小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 92 项建仓 20增持 24减持 45清仓 3

方向

标的

Δ市值

现股数(环比)

减持

VIG VANGUARD DIVIDEND APPREC ETF

-$16.9M

106,312 -52%

建仓

— TECHNOLOGY SELECT SECT SPDR

+$14.1M

80,878

建仓

— FINANCIAL SELECT SECTOR SPDR

+$9.2M

273,603

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

— INDUSTRIAL SELECT SECTOR SPDR

+$9.2M

85,793

增持

AAPL APPLE INC

+$9.0M

234,201 +6%

增持

AMZN AMAZON.COM INC

+$8.0M

176,646 +21%

增持

— ENERGY SELECT SECTOR SPDR

+$7.7M

360,674 +39%

建仓

— CONSUMER DISCRETIONARY SELECT

+$7.6M

44,891

减持

MSFT MICROSOFT CORP

+$7.5M

153,475 -1%

减持

— NVIDIA CORP

+$6.3M

60,743 -13%

建仓

— HEALTH CARE SELECT SECTOR

+$5.3M

40,177

建仓

— APTIV PLC

+$4.5M

44,538

建仓

— COMM SERV SELECT SECTOR SPDR

+$4.5M

68,673

减持

IJH ISHARES CORE S&P MID-CAP ETF

-$4.4M

39,639 -33%

减持

— SPDR PORTFOLIO EMERGING MARKETS ETF

-$4.3M

265,819 -32%

建仓

— TESLA INC

+$3.6M

13,934

减持

RIO RIO TINTO PLC SPONS ADR

-$3.5M

90,751 -33%

减持

NSRGY NESTLE SA SPONS ADR

-$3.4M

64,011 -30%

减持

— ALPHABET INC CL A

+$3.3M

214,580 -0%

建仓

— META PLATFORMS INC CL A

+$3.2M

11,179

增持

BRK/B BERKSHIRE HATHAWAY INC-CL B

+$3.1M

12,225 +256%

建仓

— SERVICENOW INC

+$2.9M

5,192

减持

— ADOBE INC

+$2.9M

28,634 -1%

减持

— NEXTERA ENERGY INC

-$2.8M

210,432 -12%

建仓

— UTILITIES SELECT SECTOR SPDR

+$2.7M

40,595

建仓

— REAL ESTATE SELECT SECT SPDR

+$2.5M

67,517

减持

IBB ISHARES BIOTECHNOLOGY ETF

-$2.5M

40,607 -32%

减持

BAC BANK OF AMERICA CORP

-$2.2M

428,957 -15%

减持

KO COCA COLA CO

-$2.2M

229,304 -11%

减持

IBM INTL. BUSINESS MACHINES CORP

-$2.1M

65,320 -21%

减持

— BROADCOM INC

+$2.1M

19,000 -15%

减持

— VERIZON COMMUNICATIONS

-$1.7M

191,410 -16%

减持

IAU ISHARES GOLD TRUST

-$1.7M

1,355,670 -1%

减持

— XYLEM INC

-$1.4M

79,084 -20%

减持

— INTERCONTINENTAL EXCHANGE INC

-$1.4M

74,585 -21%

减持

— ZOETIS INC

-$1.4M

72,610 -13%

减持

TJX TJX COS INC

-$1.4M

117,796 -19%

减持

HON HONEYWELL INTERNATIONAL INC

-$1.2M

55,262 -17%

减持

PEP PEPSICO INC

-$1.2M

85,893 -8%

建仓

IVV ISHARES CORE S&P 500 ETF

+$1.2M

2,650

减持

HD HOME DEPOT INC

-$1.1M

23,276 -17%

建仓

— SPDR GOLD MINISHARES TRUST ETF

+$1.1M

28,711

建仓

— NUVECTIS PHARMA INC

+$1.1M

67,000

增持

— COSTCO WHOLESALE CORP

+$1.0M

2,341 +433%

增持

— CISCO SYSTEMS INC

+$1.0M

31,587 +176%

增持

MCD MCDONALDS CORP

+$1.0M

7,329 +77%

减持

— EATON CORP PLC

+$1.0M

37,679 -1%

减持

ABT ABBOTT LABS

-$909.0K

133,127 -13%

减持

BMY BRISTOL MYERS SQUIBB CO

-$877.0K

144,122 -1%

增持

— ACCENTURE PLC CL A

+$858.0K

3,594 +310%

增持

— ABBVIE INC

+$794.0K

14,047 +104%

减持

— LINDE PLC

-$774.0K

45,042 -11%

建仓

— COMCAST CORP CL A

+$723.0K

17,399

减持

JNJ JOHNSON & JOHNSON

+$707.0K

112,164 -3%

减持

WMT WALMART INC

-$701.0K

75,379 -11%

增持

DIS DISNEY WALT CO NEW

+$668.0K

10,970 +253%

增持

BDX BECTON DICKINSON

+$625.0K

35,381 +0%

清仓

— ANGI INC CL A

-$602.0K

0 -100%

建仓

NKE NIKE INC-CLASS B

+$594.0K

5,378

增持

— SALESFORCE INC

+$578.0K

35,305 +3%

减持

— VISA INC CL A

+$568.0K

61,935 -1%

减持

PGR PROGRESSIVE CORP

-$565.0K

46,168 -1%

增持

ITOT ISHARES CORE S&P TOTAL U.S.

+$445.0K

59,203 +0%

减持

— JP MORGAN CHASE & CO

-$425.0K

112,148 -13%

减持

— MERCK & CO INC

-$318.0K

192,867 -9%

增持

— ALPHABET INC CL C

+$307.0K

11,630 +10%

清仓

— JPM ULTRA-SHORT MUNI INCOME

-$244.0K

0 -100%

建仓

— ISHARES 0-3 MONTH TREASURY BD ETF

+$228.0K

2,266

建仓

— S&P GLOBAL INC

+$228.0K

569

建仓

PCAR PACCAR INC

+$224.0K

2,675

清仓

QCOM QUALCOMM INC

-$214.0K

0 -100%

减持

— PROLOGIS INC REIT

-$209.0K

57,046 -1%

增持

— UNITEDHEALTH GROUP INC

+$194.0K

18,244 +1%

增持

ITW ILLINOIS TOOL WKS INC

+$126.0K

2,449 +22%

减持

PG PROCTER & GAMBLE CO

+$102.0K

116,592 -1%

减持

— MASTERCARD INC CL A

+$73.0K

2,799 -1%

增持

— EDWARDS LIFESCIENCES CORP

+$69.0K

5,360 +1%

减持

UNP UNION PAC CORP

+$40.0K

53,001 -1%

减持

EMR EMERSON ELEC CO

+$39.0K

12,023 -0%

增持

INTC INTEL CORP

+$30.0K

28,615 +1%

减持

— CARRIER GLOBAL CORP

+$25.0K

6,380 -0%

减持

ECL ECOLAB INC

+$24.0K

31,728 -11%

增持

— EXXON MOBIL CORP

-$23.0K

41,863 +2%

减持

STT STATE STREET CORP

-$23.0K

5,160 -3%

增持

CNI CANADIAN NATIONAL RAILWAY CO

+$20.0K

4,272 +1%

减持

— OTIS WORLDWIDE CORP

+$13.0K

2,978 -0%

增持

SBUX STARBUCKS CORP

+$9.0K

3,852 +8%

增持

— DUPONT DE NEMOURS INC

+$4.0K

5,110 +2%

增持

DOW DOW INC

-$4.0K

5,432 +2%

减持

DSI ISHARES MSCI KLD 400 SOCIAL ETF

+$3.0K

24,401 -7%

增持

BA BOEING CO

-$3.0K

2,637 +0%

减持

— RTX CORPORATION

-$3.0K

7,927 -1%