GRANDFIELD & DODD, LLC
NEW YORK NY · SEC CIK 0001308016
$17.71亿2026Q1 申报市值
209持仓数
36.7%前十大占比 · 第一大 5.2%
7 / 9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
AOS 加仓+$418.38万
PAYX 加仓+$169.00万
LW 加仓+$163.44万
MSFT 加仓+$140.89万
ADSK 加仓+$118.69万
2026Q1 卖出最多 按季末市值估算
EXACT SCIENCES C 清仓-$1,091.44万
JCI 减仓-$426.05万
GE 减仓-$160.30万
DEO 减仓-$158.79万
GILD 减仓-$117.42万
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 |
|---|---|---|---|---|---|---|---|---|
| SNPS | SYNOPSYS INC | $2,710.54万 | 1.53% | 68,365 | 2,646 | 4.0% | $104.91万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,813.57万 | 1.59% | 36,415 | -153 | -0.4% | -$11.82万 | 减仓 |
| SYK | STRYKER CORPORATION | $3,185.42万 | 1.80% | 96,942 | 591 | 0.6% | $19.42万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3,226.23万 | 1.82% | 111,061 | 2,075 | 1.9% | $60.28万 | 加仓 |
| ADSK | AUTODESK INC | $3,498.16万 | 1.98% | 146,122 | 4,958 | 3.5% | $118.69万 | 加仓 |
| PAYX | PAYCHEX INC | $3,557.47万 | 2.01% | 386,178 | 18,346 | 5.0% | $169.00万 | 加仓 |
| GOOGL | ALPHABET INC | $3,585.39万 | 2.02% | 124,683 | -2,427 | -1.9% | -$69.79万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $4,249.20万 | 2.40% | 163,248 | 1,674 | 1.0% | $43.57万 | 加仓 |
| ALB | ALBEMARLE CORP | $4,274.93万 | 2.41% | 238,117 | 330 | 0.1% | $5.92万 | 加仓 |
| CACI | CACI INTL INC | $4,813.14万 | 2.72% | 88,498 | 1,361 | 1.6% | $74.02万 | 加仓 |
| CB | CHUBB LTD SWITZ | $4,815.75万 | 2.72% | 147,754 | -2,472 | -1.6% | -$80.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,846.58万 | 2.74% | 101,139 | 1,039 | 1.0% | $49.79万 | 加仓 |
| LIN | LINDE PLC | $5,355.51万 | 3.02% | 108,026 | 727 | 0.7% | $36.04万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $6,306.15万 | 3.56% | 481,569 | -32,535 | -6.3% | -$426.05万 | 减仓 |
| RTX | RTX CORPORATION | $6,503.47万 | 3.67% | 337,142 | -2,821 | -0.8% | -$54.42万 | 减仓 |
| GE | GE AEROSPACE | $6,883.91万 | 3.89% | 242,587 | -5,649 | -2.3% | -$160.30万 | 减仓 |
| ADI | ANALOG DEVICES INC | $7,895.50万 | 4.46% | 248,177 | -1,457 | -0.6% | -$46.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,321.77万 | 4.70% | 224,809 | 3,806 | 1.7% | $140.89万 | 加仓 |
| AMAT | APPLIED MATLS INC | $9,171.77万 | 5.18% | 268,345 | -1,562 | -0.6% | -$53.39万 | 减仓 |