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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED COM | $62.70万 | 0.04% | 1,924 | -16 | -0.8% | -$5,214 | 减仓 |
| DE | DEERE & CO COM | $67.40万 | 0.05% | 1,196 | -38 | -3.1% | -$2.14万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $67.50万 | 0.05% | 9,282 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST STATE STREET | $68.80万 | 0.05% | 4,715 | -1,145 | -19.5% | -$16.71万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEN | $69.60万 | 0.05% | 22,678 | -150 | -0.7% | -$4,604 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR FUNDAMENTA | $70.00万 | 0.05% | 14,299 | -357 | -2.4% | -$1.75万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC | $71.80万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR SPDR GLD MINIS | $72.30万 | 0.05% | 7,803 | 202 | 2.7% | $1.87万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $72.50万 | 0.05% | 2,993 | -34 | -1.1% | -$8,236 | 减仓 |
| UNP | UNION PAC CORP COM | $72.60万 | 0.05% | 2,993 | -82 | -2.7% | -$1.99万 | 减仓 |
| WFC | WELLS FARGO CO NEW COM | $74.70万 | 0.05% | 9,377 | -1,315 | -12.3% | -$10.48万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $75.00万 | 0.05% | 3,034 | -125 | -4.0% | -$3.09万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR FUNDAMENTA | $75.20万 | 0.05% | 26,998 | -2,290 | -7.8% | -$6.38万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $75.80万 | 0.05% | 1,818 | 62 | 3.5% | $2.59万 | 加仓 |
| ORCL | ORACLE CORP COM | $76.40万 | 0.05% | 5,193 | -948 | -15.4% | -$13.95万 | 减仓 |
| MRK | MERCK & CO INC COM | $76.60万 | 0.05% | 6,368 | -928 | -12.7% | -$11.16万 | 减仓 |
| IUSB | ISHARES TR CORE UNIVRSL USD | $77.10万 | 0.05% | 16,690 | 10 | 0.1% | $462 | 加仓 |
| PFFD | GLOBAL X FDS US PFD ETF | $77.80万 | 0.05% | 42,309 | -13,227 | -23.8% | -$24.32万 | 减仓 |
| — | SPDR INDEX SHS FDS MSCI EMRG M | $79.70万 | 0.06% | 11,499 | -375 | -3.2% | -$2.60万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $79.90万 | 0.06% | 1,789 | -19 | -1.1% | -$8,486 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR UTS | $80.20万 | 0.06% | 1,300 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $82.70万 | 0.06% | 4,258 | -119 | -2.7% | -$2.31万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $82.80万 | 0.06% | 1,386 | 70 | 5.3% | $4.18万 | 加仓 |
| CSX | CSX CORP COM | $84.10万 | 0.06% | 20,476 | -94 | -0.5% | -$3,861 | 减仓 |
| IWP | ISHARES TR RUS MD CP GR ETF | $85.50万 | 0.06% | 6,672 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $88.00万 | 0.06% | 11,575 | -493 | -4.1% | -$3.75万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV | $90.20万 | 0.06% | 4,195 | 30 | 0.7% | $6,451 | 加仓 |
| WAB | WABTEC COM | $91.10万 | 0.06% | 3,646 | -16 | -0.4% | -$3,998 | 减仓 |
| IAU | ISHARES GOLD TRUST | $91.60万 | 0.06% | 10,392 | -125 | -1.2% | -$1.10万 | 减仓 |
| DVY | ISHARES TR SELECT DIVID ETF | $93.60万 | 0.07% | 6,184 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $94.50万 | 0.07% | 16,636 | -200 | -1.2% | -$1.14万 | 减仓 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $101.90万 | 0.07% | 1,460 | -35 | -2.3% | -$2.44万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $103.20万 | 0.07% | 35,932 | 2,127 | 6.3% | $6.11万 | 加仓 |
| VRSN | VERISIGN INC COM | $105.70万 | 0.07% | 4,257 | -167 | -3.8% | -$4.15万 | 减仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $106.90万 | 0.07% | 15,830 | -120 | -0.8% | -$8,104 | 减仓 |
| RTX | RTX CORPORATION COM | $106.90万 | 0.07% | 5,542 | 837 | 17.8% | $16.14万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $109.00万 | 0.08% | 8,927 | 1,596 | 21.8% | $19.49万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $111.90万 | 0.08% | 3,943 | -22 | -0.6% | -$6,243 | 减仓 |
| XLC | SELECT SECTOR SPDR TR STATE ST | $114.10万 | 0.08% | 10,290 | -1,387 | -11.9% | -$15.38万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS | $122.60万 | 0.09% | 22,687 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS TOTAL STK M | $123.50万 | 0.09% | 3,849 | -213 | -5.2% | -$6.83万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $129.80万 | 0.09% | 2,147 | -4,269 | -66.5% | -$258.09万 | 减仓 |
| VV | VANGUARD INDEX FDS LARGE CAP E | $131.60万 | 0.09% | 4,403 | -236 | -5.1% | -$7.05万 | 减仓 |
| CAT | CATERPILLAR INC COM | $134.10万 | 0.09% | 1,893 | 5 | 0.3% | $3,542 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $137.30万 | 0.10% | 9,559 | -1,695 | -15.1% | -$24.35万 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $138.80万 | 0.10% | 3,254 | -24 | -0.7% | -$1.02万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $138.90万 | 0.10% | 2,407 | 22 | 0.9% | $1.27万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR STATE ST | $139.20万 | 0.10% | 28,200 | -418 | -1.5% | -$2.06万 | 减仓 |
| ABT | ABBOTT LABS COM | $142.10万 | 0.10% | 13,837 | -19 | -0.1% | -$1,951 | 减仓 |
| APH | AMPHENOL CORP NEW CL A | $143.40万 | 0.10% | 11,347 | -375 | -3.2% | -$4.74万 | 减仓 |
| XOP | SPDR SERIES TRUST STATE STREET | $143.80万 | 0.10% | 7,907 | -627 | -7.3% | -$11.40万 | 减仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $144.90万 | 0.10% | 4,619 | -20 | -0.4% | -$6,274 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX FDS | $146.30万 | 0.10% | 19,478 | -575 | -2.9% | -$4.32万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $146.40万 | 0.10% | 4,138 | -17,199 | -80.6% | -$608.49万 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $151.40万 | 0.11% | 33,066 | 752 | 2.3% | $3.44万 | 加仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $154.00万 | 0.11% | 5,363 | -78 | -1.4% | -$2.24万 | 减仓 |
| CSCO | CISCO SYS INC COM | $157.30万 | 0.11% | 20,269 | -66 | -0.3% | -$5,122 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $159.40万 | 0.11% | 7,847 | -255 | -3.1% | -$5.18万 | 减仓 |
| NKE | NIKE INC CL B | $173.30万 | 0.12% | 32,804 | -140 | -0.4% | -$7,396 | 减仓 |
| GLD | SPDR GOLD TR GOLD SHS | $175.90万 | 0.12% | 4,089 | -52 | -1.3% | -$2.24万 | 减仓 |
| AMGN | AMGEN INC COM | $178.80万 | 0.12% | 5,082 | -220 | -4.1% | -$7.74万 | 减仓 |
| BAC | BANK AMERICA CORP COM | $182.60万 | 0.13% | 37,456 | -960 | -2.5% | -$4.68万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $183.00万 | 0.13% | 2,683 | -2,693 | -50.1% | -$183.68万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC | $197.20万 | 0.14% | 12,137 | 65 | 0.5% | $1.06万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR | $201.10万 | 0.14% | 69,026 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $208.40万 | 0.15% | 29,219 | -219 | -0.7% | -$1.56万 | 减仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $214.40万 | 0.15% | 22,050 | -100 | -0.5% | -$9,723 | 减仓 |
| WSO | WATSCO INC COM | $217.40万 | 0.15% | 5,977 | -147 | -2.4% | -$5.35万 | 减仓 |
| — | NINTENDO LTD UNSPON ADS | $224.80万 | 0.16% | 163,035 | 35,581 | 27.9% | $49.06万 | 加仓 |
| EQIX | EQUINIX INC COM | $240.00万 | 0.17% | 2,448 | -40 | -1.6% | -$3.92万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS VAN F | $254.40万 | 0.18% | 39,699 | -851 | -2.1% | -$5.45万 | 减仓 |
| CTAS | CINTAS CORP COM | $263.20万 | 0.18% | 15,559 | 514 | 3.4% | $8.69万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $267.90万 | 0.19% | 14,687 | -663 | -4.3% | -$12.09万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $277.20万 | 0.19% | 31,986 | -214 | -0.7% | -$1.85万 | 减仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $294.70万 | 0.21% | 30,339 | -162 | -0.5% | -$1.57万 | 减仓 |
| ROL | ROLLINS INC COM | $303.60万 | 0.21% | 56,843 | 937 | 1.7% | $5.00万 | 加仓 |
| APD | AIR PRODS & CHEMS INC COM | $304.60万 | 0.21% | 10,486 | 1,600 | 18.0% | $46.48万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR STATE ST | $312.10万 | 0.22% | 23,483 | -1,612 | -6.4% | -$21.42万 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $312.40万 | 0.22% | 14,945 | -187 | -1.2% | -$3.91万 | 减仓 |
| BKLN | INVESCO EXCHANGE-TRADED FD TR | $329.60万 | 0.23% | 161,495 | 5,290 | 3.4% | $10.80万 | 加仓 |
| HACK | AMPLIFY ETF TR AMPLIFY CYBERSE | $330.40万 | 0.23% | 43,994 | -1,641 | -3.6% | -$12.32万 | 减仓 |
| SPHY | SPDR SERIES TRUST STATE STREET | $338.50万 | 0.24% | 145,140 | 5,585 | 4.0% | $13.03万 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $340.20万 | 0.24% | 5,208 | -18 | -0.3% | -$1.18万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $342.10万 | 0.24% | 19,821 | -983 | -4.7% | -$16.97万 | 减仓 |
| — | HONEYWELL INTL INC COM | $349.40万 | 0.24% | 15,459 | 138 | 0.9% | $3.12万 | 加仓 |
| CRH | CRH PLC ORD | $350.00万 | 0.24% | 33,293 | -160 | -0.5% | -$1.68万 | 减仓 |
| INTU | INTUIT COM | $354.50万 | 0.25% | 8,199 | -15,375 | -65.2% | -$664.77万 | 减仓 |
| — | CONSTELLATION SOFTWARE INC COM | $400.40万 | 0.28% | 2,276 | -209 | -8.4% | -$36.77万 | 减仓 |
| — | LVMH MOET HENNESSY LOUIS ADR | $410.80万 | 0.29% | 38,496 | 823 | 2.2% | $8.78万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $414.00万 | 0.29% | 21,125 | 143 | 0.7% | $2.80万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III PF | $417.60万 | 0.29% | 235,270 | 31,345 | 15.4% | $55.64万 | 加仓 |
| GLW | CORNING INC COM | $418.00万 | 0.29% | 30,745 | -2,035 | -6.2% | -$27.67万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $434.40万 | 0.30% | 5,135 | -84 | -1.6% | -$7.11万 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $451.80万 | 0.32% | 18,220 | -80 | -0.4% | -$1.98万 | 减仓 |
| — | GRANITESHARES ETF TR BBG COMMD | $470.80万 | 0.33% | 179,249 | 3,169 | 1.8% | $8.32万 | 加仓 |
| CME | CME GROUP INC COM | $476.20万 | 0.33% | 16,122 | -280 | -1.7% | -$8.27万 | 减仓 |
| HSY | HERSHEY CO COM | $492.40万 | 0.34% | 23,684 | 1,934 | 8.9% | $40.21万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR US REIT ET | $492.50万 | 0.34% | 229,197 | 5,572 | 2.5% | $11.97万 | 加仓 |
| — | EXXON MOBIL CORP COM | $512.70万 | 0.36% | 30,218 | -1,326 | -4.2% | -$22.50万 | 减仓 |
| MCD | MCDONALDS CORP COM | $523.10万 | 0.36% | 16,830 | -840 | -4.8% | -$26.11万 | 减仓 |