FORBES J M & CO LLP
Boston MA · SEC CIK 0001067532
$11.82亿2026Q1 申报市值
150持仓数
44.2%前十大占比 · 第一大 6.9%
11 / 1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
APH 新建仓+$793.20万
AAPL 加仓+$56.47万
VIG 加仓+$55.03万
IWF 新建仓+$49.59万
NVDA 加仓+$45.22万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$2,330.60万
NOW 清仓-$838.55万
IBM 减仓-$769.37万
ADBE 减仓-$30.99万
MSFT 减仓-$24.43万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC CL A | $641.76万 | 0.54% | 11,217 | 20 | 0.2% | $1.14万 | 加仓 |
| ZTS | ZOETIS INC | $660.66万 | 0.56% | 55,889 | 471 | 0.8% | $5.57万 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $691.29万 | 0.58% | 74,888 | 529 | 0.7% | $4.88万 | 加仓 |
| XLC | STST CMMNCN SRVCS SLCT SCTR SPDR ETF | $704.80万 | 0.60% | 63,576 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $737.65万 | 0.62% | 43,687 | -13 | -0.0% | -$2,195 | 减仓 |
| — | EXXON MOBIL CORP | $759.89万 | 0.64% | 44,789 | -133 | -0.3% | -$2.26万 | 减仓 |
| APH | AMPHENOL CORP CL A | $793.20万 | 0.67% | 62,778 | 62,778 | — | $793.20万 | 新建仓 |
| XLV | STE ST HLTH CR SLCT SECTOR SPDR ETF | $794.17万 | 0.67% | 54,169 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. | $804.87万 | 0.68% | 56,510 | 395 | 0.7% | $5.63万 | 加仓 |
| PLD | PROLOGIS INC REIT | $807.74万 | 0.68% | 61,109 | 433 | 0.7% | $5.72万 | 加仓 |
| HD | HOME DEPOT INC | $840.87万 | 0.71% | 25,567 | 339 | 1.3% | $11.15万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $893.70万 | 0.76% | 72,789 | 542 | 0.8% | $6.65万 | 加仓 |
| ECL | ECOLAB INC | $910.11万 | 0.77% | 34,212 | 176 | 0.5% | $4.68万 | 加仓 |
| RIO | RIO TINTO PLC SPONS ADR | $915.37万 | 0.77% | 98,121 | 1,143 | 1.2% | $10.66万 | 加仓 |
| XLY | STST CNSMRDSCRTNRY SLCTSCTR SPDR ETF | $926.92万 | 0.78% | 85,054 | 0 | 0.0% | — | 不变 |
| IBM | INTL. BUSINESS MACHINES CORP | $959.94万 | 0.81% | 39,603 | -31,741 | -44.5% | -$769.37万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $960.88万 | 0.81% | 123,841 | 1,566 | 1.3% | $12.15万 | 加仓 |
| PGR | PROGRESSIVE CORP | $985.65万 | 0.83% | 49,720 | 505 | 1.0% | $10.01万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $1,023.08万 | 0.87% | 203,801 | 2,548 | 1.3% | $12.79万 | 加仓 |
| XYL | XYLEM INC | $1,042.24万 | 0.88% | 87,217 | 601 | 0.7% | $7.18万 | 加仓 |
| LLY | LILLY ELI & CO | $1,086.43万 | 0.92% | 11,812 | 65 | 0.6% | $5.98万 | 加仓 |
| IXUS | ISHARES CORE INTL STOCK ETF | $1,087.11万 | 0.92% | 125,474 | 2,527 | 2.1% | $21.89万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,277.05万 | 1.08% | 97,470 | 1,659 | 1.7% | $21.74万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $1,289.92万 | 1.09% | 82,014 | 1,067 | 1.3% | $16.78万 | 加仓 |
| XLF | ST STRT FINNCIAL SLCT SCTOR SPDR ETF | $1,327.33万 | 1.12% | 268,854 | 0 | 0.0% | — | 不变 |
| XLI | STE ST INDUSTRIAL SLCT SCTR SPDR ETF | $1,328.08万 | 1.12% | 82,117 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1,361.34万 | 1.15% | 56,110 | 207 | 0.4% | $5.02万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO | $1,369.18万 | 1.16% | 291,873 | 4,760 | 1.7% | $22.33万 | 加仓 |
| PEP | PEPSICO INC | $1,427.32万 | 1.21% | 91,913 | 262 | 0.3% | $4.07万 | 加仓 |
| ABT | ABBOTT LABS | $1,449.79万 | 1.23% | 141,209 | 1,675 | 1.2% | $17.20万 | 加仓 |
| ETN | EATON CORP PLC | $1,451.07万 | 1.23% | 40,570 | 427 | 1.1% | $15.27万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,479.87万 | 1.25% | 219,143 | 2,297 | 1.1% | $15.51万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,739.64万 | 1.47% | 120,440 | 1,496 | 1.3% | $21.61万 | 加仓 |
| KO | COCA COLA CO | $1,906.70万 | 1.61% | 250,717 | 2,146 | 0.9% | $16.32万 | 加仓 |
| LIN | LINDE PLC | $1,934.70万 | 1.64% | 39,025 | 459 | 1.2% | $22.76万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPREC ETF | $1,944.66万 | 1.64% | 90,424 | 2,559 | 2.9% | $55.03万 | 加仓 |
| TJX | TJX COS INC | $2,005.88万 | 1.70% | 125,603 | 262 | 0.2% | $4.18万 | 加仓 |
| V | VISA INC CL A | $2,030.12万 | 1.72% | 67,169 | 251 | 0.4% | $7.59万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,038.64万 | 1.72% | 219,492 | 929 | 0.4% | $8.63万 | 加仓 |
| MRK | MERCK & CO INC | $2,065.99万 | 1.75% | 171,751 | 784 | 0.5% | $9.43万 | 加仓 |
| BAC | BANK OF AMERICA CORP | $2,276.43万 | 1.93% | 466,961 | 2,767 | 0.6% | $13.49万 | 加仓 |
| WMT | WALMART INC | $2,313.91万 | 1.96% | 186,185 | 866 | 0.5% | $10.76万 | 加仓 |
| XLK | STE ST TECH SELECT SECTOR SPDR ETF | $2,325.46万 | 1.97% | 174,978 | 180 | 0.1% | $2.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,875.20万 | 2.43% | 117,624 | 917 | 0.8% | $22.42万 | 加仓 |
| JPM | JP MORGAN CHASE & CO | $2,930.19万 | 2.48% | 99,612 | 1,046 | 1.1% | $30.77万 | 加仓 |
| AVGO | BROADCOM INC | $3,677.07万 | 3.11% | 118,803 | 134 | 0.1% | $4.15万 | 加仓 |
| AMZN | AMAZON.COM INC | $3,980.69万 | 3.37% | 191,131 | 902 | 0.5% | $18.79万 | 加仓 |
| XLE | SS ENERGY SELECT SECTOR | $4,714.09万 | 3.99% | 769,522 | 3,130 | 0.4% | $19.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,814.15万 | 4.92% | 157,067 | -660 | -0.4% | -$24.43万 | 减仓 |
| AAPL | APPLE INC | $6,306.99万 | 5.33% | 248,512 | 2,225 | 0.9% | $56.47万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $6,577.45万 | 5.56% | 228,733 | 1,188 | 0.5% | $34.16万 | 加仓 |
| NVDA | NVIDIA CORP | $7,236.19万 | 6.12% | 414,919 | 2,593 | 0.6% | $45.22万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $8,100.15万 | 6.85% | 918,801 | -264,360 | -22.3% | -$2,330.60万 | 减仓 |