HEADINVEST, LLC
Portland ME · SEC CIK 0001372130
$4.88亿2026Q1 申报市值
225持仓数
29.0%前十大占比 · 第一大 5.8%
14 / 5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
IEFA 加仓+$327.84万
IAGG 新建仓+$157.79万
VEU 加仓+$101.12万
GLD 加仓+$70.35万
VOO 加仓+$68.42万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$80.07万
IBHF 清仓-$73.80万
GBTC 减仓-$65.95万
AAPL 减仓-$58.04万
VTI 减仓-$55.98万
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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $525.80万 | 1.08% | 36,403 | -48 | -0.1% | -$6,933 | 减仓 |
| PEP | PEPSICO INC | $538.56万 | 1.10% | 34,681 | -655 | -1.9% | -$10.17万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $548.35万 | 1.12% | 27,654 | -964 | -3.4% | -$19.12万 | 减仓 |
| CVX | CHEVRON CORPORATION | $555.71万 | 1.14% | 26,859 | 358 | 1.4% | $7.41万 | 加仓 |
| CSCO | CISCO SYS INC | $555.99万 | 1.14% | 71,657 | -1,516 | -2.1% | -$11.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $556.70万 | 1.14% | 102,997 | 2,095 | 2.1% | $11.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $558.09万 | 1.14% | 18,972 | -187 | -1.0% | -$5.50万 | 减仓 |
| TXN | TEXAS INSTRS INC | $561.59万 | 1.15% | 28,927 | -350 | -1.2% | -$6.79万 | 减仓 |
| VB | VANGUARD INDEX FDS | $579.39万 | 1.19% | 22,121 | 33 | 0.1% | $8,643 | 加仓 |
| DHR | DANAHER CORP DEL | $594.59万 | 1.22% | 31,360 | -360 | -1.1% | -$6.83万 | 减仓 |
| IEFA | ISHARES TR | $608.98万 | 1.25% | 67,268 | 36,213 | 116.6% | $327.84万 | 加仓 |
| INTU | INTUIT | $614.02万 | 1.26% | 14,201 | -249 | -1.7% | -$10.77万 | 减仓 |
| LIN | LINDE PLC | $625.75万 | 1.28% | 12,622 | -396 | -3.0% | -$19.63万 | 减仓 |
| AAPL | APPLE INC | $660.37万 | 1.35% | 26,020 | -2,287 | -8.1% | -$58.04万 | 减仓 |
| DSI | ISHARES TR | $665.70万 | 1.37% | 54,930 | -1,352 | -2.4% | -$16.38万 | 减仓 |
| EMR | EMERSON ELEC CO | $676.09万 | 1.39% | 51,602 | -1,389 | -2.6% | -$18.20万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $740.64万 | 1.52% | 34,439 | 719 | 2.1% | $15.46万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $791.92万 | 1.62% | 26,181 | -1,033 | -3.8% | -$31.25万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $818.16万 | 1.68% | 98,871 | 3,756 | 3.9% | $31.08万 | 加仓 |
| VO | VANGUARD INDEX FDS | $826.72万 | 1.70% | 28,787 | 377 | 1.3% | $10.83万 | 加仓 |
| WMT | WALMART INC | $843.24万 | 1.73% | 67,850 | -2,244 | -3.2% | -$27.89万 | 减仓 |
| GLD | SPDR GOLD TR | $920.99万 | 1.89% | 21,404 | 1,635 | 8.3% | $70.35万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,026.33万 | 2.11% | 130,893 | -4,136 | -3.1% | -$32.43万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,060.29万 | 2.17% | 210,500 | -9,245 | -4.2% | -$46.57万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,146.38万 | 2.35% | 178,899 | 9,158 | 5.4% | $58.68万 | 加仓 |
| GOOGL | ALPHABET INC | $1,184.98万 | 2.43% | 41,208 | -1,401 | -3.3% | -$40.29万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,410.51万 | 2.89% | 47,198 | -348 | -0.7% | -$10.40万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,458.40万 | 2.99% | 45,460 | -1,745 | -3.7% | -$55.98万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,516.14万 | 3.11% | 102,373 | 367 | 0.4% | $5.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,575.41万 | 3.23% | 42,559 | -2,163 | -4.8% | -$80.07万 | 减仓 |
| IJR | ISHARES TR | $2,845.57万 | 5.84% | 228,909 | -1,414 | -0.6% | -$17.58万 | 减仓 |