Birch Hill Investment Advisors LLC
Boston MA · SEC CIK 0001424177
$22.28亿2026Q1 申报市值
195持仓数
40.6%前十大占比 · 第一大 5.1%
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
CLX 加仓+$812.40万
CHWY 加仓+$693.72万
FISV 加仓+$231.06万
WST 加仓+$225.85万
AMZN 加仓+$185.24万
2026Q1 卖出最多 按季末市值估算
INTU 减仓-$3,102.46万
GOOGL 减仓-$1,053.68万
LH 减仓-$573.21万
APH 减仓-$429.15万
TJX 减仓-$325.56万
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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $140.33万 | 0.06% | 31,800 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $140.26万 | 0.06% | 6,104 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $139.20万 | 0.06% | 1,995 | 165 | 9.0% | $11.51万 | 加仓 |
| CRM | SALESFORCE INC | $121.24万 | 0.05% | 6,495 | -1,897 | -22.6% | -$35.41万 | 减仓 |
| VO | VANGUARD INDEX FDS | $120.24万 | 0.05% | 4,187 | 6 | 0.1% | $1,723 | 加仓 |
| TSLA | TESLA INC | $116.17万 | 0.05% | 3,125 | 550 | 21.4% | $20.45万 | 加仓 |
| IDXX | IDEXX LABS INC | $107.32万 | 0.05% | 1,910 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $104.09万 | 0.05% | 10,706 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $103.29万 | 0.05% | 7,888 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $100.95万 | 0.05% | 7,584 | 1,125 | 17.4% | $14.97万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $100.74万 | 0.05% | 17,891 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $99.90万 | 0.04% | 10,155 | -1,355 | -11.8% | -$13.33万 | 减仓 |
| META | META PLATFORMS INC | $96.46万 | 0.04% | 1,686 | -11 | -0.6% | -$6,294 | 减仓 |
| IAU | ISHARES GOLD TR | $93.91万 | 0.04% | 10,652 | 1,000 | 10.4% | $8.82万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $90.84万 | 0.04% | 3,625 | 850 | 30.6% | $21.30万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $90.46万 | 0.04% | 5,471 | -50 | -0.9% | -$8,267 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $86.25万 | 0.04% | 28,761 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $85.76万 | 0.04% | 6,200 | 6,200 | — | $85.76万 | 新建仓 |
| ESGD | ISHARES TR | $83.03万 | 0.04% | 8,683 | 170 | 2.0% | $1.63万 | 加仓 |
| IVW | ISHARES TR | $79.75万 | 0.04% | 7,051 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $79.23万 | 0.04% | 10,500 | -350 | -3.2% | -$2.64万 | 减仓 |
| IVE | ISHARES TR | $79.14万 | 0.04% | 3,748 | 25 | 0.7% | $5,279 | 加仓 |
| FDX | FEDEX CORP | $78.96万 | 0.04% | 2,217 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $77.49万 | 0.03% | 5,831 | 1,599 | 37.8% | $21.25万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $75.79万 | 0.03% | 180 | -35 | -16.3% | -$14.74万 | 减仓 |
| D | DOMINION ENERGY INC | $74.72万 | 0.03% | 12,087 | -500 | -4.0% | -$3.09万 | 减仓 |
| MMM | 3M CO | $73.09万 | 0.03% | 5,033 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $72.48万 | 0.03% | 2,060 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $69.04万 | 0.03% | 2,636 | 15 | 0.6% | $3,929 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $69.00万 | 0.03% | 2,281 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $66.40万 | 0.03% | 14,122 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $65.46万 | 0.03% | 2,344 | 300 | 14.7% | $8.38万 | 加仓 |
| KMX | CARMAX INC | $64.57万 | 0.03% | 15,530 | -770 | -4.7% | -$3.20万 | 减仓 |
| LLY | ELI LILLY & CO | $62.36万 | 0.03% | 678 | 64 | 10.4% | $5.89万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $61.91万 | 0.03% | 6,450 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $61.81万 | 0.03% | 8,495 | -2,910 | -25.5% | -$21.17万 | 减仓 |
| EFG | ISHARES TR | $60.70万 | 0.03% | 5,450 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $60.45万 | 0.03% | 6,500 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $60.25万 | 0.03% | 21,455 | -475 | -2.2% | -$1.33万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $58.10万 | 0.03% | 7,537 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $53.79万 | 0.02% | 1,250 | 10 | 0.8% | $4,303 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.39万 | 0.02% | 3,650 | -836 | -18.6% | -$12.23万 | 减仓 |
| VST | VISTRA CORP | $53.22万 | 0.02% | 3,540 | 330 | 10.3% | $4.96万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $52.87万 | 0.02% | 625 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $52.77万 | 0.02% | 10,512 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $50.43万 | 0.02% | 5,571 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $49.59万 | 0.02% | 1,467 | 252 | 20.7% | $8.52万 | 加仓 |
| SMH | VANECK ETF TRUST | $49.59万 | 0.02% | 1,293 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $48.52万 | 0.02% | 2,559 | -17 | -0.7% | -$3,223 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $44.11万 | 0.02% | 1,537 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $43.33万 | 0.02% | 4,792 | -520 | -9.8% | -$4.70万 | 减仓 |
| MGK | VANGUARD WORLD FD | $42.29万 | 0.02% | 1,151 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $42.26万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $41.98万 | 0.02% | 1,727 | -1,050 | -37.8% | -$25.52万 | 减仓 |
| WFC | WELLS FARGO & CO | $40.43万 | 0.02% | 5,079 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $40.28万 | 0.02% | 2,720 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $39.98万 | 0.02% | 3,299 | 75 | 2.3% | $9,089 | 加仓 |
| ANET | ARISTA NETWORKS INC | $37.21万 | 0.02% | 3,031 | 1,425 | 88.7% | $17.49万 | 加仓 |
| AVY | AVERY DENNISON CORP | $35.93万 | 0.02% | 2,081 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $35.63万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $35.45万 | 0.02% | 4,382 | -1,600 | -26.7% | -$12.94万 | 减仓 |
| PPG | PPG INDS INC | $35.43万 | 0.02% | 3,315 | -518 | -13.5% | -$5.54万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.07万 | 0.02% | 5,782 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $34.83万 | 0.02% | 2,215 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $34.40万 | 0.02% | 1,522 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $33.29万 | 0.01% | 4,291 | -478 | -10.0% | -$3.71万 | 减仓 |
| QCOM | QUALCOMM INC | $32.48万 | 0.01% | 2,522 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $30.79万 | 0.01% | 1,871 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $30.14万 | 0.01% | 7,484 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $29.51万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $29.30万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.90万 | 0.01% | 1,344 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $28.59万 | 0.01% | 3,200 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $28.07万 | 0.01% | 9,681 | 50 | 0.5% | $1,449 | 加仓 |
| CSX | CSX CORP | $27.50万 | 0.01% | 6,700 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $27.25万 | 0.01% | 9,260 | 400 | 4.5% | $1.18万 | 加仓 |
| MLPX | GLOBAL X FDS | $27.09万 | 0.01% | 3,666 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $27.05万 | 0.01% | 620 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC | $26.86万 | 0.01% | 39,100 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $26.08万 | 0.01% | 8,500 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $26.06万 | 0.01% | 875 | 275 | 45.8% | $8.19万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.16万 | 0.01% | 1,237 | -575 | -31.7% | -$11.70万 | 减仓 |
| IWO | ISHARES TR | $25.10万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $24.73万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $24.47万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $24.32万 | 0.01% | 758 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $23.61万 | 0.01% | 32,300 | 32,300 | — | $23.61万 | 新建仓 |
| ROST | ROSS STORES INC | $23.57万 | 0.01% | 1,088 | 1,088 | — | $23.57万 | 新建仓 |
| IWV | ISHARES TR | $23.35万 | 0.01% | 630 | -20 | -3.1% | -$7,414 | 减仓 |
| WELL | WELLTOWER INC | $22.78万 | 0.01% | 1,152 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $21.14万 | 0.01% | 4,000 | -6,593 | -62.2% | -$34.84万 | 减仓 |
| ACWX | ISHARES TR | $20.75万 | 0.01% | 3,030 | 3,030 | — | $20.75万 | 新建仓 |
| SYY | SYSCO CORP | $20.46万 | 0.01% | 2,868 | -138 | -4.6% | -$9,844 | 减仓 |
| UL | UNILEVER PLC | $20.25万 | 0.01% | 3,554 | 0 | 0.0% | — | 不变 |
| — | SERA PROGNOSTICS INC | $5.54万 | 0.00% | 27,293 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -21,158 | -100.0% | -$36.50万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -1,012 | -100.0% | -$29.37万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -993 | -100.0% | -$24.07万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$22.44万 | 清仓 |