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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 80 项建仓 5增持 11减持 63清仓 1

方向

标的

Δ市值

现股数(环比)

减持

— NVIDIA CORP

+$16.8M

48,278 -11%

减持

MSFT MICROSOFT CORP

+$5.7M

153,768 -2%

减持

AAPL APPLE INC

-$5.5M

240,712 -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。

建仓

PANW PALO ALTO NETWORKS INC

+$5.0M

17,561

减持

AMZN AMAZON.COM INC

+$4.7M

177,515 -1%

减持

— MERCK & CO INC

+$3.5M

161,894 -1%

减持

— ENERGY SELECT SECTOR SPDR

+$3.5M

361,003 -1%

减持

IAU ISHARES GOLD TRUST

+$3.3M

1,363,509 -1%

减持

— JP MORGAN CHASE & CO

+$3.2M

112,572 -1%

减持

VIG VANGUARD DIVIDEND APPREC ETF

-$3.1M

82,316 -23%

增持

— EATON CORP PLC

+$2.8M

38,108 +0%

减持

— ADOBE INC

-$2.7M

29,529 -0%

增持

PGR PROGRESSIVE CORP

+$2.2M

46,678 +0%

减持

— ALPHABET INC CL A

+$2.2M

219,202 -1%

减持

— BROADCOM INC

-$2.2M

11,351 -26%

减持

— LINDE PLC

+$1.9M

36,507 -0%

减持

— ZOETIS INC

-$1.8M

54,312 -3%

减持

IBM INTL. BUSINESS MACHINES CORP

+$1.8M

66,311 -1%

减持

BAC BANK OF AMERICA CORP

+$1.6M

431,621 -1%

减持

PG PROCTER & GAMBLE CO

+$1.6M

117,149 -2%

增持

WMT WALMART INC

+$1.5M

227,912 +194%

减持

— SALESFORCE INC

+$1.4M

36,324 -0%

减持

RIO RIO TINTO PLC SPONS ADR

-$1.2M

89,156 -3%

减持

— TESLA INC

-$1.0M

13,772 -1%

减持

— XYLEM INC

+$981.4K

79,863 -2%

减持

ECL ECOLAB INC

+$942.6K

31,687 -1%

减持

NSRGY NESTLE SA SPONS ADR

-$918.8K

64,316 -4%

减持

— VISA INC CL A

+$909.1K

63,635 -2%

增持

HD HOME DEPOT INC

+$907.2K

24,270 +0%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$898.2K

197,636 +393%

减持

TJX TJX COS INC

+$852.8K

118,860 -0%

增持

BRK/B BERKSHIRE HATHAWAY INC-CL B

+$811.4K

12,426 +0%

减持

— UNITEDHEALTH GROUP INC

-$771.8K

18,444 -2%

减持

— EXXON MOBIL CORP

+$673.2K

43,764 -1%

减持

— VERIZON COMMUNICATIONS

+$629.6K

191,890 -3%

增持

ITOT ISHARES CORE S&P TOTAL U.S.

+$622.0K

58,176 +1%

减持

— INTERCONTINENTAL EXCHANGE INC

+$566.5K

75,200 -1%

减持

— APTIV PLC

-$494.2K

44,509 -1%

减持

— NEXTERA ENERGY INC

+$492.7K

211,016 -1%

减持

KO COCA COLA CO

+$441.7K

235,086 -1%

减持

HON HONEYWELL INTERNATIONAL INC

-$431.8K

55,099 -2%

减持

ABT ABBOTT LABS

+$328.1K

134,181 -1%

增持

IVV ISHARES CORE S&P 500 ETF

+$322.0K

3,020 +14%

增持

— SERVICENOW INC

+$306.5K

5,293 +0%

减持

LLY LILLY ELI & CO

+$291.2K

1,568 -2%

减持

— PROLOGIS INC REIT

-$274.4K

57,682 -1%

减持

UNP UNION PAC CORP

-$265.8K

53,688 -2%

清仓

— ISHARES 0-3 MONTH TREASURY BD ETF

-$227.2K

0 -100%

建仓

— INTUITIVE SURGICAL INC

+$221.5K

555

建仓

URI UNITED RENTALS INC

+$209.1K

290

减持

BDX BECTON DICKINSON

-$204.5K

34,849 -4%

建仓

— ORACLE CORPORATION

+$204.2K

1,626

减持

EMR EMERSON ELEC CO

+$186.2K

12,023 -1%

减持

PEP PEPSICO INC

+$160.8K

87,977 -2%

减持

ADP AUTOMATIC DATA PROCESSING INC

+$144.4K

10,026 -1%

减持

ADI ANALOG DEVICES INC

-$128.6K

4,066 -13%

减持

BMY BRISTOL MYERS SQUIBB CO

+$122.8K

140,269 -4%

减持

— SPDR PORTFOLIO EMERGING MARKETS ETF

-$118.0K

261,983 -3%

减持

— RTX CORPORATION

+$93.3K

7,795 -2%

减持

— BIOGEN INC

-$90.7K

1,869 -2%

减持

IBB ISHARES BIOTECHNOLOGY ETF

-$74.2K

40,603 -2%

减持

— TARGET CORP

+$71.8K

2,472 -4%

减持

JNJ JOHNSON & JOHNSON

-$55.6K

112,234 -1%

减持

— ACCENTURE PLC CL A

-$54.0K

3,570 -3%

建仓

LOW LOWES COS INC

+$50.9K

200

减持

— CISCO SYSTEMS INC

-$49.1K

34,442 -2%

减持

DSI ISHARES MSCI KLD 400 SOCIAL ETF

+$44.9K

23,185 -8%

增持

PNC PNC FINANCIAL SERVICES GROUP

+$40.5K

3,317 +4%

减持

INTU INTUIT INC

+$36.0K

1,943 -1%

减持

GPC GENUINE PARTS CO

+$35.3K

2,865 -3%

减持

PFE PFIZER INC

-$33.0K

24,833 -1%

减持

CVX CHEVRON CORPORATION

+$21.6K

6,061 -3%

减持

— OTIS WORLDWIDE CORP

+$17.1K

2,856 -4%

减持

IEF ISHARES 7-10 YEAR TREASURY B

-$13.7K

3,003 -3%

减持

— COMCAST CORP CL A

-$12.4K

17,218 -0%

减持

USB US BANCORP NEW

+$8.7K

12,677 -2%

减持

— CARRIER GLOBAL CORP

-$7.6K

6,175 -3%

减持

YUM YUM BRANDS INC

+$6.6K

3,235 -4%

增持

— 3M CO

-$4.0K

3,038 +2%

减持

— JPMORGAN ULTRA-SHORT INCOME ETF

+$1.0K

4,842 -0%