Broderick Brian C
BOSTON MA · SEC CIK 0001314376
$5.42亿2026Q1 申报市值
95持仓数
45.2%前十大占比 · 第一大 7.4%
9 / 0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
GEV 加仓+$305.51万
NEE 新建仓+$287.50万
AVGO 加仓+$273.05万
ASML 新建仓+$264.17万
ET 新建仓+$241.25万
2026Q1 卖出最多 按季末市值估算
UNH 减仓-$177.45万
EXXON MOBIL 减仓-$29.22万
CARR 减仓-$15.27万
FISV 减仓-$14.57万
SPTM 减仓-$14.03万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CL A | $3,996.60万 | 7.37% | 138,983 | 2,455 | 1.8% | $70.60万 | 加仓 |
| NVDA | NVIDIA CORP | $3,472.98万 | 6.40% | 199,139 | 3,387 | 1.7% | $59.07万 | 加仓 |
| AAPL | APPLE | $2,975.64万 | 5.49% | 117,248 | 4,625 | 4.1% | $117.38万 | 加仓 |
| ADI | ANALOG DEVICES | $2,410.13万 | 4.44% | 75,757 | 778 | 1.0% | $24.75万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES | $2,098.20万 | 3.87% | 103,141 | 3,284 | 3.3% | $66.81万 | 加仓 |
| RTX | RTX CORPORATION | $2,092.02万 | 3.86% | 108,451 | 2,824 | 2.7% | $54.47万 | 加仓 |
| MSFT | MICROSOFT | $2,062.99万 | 3.80% | 55,731 | 2,639 | 5.0% | $97.69万 | 加仓 |
| MA | MASTERCARD | $1,843.70万 | 3.40% | 36,899 | 1,259 | 3.5% | $62.91万 | 加仓 |
| JNJ | JOHNSON AND JOHNSON | $1,797.51万 | 3.31% | 73,536 | 3,396 | 4.8% | $83.01万 | 加仓 |
| TJX | TJX COS | $1,745.25万 | 3.22% | 109,283 | 4,589 | 4.4% | $73.29万 | 加仓 |
| AMZN | AMAZON.COM | $1,579.73万 | 2.91% | 75,850 | 3,167 | 4.4% | $65.96万 | 加仓 |
| PG | PROCTER & GAMBLE | $1,492.74万 | 2.75% | 103,347 | 4,625 | 4.7% | $66.80万 | 加仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $1,353.66万 | 2.50% | 248,698 | 9,075 | 3.8% | $49.40万 | 加仓 |
| ROK | ROCKWELL AUTOMATION | $1,319.10万 | 2.43% | 36,756 | 743 | 2.1% | $26.66万 | 加仓 |
| ABT | ABBOTT LABS | $1,287.57万 | 2.37% | 125,409 | 4,860 | 4.0% | $49.90万 | 加仓 |
| DHR | DANAHER CORP | $1,243.87万 | 2.29% | 65,605 | 2,794 | 4.4% | $52.97万 | 加仓 |
| HD | HOME DEPOT | $1,191.47万 | 2.20% | 36,227 | 1,865 | 5.4% | $61.34万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $1,124.42万 | 2.07% | 55,341 | 3,043 | 5.8% | $61.83万 | 加仓 |
| ATR | APTARGROUP | $1,114.55万 | 2.06% | 88,442 | 4,138 | 4.9% | $52.15万 | 加仓 |
| — | FPA CRESCENT FUND | $897.33万 | 1.65% | 211,484 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $890.05万 | 1.64% | 74,481 | 4,280 | 6.1% | $51.15万 | 加仓 |
| LLY | ELI LILLY & CO | $852.44万 | 1.57% | 9,268 | 1,052 | 12.8% | $96.76万 | 加仓 |
| CNI | CANADIAN NATL RAILWAY | $839.62万 | 1.55% | 81,699 | 4,977 | 6.5% | $51.15万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $833.07万 | 1.54% | 18,656 | 1,454 | 8.5% | $64.93万 | 加仓 |
| — | ROBECO BOSTON PARTNERS LONG SH | $826.95万 | 1.52% | 593,224 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $779.15万 | 1.44% | 45,924 | -1,722 | -3.6% | -$29.22万 | 减仓 |
| — | NEUBERGER BERMAN ALTERN LONG S | $775.97万 | 1.43% | 395,700 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIAL | $726.20万 | 1.34% | 21,247 | 5,166 | 32.1% | $176.57万 | 加仓 |
| — | GQG PARTNERS EMERGING MARKETS | $723.02万 | 1.33% | 397,485 | 0 | 0.0% | — | 不变 |
| — | AMG RIVER ROAD SMALL-MID CAP V | $658.59万 | 1.21% | 673,406 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON | $581.24万 | 1.07% | 28,093 | 1,335 | 5.0% | $27.62万 | 加仓 |
| FISV | FISERV | $439.85万 | 0.81% | 78,826 | -2,611 | -3.2% | -$14.57万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $391.39万 | 0.72% | 10,025 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $355.44万 | 0.66% | 4,072 | 3,500 | 611.9% | $305.51万 | 加仓 |
| AXP | AMERICAN EXPRESS | $350.27万 | 0.65% | 11,580 | 1,677 | 16.9% | $50.73万 | 加仓 |
| AVGO | BROADCOM INC | $343.03万 | 0.63% | 11,083 | 8,822 | 390.2% | $273.05万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $325.17万 | 0.60% | 5,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $314.29万 | 0.58% | 43,694 | 3,298 | 8.2% | $23.72万 | 加仓 |
| GOOG | ALPHABET INC CL C | $312.53万 | 0.58% | 10,895 | 840 | 8.4% | $24.10万 | 加仓 |
| ABBV | ABBVIE | $300.81万 | 0.55% | 13,831 | 506 | 3.8% | $11.00万 | 加仓 |
| SCHW | CHARLES SCHWAB | $293.80万 | 0.54% | 31,262 | 7,888 | 33.7% | $74.13万 | 加仓 |
| NEE | NEXTERA ENERGY | $287.50万 | 0.53% | 30,954 | 30,954 | — | $287.50万 | 新建仓 |
| UNP | UNION PACIFIC | $268.10万 | 0.49% | 11,050 | 0 | 0.0% | — | 不变 |
| MRK | MERCK | $267.65万 | 0.49% | 22,250 | 253 | 1.2% | $3.04万 | 加仓 |
| ASML | ASML HOLDING NV | $264.17万 | 0.49% | 2,000 | 2,000 | — | $264.17万 | 新建仓 |
| ET | ENERGY TRANSFER EQUITY LP | $241.25万 | 0.44% | 125,000 | 125,000 | — | $241.25万 | 新建仓 |
| TSM | TAIWAN S MANUFCTRING ADR | $240.11万 | 0.44% | 7,105 | 7,105 | — | $240.11万 | 新建仓 |
| PEP | PEPSICO | $208.66万 | 0.38% | 13,437 | 60 | 0.4% | $9,317 | 加仓 |
| ABNB | AIRBNB INC | $188.23万 | 0.35% | 14,906 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR TOTAL STOCK MARKET PORTFO | $170.77万 | 0.31% | 21,600 | -1,775 | -7.6% | -$14.03万 | 减仓 |
| NSRGY | NESTLE SA ADR | $170.30万 | 0.31% | 17,185 | 1,280 | 8.0% | $12.68万 | 加仓 |
| NU | NU HOLDINGS | $165.20万 | 0.30% | 114,962 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $158.36万 | 0.29% | 3,800 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $155.36万 | 0.29% | 6,200 | 6,200 | — | $155.36万 | 新建仓 |
| KO | COCA COLA | $148.63万 | 0.27% | 19,544 | 200 | 1.0% | $1.52万 | 加仓 |
| PBA | PEMBINA PIPELINE CO | $146.92万 | 0.27% | 32,823 | 300 | 0.9% | $1.34万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $143.03万 | 0.26% | 5,286 | -6,558 | -55.4% | -$177.45万 | 减仓 |
| ZS | ZSCALER INC | $140.29万 | 0.26% | 10,000 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART STORES | $135.89万 | 0.25% | 10,934 | 6,534 | 148.5% | $81.20万 | 加仓 |
| IBM | INTL BUSINESS MACH | $118.80万 | 0.22% | 4,901 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN | $107.62万 | 0.20% | 3,750 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL | $103.41万 | 0.19% | 4,575 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC NEW | $97.19万 | 0.18% | 5,983 | 5,983 | — | $97.19万 | 新建仓 |
| PFE | PFIZER | $82.27万 | 0.15% | 29,300 | 500 | 1.7% | $1.40万 | 加仓 |
| JPM | JPMORGAN CHASE | $75.31万 | 0.14% | 2,560 | 450 | 21.3% | $13.24万 | 加仓 |
| GE | GENERAL ELECTRIC | $74.63万 | 0.14% | 2,630 | -12 | -0.5% | -$3,405 | 减仓 |
| HUBS | HUBSPOT INC | $73.23万 | 0.14% | 3,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $70.41万 | 0.13% | 1,250 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $62.73万 | 0.12% | 6,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB | $61.36万 | 0.11% | 10,117 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $61.25万 | 0.11% | 4,640 | -900 | -16.2% | -$11.88万 | 减仓 |
| MMM | 3M | $53.73万 | 0.10% | 3,700 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $50.28万 | 0.09% | 8,930 | -2,712 | -23.3% | -$15.27万 | 减仓 |
| NVS | NOVARTIS AG ADR | $47.67万 | 0.09% | 3,121 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $47.31万 | 0.09% | 3,137 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES | $46.13万 | 0.09% | 3,310 | 3,310 | — | $46.13万 | 新建仓 |
| CSCO | CISCO SYS INC | $45.74万 | 0.08% | 5,895 | 1,825 | 44.8% | $14.16万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $44.48万 | 0.08% | 905 | 20 | 2.3% | $9,831 | 加仓 |
| MRSH | MARSH & MC | $43.36万 | 0.08% | 2,500 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $36.25万 | 0.07% | 1,990 | 0 | 0.0% | — | 不变 |
| INTC | INTEL | $35.98万 | 0.07% | 8,153 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $35.13万 | 0.06% | 4,385 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT GOLDCORP CORPORATION | $33.83万 | 0.06% | 3,125 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $30.34万 | 0.06% | 4,597 | 0 | 0.0% | — | 不变 |
| — | SOLTERA MNG CORP COM | $30.00万 | 0.06% | 300,000 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK | $28.94万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO | $25.40万 | 0.05% | 5,035 | -1,281 | -20.3% | -$6.46万 | 减仓 |
| CI | CIGNA CORP NEW | $22.70万 | 0.04% | 851 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD GOVERNOR | $20.58万 | 0.04% | 575 | 575 | — | $20.58万 | 新建仓 |
| SYK | STRYKER CORP | $20.54万 | 0.04% | 625 | 625 | — | $20.54万 | 新建仓 |
| NVO | NOVO NORDISK A S ADR | $20.38万 | 0.04% | 5,545 | -590 | -9.6% | -$2.17万 | 减仓 |
| IRWD | IRONWOOD PHARMACEUTICALS | $6.32万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| — | AMG RIVER ROAD DIV ALL CAP VAL | $5.62万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| — | Proteostasis Therapeutics | $2.95万 | 0.01% | 65,000 | 0 | 0.0% | — | 不变 |
| — | Kalypsis Inc. | $2 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |