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FORBES J M & CO LLP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

FORBES J M & CO LLP

报告期 2026-03-31 · CIK 0001067532

持仓数

150

前50大市值合计

$1.06B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 83 项建仓 2增持 45减持 29清仓 7

方向

标的

Δ市值

现股数(环比)

清仓

— AT&T INC

-$10.7M

0 -100%

增持

DIS DISNEY WALT CO NEW

+$9.2M

57,908 +1722%

增持

— SALESFORCE.COM

+$2.8M

97,739 +1%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

— ALPHABET INC CL A

+$2.3M

10,827 -1%

增持

— PAYPAL HOLDINGS INC

-$2.2M

76,412 +1%

增持

MSFT MICROSOFT CORP

+$2.0M

171,981 +0%

增持

UNP UNION PAC CORP

-$1.8M

80,869 +1%

减持

AMZN AMAZON.COM INC

-$1.6M

9,388 -1%

减持

— NEXTERA ENERGY INC

+$1.6M

314,235 -0%

增持

AAPL APPLE INC

+$1.5M

253,523 +1%

增持

— JP MORGAN CHASE & CO

+$1.3M

125,274 +1%

减持

— VISA INC CL A

-$1.1M

91,534 -0%

增持

— SPDR PORTFOLIO EMERGING MARKETS ETF

-$1.1M

391,207 +0%

增持

RIO RIO TINTO PLC SPONS ADR

-$1.0M

66,895 +2%

增持

BMY BRISTOL MYERS SQUIBB CO

-$929.0K

138,965 +1%

增持

BAC BANK OF AMERICA CORP

+$811.0K

498,049 +1%

减持

— ADOBE INC

-$758.0K

45,503 -1%

增持

ABT ABBOTT LABS

+$677.0K

196,005 +1%

增持

PG PROCTER & GAMBLE CO

+$671.0K

112,593 +1%

增持

HD HOME DEPOT INC

+$660.0K

47,042 +1%

减持

— ZOETIS INC

+$643.0K

86,357 -0%

增持

— NVIDIA CORP

+$618.0K

69,337 +304%

清仓

— ORGANON & CO

-$602.0K

0 -100%

增持

— XYLEM INC

+$554.0K

96,635 +2%

减持

IAU ISHARES GOLD TRUST

-$510.0K

1,282,986 -0%

增持

IBM INTL. BUSINESS MACHINES CORP

-$445.0K

80,661 +1%

增持

NSRGY NESTLE SA SPONS ADR

-$443.0K

112,961 +0%

增持

— PROLOGIS INC REIT

+$394.0K

56,835 +1%

增持

— VERIZON COMMUNICATIONS

-$385.0K

222,082 +1%

增持

— MERCK & CO INC

-$361.0K

203,730 +1%

增持

— BLACKROCK INC CL A

-$318.0K

11,389 +1%

增持

— ENERGY SELECT SECTOR SPDR

-$306.0K

214,398 +1%

减持

— EXXON MOBIL CORP

-$297.0K

37,642 -5%

增持

— BROADCOM INC

+$286.0K

21,907 +1%

清仓

JKHY JACK HENRY & ASSOCIATES INC

-$280.0K

0 -100%

增持

KO COCA COLA CO

-$278.0K

251,883 +1%

增持

HON HONEYWELL INTERNATIONAL INC

-$261.0K

65,049 +1%

清仓

— AXSOME THERAPEUTICS INC

-$259.0K

0 -100%

增持

— INTERCONTINENTAL EXCHANGE INC

-$232.0K

91,438 +1%

增持

— LINDE PLC

+$229.0K

50,867 +0%

增持

PEP PEPSICO INC

+$222.0K

91,019 +0%

建仓

AMN AMN HEALTHCARE SVCS INC

+$218.0K

1,900

建仓

— TESLA INC

+$216.0K

278

增持

JNJ JOHNSON & JOHNSON

-$214.0K

111,533 +1%

清仓

— YUM CHINA HOLDINGS INC

-$214.0K

0 -100%

清仓

CGNX COGNEX CORP

-$209.0K

0 -100%

增持

BDX BECTON DICKINSON

+$201.0K

33,551 +1%

增持

ECL ECOLAB INC

+$200.0K

35,231 +1%

增持

TJX TJX COS INC

+$186.0K

141,990 +1%

减持

— BIOGEN INC

-$143.0K

2,084 -2%

清仓

— GENERAL ELECTRIC CORP

-$141.0K

0 -100%

减持

— 3M CO

-$105.0K

3,479 -3%

减持

INTC INTEL CORP

-$102.0K

25,734 -2%

增持

— UNITEDHEALTH GROUP INC

-$87.0K

27,795 +2%

减持

EMR EMERSON ELEC CO

-$79.0K

11,975 -5%

减持

— ABBVIE INC

-$77.0K

8,182 -4%

增持

DSI ISHARES MSCI KLD 400 SOCIAL ETF

+$74.0K

12,442 +7%

减持

— ALPHABET INC CL C

+$68.0K

455 -0%

减持

BRK/B BERKSHIRE HATHAWAY INC-CL B

-$58.0K

3,421 -4%

减持

CVX CHEVRON CORPORATION

-$56.0K

4,852 -7%

减持

BA BOEING CO

-$55.0K

2,674 -0%

增持

— AMERICAN TOWER CORP REIT

-$54.0K

23,220 +1%

减持

PFE PFIZER INC

+$53.0K

21,307 -3%

减持

ADP AUTOMATIC DATA PROCESSING INC

-$36.0K

10,638 -3%

减持

— EDWARDS LIFESCIENCES CORP

-$35.0K

5,285 -13%

增持

VIG VANGUARD DIVIDEND APPREC ETF

+$26.0K

46,068 +1%

增持

IBB ISHARES BIOTECHNOLOGY ETF

+$23.0K

58,287 +1%

减持

USB US BANCORP NEW

-$22.0K

13,827 -7%

减持

ADI ANALOG DEVICES INC

-$17.0K

2,883 -1%

减持

— CARRIER GLOBAL CORP

+$16.0K

6,016 -1%

减持

INTU INTUIT INC

+$13.0K

2,010 -8%

减持

IEF ISHARES 7-10 YEAR TREASURY B

-$12.0K

3,423 -3%

增持

WMT WALMART INC

-$9.0K

82,623 +1%

减持

PNC PNC FINANCIAL SERVICES GROUP

-$9.0K

3,518 -4%

减持

— CISCO SYSTEMS INC

-$6.0K

10,544 -4%

增持

ITOT ISHARES CORE S&P TOTAL U.S.

+$6.0K

72,757 +0%

增持

— FACEBOOK INC-A

-$4.0K

889 +1%

增持

— VANGUARD SHORT TERM CORP BOND ETF

-$1.0K

5,076 +0%

减持

— OTIS WORLDWIDE CORP

-$1.0K

3,001 -1%

增持

— PIMCO ACTIVE BOND ETF

-$1.0K

7,056 +0%

增持

— SPDR DOUBLELINE TR TACT ETF

+$0

6,599 +0%

增持

— SPDR BLACKSTONE SENIOR LOAN ETF

+$0

5,012 +0%

减持

— RAYTHEON TECHNOLOGIES CORP

+$0

8,039 -1%