13FBOX
Ipswich Investment Management Co., Inc. · 13F 持仓分析
期权收益计算器 机构排行

Ipswich Investment Management Co., Inc.

No.4384 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.74亿
环比变动 Q1 2026
+$4,776.6万+11.2%
持仓股票数
190
新买入
10
加仓
38
减仓
67
清仓
5
持股不变
75
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
5.07%5.01%$2,403.5万8.3万股$2,133.7万8.4万股-1,012股-1.20%减仓
微软MSFT
4.91%5.35%$2,326.4万6.2万股$2,279.0万6.2万股+800股+1.30%加仓
谷歌AGOOGL
4.13%3.75%$1,956.2万5.5万股$1,597.5万5.6万股-815股-1.47%减仓
卡特彼勒CAT
3.51%2.62%$1,664.1万1.6万股$1,117.2万1.6万股-142股-0.90%减仓
IiShares安硕信托IWV
3.33%3.21%$1,575.4万3.7万股$1,365.6万3.7万股+106股+0.29%加仓
摩根大通JPM
2.99%3.1%$1,418.2万4.3万股$1,319.8万4.5万股-1,540股-3.43%减仓
英伟达NVDA
2.93%2.92%$1,386.2万6.9万股$1,244.3万7.1万股-2,068股-2.90%减仓
好市多COST
2.73%3.3%$1,292.0万1.4万股$1,403.9万1.4万股-278股-1.97%减仓
埃克森美孚XOM
2.6%3.41%$1,229.6万9.0万股$1,450.7万8.6万股+4,424股+5.17%加仓
PALO ALTOPANW
2.43%1.3%$1,151.8万3.4万股$552.4万3.4万股-682股-1.98%减仓
亚马逊AMZN
2.38%2.36%$1,128.5万4.7万股$1,006.6万4.8万股-982股-2.03%减仓
阿斯麦ASML
2.33%1.77%$1,103.6万5,547股$754.6万5,713股-166股-2.91%减仓
德州仪器TXN
2.14%1.68%$1,015.3万3.4万股$714.0万3.7万股-2,717股-7.39%减仓
强生JNJ
2%2.12%$947.1万3.7万股$902.3万3.7万股+382股+1.03%加仓
VisaV
1.86%1.89%$878.8万2.6万股$806.7万2.7万股-1,075股-4.03%减仓
PROGRESSIVEPGR
1.8%1.5%$852.1万3.9万股$637.6万3.2万股+6,844股+21.28%加仓
礼来LLY
1.7%1.36%$806.9万6,727股$579.2万6,297股+430股+6.83%加仓
TJXTJX
1.58%1.75%$750.5万5.0万股$745.8万4.7万股+2,840股+6.08%加仓
WWATSCOWSO
1.44%1.39%$683.2万1.6万股$592.7万1.6万股+102股+0.63%加仓
林德LIN
1.31%1.46%$621.4万1.2万股$621.5万1.3万股-562股-4.48%减仓
默沙东MRK
1.27%1.33%$602.8万4.7万股$564.3万4.7万股00.00%持仓不变
TTEXAS PACIFIC LAND CORPORATITPL
1.24%1.4%$587.3万1.3万股$596.8万1.3万股+844股+6.71%加仓
雪佛龙CVX
1.24%1.78%$587.1万3.5万股$757.9万3.7万股-1,211股-3.31%减仓
宝洁PG
1.2%1.23%$570.1万3.9万股$523.6万3.6万股+2,626股+7.24%加仓
AMGEN COMAMGN
1.16%1.31%$551.7万1.5万股$556.6万1.6万股-586股-3.70%减仓
ONEOKOKE
1.16%1.26%$548.1万6.3万股$537.2万5.9万股+3,615股+6.08%加仓
AAlphabet Inc Class CGOOG
1.15%1.03%$543.1万1.5万股$439.8万1.5万股+40股+0.26%加仓
MMARSH & MCLENNAN COS COMMRSH
1.13%1.46%$535.0万3.2万股$619.7万3.6万股-3,630股-10.16%减仓
CHUBB LIMITEDCB
1.13%1.26%$534.9万1.6万股$535.4万1.6万股-727股-4.43%减仓
应用材料AMAT
1.12%0.59%$532.6万7,366股$251.8万7,366股00.00%持仓不变
IiShares安硕信托IVV
1.1%0.88%$522.4万6,976股$374.3万5,731股+1,245股+21.72%加仓
AAMRIZE SHSAMRZ
0.91%1.02%$430.0万8.1万股$435.9万7.8万股+2,878股+3.70%加仓
卡梅科CCJ
0.9%1.06%$426.2万4.2万股$453.4万4.2万股+91股+0.22%加仓
可口可乐KO
0.69%0.68%$328.5万4.0万股$290.2万3.8万股+2,265股+5.94%加仓
GE航空GE
0.67%0.57%$315.8万8,450股$243.6万8,583股-133股-1.55%减仓
康明斯CMI
0.67%0.58%$315.0万4,417股$248.7万4,622股-205股-4.44%减仓
IIBMIBM
0.64%0.61%$301.0万1.1万股$260.2万1.1万股-28股-0.26%减仓
艾伯维ABBV
0.63%0.6%$299.4万1.2万股$254.4万1.2万股+200股+1.71%加仓
NETFLIXNFLX
0.6%0.78%$283.6万4.0万股$330.8万3.4万股+5,315股+15.45%加仓
BROOKFIELD INFRASTRUCTUREBIPC
0.58%0.74%$273.5万7.1万股$315.4万8.0万股-8,778股-11.00%减仓
AMD超威AMD
0.56%0.22%$266.1万4,580股$93.2万4,580股00.00%持仓不变
诺华NVS
0.55%0.5%$259.9万1.7万股$211.3万1.4万股+2,750股+19.88%加仓
百事可乐PEP
0.55%0.71%$259.5万1.9万股$302.5万1.9万股-312股-1.60%减仓
BANK NOVA SCOTIA B CBNS
0.54%0.45%$257.7万3.0万股$191.8万2.8万股+2,000股+7.23%加仓
雷神技术RTX
0.54%0.61%$254.2万1.3万股$260.6万1.4万股-116股-0.86%减仓
GE VernovaGEV
0.53%0.44%$248.7万2,117股$187.7万2,150股-33股-1.53%减仓
联合太平洋铁路UNP
0.52%0.51%$248.5万9,135股$219.0万9,025股+110股+1.22%加仓
艾默生电气EMR
0.52%0.53%$248.4万1.7万股$227.3万1.7万股00.00%持仓不变
诺和诺德NVO
0.51%0.38%$241.7万5.0万股$160.0万4.4万股+6,870股+15.78%加仓
SterisSTE
0.51%0.61%$241.4万1.1万股$258.3万1.2万股-215股-1.84%减仓

🧭 机构资金流板块热力图

净流出 净流入