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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $1.30亿 | 5.28% | 546,745 | -2,366 | -0.4% | -$56.39万 | 减仓 |
| APH | AMPHENOL CORP | $1.27亿 | 5.14% | 719,908 | 21,797 | 3.1% | $384.32万 | 加仓 |
| GOOGL | ALPHABET INC | $1.12亿 | 4.55% | 314,665 | -10,348 | -3.2% | -$369.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.06亿 | 4.31% | 212,583 | -395 | -0.2% | -$19.77万 | 减仓 |
| AAPL | APPLE INC | $1.06亿 | 4.30% | 367,068 | 5,550 | 1.5% | $160.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.06亿 | 4.28% | 283,554 | 2,938 | 1.0% | $109.59万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $9,211.11万 | 3.73% | 186,053 | -2,677 | -1.4% | -$132.53万 | 减仓 |
| TJX | TJX COS INC NEW | $8,668.68万 | 3.51% | 572,190 | -6,825 | -1.2% | -$103.40万 | 减仓 |
| ASML | ASML HLDG NV | $8,180.58万 | 3.31% | 41,120 | 1,403 | 3.5% | $279.12万 | 加仓 |
| ECL | ECOLAB INC | $8,153.19万 | 3.30% | 292,638 | 3,026 | 1.0% | $84.31万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8,140.95万 | 3.30% | 289,497 | 10,123 | 3.6% | $284.67万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $7,600.82万 | 3.08% | 194,171 | 4,861 | 2.6% | $190.28万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $7,336.80万 | 2.97% | 147,702 | -3,093 | -2.1% | -$153.64万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $6,837.35万 | 2.77% | 410,233 | -17,326 | -4.1% | -$288.77万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $6,652.22万 | 2.69% | 735,377 | -4,823 | -0.7% | -$43.63万 | 减仓 |
| GOOG | ALPHABET INC | $6,254.37万 | 2.53% | 177,012 | -4,061 | -2.2% | -$143.49万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $5,733.09万 | 2.32% | 159,696 | -1,463 | -0.9% | -$52.52万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $5,381.75万 | 2.18% | 202,695 | 2,575 | 1.3% | $68.37万 | 加仓 |
| ADI | ANALOG DEVICES INC | $4,484.21万 | 1.82% | 112,904 | -1,949 | -1.7% | -$77.41万 | 减仓 |
| KR | KROGER CO | $4,422.30万 | 1.79% | 796,380 | 3,831 | 0.5% | $21.27万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4,173.07万 | 1.69% | 102,467 | -3,352 | -3.2% | -$136.51万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,261.24万 | 1.32% | 34,862 | -177 | -0.5% | -$16.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,215.90万 | 1.30% | 126,625 | -5,269 | -4.0% | -$133.82万 | 减仓 |
| IJR | ISHARES TR | $3,171.24万 | 1.28% | 213,825 | 2,993 | 1.4% | $44.39万 | 加仓 |
| CLX | CLOROX CO DEL | $3,100.97万 | 1.26% | 324,913 | 27,313 | 9.2% | $260.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,089.34万 | 1.25% | 94,380 | -1,130 | -1.2% | -$36.99万 | 减仓 |
| FISV | FISERV INC | $3,057.23万 | 1.24% | 623,289 | 94,186 | 17.8% | $461.98万 | 加仓 |
| IVV | ISHARES TR | $3,052.74万 | 1.24% | 40,764 | -49 | -0.1% | -$3.67万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,952.14万 | 1.20% | 57,479 | 85 | 0.1% | $4.37万 | 加仓 |
| GWW | WW GRAINGER INC | $2,851.94万 | 1.16% | 20,964 | -322 | -1.5% | -$43.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,722.94万 | 1.10% | 136,086 | 7,476 | 5.8% | $149.59万 | 加仓 |
| PEP | PEPSICO INC | $2,503.74万 | 1.01% | 184,915 | -560 | -0.3% | -$7.58万 | 减仓 |
| ALC | ALCON AG | $2,144.55万 | 0.87% | 319,605 | -94,536 | -22.8% | -$634.34万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,977.08万 | 0.80% | 225,257 | 59,405 | 35.8% | $521.40万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,841.95万 | 0.75% | 37,502 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $1,796.95万 | 0.73% | 49,537 | 505 | 1.0% | $18.32万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1,508.44万 | 0.61% | 200,297 | 44,644 | 28.7% | $336.21万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1,429.90万 | 0.58% | 51,068 | -9,953 | -16.3% | -$278.68万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,327.37万 | 0.54% | 90,519 | 2,036 | 2.3% | $29.86万 | 加仓 |
| MRK | MERCK & CO INC | $1,130.44万 | 0.46% | 87,972 | -833 | -0.9% | -$10.70万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,016.67万 | 0.41% | 178,425 | -4,486 | -2.5% | -$25.56万 | 减仓 |
| AVGO | BROADCOM INC | $941.69万 | 0.38% | 24,929 | -30 | -0.1% | -$1.13万 | 减仓 |
| IJH | ISHARES TR | $933.53万 | 0.38% | 121,065 | 2,287 | 1.9% | $17.64万 | 加仓 |
| CHWY | CHEWY INC | $933.30万 | 0.38% | 474,960 | -239,286 | -33.5% | -$470.20万 | 减仓 |
| EFA | ISHARES TR | $858.97万 | 0.35% | 82,689 | 1,671 | 2.1% | $17.36万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $795.50万 | 0.32% | 133,272 | 2,931 | 2.2% | $17.50万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $785.69万 | 0.32% | 110,272 | 8,499 | 8.4% | $60.56万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $772.06万 | 0.31% | 106,993 | -6,952 | -6.1% | -$50.17万 | 减仓 |
| BXP | BXP INC | $735.48万 | 0.30% | 110,916 | -3,825 | -3.3% | -$25.36万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $734.91万 | 0.30% | 34,540 | -732 | -2.1% | -$15.57万 | 减仓 |
| KO | COCA COLA CO | $732.88万 | 0.30% | 90,178 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $704.70万 | 0.29% | 36,996 | 34,437 | 1,345.7% | $655.96万 | 加仓 |
| RTX | RTX CORPORATION | $701.03万 | 0.28% | 36,949 | -22 | -0.1% | -$4,174 | 减仓 |
| ABBV | ABBVIE INC | $640.64万 | 0.26% | 25,459 | -79 | -0.3% | -$1.99万 | 减仓 |
| V | VISA INC | $599.01万 | 0.24% | 17,459 | 3,063 | 21.3% | $105.09万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $588.16万 | 0.24% | 26,263 | 0 | 0.0% | — | 不变 |
| HAYW | HAYWARD HLDGS INC | $526.52万 | 0.21% | 304,169 | -20,000 | -6.2% | -$34.62万 | 减仓 |
| HD | HOME DEPOT INC | $490.19万 | 0.20% | 13,899 | -20 | -0.1% | -$7,054 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $468.17万 | 0.19% | 102,850 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $444.02万 | 0.18% | 31,800 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $429.05万 | 0.17% | 4,029 | -15 | -0.4% | -$1.60万 | 减仓 |
| IWM | ISHARES TR | $425.32万 | 0.17% | 14,156 | 81 | 0.6% | $2.43万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $419.90万 | 0.17% | 45,801 | -770 | -1.7% | -$7.06万 | 减仓 |
| EMR | EMERSON ELEC CO | $407.91万 | 0.17% | 28,495 | -868 | -3.0% | -$12.43万 | 减仓 |
| ORCL | ORACLE CORP | $402.79万 | 0.16% | 27,485 | -240 | -0.9% | -$3.52万 | 减仓 |
| GNTX | GENTEX CORP | $375.84万 | 0.15% | 148,728 | -5,222 | -3.4% | -$13.20万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $369.36万 | 0.15% | 11,177 | -10 | -0.1% | -$3,305 | 减仓 |
| IJS | ISHARES TR | $361.30万 | 0.15% | 26,434 | 640 | 2.5% | $8.75万 | 加仓 |
| MKC | MCCORMICK & CO INC | $313.07万 | 0.13% | 62,092 | -4,058 | -6.1% | -$20.46万 | 减仓 |
| EEM | ISHARES TR | $309.67万 | 0.13% | 45,267 | 1,030 | 2.3% | $7.05万 | 加仓 |
| USB | US BANCORP | $292.46万 | 0.12% | 48,421 | -699 | -1.4% | -$4.22万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $288.83万 | 0.12% | 5,761 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $287.25万 | 0.12% | 7,686 | 1,150 | 17.6% | $42.98万 | 加仓 |
| WAB | WABTEC | $282.78万 | 0.11% | 10,489 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $271.30万 | 0.11% | 33,090 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $269.46万 | 0.11% | 9,191 | -210 | -2.2% | -$6.16万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $258.88万 | 0.10% | 20,804 | -1,270 | -5.8% | -$15.80万 | 减仓 |
| GEV | GE VERNOVA INC | $250.72万 | 0.10% | 2,134 | 440 | 26.0% | $51.69万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $237.01万 | 0.10% | 8,763 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $234.29万 | 0.09% | 40,506 | -5,423 | -11.8% | -$31.37万 | 减仓 |
| CVS | CVS HEALTH CORP | $219.16万 | 0.09% | 21,185 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $216.34万 | 0.09% | 40,735 | -2,885 | -6.6% | -$15.32万 | 减仓 |
| UNP | UNION PAC CORP | $211.56万 | 0.09% | 7,778 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $210.38万 | 0.09% | 23,185 | -150 | -0.6% | -$1.36万 | 减仓 |
| LIN | LINDE PLC | $205.74万 | 0.08% | 3,965 | -695 | -14.9% | -$36.06万 | 减仓 |
| DE | DEERE & CO | $203.94万 | 0.08% | 3,215 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $202.67万 | 0.08% | 2,714 | -10 | -0.4% | -$7,468 | 减仓 |
| VGT | VANGUARD WORLD FD | $202.51万 | 0.08% | 16,944 | 984 | 6.2% | $11.76万 | 加仓 |
| COPX | GLOBAL X FDS | $188.73万 | 0.08% | 24,520 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $183.73万 | 0.07% | 19,089 | 4,284 | 28.9% | $41.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $181.07万 | 0.07% | 2,636 | -15 | -0.6% | -$1.03万 | 减仓 |
| ABNB | AIRBNB INC | $176.84万 | 0.07% | 12,358 | -1,636 | -11.7% | -$23.41万 | 减仓 |
| ALLE | ALLEGION PLC | $175.61万 | 0.07% | 12,500 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $175.09万 | 0.07% | 10,563 | -550 | -4.9% | -$9.12万 | 减仓 |
| DOV | DOVER CORP | $163.28万 | 0.07% | 7,280 | -325 | -4.3% | -$7.29万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $159.02万 | 0.06% | 4,291 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $153.58万 | 0.06% | 8,061 | 2,230 | 38.2% | $42.49万 | 加仓 |
| MCD | MCDONALDS CORP | $151.81万 | 0.06% | 5,616 | -30 | -0.5% | -$8,109 | 减仓 |
| NKE | NIKE INC | $147.95万 | 0.06% | 36,041 | 97 | 0.3% | $3,982 | 加仓 |
| VO | VANGUARD INDEX FDS | $134.94万 | 0.05% | 16,748 | 0 | 0.0% | — | 不变 |