CIK: 0001259261
申报总市值
US$4.2亿
申报季度: 2026-03-31 · 持股只数: 114
BOSTON RESEARCH & MANAGEMENT INC在最新一期 13F 报告中披露了 114 项持股，申报期为 2026-03-31，总持股市值约为 US$4.2亿，季度换手率为 12.5%。
Boston Research & Management INC 目前披露的持仓，Herfindahl 集中度指数为 0.018——换算下来相当于约 56 个等权重仓位，明显低于其实际披露的 114 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小相当一致（变异系数为 1.02），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
减仓 MSFT
-5.9% -US$530.6万
加仓 30231g102
-6.8% US$216.0万
减仓 57636q104
-12.3% -US$254.1万
减仓 IVV
-8.7% -US$281.3万
加仓 COP
+0.9% US$163.1万
减仓 AAPL
-7.3% -US$196.1万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.51% | -0.52% | -8.68% | |
| 2 | WMT | Walmart INC | 股票-非周期性消费 | 3.25% | +0.36% | -2.11% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.24% | -1.13% | -5.93% | |
| 4 | ✓ | Alphabet Inc. | 股票-其他 | 3.01% | -0.28% | -3.36% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.99% | -0.37% | -7.30% | |
| 6 | ✓ | AbbVie Inc. | 股票-其他 | 2.50% | -0.06% | -0.69% | |
| 7 | ✓ | Cisco Systems, Inc. | 股票-其他 | 2.31% | — | -0.62% | |
| 8 | ✓ | J P Morgan Chase And Co | 股票-其他 | 2.26% | -0.20% | -2.09% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.24% | — | -0.38% | |
| 10 | FAST | Fastenal Co | 股票-工业 | 2.22% | +0.34% | -0.74% | |
| 11 | ✓ | Exxon Mobil Corporation | 股票-其他 | 2.14% | +0.56% | -6.75% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.01% | -0.09% | -2.39% | |
| 13 | ✓ | Mastercard Incorporated | 股票-其他 | 1.99% | -0.53% | -12.35% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.90% | +0.30% | +0.88% | |
| 15 | ✓ | Linde plc | 股票-其他 | 1.86% | +0.35% | +2.86% | |
| 16 | TSCO | Tractor Supply Company | 股票-周期性消费 | 1.82% | -0.10% | +1.68% | |
| 17 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.82% | — | -0.29% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.78% | — | -0.29% | |
| 19 | ✓ | iShares MSCI Emerging Markets ETF | ETF-新兴市场 | 1.71% | — | -0.55% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.66% | -0.12% | +0.13% | |
| 21 | NEE | Nextera Energy INC | 股票-公用事业 | 1.63% | +0.25% | -0.85% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | -0.07% | -0.36% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.61% | — | -0.79% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工业 | 1.60% | +0.34% | -1.22% | |
| 25 | ✓ | Xylem Inc. | 股票-其他 | 1.59% | -0.22% | -2.63% | |
| 26 | SNA | Snap-on INC | 股票-工业 | 1.55% | — | -0.94% | |
| 27 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公债 | 1.50% | — | -0.33% | |
| 28 | LH | Labcorp Holdings INC | 股票-医疗保健 | 1.48% | +0.12% | -1.00% | |
| 29 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.46% | -0.18% | +5.21% | |
| 30 | ✓ | Duke Energy Corporation | 股票-其他 | 1.42% | +0.19% | +0.67% | |
| 31 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.34% | +0.14% | -0.70% | |
| 32 | ✓ | D.R. Horton, Inc. | 股票-其他 | 1.31% | -0.05% | -1.29% | |
| 33 | COP | Conocophillips | 股票-能源 | 1.30% | +0.41% | +0.93% | |
| 34 | ✓ | Verizon Communications Inc. | 股票-其他 | 1.29% | +0.27% | -0.44% | |
| 35 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.26% | -0.15% | +2.22% | |
| 36 | PEP | Pepsico INC | 股票-非周期性消费 | 1.24% | +0.12% | -0.62% | |
| 37 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 1.23% | +0.14% | +0.99% | |
| 38 | USB | US Bancorp | 股票-金融 | 1.17% | — | — | |
| 39 | SYY | Sysco CORP | 股票-非周期性消费 | 1.15% | — | +0.11% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.11% | -0.11% | +3.92% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.09% | -0.04% | -7.48% | |
| 42 | ✓ | Select Sector Spdr Tr | 股票-其他 | 1.09% | +0.31% | -1.25% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.08% | — | -0.57% | |
| 44 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.06% | — | +16.51% | |
| 45 | MDT | Medtronic plc | 股票-医疗保健 | 1.04% | -0.05% | +3.08% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工业 | 0.99% | +0.09% | +8.08% | |
| 47 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.98% | +0.10% | -0.28% | |
| 48 | ✓ | Equinix, Inc. | 股票-其他 | 0.96% | +0.27% | +4.93% | |
| 49 | GIS | General Mills INC | 股票-非周期性消费 | 0.95% | -0.12% | +7.79% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.94% | — | — |
Q3 2026表现
+2.1%
近4个季度表现
+14%
基于可获取价格的持仓（占申报价值的70%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 114 | US$4.2亿 | 13 | |
| 2025-12-31 | 120 | US$4.3亿 | 11 | |
| 2025-09-30 | 119 | US$4.5亿 | 15 | |
| 2025-06-30 | 116 | US$4.2亿 | 0 | |
| 2025-03-31 | 116 | US$4.0亿 | 100 | |
| 2024-12-31 | 115 | US$4.1亿 | 0 | |
| 2024-09-30 | 115 | US$4.3亿 | 0 | |
| 2024-06-30 | 114 | US$4.0亿 | 0 | |
| 2024-03-31 | 116 | US$4.0亿 | 0 | |
| 2023-12-31 | 114 | US$3.8亿 | 0 | |
| 2023-09-30 | 114 | US$3.4亿 | 0 | |
| 2023-06-30 | 113 | US$3.5亿 | 0 | |
| 2023-03-31 | 110 | US$3.3亿 | 0 | |
| 2022-12-31 | 106 | US$3.2亿 | 0 | |
| 2022-09-30 | 102 | US$2.9亿 | 0 | |
| 2022-06-30 | 106 | US$3.1亿 | 0 | |
| 2022-03-31 | 111 | US$3.4亿 | 0 | |
| 2021-12-31 | 112 | US$3.7亿 | 0 | |
| 2021-09-30 | 108 | US$3.4亿 | 0 | |
| 2021-06-30 | 108 | US$3.3亿 | 100 | |
| 2021-03-31 | 105 | US$3.1亿 | 9 | |
| 2020-12-31 | 104 | US$2.9亿 | 13 | |
| 2020-09-30 | 101 | US$2.6亿 | 11 | |
| 2020-06-30 | 97 | US$2.4亿 | 19 | |
| 2020-03-31 | 92 | US$2.0亿 | 30 | |
| 2019-12-31 | 101 | US$2.7亿 | 8 | |
| 2019-09-30 | 99 | US$2.5亿 | 8 | |
| 2019-06-30 | 99 | US$2.5亿 | 7 | |
| 2019-03-31 | 104 | US$2.4亿 | 14 | |
| 2018-12-31 | 100 | US$2.1亿 | 17 | |
| 2018-09-30 | 101 | US$2.2亿 | 9 | |
| 2018-06-30 | 97 | US$2.0亿 | 9 | |
| 2018-03-31 | 95 | US$2.0亿 | 9 | |
| 2017-12-31 | 97 | US$2.0亿 | 8 | |
| 2017-09-30 | 96 | US$2.0亿 | 11 | |
| 2017-06-30 | 95 | US$1.8亿 | 7 | |
| 2017-03-31 | 96 | US$1.8亿 | 8 | |
| 2016-12-31 | 95 | US$1.8亿 | 10 | |
| 2016-09-30 | 93 | US$1.7亿 | 10 | |
| 2016-06-30 | 95 | US$1.6亿 | 7 | |
| 2016-03-31 | 94 | US$1.6亿 | 21 | |
| 2015-12-31 | 98 | US$1.6亿 | 18 | |
| 2015-09-30 | 98 | US$1.5亿 | 19 | |
| 2015-06-30 | 98 | US$1.6亿 | 8 | |
| 2015-03-31 | 100 | US$1.6亿 | 11 | |
| 2014-12-31 | 104 | US$1.6亿 | 18 | |
| 2014-09-30 | 102 | US$1.5亿 | 11 | |
| 2014-06-30 | 100 | US$1.4亿 | 12 | |
| 2014-03-31 | 99 | US$1.4亿 | 7 | |
| 2013-12-31 | 94 | US$1.3亿 | 11 | |
| 2013-09-30 | 89 | US$1.2亿 | 7 | |
| 2013-06-30 | 83 | US$1.1亿 | — |
Boston Research & Management INC 在 2026-03-31 最显著的持仓异动： 清仓: Ishares US Consumer Staples (IYK); 清仓: Yum! Brands INC (YUM); 清仓: Boeing Co/the (BA); 减仓: Microsoft CORP (MSFT) — 股数 -5.93%; 减仓: Exxon Mobil Corporation — 股数 -6.75%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Exxon Mobil Corporation | +0.6% | -6.75% | 减仓 |
| 2 | COP | Conocophillips | +0.4% | +0.93% | 加仓 |
| 3 | WMT | Walmart INC | +0.4% | -2.11% | 减仓 |
| 4 | ✓ | Linde plc | +0.4% | +2.86% | 加仓 |
| 5 | LMT | Lockheed Martin CORP | +0.3% | -1.22% | 减仓 |
| 6 | FAST | Fastenal Co | +0.3% | -0.74% | 减仓 |
| 7 | ✓ | Select Sector Spdr Tr | +0.3% | -1.25% | 减仓 |
| 8 | MRK | Merck & Co. INC. | +0.3% | +0.88% | 加仓 |
| 9 | ✓ | Equinix, Inc. | +0.3% | +4.93% | 加仓 |
| 10 | ✓ | Verizon Communications Inc. | +0.3% | -0.44% | 减仓 |
| 11 | NEE | Nextera Energy INC | +0.3% | -0.85% | 减仓 |
| 12 | ✓ | Duke Energy Corporation | +0.2% | +0.67% | 加仓 |
| 13 | CMCSA | Comcast Corp-class A | +0.2% | +26.82% | 加仓 |
| 14 | CL | Colgate-palmolive Co | +0.1% | +0.99% | 加仓 |
| 15 | KO | Coca-cola Co/the | +0.1% | -0.70% | 减仓 |
| 16 | CAT | Caterpillar INC | +0.1% | — | 不变 |
| 17 | PEP | Pepsico INC | +0.1% | -0.62% | 减仓 |
| 18 | LH | Labcorp Holdings INC | +0.1% | -1.00% | 减仓 |
| 19 | CVX | Chevron CORP | +0.1% | -2.53% | 减仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | — | 不变 |
| 21 | IAU | Ishares Gold Trust | +0.1% | -0.28% | 减仓 |
| 22 | UPS | United Parcel Service-cl B | +0.1% | +8.08% | 加仓 |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | -7.48% | 减仓 |
| 24 | ✓ | D.R. Horton, Inc. | -0.1% | -1.29% | 减仓 |
| 25 | MDT | Medtronic plc | -0.1% | +3.08% | 加仓 |
| 26 | ✓ | AbbVie Inc. | -0.1% | -0.69% | 减仓 |
| 27 | NVDA | Nvidia CORP | -0.1% | -0.36% | 减仓 |
| 28 | CTAS | Cintas CORP | -0.1% | — | 不变 |
| 29 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -26.38% | 减仓 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.39% | 减仓 |
| 31 | TSCO | Tractor Supply Company | -0.1% | +1.68% | 加仓 |
| 32 | ORCL | Oracle CORP | -0.1% | -0.66% | 减仓 |
| 33 | DIS | Walt Disney Co/the | -0.1% | +3.92% | 加仓 |
| 34 | GE | General Electric | -0.1% | -59.33% | 减仓 |
| 35 | AMZN | Amazon.com INC | -0.1% | +0.13% | 加仓 |
| 36 | GIS | General Mills INC | -0.1% | +7.79% | 加仓 |
| 37 | ✓ | Alphabet Inc. | -0.1% | -21.91% | 减仓 |
| 38 | TMO | Thermo Fisher Scientific INC | -0.2% | +2.22% | 加仓 |
| 39 | ABT | Abbott Laboratories | -0.2% | +5.21% | 加仓 |
| 40 | ✓ | J P Morgan Chase And Co | -0.2% | -2.09% | 减仓 |
| 41 | ✓ | Xylem Inc. | -0.2% | -2.63% | 减仓 |
| 42 | ✓ | Alphabet Inc. | -0.3% | -3.36% | 减仓 |
| 43 | ACN | Accenture plc | -0.3% | -3.34% | 减仓 |
| 44 | AAPL | Apple INC | -0.4% | -7.30% | 减仓 |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.5% | -8.68% | 减仓 |
| 46 | ✓ | Mastercard Incorporated | -0.5% | -12.35% | 减仓 |
| 47 | MSFT | Microsoft CORP | -1.1% | -5.93% | 减仓 |
| 48 | IYK | Ishares US Consumer Staples | — | EXIT | 清仓 |
| 49 | YUM | Yum! Brands INC | — | EXIT | 清仓 |
| 50 | BA | Boeing Co/the | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-10 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-11 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-12 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-12 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-13 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-12 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-13 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-08-01 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-10 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-13 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-08-11 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-12 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-02-10 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-11-10 | 修正案 | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-11-10 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-08-11 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-05-11 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-02-09 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-11-09 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-08-10 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-05-08 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-02-07 | 13F-HR | 在 EDGAR 上查看 |
| 2019-09-30 | 2019-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-08-07 | 13F-HR | 在 EDGAR 上查看 |
| 2019-03-31 | 2019-05-07 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-02-06 | 13F-HR | 在 EDGAR 上查看 |
| 2018-09-30 | 2018-11-13 | 13F-HR | 在 EDGAR 上查看 |
| 2018-06-30 | 2018-07-30 | 13F-HR | 在 EDGAR 上查看 |
| 2018-03-31 | 2018-05-09 | 13F-HR | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-02-09 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-11-09 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-08-08 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-05-05 | 13F-HR | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-02-09 | 13F-HR | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-11-07 | 13F-HR | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-08-10 | 13F-HR | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2015-12-31 | 2016-02-11 | 13F-HR | 在 EDGAR 上查看 |
| 2015-09-30 | 2015-11-09 | 13F-HR | 在 EDGAR 上查看 |
| 2015-06-30 | 2015-07-31 | 13F-HR | 在 EDGAR 上查看 |
| 2015-03-31 | 2015-05-11 | 13F-HR | 在 EDGAR 上查看 |
| 2014-12-31 | 2015-02-11 | 13F-HR | 在 EDGAR 上查看 |
| 2014-09-30 | 2014-11-04 | 13F-HR | 在 EDGAR 上查看 |
| 2014-06-30 | 2014-08-12 | 13F-HR | 在 EDGAR 上查看 |
| 2014-03-31 | 2014-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2013-12-31 | 2014-02-07 | 13F-HR | 在 EDGAR 上查看 |
| 2013-09-30 | 2013-11-08 | 13F-HR | 在 EDGAR 上查看 |
| 2013-06-30 | 2013-08-13 | 修正案 | 在 EDGAR 上查看 |
| 2013-06-30 | 2013-08-12 | 13F-HR | 在 EDGAR 上查看 |
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