Bollard Group LLC
BOSTON MA · SEC CIK 0001556218
$33.94亿2026Q1 申报市值
305持仓数
67.1%前十大占比 · 第一大 34.3%
35 / 24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
CAT 加仓+$2,023.50万
SCCO 加仓+$1,819.76万
IT 加仓+$1,499.77万
OKE 加仓+$855.25万
JPM 加仓+$564.50万
2026Q1 卖出最多 按季末市值估算
BSX 减仓-$2,938.56万
LLY 减仓-$694.24万
MSFT 减仓-$239.50万
ACRS 减仓-$139.84万
DUK 减仓-$122.60万
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 |
|---|---|---|---|---|---|---|---|---|
| BNS | BANK NOVA SCOTIA B C | $6.40万 | 0.00% | 918 | 2 | 0.2% | $139 | 加仓 |
| HAL | HALLIBURTON CO | $6.40万 | 0.00% | 1,647 | 2 | 0.1% | $78 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $6.70万 | 0.00% | 1,341 | -361 | -21.2% | -$1.80万 | 减仓 |
| WM | WASTE MGMT INC DEL | $6.90万 | 0.00% | 299 | 1 | 0.3% | $231 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $7.00万 | 0.00% | 1,557 | -16 | -1.0% | -$719 | 减仓 |
| IBN | ICICI BANK LIMITED | $7.20万 | 0.00% | 2,761 | -4,217 | -60.4% | -$11.00万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $7.20万 | 0.00% | 1,168 | 4 | 0.3% | $247 | 加仓 |
| OGS | ONE GAS INC | $7.50万 | 0.00% | 873 | -606 | -41.0% | -$5.21万 | 减仓 |
| MCK | MCKESSON CORP | $7.50万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $7.80万 | 0.00% | 488 | 488 | — | $7.80万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8.00万 | 0.00% | 1,244 | 3 | 0.2% | $193 | 加仓 |
| SYY | SYSCO CORP | $8.80万 | 0.00% | 1,233 | 8 | 0.7% | $571 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $8.80万 | 0.00% | 1,709 | -533 | -23.8% | -$2.74万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $8.90万 | 0.00% | 1,684 | 8 | 0.5% | $423 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $9.00万 | 0.00% | 310 | -475 | -60.5% | -$13.79万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $9.00万 | 0.00% | 762 | 2 | 0.3% | $236 | 加仓 |
| HLN | HALEON PLC | $9.20万 | 0.00% | 9,209 | -14,068 | -60.4% | -$14.05万 | 减仓 |
| KT | KT CORP | $9.20万 | 0.00% | 4,274 | -6,529 | -60.4% | -$14.05万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $9.20万 | 0.00% | 1,527 | 1,527 | — | $9.20万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $9.30万 | 0.00% | 1,133 | 3 | 0.3% | $246 | 加仓 |
| SOLV | SOLVENTUM CORP | $9.40万 | 0.00% | 1,435 | -209 | -12.7% | -$1.37万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $9.40万 | 0.00% | 1,878 | 11 | 0.6% | $551 | 加仓 |
| RSG | REPUBLIC SVCS INC | $10.00万 | 0.00% | 456 | -694 | -60.3% | -$15.22万 | 减仓 |
| IWM | ISHARES TR | $10.50万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $10.50万 | 0.00% | 366 | 366 | — | $10.50万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $10.60万 | 0.00% | 407 | 407 | — | $10.60万 | 新建仓 |
| BCE | BCE INC | $11.20万 | 0.00% | 4,433 | -3,520 | -44.3% | -$8.89万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $11.30万 | 0.00% | 2,262 | 9 | 0.4% | $450 | 加仓 |
| — | ACV AUCTIONS INC | $11.50万 | 0.00% | 27,131 | 27,131 | — | $11.50万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $11.60万 | 0.00% | 718 | 1 | 0.1% | $162 | 加仓 |
| GNRC | GENERAC HLDGS INC | $11.70万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $11.90万 | 0.00% | 3,187 | -513 | -13.9% | -$1.92万 | 减仓 |
| C | CITIGROUP INC | $12.40万 | 0.00% | 1,091 | 128 | 13.3% | $1.45万 | 加仓 |
| TRP | TC ENERGY CORP | $13.00万 | 0.00% | 2,083 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $13.10万 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $13.50万 | 0.00% | 2,075 | 10 | 0.5% | $651 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $14.00万 | 0.00% | 1,418 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $14.70万 | 0.00% | 1,171 | -766 | -39.5% | -$9.62万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $14.80万 | 0.00% | 570 | 3 | 0.5% | $779 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $15.00万 | 0.00% | 1,997 | 203 | 11.3% | $1.52万 | 加仓 |
| INTC | INTEL CORP | $15.40万 | 0.00% | 3,486 | -2,704 | -43.7% | -$11.95万 | 减仓 |
| IQV | IQVIA HLDGS INC | $15.50万 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $17.20万 | 0.01% | 1,448 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $17.40万 | 0.01% | 3,785 | 21 | 0.6% | $965 | 加仓 |
| COIN | COINBASE GLOBAL INC | $17.50万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $17.90万 | 0.01% | 1,139 | 8 | 0.7% | $1,257 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $18.60万 | 0.01% | 686 | -7 | -1.0% | -$1,898 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $19.40万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $19.40万 | 0.01% | 982 | 3 | 0.3% | $593 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $19.60万 | 0.01% | 44,140 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $19.70万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $19.80万 | 0.01% | 4,011 | 17 | 0.4% | $839 | 加仓 |
| OMC | OMNICOM GROUP INC | $19.90万 | 0.01% | 2,642 | 26 | 1.0% | $1,958 | 加仓 |
| RYN | RAYONIER INC | $20.10万 | 0.01% | 9,766 | -27,276 | -73.6% | -$56.14万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $21.00万 | 0.01% | 3,245 | 23 | 0.7% | $1,488 | 加仓 |
| SLB | SLB LIMITED | $21.50万 | 0.01% | 4,190 | 27 | 0.6% | $1,385 | 加仓 |
| WY | WEYERHAEUSER CO | $22.10万 | 0.01% | 9,041 | -9,798 | -52.0% | -$23.95万 | 减仓 |
| VMC | VULCAN MATLS CO | $22.40万 | 0.01% | 822 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $22.70万 | 0.01% | 1,654 | -1,083 | -39.6% | -$14.86万 | 减仓 |
| IWR | ISHARES TR | $23.00万 | 0.01% | 2,371 | 4 | 0.2% | $388 | 加仓 |
| AVGO | BROADCOM INC | $23.00万 | 0.01% | 744 | 137 | 22.6% | $4.24万 | 加仓 |
| EWY | ISHARES INC | $23.20万 | 0.01% | 1,888 | -2,888 | -60.5% | -$35.49万 | 减仓 |
| CMS | CMS ENERGY CORP | $24.50万 | 0.01% | 3,156 | 22 | 0.7% | $1,708 | 加仓 |
| BA | BOEING CO | $26.10万 | 0.01% | 1,310 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $26.20万 | 0.01% | 865 | 1 | 0.1% | $303 | 加仓 |
| AZO | AUTOZONE INC | $27.00万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $27.20万 | 0.01% | 964 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $27.40万 | 0.01% | 3,645 | 10 | 0.3% | $752 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.60万 | 0.01% | 1,755 | 6 | 0.3% | $944 | 加仓 |
| TTE | TOTALENERGIES SE | $28.60万 | 0.01% | 3,139 | -1,401 | -30.9% | -$12.76万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $28.70万 | 0.01% | 5,704 | -578 | -9.2% | -$2.91万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $29.30万 | 0.01% | 1,998 | 7 | 0.4% | $1,027 | 加仓 |
| CTVA | CORTEVA INC | $29.80万 | 0.01% | 3,560 | -1,501 | -29.7% | -$12.56万 | 减仓 |
| TRGP | TARGA RES CORP | $30.70万 | 0.01% | 1,226 | 1 | 0.1% | $250 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.40万 | 0.01% | 1,593 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $33.50万 | 0.01% | 8,577 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $34.10万 | 0.01% | 4,336 | 7 | 0.2% | $551 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.20万 | 0.01% | 713 | 53 | 8.0% | $2.54万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.10万 | 0.01% | 1,039 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $35.40万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $36.60万 | 0.01% | 4,219 | 30 | 0.7% | $2,603 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $39.50万 | 0.01% | 5,186 | 141 | 2.8% | $1.07万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $39.80万 | 0.01% | 4,051 | 58 | 1.5% | $5,698 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $41.70万 | 0.01% | 2,043 | 8 | 0.4% | $1,633 | 加仓 |
| CR | CRANE COMPANY | $42.70万 | 0.01% | 2,497 | 2,497 | — | $42.70万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $42.80万 | 0.01% | 23,987 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $42.90万 | 0.01% | 9,053 | 9,053 | — | $42.90万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $43.80万 | 0.01% | 1,344 | 4 | 0.3% | $1,304 | 加仓 |
| GE | GE AEROSPACE | $45.10万 | 0.01% | 1,589 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $47.70万 | 0.01% | 2,195 | 16 | 0.7% | $3,477 | 加仓 |
| CSCO | CISCO SYS INC | $47.80万 | 0.01% | 6,158 | 33 | 0.5% | $2,562 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $48.40万 | 0.01% | 1,116 | 3 | 0.3% | $1,301 | 加仓 |
| AMAT | APPLIED MATLS INC | $49.90万 | 0.01% | 1,459 | 1 | 0.1% | $342 | 加仓 |
| CINF | CINCINNATI FINL CORP | $51.50万 | 0.02% | 3,271 | 231 | 7.6% | $3.64万 | 加仓 |
| AFL | AFLAC INC | $55.10万 | 0.02% | 5,024 | 24 | 0.5% | $2,632 | 加仓 |
| SYK | STRYKER CORPORATION | $55.90万 | 0.02% | 1,700 | 3 | 0.2% | $986 | 加仓 |
| EXC | EXELON CORP | $57.40万 | 0.02% | 11,710 | 1,039 | 9.7% | $5.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $58.10万 | 0.02% | 893 | 93 | 11.6% | $6.05万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $63.10万 | 0.02% | 8,676 | 352 | 4.2% | $2.56万 | 加仓 |
| EQT | EQT CORP | $64.60万 | 0.02% | 10,146 | 26 | 0.3% | $1,655 | 加仓 |