ZEVIN ASSET MANAGEMENT LLC
BOSTON MA · SEC CIK 0001394096
$7.13亿2026Q2 申报市值
97持仓数
37.3%前十大占比 · 第一大 4.7%
5 / 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
Siemens Energy 新建仓+$652.10万
VGSH 加仓+$87.79万
AMD 新建仓+$24.28万
DSI 新建仓+$21.86万
CAT 新建仓+$21.30万
2026Q2 卖出最多 按季末市值估算
HDB 清仓-$792.67万
KR 减仓-$581.38万
CRWD 减仓-$544.95万
CL 减仓-$514.30万
V 减仓-$494.74万
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 | $3,358.52万 | 4.71% | 116,067 | -7,326 | -5.9% | -$211.99万 | 减仓 |
| GOOG | Alphabet Class C | $3,323.88万 | 4.66% | 94,073 | -4,433 | -4.5% | -$156.63万 | 减仓 |
| NVDA | Nvidia Corp | $2,918.87万 | 4.10% | 145,878 | -15,356 | -9.5% | -$307.26万 | 减仓 |
| SHV | iShares Barclays Short Treasury Bond ETF | $2,703.06万 | 3.79% | 244,953 | -21,421 | -8.0% | -$236.38万 | 减仓 |
| MSFT | Microsoft | $2,548.35万 | 3.58% | 68,317 | -5,093 | -6.9% | -$189.98万 | 减仓 |
| V | VISA | $2,515.92万 | 3.53% | 73,331 | -14,420 | -16.4% | -$494.74万 | 减仓 |
| MELI | Mercadolibre | $2,494.47万 | 3.50% | 14,696 | -675 | -4.4% | -$114.57万 | 减仓 |
| TJX | Tjx Companies | $2,327.14万 | 3.27% | 153,607 | -18,299 | -10.6% | -$277.23万 | 减仓 |
| AMZN | Amazon | $2,298.36万 | 3.22% | 96,432 | -16,236 | -14.4% | -$386.97万 | 减仓 |
| ASML | ASML Holdings NV-NY | $2,126.85万 | 2.98% | 10,691 | -1,006 | -8.6% | -$200.13万 | 减仓 |
| CRWD | CrowdStrike Holdings | $2,061.20万 | 2.89% | 27,010 | -7,141 | -20.9% | -$544.95万 | 减仓 |
| ADI | Analog Devices | $1,990.12万 | 2.79% | 50,107 | -3,604 | -6.7% | -$143.14万 | 减仓 |
| ABBV | AbbVie | $1,934.91万 | 2.71% | 76,892 | -4,957 | -6.1% | -$124.74万 | 减仓 |
| ADP | Automatic Data Processing | $1,854.03万 | 2.60% | 82,788 | -4,590 | -5.3% | -$102.79万 | 减仓 |
| COST | Costco | $1,827.24万 | 2.56% | 19,533 | -5,122 | -20.8% | -$479.14万 | 减仓 |
| GOOGL | Alphabet Class A | $1,698.84万 | 2.38% | 47,537 | -6,930 | -12.7% | -$247.66万 | 减仓 |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $1,634.68万 | 2.29% | 349,217 | -14,949 | -4.1% | -$69.98万 | 减仓 |
| LIN | Linde | $1,633.37万 | 2.29% | 31,475 | -1,042 | -3.2% | -$54.07万 | 减仓 |
| LLY | Lilly Eli & Company | $1,475.30万 | 2.07% | 12,300 | -1,437 | -10.5% | -$172.36万 | 减仓 |
| VGSH | Vanguard Short-Term Treasury Bond ETF | $1,435.52万 | 2.01% | 246,652 | 15,084 | 6.5% | $87.79万 | 加仓 |
| CB | Chubb | $1,400.05万 | 1.96% | 41,089 | -5,289 | -11.4% | -$180.22万 | 减仓 |
| DDOG | Datadog Inc | $1,288.31万 | 1.81% | 49,482 | -18,213 | -26.9% | -$474.19万 | 减仓 |
| AVGO | Broadcom Ltd. | $1,278.86万 | 1.79% | 33,855 | -2,499 | -6.9% | -$94.40万 | 减仓 |
| EAGG | Ishares ESG Aware US Aggregate Bond ETF | $1,249.02万 | 1.75% | 263,451 | -15,191 | -5.5% | -$72.02万 | 减仓 |
| DLR | Digital Realty Trust | $1,238.43万 | 1.74% | 68,963 | -6,374 | -8.5% | -$114.46万 | 减仓 |
| ECL | Ecolab | $1,202.51万 | 1.69% | 43,161 | -2,458 | -5.4% | -$68.48万 | 减仓 |
| SPY | S P D R S&p 500 Etf | $1,167.35万 | 1.64% | 15,632 | -2,180 | -12.2% | -$162.80万 | 减仓 |
| NVS | Novartis | $1,164.29万 | 1.63% | 74,291 | -4,796 | -6.1% | -$75.16万 | 减仓 |
| AZN | Astrazeneca PLC ADR | $1,112.66万 | 1.56% | 58,678 | -4,632 | -7.3% | -$87.83万 | 减仓 |
| AON | AON | $1,111.79万 | 1.56% | 33,519 | -742 | -2.2% | -$24.61万 | 减仓 |
| EMR | Emerson Electric | $1,089.07万 | 1.53% | 76,079 | -4,216 | -5.3% | -$60.35万 | 减仓 |
| PNC | PNC | $1,074.94万 | 1.51% | 43,658 | -6,846 | -13.6% | -$168.56万 | 减仓 |
| CDNS | Cadence Design Sys | $905.90万 | 1.27% | 24,137 | -1,785 | -6.9% | -$66.99万 | 减仓 |
| PLD | Prologis Inc. | $904.25万 | 1.27% | 66,749 | -3,766 | -5.3% | -$51.02万 | 减仓 |
| NFLX | Netflix Inc | $903.18万 | 1.27% | 126,496 | -16,943 | -11.8% | -$120.97万 | 减仓 |
| UL | Unilever | $873.98万 | 1.23% | 145,372 | -73,637 | -33.6% | -$442.71万 | 减仓 |
| WCN | Waste Connections Inc | $752.70万 | 1.06% | 45,156 | -4,718 | -9.5% | -$78.64万 | 减仓 |
| TRU | Transunion | $728.83万 | 1.02% | 101,030 | -9,604 | -8.7% | -$69.28万 | 减仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $707.32万 | 0.99% | 139,841 | 1,207 | 0.9% | $6.11万 | 加仓 |
| CL | Colgate Palmolive | $652.98万 | 0.92% | 71,224 | -56,098 | -44.1% | -$514.30万 | 减仓 |
| — | Siemens Energy | $652.10万 | 0.91% | 170,974 | 170,974 | — | $652.10万 | 新建仓 |
| HD | Home Depot | $628.16万 | 0.88% | 17,811 | -2,916 | -14.1% | -$102.84万 | 减仓 |
| SPGI | S&P Global Inc | $568.56万 | 0.80% | 13,961 | -1,181 | -7.8% | -$48.10万 | 减仓 |
| KR | Kroger | $502.02万 | 0.70% | 90,406 | -104,696 | -53.7% | -$581.38万 | 减仓 |
| NGG | National Grid Plc Adr | $468.93万 | 0.66% | 56,586 | -9,111 | -13.9% | -$75.50万 | 减仓 |
| ACN | Accenture Ltd | $334.26万 | 0.47% | 26,861 | -467 | -1.7% | -$5.81万 | 减仓 |
| AMAT | Applied Materials | $259.34万 | 0.36% | 3,587 | -131 | -3.5% | -$9.47万 | 减仓 |
| EXPD | Expeditors | $232.51万 | 0.33% | 14,266 | 0 | 0.0% | — | 不变 |
| DHR | Danaher | $209.84万 | 0.29% | 11,016 | -4,785 | -30.3% | -$91.15万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $178.64万 | 0.25% | 2,601 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Inc Com | $117.91万 | 0.17% | 3,256 | 0 | 0.0% | — | 不变 |
| IEF | ishares Barclays 7-10 Year ETF | $116.48万 | 0.16% | 12,317 | -805 | -6.1% | -$7.61万 | 减仓 |
| ESGV | Vanguard ESG US Stock ETF | $116.46万 | 0.16% | 8,807 | -27 | -0.3% | -$3,570 | 减仓 |
| DLN | WisdomTree U.S. LargeCap Dividend | $108.84万 | 0.15% | 11,300 | 0 | 0.0% | — | 不变 |
| BGRN | iShares Global Green Bond ETF | $97.58万 | 0.14% | 20,555 | -56 | -0.3% | -$2,658 | 减仓 |
| PG | Procter & Gamble Co | $89.42万 | 0.13% | 6,098 | -498 | -7.6% | -$7.30万 | 减仓 |
| ABT | Abbott Laboratories | $85.81万 | 0.12% | 9,457 | -412 | -4.2% | -$3.74万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $78.33万 | 0.11% | 6,916 | 0 | 0.0% | — | 不变 |
| MUB | iShares Natnl AMT Free Muni Bond ETF | $76.53万 | 0.11% | 7,111 | -368 | -4.9% | -$3.96万 | 减仓 |
| MRK | Merck & Co Inc New | $68.34万 | 0.10% | 5,318 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology Inc | $52.52万 | 0.07% | 455 | -680 | -59.9% | -$78.49万 | 重新持有 |
| CSCO | Cisco Systems Inc | $50.61万 | 0.07% | 4,309 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc. | $50.61万 | 0.07% | 4,006 | 0 | 0.0% | — | 不变 |
| MCD | Mc Donalds Corp | $50.60万 | 0.07% | 1,872 | 0 | 0.0% | — | 不变 |
| KO | Coca Cola Company | $50.28万 | 0.07% | 6,187 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Trust | $50.15万 | 0.07% | 681 | -802 | -54.1% | -$59.06万 | 减仓 |
| VSGX | Vanguard ESG Intl Stock | $49.47万 | 0.07% | 6,008 | -17 | -0.3% | -$1,400 | 减仓 |
| VGIT | Vanguard Intermediate Treasury | $48.97万 | 0.07% | 8,303 | 518 | 6.7% | $3.06万 | 加仓 |
| BRK/B | Berkshire Hathawayinc Del Cl B New | $44.99万 | 0.06% | 899 | 0 | 0.0% | — | 不变 |
| MMM | 3m Company Com | $43.62万 | 0.06% | 2,694 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors | $43.45万 | 0.06% | 1,033 | -50 | -4.6% | -$2.10万 | 减仓 |
| VPU | Vanguard Utilities ETF | $42.85万 | 0.06% | 2,189 | 0 | 0.0% | — | 不变 |
| IEI | Ishares 3-7 Year Treasury Bond | $42.78万 | 0.06% | 3,642 | -204 | -5.3% | -$2.40万 | 减仓 |
| BY | Byline Bancorp Inc | $40.01万 | 0.06% | 10,624 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Incorporated | $39.33万 | 0.06% | 2,905 | 0 | 0.0% | — | 不变 |
| BNS | Bank of Nova Scotia | $38.12万 | 0.05% | 4,390 | 0 | 0.0% | — | 不变 |
| SUSA | iShares MSCI USA ESG Select | $37.28万 | 0.05% | 2,416 | -509 | -17.4% | -$7.85万 | 减仓 |
| IVV | Ishares Tr S&p 500 Index Fund | $36.10万 | 0.05% | 482 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Incorporated | $35.26万 | 0.05% | 14,641 | 0 | 0.0% | — | 不变 |
| GWW | Grainger Ww Inc. | $33.47万 | 0.05% | 246 | 0 | 0.0% | — | 不变 |
| BEP | Brookfield Renewable Energy Partners LP | $32.93万 | 0.05% | 9,483 | 0 | 0.0% | — | 不变 |
| JPM | Jpmorgan Chase & Co | $31.36万 | 0.04% | 958 | -29 | -2.9% | -$9,493 | 减仓 |
| GSY | Invesco Ultrashort Duration | $29.59万 | 0.04% | 5,900 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp Com | $29.55万 | 0.04% | 2,161 | -608 | -22.0% | -$8.31万 | 减仓 |
| BNDX | Vanguard Total Intl. Bond Fund | $28.45万 | 0.04% | 5,875 | 545 | 10.2% | $2.64万 | 加仓 |
| TD | Toronto-Dominion Bank | $26.76万 | 0.04% | 2,204 | 0 | 0.0% | — | 不变 |
| AB | Alliance Bernstein Hldg Unit Ltd Partn | $26.41万 | 0.04% | 7,499 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson And Johnson Com | $26.36万 | 0.04% | 1,038 | 0 | 0.0% | — | 不变 |
| SO | Southern Co. | $25.36万 | 0.04% | 2,650 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices Inc. | $24.28万 | 0.03% | 418 | 418 | — | $24.28万 | 新建仓 |
| ORLY | O Reilly Automotive Inc. | $23.48万 | 0.03% | 2,550 | 0 | 0.0% | — | 不变 |
| DSI | Ishares Tr Kld 400 Social Index Fund | $21.86万 | 0.03% | 1,535 | 1,535 | — | $21.86万 | 新建仓 |
| VWOB | Vanguard Emerging Markets Gov Bond | $21.37万 | 0.03% | 3,178 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc | $21.30万 | 0.03% | 200 | 200 | — | $21.30万 | 新建仓 |
| SUB | iShares Short-Term National Muni Bond ETF | $20.89万 | 0.03% | 1,962 | 0 | 0.0% | — | 不变 |
| IBM | Int'l Business Machines Corp | $20.87万 | 0.03% | 742 | -517 | -41.1% | -$14.54万 | 重新持有 |
| IYW | iShares US Technology ETF | $20.58万 | 0.03% | 816 | 816 | — | $20.58万 | 新建仓 |
| HDB | HDFC Bank | $0 | 0.00% | 0 | -318,597 | -100.0% | -$792.67万 | 清仓 |
| — | Telefonica Sa Spain Adr | $0 | 0.00% | 0 | -53,575 | -100.0% | -$23.25万 | 清仓 |
| GSK | GSK PLC ADR | $0 | 0.00% | 0 | -3,647 | -100.0% | -$20.13万 | 清仓 |