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
— HONEYWELL INTL INC $00.00%0 -19,975-100.0% -$451.49万 清仓
SBUX STARBUCKS CORP $00.00%0 -20,853-100.0% -$186.82万 清仓
FISV FISERV INC $00.00%0 -11,905-100.0% -$66.43万 清仓
D DOMINION ENERGY INC $00.00%0 -1,623-100.0% -$10.03万 清仓
— ASML HOLDING N V NEW YORK REGI $00.00%0 -20-100.0% -$2.64万 清仓
IVW ISHARES TR $00.00%0 -160-100.0% -$1.81万 清仓
LULU LULULEMON ATHLETICA $00.00%0 -42-100.0% -$6,430 清仓
SDVY FIRST TR EXCHANGE-TRADED FD $00.00%0 -162-100.0% -$6,388 清仓
QQQ INVESCO QQQ TR $00.00%0 -6-100.0% -$3,463 清仓
XLP SELECT SECTOR SPDR TR $00.00%0 -37-100.0% -$3,033 清仓
DKNG DRAFTKINGS INC $1770.00%7 00.0% — 不变
UPST UPSTART HLDGS INC $6020.00%17 00.0% — 不变
CASY CASEYS GEN STORES INC. $7950.00%1 00.0% — 不变
HII HUNTINGTON INGALLS INDUSTRIES $8400.00%3 00.0% — 不变
RVMD REVOLUTION MEDICINES INC $9360.00%5 5— $936 新建仓
FCX FREEPORT-MCMORAN INC $9430.00%15 00.0% — 不变
TOST TOAST INC $9740.00%35 35— $974 新建仓
FLO FLOWERS FOODS INC $9880.00%125 00.0% — 不变
INSP INSPIRE MED SYS INC $1,0710.00%24 00.0% — 不变
XLV SELECT SECTOR SPDR TR $1,1110.00%7 -11-61.1% -$1,746 减仓
TMO THERMO FISHER SCIENTIFIC INC $1,5040.00%3 00.0% — 不变
BE BLOOM ENERGY CORP $1,5140.00%5 00.0% — 不变
— AIRJOULE TECHNOLOGIES CO $1,5240.00%275 275— $1,524 新建仓
QS QUANTUMSCAPE CORP $2,0030.00%265 00.0% — 不变
SPGI S&P GLOBAL INC $2,0360.00%5 00.0% — 不变
MTZ MASTEC INC $2,0800.00%5 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE $2,1110.00%100 00.0% — 不变
RIO RIO TINTO PLC $2,3730.00%25 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $2,4940.00%6 00.0% — 不变
STZ CONSTELLATION BRAND INC $2,5040.00%18 00.0% — 不变
GD GENERAL DYNAMICS CORP $2,8340.00%8 00.0% — 不变
MGK VANGUARD WORLD FD $3,0840.00%35 00.0% — 不变
AZO AUTOZONE INC $3,1960.00%1 00.0% — 不变
NNE NANO NUCLEAR ENERGY INC $3,2770.00%155 00.0% — 不变
APD AIR PRODS & CHEMS INC $3,5180.00%12 00.0% — 不变
SDGR SCHRODINGER INC. $3,7380.00%230 00.0% — 不变
SN SHARKNINJA INC $3,8070.00%25 00.0% — 不变
IEFA ISHARES TR $3,8620.00%40 00.0% — 不变
BROS DUTCH BROS INC $3,9500.00%55 00.0% — 不变
EOG EOG RES INC $4,5410.00%35 00.0% — 不变
BLK BLACKROCK INC $4,8080.00%5 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $4,9510.00%10 00.0% — 不变
SHY ISHARES TR $5,3370.00%65 00.0% — 不变
ALB ALBEMARLE CORP $5,4010.00%40 00.0% — 不变
POWL POWELL INDS INC $5,7270.00%20 20— $5,727 新建仓
— CONSTELLATION ENERGY GROUP $6,2090.00%25 00.0% — 不变
TSN TYSON FOODS INC $7,1560.00%125 00.0% — 不变
GLW CORNING INC $7,6630.00%30 -30-50.0% -$7,663 减仓
GM GENERAL MTRS CO $7,7080.00%100 00.0% — 不变
JBL JABIL INC $7,7100.00%20 20— $7,710 新建仓
DGRO ISHARES TR $7,7310.00%102 102— $7,731 新建仓
IJK ISHARES TR $8,3430.00%71 00.0% — 不变
GNRC GENERAC HLDGS INC $8,7840.00%30 00.0% — 不变
IWM ISHARES TR $9,0140.00%30 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $9,3340.00%80 00.0% — 不变
IAU ISHARES GOLD TR $1.02万0.00%135 00.0% — 不变
IJJ ISHARES TR $1.05万0.00%71 00.0% — 不变
EFA ISHARES TR $1.13万0.00%109 00.0% — 不变
TROW PRICE T ROWE GROUP INC $1.14万0.00%100 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $1.16万0.00%28 00.0% — 不变
COHR COHERENT CORP $1.18万0.00%30 00.0% — 不变
TSLA TESLA MOTORS INC $1.26万0.00%30 00.0% — 不变
SOXX ISHARES TR $1.35万0.00%21 00.0% — 不变
CRWD CROWDSTRIKE HOLDINGS INC $1.37万0.00%18 00.0% — 不变
AXON AXON ENTERPRISE INC $1.57万0.01%28 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $1.58万0.01%100 100— $1.58万 新建仓
BHP BHP GROUP LTD $1.58万0.01%190 -260-57.8% -$2.17万 减仓
ESML ISHARES TR $1.82万0.01%325 00.0% — 不变
PYPL PAYPAL HOLDINGS INC $1.88万0.01%435 00.0% — 不变
ED CONSOLIDATED EDISON INC $1.94万0.01%175 00.0% — 不变
AG FIRST MAJESTIC SILVER CORP $2.31万0.01%1,365 00.0% — 不变
ARM ARM HOLDINGS $2.48万0.01%70 00.0% — 不变
IMO IMPERIAL OIL LTD $2.49万0.01%222 -140-38.7% -$1.57万 减仓
STM STMICROELECTRONICS N V $2.58万0.01%345 00.0% — 不变
— WTS OCCIDENTAL PETROLEUM $2.66万0.01%1,324 -113-7.9% -$2,273 减仓
IVV ISHARES TR $2.70万0.01%36 412.5% $2,996 加仓
NFLX NETFLIX INC $2.78万0.01%390 00.0% — 不变
QUAL ISHARES TR $2.81万0.01%128 00.0% — 不变
ET ENERGY TRANSFER LP $2.87万0.01%1,500 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $2.95万0.01%190 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $2.98万0.01%100 100— $2.98万 新建仓
IRM IRON MTN INC NEW $3.03万0.01%240 -355-59.7% -$4.48万 减仓
AMD ADVANCED MICRO DEVICES, INC. $3.54万0.01%61 -4-6.2% -$2,324 减仓
SPY SPDR S&P 500 ETF TR $3.88万0.01%52 1436.8% $1.05万 加仓
BP BP PLC $4.08万0.01%1,104 00.0% — 不变
NSC NORFOLK SOUTHERN CORP $4.09万0.01%130 00.0% — 不变
VTV VANGUARD INDEX FDS $4.45万0.01%204 00.0% — 不变
PAAS PAN AMERICAN SILVER CORP $4.48万0.02%1,000 00.0% — 不变
IWF ISHARES TR $4.52万0.02%364 -200-35.5% -$2.48万 减仓
MPC MARATHON PETE CORP $5.11万0.02%200 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $5.37万0.02%750 00.0% — 不变
VGT VANGUARD WORLD FDS $5.55万0.02%464 00.0% — 不变
SU SUNCOR ENERGY INC NEW $5.58万0.02%1,040 -1,018-49.5% -$5.46万 减仓
MO ALTRIA GROUP INC $5.76万0.02%800 00.0% — 不变
NSRGY NESTLE SA-SPONSORED ADR $6.67万0.02%650 00.0% — 不变
SHEL SHELL PLC $6.91万0.02%891 00.0% — 不变
SO SOUTHERN CO $7.10万0.02%742 -77-9.4% -$7,370 减仓
VO VANGUARD INDEX FDS $7.98万0.03%990 20.2% $161 加仓
NEE NEXTERA ENERGY INC $8.27万0.03%942 00.0% — 不变
VB VANGUARD INDEX FDS $8.52万0.03%281 10.4% $303 加仓