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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $8,924.10万 | 5.54% | 526,003 | -895 | -0.2% | -$15.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $7,862.40万 | 4.88% | 164,075 | -155 | -0.1% | -$7.43万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,040.50万 | 4.37% | 190,197 | 17,900 | 10.4% | $662.60万 | 加仓 |
| CAT | CATERPILLAR INC COM | $7,001.40万 | 4.34% | 98,827 | -6,569 | -6.2% | -$465.38万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $6,067.90万 | 3.76% | 650,230 | 5,742 | 0.9% | $53.58万 | 加仓 |
| ECL | ECOLAB INC | $6,013.60万 | 3.73% | 226,060 | -1,010 | -0.4% | -$26.87万 | 减仓 |
| AAPL | APPLE INC | $5,896.90万 | 3.66% | 232,357 | -592 | -0.3% | -$15.02万 | 减仓 |
| MRK | MERCK & CO INC | $5,118.60万 | 3.18% | 425,528 | -3 | -0.0% | -$361 | 减仓 |
| AMZN | AMAZON.COM INC | $4,106.10万 | 2.55% | 197,153 | 6,580 | 3.5% | $137.04万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $4,103.70万 | 2.55% | 201,978 | -765 | -0.4% | -$15.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,840.10万 | 2.38% | 157,098 | -1,200 | -0.8% | -$29.33万 | 减仓 |
| CCJ | CAMECO CORP | $3,557.70万 | 2.21% | 327,574 | -28,752 | -8.1% | -$312.27万 | 减仓 |
| GLD | SPDR GOLD TRUST | $3,466.60万 | 2.15% | 80,565 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CLASS C | $3,388.10万 | 2.10% | 118,113 | -70 | -0.1% | -$2.01万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC C | $2,743.00万 | 1.70% | 94,428 | 361 | 0.4% | $10.49万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,734.30万 | 1.70% | 95,087 | -220 | -0.2% | -$6.33万 | 减仓 |
| MOS | MOSAIC COMPANY | $2,457.30万 | 1.52% | 963,667 | -10,205 | -1.0% | -$26.02万 | 减仓 |
| — | PROSUS NV -SPON ADR | $2,243.40万 | 1.39% | 2,497,466 | -13,690 | -0.5% | -$12.30万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $2,069.30万 | 1.28% | 487,604 | 8,205 | 1.7% | $34.82万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $2,055.90万 | 1.28% | 41,827 | -152 | -0.4% | -$7.47万 | 减仓 |
| ABT | ABBOTT LABS | $2,050.50万 | 1.27% | 199,720 | -26,990 | -11.9% | -$277.10万 | 减仓 |
| PYPL | PAYPAL HOLDINGS INC | $2,013.90万 | 1.25% | 445,270 | 99,615 | 28.8% | $450.55万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,979.20万 | 1.23% | 21,519 | 1,310 | 6.5% | $120.49万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC CL A | $1,719.10万 | 1.07% | 358,377 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $1,682.60万 | 1.04% | 69,353 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY MEDIA CORP-LIBERTY LIV | $1,661.70万 | 1.03% | 176,571 | 0 | 0.0% | — | 不变 |
| FUL | H.B. FULLER CO. | $1,610.90万 | 1.00% | 261,171 | -1,785 | -0.7% | -$11.01万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,393.50万 | 0.86% | 86,925 | 3,579 | 4.3% | $57.38万 | 加仓 |
| SIRI | SIRIUS XM HOLDINGS INC | $1,341.90万 | 0.83% | 581,427 | -120,015 | -17.1% | -$276.99万 | 减仓 |
| LIN | LINDE PLC | $1,291.50万 | 0.80% | 26,052 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP COM | $1,258.40万 | 0.78% | 72,156 | -7,788 | -9.7% | -$135.82万 | 减仓 |
| XBI | SPDR S&P BIOTECH ETF | $1,204.20万 | 0.75% | 94,280 | -7,947 | -7.8% | -$101.50万 | 减仓 |
| PEP | PEPSICO INC | $1,195.40万 | 0.74% | 76,982 | -5,300 | -6.4% | -$82.30万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1,192.50万 | 0.74% | 44,072 | 3,385 | 8.3% | $91.59万 | 加仓 |
| V | VISA INC. CL A | $1,135.00万 | 0.70% | 37,553 | 6,055 | 19.2% | $183.01万 | 加仓 |
| P | EVERPURE, INC. CLASS A | $1,124.20万 | 0.70% | 190,420 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC - A | $1,073.30万 | 0.67% | 21,481 | 5,082 | 31.0% | $253.92万 | 加仓 |
| GEV | GE VERNOVA INC | $1,068.50万 | 0.66% | 12,241 | -835 | -6.4% | -$72.89万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,065.40万 | 0.66% | 169,791 | -1,090 | -0.6% | -$6.84万 | 减仓 |
| GE | GE AEROSPACE COM (NEW) | $1,063.30万 | 0.66% | 37,471 | -14 | -0.0% | -$3,973 | 减仓 |
| FWONK | LIBERTY FORMULA ONE SER C | $1,041.70万 | 0.65% | 122,528 | -15 | -0.0% | -$1,275 | 减仓 |
| AZN | ASTRAZENECA PLC | $983.20万 | 0.61% | 50,765 | 50,765 | — | $983.20万 | 新建仓 |
| MDT | MEDTRONIC PLC | $936.90万 | 0.58% | 108,128 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $916.80万 | 0.57% | 83,570 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $865.40万 | 0.54% | 244,760 | 43,000 | 21.3% | $152.04万 | 加仓 |
| GFL | GFL ENVIRONMENTAL | $847.60万 | 0.53% | 203,174 | 27,575 | 15.7% | $115.04万 | 加仓 |
| ROL | ROLLINS INC COM | $835.20万 | 0.52% | 156,393 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC COM | $834.40万 | 0.52% | 107,546 | -992 | -0.9% | -$7.70万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $788.60万 | 0.49% | 24,789 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC A | $787.40万 | 0.49% | 62,355 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKET | $711.50万 | 0.44% | 131,648 | 14,705 | 12.6% | $79.47万 | 加仓 |
| JPM | JP MORGAN CHASE & CO | $704.00万 | 0.44% | 23,935 | 0 | 0.0% | — | 不变 |
| APO | APOLLO ASSET MANAGEMENT INC. | $700.60万 | 0.43% | 62,880 | 0 | 0.0% | — | 不变 |
| RHHBY | ROCHE HOLDING LTD SPONSORED AD | $688.00万 | 0.43% | 140,551 | 87,107 | 163.0% | $426.39万 | 加仓 |
| HD | HOME DEPOT INC COM | $686.90万 | 0.43% | 20,887 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $652.60万 | 0.40% | 81,497 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $636.80万 | 0.40% | 32,200 | 900 | 2.9% | $17.80万 | 加仓 |
| INTU | INTUIT, INC. | $628.60万 | 0.39% | 14,540 | 7,602 | 109.6% | $328.65万 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $621.10万 | 0.39% | 30,024 | -655 | -2.1% | -$13.55万 | 减仓 |
| CB | CHUBB LIMITED | $616.50万 | 0.38% | 18,916 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND-C | $608.80万 | 0.38% | 121,034 | 434 | 0.4% | $2.18万 | 加仓 |
| RTX | RTX CORP. | $606.00万 | 0.38% | 31,418 | -190 | -0.6% | -$3.66万 | 减仓 |
| OKTA | OKTA, INC. | $572.80万 | 0.36% | 72,779 | 11,861 | 19.5% | $93.35万 | 加仓 |
| MS | MORGAN STANLEY COM | $564.50万 | 0.35% | 34,302 | -840 | -2.4% | -$13.82万 | 减仓 |
| LILA | LIBERTY LATIN AMERICA-CL A | $529.90万 | 0.33% | 613,417 | -145,159 | -19.1% | -$125.40万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP-FORMULA-A | $519.90万 | 0.32% | 66,594 | -645 | -1.0% | -$5.04万 | 减仓 |
| EL | ESTEE LAUDER COMPANIES-CL A | $507.80万 | 0.32% | 70,764 | 1,096 | 1.6% | $7.86万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD-C | $504.90万 | 0.31% | 430,465 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP. | $502.90万 | 0.31% | 15,307 | 0 | 0.0% | — | 不变 |
| GLIBK | GCI LIBERTY, INC. CLASS C | $498.80万 | 0.31% | 134,052 | 88,777 | 196.1% | $330.33万 | 加仓 |
| TECH | BIO-TECHNE CORPORATION | $473.90万 | 0.29% | 90,695 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $470.80万 | 0.29% | 40,672 | -3,235 | -7.4% | -$37.45万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $468.10万 | 0.29% | 22,398 | -100 | -0.4% | -$2.09万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $465.20万 | 0.29% | 21,632 | -55 | -0.3% | -$1.18万 | 减仓 |
| LLYVA | LIBERTY MEDIA CORP-LIBERTY LIV | $452.50万 | 0.28% | 49,387 | 1,840 | 3.9% | $16.86万 | 加仓 |
| MMM | 3M COMPANY COM | $451.00万 | 0.28% | 31,055 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $450.80万 | 0.28% | 92,484 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $449.50万 | 0.28% | 39,641 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC | $423.00万 | 0.26% | 63,080 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHINE | $406.90万 | 0.25% | 16,788 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $390.80万 | 0.24% | 42,589 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORPORATION | $385.80万 | 0.24% | 29,100 | -12,700 | -30.4% | -$168.37万 | 减仓 |
| IVW | ISHARES S&P 500/BARRA GROWTH I | $381.10万 | 0.24% | 33,695 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM | $376.00万 | 0.23% | 16,285 | -14 | -0.1% | -$3,232 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $363.20万 | 0.23% | 235,600 | -6,700 | -2.8% | -$10.33万 | 减仓 |
| TJX | TJX COS INC NEW COM | $353.00万 | 0.22% | 22,106 | -255 | -1.1% | -$4.07万 | 减仓 |
| WAT | WATERS CORP COM | $339.90万 | 0.21% | 11,417 | 463 | 4.2% | $13.78万 | 加仓 |
| WDAY | WORKDAY INC A | $339.20万 | 0.21% | 26,112 | 40 | 0.2% | $5,196 | 加仓 |
| — | LIBERTY BROADBAND SER A | $335.60万 | 0.21% | 66,827 | -345 | -0.5% | -$1.73万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $332.30万 | 0.21% | 34,171 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD MSCI EUROPEAN INDEX E | $329.70万 | 0.20% | 40,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $327.50万 | 0.20% | 5,725 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $321.00万 | 0.20% | 8,976 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE JAPAN HEDGED EQUITY | $317.10万 | 0.20% | 20,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $294.90万 | 0.18% | 20,418 | -1,211 | -5.6% | -$17.49万 | 减仓 |
| FSLR | FIRST SOLAR, INC. | $287.90万 | 0.18% | 14,596 | 190 | 1.3% | $3.75万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $283.80万 | 0.18% | 35,649 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD-A | $267.10万 | 0.17% | 220,943 | -1,470 | -0.7% | -$1.78万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $266.70万 | 0.17% | 28,720 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH, INC | $266.30万 | 0.17% | 111,284 | 0 | 0.0% | — | 不变 |