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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC | $22.31万 | 0.01% | 1,048 | -40 | -3.7% | -$8,514 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $21.85万 | 0.01% | 1,254 | 1,254 | — | $21.85万 | 新建仓 |
| NET | CLOUDFLARE INC | $21.71万 | 0.01% | 885 | -175 | -16.5% | -$4.29万 | 重新持有 |
| UL | UNILEVER PLC | $21.37万 | 0.01% | 3,554 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $21.28万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.28万 | 0.01% | 279 | 279 | — | $21.28万 | 新建仓 |
| IGV | ISHARES TR | $21.11万 | 0.01% | 2,330 | 2,330 | — | $21.11万 | 新建仓 |
| CACI | CACI INTL INC | $20.85万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $20.29万 | 0.01% | 1,450 | 1,450 | — | $20.29万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $16.16万 | 0.01% | 10,000 | 10,000 | — | $16.16万 | 新建仓 |
| — | SERA PROGNOSTICS INC | $4.97万 | 0.00% | 27,293 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -66,581 | -100.0% | -$1,129.61万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,522 | -100.0% | -$34.40万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,681 | -100.0% | -$28.07万 | 清仓 |