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BOSTON RESEARCH & MANAGEMENT INC
特别关注No.4528 数据截至 2026Q2环比变动 Q1 2026
+$1.53亿+51.0%
| 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 |
|---|
| IiShares安硕信托IVV |
| 4.78% | 6.33% | $2,161.5万 | 2.9万股 | $1,898.6万 | 2.9万股 | -203股-0.70% | 减仓 |
 谷歌AGOOGL |
| 3.43% | — | $1,551.2万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 思科CSCO |
| 3.21% | — | $1,453.5万 | 12.4万股 | $0 | 0股 | +12.4万股 | 新买入 |
 苹果AAPL |
| 3.14% | 4.21% | $1,421.4万 | 4.9万股 | $1,260.6万 | 5.0万股 | -551股-1.11% | 减仓 |
 微软MSFT |
| 3.05% | 4.55% | $1,378.4万 | 3.7万股 | $1,364.4万 | 3.7万股 | +93股+0.25% | 加仓 |
 沃尔玛WMT |
| 2.7% | 4.57% | $1,220.2万 | 10.8万股 | $1,368.6万 | 11.0万股 | -2,390股-2.17% | 减仓 |
 艾伯维ABBV |
| 2.68% | — | $1,211.1万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| IiShares安硕·COREIJR |
| 2.47% | 3.14% | $1,116.8万 | 7.5万股 | $941.3万 | 7.6万股 | -427股-0.56% | 减仓 |
 摩根大通JPM |
| 2.33% | — | $1,053.8万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| FFASTENAL COMFAST |
| 2.12% | 3.12% | $960.0万 | 20.0万股 | $934.3万 | 20.1万股 | -1,495股-0.74% | 减仓 |
| B纽约梅隆银行BK |
| 2.04% | 2.56% | $923.8万 | 6.4万股 | $766.8万 | 6.5万股 | -755股-1.17% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.92% | 2.83% | $869.0万 | 1.7万股 | $846.8万 | 1.8万股 | -306股-1.73% | 减仓 |
 万事达MA |
| 1.88% | — | $852.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 默沙东MRK |
| 1.87% | 2.67% | $846.1万 | 6.6万股 | $800.7万 | 6.7万股 | -727股-1.09% | 减仓 |
| IiShares安硕IEMG |
| 1.84% | — | $834.5万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 林德LIN |
| 1.79% | — | $810.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 亚马逊AMZN |
| 1.76% | 2.33% | $795.3万 | 3.3万股 | $699.4万 | 3.4万股 | -215股-0.64% | 减仓 |
 英伟达NVDA |
| 1.7% | 2.27% | $769.8万 | 3.8万股 | $680.9万 | 3.9万股 | -572股-1.46% | 减仓 |
 埃克森美孚XOM |
| 1.6% | — | $723.9万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 实耐宝SNA |
| 1.58% | 2.18% | $713.5万 | 1.8万股 | $652.1万 | 1.8万股 | -223股-1.24% | 减仓 |
 宝洁PG |
| 1.52% | 2.25% | $687.9万 | 4.7万股 | $675.9万 | 4.7万股 | +111股+0.24% | 加仓 |
 赛莱默XYL |
| 1.49% | — | $673.9万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| IiShares安硕信托IEFA |
| 1.46% | — | $662.2万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 D R HORTONDHI |
| 1.44% | — | $652.6万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 艺康ECL |
| 1.44% | 2.07% | $651.6万 | 2.3万股 | $621.9万 | 2.3万股 | -37股-0.16% | 减仓 |
 麦当劳MCD |
| 1.43% | 2.5% | $649.0万 | 2.4万股 | $749.0万 | 2.4万股 | -92股-0.38% | 减仓 |
| N新纪元能源NEE |
| 1.43% | 2.29% | $647.6万 | 7.4万股 | $687.0万 | 7.4万股 | -190股-0.26% | 减仓 |
 可口可乐KO |
| 1.32% | 1.88% | $598.5万 | 7.4万股 | $563.5万 | 7.4万股 | -460股-0.62% | 减仓 |
 礼来LLY |
| 1.28% | 1.48% | $579.7万 | 4,833股 | $444.5万 | 4,833股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 1.28% | — | $577.5万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 SYSCO COMSYY |
| 1.26% | 1.61% | $572.1万 | 6.8万股 | $482.4万 | 6.8万股 | +816股+1.21% | 加仓 |
 洛克希德马丁LMT |
| 1.26% | 2.25% | $569.4万 | 1.1万股 | $674.5万 | 1.1万股 | +16股+0.14% | 加仓 |
 美国合众银行USB |
| 1.25% | 1.65% | $567.2万 | 9.4万股 | $494.3万 | 9.5万股 | -1,145股-1.20% | 减仓 |
 高露洁CL |
| 1.22% | 1.72% | $554.3万 | 6.0万股 | $517.0万 | 6.1万股 | -205股-0.34% | 减仓 |
 雅保ALB |
| 1.22% | — | $552.5万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| T赛默飞世尔TMO |
| 1.22% | 1.77% | $550.2万 | 1.1万股 | $531.5万 | 1.1万股 | +160股+1.48% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.2% | 1.53% | $541.6万 | 1.8万股 | $458.7万 | 1.8万股 | -470股-2.54% | 减仓 |
 雅培ABT |
| 1.19% | 2.04% | $539.7万 | 5.9万股 | $612.6万 | 6.0万股 | -202股-0.34% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 1.18% | 2.56% | $535.0万 | 16.9万股 | $767.7万 | 16.9万股 | -215股-0.13% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 1.52% | $520.6万 | 6,971股 | $455.6万 | 7,006股 | -35股-0.50% | 减仓 |
 LOWES COS COMLOW |
| 1.11% | 0.08% | $501.5万 | 2.3万股 | $23.1万 | 980股 | +2.2万股+2,220.92% | 加仓 |
 百事可乐PEP |
| 1.02% | 1.75% | $462.3万 | 3.4万股 | $524.0万 | 3.4万股 | +396股+1.17% | 加仓 |
 威瑞森VZ |
| 1.01% | — | $458.9万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 迪士尼DIS |
| 1.01% | 1.56% | $458.4万 | 4.8万股 | $466.2万 | 4.8万股 | -750股-1.55% | 减仓 |
| G通用动力VTI |
| 1.01% | 1.32% | $458.1万 | 1.2万股 | $397.1万 | 1.2万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 1.01% | 1.39% | $455.3万 | 4.2万股 | $417.4万 | 4.2万股 | -85股-0.20% | 减仓 |
 康菲石油COP |
| 0.95% | 1.83% | $430.1万 | 4.1万股 | $548.5万 | 4.2万股 | -193股-0.46% | 减仓 |
 EquinixEQIX |
| 0.94% | — | $424.0万 | 4,068股 | $0 | 0股 | +4,068股 | 新买入 |
 美敦力MDT |
| 0.88% | 1.46% | $400.5万 | 5.1万股 | $437.9万 | 5.1万股 | +655股+1.30% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.87% | — | $395.1万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
