13FBOX
APPLETON PARTNERS INC/MA · 13F 持仓分析
期权收益计算器 机构排行

APPLETON PARTNERS INC/MA

No.2024 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$16.32亿
环比变动 Q1 2026
+$1.98亿+13.8%
持仓股票数
275
新买入
22
加仓
71
减仓
147
清仓
9
持股不变
35
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
5.85%5.96%$9,544.8万33.0万股$8,543.2万33.7万股-6,767股-2.01%减仓
美光科技MU
5.67%2.42%$9,252.6万8.0万股$3,473.8万10.3万股-2.3万股-22.04%减仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
3.67%3.67%$5,984.7万42.2万股$5,260.5万42.0万股+1,375股+0.33%加仓
S嘉信·USSCHX
3.36%3.3%$5,483.1万186.3万股$4,735.4万184.7万股+1.6万股+0.88%加仓
AAlphabet Inc Class CGOOG
2.95%2.74%$4,808.8万13.6万股$3,932.7万13.7万股-995股-0.73%减仓
GE VernovaGEV
2.77%2.55%$4,514.0万3.8万股$3,658.7万4.2万股-3,492股-8.33%减仓
微软MSFT
2.66%3.08%$4,340.5万11.6万股$4,419.6万11.9万股-3,033股-2.54%减仓
博通AVGO
2.61%2.56%$4,266.5万11.3万股$3,674.6万11.9万股-5,776股-4.87%减仓
亚马逊AMZN
2.59%2.61%$4,218.9万17.7万股$3,738.6万18.0万股-2,498股-1.39%减仓
摩根大通JPM
2.5%2.6%$4,074.0万12.4万股$3,723.8万12.7万股-2,127股-1.68%减仓
摩根士丹利MS
1.78%1.72%$2,910.9万13.9万股$2,472.1万15.0万股-1.1万股-7.30%减仓
SSPDR行业精选信托XLE
1.78%2.22%$2,901.4万54.6万股$3,186.7万52.0万股+2.6万股+5.02%加仓
VisaV
1.67%1.69%$2,733.0万8.0万股$2,426.3万8.0万股-620股-0.77%减仓
S嘉信策略信托SCHF
1.51%1.5%$2,469.6万89.2万股$2,143.6万86.6万股+2.5万股+2.94%加仓
礼来LLY
1.45%1.22%$2,364.9万2.0万股$1,756.0万1.9万股+625股+3.27%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.39%1.61%$2,275.1万45.0万股$2,303.1万45.5万股-5,166股-1.14%减仓
GGLOBALFOUNDRIES INC ORDINARY SHARESGFS
1.37%0.83%$2,243.5万27.2万股$1,195.4万26.9万股+3,493股+1.30%加仓
WELLTOWER COMWELL
1.37%1.31%$2,229.2万9.8万股$1,880.3万9.5万股+3,110股+3.27%加仓
IiShares安硕IEMG
1.35%1.3%$2,195.4万26.5万股$1,862.4万26.7万股-1,995股-0.75%减仓
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
1.29%1.34%$2,110.5万46.2万股$1,924.5万44.6万股+1.6万股+3.50%加仓
Meta平台META
1.18%1.35%$1,918.1万3.4万股$1,942.5万3.4万股+100股+0.29%加仓
英伟达NVDA
1.14%1.05%$1,864.2万9.3万股$1,501.7万8.6万股+7,058股+8.20%加仓
联合健康UNH
1.04%0.79%$1,690.1万4.1万股$1,125.9万4.2万股-946股-2.27%减仓
柯蒂斯怀特CW
1.03%1.06%$1,680.9万2.2万股$1,515.2万2.2万股-63股-0.28%减仓
伯克希尔哈撒韦BRK.B
0.99%1.07%$1,620.4万3.2万股$1,540.5万3.2万股+235股+0.73%加仓
谷歌AGOOGL
0.99%0.93%$1,609.8万4.5万股$1,338.9万4.7万股-1,514股-3.25%减仓
ESSENTIAL PPTYS RLTY TREPRT
0.96%0.96%$1,562.6万50.7万股$1,379.6万44.8万股+5.8万股+13.01%加仓
S嘉信·USSCHA
0.93%0.89%$1,510.7万41.8万股$1,277.0万43.9万股-2.1万股-4.78%减仓
J摩根大通交易所交易基金JEPI
0.92%1.02%$1,503.6万26.6万股$1,466.8万25.9万股+7,435股+2.87%加仓
CADENCE DESIGN SYSTEM COMAYI
0.91%0.75%$1,478.0万3.9万股$1,081.7万3.9万股+451股+1.16%加仓
SSPDR标普500 ETFSPY
0.9%0.91%$1,467.6万2.0万股$1,305.2万2.0万股-417股-2.08%减仓
IiShares安硕·BIOTECHNOLOGYIBB
0.88%0.87%$1,433.3万7.5万股$1,249.7万7.4万股+1,349股+1.82%加仓
F第一信托·USTCIBR
0.85%0.71%$1,387.3万15.4万股$1,024.8万16.3万股-9,098股-5.56%减仓
NETFLIXNFLX
0.84%1.28%$1,377.6万19.3万股$1,838.3万19.1万股+1,740股+0.91%加仓
INTERCONTINENTAL EXCHANGE COMICE
0.77%1.09%$1,259.8万10.2万股$1,566.6万10.0万股+2,721股+2.73%加仓
S道富SPIB
0.75%0.8%$1,224.0万36.6万股$1,143.1万34.1万股+2.5万股+7.33%加仓
黑石集团BX
0.75%0.82%$1,218.6万10.4万股$1,173.0万10.2万股+1,551股+1.52%加仓
MMONSTER BEVERAGE NEW COMMNST
0.74%0.62%$1,211.7万12.6万股$889.6万12.3万股+3,299股+2.69%加仓
宣伟SHW
0.74%0.77%$1,211.3万3.5万股$1,105.6万3.4万股+688股+1.99%加仓
家得宝HD
0.73%0.84%$1,183.5万3.4万股$1,197.8万3.6万股-2,864股-7.86%减仓
强生JNJ
0.71%0.79%$1,165.1万4.6万股$1,138.7万4.7万股-708股-1.52%减仓
PALO ALTOPANW
0.7%0.4%$1,150.4万3.4万股$566.9万3.5万股-1,627股-4.60%减仓
BOOKING COMBKNG
0.7%0.71%$1,141.1万6.4万股$1,020.6万2,424股+6.2万股+2,541.09%加仓
SSOLVENTUM COM SHSSOLV
0.7%0.65%$1,140.4万14.8万股$925.2万14.2万股+6,128股+4.32%加仓
QQXOQXO
0.69%0.88%$1,125.1万65.1万股$1,260.9万64.9万股+1,842股+0.28%加仓
Vulcan材料VMC
0.68%0.69%$1,106.4万3.8万股$984.2万3.6万股+1,358股+3.76%加仓
EEVERCOREEVR
0.67%0.66%$1,100.2万3.2万股$953.0万3.2万股+297股+0.93%加仓
S道富SPAB
0.65%0.68%$1,056.5万41.4万股$978.3万38.2万股+3.2万股+8.42%加仓
史赛克SYK
0.64%0.7%$1,047.4万3.3万股$1,005.1万3.1万股+2,680股+8.76%加仓
DANAHER DEL COMDHR
0.64%0.75%$1,043.4万5.5万股$1,081.8万5.7万股-2,281股-4.00%减仓

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