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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 107 项建仓 4增持 61减持 39清仓 3

方向

标的

Δ市值

现股数(环比)

减持

— ALPHABET INC CL A

+$15.8M

227,545 -0%

增持

EMR EMERSON ELEC CO

+$11.1M

95,811 +692%

减持

HON HONEYWELL INTERNATIONAL INC

-$10.7M

7,804 -87%

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

IAU ISHARES GOLD TRUST

+$10.4M

1,183,161 +0%

减持

— SALESFORCE INC

-$7.5M

5,608 -85%

减持

— GINKGO BIOWORKS HOLDINGS INC CL A

-$6.8M

1,040,441 -2%

增持

MSFT MICROSOFT CORP

-$5.1M

157,727 +0%

减持

AAPL APPLE INC

+$4.2M

246,287 -0%

增持

— MERCK & CO INC

+$3.8M

170,967 +1%

增持

LLY LILLY ELI & CO

+$3.7M

11,747 +0%

增持

JNJ JOHNSON & JOHNSON

+$2.6M

116,707 +1%

增持

AMZN AMAZON.COM INC

+$2.5M

190,229 +1%

增持

— BROADCOM INC

+$2.2M

118,669 +1%

增持

— EATON CORP PLC

-$2.1M

40,143 +1%

增持

BAC BANK OF AMERICA CORP

+$1.9M

464,194 +1%

增持

— LINDE PLC

-$1.8M

38,566 +0%

增持

— SERVICENOW INC

-$1.7M

54,739 +400%

增持

WMT WALMART INC

+$1.6M

185,319 +0%

增持

HD HOME DEPOT INC

-$1.5M

25,228 +1%

增持

RIO RIO TINTO PLC SPONS ADR

+$1.4M

96,978 +1%

建仓

— AKRE FOCUS ETF

+$1.3M

20,212

增持

TJX TJX COS INC

+$1.3M

125,341 +1%

增持

IBM INTL. BUSINESS MACHINES CORP

+$1.2M

71,344 +1%

增持

PG PROCTER & GAMBLE CO

-$1.2M

118,944 +0%

增持

— NEXTERA ENERGY INC

+$1.2M

218,563 +1%

增持

— CISCO SYSTEMS INC

+$1.2M

122,275 +1%

减持

— ZOETIS INC

-$1.1M

55,418 -0%

增持

— O'REILLY AUTOMOTIVE INC

-$1.1M

74,359 +1%

增持

ABT ABBOTT LABS

-$1.1M

139,534 +0%

增持

IBB ISHARES BIOTECHNOLOGY ETF

+$1.1M

43,700 +1%

减持

— ALPHABET INC CL C

+$1.1M

16,009 -0%

增持

KO COCA COLA CO

+$1.0M

248,571 +1%

建仓

— BBH SELECT LARGE CAP ETF

+$956.5K

59,338

增持

— JP MORGAN CHASE & CO

+$940.2K

98,566 +1%

增持

PGR PROGRESSIVE CORP

-$895.5K

49,215 +0%

增持

ANET ARISTA NETWORKS INC

-$895.1K

72,247 +2%

增持

— PROLOGIS INC REIT

+$860.6K

60,676 +1%

减持

— META PLATFORMS INC CL A

-$856.8K

11,197 -0%

增持

— XYLEM INC

-$833.0K

86,616 +1%

增持

— VISA INC CL A

+$780.0K

66,918 +1%

增持

PANW PALO ALTO NETWORKS INC

-$642.6K

38,637 +1%

增持

— VERIZON COMMUNICATIONS

-$633.3K

201,253 +0%

增持

— STE ST TECH SELECT SECTOR SPDR ETF

+$531.4K

174,798 +100%

增持

— NVIDIA CORP

+$529.0K

412,326 +1%

增持

— ISHARES CORE INTL STOCK ETF

+$478.4K

122,947 +2%

增持

— INTERCONTINENTAL EXCHANGE INC

-$460.0K

80,947 +0%

减持

— ORACLE CORPORATION

-$410.4K

2,402 -23%

增持

VIG VANGUARD DIVIDEND APPREC ETF

+$375.2K

87,865 +0%

增持

— SS ENERGY SELECT SECTOR

+$368.4K

766,392 +102%

增持

PEP PEPSICO INC

+$361.4K

91,651 +1%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$349.0K

216,846 +1%

增持

— EXXON MOBIL CORP

+$348.7K

44,922 +0%

增持

— JPMORGAN ULTRA-SHORT INCOME ETF

+$312.1K

15,987 +63%

增持

ADP AUTOMATIC DATA PROCESSING INC

-$307.7K

9,447 +1%

增持

— SPDR GOLD MINISHARES TRUST ETF

+$298.8K

29,211 +2%

增持

ECL ECOLAB INC

-$290.4K

34,036 +1%

减持

FISV FISERV INC

-$286.3K

4,343 -3%

增持

BDX BECTON DICKINSON

+$264.8K

36,014 +0%

增持

— SPDR PORTFOLIO EMERGING MARKETS ETF

+$232.9K

287,113 +2%

清仓

— AMERICAN TOWER CORP REIT

-$216.9K

0 -100%

清仓

LMT LOCKHEED MARTIN CORP

-$212.2K

0 -100%

建仓

MS MORGAN STANLEY

+$210.6K

1,186

清仓

— CHECK POINT SOFTWARE TECH LTD

-$207.9K

0 -100%

建仓

— QNITY ELECTRONICS INC

+$203.3K

2,490

增持

UNP UNION PAC CORP

-$189.4K

55,903 +1%

减持

— DUPONT DE NEMOURS INC

-$188.3K

4,988 -0%

增持

CAT CATERPILLAR INC

+$187.0K

1,390 +9%

减持

— COSTCO WHOLESALE CORP

-$177.3K

2,407 -1%

减持

— ADOBE INC

-$165.7K

6,724 -6%

减持

SCHW CHARLES SCHWAB CORP

-$129.7K

9,502 -16%

减持

— INTUITIVE SURGICAL INC

+$128.0K

1,112 -1%

减持

— RTX CORPORATION

+$102.1K

7,497 -1%

增持

IVV ISHARES CORE S&P 500 ETF

+$98.2K

3,197 +2%

减持

PAYX PAYCHEX INC

-$97.9K

2,386 -17%

减持

INTC INTEL CORP

+$89.7K

26,921 -0%

减持

— ABBVIE INC

-$88.0K

13,432 -1%

增持

— NETFLIX INC

-$85.7K

3,280 +900%

增持

DSI ISHARES ESG MSCI KLD 400 ETF

+$84.5K

28,142 +0%

减持

BMY BRISTOL MYERS SQUIBB CO

+$82.9K

9,472 -0%

增持

— SS UTILITIES SELECT SECTOR

-$78.1K

85,378 +100%

减持

— BLACKSTONE INC

-$72.5K

4,084 -1%

减持

— ACCENTURE PLC CL A

+$63.9K

3,674 -2%

减持

SYK STRYKER CORPORATION

-$63.7K

2,852 -1%

减持

ITOT ISHARES CORE S&P TOTAL U.S.

+$48.7K

56,115 -1%

减持

DHR DANAHER CORP

+$45.3K

1,750 -2%

增持

— INVESCO QQQ TRUST SERIES 1

+$45.1K

439 +17%

减持

ITW ILLINOIS TOOL WKS INC

-$35.2K

2,399 -0%

增持

— STST CNSMRDSCRTNRY SLCTSCTR SPDR ETF

-$34.9K

85,054 +100%

减持

— TESLA INC

+$33.3K

13,340 -1%

减持

CVX CHEVRON CORPORATION

-$26.9K

6,637 -1%

减持

— COMCAST CORP CL A

-$26.6K

16,504 -0%

增持

— 3M CO

+$25.2K

3,104 +2%

增持

— SPDR S&P 500 ETF TRUST

+$25.1K

834 +2%

减持

WY WEYERHAEUSER CO REIT

-$17.2K

15,442 -0%

减持

PFE PFIZER INC

-$16.0K

17,686 -1%

增持

MCD MCDONALDS CORP

+$15.2K

7,313 +0%

增持

— SPDR S&P MIDCAP 400 ETF TRUST

+$14.5K

358 +6%

减持

CNI CANADIAN NATIONAL RAILWAY CO

+$13.5K

3,090 -0%

减持

DIS DISNEY WALT CO NEW

-$13.4K

10,144 -1%

增持

— ST STRT MATRIALS SLCT SCTR SPDR ETF

+$12.2K

22,610 +100%

减持

— OTIS WORLDWIDE CORP

-$11.8K

2,806 -0%

减持

QCOM QUALCOMM INC

+$6.2K

1,680 -1%

减持

— MASTERCARD INC CL A

+$4.8K

3,671 -0%

减持

NSRGY NESTLE SA SPONS ADR

+$4.7K

6,219 -6%

增持

YUM YUM BRANDS INC

+$4.1K

3,328 +1%

减持

— CORTEVA INC

-$3.3K

5,107 -0%

减持

SBUX STARBUCKS CORP

-$2.2K

3,881 -0%