13F 机构持仓

Minot DeBlois Advisors LLC

Boston MA · SEC CIK 0001475933

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.16亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VCSH 9.0%
VOO 4.7%
VGIT 4.6%
IEMG 4.0%
TIP 3.9%
GOOG 3.9%
AAPL 3.5%
VB 3.1%
NVDA 2.7%
MSFT 2.6%

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
VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND $5.68万0.05%736 00.0% — 重新持有
USMV ISHARES TR MSCI USA MIN VOL $5.64万0.05%608 437.6% $3,985 加仓
GNR SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF $5.60万0.05%750 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF $5.55万0.05%949 8651,029.8% $5.06万 加仓
SWK STANLEY BLACK & DECKER INC $5.33万0.05%750 00.0% — 不变
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND $5.26万0.05%174 1693,380.0% $5.11万 加仓
CL COLGATE-PALMOLIVE CO COM $5.11万0.05%600 00.0% — 不变
VCR VANGUARD WORLD FD CONSUM DIS ETF $4.95万0.04%138 00.0% — 重新持有
ERIC ERICSSON(L.M.)(TELEF ONAKTIEBOLAGET) ADR EACH REP 1 ORD B SEK1 $4.90万0.04%4,350 00.0% — 不变
BAC BANK AMERICA CORP COM $4.88万0.04%1,000 00.0% — 不变
GEV GE VERNOVA INC COM $4.80万0.04%55 00.0% — 不变
AZO AUTOZONE INC COM USD0.01 $4.73万0.04%14 00.0% — 重新持有
AVUS AVANTIS US EQUITY ETF $4.69万0.04%421 00.0% — 重新持有
INTC INTEL CORP COM USD0.001 $4.04万0.04%915 -2,832-75.6% -$12.50万 减仓
MRK MERCK &CO. INC COM $4.01万0.04%333 233233.0% $2.81万 加仓
WFC WELLS FARGO CO NEW COM $3.89万0.04%489 302161.5% $2.40万 加仓
NAD NUVEEN QUALITY MUNCP INCOME FD COM $3.45万0.03%3,000 00.0% — 不变
GSK GSK PLC SPON ADS EACH REP 2 ORD SHS $3.31万0.03%600 520650.0% $2.87万 加仓
VONV VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 VALUE IDX FD ETF $2.87万0.03%306 00.0% — 重新持有
COST COSTCO WHOLESALE CORP COM $2.76万0.03%28 00.0% — 不变
NKE NIKE INC CLASS B COM NPV $2.72万0.02%515 00.0% — 不变
IJH ISHARES CORE S&P MID-CAP ETF $2.70万0.02%400 -35-8.0% -$2,364 减仓
IJR ISHARES CORE S&P SMALL-CAP E $2.70万0.02%217 -25-10.3% -$3,111 减仓
VPU VANGUARD WORLD FD UTILITIES ETF $2.70万0.02%136 00.0% — 重新持有
BIV VANGUARD BD INDEX FDS INTERMED TERM $2.47万0.02%320 00.0% — 不变
SJM SMUCKER J M CO COM NEW $2.41万0.02%250 00.0% — 不变
CW CURTISS-WRIGHT CORP $2.18万0.02%32 00.0% — 不变
MMM 3M CO $2.18万0.02%150 00.0% — 不变
BR BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 $2.03万0.02%125 00.0% — 不变
IXC ISHARES GLOBAL ENERGY ETF $2.02万0.02%350 00.0% — 不变
EFA ISHARES MSCI EAFE ETF $1.99万0.02%205 00.0% — 不变
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
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 $1.49万0.01%44 00.0% — 重新持有
PLTR PALANTIR TECHNOLOGIES INC CL A $1.46万0.01%100 00.0% — 不变
SO SOUTHERN CO $1.43万0.01%148 148— $1.43万 新建仓
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS $1.25万0.01%100 00.0% — 不变
VTEB VANGUARD MUN BD FDS TAX EXEMPT BD $1.25万0.01%250 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $1.22万0.01%60 00.0% — 不变
JPM JPMORGAN CHASE &CO. COM $1.18万0.01%40 -10-20.0% -$2,942 减仓
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF $1.15万0.01%36 00.0% — 不变
XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF $9,9680.01%75 -25-25.0% -$3,323 减仓
V VISA INC $8,2750.01%27 -5-15.6% -$1,532 减仓
— THEMES ETF TR TRANSATLANTIC DE $7,7090.01%200 5033.3% $1,927 加仓
SCHD SCHWAB US DIVIDEND EQUITY ETF $7,6700.01%250 00.0% — 不变
AZN ASTRAZENECA PLC ORD USD0.25 ISIN #GB0009895292 SEDOL #BPY0JG9 $7,2970.01%37 37— $7,297 新建仓
KMB KIMBERLY-CLARK CORP COM $7,2350.01%75 00.0% — 不变
GLDM WORLD GOLD TR SPDR GLD MINIS $6,9520.01%75 -75-50.0% -$6,952 减仓
J JACOBS SOLUTIONS INC COM $6,3810.01%50 -26-34.2% -$3,318 减仓
WM WASTE MANAGEMENT INC $6,2040.01%27 -13-32.5% -$2,987 减仓
ARTY ISHARES TR FUTURE AI &TECH $5,8160.01%125 00.0% — 不变
PM PHILIP MORRIS INTERNATIONAL INC COM NPV $5,7870.01%35 -15-30.0% -$2,480 减仓
QQQ INVESCO QQQ TR UNIT SER 1 $5,7720.01%10 00.0% — 不变
IVW ISHARES S&P 500 GROWTH ETF $5,6560.01%50 00.0% — 不变
FIDU FIDELITY MSCI INDL INDEX ETF $5,6130.01%65 00.0% — 不变
WMB WILLIAMS COS INC COM $5,4580.00%75 -25-25.0% -$1,819 减仓
— FIRST TR EXCHANGE-TRADED FD VI NASDQ FOD BVRG $5,2020.00%235 00.0% — 不变
ORCL ORACLE CORP $5,1490.00%35 -30-46.2% -$4,413 减仓
IHAK ISHARES TR CYBERSECURITY $5,0200.00%115 00.0% — 不变
MA MASTERCARD INCORPORATED CL A $4,9970.00%10 00.0% — 不变
LIN LINDE PLC COM EUR0.001 $4,9580.00%10 -5-33.3% -$2,479 减仓
IYE ISHARES US ENERGY ETF $4,6630.00%72 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $4,4650.00%10 00.0% — 不变
— ISHARES TR SELF DRIVNG EV $4,4310.00%115 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $4,1280.00%58 00.0% — 不变
VXF VANGUARD EXTENDED MARKETS INDEX FUND $4,1160.00%20 00.0% — 不变
VMC VULCAN MATERIALS CO $4,0840.00%15 -10-40.0% -$2,723 减仓
XLRE SELECT SECTOR SPDR TRUST STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF $4,0830.00%100 -100-50.0% -$4,083 减仓
TMO THERMO FISHER SCIENTIFIC INC $3,9850.00%8 -5-38.5% -$2,491 减仓
IBIT ISHARES BITCOIN TRUST ETF $3,8420.00%100 00.0% — 不变
FCX FREEPORT-MCMORAN INC COM USD0.10 $3,8210.00%65 -20-23.5% -$1,176 减仓
GS GOLDMAN SACHS GROUP INC COM USD0.01 $3,7520.00%4 00.0% — 不变
— WISDOMTREE TRUST QUANTUM COMPUTING FD $3,7040.00%150 00.0% — 不变
NOC NORTHROP GRUMMAN CORP COM USD1 $3,4110.00%5 -5-50.0% -$3,411 减仓
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF $3,3370.00%47 00.0% — 不变
SCHW SCHWAB CHARLES CORP COM $3,2890.00%35 -160-82.1% -$1.50万 减仓
ITA ISHARES TR US AER DEF ETF $3,2810.00%15 -10-40.0% -$2,187 减仓
VNQ VANGUARD REAL ESTATE ETF $3,1040.00%35 00.0% — 不变
AVGO BROADCOM INC COM $3,0950.00%10 -5-33.3% -$1,548 减仓
RAL RALLIANT CORP COM $2,9530.00%71 00.0% — 不变
TXN TEXAS INSTRUMENTS INC COM USD1.00 $2,9120.00%15 -9-37.5% -$1,747 减仓
NFLX NETFLIX INC $2,7880.00%29 -50-63.3% -$4,807 减仓
APO APOLLO GLOBAL MGMT INC COM $2,7860.00%25 -15-37.5% -$1,672 减仓
UNH UNITEDHEALTH GROUP INC $2,7060.00%10 -15-60.0% -$4,059 减仓
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 $2,7060.00%25 00.0% — 不变
AMT AMERICAN TOWER CORP NEW COM $2,5890.00%15 -10-40.0% -$1,726 减仓
SAP SAP ADR REP 1 ORD $2,5680.00%15 -10-40.0% -$1,712 减仓
GLD SPDR GOLD TR GOLD SHS $2,1510.00%5 00.0% — 不变
XLE SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF $2,1440.00%35 -35-50.0% -$2,144 减仓
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS POST SPLT $2,1150.00%25 -25-50.0% -$2,115 减仓
TMUS T-MOBILE US INC COM $2,1000.00%10 00.0% — 不变
NYT NEW YORK TIMES CO $2,0930.00%25 00.0% — 不变
— L OREAL SA ISIN #FR0000120321 SEDOL #4057808 $2,0130.00%5 00.0% — 不变
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 $1,9640.00%15 -10-40.0% -$1,309 减仓
AIG AMERICAN INTERNATIONAL GROUP INC $1,8810.00%25 -25-50.0% -$1,881 减仓
GM GENERAL MTRS CO COM $1,8620.00%25 -25-50.0% -$1,862 减仓
IHF ISHARES TR US HLTHCR PR ETF $1,6860.00%40 00.0% — 不变
SOLV SOLVENTUM CORP COM SHS $1,6320.00%25 00.0% — 不变
VPL VANGUARD INTL EQUITY INDEX FDS FTSE PACIFIC ETF $1,4660.00%15 00.0% — 不变
ATR APTARGROUP INC $1,2600.00%10 00.0% — 不变
XLP SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF $1,2300.00%15 -20-57.1% -$1,640 减仓