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Livermore
Livermore
中文EN

Boston Private Wealth LLC

SEC CIK
0001626116
最新申報
2026/7/17

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/5/13 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
802
較 2021 年第 4 季 −7
總值
$74.4 億
較 2021 年第 4 季 +$13.5 億 (+22.1%)
申報日
2022/5/13
SEC
Boston Private Wealth LLC 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P 500 ETF464287200ETF946,969$4.30 億5.8%+45,167+5.0%加碼–
iShares Tr464287150CORE S&P TTL STK4,235,401$4.28 億5.7%−185,164−4.2%減碼–
AAPLApple Inc.Stock2,397,191$4.19 億5.6%+26,186+1.1%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF1,438,286$3.99 億5.4%−63,787−4.2%減碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF7,906,237$3.97 億5.3%+7,906,237新進–
iShares Tr46436E7180-3 MTH TREASURY3,931,325$3.93 億5.3%+3,931,325新進–
iShares Tr46434V878ULTRA SHORT DUR7,787,019$3.91 億5.2%+7,782,994+193,366.3%加碼–
SPYSPDR S&P 500 ETF TrustETF629,289$2.84 億3.8%+555,852+756.9%加碼歷史
MSFTMicrosoft CorpStock745,021$2.30 億3.1%−6,052−0.8%減碼歷史
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF4,549,851$1.90 億2.6%+4,532,350+25,897.7%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF517,604$1.39 億1.9%+3,310+0.6%加碼–
BRK.ABerkshire Hathaway IncCL A248$1.31 億1.8%00.0%不變歷史
iShares Tr464288687PFD AND INCM SEC2,652,556$9,661 萬1.3%+269,954+11.3%加碼–
AMZNAmazon Com IncStock29,126$9,495 萬1.3%−694−2.3%減碼歷史
ABBVAbbVie Inc.Stock447,413$7,253 萬1.0%−21,294−4.5%減碼歷史
ACNAccenture plcStock209,998$7,082 萬1.0%−12,885−5.8%減碼歷史
GOOGAlphabet Inc.Stock24,731$6,907 萬0.9%−259−1.0%減碼歷史
JPMJPMorgan Chase & CoStock489,741$6,676 萬0.9%−1140.0%減碼歷史
HDHome Depot, Inc.Stock217,621$6,514 萬0.9%+1,986+0.9%加碼歷史
ABTAbbott LaboratoriesStock513,661$6,080 萬0.8%+18,635+3.8%加碼歷史
UNPUnion Pacific CorpStock216,276$5,909 萬0.8%−158−0.1%減碼歷史
NEENextera Energy IncStock679,832$5,759 萬0.8%+26,314+4.0%加碼歷史
PGProcter & Gamble CoStock306,078$4,677 萬0.6%−34,604−10.2%減碼歷史
VVisa Inc.Stock209,537$4,647 萬0.6%+5,320+2.6%加碼歷史
ELVElevance Health, Inc.Stock88,812$4,363 萬0.6%−7,027−7.3%減碼歷史
iShares Tr464287630RUS 2000 VAL ETF266,633$4,303 萬0.6%+37,866+16.6%加碼–
LHXL3HARRIS Technologies, Inc.Stock164,598$4,090 萬0.5%+8,887+5.7%加碼歷史
MRKMerck & Co., Inc.Stock497,635$4,083 萬0.5%+20,568+4.3%加碼歷史
HONHoneywell International IncCOM208,304$4,053 萬0.5%+12,561+6.4%加碼歷史
GOOGLAlphabet Inc.Stock14,456$4,021 萬0.5%−2,339−13.9%減碼歷史
AVGOBroadcom Inc.Stock63,188$3,979 萬0.5%+173+0.3%加碼歷史
ICEIntercontinental Exchange, Inc.Stock280,762$3,709 萬0.5%+10,426+3.9%加碼歷史
DISWalt Disney CoStock269,596$3,698 萬0.5%+11,625+4.5%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock214,214$3,651 萬0.5%−11,988−5.3%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF338,216$3,649 萬0.5%+15,891+4.9%加碼–
CARSCars.com Inc.COM2,500,400$3,608 萬0.5%00.0%不變歷史
PEPPepsiCo IncStock215,495$3,607 萬0.5%+11,211+5.5%加碼歷史
CSCOCisco Systems, Inc.Stock633,009$3,530 萬0.5%+29,096+4.8%加碼歷史
Flexshares Tr33939L407MORNSTAR UPSTR730,842$3,423 萬0.5%+182,474+33.3%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF146,763$3,341 萬0.4%+675+0.5%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF247,486$3,332 萬0.4%+55,276+28.8%加碼–
COSTCostco Wholesale CorpStock57,059$3,286 萬0.4%−5,965−9.5%減碼歷史
MDTMedtronic plcStock295,914$3,283 萬0.4%+10,467+3.7%加碼歷史
VLOValero Energy CorpStock316,349$3,212 萬0.4%+23,486+8.0%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock205,794$3,204 萬0.4%+12,000+6.2%加碼歷史
IBMInternational Business Machines CorpStock241,440$3,139 萬0.4%+6,510+2.8%加碼歷史
DHRDanaher CorpStock101,071$2,965 萬0.4%−8,870−8.1%減碼歷史
ADIAnalog Devices IncStock179,232$2,961 萬0.4%+14,493+8.8%加碼歷史
JNJJohnson & JohnsonStock164,525$2,916 萬0.4%−32,184−16.4%減碼歷史
EQIXEquinix IncCOM37,906$2,811 萬0.4%+2,433+6.9%加碼歷史
CMCSAComcast CorpStock594,225$2,782 萬0.4%+34,609+6.2%加碼歷史
iShares Tr46434V456MSCI INTL QUALTY743,314$2,741 萬0.4%+5,372+0.7%加碼–
APDAir Products & Chemicals, Inc.Stock109,547$2,738 萬0.4%+7,396+7.2%加碼歷史
CDWCDW CorpCOM150,245$2,688 萬0.4%+17,966+13.6%加碼歷史
AMTAmerican Tower CorpREIT104,518$2,626 萬0.4%+9,596+10.1%加碼歷史
iShares Russell 2000 ETF464287655ETF126,289$2,592 萬0.3%−1,413−1.1%減碼–
BNYBank of New York Mellon CorpStock516,016$2,561 萬0.3%+48,119+10.3%加碼歷史
UNHUnitedHealth Group IncStock47,455$2,420 萬0.3%−7,791−14.1%減碼歷史
POOLPool CorpCOM56,502$2,389 萬0.3%+4,729+9.1%加碼歷史
MDLZMondelez International, Inc.Stock377,679$2,371 萬0.3%+28,017+8.0%加碼歷史
Vanguard S&P 500 ETF922908363ETF56,957$2,365 萬0.3%−368−0.6%減碼–
PFEPfizer IncStock444,670$2,302 萬0.3%+7,768+1.8%加碼歷史
URIUnited Rentals, Inc.COM62,414$2,217 萬0.3%−12,321−16.5%減碼歷史
CMICummins IncStock107,810$2,211 萬0.3%+104,308+2,978.5%加碼歷史
AAgilent Technologies, Inc.COM166,097$2,198 萬0.3%+44,149+36.2%加碼歷史
EBAYeBay IncCOM383,329$2,195 萬0.3%+30,696+8.7%加碼歷史
BBYBest Buy Co IncStock235,087$2,137 萬0.3%+232,634+9,483.7%加碼歷史
PRIPrimerica, Inc.Stock154,731$2,117 萬0.3%+19,359+14.3%加碼歷史
SYKStryker CorpStock78,339$2,094 萬0.3%−7,689−8.9%減碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF397,139$2,076 萬0.3%+21,785+5.8%加碼–
iShares MSCI Eafe ETF464287465ETF278,877$2,053 萬0.3%+35,682+14.7%加碼–
CRMSalesforce, Inc.Stock92,526$1,965 萬0.3%−9,214−9.1%減碼歷史
MASMasco CorpCOM383,003$1,953 萬0.3%+375,696+5,141.6%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF39,420$1,933 萬0.3%+21,468+119.6%加碼歷史
ADPAutomatic Data Processing IncStock83,538$1,901 萬0.3%−4,062−4.6%減碼歷史
BLKBlackRock, Inc.COM24,561$1,877 萬0.3%−2,337−8.7%減碼歷史
METAMeta Platforms, Inc.Stock83,486$1,856 萬0.2%−7,685−8.4%減碼歷史
ADBEAdobe Inc.Stock40,720$1,855 萬0.2%−4,752−10.5%減碼歷史
BRK.BBerkshire Hathaway IncStock49,327$1,741 萬0.2%−4,902−9.0%減碼歷史
ISRGIntuitive Surgical IncCOM NEW54,873$1,655 萬0.2%+43,566+385.3%加碼歷史
INTCIntel CorpStock317,951$1,576 萬0.2%−2,673−0.8%減碼歷史
SCHWSchwab Charles CorpStock186,072$1,569 萬0.2%−27,152−12.7%減碼歷史
IQVIQVIA Holdings Inc.Stock67,501$1,561 萬0.2%−10,985−14.0%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF268,810$1,493 萬0.2%−25,898−8.8%減碼–
MCDMcDonalds CorpStock60,258$1,490 萬0.2%−862−1.4%減碼歷史
iShares Tr46432F388MSCI USA VALUE137,316$1,436 萬0.2%+105,614+333.1%加碼–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF115,588$1,432 萬0.2%−6,524−5.3%減碼–
iShares Tr46434V647GLOBAL REIT ETF476,767$1,393 萬0.2%+397,486+501.4%加碼–
TECHBIO-TECHNE CorpCOM31,506$1,364 萬0.2%−5,706−15.3%減碼歷史
TYLTyler Technologies IncCOM30,445$1,355 萬0.2%−5,834−16.1%減碼歷史
AMGNAmgen IncStock53,505$1,294 萬0.2%+796+1.5%加碼歷史
CSGPCostar Group, Inc.COM190,762$1,271 萬0.2%−29,238−13.3%減碼歷史
VMWVmware LLCCL A COM111,374$1,268 萬0.2%+107,410+2,709.6%加碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF233,801$1,263 萬0.2%−79,343−25.3%減碼–
CVXChevron CorpStock77,528$1,262 萬0.2%+471+0.6%加碼歷史
XOMExxonMobil Holdings CorpCOM152,331$1,258 萬0.2%+3,417+2.3%加碼歷史
ELEstee Lauder Companies IncCL A44,725$1,218 萬0.2%−8,908−16.6%減碼歷史
TREXTrex Co IncCOM185,411$1,211 萬0.2%+35,656+23.8%加碼歷史
KEYSKeysight Technologies, Inc.Stock76,209$1,204 萬0.2%−16,568−17.9%減碼歷史
TJXTJX Companies IncStock198,092$1,200 萬0.2%−1,978−1.0%減碼歷史

2021 年第 4 季之後清倉（86 檔）

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

Boston Private Wealth LLC 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
CDKCDK Global, Inc.COM68,783$287.1 萬<0.1%歷史
Theratechnologies Inc88338H100COM831,416$251.9 萬<0.1%–
MusclePharm Corp627335201COM3,648,355$145.9 萬<0.1%–
Fidelity Merrimack STR Tr316188200LTD TRM BD ETF18,910$97.9 萬<0.1%–
Keweenaw Land Assn ltd493026108COM7,170$76.6 萬<0.1%–
Volkswagen AG928662501COM32,082$64.4 萬<0.1%–
SWKStanley Black & Decker, Inc.COM2,575$48.6 萬<0.1%歷史
INFOIHS Markit Ltd.SHS3,654$48.6 萬<0.1%歷史
PPLPPL CorpCOM13,161$39.6 萬<0.1%歷史
Schwab Fundamental U.S. Large Company ETF808524771ETF6,652$39.0 萬<0.1%–
iShares Tr46429B655FLTG RATE NT ETF7,415$37.6 萬<0.1%–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF4,616$36.0 萬<0.1%–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX3,964$35.6 萬<0.1%–
Covestro AG Sponsored ADR22304D207ADR11,061$34.2 萬<0.1%–
Gpo Fin Banorte40052P107ADR10,322$33.6 萬<0.1%–
iShares U S ETF Tr46431W812INT RT HD LONG13,495$33.5 萬<0.1%–
KDKyndryl Holdings, Inc.Stock18,382$33.3 萬<0.1%歷史
Hoya Corp Sponsored ADR443251103ADR2,119$31.8 萬<0.1%–
SPDR Ser Tr78468R648S&P KENSHO NEW5,360$31.6 萬<0.1%–
Fujitsu Ltd359590304ADR9,073$31.3 萬<0.1%–
Royal Dutch Shell PLC780259107SPON ADR B7,122$30.9 萬<0.1%–
BAHBooz Allen Hamilton Holding CorpCL A3,598$30.6 萬<0.1%歷史
SNDRSchneider National, Inc.CL B10,862$29.2 萬<0.1%歷史
Lukoil PJSC69343P105ADR3,124$28.1 萬<0.1%–
KBKB Financial Group Inc.SPONSORED ADR5,951$27.4 萬<0.1%歷史
MGAMagna International IncCOM3,380$27.3 萬<0.1%歷史
BILIBilibili Inc.SPONS ADS REP Z5,676$26.3 萬<0.1%歷史
Seiko Epson ADR Rep 1/2 Ord81603X108ADR28,592$26.3 萬<0.1%–
CION Ares Diversified Credit F17260G301ETF10,032$26.1 萬<0.1%–
UTFCohen & Steers Infrastructure Fund IncCOM8,943$25.5 萬<0.1%歷史
NACNuveen California Quality Municipal Income FundCOM16,089$25.2 萬<0.1%歷史
Schwab Fundamental U.S. Small Company ETF808524763ETF4,495$25.0 萬<0.1%–
EXPDExpeditors International of Washington IncCOM1,857$24.9 萬<0.1%歷史
QRVOQorvo, Inc.Stock1,582$24.8 萬<0.1%歷史
Fujifilm Hldgs Corp ADR 2 Ord35958N107ADR3,330$24.7 萬<0.1%–
IXOrix CorpSPONSORED ADR2,385$24.2 萬<0.1%歷史
Schwab Fundamental International Equity ETF808524755ETF7,369$24.0 萬<0.1%–
SPDR Index Shs FDS78463X475ST STR MSCI GLB4,107$23.8 萬<0.1%–
WisdomTree Tr97717X628FLOATNG RAT TREA9,496$23.8 萬<0.1%–
SMGScotts Miracle-Gro CoStock1,458$23.4 萬<0.1%歷史
iShares Tr464287390LATN AMER 40 ETF9,932$23.3 萬<0.1%–
BWABorgwarner IncCOM5,057$22.8 萬<0.1%歷史
Tokyo Electron Ltd889110102ADR1,568$22.6 萬<0.1%–
NDAQNasdaq, Inc.COM1,066$22.4 萬<0.1%歷史
AVYAvery Dennison CorpCOM1,029$22.3 萬<0.1%歷史
Vanguard Information Technology ETF92204A702ETF482$22.1 萬<0.1%–
SAPSAP SEADR1,572$22.0 萬<0.1%歷史
STMSTMicroelectronics N.V.NY REGISTRY4,471$21.9 萬<0.1%歷史
ARWArrow Electronics, Inc.COM1,631$21.9 萬<0.1%歷史
Shin Etsu Chem Co Ltd ADR824551105ADR5,016$21.8 萬<0.1%–
EHCEncompass Health CorpCOM3,335$21.7 萬<0.1%歷史
Schwab Fundamental Emerging Markets Equity ETF808524730ETF6,956$21.6 萬<0.1%–
NRGNRG Energy, Inc.Stock4,997$21.5 萬<0.1%歷史
Royal Dutch Shell PLC780259206SPONS ADR A4,942$21.5 萬<0.1%–
PHMPultegroup IncCOM3,741$21.4 萬<0.1%歷史
EMNEastman Chemical CoStock1,763$21.3 萬<0.1%歷史
Schwab Emerging Markets Equity ETF808524706ETF7,126$21.1 萬<0.1%–
Anhui Conch Cem Co Ltd ADR035243104ADR8,447$21.1 萬<0.1%–
Farfetch Ltd30744W107ORD SH CL A6,284$21.0 萬<0.1%–
NGGNational Grid PLCSPONSORED ADR NE2,884$20.8 萬<0.1%歷史
Schwab Fundamental International Small Equity ETF808524748ETF5,543$20.7 萬<0.1%–
Murata Mfg Co Ltd Unsponsored ADR626425102Common Stock10,363$20.7 萬<0.1%–
BIIBBiogen Inc.COM855$20.5 萬<0.1%歷史
UPBDUpbound Group, Inc.COM4,248$20.4 萬<0.1%歷史
BERYBerry Global Group, Inc.COM2,761$20.4 萬<0.1%歷史
MQYBlackRock Muniyield Quality Fund, Inc.COM12,502$20.2 萬<0.1%歷史
TRTootsie Roll Industries IncCOM5,553$20.1 萬<0.1%歷史
TRUPTrupanion, Inc.COM1,526$20.1 萬<0.1%歷史
Sberbank Russia Sponsored ADR80585Y308ADR11,516$18.1 萬<0.1%–
Ping An Ins Group Co China Ltd72341E304ADR10,549$15.2 萬<0.1%–
Au Optronics Corp002255107ADR15,179$12.5 萬<0.1%–
AZIOAzio AI Holdings, Inc.COM553,000$12.4 萬<0.1%歷史
LPLLG Display Co., Ltd.SPONS ADR REP10,687$10.8 萬<0.1%歷史
GLDMWorld Gold TrustSPDR GLD MINIS5,995$10.8 萬<0.1%歷史
Japan Tobacco Inc Unsponsord ADR471105205ADR10,572$10.7 萬<0.1%–
Gazprom PJSC Spon ADR368287207COM10,968$10.1 萬<0.1%–
Telecom Italia SPA New87927Y102ADR19,632$9.80 萬<0.1%–
SXCSunCoke Energy, Inc.COM12,018$7.90 萬<0.1%歷史
Alstom SA ADR021244207ADR21,679$7.60 萬<0.1%–
Companhia Brasileira de Dist20440T300SPONSORED ADR18,633$7.40 萬<0.1%–
IVRInvesco Mortgage Capital Inc.COM24,743$6.80 萬<0.1%歷史
C P Pokphand Co Ltd125918201Equities15,130$5.50 萬<0.1%–
iShares Russell Top 200 Growth ETF464289438ETF200$3.40 萬<0.1%–
Vanguard Utilities ETF92204A876ETF12$1,000<0.1%–
ASTIAscent Solar Technologies, Inc.COM101,333$00.0%歷史
Vedanta Limited92242Y100SPONSORED ADR15,475$00.0%–