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Birch Hill 投资顾问 · 13F 持仓分析
期权收益计算器 机构排行

Birch Hill 投资顾问

Birch Hill Investment Advisors LLCNo.1543 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$24.69亿
环比变动 Q1 2026
+$2.41亿+10.8%
持仓股票数
211
新买入
19
加仓
50
减仓
76
清仓
3
持股不变
66
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
亚马逊AMZN
5.28%5.13%$1.30亿54.7万股$1.14亿54.9万股-2,366股-0.43%减仓
安费诺APH
5.14%3.96%$1.27亿72.0万股$8,820.6万69.8万股+2.2万股+3.12%加仓
谷歌AGOOGL
4.55%4.2%$1.12亿31.5万股$9,346.1万32.5万股-1.0万股-3.18%减仓
伯克希尔哈撒韦BRK.B
4.31%4.58%$1.06亿21.3万股$1.02亿21.3万股-395股-0.19%减仓
苹果AAPL
4.3%4.12%$1.06亿36.7万股$9,175.0万36.2万股+5,550股+1.54%加仓
微软MSFT
4.28%4.66%$1.06亿28.4万股$1.04亿28.1万股+2,938股+1.05%加仓
罗克韦尔自动化ROK
3.73%3.04%$9,211.1万18.6万股$6,773.1万18.9万股-2,677股-1.42%减仓
TJXTJX
3.51%4.15%$8,668.7万57.2万股$9,246.9万57.9万股-6,825股-1.18%减仓
阿斯麦ASML
3.31%2.35%$8,180.6万4.1万股$5,246.0万4.0万股+1,403股+3.53%加仓
艺康ECL
3.3%3.46%$8,153.2万29.3万股$7,704.3万29.0万股+3,026股+1.04%加仓
IIBMIBM
3.3%3.04%$8,140.9万28.9万股$6,771.7万27.9万股+1.0万股+3.62%加仓
Watts水技术WTS
3.08%2.47%$7,600.8万19.4万股$5,495.5万18.9万股+4,861股+2.57%加仓
福泰制药VRTX
2.97%3.02%$7,336.8万14.8万股$6,733.6万15.1万股-3,093股-2.05%减仓
MMARSH & MCLENNAN COS COMMRSH
2.77%3.33%$6,837.3万41.0万股$7,416.0万42.8万股-1.7万股-4.05%减仓
爱德华生命科学EW
2.69%2.66%$6,652.2万73.5万股$5,927.5万74.0万股-4,823股-0.65%减仓
AAlphabet Inc Class CGOOG
2.53%2.33%$6,254.4万17.7万股$5,194.3万18.1万股-4,061股-2.24%减仓
WEST PHARMACEUTICAL SVSCWST
2.32%1.81%$5,733.1万16.0万股$4,039.3万16.1万股-1,463股-0.91%减仓
LINCOLN ELECLECO
2.18%2.24%$5,381.8万20.3万股$4,984.6万20.0万股+2,575股+1.29%加仓
ANALOG DEVICES COMADI
1.82%1.64%$4,484.2万11.3万股$3,653.9万11.5万股-1,949股-1.70%减仓
KROGER COMKR
1.79%2.57%$4,422.3万79.6万股$5,734.9万79.3万股+3,831股+0.48%加仓
标普全球SPGI
1.69%2.02%$4,173.1万10.2万股$4,500.9万10.6万股-3,352股-3.17%减仓
好市多COST
1.32%1.57%$3,261.2万3.5万股$3,491.4万3.5万股-177股-0.51%减仓
强生JNJ
1.3%1.45%$3,215.9万12.7万股$3,224.0万13.2万股-5,269股-3.99%减仓
IiShares安硕·COREIJR
1.28%1.18%$3,171.2万21.4万股$2,620.9万21.1万股+2,993股+1.42%加仓
CLOROX DELCLX
1.26%1.38%$3,101.0万32.5万股$3,084.0万29.8万股+2.7万股+9.18%加仓
摩根大通JPM
1.25%1.26%$3,089.3万9.4万股$2,809.5万9.6万股-1,130股-1.18%减仓
FFiservFISV
1.24%1.33%$3,057.2万62.3万股$2,952.4万52.9万股+9.4万股+17.80%加仓
IiShares安硕信托IVV
1.24%1.2%$3,052.7万4.1万股$2,665.9万4.1万股-49股-0.12%减仓
万事达MA
1.2%1.29%$2,952.1万5.7万股$2,867.8万5.7万股+85股+0.15%加仓
固安捷GWW
1.16%1.04%$2,851.9万2.1万股$2,321.9万2.1万股-322股-1.51%减仓
英伟达NVDA
1.1%1.01%$2,722.9万13.6万股$2,243.0万12.9万股+7,476股+5.81%加仓
百事可乐PEP
1.01%1.29%$2,503.7万18.5万股$2,880.2万18.5万股-560股-0.30%减仓
ALCON ORD SHSALC
0.87%1.4%$2,144.5万32.0万股$3,120.6万41.4万股-9.5万股-22.83%减仓
N新纪元能源NEE
0.8%0.69%$1,977.1万22.5万股$1,540.4万16.6万股+5.9万股+35.82%加仓
特灵科技TT
0.75%0.7%$1,841.9万3.8万股$1,562.9万3.8万股00.00%持仓不变
CARLISLE COSCSL
0.73%0.73%$1,797.0万5.0万股$1,635.8万4.9万股+505股+1.03%加仓
J摩根大通·BETABUILDERSBBJP
0.61%0.48%$1,508.4万20.0万股$1,072.6万15.6万股+4.5万股+28.68%加仓
LabcorpECL
0.58%0.73%$1,429.9万5.1万股$1,628.1万6.1万股-9,953股-16.31%减仓
宝洁PG
0.54%0.57%$1,327.4万9.1万股$1,278.0万8.8万股+2,036股+2.30%加仓
默沙东MRK
0.46%0.48%$1,130.4万8.8万股$1,068.2万8.9万股-833股-0.94%减仓
BBANK OF AMERBAC
0.41%0.4%$1,016.7万17.8万股$891.7万18.3万股-4,486股-2.45%减仓
博通AVGO
0.38%0.35%$941.7万2.5万股$772.5万2.5万股-30股-0.12%减仓
IiShares安硕·COREIJH
0.38%0.36%$933.5万12.1万股$802.1万11.9万股+2,287股+1.93%加仓
CCHEWY CL ACHWY
0.38%0.87%$933.3万47.5万股$1,928.5万71.4万股-23.9万股-33.50%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.35%0.35%$859.0万8.3万股$786.9万8.1万股+1,671股+2.06%加仓
V先锋领航·FSTEVWO
0.32%0.32%$795.5万13.3万股$704.5万13.0万股+2,931股+2.25%加仓
V先锋领航·FTSEVEA
0.32%0.29%$785.7万11.0万股$652.2万10.2万股+8,499股+8.35%加仓
优步UBER
0.31%0.37%$772.1万10.7万股$819.6万11.4万股-6,952股-6.10%减仓
BXPBXP
0.3%0.27%$735.5万11.1万股$595.5万11.5万股-3,825股-3.33%减仓
I景顺交易所交易基金信托RSP
0.3%0.3%$734.9万3.5万股$676.9万3.5万股-732股-2.08%减仓

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