Mayflower Financial Advisors, LLC
BOSTON MA · SEC CIK 0001852930
$13.07亿2026Q2 申报市值
499持仓数
31.3%前十大占比 · 第一大 11.5%
55 / 10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
DUK 加仓+$3,585.60万
MCD 加仓+$2,559.65万
ABBV 加仓+$2,047.56万
EXXON MOBIL CORP 加仓+$1,831.57万
PG 加仓+$1,470.55万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$520.60万
EFV 减仓-$371.33万
HONEYWELL INTL I 清仓-$365.57万
IAGG 减仓-$272.26万
BINC 减仓-$229.22万
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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $25.61万 | 0.02% | 4,240 | -4 | -0.1% | -$242 | 减仓 |
| BP | BP PLC | $25.73万 | 0.02% | 6,963 | 1,345 | 23.9% | $4.97万 | 加仓 |
| CRWV | COREWEAVE INC | $26.14万 | 0.02% | 2,626 | 2,626 | — | $26.14万 | 新建仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $26.19万 | 0.02% | 16,594 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $26.31万 | 0.02% | 3,158 | 3,158 | — | $26.31万 | 新建仓 |
| ADBE | ADOBE INC | $26.38万 | 0.02% | 1,287 | -137 | -9.6% | -$2.81万 | 减仓 |
| IDV | ISHARES TR | $26.56万 | 0.02% | 6,410 | 12 | 0.2% | $497 | 加仓 |
| KKR | KKR & CO INC | $26.57万 | 0.02% | 2,895 | -12 | -0.4% | -$1,101 | 减仓 |
| NOBL | PROSHARES TR | $26.64万 | 0.02% | 4,744 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $26.67万 | 0.02% | 7,567 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $26.73万 | 0.02% | 9,607 | 10 | 0.1% | $278 | 加仓 |
| CMCSA | COMCAST CORP NEW | $26.90万 | 0.02% | 10,958 | -2,095 | -16.0% | -$5.14万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $26.91万 | 0.02% | 3,668 | 3,668 | — | $26.91万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.30万 | 0.02% | 2,964 | 732 | 32.8% | $6.74万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $27.69万 | 0.02% | 5,941 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $27.78万 | 0.02% | 6,768 | 1,289 | 23.5% | $5.29万 | 加仓 |
| IGRO | ISHARES TR | $28.30万 | 0.02% | 3,218 | 0 | 0.0% | — | 不变 |
| FELG | FIDELITY COVINGTON TRUST | $28.43万 | 0.02% | 6,499 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $28.49万 | 0.02% | 11,450 | 2,745 | 31.5% | $6.83万 | 加仓 |
| NVO | NOVO-NORDISK A S | $28.58万 | 0.02% | 5,962 | 361 | 6.4% | $1.73万 | 重新持有 |
| UPRO | PROSHARES TR | $28.59万 | 0.02% | 2,016 | -765 | -27.5% | -$10.85万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $28.69万 | 0.02% | 16,048 | 16,048 | — | $28.69万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $28.72万 | 0.02% | 512 | -91 | -15.1% | -$5.10万 | 减仓 |
| EMGF | ISHARES INC | $28.87万 | 0.02% | 3,941 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $28.93万 | 0.02% | 2,946 | 2,946 | — | $28.93万 | 新建仓 |
| IJK | ISHARES TR | $29.01万 | 0.02% | 2,469 | -936 | -27.5% | -$11.00万 | 减仓 |
| DOV | DOVER CORP | $29.43万 | 0.02% | 1,312 | -5 | -0.4% | -$1,122 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $29.55万 | 0.02% | 11,981 | 18 | 0.2% | $444 | 加仓 |
| IDXX | IDEXX LABS INC | $29.74万 | 0.02% | 565 | -5 | -0.9% | -$2,632 | 减仓 |
| HSBC | HSBC HLDGS PLC | $29.87万 | 0.02% | 3,141 | 364 | 13.1% | $3.46万 | 加仓 |
| O | REALTY INCOME CORP | $30.09万 | 0.02% | 4,856 | -13 | -0.3% | -$805 | 减仓 |
| SHEL | SHELL PLC | $30.27万 | 0.02% | 3,904 | 893 | 29.7% | $6.92万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $30.70万 | 0.02% | 6,748 | 72 | 1.1% | $3,275 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $30.72万 | 0.02% | 3,467 | 74 | 2.2% | $6,556 | 加仓 |
| RIO | RIO TINTO PLC | $30.73万 | 0.02% | 3,237 | -243 | -7.0% | -$2.31万 | 减仓 |
| ROST | ROSS STORES INC | $30.74万 | 0.02% | 1,444 | -26 | -1.8% | -$5,534 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $30.80万 | 0.02% | 920 | -182 | -16.5% | -$6.09万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $30.83万 | 0.02% | 5,843 | 790 | 15.6% | $4.17万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $31.16万 | 0.02% | 9,131 | 9,131 | — | $31.16万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $31.42万 | 0.02% | 9,829 | 379 | 4.0% | $1.21万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $31.48万 | 0.02% | 8,712 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $31.69万 | 0.02% | 13,993 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $31.83万 | 0.02% | 1,218 | 102 | 9.1% | $2.67万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $31.85万 | 0.02% | 2,560 | -240 | -8.6% | -$2.99万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $31.93万 | 0.02% | 1,724 | 26 | 1.5% | $4,816 | 加仓 |
| ILCV | ISHARES TR | $31.98万 | 0.02% | 3,159 | 83 | 2.7% | $8,403 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $32.10万 | 0.02% | 1,284 | -80 | -5.9% | -$2.00万 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $32.27万 | 0.02% | 14,510 | 2 | 0.0% | $44 | 加仓 |
| AMRZ | AMRIZE LTD | $32.49万 | 0.02% | 6,095 | -103 | -1.7% | -$5,490 | 减仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $32.80万 | 0.03% | 7,093 | 7,093 | — | $32.80万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $32.88万 | 0.03% | 1,216 | 129 | 11.9% | $3.49万 | 加仓 |
| URI | UNITED RENTALS INC | $33.08万 | 0.03% | 292 | -11 | -3.6% | -$1.25万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $33.26万 | 0.03% | 7,085 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $33.92万 | 0.03% | 1,781 | 41 | 2.4% | $7,810 | 加仓 |
| SBUX | STARBUCKS CORP | $34.49万 | 0.03% | 3,376 | 454 | 15.5% | $4.64万 | 加仓 |
| IBHG | ISHARES TR | $34.58万 | 0.03% | 15,662 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $34.67万 | 0.03% | 3,579 | 57 | 1.6% | $5,522 | 加仓 |
| ICSH | ISHARES TR | $34.78万 | 0.03% | 6,876 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $35.11万 | 0.03% | 5,775 | -710 | -10.9% | -$4.32万 | 减仓 |
| PL | PLANET LABS PBC | $35.15万 | 0.03% | 10,610 | -490 | -4.4% | -$1.62万 | 减仓 |
| SJM | SMUCKER J M CO | $35.17万 | 0.03% | 3,126 | -5 | -0.2% | -$562 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $35.21万 | 0.03% | 7,612 | 120 | 1.6% | $5,550 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $35.64万 | 0.03% | 4,931 | 1,591 | 47.6% | $11.50万 | 加仓 |
| TGT | TARGET CORP | $35.72万 | 0.03% | 2,734 | 685 | 33.4% | $8.95万 | 加仓 |
| NET | CLOUDFLARE INC | $35.98万 | 0.03% | 1,467 | 71 | 5.1% | $1.74万 | 加仓 |
| QCOM | QUALCOMM INC | $36.21万 | 0.03% | 1,960 | -204 | -9.4% | -$3.77万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $36.71万 | 0.03% | 1,983 | -81 | -3.9% | -$1.50万 | 减仓 |
| — | SPOTIFY TECHNOLOGY S A 看跌期权 | $36.73万 | 0.03% | 800 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $36.74万 | 0.03% | 4,767 | 123 | 2.6% | $9,481 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $37.00万 | 0.03% | 2,532 | -174 | -6.4% | -$2.54万 | 减仓 |
| IWP | ISHARES TR | $37.19万 | 0.03% | 2,540 | -24 | -0.9% | -$3,514 | 减仓 |
| GDX | VANECK ETF TRUST | $37.28万 | 0.03% | 4,941 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $37.65万 | 0.03% | 739 | 109 | 17.3% | $5.55万 | 加仓 |
| APH | AMPHENOL CORP | $38.01万 | 0.03% | 2,156 | 348 | 19.2% | $6.14万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $38.04万 | 0.03% | 1,309 | -16 | -1.2% | -$4,650 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $38.13万 | 0.03% | 597 | 597 | — | $38.13万 | 新建仓 |
| TIP | ISHARES TR | $38.23万 | 0.03% | 3,494 | 97 | 2.9% | $1.06万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $38.24万 | 0.03% | 7,588 | 275 | 3.8% | $1.39万 | 加仓 |
| DTD | WISDOMTREE TR | $38.28万 | 0.03% | 4,105 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $38.36万 | 0.03% | 3,037 | 722 | 31.2% | $9.12万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $38.38万 | 0.03% | 32,689 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $38.41万 | 0.03% | 5,075 | 775 | 18.0% | $5.87万 | 重新持有 |
| EMR | EMERSON ELEC CO | $38.44万 | 0.03% | 2,685 | 454 | 20.3% | $6.50万 | 加仓 |
| NDAQ | NASDAQ INC | $38.45万 | 0.03% | 4,878 | -2 | -0.0% | -$158 | 减仓 |
| IWN | ISHARES TR | $38.53万 | 0.03% | 1,742 | -605 | -25.8% | -$13.38万 | 减仓 |
| COP | CONOCOPHILLIPS | $39.21万 | 0.03% | 3,771 | 48 | 1.3% | $4,990 | 加仓 |
| HUBB | HUBBELL INC | $39.24万 | 0.03% | 750 | 2 | 0.3% | $1,046 | 加仓 |
| NGG | NATIONAL GRID PLC | $39.60万 | 0.03% | 4,779 | 772 | 19.3% | $6.40万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $39.70万 | 0.03% | 1,863 | -13 | -0.7% | -$2,770 | 减仓 |
| TLH | ISHARES TR | $39.96万 | 0.03% | 3,982 | -4,710 | -54.2% | -$47.26万 | 减仓 |
| IYE | ISHARES TR | $40.91万 | 0.03% | 7,229 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $41.52万 | 0.03% | 1,687 | 220 | 15.0% | $5.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $41.74万 | 0.03% | 9,409 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $41.84万 | 0.03% | 18,151 | 162 | 0.9% | $3,734 | 加仓 |
| — | BANK MONTREAL MEDIUM | $42.12万 | 0.03% | 16,385 | -1,210 | -6.9% | -$3.11万 | 减仓 |
| CRM | SALESFORCE INC | $42.23万 | 0.03% | 2,695 | -255 | -8.6% | -$4.00万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $42.58万 | 0.03% | 12,727 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $42.64万 | 0.03% | 1,637 | 425 | 35.1% | $11.07万 | 加仓 |
| AON | AON PLC | $42.66万 | 0.03% | 1,286 | 25 | 2.0% | $8,292 | 加仓 |
| SUSL | ISHARES TR | $42.78万 | 0.03% | 3,222 | 0 | 0.0% | — | 不变 |