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 |
|---|---|---|---|---|---|---|---|---|
| IWN | ISHARES TR RUS 2000 VAL ETF | $58.70万 | 0.04% | 2,654 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $59.10万 | 0.04% | 1,789 | -115 | -6.0% | -$3.80万 | 减仓 |
| MMM | 3M CO COM | $61.80万 | 0.04% | 3,818 | -335 | -8.1% | -$5.42万 | 减仓 |
| GLDM | WORLD GOLD TR SPDR GLD MINIS | $62.30万 | 0.04% | 7,848 | 45 | 0.6% | $3,572 | 加仓 |
| VB | VANGUARD INDEX FDS SMALL CP ET | $64.40万 | 0.04% | 2,125 | 30 | 1.4% | $9,092 | 加仓 |
| CB | CHUBB LIMITED COM | $65.00万 | 0.04% | 1,908 | -16 | -0.8% | -$5,451 | 减仓 |
| ESGV | VANGUARD WORLD FD ESG US STK E | $66.80万 | 0.04% | 5,052 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES INDL | $67.30万 | 0.04% | 1,289 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST ST STR SP DI | $70.60万 | 0.04% | 4,640 | -75 | -1.6% | -$1.14万 | 减仓 |
| DE | DEERE & CO COM | $70.90万 | 0.04% | 1,117 | -79 | -6.6% | -$5.01万 | 减仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $71.70万 | 0.04% | 4,832 | 761 | 18.7% | $11.29万 | 加仓 |
| ORCL | ORACLE CORP COM | $73.50万 | 0.05% | 5,016 | -177 | -3.4% | -$2.59万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $74.50万 | 0.05% | 9,017 | -360 | -3.8% | -$2.97万 | 减仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $74.60万 | 0.05% | 1,087 | -299 | -21.6% | -$20.52万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC | $74.90万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $76.60万 | 0.05% | 10,150 | -242 | -2.3% | -$1.83万 | 减仓 |
| IUSB | ISHARES TR CORE UNIVRSL USD | $77.70万 | 0.05% | 16,833 | 143 | 0.9% | $6,601 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $78.90万 | 0.05% | 3,029 | -5 | -0.2% | -$1,302 | 减仓 |
| UNP | UNION PAC CORP COM | $81.20万 | 0.05% | 2,985 | -8 | -0.3% | -$2,176 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $81.90万 | 0.05% | 33,354 | -2,578 | -7.2% | -$6.33万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR FUNDAMENTA | $82.30万 | 0.05% | 15,601 | 1,302 | 9.1% | $6.87万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $84.90万 | 0.05% | 1,710 | -79 | -4.4% | -$3.92万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV | $85.30万 | 0.05% | 3,606 | -589 | -14.0% | -$13.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $85.80万 | 0.05% | 3,052 | 59 | 2.0% | $1.66万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $86.20万 | 0.05% | 2,892 | -1,366 | -32.1% | -$40.72万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $86.70万 | 0.05% | 1,766 | -52 | -2.9% | -$2.55万 | 减仓 |
| — | SPDR INDEX SHS FDS ST STR MSCI | $89.70万 | 0.05% | 11,229 | -270 | -2.3% | -$2.16万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 400 | $90.00万 | 0.06% | 1,280 | -20 | -1.5% | -$1.41万 | 减仓 |
| KO | COCA COLA CO COM | $91.60万 | 0.06% | 11,272 | -303 | -2.6% | -$2.46万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR FUNDAMENTA | $91.90万 | 0.06% | 29,565 | 2,567 | 9.5% | $7.98万 | 加仓 |
| MRK | MERCK & CO INC COM | $93.90万 | 0.06% | 7,307 | 939 | 14.7% | $12.07万 | 加仓 |
| DVY | ISHARES TR SELECT DIVID ETF | $96.70万 | 0.06% | 6,184 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR RUS MD CP GR ETF | $97.00万 | 0.06% | 6,622 | -50 | -0.7% | -$7,324 | 减仓 |
| CSX | CSX CORP COM | $97.10万 | 0.06% | 20,434 | -42 | -0.2% | -$1,996 | 减仓 |
| WAB | WABTEC COM | $98.30万 | 0.06% | 3,646 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $103.10万 | 0.06% | 2,023 | -124 | -5.8% | -$6.32万 | 减仓 |
| RTX | RTX CORPORATION COM | $104.20万 | 0.06% | 5,493 | -49 | -0.9% | -$9,295 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR NASDA 100 | $104.90万 | 0.06% | 17,694 | 17,694 | — | $104.90万 | 新建仓 |
| VRSN | VERISIGN INC COM | $107.10万 | 0.07% | 4,257 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $107.60万 | 0.07% | 15,726 | -910 | -5.5% | -$6.23万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR ST STR S | $116.40万 | 0.07% | 10,867 | 577 | 5.6% | $6.18万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $119.90万 | 0.07% | 13,214 | -623 | -4.5% | -$5.65万 | 减仓 |
| XOP | SPDR SERIES TRUST SP O&G EXPL | $120.70万 | 0.07% | 7,822 | -85 | -1.1% | -$1.31万 | 减仓 |
| HLI | HOULIHAN LOKEY INC CL A | $121.60万 | 0.07% | 9,068 | -491 | -5.1% | -$6.58万 | 减仓 |
| GPC | GENUINE PARTS CO COM | $123.20万 | 0.08% | 10,444 | 10,444 | — | $123.20万 | 新建仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $125.10万 | 0.08% | 16,226 | 396 | 2.5% | $3.05万 | 加仓 |
| SYY | SYSCO CORP COM | $126.20万 | 0.08% | 15,094 | -14,125 | -48.3% | -$118.10万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $130.80万 | 0.08% | 3,865 | -273 | -6.6% | -$9.24万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX FDS | $133.30万 | 0.08% | 22,327 | -360 | -1.6% | -$2.15万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR S&P 500 P | $134.20万 | 0.08% | 24,142 | 19,692 | 442.5% | $109.46万 | 加仓 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $136.30万 | 0.08% | 11,407 | -273 | -2.3% | -$3.26万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $136.60万 | 0.08% | 3,654 | -289 | -7.3% | -$10.80万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $139.60万 | 0.09% | 10,051 | 1,124 | 12.6% | $15.61万 | 加仓 |
| VTI | VANGUARD INDEX FDS TOTAL STK M | $141.30万 | 0.09% | 3,819 | -30 | -0.8% | -$1.11万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR ST STR F | $145.30万 | 0.09% | 27,111 | -1,089 | -3.9% | -$5.84万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $150.60万 | 0.09% | 2,956 | 273 | 10.2% | $13.91万 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $151.20万 | 0.09% | 4,104 | 15 | 0.4% | $5,526 | 加仓 |
| VV | VANGUARD INDEX FDS LARGE CAP E | $151.40万 | 0.09% | 4,403 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON S | $155.10万 | 0.10% | 11,433 | -21,633 | -65.4% | -$293.47万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC | $160.30万 | 0.10% | 11,706 | -431 | -3.6% | -$5.90万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX FDS | $161.50万 | 0.10% | 19,278 | -200 | -1.0% | -$1.68万 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $161.50万 | 0.10% | 13,009 | -7 | -0.1% | -$869 | 减仓 |
| — | NINTENDO LTD UNSPON ADS | $161.80万 | 0.10% | 154,355 | -8,680 | -5.3% | -$9.10万 | 减仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $163.10万 | 0.10% | 20,246 | -1,206 | -5.6% | -$9.72万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $164.80万 | 0.10% | 7,453 | 7,453 | — | $164.80万 | 新建仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $170.50万 | 0.10% | 2,315 | -92 | -3.8% | -$6.78万 | 减仓 |
| HON | HONEYWELL INTL INC COM | $172.90万 | 0.11% | 7,720 | -7,739 | -50.1% | -$173.33万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $174.00万 | 0.11% | 7,768 | -79 | -1.0% | -$1.77万 | 减仓 |
| AMGN | AMGEN INC COM | $175.40万 | 0.11% | 4,844 | -238 | -4.7% | -$8.62万 | 减仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $182.00万 | 0.11% | 4,619 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $188.90万 | 0.12% | 10,714 | -633 | -5.6% | -$11.16万 | 减仓 |
| INTC | INTEL CORP COM | $192.00万 | 0.12% | 13,751 | -440 | -3.1% | -$6.14万 | 减仓 |
| CAT | CATERPILLAR INC COM | $200.10万 | 0.12% | 1,879 | -14 | -0.7% | -$1.49万 | 减仓 |
| INTU | INTUIT COM | $206.70万 | 0.13% | 7,918 | -281 | -3.4% | -$7.34万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $209.40万 | 0.13% | 36,745 | -711 | -1.9% | -$4.05万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED FD | $210.90万 | 0.13% | 35,055 | -155,669 | -81.6% | -$936.55万 | 减仓 |
| ROL | ROLLINS INC COM | $228.30万 | 0.14% | 54,707 | -2,136 | -3.8% | -$8.91万 | 减仓 |
| CSCO | CISCO SYS INC COM | $229.60万 | 0.14% | 19,543 | -726 | -3.6% | -$8.53万 | 减仓 |
| IWR | ISHARES TR RUS MID CAP ETF | $232.70万 | 0.14% | 21,092 | -958 | -4.3% | -$10.57万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR | $234.30万 | 0.14% | 69,224 | 198 | 0.3% | $6,702 | 加仓 |
| EQIX | EQUINIX INC COM | $241.70万 | 0.15% | 2,319 | -129 | -5.3% | -$13.45万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $243.30万 | 0.15% | 31,102 | -884 | -2.8% | -$6.92万 | 减仓 |
| WSO | WATSCO INC COM | $243.50万 | 0.15% | 5,844 | -133 | -2.2% | -$5.54万 | 减仓 |
| CTAS | CINTAS CORP COM | $249.60万 | 0.15% | 14,674 | -885 | -5.7% | -$15.05万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED FD | $250.30万 | 0.15% | 20,152 | -72,427 | -78.2% | -$899.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS VAN F | $286.30万 | 0.18% | 40,186 | 487 | 1.2% | $3.47万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $289.10万 | 0.18% | 14,340 | -605 | -4.0% | -$12.20万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $294.50万 | 0.18% | 14,678 | -9 | -0.1% | -$1,806 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC | $301.60万 | 0.18% | 10,288 | -198 | -1.9% | -$5.80万 | 减仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $306.10万 | 0.19% | 29,467 | -872 | -2.9% | -$9.06万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $313.80万 | 0.19% | 19,185 | -636 | -3.2% | -$10.40万 | 减仓 |
| CRH | CRH PLC ORD | $325.40万 | 0.20% | 30,408 | -2,885 | -8.7% | -$30.87万 | 减仓 |
| CME | CME GROUP INC COM | $333.30万 | 0.20% | 15,093 | -1,029 | -6.4% | -$22.72万 | 减仓 |
| BKLN | INVESCO EXCHANGE-TRADED FD TR | $346.20万 | 0.21% | 169,946 | 8,451 | 5.2% | $17.22万 | 加仓 |
| SPHY | SPDR SERIES TRUST ST PORT HIGH | $365.60万 | 0.22% | 155,989 | 10,849 | 7.5% | $25.43万 | 加仓 |
| — | EXXON MOBIL CORP COM | $394.00万 | 0.24% | 28,815 | -1,403 | -4.6% | -$19.18万 | 减仓 |
| — | LVMH MOET HENNESSY LOUIS ADR | $407.30万 | 0.25% | 36,795 | -1,701 | -4.4% | -$18.83万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $420.50万 | 0.26% | 5,616 | 408 | 7.8% | $30.55万 | 加仓 |
| — | GRANITESHARES ETF TR BBG COMMD | $422.90万 | 0.26% | 175,603 | -3,646 | -2.0% | -$8.78万 | 减仓 |
| HSY | HERSHEY CO COM | $427.80万 | 0.26% | 24,385 | 701 | 3.0% | $12.30万 | 加仓 |