East Coast Asset Management, LLC.
ESSEX MA · SEC CIK 0001579254
$3.39亿2026Q2 申报市值
67持仓数
75.1%前十大占比 · 第一大 16.6%
4 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ECHO 加仓+$541.65万
AMZN 加仓+$179.18万
VEEV 加仓+$177.52万
TSLA 加仓+$128.03万
TDG 加仓+$105.10万
2026Q2 卖出最多 按季末市值估算
PRM 减仓-$952.99万
META 减仓-$250.67万
GOOG 减仓-$227.58万
BRK/B 减仓-$59.20万
MA 减仓-$51.57万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $5,636.48万 | 16.65% | 159,525 | -6,441 | -3.9% | -$227.58万 | 减仓 |
| TSLA | TESLA INC | $4,328.21万 | 12.78% | 102,906 | 3,044 | 3.0% | $128.03万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $3,886.79万 | 11.48% | 1,090,264 | -267,319 | -19.7% | -$952.99万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $3,198.12万 | 9.45% | 24,009 | 789 | 3.4% | $105.10万 | 加仓 |
| ECHO | ECHOSTAR CORP | $1,934.68万 | 5.71% | 190,609 | 53,365 | 38.9% | $541.65万 | 加仓 |
| AMZN | AMAZON COM INC | $1,596.69万 | 4.72% | 66,992 | 7,518 | 12.6% | $179.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,450.15万 | 4.28% | 28,980 | -1,183 | -3.9% | -$59.20万 | 减仓 |
| WWD | WOODWARD INC | $1,201.55万 | 3.55% | 28,243 | -486 | -1.7% | -$20.68万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,123.73万 | 3.32% | 21,879 | -1,004 | -4.4% | -$51.57万 | 减仓 |
| AAPL | APPLE INC | $1,068.78万 | 3.16% | 36,936 | -1,768 | -4.6% | -$51.16万 | 减仓 |
| TJX | TJX COS INC NEW | $665.25万 | 1.96% | 43,911 | -1,131 | -2.5% | -$17.13万 | 减仓 |
| DE | DEERE & CO | $627.25万 | 1.85% | 9,888 | -264 | -2.6% | -$16.75万 | 减仓 |
| MCO | MOODYS CORP | $602.16万 | 1.78% | 13,295 | -535 | -3.9% | -$24.23万 | 减仓 |
| META | META PLATFORMS INC | $549.44万 | 1.62% | 9,754 | -4,450 | -31.3% | -$250.67万 | 减仓 |
| V | VISA INC | $530.48万 | 1.57% | 15,462 | -578 | -3.6% | -$19.83万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $401.39万 | 1.19% | 43,501 | -618 | -1.4% | -$5.70万 | 减仓 |
| MKL | MARKEL GROUP INC | $390.70万 | 1.15% | 2,001 | -66 | -3.2% | -$12.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $357.93万 | 1.06% | 4,793 | -248 | -4.9% | -$18.52万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $346.28万 | 1.02% | 10,057 | -319 | -3.1% | -$10.98万 | 减仓 |
| VEEV | VEEVA SYS INC | $345.76万 | 1.02% | 19,483 | 10,003 | 105.5% | $177.52万 | 加仓 |
| WM | WASTE MGMT INC DEL | $290.52万 | 0.86% | 13,035 | -284 | -2.1% | -$6.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $253.80万 | 0.75% | 6,804 | -1,180 | -14.8% | -$44.02万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $234.00万 | 0.69% | 29,748 | -1,677 | -5.3% | -$13.19万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.66% | 3 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $216.76万 | 0.64% | 7,969 | -224 | -2.7% | -$6.09万 | 减仓 |
| GOOGL | ALPHABET INC | $187.15万 | 0.55% | 5,237 | -160 | -3.0% | -$5.72万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $166.90万 | 0.49% | 18,204 | -2,054 | -10.1% | -$18.83万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $153.26万 | 0.45% | 7,756 | -146 | -1.8% | -$2.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $128.88万 | 0.38% | 5,075 | -283 | -5.3% | -$7.19万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $125.32万 | 0.37% | 5,596 | -703 | -11.2% | -$15.74万 | 减仓 |
| SYY | SYSCO CORP | $119.87万 | 0.35% | 14,343 | -399 | -2.7% | -$3.33万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $109.93万 | 0.32% | 3,926 | -235 | -5.6% | -$6.58万 | 减仓 |
| OEF | ISHARES TR | $100.47万 | 0.30% | 2,746 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $81.85万 | 0.24% | 8,324 | -136 | -1.6% | -$1.34万 | 减仓 |
| IWM | ISHARES TR | $73.30万 | 0.22% | 2,440 | -18 | -0.7% | -$5,407 | 减仓 |
| DHR | DANAHER CORP DEL | $68.16万 | 0.20% | 3,579 | 1 | 0.0% | $190 | 加仓 |
| AMGN | AMGEN INC | $58.95万 | 0.17% | 1,628 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $52.48万 | 0.15% | 2,766 | -29 | -1.0% | -$5,502 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $51.59万 | 0.15% | 6,887 | -304 | -4.2% | -$2.28万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $50.42万 | 0.15% | 1,793 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $49.81万 | 0.15% | 2,915 | 2,915 | — | $49.81万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $48.78万 | 0.14% | 1,442 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $47.48万 | 0.14% | 932 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $46.06万 | 0.14% | 3,363 | -1,075 | -24.2% | -$14.72万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $45.57万 | 0.13% | 3,108 | 1 | 0.0% | $147 | 加仓 |
| EWL | ISHARES INC | $44.63万 | 0.13% | 7,101 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $41.09万 | 0.12% | 2,538 | -46 | -1.8% | -$7,447 | 减仓 |
| IXJ | ISHARES TR | $38.99万 | 0.12% | 3,963 | -230 | -5.5% | -$2.26万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $38.54万 | 0.11% | 7,550 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $37.07万 | 0.11% | 15,100 | -182 | -1.2% | -$4,468 | 减仓 |
| VOO | VANGUARD INDEX FDS | $34.34万 | 0.10% | 500 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $29.09万 | 0.09% | 2,568 | -37 | -1.4% | -$4,191 | 减仓 |
| HD | HOME DEPOT INC | $28.67万 | 0.08% | 813 | -39 | -4.6% | -$1.38万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $28.23万 | 0.08% | 730 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $27.96万 | 0.08% | 3,246 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $27.74万 | 0.08% | 745 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $26.29万 | 0.08% | 617 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $25.91万 | 0.08% | 4,872 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.89万 | 0.08% | 4,337 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $25.53万 | 0.08% | 2,056 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $22.66万 | 0.07% | 1,528 | 1,528 | — | $22.66万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $22.65万 | 0.07% | 1,063 | -500 | -32.0% | -$10.65万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.64万 | 0.07% | 242 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $21.84万 | 0.06% | 1,002 | 1,002 | — | $21.84万 | 新建仓 |
| ADBE | ADOBE INC | $21.59万 | 0.06% | 1,053 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $20.50万 | 0.06% | 1,253 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $20.19万 | 0.06% | 1,263 | 1,263 | — | $20.19万 | 新建仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -600 | -100.0% | -$25.94万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,141 | -100.0% | -$22.86万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,106 | -100.0% | -$21.93万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -739 | -100.0% | -$21.74万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,304 | -100.0% | -$20.73万 | 清仓 |