BOSTON RESEARCH & MANAGEMENT INC
- SEC CIK
- 0001259261
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/11。SEC
- 持股檔數
- 121
- 較 2026 年第 1 季 +6
- 總值
- $4.53 億
- 較 2026 年第 1 季 −$3.97 億 (−46.7%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF464287200 | ETF | 28,863 | $2,161.53 萬 | 4.78% | −29,270−50.4% | 減碼 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 43,406 | $1,551.21 萬 | 3.43% | −44,826−50.8% | 減碼 | 查看 |
| CSCOCISCO SYS INC COM | Stock | 123,742 | $1,453.47 萬 | 3.21% | −127,311−50.7% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 49,123 | $1,421.43 萬 | 3.14% | −50,225−50.6% | 減碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 36,953 | $1,378.42 萬 | 3.05% | −36,767−49.9% | 減碼 | 查看 |
| WMTWALMART INC COM | Stock | 107,734 | $1,220.2 萬 | 2.70% | −112,514−51.1% | 減碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 48,129 | $1,211.12 萬 | 2.68% | −48,577−50.2% | 減碼 | 查看 |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 75,300 | $1,116.77 萬 | 2.47% | −76,154−50.3% | 減碼 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 32,195 | $1,053.82 萬 | 2.33% | −32,532−50.3% | 減碼 | 查看 |
| FASTFASTENAL CO COM | Stock | 199,875 | $960 萬 | 2.12% | −202,865−50.4% | 減碼 | 查看 |
| BNYBANK OF NY MELLON CORP COM | Stock | 63,884 | $923.83 萬 | 2.04% | −65,394−50.6% | 減碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 17,366 | $868.98 萬 | 1.92% | −17,978−50.9% | 減碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 16,607 | $852.93 萬 | 1.88% | −16,898−50.4% | 減碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 65,845 | $846.11 萬 | 1.87% | −67,299−50.5% | 減碼 | 查看 |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 100,742 | $834.55 萬 | 1.84% | −105,869−51.2% | 減碼 | – |
| LINLINDE PLC SHS | Stock | 15,624 | $810.8 萬 | 1.79% | −15,912−50.5% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 33,369 | $795.32 萬 | 1.76% | −33,799−50.3% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 38,473 | $769.81 萬 | 1.70% | −39,617−50.7% | 減碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 52,945 | $723.86 萬 | 1.60% | −53,425−50.2% | 減碼 | 查看 |
| SNASNAP ON INC | COM | 17,731 | $713.5 萬 | 1.58% | −18,177−50.6% | 減碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 46,908 | $687.86 萬 | 1.52% | −46,686−49.9% | 減碼 | 查看 |
| XYLXYLEM INC | COM | 57,009 | $673.9 萬 | 1.49% | −55,245−49.2% | 減碼 | 查看 |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 68,567 | $662.22 萬 | 1.46% | −70,537−50.7% | 減碼 | – |
| DHID R HORTON INC | COM | 40,067 | $652.61 萬 | 1.44% | −40,513−50.3% | 減碼 | 查看 |
| LHLABCORP HOLDINGS INC COM SHS | Stock | 23,271 | $651.58 萬 | 1.44% | −23,346−50.1% | 減碼 | 查看 |
| MCDMCDONALDS CORP COM | Stock | 24,010 | $649 萬 | 1.43% | −24,195−50.2% | 減碼 | 查看 |
| NEENEXTERA ENERGY INC COM | Stock | 73,786 | $647.62 萬 | 1.43% | −74,166−50.1% | 減碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 73,647 | $598.53 萬 | 1.32% | −74,567−50.3% | 減碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 4,833 | $579.68 萬 | 1.28% | −4,833−50.0% | 減碼 | 查看 |
| DUKDUKE ENERGY CORP NEW COM NEW | Stock | 45,624 | $577.51 萬 | 1.28% | −45,800−50.1% | 減碼 | 查看 |
| SYYSYSCO CORP COM | Stock | 68,451 | $572.11 萬 | 1.26% | −66,820−49.4% | 減碼 | 查看 |
| LMTLOCKHEED MARTIN CORP COM | Stock | 11,177 | $569.43 萬 | 1.26% | −11,145−49.9% | 減碼 | 查看 |
| USBUS BANCORP | COM NEW | 93,913 | $567.24 萬 | 1.25% | −96,203−50.6% | 減碼 | 查看 |
| CLCOLGATE PALMOLIVE CO COM | Stock | 60,464 | $554.33 萬 | 1.22% | −60,874−50.2% | 減碼 | 查看 |
| ALBEMARLE CORP012653200 | 7.25% DEP SHS A | 99,820 | $552.5 萬 | 1.22% | −1,000−1.0% | 減碼 | – |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 10,974 | $550.19 萬 | 1.22% | −10,654−49.3% | 減碼 | 查看 |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 18,027 | $541.62 萬 | 1.20% | −18,967−51.3% | 減碼 | – |
| ABTABBOTT LABORATORIES COM | Stock | 59,474 | $539.66 萬 | 1.19% | −59,879−50.2% | 減碼 | 查看 |
| TSCOTRACTOR SUPPLY CO | COM | 169,260 | $535.03 萬 | 1.18% | −169,690−50.1% | 減碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 6,971 | $520.59 萬 | 1.15% | −7,041−50.2% | 減碼 | 查看 |
| LOWLOWES COS INC COM | Stock | 22,745 | $501.5 萬 | 1.11% | +20,785+1,060.5% | 加碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 34,145 | $462.32 萬 | 1.02% | −33,354−49.4% | 減碼 | 查看 |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 108,377 | $458.87 萬 | 1.01% | −107,610−49.8% | 減碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 47,627 | $458.41 萬 | 1.01% | −49,127−50.8% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 12,380 | $458.11 萬 | 1.01% | −12,380−50.0% | 減碼 | – |
| UPSUNITED PARCEL SVCS INC CL B | Stock | 42,352 | $455.28 萬 | 1.01% | −42,522−50.1% | 減碼 | 查看 |
| COPCONOCOPHILLIPS COM | Stock | 41,367 | $430.05 萬 | 0.95% | −41,753−50.2% | 減碼 | 查看 |
| EQIXEQUINIX INC | COM | 4,068 | $424.04 萬 | 0.94% | −4,144−50.5% | 減碼 | 查看 |
| MDTMEDTRONIC PLC SHS | Stock | 51,201 | $400.54 萬 | 0.88% | −49,892−49.4% | 減碼 | 查看 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506 | ETF | 74,398 | $395.13 萬 | 0.87% | −75,067−50.2% | 減碼 | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 49,967 | $385.3 萬 | 0.85% | −51,019−50.5% | 減碼 | – |
| GISGENERAL MILLS INC COM | Stock | 104,150 | $362.44 萬 | 0.80% | −111,594−51.7% | 減碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 3,382 | $360.15 萬 | 0.80% | −3,622−51.7% | 減碼 | 查看 |
| IAUISHARES GOLD TRUST | ETF | 46,825 | $353.57 萬 | 0.78% | −46,824−50.0% | 減碼 | 查看 |
| CTASCINTAS CORP COM | Stock | 20,270 | $344.75 萬 | 0.76% | −20,270−50.0% | 減碼 | 查看 |
| OMCOMNICOM GROUP INC | COM | 46,043 | $335.33 萬 | 0.74% | −48,053−51.1% | 減碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 8,805 | $310.53 萬 | 0.69% | −8,805−50.0% | 減碼 | 查看 |
| CMCSACOMCAST CORP NEW CL A | Stock | 125,131 | $307.2 萬 | 0.68% | −120,821−49.1% | 減碼 | 查看 |
| ADBEADOBE INC COM | Stock | 13,584 | $278.49 萬 | 0.62% | −13,873−50.5% | 減碼 | 查看 |
| ISHARES TR464288513 | IBOXX HI YD ETF | 31,823 | $254.49 萬 | 0.56% | −32,428−50.5% | 減碼 | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 8,343 | $252.89 萬 | 0.56% | −8,377−50.1% | 減碼 | – |
| JNJJOHNSON & JOHNSON COM | Stock | 9,613 | $244.14 萬 | 0.54% | −9,613−50.0% | 減碼 | 查看 |
| ACNACCENTURE PLC IRELAND SHS CLASS A | Stock | 17,609 | $219.13 萬 | 0.48% | −17,783−50.2% | 減碼 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 4,912 | $173.56 萬 | 0.38% | −5,172−51.3% | 減碼 | 查看 |
| INDBINDEPENDENT BK CORP MASS | COM | 17,011 | $142.42 萬 | 0.31% | −17,011−50.0% | 減碼 | 查看 |
| ORCLORACLE CORP COM | Stock | 9,639 | $141.26 萬 | 0.31% | −9,859−50.6% | 減碼 | 查看 |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 19,498 | $138.93 萬 | 0.31% | −19,498−50.0% | 減碼 | – |
| SYKSTRYKER CORPORATION COM | Stock | 4,354 | $137.08 萬 | 0.30% | −4,354−50.0% | 減碼 | 查看 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775 | ETF | 15,681 | $131.33 萬 | 0.29% | −15,681−50.0% | 減碼 | – |
| CVXCHEVRON CORPORATION COM | Stock | 7,720 | $127.97 萬 | 0.28% | −7,720−50.0% | 減碼 | 查看 |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 4,705 | $100.1 萬 | 0.22% | −4,590−49.4% | 減碼 | – |
| ISHARES TR464288687 | PFD AND INCM SEC | 31,100 | $94.82 萬 | 0.21% | −31,964−50.7% | 減碼 | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 3,260 | $91.69 萬 | 0.20% | −3,260−50.0% | 減碼 | 查看 |
| DIASTATE STR SPDR DOW JONES IND | UT SER 1 | 1,627 | $84.99 萬 | 0.19% | −1,627−50.0% | 減碼 | 查看 |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 13,964 | $83.35 萬 | 0.18% | −13,964−50.0% | 減碼 | – |
| PAYXPAYCHEX INC COM | Stock | 7,555 | $74.29 萬 | 0.16% | −7,555−50.0% | 減碼 | 查看 |
| EMREMERSON ELEC CO COM | Stock | 5,100 | $73.01 萬 | 0.16% | −5,100−50.0% | 減碼 | 查看 |
| ITWILLINOIS TOOL WKS INC COM | Stock | 2,580 | $69.78 萬 | 0.15% | −2,580−50.0% | 減碼 | 查看 |
| WMWASTE MGMT INC DEL COM | Stock | 3,090 | $68.87 萬 | 0.15% | −3,090−50.0% | 減碼 | 查看 |
| MMM3M CO COM | Stock | 4,086 | $66.16 萬 | 0.15% | −4,086−50.0% | 減碼 | 查看 |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 847 | $62.35 萬 | 0.14% | −882−51.0% | 減碼 | – |
| VANECK ETF TRUST92189H409 | HIGH YLD MUNIETF | 11,696 | $60.25 萬 | 0.13% | −12,784−52.2% | 減碼 | – |
| AMATAPPLIED MATLS INC COM | Stock | 795 | $57.48 萬 | 0.13% | −795−50.0% | 減碼 | 查看 |
| QCOMQUALCOMM INC COM | Stock | 3,020 | $55.81 萬 | 0.12% | −3,020−50.0% | 減碼 | 查看 |
| TSLATESLA INC COM | Stock | 1,265 | $53.21 萬 | 0.12% | −1,265−50.0% | 減碼 | 查看 |
| ISHARES TR464287291 | GLOBAL TECH ETF | 3,600 | $52.01 萬 | 0.11% | −3,600−50.0% | 減碼 | – |
| ISHARES TR464289867 | CORE 60 BALA ETF | 7,061 | $49.07 萬 | 0.11% | −6,941−49.6% | 減碼 | – |
| ISHARES CORE U.S. AGGREGATE BOND ETF464287226 | ETF | 4,628 | $45.81 萬 | 0.10% | −4,939−51.6% | 減碼 | – |
| SOSOUTHERN CO COM | Stock | 4,710 | $45.08 萬 | 0.10% | −4,710−50.0% | 減碼 | 查看 |
| PPGPPG INDS INC COM | Stock | 3,700 | $44.88 萬 | 0.10% | −3,700−50.0% | 減碼 | 查看 |
| AMGNAMGEN INC COM | Stock | 1,237 | $44.79 萬 | 0.10% | −1,237−50.0% | 減碼 | 查看 |
| MRSHMARSH & MCLENNAN COS INC COM | Stock | 2,620 | $43.67 萬 | 0.10% | −2,620−50.0% | 減碼 | 查看 |
| NUENUCOR CORP | COM | 1,936 | $43.12 萬 | 0.10% | −1,936−50.0% | 減碼 | 查看 |
| BMYBRISTOL-MYERS SQUIBB CO COM | Stock | 6,660 | $38.38 萬 | 0.08% | −6,660−50.0% | 減碼 | 查看 |
| INTCINTEL CORP COM | Stock | 2,700 | $37.7 萬 | 0.08% | +2,700 | 新進 | 查看 |
| DHRDANAHER CORP DEL COM | Stock | 1,918 | $36.53 萬 | 0.08% | −1,918−50.0% | 減碼 | 查看 |
| ADPAUTOMATIC DATA PROCESSING INC COM | Stock | 1,630 | $36.5 萬 | 0.08% | −1,630−50.0% | 減碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 965 | $36.07 萬 | 0.08% | −965−50.0% | 減碼 | 查看 |
| MASMASCO CORP | COM | 4,000 | $32.55 萬 | 0.07% | −4,000−50.0% | 減碼 | 查看 |
| KMBKIMBERLY-CLARK CORP COM | Stock | 2,955 | $32.44 萬 | 0.07% | −2,955−50.0% | 減碼 | 查看 |