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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 81 项建仓 5增持 41减持 31清仓 4

方向

标的

Δ市值

现股数(环比)

建仓

— LINDE PLC

+$17.9M

50,470

清仓

— LINDE PLC

-$16.7M

0 -100%

减持

— NVIDIA CORP

+$9.2M

69,846 -0%

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。

增持

MSFT MICROSOFT CORP

+$7.8M

155,310 +1%

减持

AAPL APPLE INC

+$7.4M

220,720 -1%

减持

— UNITEDHEALTH GROUP INC

-$6.6M

18,144 -37%

建仓

— EATON CORP PLC

+$6.6M

38,241

减持

UNP UNION PAC CORP

-$6.0M

53,686 -34%

增持

IAU ISHARES GOLD TRUST

+$5.2M

1,365,091 +3%

增持

RIO RIO TINTO PLC SPONS ADR

+$4.5M

135,938 +101%

减持

— ALPHABET INC CL A

+$3.0M

215,534 -2%

减持

AMZN AMAZON.COM INC

+$2.6M

145,966 -2%

增持

JNJ JOHNSON & JOHNSON

-$2.2M

115,215 +1%

减持

— SALESFORCE INC

+$2.1M

34,441 -4%

增持

BAC BANK OF AMERICA CORP

-$2.1M

507,572 +1%

增持

ECL ECOLAB INC

+$2.0M

35,636 +33%

增持

— BROADCOM INC

+$2.0M

22,463 +1%

减持

— NEXTERA ENERGY INC

-$1.7M

239,073 -1%

增持

— VERIZON COMMUNICATIONS

+$1.6M

227,925 +23%

增持

HON HONEYWELL INTERNATIONAL INC

-$1.5M

66,437 +1%

减持

— ZOETIS INC

+$1.4M

83,519 -2%

增持

— ENERGY SELECT SECTOR SPDR

-$1.2M

260,173 +0%

减持

— ADOBE INC

+$1.1M

28,937 -3%

减持

— VISA INC CL A

+$1.0M

62,717 -1%

增持

ABT ABBOTT LABS

-$984.0K

152,312 +2%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$797.0K

59,120 +2%

增持

— PROLOGIS INC REIT

+$746.0K

57,745 +1%

增持

WMT WALMART INC

+$741.0K

85,106 +2%

增持

PGR PROGRESSIVE CORP

+$732.0K

46,665 +2%

增持

— SPDR PORTFOLIO EMERGING MARKETS ETF

+$725.0K

393,257 +2%

增持

— MERCK & CO INC

-$669.0K

212,171 +1%

增持

IBM INTL. BUSINESS MACHINES CORP

-$619.0K

82,575 +2%

减持

HD HOME DEPOT INC

-$615.0K

28,211 -0%

减持

NSRGY NESTLE SA SPONS ADR

+$569.0K

91,046 -0%

增持

— XYLEM INC

-$453.0K

98,844 +1%

建仓

— EDWARDS LIFESCIENCES CORP

+$437.0K

5,285

增持

— INTERCONTINENTAL EXCHANGE INC

+$400.0K

94,567 +3%

清仓

EW EDWARDS LIFESCIENCES CORP

-$399.0K

0 -100%

减持

ITOT ISHARES CORE S&P TOTAL U.S.

+$279.0K

59,054 -1%

减持

VIG VANGUARD DIVIDEND APPREC ETF

-$265.0K

221,809 -2%

增持

PEP PEPSICO INC

+$253.0K

93,759 +1%

减持

BDX BECTON DICKINSON

-$249.0K

35,209 -0%

清仓

— SPDR S&P MIDCAP 400 ETF TRUST

-$237.0K

0 -100%

减持

DSI ISHARES MSCI KLD 400 SOCIAL ETF

-$235.0K

26,292 -17%

增持

KO COCA COLA CO

-$232.0K

257,353 +1%

减持

— ABBVIE INC

-$222.0K

6,898 -16%

建仓

— COSTCO WHOLESALE CORP

+$218.0K

439

减持

ADP AUTOMATIC DATA PROCESSING INC

-$216.0K

10,196 -2%

建仓

QCOM QUALCOMM INC

+$214.0K

1,680

增持

PG PROCTER & GAMBLE CO

-$193.0K

118,302 +1%

减持

INTC INTEL CORP

+$154.0K

28,379 -3%

减持

ADI ANALOG DEVICES INC

+$151.0K

4,674 -1%

减持

SYK STRYKER CORPORATION

+$135.0K

3,581 -1%

减持

— ALPHABET INC CL C

+$130.0K

10,577 -3%

增持

BMY BRISTOL MYERS SQUIBB CO

-$106.0K

145,632 +3%

增持

USB US BANCORP NEW

-$104.0K

13,909 +0%

增持

EMR EMERSON ELEC CO

-$100.0K

12,028 +1%

增持

CVX CHEVRON CORPORATION

-$90.0K

6,291 +1%

增持

MCD MCDONALDS CORP

+$86.0K

4,131 +2%

增持

— JP MORGAN CHASE & CO

+$71.0K

128,435 +3%

增持

— TARGET CORP

+$55.0K

2,622 +3%

增持

DIS DISNEY WALT CO NEW

+$46.0K

3,107 +2%

增持

— MASTERCARD INC CL A

+$45.0K

2,829 +0%

清仓

LOW LOWES COS INC

-$40.0K

0 -100%

增持

LLY LILLY ELI & CO

-$31.0K

1,593 +1%

减持

— RAYTHEON TECHNOLOGIES CORP

-$31.0K

7,969 -1%

增持

DOW DOW INC

+$29.0K

5,348 +2%

减持

— CARRIER GLOBAL CORP

+$27.0K

6,385 -1%

增持

TJX TJX COS INC

+$25.0K

145,170 +2%

增持

— DUPONT DE NEMOURS INC

+$23.0K

5,026 +2%

减持

— OTIS WORLDWIDE CORP

+$16.0K

2,983 -1%

增持

— CORTEVA INC

+$14.0K

5,100 +2%

增持

— EXXON MOBIL CORP

-$12.0K

41,155 +0%

减持

CNI CANADIAN NATIONAL RAILWAY CO

-$11.0K

4,210 -1%

减持

IEF ISHARES 7-10 YEAR TREASURY B

+$10.0K

3,194 -0%

增持

IBB ISHARES BIOTECHNOLOGY ETF

-$8.0K

59,612 +2%

增持

BRK/B BERKSHIRE HATHAWAY INC-CL B

+$7.0K

3,433 +1%

增持

PAYX PAYCHEX INC

+$3.0K

3,057 +2%

减持

— BIOGEN INC

-$3.0K

2,078 -1%

减持

— JPMORGAN ULTRA-SHORT INCOME ETF

+$0

4,843 -0%

减持

— JPM ULTRA-SHORT MUNI INCOME

+$0

4,801 -0%