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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 20
增持 57
减持 60
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$156.7M
198,059
-83%
增持
IVV
ISHARES TR
+$101.5M
2,756,635
+1%
增持
VOO
VANGUARD INDEX FDS
+$36.1M
95,981
+231%
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
MUB
ISHARES TR
+$24.8M
1,382,615
+17%
增持
AAPL
APPLE INC
+$14.1M
566,074
+1%
减持
BIL
SPDR SER TR
-$11.6M
168,627
-43%
增持
FISV
FISERV INC
+$10.5M
158,109
+31%
增持
HD
HOME DEPOT INC
+$9.5M
132,193
+3%
减持
NVDA
NVIDIA CORPORATION
-$8.6M
778,048
-7%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.2M
43,202
+29%
增持
IJR
ISHARES TR
+$6.7M
437,575
+5%
减持
SPYX
SPDR SER TR
+$6.5M
2,667,999
-1%
增持
PGR
PROGRESSIVE CORP
+$6.0M
26,633
+632%
减持
SCHW
SCHWAB CHARLES CORP
-$5.8M
37,636
-66%
增持
WMT
WALMART INC
+$5.7M
278,516
+12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.2M
40,749
+13%
增持
GOOGL
ALPHABET INC
-$4.7M
316,439
+1%
增持
MSFT
MICROSOFT CORP
-$4.5M
297,210
+0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$4.2M
149,981
-2%
增持
TJX
TJX COS INC NEW
+$4.0M
202,794
+13%
增持
MA
MASTERCARD INCORPORATED
+$4.0M
40,628
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.7M
67,287
+0%
减持
AGG
ISHARES TR
-$3.3M
11,468
-75%
建仓
MSCI
MSCI INC
+$3.2M
5,399
减持
BILS
SPDR SER TR
-$3.1M
91,309
-25%
增持
WCN
WASTE CONNECTIONS INC
+$2.8M
82,524
+21%
增持
—
LINDE PLC
+$2.8M
24,485
+21%
减持
JNJ
JOHNSON & JOHNSON
+$2.6M
195,939
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$2.5M
91,390
-0%
增持
ADBE
ADOBE INC
+$2.5M
22,199
+36%
增持
ABT
ABBOTT LABS
+$2.4M
178,536
+4%
增持
GOOG
ALPHABET INC
-$2.2M
213,593
+3%
增持
PG
PROCTER AND GAMBLE CO
+$2.2M
241,649
+0%
减持
IEFA
ISHARES TR
-$2.0M
26,189
-53%
增持
ABBV
ABBVIE INC
+$2.0M
68,820
+2%
增持
META
META PLATFORMS INC
+$1.9M
26,412
+1%
增持
DHR
DANAHER CORPORATION
+$1.9M
47,157
+5%
增持
V
VISA INC
+$1.8M
103,002
+2%
建仓
U
UNITY SOFTWARE INC
+$1.8M
79,200
减持
AXP
AMERICAN EXPRESS CO
+$1.6M
57,779
-5%
减持
ATR
APTARGROUP INC
+$1.6M
109,915
-3%
减持
MRK
MERCK & CO INC
-$1.5M
75,525
-7%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.3M
38,245
-1%
减持
NKE
NIKE INC
+$1.3M
179,789
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
112,907
+1%
增持
HON
HONEYWELL INTL INC
+$1.2M
48,275
+17%
减持
—
ALCON AG
+$1.1M
117,173
-1%
减持
NVO
NOVO-NORDISK A S
-$1.1M
42,575
-2%
增持
ORCL
ORACLE CORP
+$1.1M
35,449
+2%
减持
MCD
MCDONALDS CORP
+$1.1M
22,968
-1%
减持
TYL
TYLER TECHNOLOGIES INC
+$1.1M
15,072
-2%
减持
INTC
INTEL CORP
-$1.1M
105,750
-8%
减持
AMT
AMERICAN TOWER CORP NEW
+$1.1M
32,466
-2%
减持
KDP
KEURIG DR PEPPER INC
+$1.0M
293,331
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$965.6K
341,014
-1%
减持
GIS
GENERAL MLS INC
+$944.6K
91,297
-0%
增持
SPGI
S&P GLOBAL INC
+$940.2K
12,656
+1%
减持
VB
VANGUARD INDEX FDS
-$937.5K
5,121
-48%
增持
LOW
LOWES COS INC
+$929.1K
15,506
+5%
减持
COP
CONOCOPHILLIPS
-$919.9K
64,208
-4%
增持
AMAT
APPLIED MATLS INC
-$891.5K
26,407
+0%
增持
CSCO
CISCO SYS INC
+$828.1K
117,689
+3%
增持
AFL
AFLAC INC
+$816.8K
36,020
+0%
增持
RTX
RTX CORPORATION
+$802.4K
32,050
+4%
减持
JJSF
J & J SNACK FOODS CORP
-$777.7K
3,483
-59%
增持
—
BLACKROCK INC
+$767.5K
2,407
+25%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$758.0K
740
-62%
增持
TSLA
TESLA INC
+$756.1K
10,501
+4%
减持
UNP
UNION PAC CORP
-$755.9K
33,906
-16%
增持
NEE
NEXTERA ENERGY INC
+$742.2K
51,060
+1%
减持
IWF
ISHARES TR
-$704.9K
36,924
-8%
清仓
FDX
FEDEX CORP
-$698.3K
0
-100%
减持
ALL
ALLSTATE CORP
+$698.1K
23,320
-0%
减持
CNI
CANADIAN NATL RY CO
-$689.2K
150,248
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$673.8K
47,060
+11%
减持
XLY
SELECT SECTOR SPDR TR
-$666.8K
6,957
-38%
清仓
—
ENCORE WIRE CORP
-$634.4K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$633.6K
8,227
+5%
减持
MMM
3M CO
+$627.1K
18,230
-0%
清仓
—
LIBERTY MEDIA CORP DEL
-$624.9K
0
-100%
减持
PAR
PAR TECHNOLOGY CORP
-$615.6K
39,277
-30%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$613.4K
51,540
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$613.0K
87,157
+4%
增持
BX
BLACKSTONE INC
+$586.5K
13,789
+12%
建仓
SEB
SEABOARD CORP DEL
+$564.7K
180
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$558.5K
23,617
减持
GGG
GRACO INC
-$551.6K
21,959
-29%
减持
SYY
SYSCO CORP
-$541.9K
4,589
-64%
增持
VBR
VANGUARD INDEX FDS
+$532.5K
24,862
+2%
减持
QCOM
QUALCOMM INC
-$521.3K
17,185
-1%
增持
KO
COCA COLA CO
+$511.7K
59,828
+1%
减持
—
ACCENTURE PLC IRELAND
+$500.7K
12,427
-3%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$496.6K
76,508
-1%
减持
VNT
VONTIER CORPORATION
-$490.9K
95,448
-2%
减持
TXN
TEXAS INSTRS INC
-$484.5K
10,705
-23%
增持
VYM
VANGUARD WHITEHALL FDS
+$461.5K
25,704
+8%
减持
CAT
CATERPILLAR INC
+$417.0K
8,151
-2%
增持
EOG
EOG RES INC
+$414.3K
61,772
+8%
建仓
C
CITIGROUP INC
+$411.0K
6,566
建仓
LBRDA
LIBERTY BROADBAND CORP
+$407.9K
5,310
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$407.6K
5,443
+60%
减持
GE
GE AEROSPACE
+$406.5K
15,699
-2%
增持
DE
DEERE & CO
+$403.4K
6,406
+5%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$402.2K
48,173
-1%
清仓
BND
VANGUARD BD INDEX FDS
-$386.6K
0
-100%
清仓
OKE
ONEOK INC NEW
-$360.3K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$351.0K
0
-100%
清仓
QUAL
ISHARES TR
-$345.4K
0
-100%
增持
AVGO
BROADCOM INC
+$345.3K
25,047
+912%
增持
EFA
ISHARES TR
+$345.0K
51,579
+2%
建仓
IOT
SAMSARA INC
+$337.8K
7,020
减持
SYK
STRYKER CORPORATION
-$334.7K
9,835
-14%
减持
XLU
SELECT SECTOR SPDR TR
+$325.1K
26,800
-1%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$314.9K
13,180
+1%
清仓
—
LABORATORY CORP AMER HLDGS
-$302.2K
0
-100%
建仓
MKL
MARKEL GROUP INC
+$301.2K
192
减持
XLI
SELECT SECTOR SPDR TR
+$300.9K
24,058
-1%
清仓
HHH
HOWARD HUGHES HOLDINGS INC
-$298.2K
0
-100%
增持
—
LAM RESEARCH CORP
-$296.5K
1,222
+1%
减持
EMR
EMERSON ELEC CO
-$290.2K
97,610
-2%
建仓
CME
CME GROUP INC
+$289.3K
1,311
增持
DIS
DISNEY WALT CO
+$282.1K
82,093
+7%
清仓
PSX
PHILLIPS 66
-$281.5K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$280.2K
7,162
减持
SHEL
SHELL PLC
-$279.5K
3,424
-51%
建仓
LH
LABCORP HOLDINGS INC
+$277.8K
1,243
增持
GSK
GSK PLC
+$275.6K
26,522
+26%
增持
BA
BOEING CO
-$269.2K
9,172
+0%
增持
ITW
ILLINOIS TOOL WKS INC
+$267.2K
9,442
+1%
减持
SCHD
SCHWAB STRATEGIC TR
-$264.8K
34,338
-16%
减持
—
UNILEVER PLC
+$261.2K
33,943
-4%
减持
USMV
ISHARES TR
-$246.5K
60,697
-12%
建仓
EIX
EDISON INTL
+$242.4K
2,783
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$241.1K
310,964
-3%
清仓
OXY
OCCIDENTAL PETE CORP
-$240.3K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
+$239.1K
8,639
-1%
建仓
CIEN
CIENA CORP
+$238.0K
3,864
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$238.0K
0
-100%
清仓
CHD
CHURCH & DWIGHT CO INC
-$237.9K
0
-100%
建仓
FICO
FAIR ISAAC CORP
+$237.1K
122
建仓
ED
CONSOLIDATED EDISON INC
+$236.1K
2,267
减持
CARR
CARRIER GLOBAL CORPORATION
+$225.5K
13,755
-2%
建仓
AFRM
AFFIRM HLDGS INC
+$219.8K
5,384
减持
TRV
TRAVELERS COMPANIES INC
+$218.3K
7,713
-1%
建仓
IQV
IQVIA HLDGS INC
+$218.0K
920
建仓
FLG
NEW YORK CMNTY BANCORP INC
+$216.4K
19,266
减持
PH
PARKER-HANNIFIN CORP
+$216.2K
1,772
-1%
增持
PWR
QUANTA SVCS INC
+$214.3K
3,890
+5%
建仓
XLB
SELECT SECTOR SPDR TR
+$213.7K
2,217
建仓
D
DOMINION ENERGY INC
+$212.8K
3,682
