LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
BOSTON MA · SEC CIK 0000932974
$100.34亿2026Q1 申报市值
560持仓数
49.2%前十大占比 · 第一大 9.1%
44 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BKNG 加仓+$5,708.35万
INTU 加仓+$2,499.18万
LLY 加仓+$2,429.94万
NVDA 加仓+$1,443.15万
SNPS 加仓+$1,137.18万
2026Q1 卖出最多 按季末市值估算
ADBE 减仓-$3,747.22万
GOOGL 减仓-$2,700.09万
ROP 减仓-$1,721.91万
AMT 减仓-$1,294.94万
REGN 减仓-$1,089.23万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PCG | PG&E CORP | $2.33万 | 0.00% | 1,258 | 1,258 | — | $2.33万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $2.36万 | 0.00% | 799 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE GROUP | $2.36万 | 0.00% | 147 | 147 | — | $2.36万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS, INC. | $2.37万 | 0.00% | 120 | 120 | — | $2.37万 | 新建仓 |
| VSTM | VERASTEM INC | $2.39万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| CDZI | CADIZ INC | $2.48万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $2.53万 | 0.00% | 403 | 403 | — | $2.53万 | 新建仓 |
| IBB | ISHARES | $2.54万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RESOURCES CORP | $2.55万 | 0.00% | 105 | 105 | — | $2.55万 | 新建仓 |
| STLD | STEEL DYNAMICS, INC. | $2.55万 | 0.00% | 134 | 134 | — | $2.55万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS | $2.65万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC | $2.72万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.78万 | 0.00% | 494 | 0 | 0.0% | — | 不变 |
| JBL | JABIL CIRCUIT INC | $2.82万 | 0.00% | 94 | 94 | — | $2.82万 | 新建仓 |
| AAXJ | ISHARES | $2.83万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $2.86万 | 0.00% | 161 | 161 | — | $2.86万 | 新建仓 |
| NTAP | NETAPP INC | $2.88万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $2.89万 | 0.00% | 1,203 | -161 | -11.8% | -$3,869 | 减仓 |
| PEO | ADAMS NATURAL RESOURCES FUND INC | $2.92万 | 0.00% | 1,108 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORPORATION | $2.95万 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $2.95万 | 0.00% | 1,803 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2.95万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SLB | SCHLUMBERGER LTD | $2.96万 | 0.00% | 571 | 571 | — | $2.96万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $3.06万 | 0.00% | 135 | 135 | — | $3.06万 | 新建仓 |
| PGC | PEAPACK-GLADSTONE FINANCIAL | $3.22万 | 0.00% | 840 | 840 | — | $3.22万 | 新建仓 |
| — | OCCIDENTAL PETROLEUM CORP | $3.26万 | 0.00% | 905 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS | $3.30万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A | $3.34万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO | $3.39万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3.42万 | 0.00% | 2,540 | -52 | -2.0% | -$700 | 减仓 |
| WMS | ADVANCED DRAINAGE SYSTEMS INC | $3.43万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $3.45万 | 0.00% | 450 | 378 | 525.0% | $2.90万 | 加仓 |
| KIM | KIMCO REALTY CORP | $3.46万 | 0.00% | 1,492 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT PHYSICAL GOLD TRUST | $3.64万 | 0.00% | 1,008 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $3.64万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GENERAL STORE INC | $3.69万 | 0.00% | 50 | -17 | -25.4% | -$1.25万 | 减仓 |
| HAL | HALLIBURTON CO | $3.73万 | 0.00% | 992 | 992 | — | $3.73万 | 新建仓 |
| WELL | WELLTOWER INC | $3.78万 | 0.00% | 182 | 182 | — | $3.78万 | 新建仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $3.84万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $4.02万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.16万 | 0.00% | 325 | 325 | — | $4.16万 | 新建仓 |
| UGI | UGI CORP NEW | $4.18万 | 0.00% | 1,102 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $4.23万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN | $4.23万 | 0.00% | 837 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORPORATION | $4.25万 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $4.25万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR | $4.40万 | 0.00% | 1,310 | 0 | 0.0% | — | 不变 |
| GSK | GLAXOSMITHKLINE PLC ADR | $4.42万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $4.74万 | 0.00% | 1,595 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE | $4.80万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES | $4.84万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $4.86万 | 0.00% | 695 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS HENDERSON | $4.92万 | 0.00% | 1,004 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUS XM | $5.05万 | 0.00% | 2,130 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORPORATION | $5.15万 | 0.00% | 1,134 | -384 | -25.3% | -$1.74万 | 减仓 |
| NVT | NVENT | $5.22万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $5.23万 | 0.00% | 1,907 | 1,907 | — | $5.23万 | 新建仓 |
| AON | AON PLC CLASS A | $5.44万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY | $5.50万 | 0.00% | 1,765 | 25 | 1.4% | $780 | 加仓 |
| ARM | ARM HOLDINGS PLC | $5.58万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATIONAL CORP | $5.65万 | 0.00% | 1,653 | -104 | -5.9% | -$3,557 | 减仓 |
| EEM | ISHARES | $5.67万 | 0.00% | 937 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS | $5.67万 | 0.00% | 405 | 405 | — | $5.67万 | 新建仓 |
| AMTM | AMENTUM | $5.72万 | 0.00% | 2,174 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORPORATION | $5.77万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL INC | $5.81万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $5.85万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| NXT | NEXTRACKER INC CLASS A | $5.90万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $6.38万 | 0.00% | 163 | 28 | 20.7% | $1.10万 | 加仓 |
| EFOR | ASGN INC | $6.44万 | 0.00% | 1,822 | 0 | 0.0% | — | 不变 |
| SHM | SPDR | $6.47万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| XBI | SPDR | $6.47万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES | $6.68万 | 0.00% | 1,271 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC | $6.73万 | 0.00% | 190 | 190 | — | $6.73万 | 新建仓 |
| TW | TRADEWEB MARKETS INC | $6.74万 | 0.00% | 555 | -145 | -20.7% | -$1.76万 | 减仓 |
| COGT | COGENT BIOSCIENCES | $7.27万 | 0.00% | 2,000 | 1,000 | 100.0% | $3.64万 | 加仓 |
| CVS | CVS HEALTH CORP | $7.51万 | 0.00% | 947 | -7,753 | -89.1% | -$61.50万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7.62万 | 0.00% | 1,233 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $7.67万 | 0.00% | 4,423 | 834 | 23.2% | $1.45万 | 加仓 |
| STZ | CONSTELLATION BRANDS CL A | $7.81万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE INC SPONSORED ADR | $7.89万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA ENERGY | $7.91万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $8.50万 | 0.00% | 320 | 320 | — | $8.50万 | 新建仓 |
| DXCM | DEXCOM INC | $8.50万 | 0.00% | 1,328 | -660 | -33.2% | -$4.23万 | 减仓 |
| VST | VISTRA ENERGY CORP | $8.51万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $8.59万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $8.60万 | 0.00% | 1,202 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $8.72万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER (WW) INC | $8.79万 | 0.00% | 75 | -25 | -25.0% | -$2.93万 | 减仓 |
| EFG | ISHARES | $8.87万 | 0.00% | 749 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $8.96万 | 0.00% | 986 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $8.99万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $9.55万 | 0.00% | 400 | 200 | 100.0% | $4.78万 | 加仓 |
| — | EASTERN CO | $9.78万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER | $9.86万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $9.88万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $9.93万 | 0.00% | 1,931 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $10.11万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $10.20万 | 0.00% | 4,097 | 0 | 0.0% | — | 不变 |
| MNRO | MONRO MUFFLER & BRAKE INC | $10.23万 | 0.00% | 6,250 | 0 | 0.0% | — | 不变 |