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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC CL B (NEW) | $1,557.61万 | 6.56% | 31,128 | -500 | -1.6% | -$25.02万 | 减仓 |
| CAT | CATERPILLAR INC COM | $1,512.16万 | 6.36% | 14,200 | -2,300 | -13.9% | -$244.93万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $1,373.09万 | 5.78% | 38,322 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP COM | $1,216.19万 | 5.12% | 32,604 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $1,146.44万 | 4.82% | 84,053 | 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 |
| V | VISA INC CL A | $913.65万 | 3.85% | 26,630 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC (NEW) | $903.14万 | 3.80% | 70,283 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $901.59万 | 3.79% | 35,500 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $868.14万 | 3.65% | 30,002 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $619.03万 | 2.61% | 24,600 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP COM | $610.81万 | 2.57% | 107,198 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC CL A | $572.15万 | 2.41% | 11,140 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $550.81万 | 2.32% | 16,165 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALD'S CORP COM | $535.21万 | 2.25% | 19,800 | 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 |
| JPM | JPMORGAN CHASE & CO COM | $476.30万 | 2.00% | 14,551 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $474.38万 | 2.00% | 11,944 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $431.68万 | 1.82% | 16,900 | -100 | -0.6% | -$2.55万 | 减仓 |
| SYK | STRYKER CORP COM | $410.71万 | 1.73% | 13,045 | 1,400 | 12.0% | $44.08万 | 加仓 |
| QCOM | QUALCOMM INC COM | $397.30万 | 1.67% | 21,500 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $370.62万 | 1.56% | 25,274 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $310.07万 | 1.30% | 22,900 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $303.22万 | 1.28% | 3,100 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $297.63万 | 1.25% | 32,800 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC COM | $296.24万 | 1.25% | 11,350 | 2,250 | 24.7% | $58.73万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $267.98万 | 1.13% | 5,260 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $218.34万 | 0.92% | 12,250 | 6,000 | 96.0% | $106.94万 | 加仓 |
| AMAT | APPLIED MATERIALS INC COM | $216.90万 | 0.91% | 3,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $200.60万 | 0.84% | 12,800 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT INC COM | $175.74万 | 0.74% | 18,140 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP COM | $168.57万 | 0.71% | 8,850 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $160.12万 | 0.67% | 13,330 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP COM | $153.00万 | 0.64% | 5,625 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES INC COM | $152.43万 | 0.64% | 11,750 | 0 | 0.0% | — | 不变 |
| CL | COLGATE-PALMOLIVE CO COM | $148.52万 | 0.63% | 16,200 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM | $147.10万 | 0.62% | 3,936 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $145.30万 | 0.61% | 2,800 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $144.85万 | 0.61% | 4,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $143.62万 | 0.60% | 9,800 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP CL A (REIT) | $142.47万 | 0.60% | 8,710 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $136.12万 | 0.57% | 2,715 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDUSTRIES INC COM | $131.87万 | 0.55% | 10,872 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP COM | $120.05万 | 0.51% | 6,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $118.24万 | 0.50% | 49,103 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC COM | $110.59万 | 0.47% | 4,640 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER (W.W.) INC COM | $108.83万 | 0.46% | 800 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COMPANIES INC COM | $101.57万 | 0.43% | 2,800 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHINES COM | $100.79万 | 0.42% | 3,584 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $95.71万 | 0.40% | 2,350 | 300 | 14.6% | $12.22万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $79.83万 | 0.34% | 9,660 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL INC COM | $72.73万 | 0.31% | 4,020 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATIONAL CORP COM | $70.66万 | 0.30% | 19,990 | 0 | 0.0% | — | 不变 |
| — | UNILEVER PLC SPONSORED ADR (NEW) | $69.47万 | 0.29% | 11,555 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP COM | $66.30万 | 0.28% | 4,000 | 0 | 0.0% | — | 不变 |
| — | COSTCO WHOLESALE CORP COM | $65.48万 | 0.28% | 700 | 0 | 0.0% | — | 不变 |
| — | NESTLE S A SPONSORED ADR | $59.74万 | 0.25% | 5,800 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V NY REG SHS (NEW) | $59.68万 | 0.25% | 300 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $59.67万 | 0.25% | 7,800 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $56.33万 | 0.24% | 1,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC CO COM | $54.40万 | 0.23% | 3,800 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $51.58万 | 0.22% | 1,525 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP A | $51.52万 | 0.22% | 1,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $50.37万 | 0.21% | 11,897 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $50.27万 | 0.21% | 4,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $49.46万 | 0.21% | 421 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS NV | $46.37万 | 0.20% | 1,650 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC CL A | $45.36万 | 0.19% | 810 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $43.20万 | 0.18% | 1,225 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $41.79万 | 0.18% | 5,000 | 1,000 | 25.0% | $8.36万 | 加仓 |
| BLK | BLACKROCK INC COM | $38.46万 | 0.16% | 400 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $37.56万 | 0.16% | 3,000 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC COM | $37.26万 | 0.16% | 1,250 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $35.88万 | 0.15% | 1,750 | -1,200 | -40.7% | -$24.60万 | 减仓 |
| MOG/A | MOOG INC CL A | $33.91万 | 0.14% | 800 | 800 | — | $33.91万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $30.99万 | 0.13% | 900 | 0 | 0.0% | — | 不变 |
| — | CISCO SYSTEMS INC COM | $28.19万 | 0.12% | 2,400 | 0 | 0.0% | — | 不变 |
| — | JARDINE MATHESON HOLDINGS LTD ORD | $27.68万 | 0.12% | 4,500 | -2,460 | -35.3% | -$15.13万 | 减仓 |
| HKHHF | HEINEKEN HOLDING NV - A ORD | $26.52万 | 0.11% | 3,480 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $25.80万 | 0.11% | 2,200 | 0 | 0.0% | — | 不变 |
| ROP | ROPER INDUSTRIES INC | $25.38万 | 0.11% | 750 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $25.00万 | 0.11% | 600 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $24.62万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $22.29万 | 0.09% | 800 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD-NY REG SHR | $12.40万 | 0.05% | 14,695 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP CL A (NEW) | $0 | 0.00% | 0 | -16,772 | -100.0% | -$48.15万 | 清仓 |
| EL | ESTEE LAUDER COS INC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$25.12万 | 清仓 |
| FISV | FISERV INC COM | $0 | 0.00% | 0 | -3,750 | -100.0% | -$20.93万 | 清仓 |
| COP | CONOCOPHILLIPS.COM | $0 | 0.00% | 0 | -1,500 | -100.0% | -$19.80万 | 清仓 |
| T | AT&T INC COM | $0 | 0.00% | 0 | -6,701 | -100.0% | -$19.43万 | 清仓 |
| SHEL | SHELL PLC ADR | $0 | 0.00% | 0 | -2,000 | -100.0% | -$18.60万 | 清仓 |
| — | FAIRFAX FINANCIAL HOLDINGS LTD | $0 | 0.00% | 0 | -100 | -100.0% | -$17.02万 | 清仓 |
| BHP | BHP GROUP LTD ADR | $0 | 0.00% | 0 | -2,000 | -100.0% | -$14.55万 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $0 | 0.00% | 0 | -1,500 | -100.0% | -$13.56万 | 清仓 |
| APD | AIR PRODUCTS & CHEMICALS INC COM | $0 | 0.00% | 0 | -450 | -100.0% | -$13.07万 | 清仓 |
| — | FAIRFAX INDIA HOLDINGS CORP ORD | $0 | 0.00% | 0 | -7,000 | -100.0% | -$11.23万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -400 | -100.0% | -$11.17万 | 清仓 |
| NEE | NEXTERA ENERGY INC COM | $0 | 0.00% | 0 | -1,200 | -100.0% | -$11.15万 | 清仓 |
| BF/A | BROWN-FORMAN CORP CL A | $0 | 0.00% | 0 | -4,160 | -100.0% | -$11.14万 | 清仓 |
| ITW | ILLINOIS TOOL WORKS INC COM | $0 | 0.00% | 0 | -400 | -100.0% | -$10.41万 | 清仓 |