓 |
| ESGV | VANGUARD WORLD FD ESG US STK E | $56.70万 | 0.04% | 5,052 | -5 | -0.1% | -$561 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $58.10万 | 0.04% | 2,528 | -20 | -0.8% | -$4,597 | 减仓 |
| ADBE | ADOBE INC COM | $58.50万 | 0.04% | 2,406 | -940 | -28.1% | -$22.86万 | 减仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $58.60万 | 0.04% | 6,413 | -41 | -0.6% | -$3,746 | 减仓 |
| DIA | SPDR DOW JONES INDL AVERAGE ET | $59.70万 | 0.04% | 1,289 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $60.30万 | 0.04% | 4,153 | -46 | -1.1% | -$6,679 | 减仓 |
| INTC | INTEL CORP COM | $62.60万 | 0.04% | 14,191 | -2,260 | -13.7% | -$9.97万 | 减仓 |