Kidder Stephen W
BOSTON MA · SEC CIK 0001314377
$3.96亿2026Q2 申报市值
75持仓数
51.3%前十大占比 · 第一大 10.0%
2 / 4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
NEE 加仓+$127.92万
LLY 加仓+$126.42万
AVGO 加仓+$112.65万
VRTX 加仓+$93.73万
WCN 加仓+$92.46万
2026Q2 卖出最多 按季末市值估算
UNH 减仓-$318.58万
AMD 减仓-$313.46万
FISV 减仓-$234.04万
GOOGL 减仓-$108.57万
ADI 减仓-$96.35万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE | $3,947.16万 | 9.98% | 136,410 | -1,058 | -0.8% | -$30.61万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $2,837.45万 | 7.17% | 48,845 | -5,396 | -9.9% | -$313.46万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $2,660.66万 | 6.73% | 74,451 | -3,038 | -3.9% | -$108.57万 | 减仓 |
| NVDA | NVIDIA CORP | $1,705.27万 | 4.31% | 85,225 | -637 | -0.7% | -$12.75万 | 减仓 |
| ADI | ANALOG DEVICES | $1,699.41万 | 4.30% | 42,788 | -2,426 | -5.4% | -$96.35万 | 减仓 |
| JNJ | JOHNSON AND JOHNSON | $1,692.53万 | 4.28% | 66,643 | 82 | 0.1% | $2.08万 | 加仓 |
| AMAT | APPLIED MATERIAL | $1,590.60万 | 4.02% | 22,000 | -265 | -1.2% | -$19.16万 | 减仓 |
| AMZN | AMAZON.COM | $1,526.23万 | 3.86% | 64,036 | 220 | 0.3% | $5.24万 | 加仓 |
| MSFT | MICROSOFT | $1,343.62万 | 3.40% | 36,020 | 1,015 | 2.9% | $37.86万 | 加仓 |
| MA | MASTERCARD | $1,306.24万 | 3.30% | 25,433 | 281 | 1.1% | $14.43万 | 加仓 |
| RTX | RTX CORPORATION | $1,239.34万 | 3.13% | 65,321 | -140 | -0.2% | -$2.66万 | 减仓 |
| ROK | ROCKWELL AUTOMATION | $1,168.24万 | 2.95% | 23,597 | 116 | 0.5% | $5.74万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $1,123.80万 | 2.84% | 50,181 | 30 | 0.1% | $6,718 | 加仓 |
| TJX | TJX COS | $1,067.17万 | 2.70% | 70,440 | 130 | 0.2% | $1.97万 | 加仓 |
| HD | HOME DEPOT | $995.16万 | 2.52% | 28,217 | 319 | 1.1% | $11.25万 | 加仓 |
| SBGSY | SCHNEIDER ELEC SA ADR | $931.59万 | 2.36% | 142,926 | 1,165 | 0.8% | $7.59万 | 加仓 |
| LLY | ELI LILLY & CO | $925.36万 | 2.34% | 7,715 | 1,054 | 15.8% | $126.42万 | 加仓 |
| PG | PROCTER & GAMBLE | $901.94万 | 2.28% | 61,507 | 365 | 0.6% | $5.35万 | 加仓 |
| ABT | ABBOTT LABS | $816.29万 | 2.06% | 89,959 | 247 | 0.3% | $2.24万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS | $725.37万 | 1.83% | 14,603 | 1,887 | 14.8% | $93.73万 | 加仓 |
| ATR | APTARGROUP | $713.24万 | 1.80% | 56,968 | -4,055 | -6.6% | -$50.77万 | 减仓 |
| DHR | DANAHER CORP | $666.95万 | 1.69% | 35,014 | -795 | -2.2% | -$15.14万 | 减仓 |
| XYL | XYLEM INC | $580.94万 | 1.47% | 49,145 | 245 | 0.5% | $2.90万 | 加仓 |
| CVX | CHEVRON | $565.57万 | 1.43% | 34,120 | 185 | 0.5% | $3.07万 | 加仓 |
| AXP | AMERICAN EXPRESS | $530.51万 | 1.34% | 15,684 | 1,954 | 14.2% | $66.09万 | 加仓 |
| AVGO | BROADCOM INC | $507.62万 | 1.28% | 13,438 | 2,982 | 28.5% | $112.65万 | 加仓 |
| CNI | CANADIAN NATL RAILWAY | $471.12万 | 1.19% | 39,510 | -1,930 | -4.7% | -$23.01万 | 减仓 |
| DE | DEERE & CO | $414.85万 | 1.05% | 6,540 | -10 | -0.2% | -$6,343 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $383.13万 | 0.97% | 53,095 | -2,005 | -3.6% | -$14.47万 | 减仓 |
| SCHW | CHARLES SCHWAB | $358.61万 | 0.91% | 38,865 | 555 | 1.4% | $5.12万 | 加仓 |
| JPM | JPMORGAN CHASE | $320.88万 | 0.81% | 9,803 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE | $314.45万 | 0.79% | 12,496 | 15 | 0.1% | $3,775 | 加仓 |
| — | EXXON MOBIL | $280.92万 | 0.71% | 20,547 | -75 | -0.4% | -$1.03万 | 减仓 |
| INTC | INTEL | $272.07万 | 0.69% | 19,485 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC NEW | $242.12万 | 0.61% | 14,525 | 5,547 | 61.8% | $92.46万 | 加仓 |
| NEE | NEXTERA ENERGY | $214.16万 | 0.54% | 24,400 | 14,575 | 148.3% | $127.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY CL B | $183.44万 | 0.46% | 3,666 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA | $172.45万 | 0.44% | 30,265 | 0 | 0.0% | — | 不变 |
| WMT | WAL-MART STORES | $129.57万 | 0.33% | 11,440 | 0 | 0.0% | — | 不变 |
| MRK | MERCK | $123.46万 | 0.31% | 9,608 | 0 | 0.0% | — | 不变 |
| BA | BOEING | $121.22万 | 0.31% | 5,600 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO | $119.60万 | 0.30% | 8,833 | -405 | -4.4% | -$5.48万 | 减仓 |
| UNP | UNION PACIFIC | $106.62万 | 0.27% | 3,920 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CL C | $94.52万 | 0.24% | 2,675 | -150 | -5.3% | -$5.30万 | 减仓 |
| DRAM | ROUNDHILL MEMORY ETF | $91.94万 | 0.23% | 12,450 | 12,450 | — | $91.94万 | 新建仓 |
| MMM | 3M | $90.05万 | 0.23% | 5,562 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP | $80.40万 | 0.20% | 795 | -25 | -3.0% | -$2.53万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $80.28万 | 0.20% | 1,075 | 0 | 0.0% | — | 不变 |
| — | GABELLI UTILITES FUND CLASS A | $70.19万 | 0.18% | 138,714 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA | $69.89万 | 0.18% | 8,600 | 0 | 0.0% | — | 不变 |
| FISV | FISERV | $65.07万 | 0.16% | 13,266 | -47,714 | -78.2% | -$234.04万 | 减仓 |
| GEV | GE VERNOVA INC COM | $64.73万 | 0.16% | 551 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $58.59万 | 0.15% | 1,861 | 0 | 0.0% | — | 不变 |
| D | DOMINION RES INC | $55.70万 | 0.14% | 8,157 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $53.55万 | 0.14% | 6,180 | 1,870 | 43.4% | $16.20万 | 加仓 |
| GE | GENERAL ELECTRIC | $49.15万 | 0.12% | 1,315 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING NV | $45.11万 | 0.11% | 230 | 230 | — | $45.11万 | 新建仓 |
| IVV | ISHARES S&P 500 | $44.93万 | 0.11% | 600 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE | $43.22万 | 0.11% | 462 | -25 | -5.1% | -$2.34万 | 减仓 |
| STT | STATE STREET | $42.82万 | 0.11% | 2,525 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $41.66万 | 0.11% | 5,680 | -6,350 | -52.8% | -$46.58万 | 减仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $40.40万 | 0.10% | 2,950 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $39.70万 | 0.10% | 3,380 | 0 | 0.0% | — | 不变 |
| V | VISA | $37.40万 | 0.09% | 1,090 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S & P 500 EQUAL WEIGHT | $34.04万 | 0.09% | 1,600 | -815 | -33.7% | -$17.34万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $32.60万 | 0.08% | 7,700 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS & CHEM | $32.25万 | 0.08% | 1,100 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $32.16万 | 0.08% | 571 | 100 | 21.2% | $5.63万 | 加仓 |
| BNY | BANK NEW YORK MELLON | $28.92万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $28.05万 | 0.07% | 675 | -7,665 | -91.9% | -$318.58万 | 减仓 |
| VFIAX | VANGUARD 500 INDEX FD ADMIRAL | $25.95万 | 0.07% | 375 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB | $23.62万 | 0.06% | 4,100 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $21.83万 | 0.06% | 1,525 | -75 | -4.7% | -$1.07万 | 重新持有 |
| AMGN | AMGEN INC | $21.55万 | 0.05% | 595 | 0 | 0.0% | — | 不变 |
| — | AUSTRALIAN RARE EARTHS LTD | $19.62万 | 0.05% | 2,700,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES | $0 | 0.00% | 0 | -1,548 | -100.0% | -$21.57万 | 清仓 |
| NSRGY | NESTLE SA ADR | $0 | 0.00% | 0 | -2,170 | -100.0% | -$21.50万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -350 | -100.0% | -$21.15万 | 清仓 |
| — | GRAPHITE ONE INC COM | $0 | 0.00% | 0 | -225,000 | -100.0% | -$19.89万 | 清仓 |