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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $1.14亿 | 5.13% | 549,111 | 8,894 | 1.6% | $185.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.04亿 | 4.66% | 280,616 | -1,913 | -0.7% | -$70.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.02亿 | 4.58% | 212,978 | -3,807 | -1.8% | -$182.43万 | 减仓 |
| GOOGL | ALPHABET INC | $9,346.06万 | 4.20% | 325,013 | -36,642 | -10.1% | -$1,053.68万 | 减仓 |
| TJX | TJX COS INC NEW | $9,246.87万 | 4.15% | 579,015 | -20,386 | -3.4% | -$325.56万 | 减仓 |
| AAPL | APPLE INC | $9,174.96万 | 4.12% | 361,518 | -1,456 | -0.4% | -$36.95万 | 减仓 |
| APH | AMPHENOL CORP | $8,820.63万 | 3.96% | 698,111 | -33,965 | -4.6% | -$429.15万 | 减仓 |
| ECL | ECOLAB INC | $7,704.26万 | 3.46% | 289,612 | -3,866 | -1.3% | -$102.84万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7,416.01万 | 3.33% | 427,559 | -11,032 | -2.5% | -$191.35万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $6,773.14万 | 3.04% | 188,730 | -4,033 | -2.1% | -$144.74万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6,771.75万 | 3.04% | 279,374 | -3,027 | -1.1% | -$73.37万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,733.60万 | 3.02% | 150,795 | -1,690 | -1.1% | -$75.47万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $5,927.52万 | 2.66% | 740,200 | -3,480 | -0.5% | -$27.87万 | 减仓 |
| KR | KROGER CO | $5,734.88万 | 2.57% | 792,549 | -490 | -0.1% | -$3.55万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $5,495.48万 | 2.47% | 189,310 | -599 | -0.3% | -$17.39万 | 减仓 |
| ASML | ASML HLDG NV | $5,246.00万 | 2.35% | 39,717 | 59 | 0.1% | $7.79万 | 加仓 |
| GOOG | ALPHABET INC | $5,194.26万 | 2.33% | 181,073 | -8,328 | -4.4% | -$238.90万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $4,984.59万 | 2.24% | 200,120 | -740 | -0.4% | -$18.43万 | 减仓 |
| SPGI | S&P GLOBAL INC | $4,500.91万 | 2.02% | 105,819 | -392 | -0.4% | -$16.67万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $4,039.29万 | 1.81% | 161,159 | 9,011 | 5.9% | $225.85万 | 加仓 |
| ADI | ANALOG DEVICES INC | $3,653.93万 | 1.64% | 114,853 | -1,120 | -1.0% | -$35.63万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,491.39万 | 1.57% | 35,039 | -226 | -0.6% | -$22.52万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,224.02万 | 1.45% | 131,894 | -2,547 | -1.9% | -$62.26万 | 减仓 |
| ALC | ALCON AG | $3,120.55万 | 1.40% | 414,141 | -27,694 | -6.3% | -$208.67万 | 减仓 |
| CLX | CLOROX CO DEL | $3,084.03万 | 1.38% | 297,600 | 78,394 | 35.8% | $812.40万 | 加仓 |
| FISV | FISERV INC | $2,952.39万 | 1.33% | 529,103 | 41,408 | 8.5% | $231.06万 | 加仓 |
| PEP | PEPSICO INC | $2,880.24万 | 1.29% | 185,475 | 900 | 0.5% | $13.98万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,867.77万 | 1.29% | 57,394 | -611 | -1.1% | -$30.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,809.52万 | 1.26% | 95,510 | -1,300 | -1.3% | -$38.24万 | 减仓 |
| IVV | ISHARES TR | $2,665.92万 | 1.20% | 40,813 | -195 | -0.5% | -$12.74万 | 减仓 |
| IJR | ISHARES TR | $2,620.85万 | 1.18% | 210,832 | -841 | -0.4% | -$10.45万 | 减仓 |
| GWW | WW GRAINGER INC | $2,321.90万 | 1.04% | 21,286 | -15 | -0.1% | -$1.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,242.96万 | 1.01% | 128,610 | 9,584 | 8.1% | $167.14万 | 加仓 |
| CHWY | CHEWY INC | $1,928.46万 | 0.87% | 714,246 | 256,935 | 56.2% | $693.72万 | 加仓 |
| CSL | CARLISLE COS INC | $1,635.81万 | 0.73% | 49,032 | 1,445 | 3.0% | $48.21万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1,628.10万 | 0.73% | 61,021 | -21,484 | -26.0% | -$573.21万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,562.86万 | 0.70% | 37,502 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1,540.43万 | 0.69% | 165,852 | 7,930 | 5.0% | $73.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,278.05万 | 0.57% | 88,483 | 7,615 | 9.4% | $109.99万 | 加仓 |
| — | EXXON MOBIL CORP | $1,129.61万 | 0.51% | 66,581 | -1,139 | -1.7% | -$19.32万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1,072.60万 | 0.48% | 155,653 | 5,972 | 4.0% | $41.15万 | 加仓 |
| MRK | MERCK & CO INC | $1,068.23万 | 0.48% | 88,805 | -580 | -0.6% | -$6.98万 | 减仓 |
| BAC | BANK AMERICA CORP | $891.69万 | 0.40% | 182,911 | -15,089 | -7.6% | -$73.56万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $819.61万 | 0.37% | 113,945 | -3,312 | -2.8% | -$23.82万 | 减仓 |
| IJH | ISHARES TR | $802.11万 | 0.36% | 118,778 | 64 | 0.1% | $4,322 | 加仓 |
| EFA | ISHARES TR | $786.93万 | 0.35% | 81,018 | 2,766 | 3.5% | $26.87万 | 加仓 |
| AVGO | BROADCOM INC | $772.51万 | 0.35% | 24,959 | 193 | 0.8% | $5.97万 | 加仓 |
| INTU | INTUIT | $734.99万 | 0.33% | 16,999 | -71,754 | -80.8% | -$3,102.46万 | 减仓 |
| RTX | RTX CORPORATION | $713.17万 | 0.32% | 36,971 | -98 | -0.3% | -$1.89万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $704.49万 | 0.32% | 130,341 | 9,200 | 7.6% | $49.73万 | 加仓 |
| KO | COCA COLA CO | $685.80万 | 0.31% | 90,178 | -223 | -0.2% | -$1.70万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $676.94万 | 0.30% | 35,272 | 6,305 | 21.8% | $121.01万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $652.16万 | 0.29% | 101,773 | 24,478 | 31.7% | $156.86万 | 加仓 |
| BXP | BXP INC | $595.51万 | 0.27% | 114,741 | -5,700 | -4.7% | -$29.58万 | 减仓 |
| ABBV | ABBVIE INC | $555.42万 | 0.25% | 25,538 | -437 | -1.7% | -$9.50万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $542.64万 | 0.24% | 102,850 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $533.61万 | 0.24% | 26,263 | -1,305 | -4.7% | -$26.51万 | 减仓 |
| HD | HOME DEPOT INC | $457.78万 | 0.21% | 13,919 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $437.71万 | 0.20% | 22,074 | -1,589 | -6.7% | -$31.51万 | 减仓 |
| V | VISA INC | $435.11万 | 0.20% | 14,396 | 1,441 | 11.1% | $43.55万 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $433.74万 | 0.19% | 324,169 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $407.86万 | 0.18% | 27,725 | -1,100 | -3.8% | -$16.18万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $396.92万 | 0.18% | 46,571 | -1,120 | -2.3% | -$9.55万 | 减仓 |
| EMR | EMERSON ELEC CO | $384.71万 | 0.17% | 29,363 | -100 | -0.3% | -$1.31万 | 减仓 |
| IWM | ISHARES TR | $349.06万 | 0.16% | 14,075 | 25 | 0.2% | $6,200 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $340.17万 | 0.15% | 11,187 | 380 | 3.5% | $11.56万 | 加仓 |
| GNTX | GENTEX CORP | $336.38万 | 0.15% | 153,950 | -14,038 | -8.4% | -$30.67万 | 减仓 |
| MKC | MCCORMICK & CO INC | $333.66万 | 0.15% | 66,150 | -510 | -0.8% | -$2.57万 | 减仓 |
| IJS | ISHARES TR | $305.53万 | 0.14% | 25,794 | 30 | 0.1% | $3,554 | 加仓 |
| CAT | CATERPILLAR INC | $286.50万 | 0.13% | 4,044 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $283.17万 | 0.13% | 5,761 | -5 | -0.1% | -$2,458 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $273.09万 | 0.12% | 9,401 | 330 | 3.6% | $9.59万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $267.22万 | 0.12% | 43,620 | -600 | -1.4% | -$3.68万 | 减仓 |
| IR | INGERSOLL RAND INC | $265.12万 | 0.12% | 33,090 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $264.74万 | 0.12% | 45,929 | -44,628 | -49.3% | -$257.24万 | 减仓 |
| WAB | WABTEC | $262.13万 | 0.12% | 10,489 | -650 | -5.8% | -$16.24万 | 减仓 |
| USB | US BANCORP | $255.47万 | 0.11% | 49,120 | -1,000 | -2.0% | -$5.20万 | 减仓 |
| EEM | ISHARES TR | $251.22万 | 0.11% | 44,237 | 70 | 0.2% | $3,975 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $240.39万 | 0.11% | 14,795 | 5,882 | 66.0% | $95.57万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $239.58万 | 0.11% | 23,335 | -1,190 | -4.9% | -$12.22万 | 减仓 |
| LIN | LINDE PLC | $231.00万 | 0.10% | 4,660 | -156 | -3.2% | -$7.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $229.93万 | 0.10% | 11,113 | -425 | -3.7% | -$8.79万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $228.09万 | 0.10% | 8,763 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $189.92万 | 0.09% | 5,367 | -2,536 | -32.1% | -$89.74万 | 减仓 |
| NKE | NIKE INC | $189.86万 | 0.09% | 35,944 | 1,895 | 5.6% | $10.01万 | 加仓 |
| UNP | UNION PAC CORP | $188.71万 | 0.08% | 7,778 | -255 | -3.2% | -$6.19万 | 减仓 |
| COPX | GLOBAL X FDS | $187.21万 | 0.08% | 24,520 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $185.47万 | 0.08% | 6,536 | 700 | 12.0% | $19.86万 | 加仓 |
| ALLE | ALLEGION PLC | $181.61万 | 0.08% | 12,500 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $181.10万 | 0.08% | 3,215 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $177.15万 | 0.08% | 2,724 | -5 | -0.2% | -$3,252 | 减仓 |
| ABNB | AIRBNB INC | $176.71万 | 0.08% | 13,994 | 400 | 2.9% | $5.05万 | 加仓 |
| MCD | MCDONALDS CORP | $175.47万 | 0.08% | 5,646 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $158.53万 | 0.07% | 7,605 | -275 | -3.5% | -$5.73万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $158.43万 | 0.07% | 2,651 | -40 | -1.5% | -$2.39万 | 减仓 |
| CVS | CVS HEALTH CORP | $152.15万 | 0.07% | 21,185 | -168 | -0.8% | -$1.21万 | 减仓 |
| WMT | WALMART INC | $148.01万 | 0.07% | 11,909 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $147.87万 | 0.07% | 1,694 | 350 | 26.0% | $30.55万 | 加仓 |
| DIS | DISNEY WALT CO | $142.69万 | 0.06% | 14,805 | -2,067 | -12.3% | -$19.92万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $140.35万 | 0.06% | 4,291 | 0 | 0.0% | — | 不变 |