Birch Hill Investment Advisors LLC
Boston MA · SEC CIK 0001424177
$24.69亿2026Q2 申报市值
211持仓数
41.7%前十大占比 · 第一大 5.3%
16 / 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
DHR 加仓+$655.96万
NEE 加仓+$521.40万
FISV 加仓+$461.98万
APH 加仓+$384.32万
BBJP 加仓+$336.21万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,129.61万
ALC 减仓-$634.34万
CHWY 减仓-$470.20万
INTU 减仓-$388.48万
GOOGL 减仓-$369.81万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC | $6,837.35万 | 2.77% | 410,233 | -17,326 | -4.1% | -$288.77万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $7,336.80万 | 2.97% | 147,702 | -3,093 | -2.1% | -$153.64万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $7,600.82万 | 3.08% | 194,171 | 4,861 | 2.6% | $190.28万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8,140.95万 | 3.30% | 289,497 | 10,123 | 3.6% | $284.67万 | 加仓 |
| ECL | ECOLAB INC | $8,153.19万 | 3.30% | 292,638 | 3,026 | 1.0% | $84.31万 | 加仓 |
| ASML | ASML HLDG NV | $8,180.58万 | 3.31% | 41,120 | 1,403 | 3.5% | $279.12万 | 加仓 |
| TJX | TJX COS INC NEW | $8,668.68万 | 3.51% | 572,190 | -6,825 | -1.2% | -$103.40万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $9,211.11万 | 3.73% | 186,053 | -2,677 | -1.4% | -$132.53万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.06亿 | 4.28% | 283,554 | 2,938 | 1.0% | $109.59万 | 加仓 |
| AAPL | APPLE INC | $1.06亿 | 4.30% | 367,068 | 5,550 | 1.5% | $160.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.06亿 | 4.31% | 212,583 | -395 | -0.2% | -$19.77万 | 减仓 |
| GOOGL | ALPHABET INC | $1.12亿 | 4.55% | 314,665 | -10,348 | -3.2% | -$369.81万 | 减仓 |
| APH | AMPHENOL CORP | $1.27亿 | 5.14% | 719,908 | 21,797 | 3.1% | $384.32万 | 加仓 |
| AMZN | AMAZON COM INC | $1.30亿 | 5.28% | 546,745 | -2,366 | -0.4% | -$56.39万 | 减仓 |