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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 7
增持 55
减持 72
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$261.2M
1,429,885
+68%
减持
IVW
ISHARES TR
-$178.3M
32,651
-99%
增持
SPYX
SPDR SER TR
+$110.8M
3,638,553
+273%
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
IEMG
ISHARES INC
+$104.7M
2,155,502
+21350%
增持
MUB
ISHARES TR
+$96.6M
1,098,124
+433%
增持
IJR
ISHARES TR
+$40.7M
1,387,333
+41%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$35.3M
2,007,743
-13%
减持
BILS
SPDR SER TR
-$27.6M
244,591
-53%
增持
AAPL
APPLE INC
+$12.2M
339,750
+1%
增持
MSFT
MICROSOFT CORP
+$7.5M
150,686
+0%
减持
SGOV
ISHARES TR
-$4.7M
26,912
-63%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
85,041
+453%
增持
AMZN
AMAZON COM INC
+$3.1M
115,030
+10%
减持
XLI
SELECT SECTOR SPDR TR
-$2.9M
37,269
-45%
减持
NVDA
NVIDIA CORPORATION
+$2.6M
19,760
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$2.0M
31,428
-30%
增持
GOOG
ALPHABET INC
+$1.9M
102,430
+4%
减持
GOOGL
ALPHABET INC
+$1.7M
109,302
-0%
减持
JNJ
JOHNSON & JOHNSON
-$1.6M
68,214
-1%
增持
AMAT
APPLIED MATLS INC
+$1.6M
46,204
+10%
增持
PFE
PFIZER INC
-$1.5M
140,234
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$1.4M
77,401
-2%
增持
TXN
TEXAS INSTRS INC
+$1.3M
23,548
+28%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.2M
5,938
+91%
增持
SLB
SCHLUMBERGER LTD
+$1.2M
37,660
+222%
增持
SCHW
SCHWAB CHARLES CORP
+$1.1M
37,641
+265%
减持
MCH
MATTHEWS ASIA FDS
-$1.1M
56,475
-44%
增持
CVX
CHEVRON CORP NEW
+$1.1M
21,904
+56%
清仓
—
LINDE PLC
-$1.1M
0
-100%
清仓
SXI
STANDEX INTL CORP
-$1.0M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.0M
25,085
+42%
减持
IWF
ISHARES TR
+$756.7K
30,452
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$730.6K
8,959
+11%
增持
FISV
FISERV INC
+$686.0K
21,235
+25%
增持
DIS
DISNEY WALT CO
+$651.8K
34,802
+7%
增持
MA
MASTERCARD INCORPORATED
+$633.6K
13,020
+10%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$618.4K
32,951
-1%
减持
INTC
INTEL CORP
+$573.3K
108,893
-4%
增持
WMT
WALMART INC
+$569.5K
30,303
+10%
减持
LLY
LILLY ELI & CO
-$548.0K
16,350
-3%
增持
HD
HOME DEPOT INC
-$529.7K
48,310
+3%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$521.6K
17
-6%
增持
QQQ
INVESCO QQQ TR
+$518.7K
8,698
+2%
增持
—
CANADIAN PAC RY LTD
+$500.9K
25,831
+30%
增持
ABT
ABBOTT LABS
-$442.2K
113,720
+4%
减持
AXP
AMERICAN EXPRESS CO
+$439.4K
32,144
-2%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$411.2K
1,705
-81%
增持
QCOM
QUALCOMM INC
+$405.6K
20,026
+2%
减持
CSCO
CISCO SYS INC
+$354.4K
91,959
-2%
减持
AMGN
AMGEN INC
-$304.0K
14,064
-0%
增持
JPM
JPMORGAN CHASE & CO
+$299.7K
97,522
+5%
增持
CVS
CVS HEALTH CORP
-$298.7K
37,470
+13%
增持
MMM
3M CO
-$288.9K
22,583
+2%
减持
MRK
MERCK & CO INC
-$285.0K
56,669
-0%
增持
EFA
ISHARES TR
+$280.6K
41,564
+1%
减持
—
EXXON MOBIL CORP
-$265.3K
87,017
-2%
增持
BND
VANGUARD BD INDEX FDS
+$262.2K
5,285
+197%
清仓
MTN
VAIL RESORTS INC
-$261.0K
0
-100%
清仓
MET
METLIFE INC
-$258.3K
0
-100%
减持
META
META PLATFORMS INC
+$247.6K
2,779
-2%
减持
MCD
MCDONALDS CORP
+$246.4K
15,518
-0%
减持
PNC
PNC FINL SVCS GROUP INC
-$244.6K
6,852
-3%
减持
KO
COCA COLA CO
-$243.6K
67,669
-3%
增持
DHR
DANAHER CORPORATION
+$243.4K
16,937
+12%
建仓
FSLR
FIRST SOLAR INC
+$241.9K
1,112
建仓
BKNG
BOOKING HOLDINGS INC
+$238.7K
90
清仓
CF
CF INDS HLDGS INC
-$237.3K
0
-100%
清仓
—
BLACKROCK MUN INCOME QUALITY
-$233.8K
0
-100%
建仓
CRM
SALESFORCE INC
+$226.6K
1,134
减持
VTI
VANGUARD INDEX FDS
+$226.2K
21,205
-1%
建仓
NTR
NUTRIEN LTD
+$221.6K
3,000
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$221.5K
34,716
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$217.5K
1,975
-76%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$210.8K
0
-100%
建仓
PAR
PAR TECHNOLOGY CORP
+$210.6K
6,200
减持
TGT
TARGET CORP
+$210.5K
13,679
-1%
减持
BAC
BANK AMERICA CORP
-$208.3K
44,863
-0%
清仓
TSN
TYSON FOODS INC
-$207.7K
0
-100%
清仓
BBCA
J P MORGAN EXCHANGE TRADED F
-$207.2K
0
-100%
清仓
GLW
CORNING INC
-$201.7K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$201.0K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$200.7K
0
-100%
建仓
NUE
NUCOR CORP
+$200.3K
1,297
增持
SOXX
ISHARES TR
+$190.3K
745
+84%
增持
XLY
SELECT SECTOR SPDR TR
+$189.2K
9,158
+0%
增持
TJX
TJX COS INC NEW
+$185.5K
96,931
+4%
增持
INTU
INTUIT
+$178.6K
1,196
+31%
增持
ECL
ECOLAB INC
+$177.9K
5,113
+11%
减持
ORCL
ORACLE CORP
+$175.8K
16,079
-0%
增持
IEFA
ISHARES TR
+$173.9K
9,070
+29%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$160.6K
49,031
-1%
增持
AZTA
AZENTA INC
-$148.3K
15,187
+7%
增持
CRL
CHARLES RIV LABS INTL INC
+$135.7K
7,820
+18%
减持
—
DISCOVER FINL SVCS
-$133.3K
5,518
-20%
增持
WFC
WELLS FARGO CO NEW
-$130.5K
36,197
+1%
减持
NSC
NORFOLK SOUTHN CORP
-$126.0K
2,860
-4%
增持
BXMT
BLACKSTONE MTG TR INC
+$124.1K
20,000
+82%
减持
IWB
ISHARES TR
+$124.0K
11,719
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$122.9K
370
-82%
减持
UNP
UNION PAC CORP
-$114.7K
15,396
-1%
减持
GIS
GENERAL MLS INC
+$113.7K
83,565
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$98.4K
58,169
-1%
增持
GE
GENERAL ELECTRIC CO
+$98.3K
6,873
+3%
减持
—
HOLOGIC INC
+$90.5K
15,519
-0%
减持
PANW
PALO ALTO NETWORKS INC
+$86.1K
1,569
-4%
增持
HON
HONEYWELL INTL INC
+$85.8K
16,686
+15%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$85.7K
332
-4%
减持
AGG
ISHARES TR
-$84.9K
512
-63%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$84.2K
14,213
+0%
减持
AMP
AMERIPRISE FINL INC
-$83.9K
14,348
-0%
建仓
VOT
VANGUARD INDEX FDS
+$80.9K
415
减持
XLK
SELECT SECTOR SPDR TR
+$79.2K
4,831
-8%
减持
CARR
CARRIER GLOBAL CORPORATION
-$71.1K
20,001
-16%
减持
SCHF
SCHWAB STRATEGIC TR
-$69.6K
1,790
-56%
减持
XBI
SPDR SER TR
-$68.2K
9,069
-1%
减持
IWR
ISHARES TR
-$66.3K
11,948
-11%
减持
SPGI
S&P GLOBAL INC
+$64.8K
7,277
-0%
增持
NEE
NEXTERA ENERGY INC
-$62.1K
20,047
+4%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$62.0K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$60.3K
4,949
-2%
增持
MDLZ
MONDELEZ INTL INC
+$59.1K
7,056
+9%
减持
DVY
ISHARES TR
-$55.9K
4,700
-7%
减持
USB
US BANCORP DEL
-$55.7K
7,083
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$55.3K
3,591
-0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$51.2K
6,714
-1%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$49.8K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$48.4K
3,878
+19%
增持
BP
BP PLC
+$47.8K
12,498
+2%
清仓
OEF
ISHARES TR
-$45.9K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$45.2K
32,638
+2%
减持
EW
EDWARDS LIFESCIENCES CORP
+$44.5K
5,812
-1%
减持
MCK
MCKESSON CORP
-$44.2K
1,629
-2%
减持
STZ
CONSTELLATION BRANDS INC
-$40.5K
4,534
-1%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$38.0K
18,366
-14%
清仓
EFAV
ISHARES TR
-$37.1K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$35.8K
8,534
-2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$35.0K
2,470
-24%
减持
MCO
MOODYS CORP
+$34.9K
1,628
-2%
减持
USMV
ISHARES TR
-$33.4K
3,955
-11%
减持
VOO
VANGUARD INDEX FDS
+$32.8K
4,850
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$30.3K
4,801
+3%
增持
MO
ALTRIA GROUP INC
+$29.6K
7,273
+13%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$29.2K
3,684
-10%
减持
CL
COLGATE PALMOLIVE CO
-$28.4K
7,152
-0%
减持
VNQ
VANGUARD INDEX FDS
-$28.3K
1,050
-25%
减持
STT
STATE STR CORP
-$27.3K
5,923
-3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$26.2K
1,978
-6%
减持
IWO
ISHARES TR
-$25.1K
55
-69%
减持
PEP
PEPSICO INC
+$24.6K
34,361
-1%
减持
CMCSA
COMCAST CORP NEW
+$22.8K
22,823
-5%
