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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -32,804 | -100.0% | -$173.30万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR US BRD MKT | $0 | 0.00% | 0 | -15,655 | -100.0% | -$39.30万 | 清仓 |
| VHT | VANGUARD WORLD FD HEALTH CAR E | $0 | 0.00% | 0 | -1,099 | -100.0% | -$29.90万 | 清仓 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP | $0 | 0.00% | 0 | -7,844 | -100.0% | -$24.30万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC COM | $0 | 0.00% | 0 | -4,810 | -100.0% | -$23.50万 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -8,052 | -100.0% | -$22.60万 | 清仓 |
| LOW | LOWES COS INC COM | $0 | 0.00% | 0 | -954 | -100.0% | -$22.50万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II S | $0 | 0.00% | 0 | -2,863 | -100.0% | -$20.90万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -2,033 | -100.0% | -$20.10万 | 清仓 |
| — | CLIFTON MNG CO COM | $4,000 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD ESG INTL STK | $20.30万 | 0.01% | 2,470 | -455 | -15.6% | -$3.74万 | 重新持有 |
| — | GLOBAL X FDS VDEO GAM ESPRT | $20.60万 | 0.01% | 8,307 | -3,850 | -31.7% | -$9.55万 | 减仓 |
| AME | AMETEK INC COM | $21.00万 | 0.01% | 870 | -97 | -10.0% | -$2.34万 | 减仓 |
| MDYV | SPDR SERIES TRUST ST STR SP400 | $21.00万 | 0.01% | 2,214 | -275 | -11.0% | -$2.61万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND SHS CLAS | $21.40万 | 0.01% | 1,720 | -20 | -1.1% | -$2,488 | 减仓 |
| AON | AON PLC SHS CL A | $21.40万 | 0.01% | 645 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $21.80万 | 0.01% | 223 | 223 | — | $21.80万 | 新建仓 |
| SHEL | SHELL PLC SPON ADS | $23.30万 | 0.01% | 3,000 | -86 | -2.8% | -$6,679 | 减仓 |
| IGM | ISHARES TR EXPND TEC SC ETF | $23.30万 | 0.01% | 1,425 | 1,425 | — | $23.30万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR US LCAP VA | $23.40万 | 0.01% | 6,727 | -304 | -4.3% | -$1.06万 | 减仓 |
| SPYX | SPDR SERIES TRUST ST STR SP500 | $23.60万 | 0.01% | 3,855 | 3,855 | — | $23.60万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX FDS | $23.80万 | 0.01% | 2,685 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $23.90万 | 0.01% | 712 | 0 | 0.0% | — | 重新持有 |
| FPX | FIRST TR EXCHANGE-TRADED FD US | $24.20万 | 0.01% | 1,175 | -541 | -31.5% | -$11.14万 | 重新持有 |
| — | PROSHARES TR SP500 EX ENRGY | $24.60万 | 0.02% | 3,046 | -70 | -2.2% | -$5,653 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $24.80万 | 0.02% | 970 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD TR | $25.50万 | 0.02% | 3,950 | 3,950 | — | $25.50万 | 新建仓 |
| SMTH | ALPS ETF TR SMITH CORE PLUS | $25.70万 | 0.02% | 10,000 | 10,000 | — | $25.70万 | 新建仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $25.80万 | 0.02% | 595 | 595 | — | $25.80万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS HIGH DI | $26.40万 | 0.02% | 1,673 | -657 | -28.2% | -$10.37万 | 减仓 |
| DON | WISDOMTREE TR US MIDCAP DIVID | $26.50万 | 0.02% | 4,689 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $26.70万 | 0.02% | 4,365 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP COM | $26.70万 | 0.02% | 2,941 | -22 | -0.7% | -$1,997 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $26.80万 | 0.02% | 1,540 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX FDS | $27.20万 | 0.02% | 1,765 | -500 | -22.1% | -$7.71万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN F | $27.40万 | 0.02% | 5,361 | 492 | 10.1% | $2.51万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR ST STR M | $27.50万 | 0.02% | 5,411 | 587 | 12.2% | $2.98万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFOLI | $27.90万 | 0.02% | 5,251 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $28.90万 | 0.02% | 6,789 | -1,020 | -13.1% | -$4.34万 | 减仓 |
| CRM | SALESFORCE INC COM | $29.20万 | 0.02% | 1,865 | -95 | -4.8% | -$1.49万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC COM | $30.40万 | 0.02% | 1,476 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $30.90万 | 0.02% | 3,651 | -42 | -1.1% | -$3,555 | 减仓 |
| TMUS | T-MOBILE US INC COM | $31.00万 | 0.02% | 1,846 | -142 | -7.1% | -$2.38万 | 减仓 |
| F | FORD MTR CO COM | $31.30万 | 0.02% | 22,505 | 0 | 0.0% | — | 不变 |
| — | SILVERCREST ASSET MGMT GROUP C | $32.00万 | 0.02% | 31,650 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $32.30万 | 0.02% | 3,375 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $32.60万 | 0.02% | 3,561 | -25 | -0.7% | -$2,289 | 减仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $32.70万 | 0.02% | 1,440 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $33.00万 | 0.02% | 15,921 | -60 | -0.4% | -$1,244 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $33.50万 | 0.02% | 1,240 | -600 | -32.6% | -$16.21万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $33.50万 | 0.02% | 7,917 | -200 | -2.5% | -$8,463 | 减仓 |
| TSLA | TESLA INC COM | $33.80万 | 0.02% | 804 | 17 | 2.2% | $7,147 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $34.10万 | 0.02% | 3,881 | -33 | -0.8% | -$2,900 | 减仓 |
| ECHO | ECHOSTAR CORP CL A | $34.40万 | 0.02% | 3,389 | 448 | 15.2% | $4.55万 | 加仓 |
| IYE | ISHARES TR U.S. ENERGY ETF | $34.50万 | 0.02% | 6,089 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC SHS | $34.70万 | 0.02% | 2,045 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $35.30万 | 0.02% | 1,620 | -300 | -15.6% | -$6.54万 | 减仓 |
| VBR | VANGUARD INDEX FDS SM CP VAL E | $35.40万 | 0.02% | 1,456 | -135 | -8.5% | -$3.28万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR FUND EM EQ | $35.60万 | 0.02% | 8,980 | 1,728 | 23.8% | $6.85万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $35.80万 | 0.02% | 3,890 | -249 | -6.0% | -$2.29万 | 减仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BN | $37.10万 | 0.02% | 5,055 | 5,055 | — | $37.10万 | 新建仓 |
| EEMV | ISHARES INC MSCI EMERG MRKT | $37.50万 | 0.02% | 4,987 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR EXPANDED TECH | $37.70万 | 0.02% | 4,160 | -2,180 | -34.4% | -$19.76万 | 减仓 |
| BA | BOEING CO COM | $38.00万 | 0.02% | 1,754 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR CORE S&P TTL STK | $38.40万 | 0.02% | 2,339 | -15 | -0.6% | -$2,463 | 减仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $39.70万 | 0.02% | 1,639 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $39.80万 | 0.02% | 550 | 550 | — | $39.80万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $39.90万 | 0.02% | 5,434 | -200 | -3.5% | -$1.47万 | 减仓 |
| EOG | EOG RES INC COM | $40.00万 | 0.02% | 3,087 | -198 | -6.0% | -$2.57万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR ST STR S | $40.30万 | 0.02% | 4,855 | -83 | -1.7% | -$6,890 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $41.30万 | 0.03% | 2,490 | -141 | -5.4% | -$2.34万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD TR | $41.40万 | 0.03% | 1,946 | 326 | 20.1% | $6.94万 | 加仓 |
| ADBE | ADOBE INC COM | $41.60万 | 0.03% | 2,029 | -377 | -15.7% | -$7.73万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $41.90万 | 0.03% | 7,250 | -205 | -2.7% | -$1.18万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $42.00万 | 0.03% | 5,502 | -3,780 | -40.7% | -$28.85万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $42.00万 | 0.03% | 1,922 | -69 | -3.5% | -$1.51万 | 减仓 |
| NUE | NUCOR CORP COM | $42.30万 | 0.03% | 1,897 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC MSCI GBL MIN VOL | $43.00万 | 0.03% | 3,575 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC COM | $43.70万 | 0.03% | 4,507 | -50 | -1.1% | -$4,848 | 减仓 |
| CI | THE CIGNA GROUP COM | $43.90万 | 0.03% | 1,592 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $44.20万 | 0.03% | 3,782 | -24 | -0.6% | -$2,805 | 减仓 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT | $44.30万 | 0.03% | 8,765 | 8,765 | — | $44.30万 | 新建仓 |
| ESGD | ISHARES TR ESG AW MSCI EAFE | $45.10万 | 0.03% | 4,386 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED FD | $45.10万 | 0.03% | 7,340 | 1,000 | 15.8% | $6.14万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR FUNDAMENTA | $46.10万 | 0.03% | 12,106 | 511 | 4.4% | $1.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $46.50万 | 0.03% | 5,394 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR EMRG MKTEQ | $47.70万 | 0.03% | 13,164 | 891 | 7.3% | $3.23万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON S | $47.80万 | 0.03% | 2,925 | -71 | -2.4% | -$1.16万 | 减仓 |
| IWS | ISHARES TR RUS MDCP VAL ETF | $48.50万 | 0.03% | 2,946 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS VG TL INTL S | $48.50万 | 0.03% | 5,673 | 5,673 | — | $48.50万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $49.80万 | 0.03% | 858 | 858 | — | $49.80万 | 新建仓 |
| JUST | GOLDMAN SACHS ETF TR JUST US L | $52.20万 | 0.03% | 4,888 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $54.20万 | 0.03% | 5,305 | -125 | -2.3% | -$1.28万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEN | $55.20万 | 0.03% | 17,420 | -5,258 | -23.2% | -$16.66万 | 减仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $55.30万 | 0.03% | 6,309 | -104 | -1.6% | -$9,116 | 减仓 |
| YUM | YUM BRANDS INC COM | $55.60万 | 0.03% | 3,476 | -4 | -0.1% | -$640 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $56.00万 | 0.03% | 5,794 | 158 | 2.8% | $1.53万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $56.30万 | 0.03% | 2,528 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS US PFD ETF | $56.70万 | 0.03% | 30,355 | -11,954 | -28.3% | -$22.33万 | 减仓 |
| AFL | AFLAC INC COM | $57.00万 | 0.03% | 4,863 | 0 | 0.0% | — | 不变 |