S&CO INC
BOSTON MA · SEC CIK 0001082461
$17.31亿2026Q2 申报市值
222持仓数
38.4%前十大占比 · 第一大 5.8%
13 / 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
XOM 新建仓+$7,191.50万
RHHBY 加仓+$462.88万
GFL 加仓+$332.37万
MSFT 加仓+$303.75万
CF 新建仓+$263.00万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$8,924.10万
OKTA 减仓-$724.03万
CAT 减仓-$505.93万
LILA 减仓-$357.00万
DIGITALBRIDGE GR 减仓-$352.17万
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 |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP COM | $130.70万 | 0.08% | 11,914 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INCORPORATED | $138.60万 | 0.08% | 13,000 | 4,700 | 56.6% | $50.11万 | 加仓 |
| EOG | EOG RESOURCES INC | $140.90万 | 0.08% | 10,865 | 30 | 0.3% | $3,890 | 加仓 |
| LOW | LOWE'S COMPANIES, INC | $143.30万 | 0.08% | 6,503 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $147.80万 | 0.09% | 5,877 | 20 | 0.3% | $5,030 | 加仓 |
| MELI | MERCADOLIBRE, INC. | $152.70万 | 0.09% | 900 | 900 | — | $152.70万 | 新建仓 |
| SCJ | ISHARES MSCI JAPAN SMALL CAP E | $157.90万 | 0.09% | 15,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $163.80万 | 0.09% | 11,734 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $168.10万 | 0.10% | 23,300 | 23,300 | — | $168.10万 | 新建仓 |
| PEN | PENUMBRA, INC. | $173.60万 | 0.10% | 5,500 | 0 | 0.0% | — | 不变 |
| CW | CURTISS-WRIGHT CORP | $179.70万 | 0.10% | 2,372 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELECTRIC HOLDINGS, INC | $185.80万 | 0.11% | 7,000 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT, INC. CLASS A | $198.70万 | 0.11% | 11,450 | 11,450 | — | $198.70万 | 新建仓 |
| RRC | RANGE RESOURCES CORP | $198.90万 | 0.11% | 53,500 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL, INC. | $203.60万 | 0.12% | 5,121 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $203.80万 | 0.12% | 4,103 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND SER A | $213.40万 | 0.12% | 64,144 | -2,683 | -4.0% | -$8.93万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORPORATI | $214.40万 | 0.12% | 8,635 | 15 | 0.2% | $3,724 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $216.00万 | 0.12% | 6,386 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $222.70万 | 0.13% | 7,400 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALD'S CORP COM | $228.20万 | 0.13% | 8,445 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC A | $228.40万 | 0.13% | 18,663 | -7,449 | -28.5% | -$91.16万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $228.80万 | 0.13% | 9,643 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $234.70万 | 0.14% | 17,674 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP COM | $240.80万 | 0.14% | 2,575 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD-A | $251.00万 | 0.15% | 220,823 | -120 | -0.1% | -$1,364 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $261.70万 | 0.15% | 31,256 | 0 | 0.0% | — | 不变 |
| GLIBK | LIBERTY CAPITAL CORP. CLASS C | $261.90万 | 0.15% | 121,498 | -12,554 | -9.4% | -$27.06万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $262.70万 | 0.15% | 29,940 | 1,220 | 4.2% | $10.70万 | 加仓 |
| CF | CF INDUSTRIES HOLDINGS INC COM | $263.00万 | 0.15% | 24,300 | 24,300 | — | $263.00万 | 新建仓 |
| DHR | DANAHER CORP COM | $266.40万 | 0.15% | 13,989 | 800 | 6.1% | $15.23万 | 加仓 |
| OKTA | OKTA, INC. | $268.70万 | 0.16% | 19,699 | -53,080 | -72.9% | -$724.03万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH, INC | $273.80万 | 0.16% | 111,284 | 0 | 0.0% | — | 不变 |
| PPLI | PEOPLE INCORPORATED | $274.30万 | 0.16% | 59,425 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $288.80万 | 0.17% | 34,949 | -700 | -2.0% | -$5.78万 | 减仓 |
| HUM | HUMANA INC. | $291.90万 | 0.17% | 7,351 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $299.40万 | 0.17% | 20,418 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT, INC. | $300.60万 | 0.17% | 11,518 | -3,022 | -20.8% | -$78.87万 | 减仓 |
| TSLA | TESLA MOTORS INC | $302.00万 | 0.17% | 7,181 | 1,070 | 17.5% | $45.00万 | 加仓 |
| TJX | TJX COS INC NEW COM | $312.60万 | 0.18% | 20,636 | -1,470 | -6.6% | -$22.27万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY, INC. | $314.90万 | 0.18% | 10,573 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA, INC. | $316.40万 | 0.18% | 18,000 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS, INC. | $318.10万 | 0.18% | 56,000 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $321.30万 | 0.19% | 42,589 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $321.60万 | 0.19% | 5,710 | -15 | -0.3% | -$8,448 | 减仓 |
| FSLR | FIRST SOLAR, INC. | $344.40万 | 0.20% | 14,596 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY | $347.00万 | 0.20% | 20,000 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD MSCI EUROPEAN INDEX E | $354.10万 | 0.20% | 40,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $382.40万 | 0.22% | 8,976 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND-C | $404.20万 | 0.23% | 121,528 | 494 | 0.4% | $1.64万 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM | $416.70万 | 0.24% | 16,285 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $428.10万 | 0.25% | 11,417 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC A | $430.30万 | 0.25% | 53,612 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $451.50万 | 0.26% | 22,398 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500/BARRA GROWTH I | $463.40万 | 0.27% | 33,695 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD-C | $465.10万 | 0.27% | 422,835 | -7,630 | -1.8% | -$8.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHINE | $472.00万 | 0.27% | 16,788 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $474.90万 | 0.27% | 40,672 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP. | $481.90万 | 0.28% | 15,307 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW COM | $497.60万 | 0.29% | 30,024 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY MEDIA CORP-LIBERTY LIV | $499.50万 | 0.29% | 49,334 | -53 | -0.1% | -$5,366 | 减仓 |
| MIDD | MIDDLEBY CORPORATION | $500.50万 | 0.29% | 29,100 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY COM | $502.80万 | 0.29% | 31,055 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $511.80万 | 0.30% | 21,632 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC | $523.30万 | 0.30% | 60,130 | -2,950 | -4.7% | -$25.67万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $526.90万 | 0.30% | 92,484 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORPORATION | $541.20万 | 0.31% | 76,614 | -14,081 | -15.5% | -$99.47万 | 减仓 |
| RTX | RTX CORP. | $547.90万 | 0.32% | 28,883 | -2,535 | -8.1% | -$48.09万 | 减仓 |
| C | CITIGROUP INC COM NEW | $556.90万 | 0.32% | 39,794 | 153 | 0.4% | $2.14万 | 加仓 |
| EL | ESTEE LAUDER COMPANIES-CL A | $558.60万 | 0.32% | 70,764 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP-FORMULA-A | $562.40万 | 0.32% | 64,254 | -2,340 | -3.5% | -$20.48万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $566.00万 | 0.33% | 32,200 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $639.90万 | 0.37% | 34,171 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $644.50万 | 0.37% | 18,916 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC COM | $652.70万 | 0.38% | 156,393 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $710.10万 | 0.41% | 37,990 | -12,775 | -25.2% | -$238.79万 | 减仓 |
| MS | MORGAN STANLEY COM | $710.40万 | 0.41% | 33,987 | -315 | -0.9% | -$6.58万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $724.60万 | 0.42% | 169,791 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $736.60万 | 0.43% | 20,887 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $737.20万 | 0.43% | 81,497 | 0 | 0.0% | — | 不变 |
| APO | APOLLO ASSET MANAGEMENT INC. | $743.90万 | 0.43% | 62,880 | 0 | 0.0% | — | 不变 |
| JPM | JP MORGAN CHASE & CO | $762.10万 | 0.44% | 23,285 | -650 | -2.7% | -$21.27万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKET | $791.10万 | 0.46% | 132,538 | 890 | 0.7% | $5.31万 | 加仓 |
| MDT | MEDTRONIC PLC | $845.80万 | 0.49% | 108,128 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC A | $892.30万 | 0.52% | 62,355 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $944.80万 | 0.55% | 23,789 | -1,000 | -4.0% | -$39.72万 | 减仓 |
| AFL | AFLAC INC COM | $979.80万 | 0.57% | 83,570 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1,024.60万 | 0.59% | 75,677 | -1,305 | -1.7% | -$17.67万 | 减仓 |
| GFL | GFL ENVIRONMENTAL | $1,079.80万 | 0.62% | 293,524 | 90,350 | 44.5% | $332.37万 | 加仓 |
| MA | MASTERCARD INC - A | $1,148.30万 | 0.66% | 22,358 | 877 | 4.1% | $45.04万 | 加仓 |
| FWONK | LIBERTY FORMULA ONE SER C | $1,165.70万 | 0.67% | 122,528 | 0 | 0.0% | — | 不变 |
| RHHBY | ROCHE HOLDING LTD SPONSORED AD | $1,187.70万 | 0.69% | 230,310 | 89,759 | 63.9% | $462.88万 | 加仓 |
| CSCO | CISCO SYSTEMS INC COM | $1,258.30万 | 0.73% | 107,126 | -420 | -0.4% | -$4.93万 | 减仓 |
| ALKS | ALKERMES PLC | $1,282.40万 | 0.74% | 244,760 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM (NEW) | $1,333.10万 | 0.77% | 35,671 | -1,800 | -4.8% | -$67.27万 | 减仓 |
| LIN | LINDE PLC | $1,356.40万 | 0.78% | 26,139 | 87 | 0.3% | $4.51万 | 加仓 |
| GEV | GE VERNOVA INC | $1,378.30万 | 0.80% | 11,732 | -509 | -4.2% | -$59.80万 | 减仓 |
| FUL | H.B. FULLER CO. | $1,409.30万 | 0.81% | 241,781 | -19,390 | -7.4% | -$113.02万 | 减仓 |
| V | VISA INC. CL A | $1,437.20万 | 0.83% | 41,890 | 4,337 | 11.5% | $148.80万 | 加仓 |
| NVDA | NVIDIA CORP COM | $1,443.70万 | 0.83% | 72,156 | 0 | 0.0% | — | 不变 |