DE BURLO GROUP INC
BOSTON MA · SEC CIK 0001134288
$5.47亿2026Q2 申报市值
90持仓数
48.3%前十大占比 · 第一大 8.3%
6 / 4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
XOVR 新建仓+$2,582.84万
ALAB 新建仓+$714.87万
U 新建仓+$483.00万
APH 新建仓+$437.27万
TER 加仓+$434.00万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$1,874.31万
MU 减仓-$667.18万
V 减仓-$332.80万
EQT 减仓-$315.83万
INTU 减仓-$308.63万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $4,518.32万 | 8.27% | 77,780 | -32,265 | -29.3% | -$1,874.31万 | 减仓 |
| AAPL | APPLE INC | $3,590.52万 | 6.57% | 124,085 | -2,147 | -1.7% | -$62.13万 | 减仓 |
| GOOGL | ALPHABET INC | $3,530.60万 | 6.46% | 98,794 | 3,410 | 3.6% | $121.86万 | 加仓 |
| LLY | ELI LILLY & CO | $3,192.04万 | 5.84% | 26,613 | 95 | 0.4% | $11.39万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $2,582.84万 | 4.72% | 1,227,000 | 1,227,000 | — | $2,582.84万 | 新建仓 |
| AMZN | AMAZON COM INC | $2,125.28万 | 3.89% | 89,170 | 13,690 | 18.1% | $326.29万 | 加仓 |
| BN | BROOKFIELD CORP | $1,904.20万 | 3.48% | 447,100 | 3,100 | 0.7% | $13.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,868.12万 | 3.42% | 50,081 | -2,343 | -4.5% | -$87.40万 | 减仓 |
| MCK | MCKESSON CORP | $1,617.74万 | 2.96% | 21,410 | -2,220 | -9.4% | -$167.74万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,456.37万 | 2.66% | 14,400 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $1,156.90万 | 2.12% | 12,367 | 50 | 0.4% | $4.68万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $1,147.04万 | 2.10% | 121,870 | -125 | -0.1% | -$1.18万 | 减仓 |
| AVGO | BROADCOM INC | $1,141.98万 | 2.09% | 30,231 | -1,200 | -3.8% | -$45.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,077.19万 | 1.97% | 53,835 | -14,030 | -20.7% | -$280.73万 | 减仓 |
| IEMG | ISHARES INC | $1,053.31万 | 1.93% | 127,150 | 1,200 | 1.0% | $9.94万 | 加仓 |
| ADSK | AUTODESK INC | $961.13万 | 1.76% | 49,436 | -13,540 | -21.5% | -$263.24万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $945.48万 | 1.73% | 19,250 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $887.18万 | 1.62% | 15,750 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $869.02万 | 1.59% | 363,000 | 4,000 | 1.1% | $9.58万 | 加仓 |
| TER | TERADYNE INC | $806.80万 | 1.48% | 16,675 | 8,970 | 116.4% | $434.00万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $796.58万 | 1.46% | 86,500 | 1,625 | 1.9% | $14.96万 | 加仓 |
| V | VISA INC | $780.13万 | 1.43% | 22,738 | -9,700 | -29.9% | -$332.80万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $763.14万 | 1.40% | 10,000 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $714.87万 | 1.31% | 14,800 | 14,800 | — | $714.87万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $688.08万 | 1.26% | 13,397 | -210 | -1.5% | -$10.79万 | 减仓 |
| IREN | IREN LIMITED | $674.52万 | 1.23% | 147,500 | 65,700 | 80.3% | $300.45万 | 加仓 |
| ABBV | ABBVIE INC | $655.25万 | 1.20% | 26,039 | -300 | -1.1% | -$7.55万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $620.78万 | 1.14% | 5,378 | -5,780 | -51.8% | -$667.18万 | 减仓 |
| SNPS | SYNOPSYS INC | $597.73万 | 1.09% | 13,400 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $594.09万 | 1.09% | 3,500 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $572.62万 | 1.05% | 22,500 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $559.03万 | 1.02% | 2,810 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $530.84万 | 0.97% | 12,621 | -5 | -0.0% | -$2,103 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $524.08万 | 0.96% | 204,800 | -61,600 | -23.1% | -$157.63万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $496.44万 | 0.91% | 61,700 | -22,300 | -26.5% | -$179.43万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $488.46万 | 0.89% | 178,400 | 67,400 | 60.7% | $184.54万 | 加仓 |
| U | UNITY SOFTWARE INC | $483.00万 | 0.88% | 169,000 | 169,000 | — | $483.00万 | 新建仓 |
| INTU | INTUIT | $479.46万 | 0.88% | 18,370 | -11,825 | -39.2% | -$308.63万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $471.13万 | 0.86% | 9,397 | -648 | -6.5% | -$32.49万 | 减仓 |
| EQT | EQT CORP | $459.92万 | 0.84% | 86,500 | -59,400 | -40.7% | -$315.83万 | 减仓 |
| APH | AMPHENOL CORP | $437.27万 | 0.80% | 24,800 | 24,800 | — | $437.27万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $372.56万 | 0.68% | 15,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $336.56万 | 0.62% | 6,726 | 660 | 10.9% | $33.03万 | 加仓 |
| EWJ | ISHARES INC | $334.84万 | 0.61% | 35,900 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $313.61万 | 0.57% | 9,581 | 1 | 0.0% | $327 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $304.04万 | 0.56% | 8,985 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $299.42万 | 0.55% | 8,780 | -40 | -0.5% | -$1.36万 | 减仓 |
| CLSK | CLEANSPARK INC | $299.29万 | 0.55% | 205,700 | 205,700 | — | $299.29万 | 新建仓 |
| DHR | DANAHER CORP DEL | $276.25万 | 0.51% | 14,503 | -3,616 | -20.0% | -$68.88万 | 减仓 |
| QCOM | QUALCOMM INC | $275.97万 | 0.50% | 14,934 | 14,934 | — | $275.97万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $244.31万 | 0.45% | 25,217 | -1,300 | -4.9% | -$12.59万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $235.45万 | 0.43% | 4,740 | -15 | -0.3% | -$7,451 | 减仓 |
| ANET | ARISTA NETWORKS INC | $224.29万 | 0.41% | 13,203 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $172.15万 | 0.31% | 19,031 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $162.26万 | 0.30% | 9,920 | -418 | -4.0% | -$6.84万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $143.03万 | 0.26% | 9,754 | -2,994 | -23.5% | -$43.90万 | 减仓 |
| MAS | MASCO CORP | $126.34万 | 0.23% | 15,526 | -475 | -3.0% | -$3.87万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $123.20万 | 0.23% | 7,500 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $109.09万 | 0.20% | 5,753 | -171 | -2.9% | -$3.24万 | 减仓 |
| CRM | SALESFORCE INC | $107.00万 | 0.20% | 6,830 | -625 | -8.4% | -$9.79万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $97.47万 | 0.18% | 7,408 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $88.46万 | 0.16% | 5,135 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $78.66万 | 0.14% | 4,667 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $74.89万 | 0.14% | 2,175 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $73.11万 | 0.13% | 15,250 | -850 | -5.3% | -$4.07万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $72.75万 | 0.13% | 5,758 | -375 | -6.1% | -$4.74万 | 减仓 |
| STE | STERIS PLC | $67.80万 | 0.12% | 3,220 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $64.14万 | 0.12% | 3,016 | -100 | -3.2% | -$2.13万 | 减仓 |
| — | TOPBUILD COR | $60.91万 | 0.11% | 1,718 | -66 | -3.7% | -$2.34万 | 减仓 |
| ECL | ECOLAB INC | $51.54万 | 0.09% | 1,850 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $47.19万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $45.68万 | 0.08% | 1,657 | -79 | -4.6% | -$2.18万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $45.55万 | 0.08% | 2,034 | -700 | -25.6% | -$15.68万 | 减仓 |
| LIN | LINDE PLC | $42.55万 | 0.08% | 820 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $40.98万 | 0.07% | 5,740 | -20 | -0.3% | -$1,428 | 减仓 |
| NEE | NEXTERA ENERGY INC | $39.50万 | 0.07% | 4,500 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $38.30万 | 0.07% | 1,868 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $35.93万 | 0.07% | 4,052 | -83 | -2.0% | -$7,360 | 减仓 |
| RSG | REPUBLIC SVCS INC | $34.26万 | 0.06% | 1,608 | -25 | -1.5% | -$5,327 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $33.85万 | 0.06% | 1,333 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $30.06万 | 0.05% | 3,100 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $27.84万 | 0.05% | 8,000 | -2,600 | -24.5% | -$9.05万 | 减仓 |
| UNP | UNION PAC CORP | $26.22万 | 0.05% | 964 | 0 | 0.0% | — | 不变 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $25.98万 | 0.05% | 14,463 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $25.66万 | 0.05% | 815 | -1,443 | -63.9% | -$45.43万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $25.35万 | 0.05% | 900 | -100 | -10.0% | -$2.82万 | 减仓 |
| BAC | BANK OF AMER CORP | $24.21万 | 0.04% | 4,248 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $22.89万 | 0.04% | 2,005 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $21.55万 | 0.04% | 595 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $21.37万 | 0.04% | 1,563 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -7,802 | -100.0% | -$138.77万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,733 | -100.0% | -$28.06万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,001 | -100.0% | -$27.54万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -900 | -100.0% | -$22.90万 | 清仓 |