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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP COM | $266.40万 | 0.15% | 13,989 | 800 | 6.1% | $15.23万 | 加仓 |
| CF | CF INDUSTRIES HOLDINGS INC COM | $263.00万 | 0.15% | 24,300 | 24,300 | — | $263.00万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $262.70万 | 0.15% | 29,940 | 1,220 | 4.2% | $10.70万 | 加仓 |
| GLIBK | LIBERTY CAPITAL CORP. CLASS C | $261.90万 | 0.15% | 121,498 | -12,554 | -9.4% | -$27.06万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $261.70万 | 0.15% | 31,256 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD-A | $251.00万 | 0.15% | 220,823 | -120 | -0.1% | -$1,364 | 减仓 |
| COST | COSTCO WHOLESALE CORP COM | $240.80万 | 0.14% | 2,575 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $234.70万 | 0.14% | 17,674 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $228.80万 | 0.13% | 9,643 | 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 |
| MCD | MCDONALD'S CORP COM | $228.20万 | 0.13% | 8,445 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $222.70万 | 0.13% | 7,400 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $216.00万 | 0.12% | 6,386 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORPORATI | $214.40万 | 0.12% | 8,635 | 15 | 0.2% | $3,724 | 加仓 |
| — | LIBERTY BROADBAND SER A | $213.40万 | 0.12% | 64,144 | -2,683 | -4.0% | -$8.93万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $203.80万 | 0.12% | 4,103 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL, INC. | $203.60万 | 0.12% | 5,121 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RESOURCES CORP | $198.90万 | 0.11% | 53,500 | 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 |
| LECO | LINCOLN ELECTRIC HOLDINGS, INC | $185.80万 | 0.11% | 7,000 | 0 | 0.0% | — | 不变 |
| CW | CURTISS-WRIGHT CORP | $179.70万 | 0.10% | 2,372 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA, INC. | $173.60万 | 0.10% | 5,500 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $168.10万 | 0.10% | 23,300 | 23,300 | — | $168.10万 | 新建仓 |
| INTC | INTEL CORP | $163.80万 | 0.09% | 11,734 | 0 | 0.0% | — | 不变 |
| SCJ | ISHARES MSCI JAPAN SMALL CAP E | $157.90万 | 0.09% | 15,000 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE, INC. | $152.70万 | 0.09% | 900 | 900 | — | $152.70万 | 新建仓 |
| ABBV | ABBVIE INC | $147.80万 | 0.09% | 5,877 | 20 | 0.3% | $5,030 | 加仓 |
| LOW | LOWE'S COMPANIES, INC | $143.30万 | 0.08% | 6,503 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES INC | $140.90万 | 0.08% | 10,865 | 30 | 0.3% | $3,890 | 加仓 |
| INSM | INSMED INCORPORATED | $138.60万 | 0.08% | 13,000 | 4,700 | 56.6% | $50.11万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $130.70万 | 0.08% | 11,914 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $129.60万 | 0.07% | 17,174 | 0 | 0.0% | — | 不变 |
| LILA | LIBERTY LATIN AMERICA-CL A | $123.60万 | 0.07% | 157,758 | -455,659 | -74.3% | -$357.00万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE IND | $122.40万 | 0.07% | 5,050 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $120.90万 | 0.07% | 50,218 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES, INC. | $117.90万 | 0.07% | 7,000 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP COM | $111.60万 | 0.06% | 9,325 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORPORATION ADR | $110.30万 | 0.06% | 55,000 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP, INC. | $108.00万 | 0.06% | 42,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MKT ETF | $106.60万 | 0.06% | 2,882 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP (NEW) COM | $102.90万 | 0.06% | 8,966 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HOLDINGS IN-C | $101.10万 | 0.06% | 19,481 | -84 | -0.4% | -$4,359 | 减仓 |
| IVE | ISHARES S&P 500 VALUE INDEX ET | $98.70万 | 0.06% | 4,350 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $96.00万 | 0.06% | 2,685 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORPORATION | $95.60万 | 0.06% | 6,285 | -100 | -1.6% | -$1.52万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $92.30万 | 0.05% | 1,880 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP. | $92.10万 | 0.05% | 16,940 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP INDEX E | $92.00万 | 0.05% | 8,344 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $89.50万 | 0.05% | 2,298 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $85.00万 | 0.05% | 7,512 | 0 | 0.0% | — | 不变 |
| KO | COCA-COLA CO COM | $83.10万 | 0.05% | 10,236 | 0 | 0.0% | — | 不变 |
| CET | CENTRAL SECURITIES CORP | $79.80万 | 0.05% | 15,215 | -254 | -1.6% | -$1.33万 | 减仓 |
| ADBE | ADOBE INC | $79.60万 | 0.05% | 3,887 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY.COM | $78.60万 | 0.05% | 10,870 | -745 | -6.4% | -$5.39万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $77.50万 | 0.04% | 1,431 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $77.30万 | 0.04% | 23,245 | 0 | 0.0% | — | 不变 |
| MTD | METTLER-TOLEDO INTERNATIONAL I | $76.60万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH IN | $76.00万 | 0.04% | 6,126 | -42 | -0.7% | -$5,211 | 减仓 |
| ALC | ALCON INC. | $75.10万 | 0.04% | 11,196 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL SERVICES GROUP I | $68.90万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $65.10万 | 0.04% | 2,550 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL TECHNOLOGIES | $63.10万 | 0.04% | 2,821 | -2,821 | -50.0% | -$63.10万 | 减仓 |
| HONA | HONEYWELL AEROSPACE | $62.30万 | 0.04% | 2,821 | 2,821 | — | $62.30万 | 新建仓 |
| BE | BLOOM ENERGY CORPORATION CLASS | $60.50万 | 0.03% | 2,000 | -2,000 | -50.0% | -$60.50万 | 减仓 |
| T | AT&T INC | $60.10万 | 0.03% | 29,034 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC COM | $59.60万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| — | VESTAS WIND SYSTEM A/S UnSPONS | $57.30万 | 0.03% | 60,950 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $54.50万 | 0.03% | 860 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH IN | $52.30万 | 0.03% | 1,329 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $51.30万 | 0.03% | 19,060 | -810 | -4.1% | -$2.18万 | 减仓 |
| GIS | GENERAL MILLS INC COM | $47.40万 | 0.03% | 13,646 | 0 | 0.0% | — | 不变 |
| — | LIBERTY LATIN AMERICA 9 CUM P | $47.20万 | 0.03% | 21,806 | 21,806 | — | $47.20万 | 新建仓 |
| AVGO | BROADCOM INC COM | $47.00万 | 0.03% | 1,245 | 0 | 0.0% | — | 不变 |
| LILAK | LIBERTY LATIN AMERICA-CL C | $46.90万 | 0.03% | 60,315 | -8,591 | -12.5% | -$6.68万 | 减仓 |
| GNRC | GENERAC HOLDINGS INC. | $46.90万 | 0.03% | 1,602 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $44.40万 | 0.03% | 2,839 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY, INC. | $44.30万 | 0.03% | 9,000 | 9,000 | — | $44.30万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED ETF | $43.80万 | 0.03% | 6,150 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES, INC | $40.70万 | 0.02% | 18,305 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLUTIONS COR | $40.40万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $38.70万 | 0.02% | 1,790 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORP | $38.10万 | 0.02% | 1,600 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC. | $37.60万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $35.80万 | 0.02% | 1,200 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $35.80万 | 0.02% | 2,445 | 445 | 22.2% | $6.52万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE PARTNERS | $34.70万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORPORATION (QSBS STO | $34.70万 | 0.02% | 675 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP | $34.30万 | 0.02% | 5,660 | -200 | -3.4% | -$1.21万 | 减仓 |
| MP | MP MATERIALS CORP CLASS A | $33.60万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $33.30万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES, INC. | $33.00万 | 0.02% | 1,550 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC CO COM | $32.60万 | 0.02% | 2,280 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS,INC. CL A | $31.60万 | 0.02% | 4,410 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP. | $31.00万 | 0.02% | 3,499 | 1,066 | 43.8% | $9.44万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $30.80万 | 0.02% | 4,820 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $30.20万 | 0.02% | 834 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $29.90万 | 0.02% | 605 | 605 | — | $29.90万 | 新建仓 |
| VOO | VANGUARD S&P 500 ETF | $29.00万 | 0.02% | 423 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC COM | $28.50万 | 0.02% | 3,300 | 0 | 0.0% | — | 不变 |
| — | NOVONESIS(NOVOZYMES A/S) ADR C | $28.40万 | 0.02% | 4,500 | 0 | 0.0% | — | 不变 |