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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 47
增持 90
减持 12
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
BIL
SPDR SER TR
+$70.5M
767,271
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$18.5M
1,993,956
-1%
减持
SPYX
SPDR SER TR
-$17.0M
2,768,114
-12%
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
MUB
ISHARES TR
-$12.7M
1,188,651
-6%
增持
AMZN
AMAZON COM INC
+$7.5M
191,745
+48%
增持
MSFT
MICROSOFT CORP
+$7.5M
198,949
+22%
增持
GOOG
ALPHABET INC
+$5.9M
143,102
+33%
增持
GOOGL
ALPHABET INC
+$5.4M
150,821
+26%
增持
NVDA
NVIDIA CORPORATION
+$4.1M
29,797
+43%
增持
QQQ
INVESCO QQQ TR
+$3.9M
19,749
+127%
增持
IEMG
ISHARES INC
-$3.8M
2,386,970
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.7M
20,487
+50%
增持
META
META PLATFORMS INC
+$3.2M
15,615
+208%
增持
VOO
VANGUARD INDEX FDS
+$2.9M
12,362
+152%
增持
IVV
ISHARES TR
-$2.7M
2,000,745
+3%
增持
TSLA
TESLA INC
+$2.5M
22,401
+88%
增持
VTI
VANGUARD INDEX FDS
+$2.4M
33,426
+58%
增持
VUG
VANGUARD INDEX FDS
+$2.4M
13,856
+187%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$2.2M
29,044
增持
AXP
AMERICAN EXPRESS CO
+$2.1M
60,781
+52%
减持
IJR
ISHARES TR
-$2.1M
95,361
-14%
增持
LLY
ELI LILLY & CO
+$2.0M
18,159
+10%
减持
IWB
ISHARES TR
-$1.9M
4,084
-65%
增持
ADBE
ADOBE INC
+$1.9M
7,012
+100%
建仓
SCHC
SCHWAB STRATEGIC TR
+$1.8M
56,000
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.7M
13,307
+38%
增持
V
VISA INC
+$1.7M
24,303
+49%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.7M
36,912
+13%
增持
BILS
SPDR SER TR
+$1.7M
98,479
+21%
增持
JPM
JPMORGAN CHASE & CO
+$1.7M
118,644
+11%
增持
BX
BLACKSTONE INC
+$1.7M
24,043
+142%
增持
CRM
SALESFORCE INC
+$1.6M
10,613
+340%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
62,510
+5%
增持
IEFA
ISHARES TR
+$1.6M
37,290
+199%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.6M
2,475
+239%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$1.5M
14,127
建仓
SPYG
SPDR SER TR
+$1.5M
25,442
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
6,958
+53%
减持
TGT
TARGET CORP
-$1.5M
3,642
-74%
增持
IWF
ISHARES TR
+$1.5M
37,051
+21%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.4M
37,230
+14500%
增持
EOG
EOG RES INC
+$1.4M
26,940
+51%
增持
MA
MASTERCARD INCORPORATED
+$1.3M
16,619
+24%
建仓
CHTR
CHARTER COMMUNICATIONS INC N
+$1.3M
2,926
增持
SCHW
SCHWAB CHARLES CORP
+$1.2M
63,731
+59%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
13,202
+44%
增持
ABBV
ABBVIE INC
+$1.2M
73,514
+2%
建仓
FTV
FORTIVE CORP
+$1.2M
15,977
建仓
WAB
WABTEC
+$1.1M
10,317
减持
KMB
KIMBERLY-CLARK CORP
-$1.1M
1,828
-80%
增持
ABT
ABBOTT LABS
-$1.0M
125,965
+4%
增持
GLD
SPDR GOLD TR
+$1.0M
39,483
+23%
增持
DHR
DANAHER CORPORATION
+$1.0M
22,056
+19%
增持
HD
HOME DEPOT INC
+$1.0M
63,097
+8%
增持
GIS
GENERAL MLS INC
-$992.4K
89,646
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$978.0K
24,016
+85%
增持
CSCO
CISCO SYS INC
+$977.5K
115,144
+14%
建仓
WCN
WASTE CONNECTIONS INC
+$938.1K
6,985
增持
AMGN
AMGEN INC
+$931.0K
18,004
+2%
建仓
SHW
SHERWIN WILLIAMS CO
+$921.2K
3,612
清仓
—
LIBERTY MEDIA CORP DEL
-$917.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$908.4K
90,366
+14%
建仓
VB
VANGUARD INDEX FDS
+$898.1K
4,750
增持
—
LINDE PLC
+$881.9K
7,980
+46%
建仓
IDXX
IDEXX LABS INC
+$874.1K
1,999
增持
SBUX
STARBUCKS CORP
+$866.3K
33,470
+51%
建仓
HQY
HEALTHEQUITY INC
+$859.3K
11,763
建仓
ADSK
AUTODESK INC
+$856.0K
4,137
建仓
KKR
KKR & CO INC
+$845.3K
13,723
建仓
SYY
SYSCO CORP
+$841.5K
12,741
建仓
OGIG
ALPS ETF TR
+$803.6K
26,000
增持
SCHD
SCHWAB STRATEGIC TR
+$754.5K
39,418
+41%
增持
MCD
MCDONALDS CORP
-$737.3K
22,781
+1%
减持
SYK
STRYKER CORPORATION
-$728.0K
11,250
-10%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$724.3K
78,867
+45%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$718.0K
9,629
+104%
增持
AAPL
APPLE INC
-$712.0K
418,117
+12%
增持
USMV
ISHARES TR
+$711.6K
13,893
+251%
增持
NEE
NEXTERA ENERGY INC
+$710.3K
45,188
+78%
增持
SPGI
S&P GLOBAL INC
+$710.1K
9,916
+36%
增持
AMP
AMERIPRISE FINL INC
+$678.2K
17,185
+14%
建仓
CTAS
CINTAS CORP
+$671.0K
1,395
增持
UPS
UNITED PARCEL SERVICE INC
+$667.0K
6,293
+259%
增持
SPY
SPDR S&P 500 ETF TR
+$659.9K
81,429
+6%
建仓
DGS
WISDOMTREE TR
+$652.3K
14,100
建仓
MRNA
MODERNA INC
+$651.0K
6,303
减持
IJH
ISHARES TR
-$643.2K
792
-75%
增持
NFLX
NETFLIX INC
+$637.3K
2,298
+339%
增持
AMT
AMERICAN TOWER CORP NEW
+$635.4K
10,322
+88%
建仓
KMX
CARMAX INC
+$624.0K
8,822
建仓
—
DUPONT DE NEMOURS INC
+$623.3K
8,356
建仓
SHOP
SHOPIFY INC
+$622.9K
11,415
增持
ZTS
ZOETIS INC
+$622.2K
4,979
+251%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$616.4K
2,019
建仓
—
ICON PLC
+$609.5K
2,475
增持
CMCSA
COMCAST CORP NEW
+$604.5K
38,963
+44%
增持
WMT
WALMART INC
+$601.3K
33,303
+11%
减持
KO
COCA COLA CO
-$589.2K
65,115
-7%
增持
CVX
CHEVRON CORP NEW
+$579.2K
25,339
+8%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$570.4K
12,489
+83%
建仓
GPC
GENUINE PARTS CO
+$569.4K
3,944
增持
EFA
ISHARES TR
+$566.2K
52,549
+25%
增持
TJX
TJX COS INC NEW
+$563.2K
100,466
+2%
增持
AVGO
BROADCOM INC
+$544.5K
2,242
+48%
增持
GE
GENERAL ELECTRIC CO
+$538.0K
14,313
+51%
建仓
—
INMODE LTD
+$505.2K
16,585
建仓
JBHT
HUNT J B TRANS SVCS INC
+$499.4K
2,649
减持
—
EXXON MOBIL CORP
+$494.1K
87,734
-4%
建仓
SHEL
SHELL PLC
+$485.6K
7,542
增持
—
LAM RESEARCH CORP
+$484.9K
1,824
+78%
增持
CVS
CVS HEALTH CORP
+$479.3K
37,935
+21%
增持
MPC
MARATHON PETE CORP
+$478.1K
11,847
+5%
增持
VTV
VANGUARD INDEX FDS
+$477.6K
5,416
+186%
增持
AGG
ISHARES TR
-$470.9K
351,386
+3%
增持
—
EATON CORP PLC
+$462.8K
3,526
+145%
增持
INTC
INTEL CORP
+$454.7K
132,916
+4%
增持
PYPL
PAYPAL HLDGS INC
+$433.4K
11,496
+221%
增持
PEP
PEPSICO INC
+$427.3K
47,525
+15%
建仓
MBB
ISHARES TR
+$424.9K
4,785
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$421.9K
5,906
增持
UNP
UNION PAC CORP
+$419.4K
19,471
+12%
增持
INTU
INTUIT
+$418.4K
1,964
+54%
建仓
RJF
RAYMOND JAMES FINL INC
+$417.1K
4,153
建仓
—
ASML HOLDING N V
+$413.2K
702
增持
EEM
ISHARES TR
+$410.7K
18,393
+153%
建仓
DOW
DOW INC
+$405.3K
7,860
增持
PLD
PROLOGIS INC.
+$403.2K
6,194
+160%
增持
CAT
CATERPILLAR INC
+$394.5K
5,755
+20%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$384.0K
3,454
+49%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$375.1K
46,926
+28%
建仓
AIG
AMERICAN INTL GROUP INC
+$373.8K
6,169
建仓
—
NOVOCURE LTD
+$360.2K
22,302
增持
CNI
CANADIAN NATL RY CO
+$358.5K
16,066
+41%
建仓
ENPH
ENPHASE ENERGY INC
+$343.4K
2,858
减持
SLB
SCHLUMBERGER LTD
+$341.3K
39,242
-1%
增持
AFL
AFLAC INC
+$340.5K
39,018
+3%
建仓
WSM
WILLIAMS SONOMA INC
+$339.2K
2,183
建仓
WY
WEYERHAEUSER CO MTN BE
+$338.3K
11,034
增持
—
UNILEVER PLC
+$334.4K
21,467
+54%
增持
PG
PROCTER AND GAMBLE CO
+$317.4K
105,688
+6%
建仓
IRM
IRON MTN INC DEL
+$315.1K
5,301
建仓
OKE
ONEOK INC NEW
+$314.7K
4,961
建仓
ELV
ELEVANCE HEALTH INC
+$305.2K
701
建仓
NOW
SERVICENOW INC
+$302.4K
541
建仓
LNG
CHENIERE ENERGY INC
+$295.4K
1,780
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$292.4K
8,769
建仓
—
APTIV PLC
+$290.8K
2,950
增持
NKE
NIKE INC
-$290.0K
38,002
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$286.8K
26,132
+3%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$282.2K
9,600
