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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 13
增持 76
减持 55
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
OAKM
HARRIS OAKMARK ETF TRUST
+$238.6M
9,292,332
减持
IVV
ISHARES TR
+$99.4M
2,659,916
-4%
增持
SGOV
ISHARES TR
+$96.3M
1,739,491
+122%
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
+$43.0M
319,501
+3%
减持
IJR
ISHARES TR
-$40.8M
61,644
-86%
减持
NVDA
NVIDIA CORPORATION
+$27.2M
638,727
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$22.9M
12,307
-76%
增持
AMZN
AMAZON COM INC
+$16.0M
464,220
+3%
减持
SPYX
SPDR SERIES TRUST
+$11.5M
2,516,995
-1%
增持
GOOGL
ALPHABET INC
+$8.6M
318,759
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.3M
12,922
-52%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$8.0M
118,386
+5%
增持
VOO
VANGUARD INDEX FDS
+$7.6M
100,813
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.1M
446,398
+24%
增持
PWR
QUANTA SVCS INC
+$7.0M
27,443
+109%
增持
GOOG
ALPHABET INC
+$7.0M
234,466
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$6.9M
127,335
+4%
增持
ADBE
ADOBE INC
+$6.7M
58,969
+40%
增持
WMT
WALMART INC
+$5.9M
358,010
+8%
增持
META
META PLATFORMS INC
+$5.8M
29,999
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$5.1M
88,550
-0%
增持
ABT
ABBOTT LABS
+$5.0M
263,126
+13%
增持
FISV
FISERV INC
-$4.5M
210,788
+14%
增持
AVGO
BROADCOM INC
+$4.3M
33,090
+14%
增持
LLY
ELI LILLY & CO
+$4.1M
38,457
+23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.9M
66,841
-2%
减持
PEP
PEPSICO INC
-$3.5M
126,573
-6%
增持
IWF
ISHARES TR
+$3.4M
39,380
+7%
增持
VTI
VANGUARD INDEX FDS
+$3.4M
98,561
+2%
增持
AAPL
APPLE INC
-$3.2M
627,653
+6%
减持
KDP
KEURIG DR PEPPER INC
-$3.1M
56,345
-61%
建仓
SUB
ISHARES TR
+$3.1M
28,825
增持
ORCL
ORACLE CORP
+$2.7M
31,854
+4%
增持
HD
HOME DEPOT INC
+$2.7M
150,980
+5%
减持
VO
VANGUARD INDEX FDS
+$2.6M
392,534
-5%
增持
MSCI
MSCI INC
+$2.5M
28,869
+16%
增持
QQQ
INVESCO QQQ TR
+$2.5M
24,235
+4%
增持
GE
GE AEROSPACE
+$2.4M
20,034
+46%
减持
AXP
AMERICAN EXPRESS CO
+$2.2M
47,298
-1%
增持
NVO
NOVO-NORDISK A S
+$2.2M
213,786
+18%
增持
JNJ
JOHNSON & JOHNSON
-$1.7M
194,977
+3%
减持
EMR
EMERSON ELEC CO
+$1.6M
85,646
-4%
增持
GEV
GE VERNOVA INC
+$1.6M
4,847
+47%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.5M
7,604
-48%
增持
—
LINDE PLC
+$1.5M
36,732
+9%
增持
CAT
CATERPILLAR INC
+$1.5M
10,329
+34%
增持
PG
PROCTER AND GAMBLE CO
-$1.4M
244,811
+3%
减持
NKE
NIKE INC
-$1.3M
23,898
-50%
增持
SGOL
ETFS GOLD TR
+$1.3M
299,841
+10%
增持
MS
MORGAN STANLEY
+$1.3M
18,517
+68%
减持
CVX
CHEVRON CORP NEW
-$1.3M
28,096
-12%
减持
VBR
VANGUARD INDEX FDS
-$1.3M
19,847
-28%
增持
COF
CAPITAL ONE FINL CORP
+$1.2M
7,781
+243%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$1.2M
94,734
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.2M
86,870
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
12,078
+24%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.1M
69,564
-12%
清仓
—
DISCOVER FINL SVCS
-$1.1M
0
-100%
减持
BIL
SPDR SERIES TRUST
-$1.1M
33,141
-26%
增持
IJH
ISHARES TR
+$1.1M
185,187
+4%
减持
COP
CONOCOPHILLIPS
-$1.1M
68,390
-0%
建仓
IQLT
ISHARES TR
+$1.1M
24,505
增持
PANW
PALO ALTO NETWORKS INC
+$1.1M
12,953
+38%
建仓
IAUM
ISHARES GOLD TR
+$1.0M
30,932
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$978.6K
296,270
-1%
减持
EOG
EOG RES INC
-$965.2K
77,075
-3%
建仓
—
RENAISSANCERE HLDGS LTD
+$962.1K
3,961
增持
VXF
VANGUARD INDEX FDS
+$962.0K
7,098
+201%
减持
NFLX
NETFLIX INC
+$959.3K
2,667
-5%
减持
—
ALCON AG
-$949.8K
111,933
-2%
减持
AMAT
APPLIED MATLS INC
+$927.2K
25,146
-1%
增持
PGR
PROGRESSIVE CORP
+$901.8K
73,748
+11%
增持
—
EXXON MOBIL CORP
-$891.7K
118,155
+3%
增持
—
CHUBB LIMITED
+$887.5K
6,844
+89%
增持
MA
MASTERCARD INCORPORATED
+$842.3K
50,321
+1%
减持
PAR
PAR TECHNOLOGY CORP
-$767.9K
11,830
-54%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$759.8K
50,584
+2%
增持
GLD
SPDR GOLD TR
+$741.9K
39,271
+1%
增持
TJX
TJX COS INC NEW
+$713.3K
249,337
+1%
增持
GIS
GENERAL MLS INC
-$711.0K
91,121
+0%
减持
GILD
GILEAD SCIENCES INC
-$703.2K
3,570
-64%
增持
ECL
ECOLAB INC
+$702.6K
35,774
+1%
减持
VUG
VANGUARD INDEX FDS
+$697.5K
12,702
-3%
增持
ITW
ILLINOIS TOOL WKS INC
+$681.6K
12,010
+30%
减持
ALL
ALLSTATE CORP
-$670.1K
19,636
-12%
减持
DHR
DANAHER CORPORATION
-$628.0K
51,233
-2%
减持
TSLA
TESLA INC
+$620.2K
13,889
-5%
建仓
PCAR
PACCAR INC
+$603.6K
6,349
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$603.4K
46,884
+3%
建仓
FXE
INVESCO CURRENCYSHARES EURO
+$600.8K
5,523
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$588.3K
12,445
+4%
增持
MMM
3M CO
+$585.1K
21,291
+18%
减持
HON
HONEYWELL INTL INC
-$583.3K
16,443
-21%
增持
V
VISA INC
+$547.1K
104,002
+0%
增持
COST
COSTCO WHSL CORP NEW
+$531.9K
9,603
+1%
减持
NEE
NEXTERA ENERGY INC
-$527.2K
47,023
-12%
减持
CNI
CANADIAN NATL RY CO
+$524.6K
142,766
-3%
增持
IWP
ISHARES TR
+$494.9K
10,143
+31%
增持
XLI
SELECT SECTOR SPDR TR
+$470.8K
25,074
+2%
减持
KO
COCA COLA CO
-$467.4K
54,793
-10%
增持
TM
TOYOTA MOTOR CORP
+$466.4K
4,465
+160%
增持
VST
VISTRA CORP
+$464.5K
6,020
+1%
减持
ADI
ANALOG DEVICES INC
+$439.3K
13,239
-2%
增持
PNC
PNC FINL SVCS GROUP INC
+$437.9K
10,665
+21%
减持
EW
EDWARDS LIFESCIENCES CORP
+$434.3K
120,501
-3%
减持
IWS
ISHARES TR
-$429.5K
295
-92%
减持
BILS
SPDR SERIES TRUST
-$426.9K
120,750
-3%
减持
—
ACCENTURE PLC IRELAND
-$415.5K
12,280
-6%
增持
IEFA
ISHARES TR
+$411.9K
26,983
+11%
减持
GS
GOLDMAN SACHS GROUP INC
+$408.9K
3,304
-6%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$408.3K
5,750
-30%
增持
RTX
RTX CORPORATION
+$407.2K
28,929
+0%
增持
IOT
SAMSARA INC
+$395.3K
21,285
+81%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$385.5K
17
+6%
增持
WFC
WELLS FARGO CO NEW
+$381.9K
41,517
+1%
增持
TRV
TRAVELERS COMPANIES INC
+$380.2K
9,241
+17%
增持
CEG
CONSTELLATION ENERGY CORP
+$380.0K
2,421
+22%
清仓
GGG
GRACO INC
-$374.6K
0
-100%
建仓
IGSB
ISHARES TR
+$370.1K
7,015
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$367.9K
1,828
-14%
建仓
—
TOTALENERGIES SE
+$359.7K
5,859
清仓
REGN
REGENERON PHARMACEUTICALS
-$355.8K
0
-100%
减持
IVW
ISHARES TR
+$353.7K
24,196
-3%
增持
PFE
PFIZER INC
+$345.9K
139,907
+16%
减持
AFL
AFLAC INC
-$340.4K
34,859
-4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$339.8K
2,493
增持
—
EATON CORP PLC
+$335.7K
3,782
+1%
减持
INTU
INTUIT
+$333.7K
2,318
-5%
增持
BKNG
BOOKING HOLDINGS INC
+$333.1K
235
+5%
减持
AMP
AMERIPRISE FINL INC
+$332.1K
13,328
-5%
减持
SCHW
SCHWAB CHARLES CORP
+$325.4K
34,475
-4%
增持
APD
AIR PRODS & CHEMS INC
+$322.5K
7,235
+24%
减持
UNP
UNION PAC CORP
-$319.1K
19,822
-4%
减持
VNT
VONTIER CORPORATION
+$318.4K
91,719
-2%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$314.1K
4,053
减持
ATR
APTARGROUP INC
-$310.9K
87,528
-7%
增持
XLV
SELECT SECTOR SPDR TR
-$310.8K
35,248
+2%
减持
LRCX
LAM RESEARCH CORP
+$310.4K
12,749
-0%
清仓
AX
AXOS FINANCIAL INC
-$307.1K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$306.7K
4,957
+8%
建仓
RBRK
RUBRIK INC.
+$295.9K
3,303
清仓
FTV
FORTIVE CORP
-$291.8K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$289.3K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$285.9K
3,028
-44%
建仓
IVLU
ISHARES TR
+$281.3K
8,552
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$276.6K
18,878
+1%
减持
IDXX
IDEXX LABS INC
+$275.8K
2,377
-0%
增持
C
CITIGROUP INC
+$274.2K
9,882
+24%
减持
BAC
BANK AMERICA CORP
+$272.4K
61,678
-3%
增持
SPGI
S&P GLOBAL INC
+$265.2K
13,186
+0%
