Minot DeBlois Advisors LLC
Boston MA · SEC CIK 0001475933
$1.10亿2026Q1 申报市值
226持仓数
42.1%前十大占比 · 第一大 9.0%
3 / 20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
VOO 加仓+$109.06万
TIP 加仓+$17.16万
ADBE 加仓+$16.63万
AAPL 加仓+$13.20万
NVDA 加仓+$12.73万
2026Q1 卖出最多 按季末市值估算
VGIT 减仓-$75.82万
GOOG 减仓-$37.66万
ASML 减仓-$23.91万
VCSH 减仓-$14.05万
INTC 减仓-$12.50万
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 |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP COM | $7,235 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9 | $7,297 | 0.01% | 37 | 37 | — | $7,297 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $7,670 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR TRANSATLANTIC DE | $7,709 | 0.01% | 200 | 50 | 33.3% | $1,927 | 加仓 |
| V | VISA INC | $8,275 | 0.01% | 27 | -5 | -15.6% | -$1,532 | 减仓 |
| XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $9,968 | 0.01% | 75 | -25 | -25.0% | -$3,323 | 减仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $1.15万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE &CO. COM | $1.18万 | 0.01% | 40 | -10 | -20.0% | -$2,942 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.22万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | $1.25万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS | $1.25万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1.43万 | 0.01% | 148 | 148 | — | $1.43万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1.46万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $1.49万 | 0.01% | 44 | 0 | 0.0% | — | 重新持有 |
| VIOO | VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS | $1.49万 | 0.01% | 130 | -50 | -27.8% | -$5,742 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $1.99万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL ENERGY ETF | $2.02万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 | $2.03万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $2.18万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| CW | CURTISS-WRIGHT CORP | $2.18万 | 0.02% | 32 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $2.41万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS INTERMED TERM | $2.47万 | 0.02% | 320 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD UTILITIES ETF | $2.70万 | 0.02% | 136 | 0 | 0.0% | — | 重新持有 |
| IJR | ISHARES CORE S&P SMALL-CAP E | $2.70万 | 0.02% | 217 | -25 | -10.3% | -$3,111 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $2.70万 | 0.02% | 400 | -35 | -8.0% | -$2,364 | 减仓 |
| NKE | NIKE INC CLASS B COM NPV | $2.72万 | 0.02% | 515 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP COM | $2.76万 | 0.03% | 28 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF | $2.87万 | 0.03% | 306 | 0 | 0.0% | — | 重新持有 |
| GSK | GSK PLC SPON ADS EACH REP 2 ORD SHS | $3.31万 | 0.03% | 600 | 520 | 650.0% | $2.87万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $3.45万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW COM | $3.89万 | 0.04% | 489 | 302 | 161.5% | $2.40万 | 加仓 |
| MRK | MERCK &CO. INC COM | $4.01万 | 0.04% | 333 | 233 | 233.0% | $2.81万 | 加仓 |
| INTC | INTEL CORP COM USD0.001 | $4.04万 | 0.04% | 915 | -2,832 | -75.6% | -$12.50万 | 减仓 |
| AVUS | AVANTIS US EQUITY ETF | $4.69万 | 0.04% | 421 | 0 | 0.0% | — | 重新持有 |
| AZO | AUTOZONE INC COM USD0.01 | $4.73万 | 0.04% | 14 | 0 | 0.0% | — | 重新持有 |
| GEV | GE VERNOVA INC COM | $4.80万 | 0.04% | 55 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $4.88万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| ERIC | ERICSSON(L.M.)(TELEF ONAKTIEBOLAGET) ADR EACH REP 1 ORD B SEK1 | $4.90万 | 0.04% | 4,350 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD CONSUM DIS ETF | $4.95万 | 0.04% | 138 | 0 | 0.0% | — | 重新持有 |
| CL | COLGATE-PALMOLIVE CO COM | $5.11万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND | $5.26万 | 0.05% | 174 | 169 | 3,380.0% | $5.11万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $5.33万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF | $5.55万 | 0.05% | 949 | 865 | 1,029.8% | $5.06万 | 加仓 |
| GNR | SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $5.60万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR MSCI USA MIN VOL | $5.64万 | 0.05% | 608 | 43 | 7.6% | $3,985 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | $5.68万 | 0.05% | 736 | 0 | 0.0% | — | 重新持有 |
| GE | GE AEROSPACE COM NEW | $5.68万 | 0.05% | 200 | 0 | 0.0% | — | 不变 |
| STT | STATE STREET CORP | $6.01万 | 0.05% | 475 | -25 | -5.0% | -$3,164 | 减仓 |
| VIS | VANGUARD FD INDUSTRIAL ETF | $6.03万 | 0.05% | 193 | 0 | 0.0% | — | 重新持有 |
| VFH | VANGUARD WORLD FD FINANCIALS ETF | $6.04万 | 0.05% | 500 | -380 | -43.2% | -$4.59万 | 重新持有 |
| IYF | ISHARES US FINANCIALS ETF | $6.28万 | 0.06% | 534 | 0 | 0.0% | — | 重新持有 |
| HD | HOME DEPOT INC | $6.74万 | 0.06% | 205 | 92 | 81.4% | $3.02万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $6.75万 | 0.06% | 272 | 247 | 988.0% | $6.13万 | 加仓 |
| MRSH | MARSH COMMON STOCK | $6.94万 | 0.06% | 400 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD CONSUM STP ETF | $7.34万 | 0.07% | 327 | 0 | 0.0% | — | 重新持有 |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $7.39万 | 0.07% | 499 | 149 | 42.6% | $2.21万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | $7.54万 | 0.07% | 116 | 0 | 0.0% | — | 重新持有 |
| VHT | VANGUARD WORLD FD HEALTH CAR ETF | $8.14万 | 0.07% | 299 | 0 | 0.0% | — | 重新持有 |
| MOAT | VANECK ETF TRUST MRNGSTR WDE MOAT | $8.22万 | 0.07% | 850 | -285 | -25.1% | -$2.76万 | 重新持有 |
| IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $8.60万 | 0.08% | 950 | -150 | -13.6% | -$1.36万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD TR BLOOMBERG PRICIN | $8.61万 | 0.08% | 1,000 | -324 | -24.5% | -$2.79万 | 重新持有 |
| VTIP | VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX | $10.19万 | 0.09% | 2,041 | 0 | 0.0% | — | 不变 |
| — | VOLVO(AB) SER B NPV ISIN #SE0000115446 SEDOL #B1QH830 | $10.74万 | 0.10% | 3,350 | -400 | -10.7% | -$1.28万 | 减仓 |
| KO | COCA-COLA CO | $11.03万 | 0.10% | 1,450 | -25 | -1.7% | -$1,901 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE INDEX FUND | $11.31万 | 0.10% | 555 | 0 | 0.0% | — | 重新持有 |
| GOOGL | ALPHABET INC CAP STK CL A | $12.93万 | 0.12% | 450 | 20 | 4.7% | $5,747 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | $13.66万 | 0.12% | 285 | -5 | -1.7% | -$2,396 | 减仓 |
| IBB | ISHARES TR ISHARES BIOTECH | $14.35万 | 0.13% | 850 | -175 | -17.1% | -$2.95万 | 减仓 |
| JBL | JABIL INC COM | $16.34万 | 0.15% | 615 | -20 | -3.1% | -$5,313 | 减仓 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $17.44万 | 0.16% | 250 | -145 | -36.7% | -$10.12万 | 重新持有 |
| IBM | INTERNATIONAL BUS MACH CORP COM USD0.20 | $19.86万 | 0.18% | 819 | -100 | -10.9% | -$2.42万 | 减仓 |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $23.28万 | 0.21% | 4,100 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF | $24.82万 | 0.23% | 3,000 | 100 | 3.4% | $8,275 | 加仓 |
| ADBE | ADOBE INC COM | $29.58万 | 0.27% | 1,217 | 684 | 128.3% | $16.63万 | 加仓 |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | $30.07万 | 0.27% | 2,987 | 1,000 | 50.3% | $10.07万 | 重新持有 |
| IXN | ISHARES GLOBAL TECH ETF | $34.49万 | 0.31% | 3,450 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM USD0.001 | $42.76万 | 0.39% | 4,090 | 355 | 9.5% | $3.71万 | 加仓 |
| GIS | GENERAL MILLS INC COM USD0.10 | $43.05万 | 0.39% | 11,566 | 1,533 | 15.3% | $5.71万 | 加仓 |
| BXP | BXP INC COM | $43.61万 | 0.40% | 8,403 | 501 | 6.3% | $2.60万 | 加仓 |
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $44.71万 | 0.41% | 1,024 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD SHS | $44.77万 | 0.41% | 3,082 | 75 | 2.5% | $1.09万 | 加仓 |
| FTV | FORTIVE CORP COM | $44.81万 | 0.41% | 8,105 | 152 | 1.9% | $8,403 | 加仓 |
| EL | ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A | $49.34万 | 0.45% | 6,875 | -255 | -3.6% | -$1.83万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC CL B | $52.91万 | 0.48% | 5,378 | 263 | 5.1% | $2.59万 | 加仓 |
| CNI | CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632 | $53.37万 | 0.48% | 5,193 | 61 | 1.2% | $6,269 | 加仓 |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | $54.94万 | 0.50% | 7,007 | -733 | -9.5% | -$5.75万 | 减仓 |
| MCD | MCDONALD S CORP | $55.02万 | 0.50% | 1,770 | 55 | 3.2% | $1.71万 | 加仓 |
| ALC | ALCON INC | $56.87万 | 0.52% | 7,547 | 375 | 5.2% | $2.83万 | 加仓 |
| SBUX | STARBUCKS CORP COM USD0.001 | $57.68万 | 0.52% | 6,439 | 24 | 0.4% | $2,150 | 加仓 |
| ZTS | ZOETIS INC | $57.96万 | 0.53% | 4,903 | 458 | 10.3% | $5.41万 | 加仓 |
| SHEL | SHELL PLC SPON ADS EA REP 2 ORD SHS | $58.66万 | 0.53% | 6,307 | 53 | 0.8% | $4,929 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $60.06万 | 0.54% | 13,278 | 1,156 | 9.5% | $5.23万 | 加仓 |
| — | LVMH MOET HENNESSY LOUIS VUITTON ADR | $63.59万 | 0.58% | 5,821 | 40 | 0.7% | $4,370 | 加仓 |
| BHP | BHP GROUP LTD SPON ADS EACH REP 2 ORD SHS | $64.64万 | 0.59% | 8,886 | 343 | 4.0% | $2.50万 | 加仓 |
| BX | BLACKSTONE INC | $65.46万 | 0.59% | 5,692 | 246 | 4.5% | $2.83万 | 加仓 |
| MKC | MCCORMICK &COMPANY INC COM NPV | $68.15万 | 0.62% | 13,512 | 591 | 4.6% | $2.98万 | 加仓 |
| NTR | NUTRIEN LTD COM NPV ISIN #CA67077M1086 SEDOL #BDRJLN0 | $68.19万 | 0.62% | 9,037 | 5 | 0.1% | $377 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC ISIN #CA7751092007 SEDOL #2169051 | $70.49万 | 0.64% | 18,333 | 161 | 0.9% | $6,191 | 加仓 |
| XYL | XYLEM INC COM USD0.01 | $74.33万 | 0.67% | 6,220 | 423 | 7.3% | $5.05万 | 加仓 |
| ICLN | ISHARES TR GL CLEAN ENE ETF | $75.05万 | 0.68% | 41,035 | 1,830 | 4.7% | $3.35万 | 加仓 |