BOURGEON CAPITAL MANAGEMENT LLC
Darien CT · SEC CIK 0001088731
$6.79亿2026Q2 申报市值
104持仓数
35.8%前十大占比 · 第一大 5.3%
11 / 19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
ECL 新建仓+$2,072.53万
BSX 重新持有+$1,358.83万
PRIM 新建仓+$1,095.18万
V 重新持有+$955.09万
ENPH 加仓+$745.35万
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$2,774.40万
PANW 减仓-$1,471.47万
ILMN 减仓-$1,055.31万
MDB 减仓-$766.76万
NXPI 减仓-$758.76万
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 DEL | $1,263.50万 | 1.86% | 66,332 | 2,061 | 3.2% | $39.26万 | 加仓 |
| QCOM | QUALCOMM INC | $1,367.61万 | 2.01% | 74,009 | 7,021 | 10.5% | $129.74万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,374.59万 | 2.02% | 322,069 | 318,376 | 8,621.1% | $1,358.83万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $1,414.78万 | 2.08% | 244,600 | -13,877 | -5.4% | -$80.27万 | 减仓 |
| VST | VISTRA CORP | $1,437.63万 | 2.12% | 90,628 | 551 | 0.6% | $8.74万 | 加仓 |
| AAPL | APPLE INC | $1,448.79万 | 2.13% | 50,069 | -3,455 | -6.5% | -$99.97万 | 减仓 |
| XYZ | BLOCK INC | $1,629.54万 | 2.40% | 214,413 | -5,028 | -2.3% | -$38.21万 | 减仓 |
| UNP | UNION PAC CORP | $1,657.43万 | 2.44% | 60,935 | 419 | 0.7% | $11.40万 | 加仓 |
| AMZN | AMAZON COM INC | $1,658.01万 | 2.44% | 69,565 | -2,861 | -4.0% | -$68.19万 | 减仓 |
| RTX | RTX CORPORATION | $1,709.26万 | 2.52% | 90,089 | 3,685 | 4.3% | $69.92万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,726.13万 | 2.54% | 302,936 | 7,254 | 2.5% | $41.33万 | 加仓 |
| C | CITIGROUP INC | $1,808.24万 | 2.66% | 129,197 | -3,525 | -2.7% | -$49.34万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $1,856.00万 | 2.73% | 376,929 | 151,370 | 67.1% | $745.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,863.01万 | 2.74% | 49,944 | -754 | -1.5% | -$28.13万 | 减仓 |
| OKTA | OKTA INC | $2,054.91万 | 3.03% | 150,598 | 1,270 | 0.9% | $17.33万 | 加仓 |
| ETN | EATON CORP PLC | $2,066.98万 | 3.04% | 48,507 | 1,283 | 2.7% | $54.67万 | 加仓 |
| ECL | ECOLAB INC | $2,072.53万 | 3.05% | 74,388 | 74,388 | — | $2,072.53万 | 新建仓 |
| MRK | MERCK & CO INC | $2,106.01万 | 3.10% | 163,890 | 923 | 0.6% | $11.86万 | 加仓 |
| HUBB | HUBBELL INC | $2,246.57万 | 3.31% | 42,939 | 3,168 | 8.0% | $165.75万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,474.54万 | 3.64% | 83,069 | -93,135 | -52.9% | -$2,774.40万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,903.80万 | 4.28% | 88,712 | -6,125 | -6.5% | -$200.49万 | 减仓 |
| LLY | ELI LILLY & CO | $2,929.69万 | 4.31% | 24,426 | 1,127 | 4.8% | $135.17万 | 加仓 |
| GOOGL | ALPHABET INC | $3,595.17万 | 5.29% | 100,601 | -9,038 | -8.2% | -$322.99万 | 减仓 |