ZEVIN ASSET MANAGEMENT LLC
BOSTON MA · SEC CIK 0001394096
$7.23亿2026Q1 申报市值
93持仓数
37.7%前十大占比 · 第一大 4.3%
4 / 6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
AZN 新建仓+$1,248.61万
AVGO 新建仓+$1,125.20万
NFLX 加仓+$983.27万
SHV 加仓+$605.53万
VGSH 加仓+$364.09万
2026Q1 卖出最多 按季末市值估算
ECL 减仓-$538.18万
ASML 减仓-$536.66万
ADI 减仓-$409.51万
LIN 减仓-$370.18万
EMR 减仓-$366.28万
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 |
|---|---|---|---|---|---|---|---|---|
| MICC | Magnum Ice Cream NV | $0 | 0.00% | 0 | -49,244 | -100.0% | -$78.05万 | 清仓 |
| HYG | iShares IBOXX USD Hi Yield Bond | $0 | 0.00% | 0 | -9,023 | -100.0% | -$72.75万 | 清仓 |
| IBM | Int'l Business Machines Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USMV | iShares Edge MSCI Min Vol ETF | $0 | 0.00% | 0 | -3,535 | -100.0% | -$33.29万 | 清仓 |
| CHRW | CH Robinson Worldwide | $0 | 0.00% | 0 | -2,053 | -100.0% | -$33.00万 | 清仓 |
| MU | Micron Technology Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MA | Mastercard Inc. | $0 | 0.00% | 0 | -472 | -100.0% | -$26.95万 | 清仓 |
| GS | Goldman Sachs Group Com | $0 | 0.00% | 0 | -245 | -100.0% | -$21.54万 | 清仓 |
| GSK | GSK PLC ADR | $20.13万 | 0.03% | 3,647 | 3,647 | — | $20.13万 | 新建仓 |
| TD | Toronto-Dominion Bank | $20.57万 | 0.03% | 2,204 | 0 | 0.0% | — | 不变 |
| VWOB | Vanguard Emerging Markets Gov Bond | $20.88万 | 0.03% | 3,178 | 0 | 0.0% | — | 不变 |
| SUB | iShares Short-Term National Muni Bond ETF | $20.90万 | 0.03% | 1,962 | -4,579 | -70.0% | -$48.77万 | 减仓 |
| — | Telefonica Sa Spain Adr | $23.25万 | 0.03% | 53,575 | 0 | 0.0% | — | 不变 |
| ORLY | O Reilly Automotive Inc. | $23.54万 | 0.03% | 2,550 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson And Johnson Com | $25.37万 | 0.04% | 1,038 | -40 | -3.7% | -$9,778 | 减仓 |
| SO | Southern Co. | $25.58万 | 0.04% | 2,650 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total Intl. Bond Fund | $25.61万 | 0.04% | 5,330 | 5,330 | — | $25.61万 | 新建仓 |
| GWW | Grainger Ww Inc. | $26.83万 | 0.04% | 246 | -20 | -7.5% | -$2.18万 | 减仓 |
| AB | Alliance Bernstein Hldg Unit Ltd Partn | $28.08万 | 0.04% | 7,499 | 636 | 9.3% | $2.38万 | 加仓 |
| JPM | Jpmorgan Chase & Co | $29.03万 | 0.04% | 987 | -64 | -6.1% | -$1.88万 | 减仓 |
| GSY | Invesco Ultrashort Duration | $29.57万 | 0.04% | 5,900 | 0 | 0.0% | — | 不变 |
| BNS | Bank of Nova Scotia | $30.43万 | 0.04% | 4,390 | 0 | 0.0% | — | 不变 |
| BEP | Brookfield Renewable Energy Partners LP | $30.95万 | 0.04% | 9,483 | 0 | 0.0% | — | 不变 |
| IVV | Ishares Tr S&p 500 Index Fund | $31.48万 | 0.04% | 482 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $33.43万 | 0.05% | 4,309 | 0 | 0.0% | — | 不变 |
| BY | Byline Bancorp Inc | $33.54万 | 0.05% | 10,624 | 0 | 0.0% | — | 不变 |
| SUSA | iShares MSCI USA ESG Select | $38.64万 | 0.05% | 2,925 | -1,012 | -25.7% | -$13.37万 | 减仓 |
| MMM | 3m Company Com | $39.12万 | 0.05% | 2,694 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors | $40.26万 | 0.06% | 1,083 | -35 | -3.1% | -$1.30万 | 减仓 |
| PFE | Pfizer Incorporated | $41.11万 | 0.06% | 14,641 | -2,461 | -14.4% | -$6.91万 | 减仓 |
| BRK/B | Berkshire Hathawayinc Del Cl B New | $43.08万 | 0.06% | 899 | -109 | -10.8% | -$5.22万 | 减仓 |
| VSGX | Vanguard ESG Intl Stock | $43.22万 | 0.06% | 6,025 | 841 | 16.2% | $6.03万 | 加仓 |
| VPU | Vanguard Utilities ETF | $43.37万 | 0.06% | 2,189 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Incorporated | $45.11万 | 0.06% | 2,905 | -90 | -3.0% | -$1.40万 | 减仓 |
| IEI | Ishares 3-7 Year Treasury Bond | $45.61万 | 0.06% | 3,846 | -1 | -0.0% | -$119 | 减仓 |
| VGIT | Vanguard Intermediate Treasury | $46.36万 | 0.06% | 7,785 | -5,335 | -40.7% | -$31.77万 | 减仓 |
| — | Exxon Mobil Corp Com | $46.98万 | 0.06% | 2,769 | -1,062 | -27.7% | -$18.02万 | 减仓 |
| KO | Coca Cola Company | $47.05万 | 0.07% | 6,187 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc. | $55.83万 | 0.08% | 4,006 | 0 | 0.0% | — | 不变 |
| MCD | Mc Donalds Corp | $58.18万 | 0.08% | 1,872 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc New | $63.97万 | 0.09% | 5,318 | 0 | 0.0% | — | 不变 |
| MUB | iShares Natnl AMT Free Muni Bond ETF | $79.39万 | 0.11% | 7,479 | -13,097 | -63.7% | -$139.02万 | 减仓 |
| QQQ | Invesco QQQ Trust | $85.60万 | 0.12% | 1,483 | -26 | -1.7% | -$1.50万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $85.95万 | 0.12% | 6,916 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co | $95.27万 | 0.13% | 6,596 | 0 | 0.0% | — | 不变 |
| BGRN | iShares Global Green Bond ETF | $97.84万 | 0.14% | 20,611 | -16,533 | -44.5% | -$78.48万 | 减仓 |
| ESGV | Vanguard ESG US Stock ETF | $99.18万 | 0.14% | 8,834 | 870 | 10.9% | $9.77万 | 加仓 |
| DLN | WisdomTree U.S. LargeCap Dividend | $100.94万 | 0.14% | 11,300 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $101.33万 | 0.14% | 9,869 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc Com | $114.56万 | 0.16% | 3,256 | -100 | -3.0% | -$3.52万 | 减仓 |
| IEF | ishares Barclays 7-10 Year ETF | $125.24万 | 0.17% | 13,122 | 909 | 7.4% | $8.68万 | 加仓 |
| AMAT | Applied Materials | $127.08万 | 0.18% | 3,718 | -366 | -9.0% | -$12.51万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $155.42万 | 0.21% | 2,601 | 0 | 0.0% | — | 不变 |
| EXPD | Expeditors | $204.33万 | 0.28% | 14,266 | -483 | -3.3% | -$6.92万 | 减仓 |
| DHR | Danaher | $299.59万 | 0.41% | 15,801 | -2,076 | -11.6% | -$39.36万 | 减仓 |
| ACN | Accenture Ltd | $541.89万 | 0.75% | 27,328 | -1,109 | -3.9% | -$21.99万 | 减仓 |
| NGG | National Grid Plc Adr | $555.80万 | 0.77% | 65,697 | 1,923 | 3.0% | $16.27万 | 加仓 |
| SPGI | S&P Global Inc | $644.06万 | 0.89% | 15,142 | 181 | 1.2% | $7.70万 | 加仓 |
| HD | Home Depot | $681.70万 | 0.94% | 20,727 | 1,016 | 5.2% | $33.42万 | 加仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $691.65万 | 0.96% | 138,634 | 11,054 | 8.7% | $55.15万 | 加仓 |
| CDNS | Cadence Design Sys | $720.29万 | 1.00% | 25,922 | -1,786 | -6.4% | -$49.63万 | 减仓 |
| TRU | Transunion | $765.48万 | 1.06% | 110,634 | 2,731 | 2.5% | $18.90万 | 加仓 |
| HDB | HDFC Bank | $792.67万 | 1.10% | 318,597 | -7,886 | -2.4% | -$19.62万 | 减仓 |
| DDOG | Datadog Inc | $799.14万 | 1.11% | 67,695 | -2,608 | -3.7% | -$30.79万 | 减仓 |
| WCN | Waste Connections Inc | $810.15万 | 1.12% | 49,874 | 3,512 | 7.6% | $57.05万 | 加仓 |
| PLD | Prologis Inc. | $932.07万 | 1.29% | 70,515 | 207 | 0.3% | $2.74万 | 加仓 |
| PNC | PNC | $1,050.94万 | 1.45% | 50,504 | -1,494 | -2.9% | -$31.09万 | 减仓 |
| EMR | Emerson Electric | $1,052.03万 | 1.46% | 80,295 | -27,956 | -25.8% | -$366.28万 | 减仓 |
| CL | Colgate Palmolive | $1,085.16万 | 1.50% | 127,322 | -2 | -0.0% | -$170 | 减仓 |
| AON | AON | $1,105.88万 | 1.53% | 34,261 | 251 | 0.7% | $8.10万 | 加仓 |
| AVGO | Broadcom Ltd. | $1,125.20万 | 1.56% | 36,354 | 36,354 | — | $1,125.20万 | 新建仓 |
| SPY | S P D R S&p 500 Etf | $1,158.39万 | 1.60% | 17,812 | 388 | 2.2% | $25.23万 | 加仓 |
| NVS | Novartis | $1,208.05万 | 1.67% | 79,087 | -1,895 | -2.3% | -$28.95万 | 减仓 |
| ECL | Ecolab | $1,213.55万 | 1.68% | 45,619 | -20,231 | -30.7% | -$538.18万 | 减仓 |
| UL | Unilever | $1,247.69万 | 1.73% | 219,009 | -1,541 | -0.7% | -$8.78万 | 减仓 |
| AZN | Astrazeneca PLC ADR | $1,248.61万 | 1.73% | 63,310 | 63,310 | — | $1,248.61万 | 新建仓 |
| LLY | Lilly Eli & Company | $1,263.53万 | 1.75% | 13,737 | 644 | 4.9% | $59.23万 | 加仓 |
| EAGG | Ishares ESG Aware US Aggregate Bond ETF | $1,324.94万 | 1.83% | 278,642 | 9,388 | 3.5% | $44.64万 | 加仓 |
| CRWD | CrowdStrike Holdings | $1,333.29万 | 1.84% | 34,151 | 752 | 2.3% | $29.36万 | 加仓 |
| VGSH | Vanguard Short-Term Treasury Bond ETF | $1,355.60万 | 1.87% | 231,568 | 62,195 | 36.7% | $364.09万 | 加仓 |
| DLR | Digital Realty Trust | $1,357.64万 | 1.88% | 75,337 | -994 | -1.3% | -$17.91万 | 减仓 |
| NFLX | Netflix Inc | $1,379.17万 | 1.91% | 143,439 | 102,264 | 248.4% | $983.27万 | 加仓 |
| KR | Kroger | $1,411.76万 | 1.95% | 195,102 | 4,619 | 2.4% | $33.42万 | 加仓 |
| CB | Chubb | $1,511.59万 | 2.09% | 46,378 | -443 | -0.9% | -$14.44万 | 减仓 |
| ASML | ASML Holdings NV-NY | $1,544.99万 | 2.14% | 11,697 | -4,063 | -25.8% | -$536.66万 | 减仓 |
| GOOGL | Alphabet Class A | $1,566.24万 | 2.17% | 54,467 | -10,431 | -16.1% | -$299.95万 | 减仓 |
| LIN | Linde | $1,612.04万 | 2.23% | 32,517 | -7,467 | -18.7% | -$370.18万 | 减仓 |
| ADI | Analog Devices | $1,708.78万 | 2.36% | 53,711 | -12,872 | -19.3% | -$409.51万 | 减仓 |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $1,709.76万 | 2.36% | 364,166 | 18,960 | 5.5% | $89.02万 | 加仓 |
| ADP | Automatic Data Processing | $1,775.34万 | 2.46% | 87,378 | 2,901 | 3.4% | $58.94万 | 加仓 |
| ABBV | AbbVie | $1,780.14万 | 2.46% | 81,849 | -673 | -0.8% | -$14.64万 | 减仓 |
| AMZN | Amazon | $2,346.53万 | 3.25% | 112,668 | -417 | -0.4% | -$8.68万 | 减仓 |
| COST | Costco | $2,456.67万 | 3.40% | 24,655 | -243 | -1.0% | -$24.21万 | 减仓 |
| V | VISA | $2,652.19万 | 3.67% | 87,751 | -859 | -1.0% | -$25.96万 | 减仓 |
| MELI | Mercadolibre | $2,657.67万 | 3.68% | 15,371 | 249 | 1.6% | $43.05万 | 加仓 |
| MSFT | Microsoft | $2,717.44万 | 3.76% | 73,410 | 1,692 | 2.4% | $62.63万 | 加仓 |
| TJX | Tjx Companies | $2,745.33万 | 3.80% | 171,906 | -6,778 | -3.8% | -$108.24万 | 减仓 |
| NVDA | Nvidia Corp | $2,811.91万 | 3.89% | 161,234 | 1,186 | 0.7% | $20.68万 | 加仓 |
| GOOG | Alphabet Class C | $2,825.74万 | 3.91% | 98,506 | -10,940 | -10.0% | -$313.82万 | 减仓 |
| SHV | iShares Barclays Short Treasury Bond ETF | $2,940.50万 | 4.07% | 266,374 | 54,854 | 25.9% | $605.53万 | 加仓 |