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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

22Q1 调仓2021-12-31 → 2022-03-31 · 共 80 项建仓 3增持 28减持 46清仓 3

方向

标的

Δ市值

现股数(环比)

清仓

— LINDE PLC

-$17.7M

0 -100%

建仓

— LINDE PLC

+$16.3M

50,918

减持

— ADOBE INC

-$12.1M

30,220 -34%

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

HD HOME DEPOT INC

-$11.1M

28,374 -40%

减持

— SALESFORCE INC

-$10.2M

44,329 -42%

减持

— NEXTERA ENERGY INC

-$9.4M

236,903 -25%

增持

IAU ISHARES GOLD TRUST

+$8.8M

1,447,554 +13%

减持

— VISA INC CL A

-$5.8M

63,360 -31%

减持

— PAYPAL HOLDINGS INC

-$5.7M

75,729 -1%

减持

— ZOETIS INC

-$4.8M

86,168 -0%

减持

MSFT MICROSOFT CORP

-$4.7M

152,503 -1%

增持

— ENERGY SELECT SECTOR SPDR

+$4.6M

215,667 +1%

减持

— XYLEM INC

-$3.4M

96,388 -1%

减持

ABT ABBOTT LABS

-$3.4M

147,621 -0%

减持

— JP MORGAN CHASE & CO

-$2.8M

125,866 -0%

减持

TJX TJX COS INC

-$2.2M

141,719 -0%

减持

ECL ECOLAB INC

-$2.1M

35,482 -0%

增持

— BLACKROCK INC CL A

-$1.7M

11,499 +0%

减持

UNP UNION PAC CORP

+$1.7M

80,852 -0%

减持

BAC BANK OF AMERICA CORP

-$1.7M

498,849 -0%

增持

BMY BRISTOL MYERS SQUIBB CO

+$1.5M

139,363 +1%

增持

— NVIDIA CORP

-$1.4M

69,753 +0%

减持

IBB ISHARES BIOTECHNOLOGY ETF

-$1.3M

58,127 -1%

减持

— ALPHABET INC CL A

-$1.3M

10,843 -0%

减持

— SPDR PORTFOLIO EMERGING MARKETS ETF

-$1.2M

389,876 -0%

增持

PG PROCTER & GAMBLE CO

-$1.2M

113,841 +0%

增持

— MERCK & CO INC

+$1.1M

205,291 +0%

减持

AAPL APPLE INC

-$1.1M

252,022 -1%

减持

— AMERICAN TOWER CORP REIT

-$1.0M

22,896 -2%

减持

DIS DISNEY WALT CO NEW

-$1.0M

57,596 -0%

减持

NSRGY NESTLE SA SPONS ADR

-$1.0M

90,245 -1%

减持

HON HONEYWELL INTERNATIONAL INC

-$997.0K

64,756 -1%

增持

RIO RIO TINTO PLC SPONS ADR

+$895.0K

66,381 +0%

减持

DHR DANAHER CORP

-$891.0K

24,171 -0%

增持

— EXXON MOBIL CORP

+$862.0K

38,964 +1%

增持

— BROADCOM INC

-$760.0K

22,059 +0%

减持

AMZN AMAZON.COM INC

-$759.0K

9,394 -0%

增持

IJR ISHARES CORE S&P SMALL-CAP ETF

-$757.0K

141,535 +1%

增持

KO COCA COLA CO

+$730.0K

252,117 +0%

减持

JNJ JOHNSON & JOHNSON

+$687.0K

111,672 -0%

增持

PEP PEPSICO INC

-$561.0K

91,954 +0%

增持

BDX BECTON DICKINSON

+$542.0K

33,526 +1%

增持

— INTERCONTINENTAL EXCHANGE INC

-$424.0K

91,314 +0%

增持

— PROLOGIS INC REIT

-$390.0K

56,897 +0%

增持

ITOT ISHARES CORE S&P TOTAL U.S.

-$373.0K

73,657 +1%

减持

WMT WALMART INC

+$341.0K

82,668 -0%

增持

— UNITEDHEALTH GROUP INC

+$335.0K

28,224 +1%

减持

IBM INTL. BUSINESS MACHINES CORP

-$310.0K

80,182 -0%

建仓

— JPMORGAN ULTRA-SHORT INCOME ETF

+$296.0K

5,891

建仓

— JPM ULTRA-SHORT MUNI INCOME

+$296.0K

5,851

增持

VIG VANGUARD DIVIDEND APPREC ETF

-$283.0K

47,491 +2%

减持

— VERIZON COMMUNICATIONS

-$250.0K

222,730 -0%

清仓

AMN AMN HEALTHCARE SVCS INC

-$232.0K

0 -100%

减持

CVX CHEVRON CORPORATION

+$228.0K

5,346 -2%

清仓

PWCDF POWER CORP OF CANADA

-$212.0K

0 -100%

减持

ADP AUTOMATIC DATA PROCESSING INC

-$206.0K

10,623 -0%

减持

BRK/B BERKSHIRE HATHAWAY INC-CL B

+$182.0K

3,408 -0%

减持

APD AIR PRODUCTS & CHEMICALS INC

-$172.0K

3,130 -0%

减持

PFE PFIZER INC

-$169.0K

22,767 -0%

减持

— 3M CO

-$107.0K

3,378 -2%

减持

DSI ISHARES MSCI KLD 400 SOCIAL ETF

-$100.0K

11,863 -2%

增持

— META PLATFORMS INC CL A

-$92.0K

931 +5%

减持

— TARGET CORP

-$86.0K

2,545 -6%

减持

— BIOGEN INC

-$70.0K

2,044 -2%

增持

ADI ANALOG DEVICES INC

+$68.0K

3,449 +21%

减持

— RAYTHEON TECHNOLOGIES CORP

+$63.0K

7,868 -5%

增持

PNC PNC FINANCIAL SERVICES GROUP

-$59.0K

3,817 +0%

增持

DOW DOW INC

+$57.0K

4,996 +9%

增持

— CARRIER GLOBAL CORP

-$53.0K

6,532 +0%

减持

USB US BANCORP NEW

-$53.0K

13,889 -1%

减持

— ALPHABET INC CL C

-$50.0K

470 -0%

增持

QCOM QUALCOMM INC

-$49.0K

1,686 +0%

减持

— OTIS WORLDWIDE CORP

-$33.0K

3,243 -0%

减持

BA BOEING CO

-$28.0K

2,664 -0%

增持

— TESLA INC

+$25.0K

302 +6%

减持

LLY LILLY ELI & CO

+$25.0K

2,806 -0%

减持

IEF ISHARES 7-10 YEAR TREASURY B

-$24.0K

3,298 -2%

减持

— MASTERCARD INC CL A

-$16.0K

2,886 -1%

增持

— COSTCO WHOLESALE CORP

+$4.0K

402 +1%

增持

INTC INTEL CORP

+$2.0K

27,080 +4%