13F 机构持仓

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

BOSTON MA · SEC CIK 0000932974

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$103.03亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOGL 9.1%
MA 6.9%
MSFT 6.8%
AMZN 5.3%
SYK 3.9%
AAPL 3.7%
INTU 3.5%
NVDA 3.4%
TJX 3.4%
DHR 3.1%

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
AJG GALLAGHER (ARTHUR J) $10.36万0.00%485 19064.4% $4.06万 加仓
IEMG ISHARES $10.37万0.00%1,397 00.0% — 不变
GM GENERAL MOTORS CO $10.39万0.00%1,360 -100-6.8% -$7,642 减仓
SBR SABINE ROYALTY TRUST $10.89万0.00%1,437 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $10.97万0.00%7,107 00.0% — 不变
WDC WESTERN DIGITAL CORP $11.09万0.00%323 323— $11.09万 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES INC $11.20万0.00%1,530 -52-3.3% -$3,805 减仓
— UNITED BANCORP INC $11.22万0.00%6,917 00.0% — 不变
TD TORONTO-DOMINION BANK $11.26万0.00%1,118 00.0% — 不变
IXUS ISHARES $11.26万0.00%1,233 00.0% — 不变
VWO VANGUARD $11.27万0.00%1,986 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $11.31万0.00%7,831 -1,338-14.6% -$1.93万 减仓
CW CURTISS-WRIGHT CORPORATION $11.39万0.00%157 -10-6.0% -$7,257 减仓
ALL ALLSTATE INSURANCE $11.41万0.00%541 9120.2% $1.92万 加仓
EL ESTEE LAUDER COMPANIES $11.45万0.00%1,575 00.0% — 不变
SHOP SHOPIFY INC $11.63万0.00%1,050 -11,320-91.5% -$125.41万 减仓
CSX CSX CORP $12.04万0.00%2,850 -170-5.6% -$7,181 减仓
ATR APTARGROUP INC $12.10万0.00%920 00.0% — 不变
TTE TOTAL ENERGIES SE $12.30万0.00%1,334 1,334— $12.30万 新建仓
ESGU ISHARES $12.34万0.00%837 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $12.46万0.00%435 -25-5.4% -$7,163 减仓
FDX FEDEX CORP $12.53万0.00%335 00.0% — 不变
MMYT MAKEMYTRIP LTD $12.56万0.00%3,075 -640-17.2% -$2.61万 减仓
VRSN VERISIGN $12.99万0.00%500 00.0% — 不变
SOLS SOLSTICE ADVANCED MATERIALS INC $13.08万0.00%1,596 -472-22.8% -$3.87万 减仓
CHKP CHECK POINT SOFTWARE TECH LTD $13.12万0.00%970 00.0% — 不变
ARKW ARK $13.41万0.00%1,086 00.0% — 不变
CAR AVIS BUDGET GROUP INC $13.50万0.00%450 00.0% — 不变
AVY AVERY DENNISON CORP $13.97万0.00%816 00.0% — 不变
XEL XCEL ENERGY INC COM $14.00万0.00%1,700 00.0% — 不变
CINF CINCINNATI FINANCIAL CORP $14.42万0.00%895 -165-15.6% -$2.66万 减仓
BTI BRITISH AMERICAN TOBACCO $14.56万0.00%2,475 00.0% — 不变
IWP ISHARES $14.63万0.00%1,122 00.0% — 不变
MTUS METALLUS INC $14.78万0.00%8,333 00.0% — 不变
ARKK ARK $14.83万0.00%2,140 -103-4.6% -$7,137 减仓
TWLO TWILIO INC $15.24万0.00%1,295 00.0% — 不变
WAT WATERS CORP $15.36万0.00%480 480— $15.36万 新建仓
TRP TC ENERGY CORPORATION $15.67万0.00%2,455 00.0% — 不变
PWR QUANTA $15.80万0.00%270 270— $15.80万 新建仓
HPQ HP INC $15.81万0.00%8,657 -194-2.2% -$3,542 减仓
UBER UBER TECHNOLOGIES INC $15.85万0.00%2,249 00.0% — 不变
IWR ISHARES $15.89万0.00%1,579 00.0% — 不变
VGIT VANGUARD $15.90万0.00%2,676 00.0% — 不变
KDP KEURIG DR PEPPER INC $15.94万0.00%6,000 00.0% — 不变
BBT BEACON FINANCIAL CORP $16.01万0.00%5,031 00.0% — 不变
COR CENCORA INC $16.04万0.00%500 00.0% — 不变
USB US BANCORP $16.40万0.00%2,947 2127.8% $1.18万 加仓
HUBB HUBBELL INC $16.67万0.00%311 -70-18.4% -$3.75万 减仓
HIG HARTFORD INSURANCE GROUP INC $16.74万0.00%1,220 00.0% — 不变
ULS UL SOLUTIONS INC CL A $16.86万0.00%2,000 00.0% — 不变
NUE NUCOR CORP $16.96万0.00%911 711355.5% $13.23万 加仓
XLE STATE STREET $17.08万0.00%3,000 00.0% — 不变
VGT VANGUARD $17.10万0.00%230 00.0% — 不变
NEM NEWMONT MINING CORP $17.11万0.00%1,415 31028.1% $3.75万 加仓
TEAM ATLASSIAN CORP CLASS A $17.14万0.00%3,000 -38-1.3% -$2,172 减仓
VCR VANGUARD $17.29万0.00%462 00.0% — 不变
DISV DIMENSIONAL $17.62万0.00%6,060 00.0% — 不变
AZO AUTOZONE INC $17.84万0.00%52 -10-16.1% -$3.43万 减仓
CP CANADIAN PACIFIC KANSAS CITY LTD $18.05万0.00%2,237 00.0% — 不变
DBEU XTRACKERS $18.24万0.00%3,600 00.0% — 不变
NTRS NORTHERN TRUST CORP $18.27万0.00%1,200 00.0% — 不变
DVN DEVON ENERGY CORP NEW $18.33万0.00%3,835 00.0% — 不变
ADSK AUTODESK INC $19.01万0.00%870 -350-28.7% -$7.65万 减仓
KNSL KINSALE CAP GROUP $19.16万0.00%550 00.0% — 不变
RRC RANGE RES CORP $20.05万0.00%4,680 00.0% — 不变
IBDT ISHARES $20.23万0.00%8,000 00.0% — 不变
D DOMINION ENERGY INC $20.26万0.00%3,155 00.0% — 不变
PODD INSULET CORP $20.28万0.00%1,030 -37-3.5% -$7,286 减仓
EBAY EBAY INC $20.42万0.00%2,140 00.0% — 不变
IJT ISHARES $20.50万0.00%1,340 00.0% — 不变
TRV THE TRAVELERS COMPANIES $21.70万0.00%730 304.3% $8,918 加仓
OKE ONEOK INC (NEW) $21.77万0.00%2,525 00.0% — 不变
ETN EATON CORP $22.25万0.00%552 122.2% $4,836 加仓
F FORD MOTOR CO $22.38万0.00%18,452 1,4978.8% $1.82万 加仓
GS GOLDMAN SACHS $22.60万0.00%249 4723.3% $4.27万 加仓
IJJ ISHARES $22.70万0.00%1,650 00.0% — 不变
OTIS OTIS WORLDWIDE CORPORATION $22.90万0.00%2,864 -350-10.9% -$2.80万 减仓
VONV VANGUARD $23.85万0.00%2,450 00.0% — 不变
AUB ATLANTIC UNION BANKSHARES CORP $24.62万0.00%6,473 00.0% — 不变
VRT VERTIV HOLDINGS A $25.08万0.00%850 00.0% — 不变
MTB M & T BANK CORP $25.40万0.00%1,155 00.0% — 不变
ED CONSOLIDATED EDISON INC $25.55万0.00%2,250 -50-2.2% -$5,678 减仓
TT TRANE TECHNOLOGIES PLC $25.66万0.00%551 20860.6% $9.69万 加仓
SO SOUTHERN CO $25.71万0.00%2,646 00.0% — 不变
ITOT ISHARES $25.71万0.00%1,729 1,373385.7% $20.41万 加仓
BAM BROOKFIELD ASSET MANAGEMENT LTD $25.73万0.00%5,730 00.0% — 不变
MDGL MADRIGAL PHARMACEUTICALS INC $25.98万0.00%500 00.0% — 不变
KMB KIMBERLY-CLARK CORP $27.23万0.00%2,799 00.0% — 不变
IWV ISHARES $27.46万0.00%710 00.0% — 不变
VONG VANGUARD $27.65万0.00%2,407 00.0% — 不变
GD GENERAL DYNAMICS CORP $27.68万0.00%826 25143.7% $8.41万 加仓
AEP AMERICAN ELECTRIC POWER INC $28.15万0.00%2,065 00.0% — 不变
BTU PEABODY ENERGY $28.29万0.00%10,000 -232-2.3% -$6,563 减仓
LRCX LAM RESEARCH CORP $28.48万0.00%1,080 -40-3.6% -$1.05万 减仓
EQIX EQUINIX INC $28.54万0.00%277 41.5% $4,121 加仓
PEN PENUMBRA INC $29.02万0.00%880 00.0% — 不变
LAMR LAMAR ADVERTISING CO $29.02万0.00%2,175 00.0% — 不变
VO VANGUARD $29.37万0.00%990 00.0% — 不变
FLIN FRANKLIN FTSE INDIA ETF $29.37万0.00%8,340 -2,800-25.1% -$9.86万 减仓
MGY MAGNOLIA OIL & GAS CORP $29.90万0.00%10,000 00.0% — 不变