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Choate Investment Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Choate Investment Advisors
报告期 2026-03-31 · CIK 0001399794
持仓数
438
前50大市值合计
$4.36B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 7
增持 35
减持 90
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
SGOV
ISHARES TR
+$52.9M
528,852
减持
IVV
ISHARES TR
-$44.5M
1,002,789
-10%
减持
IEF
ISHARES TR
-$32.2M
25,638
-92%
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
VGIT
VANGUARD SCOTTSDALE FDS
-$24.3M
1,510,723
-19%
减持
SPYX
SPDR SER TR
-$12.3M
961,359
-11%
减持
ADI
ANALOG DEVICES INC
-$3.0M
14,898
-54%
减持
AMZN
AMAZON COM INC
-$2.5M
3,053
-16%
减持
—
LIBERTY MEDIA CORP DEL
-$2.4M
102,188
-34%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.1M
1,814,137
-0%
减持
AAPL
APPLE INC
-$1.7M
323,051
-7%
减持
USMV
ISHARES TR
-$1.5M
44,112
-32%
减持
GOOGL
ALPHABET INC
+$1.0M
4,774
-1%
减持
IWM
ISHARES TR
-$738.0K
6,709
-30%
减持
INTC
INTEL CORP
-$726.0K
93,030
-8%
减持
SPY
SPDR S&P 500 ETF TR
-$699.0K
68,237
-3%
清仓
—
GENERAL ELECTRIC CO
-$694.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$690.0K
135,008
-6%
减持
GOOG
ALPHABET INC
+$661.0K
4,429
-0%
减持
AMGN
AMGEN INC
-$658.0K
15,968
-4%
增持
ASPN
ASPEN AEROGELS INC
+$627.0K
20,362
+97%
建仓
DXJ
WISDOMTREE TR
+$571.0K
9,042
增持
VZ
VERIZON COMMUNICATIONS INC
+$565.0K
50,713
+31%
减持
UNP
UNION PAC CORP
-$553.0K
14,670
-6%
减持
—
INVESCO EXCHANGE TRADED FD T
-$551.0K
308,413
-27%
减持
JPM
JPMORGAN CHASE & CO
+$525.0K
92,418
-2%
减持
MMM
3M CO
-$505.0K
20,830
-1%
减持
MRK
MERCK & CO INC
-$468.0K
58,025
-7%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$467.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$465.0K
77,845
-2%
增持
—
EXXON MOBIL CORP
+$464.0K
89,687
+18%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$437.0K
36,727
-6%
减持
PFE
PFIZER INC
+$388.0K
126,976
-2%
减持
LLY
LILLY ELI & CO
-$381.0K
14,859
-11%
清仓
NVS
NOVARTIS AG
-$380.0K
0
-100%
建仓
—
SIGILON THERAPEUTICS INC
+$377.0K
66,666
增持
SPGI
S&P GLOBAL INC
+$354.0K
7,451
+9%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$352.0K
4,265
减持
EQAL
INVESCO EXCH TRADED FD TR II
-$350.0K
197,679
-2%
增持
HD
HOME DEPOT INC
+$339.0K
35,662
+0%
建仓
IAU
ISHARES GOLD TR
+$338.0K
10,106
减持
ILMN
ILLUMINA INC
-$331.0K
2,796
-10%
清仓
—
MAXIM INTEGRATED PRODS INC
-$321.0K
0
-100%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$316.0K
0
-100%
清仓
—
REDFIN CORP
-$308.0K
0
-100%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$304.0K
28,680
+14%
增持
—
KRONOS BIO INC
-$298.0K
393,436
+10%
清仓
—
CRISPR THERAPEUTICS AG
-$276.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$266.0K
5,822
-7%
减持
VFC
V F CORP
-$264.0K
13,839
-5%
增持
INTU
INTUIT
+$263.0K
1,262
+48%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$257.0K
3,819
+0%
增持
XLY
SELECT SECTOR SPDR TR
+$253.0K
12,169
+13%
增持
AMT
AMERICAN TOWER CORP NEW
+$250.0K
4,633
+28%
减持
NKE
NIKE INC
-$247.0K
20,539
-2%
清仓
RUN
SUNRUN INC
-$240.0K
0
-100%
增持
ABBV
ABBVIE INC
-$238.0K
56,209
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$236.0K
25,266
+7%
增持
BYND
BEYOND MEAT INC
-$230.0K
5,875
+9%
清仓
—
IHS MARKIT LTD
-$227.0K
0
-100%
建仓
EFOR
ASGN INC
+$227.0K
2,007
减持
PG
PROCTER AND GAMBLE CO
+$225.0K
80,140
-2%
清仓
NTNX
NUTANIX INC
-$225.0K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$223.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$215.0K
51,950
+0%
建仓
BKNG
BOOKING HOLDINGS INC
+$214.0K
90
清仓
CIEN
CIENA CORP
-$214.0K
0
-100%
清仓
CLX
CLOROX CO DEL
-$214.0K
0
-100%
清仓
VMC
VULCAN MATLS CO
-$212.0K
0
-100%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$207.0K
27,909
-3%
清仓
BHP
BHP GROUP LTD
-$207.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$205.0K
25,291
+6%
增持
TSLA
TESLA INC
+$205.0K
2,081
+0%
减持
TGT
TARGET CORP
-$200.0K
15,243
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$198.0K
28,149
-8%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$192.0K
15,393
-1%
减持
EEM
ISHARES TR
-$191.0K
7,182
-28%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$189.0K
1,239
-40%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$189.0K
52,049
-2%
减持
IJR
ISHARES TR
-$186.0K
8,273
-14%
清仓
NVG
NUVEEN AMT FREE MUN CR INC F
-$179.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$178.0K
18,298
-2%
减持
IVE
ISHARES TR
-$175.0K
3,550
-24%
减持
DHR
DANAHER CORPORATION
+$172.0K
9,416
-6%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$171.0K
32,400
+55%
减持
AMP
AMERIPRISE FINL INC
+$158.0K
15,837
-2%
减持
AFL
AFLAC INC
-$156.0K
42,461
-4%
减持
PYPL
PAYPAL HLDGS INC
-$155.0K
4,846
-0%
增持
BAC
BK OF AMERICA CORP
+$153.0K
48,606
+5%
减持
GLW
CORNING INC
-$153.0K
8,402
-25%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$152.0K
31,320
-3%
清仓
VTRS
VIATRIS INC
-$146.0K
0
-100%
减持
TJX
TJX COS INC NEW
-$145.0K
61,566
-1%
减持
STZ
CONSTELLATION BRANDS INC
-$142.0K
4,734
-3%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$142.0K
2,475
-26%
减持
ABT
ABBOTT LABS
+$140.0K
93,810
-1%
减持
CVX
CHEVRON CORP NEW
-$139.0K
12,400
-7%
减持
DVY
ISHARES TR
-$138.0K
7,185
-13%
减持
NSC
NORFOLK SOUTHN CORP
-$125.0K
3,024
-5%
减持
COST
COSTCO WHSL CORP NEW
+$125.0K
2,759
-2%
增持
NEE
NEXTERA ENERGY INC
+$124.0K
20,403
+1%
减持
XME
SPDR SER TR
-$124.0K
39,730
-4%
减持
—
CDK GLOBAL INC
-$121.0K
5,798
-22%
增持
ALB
ALBEMARLE CORP
+$117.0K
2,127
+3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$112.0K
2,973
-5%
减持
ITW
ILLINOIS TOOL WKS INC
-$108.0K
6,105
-0%
增持
BA
BOEING CO
-$105.0K
6,412
+1%
减持
AA
ALCOA CORP
-$103.0K
24,495
-31%
减持
CL
COLGATE PALMOLIVE CO
-$101.0K
8,540
-7%
减持
—
ACCENTURE PLC IRELAND
+$97.0K
7,031
-4%
增持
XLI
SELECT SECTOR SPDR TR
+$89.0K
94,192
+6%
增持
KO
COCA COLA CO
-$89.0K
56,904
+0%
减持
ALL
ALLSTATE CORP
-$84.0K
23,666
-0%
减持
WMT
WALMART INC
-$84.0K
14,510
-3%
减持
IWB
ISHARES TR
-$84.0K
11,021
-3%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$84.0K
4,454
-3%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$83.0K
33,650
-3%
减持
VOO
VANGUARD INDEX FDS
-$82.0K
3,210
-6%
减持
CI
CIGNA CORP NEW
-$74.0K
1,553
-4%
增持
GS
GOLDMAN SACHS GROUP INC
+$73.0K
1,953
+11%
增持
—
LIVENT CORP
+$69.0K
15,496
+4%
减持
LOW
LOWES COS INC
+$68.0K
8,320
-0%
增持
PEP
PEPSICO INC
+$67.0K
29,358
+0%
增持
APD
AIR PRODS & CHEMS INC
-$67.0K
3,249
+4%
增持
QCOM
QUALCOMM INC
-$67.0K
11,346
+6%
增持
—
BLACKROCK INC
+$67.0K
1,300
+11%
清仓
MUB
ISHARES TR
-$67.0K
0
-100%
减持
OTIS
OTIS WORLDWIDE CORP
-$66.0K
7,158
-11%
增持
BIIB
BIOGEN INC
-$64.0K
1,706
+8%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$60.0K
1,515
-5%
减持
EMR
EMERSON ELEC CO
-$60.0K
15,058
-2%
减持
CARR
CARRIER GLOBAL CORPORATION
+$59.0K
20,166
-1%
减持
IEMG
ISHARES INC
-$57.0K
10,725
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$57.0K
6,615
-9%
减持
EBAY
EBAY INC.
-$56.0K
12,915
-5%
增持
IEFA
ISHARES TR
+$53.0K
7,781
+11%
减持
—
AON PLC
+$50.0K
1,471
-5%
增持
FSLR
FIRST SOLAR INC
+$50.0K
3,004
+14%
减持
META
FACEBOOK INC
-$48.0K
4,156
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$47.0K
10,865
-0%
减持
KMB
KIMBERLY-CLARK CORP
-$47.0K
9,693
-3%
增持
GD
GENERAL DYNAMICS CORP
+$45.0K
5,562
+0%
减持
CSX
CSX CORP
-$45.0K
11,736
-5%
减持
MDLZ
MONDELEZ INTL INC
-$45.0K
6,907
-4%
减持
—
WORLD GOLD TR
-$45.0K
75,464
-2%
减持
IJH
ISHARES TR
-$44.0K
2,286
-5%
减持
HON
HONEYWELL INTL INC
-$44.0K
5,226
-1%
增持
EXAS
EXACT SCIENCES CORP
-$44.0K
3,097
+13%
减持
PNC
PNC FINL SVCS GROUP INC
-$44.0K
7,004
-6%
减持
USB
US BANCORP DEL
-$44.0K
8,834
-12%
减持
KR
KROGER CO
+$44.0K
32,707
-2%
