BOURNE LENT ASSET MANAGEMENT INC
PAWLING NY · SEC CIK 0001128286
$2.89亿2026Q2 申报市值
65持仓数
70.6%前十大占比 · 第一大 12.1%
3 / 1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
CFG 新建仓+$200.40万
LOAR 新建仓+$24.99万
GE 新建仓+$20.29万
SYM 加仓+$10.11万
ENB 加仓+$6.51万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$261.85万
GOOG 减仓-$258.18万
AAPL 减仓-$211.75万
CSCO 减仓-$74.45万
BMY 减仓-$61.94万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,496.13万 | 12.08% | 120,823 | -7,318 | -5.7% | -$211.75万 | 减仓 |
| GOOG | ALPHABET INC | $3,363.35万 | 11.62% | 95,190 | -7,307 | -7.1% | -$258.18万 | 减仓 |
| GOOGL | ALPHABET INC | $3,220.21万 | 11.13% | 90,108 | -7,327 | -7.5% | -$261.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,662.90万 | 9.20% | 71,388 | -350 | -0.5% | -$13.06万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,954.55万 | 6.75% | 27,145 | -655 | -2.4% | -$47.16万 | 减仓 |
| IDXX | IDEXX LABS INC | $1,634.49万 | 5.65% | 31,048 | -85 | -0.3% | -$4.47万 | 减仓 |
| CSCO | CISCO SYS INC | $1,190.09万 | 4.11% | 101,319 | -6,338 | -5.9% | -$74.45万 | 减仓 |
| ADBE | ADOBE INC | $1,180.40万 | 4.08% | 57,575 | -1,735 | -2.9% | -$35.57万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,059.54万 | 3.66% | 26,643 | -82 | -0.3% | -$3.26万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $674.53万 | 2.33% | 117,066 | -10,750 | -8.4% | -$61.94万 | 减仓 |
| AMZN | AMAZON COM INC | $615.00万 | 2.13% | 25,803 | -748 | -2.8% | -$17.83万 | 减仓 |
| QCOM | QUALCOMM INC | $594.16万 | 2.05% | 32,153 | -1,700 | -5.0% | -$31.41万 | 减仓 |
| PAYX | PAYCHEX INC | $497.86万 | 1.72% | 50,632 | -2,975 | -5.5% | -$29.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $487.02万 | 1.68% | 24,340 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $469.73万 | 1.62% | 86,650 | 1,200 | 1.4% | $6.51万 | 加仓 |
| LLY | ELI LILLY & CO | $466.22万 | 1.61% | 3,887 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $403.25万 | 1.39% | 89,710 | 2,250 | 2.6% | $10.11万 | 加仓 |
| AMGN | AMGEN INC | $357.05万 | 1.23% | 9,860 | 120 | 1.2% | $4.35万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $310.00万 | 1.07% | 12,206 | -2,000 | -14.1% | -$50.79万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 1.04% | 4 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $284.49万 | 0.98% | 9,790 | -150 | -1.5% | -$4.36万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $279.85万 | 0.97% | 26,033 | 250 | 1.0% | $2.69万 | 加仓 |
| TSLA | TESLA INC | $263.93万 | 0.91% | 6,275 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $261.32万 | 0.90% | 5,088 | 90 | 1.8% | $4.62万 | 加仓 |
| V | VISA INC | $241.88万 | 0.84% | 7,050 | -717 | -9.2% | -$24.60万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $200.52万 | 0.69% | 11,250 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $200.40万 | 0.69% | 28,600 | 28,600 | — | $200.40万 | 新建仓 |
| NTR | NUTRIEN LTD | $192.45万 | 0.67% | 30,572 | -2,760 | -8.3% | -$17.37万 | 减仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $158.43万 | 0.55% | 943,055 | -8,000 | -0.8% | -$1.34万 | 减仓 |
| INTC | INTEL CORP | $131.88万 | 0.46% | 9,445 | -25 | -0.3% | -$3,491 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $120.82万 | 0.42% | 10,356 | 100 | 1.0% | $1.17万 | 加仓 |
| SLB | SLB LIMITED | $114.60万 | 0.40% | 24,650 | 1,200 | 5.1% | $5.58万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $89.05万 | 0.31% | 10,972 | -100 | -0.9% | -$8,116 | 减仓 |
| PFE | PFIZER INC | $87.35万 | 0.30% | 36,275 | -1,000 | -2.7% | -$2.41万 | 减仓 |
| — | EXXON MOBIL CORP | $87.10万 | 0.30% | 6,371 | -200 | -3.0% | -$2.73万 | 减仓 |
| PEP | PEPSICO INC | $82.80万 | 0.29% | 6,115 | -300 | -4.7% | -$4.06万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $69.43万 | 0.24% | 15,766 | -1,000 | -6.0% | -$4.40万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $67.26万 | 0.23% | 7,375 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $64.83万 | 0.22% | 31,319 | -5,100 | -14.0% | -$10.56万 | 减仓 |
| EME | EMCOR GROUP INC | $61.08万 | 0.21% | 736 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $59.59万 | 0.21% | 1,618 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $57.61万 | 0.20% | 5,067 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $55.99万 | 0.19% | 4,357 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $53.68万 | 0.19% | 12,577 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $53.24万 | 0.18% | 500 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $50.74万 | 0.18% | 1,550 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $48.66万 | 0.17% | 3,751 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $43.97万 | 0.15% | 3,480 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $41.32万 | 0.14% | 929 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP | $39.55万 | 0.14% | 4,184 | -500 | -10.7% | -$4.73万 | 减仓 |
| HD | HOME DEPOT INC | $38.79万 | 0.13% | 1,100 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $37.88万 | 0.13% | 1,750 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $36.55万 | 0.13% | 3,850 | 450 | 13.2% | $4.27万 | 加仓 |
| LFUS | LITTELFUSE INC | $36.43万 | 0.13% | 800 | -400 | -33.3% | -$18.21万 | 减仓 |
| SO | SOUTHERN CO | $35.71万 | 0.12% | 3,731 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $33.07万 | 0.11% | 1,500 | -2,000 | -57.1% | -$44.10万 | 减仓 |
| ILMN | ILLUMINA INC | $31.65万 | 0.11% | 1,800 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $26.62万 | 0.09% | 6,287 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC | $24.99万 | 0.09% | 3,100 | 3,100 | — | $24.99万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $24.80万 | 0.09% | 1,691 | -200 | -10.6% | -$2.93万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $24.58万 | 0.08% | 1,700 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.90万 | 0.08% | 850 | -200 | -19.0% | -$5.62万 | 减仓 |
| SYK | STRYKER CORPORATION | $21.54万 | 0.07% | 684 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $20.40万 | 0.07% | 2,248 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $20.29万 | 0.07% | 543 | 543 | — | $20.29万 | 新建仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,112 | -100.0% | -$22.86万 | 清仓 |