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 |
|---|---|---|---|---|---|---|---|---|
| — | ACV AUCTIONS INC | $11.50万 | 0.00% | 27,131 | 27,131 | — | $11.50万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $11.30万 | 0.00% | 2,262 | 9 | 0.4% | $450 | 加仓 |
| BCE | BCE INC | $11.20万 | 0.00% | 4,433 | -3,520 | -44.3% | -$8.89万 | 减仓 |
| VB | VANGUARD INDEX FDS | $10.60万 | 0.00% | 407 | 407 | — | $10.60万 | 新建仓 |
| 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 |
| RSG | REPUBLIC SVCS INC | $10.00万 | 0.00% | 456 | -694 | -60.3% | -$15.22万 | 减仓 |
| 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 |
| XLP | SELECT SECTOR SPDR TR | $9.30万 | 0.00% | 1,133 | 3 | 0.3% | $246 | 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 |
| 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 |
| AAP | ADVANCE AUTO PARTS INC | $8.90万 | 0.00% | 1,684 | 8 | 0.5% | $423 | 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 |
| VEA | VANGUARD TAX-MANAGED FDS | $8.00万 | 0.00% | 1,244 | 3 | 0.2% | $193 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $7.80万 | 0.00% | 488 | 488 | — | $7.80万 | 新建仓 |
| 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 |
| 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 |
| GBCI | GLACIER BANCORP INC NEW | $7.00万 | 0.00% | 1,557 | -16 | -1.0% | -$719 | 减仓 |
| WM | WASTE MGMT INC DEL | $6.90万 | 0.00% | 299 | 1 | 0.3% | $231 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $6.70万 | 0.00% | 1,341 | -361 | -21.2% | -$1.80万 | 减仓 |
| 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 |
| KEY | KEYCORP | $5.80万 | 0.00% | 2,889 | 19 | 0.7% | $381 | 加仓 |
| BLK | BLACKROCK INC | $5.80万 | 0.00% | 60 | 60 | — | $5.80万 | 新建仓 |
| VLTO | VERALTO CORP | $5.70万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $5.70万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $5.60万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $5.50万 | 0.00% | 1,486 | 1,486 | — | $5.50万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $5.50万 | 0.00% | 277 | 277 | — | $5.50万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $5.40万 | 0.00% | 764 | 7 | 0.9% | $495 | 加仓 |
| Q | QNITY ELECTRONICS INC | $5.40万 | 0.00% | 471 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $4.90万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $4.90万 | 0.00% | 451 | 1 | 0.2% | $109 | 加仓 |
| PLXS | PLEXUS CORP | $4.90万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.80万 | 0.00% | 222 | 222 | — | $4.80万 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $4.70万 | 0.00% | 3,167 | -346 | -9.8% | -$5,135 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $4.70万 | 0.00% | 136 | -773 | -85.0% | -$26.71万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $4.50万 | 0.00% | 65 | 65 | — | $4.50万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $4.30万 | 0.00% | 945 | 1 | 0.1% | $46 | 加仓 |
| KRE | SPDR SERIES TRUST | $4.20万 | 0.00% | 637 | 3 | 0.5% | $198 | 加仓 |
| DOW | DOW HLDGS INC | $4.20万 | 0.00% | 1,019 | -197 | -16.2% | -$8,120 | 减仓 |
| NOW | SERVICENOW INC | $3.40万 | 0.00% | 325 | -215 | -39.8% | -$2.25万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $3.40万 | 0.00% | 112 | 112 | — | $3.40万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3.20万 | 0.00% | 446 | 4 | 0.9% | $287 | 加仓 |
| WAT | WATERS CORP | $2.90万 | 0.00% | 98 | 98 | — | $2.90万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $2.60万 | 0.00% | 630 | 3 | 0.5% | $124 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $2.50万 | 0.00% | 1,412 | 1,412 | — | $2.50万 | 新建仓 |
| GAP | GAP INC | $2.40万 | 0.00% | 988 | 7 | 0.7% | $170 | 加仓 |
| EFA | ISHARES TR | $2.40万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $2.20万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $2.20万 | 0.00% | 226 | 226 | — | $2.20万 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $2.20万 | 0.00% | 1,500 | 1,500 | — | $2.20万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $2.20万 | 0.00% | 2,520 | 2,520 | — | $2.20万 | 新建仓 |
| VVV | VALVOLINE INC | $2.10万 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $2.00万 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $1.90万 | 0.00% | 257 | 1 | 0.4% | $74 | 加仓 |
| GM | GENERAL MTRS CO | $1.80万 | 0.00% | 241 | 241 | — | $1.80万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.60万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $1.40万 | 0.00% | 416 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $1.30万 | 0.00% | 227 | 1 | 0.4% | $57 | 加仓 |
| SUSA | ISHARES TR | $1.30万 | 0.00% | 96 | 96 | — | $1.30万 | 新建仓 |
| EWJ | ISHARES INC | $1.20万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| CMP | COMPASS MINERALS INTL INC | $1.20万 | 0.00% | 530 | 530 | — | $1.20万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $1.10万 | 0.00% | 127 | 1 | 0.8% | $87 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.10万 | 0.00% | 55 | 55 | — | $1.10万 | 新建仓 |
| BX | BLACKSTONE INC | $1.00万 | 0.00% | 87 | 87 | — | $1.00万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $9,000 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP LLC | $9,000 | 0.00% | 954 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $9,000 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $8,000 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $8,000 | 0.00% | 44 | 44 | — | $8,000 | 新建仓 |
| DIS | DISNEY WALT CO | $7,000 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $7,000 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $7,000 | 0.00% | 73 | 73 | — | $7,000 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $6,000 | 0.00% | 100 | 100 | — | $6,000 | 新建仓 |
| MOS | MOSAIC CO | $5,000 | 0.00% | 209 | 1 | 0.5% | $24 | 加仓 |
| WAB | WABTEC | $5,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $5,000 | 0.00% | 405 | 405 | — | $5,000 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $4,000 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $4,000 | 0.00% | 187 | 2 | 1.1% | $43 | 加仓 |
| HPQ | HP INC | $4,000 | 0.00% | 199 | 2 | 1.0% | $40 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $4,000 | 0.00% | 260 | 260 | — | $4,000 | 新建仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $4,000 | 0.00% | 316 | 316 | — | $4,000 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $4,000 | 0.00% | 399 | 399 | — | $4,000 | 新建仓 |
| RCI | ROGERS COMMUNICATIONS INC | $3,000 | 0.00% | 85 | -62 | -42.2% | -$2,188 | 减仓 |
| SOXX | ISHARES TR | $2,000 | 0.00% | 5 | -12 | -70.6% | -$4,800 | 减仓 |
| PFE | PFIZER INC | $2,000 | 0.00% | 68 | -56 | -45.2% | -$1,647 | 减仓 |
| FLR | FLUOR CORP | $2,000 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $2,000 | 0.00% | 303 | 303 | — | $2,000 | 新建仓 |
| ANGI | ANGI INC | $1,000 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| — | MYOMO INC | $1,000 | 0.00% | 1,570 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $1,000 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,000 | 0.00% | 184 | 0 | 0.0% | — | 不变 |