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 |
|---|---|---|---|---|---|---|---|---|
| CP | CANADIAN PACIFIC KANSAS CITY L | $0 | 0.00% | 0 | -14,000 | -100.0% | -$103.00万 | 清仓 |
| FICO | FAIR ISAAC CORP COM | $0 | 0.00% | 0 | -130 | -100.0% | -$21.90万 | 清仓 |
| LKQ | LKQ CORP COM | $0 | 0.00% | 0 | -7,200 | -100.0% | -$21.70万 | 清仓 |
| XYL | XYLEM INC. | $0 | 0.00% | 0 | -1,600 | -100.0% | -$21.70万 | 清仓 |
| ERII | ENERGY RECOVERY, INC. | $13.00万 | 0.01% | 13,000 | 1,000 | 8.3% | $1.00万 | 加仓 |
| CLNE | CLEAN ENERGY FUELS CORP. | $14.80万 | 0.01% | 60,000 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $18.10万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| — | LANDIS GYR GROUP AG UnSponsore | $18.80万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC (QSBS STOCK) | $20.10万 | 0.01% | 1,341 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE CO COM | $20.40万 | 0.01% | 2,400 | 2,400 | — | $20.40万 | 新建仓 |
| APTV | APTIV PLC | $20.80万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINANCIAL GROUP INC C | $20.90万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP. | $21.50万 | 0.01% | 2,433 | 200 | 9.0% | $1.77万 | 加仓 |
| CI | CIGNA GROUP | $21.90万 | 0.01% | 824 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $22.10万 | 0.01% | 5,400 | 5,400 | — | $22.10万 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $22.30万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $22.50万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| AES | AES CORPORATION | $23.90万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $24.30万 | 0.02% | 1,128 | -3,015 | -72.8% | -$64.95万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $25.20万 | 0.02% | 423 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORPORATION | $25.20万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT, INC | $25.20万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| CAE | CAE INC. | $26.00万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NOVONESIS(NOVOZYMES A/S) ADR C | $26.50万 | 0.02% | 4,500 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORPORATION (QSBS STO | $26.80万 | 0.02% | 675 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $27.00万 | 0.02% | 1,600 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC. | $28.00万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $28.00万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP CLASS A | $28.90万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $29.30万 | 0.02% | 834 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $29.40万 | 0.02% | 2,000 | 325 | 19.4% | $4.78万 | 加仓 |
| ITRI | ITRON INC COM | $29.50万 | 0.02% | 3,300 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC CO COM | $29.80万 | 0.02% | 2,280 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $29.80万 | 0.02% | 45,000 | 45,000 | — | $29.80万 | 新建仓 |
| RRX | REGAL REXNORD CORP | $29.90万 | 0.02% | 1,600 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HOLDINGS INC. | $31.20万 | 0.02% | 1,602 | 100 | 6.7% | $1.95万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE PARTNERS | $32.60万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| NOC | NORTHRUP GRUMMAN CORP. | $33.50万 | 0.02% | 492 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES, INC. | $33.90万 | 0.02% | 1,550 | -200 | -11.4% | -$4.37万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $34.30万 | 0.02% | 4,820 | -398 | -7.6% | -$2.83万 | 减仓 |
| CLH | CLEAN HARBORS INC | $34.40万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $34.60万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $34.60万 | 0.02% | 2,550 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $35.60万 | 0.02% | 1,790 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLUTIONS COR | $35.80万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES, INC | $35.80万 | 0.02% | 18,305 | 0 | 0.0% | — | 不变 |
| — | GCI LIBERTY, INC. CLASS A | $37.70万 | 0.02% | 10,254 | 5 | 0.0% | $184 | 加仓 |
| AVGO | BROADCOM INC COM | $38.50万 | 0.02% | 1,245 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC COM | $38.80万 | 0.02% | 2,000 | -70 | -3.4% | -$1.36万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED ETF | $39.40万 | 0.02% | 6,150 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH IN | $41.70万 | 0.03% | 1,329 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP | $45.70万 | 0.03% | 5,860 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $48.40万 | 0.03% | 860 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $50.70万 | 0.03% | 13,646 | -2,000 | -12.8% | -$7.43万 | 减仓 |
| IQV | IQVIA HOLDINGS INC | $51.10万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $51.70万 | 0.03% | 11,734 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC COM USD0.01 CL A | $52.10万 | 0.03% | 4,410 | -414 | -8.6% | -$4.89万 | 减仓 |
| CRM | SALESFORCE INC | $52.90万 | 0.03% | 2,839 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL, INC | $52.90万 | 0.03% | 25,255 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORPORATION CLASS | $54.10万 | 0.03% | 4,000 | -1,000 | -20.0% | -$13.53万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $54.90万 | 0.03% | 23,245 | -23,250 | -50.0% | -$54.91万 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP I | $58.20万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| — | VESTAS WIND SYSTEM A/S UnSPONS | $59.50万 | 0.04% | 60,950 | 0 | 0.0% | — | 不变 |
| LILAK | LIBERTY LATIN AMERICA-CL C | $60.70万 | 0.04% | 68,906 | -213,955 | -75.6% | -$188.48万 | 减仓 |
| KMPR | KEMPER CORP | $60.70万 | 0.04% | 19,870 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH IN | $65.70万 | 0.04% | 1,542 | -10 | -0.6% | -$4,261 | 减仓 |
| SXI | STANDEX INTL CORP | $68.40万 | 0.04% | 2,685 | 0 | 0.0% | — | 不变 |
| MTD | METTLER-TOLEDO INTERNATIONAL I | $75.60万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| CET | CENTRAL SECURITIES CORP | $76.80万 | 0.05% | 15,469 | -4 | -0.0% | -$199 | 减仓 |
| KO | COCA-COLA CO COM | $77.80万 | 0.05% | 10,236 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $78.30万 | 0.05% | 1,880 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY.COM | $80.20万 | 0.05% | 11,615 | 4,740 | 68.9% | $32.73万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP INDEX E | $81.10万 | 0.05% | 8,344 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HOLDINGS IN-C | $83.50万 | 0.05% | 19,565 | -473 | -2.4% | -$2.02万 | 减仓 |
| T | AT&T INC | $84.10万 | 0.05% | 29,034 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC. | $84.30万 | 0.05% | 11,196 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP | $84.80万 | 0.05% | 1,431 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP, INC. | $86.30万 | 0.05% | 42,000 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE INDEX ET | $91.80万 | 0.06% | 4,350 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES, INC. | $92.20万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MKT ETF | $92.40万 | 0.06% | 2,882 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $93.30万 | 0.06% | 7,512 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $94.40万 | 0.06% | 3,887 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP. | $95.80万 | 0.06% | 16,940 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP (NEW) COM | $100.70万 | 0.06% | 8,966 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY, INC. | $104.70万 | 0.06% | 10,573 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE IND | $107.90万 | 0.07% | 5,050 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP COM | $108.00万 | 0.07% | 9,325 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $108.70万 | 0.07% | 2,298 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORPORATION ADR | $113.80万 | 0.07% | 55,000 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $114.90万 | 0.07% | 11,914 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $127.30万 | 0.08% | 5,857 | -235 | -3.9% | -$5.11万 | 减仓 |
| HUM | HUMANA INC. | $127.40万 | 0.08% | 7,351 | -687 | -8.5% | -$11.91万 | 减仓 |
| — | HONEYWELL INTERNATIONAL INC CO | $127.50万 | 0.08% | 5,642 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORPORATION | $133.90万 | 0.08% | 6,385 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INCORPORATED | $135.70万 | 0.08% | 8,300 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $141.00万 | 0.09% | 50,218 | -3,270 | -6.1% | -$9.18万 | 减仓 |
| SCJ | ISHARES MSCI JAPAN SMALL CAP E | $145.60万 | 0.09% | 15,000 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $151.40万 | 0.09% | 17,174 | 0 | 0.0% | — | 不变 |
| LOW | LOWE'S COMPANIES, INC | $153.60万 | 0.10% | 6,503 | 100 | 1.6% | $2.36万 | 加仓 |