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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $8,543.20万 | 5.96% | 336,626 | -5,089 | -1.5% | -$129.15万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | $5,260.50万 | 3.67% | 420,407 | -2,680 | -0.6% | -$33.53万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP | $4,735.40万 | 3.30% | 1,846,870 | 494 | 0.0% | $1.27万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,419.60万 | 3.08% | 119,394 | 1,943 | 1.7% | $71.92万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $3,932.70万 | 2.74% | 137,093 | -1,181 | -0.9% | -$33.88万 | 减仓 |
| AMZN | AMAZON COM INC COM | $3,738.60万 | 2.61% | 179,510 | -398 | -0.2% | -$8.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $3,723.80万 | 2.60% | 126,590 | -522 | -0.4% | -$15.36万 | 减仓 |
| AVGO | BROADCOM INC COM | $3,674.60万 | 2.56% | 118,722 | -910 | -0.8% | -$28.17万 | 减仓 |
| GEV | GE VERNOVA INC COM | $3,658.70万 | 2.55% | 41,914 | -1,346 | -3.1% | -$117.49万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $3,473.80万 | 2.42% | 102,823 | -14,881 | -12.6% | -$502.74万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR STATE ST | $3,186.70万 | 2.22% | 520,194 | -23,341 | -4.3% | -$142.99万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $2,472.10万 | 1.72% | 150,216 | -1,280 | -0.8% | -$21.06万 | 减仓 |
| V | VISA INC COM CL A | $2,426.30万 | 1.69% | 80,277 | 2 | 0.0% | $604 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED FD | $2,303.10万 | 1.61% | 455,063 | -24,054 | -5.0% | -$121.74万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY | $2,143.60万 | 1.50% | 866,102 | 5,416 | 0.6% | $13.40万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,942.50万 | 1.35% | 33,952 | 463 | 1.4% | $26.49万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR ACTIVEBET | $1,924.50万 | 1.34% | 446,210 | 4,362 | 1.0% | $18.81万 | 加仓 |
| WELL | WELLTOWER INC COM | $1,880.30万 | 1.31% | 95,106 | 2,140 | 2.3% | $42.31万 | 加仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $1,862.40万 | 1.30% | 267,008 | 999 | 0.4% | $6.97万 | 加仓 |
| NFLX | NETFLIX INC. COM | $1,838.30万 | 1.28% | 191,195 | 20,601 | 12.1% | $198.07万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,756.00万 | 1.22% | 19,092 | 957 | 5.3% | $88.02万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $1,566.60万 | 1.09% | 99,607 | -1,142 | -1.1% | -$17.96万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $1,540.50万 | 1.07% | 32,147 | -1,150 | -3.5% | -$55.11万 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $1,515.20万 | 1.06% | 22,246 | -406 | -1.8% | -$27.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,501.70万 | 1.05% | 86,109 | -1,605 | -1.8% | -$27.99万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED FD | $1,466.80万 | 1.02% | 258,791 | -4,925 | -1.9% | -$27.91万 | 减仓 |
| FLRN | SPDR SERIES TRUST STATE STREET | $1,379.60万 | 0.96% | 448,206 | -28,777 | -6.0% | -$88.58万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,338.90万 | 0.93% | 46,561 | -3,013 | -6.1% | -$86.64万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR TR UNIT | $1,305.20万 | 0.91% | 20,070 | -433 | -2.1% | -$28.16万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR US SML CAP | $1,277.00万 | 0.89% | 439,134 | 887 | 0.2% | $2.58万 | 加仓 |
| QXO | QXO INC COM NEW | $1,260.90万 | 0.88% | 649,265 | 35,354 | 5.8% | $68.66万 | 加仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $1,249.70万 | 0.87% | 74,010 | 110 | 0.1% | $1.86万 | 加仓 |
| HD | HOME DEPOT INC COM | $1,197.80万 | 0.84% | 36,420 | -28,550 | -43.9% | -$938.97万 | 减仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY S | $1,195.40万 | 0.83% | 268,748 | 268,748 | — | $1,195.40万 | 新建仓 |
| BX | BLACKSTONE INC COM | $1,173.00万 | 0.82% | 102,007 | 3,249 | 3.3% | $37.36万 | 加仓 |
| SPIB | SPDR SERIES TRUST STATE STREET | $1,143.10万 | 0.80% | 340,815 | 35,139 | 11.5% | $117.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,138.70万 | 0.79% | 46,582 | -606 | -1.3% | -$14.81万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1,125.90万 | 0.79% | 41,610 | -1,247 | -2.9% | -$33.74万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $1,105.60万 | 0.77% | 34,491 | 7 | 0.0% | $2,244 | 加仓 |
| DHR | DANAHER CORP DEL COM | $1,081.80万 | 0.75% | 57,058 | 1,163 | 2.1% | $22.05万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $1,081.70万 | 0.75% | 38,928 | 563 | 1.5% | $15.64万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED FD | $1,060.30万 | 0.74% | 92,579 | 837 | 0.9% | $9.59万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD II | $1,024.80万 | 0.71% | 163,495 | 1,006 | 0.6% | $6.31万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1,020.60万 | 0.71% | 2,424 | 57 | 2.4% | $24.00万 | 加仓 |
| KTOS | KRATOS DEFENSE & SECURITY SOLU | $1,018.10万 | 0.71% | 144,385 | -3,902 | -2.6% | -$27.51万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $1,005.10万 | 0.70% | 30,587 | 80 | 0.3% | $2.63万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED FD | $1,000.00万 | 0.70% | 190,724 | 712 | 0.4% | $3.73万 | 加仓 |
| VMC | VULCAN MATLS CO COM | $984.20万 | 0.69% | 36,145 | -128 | -0.4% | -$3.49万 | 减仓 |
| SPAB | SPDR SERIES TRUST STATE STREET | $978.30万 | 0.68% | 381,846 | 44,199 | 13.1% | $113.24万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $973.70万 | 0.68% | 22,892 | 22,892 | — | $973.70万 | 新建仓 |
| EVR | EVERCORE INC CLASS A | $953.00万 | 0.66% | 31,925 | 1,221 | 4.0% | $36.45万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $951.50万 | 0.66% | 43,445 | 176 | 0.4% | $3.85万 | 加仓 |
| COST | COSTCO WHSL CORP NEW COM | $938.00万 | 0.65% | 9,413 | -817 | -8.0% | -$81.41万 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $925.20万 | 0.65% | 141,689 | 53,243 | 60.2% | $347.67万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $889.60万 | 0.62% | 122,765 | 1,062 | 0.9% | $7.70万 | 加仓 |
| DIS | DISNEY WALT CO COM | $888.20万 | 0.62% | 92,156 | -8 | -0.0% | -$771 | 减仓 |
| PG | PROCTER AND GAMBLE CO COM | $873.90万 | 0.61% | 60,506 | -716 | -1.2% | -$10.34万 | 减仓 |
| VRSK | VERISK ANALYTICS INC COM | $857.20万 | 0.60% | 45,173 | -2,049 | -4.3% | -$38.88万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $842.50万 | 0.59% | 51,863 | -17 | -0.0% | -$2,762 | 减仓 |
| WMT | WALMART INC COM | $771.40万 | 0.54% | 62,072 | -2,185 | -3.4% | -$27.15万 | 减仓 |
| ABBV | ABBVIE INC COM | $759.50万 | 0.53% | 34,920 | 743 | 2.2% | $16.16万 | 加仓 |
| IAGG | ISHARES TR CORE INTL AGGR | $719.80万 | 0.50% | 143,849 | 8,126 | 6.0% | $40.66万 | 加仓 |
| TJX | TJX COS INC NEW COM | $714.10万 | 0.50% | 44,716 | -1,099 | -2.4% | -$17.55万 | 减仓 |
| PEP | PEPSICO INC COM | $713.70万 | 0.50% | 45,958 | -1,249 | -2.6% | -$19.40万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $690.00万 | 0.48% | 14,230 | -123 | -0.9% | -$5.96万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $672.50万 | 0.47% | 13,683 | -1,215 | -8.2% | -$59.72万 | 减仓 |
| NOW | SERVICENOW INC COM | $669.70万 | 0.47% | 64,057 | 10,168 | 18.9% | $106.30万 | 加仓 |
| ADSK | AUTODESK INC COM | $665.30万 | 0.46% | 27,792 | 335 | 1.2% | $8.02万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED FD | $640.10万 | 0.45% | 125,568 | 5,996 | 5.0% | $30.57万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR STATE ST | $592.70万 | 0.41% | 129,154 | -354 | -0.3% | -$1.62万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $566.90万 | 0.40% | 35,360 | -758 | -2.1% | -$12.15万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD IV | $562.10万 | 0.39% | 128,749 | 124 | 0.1% | $5,414 | 加仓 |
| MCD | MCDONALDS CORP COM | $523.10万 | 0.36% | 16,830 | -840 | -4.8% | -$26.11万 | 减仓 |
| — | EXXON MOBIL CORP COM | $512.70万 | 0.36% | 30,218 | -1,326 | -4.2% | -$22.50万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR US REIT ET | $492.50万 | 0.34% | 229,197 | 5,572 | 2.5% | $11.97万 | 加仓 |
| HSY | HERSHEY CO COM | $492.40万 | 0.34% | 23,684 | 1,934 | 8.9% | $40.21万 | 加仓 |
| CME | CME GROUP INC COM | $476.20万 | 0.33% | 16,122 | -280 | -1.7% | -$8.27万 | 减仓 |
| — | GRANITESHARES ETF TR BBG COMMD | $470.80万 | 0.33% | 179,249 | 3,169 | 1.8% | $8.32万 | 加仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $451.80万 | 0.32% | 18,220 | -80 | -0.4% | -$1.98万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $434.40万 | 0.30% | 5,135 | -84 | -1.6% | -$7.11万 | 减仓 |
| GLW | CORNING INC COM | $418.00万 | 0.29% | 30,745 | -2,035 | -6.2% | -$27.67万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III PF | $417.60万 | 0.29% | 235,270 | 31,345 | 15.4% | $55.64万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $414.00万 | 0.29% | 21,125 | 143 | 0.7% | $2.80万 | 加仓 |
| — | LVMH MOET HENNESSY LOUIS ADR | $410.80万 | 0.29% | 38,496 | 823 | 2.2% | $8.78万 | 加仓 |
| — | CONSTELLATION SOFTWARE INC COM | $400.40万 | 0.28% | 2,276 | -209 | -8.4% | -$36.77万 | 减仓 |
| INTU | INTUIT COM | $354.50万 | 0.25% | 8,199 | -15,375 | -65.2% | -$664.77万 | 减仓 |
| CRH | CRH PLC ORD | $350.00万 | 0.24% | 33,293 | -160 | -0.5% | -$1.68万 | 减仓 |
| — | HONEYWELL INTL INC COM | $349.40万 | 0.24% | 15,459 | 138 | 0.9% | $3.12万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $342.10万 | 0.24% | 19,821 | -983 | -4.7% | -$16.97万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $340.20万 | 0.24% | 5,208 | -18 | -0.3% | -$1.18万 | 减仓 |
| SPHY | SPDR SERIES TRUST STATE STREET | $338.50万 | 0.24% | 145,140 | 5,585 | 4.0% | $13.03万 | 加仓 |
| HACK | AMPLIFY ETF TR AMPLIFY CYBERSE | $330.40万 | 0.23% | 43,994 | -1,641 | -3.6% | -$12.32万 | 减仓 |
| BKLN | INVESCO EXCHANGE-TRADED FD TR | $329.60万 | 0.23% | 161,495 | 5,290 | 3.4% | $10.80万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $312.40万 | 0.22% | 14,945 | -187 | -1.2% | -$3.91万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR STATE ST | $312.10万 | 0.22% | 23,483 | -1,612 | -6.4% | -$21.42万 | 减仓 |
| APD | AIR PRODS & CHEMS INC COM | $304.60万 | 0.21% | 10,486 | 1,600 | 18.0% | $46.48万 | 加仓 |
| ROL | ROLLINS INC COM | $303.60万 | 0.21% | 56,843 | 937 | 1.7% | $5.00万 | 加仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $294.70万 | 0.21% | 30,339 | -162 | -0.5% | -$1.57万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $277.20万 | 0.19% | 31,986 | -214 | -0.7% | -$1.85万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $267.90万 | 0.19% | 14,687 | -663 | -4.3% | -$12.09万 | 减仓 |