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 |
|---|---|---|---|---|---|---|---|---|
| SLB | SCHLUMBERGER LTD NV COM | $0 | 0.00% | 0 | -2,000 | -100.0% | -$10.28万 | 清仓 |
| WEC | WEC ENERGY GROUP INC COM | $0 | 0.00% | 0 | -867 | -100.0% | -$10.04万 | 清仓 |
| BF/B | BROWN-FORMAN CORP CL B | $0 | 0.00% | 0 | -3,039 | -100.0% | -$8.04万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -1,500 | -100.0% | -$7.92万 | 清仓 |
| HDB | HDFC BANK LTD ADR | $0 | 0.00% | 0 | -3,100 | -100.0% | -$7.71万 | 清仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -750 | -100.0% | -$6.92万 | 清仓 |
| ACN | ACCENTURE PLC CL A | $0 | 0.00% | 0 | -300 | -100.0% | -$5.95万 | 清仓 |
| MMM | 3M COMPANY COM | $0 | 0.00% | 0 | -360 | -100.0% | -$5.23万 | 清仓 |
| — | IAC INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4.00万 | 清仓 |
| DIS | WALT DISNEY HOLDING CO COM | $0 | 0.00% | 0 | -400 | -100.0% | -$3.86万 | 清仓 |
| — | PJSC LUKOIL SPONSORED ADR | $0 | 0.00% | 0 | -5,078 | -100.0% | -$3.53万 | 清仓 |
| YUMC | YUM CHINA BRANDS INC COM | $0 | 0.00% | 0 | -320 | -100.0% | -$3.27万 | 清仓 |
| ENTG | ENTEGRIS INC COM | $0 | 0.00% | 0 | -208 | -100.0% | -$2.44万 | 清仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR (NEW) | $0 | 0.00% | 0 | -1,574 | -100.0% | -$2.36万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -133 | -100.0% | -$1.18万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -270 | -100.0% | -$9,995 | 清仓 |
| TSLA | TESLA MOTORS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$3,718 | 清仓 |
| ANGI | ANGI INC | $0 | 0.00% | 0 | -525 | -100.0% | -$3,596 | 清仓 |