Boit C F David
BOSTON MA · SEC CIK 0001308331
$2.38亿2026Q2 申报市值
85持仓数
47.9%前十大占比 · 第一大 6.6%
1 / 33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
BKNG 加仓+$106.94万
INTU 加仓+$58.73万
SYK 加仓+$44.08万
MOG/A 新建仓+$33.91万
ADP 加仓+$30.79万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$244.93万
AVGO 减仓-$52.89万
CMCSA 清仓-$48.15万
EL 清仓-$25.12万
BRK/B 减仓-$25.02万
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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC COM | $474.38万 | 2.00% | 11,944 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $476.30万 | 2.00% | 14,551 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $532.44万 | 2.24% | 23,775 | 1,375 | 6.1% | $30.79万 | 加仓 |
| MCD | MCDONALD'S CORP COM | $535.21万 | 2.25% | 19,800 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $550.81万 | 2.32% | 16,165 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CL A | $572.15万 | 2.41% | 11,140 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP COM | $610.81万 | 2.57% | 107,198 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $619.03万 | 2.61% | 24,600 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $868.14万 | 3.65% | 30,002 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $901.59万 | 3.79% | 35,500 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC (NEW) | $903.14万 | 3.80% | 70,283 | 0 | 0.0% | — | 不变 |
| V | VISA INC CL A | $913.65万 | 3.85% | 26,630 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $995.37万 | 4.19% | 26,350 | -1,400 | -5.0% | -$52.89万 | 减仓 |
| — | EXXON MOBIL CORP COM | $1,146.44万 | 4.82% | 84,053 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $1,216.19万 | 5.12% | 32,604 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CL A | $1,373.09万 | 5.78% | 38,322 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $1,512.16万 | 6.36% | 14,200 | -2,300 | -13.9% | -$244.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B (NEW) | $1,557.61万 | 6.56% | 31,128 | -500 | -1.6% | -$25.02万 | 减仓 |