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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 105 项
建仓 12
增持 61
减持 29
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$18.1M
157,067
-0%
减持
IAU
ISHARES GOLD TRUST
-$15.0M
918,801
-22%
增持
—
SS ENERGY SELECT SECTOR
+$12.9M
769,522
+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
IBM
INTL. BUSINESS MACHINES CORP
-$11.5M
39,603
-44%
清仓
—
SERVICENOW INC
-$8.4M
0
-100%
建仓
APH
AMPHENOL CORP CL A
+$7.9M
62,778
增持
—
ALPHABET INC CL A
-$5.4M
228,733
+1%
增持
JNJ
JOHNSON & JOHNSON
+$4.6M
117,624
+1%
增持
—
NVIDIA CORP
-$4.5M
414,919
+1%
增持
—
BROADCOM INC
-$4.3M
118,803
+0%
增持
AMZN
AMAZON.COM INC
-$4.1M
191,131
+0%
增持
AAPL
APPLE INC
-$3.9M
248,512
+1%
增持
—
VISA INC CL A
-$3.2M
67,169
+0%
增持
ABT
ABBOTT LABS
-$3.0M
141,209
+1%
增持
—
LINDE PLC
+$2.9M
39,025
+1%
增持
—
NEXTERA ENERGY INC
+$2.8M
219,492
+0%
增持
BAC
BANK OF AMERICA CORP
-$2.8M
466,961
+1%
增持
—
MERCK & CO INC
+$2.7M
171,751
+0%
增持
WMT
WALMART INC
+$2.5M
186,185
+0%
增持
—
JP MORGAN CHASE & CO
-$2.5M
99,612
+1%
减持
—
GINKGO BIOWORKS HOLDINGS INC CL A
-$2.3M
1,028,391
-1%
减持
—
EXXON MOBIL CORP
+$2.2M
44,789
-0%
增持
—
VERIZON COMMUNICATIONS
+$2.0M
203,801
+1%
增持
—
STE ST TECH SELECT SECTOR SPDR ETF
-$1.9M
174,978
+0%
增持
LLY
LILLY ELI & CO
-$1.8M
11,812
+1%
增持
—
EATON CORP PLC
+$1.7M
40,570
+1%
增持
KO
COCA COLA CO
+$1.7M
250,717
+1%
增持
RIO
RIO TINTO PLC SPONS ADR
+$1.4M
98,121
+1%
增持
—
XYLEM INC
-$1.4M
87,217
+1%
增持
PGR
PROGRESSIVE CORP
-$1.4M
49,720
+1%
增持
BDX
BECTON DICKINSON
-$1.3M
36,418
+1%
增持
PEP
PEPSICO INC
+$1.1M
91,913
+0%
增持
—
TESLA INC
-$1.0M
13,365
+0%
减持
—
ADOBE INC
-$1.0M
5,449
-19%
增持
—
META PLATFORMS INC CL A
-$973.4K
11,217
+0%
增持
PANW
PALO ALTO NETWORKS INC
-$858.2K
39,039
+1%
增持
TJX
TJX COS INC
+$805.2K
125,603
+0%
增持
UNP
UNION PAC CORP
+$681.9K
56,110
+0%
增持
ANET
ARISTA NETWORKS INC
-$529.5K
72,789
+1%
减持
—
SALESFORCE INC
-$526.1K
5,140
-8%
建仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$495.9K
1,163
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$486.9K
219,143
+1%
增持
ADP
AUTOMATIC DATA PROCESSING INC
-$470.2K
9,646
+2%
增持
—
ISHARES CORE INTL STOCK ETF
+$464.8K
125,474
+2%
减持
—
AKRE FOCUS ETF
-$449.0K
16,558
-18%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$388.3K
6,060
增持
CVX
CHEVRON CORPORATION
+$387.9K
6,764
+2%
增持
—
ZOETIS INC
-$366.1K
55,889
+1%
建仓
VO
VANGUARD MID-CAP ETF
+$362.7K
1,263
减持
DIS
DISNEY WALT CO NEW
-$351.2K
8,330
-18%
增持
PG
PROCTER & GAMBLE CO
+$350.5K
120,440
+1%
增持
—
PROLOGIS INC REIT
+$331.5K
61,109
+1%
清仓
PRGS
PROGRESS SOFTWARE CORP
-$305.9K
0
-100%
建仓
GLW
CORNING INC
+$303.6K
2,233
增持
CINF
CINCINNATI FINANCIAL CORP
+$300.7K
3,983
+100%
减持
—
BBH SELECT LARGE CAP ETF
-$297.7K
43,862
-26%
增持
ITOT
ISHARES CORE S&P TOTAL U.S.
-$295.0K
56,510
+1%
建仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$285.1K
5,274
增持
HD
HOME DEPOT INC
-$272.2K
25,567
+1%
减持
—
ACCENTURE PLC CL A
-$263.4K
3,643
-1%
增持
—
STATE STREET SPDR PORTFOLIO
+$252.0K
291,873
+2%
建仓
LMT
LOCKHEED MARTIN CORP
+$249.6K
413
建仓
—
GE VERNOVA LLC
+$235.7K
270
增持
—
ALPHABET INC CL C
-$234.8K
16,694
+4%
建仓
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$227.2K
3,025
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$224.4K
1,050
建仓
—
BWX TECHNOLOGIES INC
+$216.8K
1,060
增持
—
INTERCONTINENTAL EXCHANGE INC
-$211.0K
82,014
+1%
清仓
MS
MORGAN STANLEY
-$210.6K
0
-100%
增持
—
MASTERCARD INC CL A
-$205.5K
3,783
+3%
建仓
VB
VANGUARD SMALL-CAP ETF
+$200.4K
765
增持
—
CISCO SYSTEMS INC
+$190.0K
123,841
+1%
减持
INTC
INTEL CORP
+$189.1K
26,796
-0%
减持
HON
HONEYWELL INTERNATIONAL INC
+$185.4K
7,556
-3%
增持
—
STATE STREET SPDR S&P 500 ETF TRUST
+$171.4K
1,138
+36%
增持
ECL
ECOLAB INC
+$165.9K
34,212
+1%
增持
VIG
VANGUARD DIVIDEND APPREC ETF
+$135.6K
90,424
+3%
增持
—
O'REILLY AUTOMOTIVE INC
+$130.6K
74,888
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS LP
+$124.8K
10,500
+24%
减持
APD
AIR PRODUCTS & CHEMICALS INC
+$121.1K
3,070
-2%
增持
MCD
MCDONALDS CORP
+$99.9K
7,513
+3%
增持
IVV
ISHARES CORE S&P 500 ETF
-$92.9K
3,210
+0%
增持
CHD
CHURCH & DWIGHT INC
+$89.7K
7,188
+4%
减持
—
CORTEVA INC
+$83.1K
5,082
-0%
减持
—
QNITY ELECTRONICS INC
+$82.6K
2,478
-0%
减持
SYK
STRYKER CORPORATION
-$80.7K
2,805
-2%
减持
—
S&P GLOBAL INC
-$76.7K
590
-6%
增持
DSI
ISHARES ESG MSCI KLD 400 ETF
-$74.8K
29,299
+4%
增持
—
ABBVIE INC
+$72.3K
14,444
+8%
增持
DHR
DANAHER CORP
-$65.0K
1,770
+1%
增持
EMR
EMERSON ELEC CO
+$54.5K
97,470
+2%
减持
FISV
FISERV INC
-$54.1K
4,258
-2%
增持
SCHW
CHARLES SCHWAB CORP
-$50.6K
9,563
+1%
减持
NSRGY
NESTLE SA SPONS ADR
-$48.8K
5,706
-8%
减持
—
RTX CORPORATION
+$46.3K
7,368
-2%
减持
PFE
PFIZER INC
+$45.7K
17,312
-2%
增持
—
BLACKSTONE INC
-$44.9K
5,084
+24%
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
-$41.0K
12,893
+4%
减持
—
DUPONT DE NEMOURS INC
+$26.8K
4,963
-1%
减持
—
COMCAST CORP CL A
-$23.1K
16,379
-1%
减持
WY
WEYERHAEUSER CO REIT
-$11.7K
14,496
-6%
减持
SBUX
STARBUCKS CORP
+$10.0K
3,760
-3%
减持
—
CARRIER GLOBAL CORP
-$7.2K
5,553
-8%
减持
IEF
ISHARES 7-10 YEAR TREASURY B
-$4.6K
2,704
-1%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
+$1.3K
43,687
-0%