小隐寺数据中心
概览
新闻
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
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 109 项
建仓 5
增持 57
减持 40
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IAU
ISHARES GOLD TRUST
+$16.2M
1,447,400
+4%
增持
—
NVIDIA CORP
-$10.7M
463,750
+2%
增持
—
ALPHABET INC CL A
-$7.0M
227,188
+2%
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
—
BROADCOM INC
-$6.8M
116,758
+3%
增持
AAPL
APPLE INC
-$6.5M
251,774
+1%
增持
MSFT
MICROSOFT CORP
-$6.0M
157,939
+2%
增持
LLY
LILLY ELI & CO
+$5.5M
8,472
+326%
减持
NSRGY
NESTLE SA SPONS ADR
-$4.6M
7,154
-89%
增持
AMZN
AMAZON.COM INC
-$4.5M
187,255
+2%
增持
—
ENERGY SELECT SECTOR SPDR
+$4.0M
375,606
+3%
增持
ABT
ABBOTT LABS
+$3.2M
139,884
+3%
增持
JNJ
JOHNSON & JOHNSON
+$3.1M
117,068
+4%
增持
KO
COCA COLA CO
+$2.7M
243,909
+3%
减持
—
TECHNOLOGY SELECT SECT SPDR
-$2.6M
87,399
-2%
增持
IBM
INTL. BUSINESS MACHINES CORP
+$2.6M
69,610
+4%
增持
—
VISA INC CL A
+$2.5M
65,835
+1%
增持
PGR
PROGRESSIVE CORP
+$2.4M
48,490
+3%
增持
—
INTERCONTINENTAL EXCHANGE INC
+$2.3M
79,404
+4%
增持
—
LINDE PLC
+$2.3M
37,905
+3%
增持
—
SALESFORCE INC
-$2.1M
37,941
+3%
增持
ANET
ARISTA NETWORKS INC
-$2.1M
70,444
+3%
减持
—
TESLA INC
-$2.0M
13,486
-1%
增持
—
EATON CORP PLC
-$2.0M
39,513
+3%
增持
—
ADOBE INC
-$1.6M
31,055
+2%
增持
—
MERCK & CO INC
-$1.4M
167,924
+2%
增持
—
O'REILLY AUTOMOTIVE INC
+$1.4M
4,810
+3%
增持
—
SERVICENOW INC
-$1.3M
5,569
+3%
减持
—
CONSUMER DISCRETIONARY SELECT
-$1.3M
42,527
-2%
增持
—
VERIZON COMMUNICATIONS
+$1.3M
198,551
+3%
增持
—
JP MORGAN CHASE & CO
+$1.1M
96,994
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$978.5K
12,665
-0%
增持
ECL
ECOLAB INC
+$877.4K
33,191
+3%
增持
—
SPDR PORTFOLIO EMERGING MARKETS ETF
+$786.0K
278,382
+5%
增持
UNP
UNION PAC CORP
+$744.1K
55,398
+2%
减持
—
SPDR S&P 500 ETF TRUST
-$668.2K
816
-57%
增持
—
XYLEM INC
+$665.7K
84,538
+4%
减持
—
ALPHABET INC CL C
-$661.8K
16,156
-3%
增持
—
GINKGO BIOWORKS HOLDINGS INC CL A
-$652.0K
1,094,564
+56%
增持
—
EXXON MOBIL CORP
+$602.7K
44,855
+2%
增持
—
UNITEDHEALTH GROUP INC
+$595.6K
19,097
+3%
增持
SCHW
CHARLES SCHWAB CORP
+$573.7K
11,300
+169%
增持
TJX
TJX COS INC
+$571.8K
124,271
+3%
建仓
—
BLACKSTONE INC
+$570.7K
4,083
清仓
—
INVESCO S&P SMALLCAP 600 REVENUE ETF
-$521.2K
0
-100%
增持
—
PROLOGIS INC REIT
+$511.1K
59,488
+2%
增持
PG
PROCTER & GAMBLE CO
+$494.8K
118,231
+1%
减持
—
INTUITIVE SURGICAL INC
-$464.2K
1,121
-43%
增持
VIG
VANGUARD DIVIDEND APPREC ETF
+$454.0K
86,153
+4%
清仓
LMT
LOCKHEED MARTIN CORP
-$442.2K
0
-100%
减持
—
ABBVIE INC
+$416.5K
14,056
-1%
增持
RIO
RIO TINTO PLC SPONS ADR
+$397.9K
94,606
+5%
清仓
—
UNUM GROUP
-$388.5K
0
-100%
清仓
—
REGENERON PHARMACEUTICALS INC
-$369.7K
0
-100%
增持
—
ZOETIS INC
+$351.8K
56,275
+3%
减持
—
HEALTH CARE SELECT SECTOR
+$343.1K
54,169
-2%
增持
HON
HONEYWELL INTERNATIONAL INC
-$341.4K
57,722
+4%
增持
ITOT
ISHARES CORE S&P TOTAL U.S.
-$335.8K
58,058
+1%
增持
BAC
BANK OF AMERICA CORP
-$322.0K
453,488
+4%
增持
CVX
CHEVRON CORPORATION
+$297.0K
7,102
+15%
增持
BDX
BECTON DICKINSON
+$296.0K
35,834
+3%
建仓
EPD
ENTERPRISE PRODS PARTNERS LP
+$290.2K
8,500
增持
HD
HOME DEPOT INC
-$272.6K
25,083
+3%
增持
—
NEXTERA ENERGY INC
+$257.8K
218,737
+3%
增持
—
SPDR GOLD TRUST
+$255.2K
5,393
+1%
清仓
TSCO
TRACTOR SUPPLY CO
-$238.8K
0
-100%
建仓
—
AMERICAN TOWER CORP REIT
+$229.6K
1,055
减持
INTU
INTUIT INC
-$227.2K
2,060
-13%
建仓
PWCDF
POWER CORP OF CANADA
+$227.1K
6,400
减持
—
META PLATFORMS INC CL A
-$225.3K
11,254
-2%
减持
—
INDUSTRIAL SELECT SECTOR SPDR
-$222.2K
82,117
-2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$207.2K
210,797
+5%
清仓
URI
UNITED RENTALS INC
-$204.3K
0
-100%
减持
—
FINANCIAL SELECT SECTOR SPDR
+$199.2K
268,854
-2%
增持
DSI
ISHARES ESG MSCI KLD 400 ETF
-$192.7K
25,605
+0%
减持
MCD
MCDONALDS CORP
+$162.4K
7,832
-1%
减持
DIS
DISNEY WALT CO NEW
-$157.1K
10,553
-2%
增持
PEP
PEPSICO INC
+$144.4K
91,069
+2%
增持
PANW
PALO ALTO NETWORKS INC
-$133.1K
37,203
+4%
减持
—
RTX CORPORATION
+$128.6K
8,026
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$121.3K
10,096
-0%
减持
—
COMM SERV SELECT SECTOR SPDR
-$117.0K
63,576
-2%
减持
NKE
NIKE INC-CLASS B
-$101.0K
7,805
-1%
减持
CAT
CATERPILLAR INC
-$92.3K
1,591
-6%
减持
—
UTILITIES SELECT SECTOR SPDR
+$92.1K
42,773
-1%
减持
DHR
DANAHER CORP
-$87.8K
2,390
-5%
减持
—
NETFLIX INC
-$70.6K
319
-23%
增持
IVV
ISHARES CORE S&P 500 ETF
-$69.0K
3,125
+1%
增持
WMT
WALMART INC
-$61.7K
182,630
+3%
减持
—
CISCO SYSTEMS INC
+$59.5K
33,660
-1%
清仓
—
MEDICAL PROPERTIES TRUST INC REIT
-$57.1K
0
-100%
增持
PNC
PNC FINANCIAL SERVICES GROUP
-$52.3K
3,342
+1%
减持
—
3M CO
+$50.2K
3,038
-1%
减持
GE
GE AEROSPACE
+$47.2K
1,595
-2%
建仓
LOW
LOWES COS INC
+$46.6K
200
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$42.8K
42,987
+4%
减持
—
REAL ESTATE SELECT SECT SPDR
+$41.8K
74,904
-2%
减持
PCAR
PACCAR INC
-$38.2K
2,621
-7%
减持
PFE
PFIZER INC
-$35.2K
20,052
-2%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$33.0K
9,484
-12%
减持
—
EDWARDS LIFESCIENCES CORP
-$32.3K
5,285
-6%
减持
SYK
STRYKER CORPORATION
+$27.8K
3,603
-1%
减持
FISV
FISERV INC
+$25.7K
5,066
-5%
减持
—
COMCAST CORP CL A
-$19.7K
16,721
-1%
减持
SBUX
STARBUCKS CORP
+$19.2K
3,971
-2%
增持
IEF
ISHARES 7-10 YEAR TREASURY B
+$14.8K
2,862
+3%
减持
—
COSTCO WHOLESALE CORP
+$12.1K
2,397
-3%
减持
—
MATERIALS SELECT SECTOR SPDR TRUST
+$6.2K
11,305
-2%
减持
—
JPMORGAN ULTRA-SHORT INCOME ETF
+$702
4,831
-0%
减持
—
JPM ULTRA-SHORT MUNI INCOME
-$91
4,786
-0%
