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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 33
增持 61
减持 52
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$24.1M
956,260
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$22.7M
1,809,755
-0%
增持
SGOV
ISHARES TR
+$14.0M
669,270
+27%
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
AAPL
APPLE INC
+$12.5M
328,069
+2%
减持
SPYX
SPDR SER TR
+$9.1M
945,364
-2%
减持
MSFT
MICROSOFT CORP
+$6.5M
132,494
-2%
增持
HD
HOME DEPOT INC
+$4.8M
39,832
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$4.6M
71,257
+4%
减持
—
KRONOS BIO INC
-$4.4M
281,794
-28%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$4.1M
1,473,031
-2%
增持
ABT
ABBOTT LABS
+$2.8M
98,364
+5%
减持
PFE
PFIZER INC
+$2.0M
126,066
-1%
增持
AMZN
AMAZON COM INC
+$2.0M
3,596
+18%
增持
GOOGL
ALPHABET INC
+$1.8M
5,020
+5%
减持
PG
PROCTER AND GAMBLE CO
+$1.7M
78,879
-2%
增持
VUG
VANGUARD INDEX FDS
+$1.7M
6,013
+567%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.6M
5,738
+50%
增持
CVS
CVS HEALTH CORP
+$1.5M
26,745
+87%
减持
ABBV
ABBVIE INC
+$1.5M
56,030
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
52,493
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.5M
31,472
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
4,836
+87%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
15,099
+2%
减持
IEF
ISHARES TR
-$1.1M
16,078
-37%
减持
—
INVESCO EXCHANGE TRADED FD T
-$1.1M
7,880
-97%
建仓
AMAT
APPLIED MATLS INC
+$1.0M
6,425
减持
GOOG
ALPHABET INC
+$1.0M
4,427
-0%
增持
CSCO
CISCO SYS INC
+$871.0K
88,439
+2%
增持
QCOM
QUALCOMM INC
+$833.0K
12,564
+11%
增持
UNP
UNION PAC CORP
+$827.0K
14,693
+0%
增持
ULTA
ULTA BEAUTY INC
+$810.0K
2,498
+310%
减持
JPM
JPMORGAN CHASE & CO
-$806.0K
90,443
-2%
增持
PYPL
PAYPAL HLDGS INC
+$744.0K
10,631
+119%
增持
HON
HONEYWELL INTL INC
+$743.0K
8,885
+70%
增持
SPGI
S&P GLOBAL INC
+$724.0K
8,241
+11%
建仓
WSM
WILLIAMS SONOMA INC
+$692.0K
4,090
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$691.0K
51,324
-1%
减持
PEP
PEPSICO INC
+$662.0K
29,235
-0%
减持
LLY
LILLY ELI & CO
+$649.0K
14,779
-1%
减持
—
ACCENTURE PLC IRELAND
+$635.0K
6,957
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$627.0K
27,280
+8%
建仓
SCHW
SCHWAB CHARLES CORP
+$624.0K
7,411
清仓
BYND
BEYOND MEAT INC
-$618.0K
0
-100%
建仓
CRM
SALESFORCE COM INC
+$610.0K
2,399
减持
TJX
TJX COS INC NEW
+$609.0K
61,528
-0%
增持
EFA
ISHARES TR
+$605.0K
21,798
+53%
增持
BX
BLACKSTONE INC
+$599.0K
11,250
+53%
建仓
GE
GENERAL ELECTRIC CO
+$594.0K
6,291
增持
GIS
GENERAL MLS INC
+$593.0K
78,405
+0%
增持
IWB
ISHARES TR
+$581.0K
12,271
+11%
减持
XLI
SELECT SECTOR SPDR TR
+$563.0K
92,423
-2%
减持
AMP
AMERIPRISE FINL INC
+$525.0K
15,609
-1%
建仓
SHW
SHERWIN WILLIAMS CO
+$508.0K
1,440
减持
TSLA
TESLA INC
+$506.0K
2,005
-4%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$502.0K
9,074
+27%
增持
AMT
AMERICAN TOWER CORP NEW
+$492.0K
5,885
+27%
减持
JNJ
JOHNSON & JOHNSON
+$484.0K
76,320
-2%
增持
V
VISA INC
+$481.0K
7,565
+46%
增持
LOW
LOWES COS INC
+$468.0K
8,340
+0%
增持
DHR
DANAHER CORPORATION
+$463.0K
10,122
+7%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$458.0K
703
建仓
FTV
FORTIVE CORP
+$457.0K
5,988
增持
NKE
NIKE INC
+$447.0K
20,577
+0%
增持
KO
COCA COLA CO
+$397.0K
57,134
+0%
减持
MET
METLIFE INC
-$367.0K
4,061
-60%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$366.0K
150
-94%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$365.0K
14,442
-6%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$357.0K
506
建仓
WCN
WASTE CONNECTIONS INC
+$357.0K
2,620
增持
COST
COSTCO WHSL CORP NEW
+$354.0K
2,808
+2%
减持
QQQ
INVESCO QQQ TR
+$353.0K
9,116
-0%
增持
META
META PLATFORMS INC
+$352.0K
5,240
+26%
减持
DXJ
WISDOMTREE TR
-$350.0K
3,532
-61%
减持
AGG
ISHARES TR
-$348.0K
4,107
-42%
增持
SCHO
SCHWAB STRATEGIC TR
+$335.0K
6,617
+26368%
增持
USMV
ISHARES TR
+$334.0K
44,198
+0%
增持
XLY
SELECT SECTOR SPDR TR
+$327.0K
12,283
+1%
增持
NEE
NEXTERA ENERGY INC
+$309.0K
20,461
+0%
减持
XME
SPDR SER TR
-$297.0K
30,394
-23%
增持
IWR
ISHARES TR
+$297.0K
13,948
+27%
减持
MCD
MCDONALDS CORP
+$293.0K
16,047
-3%
建仓
CIEN
CIENA CORP
+$290.0K
3,763
减持
BND
VANGUARD BD INDEX FDS
-$288.0K
15,770
-17%
增持
ITW
ILLINOIS TOOL WKS INC
+$287.0K
6,271
+3%
减持
TGT
TARGET CORP
-$286.0K
13,829
-9%
增持
BKNG
BOOKING HOLDINGS INC
+$285.0K
208
+131%
减持
IVW
ISHARES TR
+$281.0K
33,529
-2%
建仓
CME
CME GROUP INC
+$271.0K
1,186
建仓
EWJ
ISHARES INC
+$268.0K
4,001
增持
IJR
ISHARES TR
+$257.0K
10,140
+23%
增持
—
CHASE CORP
-$255.0K
295,383
+2%
建仓
LDOS
LEIDOS HOLDINGS INC
+$252.0K
2,830
建仓
BBCA
J P MORGAN EXCHANGE-TRADED F
+$244.0K
3,634
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$244.0K
2,882
建仓
MU
MICRON TECHNOLOGY INC
+$240.0K
2,574
增持
GLD
SPDR GOLD TR
+$240.0K
32,562
+0%
增持
VTV
VANGUARD INDEX FDS
+$234.0K
1,900
+459%
建仓
ITGR
INTEGER HLDGS CORP
+$231.0K
2,700
清仓
TWST
TWIST BIOSCIENCE CORP
-$231.0K
0
-100%
建仓
WAB
WABTEC
+$231.0K
2,502
增持
NFLX
NETFLIX INC
+$228.0K
1,518
+35%
增持
ALL
ALLSTATE CORP
-$226.0K
23,692
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$225.0K
23,928
-5%
建仓
ABNB
AIRBNB INC
+$225.0K
1,352
建仓
—
SL GREEN RLTY CORP
+$225.0K
3,130
建仓
—
IHS MARKIT LTD
+$223.0K
1,678
减持
BA
BOEING CO
-$217.0K
5,924
-8%
减持
INTC
INTEL CORP
-$213.0K
92,115
-1%
建仓
BAX
BAXTER INTL INC
+$212.0K
2,466
建仓
MRSH
MARSH & MCLENNAN COS INC
+$211.0K
1,213
建仓
NVS
NOVARTIS AG
+$208.0K
2,382
建仓
CLX
CLOROX CO DEL
+$207.0K
1,190
建仓
BBEU
J P MORGAN EXCHANGE-TRADED F
+$206.0K
3,446
建仓
RPM
RPM INTL INC
+$205.0K
2,025
建仓
GDDY
GODADDY INC
+$202.0K
2,386
减持
AA
ALCOA CORP
+$201.0K
23,494
-4%
减持
BIIB
BIOGEN INC
-$197.0K
1,186
-30%
减持
ACWX
ISHARES TR
-$193.0K
3,000
-54%
增持
ADI
ANALOG DEVICES INC
+$181.0K
15,226
+2%
增持
APD
AIR PRODS & CHEMS INC
+$181.0K
3,328
+2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$177.0K
26,049
-7%
减持
AFL
AFLAC INC
+$171.0K
40,836
-4%
清仓
—
CLOUDERA INC
-$168.0K
0
-100%
增持
INTU
INTUIT
+$162.0K
1,311
+4%
增持
AVGO
BROADCOM INC
+$160.0K
815
+3%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$153.0K
14,953
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$149.0K
4,234
-18%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$144.0K
27,933
+0%
减持
KR
KROGER CO
+$144.0K
32,402
-1%
清仓
GDXJ
VANECK ETF TRUST
-$140.0K
0
-100%
增持
ECL
ECOLAB INC
+$139.0K
4,376
+3%
减持
YUM
YUM BRANDS INC
+$138.0K
8,455
-0%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$138.0K
3,860
+10%
建仓
ITA
ISHARES TR
+$137.0K
1,330
增持
DIS
DISNEY WALT CO
-$134.0K
19,121
+4%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$133.0K
30,314
+6%
增持
IBB
ISHARES TR
+$132.0K
1,821
+102%
建仓
BBAX
J P MORGAN EXCHANGE-TRADED F
+$126.0K
2,327
减持
CVX
CHEVRON CORP NEW
+$123.0K
11,764
-5%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$119.0K
22,703
-0%
减持
VOO
VANGUARD INDEX FDS
+$119.0K
3,173
-1%
增持
AXP
AMERICAN EXPRESS CO
+$119.0K
32,817
+5%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$118.0K
4,196
-6%
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$117.0K
1,921
增持
CMCSA
COMCAST CORP NEW
-$117.0K
28,395
+3%
减持
T
AT&T INC
-$113.0K
26,148
-7%
建仓
IXJ
ISHARES TR
+$113.0K
1,250
减持
—
EXXON MOBIL CORP
+$112.0K
88,040
-2%
减持
OTIS
OTIS WORLDWIDE CORP
-$110.0K
5,496
-23%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$108.0K
7,199
+6%
