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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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 81 项建仓 3增持 54减持 24

方向

标的

Δ市值

现股数(环比)

建仓

IJR ISHARES CORE S&P SMALL-CAP ETF

+$16.0M

139,954

增持

AAPL APPLE INC

+$9.2M

253,834 +0%

增持

DHR DANAHER CORP

+$7.3M

24,258 +964%

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

— SALESFORCE.COM

-$6.9M

77,017 -21%

增持

— NVIDIA CORP

+$6.1M

69,519 +0%

增持

— PAYPAL HOLDINGS INC

-$5.4M

76,810 +1%

增持

— NEXTERA ENERGY INC

+$4.8M

315,509 +0%

增持

UNP UNION PAC CORP

+$4.6M

80,996 +0%

减持

— ZOETIS INC

+$4.3M

86,273 -0%

增持

HD HOME DEPOT INC

+$4.2M

47,223 +0%

增持

— BROADCOM INC

+$4.0M

22,017 +1%

增持

— UNITEDHEALTH GROUP INC

+$3.2M

27,996 +1%

减持

MSFT MICROSOFT CORP

+$3.2M

153,647 -11%

增持

PG PROCTER & GAMBLE CO

+$2.8M

113,390 +1%

增持

— LINDE PLC

+$2.8M

51,086 +0%

增持

— ALPHABET INC CL A

+$2.5M

10,870 +0%

增持

— PROLOGIS INC REIT

+$2.4M

56,892 +0%

减持

ABT ABBOTT LABS

-$2.3M

148,124 -24%

增持

PEP PEPSICO INC

+$2.3M

91,840 +1%

减持

— INTERCONTINENTAL EXCHANGE INC

+$2.0M

91,309 -0%

减持

KO COCA COLA CO

+$1.7M

251,661 -0%

减持

IAU ISHARES GOLD TRUST

+$1.6M

1,278,664 -0%

增持

TJX TJX COS INC

+$1.1M

142,144 +0%

增持

JNJ JOHNSON & JOHNSON

+$1.1M

111,682 +0%

增持

BAC BANK OF AMERICA CORP

+$1.1M

499,616 +0%

增持

ECL ECOLAB INC

+$982.0K

35,515 +1%

增持

— BLACKROCK INC CL A

+$955.0K

11,475 +1%

增持

VIG VANGUARD DIVIDEND APPREC ETF

+$908.0K

46,486 +1%

减持

DIS DISNEY WALT CO NEW

-$873.0K

57,611 -1%

减持

NSRGY NESTLE SA SPONS ADR

-$818.0K

90,910 -20%

增持

— ENERGY SELECT SECTOR SPDR

+$737.0K

214,499 +0%

增持

ITOT ISHARES CORE S&P TOTAL U.S.

+$650.0K

72,982 +0%

增持

— AMERICAN TOWER CORP REIT

+$637.0K

23,248 +0%

增持

— JP MORGAN CHASE & CO

-$546.0K

126,049 +1%

增持

AMZN AMAZON.COM INC

+$543.0K

9,412 +0%

增持

— VISA INC CL A

-$540.0K

91,594 +0%

增持

IBB ISHARES BIOTECHNOLOGY ETF

-$506.0K

58,435 +0%

减持

IBM INTL. BUSINESS MACHINES CORP

-$471.0K

80,321 -0%

增持

WMT WALMART INC

+$454.0K

82,728 +0%

增持

PFE PFIZER INC

+$431.0K

22,807 +7%

减持

BMY BRISTOL MYERS SQUIBB CO

+$415.0K

138,541 -0%

减持

— SPDR PORTFOLIO EMERGING MARKETS ETF

-$412.0K

391,090 -0%

增持

— VERIZON COMMUNICATIONS

-$399.0K

223,176 +0%

增持

— MERCK & CO INC

+$392.0K

204,773 +1%

增持

— ADOBE INC

-$375.0K

45,536 +0%

增持

— XYLEM INC

-$333.0K

96,890 +0%

建仓

— COSTCO WHOLESALE CORP

+$227.0K

400

增持

HON HONEYWELL INTERNATIONAL INC

-$212.0K

65,210 +0%

建仓

— CORTEVA INC

+$211.0K

4,457

减持

— ABBVIE INC

+$206.0K

8,041 -2%

增持

LLY LILLY ELI & CO

+$174.0K

2,820 +8%

增持

MCD MCDONALDS CORP

+$155.0K

3,907 +6%

增持

— CISCO SYSTEMS INC

+$152.0K

11,454 +9%

增持

— ALPHABET INC CL C

+$150.0K

471 +4%

增持

CVX CHEVRON CORPORATION

+$150.0K

5,468 +13%

增持

— EXXON MOBIL CORP

+$142.0K

38,501 +2%

减持

BDX BECTON DICKINSON

+$128.0K

33,307 -1%

增持

ITW ILLINOIS TOOL WKS INC

+$105.0K

2,060 +6%

增持

— TARGET CORP

+$99.0K

2,705 +17%

减持

DSI ISHARES MSCI KLD 400 SOCIAL ETF

+$93.0K

12,140 -2%

减持

BRK/B BERKSHIRE HATHAWAY INC-CL B

+$87.0K

3,414 -0%

增持

— TESLA INC

+$84.0K

284 +2%

增持

PNC PNC FINANCIAL SERVICES GROUP

+$75.0K

3,803 +8%

减持

STT STATE STREET CORP

+$44.0K

5,360 -0%

增持

— CARRIER GLOBAL CORP

+$42.0K

6,510 +8%

增持

— OTIS WORLDWIDE CORP

+$36.0K

3,248 +8%

增持

USB US BANCORP NEW

-$31.0K

14,077 +2%

增持

INTC INTEL CORP

-$31.0K

26,014 +1%

减持

RIO RIO TINTO PLC SPONS ADR

-$28.0K

66,362 -1%

增持

— RAYTHEON TECHNOLOGIES CORP

+$25.0K

8,323 +4%

减持

ADI ANALOG DEVICES INC

+$19.0K

2,857 -1%

减持

IEF ISHARES 7-10 YEAR TREASURY B

-$16.0K

3,364 -2%

减持

EMR EMERSON ELEC CO

-$15.0K

11,970 -0%

减持

SYK STRYKER CORPORATION

+$10.0K

3,689 -0%

增持

— EASTERN BANKSHARES INC

+$9.0K

10,500 +5%

增持

— SPDR DOUBLELINE TR TACT ETF

-$5.0K

6,634 +1%

增持

— VANGUARD SHORT TERM CORP BOND ETF

-$3.0K

5,106 +1%

减持

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP

-$3.0K

2,956 -17%

增持

— PIMCO ACTIVE BOND ETF

-$2.0K

7,111 +1%

增持

— SPDR BLACKSTONE SENIOR LOAN ETF

-$1.0K

5,037 +0%

减持

— 3M CO

+$0

3,433 -1%