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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 7
增持 69
减持 70
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IEMG
ISHARES INC
+$194.1M
2,819,485
+7363%
减持
OAKM
HARRIS OAKMARK ETF TRUST
-$88.0M
6,094,109
-32%
减持
MUB
ISHARES TR
-$48.6M
717,755
-38%
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
MSFT
MICROSOFT CORP
-$37.2M
324,686
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$14.2M
3,104,806
+4%
增持
CATH
GLOBAL X FDS
+$11.3M
163,918
+794%
增持
AAPL
APPLE INC
-$11.0M
624,254
+0%
减持
AMZN
AMAZON COM INC
-$10.9M
473,418
-0%
增持
GVI
ISHARES TR
+$10.1M
2,205,187
+5%
增持
IVV
ISHARES TR
+$9.9M
2,576,994
+5%
减持
NVDA
NVIDIA CORPORATION
-$8.6M
641,725
-1%
减持
GOOGL
ALPHABET INC
-$8.4M
297,195
-1%
建仓
IGV
ISHARES TR
+$7.7M
96,468
减持
SPYX
SPDR SERIES TRUST
-$7.7M
2,377,793
-0%
建仓
CEFA
GLOBAL X FDS
+$7.5M
203,136
减持
ADBE
ADOBE INC
-$7.3M
46,217
-13%
减持
HD
HOME DEPOT INC
-$7.3M
131,885
-11%
减持
ABT
ABBOTT LABORATORIES
-$7.1M
304,222
-1%
减持
GOOG
ALPHABET INC
-$6.8M
219,400
-1%
增持
NFLX
NETFLIX INC.
+$6.6M
106,431
+173%
增持
—
EXXON MOBIL CORP
+$6.4M
125,433
+2%
建仓
ACWV
ISHARES INC
+$5.9M
49,288
减持
JNJ
JOHNSON & JOHNSON
+$5.5M
187,559
-4%
减持
V
VISA INC
-$5.2M
105,625
-0%
增持
LLY
ELI LILLY & CO
-$5.1M
50,788
+5%
增持
AVGO
BROADCOM INC
+$4.8M
73,585
+41%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.3M
622,729
+9%
减持
MA
MASTERCARD INCORPORATED
-$4.0M
54,414
-0%
增持
PWR
QUANTA SVCS INC
+$4.0M
29,467
+2%
减持
WMT
WALMART INC
+$3.6M
416,008
-4%
增持
UBER
UBER TECHNOLOGIES INC
+$3.5M
152,261
+67%
增持
—
LINDE PLC
+$3.5M
41,766
+3%
减持
AXP
AMERICAN EXPRESS CO
-$3.2M
47,270
-0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.2M
92,230
-0%
增持
BKNG
BOOKING HOLDINGS INC
-$3.1M
3,368
+4%
增持
KO
COCA COLA CO
+$3.1M
199,716
+15%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$2.9M
133,480
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.7M
46,899
-2%
减持
TJX
TJX COS INC NEW
-$2.5M
249,032
-10%
增持
JPM
JPMORGAN CHASE & CO
+$2.4M
160,833
+15%
减持
IWF
ISHARES TR
-$2.3M
38,072
-3%
增持
AMAT
APPLIED MATLS INC
+$2.3M
25,477
+2%
增持
VTI
VANGUARD INDEX FDS
-$2.1M
169,996
+1%
增持
MRK
MERCK & CO INC
+$1.9M
102,005
+4%
减持
WCN
WASTE CONNECTIONS INC
-$1.8M
105,864
-3%
增持
META
META PLATFORMS INC
-$1.7M
46,325
+8%
减持
—
ALCON AG
-$1.7M
49,519
-28%
减持
FISV
FISERV INC
-$1.7M
15,105
-60%
增持
PGR
PROGRESSIVE CORP
-$1.7M
64,118
+1%
减持
IQV
IQVIA HLDGS INC
-$1.7M
3,838
-63%
减持
SPGI
S&P GLOBAL INC
-$1.6M
11,842
-7%
增持
VB
VANGUARD INDEX FDS
+$1.6M
10,744
+136%
增持
DHR
DANAHER CORP DEL
-$1.6M
43,016
+1%
减持
MSCI
MSCI INC
-$1.6M
26,739
-4%
增持
SEB
SEABOARD CORP DEL
+$1.5M
361
+214%
增持
IAU
ISHARES GOLD TR
+$1.5M
53,409
+36%
减持
COP
CONOCOPHILLIPS
+$1.5M
52,908
-10%
增持
MRSH
MARSH & MCLENNAN COS INC
-$1.5M
121,874
+0%
减持
EW
EDWARDS LIFESCIENCES CORP
-$1.4M
97,061
-10%
减持
TYL
TYLER TECHNOLOGIES INC
-$1.4M
9,384
-7%
减持
TSLA
TESLA INC
-$1.4M
12,591
-6%
增持
CAT
CATERPILLAR INC
+$1.3M
9,446
+1%
增持
DIS
DISNEY WALT CO
-$1.3M
80,358
+1%
减持
PG
PROCTER & GAMBLE CO
-$1.2M
150,060
-6%
增持
SHY
ISHARES TR
+$1.2M
24,232
+159%
增持
MPC
MARATHON PETE CORP
+$1.2M
12,870
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
67,648
+1%
增持
RTX
RTX CORPORATION
+$1.2M
35,044
+16%
减持
VNT
VONTIER CORPORATION
-$1.2M
45,817
-40%
减持
QCOM
QUALCOMM INC
-$1.2M
7,452
-41%
减持
GEV
GE VERNOVA INC
+$1.1M
5,240
-0%
增持
VSGX
VANGUARD WORLD FD
+$1.1M
25,267
+156%
减持
ATR
APTARGROUP INC
-$1.1M
30,753
-24%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.1M
98,733
+11%
减持
BILS
SPDR SERIES TRUST
-$1.0M
67,021
-14%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.0M
43,206
-11%
增持
C
CITIGROUP INC
+$1.0M
18,487
+101%
减持
—
ACCENTURE PLC IRELAND
-$1.0M
11,348
-7%
增持
VOO
VANGUARD INDEX FDS
-$992.5K
45,552
+1%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$988.8K
37,282
-6%
增持
DE
DEERE & CO
+$979.9K
6,082
+16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$979.1K
10,207
-1%
减持
VUG
VANGUARD INDEX FDS
-$954.9K
11,590
-6%
建仓
—
ASTRAZENECA PLC
+$923.1K
4,687
减持
GIS
GENERAL MILLS INC
-$917.5K
94,316
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$914.9K
20,136
+3%
增持
BP
BP PLC
+$881.8K
67,697
+2%
减持
PEP
PEPSICO INC
+$866.0K
102,100
-2%
减持
NVO
NOVO-NORDISK A S
-$860.8K
26,725
-26%
增持
MU
MICRON TECHNOLOGY INC
+$837.5K
5,599
+52%
减持
SGOL
ETFS GOLD TR
+$836.3K
337,644
-3%
清仓
AKRE
PROFESIONALLY MANAGED PORTFO
-$834.1K
0
-100%
增持
VMC
VULCAN MATLS CO
+$815.3K
33,102
+15%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$814.4K
27,399
+121%
清仓
—
ASTRAZENECA PLC
-$798.2K
0
-100%
减持
CVX
CHEVRON CORPORATION
+$761.0K
29,120
-16%
增持
NEM
NEWMONT CORP
+$751.3K
53,905
+6%
减持
BX
BLACKSTONE INC
-$730.5K
9,900
-18%
减持
BIL
SPDR SERIES TRUST
-$727.6K
9,541
-46%
减持
AMP
AMERIPRISE FINL INC
-$719.9K
13,001
-2%
建仓
VLO
VALERO ENERGY CORP
+$691.6K
2,799
增持
VCEB
VANGUARD WORLD FD
+$678.7K
18,075
+152%
增持
IAUM
ISHARES GOLD TR
+$674.9K
53,698
+26%
减持
MMM
3M CO
-$661.2K
24,915
-7%
减持
BITB
BITWISE BITCOIN ETF TR
-$655.9K
11,526
-49%
减持
CRM
SALESFORCE INC
-$646.7K
6,139
-9%
减持
ECL
ECOLAB INC
-$626.3K
29,519
-9%
增持
INTC
INTEL CORP
+$617.8K
73,250
+3%
减持
Q
QNITY ELECTRONICS INC
+$578.2K
17,627
-1%
减持
GE
GE AEROSPACE
-$577.2K
21,215
-1%
增持
IEFA
ISHARES TR
+$574.5K
50,291
+13%
减持
IVW
ISHARES TR
-$568.2K
26,438
-8%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$562.6K
13,648
+2%
减持
PANW
PALO ALTO NETWORKS INC
-$551.9K
16,235
-5%
增持
INTU
INTUIT
-$551.5K
2,562
+2%
增持
CTVA
CORTEVA INC
+$544.2K
30,895
+1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$532.0K
9,556
-8%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$530.8K
98,845
+0%
增持
UNP
UNION PAC CORP
+$529.4K
16,347
+10%
增持
WFC
WELLS FARGO & CO
-$523.3K
40,318
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$519.3K
49,254
-3%
减持
NEE
NEXTERA ENERGY INC
+$519.1K
42,699
-1%
减持
KKR
KKR & CO INC
-$506.9K
13,761
-1%
增持
SLB
SLB LIMITED
+$494.9K
36,698
+1%
清仓
LION
LIONSGATE STUDIOS CORP
-$490.5K
0
-100%
增持
EFA
ISHARES TR
+$482.9K
53,681
+9%
增持
WMB
WILLIAMS COS INC
+$452.2K
34,914
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$426.4K
32,107
-3%
减持
EMR
EMERSON ELEC CO
-$425.5K
76,652
-3%
增持
USMV
ISHARES TR
+$423.6K
65,915
+9%
清仓
OEF
ISHARES TR
-$423.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$400.9K
7,307
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$397.5K
23,960
+27%
增持
KLAC
KLA CORP
+$394.8K
1,133
+8%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$393.0K
2,090
+0%
减持
PFE
PFIZER INC
+$386.2K
144,007
-2%
减持
GLD
SPDR GOLD TR
+$385.6K
37,066
-6%
增持
HON
HONEYWELL INTL INC
+$383.9K
11,198
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$380.5K
46,150
+3%
增持
MS
MORGAN STANLEY
+$379.2K
23,523
+20%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$373.6K
3,632
-5%
建仓
XLE
SELECT SECTOR SPDR TR
+$372.4K
6,079
增持
DOV
DOVER CORP
+$371.6K
9,254
+16%
增持
CMCSA
COMCAST CORP NEW
+$369.4K
40,052
+53%
减持
NVS
NOVARTIS AG
+$363.4K
30,492
-2%
增持
—
ASML HLDG NV
+$360.9K
1,148
+6%
增持
COF
CAPITAL ONE FINL CORP
-$356.5K
6,692
+3%
建仓
DOW
DOW HLDGS INC
+$355.7K
8,541
减持
VXUS
VANGUARD STAR FDS
+$350.8K
286,869
-1%
减持
LRCX
LAM RESEARCH CORP
+$349.3K
12,088
-7%
