Broderick Brian C
BOSTON MA · SEC CIK 0001314376
$6.46亿2026Q2 申报市值
95持仓数
47.3%前十大占比 · 第一大 8.6%
3 / 3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
LLY 加仓+$305.61万
NEE 加仓+$193.63万
WCN 加仓+$117.68万
AMAT 加仓+$117.49万
AXP 加仓+$115.85万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$439.57万
FISV 减仓-$323.32万
UNH 减仓-$131.92万
ADI 减仓-$117.64万
NVDA 减仓-$88.04万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES | $5,551.99万 | 8.59% | 95,574 | -7,567 | -7.3% | -$439.57万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $4,897.51万 | 7.58% | 137,043 | -1,940 | -1.4% | -$69.33万 | 减仓 |
| NVDA | NVIDIA CORP | $3,896.53万 | 6.03% | 194,739 | -4,400 | -2.2% | -$88.04万 | 减仓 |
| AAPL | APPLE | $3,386.99万 | 5.24% | 117,051 | -197 | -0.2% | -$5.70万 | 减仓 |
| ADI | ANALOG DEVICES | $2,891.20万 | 4.47% | 72,795 | -2,962 | -3.9% | -$117.64万 | 减仓 |
| MSFT | MICROSOFT | $2,136.96万 | 3.31% | 57,288 | 1,557 | 2.8% | $58.08万 | 加仓 |
| RTX | RTX CORPORATION | $2,074.94万 | 3.21% | 109,363 | 912 | 0.8% | $17.30万 | 加仓 |
| MA | MASTERCARD | $1,930.26万 | 2.99% | 37,583 | 684 | 1.9% | $35.13万 | 加仓 |
| JNJ | JOHNSON AND JOHNSON | $1,905.26万 | 2.95% | 75,019 | 1,483 | 2.0% | $37.66万 | 加仓 |
| ROK | ROCKWELL AUTOMATION | $1,870.46万 | 2.89% | 37,781 | 1,025 | 2.8% | $50.75万 | 加仓 |
| AMZN | AMAZON.COM | $1,865.37万 | 2.89% | 78,265 | 2,415 | 3.2% | $57.56万 | 加仓 |
| TJX | TJX COS | $1,684.16万 | 2.61% | 111,166 | 1,883 | 1.7% | $28.53万 | 加仓 |
| AMAT | APPLIED MATERIAL | $1,653.65万 | 2.56% | 22,872 | 1,625 | 7.6% | $117.49万 | 加仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $1,649.16万 | 2.55% | 253,016 | 4,318 | 1.7% | $28.14万 | 加仓 |
| PG | PROCTER & GAMBLE | $1,544.22万 | 2.39% | 105,307 | 1,960 | 1.9% | $28.74万 | 加仓 |
| LLY | ELI LILLY & CO | $1,417.25万 | 2.19% | 11,816 | 2,548 | 27.5% | $305.61万 | 加仓 |
| HD | HOME DEPOT | $1,303.12万 | 2.02% | 36,949 | 722 | 2.0% | $25.46万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $1,262.88万 | 1.95% | 56,391 | 1,050 | 1.9% | $23.51万 | 加仓 |
| DHR | DANAHER CORP | $1,239.47万 | 1.92% | 65,071 | -534 | -0.8% | -$10.17万 | 减仓 |
| ABT | ABBOTT LABS | $1,156.87万 | 1.79% | 127,493 | 2,084 | 1.7% | $18.91万 | 加仓 |
| ATR | APTARGROUP | $1,099.68万 | 1.70% | 87,834 | -608 | -0.7% | -$7.61万 | 减仓 |
| CNI | CANADIAN NATL RAILWAY | $995.52万 | 1.54% | 83,489 | 1,790 | 2.2% | $21.34万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $971.06万 | 1.50% | 19,549 | 893 | 4.8% | $44.36万 | 加仓 |
| — | FPA CRESCENT FUND | $961.35万 | 1.49% | 212,453 | 969 | 0.5% | $4.38万 | 加仓 |
| XYL | XYLEM INC | $903.93万 | 1.40% | 76,468 | 1,987 | 2.7% | $23.49万 | 加仓 |
| — | ROBECO BOSTON PARTNERS LONG SH | $885.68万 | 1.37% | 593,224 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $814.65万 | 1.26% | 10,675 | 650 | 6.5% | $49.60万 | 加仓 |
| — | NEUBERGER BERMAN ALTERN LONG S | $806.44万 | 1.25% | 395,700 | 0 | 0.0% | — | 不变 |
| — | GQG PARTNERS EMERGING MARKETS | $736.54万 | 1.14% | 397,485 | 0 | 0.0% | — | 不变 |
| — | AMG RIVER ROAD SMALL-MID CAP V | $711.12万 | 1.10% | 673,406 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $664.58万 | 1.03% | 48,609 | 2,685 | 5.8% | $36.71万 | 加仓 |
| AVGO | BROADCOM INC | $508.98万 | 0.79% | 13,474 | 2,391 | 21.6% | $90.32万 | 加仓 |
| AXP | AMERICAN EXPRESS | $507.54万 | 0.79% | 15,005 | 3,425 | 29.6% | $115.85万 | 加仓 |
| GEV | GE VERNOVA INC COM | $499.79万 | 0.77% | 4,254 | 182 | 4.5% | $21.38万 | 加仓 |
| NEE | NEXTERA ENERGY | $465.31万 | 0.72% | 53,015 | 22,061 | 71.3% | $193.63万 | 加仓 |
| ASML | ASML HOLDING NV | $455.43万 | 0.70% | 2,322 | 322 | 16.1% | $63.16万 | 加仓 |
| CVX | CHEVRON | $450.19万 | 0.70% | 27,159 | -934 | -3.3% | -$15.48万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $373.38万 | 0.58% | 5,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CL C | $365.17万 | 0.57% | 10,335 | -560 | -5.1% | -$19.79万 | 减仓 |
| ABBV | ABBVIE | $352.57万 | 0.55% | 14,011 | 180 | 1.3% | $4.53万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $343.43万 | 0.53% | 47,593 | 3,899 | 8.9% | $28.14万 | 加仓 |
| TSM | TAIWAN S MANUFCTRING ADR | $339.07万 | 0.52% | 7,100 | -5 | -0.1% | -$2,388 | 减仓 |
| SCHW | CHARLES SCHWAB | $315.12万 | 0.49% | 34,152 | 2,890 | 9.2% | $26.67万 | 加仓 |
| MRK | MERCK | $301.77万 | 0.47% | 23,484 | 1,234 | 5.5% | $15.86万 | 加仓 |
| UNP | UNION PACIFIC | $300.56万 | 0.47% | 11,050 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER EQUITY LP | $239.00万 | 0.37% | 125,000 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $217.80万 | 0.34% | 6,505 | 305 | 4.9% | $10.21万 | 加仓 |
| WCN | WASTE CONNECTIONS INC NEW | $217.41万 | 0.34% | 13,043 | 7,060 | 118.0% | $117.68万 | 加仓 |
| ABNB | AIRBNB INC | $213.30万 | 0.33% | 14,906 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR TOTAL STOCK MARKET PORTFO | $191.57万 | 0.30% | 21,100 | -500 | -2.3% | -$4.54万 | 减仓 |
| NSRGY | NESTLE SA ADR | $187.77万 | 0.29% | 18,285 | 1,100 | 6.4% | $11.30万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $186.64万 | 0.29% | 3,800 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA | $158.83万 | 0.25% | 19,544 | 0 | 0.0% | — | 不变 |
| NU | NU HOLDINGS | $153.59万 | 0.24% | 114,962 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CO | $151.81万 | 0.23% | 32,823 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $141.15万 | 0.22% | 10,000 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS MACH | $137.82万 | 0.21% | 4,901 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART STORES | $122.72万 | 0.19% | 10,835 | -99 | -0.9% | -$1.12万 | 减仓 |
| NSC | NORFOLK SOUTHERN | $117.97万 | 0.18% | 3,750 | 0 | 0.0% | — | 不变 |
| INTC | INTEL | $113.14万 | 0.18% | 8,103 | -50 | -0.6% | -$6,982 | 减仓 |
| PEP | PEPSICO | $105.17万 | 0.16% | 7,767 | -5,670 | -42.2% | -$76.77万 | 减仓 |
| GE | GENERAL ELECTRIC | $98.29万 | 0.15% | 2,630 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $87.78万 | 0.14% | 2,112 | -3,174 | -60.0% | -$131.92万 | 减仓 |
| SNOW | SNOWFLAKE INC | $79.84万 | 0.12% | 3,137 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $79.29万 | 0.12% | 1,250 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE | $78.89万 | 0.12% | 2,410 | -150 | -5.9% | -$4.91万 | 减仓 |
| PFE | PFIZER | $69.35万 | 0.11% | 28,800 | -500 | -1.7% | -$1.20万 | 减仓 |
| CSCO | CISCO SYS INC | $68.07万 | 0.11% | 5,795 | -100 | -1.7% | -$1.17万 | 减仓 |
| FISV | FISERV | $63.32万 | 0.10% | 12,910 | -65,916 | -83.6% | -$323.32万 | 减仓 |
| NOW | SERVICENOW INC | $59.57万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB | $58.29万 | 0.09% | 10,117 | 0 | 0.0% | — | 不变 |
| MMM | 3M | $56.26万 | 0.09% | 3,475 | -225 | -6.1% | -$3.64万 | 减仓 |
| HUBS | HUBSPOT INC | $54.75万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL | $50.18万 | 0.08% | 2,241 | -2,334 | -51.0% | -$52.26万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $49.54万 | 0.08% | 2,241 | 2,241 | — | $49.54万 | 新建仓 |
| COP | CONOCOPHILLIPS | $48.24万 | 0.07% | 4,640 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $46.17万 | 0.07% | 2,946 | -175 | -5.6% | -$2.74万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $45.37万 | 0.07% | 905 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES | $41.82万 | 0.06% | 3,310 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MC | $41.67万 | 0.06% | 2,500 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $35.95万 | 0.06% | 4,385 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $33.64万 | 0.05% | 1,990 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $33.08万 | 0.05% | 4,597 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK | $32.93万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| — | SOLTERA MNG CORP COM | $30.00万 | 0.05% | 300,000 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $29.42万 | 0.05% | 3,395 | 3,395 | — | $29.42万 | 新建仓 |
| NEM | NEWMONT GOLDCORP CORPORATION | $29.19万 | 0.05% | 3,125 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK A S ADR | $24.28万 | 0.04% | 5,065 | -480 | -8.7% | -$2.30万 | 减仓 |
| CI | CIGNA CORP NEW | $23.46万 | 0.04% | 851 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD GOVERNOR | $22.34万 | 0.03% | 525 | -50 | -8.7% | -$2.13万 | 减仓 |
| MS | MORGAN STANLEY | $21.13万 | 0.03% | 1,011 | 1,011 | — | $21.13万 | 新建仓 |
| IRWD | IRONWOOD PHARMACEUTICALS | $7.58万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| — | AMG RIVER ROAD DIV ALL CAP VAL | $5.98万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| — | Proteostasis Therapeutics | $2.95万 | 0.00% | 65,000 | 0 | 0.0% | — | 不变 |
| — | Kalypsis Inc. | $2 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $0 | 0.00% | 0 | -8,930 | -100.0% | -$50.28万 | 清仓 |
| MKC | MCCORMICK & CO | $0 | 0.00% | 0 | -5,035 | -100.0% | -$25.40万 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -625 | -100.0% | -$20.54万 | 清仓 |