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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 7
增持 75
减持 64
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
GVI
ISHARES TR
+$202.3M
1,882,646
减持
SGOV
ISHARES TR
-$171.7M
34,510
-98%
减持
VO
VANGUARD INDEX FDS
-$104.5M
18,114
-95%
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
IVV
ISHARES TR
+$92.3M
2,605,419
-2%
增持
AAPL
APPLE INC
+$31.7M
630,304
+0%
增持
OAKM
HARRIS OAKMARK ETF TRUST
+$20.4M
9,672,111
+4%
减持
GOOGL
ALPHABET INC
+$19.6M
311,582
-2%
减持
NVDA
NVIDIA CORPORATION
+$18.0M
637,180
-0%
增持
VTI
VANGUARD INDEX FDS
+$17.1M
143,357
+45%
减持
GOOG
ALPHABET INC
+$13.1M
224,699
-4%
减持
FISV
FISERV INC
-$10.6M
199,771
-5%
增持
BKNG
BOOKING HOLDINGS INC
+$10.3M
2,153
+816%
增持
MSFT
MICROSOFT CORP
+$9.3M
324,861
+2%
减持
NVO
NOVO-NORDISK A S
-$8.1M
120,569
-44%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.8M
123,875
+5%
增持
TJX
TJX COS INC NEW
+$7.4M
264,325
+6%
减持
PG
PROCTER AND GAMBLE CO
-$7.1M
207,859
-15%
增持
HD
HOME DEPOT INC
+$6.8M
153,476
+2%
增持
VOO
VANGUARD INDEX FDS
+$6.4M
103,935
+3%
减持
MUB
ISHARES TR
-$6.2M
1,222,478
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$6.1M
91,351
+3%
减持
SPYX
SPDR SERIES TRUST
+$5.8M
2,442,124
-3%
减持
JNJ
JOHNSON & JOHNSON
+$5.5M
190,125
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.4M
514,382
+15%
增持
META
META PLATFORMS INC
+$4.8M
36,655
+22%
减持
DIS
DISNEY WALT CO
-$4.5M
85,351
-26%
增持
WMT
WALMART INC
+$4.4M
382,345
+7%
增持
KO
COCA COLA CO
+$3.9M
116,589
+113%
增持
ABBV
ABBVIE INC
+$3.8M
77,939
+1%
减持
ATR
APTARGROUP INC
-$3.7M
74,595
-15%
增持
JPM
JPMORGAN CHASE & CO.
+$3.7M
128,783
+1%
增持
LLY
ELI LILLY & CO
+$3.6M
44,059
+15%
减持
PGR
PROGRESSIVE CORP
-$3.5M
65,555
-11%
建仓
VMC
VULCAN MATLS CO
+$3.3M
10,797
减持
BILS
SPDR SERIES TRUST
-$3.1M
89,070
-26%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
70,332
+5%
减持
—
ALCON AG
-$2.3M
101,151
-10%
增持
IAU
ISHARES GOLD TR
+$2.3M
39,324
+313%
增持
IWF
ISHARES TR
+$2.2M
40,420
+3%
减持
MRSH
MARSH & MCLENNAN COS INC
-$2.1M
121,790
-0%
增持
AVGO
BROADCOM INC
+$2.1M
33,936
+3%
增持
GLD
SPDR GOLD TR
+$2.0M
39,301
+0%
增持
TSLA
TESLA INC
+$2.0M
14,386
+4%
减持
DHR
DANAHER CORPORATION
-$1.9M
41,508
-19%
减持
ORCL
ORACLE CORP
+$1.9M
31,440
-1%
增持
SGOL
ETFS GOLD TR
+$1.8M
306,042
+2%
建仓
VTES
VANGUARD WELLINGTON FD
+$1.8M
17,663
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$1.7M
21,835
减持
CNI
CANADIAN NATL RY CO
-$1.7M
139,182
-3%
增持
ABT
ABBOTT LABS
+$1.7M
279,957
+6%
增持
QQQ
INVESCO QQQ TR
+$1.7M
25,103
+4%
增持
IEFA
ISHARES TR
+$1.6M
44,427
+65%
增持
IEMG
ISHARES INC
+$1.6M
40,154
+130%
减持
V
VISA INC
-$1.6M
103,540
-0%
减持
IJR
ISHARES TR
-$1.6M
43,627
-29%
增持
AGG
ISHARES TR
+$1.5M
21,677
+222%
减持
TYL
TYLER TECHNOLOGIES INC
-$1.5M
12,157
-8%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
52,293
+4%
增持
—
LINDE PLC
+$1.4M
39,196
+7%
增持
VXF
VANGUARD INDEX FDS
+$1.4M
13,066
+84%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.3M
59,616
-14%
增持
CAT
CATERPILLAR INC
+$1.2M
10,996
+6%
增持
AMZN
AMAZON COM INC
+$1.2M
469,359
+1%
减持
MSCI
MSCI INC
-$1.2M
27,290
-5%
减持
PEP
PEPSICO INC
-$1.1M
111,008
-12%
减持
BIL
SPDR SERIES TRUST
-$1.1M
21,021
-37%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.1M
20,753
+268%
增持
QCOM
QUALCOMM INC
+$1.1M
20,417
+39%
增持
GE
GE AEROSPACE
+$991.9K
20,439
+2%
减持
KDP
KEURIG DR PEPPER INC
-$965.2K
35,187
-38%
增持
AMAT
APPLIED MATLS INC
+$893.6K
26,849
+7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$876.6K
87,381
+1%
增持
CVX
CHEVRON CORP NEW
+$863.8K
31,469
+12%
增持
IVW
ISHARES TR
+$845.7K
29,073
+20%
增持
WCN
WASTE CONNECTIONS INC
-$797.9K
113,334
+2%
增持
—
EXXON MOBIL CORP
+$761.6K
119,722
+1%
增持
RTX
RTX CORPORATION
+$745.5K
29,700
+3%
增持
ADBE
ADOBE INC
-$720.5K
62,632
+6%
增持
SCHP
SCHWAB STRATEGIC TR
+$712.7K
26,490
+57487%
增持
PANW
PALO ALTO NETWORKS INC
+$696.2K
16,437
+27%
减持
UNH
UNITEDHEALTH GROUP INC
-$692.7K
9,113
-26%
减持
EW
EDWARDS LIFESCIENCES CORP
-$688.6K
112,329
-7%
增持
TLT
ISHARES TR
+$682.7K
8,145
+1488%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$663.8K
12,255
+202%
减持
INTC
INTEL CORP
+$662.4K
77,662
-10%
减持
—
ACCENTURE PLC IRELAND
-$660.6K
12,205
-1%
减持
SPGI
S&P GLOBAL INC
-$616.9K
13,018
-1%
清仓
FXE
INVESCO CURRENCYSHARES EURO
-$600.8K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$588.8K
47,194
-0%
减持
AMP
AMERIPRISE FINL INC
-$567.6K
13,325
-0%
减持
HON
HONEYWELL INTL INC
-$558.5K
15,538
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$557.1K
50,559
-0%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$541.5K
276,489
-7%
减持
UNP
UNION PAC CORP
-$537.6K
17,020
-14%
增持
MRK
MERCK & CO INC
+$511.8K
84,919
+2%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$506.1K
42,584
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$500.9K
6,134
-19%
减持
EMR
EMERSON ELEC CO
-$499.9K
83,239
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$498.9K
11,831
-8%
增持
GEV
GE VERNOVA INC
+$495.6K
4,977
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$490.2K
3,552
+8%
减持
IJH
ISHARES TR
+$489.3K
183,491
-1%
建仓
CTAS
CINTAS CORP
+$482.8K
2,352
增持
VNQ
VANGUARD INDEX FDS
+$477.2K
20,518
+31%
减持
LRCX
LAM RESEARCH CORP
+$464.8K
12,739
-0%
增持
—
EATON CORP PLC
+$451.1K
4,813
+27%
减持
NKE
NIKE INC
-$447.8K
17,925
-25%
减持
AMGN
AMGEN INC
-$443.9K
14,482
-11%
减持
TM
TOYOTA MOTOR CORP
-$440.7K
1,719
-62%
减持
VUG
VANGUARD INDEX FDS
+$439.7K
12,527
-1%
增持
NFLX
NETFLIX INC
+$424.6K
3,333
+25%
增持
VV
VANGUARD INDEX FDS
+$424.0K
4,883
+29%
增持
ALL
ALLSTATE CORP
+$419.1K
20,368
+4%
减持
ECL
ECOLAB INC
-$404.4K
33,720
-6%
增持
EOG
EOG RES INC
-$374.5K
78,884
+2%
减持
PAR
PAR TECHNOLOGY CORP
-$371.0K
11,361
-4%
减持
DE
DEERE & CO
-$364.6K
6,622
-1%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$364.3K
14,180
+14%
增持
NOW
SERVICENOW INC
+$360.5K
1,176
+68%
清仓
—
TOTALENERGIES SE
-$359.7K
0
-100%
建仓
WDAY
WORKDAY INC
+$359.4K
1,493
减持
CVS
CVS HEALTH CORP
-$358.0K
10,829
-36%
减持
PWR
QUANTA SVCS INC
+$357.0K
25,898
-6%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$352.2K
3,991
-7%
增持
MPC
MARATHON PETE CORP
+$348.8K
11,846
+2%
增持
KMB
KIMBERLY-CLARK CORP
+$347.6K
4,662
+159%
减持
CSCO
CISCO SYS INC
-$343.0K
101,180
-3%
增持
AFL
AFLAC INC
+$330.8K
35,873
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$330.3K
4,755
+54%
减持
MS
MORGAN STANLEY
+$330.1K
18,485
-0%
增持
SYK
STRYKER CORPORATION
+$325.3K
11,061
+16%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$322.4K
16
-6%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$321.3K
13,134
-2%
减持
COP
CONOCOPHILLIPS
+$320.3K
68,269
-0%
增持
GLDM
WORLD GOLD TR
+$318.2K
26,425
+2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$315.6K
22,416
+5%
增持
MMM
3M CO
+$313.7K
22,909
+8%
增持
PH
PARKER-HANNIFIN CORP
+$298.5K
2,076
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$298.5K
13,676
+13%
建仓
CTVA
CORTEVA INC
+$296.4K
4,383
增持
BAC
BANK AMERICA CORP
+$293.0K
62,253
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$288.7K
42,994
+3%
减持
MCD
MCDONALDS CORP
+$280.1K
24,222
-0%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$279.6K
0
-100%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$279.6K
3,876
+423%
增持
RBRK
RUBRIK INC.
+$255.2K
6,700
+103%
减持
BLK
BLACKROCK INC
+$250.4K
2,345
-1%
清仓
VOT
VANGUARD INDEX FDS
-$247.4K
0
-100%
增持
IDXX
IDEXX LABS INC
+$246.3K
2,381
+0%
减持
TXN
TEXAS INSTRS INC
-$244.2K
9,316
-1%
