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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 48
减持 78
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$107.0M
2,762,389
-2%
增持
SGOV
ISHARES TR
+$77.8M
783,648
+7358%
减持
NVDA
NVIDIA CORPORATION
-$23.1M
679,864
-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。
减持
AAPL
APPLE INC
-$17.4M
594,286
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$15.7M
79,470
-53%
减持
GOOGL
ALPHABET INC
-$13.1M
307,579
-4%
增持
AMZN
AMAZON COM INC
-$12.7M
451,155
+0%
增持
MSFT
MICROSOFT CORP
-$12.6M
308,893
+1%
增持
LLY
ELI LILLY & CO
+$11.6M
31,294
+69%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$9.0M
27,185
-37%
减持
SPYX
SPDR SER TR
-$8.7M
2,551,059
-2%
增持
NVO
NOVO-NORDISK A S
+$8.5M
181,059
+286%
减持
GOOG
ALPHABET INC
-$8.0M
221,598
-1%
增持
ABT
ABBOTT LABS
+$7.4M
231,989
+12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.7M
68,235
-2%
减持
HON
HONEYWELL INTL INC
-$6.2M
20,838
-55%
减持
VO
VANGUARD INDEX FDS
-$5.9M
414,627
-3%
增持
PGR
PROGRESSIVE CORP
+$5.7M
66,353
+21%
增持
FISV
FISERV INC
+$5.4M
185,015
+7%
清仓
—
BARNES GROUP INC
-$4.9M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$4.4M
88,759
-4%
减持
KDP
KEURIG DR PEPPER INC
-$4.1M
144,442
-49%
增持
MRSH
MARSH & MCLENNAN COS INC
+$3.9M
121,840
+0%
增持
WCN
WASTE CONNECTIONS INC
+$3.8M
105,437
+8%
增持
V
VISA INC
+$3.6M
103,803
+0%
增持
—
LINDE PLC
+$3.4M
33,793
+15%
减持
JNJ
JOHNSON & JOHNSON
+$3.3M
189,749
-2%
增持
IJR
ISHARES TR
-$3.3M
454,381
+3%
增持
BILS
SPDR SER TR
+$3.3M
124,968
+36%
增持
MSCI
MSCI INC
+$3.3M
24,988
+38%
减持
NKE
NIKE INC
-$3.0M
47,916
-40%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.0M
50,987
+9%
增持
MA
MASTERCARD INCORPORATED
+$2.7M
50,053
+6%
增持
TJX
TJX COS INC NEW
+$2.4M
246,940
+8%
减持
UNP
UNION PAC CORP
-$2.1M
20,656
-33%
增持
PWR
QUANTA SVCS INC
+$2.1M
13,125
+238%
减持
ORCL
ORACLE CORP
-$2.1M
30,653
-20%
增持
VOO
VANGUARD INDEX FDS
-$2.1M
96,735
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$2.0M
14,640
-48%
减持
ATR
APTARGROUP INC
-$1.9M
94,372
-7%
增持
WMT
WALMART INC
+$1.9M
331,947
+10%
减持
BIL
SPDR SER TR
-$1.8M
45,010
-31%
减持
VTI
VANGUARD INDEX FDS
-$1.8M
96,701
-1%
增持
AVGO
BROADCOM INC
-$1.8M
28,909
+1%
减持
ABBV
ABBVIE INC
+$1.6M
68,703
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.6M
113,285
+10%
增持
EOG
EOG RES INC
+$1.6M
79,415
+13%
减持
EMR
EMERSON ELEC CO
-$1.5M
89,496
-2%
减持
PEP
PEPSICO INC
-$1.4M
134,518
-5%
减持
QQQ
INVESCO QQQ TR
-$1.4M
23,233
-4%
增持
IWF
ISHARES TR
-$1.4M
36,833
+0%
增持
SGOL
ETFS GOLD TR
+$1.4M
272,356
+2%
减持
XLY
SELECT SECTOR SPDR TR
-$1.3M
2,085
-72%
增持
AXP
AMERICAN EXPRESS CO
-$1.3M
47,785
+0%
减持
U
UNITY SOFTWARE INC
-$1.3M
15,396
-78%
增持
DIS
DISNEY WALT CO
-$1.2M
141,591
+4%
增持
TSLA
TESLA INC
-$1.2M
14,631
+18%
清仓
FDX
FEDEX CORP
-$1.1M
0
-100%
增持
HD
HOME DEPOT INC
-$1.1M
143,808
+4%
减持
IJH
ISHARES TR
-$1.1M
178,360
-3%
减持
MRK
MERCK & CO INC
-$993.3K
72,106
-4%
减持
NVS
NOVARTIS AG
-$993.2K
23,111
-37%
增持
GLDM
WORLD GOLD TR
+$962.0K
24,808
+125%
减持
XBI
SPDR SER TR
-$959.6K
12,507
-43%
增持
MUB
ISHARES TR
+$921.1K
1,294,303
+2%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$878.9K
18,776
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$833.6K
11,981
-17%
减持
—
ALCON AG
+$805.7K
114,109
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$796.9K
360,164
-2%
减持
BX
BLACKSTONE INC
-$794.8K
15,089
-10%
减持
—
EXXON MOBIL CORP
+$785.2K
114,595
-4%
减持
CNI
CANADIAN NATL RY CO
-$778.8K
147,022
-1%
减持
MCD
MCDONALDS CORP
-$769.5K
23,501
-16%
减持
AMAT
APPLIED MATLS INC
-$769.5K
25,333
-7%
增持
DHR
DANAHER CORPORATION
-$761.8K
52,432
+5%
减持
AMP
AMERIPRISE FINL INC
-$710.9K
14,008
-0%
清仓
DGS
WISDOMTREE TR
-$689.8K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$678.1K
9,362
-25%
减持
PFE
PFIZER INC
-$665.1K
120,185
-14%
减持
—
ACCENTURE PLC IRELAND
-$643.6K
13,094
-3%
减持
BLK
BLACKROCK INC
-$636.7K
2,374
-16%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$608.8K
297,772
-2%
减持
VUG
VANGUARD INDEX FDS
-$580.0K
13,136
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$578.9K
124,036
-4%
减持
PAR
PAR TECHNOLOGY CORP
-$578.3K
25,897
-13%
减持
ROL
ROLLINS INC
-$572.2K
7,813
-64%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$565.1K
89,220
+13%
增持
ADBE
ADOBE INC
+$562.2K
42,016
+20%
清仓
URI
UNITED RENTALS INC
-$560.7K
0
-100%
减持
AMGN
AMGEN INC
+$545.3K
15,127
-5%
减持
KO
COCA COLA CO
+$527.2K
60,653
-1%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD
-$519.1K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$516.0K
34,668
+5%
减持
ECL
ECOLAB INC
+$502.7K
35,249
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$478.1K
85,844
+6%
减持
WM
WASTE MGMT INC DEL
-$472.9K
4,021
-42%
减持
VGT
VANGUARD WORLD FD
-$460.9K
2,092
-18%
增持
DE
DEERE & CO
+$459.7K
6,831
+5%
减持
QCOM
QUALCOMM INC
-$449.2K
15,349
-16%
减持
KMB
KIMBERLY-CLARK CORP
-$446.4K
1,800
-66%
增持
COP
CONOCOPHILLIPS
+$429.8K
68,527
+0%
减持
PG
PROCTER AND GAMBLE CO
+$419.3K
237,141
-1%
增持
COST
COSTCO WHSL CORP NEW
+$401.9K
9,489
+1%
减持
CVX
CHEVRON CORP NEW
+$401.4K
31,962
-6%
增持
CVS
CVS HEALTH CORP
+$397.6K
15,623
+6%
增持
IWR
ISHARES TR
+$392.6K
19,394
+36%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$376.0K
4,485
+0%
减持
—
TE CONNECTIVITY PLC
-$373.9K
1,856
-58%
减持
GIS
GENERAL MLS INC
-$372.1K
90,851
-0%
增持
CI
THE CIGNA GROUP
+$366.9K
6,926
+0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$358.9K
14,430
-23%
增持
MGK
VANGUARD WORLD FD
+$356.5K
3,598
+64%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$352.8K
49,452
-3%
减持
DOV
DOVER CORP
-$351.0K
8,500
-14%
减持
VNT
VONTIER CORPORATION
-$349.7K
93,333
-0%
建仓
SJNK
SPDR SER TR
+$349.2K
13,880
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$348.0K
16,810
建仓
BABA
ALIBABA GROUP HLDG LTD
+$335.2K
2,535
建仓
OEF
ISHARES TR
+$334.2K
1,234
增持
CRM
SALESFORCE INC
-$333.1K
5,414
+1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$325.3K
9,293
+160%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$316.8K
43,870
-8%
减持
TGT
TARGET CORP
-$311.4K
3,804
-27%
减持
WFC
WELLS FARGO CO NEW
-$311.0K
41,014
-12%
减持
PM
PHILIP MORRIS INTL INC
-$308.7K
4,283
-48%
减持
ALL
ALLSTATE CORP
+$306.3K
22,326
-0%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$305.6K
1,895
减持
—
EATON CORP PLC
-$304.7K
3,732
-6%
减持
AGG
ISHARES TR
-$303.7K
7,055
-32%
减持
MAR
MARRIOTT INTL INC NEW
-$302.9K
2,915
-18%
减持
GEV
GE VERNOVA INC
-$302.5K
3,292
-17%
建仓
RGEF
TIDAL TRUST III
+$293.0K
11,557
清仓
TER
TERADYNE INC
-$290.1K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$289.1K
0
-100%
减持
META
META PLATFORMS INC
-$288.4K
28,384
-0%
清仓
DELL
DELL TECHNOLOGIES INC
-$283.6K
0
-100%
建仓
OKE
ONEOK INC NEW
+$276.0K
2,782
清仓
CTAS
CINTAS CORP
-$263.1K
0
-100%
清仓
—
KRONOS BIO INC
-$261.0K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$257.2K
3,530
建仓
SONY
SONY GROUP CORP
+$257.1K
10,125
建仓
EQIX
EQUINIX INC
+$256.0K
314
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$251.4K
2,184
-12%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$249.9K
10,995
+2%
清仓
WAB
WABTEC
-$246.3K
0
-100%
清仓
—
GLOBANT S A
-$245.1K
0
-100%
减持
—
UNILEVER PLC
-$244.2K
27,084
-17%
减持
AFL
AFLAC INC
+$243.8K
36,124
-1%
清仓
EPAM
EPAM SYS INC
-$243.6K
0
-100%
减持
LOW
LOWES COS INC
-$242.7K
15,573
-1%
