Boston Common Asset Management, LLC 13F 持仓 · 2026年Q2
Boston Common Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 186 只证券，申报市值合计 16.87 亿美元。前几大持仓：TSM（7.51%）、NVDA（4.33%）、AAPL（3.86%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Co., Ltd. | $126.7M | 7.51% | 265,251 | 减持 |
| 2 | NVDA | NVIDIA Corp. | $73.0M | 4.33% | 364,844 | 减持 |
| 3 | AAPL | Apple Inc. | $65.1M | 3.86% | 225,013 | 减持 |
| 4 | MSFT | Microsoft Corp. | $58.9M | 3.49% | 157,839 | 增持 |
| 5 | GOOGL | Alphabet Inc. | $50.9M | 3.02% | 142,499 | 增持 |
| 6 | AVGO | Broadcom Inc | $42.7M | 2.53% | 113,075 | 减持 |
| 7 | GOOG | Alphabet Inc. | $38.9M | 2.31% | 110,135 | 减持 |
| 8 | AMAT | Applied Materials Inc. | $35.6M | 2.11% | 49,204 | 增持 |
| 9 | MS | Morgan Stanley | $33.0M | 1.96% | 158,039 | 减持 |
| 10 | V | Visa Inc | $30.5M | 1.81% | 88,822 | 减持 |
| 11 | MU | Micron Technology Inc. | $27.2M | 1.61% | 23,578 | 增持 |
| 12 | LLY | Eli Lilly & Co. | $27.1M | 1.60% | 22,557 | 减持 |
| 13 | MRK | Merck & Co., Inc | $25.5M | 1.51% | 198,228 | 减持 |
| 14 | VRT | Vertiv Holdings Co | $24.7M | 1.47% | 73,903 | 减持 |
| 15 | SPOT | Spotify Technology S.A. | $22.9M | 1.36% | 49,932 | 减持 |
| 16 | HUBB | Hubbell Incorporated | $22.7M | 1.34% | 43,325 | 增持 |
| 17 | NFLX | Netflix, Inc. | $22.6M | 1.34% | 316,471 | 减持 |
| 18 | NUSC | NuShares ETF Trust | $21.9M | 1.30% | 419,630 | 减持 |
| 19 | CL | Colgate-Palmolive Co. | $21.2M | 1.26% | 231,004 | 减持 |
| 20 | DGX | Quest Diagnostics Incorporated | $20.3M | 1.20% | 95,696 | 增持 |
| 21 | WAB | Wabtec Corp | $19.6M | 1.16% | 72,573 | 减持 |
| 22 | CB | Chubb Ltd. | $17.5M | 1.04% | 51,285 | 增持 |
| 23 | CRH | CRH Plc | $17.4M | 1.03% | 162,587 | 减持 |
| 24 | XYL | Xylem, Inc. | $16.9M | 1.00% | 142,958 | 减持 |
| 25 | AWK | American Water Works Company, Inc. | $16.7M | 0.99% | 126,547 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR