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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC CL B (NEW) | $1,515.61万 | 6.73% | 31,628 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $1,426.04万 | 6.33% | 84,053 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $1,206.90万 | 5.36% | 32,604 | 800 | 2.5% | $29.61万 | 加仓 |
| CAT | CATERPILLAR INC COM | $1,168.96万 | 5.19% | 16,500 | -2,300 | -12.2% | -$162.95万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $1,101.99万 | 4.89% | 38,322 | 0 | 0.0% | — | 不变 |
| V | VISA INC CL A | $931.44万 | 4.13% | 26,630 | 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 |
| AVGO | BROADCOM INC COM | $858.89万 | 3.81% | 27,750 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC (NEW) | $845.43万 | 3.75% | 70,283 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $761.42万 | 3.38% | 30,002 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALD'S CORP COM | $615.36万 | 2.73% | 19,800 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CL A | $556.62万 | 2.47% | 11,140 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $535.03万 | 2.37% | 24,600 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $526.87万 | 2.34% | 16,165 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP COM | $522.59万 | 2.32% | 107,198 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $455.12万 | 2.02% | 22,400 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $428.03万 | 1.90% | 14,551 | -200 | -1.4% | -$5.88万 | 减仓 |
| INTU | INTUIT INC COM | $393.47万 | 1.75% | 9,100 | 1,200 | 15.2% | $51.89万 | 加仓 |
| SYK | STRYKER CORP COM | $382.64万 | 1.70% | 11,645 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $382.23万 | 1.70% | 21,500 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $379.99万 | 1.69% | 11,944 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $365.06万 | 1.62% | 25,274 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $336.76万 | 1.49% | 32,800 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $320.39万 | 1.42% | 22,900 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $317.91万 | 1.41% | 5,260 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $277.52万 | 1.23% | 3,100 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $231.15万 | 1.03% | 17,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $195.52万 | 0.87% | 12,800 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES INC COM | $169.87万 | 0.75% | 11,750 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT INC COM | $169.28万 | 0.75% | 18,140 | -5,000 | -21.6% | -$46.66万 | 减仓 |
| DHR | DANAHER CORP COM | $167.80万 | 0.74% | 8,850 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $153.96万 | 0.68% | 13,330 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP CL A (REIT) | $150.32万 | 0.67% | 8,710 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $144.17万 | 0.64% | 9,800 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $140.74万 | 0.62% | 4,000 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $138.81万 | 0.62% | 2,800 | 2,000 | 250.0% | $99.15万 | 加仓 |
| CL | COLGATE-PALMOLIVE CO COM | $138.07万 | 0.61% | 16,200 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $137.88万 | 0.61% | 49,103 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP COM | $136.47万 | 0.61% | 5,625 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $133.45万 | 0.59% | 2,715 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES INC COM | $116.20万 | 0.52% | 10,872 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM | $111.69万 | 0.50% | 3,936 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $105.26万 | 0.47% | 250 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP COM | $104.64万 | 0.46% | 6,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS INC COM | $102.54万 | 0.46% | 3,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC COM | $96.64万 | 0.43% | 4,640 | 200 | 4.5% | $4.17万 | 加仓 |
| CSL | CARLISLE COMPANIES | $93.41万 | 0.41% | 2,800 | 2,800 | — | $93.41万 | 新建仓 |
| GWW | GRAINGER (W.W.) INC COM | $87.26万 | 0.39% | 800 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $87.19万 | 0.39% | 2,050 | 1,350 | 192.9% | $57.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES COM | $86.87万 | 0.39% | 3,584 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP COM | $82.76万 | 0.37% | 4,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $76.90万 | 0.34% | 9,660 | -859 | -8.2% | -$6.84万 | 减仓 |
| ADBE | ADOBE INC | $71.71万 | 0.32% | 2,950 | 600 | 25.5% | $14.58万 | 加仓 |
| LNC | LINCOLN NATIONAL CORP COM | $70.96万 | 0.31% | 19,990 | -4,000 | -16.7% | -$14.20万 | 减仓 |
| — | COSTCO WHOLESALE CORP COM | $69.75万 | 0.31% | 700 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL INC COM | $66.47万 | 0.29% | 4,020 | 200 | 5.2% | $3.31万 | 加仓 |
| — | UNILEVER PLC SPONSORED ADR (NEW) | $65.83万 | 0.29% | 11,555 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $60.51万 | 0.27% | 7,800 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $59.72万 | 0.27% | 11,897 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $57.21万 | 0.25% | 1,000 | 0 | 0.0% | — | 不变 |
| — | NESTLE S A SPONSORED ADR | $56.60万 | 0.25% | 5,800 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC CO COM | $49.79万 | 0.22% | 3,800 | 0 | 0.0% | — | 不变 |
| — | JARDINE MATHESON HOLDINGS LTD ADR | $49.52万 | 0.22% | 6,960 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $48.62万 | 0.22% | 4,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP CL A (NEW) | $48.15万 | 0.21% | 16,772 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $46.13万 | 0.20% | 1,525 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC CL A | $43.66万 | 0.19% | 810 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $40.29万 | 0.18% | 1,225 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP A | $39.80万 | 0.18% | 1,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V NY REG SHS (NEW) | $39.62万 | 0.18% | 300 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $38.47万 | 0.17% | 400 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $37.81万 | 0.17% | 3,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $36.75万 | 0.16% | 421 | -375 | -47.1% | -$32.73万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS NV | $32.48万 | 0.14% | 1,650 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $31.46万 | 0.14% | 2,000 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $28.85万 | 0.13% | 900 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $28.53万 | 0.13% | 4,000 | 0 | 0.0% | — | 不变 |
| ROP | ROPER INDUSTRIES INC | $26.54万 | 0.12% | 750 | 0 | 0.0% | — | 不变 |
| EL | ESTEE LAUDER COS INC | $25.12万 | 0.11% | 3,500 | 0 | 0.0% | — | 不变 |
| HKHHF | HEINEKEN HOLDING NV - A ORD | $24.59万 | 0.11% | 3,480 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC COM | $24.27万 | 0.11% | 1,250 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $24.14万 | 0.11% | 2,200 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $21.83万 | 0.10% | 600 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $21.28万 | 0.09% | 800 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $20.93万 | 0.09% | 3,750 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS.COM | $19.80万 | 0.09% | 1,500 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $19.43万 | 0.09% | 6,701 | 0 | 0.0% | — | 不变 |
| — | CISCO SYSTEMS INC COM | $18.62万 | 0.08% | 2,400 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC ADR | $18.60万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| — | FAIRFAX FINANCIAL HOLDINGS LTD | $17.02万 | 0.08% | 100 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP LTD ADR | $14.55万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $13.56万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS & CHEMICALS INC COM | $13.07万 | 0.06% | 450 | 0 | 0.0% | — | 不变 |
| — | FAIRFAX INDIA HOLDINGS CORP ORD | $11.23万 | 0.05% | 7,000 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $11.17万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $11.15万 | 0.05% | 1,200 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN-FORMAN CORP CL A | $11.14万 | 0.05% | 4,160 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD-NY REG SHR | $10.67万 | 0.05% | 14,695 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC COM | $10.41万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| SLB | SCHLUMBERGER LTD NV COM | $10.28万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |