小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 16
增持 100
减持 17
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$299.0M
2,424,932
+21%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$94.8M
1,189,900
-40%
减持
BIL
SPDR SER TR
-$68.8M
17,681
-98%
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
MSFT
MICROSOFT CORP
+$51.5M
304,055
+53%
增持
AAPL
APPLE INC
+$43.5M
597,769
+43%
清仓
—
CHASE CORP
-$39.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$35.7M
98,198
+230%
增持
AMZN
AMAZON COM INC
+$33.0M
377,915
+97%
增持
GOOGL
ALPHABET INC
+$25.7M
325,365
+116%
增持
V
VISA INC
+$20.9M
101,875
+319%
增持
HD
HOME DEPOT INC
+$20.7M
114,814
+82%
增持
PG
PROCTER AND GAMBLE CO
+$19.3M
236,592
+124%
增持
CNI
CANADIAN NATL RY CO
+$17.3M
151,637
+844%
增持
PEP
PEPSICO INC
+$16.3M
143,178
+201%
增持
JNJ
JOHNSON & JOHNSON
+$15.3M
187,129
+107%
增持
ATR
APTARGROUP INC
+$13.6M
116,155
+1791%
增持
NKE
NIKE INC
+$11.8M
142,382
+275%
增持
SPYX
SPDR SER TR
+$11.4M
2,771,800
+0%
增持
MUB
ISHARES TR
+$11.3M
1,228,324
+3%
增持
EW
EDWARDS LIFESCIENCES CORP
+$11.1M
151,581
+1972%
增持
KDP
KEURIG DR PEPPER INC
+$9.8M
302,031
+3202%
增持
—
ALCON AG
+$9.4M
129,663
+1250%
增持
IEMG
ISHARES INC
+$8.2M
2,408,872
+1%
增持
UNP
UNION PAC CORP
+$8.1M
49,080
+152%
增持
PAR
PAR TECHNOLOGY CORP
+$7.7M
181,693
+2831%
增持
EMR
EMERSON ELEC CO
+$7.6M
100,615
+341%
增持
GOOG
ALPHABET INC
+$7.4M
186,580
+30%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$7.3M
358,660
+355%
增持
COP
CONOCOPHILLIPS
+$6.8M
66,479
+807%
建仓
TYL
TYLER TECHNOLOGIES INC
+$6.4M
15,229
增持
ECL
ECOLAB INC
+$6.3M
36,918
+512%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.9M
23,738
+78%
增持
AGG
ISHARES TR
+$5.8M
391,196
+11%
增持
AMT
AMERICAN TOWER CORP NEW
+$5.5M
33,210
+222%
增持
BILS
SPDR SER TR
+$5.4M
152,827
+55%
增持
ABT
ABBOTT LABS
+$5.3M
158,820
+26%
建仓
JJSF
J & J SNACK FOODS CORP
+$5.2M
31,073
建仓
GGG
GRACO INC
+$4.8M
55,513
增持
META
META PLATFORMS INC
+$4.8M
26,678
+71%
增持
JPM
JPMORGAN CHASE & CO
+$4.1M
125,480
+6%
增持
NVO
NOVO-NORDISK A S
+$3.8M
43,277
+470%
减持
SPY
SPDR S&P 500 ETF TR
+$3.7M
81,106
-0%
减持
QQQ
INVESCO QQQ TR
-$3.4M
9,043
-54%
增持
FISV
FISERV INC
+$3.3M
45,094
+88%
增持
MA
MASTERCARD INCORPORATED
+$3.1M
22,666
+36%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$3.1M
3,572
+213%
增持
—
LINDE PLC
+$3.0M
14,580
+83%
建仓
VNT
VONTIER CORPORATION
+$3.0M
86,287
增持
DHR
DANAHER CORPORATION
+$2.9M
36,288
+65%
增持
WMT
WALMART INC
+$2.9M
52,040
+56%
增持
TXN
TEXAS INSTRS INC
+$2.8M
42,078
+52%
增持
SCHW
SCHWAB CHARLES CORP
+$2.7M
90,629
+42%
增持
TJX
TJX COS INC NEW
+$2.6M
123,414
+23%
减持
VOO
VANGUARD INDEX FDS
-$2.6M
5,088
-59%
增持
HON
HONEYWELL INTL INC
+$2.5M
31,329
+43%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$2.4M
57,973
+100%
增持
INTC
INTEL CORP
+$2.4M
141,527
+6%
增持
AXP
AMERICAN EXPRESS CO
+$2.3M
60,879
+0%
增持
IWF
ISHARES TR
+$2.2M
39,921
+8%
增持
NVS
NOVARTIS AG
+$2.1M
35,737
+145%
增持
DIS
DISNEY WALT CO
+$2.1M
66,619
+37%
减持
VTI
VANGUARD INDEX FDS
-$2.0M
21,382
-36%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
66,849
+7%
减持
—
BARNES GROUP INC
-$1.9M
206,250
-19%
增持
DE
DEERE & CO
+$1.9M
13,014
+46%
增持
COST
COSTCO WHSL CORP NEW
+$1.8M
8,720
+25%
增持
EOG
EOG RES INC
+$1.8M
43,231
+60%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.8M
23,052
+13%
增持
SPGI
S&P GLOBAL INC
+$1.8M
12,201
+23%
增持
LLY
ELI LILLY & CO
+$1.7M
19,604
+8%
增持
SBUX
STARBUCKS CORP
+$1.7M
49,247
+47%
增持
WCN
WASTE CONNECTIONS INC
+$1.6M
16,941
+143%
增持
ORCL
ORACLE CORP
+$1.6M
42,203
+56%
清仓
SPYG
SPDR SER TR
-$1.5M
0
-100%
增持
EFA
ISHARES TR
+$1.5M
67,448
+28%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.3M
34,336
+43%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$1.3M
0
-100%
增持
CVS
CVS HEALTH CORP
+$1.3M
49,536
+31%
增持
AMAT
APPLIED MATLS INC
+$1.2M
49,496
+1%
清仓
FTV
FORTIVE CORP
-$1.2M
0
-100%
清仓
MCH
MATTHEWS ASIA FDS
-$1.2M
0
-100%
增持
LOW
LOWES COS INC
+$1.1M
15,564
+38%
清仓
WAB
WABTEC
-$1.1M
0
-100%
建仓
NET
CLOUDFLARE INC
+$1.1M
12,908
增持
—
EXXON MOBIL CORP
-$1.1M
92,474
+5%
增持
MCD
MCDONALDS CORP
+$961.2K
23,482
+3%
增持
ADBE
ADOBE INC
+$931.3K
7,554
+8%
建仓
ROL
ROLLINS INC
+$931.0K
21,318
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$899.7K
182,295
+1%
建仓
TXG
10X GENOMICS INC
+$878.1K
15,692
增持
—
UNILEVER PLC
+$862.0K
39,654
+85%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$859.8K
5,065
+47%
清仓
HQY
HEALTHEQUITY INC
-$859.3K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$833.0K
29,845
+14%
减持
QCOM
QUALCOMM INC
+$828.5K
24,757
-0%
减持
BX
BLACKSTONE INC
-$821.0K
13,405
-44%
增持
—
ACCENTURE PLC IRELAND
+$820.0K
13,891
+5%
增持
MRK
MERCK & CO INC
+$818.3K
79,643
+4%
建仓
—
LIBERTY MEDIA CORP DEL
+$811.6K
28,199
增持
CRM
SALESFORCE INC
+$805.3K
11,239
+6%
清仓
OGIG
ALPS ETF TR
-$803.6K
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$796.2K
141,685
-10%
减持
PFE
PFIZER INC
-$772.9K
161,784
-1%
减持
AMP
AMERIPRISE FINL INC
+$759.7K
16,916
-2%
增持
ACWI
ISHARES TR
+$745.3K
8,408
+604%
增持
AVGO
BROADCOM INC
+$730.9K
2,323
+4%
增持
ALL
ALLSTATE CORP
+$709.7K
24,531
+0%
增持
ABBV
ABBVIE INC
+$674.1K
75,060
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$663.8K
39,108
+1%
减持
SHW
SHERWIN WILLIAMS CO
-$663.0K
828
-77%
清仓
MRNA
MODERNA INC
-$651.0K
0
-100%
增持
BAC
BANK AMERICA CORP
+$636.5K
59,841
+19%
减持
BA
BOEING CO
+$630.6K
9,292
-1%
增持
AMGN
AMGEN INC
+$629.0K
18,984
+5%
清仓
KMX
CARMAX INC
-$624.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$622.9K
0
-100%
建仓
FDX
FEDEX CORP
+$621.0K
2,455
清仓
ALGN
ALIGN TECHNOLOGY INC
-$616.4K
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$614.5K
33,708
+6%
增持
RTX
RTX CORPORATION
+$566.4K
42,541
+2%
减持
MU
MICRON TECHNOLOGY INC
+$543.9K
32,151
-1%
增持
ROP
ROPER TECHNOLOGIES INC
+$542.9K
2,529
+47%
增持
AZO
AUTOZONE INC
+$541.4K
287
+263%
建仓
SWK
STANLEY BLACK & DECKER INC
+$534.0K
5,443
增持
PANW
PALO ALTO NETWORKS INC
+$513.4K
4,126
+38%
清仓
—
INMODE LTD
-$505.2K
0
-100%
增持
IEFA
ISHARES TR
+$504.9K
41,286
+11%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$499.4K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$495.3K
8,044
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$471.7K
11,144
+16%
建仓
—
ENCORE WIRE CORP
+$467.6K
2,189
增持
AFL
AFLAC INC
+$457.7K
41,847
+7%
增持
NEE
NEXTERA ENERGY INC
+$456.6K
50,138
+11%
增持
XLV
SELECT SECTOR SPDR TR
+$454.7K
32,190
+5%
增持
GE
GENERAL ELECTRIC CO
+$451.5K
15,935
+11%
减持
EEM
ISHARES TR
-$441.5K
6,379
-65%
清仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$424.3K
0
-100%
建仓
VLTO
VERALTO CORP
+$424.0K
5,154
增持
—
DISCOVER FINL SVCS
+$422.8K
8,277
+41%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$421.9K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$409.9K
45,136
+2%
建仓
RBLX
ROBLOX CORP
+$401.6K
8,785
清仓
ILMN
ILLUMINA INC
-$398.7K
0
-100%
建仓
HHH
HOWARD HUGHES HOLDINGS INC
+$393.5K
4,600
增持
XLF
SELECT SECTOR SPDR TR
+$389.8K
12,110
+513%
增持
LMT
LOCKHEED MARTIN CORP
+$382.7K
4,172
+13%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$377.4K
48,372
+0%
建仓
XLC
SELECT SECTOR SPDR TR
+$376.2K
5,177
增持
INTU
INTUIT
+$373.5K
2,203
+12%
减持
ADSK
AUTODESK INC
-$367.1K
2,008
-51%
