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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $133.83万 | 0.05% | 3,182 | 57 | 1.8% | $2.40万 | 加仓 |
| WM | WASTE MGMT INC DEL | $133.04万 | 0.05% | 5,969 | -135 | -2.2% | -$3.01万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $131.23万 | 0.05% | 17,891 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $130.67万 | 0.05% | 11,537 | -372 | -3.1% | -$4.21万 | 减仓 |
| META | META PLATFORMS INC | $127.70万 | 0.05% | 2,267 | 581 | 34.5% | $32.73万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $127.48万 | 0.05% | 2,669 | 1,202 | 81.9% | $57.41万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $120.03万 | 0.05% | 3,585 | -40 | -1.1% | -$1.34万 | 减仓 |
| IWR | ISHARES TR | $118.11万 | 0.05% | 10,706 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $116.11万 | 0.05% | 10,149 | 2,565 | 33.8% | $29.35万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $102.02万 | 0.04% | 6,500 | 300 | 4.8% | $4.71万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $101.86万 | 0.04% | 9,475 | -680 | -6.7% | -$7.31万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $101.69万 | 0.04% | 7,425 | -7,370 | -49.8% | -$100.93万 | 减仓 |
| IVW | ISHARES TR | $101.24万 | 0.04% | 7,361 | 310 | 4.4% | $4.26万 | 加仓 |
| IDXX | IDEXX LABS INC | $100.55万 | 0.04% | 1,910 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $100.50万 | 0.04% | 2,970 | -2,397 | -44.7% | -$81.11万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $99.85万 | 0.04% | 7,888 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $98.98万 | 0.04% | 5,471 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $98.11万 | 0.04% | 818 | 140 | 20.6% | $16.79万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $95.56万 | 0.04% | 3,208 | 3,208 | — | $95.56万 | 新建仓 |
| IVE | ISHARES TR | $91.46万 | 0.04% | 4,028 | 280 | 7.5% | $6.36万 | 加仓 |
| ESGD | ISHARES TR | $89.27万 | 0.04% | 8,683 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $87.93万 | 0.04% | 15,722 | 1,600 | 11.3% | $8.95万 | 加仓 |
| CRM | SALESFORCE INC | $84.20万 | 0.03% | 5,375 | -1,120 | -17.2% | -$17.55万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $83.47万 | 0.03% | 4,914 | 1,883 | 62.1% | $31.99万 | 加仓 |
| MMM | 3M CO | $81.49万 | 0.03% | 5,033 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $80.70万 | 0.03% | 11,817 | -270 | -2.2% | -$1.84万 | 减仓 |
| IAU | ISHARES GOLD TR | $80.43万 | 0.03% | 10,652 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $79.90万 | 0.03% | 2,636 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $78.58万 | 0.03% | 3,164 | 820 | 35.0% | $20.37万 | 加仓 |
| COMP | COMPASS INC | $78.42万 | 0.03% | 63,600 | 31,300 | 96.9% | $38.59万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $76.11万 | 0.03% | 2,250 | -31 | -1.4% | -$1.05万 | 减仓 |
| KMX | CARMAX INC | $75.55万 | 0.03% | 14,285 | -1,245 | -8.0% | -$6.58万 | 减仓 |
| AMGN | AMGEN INC | $74.60万 | 0.03% | 2,060 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $72.04万 | 0.03% | 27,761 | -1,000 | -3.5% | -$2.60万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $71.30万 | 0.03% | 4,000 | -500 | -11.1% | -$8.91万 | 减仓 |
| FDX | FEDEX CORP | $69.42万 | 0.03% | 2,217 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $67.81万 | 0.03% | 5,450 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $66.92万 | 0.03% | 1,152 | -85 | -6.9% | -$4.94万 | 减仓 |
| NTR | NUTRIEN LTD | $65.15万 | 0.03% | 10,350 | -150 | -1.4% | -$9,442 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $63.21万 | 0.03% | 625 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $59.69万 | 0.02% | 6,150 | -300 | -4.7% | -$2.91万 | 减仓 |
| SMH | VANECK ETF TRUST | $58.60万 | 0.02% | 893 | -400 | -30.9% | -$26.25万 | 减仓 |
| BC | BRUNSWICK CORP | $58.50万 | 0.02% | 6,945 | -1,550 | -18.2% | -$13.06万 | 减仓 |
| VST | VISTRA CORP | $56.16万 | 0.02% | 3,540 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $55.20万 | 0.02% | 2,115 | -14,884 | -87.6% | -$388.48万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $53.96万 | 0.02% | 7,537 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $52.68万 | 0.02% | 1,430 | 180 | 14.4% | $6.63万 | 加仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $52.01万 | 0.02% | 19,610 | 19,610 | — | $52.01万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $50.59万 | 0.02% | 5,755 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $50.40万 | 0.02% | 4,291 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $50.40万 | 0.02% | 6,500 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.00万 | 0.02% | 4,200 | 550 | 15.1% | $6.42万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $48.35万 | 0.02% | 1,537 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $48.05万 | 0.02% | 19,955 | -1,500 | -7.0% | -$3.61万 | 减仓 |
| DSI | ISHARES TR | $46.97万 | 0.02% | 3,299 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $46.60万 | 0.02% | 2,522 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $44.51万 | 0.02% | 10,512 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $42.98万 | 0.02% | 2,720 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $42.19万 | 0.02% | 4,368 | -1,203 | -21.6% | -$11.62万 | 减仓 |
| WFC | WELLS FARGO & CO | $41.97万 | 0.02% | 5,079 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $41.25万 | 0.02% | 4,792 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $40.21万 | 0.02% | 3,315 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $38.85万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $37.02万 | 0.01% | 1,771 | -100 | -5.3% | -$2.09万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $36.62万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $36.20万 | 0.01% | 4,000 | 4,000 | — | $36.20万 | 新建仓 |
| CAVA | CAVA GROUP INC | $34.39万 | 0.01% | 4,382 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $34.18万 | 0.01% | 1,667 | -60 | -3.5% | -$1.23万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $33.52万 | 0.01% | 2,215 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC | $33.49万 | 0.01% | 34,600 | -4,500 | -11.5% | -$4.36万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $33.41万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.32万 | 0.01% | 5,782 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $32.82万 | 0.01% | 875 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $32.79万 | 0.01% | 2,020 | -61 | -2.9% | -$9,903 | 减仓 |
| CSX | CSX CORP | $31.85万 | 0.01% | 6,700 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.80万 | 0.01% | 1,344 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $31.52万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $31.42万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $31.40万 | 0.01% | 9,260 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $31.02万 | 0.01% | 3,125 | 3,125 | — | $31.02万 | 新建仓 |
| DLN | WISDOMTREE TR | $30.82万 | 0.01% | 3,200 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $29.47万 | 0.01% | 1,132 | 1,132 | — | $29.47万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $28.67万 | 0.01% | 7,484 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $28.08万 | 0.01% | 620 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $28.05万 | 0.01% | 758 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $27.18万 | 0.01% | 654 | -186 | -22.1% | -$7.73万 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $26.95万 | 0.01% | 8,500 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $26.93万 | 0.01% | 3,666 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $26.86万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $26.37万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $26.15万 | 0.01% | 1,152 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $25.83万 | 0.01% | 1,400 | 1,400 | — | $25.83万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $24.96万 | 0.01% | 5,533 | 5,533 | — | $24.96万 | 新建仓 |
| KLAC | KLA CORP | $24.44万 | 0.01% | 810 | 810 | — | $24.44万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $24.27万 | 0.01% | 2,630 | 2,630 | — | $24.27万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $24.03万 | 0.01% | 326 | 0 | 0.0% | — | 重新持有 |
| TXN | TEXAS INSTRS INC | $23.85万 | 0.01% | 800 | 800 | — | $23.85万 | 新建仓 |
| ACWX | ISHARES TR | $23.06万 | 0.01% | 3,030 | 0 | 0.0% | — | 不变 |
| GMF | SPDR INDEX SHS FDS | $22.93万 | 0.01% | 1,461 | 1,461 | — | $22.93万 | 新建仓 |
| SYY | SYSCO CORP | $22.72万 | 0.01% | 2,718 | -150 | -5.2% | -$1.25万 | 减仓 |