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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES | $88.79万 | 0.01% | 3,398 | 0 | 0.0% | — | 不变 |
| LIND | LINDBLAD EXPEDITIONS HOLDINGS | $89.13万 | 0.01% | 46,593 | -14,000 | -23.1% | -$26.78万 | 减仓 |
| SNOW | SNOWFLAKE INC CL A | $89.62万 | 0.01% | 7,400 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD | $91.19万 | 0.01% | 11,513 | 1,943 | 20.3% | $15.39万 | 加仓 |
| XPO | XPO LOGISTICS INC | $91.90万 | 0.01% | 4,320 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD | $92.50万 | 0.01% | 2,006 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $94.15万 | 0.01% | 15,115 | -4,739 | -23.9% | -$29.52万 | 减仓 |
| APH | AMPHENOL CORP | $96.13万 | 0.01% | 6,830 | -180 | -2.6% | -$2.53万 | 减仓 |
| RBA | RB GLOBAL INC | $96.35万 | 0.01% | 9,327 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP NEW | $96.89万 | 0.01% | 10,220 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTL | $96.99万 | 0.01% | 732 | 17 | 2.4% | $2.25万 | 加仓 |
| AME | AMETEK INC NEW | $99.04万 | 0.01% | 4,216 | -33 | -0.8% | -$7,752 | 减仓 |
| ENB | ENBRIDGE INC | $100.49万 | 0.01% | 18,499 | -384 | -2.0% | -$2.09万 | 减仓 |
| XYL | XYLEM INC | $101.69万 | 0.01% | 7,900 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES | $103.09万 | 0.01% | 7,417 | 330 | 4.7% | $4.59万 | 加仓 |
| WWD | WOODWARD INC COM | $103.34万 | 0.01% | 2,660 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS INC | $105.87万 | 0.01% | 23,402 | -6,845 | -22.6% | -$30.97万 | 减仓 |
| SPG | SIMON PROPERTIES GROUP (NEW) | $105.88万 | 0.01% | 5,279 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER WORKS CO INC | $106.29万 | 0.01% | 7,746 | 16 | 0.2% | $2,196 | 加仓 |
| BIIB | BIOGEN IDEC INC | $107.12万 | 0.01% | 6,193 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES | $107.17万 | 0.01% | 8,880 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $107.80万 | 0.01% | 6,998 | 22 | 0.3% | $3,389 | 加仓 |
| FAST | FASTENAL CO | $107.83万 | 0.01% | 21,930 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATIONAL FINANCIAL | $107.91万 | 0.01% | 22,752 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $109.79万 | 0.01% | 8,403 | -99 | -1.2% | -$1.29万 | 减仓 |
| EFV | ISHARES | $111.61万 | 0.01% | 14,359 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES | $111.68万 | 0.01% | 5,603 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $114.17万 | 0.01% | 1,319 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD | $118.52万 | 0.01% | 17,496 | 2,756 | 18.7% | $18.67万 | 加仓 |
| RNR | RENAISSANCERE HOLDINGS LTD | $120.00万 | 0.01% | 3,960 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON | $120.75万 | 0.01% | 26,228 | 35 | 0.1% | $1,611 | 加仓 |
| AER | AERCAP HOLDINGS NV | $122.83万 | 0.01% | 8,440 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC CO | $124.66万 | 0.01% | 8,671 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS INC | $126.07万 | 0.01% | 5,871 | 119 | 2.1% | $2.56万 | 加仓 |
| AMD | ADVANCE MICRO DEVICES | $137.49万 | 0.01% | 5,611 | -100 | -1.8% | -$2.45万 | 减仓 |
| KKR | KKR & CO | $140.96万 | 0.01% | 15,453 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $141.13万 | 0.01% | 1,785 | -405 | -18.5% | -$32.02万 | 减仓 |
| SYY | SYSCO CORP | $142.03万 | 0.01% | 19,504 | -1,127 | -5.5% | -$8.21万 | 减仓 |
| BX | THE BLACKSTONE GROUP INC | $143.04万 | 0.01% | 12,457 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $146.53万 | 0.01% | 826 | -30 | -3.5% | -$5.32万 | 减仓 |
| SHEL | ROYAL DUTCH SHELL PLC | $148.08万 | 0.01% | 16,059 | 142 | 0.9% | $1.31万 | 加仓 |
| OZK | BANK OZK | $148.28万 | 0.01% | 30,930 | 30,000 | 3,225.8% | $143.82万 | 加仓 |
| LIN | LINDE PLC | $149.28万 | 0.01% | 2,967 | -41 | -1.4% | -$2.06万 | 减仓 |
| VUSB | VANGUARD | $156.36万 | 0.02% | 31,460 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES | $160.73万 | 0.02% | 7,245 | -675 | -8.5% | -$14.97万 | 减仓 |
| ABNB | AIRBNB INC CL A | $161.55万 | 0.02% | 12,527 | -1,180 | -8.6% | -$15.22万 | 减仓 |
| HSY | THE HERSHEY COMPANY | $162.64万 | 0.02% | 8,039 | -1,387 | -14.7% | -$28.06万 | 减仓 |
| PFE | PFIZER | $164.78万 | 0.02% | 61,211 | -2,891 | -4.5% | -$7.78万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $168.27万 | 0.02% | 3,857 | -121 | -3.0% | -$5.28万 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $171.42万 | 0.02% | 1,420 | -4 | -0.3% | -$4,829 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $175.56万 | 0.02% | 5,600 | 208 | 3.9% | $6.52万 | 加仓 |
| GNRC | GENERAC HOLDINGS INC | $179.18万 | 0.02% | 8,655 | -170 | -1.9% | -$3.52万 | 减仓 |
| ZTS | ZOETIS INC | $179.93万 | 0.02% | 15,266 | -8,682 | -36.3% | -$102.33万 | 减仓 |
| JKHY | JACK HENRY & ASSOCIATES INC | $189.87万 | 0.02% | 12,899 | -4,740 | -26.9% | -$69.77万 | 减仓 |
| TSLA | TESLA MOTORS INC | $200.37万 | 0.02% | 5,742 | -10 | -0.2% | -$3,490 | 减仓 |
| IVV | ISHARES | $201.71万 | 0.02% | 2,955 | -20 | -0.7% | -$1.37万 | 减仓 |
| IWO | ISHARES | $202.04万 | 0.02% | 6,088 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $206.31万 | 0.02% | 9,750 | -597 | -5.8% | -$12.63万 | 减仓 |
| AAEQ | ALPHA ARCHITECT | $209.18万 | 0.02% | 43,122 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $209.50万 | 0.02% | 36,220 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDUSTRIES INC | $209.92万 | 0.02% | 4,930 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES | $216.79万 | 0.02% | 4,858 | -900 | -15.6% | -$40.16万 | 减仓 |
| EW | EDWARDS LIFESCIENCE CORP | $231.56万 | 0.02% | 29,737 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $239.90万 | 0.02% | 2,420 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $240.41万 | 0.02% | 28,095 | -73 | -0.3% | -$6,247 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $240.76万 | 0.02% | 3,923 | 2,539 | 183.5% | $155.82万 | 加仓 |
| UL | UNILEVER PLC SPONSORED ADR | $249.06万 | 0.02% | 42,691 | -2,078 | -4.6% | -$12.12万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $250.63万 | 0.02% | 47,702 | -138,560 | -74.4% | -$727.99万 | 减仓 |
| MDY | SPDR | $263.22万 | 0.03% | 4,093 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD | $265.27万 | 0.03% | 4,247 | 80 | 1.9% | $5.00万 | 加仓 |
| COF | CAPITAL ONE FINANCIAL | $271.17万 | 0.03% | 14,050 | -1,883 | -11.8% | -$36.34万 | 减仓 |
| INTC | INTEL CORP | $276.76万 | 0.03% | 44,366 | -2,562 | -5.5% | -$15.98万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC | $288.00万 | 0.03% | 4 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE | $309.79万 | 0.03% | 79,596 | 7,975 | 11.1% | $31.04万 | 加仓 |
| IBM | INTL BUSINESS MACHINES CORP | $312.59万 | 0.03% | 13,546 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $313.45万 | 0.03% | 6,956 | -45 | -0.6% | -$2.03万 | 减仓 |
| VIG | VANGUARD | $320.91万 | 0.03% | 14,490 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $325.32万 | 0.03% | 18,998 | -614 | -3.1% | -$10.51万 | 减仓 |
| MS | MORGAN STANLEY | $364.77万 | 0.04% | 20,534 | 432 | 2.1% | $7.67万 | 加仓 |
| QQQ | INVESCO | $372.57万 | 0.04% | 6,097 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $375.04万 | 0.04% | 9,028 | 345 | 4.0% | $14.33万 | 加仓 |
| STT | STATE STREET CORP | $375.29万 | 0.04% | 26,918 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY PRODUCTIONS | $376.74万 | 0.04% | 37,989 | -7,821 | -17.1% | -$77.56万 | 减仓 |
| NFLX | NETFLIX INC | $380.98万 | 0.04% | 36,985 | 1,615 | 4.6% | $16.64万 | 加仓 |
| NVO | NOVO-NORDISK A/S ADR | $396.04万 | 0.04% | 105,554 | -1,844 | -1.7% | -$6.92万 | 减仓 |
| CSCO | CISCO SYSTEMS | $400.68万 | 0.04% | 48,733 | 769 | 1.6% | $6.32万 | 加仓 |
| CB | CHUBB LTD | $411.59万 | 0.04% | 12,552 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $425.42万 | 0.04% | 18,100 | -75 | -0.4% | -$1.76万 | 减仓 |
| GE | GE AEROSPACE | $440.05万 | 0.04% | 14,271 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN CORP | $440.43万 | 0.04% | 14,865 | -150 | -1.0% | -$4.44万 | 减仓 |
| CMI | CUMMINS INC | $463.15万 | 0.05% | 7,517 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $496.35万 | 0.05% | 28,374 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $517.22万 | 0.05% | 54,977 | 1,160 | 2.2% | $10.91万 | 加仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $608.62万 | 0.06% | 20,375 | -500 | -2.4% | -$14.94万 | 减仓 |
| VTI | VANGUARD | $612.17万 | 0.06% | 18,271 | -1,065 | -5.5% | -$35.68万 | 减仓 |
| COP | CONOCOPHILLIPS INC | $617.14万 | 0.06% | 50,358 | -56 | -0.1% | -$6,863 | 减仓 |
| TKR | TIMKEN CO | $646.06万 | 0.06% | 60,521 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $687.11万 | 0.07% | 81,469 | -792 | -1.0% | -$6.68万 | 减仓 |
| DE | DEERE & CO | $696.54万 | 0.07% | 11,513 | 0 | 0.0% | — | 不变 |
| KO | COCA-COLA CO | $785.32万 | 0.08% | 101,371 | -3,899 | -3.7% | -$30.21万 | 减仓 |