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 |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $1,900.58万 | 4.43% | 58,133 | -5,521 | -8.7% | -$180.50万 | 减仓 |
| WMT | Wal-Mart Stores | $1,369.99万 | 3.20% | 220,248 | -4,740 | -2.1% | -$29.48万 | 减仓 |
| MSFT | Microsoft Corp | $1,365.81万 | 3.19% | 73,720 | -4,650 | -5.9% | -$86.15万 | 减仓 |
| GOOGL | Alphabet, Inc. - Class A | $1,269.88万 | 2.96% | 88,232 | -3,066 | -3.4% | -$44.13万 | 减仓 |
| AAPL | Apple Inc. | $1,261.94万 | 2.94% | 99,348 | -7,818 | -7.3% | -$99.31万 | 减仓 |
| ABBV | AbbVie Inc. | $1,052.68万 | 2.46% | 96,706 | -670 | -0.7% | -$7.29万 | 减仓 |
| CSCO | Cisco Systems, Inc. | $974.94万 | 2.27% | 251,053 | -1,576 | -0.6% | -$6.12万 | 减仓 |
| JPM | J.P. Morgan Chase & Co. | $952.96万 | 2.22% | 64,727 | -1,384 | -2.1% | -$20.38万 | 减仓 |
| IJR | iShares Core S&P SmallCap ETF | $942.31万 | 2.20% | 151,454 | -582 | -0.4% | -$3.62万 | 减仓 |
| FAST | Fastenal Co | $935.29万 | 2.18% | 402,740 | -3,000 | -0.7% | -$6.97万 | 减仓 |
| — | Exxon Mobil Corp. | $903.24万 | 2.11% | 106,370 | -7,702 | -6.8% | -$65.40万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. Class | $847.69万 | 1.98% | 35,344 | -866 | -2.4% | -$20.77万 | 减仓 |
| MA | Mastercard, Inc. | $837.92万 | 1.95% | 33,505 | -4,720 | -12.3% | -$118.04万 | 减仓 |
| MRK | Merck & Co. Inc. | $801.60万 | 1.87% | 133,144 | 1,156 | 0.9% | $6.96万 | 加仓 |
| LIN | Linde PLC | $782.50万 | 1.83% | 31,536 | 876 | 2.9% | $21.74万 | 加仓 |
| TSCO | Tractor Supply Co | $768.49万 | 1.79% | 338,950 | 5,590 | 1.7% | $12.67万 | 加仓 |
| BNY | Bank of New York Mellon Corp | $767.58万 | 1.79% | 129,278 | -370 | -0.3% | -$2.20万 | 减仓 |
| MCD | McDonald's Corp | $749.83万 | 1.75% | 48,205 | -140 | -0.3% | -$2.18万 | 减仓 |
| — | ALBEMARLE CORP | $724.39万 | 1.69% | 100,820 | -3,200 | -3.1% | -$22.99万 | 减仓 |
| IEMG | iShares Core MSCI Emerging Mkt | $721.28万 | 1.68% | 206,611 | -1,152 | -0.6% | -$4.02万 | 减仓 |
| AMZN | Amazon.com Inc | $700.15万 | 1.63% | 67,168 | 90 | 0.1% | $9,382 | 加仓 |
| NEE | Nextera Energy Inc. | $687.78万 | 1.60% | 147,952 | -1,270 | -0.9% | -$5.90万 | 减仓 |
| NVDA | Nvidia | $681.63万 | 1.59% | 78,090 | -286 | -0.4% | -$2.50万 | 减仓 |
| PG | Procter & Gamble Co | $676.61万 | 1.58% | 93,594 | -746 | -0.8% | -$5.39万 | 减仓 |
| LMT | Lockheed Martin Corp | $675.24万 | 1.58% | 22,322 | -276 | -1.2% | -$8.35万 | 减仓 |
| XYL | Xylem Inc. | $671.39万 | 1.57% | 112,254 | -3,036 | -2.6% | -$18.16万 | 减仓 |
| SNA | Snap-On Inc. | $652.78万 | 1.52% | 35,908 | -340 | -0.9% | -$6.18万 | 减仓 |
| IEFA | iShares Core MSCI EAFE ETF | $630.29万 | 1.47% | 139,104 | -459 | -0.3% | -$2.08万 | 减仓 |
| LH | Labcorp Holdings | $622.52万 | 1.45% | 46,617 | -470 | -1.0% | -$6.28万 | 减仓 |
| ABT | Abbott Laboratories | $613.31万 | 1.43% | 119,353 | 5,910 | 5.2% | $30.37万 | 加仓 |
| DUK | Duke Energy Corp. | $599.15万 | 1.40% | 91,424 | 610 | 0.7% | $4.00万 | 加仓 |
| KO | Coca-Cola Company | $564.15万 | 1.32% | 148,214 | -1,046 | -0.7% | -$3.98万 | 减仓 |
| DHI | D.R. Horton, Inc. | $553.41万 | 1.29% | 80,580 | -1,054 | -1.3% | -$7.24万 | 减仓 |
| COP | ConocoPhillips | $549.14万 | 1.28% | 83,120 | 764 | 0.9% | $5.05万 | 加仓 |
| VZ | Verizon Communications | $542.67万 | 1.27% | 215,987 | -964 | -0.4% | -$2.42万 | 减仓 |
| TMO | Thermo Fisher Scientific | $532.07万 | 1.24% | 21,628 | 470 | 2.2% | $11.56万 | 加仓 |
| PEP | Pepsi Co Inc | $524.62万 | 1.22% | 67,499 | -420 | -0.6% | -$3.26万 | 减仓 |
| CL | Colgate-Palmolive Company | $517.60万 | 1.21% | 121,338 | 1,190 | 1.0% | $5.08万 | 加仓 |
| USB | US Bancorp | $494.89万 | 1.15% | 190,116 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corp | $482.93万 | 1.13% | 135,271 | 150 | 0.1% | $5,355 | 加仓 |
| DIS | Walt Disney Co | $466.73万 | 1.09% | 96,754 | 3,649 | 3.9% | $17.60万 | 加仓 |
| IWM | iShares Russell 2000 Index Fun | $459.19万 | 1.07% | 36,994 | -2,990 | -7.5% | -$37.11万 | 减仓 |
| XLE | AMEX Energy Sector SPDR | $458.27万 | 1.07% | 149,465 | -1,890 | -1.2% | -$5.79万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $456.10万 | 1.06% | 14,012 | -80 | -0.6% | -$2.60万 | 减仓 |
| LLY | Eli Lilly & Co | $444.97万 | 1.04% | 9,666 | 1,370 | 16.5% | $63.07万 | 加仓 |
| MDT | Medtronic Plc | $438.42万 | 1.02% | 101,093 | 3,016 | 3.1% | $13.08万 | 加仓 |
| UPS | United Parcel Services | $417.91万 | 0.97% | 84,874 | 6,344 | 8.1% | $31.24万 | 加仓 |
| IAU | iShares Comex Gold Trust | $413.22万 | 0.96% | 93,649 | -260 | -0.3% | -$1.15万 | 减仓 |
| EQIX | Equinix Inc | $402.89万 | 0.94% | 8,212 | 386 | 4.9% | $18.94万 | 加仓 |
| GIS | General Mills Inc Com | $401.90万 | 0.94% | 215,744 | 15,586 | 7.8% | $29.03万 | 加仓 |
| VTI | Vanguard Total Stock Market ET | $397.56万 | 0.93% | 24,760 | 0 | 0.0% | — | 不变 |
| OMC | Omnicom Group Inc Com | $354.67万 | 0.83% | 94,096 | -310 | -0.3% | -$1.17万 | 减仓 |
| CMCSA | Comcast Corp Cl A Vtg | $353.42万 | 0.82% | 245,952 | 52,010 | 26.8% | $74.74万 | 加仓 |
| ACN | Accenture PLC | $351.25万 | 0.82% | 35,392 | -1,224 | -3.3% | -$12.15万 | 减仓 |
| CTAS | Cintas Corporation | $343.19万 | 0.80% | 40,540 | 0 | 0.0% | — | 不变 |
| IJH | iShares Core S&P Midcap ETF | $341.32万 | 0.80% | 100,986 | -3,646 | -3.5% | -$12.32万 | 减仓 |
| ADBE | Adobe Inc | $334.05万 | 0.78% | 27,457 | 6,878 | 33.4% | $83.68万 | 加仓 |
| HD | Home Depot, Inc. | $289.88万 | 0.68% | 17,610 | 0 | 0.0% | — | 不变 |
| HYG | iShares iBoxx High Yield Corp | $255.85万 | 0.60% | 64,251 | 267 | 0.4% | $1.06万 | 加仓 |
| CAT | Caterpillar | $248.35万 | 0.58% | 7,004 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $235.22万 | 0.55% | 19,226 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Small-Cap ETF | $219.18万 | 0.51% | 16,720 | -90 | -0.5% | -$1.18万 | 减仓 |
| CVX | Chevron Corp | $159.89万 | 0.37% | 15,440 | -400 | -2.5% | -$4.14万 | 减仓 |
| GOOG | Alphabet, Inc. - Class C | $144.79万 | 0.34% | 10,084 | -2,830 | -21.9% | -$40.63万 | 减仓 |
| ORCL | Oracle Corp. | $143.56万 | 0.33% | 19,498 | -130 | -0.7% | -$9,572 | 减仓 |
| SYK | Stryker Corp | $143.21万 | 0.33% | 8,708 | 0 | 0.0% | — | 不变 |
| INDB | Independent Bank Corp Mass Com | $128.07万 | 0.30% | 34,022 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard Developed Markets ETF | $125.07万 | 0.29% | 38,996 | -1,140 | -2.8% | -$3.66万 | 减仓 |
| VEU | Vanguard FTSE All-World Ex-US | $117.88万 | 0.27% | 31,362 | 0 | 0.0% | — | 不变 |
| PFF | iShares US Preferred Stock | $95.70万 | 0.22% | 63,064 | 746 | 1.2% | $1.13万 | 加仓 |
| RSP | Invesco S&P 500 Equal Weight | $89.29万 | 0.21% | 9,295 | -3,329 | -26.4% | -$31.98万 | 减仓 |
| IBM | Intl Business Machines Corp | $79.11万 | 0.18% | 6,520 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard Emerging Markets ETF | $75.55万 | 0.18% | 27,928 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DJIA ETF Trust | $75.44万 | 0.18% | 3,254 | -850 | -20.7% | -$19.71万 | 减仓 |
| WM | Waste Management, Inc. | $71.08万 | 0.17% | 6,180 | 0 | 0.0% | — | 不变 |
| PAYX | Paychex, Inc. | $69.67万 | 0.16% | 15,110 | 0 | 0.0% | — | 不变 |
| ITW | Illinois Tool Works | $67.22万 | 0.16% | 5,160 | 0 | 0.0% | — | 不变 |
| EMR | Emerson Electric Co | $66.89万 | 0.16% | 10,200 | 0 | 0.0% | — | 不变 |
| HYD | VaneckVectors HY Muni ETF | $61.43万 | 0.14% | 24,480 | 0 | 0.0% | — | 不变 |
| MMM | 3M Co | $59.40万 | 0.14% | 8,172 | -616 | -7.0% | -$4.48万 | 减仓 |
| QQQ | Invesco QQQ Trust Series 1 | $49.96万 | 0.12% | 1,729 | 40 | 2.4% | $1.16万 | 加仓 |
| AGG | iShares Core Total US Bond Mar | $47.54万 | 0.11% | 9,567 | 124 | 1.3% | $6,161 | 加仓 |
| TSLA | Tesla Inc. | $47.07万 | 0.11% | 2,530 | 0 | 0.0% | — | 不变 |
| SO | Southern Co | $45.51万 | 0.11% | 9,420 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh Common Stock | $45.49万 | 0.11% | 5,240 | 0 | 0.0% | — | 不变 |
| AOR | iShares S&P Growth Allocation | $45.10万 | 0.11% | 14,002 | 90 | 0.6% | $2,899 | 加仓 |
| AMGN | Amgen Inc. | $43.57万 | 0.10% | 2,474 | 0 | 0.0% | — | 不变 |
| BMY | Bristol-Myers Squibb Company | $40.43万 | 0.09% | 13,320 | 0 | 0.0% | — | 不变 |
| PPG | PPG Industries | $39.59万 | 0.09% | 7,400 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm, Inc. | $38.93万 | 0.09% | 6,040 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp. | $36.40万 | 0.08% | 3,836 | 0 | 0.0% | — | 不变 |
| IXN | iShares S&P Global Tech Sector | $36.03万 | 0.08% | 7,200 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc. | $33.76万 | 0.08% | 24,018 | -1,576 | -6.2% | -$2.21万 | 减仓 |
| ADP | Automatic Data Processing, Inc | $33.15万 | 0.08% | 3,260 | 0 | 0.0% | — | 不变 |
| NUE | Nucor Corporation | $32.77万 | 0.08% | 3,872 | 0 | 0.0% | — | 不变 |
| RTX | RTX Corporation | $31.57万 | 0.07% | 3,270 | 0 | 0.0% | — | 不变 |
| COST | Costco Whsl Corp New Com | $28.93万 | 0.07% | 580 | 0 | 0.0% | — | 不变 |
| KMB | Kimberly-Clark Corp | $28.54万 | 0.07% | 5,910 | 0 | 0.0% | — | 不变 |
| IWF | iShares Russell 1000 Growth In | $27.45万 | 0.06% | 1,286 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $27.41万 | 0.06% | 1,930 | -2,816 | -59.3% | -$39.99万 | 减仓 |