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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $9,171.77万 | 5.18% | 268,345 | -1,562 | -0.6% | -$53.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,321.77万 | 4.70% | 224,809 | 3,806 | 1.7% | $140.89万 | 加仓 |
| ADI | ANALOG DEVICES INC | $7,895.50万 | 4.46% | 248,177 | -1,457 | -0.6% | -$46.35万 | 减仓 |
| GE | GE AEROSPACE | $6,883.91万 | 3.89% | 242,587 | -5,649 | -2.3% | -$160.30万 | 减仓 |
| RTX | RTX CORPORATION | $6,503.47万 | 3.67% | 337,142 | -2,821 | -0.8% | -$54.42万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $6,306.15万 | 3.56% | 481,569 | -32,535 | -6.3% | -$426.05万 | 减仓 |
| LIN | LINDE PLC | $5,355.51万 | 3.02% | 108,026 | 727 | 0.7% | $36.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,846.58万 | 2.74% | 101,139 | 1,039 | 1.0% | $49.79万 | 加仓 |
| CB | CHUBB LTD SWITZ | $4,815.75万 | 2.72% | 147,754 | -2,472 | -1.6% | -$80.57万 | 减仓 |
| CACI | CACI INTL INC | $4,813.14万 | 2.72% | 88,498 | 1,361 | 1.6% | $74.02万 | 加仓 |
| ALB | ALBEMARLE CORP | $4,274.93万 | 2.41% | 238,117 | 330 | 0.1% | $5.92万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $4,249.20万 | 2.40% | 163,248 | 1,674 | 1.0% | $43.57万 | 加仓 |
| GOOGL | ALPHABET INC | $3,585.39万 | 2.02% | 124,683 | -2,427 | -1.9% | -$69.79万 | 减仓 |
| PAYX | PAYCHEX INC | $3,557.47万 | 2.01% | 386,178 | 18,346 | 5.0% | $169.00万 | 加仓 |
| ADSK | AUTODESK INC | $3,498.16万 | 1.98% | 146,122 | 4,958 | 3.5% | $118.69万 | 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 |
| SYK | STRYKER CORPORATION | $3,185.42万 | 1.80% | 96,942 | 591 | 0.6% | $19.42万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,813.57万 | 1.59% | 36,415 | -153 | -0.4% | -$11.82万 | 减仓 |
| SNPS | SYNOPSYS INC | $2,710.54万 | 1.53% | 68,365 | 2,646 | 4.0% | $104.91万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2,667.09万 | 1.51% | 140,558 | 2,438 | 1.8% | $46.26万 | 加仓 |
| HXL | HEXCEL CORP NEW | $2,642.72万 | 1.49% | 326,543 | -573 | -0.2% | -$4.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,625.25万 | 1.48% | 107,398 | 216 | 0.2% | $5.28万 | 加仓 |
| TRMB | TRIMBLE INC | $2,540.66万 | 1.43% | 389,493 | 5,815 | 1.5% | $37.93万 | 加仓 |
| AAPL | APPLE INC | $2,428.72万 | 1.37% | 95,697 | -162 | -0.2% | -$4.11万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2,398.94万 | 1.35% | 337,024 | 1,616 | 0.5% | $11.50万 | 加仓 |
| NVS | NOVARTIS AG | $2,396.74万 | 1.35% | 156,906 | 1,558 | 1.0% | $23.80万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,392.63万 | 1.35% | 39,546 | -290 | -0.7% | -$17.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,389.82万 | 1.35% | 115,506 | -264 | -0.2% | -$5.46万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2,280.09万 | 1.29% | 163,600 | -8,425 | -4.9% | -$117.42万 | 减仓 |
| SHEL | SHELL PLC | $2,275.89万 | 1.28% | 244,719 | -1,895 | -0.8% | -$17.62万 | 减仓 |
| HRL | HORMEL FOODS CORP | $2,253.90万 | 1.27% | 995,098 | 32,899 | 3.4% | $74.52万 | 加仓 |
| DIS | DISNEY WALT CO | $2,163.49万 | 1.22% | 224,475 | 419 | 0.2% | $4.04万 | 加仓 |
| MRK | MERCK & CO INC | $2,114.41万 | 1.19% | 175,775 | 7,714 | 4.6% | $92.79万 | 加仓 |
| UL | UNILEVER PLC | $1,937.94万 | 1.09% | 340,169 | -2,908 | -0.8% | -$16.57万 | 减仓 |
| SNY | SANOFI SA | $1,865.67万 | 1.05% | 387,230 | 5,865 | 1.5% | $28.26万 | 加仓 |
| — | EXXON MOBIL CORP | $1,783.57万 | 1.01% | 105,125 | -1,282 | -1.2% | -$21.75万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $1,745.42万 | 0.99% | 385,899 | 1,429 | 0.4% | $6.46万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,717.02万 | 0.97% | 118,874 | -2 | -0.0% | -$289 | 减仓 |
| DEO | DIAGEO PLC | $1,684.30万 | 0.95% | 226,232 | -21,329 | -8.6% | -$158.79万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,671.97万 | 0.94% | 13,257 | -37 | -0.3% | -$4.67万 | 减仓 |
| PPG | PPG INDS INC | $1,602.05万 | 0.90% | 149,892 | 4,101 | 2.8% | $43.83万 | 加仓 |
| AZO | AUTOZONE INC | $1,574.72万 | 0.89% | 4,662 | 57 | 1.2% | $19.25万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,567.81万 | 0.89% | 43,686 | -1,370 | -3.0% | -$49.17万 | 减仓 |
| WY | WEYERHAEUSER CO | $1,552.21万 | 0.88% | 635,372 | 10,228 | 1.6% | $24.99万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $1,534.54万 | 0.87% | 304,957 | 7,379 | 2.5% | $37.13万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,077.21万 | 0.61% | 15 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $1,065.31万 | 0.60% | 252,083 | 38,674 | 18.1% | $163.44万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,051.90万 | 0.59% | 171,459 | 1,513 | 0.9% | $9.28万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $969.17万 | 0.55% | 21,704 | 473 | 2.2% | $21.12万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $956.10万 | 0.54% | 19,451 | -40 | -0.2% | -$1.97万 | 减仓 |
| GLW | CORNING INC | $896.91万 | 0.51% | 65,964 | -3,590 | -5.2% | -$48.81万 | 减仓 |
| ECL | ECOLAB INC | $834.88万 | 0.47% | 31,384 | 203 | 0.7% | $5.40万 | 加仓 |
| GOOG | ALPHABET INC | $789.38万 | 0.45% | 27,518 | -1,360 | -4.7% | -$39.01万 | 减仓 |
| MDT | MEDTRONIC PLC | $662.53万 | 0.37% | 76,460 | 1,301 | 1.7% | $11.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $610.21万 | 0.34% | 20,744 | -1,053 | -4.8% | -$30.98万 | 减仓 |
| AOS | SMITH A O CORP | $594.16万 | 0.34% | 90,106 | 63,449 | 238.0% | $418.38万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $525.55万 | 0.30% | 91,178 | 2,638 | 3.0% | $15.21万 | 加仓 |
| SBUX | STARBUCKS CORP | $518.79万 | 0.29% | 57,907 | -737 | -1.3% | -$6.60万 | 减仓 |
| NKE | NIKE INC | $511.12万 | 0.29% | 96,767 | 7,666 | 8.6% | $40.49万 | 加仓 |
| COP | CONOCOPHILLIPS | $510.31万 | 0.29% | 38,659 | 240 | 0.6% | $3.17万 | 加仓 |
| DOV | DOVER CORP | $481.67万 | 0.27% | 23,107 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $476.09万 | 0.27% | 4,778 | -42 | -0.9% | -$4.19万 | 减仓 |
| GEV | GE VERNOVA INC | $449.81万 | 0.25% | 5,153 | -900 | -14.9% | -$78.56万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $448.69万 | 0.25% | 8,980 | -170 | -1.9% | -$8.49万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $404.90万 | 0.23% | 13,386 | 100 | 0.8% | $3.02万 | 加仓 |
| USB | US BANCORP | $394.19万 | 0.22% | 75,792 | -300 | -0.4% | -$1.56万 | 减仓 |
| MTB | M & T BK CORP | $383.80万 | 0.22% | 18,566 | -440 | -2.3% | -$9.10万 | 减仓 |
| TJX | TJX COS INC NEW | $377.58万 | 0.21% | 23,643 | -1,434 | -5.7% | -$22.90万 | 减仓 |
| VMC | VULCAN MATLS CO | $361.63万 | 0.20% | 13,280 | 734 | 5.9% | $19.99万 | 加仓 |
| KO | COCA COLA CO | $334.85万 | 0.19% | 44,030 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $280.28万 | 0.16% | 37,326 | -495 | -1.3% | -$3.72万 | 减仓 |
| AMGN | AMGEN INC | $270.61万 | 0.15% | 7,691 | -485 | -5.9% | -$17.06万 | 减仓 |
| ALL | ALLSTATE CORP | $270.02万 | 0.15% | 13,023 | 196 | 1.5% | $4.06万 | 加仓 |
| FAST | FASTENAL CO | $242.34万 | 0.14% | 52,228 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $239.46万 | 0.14% | 15,420 | -460 | -2.9% | -$7.14万 | 减仓 |
| DHR | DANAHER CORP DEL | $239.28万 | 0.14% | 12,620 | -25 | -0.2% | -$4,740 | 减仓 |
| AMZN | AMAZON COM INC | $238.61万 | 0.13% | 11,457 | -124 | -1.1% | -$2.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $238.26万 | 0.13% | 3,663 | -157 | -4.1% | -$10.21万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $234.93万 | 0.13% | 31,282 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $233.62万 | 0.13% | 30,960 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $216.87万 | 0.12% | 16,462 | -167 | -1.0% | -$2.20万 | 减仓 |
| IVV | ISHARES TR | $205.37万 | 0.12% | 3,144 | -140 | -4.3% | -$9.14万 | 减仓 |
| EMR | EMERSON ELEC CO | $197.77万 | 0.11% | 15,095 | -250 | -1.6% | -$3.28万 | 减仓 |
| INCY | INCYTE CORP | $196.57万 | 0.11% | 20,885 | -208 | -1.0% | -$1.96万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $191.87万 | 0.11% | 3,211 | -210 | -6.1% | -$12.55万 | 减仓 |
| LLY | ELI LILLY & CO | $187.23万 | 0.11% | 2,035 | -10 | -0.5% | -$9,200 | 减仓 |
| ADBE | ADOBE INC | $178.86万 | 0.10% | 7,358 | -20 | -0.3% | -$4,862 | 减仓 |
| — | COTERRA ENERGY INC | $176.07万 | 0.10% | 50,104 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $171.01万 | 0.10% | 20,064 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $170.39万 | 0.10% | 9,770 | -63 | -0.6% | -$1.10万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $170.38万 | 0.10% | 3,696 | -52 | -1.4% | -$2.40万 | 减仓 |
| VV | VANGUARD INDEX FDS | $168.25万 | 0.09% | 5,630 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $167.86万 | 0.09% | 18,564 | -3,503 | -15.9% | -$31.67万 | 减仓 |
| VHT | VANGUARD WORLD FD | $165.85万 | 0.09% | 6,090 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $161.28万 | 0.09% | 4,523 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $156.59万 | 0.09% | 6,928 | -1,004 | -12.7% | -$22.69万 | 减仓 |
| HUBB | HUBBELL INC | $151.88万 | 0.09% | 3,095 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $151.78万 | 0.09% | 14,782 | 700 | 5.0% | $7.19万 | 加仓 |
| HD | HOME DEPOT INC | $142.18万 | 0.08% | 4,323 | -1 | -0.0% | -$329 | 减仓 |
| PFE | PFIZER INC | $137.72万 | 0.08% | 49,046 | -14,034 | -22.2% | -$39.41万 | 减仓 |