SOMERVILLE KURT F
BOSTON MA · SEC CIK 0001215208
$3.79亿2026Q1 申报市值
91持仓数
43.4%前十大占比 · 第一大 6.2%
4 / 14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
ORLY 加仓+$118.39万
WCN 新建仓+$108.75万
AVGO 加仓+$82.02万
TSCO 加仓+$67.95万
AFL 新建仓+$47.18万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$1,404.16万
NVDA 减仓-$1,261.16万
AAPL 减仓-$1,135.56万
ADI 减仓-$953.31万
AMD 减仓-$799.56万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK & CO | $0 | 0.00% | 0 | -67,855 | -100.0% | -$462.16万 | 清仓 |
| WMT | WAL-MART STORES | $0 | 0.00% | 0 | -8,464 | -100.0% | -$94.30万 | 清仓 |
| GILD | GILEAD SCIENCES | $0 | 0.00% | 0 | -3,800 | -100.0% | -$46.64万 | 清仓 |
| IVV | ISHARES S&P 500 | $0 | 0.00% | 0 | -671 | -100.0% | -$45.96万 | 清仓 |
| NVO | NOVO NORDISK A S ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FICO | FAIR ISAAC CORPORATION | $0 | 0.00% | 0 | -267 | -100.0% | -$45.14万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -5,825 | -100.0% | -$44.87万 | 清仓 |
| WM | WASTE MANAGEMENT INC | $0 | 0.00% | 0 | -1,825 | -100.0% | -$40.10万 | 清仓 |
| CRM | SALESFORCE.COM | $0 | 0.00% | 0 | -1,194 | -100.0% | -$31.63万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -460 | -100.0% | -$30.47万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $0 | 0.00% | 0 | -3,590 | -100.0% | -$26.43万 | 清仓 |
| VRSN | VERISIGN | $0 | 0.00% | 0 | -1,000 | -100.0% | -$24.30万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -6,200 | -100.0% | -$24.27万 | 清仓 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -700 | -100.0% | -$23.59万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATERIALS IN | $0 | 0.00% | 0 | -4,687 | -100.0% | -$22.77万 | 清仓 |
| MMM | 3M | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACHR | ARCHER AVIATION INC | $8.14万 | 0.02% | 15,750 | 15,750 | — | $8.14万 | 新建仓 |
| GIS | GENERAL MILLS | $20.54万 | 0.05% | 5,518 | -1,850 | -25.1% | -$6.89万 | 减仓 |
| WFC | WELLS FARGO | $21.10万 | 0.06% | 2,650 | 0 | 0.0% | — | 不变 |
| GE | GENERAL ELECTRIC | $21.20万 | 0.06% | 747 | 0 | 0.0% | — | 不变 |
| — | NOVOZYMES A S DKK 2.0 | $22.07万 | 0.06% | 3,740 | -12,750 | -77.3% | -$75.25万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB | $23.50万 | 0.06% | 3,875 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE | $23.51万 | 0.06% | 1,598 | -323 | -16.8% | -$4.75万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $25.64万 | 0.07% | 3,350 | 60 | 1.8% | $4,592 | 加仓 |
| EBC | EASTERN BANKSHARES | $27.87万 | 0.07% | 14,248 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $29.87万 | 0.08% | 522 | -31 | -5.6% | -$1.77万 | 减仓 |
| TXN | TEXAS INSTRUMENTS | $31.06万 | 0.08% | 1,600 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP CLASS A | $31.11万 | 0.08% | 1,474 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES | $32.49万 | 0.09% | 1,500 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $33.73万 | 0.09% | 2,650 | -116 | -4.2% | -$1.48万 | 减仓 |
| CI | CIGNA CORP NEW | $33.88万 | 0.09% | 1,270 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $34.26万 | 0.09% | 2,615 | -4,060 | -60.8% | -$53.19万 | 减仓 |
| DCI | DONALDSON INC | $35.01万 | 0.09% | 4,125 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $37.19万 | 0.10% | 1,057 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF | $37.20万 | 0.10% | 572 | 36 | 6.7% | $2.34万 | 加仓 |
| DGRW | WISDOMTREE US QUALITY DIV GROW | $37.33万 | 0.10% | 4,250 | 0 | 0.0% | — | 不变 |
| — | ROBECO BOSTON PARTNERS LONG SH | $37.49万 | 0.10% | 26,891 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $38.17万 | 0.10% | 770 | 770 | — | $38.17万 | 新建仓 |
| IWB | ISHARES RUSSELL 1000 | $42.79万 | 0.11% | 1,200 | -544 | -31.2% | -$19.40万 | 减仓 |
| TRV | TRAVELERS | $43.31万 | 0.11% | 1,485 | -90 | -5.7% | -$2.63万 | 减仓 |
| TTE | TOTAL ENERGIES ADR | $44.58万 | 0.12% | 4,900 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $47.18万 | 0.12% | 4,300 | 4,300 | — | $47.18万 | 新建仓 |
| APH | AMPHENOL | $48.27万 | 0.13% | 3,820 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY COMPANY | $49.89万 | 0.13% | 2,400 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE | $50.92万 | 0.13% | 1,731 | -582 | -25.2% | -$17.12万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $53.88万 | 0.14% | 1,293 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE | $61.37万 | 0.16% | 7,200 | -1,250 | -14.8% | -$10.65万 | 减仓 |
| CB | CHUBB LIMITED | $68.45万 | 0.18% | 2,100 | -500 | -19.2% | -$16.30万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS | $70.80万 | 0.19% | 2,720 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACH | $72.23万 | 0.19% | 2,980 | -66 | -2.2% | -$1.60万 | 减仓 |
| TPL | TEXAS PACIFIC LAND | $74.74万 | 0.20% | 1,575 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $74.96万 | 0.20% | 1,525 | -100 | -6.2% | -$4.92万 | 减仓 |
| GOOG | ALPHABET INC CL C | $89.52万 | 0.24% | 3,121 | -1,682 | -35.0% | -$48.24万 | 减仓 |
| TSCO | TRACTOR SUPPLY | $101.92万 | 0.27% | 22,500 | 15,000 | 200.0% | $67.95万 | 加仓 |
| MS | MORGAN STANLEY | $102.03万 | 0.27% | 6,200 | -175 | -2.7% | -$2.88万 | 减仓 |
| V | VISA | $102.76万 | 0.27% | 3,400 | -2,832 | -45.4% | -$85.59万 | 减仓 |
| KO | COCA COLA | $103.81万 | 0.27% | 13,650 | -300 | -2.2% | -$2.28万 | 减仓 |
| WCN | WASTE CONNECTIONS INC NEW | $108.75万 | 0.29% | 6,695 | 6,695 | — | $108.75万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $108.78万 | 0.29% | 2,270 | -303 | -11.8% | -$14.52万 | 减仓 |
| UNP | UNION PACIFIC | $113.79万 | 0.30% | 4,690 | -93 | -1.9% | -$2.26万 | 减仓 |
| ABBV | ABBVIE | $121.82万 | 0.32% | 5,601 | -706 | -11.2% | -$15.35万 | 减仓 |
| PEP | PEPSICO | $123.69万 | 0.33% | 7,965 | -2,330 | -22.6% | -$36.18万 | 减仓 |
| AVGO | BROADCOM INC | $137.79万 | 0.36% | 4,452 | 2,650 | 147.1% | $82.02万 | 加仓 |
| EOG | EOG RESOURCES | $147.46万 | 0.39% | 10,200 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $148.59万 | 0.39% | 3,806 | -2,152 | -36.1% | -$84.02万 | 减仓 |
| NVS | NOVARTIS AG ADR | $159.44万 | 0.42% | 10,438 | -540 | -4.9% | -$8.25万 | 减仓 |
| — | HONEYWELL INTL | $161.09万 | 0.42% | 7,127 | -14,200 | -66.6% | -$320.96万 | 减仓 |
| CAT | CATERPILLAR | $187.03万 | 0.49% | 2,640 | 0 | 0.0% | — | 不变 |
| MRK | MERCK | $202.56万 | 0.53% | 16,839 | -1,207 | -6.7% | -$14.52万 | 减仓 |
| NSRGY | NESTLE SA ADR | $226.85万 | 0.60% | 22,891 | -11,385 | -33.2% | -$112.83万 | 减仓 |
| CARR | CARRIER GLOBAL | $244.24万 | 0.64% | 43,375 | -56,435 | -56.5% | -$317.79万 | 减仓 |
| — | AMG RIVER ROAD SMALL-MID CAP V | $254.83万 | 0.67% | 260,567 | -5,278 | -2.0% | -$5.16万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $257.90万 | 0.68% | 9,531 | -4,189 | -30.5% | -$113.35万 | 减仓 |
| ASML | ASML HOLDING NV | $273.41万 | 0.72% | 2,070 | -2,360 | -53.3% | -$311.72万 | 减仓 |
| FISV | FISERV | $277.55万 | 0.73% | 49,740 | -42,139 | -45.9% | -$235.14万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE | $304.62万 | 0.80% | 33,000 | 12,825 | 63.6% | $118.39万 | 加仓 |
| — | GQG PARTNERS EMERGING MARKETS | $332.52万 | 0.88% | 182,804 | -38,551 | -17.4% | -$70.12万 | 减仓 |
| NEE | NEXTERA ENERGY | $418.15万 | 1.10% | 45,020 | -41,245 | -47.8% | -$383.08万 | 减仓 |
| — | EXXON MOBIL | $469.42万 | 1.24% | 27,668 | -3,310 | -10.7% | -$56.16万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $489.99万 | 1.29% | 68,120 | -9,990 | -12.8% | -$71.86万 | 减仓 |
| SCHW | CHARLES SCHWAB | $502.92万 | 1.33% | 53,514 | -12,041 | -18.4% | -$113.16万 | 减仓 |
| AXP | AMERICAN EXPRESS | $589.53万 | 1.56% | 19,490 | -4,610 | -19.1% | -$139.44万 | 减仓 |
| CVX | CHEVRON | $668.66万 | 1.76% | 32,318 | -7,652 | -19.1% | -$158.32万 | 减仓 |
| CNI | CANADIAN NATL RAILWAY | $714.89万 | 1.89% | 69,562 | -36,895 | -34.7% | -$379.17万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $747.28万 | 1.97% | 16,735 | -6,592 | -28.3% | -$294.36万 | 减仓 |
| AMAT | APPLIED MATERIAL | $760.38万 | 2.01% | 22,247 | -6,811 | -23.4% | -$232.79万 | 减仓 |
| XYL | XYLEM INC | $760.69万 | 2.01% | 63,656 | -40,793 | -39.1% | -$487.48万 | 减仓 |
| LLY | ELI LILLY & CO | $821.72万 | 2.17% | 8,934 | -2,303 | -20.5% | -$211.82万 | 减仓 |
| ATR | APTARGROUP | $852.95万 | 2.25% | 67,684 | -40,140 | -37.2% | -$505.84万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $909.72万 | 2.40% | 44,774 | -25,163 | -36.0% | -$511.26万 | 减仓 |
| DHR | DANAHER CORP | $916.41万 | 2.42% | 48,334 | -27,116 | -35.9% | -$514.12万 | 减仓 |
| HD | HOME DEPOT | $918.26万 | 2.42% | 27,920 | -16,387 | -37.0% | -$538.95万 | 减仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $933.24万 | 2.46% | 171,456 | -85,300 | -33.2% | -$464.29万 | 减仓 |
| ROK | ROCKWELL AUTOMATION | $990.98万 | 2.61% | 27,613 | -16,488 | -37.4% | -$591.72万 | 减仓 |
| ABT | ABBOTT LABS | $996.74万 | 2.63% | 97,082 | -53,761 | -35.6% | -$551.96万 | 减仓 |
| PG | PROCTER & GAMBLE | $1,014.76万 | 2.68% | 70,255 | -36,068 | -33.9% | -$520.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $1,151.49万 | 3.04% | 56,604 | -39,304 | -41.0% | -$799.56万 | 减仓 |
| RTX | RTX CORPORATION | $1,234.12万 | 3.26% | 63,977 | -19,085 | -23.0% | -$368.15万 | 减仓 |
| TJX | TJX COS | $1,298.82万 | 3.43% | 81,329 | -45,958 | -36.1% | -$733.95万 | 减仓 |
| AMZN | AMAZON.COM | $1,331.60万 | 3.51% | 63,936 | -32,291 | -33.6% | -$672.52万 | 减仓 |