East Coast Asset Management, LLC.
ESSEX MA · SEC CIK 0001579254
$3.03亿2026Q1 申报市值
68持仓数
72.3%前十大占比 · 第一大 15.7%
1 / 3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
TSLA 加仓+$679.08万
VEEV 新建仓+$166.53万
VOE 加仓+$369
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$864.97万
META 减仓-$437.00万
CR 清仓-$183.64万
AAPL 减仓-$22.99万
DIS 清仓-$22.50万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -9,957 | -100.0% | -$183.64万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,978 | -100.0% | -$22.50万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -380 | -100.0% | -$22.02万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $20.73万 | 0.07% | 3,304 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.37万 | 0.07% | 730 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $21.63万 | 0.07% | 1,253 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $21.74万 | 0.07% | 739 | -55 | -6.9% | -$1.62万 | 减仓 |
| IWF | ISHARES TR | $21.92万 | 0.07% | 514 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $21.93万 | 0.07% | 1,106 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $22.07万 | 0.07% | 617 | 0 | 0.0% | — | 重新持有 |
| PFE | PFIZER INC | $22.86万 | 0.08% | 8,141 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.44万 | 0.08% | 4,337 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $23.63万 | 0.08% | 541 | -52 | -8.8% | -$2.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.11万 | 0.08% | 242 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $25.21万 | 0.08% | 745 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $25.60万 | 0.08% | 1,053 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $25.75万 | 0.08% | 4,872 | -17 | -0.3% | -$898 | 减仓 |
| INTU | INTUIT | $25.94万 | 0.09% | 600 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $28.02万 | 0.09% | 852 | -85 | -9.1% | -$2.80万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $29.88万 | 0.10% | 500 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $32.38万 | 0.11% | 2,605 | -125 | -4.6% | -$1.55万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $34.23万 | 0.11% | 1,563 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $37.54万 | 0.12% | 2,584 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $39.22万 | 0.13% | 4,193 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES INC | $41.76万 | 0.14% | 7,101 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $43.46万 | 0.14% | 1,793 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $43.62万 | 0.14% | 1,442 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $43.87万 | 0.14% | 15,282 | -235 | -1.5% | -$6,747 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $44.57万 | 0.15% | 7,550 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $44.89万 | 0.15% | 3,107 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $52.60万 | 0.17% | 7,191 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $53.93万 | 0.18% | 2,795 | -64 | -2.2% | -$1.23万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $56.33万 | 0.19% | 932 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $57.28万 | 0.19% | 1,628 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $60.97万 | 0.20% | 2,458 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $67.85万 | 0.22% | 3,578 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $72.11万 | 0.24% | 4,438 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $77.93万 | 0.26% | 8,460 | -252 | -2.9% | -$2.32万 | 减仓 |
| OEF | ISHARES TR | $87.34万 | 0.29% | 2,746 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $105.16万 | 0.35% | 14,742 | -386 | -2.6% | -$2.75万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $111.03万 | 0.37% | 4,161 | -138 | -3.2% | -$3.68万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $128.00万 | 0.42% | 6,299 | -354 | -5.3% | -$7.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $130.98万 | 0.43% | 5,358 | -70 | -1.3% | -$1.71万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $145.62万 | 0.48% | 7,902 | 2 | 0.0% | $369 | 加仓 |
| GOOGL | ALPHABET INC | $155.20万 | 0.51% | 5,397 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $166.53万 | 0.55% | 9,480 | 9,480 | — | $166.53万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $172.67万 | 0.57% | 20,258 | -325 | -1.6% | -$2.77万 | 减仓 |
| UNP | UNION PAC CORP | $198.78万 | 0.66% | 8,193 | -127 | -1.5% | -$3.08万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.71% | 3 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP | $228.62万 | 0.75% | 31,425 | -783 | -2.4% | -$5.70万 | 减仓 |
| MSFT | MICROSOFT CORP | $295.56万 | 0.97% | 7,984 | -326 | -3.9% | -$12.07万 | 减仓 |
| WM | WASTE MGMT INC DEL | $306.07万 | 1.01% | 13,319 | -105 | -0.8% | -$2.41万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $327.84万 | 1.08% | 5,041 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $332.62万 | 1.10% | 10,376 | -92 | -0.9% | -$2.95万 | 减仓 |
| MKL | MARKEL GROUP INC | $395.64万 | 1.30% | 2,067 | -29 | -1.4% | -$5.55万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $414.64万 | 1.37% | 44,119 | -867 | -1.9% | -$8.15万 | 减仓 |
| V | VISA INC | $484.80万 | 1.60% | 16,040 | -192 | -1.2% | -$5.80万 | 减仓 |
| DE | DEERE & CO | $571.91万 | 1.88% | 10,152 | -90 | -0.9% | -$5.07万 | 减仓 |
| MCO | MOODYS CORP | $603.34万 | 1.99% | 13,830 | -405 | -2.8% | -$17.67万 | 减仓 |
| TJX | TJX COS INC NEW | $719.32万 | 2.37% | 45,042 | -615 | -1.3% | -$9.82万 | 减仓 |
| META | META PLATFORMS INC | $812.66万 | 2.68% | 14,204 | -7,638 | -35.0% | -$437.00万 | 减仓 |
| AAPL | APPLE INC | $982.29万 | 3.24% | 38,704 | -906 | -2.3% | -$22.99万 | 减仓 |
| WWD | WOODWARD INC | $1,028.30万 | 3.39% | 28,729 | -311 | -1.1% | -$11.13万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,143.39万 | 3.77% | 22,883 | -359 | -1.5% | -$17.94万 | 减仓 |
| AMZN | AMAZON COM INC | $1,238.67万 | 4.08% | 59,474 | -936 | -1.5% | -$19.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,445.43万 | 4.76% | 30,163 | -428 | -1.4% | -$20.51万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,606.72万 | 5.29% | 137,244 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $2,691.16万 | 8.87% | 23,220 | -121 | -0.5% | -$14.02万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $3,315.22万 | 10.93% | 1,357,583 | -8,797 | -0.6% | -$21.48万 | 减仓 |
| TSLA | TESLA INC | $3,712.37万 | 12.23% | 99,862 | 18,267 | 22.4% | $679.08万 | 加仓 |
| GOOG | ALPHABET INC | $4,760.90万 | 15.69% | 165,966 | -30,153 | -15.4% | -$864.97万 | 减仓 |