Sawyer & Company, Inc
BOSTON MA · SEC CIK 0001722436
$2.60亿2026Q1 申报市值
197持仓数
38.2%前十大占比 · 第一大 5.8%
11 / 20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
AVGO 加仓+$255.69万
WM 加仓+$16.66万
CB 加仓+$13.40万
VXUS 加仓+$12.61万
RSG 加仓+$10.36万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$89.14万
EXXON MOBIL CORP 减仓-$60.01万
GOOG 减仓-$56.88万
MMM 清仓-$38.86万
TJX 减仓-$35.31万
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 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $421.34万 | 1.62% | 17,237 | -697 | -3.9% | -$17.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $441.59万 | 1.70% | 15,012 | -198 | -1.3% | -$5.82万 | 减仓 |
| ETN | EATON CORP PLC | $444.76万 | 1.71% | 12,435 | -10 | -0.1% | -$3,577 | 减仓 |
| — | HONEYWELL INTL INC | $451.49万 | 1.74% | 19,975 | -311 | -1.5% | -$7.03万 | 减仓 |
| TRV | TRAVELLERS COMPANIES INC | $492.71万 | 1.90% | 16,892 | -404 | -2.3% | -$11.78万 | 减仓 |
| — | ARISTA NETWORKS INC | $517.17万 | 1.99% | 42,122 | -451 | -1.1% | -$5.54万 | 减仓 |
| META | META PLATFORMS INC | $519.15万 | 2.00% | 9,074 | -5 | -0.1% | -$2,861 | 减仓 |
| AMGN | AMGEN INC | $556.38万 | 2.14% | 15,813 | -306 | -1.9% | -$10.77万 | 减仓 |
| — | EXXON MOBIL CORP | $596.56万 | 2.30% | 35,162 | -3,537 | -9.1% | -$60.01万 | 减仓 |
| MU | MICRON TECHNOLOGY | $605.41万 | 2.33% | 17,920 | 49 | 0.3% | $1.66万 | 加仓 |
| V | VISA INC A | $613.21万 | 2.36% | 20,289 | -56 | -0.3% | -$1.69万 | 减仓 |
| ORCL | ORACLE CORP | $902.17万 | 3.47% | 61,326 | -68 | -0.1% | -$1.00万 | 减仓 |
| TJX | TJX COMPANIES INC NEW | $911.18万 | 3.51% | 57,056 | -2,211 | -3.7% | -$35.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,043.14万 | 4.02% | 28,180 | 30 | 0.1% | $1.11万 | 加仓 |
| LLY | ELI LILLY & CO | $1,070.89万 | 4.12% | 11,643 | -107 | -0.9% | -$9.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,318.76万 | 5.08% | 75,617 | -216 | -0.3% | -$3.77万 | 减仓 |
| AAPL | APPLE INC | $1,348.79万 | 5.19% | 53,146 | -451 | -0.8% | -$11.45万 | 减仓 |
| GOOGL | ALPHABET INC A | $1,508.40万 | 5.81% | 52,455 | -3,100 | -5.6% | -$89.14万 | 减仓 |