GRANDFIELD & DODD, LLC
NEW YORK NY · SEC CIK 0001308016
$19.08亿2026Q2 申报市值
217持仓数
40.0%前十大占比 · 第一大 9.4%
12 / 5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
BA 加仓+$1,507.23万
AOS 加仓+$754.04万
PAYX 加仓+$303.98万
DVN 加仓+$203.10万
LW 加仓+$185.13万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$1,468.99万
JCI 减仓-$709.07万
DEO 减仓-$695.50万
ADI 减仓-$661.80万
GE 减仓-$564.00万
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 |
|---|---|---|---|---|---|---|---|---|
| VRSK | VERISK ANALYTICS INC | $2,695.47万 | 1.41% | 150,140 | 9,582 | 6.8% | $172.03万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,711.60万 | 1.42% | 106,768 | -630 | -0.6% | -$16.00万 | 减仓 |
| AAPL | APPLE INC | $2,764.43万 | 1.45% | 95,536 | -161 | -0.2% | -$4.66万 | 减仓 |
| ADSK | AUTODESK INC | $2,864.04万 | 1.50% | 147,312 | 1,190 | 0.8% | $23.14万 | 加仓 |
| SYK | STRYKER CORPORATION | $3,063.75万 | 1.61% | 97,311 | 369 | 0.4% | $11.62万 | 加仓 |
| ALB | ALBEMARLE CORP | $3,133.68万 | 1.64% | 232,072 | -6,045 | -2.5% | -$81.63万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3,209.17万 | 1.68% | 109,460 | -1,601 | -1.4% | -$46.94万 | 减仓 |
| SNPS | SYNOPSYS INC | $3,210.59万 | 1.68% | 71,975 | 3,610 | 5.3% | $161.03万 | 加仓 |
| HXL | HEXCEL CORP NEW | $3,271.13万 | 1.71% | 326,916 | 373 | 0.1% | $3.73万 | 加仓 |
| CACI | CACI INTL INC | $4,024.11万 | 2.11% | 86,865 | -1,633 | -1.8% | -$75.65万 | 减仓 |
| PAYX | PAYCHEX INC | $4,101.27万 | 2.15% | 417,092 | 30,914 | 8.0% | $303.98万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $4,359.21万 | 2.28% | 161,171 | -2,077 | -1.3% | -$56.18万 | 减仓 |
| GOOGL | ALPHABET INC | $4,371.85万 | 2.29% | 122,334 | -2,349 | -1.9% | -$83.95万 | 减仓 |
| CB | CHUBB LIMITED | $4,890.30万 | 2.56% | 143,520 | -4,234 | -2.9% | -$144.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,009.40万 | 2.63% | 100,110 | -1,029 | -1.0% | -$51.49万 | 减仓 |
| LIN | LINDE PLC | $5,523.36万 | 2.90% | 106,435 | -1,591 | -1.5% | -$82.56万 | 减仓 |
| RTX | RTX CORPORATION | $6,285.58万 | 3.29% | 331,291 | -5,851 | -1.7% | -$111.01万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $6,327.13万 | 3.32% | 433,039 | -48,530 | -10.1% | -$709.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,363.81万 | 4.38% | 224,218 | -591 | -0.3% | -$22.05万 | 减仓 |
| GE | GE AEROSPACE | $8,502.23万 | 4.46% | 227,496 | -15,091 | -6.2% | -$564.00万 | 减仓 |
| ADI | ANALOG DEVICES INC | $9,195.04万 | 4.82% | 231,514 | -16,663 | -6.7% | -$661.80万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.79亿 | 9.40% | 248,027 | -20,318 | -7.6% | -$1,468.99万 | 减仓 |