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 |
|---|---|---|---|---|---|---|---|---|
| MKL | MARKEL GROUP INC | $21.05万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $20.98万 | 0.01% | 1,629 | -9 | -0.5% | -$1,159 | 减仓 |
| PSX | PHILLIPS 66 | $20.90万 | 0.01% | 1,147 | 1,147 | — | $20.90万 | 新建仓 |
| CTVA | CORTEVA INC | $20.83万 | 0.01% | 2,488 | 2,488 | — | $20.83万 | 新建仓 |
| ROST | ROSS STORES INC | $20.54万 | 0.01% | 948 | 948 | — | $20.54万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.43万 | 0.01% | 338 | -200 | -37.2% | -$12.09万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $20.04万 | 0.01% | 4,375 | 0 | 0.0% | — | 重新持有 |
| ELDN | ELEDON PHARMACEUTICALS INC | $3.08万 | 0.00% | 10,000 | 10,000 | — | $3.08万 | 新建仓 |
| — | PDS BIOTECHNOLOGY CORP | $6,050 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -107,468 | -100.0% | -$1,091.44万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,212 | -100.0% | -$59.06万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,994 | -100.0% | -$28.11万 | 清仓 |
| BLKB | BLACKBAUD INC | $0 | 0.00% | 0 | -4,420 | -100.0% | -$27.99万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -394 | -100.0% | -$26.10万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -857 | -100.0% | -$22.99万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,391 | -100.0% | -$22.28万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -1,172 | -100.0% | -$20.33万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -955 | -100.0% | -$20.09万 | 清仓 |