Boit C F David

BOSTON MA · SEC CIK 0001308331

$2.25亿2026Q1 申报市值

117持仓数

47.4%前十大占比 · 第一大 6.7%

1 / 3新建仓 / 清仓

申报市值走势$2.38亿2026Q2

26Q126Q2

BRK/B 6.7%

EXXON MOBIL CO 6.3%

MSFT 5.4%

CAT 5.2%

GOOGL 4.9%

V 4.1%

JNJ 3.9%

AVGO 3.8%

MRK 3.8%

AAPL 3.4%

LIN 加仓+$99.15万

CSL 新建仓+$93.41万

SPGI 加仓+$57.42万

INTU 加仓+$51.89万

MSFT 加仓+$29.61万

CAT 减仓-$162.95万

JNJ 减仓-$48.89万

CHD 减仓-$46.66万

GEV 减仓-$32.73万

WEX 清仓-$16.19万

2026Q1 持仓明细点表头排序 · 每页 100 行

代码	名称	市值 ▲	占比	股数	变动股数	变动	估算买卖额	操作
QCOM	QUALCOMM INC COM	$382.23万	1.70%	21,500	0	0.0%	—	不变
SYK	STRYKER CORP COM	$382.64万	1.70%	11,645	0	0.0%	—	不变
INTU	INTUIT INC COM	$393.47万	1.75%	9,100	1,200	15.2%	$51.89万	加仓
JPM	JPMORGAN CHASE & CO COM	$428.03万	1.90%	14,551	-200	-1.4%	-$5.88万	减仓
ADP	AUTOMATIC DATA PROCESSING INC COM	$455.12万	2.02%	22,400	0	0.0%	—	不变
BAC	BANK OF AMERICA CORP COM	$522.59万	2.32%	107,198	0	0.0%	—	不变
CB	CHUBB LIMITED	$526.87万	2.34%	16,165	0	0.0%	—	不变
ABBV	ABBVIE INC COM	$535.03万	2.37%	24,600	0	0.0%	—	不变
MA	MASTERCARD INC CL A	$556.62万	2.47%	11,140	0	0.0%	—	不变
MCD	MCDONALD'S CORP COM	$615.36万	2.73%	19,800	0	0.0%	—	不变
AAPL	APPLE INC COM	$761.42万	3.38%	30,002	0	0.0%	—	不变
MRK	MERCK & CO INC (NEW)	$845.43万	3.75%	70,283	0	0.0%	—	不变
AVGO	BROADCOM INC COM	$858.89万	3.81%	27,750	0	0.0%	—	不变
JNJ	JOHNSON & JOHNSON COM	$867.76万	3.85%	35,500	-2,000	-5.3%	-$48.89万	减仓
V	VISA INC CL A	$931.44万	4.13%	26,630	0	0.0%	—	不变
GOOGL	ALPHABET INC CL A	$1,101.99万	4.89%	38,322	0	0.0%	—	不变
CAT	CATERPILLAR INC COM	$1,168.96万	5.19%	16,500	-2,300	-12.2%	-$162.95万	减仓
MSFT	MICROSOFT CORP COM	$1,206.90万	5.36%	32,604	800	2.5%	$29.61万	加仓
—	EXXON MOBIL CORP COM	$1,426.04万	6.33%	84,053	0	0.0%	—	不变
BRK/B	BERKSHIRE HATHAWAY INC CL B (NEW)	$1,515.61万	6.73%	31,628	0	0.0%	—	不变