13F 机构持仓

Sawyer & Company, Inc

BOSTON MA · SEC CIK 0001722436

2026Q22026Q1 更早 9 个季度 🔒
$2.98亿2026Q2 申报市值
202持仓数
41.3%前十大占比 · 第一大 6.2%
13 / 10新建仓 / 清仓
申报市值走势$2.98亿2026Q2
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

MU 6.2%
GOOGL 6.0%
NVDA 5.1%
AAPL 4.9%
LLY 4.7%
MSFT 4.1%
ORCL 3.0%
TJX 2.7%
ARISTA NETWORK 2.4%
V 2.3%

2026Q2 买入最多 按季末市值估算

BERKSHIRE HATHAW 加仓+$321.35万
MCD 新建仓+$298.91万
HONA 新建仓+$198.28万
CAT 新建仓+$180.18万
GEV 重新持有+$171.53万

2026Q2 卖出最多 按季末市值估算

HONEYWELL INTL I 清仓-$451.49万
HONEYWELL INTL I 重新持有-$253.41万
MU 减仓-$217.47万
SBUX 清仓-$186.82万
GOOGL 减仓-$86.48万

2026Q2 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
JBHT J B HUNT TRANSPORT SERVICES IN $8.68万0.03%300 00.0% — 不变
BA BOEING CO $9.24万0.03%427 00.0% — 不变
KO COCA COLA CO $9.83万0.03%1,209 00.0% — 不变
OKE ONEOK INC $10.43万0.04%1,200 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION COM $11.00万0.04%1,500 00.0% — 不变
LMT LOCKHEED MARTIN CORP $11.62万0.04%228 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRANC $11.94万0.04%1,507 -215-12.5% -$1.70万 减仓
— DIMENSIONAL ETF TR $12.89万0.04%1,565 00.0% — 不变
BIP BROOKFIELD INFRASTRUCTURE PART $13.68万0.05%3,750 00.0% — 不变
RTX RAYTHEON TECH CORP COM $14.99万0.05%790 00.0% — 不变
MSM MSC INDL DIRECT INC $16.47万0.06%1,385 00.0% — 不变
— TOTAL ENERGIES SE $17.21万0.06%2,213 -27-1.2% -$2,100 减仓
PEP PEPSICO INC $20.13万0.07%1,487 -110-6.9% -$1.49万 减仓
MCK MCKESSON CORP $20.17万0.07%267 00.0% — 不变
OXY OCCIDENTAL PETE CORP $20.30万0.07%4,180 -830-16.6% -$4.03万 减仓
BF/B BROWN FORMAN CORP $21.19万0.07%7,952 00.0% — 不变
EPD ENTERPRISE PRODUCTS PARTNERS L $21.69万0.07%5,900 00.0% — 不变
MDLZ MONDELEZ INTL INC $22.05万0.07%3,812 00.0% — 不变
VXUS VANGUARD STAR FDS $22.46万0.08%2,628 120.5% $1,026 加仓
WPC W P CAREY INC $22.67万0.08%3,170 -275-8.0% -$1.97万 减仓
COST COSTCO WHSL CORP NEW $24.33万0.08%260 00.0% — 不变
PG PROCTER & GAMBLE CO $24.64万0.08%1,680 00.0% — 不变
SLB SCHLUMBERGER LTD $25.63万0.09%5,512 -238-4.1% -$1.11万 减仓
SCCO SOUTHERN COPPER CORPORATION $27.79万0.09%1,595 140.9% $2,440 加仓
FDXF FEDEX FGHT HLDG CO INC $27.92万0.09%1,849 1,849— $27.92万 新建仓
PFE PFIZER INC $34.31万0.12%14,250 -25-0.2% -$602 减仓
KMB KIMBERLY CLARK CORP $36.14万0.12%3,292 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $42.91万0.14%5,192 631.2% $5,207 加仓
CI CIGNA CORP NEW $42.98万0.14%1,559 -50-3.1% -$1.38万 减仓
SOLS SOLSTICE ADVANCED MATERIALS $44.01万0.15%4,967 -1-0.0% -$89 减仓
CMCSA COMCAST CORP NEW $48.05万0.16%19,571 -1,010-4.9% -$2.48万 减仓
BAC BANK AMER CORP $49.15万0.17%8,626 00.0% — 不变
WMT WALMART INC $51.43万0.17%4,541 00.0% — 不变
CCI CROWN CASTLE INC $59.52万0.20%7,860 -3,333-29.8% -$25.24万 减仓
CPT CAMDEN PPTY TR $66.58万0.22%5,815 -205-3.4% -$2.35万 减仓
CB CHUBB LIMITED $69.95万0.23%2,053 221.1% $7,496 加仓
IBM INTERNATIONAL BUSINESS MACHS $70.30万0.24%2,500 -82-3.2% -$2.31万 减仓
GWW GRAINGER W W INC $73.05万0.25%537 -135-20.1% -$18.37万 减仓
CL COLGATE PALMOLIVE CO $74.66万0.25%8,143 -713-8.1% -$6.54万 减仓
FAST FASTENAL CO $75.38万0.25%15,695 -2,807-15.2% -$13.48万 减仓
— LABCORP HOLDINGS INC. $77.39万0.26%2,764 -55-2.0% -$1.54万 减仓
WM WASTE MGMT INC DEL $78.74万0.26%3,533 1885.6% $4.19万 加仓
DGX QUEST DIAGNOSTICS INC $80.45万0.27%3,796 -295-7.2% -$6.25万 减仓
G GENPACT LIMITED $82.68万0.28%30,066 -790-2.6% -$2.17万 减仓
EMN EASTMAN CHEMICAL CO $84.79万0.28%12,659 -231-1.8% -$1.55万 减仓
DUK DUKE ENERGY CORP NEW $97.05万0.33%7,667 -235-3.0% -$2.97万 减仓
VTI VANGUARD INDEX FDS $97.89万0.33%2,645 -506-16.1% -$18.73万 减仓
FDX FEDEX CORP $116.64万0.39%3,725 -274-6.9% -$8.58万 减仓
PANW PALO ALTO NETWORKS INC. $120.58万0.40%3,536 130.4% $4,433 加仓
WFC WELLS FARGO CO NEW $121.94万0.41%14,755 -30-0.2% -$2,479 减仓
ABT ABBOTT LABS $122.87万0.41%13,541 -945-6.5% -$8.57万 减仓
GPC GENUINE PARTS CO $123.50万0.41%10,468 -75-0.7% -$8,849 减仓
ROL ROLLINS INC $125.62万0.42%30,096 30,096— $125.62万 新建仓
GOOG ALPHABET INC C $148.75万0.50%4,210 -750-15.1% -$26.50万 减仓
LOW LOWES COS INC $149.29万0.50%6,771 330.5% $7,276 加仓
NKE NIKE INC $155.07万0.52%37,776 -25-0.1% -$1,026 减仓
SYK STRYKER CORP $155.94万0.52%4,953 4,94038,000.0% $155.53万 加仓
RSG REPUBLIC SVCS INC $156.02万0.52%7,322 1151.6% $2.45万 加仓
UPS UNITED PARCEL SERVICE INC $160.38万0.54%14,919 00.0% — 不变
MDT MEDTRONIC PLC $173.63万0.58%22,195 -1-0.0% -$78 减仓
GEV GE VERNOVA INC $174.94万0.59%1,489 1,4605,034.5% $171.53万 重新持有
PSA PUBLIC STORAGE $177.08万0.59%5,563 -738-11.7% -$23.49万 减仓
AFL AFLAC INC $178.33万0.60%15,209 -650-4.1% -$7.62万 减仓
CAT CATERPILLAR INC $180.18万0.60%1,692 1,692— $180.18万 新建仓
MRK MERCK & CO INC $184.17万0.62%14,322 -2,135-13.0% -$27.45万 减仓
ACN ACCENTURE PLC IRELAND $188.09万0.63%15,115 120.1% $1,493 加仓
HONA HONEYWELL AEROSPACE INC $198.28万0.67%8,969 8,969— $198.28万 新建仓
— HONEYWELL INTL INC $200.79万0.67%8,968 -11,318-55.8% -$253.41万 重新持有
CVX CHEVRON CORP NEW $210.32万0.71%12,688 -299-2.3% -$4.96万 减仓
NVO NOVO NORDISK A/S $216.03万0.73%45,062 00.0% — 不变
COR CENCORA INC $219.62万0.74%7,761 -1-0.0% -$283 减仓
COP CONOCOPHILLIPS $238.13万0.80%22,906 -1,659-6.8% -$17.25万 减仓
QCOM QUALCOMM INC $246.84万0.83%13,358 -625-4.5% -$11.55万 减仓
ABBV ABBVIE INC $270.69万0.91%10,757 -65-0.6% -$1.64万 减仓
EMR EMERSON ELEC CO $272.24万0.91%19,018 510.3% $7,301 加仓
CTAS CINTAS CORP $277.37万0.93%16,308 430.3% $7,313 加仓
CDW CDW CORP $277.82万0.93%19,754 -20-0.1% -$2,813 减仓
ALL ALLSTATE CORP $290.55万0.98%12,211 -177-1.4% -$4.21万 减仓
ECL ECOLAB INC $290.79万0.98%10,437 -7-0.1% -$1,950 减仓
ITW ILLINOIS TOOL WORKS INC $296.35万0.99%10,957 300.3% $8,114 加仓
MCD MCDONALDS CORP $298.91万1.00%11,058 11,058— $298.91万 新建仓
CRM SALESFORCE.COM INC $300.61万1.01%19,189 120.1% $1,880 加仓
HD HOME DEPOT INC $301.79万1.01%8,557 150.2% $5,290 加仓
FICO FAIR ISAAC CORP $303.35万1.02%2,539 -29-1.1% -$3.46万 减仓
AVGO BROADCOM INC $315.84万1.06%8,361 120.1% $4,533 加仓
SYY SYSCO CORP $321.00万1.08%38,406 -5,547-12.6% -$46.36万 减仓
AXP AMERICAN EXPRESS CO $327.49万1.10%9,682 -90-0.9% -$3.04万 减仓
— BERKSHIRE HATHAWAY INC $335.91万1.13%6,713 6,4222,206.9% $321.35万 加仓
DIS DISNEY WALT CO $359.25万1.21%37,325 -1,593-4.1% -$15.33万 减仓
MA MASTERCARD INC A $368.29万1.24%7,171 -14-0.2% -$7,190 减仓
JNJ JOHNSON & JOHNSON $384.66万1.29%15,146 -2,091-12.1% -$53.11万 减仓
PAYX PAYCHEX INC $392.93万1.32%39,960 260.1% $2,557 加仓
AMZN AMAZON COM INC $415.95万1.40%17,452 -45-0.3% -$1.07万 减仓
ADP AUTOMATIC DATA PROCESSING INC $448.86万1.51%20,043 90.0% $2,016 加仓
ETN EATON CORP PLC $457.35万1.54%10,733 -1,702-13.7% -$72.53万 减仓
— EXXONMOBIL HOLDINGS CORP $460.31万1.55%33,668 -1,494-4.2% -$20.43万 减仓
JPM JPMORGAN CHASE & CO $487.13万1.64%14,882 -130-0.9% -$4.26万 减仓
META META PLATFORMS INC $510.57万1.71%9,064 -10-0.1% -$5,633 减仓
VOO VANGUARD INDEX FDS $514.55万1.73%7,492 1,64128.0% $112.70万 加仓
TRV TRAVELLERS COMPANIES INC $543.38万1.82%16,460 -432-2.6% -$14.26万 减仓