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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 25
增持 73
减持 39
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$243.0M
2,665,260
+10%
减持
IEMG
ISHARES INC
-$116.1M
110,428
-95%
减持
NVDA
NVIDIA CORPORATION
+$32.1M
89,386
-9%
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
+$29.1M
342,472
+325%
减持
AGG
ISHARES TR
-$26.4M
127,174
-67%
增持
MUB
ISHARES TR
+$20.6M
1,429,324
+16%
增持
VTI
VANGUARD INDEX FDS
+$20.3M
97,711
+357%
增持
PG
PROCTER AND GAMBLE CO
+$17.7M
322,650
+36%
建仓
SUB
ISHARES TR
+$17.6M
167,923
增持
MSFT
MICROSOFT CORP
+$16.2M
310,200
+2%
减持
AAPL
APPLE INC
-$14.2M
588,223
-2%
增持
AMZN
AMAZON COM INC
+$12.6M
388,326
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.6M
343,308
+256%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$12.1M
1,180,262
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$11.9M
96,372
+19%
增持
IJH
ISHARES TR
+$10.7M
180,260
+23650%
减持
SPYX
SPDR SER TR
+$10.1M
2,749,758
-1%
增持
VOO
VANGUARD INDEX FDS
+$8.3M
21,951
+331%
增持
HD
HOME DEPOT INC
+$7.8M
124,074
+8%
增持
QQQ
INVESCO QQQ TR
+$7.1M
24,346
+169%
增持
FISV
FISERV INC
+$7.0M
81,441
+81%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$6.3M
32,544
+37%
增持
BIL
SPDR SER TR
+$6.3M
86,211
+388%
增持
WCN
WASTE CONNECTIONS INC
+$5.3M
45,373
+168%
增持
MA
MASTERCARD INCORPORATED
+$4.8M
30,000
+32%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.7M
67,907
+2%
增持
GOOG
ALPHABET INC
+$4.7M
203,526
+9%
建仓
VBR
VANGUARD INDEX FDS
+$4.7M
24,432
增持
USMV
ISHARES TR
+$4.7M
68,947
+396%
增持
WMT
WALMART INC
+$4.6M
213,443
+310%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$4.3M
70,810
+106%
增持
LLY
ELI LILLY & CO
+$3.8M
19,618
+0%
建仓
VHT
VANGUARD WORLD FD
+$3.8M
13,936
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$3.7M
0
-100%
增持
TJX
TJX COS INC NEW
+$3.7M
150,405
+22%
增持
META
META PLATFORMS INC
+$3.6M
26,862
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$3.1M
153,698
+1%
增持
DIS
DISNEY WALT CO
+$3.1M
74,130
+11%
减持
PAR
PAR TECHNOLOGY CORP
-$3.0M
107,955
-41%
减持
GOOGL
ALPHABET INC
+$3.0M
321,085
-1%
减持
TSLA
TESLA INC
-$3.0M
13,845
-37%
建仓
ITOT
ISHARES TR
+$2.9M
25,243
建仓
VYM
VANGUARD WHITEHALL FDS
+$2.9M
23,693
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$2.9M
13,057
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.7M
51,417
+31%
减持
AMAT
APPLIED MATLS INC
-$2.6M
26,074
-47%
建仓
ICF
ISHARES TR
+$2.6M
45,271
减持
MU
MICRON TECHNOLOGY INC
-$2.5M
1,721
-95%
减持
DE
DEERE & CO
-$2.5M
6,512
-50%
增持
AXP
AMERICAN EXPRESS CO
+$2.5M
61,036
+0%
增持
ABT
ABBOTT LABS
+$2.5M
175,537
+11%
增持
TXN
TEXAS INSTRS INC
+$2.4M
55,185
+31%
增持
V
VISA INC
+$2.4M
103,671
+2%
增持
—
LINDE PLC
+$2.4M
18,017
+24%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$2.4M
20,145
增持
DHR
DANAHER CORPORATION
+$2.3M
42,970
+18%
减持
ATR
APTARGROUP INC
+$2.2M
115,196
-1%
建仓
XHB
SPDR SER TR
+$2.2M
19,499
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$2.2M
32,144
建仓
IBB
ISHARES TR
+$2.1M
15,602
清仓
GUNR
FLEXSHARES TR
-$2.1M
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$2.1M
23,814
减持
JPM
JPMORGAN CHASE & CO
+$2.0M
116,510
-7%
增持
MRK
MERCK & CO INC
+$1.9M
80,547
+1%
建仓
MOO
VANECK ETF TRUST
+$1.9M
25,824
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.9M
36,849
+23%
建仓
XLU
SELECT SECTOR SPDR TR
+$1.9M
28,650
增持
CVX
CHEVRON CORP NEW
+$1.9M
37,024
+39%
减持
INTC
INTEL CORP
-$1.8M
119,851
-15%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$1.8M
72,010
+24%
增持
—
EXXON MOBIL CORP
+$1.8M
94,712
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$1.7M
109,816
+21%
减持
CRM
SALESFORCE INC
-$1.7M
4,282
-62%
增持
EMR
EMERSON ELEC CO
+$1.6M
100,797
+0%
减持
JJSF
J & J SNACK FOODS CORP
-$1.5M
25,384
-18%
增持
SBUX
STARBUCKS CORP
+$1.5M
68,182
+38%
建仓
VO
VANGUARD INDEX FDS
+$1.5M
6,000
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.5M
771
-69%
增持
ECL
ECOLAB INC
+$1.5M
38,057
+3%
增持
XBI
SPDR SER TR
+$1.4M
24,186
+145%
增持
EOG
EOG RES INC
+$1.4M
51,950
+20%
增持
CAT
CATERPILLAR INC
+$1.4M
8,720
+44%
减持
SLB
SCHLUMBERGER LTD
-$1.3M
15,066
-64%
增持
CNI
CANADIAN NATL RY CO
+$1.3M
154,612
+2%
减持
IWF
ISHARES TR
+$1.3M
39,694
-1%
建仓
VOE
VANGUARD INDEX FDS
+$1.3M
8,087
增持
VB
VANGUARD INDEX FDS
+$1.2M
9,871
+108%
减持
LMT
LOCKHEED MARTIN CORP
-$1.2M
1,427
-66%
增持
HON
HONEYWELL INTL INC
+$1.2M
37,992
+21%
增持
NVO
NOVO-NORDISK A S
+$1.2M
44,234
+2%
建仓
VAW
VANGUARD WORLD FD
+$1.2M
5,807
清仓
CRL
CHARLES RIV LABS INTL INC
-$1.2M
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$1.1M
1,974
-82%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
11,936
+120%
减持
CVS
CVS HEALTH CORP
-$1.1M
35,003
-29%
增持
VNT
VONTIER CORPORATION
+$1.1M
90,375
+5%
减持
UNP
UNION PAC CORP
-$1.1M
44,593
-9%
清仓
NET
CLOUDFLARE INC
-$1.1M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
26,644
+16%
增持
BILS
SPDR SER TR
+$1.0M
162,819
+7%
清仓
—
TE CONNECTIVITY LTD
-$1.0M
0
-100%
减持
EFA
ISHARES TR
-$1.0M
50,903
-25%
增持
XLP
SELECT SECTOR SPDR TR
+$1.0M
17,792
+271%
减持
SGOV
ISHARES TR
-$1.0M
10,125
-50%
增持
COP
CONOCOPHILLIPS
+$999.9K
68,480
+3%
建仓
EWJ
ISHARES INC
+$981.1K
13,750
减持
AMP
AMERIPRISE FINL INC
+$964.3K
16,854
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$955.3K
38,321
+4%
减持
GD
GENERAL DYNAMICS CORP
-$919.4K
2,576
-59%
减持
ABBV
ABBVIE INC
+$907.5K
68,861
-8%
清仓
BHP
BHP GROUP LTD
-$896.2K
0
-100%
建仓
SJNK
SPDR SER TR
+$887.0K
35,171
增持
SCHD
SCHWAB STRATEGIC TR
+$884.5K
48,580
+22%
清仓
TXG
10X GENOMICS INC
-$878.1K
0
-100%
增持
PEP
PEPSICO INC
+$871.7K
143,929
+1%
清仓
AZTA
AZENTA INC
-$859.0K
0
-100%
建仓
VPU
VANGUARD WORLD FD
+$838.6K
5,882
增持
VUG
VANGUARD INDEX FDS
+$834.9K
13,776
+10%
减持
APH
AMPHENOL CORP NEW
-$834.2K
1,984
-81%
增持
XLI
SELECT SECTOR SPDR TR
+$816.6K
36,988
+10%
减持
ALL
ALLSTATE CORP
+$804.2K
24,496
-0%
清仓
WDS
WOODSIDE ENERGY GROUP LTD
-$799.5K
0
-100%
增持
GE
GENERAL ELECTRIC CO
+$774.7K
16,000
+0%
增持
KDP
KEURIG DR PEPPER INC
-$761.6K
303,295
+0%
建仓
MKTX
MARKETAXESS HLDGS INC
+$752.5K
3,432
建仓
VDC
VANGUARD WORLD FD
+$714.5K
3,500
增持
MRSH
MARSH & MCLENNAN COS INC
+$696.4K
4,860
+202%
增持
ADBE
ADOBE INC
-$692.4K
7,559
+0%
增持
IEFA
ISHARES TR
+$685.4K
48,368
+17%
增持
GIS
GENERAL MLS INC
+$658.9K
96,465
+3%
建仓
MGK
VANGUARD WORLD FD
+$629.9K
2,198
增持
NKE
NIKE INC
-$621.2K
157,876
+11%
减持
QCOM
QUALCOMM INC
-$617.3K
17,503
-29%
减持
SYK
STRYKER CORPORATION
+$602.3K
11,127
-1%
减持
PFE
PFIZER INC
-$600.9K
146,195
-10%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$573.2K
1,441
减持
GLDM
WORLD GOLD TR
-$568.1K
11,028
-57%
清仓
CRS
CARPENTER TECHNOLOGY CORP
-$538.1K
0
-100%
增持
AVGO
BROADCOM INC
+$534.9K
2,360
+2%
清仓
ENPH
ENPHASE ENERGY INC
-$527.0K
0
-100%
减持
MPC
MARATHON PETE CORP
+$523.9K
11,003
-4%
减持
GLD
SPDR GOLD TR
+$511.9K
39,179
-1%
减持
MCD
MCDONALDS CORP
-$495.6K
22,937
-2%
清仓
NOBL
PROSHARES TR
-$477.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$476.6K
8,507
-2%
增持
BA
BOEING CO
-$465.3K
10,139
+9%
清仓
MBB
ISHARES TR
-$452.2K
0
-100%
建仓
VXF
VANGUARD INDEX FDS
+$438.2K
2,500
增持
XLV
SELECT SECTOR SPDR TR
+$432.6K
32,645
+1%
增持
XLY
SELECT SECTOR SPDR TR
+$429.7K
11,192
+23%