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 |
|---|---|---|---|---|---|---|---|---|
| IWB | iShares Russell 1000 Index Fun | $27.41万 | 0.06% | 1,536 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials Inc | $27.20万 | 0.06% | 1,590 | -360 | -18.5% | -$6.16万 | 减仓 |
| GD | General Dynamics Corporation | $26.45万 | 0.06% | 1,540 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group Com | $25.41万 | 0.06% | 600 | 0 | 0.0% | — | 不变 |
| BXP | Boston Properties, Inc. | $25.20万 | 0.06% | 9,700 | 0 | 0.0% | — | 不变 |
| AXP | American Express Co | $24.22万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| MAS | Masco Corp | $24.17万 | 0.06% | 8,000 | 0 | 0.0% | — | 不变 |
| LOW | Lowe's Companies | $23.18万 | 0.05% | 1,960 | 0 | 0.0% | — | 不变 |
| GPC | Genuine Parts | $22.76万 | 0.05% | 4,300 | -480 | -10.0% | -$2.54万 | 减仓 |
| WEC | Wisconsin Energy Group Inc. | $22.04万 | 0.05% | 3,804 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova Inc | $21.76万 | 0.05% | 498 | -702 | -58.5% | -$30.67万 | 减仓 |
| ADM | Archer Daniels Midland Com | $20.96万 | 0.05% | 5,760 | 5,760 | — | $20.96万 | 新建仓 |
| AFL | Aflac, Inc. | $20.65万 | 0.05% | 3,760 | 0 | 0.0% | — | 不变 |
| TXN | Texas Instruments | $20.60万 | 0.05% | 2,120 | 2,120 | — | $20.60万 | 新建仓 |
| UNH | UnitedHealth Group Inc | $20.04万 | 0.05% | 1,480 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $0 | 0.00% | 0 | -21,000 | -100.0% | -$70.34万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -8,640 | -100.0% | -$65.42万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -2,600 | -100.0% | -$28.25万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHRW | C H ROBINSON WORLDWIDE INC | $0 | 0.00% | 0 | -2,780 | -100.0% | -$22.37万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -8,778 | -100.0% | -$20.98万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -5,078 | -100.0% | -$20.17万 | 清仓 |
| — | EMPIRE ST RLTY OP L P | $0 | 0.00% | 0 | -21,508 | -100.0% | -$6.78万 | 清仓 |