S&CO INC
BOSTON MA · SEC CIK 0001082461
$16.12亿2026Q1 申报市值
218持仓数
38.5%前十大占比 · 第一大 5.5%
4 / 4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
AZN 新建仓+$983.20万
MSFT 加仓+$662.60万
PYPL 加仓+$450.55万
RHHBY 加仓+$426.39万
GLIBK 加仓+$330.33万
2026Q1 卖出最多 按季末市值估算
CAT 减仓-$465.38万
CCJ 减仓-$312.27万
ABT 减仓-$277.10万
SIRI 减仓-$276.99万
LILAK 减仓-$188.48万
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 |
|---|---|---|---|---|---|---|---|---|
| PYPL | PAYPAL HOLDINGS INC | $2,013.90万 | 1.25% | 445,270 | 99,615 | 28.8% | $450.55万 | 加仓 |
| ABT | ABBOTT LABS | $2,050.50万 | 1.27% | 199,720 | -26,990 | -11.9% | -$277.10万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $2,055.90万 | 1.28% | 41,827 | -152 | -0.4% | -$7.47万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $2,069.30万 | 1.28% | 487,604 | 8,205 | 1.7% | $34.82万 | 加仓 |
| — | PROSUS NV -SPON ADR | $2,243.40万 | 1.39% | 2,497,466 | -13,690 | -0.5% | -$12.30万 | 减仓 |
| MOS | MOSAIC COMPANY | $2,457.30万 | 1.52% | 963,667 | -10,205 | -1.0% | -$26.02万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,734.30万 | 1.70% | 95,087 | -220 | -0.2% | -$6.33万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC C | $2,743.00万 | 1.70% | 94,428 | 361 | 0.4% | $10.49万 | 加仓 |
| GOOG | ALPHABET INC CLASS C | $3,388.10万 | 2.10% | 118,113 | -70 | -0.1% | -$2.01万 | 减仓 |
| GLD | SPDR GOLD TRUST | $3,466.60万 | 2.15% | 80,565 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $3,557.70万 | 2.21% | 327,574 | -28,752 | -8.1% | -$312.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,840.10万 | 2.38% | 157,098 | -1,200 | -0.8% | -$29.33万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $4,103.70万 | 2.55% | 201,978 | -765 | -0.4% | -$15.54万 | 减仓 |
| AMZN | AMAZON.COM INC | $4,106.10万 | 2.55% | 197,153 | 6,580 | 3.5% | $137.04万 | 加仓 |
| MRK | MERCK & CO INC | $5,118.60万 | 3.18% | 425,528 | -3 | -0.0% | -$361 | 减仓 |
| AAPL | APPLE INC | $5,896.90万 | 3.66% | 232,357 | -592 | -0.3% | -$15.02万 | 减仓 |
| ECL | ECOLAB INC | $6,013.60万 | 3.73% | 226,060 | -1,010 | -0.4% | -$26.87万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $6,067.90万 | 3.76% | 650,230 | 5,742 | 0.9% | $53.58万 | 加仓 |
| CAT | CATERPILLAR INC COM | $7,001.40万 | 4.34% | 98,827 | -6,569 | -6.2% | -$465.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,040.50万 | 4.37% | 190,197 | 17,900 | 10.4% | $662.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $7,862.40万 | 4.88% | 164,075 | -155 | -0.1% | -$7.43万 | 减仓 |
| — | EXXON MOBIL CORP | $8,924.10万 | 5.54% | 526,003 | -895 | -0.2% | -$15.18万 | 减仓 |