BOURNE LENT ASSET MANAGEMENT INC
PAWLING NY · SEC CIK 0001128286
$2.72亿2026Q1 申报市值
63持仓数
70.6%前十大占比 · 第一大 12.0%
2 / 2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
NVDA 加仓+$147.80万
MKSI 新建仓+$21.35万
BNY 新建仓+$20.17万
ISRG 加仓+$10.37万
JNJ 加仓+$3.67万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$64.22万
GOOGL 减仓-$43.57万
INTU 清仓-$37.49万
GOOG 减仓-$35.00万
ADBE 减仓-$27.05万
2026Q1 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 | $3,252.09万 | 11.95% | 128,141 | -565 | -0.4% | -$14.34万 | 减仓 |
| GOOG | ALPHABET INC | $2,940.23万 | 10.81% | 102,497 | -1,220 | -1.2% | -$35.00万 | 减仓 |
| GOOGL | ALPHABET INC | $2,801.85万 | 10.30% | 97,435 | -1,515 | -1.5% | -$43.57万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,655.51万 | 9.76% | 71,738 | -1,735 | -2.4% | -$64.22万 | 减仓 |
| IDXX | IDEXX LABS INC | $1,749.33万 | 6.43% | 31,133 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1,526.28万 | 5.61% | 27,800 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1,441.71万 | 5.30% | 59,310 | -1,113 | -1.8% | -$27.05万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,232.00万 | 4.53% | 26,725 | 225 | 0.8% | $10.37万 | 加仓 |
| CSCO | CISCO SYS INC | $835.31万 | 3.07% | 107,657 | -1,260 | -1.2% | -$9.78万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $775.20万 | 2.85% | 127,816 | -200 | -0.2% | -$1.21万 | 减仓 |
| AMZN | AMAZON COM INC | $552.99万 | 2.03% | 26,551 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $493.83万 | 1.82% | 53,607 | -512 | -0.9% | -$4.72万 | 减仓 |
| SYM | SYMBOTIC INC | $465.29万 | 1.71% | 87,460 | -1,100 | -1.2% | -$5.85万 | 减仓 |
| ENB | ENBRIDGE INC | $462.63万 | 1.70% | 85,450 | -257 | -0.3% | -$1.39万 | 减仓 |
| QCOM | QUALCOMM INC | $435.96万 | 1.60% | 33,853 | -363 | -1.1% | -$4.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $424.49万 | 1.56% | 24,340 | 8,475 | 53.4% | $147.80万 | 加仓 |
| LLY | ELI LILLY & CO | $357.51万 | 1.31% | 3,887 | -10 | -0.3% | -$9,198 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $347.25万 | 1.28% | 14,206 | 150 | 1.1% | $3.67万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $343.08万 | 1.26% | 9,940 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $342.70万 | 1.26% | 9,740 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 1.06% | 4 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $253.65万 | 0.93% | 25,783 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $251.52万 | 0.92% | 33,332 | 40 | 0.1% | $3,018 | 加仓 |
| MA | MASTERCARD INCORPORATED | $249.73万 | 0.92% | 4,998 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $234.75万 | 0.86% | 7,767 | -267 | -3.3% | -$8.07万 | 减仓 |
| TSLA | TESLA INC | $233.27万 | 0.86% | 6,275 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $189.46万 | 0.70% | 450 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $150.02万 | 0.55% | 10,256 | 0 | 0.0% | — | 不变 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $125.54万 | 0.46% | 951,055 | -16,000 | -1.7% | -$2.11万 | 减仓 |
| SLB | SLB LIMITED | $120.51万 | 0.44% | 23,450 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $111.48万 | 0.41% | 6,571 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $105.58万 | 0.39% | 36,419 | -300 | -0.8% | -$8,697 | 减仓 |
| PFE | PFIZER INC | $104.67万 | 0.38% | 37,275 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $99.62万 | 0.37% | 6,415 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $89.63万 | 0.33% | 11,072 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $82.70万 | 0.30% | 3,500 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $78.92万 | 0.29% | 12,577 | -1,821 | -12.6% | -$11.43万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $72.36万 | 0.27% | 16,766 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $69.61万 | 0.26% | 1,618 | -468 | -22.4% | -$20.13万 | 减仓 |
| EME | EMCOR GROUP INC | $54.34万 | 0.20% | 736 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $54.23万 | 0.20% | 3,751 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $52.41万 | 0.19% | 4,357 | -300 | -6.4% | -$3.61万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $48.50万 | 0.18% | 3,480 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $47.65万 | 0.18% | 7,375 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $45.67万 | 0.17% | 5,067 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $45.59万 | 0.17% | 1,550 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $41.79万 | 0.15% | 9,470 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $40.72万 | 0.15% | 1,200 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP | $36.93万 | 0.14% | 4,684 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $36.18万 | 0.13% | 1,100 | -40 | -3.5% | -$1.32万 | 减仓 |
| SO | SOUTHERN CO | $36.01万 | 0.13% | 3,731 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $35.42万 | 0.13% | 500 | -118 | -19.1% | -$8.36万 | 减仓 |
| BA | BOEING CO | $34.83万 | 0.13% | 1,750 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $31.72万 | 0.12% | 3,400 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $31.56万 | 0.12% | 6,287 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $27.31万 | 0.10% | 1,891 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.45万 | 0.09% | 1,050 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $23.08万 | 0.08% | 2,248 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $22.86万 | 0.08% | 2,112 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $22.48万 | 0.08% | 684 | -200 | -22.6% | -$6.57万 | 减仓 |
| ILMN | ILLUMINA INC | $22.19万 | 0.08% | 1,800 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $21.35万 | 0.08% | 929 | 929 | — | $21.35万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $20.17万 | 0.07% | 1,700 | 1,700 | — | $20.17万 | 新建仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -566 | -100.0% | -$37.49万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -810 | -100.0% | -$20.84万 | 清仓 |