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 |
|---|---|---|---|---|---|---|---|---|
| XBI | SPDR S&P BIOTECH ETF | $1,492.40万 | 0.86% | 94,310 | 30 | 0.0% | $4,747 | 加仓 |
| P | EVERPURE, INC. CLASS A | $1,500.30万 | 0.87% | 190,420 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUS XM HOLDINGS INC | $1,681.40万 | 0.97% | 569,206 | -12,221 | -2.1% | -$36.10万 | 减仓 |
| ABT | ABBOTT LABS | $1,692.40万 | 0.98% | 186,521 | -13,199 | -6.6% | -$119.76万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $1,773.10万 | 1.02% | 504,602 | 16,998 | 3.5% | $59.73万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1,828.10万 | 1.06% | 43,984 | -88 | -0.2% | -$3.66万 | 减仓 |
| LLYVK | LIBERTY MEDIA CORP-LIBERTY LIV | $1,846.40万 | 1.07% | 174,783 | -1,788 | -1.0% | -$18.89万 | 减仓 |
| PYPL | PAYPAL HOLDINGS INC | $1,882.70万 | 1.09% | 436,017 | -9,253 | -2.1% | -$39.95万 | 减仓 |
| UNP | UNION PACIFIC CORP | $1,886.40万 | 1.09% | 69,353 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC CL A | $2,008.90万 | 1.16% | 358,302 | -75 | -0.0% | -$4,205 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $2,074.90万 | 1.20% | 41,387 | -440 | -1.1% | -$22.06万 | 减仓 |
| — | PROSUS NV -SPON ADR | $2,171.40万 | 1.25% | 2,499,611 | 2,145 | 0.1% | $1.86万 | 加仓 |
| MOS | MOSAIC COMPANY | $2,205.20万 | 1.27% | 1,040,723 | 77,056 | 8.0% | $163.27万 | 加仓 |
| LLY | ELI LILLY & CO COM | $2,674.70万 | 1.55% | 22,300 | 781 | 3.6% | $93.67万 | 加仓 |
| APD | AIR PRODUCTS & CHEMICALS INC C | $2,773.30万 | 1.60% | 94,594 | 166 | 0.2% | $4.87万 | 加仓 |
| GLD | SPDR GOLD TRUST | $2,967.80万 | 1.71% | 80,565 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $3,132.30万 | 1.81% | 91,852 | 4,927 | 5.7% | $168.02万 | 加仓 |
| CCJ | CAMECO CORP | $3,194.50万 | 1.85% | 313,626 | -13,948 | -4.3% | -$142.07万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,389.90万 | 1.96% | 94,857 | -230 | -0.2% | -$8.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,989.80万 | 2.30% | 157,098 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CLASS C | $4,173.20万 | 2.41% | 118,113 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC | $4,523.20万 | 2.61% | 201,978 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $4,694.70万 | 2.71% | 196,975 | -178 | -0.1% | -$4.24万 | 减仓 |
| MRK | MERCK & CO INC | $5,468.00万 | 3.16% | 425,528 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6,292.70万 | 3.64% | 225,862 | -198 | -0.1% | -$5.52万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $6,293.80万 | 3.64% | 649,655 | -575 | -0.1% | -$5.57万 | 减仓 |
| AAPL | APPLE INC | $6,386.30万 | 3.69% | 220,707 | -11,650 | -5.0% | -$337.10万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP | $7,191.50万 | 4.15% | 526,003 | 526,003 | — | $7,191.50万 | 新建仓 |
| MSFT | MICROSOFT CORP | $7,398.40万 | 4.27% | 198,340 | 8,143 | 4.3% | $303.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $8,210.10万 | 4.74% | 164,075 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC. | $1.00亿 | 5.79% | 94,076 | -4,751 | -4.8% | -$505.93万 | 减仓 |