BOSTON RESEARCH & MANAGEMENT INC
MANCHESTER MA · SEC CIK 0001259261
$4.29亿2026Q1 申报市值
115持仓数
28.1%前十大占比 · 第一大 4.4%
2 / 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
ADBE 加仓+$83.68万
CMCSA 加仓+$74.74万
LLY 加仓+$63.07万
UPS 加仓+$31.24万
ABT 加仓+$30.37万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$180.50万
MA 减仓-$118.04万
AAPL 减仓-$99.31万
MSFT 减仓-$86.15万
IYK 清仓-$70.34万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | Nvidia | $681.63万 | 1.59% | 78,090 | -286 | -0.4% | -$2.50万 | 减仓 |
| NEE | Nextera Energy Inc. | $687.78万 | 1.60% | 147,952 | -1,270 | -0.9% | -$5.90万 | 减仓 |
| AMZN | Amazon.com Inc | $700.15万 | 1.63% | 67,168 | 90 | 0.1% | $9,382 | 加仓 |
| IEMG | iShares Core MSCI Emerging Mkt | $721.28万 | 1.68% | 206,611 | -1,152 | -0.6% | -$4.02万 | 减仓 |
| — | ALBEMARLE CORP | $724.39万 | 1.69% | 100,820 | -3,200 | -3.1% | -$22.99万 | 减仓 |
| MCD | McDonald's Corp | $749.83万 | 1.75% | 48,205 | -140 | -0.3% | -$2.18万 | 减仓 |
| BNY | Bank of New York Mellon Corp | $767.58万 | 1.79% | 129,278 | -370 | -0.3% | -$2.20万 | 减仓 |
| TSCO | Tractor Supply Co | $768.49万 | 1.79% | 338,950 | 5,590 | 1.7% | $12.67万 | 加仓 |
| LIN | Linde PLC | $782.50万 | 1.83% | 31,536 | 876 | 2.9% | $21.74万 | 加仓 |
| MRK | Merck & Co. Inc. | $801.60万 | 1.87% | 133,144 | 1,156 | 0.9% | $6.96万 | 加仓 |
| MA | Mastercard, Inc. | $837.92万 | 1.95% | 33,505 | -4,720 | -12.3% | -$118.04万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. Class | $847.69万 | 1.98% | 35,344 | -866 | -2.4% | -$20.77万 | 减仓 |
| — | Exxon Mobil Corp. | $903.24万 | 2.11% | 106,370 | -7,702 | -6.8% | -$65.40万 | 减仓 |
| FAST | Fastenal Co | $935.29万 | 2.18% | 402,740 | -3,000 | -0.7% | -$6.97万 | 减仓 |
| IJR | iShares Core S&P SmallCap ETF | $942.31万 | 2.20% | 151,454 | -582 | -0.4% | -$3.62万 | 减仓 |
| JPM | J.P. Morgan Chase & Co. | $952.96万 | 2.22% | 64,727 | -1,384 | -2.1% | -$20.38万 | 减仓 |
| CSCO | Cisco Systems, Inc. | $974.94万 | 2.27% | 251,053 | -1,576 | -0.6% | -$6.12万 | 减仓 |
| ABBV | AbbVie Inc. | $1,052.68万 | 2.46% | 96,706 | -670 | -0.7% | -$7.29万 | 减仓 |
| AAPL | Apple Inc. | $1,261.94万 | 2.94% | 99,348 | -7,818 | -7.3% | -$99.31万 | 减仓 |
| GOOGL | Alphabet, Inc. - Class A | $1,269.88万 | 2.96% | 88,232 | -3,066 | -3.4% | -$44.13万 | 减仓 |
| MSFT | Microsoft Corp | $1,365.81万 | 3.19% | 73,720 | -4,650 | -5.9% | -$86.15万 | 减仓 |
| WMT | Wal-Mart Stores | $1,369.99万 | 3.20% | 220,248 | -4,740 | -2.1% | -$29.48万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $1,900.58万 | 4.43% | 58,133 | -5,521 | -8.7% | -$180.50万 | 减仓 |