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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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 92 项建仓 4增持 21减持 60清仓 7

方向

标的

Δ市值

现股数(环比)

清仓

— LINDE PLC

-$16.3M

0 -100%

清仓

IJR ISHARES CORE S&P SMALL-CAP ETF

-$15.3M

0 -100%

清仓

— SPDR PORTFOLIO EMERGING MARKETS ETF

-$15.1M

0 -100%

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。

建仓

— LINDE PLC

+$14.6M

50,914

建仓

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$13.6M

326,118

建仓

IJH ISHARES CORE S&P MID-CAP ETF

+$12.9M

57,170

增持

AMZN AMAZON.COM INC

-$10.7M

187,777 +1899%

减持

AAPL APPLE INC

-$9.7M

250,802 -0%

增持

— NVIDIA CORP

-$8.4M

69,860 +0%

减持

MSFT MICROSOFT CORP

-$7.9M

152,285 -0%

减持

— ALPHABET INC CL A

-$6.5M

10,840 -0%

增持

BAC BANK OF AMERICA CORP

-$5.0M

499,133 +0%

增持

UNP UNION PAC CORP

-$4.8M

80,930 +0%

减持

IAU ISHARES GOLD TRUST

-$4.0M

1,436,601 -1%

减持

— PAYPAL HOLDINGS INC

-$3.5M

74,884 -1%

增持

— INTERCONTINENTAL EXCHANGE INC

-$3.5M

91,344 +0%

减持

— BROADCOM INC

-$3.2M

22,041 -0%

减持

— JP MORGAN CHASE & CO

-$3.0M

125,640 -0%

减持

— ADOBE INC

-$2.7M

30,164 -0%

增持

— PROLOGIS INC REIT

-$2.5M

56,929 +0%

增持

DIS DISNEY WALT CO NEW

-$2.5M

57,656 +0%

减持

WMT WALMART INC

-$2.3M

82,348 -0%

减持

— SALESFORCE INC

-$2.1M

44,189 -0%

减持

— MERCK & CO INC

+$1.8M

204,873 -0%

减持

— NEXTERA ENERGY INC

-$1.8M

236,080 -0%

增持

— BLACKROCK INC CL A

-$1.8M

11,508 +0%

减持

— VISA INC CL A

-$1.6M

63,250 -0%

减持

ABT ABBOTT LABS

-$1.5M

147,089 -0%

减持

— ZOETIS INC

-$1.5M

85,926 -0%

增持

HON HONEYWELL INTERNATIONAL INC

-$1.3M

64,760 +0%

减持

ITOT ISHARES CORE S&P TOTAL U.S.

-$1.3M

73,553 -0%

增持

RIO RIO TINTO PLC SPONS ADR

-$1.3M

66,701 +0%

减持

NSRGY NESTLE SA SPONS ADR

-$1.3M

90,052 -0%

减持

PG PROCTER & GAMBLE CO

-$1.1M

113,589 -0%

增持

— ENERGY SELECT SECTOR SPDR

-$1.1M

215,715 +0%

增持

DHR DANAHER CORP

-$944.0K

24,243 +0%

减持

ECL ECOLAB INC

-$914.0K

34,803 -2%

减持

IBM INTL. BUSINESS MACHINES CORP

+$887.0K

80,120 -0%

增持

VIG VANGUARD DIVIDEND APPREC ETF

-$882.0K

47,531 +0%

减持

HD HOME DEPOT INC

-$743.0K

28,256 -0%

减持

IBB ISHARES BIOTECHNOLOGY ETF

-$740.0K

58,099 -0%

增持

— XYLEM INC

-$680.0K

96,421 +0%

减持

TJX TJX COS INC

-$676.0K

141,614 -0%

增持

BDX BECTON DICKINSON

-$653.0K

33,527 +0%

减持

BMY BRISTOL MYERS SQUIBB CO

+$540.0K

139,201 -0%

减持

INTC INTEL CORP

-$353.0K

26,432 -2%

清仓

— TESLA INC

-$325.0K

0 -100%

减持

— ALPHABET INC CL C

-$302.0K

462 -2%

增持

BRK/B BERKSHIRE HATHAWAY INC-CL B

-$270.0K

3,418 +0%

清仓

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP

-$265.0K

0 -100%

减持

SYK STRYKER CORPORATION

-$260.0K

3,648 -1%

清仓

— COSTCO WHOLESALE CORP

-$231.0K

0 -100%

减持

EMR EMERSON ELEC CO

-$223.0K

11,958 -0%

减持

INTU INTUIT INC

-$209.0K

1,963 -2%

建仓

AMN AMN HEALTHCARE SVCS INC

+$208.0K

1,900

清仓

— META PLATFORMS INC CL A

-$207.0K

0 -100%

减持

ADP AUTOMATIC DATA PROCESSING INC

-$197.0K

10,569 -1%

减持

KO COCA COLA CO

+$188.0K

251,451 -0%

减持

— TARGET CORP

-$181.0K

2,540 -0%

增持

DSI ISHARES MSCI KLD 400 SOCIAL ETF

-$152.0K

12,177 +3%

减持

BA BOEING CO

-$148.0K

2,651 -0%

增持

— UNITEDHEALTH GROUP INC

+$143.0K

28,300 +0%

减持

STT STATE STREET CORP

-$140.0K

5,305 -1%

减持

— MASTERCARD INC CL A

-$122.0K

2,882 -0%

减持

— EXXON MOBIL CORP

+$115.0K

38,918 -0%

减持

CVX CHEVRON CORPORATION

-$106.0K

5,276 -1%

减持

ADI ANALOG DEVICES INC

-$100.0K

3,214 -7%

减持

PEP PEPSICO INC

-$91.0K

91,805 -0%

增持

PNC PNC FINANCIAL SERVICES GROUP

-$86.0K

3,918 +3%

减持

— AMERICAN TOWER CORP REIT

+$84.0K

22,834 -0%

减持

— DUPONT DE NEMOURS INC

-$82.0K

4,528 -0%

减持

— 3M CO

-$78.0K

3,285 -3%

减持

— PIMCO ACTIVE BOND ETF

-$75.0K

6,811 -4%

减持

— CARRIER GLOBAL CORP

-$69.0K

6,470 -1%

减持

DOW DOW INC

-$68.0K

4,835 -3%

减持

— VERIZON COMMUNICATIONS

-$61.0K

222,366 -0%

增持

— BEYOND AIR INC

+$58.0K

35,020 +33%

减持

— JPMORGAN ULTRA-SHORT INCOME ETF

-$48.0K

4,943 -16%

减持

— JPM ULTRA-SHORT MUNI INCOME

-$48.0K

4,905 -16%

减持

QCOM QUALCOMM INC

-$43.0K

1,680 -0%

减持

LLY LILLY ELI & CO

+$43.0K

2,612 -7%

减持

— RAYTHEON TECHNOLOGIES CORP

-$38.0K

7,711 -2%

减持

APD AIR PRODUCTS & CHEMICALS INC

-$32.0K

3,120 -0%

减持

— SPDR DOUBLELINE TR TACT ETF

-$27.0K

6,402 -3%

减持

— VANGUARD SHORT TERM CORP BOND ETF

-$23.0K

4,929 -3%

减持

— SPDR BLACKSTONE SENIOR LOAN ETF

-$23.0K

4,867 -3%

增持

MCD MCDONALDS CORP

+$23.0K

4,007 +3%

减持

— OTIS WORLDWIDE CORP

-$22.0K

3,226 -1%

减持

IEF ISHARES 7-10 YEAR TREASURY B

-$22.0K

3,243 -2%

减持

JNJ JOHNSON & JOHNSON

+$19.0K

111,606 -0%

减持

— CORTEVA INC

-$15.0K

4,452 -0%

减持

PFE PFIZER INC

-$2.0K

22,439 -1%