13F 机构持仓

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

BOSTON MA · SEC CIK 0000932974

2026Q22026Q1 更早 9 个季度 🔒
$103.03亿2026Q2 申报市值
565持仓数
48.6%前十大占比 · 第一大 9.8%
28 / 27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 9.8%
MA 6.9%
MSFT 6.7%
AMZN 5.2%
AAPL 4.1%
NVDA 3.7%
SYK 3.5%
DHR 3.1%
TJX 3.0%
INTU 2.6%

2026Q2 买入最多 按季末市值估算

WSE 新建仓+$5,214.86万
LLY 加仓+$2,469.86万
ASML 加仓+$2,108.41万
NVDA 加仓+$1,702.67万
CSL 加仓+$1,668.11万

2026Q2 卖出最多 按季末市值估算

BKNG 减仓-$6,022.98万
GOOGL 减仓-$2,414.50万
ADBE 减仓-$2,119.78万
TMO 减仓-$1,992.35万
QCOM 减仓-$1,770.34万

2026Q2 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
MRVL MARVELL TECHNOLOGY INC $87.43万0.01%2,935 -110-3.6% -$3.28万 减仓
ZTS ZOETIS INC $88.58万0.01%12,327 -2,939-19.3% -$21.12万 减仓
XLK STATE STREET $89.70万0.01%4,708 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $91.02万0.01%2,190 351.6% $1.45万 加仓
AZN ASTRAZENECA PLC $91.74万0.01%4,838 4,80012,631.6% $91.02万 加仓
ESGV VANGUARD $91.91万0.01%6,950 00.0% — 不变
GILD GILEAD SCIENCES $93.43万0.01%7,395 -22-0.3% -$2,779 减仓
MTD METTLER TOLEDO INTL $93.51万0.01%732 00.0% — 不变
BALL BALL CORP $94.32万0.01%15,115 00.0% — 不变
LH LABCORP HOLDINGS INC $94.36万0.01%3,370 00.0% — 不变
FDS FACTSET RESEARCH SYSTEMS INC $96.75万0.01%4,205 -5,545-56.9% -$127.58万 减仓
MUFG MITSUBISHI UFJ FINANCIAL GROUP $99.45万0.01%50,000 50,000— $99.45万 新建仓
MCK MCKESSON CORP $99.66万0.01%1,319 00.0% — 不变
FSLR FIRST SOLAR INC $100.14万0.01%4,244 1,46552.7% $34.57万 加仓
ENB ENBRIDGE INC $100.28万0.01%18,499 00.0% — 不变
AWK AMERICAN WATER WORKS CO INC $101.92万0.01%7,746 00.0% — 不变
FAST FASTENAL CO $103.19万0.01%21,485 -445-2.0% -$2.14万 减仓
VUG VANGUARD $103.68万0.01%12,036 00.0% — 不变
XYL XYLEM INC $104.03万0.01%8,800 90011.4% $10.64万 加仓
VEU VANGUARD $104.29万0.01%12,453 9408.2% $7.87万 加仓
VZ VERIZON $104.49万0.01%24,678 -1,550-5.9% -$6.56万 减仓
FNF FIDELITY NATIONAL FINANCIAL $107.30万0.01%22,752 00.0% — 不变
RBA RB GLOBAL INC $108.61万0.01%9,327 00.0% — 不变
EFV ISHARES $109.92万0.01%14,359 00.0% — 不变
IVW ISHARES $111.61万0.01%8,115 -765-8.6% -$10.52万 减仓
ETN EATON CORP $112.58万0.01%2,642 2,090378.6% $89.06万 加仓
MDLZ MONDELEZ INTERNATIONAL INC $113.95万0.01%19,701 5,51038.8% $31.87万 加仓
VEA VANGUARD $115.29万0.01%16,181 -1,315-7.5% -$9.37万 减仓
ABNB AIRBNB INC CL A $115.44万0.01%8,067 -4,460-35.6% -$63.82万 减仓
IWM ISHARES $117.12万0.01%3,898 50014.7% $15.02万 加仓
IWN ISHARES $117.85万0.01%5,328 -275-4.9% -$6.08万 减仓
SPG SIMON PROPERTIES GROUP (NEW) $118.06万0.01%5,279 00.0% — 不变
KLAC KLA CORPORATION $120.99万0.01%4,010 00.0% — 不变
AER AERCAP HOLDINGS NV $123.04万0.01%8,440 00.0% — 不变
SHEL ROYAL DUTCH SHELL PLC $124.52万0.01%16,059 00.0% — 不变
APH AMPHENOL CORP $127.39万0.01%7,225 3955.8% $6.96万 加仓
AMAT APPLIED MATERIALS INC $127.39万0.01%1,762 452.6% $3.25万 加仓
HSY THE HERSHEY COMPANY $130.32万0.01%7,428 -611-7.6% -$10.72万 减仓
LIND LINDBLAD EXPEDITIONS HOLDINGS $131.58万0.01%46,593 00.0% — 不变
BIIB BIOGEN IDEC INC $133.81万0.01%6,193 00.0% — 不变
PANW PALO ALTO NETWORKS INC $134.06万0.01%3,931 1905.1% $6.48万 加仓
Q QNITY ELECTRONICS INC $134.29万0.01%8,223 -180-2.1% -$2.94万 减仓
PFE PFIZER $136.81万0.01%56,816 -4,395-7.2% -$10.58万 减仓
BLK BLACKROCK INC $137.89万0.01%1,434 1,018244.7% $97.89万 加仓
MO ALTRIA GROUP INC $139.60万0.01%19,403 8,94585.5% $64.36万 加仓
MELI MERCADOLIBRE INC $140.20万0.01%826 00.0% — 不变
IWD ISHARES $142.91万0.01%5,895 -1,350-18.6% -$32.73万 减仓
KKR KKR & CO $144.03万0.01%15,693 2401.6% $2.20万 加仓
BX THE BLACKSTONE GROUP INC $154.63万0.02%13,141 6845.5% $8.05万 加仓
GIL GILDAN ACTIVEWEAR INC $155.94万0.02%30,220 -6,000-16.6% -$30.96万 减仓
JKHY JACK HENRY & ASSOCIATES INC $155.98万0.02%11,324 -1,575-12.2% -$21.69万 减仓
CAT CATERPILLAR INC $156.22万0.02%1,467 -318-17.8% -$33.86万 减仓
VUSB VANGUARD $156.61万0.02%31,460 00.0% — 不变
GD GENERAL DYNAMICS CORP $156.61万0.02%4,421 3,595435.2% $127.35万 加仓
C CITIGROUP INC $157.23万0.02%11,234 4,35063.2% $60.88万 加仓
EMR EMERSON ELECTRIC CO $158.84万0.02%11,096 2,42528.0% $34.71万 加仓
OZK BANK OZK $161.11万0.02%30,930 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS $164.77万0.02%3,317 -540-14.0% -$26.82万 减仓
NVO NOVO-NORDISK A/S ADR $173.50万0.02%36,192 -69,362-65.7% -$332.52万 减仓
SYY SYSCO CORP $174.09万0.02%20,829 1,3256.8% $11.07万 加仓
LIN LINDE PLC $181.73万0.02%3,502 53518.0% $27.76万 加仓
NVS NOVARTIS AG ADR $186.76万0.02%11,917 4,91970.3% $77.09万 加仓
AXP AMERICAN EXPRESS CO $190.60万0.02%5,635 350.6% $1.18万 加仓
SNOW SNOWFLAKE INC CL A $193.73万0.02%7,612 2122.9% $5.40万 加仓
TXN TEXAS INSTRUMENTS INC $194.82万0.02%6,536 66511.3% $19.82万 加仓
LMT LOCKHEED MARTIN CORP $199.86万0.02%3,923 00.0% — 不变
IWF ISHARES $207.95万0.02%16,747 -2,685-13.8% -$33.34万 减仓
TDG TRANSDIGM GROUP INC COM $218.45万0.02%1,640 22015.5% $29.30万 加仓
TSM TAIWAN SEMICONDUCTER ADR $221.83万0.02%4,645 3,544321.9% $169.25万 加仓
HONA HONEYWELL AEROSPACE INC $227.27万0.02%10,280 10,280— $227.27万 新建仓
AAEQ ALPHA ARCHITECT $229.35万0.02%43,122 00.0% — 不变
HON HONEYWELL INTL INC COM $230.17万0.02%10,280 -7,820-43.2% -$175.09万 减仓
IWO ISHARES $236.30万0.02%5,998 -90-1.5% -$3.55万 减仓
IVV ISHARES $240.69万0.02%3,214 2598.8% $19.40万 加仓
EW EDWARDS LIFESCIENCE CORP $248.29万0.02%27,447 -2,290-7.7% -$20.72万 减仓
GNRC GENERAC HOLDINGS INC $253.43万0.02%8,655 00.0% — 不变
NFLX NETFLIX INC $255.11万0.02%35,730 -1,255-3.4% -$8.96万 减仓
UL UNILEVER PLC SPONSORED ADR $259.86万0.03%43,224 5331.2% $3.20万 加仓
BKNG BOOKING HOLDINGS INC $259.98万0.03%14,586 -337,914-95.9% -$6,022.98万 减仓
PAYX PAYCHEX INC $269.07万0.03%27,364 -731-2.6% -$7.19万 减仓
GEV GE VERNOVA INC $274.92万0.03%2,340 -80-3.3% -$9.40万 减仓
TSLA TESLA MOTORS INC $276.12万0.03%6,565 82314.3% $34.62万 加仓
COF CAPITAL ONE FINANCIAL $281.87万0.03%14,050 00.0% — 不变
VMI VALMONT INDUSTRIES INC $284.76万0.03%4,930 00.0% — 不变
VOO VANGUARD $287.84万0.03%4,191 -56-1.3% -$3.85万 减仓
MDY SPDR $291.39万0.03%4,143 501.2% $3.52万 加仓
BRK/A BERKSHIRE HATHAWAY INC $299.54万0.03%4 00.0% — 不变
HASI HA SUSTAINABLE $310.82万0.03%79,596 00.0% — 不变
BAC BANK OF AMERICA CORP $315.17万0.03%55,312 7,61016.0% $43.36万 加仓
VIG VANGUARD $342.86万0.03%14,490 00.0% — 不变
NSC NORFOLK SOUTHERN CORP $357.54万0.03%11,365 -3,500-23.5% -$110.11万 减仓
DIS WALT DISNEY PRODUCTIONS $367.03万0.04%38,133 1440.4% $1.39万 加仓
SPGI S&P GLOBAL INC $367.67万0.04%9,028 00.0% — 不变
IBM INTL BUSINESS MACHINES CORP $392.18万0.04%13,946 4003.0% $11.25万 加仓
MS MORGAN STANLEY $419.10万0.04%20,049 -485-2.4% -$10.14万 减仓
CB CHUBB LTD $425.24万0.04%12,480 -72-0.6% -$2.45万 减仓
QQQ INVESCO $448.98万0.04%6,097 00.0% — 不变
STT STATE STREET CORP $450.00万0.04%26,533 -385-1.4% -$6.53万 减仓
CTAS CINTAS CORP $472.86万0.05%27,802 -572-2.0% -$9.73万 减仓
NEE NEXTERA ENERGY INC $496.44万0.05%56,562 1,5852.9% $13.91万 加仓