DE BURLO GROUP INC
BOSTON MA · SEC CIK 0001134288
$4.41亿2026Q1 申报市值
88持仓数
47.1%前十大占比 · 第一大 7.3%
16 / 7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
BN 新建仓+$1,796.87万
EQT 新建仓+$928.51万
WY 加仓+$547.23万
SEI 新建仓+$474.68万
TSLA 新建仓+$469.37万
2026Q1 卖出最多 按季末市值估算
IWM 清仓-$3,348.27万
BRK/B 减仓-$2,803.08万
ORLY 减仓-$2,740.22万
IEMG 减仓-$2,195.03万
GS 减仓-$2,098.06万
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 | $3,203.64万 | 7.26% | 126,232 | -2,448 | -1.9% | -$62.13万 | 减仓 |
| GOOGL | ALPHABET INC | $2,742.86万 | 6.22% | 95,384 | -48,365 | -33.6% | -$1,390.78万 | 减仓 |
| LLY | ELI LILLY & CO | $2,439.05万 | 5.53% | 26,518 | -16,260 | -38.0% | -$1,495.55万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,238.65万 | 5.07% | 110,045 | -60,885 | -35.6% | -$1,238.58万 | 减仓 |
| MCK | MCKESSON CORP | $2,044.85万 | 4.63% | 23,630 | -18,020 | -43.3% | -$1,559.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,940.58万 | 4.40% | 52,424 | -28,000 | -34.8% | -$1,036.48万 | 减仓 |
| BN | BROOKFIELD CORP | $1,796.87万 | 4.07% | 444,000 | 444,000 | — | $1,796.87万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,572.02万 | 3.56% | 75,480 | -97,355 | -56.3% | -$2,027.61万 | 减仓 |
| ADSK | AUTODESK INC | $1,507.65万 | 3.42% | 62,976 | -62,212 | -49.7% | -$1,489.36万 | 减仓 |
| INTU | INTUIT | $1,305.57万 | 2.96% | 30,195 | -12,215 | -28.8% | -$528.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,227.31万 | 2.78% | 12,317 | -7,510 | -37.9% | -$748.32万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,218.23万 | 2.76% | 14,400 | -24,800 | -63.3% | -$2,098.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,183.57万 | 2.68% | 67,865 | -76,225 | -52.9% | -$1,329.36万 | 减仓 |
| V | VISA INC | $980.42万 | 2.22% | 32,438 | 8,870 | 37.6% | $268.09万 | 加仓 |
| AVGO | BROADCOM INC | $972.82万 | 2.20% | 31,431 | -18,819 | -37.5% | -$582.47万 | 减仓 |
| EQT | EQT CORP | $928.51万 | 2.10% | 145,900 | 145,900 | — | $928.51万 | 新建仓 |
| META | META PLATFORMS INC | $901.10万 | 2.04% | 15,750 | -3,470 | -18.1% | -$198.53万 | 减仓 |
| IEMG | ISHARES INC | $878.50万 | 1.99% | 125,950 | -314,700 | -71.4% | -$2,195.03万 | 减仓 |
| WY | WEYERHAEUSER CO | $877.04万 | 1.99% | 359,000 | 224,000 | 165.9% | $547.23万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $866.90万 | 1.96% | 121,995 | -85,292 | -41.1% | -$606.09万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $802.22万 | 1.82% | 19,250 | -21,700 | -53.0% | -$904.33万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $783.48万 | 1.78% | 84,875 | -296,850 | -77.8% | -$2,740.22万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $679.89万 | 1.54% | 13,607 | -135 | -1.0% | -$6.75万 | 减仓 |
| MELI | MERCADOLIBRE INC | $605.16万 | 1.37% | 3,500 | -4,840 | -58.0% | -$836.85万 | 减仓 |
| ABBV | ABBVIE INC | $572.85万 | 1.30% | 26,339 | -250 | -0.9% | -$5.44万 | 减仓 |
| SNPS | SYNOPSYS INC | $531.28万 | 1.20% | 13,400 | -4,600 | -25.6% | -$182.38万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $493.74万 | 1.12% | 10,045 | -315 | -3.0% | -$15.48万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $474.68万 | 1.08% | 84,000 | 84,000 | — | $474.68万 | 新建仓 |
| TSLA | TESLA INC | $469.37万 | 1.06% | 12,626 | 12,626 | — | $469.37万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $418.88万 | 0.95% | 15,000 | 15,000 | — | $418.88万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $398.53万 | 0.90% | 266,400 | 266,400 | — | $398.53万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $390.41万 | 0.88% | 10,000 | 10,000 | — | $390.41万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $376.96万 | 0.85% | 11,158 | -380 | -3.3% | -$12.84万 | 减仓 |
| ASML | ASML HLDG NV | $371.15万 | 0.84% | 2,810 | -30 | -1.1% | -$3.96万 | 减仓 |
| DHR | DANAHER CORP DEL | $343.54万 | 0.78% | 18,119 | -2,843 | -13.6% | -$53.90万 | 减仓 |
| SNOW | SNOWFLAKE INC | $339.35万 | 0.77% | 22,500 | 22,500 | — | $339.35万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $317.94万 | 0.72% | 8,985 | -22,600 | -71.6% | -$799.72万 | 减仓 |
| EWJ | ISHARES INC | $303.14万 | 0.69% | 35,900 | 35,900 | — | $303.14万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $290.68万 | 0.66% | 6,066 | -58,495 | -90.6% | -$2,803.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $281.82万 | 0.64% | 9,580 | 40 | 0.4% | $1.18万 | 加仓 |
| IREN | IREN LIMITED | $280.41万 | 0.64% | 81,800 | 81,800 | — | $280.41万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $247.46万 | 0.56% | 26,517 | -710 | -2.6% | -$6.63万 | 减仓 |
| TER | TERADYNE INC | $228.42万 | 0.52% | 7,705 | 210 | 2.8% | $6.23万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $212.33万 | 0.48% | 4,755 | -30 | -0.6% | -$1.34万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $184.13万 | 0.42% | 12,748 | -733 | -5.4% | -$10.59万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $178.41万 | 0.40% | 10,338 | -425 | -3.9% | -$7.33万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $162.11万 | 0.37% | 13,203 | -250 | -1.9% | -$3.07万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $152.40万 | 0.35% | 19,031 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $141.40万 | 0.32% | 8,820 | -325 | -3.6% | -$5.21万 | 减仓 |
| CRM | SALESFORCE INC | $139.16万 | 0.32% | 7,455 | -650 | -8.0% | -$12.13万 | 减仓 |
| — | MASIMO CORP | $138.77万 | 0.31% | 7,802 | -150 | -1.9% | -$2.67万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $137.20万 | 0.31% | 111,000 | 111,000 | — | $137.20万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $116.83万 | 0.26% | 5,924 | 5,924 | — | $116.83万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $109.77万 | 0.25% | 7,500 | 7,500 | — | $109.77万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $100.82万 | 0.23% | 7,408 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $96.60万 | 0.22% | 16,001 | -600 | -3.6% | -$3.62万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $94.85万 | 0.21% | 5,135 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $85.48万 | 0.19% | 6,133 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $74.20万 | 0.17% | 2,258 | -910 | -28.7% | -$29.90万 | 减仓 |
| STE | STERIS PLC | $71.20万 | 0.16% | 3,220 | -50 | -1.5% | -$1.11万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $69.72万 | 0.16% | 2,175 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $63.62万 | 0.14% | 3,116 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $62.67万 | 0.14% | 1,784 | 33 | 1.9% | $1.16万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $61.48万 | 0.14% | 4,667 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $59.17万 | 0.13% | 16,100 | -358,560 | -95.7% | -$1,317.71万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $55.55万 | 0.13% | 2,734 | -154 | -5.3% | -$3.13万 | 减仓 |
| NFLX | NETFLIX INC. | $55.38万 | 0.13% | 5,760 | -132,600 | -95.8% | -$1,274.95万 | 减仓 |
| ECL | ECOLAB INC | $49.21万 | 0.11% | 1,850 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $46.31万 | 0.10% | 1,736 | -24 | -1.4% | -$6,402 | 减仓 |
| ADBE | ADOBE INC | $45.41万 | 0.10% | 1,868 | -4,387 | -70.1% | -$106.64万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $41.80万 | 0.09% | 4,500 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $40.65万 | 0.09% | 820 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $39.45万 | 0.09% | 10,600 | -1,200 | -10.2% | -$4.47万 | 减仓 |
| FSLR | FIRST SOLAR INC | $39.45万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $36.56万 | 0.08% | 4,135 | -66 | -1.6% | -$5,836 | 减仓 |
| RSG | REPUBLIC SVCS INC | $35.77万 | 0.08% | 1,633 | -30,250 | -94.9% | -$662.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $32.58万 | 0.07% | 1,333 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $30.70万 | 0.07% | 2,005 | -71,920 | -97.3% | -$1,101.10万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $30.08万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $28.06万 | 0.06% | 2,733 | -5,800 | -68.0% | -$59.55万 | 减仓 |
| GDX | VANECK ETF TRUST | $27.54万 | 0.06% | 3,001 | 3,001 | — | $27.54万 | 新建仓 |
| — | EXXON MOBIL CORP | $26.52万 | 0.06% | 1,563 | 1,563 | — | $26.52万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $24.60万 | 0.06% | 3,100 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $23.39万 | 0.05% | 964 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $22.90万 | 0.05% | 900 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $20.94万 | 0.05% | 595 | 595 | — | $20.94万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.71万 | 0.05% | 4,248 | 0 | 0.0% | — | 不变 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $13.62万 | 0.03% | 14,463 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -136,020 | -100.0% | -$3,348.27万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -2,315 | -100.0% | -$1,239.76万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -95,200 | -100.0% | -$1,213.61万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -149,150 | -100.0% | -$693.25万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -23,950 | -100.0% | -$369.17万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -7,940 | -100.0% | -$252.90万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -5,813 | -100.0% | -$106.88万 | 清仓 |