13F 机构持仓

Bollard Group LLC

BOSTON MA · SEC CIK 0001556218

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$32.86亿2026Q2
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

BSX 34.3%
LLY 5.2%
CAT 4.8%
AMZN 4.6%
SCCO 4.4%
GOOG 3.6%
STATE STR SPDR 看涨期权 3.5%
MSFT 3.1%
OKE 1.9%
EPD 1.8%

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
BSX BOSTON SCIENTIFIC CORP $11.63亿34.26%18,532,173 -468,296-2.5% -$2,938.56万 减仓
LLY ELI LILLY & CO $1.75亿5.17%190,672 -7,548-3.8% -$694.24万 减仓
CAT CATERPILLAR INC $1.62亿4.78%229,052 28,56214.2% $2,023.50万 加仓
AMZN AMAZON COM INC $1.57亿4.63%754,187 5,4940.7% $114.42万 加仓
SCCO SOUTHERN COPPER CORP $1.48亿4.37%861,950 105,76314.0% $1,819.76万 加仓
GOOG ALPHABET INC $1.23亿3.62%427,725 2,7530.6% $78.97万 加仓
— STATE STR SPDR S&P 500 ETF T 看涨期权 $1.19亿3.49%1,089,500 -447,400-29.1% -$4,866.21万 重新持有
MSFT MICROSOFT CORP $1.05亿3.10%284,246 -6,470-2.2% -$239.50万 减仓
OKE ONEOK INC NEW $6,524.70万1.92%721,832 94,61715.1% $855.25万 加仓
EPD ENTERPRISE PRODS PARTNERS L $6,130.30万1.81%1,620,055 -5,123-0.3% -$19.39万 减仓
IT GARTNER INC $5,770.90万1.70%364,462 94,71835.1% $1,499.77万 加仓
AEP AMERICAN ELEC PWR CO INC $5,522.50万1.63%421,308 27,6187.0% $362.02万 加仓
JPM JPMORGAN CHASE & CO $4,311.50万1.27%146,569 19,19015.1% $564.50万 加仓
MS MORGAN STANLEY $4,072.70万1.20%247,477 30,36014.0% $499.63万 加仓
WMT WALMART INC $4,070.70万1.20%327,537 42,88015.1% $532.92万 加仓
MSGK MADISON SQUARE GRDN SPRT COR $3,888.90万1.15%121,000 00.0% — 不变
SO SOUTHERN CO $3,283.00万0.97%340,141 18,1015.6% $174.71万 加仓
TMO THERMO FISHER SCIENTIFIC INC $3,052.70万0.90%62,107 1070.2% $5.26万 加仓
DE DEERE & CO $2,818.40万0.83%50,034 -274-0.5% -$15.43万 减仓
CVX CHEVRON CORPORATION $2,802.40万0.83%135,446 4,6263.5% $95.71万 加仓
PAA PLAINS ALL AMERN PIPELINE L $2,715.00万0.80%1,215,856 86,6027.7% $193.38万 加仓
KKR KKR & CO INC $2,602.10万0.77%281,313 3940.1% $3.64万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $2,520.50万0.74%311,366 -15,042-4.6% -$121.76万 减仓
NVDA NVIDIA CORPORATION $2,516.00万0.74%144,261 -2,119-1.4% -$36.96万 减仓
EMR EMERSON ELEC CO $2,382.10万0.70%181,815 1,0530.6% $13.80万 加仓
KMI KINDER MORGAN INC DEL $2,366.10万0.70%705,676 -1,356-0.2% -$4.55万 减仓
DUK DUKE ENERGY CORP NEW $2,326.00万0.69%177,644 -9,363-5.0% -$122.60万 减仓
MPLX MPLX LP $2,315.50万0.68%405,728 52,30814.8% $298.52万 加仓
PSX PHILLIPS 66 $1,990.70万0.59%109,270 -414-0.4% -$7.54万 减仓
COP CONOCOPHILLIPS $1,959.60万0.58%148,455 7,0205.0% $92.66万 加仓
ET ENERGY TRANSFER L P $1,845.90万0.54%956,441 145,52917.9% $280.87万 加仓
VLO VALERO ENERGY CORP $1,808.90万0.53%73,212 10,81617.3% $267.24万 加仓
BP BP PLC $1,693.00万0.50%360,216 3,0050.8% $14.12万 加仓
KO COCA COLA CO $1,683.20万0.50%221,331 -6,385-2.8% -$48.56万 减仓
MRK MERCK & CO INC $1,669.20万0.49%138,765 6,6915.1% $80.49万 加仓
AAPL APPLE INC $1,628.90万0.48%64,182 3,0254.9% $76.77万 加仓
JNJ JOHNSON & JOHNSON $1,362.10万0.40%55,723 5,79011.6% $141.53万 加仓
TSLA TESLA INC $1,311.00万0.39%35,264 6661.9% $24.76万 加仓
FE FIRSTENERGY CORP $1,255.60万0.37%247,847 33,46215.6% $169.52万 加仓
META META PLATFORMS INC $1,173.70万0.35%20,514 6183.1% $35.36万 加仓
ENB ENBRIDGE INC $1,162.00万0.34%214,621 15,1737.6% $82.15万 加仓
GOOGL ALPHABET INC $1,075.50万0.32%37,402 3,1719.3% $91.18万 加仓
PM PHILIP MORRIS INTL INC $1,012.40万0.30%61,234 3930.6% $6.50万 加仓
GS GOLDMAN SACHS GROUP INC $995.50万0.29%11,768 630.5% $5.33万 加仓
FTS FORTIS INC $978.80万0.29%175,488 25,49217.0% $142.18万 加仓
V VISA INC $965.00万0.28%31,929 5,83122.3% $176.23万 加仓
BAC BANK AMERICA CORP $940.60万0.28%192,945 19,66511.3% $95.87万 加仓
TECX TECTONIC THERAPEUTIC INC $936.40万0.28%302,953 00.0% — 不变
LOW LOWES COS INC $887.60万0.26%37,563 6,86822.4% $162.29万 加仓
NI NISOURCE INC $826.70万0.24%177,189 25,61016.9% $119.49万 加仓
ABT ABBOTT LABORATORIES $819.10万0.24%79,773 11,20616.3% $115.06万 加仓
PLD PROLOGIS INC. $800.80万0.24%60,581 6241.0% $8.25万 加仓
BMY BRISTOL-MYERS SQUIBB CO $697.50万0.21%115,000 -11,294-8.9% -$68.50万 减仓
UNP UNION PAC CORP $632.70万0.19%26,079 2,92712.6% $71.01万 加仓
NDAQ NASDAQ INC $622.60万0.18%73,344 2350.3% $1.99万 加仓
QQQ INVESCO QQQ TR $619.40万0.18%10,732 3393.3% $19.57万 加仓
T AT&T INC $586.60万0.17%202,365 -14,319-6.6% -$41.51万 减仓
NTR NUTRIEN LTD $550.20万0.16%72,917 4170.6% $3.15万 加仓
PPL PPL CORP $534.90万0.16%140,046 6,4934.9% $24.80万 加仓
IWF ISHARES TR $527.20万0.16%12,363 110.1% $4,691 加仓
— EXXON MOBIL CORP $526.20万0.16%31,014 2010.7% $3.41万 加仓
VOO VANGUARD INDEX FDS $522.50万0.15%8,744 1,97129.1% $117.78万 加仓
RTX RTX CORPORATION $510.20万0.15%26,451 2,41910.1% $46.66万 加仓
PEP PEPSICO INC $489.20万0.14%31,500 7042.3% $10.93万 加仓
— HONEYWELL INTL INC $467.40万0.14%20,678 2,80715.7% $63.45万 加仓
WMB WILLIAMS COS INC $450.30万0.13%61,869 5,65210.1% $41.14万 加仓
UBER UBER TECHNOLOGIES INC $436.50万0.13%60,674 5,1139.2% $36.78万 加仓
ALL ALLSTATE CORP $420.60万0.12%20,286 950.5% $1.97万 加仓
FWONK LIBERTY MEDIA CORP DEL $412.30万0.12%48,497 48,497— $412.30万 新建仓
COST COSTCO WHOLESALE CORPORATION $400.20万0.12%4,016 561.4% $5.58万 加仓
MO ALTRIA GROUP INC $385.10万0.11%58,350 8,77117.7% $57.89万 加仓
MLPX GLOBAL X FDS $348.60万0.10%47,147 5681.2% $4.20万 加仓
CL COLGATE PALMOLIVE CO $326.90万0.10%38,354 6011.6% $5.12万 加仓
SHEL SHELL PLC $318.70万0.09%34,272 3,0289.7% $28.16万 加仓
GPC GENUINE PARTS CO $310.60万0.09%29,373 2530.9% $2.68万 加仓
TPYP TORTOISE CAPITAL SERIES TRUS $296.80万0.09%70,058 1,1971.7% $5.07万 加仓
MAS MASCO CORP $268.10万0.08%44,410 2210.5% $1.33万 加仓
ORCL ORACLE CORP $266.80万0.08%18,139 500.3% $7,354 加仓
AJG GALLAGHER ARTHUR J & CO $256.30万0.08%11,832 330.3% $7,148 加仓
LMT LOCKHEED MARTIN CORP $253.50万0.07%4,195 451.1% $2.72万 加仓
VZ VERIZON COMMUNICATIONS INC $245.40万0.07%48,880 -921-1.8% -$4.62万 减仓
ED CONSOLIDATED EDISON INC $240.00万0.07%21,210 -1,080-4.8% -$12.22万 减仓
PFGC PERFORMANCE FOOD GROUP CO $234.60万0.07%27,392 27,392— $234.60万 新建仓
AMLP ALPS ETF TR $224.80万0.07%42,714 -832-1.9% -$4.38万 减仓
NGG NATIONAL GRID PLC $222.90万0.07%26,342 3,38714.8% $28.66万 加仓
BKH BLACK HILLS CORP $221.30万0.07%31,880 4,63917.0% $32.20万 加仓
ACN ACCENTURE PLC IRELAND $202.90万0.06%10,235 750.7% $1.49万 加仓
NEE NEXTERA ENERGY INC $199.80万0.06%21,517 -981-4.4% -$9.11万 减仓
KMB KIMBERLY-CLARK CORP $187.20万0.06%19,404 10,270112.4% $99.08万 加仓
HD HOME DEPOT INC $187.00万0.06%5,686 851.5% $2.80万 加仓
ES EVERSOURCE ENERGY $180.20万0.05%26,010 3,76116.9% $26.06万 加仓
RIO RIO TINTO PLC $179.60万0.05%19,257 -328-1.7% -$3.06万 减仓
CLX CLOROX CO DEL $170.40万0.05%16,443 3,25824.7% $33.76万 加仓
EOG EOG RES INC $165.10万0.05%11,423 1010.9% $1.46万 加仓
MTCH MATCH GROUP INC NEW $162.50万0.05%52,928 3220.6% $9,886 加仓
ACRS ACLARIS THERAPEUTICS INC $161.90万0.05%431,631 -372,814-46.3% -$139.84万 减仓
MDLZ MONDELEZ INTL INC $150.80万0.04%26,159 2340.9% $1.35万 加仓
PG PROCTER & GAMBLE CO $146.10万0.04%10,117 -1,277-11.2% -$18.44万 减仓
AMGN AMGEN INC $143.80万0.04%4,087 1263.2% $4.43万 加仓
DKNG DRAFTKINGS INC NEW $128.50万0.04%59,417 00.0% — 不变