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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 94 项建仓 4增持 56减持 32清仓 2

方向

标的

Δ市值

现股数(环比)

增持

MSFT MICROSOFT CORP

+$10.0M

156,866 +1%

增持

IAU ISHARES GOLD TRUST

+$6.3M

1,382,884 +1%

增持

AAPL APPLE INC

+$5.7M

242,958 +1%

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

AMZN AMAZON.COM INC

+$4.8M

179,990 +1%

增持

— BROADCOM INC

+$4.5M

15,436 +1%

增持

— NVIDIA CORP

+$3.4M

54,207 +1%

增持

— JP MORGAN CHASE & CO

+$3.0M

113,607 +1%

增持

— ADOBE INC

+$2.9M

29,555 +3%

增持

BAC BANK OF AMERICA CORP

+$2.9M

437,890 +1%

增持

UNP UNION PAC CORP

+$2.6M

54,838 +3%

增持

— VISA INC CL A

+$2.5M

64,721 +4%

减持

— TECHNOLOGY SELECT SECT SPDR

+$2.4M

89,297 -1%

增持

— ALPHABET INC CL A

+$2.4M

221,009 +2%

增持

— SALESFORCE INC

+$2.4M

36,362 +2%

增持

— ENERGY SELECT SECTOR SPDR

-$2.1M

365,206 +1%

增持

— XYLEM INC

+$2.1M

81,673 +2%

增持

ABT ABBOTT LABS

+$1.9M

135,577 +1%

增持

— ZOETIS INC

+$1.8M

55,783 +6%

增持

IBM INTL. BUSINESS MACHINES CORP

+$1.7M

66,692 +1%

增持

— LINDE PLC

+$1.7M

36,620 +2%

减持

VIG VANGUARD DIVIDEND APPREC ETF

+$1.6M

106,531 -0%

增持

— INTERCONTINENTAL EXCHANGE INC

+$1.5M

76,059 +1%

增持

HON HONEYWELL INTERNATIONAL INC

+$1.5M

55,986 +1%

增持

— PROLOGIS INC REIT

+$1.3M

58,408 +2%

增持

— MERCK & CO INC

+$1.3M

163,749 +2%

增持

— VERIZON COMMUNICATIONS

+$1.2M

196,872 +2%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$1.2M

40,073 +0%

减持

— FINANCIAL SELECT SECTOR SPDR

+$1.1M

274,618 -1%

增持

HD HOME DEPOT INC

+$1.1M

24,247 +0%

增持

— EATON CORP PLC

+$1.1M

38,006 +0%

增持

RIO RIO TINTO PLC SPONS ADR

+$1.0M

91,821 +1%

增持

ECL ECOLAB INC

+$968.8K

32,135 +1%

减持

— INDUSTRIAL SELECT SECTOR SPDR

+$962.6K

83,878 -1%

增持

PGR PROGRESSIVE CORP

+$956.3K

46,615 +0%

增持

BMY BRISTOL MYERS SQUIBB CO

-$926.1K

145,859 +1%

增持

— NEXTERA ENERGY INC

+$866.6K

213,917 +1%

增持

KO COCA COLA CO

+$821.8K

236,567 +1%

增持

— SERVICENOW INC

+$804.9K

5,278 +1%

减持

— EXXON MOBIL CORP

-$779.2K

44,148 -0%

减持

— CONSUMER DISCRETIONARY SELECT

+$696.3K

43,438 -1%

增持

TJX TJX COS INC

+$687.0K

119,411 +1%

增持

IBB ISHARES BIOTECHNOLOGY ETF

+$648.8K

41,559 +2%

减持

ITOT ISHARES CORE S&P TOTAL U.S.

+$636.2K

57,832 -0%

增持

— SPDR PORTFOLIO EMERGING MARKETS ETF

+$619.9K

271,085 +1%

减持

— META PLATFORMS INC CL A

+$594.9K

11,162 -0%

增持

— UNITEDHEALTH GROUP INC

+$576.6K

18,797 +2%

增持

PEP PEPSICO INC

+$522.3K

89,708 +3%

增持

NSRGY NESTLE SA SPONS ADR

+$514.6K

67,017 +5%

减持

— REAL ESTATE SELECT SECT SPDR

+$429.1K

76,511 -1%

减持

— COMM SERV SELECT SECTOR SPDR

+$412.8K

64,939 -1%

减持

INTC INTEL CORP

+$403.5K

27,572 -0%

增持

PG PROCTER & GAMBLE CO

+$399.2K

119,001 +2%

增持

— APTIV PLC

-$393.4K

45,022 +0%

增持

MCD MCDONALDS CORP

+$378.8K

7,789 +6%

减持

— HEALTH CARE SELECT SECTOR

+$343.0K

55,331 -1%

增持

JNJ JOHNSON & JOHNSON

+$282.1K

113,627 +1%

增持

BDX BECTON DICKINSON

-$281.4K

36,205 +3%

建仓

QCOM QUALCOMM INC

+$243.0K

1,680

建仓

— CHECK POINT SOFTWARE TECH LTD

+$232.2K

1,520

清仓

— PAYPAL HOLDINGS INC

-$230.1K

0 -100%

减持

DSI ISHARES MSCI KLD 400 SOCIAL ETF

+$228.9K

25,177 -1%

建仓

— AMERICAN TOWER CORP REIT

+$228.2K

1,057

增持

ADI ANALOG DEVICES INC

+$220.9K

4,698 +16%

清仓

CVS CVS HEALTH CORP

-$213.7K

0 -100%

减持

— COSTCO WHOLESALE CORP

+$208.8K

2,320 -1%

建仓

GE GENERAL ELECTRIC CO

+$207.4K

1,625

增持

— ACCENTURE PLC CL A

+$187.6K

3,680 +2%

减持

— UTILITIES SELECT SECTOR SPDR

+$163.1K

43,604 -1%

增持

— ALPHABET INC CL C

+$159.1K

14,910 +1%

增持

USB US BANCORP NEW

+$138.9K

12,892 +2%

减持

CVX CHEVRON CORPORATION

-$122.4K

6,265 -0%

增持

— MASTERCARD INC CL A

+$108.7K

2,816 +2%

减持

SBUX STARBUCKS CORP

-$105.0K

3,852 -26%

减持

NKE NIKE INC-CLASS B

+$95.1K

7,770 -1%

减持

DIS DISNEY WALT CO NEW

+$93.9K

10,887 -1%

减持

ADP AUTOMATIC DATA PROCESSING INC

-$93.2K

10,128 -1%

减持

— ABBVIE INC

+$73.5K

14,274 -1%

减持

— MATERIALS SELECT SECTOR SPDR TRUST

+$70.6K

11,547 -1%

增持

PCAR PACCAR INC

+$53.3K

2,875 +7%

减持

— TESLA INC

-$50.1K

13,967 -1%

减持

— JPMORGAN ULTRA-SHORT INCOME ETF

-$49.9K

4,843 -17%

增持

WMT WALMART INC

+$44.7K

77,399 +2%

增持

YUM YUM BRANDS INC

+$37.7K

3,382 +5%

减持

— 3M CO

+$23.0K

2,984 -8%

减持

— CORTEVA INC

-$22.1K

4,983 -2%

减持

BRK/B BERKSHIRE HATHAWAY INC-CL B

+$16.7K

12,376 -1%

增持

EMR EMERSON ELEC CO

+$16.4K

12,098 +1%

减持

— TARGET CORP

+$15.6K

2,572 -19%

减持

— COMCAST CORP CL A

-$12.7K

17,304 -1%

减持

DOW DOW INC

+$9.2K

4,915 -3%

减持

IEF ISHARES 7-10 YEAR TREASURY B

+$8.4K

3,091 -2%

增持

GPC GENUINE PARTS CO

-$5.1K

2,950 +3%

减持

— DUPONT DE NEMOURS INC

+$2.8K

4,991 -2%

增持

— CISCO SYSTEMS INC

+$2.4K

34,998 +7%