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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 19
增持 77
减持 43
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VO
VANGUARD INDEX FDS
+$111.5M
428,294
+7038%
增持
IVV
ISHARES TR
+$69.1M
2,818,522
+2%
增持
AMZN
AMAZON COM INC
+$19.5M
449,192
+6%
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
+$17.5M
596,564
+5%
减持
MUB
ISHARES TR
-$14.6M
1,272,175
-8%
减持
NKE
NIKE INC
-$9.8M
79,972
-56%
减持
BIL
SPDR SER TR
-$9.5M
64,962
-61%
增持
GOOGL
ALPHABET INC
+$8.2M
320,589
+1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$7.8M
16
-41%
增持
MSCI
MSCI INC
+$7.7M
18,098
+235%
增持
DIS
DISNEY WALT CO
+$7.3M
136,622
+66%
增持
FISV
FISERV INC
+$7.0M
172,655
+9%
增持
GOOG
ALPHABET INC
+$6.9M
223,813
+5%
建仓
SGOL
ETFS GOLD TR
+$6.7M
267,482
增持
JPM
JPMORGAN CHASE & CO.
+$6.3M
125,712
+11%
增持
PGR
PROGRESSIVE CORP
+$6.3M
54,669
+105%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$6.1M
167,914
-15%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.2M
103,376
+19%
增持
WMT
WALMART INC
+$4.7M
301,477
+8%
增持
MA
MASTERCARD INCORPORATED
+$4.7M
47,040
+16%
增持
V
VISA INC
+$4.5M
103,770
+1%
增持
ADBE
ADOBE INC
+$4.0M
34,974
+58%
增持
TJX
TJX COS INC NEW
+$3.8M
229,007
+13%
减持
JNJ
JOHNSON & JOHNSON
-$3.6M
194,396
-1%
减持
—
BARNES GROUP INC
-$3.5M
103,053
-50%
增持
ABT
ABBOTT LABS
+$3.0M
206,650
+16%
建仓
BLK
BLACKROCK INC
+$2.9M
2,813
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.7M
43,211
+6%
减持
IEMG
ISHARES INC
-$2.5M
21,167
-67%
减持
CNI
CANADIAN NATL RY CO
-$2.5M
148,771
-1%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$2.5M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$2.4M
28,091
-13%
减持
NVDA
NVIDIA CORPORATION
+$2.3M
721,061
-7%
增持
AVGO
BROADCOM INC
+$2.3M
28,497
+14%
清仓
—
BLACKROCK INC
-$2.3M
0
-100%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$2.3M
0
-100%
增持
TSLA
TESLA INC
+$2.2M
12,363
+18%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.2M
43,536
+14%
清仓
SCHC
SCHWAB STRATEGIC TR
-$2.2M
0
-100%
增持
PEP
PEPSICO INC
-$2.1M
142,176
+2%
增持
LLY
ELI LILLY & CO
-$2.1M
18,490
+0%
增持
WCN
WASTE CONNECTIONS INC
+$2.0M
97,862
+19%
减持
KDP
KEURIG DR PEPPER INC
-$1.9M
282,788
-4%
减持
PG
PROCTER AND GAMBLE CO
-$1.9M
238,568
-1%
增持
—
ALCON AG
-$1.7M
117,952
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
92,297
+1%
减持
ATR
APTARGROUP INC
-$1.6M
101,514
-8%
增持
DHR
DANAHER CORPORATION
-$1.6M
50,143
+6%
减持
AXP
AMERICAN EXPRESS CO
-$1.5M
47,604
-18%
增持
META
META PLATFORMS INC
+$1.5M
28,433
+8%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.5M
46,944
+9%
减持
AMGN
AMGEN INC
-$1.5M
15,990
-9%
清仓
ICF
ISHARES TR
-$1.4M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
69,681
+4%
减持
GGG
GRACO INC
-$1.3M
6,759
-69%
减持
UNP
UNION PAC CORP
-$1.3M
30,712
-9%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
9,356
+14%
增持
MRSH
MARSH & MCLENNAN COS INC
-$1.3M
121,756
+0%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.3M
2,197
-16%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
96,096
+0%
建仓
FDX
FEDEX CORP
+$1.1M
4,007
增持
MCD
MCDONALDS CORP
+$1.1M
27,978
+22%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.1M
6,825
-77%
减持
MRK
MERCK & CO INC
-$1.1M
75,046
-1%
增持
CSCO
CISCO SYS INC
+$1.1M
123,590
+5%
增持
NVO
NOVO-NORDISK A S
-$1.0M
46,863
+10%
增持
EOG
EOG RES INC
+$1.0M
70,283
+14%
增持
NFLX
NETFLIX INC
+$1.0M
2,922
+30%
清仓
—
LAM RESEARCH CORP
-$997.3K
0
-100%
清仓
EWJ
ISHARES INC
-$994.0K
0
-100%
建仓
IWP
ISHARES TR
+$983.6K
7,760
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$976.2K
14,403
+28%
增持
AMP
AMERIPRISE FINL INC
+$966.2K
14,072
+1%
建仓
LRCX
LAM RESEARCH CORP
+$939.1K
13,002
减持
GIS
GENERAL MLS INC
-$938.2K
91,016
-0%
增持
WFC
WELLS FARGO CO NEW
+$921.6K
46,347
+12%
增持
AMAT
APPLIED MATLS INC
-$889.8K
27,337
+4%
减持
TYL
TYLER TECHNOLOGIES INC
-$869.3K
13,734
-9%
增持
PANW
PALO ALTO NETWORKS INC
+$867.7K
12,506
+204%
减持
IWF
ISHARES TR
+$861.4K
36,660
-1%
增持
ABBV
ABBVIE INC
-$833.2K
71,792
+4%
减持
ECL
ECOLAB INC
-$823.9K
35,970
-1%
增持
BX
BLACKSTONE INC
+$792.4K
16,842
+22%
增持
MSFT
MICROSOFT CORP
+$711.3K
305,058
+3%
增持
—
LINDE PLC
+$676.9K
29,510
+21%
减持
SPYX
SPDR SER TR
-$666.0K
2,604,298
-2%
增持
CRM
SALESFORCE INC
+$650.3K
5,342
+29%
增持
BKNG
BOOKING HOLDINGS INC
+$650.2K
236
+90%
减持
EMR
EMERSON ELEC CO
+$638.3K
91,262
-7%
建仓
—
TE CONNECTIVITY PLC
+$636.2K
4,450
减持
CVS
CVS HEALTH CORP
-$596.2K
14,722
-26%
建仓
SHOP
SHOPIFY INC
+$593.0K
5,577
减持
HON
HONEYWELL INTL INC
+$585.9K
46,776
-3%
增持
BAC
BANK AMERICA CORP
+$580.9K
63,756
+14%
增持
QQQ
INVESCO QQQ TR
+$569.8K
24,137
+0%
减持
VNQ
VANGUARD INDEX FDS
-$565.2K
14,836
-23%
建仓
URI
UNITED RENTALS INC
+$560.7K
796
增持
PM
PHILIP MORRIS INTL INC
+$539.4K
8,214
+122%
建仓
DUK
DUKE ENERGY CORP NEW
+$537.4K
4,988
建仓
ANET
ARISTA NETWORKS INC
+$534.1K
4,833
增持
IWM
ISHARES TR
+$531.2K
8,824
+37%
减持
INTC
INTEL CORP
-$529.6K
97,320
-8%
增持
GS
GOLDMAN SACHS GROUP INC
+$524.8K
3,558
+16%
增持
ISRG
INTUITIVE SURGICAL INC
+$517.3K
2,370
+62%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$505.0K
304,621
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$498.7K
366,170
+7%
增持
NEE
NEXTERA ENERGY INC
-$497.2K
53,270
+4%
减持
CAT
CATERPILLAR INC
-$490.2K
7,437
-9%
增持
GEV
GE VERNOVA INC
+$484.7K
3,975
+23%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$484.1K
12,000
增持
KO
COCA COLA CO
-$482.6K
61,303
+2%
建仓
IWS
ISHARES TR
+$481.0K
3,719
增持
KMB
KIMBERLY-CLARK CORP
+$473.9K
5,360
+234%
增持
CI
THE CIGNA GROUP
-$452.4K
6,923
+1%
建仓
SAP
SAP SE
+$434.1K
1,763
清仓
—
ARISTA NETWORKS INC
-$426.0K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$419.2K
4,545
建仓
VBK
VANGUARD INDEX FDS
+$412.8K
1,474
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$411.7K
2,487
+41%
减持
PAYX
PAYCHEX INC
-$409.7K
5,051
-39%
增持
XLV
SELECT SECTOR SPDR TR
-$408.2K
33,044
+3%
减持
JJSF
J & J SNACK FOODS CORP
-$389.6K
1,353
-61%
增持
—
EXXON MOBIL CORP
-$364.8K
119,397
+6%
增持
CP
CANADIAN PACIFIC KANSAS CITY
-$362.2K
78,749
+11%
增持
MS
MORGAN STANLEY
+$354.5K
11,029
+11%
减持
—
UNILEVER PLC
-$347.9K
32,752
-4%
清仓
MKC
MCCORMICK & CO INC
-$341.2K
0
-100%
减持
PFE
PFIZER INC
-$341.0K
139,863
-0%
减持
XLU
SELECT SECTOR SPDR TR
-$339.3K
24,120
-10%
增持
ORCL
ORACLE CORP
+$338.8K
38,282
+8%
增持
IJR
ISHARES TR
-$337.4K
441,255
+1%
增持
—
ACCENTURE PLC IRELAND
+$336.8K
13,444
+8%
减持
EW
EDWARDS LIFESCIENCES CORP
-$328.2K
129,357
-14%
增持
LOW
LOWES COS INC
-$325.0K
15,700
+1%
增持
SYK
STRYKER CORPORATION
+$322.2K
10,763
+9%
建仓
TM
TOYOTA MOTOR CORP
+$321.0K
1,649
增持
VT
VANGUARD INTL EQUITY INDEX F
+$317.5K
80,656
+5%
减持
VUG
VANGUARD INDEX FDS
+$309.1K
13,281
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$301.7K
7,558
+9%
建仓
FTV
FORTIVE CORP
+$299.0K
3,987
建仓
HSBC
HSBC HLDGS PLC
+$293.4K
5,931
清仓
BIIB
BIOGEN INC
-$291.9K
0
-100%
建仓
TROW
PRICE T ROWE GROUP INC
+$289.1K
2,556
增持
BA
BOEING CO
+$288.2K
9,507
+4%
增持
GE
GE AEROSPACE
-$282.9K
16,054
+2%
清仓
DVN
DEVON ENERGY CORP NEW
-$280.2K
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$279.5K
3,992
-27%
减持
XBI
SPDR SER TR
-$277.5K
21,918
-4%
增持
IJH
ISHARES TR
+$276.4K
184,725
+2%
减持
IEFA
ISHARES TR
-$273.9K
25,187
-4%
