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
WPC W P CAREY INC $69.87万0.01%9,756 00.0% — 不变
KLAC KLA CORPORATION $69.66万0.01%401 10033.2% $17.37万 加仓
EFA ISHARES $68.96万0.01%6,749 00.0% — 不变
AMAT APPLIED MATERIALS INC $68.59万0.01%1,717 00.0% — 不变
XLK STATE STREET $67.15万0.01%4,708 00.0% — 不变
BA BOEING CO $66.59万0.01%3,060 00.0% — 不变
MDT MEDTRONIC PLC $66.06万0.01%7,575 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $65.58万0.01%2,155 -22-1.0% -$6,695 减仓
VTV VANGUARD $65.49万0.01%3,253 -1,452-30.9% -$29.23万 减仓
RS RELIANCE STEEL & ALUMINUM $64.44万0.01%2,000 00.0% — 不变
COKE COCA COLA BOTTLING $63.47万0.01%3,120 00.0% — 不变
RSP INVESCO $63.44万0.01%3,226 00.0% — 不变
IQV IQVIA HOLDINGS INC $61.21万0.01%3,658 -764-17.3% -$12.78万 减仓
IJR ISHARES $60.75万0.01%4,666 00.0% — 不变
AFL AFLAC INC $60.11万0.01%5,430 551.0% $6,089 加仓
HCA HCA HEALTHCARE INC $59.70万0.01%1,205 00.0% — 不变
OTEX OPEN TEXT CORP $58.44万0.01%28,030 00.0% — 不变
PANW PALO ALTO NETWORKS INC $58.26万0.01%3,741 240.6% $3,738 加仓
CCJ CAMECO CORP $58.02万0.01%5,000 00.0% — 不变
XLV STATE STREET $57.98万0.01%3,936 00.0% — 不变
A AGILENT TECHNOLOGIES $57.83万0.01%5,026 00.0% — 不变
FTV FORTIVE CORP $57.60万0.01%9,870 -900-8.4% -$5.25万 减仓
PNC PNC FINANCIAL CORP $56.85万0.01%2,571 170.7% $3,759 加仓
FSLR FIRST SOLAR INC $56.54万0.01%2,779 230.8% $4,680 加仓
SHW SHERWIN WILLIAMS CO $56.53万0.01%1,682 1308.4% $4.37万 加仓
TMUS T-MOBILE US INC $56.29万0.01%2,876 33813.3% $6.61万 加仓
DIA SPDR $55.35万0.01%1,155 00.0% — 不变
IEFA ISHARES $55.17万0.01%5,788 00.0% — 不变
CMCSA COMCAST CORP $54.74万0.01%19,600 -385-1.9% -$1.08万 减仓
DBJP XTRACKERS $54.13万0.01%5,105 00.0% — 不变
PSX PHILLIPS 66 $53.94万0.01%3,387 -200-5.6% -$3.19万 减仓
IJK ISHARES $53.55万0.01%5,083 00.0% — 不变
BP BP PLC SPONSORED ADR $51.18万0.01%11,020 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $49.87万0.00%8,507 2623.2% $1.54万 加仓
ALNY ALNYLAM PHARMACEUTICALS $49.38万0.00%1,533 00.0% — 不变
ORCL ORACLE CORP COM $49.33万0.00%3,572 00.0% — 不变
DOW DOW INC $49.24万0.00%12,622 -246-1.9% -$9,596 减仓
BDX BECTON DICKINSON $48.84万0.00%3,167 -370-10.5% -$5.71万 减仓
VAL VALARIS LTD $48.80万0.00%5,000 -5,000-50.0% -$48.80万 减仓
CARR CARRIER GLOBAL CORP $48.51万0.00%7,659 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $48.44万0.00%1,370 00.0% — 不变
ULTA ULTA BEAUTY INC $47.61万0.00%915 00.0% — 不变
GIS GENERAL MILLS INC $47.47万0.00%13,338 4623.6% $1.64万 加仓
CNQ CANADIAN NATURAL RESOURCES LTD $46.35万0.00%10,000 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL $46.29万0.00%13,580 500.4% $1,705 加仓
WMB WILLIAMS COMPANIES $45.43万0.00%6,245 00.0% — 不变
CBRE CBRE GROUP INC $44.20万0.00%3,130 00.0% — 不变
SWK STANLEY BLACK & DECKER INC $43.31万0.00%6,000 00.0% — 不变
TSCO TRACTOR SUPPLY CO $42.57万0.00%9,453 -3,143-25.0% -$14.15万 减仓
CI CIGNA CORPORATION $42.48万0.00%1,566 00.0% — 不变
PGR PROGRESSIVE CORP OHIO $42.01万0.00%2,164 1638.1% $3.16万 加仓
BLK BLACKROCK INC $41.57万0.00%416 00.0% — 不变
MMM 3M COMPANY $40.90万0.00%2,721 -320-10.5% -$4.81万 减仓
TSM TAIWAN SEMICONDUCTER ADR $40.80万0.00%1,101 22025.0% $8.15万 加仓
CDNS CADENCE DESIGN SYSTEMS INC $40.46万0.00%1,523 60.4% $1,594 加仓
WTS WATTS WATER TECHNOLOGIES INC $40.38万0.00%1,334 -199-13.0% -$6.02万 减仓
POOL POOL CORP $40.30万0.00%1,875 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $39.13万0.00%3,045 501.7% $6,424 加仓
WM WASTE MANAGEMENT INC $39.05万0.00%1,702 27419.2% $6.29万 加仓
IVE ISHARES $38.60万0.00%1,792 00.0% — 不变
ALLE ALLEGION PLC $38.23万0.00%2,640 00.0% — 不变
AR ANTERO RESOURCES CORP $37.89万0.00%10,000 00.0% — 不变
INGR INGREDION INC $37.84万0.00%3,300 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $35.54万0.00%1,120 00.0% — 不变
IJH ISHARES $34.77万0.00%4,935 00.0% — 不变
YUM YUM! BRANDS $34.60万0.00%2,139 200.9% $3,235 加仓
WFC WELLS FARGO & CO (NEW) $34.48万0.00%4,038 00.0% — 不变
IWS ISHARES $34.22万0.00%2,259 00.0% — 不变
UPS UNITED PARCEL SERVICE $34.21万0.00%3,364 240.7% $2,441 加仓
J JACOBS SOLUTIONS INC $33.73万0.00%2,745 90048.8% $11.06万 加仓
VB VANGUARD $33.31万0.00%1,224 -200-14.0% -$5.44万 减仓
ARGT GLOBAL X MSCI ARGENTINA ETF $33.22万0.00%3,525 -1,240-26.0% -$11.68万 减仓
TGT TARGET CORP $32.62万0.00%2,676 00.0% — 不变
MRSH MARSH & MCLENNAN COMPANIES INC $32.52万0.00%1,934 00.0% — 不变
SU SUNCOR ENERGY INC NEW $32.22万0.00%5,000 00.0% — 不变
OXY OCCIDENTAL PETROLEUM CORP $30.72万0.00%5,300 00.0% — 不变
DSI ISHARES $30.28万0.00%2,402 00.0% — 不变
BNY BANK OF NEW YORK MELLON CORP $30.09万0.00%2,359 1,259114.5% $16.06万 加仓
MGY MAGNOLIA OIL & GAS CORP $29.90万0.00%10,000 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
VO VANGUARD $29.37万0.00%990 00.0% — 不变
LAMR LAMAR ADVERTISING CO $29.02万0.00%2,175 00.0% — 不变
PEN PENUMBRA INC $29.02万0.00%880 00.0% — 不变
EQIX EQUINIX INC $28.54万0.00%277 41.5% $4,121 加仓
LRCX LAM RESEARCH CORP $28.48万0.00%1,080 -40-3.6% -$1.05万 减仓
BTU PEABODY ENERGY $28.29万0.00%10,000 -232-2.3% -$6,563 减仓
AEP AMERICAN ELECTRIC POWER INC $28.15万0.00%2,065 00.0% — 不变
GD GENERAL DYNAMICS CORP $27.68万0.00%826 25143.7% $8.41万 加仓
VONG VANGUARD $27.65万0.00%2,407 00.0% — 不变
IWV ISHARES $27.46万0.00%710 00.0% — 不变
KMB KIMBERLY-CLARK CORP $27.23万0.00%2,799 00.0% — 不变
MDGL MADRIGAL PHARMACEUTICALS INC $25.98万0.00%500 00.0% — 不变
BAM BROOKFIELD ASSET MANAGEMENT LTD $25.73万0.00%5,730 00.0% — 不变
ITOT ISHARES $25.71万0.00%1,729 1,373385.7% $20.41万 加仓
SO SOUTHERN CO $25.71万0.00%2,646 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $25.66万0.00%551 20860.6% $9.69万 加仓
ED CONSOLIDATED EDISON INC $25.55万0.00%2,250 -50-2.2% -$5,678 减仓
MTB M & T BANK CORP $25.40万0.00%1,155 00.0% — 不变
VRT VERTIV HOLDINGS A $25.08万0.00%850 00.0% — 不变
AUB ATLANTIC UNION BANKSHARES CORP $24.62万0.00%6,473 00.0% — 不变