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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 94 项建仓 5增持 56减持 28清仓 5

方向

标的

Δ市值

现股数(环比)

减持

— MERCK & CO INC

-$5.7M

160,458 -17%

增持

AAPL APPLE INC

-$4.3M

240,201 +3%

减持

— LINDE PLC

-$3.8M

35,919 -20%

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

— BROADCOM INC

-$3.8M

15,317 -19%

增持

— NEXTERA ENERGY INC

-$3.5M

211,672 +1%

增持

— ENERGY SELECT SECTOR SPDR

+$3.5M

362,302 +0%

减持

— ZOETIS INC

-$3.3M

52,785 -27%

增持

MSFT MICROSOFT CORP

-$3.2M

155,234 +1%

增持

— ALPHABET INC CL A

+$2.8M

217,742 +1%

减持

— NVIDIA CORP

-$2.3M

53,831 -11%

增持

— HEALTH CARE SELECT SECTOR

+$1.9M

55,950 +39%

增持

IAU ISHARES GOLD TRUST

-$1.7M

1,362,515 +1%

增持

— XYLEM INC

-$1.6M

79,831 +1%

增持

ABT ABBOTT LABS

-$1.5M

134,358 +1%

增持

HON HONEYWELL INTERNATIONAL INC

-$1.2M

55,530 +0%

增持

PEP PEPSICO INC

-$1.2M

86,837 +1%

增持

JNJ JOHNSON & JOHNSON

-$1.0M

112,538 +0%

建仓

— MATERIALS SELECT SECTOR SPDR TRUST

+$917.1K

11,676

增持

— VERIZON COMMUNICATIONS

-$885.6K

192,329 +0%

增持

BMY BRISTOL MYERS SQUIBB CO

-$806.8K

144,903 +1%

增持

— TECHNOLOGY SELECT SECT SPDR

+$743.2K

90,308 +12%

增持

VIG VANGUARD DIVIDEND APPREC ETF

-$712.9K

106,546 +0%

增持

— EXXON MOBIL CORP

+$703.2K

44,167 +6%

增持

KO COCA COLA CO

-$689.9K

234,354 +2%

增持

— ADOBE INC

+$689.7K

28,813 +1%

增持

PG PROCTER & GAMBLE CO

-$652.8K

116,819 +0%

减持

— NUVECTIS PHARMA INC

-$631.7K

34,000 -49%

减持

— INDUSTRIAL SELECT SECTOR SPDR

-$608.4K

84,816 -1%

增持

— PROLOGIS INC REIT

-$554.2K

57,408 +1%

减持

— CONSUMER DISCRETIONARY SELECT

-$552.1K

43,924 -2%

增持

— UNITEDHEALTH GROUP INC

+$550.4K

18,484 +1%

增持

— ALPHABET INC CL C

+$535.1K

14,730 +27%

增持

TJX TJX COS INC

+$526.9K

118,305 +0%

增持

ECL ECOLAB INC

-$517.8K

31,908 +1%

增持

— EATON CORP PLC

+$508.4K

37,910 +1%

增持

IBM INTL. BUSINESS MACHINES CORP

+$497.9K

65,844 +1%

减持

NSRGY NESTLE SA SPONS ADR

-$469.4K

63,927 -0%

增持

AMZN AMAZON.COM INC

-$455.7K

177,567 +1%

增持

BAC BANK OF AMERICA CORP

-$452.1K

432,976 +1%

增持

IJH ISHARES CORE S&P MID-CAP ETF

-$416.7K

39,897 +1%

增持

PGR PROGRESSIVE CORP

+$357.5K

46,436 +1%

建仓

CAT CATERPILLAR INC

+$356.8K

1,307

增持

— VISA INC CL A

-$355.1K

62,401 +1%

减持

ITOT ISHARES CORE S&P TOTAL U.S.

-$342.5K

57,856 -2%

清仓

— HEINEKEN HOLDING NV

-$320.0K

0 -100%

增持

WMT WALMART INC

+$309.2K

76,016 +1%

清仓

— CAMBRIDGE BANCORP

-$294.0K

0 -100%

增持

— ABBVIE INC

+$245.6K

14,347 +2%

增持

— SALESFORCE INC

-$245.3K

35,574 +1%

建仓

— JPM ULTRA-SHORT MUNI INCOME

+$242.2K

4,801

减持

BDX BECTON DICKINSON

-$231.7K

35,235 -0%

建仓

— PAYPAL HOLDINGS INC

+$230.1K

3,936

增持

BRK/B BERKSHIRE HATHAWAY INC-CL B

+$228.3K

12,553 +3%

清仓

— CHECK POINT SOFTWARE TECH LTD

-$228.0K

0 -100%

建仓

CVS CVS HEALTH CORP

+$213.7K

3,061

减持

ADP AUTOMATIC DATA PROCESSING INC

+$211.7K

10,195 -0%

减持

ADI ANALOG DEVICES INC

-$199.1K

4,066 -13%

减持

— COMM SERV SELECT SECTOR SPDR

-$163.3K

65,665 -4%

增持

— SPDR PORTFOLIO EMERGING MARKETS ETF

-$159.8K

267,478 +1%

增持

IBB ISHARES BIOTECHNOLOGY ETF

-$158.0K

40,862 +1%

增持

— INTERCONTINENTAL EXCHANGE INC

-$156.6K

75,235 +1%

增持

NKE NIKE INC-CLASS B

+$154.5K

7,828 +46%

减持

— EDWARDS LIFESCIENCES CORP

-$139.9K

5,285 -1%

增持

— CISCO SYSTEMS INC

+$131.7K

32,844 +4%

减持

SYK STRYKER CORPORATION

-$130.8K

3,521 -2%

增持

— TESLA INC

-$127.4K

14,070 +1%

增持

— APTIV PLC

-$114.2K

44,962 +1%

减持

— BIOGEN INC

-$101.6K

1,908 -8%

增持

SBUX STARBUCKS CORP

+$92.8K

5,202 +35%

增持

— REAL ESTATE SELECT SECT SPDR

+$90.9K

77,367 +15%

减持

BA BOEING CO

-$89.9K

2,437 -8%

增持

HD HOME DEPOT INC

+$73.8K

24,172 +4%

减持

CVX CHEVRON CORPORATION

+$66.9K

6,268 -0%

减持

PNC PNC FINANCIAL SERVICES GROUP

-$64.1K

3,200 -12%

减持

CNI CANADIAN NATIONAL RAILWAY CO

-$60.9K

4,210 -1%

增持

— UTILITIES SELECT SECTOR SPDR

-$58.7K

44,092 +9%

增持

— JPMORGAN ULTRA-SHORT INCOME ETF

+$50.2K

5,843 +21%

清仓

— TYHEE GOLD CORP

-$42.0K

0 -100%

减持

USB US BANCORP NEW

-$40.9K

12,677 -9%

减持

STT STATE STREET CORP

-$40.9K

5,035 -2%

增持

— JP MORGAN CHASE & CO

+$34.5K

112,712 +1%

减持

DOW DOW INC

-$28.7K

5,049 -7%

减持

PAYX PAYCHEX INC

-$27.6K

2,726 -11%

减持

INTC INTEL CORP

+$25.0K

27,622 -3%

减持

IEF ISHARES 7-10 YEAR TREASURY B

-$19.5K

3,161 -1%

增持

RIO RIO TINTO PLC SPONS ADR

+$16.9K

91,309 +1%

增持

UNP UNION PAC CORP

+$14.0K

53,327 +1%

增持

— FINANCIAL SELECT SECTOR SPDR

-$12.1K

277,689 +1%

增持

DSI ISHARES MSCI KLD 400 SOCIAL ETF

+$9.4K

25,346 +4%

减持

— MASTERCARD INC CL A

-$8.7K

2,759 -1%

清仓

— WI2WI CORP

-$8.0K

0 -100%

增持

— SERVICENOW INC

+$5.9K

5,231 +1%

增持

— TARGET CORP

+$4.7K

3,172 +21%

增持

PFE PFIZER INC

+$4.0K

25,083 +11%