BOURGEON CAPITAL MANAGEMENT LLC
Darien CT · SEC CIK 0001088731
$5.78亿2026Q1 申报市值
108持仓数
35.4%前十大占比 · 第一大 5.5%
17 / 29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
NXPI 加仓+$1,062.66万
PFE 加仓+$960.04万
PPG 新建仓+$920.04万
UNP 加仓+$834.03万
ENPH 加仓+$777.97万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$1,537.07万
CSX 清仓-$1,184.11万
PNC 清仓-$1,127.54万
TEVA PHARMACEUTI 减仓-$979.17万
FCX 减仓-$922.59万
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 |
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | $0 | 0.00% | 0 | -326,652 | -100.0% | -$1,184.11万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -54,019 | -100.0% | -$1,127.54万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -295,715 | -100.0% | -$778.32万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -192,719 | -100.0% | -$739.66万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -36,448 | -100.0% | -$705.49万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -71,210 | -100.0% | -$465.86万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -2,233 | -100.0% | -$77.28万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -3,528 | -100.0% | -$74.21万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -1,350 | -100.0% | -$63.90万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -3,608 | -100.0% | -$58.08万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1,222 | -100.0% | -$57.40万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,251 | -100.0% | -$55.69万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -8,008 | -100.0% | -$54.77万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -6,346 | -100.0% | -$51.51万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -5,450 | -100.0% | -$51.10万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -857 | -100.0% | -$48.54万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -5,251 | -100.0% | -$46.98万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -665 | -100.0% | -$44.05万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,851 | -100.0% | -$43.95万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -248 | -100.0% | -$41.93万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -746 | -100.0% | -$38.99万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -686 | -100.0% | -$38.96万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -618 | -100.0% | -$35.46万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -263 | -100.0% | -$34.98万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -490 | -100.0% | -$28.45万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -483 | -100.0% | -$21.90万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$21.45万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -4,800 | -100.0% | -$21.37万 | 清仓 |
| NKTX | NKARTA INC | $0 | 0.00% | 0 | -10,400 | -100.0% | -$1.92万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $14.04万 | 0.02% | 20,000 | 20,000 | — | $14.04万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $20.50万 | 0.04% | 686 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $20.64万 | 0.04% | 600 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $21.06万 | 0.04% | 2,805 | 0 | 0.0% | — | 不变 |
| MSB | MESABI TR | $22.00万 | 0.04% | 6,999 | 6,999 | — | $22.00万 | 新建仓 |
| ZTS | ZOETIS INC | $22.12万 | 0.04% | 1,871 | 2 | 0.1% | $236 | 加仓 |
| HD | HOME DEPOT INC | $22.17万 | 0.04% | 674 | 9 | 1.4% | $2,960 | 加仓 |
| T | AT&T INC | $22.42万 | 0.04% | 7,735 | 7,735 | — | $22.42万 | 新建仓 |
| WPC | WP CAREY INC | $22.43万 | 0.04% | 3,300 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $23.26万 | 0.04% | 1,467 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS ETF TRUST | $23.39万 | 0.04% | 9,359 | 9,359 | — | $23.39万 | 新建仓 |
| APH | AMPHENOL CORP | $23.41万 | 0.04% | 1,853 | -1,609 | -46.5% | -$20.33万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $23.55万 | 0.04% | 1,307 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $23.85万 | 0.04% | 3,500 | -190 | -5.1% | -$1.29万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $24.15万 | 0.04% | 3,016 | 9 | 0.3% | $721 | 加仓 |
| COHR | COHERENT CORP | $25.13万 | 0.04% | 1,055 | 1,055 | — | $25.13万 | 新建仓 |
| ASML | ASML HLDG NV | $25.62万 | 0.04% | 194 | -505 | -72.2% | -$66.70万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $26.64万 | 0.05% | 5,600 | 5,600 | — | $26.64万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $27.23万 | 0.05% | 3,200 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $30.24万 | 0.05% | 2,222 | 2 | 0.1% | $272 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.05万 | 0.06% | 5,002 | 5,002 | — | $32.05万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $33.50万 | 0.06% | 6,198 | 6,198 | — | $33.50万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $35.20万 | 0.06% | 610 | -1 | -0.2% | -$577 | 减仓 |
| ABT | ABBOTT LABORATORIES | $35.37万 | 0.06% | 3,445 | -5 | -0.1% | -$513 | 减仓 |
| GE | GE AEROSPACE | $35.95万 | 0.06% | 1,267 | -20 | -1.6% | -$5,675 | 减仓 |
| USMV | ISHARES TR | $36.17万 | 0.06% | 3,900 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $38.08万 | 0.07% | 1,530 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $38.28万 | 0.07% | 200 | 200 | — | $38.28万 | 新建仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $39.11万 | 0.07% | 14,600 | 14,600 | — | $39.11万 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC | $39.30万 | 0.07% | 5,691 | 5,691 | — | $39.30万 | 新建仓 |
| IWP | ISHARES TR | $40.37万 | 0.07% | 3,151 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $43.93万 | 0.08% | 1,337 | 1,337 | — | $43.93万 | 新建仓 |
| SBUX | STARBUCKS CORP | $44.17万 | 0.08% | 4,930 | 4 | 0.1% | $358 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $45.35万 | 0.08% | 7,019 | -3,450 | -33.0% | -$22.29万 | 减仓 |
| LMB | LIMBACH HLDGS INC | $46.83万 | 0.08% | 6,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $46.83万 | 0.08% | 470 | -17 | -3.5% | -$1.69万 | 减仓 |
| EMGF | ISHARES INC | $52.01万 | 0.09% | 8,607 | -3,475 | -28.8% | -$21.00万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $58.02万 | 0.10% | 460 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $59.31万 | 0.10% | 6,472 | 1,244 | 23.8% | $11.40万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $62.88万 | 0.11% | 1,752 | 1,752 | — | $62.88万 | 新建仓 |
| MP | MP MATERIALS CORP | $64.19万 | 0.11% | 13,300 | 13,300 | — | $64.19万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $64.46万 | 0.11% | 19,563 | -5,768 | -22.8% | -$19.01万 | 减仓 |
| IGIB | ISHARES TR | $65.46万 | 0.11% | 12,300 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $71.99万 | 0.12% | 14,916 | -2,273 | -13.2% | -$10.97万 | 减仓 |
| WMT | WALMART INC | $72.60万 | 0.13% | 5,842 | 9 | 0.2% | $1,119 | 加仓 |
| IGRO | ISHARES TR | $74.37万 | 0.13% | 8,878 | -4,351 | -32.9% | -$36.45万 | 减仓 |
| IESC | IES HOLDINGS INC | $74.52万 | 0.13% | 1,564 | -540 | -25.7% | -$25.73万 | 减仓 |
| ABBV | ABBVIE INC | $76.53万 | 0.13% | 3,519 | 12 | 0.3% | $2,610 | 加仓 |
| VTI | VANGUARD INDEX FDS | $80.27万 | 0.14% | 2,502 | -529 | -17.5% | -$16.97万 | 减仓 |
| — | MICROCHIP TECHNOLOGY INC. | $85.45万 | 0.15% | 15,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $92.18万 | 0.16% | 1,056 | -501 | -32.2% | -$43.73万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $97.02万 | 0.17% | 5,300 | 5,300 | — | $97.02万 | 新建仓 |
| AMGN | AMGEN INC | $119.66万 | 0.21% | 3,401 | 6 | 0.2% | $2,111 | 加仓 |
| AGG | ISHARES TR | $122.99万 | 0.21% | 12,389 | -5,114 | -29.2% | -$50.77万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $167.18万 | 0.29% | 16,686 | 4,984 | 42.6% | $49.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $168.51万 | 0.29% | 2,820 | 4 | 0.1% | $2,390 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $173.15万 | 0.30% | 3,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $195.10万 | 0.34% | 3,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $230.04万 | 0.40% | 6,809 | -45,497 | -87.0% | -$1,537.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $248.20万 | 0.43% | 10,154 | 20 | 0.2% | $4,889 | 加仓 |
| COR | CENCORA INC | $255.21万 | 0.44% | 8,124 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $275.29万 | 0.48% | 35,669 | 1,239 | 3.6% | $9.56万 | 加仓 |
| CVX | CHEVRON CORPORATION | $320.67万 | 0.55% | 15,499 | 1,102 | 7.7% | $22.80万 | 加仓 |
| GOOG | ALPHABET INC | $329.99万 | 0.57% | 11,504 | 42 | 0.4% | $1.20万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $336.03万 | 0.58% | 5,167 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $342.20万 | 0.59% | 7,141 | 1,675 | 30.6% | $80.27万 | 加仓 |
| ADI | ANALOG DEVICES INC | $361.50万 | 0.63% | 11,363 | 6 | 0.1% | $1,909 | 加仓 |