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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,161.53万 | 4.78% | 28,863 | -29,270 | -50.4% | -$2,192.01万 | 减仓 |
| GOOGL | ALPHABET INC | $1,551.21万 | 3.43% | 43,406 | -44,826 | -50.8% | -$1,601.96万 | 减仓 |
| CSCO | CISCO SYS INC | $1,453.47万 | 3.21% | 123,742 | -127,311 | -50.7% | -$1,495.39万 | 减仓 |
| AAPL | APPLE INC | $1,421.43万 | 3.14% | 49,123 | -50,225 | -50.6% | -$1,453.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,378.42万 | 3.05% | 36,953 | -36,767 | -49.9% | -$1,371.48万 | 减仓 |
| WMT | WALMART INC | $1,220.20万 | 2.70% | 107,734 | -112,514 | -51.1% | -$1,274.33万 | 减仓 |
| ABBV | ABBVIE INC | $1,211.12万 | 2.68% | 48,129 | -48,577 | -50.2% | -$1,222.39万 | 减仓 |
| IJR | ISHARES TR | $1,116.77万 | 2.47% | 75,300 | -76,154 | -50.3% | -$1,129.44万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,053.82万 | 2.33% | 32,195 | -32,532 | -50.3% | -$1,064.85万 | 减仓 |
| FAST | FASTENAL CO | $960.00万 | 2.12% | 199,875 | -202,865 | -50.4% | -$974.36万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $923.83万 | 2.04% | 63,884 | -65,394 | -50.6% | -$945.67万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $868.98万 | 1.92% | 17,366 | -17,978 | -50.9% | -$899.60万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $852.93万 | 1.88% | 16,607 | -16,898 | -50.4% | -$867.88万 | 减仓 |
| MRK | MERCK & CO INC | $846.11万 | 1.87% | 65,845 | -67,299 | -50.5% | -$864.80万 | 减仓 |
| IEMG | ISHARES INC | $834.55万 | 1.84% | 100,742 | -105,869 | -51.2% | -$877.02万 | 减仓 |
| LIN | LINDE PLC | $810.80万 | 1.79% | 15,624 | -15,912 | -50.5% | -$825.74万 | 减仓 |
| AMZN | AMAZON COM INC | $795.32万 | 1.76% | 33,369 | -33,799 | -50.3% | -$805.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $769.81万 | 1.70% | 38,473 | -39,617 | -50.7% | -$792.70万 | 减仓 |
| — | EXXON MOBIL CORP | $723.86万 | 1.60% | 52,945 | -53,425 | -50.2% | -$730.43万 | 减仓 |
| SNA | SNAP ON INC | $713.50万 | 1.58% | 17,731 | -18,177 | -50.6% | -$731.44万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $687.86万 | 1.52% | 46,908 | -46,686 | -49.9% | -$684.61万 | 减仓 |
| XYL | XYLEM INC | $673.90万 | 1.49% | 57,009 | -55,245 | -49.2% | -$653.05万 | 减仓 |
| IEFA | ISHARES TR | $662.22万 | 1.46% | 68,567 | -70,537 | -50.7% | -$681.25万 | 减仓 |
| DHI | D R HORTON INC | $652.61万 | 1.44% | 40,067 | -40,513 | -50.3% | -$659.88万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $651.58万 | 1.44% | 23,271 | -23,346 | -50.1% | -$653.68万 | 减仓 |
| MCD | MCDONALDS CORP | $649.00万 | 1.43% | 24,010 | -24,195 | -50.2% | -$654.00万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $647.62万 | 1.43% | 73,786 | -74,166 | -50.1% | -$650.96万 | 减仓 |
| KO | COCA COLA CO | $598.53万 | 1.32% | 73,647 | -74,567 | -50.3% | -$606.01万 | 减仓 |
| LLY | ELI LILLY & CO | $579.68万 | 1.28% | 4,833 | -4,833 | -50.0% | -$579.68万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $577.51万 | 1.28% | 45,624 | -45,800 | -50.1% | -$579.74万 | 减仓 |
| SYY | SYSCO CORP | $572.11万 | 1.26% | 68,451 | -66,820 | -49.4% | -$558.48万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $569.43万 | 1.26% | 11,177 | -11,145 | -49.9% | -$567.80万 | 减仓 |
| USB | US BANCORP | $567.24万 | 1.25% | 93,913 | -96,203 | -50.6% | -$581.07万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $554.33万 | 1.22% | 60,464 | -60,874 | -50.2% | -$558.09万 | 减仓 |
| — | ALBEMARLE CORP | $552.50万 | 1.22% | 99,820 | -1,000 | -1.0% | -$5.54万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $550.19万 | 1.22% | 10,974 | -10,654 | -49.3% | -$534.15万 | 减仓 |
| IWM | ISHARES TR | $541.62万 | 1.20% | 18,027 | -18,967 | -51.3% | -$569.87万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $539.66万 | 1.19% | 59,474 | -59,879 | -50.2% | -$543.34万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $535.03万 | 1.18% | 169,260 | -169,690 | -50.1% | -$536.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $520.59万 | 1.15% | 6,971 | -7,041 | -50.2% | -$525.82万 | 减仓 |
| LOW | LOWES COS INC | $501.50万 | 1.11% | 22,745 | 20,785 | 1,060.5% | $458.29万 | 加仓 |
| PEP | PEPSICO INC | $462.32万 | 1.02% | 34,145 | -33,354 | -49.4% | -$451.61万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $458.87万 | 1.01% | 108,377 | -107,610 | -49.8% | -$455.62万 | 减仓 |
| DIS | DISNEY WALT CO | $458.41万 | 1.01% | 47,627 | -49,127 | -50.8% | -$472.85万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $458.11万 | 1.01% | 12,380 | -12,380 | -50.0% | -$458.11万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $455.28万 | 1.01% | 42,352 | -42,522 | -50.1% | -$457.11万 | 减仓 |
| COP | CONOCOPHILLIPS | $430.05万 | 0.95% | 41,367 | -41,753 | -50.2% | -$434.07万 | 减仓 |
| EQIX | EQUINIX INC | $424.04万 | 0.94% | 4,068 | -4,144 | -50.5% | -$431.97万 | 减仓 |
| MDT | MEDTRONIC PLC | $400.54万 | 0.88% | 51,201 | -49,892 | -49.4% | -$390.30万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $395.13万 | 0.87% | 74,398 | -75,067 | -50.2% | -$398.68万 | 减仓 |
| IJH | ISHARES TR | $385.30万 | 0.85% | 49,967 | -51,019 | -50.5% | -$393.41万 | 减仓 |
| GIS | GENERAL MILLS INC | $362.44万 | 0.80% | 104,150 | -111,594 | -51.7% | -$388.35万 | 减仓 |
| CAT | CATERPILLAR INC | $360.15万 | 0.80% | 3,382 | -3,622 | -51.7% | -$385.71万 | 减仓 |
| IAU | ISHARES GOLD TR | $353.57万 | 0.78% | 46,825 | -46,824 | -50.0% | -$353.56万 | 减仓 |
| CTAS | CINTAS CORP | $344.75万 | 0.76% | 20,270 | -20,270 | -50.0% | -$344.75万 | 减仓 |
| OMC | OMNICOM GROUP INC | $335.33万 | 0.74% | 46,043 | -48,053 | -51.1% | -$349.97万 | 减仓 |
| HD | HOME DEPOT INC | $310.53万 | 0.69% | 8,805 | -8,805 | -50.0% | -$310.53万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $307.20万 | 0.68% | 125,131 | -120,821 | -49.1% | -$296.62万 | 减仓 |
| ADBE | ADOBE INC | $278.49万 | 0.62% | 13,584 | -13,873 | -50.5% | -$284.41万 | 减仓 |
| HYG | ISHARES TR | $254.49万 | 0.56% | 31,823 | -32,428 | -50.5% | -$259.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $252.89万 | 0.56% | 8,343 | -8,377 | -50.1% | -$253.92万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $244.14万 | 0.54% | 9,613 | -9,613 | -50.0% | -$244.14万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $219.13万 | 0.48% | 17,609 | -17,783 | -50.2% | -$221.29万 | 减仓 |
| GOOG | ALPHABET INC | $173.56万 | 0.38% | 4,912 | -5,172 | -51.3% | -$182.75万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $142.42万 | 0.31% | 17,011 | -17,011 | -50.0% | -$142.42万 | 减仓 |
| ORCL | ORACLE CORP | $141.26万 | 0.31% | 9,639 | -9,859 | -50.6% | -$144.48万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $138.93万 | 0.31% | 19,498 | -19,498 | -50.0% | -$138.93万 | 减仓 |
| SYK | STRYKER CORPORATION | $137.08万 | 0.30% | 4,354 | -4,354 | -50.0% | -$137.08万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $131.33万 | 0.29% | 15,681 | -15,681 | -50.0% | -$131.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $127.97万 | 0.28% | 7,720 | -7,720 | -50.0% | -$127.97万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $100.10万 | 0.22% | 4,705 | -4,590 | -49.4% | -$97.65万 | 减仓 |
| PFF | ISHARES TR | $94.82万 | 0.21% | 31,100 | -31,964 | -50.7% | -$97.46万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $91.69万 | 0.20% | 3,260 | -3,260 | -50.0% | -$91.69万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $84.99万 | 0.19% | 1,627 | -1,627 | -50.0% | -$84.99万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $83.35万 | 0.18% | 13,964 | -13,964 | -50.0% | -$83.35万 | 减仓 |
| PAYX | PAYCHEX INC | $74.29万 | 0.16% | 7,555 | -7,555 | -50.0% | -$74.29万 | 减仓 |
| EMR | EMERSON ELEC CO | $73.01万 | 0.16% | 5,100 | -5,100 | -50.0% | -$73.01万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $69.78万 | 0.15% | 2,580 | -2,580 | -50.0% | -$69.78万 | 减仓 |
| WM | WASTE MGMT INC DEL | $68.87万 | 0.15% | 3,090 | -3,090 | -50.0% | -$68.87万 | 减仓 |
| MMM | 3M CO | $66.16万 | 0.15% | 4,086 | -4,086 | -50.0% | -$66.16万 | 减仓 |
| QQQ | INVESCO QQQ TR | $62.35万 | 0.14% | 847 | -882 | -51.0% | -$64.93万 | 减仓 |
| HYD | VANECK ETF TRUST | $60.25万 | 0.13% | 11,696 | -12,784 | -52.2% | -$65.85万 | 减仓 |
| AMAT | APPLIED MATLS INC | $57.48万 | 0.13% | 795 | -795 | -50.0% | -$57.48万 | 减仓 |
| QCOM | QUALCOMM INC | $55.81万 | 0.12% | 3,020 | -3,020 | -50.0% | -$55.81万 | 减仓 |
| TSLA | TESLA INC | $53.21万 | 0.12% | 1,265 | -1,265 | -50.0% | -$53.21万 | 减仓 |
| IXN | ISHARES TR | $52.01万 | 0.11% | 3,600 | -3,600 | -50.0% | -$52.01万 | 减仓 |
| AOR | ISHARES TR | $49.07万 | 0.11% | 7,061 | -6,941 | -49.6% | -$48.24万 | 减仓 |
| AGG | ISHARES TR | $45.81万 | 0.10% | 4,628 | -4,939 | -51.6% | -$48.89万 | 减仓 |
| SO | SOUTHERN CO | $45.08万 | 0.10% | 4,710 | -4,710 | -50.0% | -$45.08万 | 减仓 |
| PPG | PPG INDS INC | $44.88万 | 0.10% | 3,700 | -3,700 | -50.0% | -$44.88万 | 减仓 |
| AMGN | AMGEN INC | $44.79万 | 0.10% | 1,237 | -1,237 | -50.0% | -$44.79万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $43.67万 | 0.10% | 2,620 | -2,620 | -50.0% | -$43.67万 | 减仓 |
| NUE | NUCOR CORP | $43.12万 | 0.10% | 1,936 | -1,936 | -50.0% | -$43.12万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.38万 | 0.08% | 6,660 | -6,660 | -50.0% | -$38.38万 | 减仓 |
| INTC | INTEL CORP | $37.70万 | 0.08% | 2,700 | 2,700 | — | $37.70万 | 新建仓 |
| DHR | DANAHER CORP DEL | $36.53万 | 0.08% | 1,918 | -1,918 | -50.0% | -$36.53万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $36.50万 | 0.08% | 1,630 | -1,630 | -50.0% | -$36.50万 | 减仓 |
| GE | GE AEROSPACE | $36.06万 | 0.08% | 965 | -965 | -50.0% | -$36.06万 | 减仓 |
| MAS | MASCO CORP | $32.55万 | 0.07% | 4,000 | -4,000 | -50.0% | -$32.55万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $32.44万 | 0.07% | 2,955 | -2,955 | -50.0% | -$32.44万 | 减仓 |