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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 97 项建仓 5增持 61减持 28清仓 3

方向

标的

Δ市值

现股数(环比)

增持

— NVIDIA CORP

+$16.7M

488,065 +911%

增持

AAPL APPLE INC

+$10.2M

244,597 +2%

增持

— ALPHABET INC CL A

+$7.4M

222,166 +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。

减持

BMY BRISTOL MYERS SQUIBB CO

-$7.2M

9,255 -93%

建仓

— ARISTA NETWORKS INC

+$5.9M

16,949

增持

MSFT MICROSOFT CORP

+$5.0M

155,955 +1%

建仓

— O'REILLY AUTOMOTIVE INC

+$4.8M

4,579

增持

IAU ISHARES GOLD TRUST

+$3.8M

1,389,998 +2%

清仓

— APTIV PLC

-$3.5M

0 -100%

增持

— BROADCOM INC

+$3.4M

11,475 +1%

增持

AMZN AMAZON.COM INC

+$2.8M

180,346 +2%

增持

WMT WALMART INC

+$2.1M

232,942 +2%

增持

— NEXTERA ENERGY INC

+$1.7M

213,844 +1%

增持

— ADOBE INC

+$1.6M

29,713 +1%

增持

— SALESFORCE INC

-$1.5M

36,767 +1%

减持

— TECHNOLOGY SELECT SECT SPDR

+$1.5M

88,753 -1%

增持

TJX TJX COS INC

+$1.2M

120,607 +1%

增持

JNJ JOHNSON & JOHNSON

-$1.1M

113,657 +1%

增持

ABT ABBOTT LABS

-$1.1M

135,922 +1%

增持

BAC BANK OF AMERICA CORP

+$1.1M

438,412 +2%

增持

IBM INTL. BUSINESS MACHINES CORP

-$1.0M

67,176 +1%

增持

PANW PALO ALTO NETWORKS INC

+$989.9K

17,638 +0%

减持

HD HOME DEPOT INC

-$959.7K

24,257 -0%

增持

— MERCK & CO INC

-$934.2K

165,006 +2%

增持

— PROLOGIS INC REIT

-$926.2K

58,634 +2%

增持

— ENERGY SELECT SECTOR SPDR

-$803.0K

365,105 +1%

增持

— XYLEM INC

+$797.7K

81,982 +3%

增持

— LINDE PLC

-$783.9K

36,843 +1%

增持

UNP UNION PAC CORP

-$775.9K

54,926 +2%

增持

KO COCA COLA CO

+$743.0K

237,636 +1%

增持

— VISA INC CL A

-$669.0K

65,113 +2%

增持

PG PROCTER & GAMBLE CO

+$657.0K

119,236 +2%

增持

HON HONEYWELL INTERNATIONAL INC

+$620.6K

55,866 +1%

增持

— JP MORGAN CHASE & CO

+$611.2K

114,503 +2%

增持

— SPDR PORTFOLIO EMERGING MARKETS ETF

+$564.9K

266,686 +2%

增持

— ZOETIS INC

+$546.5K

56,164 +3%

增持

— ALPHABET INC CL C

+$516.1K

15,191 +2%

增持

— UNITEDHEALTH GROUP INC

+$505.9K

18,910 +3%

增持

PEP PEPSICO INC

-$496.7K

90,342 +3%

建仓

— SPDR S&P 500 ETF TRUST

+$458.2K

842

减持

— INDUSTRIAL SELECT SECTOR SPDR

-$399.4K

83,416 -1%

减持

INTC INTEL CORP

-$381.8K

26,997 -2%

减持

— FINANCIAL SELECT SECTOR SPDR

-$345.3K

272,965 -1%

增持

ECL ECOLAB INC

+$327.1K

32,116 +1%

增持

IJH ISHARES CORE S&P MID-CAP ETF

-$314.2K

199,765 +1%

减持

— TESLA INC

+$288.4K

13,692 -1%

增持

ADI ANALOG DEVICES INC

+$268.2K

4,698 +16%

减持

— COSTCO WHOLESALE CORP

+$262.9K

2,309 -0%

减持

DIS DISNEY WALT CO NEW

-$257.5K

10,823 -1%

增持

RIO RIO TINTO PLC SPONS ADR

+$249.4K

89,978 +1%

增持

BDX BECTON DICKINSON

-$232.3K

35,904 +3%

减持

— COMM SERV SELECT SECTOR SPDR

+$226.3K

64,548 -1%

减持

MCD MCDONALDS CORP

-$216.0K

7,770 -0%

建仓

— REGENERON PHARMACEUTICALS INC

+$209.2K

199

清仓

URI UNITED RENTALS INC

-$209.1K

0 -100%

建仓

— WASTE MANAGEMENT INC

+$204.6K

959

减持

ITOT ISHARES CORE S&P TOTAL U.S.

+$197.3K

58,133 -0%

减持

BRK/B BERKSHIRE HATHAWAY INC-CL B

-$191.6K

12,374 -0%

减持

LLY LILLY ELI & CO

+$187.1K

1,554 -1%

增持

— SERVICENOW INC

+$177.2K

5,355 +1%

减持

— META PLATFORMS INC CL A

+$173.8K

11,094 -1%

减持

— HEALTH CARE SELECT SECTOR

-$158.1K

54,998 -1%

增持

NKE NIKE INC-CLASS B

-$139.9K

7,833 +1%

增持

— ABBVIE INC

-$138.8K

14,345 +0%

减持

— CONSUMER DISCRETIONARY SELECT

-$112.3K

43,177 -1%

增持

IBB ISHARES BIOTECHNOLOGY ETF

+$109.2K

41,387 +2%

增持

— INTERCONTINENTAL EXCHANGE INC

+$108.7K

76,291 +1%

减持

— REAL ESTATE SELECT SECT SPDR

-$103.4K

76,050 -1%

增持

PGR PROGRESSIVE CORP

+$92.8K

46,925 +1%

减持

— UTILITIES SELECT SECTOR SPDR

+$90.7K

43,342 -1%

增持

— ACCENTURE PLC CL A

-$87.8K

3,789 +6%

增持

ADP AUTOMATIC DATA PROCESSING INC

-$87.2K

10,125 +1%

增持

— MASTERCARD INC CL A

-$85.6K

2,880 +2%

减持

— COMCAST CORP CL A

-$78.2K

17,063 -1%

增持

DSI ISHARES MSCI KLD 400 SOCIAL ETF

+$77.0K

23,248 +0%

增持

— EATON CORP PLC

+$67.6K

38,218 +0%

减持

INTU INTUIT INC

-$67.5K

1,819 -6%

减持

PCAR PACCAR INC

-$65.8K

2,821 -2%

减持

PFE PFIZER INC

-$64.2K

22,333 -10%

增持

— VERIZON COMMUNICATIONS

+$63.9K

196,789 +3%

增持

VIG VANGUARD DIVIDEND APPREC ETF

+$60.0K

82,672 +0%

减持

SBUX STARBUCKS CORP

-$59.9K

3,752 -3%

减持

— MATERIALS SELECT SECTOR SPDR TRUST

-$59.0K

11,478 -1%

增持

— CISCO SYSTEMS INC

-$57.4K

34,973 +2%

增持

USB US BANCORP NEW

-$54.9K

12,892 +2%

清仓

LOW LOWES COS INC

-$50.9K

0 -100%

增持

GPC GENUINE PARTS CO

-$35.8K

2,950 +3%

增持

EMR EMERSON ELEC CO

-$30.9K

12,098 +1%

减持

BA BOEING CO

-$26.9K

2,436 -0%

增持

— NUVECTIS PHARMA INC

+$21.4K

47,419 +39%

减持

— CHECK POINT SOFTWARE TECH LTD

-$15.0K

1,420 -7%

增持

— EXXON MOBIL CORP

+$14.6K

44,317 +1%

增持

PAYX PAYCHEX INC

+$7.2K

2,884 +6%

增持

CVX CHEVRON CORPORATION

+$6.9K

6,156 +2%

减持

IEF ISHARES 7-10 YEAR TREASURY B

-$4.1K

2,992 -0%

增持

NSRGY NESTLE SA SPONS ADR

-$3.4K

66,637 +4%

增持

YUM YUM BRANDS INC

-$553

3,382 +5%