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
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
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
2026Q1 卖出最多 按季末市值估算
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
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 |
|---|---|---|---|---|---|---|---|---|
| WEC | WEC ENERGY GROUP INC COM | $10.04万 | 0.04% | 867 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN-FORMAN CORP CL B | $8.04万 | 0.04% | 3,039 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $7.92万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD ADR | $7.71万 | 0.03% | 3,100 | 0 | 0.0% | — | 不变 |
| ORLY | O'REILLY AUTOMOTIVE INC | $6.92万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC CL A | $5.95万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY COM | $5.23万 | 0.02% | 360 | -1,000 | -73.5% | -$14.52万 | 减仓 |
| — | IAC INC | $4.00万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY HOLDING CO COM | $3.86万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| — | PJSC LUKOIL SPONSORED ADR | $3.53万 | 0.02% | 5,078 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA BRANDS INC COM | $3.27万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $2.44万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR (NEW) | $2.36万 | 0.01% | 1,574 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1.18万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $9,995 | 0.00% | 270 | -400 | -59.7% | -$1.48万 | 减仓 |
| TSLA | TESLA MOTORS INC | $3,718 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC | $3,596 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$16.19万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -500 | -100.0% | -$8.64万 | 清仓 |
| MICC | MAGNUM ICE CREAM COMPANY | $0 | 0.00% | 0 | -2,600 | -100.0% | -$3.97万 | 清仓 |