小隐寺数据中心

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

数据来源:SEC及其他第三方非公开数据库

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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 98 项建仓 4增持 27减持 65清仓 2

方向

标的

Δ市值

现股数(环比)

减持

MSFT MICROSOFT CORP

+$18.5M

156,353 -1%

减持

— NVIDIA CORP

+$13.8M

405,757 -13%

减持

— BROADCOM INC

+$12.6M

116,630 -0%

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

IAU ISHARES GOLD TRUST

-$12.5M

1,167,641 -19%

清仓

— UNITEDHEALTH GROUP INC

-$10.0M

0 -100%

建仓

— ISHARES CORE INTL STOCK ETF

+$9.2M

118,590

减持

— ADOBE INC

-$9.1M

7,383 -76%

增持

— SERVICENOW INC

+$6.8M

10,922 +96%

减持

— GINKGO BIOWORKS HOLDINGS INC CL A

+$5.9M

1,077,241 -2%

增持

AMZN AMAZON.COM INC

+$5.6M

188,079 +0%

减持

AAPL APPLE INC

-$5.6M

245,286 -3%

减持

— ALPHABET INC CL A

+$4.8M

226,439 -0%

减持

— JP MORGAN CHASE & CO

+$4.3M

96,792 -0%

减持

— EATON CORP PLC

+$3.3M

39,327 -0%

增持

IBM INTL. BUSINESS MACHINES CORP

+$3.2M

69,696 +0%

增持

— ENERGY SELECT SECTOR SPDR

-$3.2M

376,244 +0%

减持

BAC BANK OF AMERICA CORP

+$2.5M

453,261 -0%

增持

BDX BECTON DICKINSON

-$2.0M

35,913 +0%

增持

WMT WALMART INC

+$1.8M

182,657 +0%

减持

— MERCK & CO INC

-$1.8M

167,789 -0%

减持

— META PLATFORMS INC CL A

+$1.8M

11,208 -0%

减持

ANET ARISTA NETWORKS INC

+$1.7M

70,373 -0%

减持

JNJ JOHNSON & JOHNSON

-$1.7M

115,908 -1%

减持

PEP PEPSICO INC

-$1.7M

90,541 -1%

减持

PG PROCTER & GAMBLE CO

-$1.4M

117,974 -0%

增持

PANW PALO ALTO NETWORKS INC

+$1.3M

37,301 +0%

减持

HON HONEYWELL INTERNATIONAL INC

+$1.1M

57,326 -1%

增持

VIG VANGUARD DIVIDEND APPREC ETF

+$1.1M

87,001 +1%

增持

— SPDR PORTFOLIO EMERGING MARKETS ETF

+$949.4K

278,646 +0%

增持

— INTERCONTINENTAL EXCHANGE INC

+$886.7K

79,489 +0%

减持

— XYLEM INC

+$825.0K

84,446 -0%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$794.6K

211,136 +0%

增持

PGR PROGRESSIVE CORP

-$768.7K

48,544 +0%

减持

— ZOETIS INC

-$648.8K

55,254 -2%

减持

ITOT ISHARES CORE S&P TOTAL U.S.

+$607.8K

56,957 -2%

增持

ECL ECOLAB INC

+$539.2K

33,231 +0%

增持

DSI ISHARES ESG MSCI KLD 400 ETF

+$506.9K

26,938 +5%

减持

— EXXON MOBIL CORP

-$502.5K

44,825 -0%

减持

— ABBVIE INC

-$491.5K

13,218 -6%

减持

— NEXTERA ENERGY INC

-$469.6K

216,604 -1%

减持

UNP UNION PAC CORP

-$446.2K

54,942 -1%

增持

— ALPHABET INC CL C

+$444.9K

16,737 +4%

增持

BRK/B BERKSHIRE HATHAWAY INC-CL B

-$415.5K

13,030 +3%

增持

— VERIZON COMMUNICATIONS

-$403.0K

198,828 +0%

减持

— PROLOGIS INC REIT

-$398.0K

59,476 -0%

增持

— JPMORGAN ULTRA-SHORT INCOME ETF

+$363.7K

12,003 +148%

增持

LLY LILLY ELI & CO

-$349.3K

8,528 +1%

减持

FISV FISERV INC

-$345.8K

4,483 -12%

增持

— O'REILLY AUTOMOTIVE INC

-$344.6K

72,630 +1410%

减持

— VISA INC CL A

+$268.1K

65,739 -0%

减持

ABT ABBOTT LABS

+$224.1K

138,076 -1%

减持

DIS DISNEY WALT CO NEW

+$220.1K

10,174 -4%

建仓

URI UNITED RENTALS INC

+$218.5K

290

减持

INTU INTUIT INC

+$217.5K

1,882 -9%

减持

MCD MCDONALDS CORP

-$213.7K

7,642 -2%

建仓

— INVESCO QQQ TRUST SERIES 1

+$206.3K

374

建仓

GLW CORNING INC

+$203.4K

3,867

减持

CVX CHEVRON CORPORATION

-$197.4K

6,919 -3%

增持

KO COCA COLA CO

-$195.2K

244,149 +0%

减持

CHD CHURCH & DWIGHT INC

-$183.5K

7,850 -8%

减持

RIO RIO TINTO PLC SPONS ADR

-$170.6K

94,520 -0%

增持

— LINDE PLC

+$164.7K

37,970 +0%

减持

TJX TJX COS INC

+$151.0K

123,793 -0%

减持

— NETFLIX INC

+$123.0K

314 -2%

增持

— COSTCO WHOLESALE CORP

+$115.8K

2,407 +0%

减持

— UTILITIES SELECT SECTOR SPDR

+$113.3K

42,689 -0%

减持

— RTX CORPORATION

+$103.6K

7,990 -0%

减持

— CHECK POINT SOFTWARE TECH LTD

-$101.3K

1,005 -29%

减持

IBB ISHARES BIOTECHNOLOGY ETF

-$92.1K

42,731 -1%

减持

PFE PFIZER INC

-$75.6K

17,843 -11%

减持

ADP AUTOMATIC DATA PROCESSING INC

-$70.6K

9,773 -3%

减持

NSRGY NESTLE SA SPONS ADR

-$66.2K

6,621 -7%

减持

— AXSOME THERAPEUTICS INC

-$61.2K

3,704 -4%

减持

— ACCENTURE PLC CL A

-$59.1K

3,738 -1%

减持

— CARRIER GLOBAL CORP

+$57.4K

6,053 -0%

减持

ROP ROPER TECHNOLOGIES INC

-$56.5K

542 -12%

减持

NKE NIKE INC-CLASS B

+$55.5K

7,755 -1%

减持

DHR DANAHER CORP

-$51.0K

2,222 -7%

清仓

LOW LOWES COS INC

-$46.6K

0 -100%

减持

PNC PNC FINANCIAL SERVICES GROUP

-$45.5K

2,907 -13%

减持

ITW ILLINOIS TOOL WKS INC

-$45.3K

2,223 -7%

增持

— BLACKSTONE INC

+$43.8K

4,108 +1%

减持

— EDWARDS LIFESCIENCES CORP

-$33.5K

4,469 -15%

减持

SBUX STARBUCKS CORP

-$33.4K

3,886 -2%

增持

— S&P GLOBAL INC

+$30.4K

606 +7%

减持

CAT CATERPILLAR INC

-$29.0K

1,277 -20%

减持

— MASTERCARD INC CL A

-$26.5K

2,762 -4%

减持

USB US BANCORP NEW

-$22.5K

11,330 -11%

减持

CINF CINCINNATI FINANCIAL CORP

-$21.2K

1,996 -7%

减持

SYK STRYKER CORPORATION

-$19.8K

3,340 -7%

增持

— AMERICAN TOWER CORP REIT

+$19.7K

1,128 +7%

减持

— OTIS WORLDWIDE CORP

-$14.0K

2,781 -1%

减持

CNI CANADIAN NATIONAL RAILWAY CO

-$13.9K

3,810 -10%

减持

PCAR PACCAR INC

-$12.5K

2,553 -3%

减持

IEF ISHARES 7-10 YEAR TREASURY B

-$11.3K

2,732 -5%

减持

INTC INTEL CORP

-$9.4K

26,936 -0%

减持

— SALESFORCE INC

-$6.4K

37,315 -2%

增持

HD HOME DEPOT INC

+$6.0K

25,089 +0%