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Livermore
Livermore
中文EN

Boston Private Wealth LLC

SEC CIK
0001626116
最新申報
2026/7/17

2025 年第 2 季持倉

持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
420
較 2025 年第 1 季 −1,098
總值
$18.7 億
較 2025 年第 1 季 −$5.67 億 (−23.3%)
申報日
2025/8/14
SEC
Boston Private Wealth LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock496,291$1.02 億5.5%−244,819−33.0%減碼歷史
MSFTMicrosoft CorpStock183,865$9,146 萬4.9%+183,865新進歷史
iShares Russell Top 200 Growth ETF464289438ETF322,606$7,953 萬4.3%+322,606新進–
AVGOBroadcom Inc.Stock270,510$7,457 萬4.0%−89,284−24.8%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF616,915$6,120 萬3.3%+616,915新進–
AMZNAmazon Com IncStock257,341$5,646 萬3.0%−82,524−24.3%減碼歷史
iShares Tr464289420RUS TP200 VL ETF532,559$4,484 萬2.4%+532,559新進–
iShares Core MSCI Eafe ETF46432F842ETF504,233$4,209 萬2.3%−232,907−31.6%減碼–
NVDANVIDIA CorpStock241,794$3,820 萬2.0%−146,378−37.7%減碼歷史
iShares Russell Mid-Cap Value ETF464287473ETF278,757$3,683 萬2.0%+278,757新進–
JPMJPMorgan Chase & CoStock117,632$3,410 萬1.8%−62,924−34.9%減碼歷史
SPYSPDR S&P 500 ETF TrustETF51,953$3,210 萬1.7%−26,838−34.1%減碼歷史
iShares Core S&P 500 ETF464287200ETF50,232$3,119 萬1.7%+50,232新進–
GOOGLAlphabet Inc.Stock150,546$2,653 萬1.4%−70,613−31.9%減碼歷史
iShares Russell Mid-Cap Growth ETF464287481ETF179,397$2,488 萬1.3%+179,397新進–
METAMeta Platforms, Inc.Stock32,961$2,433 萬1.3%−20,568−38.4%減碼歷史
VVisa Inc.Stock59,157$2,100 萬1.1%−24,140−29.0%減碼歷史
Vanguard S&P 500 ETF922908363ETF36,247$2,059 萬1.1%+36,247新進–
GOOGAlphabet Inc.Stock113,739$2,018 萬1.1%−47,496−29.5%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF327,570$1,966 萬1.1%−61,612−15.8%減碼–
ABBVAbbVie Inc.Stock102,349$1,900 萬1.0%−113,330−52.5%減碼歷史
HDHome Depot, Inc.Stock50,916$1,867 萬1.0%+50,916新進歷史
iShares Russell 1000 Growth ETF464287614ETF41,877$1,778 萬1.0%+41,877新進–
COSTCostco Wholesale CorpStock15,603$1,545 萬0.8%−3,982−20.3%減碼歷史
CSCOCisco Systems, Inc.Stock213,788$1,483 萬0.8%−117,351−35.4%減碼歷史
IBMInternational Business Machines CorpStock48,768$1,438 萬0.8%+48,768新進歷史
NFLXNetflix IncStock10,633$1,424 萬0.8%−3,877−26.7%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF73,952$1,352 萬0.7%−26,081−26.1%減碼–
BRK.BBerkshire Hathaway IncStock27,563$1,339 萬0.7%−16,983−38.1%減碼歷史
iShares Tr464288414NATIONAL MUN ETF126,098$1,317 萬0.7%+126,098新進–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX150,468$1,312 萬0.7%−24,880−14.2%減碼–
ORCLOracle CorpStock59,969$1,311 萬0.7%−34,625−36.6%減碼歷史
PGProcter & Gamble CoStock79,871$1,273 萬0.7%+79,871新進歷史
ABTAbbott LaboratoriesStock89,456$1,217 萬0.7%−135,793−60.3%減碼歷史
ACNAccenture plcStock39,839$1,191 萬0.6%−24,079−37.7%減碼歷史
XOMExxonMobil Holdings CorpCOM108,634$1,171 萬0.6%−54,454−33.4%減碼歷史
WMTWalmart Inc.Stock116,794$1,142 萬0.6%+116,794新進歷史
ETNEaton Corp plcStock31,220$1,114 萬0.6%−11,508−26.9%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF32,941$1,001 萬0.5%+32,941新進–
UNPUnion Pacific CorpStock40,996$943.2 萬0.5%+40,996新進歷史
LHXL3HARRIS Technologies, Inc.Stock36,497$915.5 萬0.5%+36,497新進歷史
TSLATesla, Inc.Stock28,088$892.2 萬0.5%−31,060−52.5%減碼歷史
CVXChevron CorpStock62,066$888.7 萬0.5%+62,066新進歷史
TJXTJX Companies IncStock71,806$886.7 萬0.5%+71,806新進歷史
BRBroadridge Financial Solutions, Inc.Stock36,360$883.7 萬0.5%−18,002−33.1%減碼歷史
iShares Tr46434V456MSCI INTL QUALTY203,938$881.4 萬0.5%−23,905−10.5%減碼–
iShares Tr46436E7180-3 MTH TREASURY86,484$870.8 萬0.5%−92,574−51.7%減碼–
ICEIntercontinental Exchange, Inc.Stock47,003$862.4 萬0.5%−21,003−30.9%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF78,310$855.9 萬0.5%+78,310新進–
iShares Russell 2000 ETF464287655ETF39,660$855.8 萬0.5%+39,660新進–
HONHoneywell International IncCOM36,277$844.8 萬0.5%+36,277新進歷史
ISRGIntuitive Surgical IncCOM NEW15,234$827.8 萬0.4%−2,937−16.2%減碼歷史
ELVElevance Health, Inc.Stock20,865$811.6 萬0.4%−5,266−20.2%減碼歷史
MAMastercard IncStock13,974$785.3 萬0.4%−4,353−23.8%減碼歷史
iShares Tr464287150CORE S&P TTL STK57,051$770.4 萬0.4%+57,051新進–
ADIAnalog Devices IncStock30,763$732.2 萬0.4%−13,307−30.2%減碼歷史
NEENextera Energy IncStock101,911$707.5 萬0.4%−88,875−46.6%減碼歷史
iShares MSCI Eafe ETF464287465ETF78,742$703.9 萬0.4%+78,742新進–
KMIKinder Morgan, Inc.Stock237,109$697.1 萬0.4%−10,925−4.4%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock31,345$685.3 萬0.4%+31,345新進歷史
Schwab International Equity ETF808524805ETF305,559$675.3 萬0.4%+305,559新進–
PEPPepsiCo IncStock50,461$666.3 萬0.4%+50,461新進歷史
MCDMcDonalds CorpStock22,771$665.3 萬0.4%+22,771新進歷史
WMWaste Management IncStock26,681$610.5 萬0.3%−2,444−8.4%減碼歷史
iShares Tr464288612INTRM GOV CR ETF53,964$576.3 萬0.3%+53,964新進–
LLYEli Lilly & CoStock7,098$553.3 萬0.3%+7,098新進歷史
UNHUnitedHealth Group IncStock17,725$553.0 萬0.3%−4,770−21.2%減碼歷史
GSGoldman Sachs Group IncStock7,670$542.8 萬0.3%−5,656−42.4%減碼歷史
iShares Tr46432F388MSCI USA VALUE47,935$542.7 萬0.3%−22,256−31.7%減碼–
Dimensional ETF Trust25434V773INTL SMALL CAP E181,778$542.4 萬0.3%−61,728−25.3%減碼–
APDAir Products & Chemicals, Inc.Stock18,338$517.2 萬0.3%−13,869−43.1%減碼歷史
RCLRoyal Caribbean Cruises LtdCOM16,459$515.4 萬0.3%−594−3.5%減碼歷史
JNJJohnson & JohnsonStock33,224$507.5 萬0.3%+33,224新進歷史
Invesco QQQ Trust Series I46090E103ETF9,127$503.5 萬0.3%−11,255−55.2%減碼–
KRKroger CoStock69,753$500.3 萬0.3%+69,753新進歷史
DGXQuest Diagnostics IncCOM27,749$498.5 萬0.3%−11,266−28.9%減碼歷史
KOCoca Cola CoStock68,442$484.2 萬0.3%+68,442新進歷史
SYKStryker CorpStock12,095$478.5 萬0.3%+12,095新進歷史
MDTMedtronic plcStock54,411$474.3 萬0.3%−22,762−29.5%減碼歷史
DHRDanaher CorpStock23,920$472.5 萬0.3%+23,920新進歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF18,378$465.4 萬0.2%−7,323−28.5%減碼–
iShares Tr464288273EAFE SML CP ETF63,899$464.4 萬0.2%+63,899新進–
BLKBlackRock, Inc.Stock4,371$458.6 萬0.2%−2,601−37.3%減碼歷史
MCHPMicrochip Technology IncStock63,885$449.6 萬0.2%+63,885新進歷史
BKNGBooking Holdings Inc.Stock766$443.5 萬0.2%+21+2.8%加碼歷史
ETREntergy CorpCOM52,520$436.6 萬0.2%−24,606−31.9%減碼歷史
MRKMerck & Co., Inc.Stock55,086$436.1 萬0.2%−37,097−40.2%減碼歷史
iShares MSCI Acwi Ex U.S. ETF464288240ETF71,413$435.2 萬0.2%+71,413新進–
Vanguard Ftse Emerging Markets ETF922042858ETF86,743$429.0 萬0.2%+86,743新進–
Vanguard Ftse Developed Markets ETF921943858ETF74,157$422.8 萬0.2%+74,157新進–
GLDSPDR Gold TrustETF13,648$416.0 萬0.2%−11,703−46.2%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF85,798$413.9 萬0.2%+85,798新進–
AMATApplied Materials IncStock22,511$412.1 萬0.2%−7,994−26.2%減碼歷史
VLOValero Energy CorpStock30,520$410.3 萬0.2%−10,511−25.6%減碼歷史
PFEPfizer IncStock168,082$407.4 萬0.2%+168,082新進歷史
iShares Tr464287630RUS 2000 VAL ETF25,535$402.8 萬0.2%+25,535新進–
Vanguard Dividend Appreciation ETF921908844ETF19,574$400.6 萬0.2%+19,574新進–
iShares Core S&P Mid-Cap ETF464287507ETF63,587$394.4 萬0.2%+63,587新進–
AJGArthur J. Gallagher & Co.COM12,303$393.9 萬0.2%+12,303新進歷史
GILDGilead Sciences, Inc.Stock35,296$391.3 萬0.2%+35,296新進歷史

2025 年第 1 季之後清倉（1,302 檔）

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 1,302 檔。

Boston Private Wealth LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
APPAppLovin CorpCOM CL A3,501,904$9.28 億38.1%歷史
DDOGDatadog, Inc.CL A COM47,170$468.0 萬0.2%歷史
ABNBAirbnb, Inc.Stock35,787$427.5 萬0.2%歷史
TXG10x Genomics, Inc.CL A COM429,117$374.6 萬0.2%歷史
iShares Tr46434V4070-5YR HI YL CP80,841$343.7 萬0.1%–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL66,824$339.8 萬0.1%–
QNSTQuinstreet, IncCOM154,041$274.8 萬0.1%歷史
RXSTRxSight, Inc.COM76,816$194.0 萬0.1%歷史
NUNu Holdings Ltd.ORD SHS CL A178,707$183.0 萬0.1%歷史
KKRKKR & Co. Inc.COM11,499$132.9 萬0.1%歷史
DDDuPont de Nemours, Inc.COM17,743$132.5 萬0.1%歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL13,339$110.1 萬<0.1%–
iShares Tr46435U663ESG AWARE MSCI27,677$106.3 萬<0.1%–
HLTHilton Worldwide Holdings Inc.COM4,502$102.4 萬<0.1%歷史
DASHDoorDash, Inc.Stock5,456$99.7 萬<0.1%歷史
UPSTUpstart Holdings, Inc.COM21,224$97.7 萬<0.1%歷史
XYLXylem Inc.COM6,399$76.4 萬<0.1%歷史
RELYRemitly Global, Inc.COM36,482$75.9 萬<0.1%歷史
YUMCYum China Holdings, Inc.COM14,053$73.2 萬<0.1%歷史
iShares Tr46435G516ESG AW MSCI EAFE8,486$69.3 萬<0.1%–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS10,502$62.4 萬<0.1%–
ProShares Tr74347R107PSHS ULT S&P 5006,801$56.3 萬<0.1%–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF19,324$55.3 萬<0.1%–
STZConstellation Brands, Inc.Stock2,975$54.6 萬<0.1%歷史
EXCExelon CorpStock11,317$52.1 萬<0.1%歷史
SHOPShopify Inc.Stock5,415$51.7 萬<0.1%歷史
BABAAlibaba Group Holding LtdADR3,872$51.2 萬<0.1%歷史
BMOBank of MontrealCOM5,259$50.2 萬<0.1%歷史
iShares Tr46435G425ESG AWR MSCI USA4,097$49.9 萬<0.1%–
TWLOTwilio IncCL A4,869$47.7 萬<0.1%歷史
iShares Inc46434G863ESG AWR MSCI EM13,372$46.7 萬<0.1%–
AIGAmerican International Group, Inc.Stock5,360$46.6 萬<0.1%歷史
GPNGlobal Payments IncStock4,727$46.3 萬<0.1%歷史
VLTOVeralto CorpStock4,700$45.8 萬<0.1%歷史
ADEAAdeia Inc.COM30,219$39.9 萬<0.1%歷史
REGNRegeneron Pharmaceuticals, Inc.COM625$39.6 萬<0.1%歷史
ETHAiShares Ethereum Trust ETFSHS28,447$39.3 萬<0.1%歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF5,967$39.2 萬<0.1%–
SYFSynchrony FinancialCOM7,390$39.1 萬<0.1%歷史
ALBAlbemarle CorpStock5,334$38.4 萬<0.1%歷史
CAHCardinal Health IncStock2,688$37.0 萬<0.1%歷史
ROKURoku, IncCOM CL A5,240$36.9 萬<0.1%歷史
BHPBHP Group LtdADR7,589$36.8 萬<0.1%歷史
BNBROOKFIELD CorpCL A LTD VT SH6,968$36.5 萬<0.1%歷史
SPOTSpotify Technology S.A.Stock656$36.1 萬<0.1%歷史
OTISOtis Worldwide CorpStock3,297$34.0 萬<0.1%歷史
GMEGameStop Corp.Stock15,206$33.9 萬<0.1%歷史
LTHLife Time Group Holdings, Inc.COMMON STOCK11,082$33.5 萬<0.1%歷史
BLDRBuilders FirstSource, Inc.Stock2,651$33.1 萬<0.1%歷史
JDJD.com, Inc.SPON ADS CL A7,930$32.6 萬<0.1%歷史
VTRVentas, Inc.REIT4,735$32.6 萬<0.1%歷史
CLSCelestica IncStock4,108$32.4 萬<0.1%歷史
BCSBarclays PLCADR20,503$31.5 萬<0.1%歷史
PATHUiPath, Inc.Stock30,279$31.2 萬<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock2,076$30.6 萬<0.1%歷史
DVNDevon Energy CorpStock8,131$30.4 萬<0.1%歷史
SNYSanofiSPONSORED ADR5,451$30.2 萬<0.1%歷史
AGNCAGNC Investment Corp.REIT30,967$29.7 萬<0.1%歷史
LNGCheniere Energy, Inc.COM NEW1,275$29.5 萬<0.1%歷史
WECWec Energy Group, Inc.Stock2,692$29.3 萬<0.1%歷史
NTRNutrien Ltd.COM5,884$29.2 萬<0.1%歷史
HPEHewlett Packard Enterprise CoCOM18,794$29.0 萬<0.1%歷史
iShares Inc46434G764MSCI EMRG CHN5,205$28.7 萬<0.1%–
ZZillow Group, Inc.CL C CAP STK4,161$28.5 萬<0.1%歷史
TEAMAtlassian CorpCL A1,333$28.3 萬<0.1%歷史
FTVFortive CorpStock3,810$27.9 萬<0.1%歷史
AXSAxis Capital Holdings LtdSHS2,737$27.4 萬<0.1%歷史
ENBEnbridge IncStock6,190$27.4 萬<0.1%歷史
FANGDiamondback Energy, Inc.Stock1,703$27.2 萬<0.1%歷史
FDXFedEx CorpStock1,108$27.0 萬<0.1%歷史
TRGPTarga Resources Corp.COM1,330$26.7 萬<0.1%歷史
GSKGSK plcADR6,621$25.6 萬<0.1%歷史
SPDR Series Trust78464A292ST STR PFD ETF7,822$25.3 萬<0.1%–
SOLVSolventum CorpStock3,330$25.3 萬<0.1%歷史
BITBBitwise Bitcoin ETFSHS BEN INT5,500$24.7 萬<0.1%歷史
DEODiageo PLCSPON ADR NEW2,346$24.6 萬<0.1%歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,835$24.1 萬<0.1%–
TTETotalEnergies SESPONSORED ADS3,669$23.7 萬<0.1%歷史
RACEFerrari N.V.COM553$23.7 萬<0.1%歷史
BKRBaker Hughes CoCL A5,382$23.7 萬<0.1%歷史
SMMTSummit Therapeutics Inc.COM12,250$23.6 萬<0.1%歷史
PWRQuanta Services, Inc.COM926$23.5 萬<0.1%歷史
UNMUnum GroupStock2,867$23.4 萬<0.1%歷史
PSAPublic StorageCOM776$23.2 萬<0.1%歷史
VALEVale S.A.SPONSORED ADS23,103$23.1 萬<0.1%歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR14,891$23.0 萬<0.1%歷史
KIMKimco Realty CorpCOM10,813$23.0 萬<0.1%歷史
iShares Core Dividend Growth ETF46434V621ETF3,717$23.0 萬<0.1%–
PPLPPL CorpCOM6,217$22.4 萬<0.1%歷史
DVADavita Inc.COM1,444$22.1 萬<0.1%歷史
FOXAFox CorpCL A COM3,874$21.9 萬<0.1%歷史
KBKB Financial Group Inc.SPONSORED ADR3,992$21.6 萬<0.1%歷史
CCICrown Castle Inc.REIT2,054$21.4 萬<0.1%歷史
SESea LtdSPONSORD ADS1,623$21.2 萬<0.1%歷史
NVRNVR IncCOM29$21.0 萬<0.1%歷史
NETCloudflare, Inc.CL A COM1,835$20.7 萬<0.1%歷史
VSTVistra Corp.Stock1,745$20.5 萬<0.1%歷史
TMHCTaylor Morrison Home CorpCOM3,413$20.5 萬<0.1%歷史
FCXFreeport-McMoran IncStock5,355$20.3 萬<0.1%歷史
CPCanadian Pacific Kansas City LtdCOM2,843$20.0 萬<0.1%歷史