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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $133.82万 | 0.08% | 6,153 | 567 | 10.2% | $12.33万 | 加仓 |
| ORCL | ORACLE CORP | $126.78万 | 0.07% | 8,618 | -2,360 | -21.5% | -$34.72万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $115.89万 | 0.07% | 5,704 | -199 | -3.4% | -$4.04万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $113.51万 | 0.06% | 6,865 | -1 | -0.0% | -$165 | 减仓 |
| EXEL | EXELIXIS INC | $113.40万 | 0.06% | 26,439 | -630 | -2.3% | -$2.70万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $109.22万 | 0.06% | 5,691 | -47 | -0.8% | -$9,020 | 减仓 |
| MCD | MCDONALDS CORP | $106.20万 | 0.06% | 3,417 | -7 | -0.2% | -$2,176 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $101.94万 | 0.06% | 3,081 | -48 | -1.5% | -$1.59万 | 减仓 |
| V | VISA INC | $101.25万 | 0.06% | 3,350 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $100.90万 | 0.06% | 17,861 | -290 | -1.6% | -$1.64万 | 减仓 |
| ETN | EATON CORP PLC | $100.36万 | 0.06% | 2,806 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $99.71万 | 0.06% | 37,163 | -935 | -2.5% | -$2.51万 | 减仓 |
| UNP | UNION PAC CORP | $99.55万 | 0.06% | 4,103 | -145 | -3.4% | -$3.52万 | 减仓 |
| GLD | SPDR GOLD TR | $96.99万 | 0.05% | 2,254 | 14 | 0.6% | $6,024 | 加仓 |
| TSLA | TESLA INC | $96.80万 | 0.05% | 2,604 | 21 | 0.8% | $7,807 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $96.62万 | 0.05% | 64,630 | 64,630 | — | $96.62万 | 新建仓 |
| IVW | ISHARES TR | $95.39万 | 0.05% | 8,433 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $90.03万 | 0.05% | 7,244 | 1,665 | 29.8% | $20.69万 | 加仓 |
| DE | DEERE & CO | $81.06万 | 0.05% | 1,439 | 100 | 7.5% | $5.63万 | 重新持有 |
| VPL | VANGUARD INTL EQUITY INDEX F | $80.68万 | 0.05% | 8,255 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $79.46万 | 0.04% | 13,519 | 268 | 2.0% | $1.58万 | 加仓 |
| VO | VANGUARD INDEX FDS | $77.17万 | 0.04% | 2,686 | 47 | 1.8% | $1.35万 | 加仓 |
| CSCO | CISCO SYS INC | $75.59万 | 0.04% | 9,742 | -225 | -2.3% | -$1.75万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $73.33万 | 0.04% | 11,442 | 92 | 0.8% | $5,896 | 加仓 |
| FUL | FULLER H B CO | $72.93万 | 0.04% | 11,824 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $72.53万 | 0.04% | 15,431 | 2,826 | 22.4% | $13.28万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $72.44万 | 0.04% | 13,402 | 86 | 0.6% | $4,648 | 加仓 |
| VB | VANGUARD INDEX FDS | $68.08万 | 0.04% | 2,599 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $65.66万 | 0.04% | 10,826 | 768 | 7.6% | $4.66万 | 加仓 |
| EME | EMCOR GROUP INC | $63.57万 | 0.04% | 861 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $62.09万 | 0.04% | 48,430 | 210 | 0.4% | $2,692 | 加仓 |
| AZN | ASTRAZENECA PLC | $62.03万 | 0.04% | 3,144 | 3,144 | — | $62.03万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $59.82万 | 0.03% | 6,480 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $59.24万 | 0.03% | 1,914 | -23 | -1.2% | -$7,119 | 减仓 |
| NEE | NEXTERA ENERGY INC | $58.24万 | 0.03% | 6,270 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $57.85万 | 0.03% | 5,955 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $57.81万 | 0.03% | 1,623 | 20 | 1.2% | $7,124 | 加仓 |
| LRCX | LAM RESEARCH CORP | $56.62万 | 0.03% | 2,650 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $55.99万 | 0.03% | 2,310 | 513 | 28.5% | $12.43万 | 加仓 |
| TGT | TARGET CORP | $55.05万 | 0.03% | 4,542 | 1,200 | 35.9% | $14.54万 | 加仓 |
| WAT | WATERS CORP | $54.62万 | 0.03% | 1,834 | 253 | 16.0% | $7.53万 | 加仓 |
| MUB | ISHARES TR | $54.30万 | 0.03% | 5,115 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $54.06万 | 0.03% | 2,522 | 689 | 37.6% | $14.77万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $53.45万 | 0.03% | 15,939 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $53.43万 | 0.03% | 3,246 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $52.78万 | 0.03% | 745 | -75 | -9.1% | -$5.31万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $50.88万 | 0.03% | 5,274 | -1,124 | -17.6% | -$10.84万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $49.98万 | 0.03% | 2,739 | -8 | -0.3% | -$1,460 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $49.23万 | 0.03% | 4,349 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $48.01万 | 0.03% | 4,993 | -500 | -9.1% | -$4.81万 | 减仓 |
| META | META PLATFORMS INC | $47.20万 | 0.03% | 825 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $47.11万 | 0.03% | 1,994 | -4 | -0.2% | -$945 | 减仓 |
| IWM | ISHARES TR | $46.40万 | 0.03% | 1,871 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $45.94万 | 0.03% | 30,382 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $44.59万 | 0.03% | 3,084 | 0 | 0.0% | — | 重新持有 |
| SLB | SLB LIMITED | $42.31万 | 0.02% | 8,234 | -1,229 | -13.0% | -$6.32万 | 减仓 |
| EQNR | EQUINOR ASA | $42.20万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $41.78万 | 0.02% | 1,667 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $39.91万 | 0.02% | 6,048 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $39.78万 | 0.02% | 3,735 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $39.69万 | 0.02% | 2,716 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $39.02万 | 0.02% | 1,848 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $37.62万 | 0.02% | 4,155 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $37.15万 | 0.02% | 1,787 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $36.25万 | 0.02% | 628 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $33.89万 | 0.02% | 1,475 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $33.74万 | 0.02% | 1,995 | 10 | 0.5% | $1,691 | 重新持有 |
| BA | BOEING CO | $33.55万 | 0.02% | 1,685 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $33.13万 | 0.02% | 777 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $32.75万 | 0.02% | 2,573 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $32.54万 | 0.02% | 2,485 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $32.35万 | 0.02% | 2,227 | -125 | -5.3% | -$1.82万 | 减仓 |
| EBAY | EBAY INC. | $32.33万 | 0.02% | 3,552 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $32.01万 | 0.02% | 4,740 | 60 | 1.3% | $4,052 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $31.90万 | 0.02% | 6,583 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $31.26万 | 0.02% | 8,507 | -25 | -0.3% | -$919 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $31.26万 | 0.02% | 8,043 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $31.16万 | 0.02% | 1,669 | -220 | -11.6% | -$4.11万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $31.10万 | 0.02% | 1,802 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $30.91万 | 0.02% | 5,856 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $30.68万 | 0.02% | 319 | -2 | -0.6% | -$1,923 | 减仓 |
| BDX | BECTON DICKINSON & CO | $29.94万 | 0.02% | 1,904 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $29.53万 | 0.02% | 11,764 | -215 | -1.8% | -$5,396 | 减仓 |
| MPC | MARATHON PETE CORP | $29.06万 | 0.02% | 1,190 | 2 | 0.2% | $488 | 重新持有 |
| APH | AMPHENOL CORP | $28.50万 | 0.02% | 2,256 | -600 | -21.0% | -$7.58万 | 减仓 |
| OMC | OMNICOM GROUP INC | $27.68万 | 0.02% | 3,675 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $26.38万 | 0.01% | 2,713 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $26.28万 | 0.01% | 9,063 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $26.07万 | 0.01% | 5,908 | -200 | -3.3% | -$8,826 | 减仓 |
| EQIX | EQUINIX INC | $25.68万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $25.53万 | 0.01% | 3,599 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $25.18万 | 0.01% | 2,181 | 2,181 | — | $25.18万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $23.81万 | 0.01% | 4,228 | -107 | -2.5% | -$6,025 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $23.31万 | 0.01% | 2,480 | -6 | -0.2% | -$564 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $22.74万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $21.80万 | 0.01% | 2,466 | -2 | -0.1% | -$177 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $21.21万 | 0.01% | 1,788 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $21.18万 | 0.01% | 1,399 | -500 | -26.3% | -$7.57万 | 减仓 |
| IEMG | ISHARES INC | $21.15万 | 0.01% | 3,032 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $21.12万 | 0.01% | 60,180 | -5,750 | -8.7% | -$2.02万 | 减仓 |