BOSTON RESEARCH & MANAGEMENT INC
MANCHESTER MA · SEC CIK 0001259261
$4.53亿2026Q2 申报市值
121持仓数
29.9%前十大占比 · 第一大 4.8%
5 / 0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
LOW 加仓+$458.29万
INTC 新建仓+$37.70万
VXF 新建仓+$23.27万
CWB 新建仓+$21.66万
ODFL 新建仓+$21.23万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$2,192.01万
GOOGL 减仓-$1,601.96万
CSCO 减仓-$1,495.39万
AAPL 减仓-$1,453.31万
MSFT 减仓-$1,371.48万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $687.86万 | 1.52% | 46,908 | -46,686 | -49.9% | -$684.61万 | 减仓 |
| SNA | SNAP ON INC | $713.50万 | 1.58% | 17,731 | -18,177 | -50.6% | -$731.44万 | 减仓 |
| — | EXXON MOBIL CORP | $723.86万 | 1.60% | 52,945 | -53,425 | -50.2% | -$730.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $769.81万 | 1.70% | 38,473 | -39,617 | -50.7% | -$792.70万 | 减仓 |
| AMZN | AMAZON COM INC | $795.32万 | 1.76% | 33,369 | -33,799 | -50.3% | -$805.57万 | 减仓 |
| LIN | LINDE PLC | $810.80万 | 1.79% | 15,624 | -15,912 | -50.5% | -$825.74万 | 减仓 |
| IEMG | ISHARES INC | $834.55万 | 1.84% | 100,742 | -105,869 | -51.2% | -$877.02万 | 减仓 |
| MRK | MERCK & CO INC | $846.11万 | 1.87% | 65,845 | -67,299 | -50.5% | -$864.80万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $852.93万 | 1.88% | 16,607 | -16,898 | -50.4% | -$867.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $868.98万 | 1.92% | 17,366 | -17,978 | -50.9% | -$899.60万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $923.83万 | 2.04% | 63,884 | -65,394 | -50.6% | -$945.67万 | 减仓 |
| FAST | FASTENAL CO | $960.00万 | 2.12% | 199,875 | -202,865 | -50.4% | -$974.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,053.82万 | 2.33% | 32,195 | -32,532 | -50.3% | -$1,064.85万 | 减仓 |
| IJR | ISHARES TR | $1,116.77万 | 2.47% | 75,300 | -76,154 | -50.3% | -$1,129.44万 | 减仓 |
| ABBV | ABBVIE INC | $1,211.12万 | 2.68% | 48,129 | -48,577 | -50.2% | -$1,222.39万 | 减仓 |
| WMT | WALMART INC | $1,220.20万 | 2.70% | 107,734 | -112,514 | -51.1% | -$1,274.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,378.42万 | 3.05% | 36,953 | -36,767 | -49.9% | -$1,371.48万 | 减仓 |
| AAPL | APPLE INC | $1,421.43万 | 3.14% | 49,123 | -50,225 | -50.6% | -$1,453.31万 | 减仓 |
| CSCO | CISCO SYS INC | $1,453.47万 | 3.21% | 123,742 | -127,311 | -50.7% | -$1,495.39万 | 减仓 |
| GOOGL | ALPHABET INC | $1,551.21万 | 3.43% | 43,406 | -44,826 | -50.8% | -$1,601.96万 | 减仓 |
| IVV | ISHARES TR | $2,161.53万 | 4.78% | 28,863 | -29,270 | -50.4% | -$2,192.01万 | 减仓 |