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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 31
增持 97
减持 17
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$274.1M
1,933,795
+35%
减持
IJR
ISHARES TR
-$123.1M
111,387
-92%
增持
AGG
ISHARES TR
+$33.5M
342,167
+66729%
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
+$16.3M
372,727
+10%
减持
BILS
SPDR SER TR
-$16.3M
81,442
-67%
增持
MUB
ISHARES TR
+$16.3M
1,260,857
+15%
增持
IEMG
ISHARES INC
+$12.2M
2,381,037
+10%
增持
MSFT
MICROSOFT CORP
+$11.9M
162,515
+8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$10.6M
2,011,440
+0%
减持
SPYX
SPDR SER TR
-$7.8M
3,128,007
-14%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$6.1M
27
+59%
增持
AMZN
AMAZON COM INC
+$5.0M
129,580
+13%
增持
HD
HOME DEPOT INC
+$3.8M
58,154
+20%
增持
NVDA
NVIDIA CORPORATION
+$3.4M
20,895
+6%
增持
GOOGL
ALPHABET INC
+$3.0M
120,129
+10%
增持
JPM
JPMORGAN CHASE & CO
+$2.8M
106,890
+10%
增持
JNJ
JOHNSON & JOHNSON
+$2.6M
79,544
+17%
清仓
IBTM
ISHARES TR
-$2.5M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$2.5M
77,038
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.4M
13,691
+55%
增持
MCD
MCDONALDS CORP
+$2.4M
22,582
+46%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
59,496
+2%
增持
GOOG
ALPHABET INC
+$2.3M
107,198
+5%
增持
LLY
LILLY ELI & CO
+$2.1M
16,552
+1%
建仓
—
LINDE PLC
+$2.1M
5,483
建仓
EOG
EOG RES INC
+$2.0M
17,848
建仓
GUNR
FLEXSHARES TR
+$2.0M
50,696
清仓
—
CANADIAN PAC RY LTD
-$2.0M
0
-100%
增持
SBUX
STARBUCKS CORP
+$1.8M
22,093
+562%
增持
MRK
MERCK & CO INC
+$1.8M
67,883
+20%
增持
ABT
ABBOTT LABS
+$1.7M
121,521
+7%
增持
AXP
AMERICAN EXPRESS CO
+$1.7M
39,914
+24%
增持
ORCL
ORACLE CORP
+$1.5M
24,885
+55%
增持
PG
PROCTER AND GAMBLE CO
+$1.4M
99,501
+8%
增持
PEP
PEPSICO INC
+$1.4M
41,169
+20%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$1.2M
9,640
+445%
增持
AMAT
APPLIED MATLS INC
+$1.1M
46,900
+2%
增持
TSLA
TESLA INC
+$1.1M
11,918
+21%
增持
V
VISA INC
+$1.0M
16,342
+30%
增持
AVGO
BROADCOM INC
+$993.0K
1,519
+200%
增持
IWF
ISHARES TR
+$960.1K
30,527
+0%
增持
—
ACCENTURE PLC IRELAND
+$880.2K
9,173
+34%
增持
META
META PLATFORMS INC
+$864.3K
5,064
+82%
增持
HON
HONEYWELL INTL INC
+$861.0K
19,518
+17%
增持
TRV
TRAVELERS COMPANIES INC
+$806.7K
7,349
+168%
增持
NUE
NUCOR CORP
+$793.2K
6,059
+367%
增持
TJX
TJX COS INC NEW
+$770.7K
98,670
+2%
增持
INTC
INTEL CORP
+$713.0K
127,706
+17%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$697.4K
730
增持
LOW
LOWES COS INC
+$694.6K
10,327
+26%
建仓
—
LAM RESEARCH CORP
+$658.3K
1,024
减持
SGOV
ISHARES TR
-$645.9K
20,480
-24%
清仓
MCHI
ISHARES TR
-$625.0K
0
-100%
减持
CVS
CVS HEALTH CORP
-$615.0K
31,381
-16%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$606.6K
36,651
+6%
增持
AMP
AMERIPRISE FINL INC
+$589.7K
15,015
+5%
减持
TLT
ISHARES TR
-$576.8K
44
-99%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$571.5K
3,511
-41%
增持
—
BLACKROCK INC
+$566.9K
1,801
+78%
减持
XLI
SELECT SECTOR SPDR TR
-$562.7K
29,894
-20%
增持
PFE
PFIZER INC
-$553.2K
140,905
+0%
增持
COST
COSTCO WHSL CORP NEW
+$550.8K
4,543
+19%
增持
BA
BOEING CO
+$530.9K
8,536
+43%
增持
MA
MASTERCARD INCORPORATED
+$520.1K
13,353
+3%
增持
AMGN
AMGEN INC
+$507.8K
17,601
+25%
减持
CRL
CHARLES RIV LABS INTL INC
-$504.1K
5,109
-35%
增持
UNP
UNION PAC CORP
+$446.9K
17,327
+13%
增持
APD
AIR PRODS & CHEMS INC
+$445.6K
3,440
+69%
增持
IJH
ISHARES TR
+$419.9K
3,215
+91%
增持
GIS
GENERAL MLS INC
-$412.7K
87,729
+5%
增持
CSCO
CISCO SYS INC
+$405.5K
100,747
+10%
减持
SPGI
S&P GLOBAL INC
+$404.4K
7,267
-0%
增持
MS
MORGAN STANLEY
+$401.0K
7,745
+161%
减持
—
BARNES GROUP INC
+$390.8K
254,807
-1%
增持
TGT
TARGET CORP
-$388.7K
14,230
+4%
增持
GE
GENERAL ELECTRIC CO
+$387.3K
9,507
+38%
建仓
—
CHUBB LIMITED
+$371.3K
1,928
增持
PANW
PALO ALTO NETWORKS INC
+$370.4K
2,676
+71%
建仓
FCX
FREEPORT-MCMORAN INC
+$358.6K
8,965
减持
IWM
ISHARES TR
-$354.7K
5,965
-28%
增持
PH
PARKER-HANNIFIN CORP
+$350.4K
2,104
+50%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$337.0K
1,792
增持
NEE
NEXTERA ENERGY INC
+$333.3K
25,317
+26%
减持
VTI
VANGUARD INDEX FDS
+$329.9K
21,145
-0%
增持
SYK
STRYKER CORPORATION
+$329.6K
12,463
+2%
建仓
UPS
UNITED PARCEL SERVICE INC
+$313.9K
1,751
增持
NKE
NIKE INC
-$313.7K
35,551
+3%
增持
SCHW
SCHWAB CHARLES CORP
+$295.7K
40,002
+6%
建仓
PLD
PROLOGIS INC.
+$291.9K
2,380
建仓
—
EATON CORP PLC
+$289.2K
1,438
增持
CRM
SALESFORCE INC
+$283.4K
2,414
+113%
增持
WFC
WELLS FARGO CO NEW
+$281.6K
38,300
+6%
增持
WDS
WOODSIDE ENERGY GROUP LTD
+$279.5K
26,686
+76%
增持
—
EXXON MOBIL CORP
+$279.3K
91,577
+5%
建仓
EIX
EDISON INTL
+$275.9K
3,973
增持
BX
BLACKSTONE INC
+$275.2K
9,952
+34%
建仓
TDG
TRANSDIGM GROUP INC
+$269.1K
301
增持
ALL
ALLSTATE CORP
+$268.0K
23,899
+13%
减持
FISV
FISERV INC
+$266.6K
21,140
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$263.0K
9,003
+31%
建仓
—
MEDTRONIC PLC
+$260.5K
2,957
增持
CMCSA
COMCAST CORP NEW
+$257.9K
27,031
+18%
减持
WMT
WALMART INC
+$256.7K
30,060
-1%
增持
ROK
ROCKWELL AUTOMATION INC
+$253.1K
2,360
+32%
增持
ABBV
ABBVIE INC
-$252.4K
72,375
+15%
增持
ECL
ECOLAB INC
+$251.8K
5,882
+15%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$251.4K
3,095
增持
NVO
NOVO-NORDISK A S
+$245.8K
3,897
+61%
建仓
EFAX
SPDR INDEX SHS FDS
+$245.3K
6,514
建仓
ZTS
ZOETIS INC
+$244.0K
1,417
建仓
—
PIONEER NAT RES CO
+$243.6K
1,176
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$242.8K
28,561
+9%
清仓
VO
VANGUARD INDEX FDS
-$242.6K
0
-100%
建仓
VRSK
VERISK ANALYTICS INC
+$241.2K
1,067
建仓
PYPL
PAYPAL HLDGS INC
+$238.6K
3,576
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$237.1K
2,646
增持
IEFA
ISHARES TR
+$235.4K
12,470
+37%
建仓
NFLX
NETFLIX INC
+$230.4K
523
增持
ITW
ILLINOIS TOOL WKS INC
+$224.4K
8,450
+9%
增持
DIS
DISNEY WALT CO
+$224.4K
41,545
+19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$224.3K
25,344
+1%
建仓
OXY
OCCIDENTAL PETE CORP
+$224.0K
3,809
建仓
SNY
SANOFI
+$220.8K
4,096
建仓
SNA
SNAP ON INC
+$218.4K
758
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$217.9K
367
+11%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$215.5K
49,065
+0%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$213.8K
463
增持
XBI
SPDR SER TR
+$212.8K
10,865
+20%
建仓
CLX
CLOROX CO DEL
+$212.8K
1,338
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$212.4K
1,133
+2%
增持
AFL
AFLAC INC
+$205.7K
38,025
+0%
增持
MCK
MCKESSON CORP
+$203.7K
1,834
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$203.6K
87,589
+3%
建仓
—
ASTRAZENECA PLC
+$202.3K
2,827
增持
COP
CONOCOPHILLIPS
+$200.8K
6,139
+40%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$200.7K
1,762
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$197.8K
3,575
增持
COF
CAPITAL ONE FINL CORP
+$197.7K
10,743
+6%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$195.5K
4,138
+58%
增持
DHR
DANAHER CORPORATION
+$195.2K
18,600
+10%
增持
XLY
SELECT SECTOR SPDR TR
+$190.7K
9,188
+0%
减持
VTV
VANGUARD INDEX FDS
-$184.4K
1,896
-42%
增持
CSX
CSX CORP
+$175.3K
14,513
+36%
增持
VOO
VANGUARD INDEX FDS
+$173.4K
4,904
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$166.5K
2,322
+12%
清仓
MHD
BLACKROCK MUNIHOLDINGS FD IN
-$165.4K
0
-100%
增持
CAT
CATERPILLAR INC
+$164.7K
4,782
+8%
增持
STZ
CONSTELLATION BRANDS INC
+$163.4K
4,825
+6%
建仓
VTRS
VIATRIS INC
+$159.2K
15,950
增持
NVS
NOVARTIS AG
+$156.6K
12,377
+4%
