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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 6
增持 46
减持 78
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$119.8M
2,350,829
-25%
增持
SGOV
ISHARES TR
+$49.0M
1,859,120
+35%
减持
IVV
ISHARES TR
-$37.1M
836,904
-6%
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
IJR
ISHARES TR
+$17.3M
655,773
+52%
减持
EQAL
INVESCO EXCH TRADED FD TR II
-$9.3M
10,385
-96%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$9.0M
157,769
+7345%
减持
SPYX
SPDR SER TR
-$5.2M
941,857
-0%
增持
IWF
ISHARES TR
+$4.0M
29,797
+184%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.3M
347,254
-10%
清仓
USMV
ISHARES TR
-$3.0M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$2.9M
69,001
-14%
减持
—
LIBERTY MEDIA CORP DEL
-$2.6M
28,047
-73%
增持
MSFT
MICROSOFT CORP
-$2.4M
149,866
+3%
减持
PG
PROCTER AND GAMBLE CO
-$1.6M
85,414
-1%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$1.5M
265
-99%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
67,840
-0%
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.4M
20,990
减持
INTC
INTEL CORP
-$1.3M
102,052
-2%
清仓
—
GSK PLC
-$1.1M
0
-100%
增持
GOOG
ALPHABET INC
-$1.1M
95,405
+1938%
增持
GOOGL
ALPHABET INC
-$1.0M
109,320
+1971%
增持
PFE
PFIZER INC
-$997.0K
130,454
+2%
增持
ABBV
ABBVIE INC
-$990.0K
54,862
+1%
增持
TJX
TJX COS INC NEW
+$957.0K
88,856
+9%
增持
ABT
ABBOTT LABS
-$947.0K
107,567
+3%
增持
AAPL
APPLE INC
+$922.0K
335,877
+1%
增持
AMZN
AMAZON COM INC
+$921.0K
98,460
+2%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$874.0K
13,465
-41%
增持
IVW
ISHARES TR
+$853.0K
49,378
+49%
减持
NKE
NIKE INC
-$817.0K
37,138
-3%
减持
JPM
JPMORGAN CHASE & CO
-$810.0K
86,895
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$781.0K
47,700
+22%
增持
MUB
ISHARES TR
-$752.0K
236,739
+1%
减持
GLD
SPDR GOLD TR
-$750.0K
32,153
-5%
减持
NVDA
NVIDIA CORPORATION
-$675.0K
19,893
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$664.0K
30,513
+3%
增持
EFA
ISHARES TR
+$583.0K
40,821
+50%
减持
XLI
SELECT SECTOR SPDR TR
-$545.0K
76,297
-3%
清仓
BOND
PIMCO ETF TR
-$538.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$531.0K
28,807
+23%
增持
WMT
WALMART INC
+$519.0K
26,475
+10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$465.0K
24,970
-10%
增持
CVS
CVS HEALTH CORP
+$448.0K
37,233
+11%
增持
TSLA
TESLA INC
+$417.0K
10,026
+201%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$415.0K
56,332
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$410.0K
4,994
-56%
增持
DIS
DISNEY WALT CO
+$397.0K
31,276
+16%
减持
MMM
3M CO
-$396.0K
20,174
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$392.0K
17,980
-10%
减持
CSCO
CISCO SYS INC
-$372.0K
86,583
-4%
清仓
—
LIVENT CORP
-$356.0K
0
-100%
减持
MRK
MERCK & CO INC
-$351.0K
56,292
-1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$349.0K
26,165
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$342.0K
6,118
-6%
增持
FDX
FEDEX CORP
-$333.0K
7,962
+19%
增持
DHR
DANAHER CORPORATION
+$310.0K
14,959
+7%
增持
KO
COCA COLA CO
-$309.0K
56,566
+2%
减持
META
META PLATFORMS INC
-$308.0K
3,233
-30%
减持
UNP
UNION PAC CORP
-$307.0K
15,258
-1%
建仓
HSY
HERSHEY CO
+$300.0K
1,361
清仓
BFS
SAUL CTRS INC
-$294.0K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$287.0K
3,689
-49%
减持
AMGN
AMGEN INC
-$287.0K
14,015
-1%
减持
LQD
ISHARES TR
-$273.0K
500
-83%
建仓
SCHW
SCHWAB CHARLES CORP
+$256.0K
3,565
减持
XLK
SELECT SECTOR SPDR TR
-$255.0K
5,726
-22%
清仓
NEM
NEWMONT CORP
-$255.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$251.0K
23,927
-1%
减持
V
VISA INC
-$247.0K
8,733
-4%
减持
SPGI
S&P GLOBAL INC
-$243.0K
7,029
-1%
清仓
LNG
CHENIERE ENERGY INC
-$242.0K
0
-100%
减持
ORCL
ORACLE CORP
-$240.0K
16,127
-8%
减持
DE
DEERE & CO
+$238.0K
8,194
-2%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$234.0K
0
-100%
增持
HD
HOME DEPOT INC
+$233.0K
45,562
+1%
清仓
PAR
PAR TECHNOLOGY CORP
-$232.0K
0
-100%
建仓
CF
CF INDS HLDGS INC
+$224.0K
2,325
减持
AMAT
APPLIED MATLS INC
-$216.0K
17,008
-4%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$216.0K
0
-100%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$213.0K
1,770
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$212.0K
5,605
-23%
清仓
BBCA
J P MORGAN EXCHANGE TRADED F
-$212.0K
0
-100%
减持
SHY
ISHARES TR
-$210.0K
1,572
-61%
清仓
GLW
CORNING INC
-$210.0K
0
-100%
清仓
—
CDK GLOBAL INC
-$209.0K
0
-100%
增持
MCD
MCDONALDS CORP
-$208.0K
15,455
+1%
减持
AMP
AMERIPRISE FINL INC
+$205.0K
14,677
-0%
清仓
MET
METLIFE INC
-$204.0K
0
-100%
减持
IWM
ISHARES TR
-$204.0K
8,250
-11%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$203.0K
0
-100%
减持
VFC
V F CORP
-$203.0K
13,032
-3%
清仓
CNC
CENTENE CORP DEL
-$202.0K
0
-100%
增持
HON
HONEYWELL INTL INC
+$202.0K
14,161
+14%
减持
PEP
PEPSICO INC
-$197.0K
34,100
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$183.0K
7,179
+7%
增持
—
LINDE PLC
+$179.0K
2,923
+38%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$178.0K
6,359
-6%
减持
VTI
VANGUARD INDEX FDS
-$174.0K
18,520
-0%
增持
TXN
TEXAS INSTRS INC
+$154.0K
17,668
+5%
增持
BDX
BECTON DICKINSON & CO
+$153.0K
3,470
+38%
减持
VUG
VANGUARD INDEX FDS
-$151.0K
5,143
-8%
清仓
SCHO
SCHWAB STRATEGIC TR
-$147.0K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$139.0K
7,529
+3%
减持
VOO
VANGUARD INDEX FDS
-$139.0K
5,357
-2%
增持
LOW
LOWES COS INC
+$136.0K
8,350
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$134.0K
13,661
-22%
减持
QQQ
INVESCO QQQ TR
-$133.0K
8,572
-1%
减持
IWB
ISHARES TR
-$129.0K
11,899
-0%
建仓
SOXX
ISHARES TR
+$129.0K
405
减持
ECL
ECOLAB INC
-$127.0K
4,991
-10%
减持
T
AT&T INC
-$127.0K
22,514
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$124.0K
4,282
-4%
减持
LLY
LILLY ELI & CO
-$124.0K
14,939
-2%
减持
POOL
POOL CORP
-$123.0K
935
-22%
清仓
XLE
SELECT SECTOR SPDR TR
-$121.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$112.0K
33,312
+3%
减持
KR
KROGER CO
-$112.0K
29,504
-0%
减持
GLDM
WORLD GOLD TR
-$110.0K
37,716
-0%
减持
ASPN
ASPEN AEROGELS INC
-$109.0K
10,000
-51%
减持
FSLR
FIRST SOLAR INC
+$109.0K
2,734
-26%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$108.0K
22,460
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$108.0K
14,195
-7%
减持
BSV
VANGUARD BD INDEX FDS
-$107.0K
4,174
-24%
减持
IYW
ISHARES TR
-$103.0K
8,475
-6%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$103.0K
2,456
+15%
增持
ITW
ILLINOIS TOOL WKS INC
+$100.0K
6,901
+10%
增持
CRL
CHARLES RIV LABS INTL INC
+$98.0K
2,162
+42%
减持
EFG
ISHARES TR
-$96.0K
8,916
-3%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$96.0K
0
-100%
减持
BA
BOEING CO
-$93.0K
5,516
-1%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$92.0K
12,762
+0%
增持
EMR
EMERSON ELEC CO
-$86.0K
22,598
+3%
清仓
PICK
ISHARES INC
-$85.0K
0
-100%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$83.0K
4,135
-3%
减持
AVGO
BROADCOM INC
-$80.0K
537
-18%
减持
MDLZ
MONDELEZ INTL INC
-$72.0K
6,494
-6%
减持
GIS
GENERAL MLS INC
+$71.0K
78,498
-0%
增持
NEE
NEXTERA ENERGY INC
+$69.0K
19,258
+3%
减持
—
BLACKROCK INC
-$69.0K
1,021
-1%
增持
AFL
AFLAC INC
+$68.0K
38,746
+2%
减持
—
EXXON MOBIL CORP
+$68.0K
84,500
-1%
减持
—
UNILEVER PLC
-$64.0K
13,439
-6%
减持
IEFA
ISHARES TR
-$64.0K
7,015
-5%
增持
XLY
SELECT SECTOR SPDR TR
+$63.0K
12,033
+0%
减持
DVY
ISHARES TR
-$62.0K
5,225
-1%
减持
PM
PHILIP MORRIS INTL INC
-$62.0K
3,248
-4%
减持
ROP
ROPER TECHNOLOGIES INC
-$55.0K
1,510
-0%
减持
IXJ
ISHARES TR
-$54.0K
625
-50%
减持
NSC
NORFOLK SOUTHN CORP
-$53.0K
2,972
-0%
减持
COST
COSTCO WHSL CORP NEW
-$49.0K
3,743
-1%
