FORBES J M & CO LLP
Boston MA · SEC CIK 0001067532
$12.72亿2026Q2 申报市值
159持仓数
43.3%前十大占比 · 第一大 6.5%
7 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ANET 加仓+$344.82万
SPCX 新建仓+$280.30万
HONA 新建仓+$84.30万
IBIT 新建仓+$70.51万
CAT 加仓+$52.71万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$851.29万
ZTS 减仓-$346.31万
HON 减仓-$83.81万
IAU 减仓-$53.83万
NVDA 减仓-$52.18万
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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SS UTILITIES SELECT SECTOR | $387.10万 | 0.30% | 85,378 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $420.73万 | 0.33% | 29,548 | 249 | 0.8% | $3.55万 | 加仓 |
| BDX | BECTON DICKINSON | $550.78万 | 0.43% | 36,396 | -22 | -0.1% | -$3,329 | 减仓 |
| GOOG | ALPHABET INC CL C | $558.69万 | 0.44% | 15,812 | -882 | -5.3% | -$31.16万 | 减仓 |
| TSLA | TESLA INC | $568.86万 | 0.45% | 13,525 | 160 | 1.2% | $6.73万 | 加仓 |
| — | EXXON MOBIL CORP | $618.18万 | 0.49% | 45,215 | 426 | 1.0% | $5.82万 | 加仓 |
| META | META PLATFORMS INC CL A | $631.84万 | 0.50% | 11,217 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $645.15万 | 0.51% | 12,893 | 0 | 0.0% | — | 不变 |
| XLC | STST CMMNCN SRVCS SLCT SCTR SPDR ETF | $681.09万 | 0.54% | 63,576 | 0 | 0.0% | — | 不变 |
| ORLY | O'REILLY AUTOMOTIVE INC | $686.27万 | 0.54% | 74,522 | -366 | -0.5% | -$3.37万 | 减仓 |
| PLD | PROLOGIS INC REIT | $824.33万 | 0.65% | 60,850 | -259 | -0.4% | -$3.51万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $824.87万 | 0.65% | 43,371 | -316 | -0.7% | -$6.01万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $859.28万 | 0.68% | 202,948 | -853 | -0.4% | -$3.61万 | 减仓 |
| XLV | STE ST HLTH CR SLCT SECTOR SPDR ETF | $859.45万 | 0.68% | 54,169 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $903.60万 | 0.71% | 25,621 | 54 | 0.2% | $1.90万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. | $924.66万 | 0.73% | 56,289 | -221 | -0.4% | -$3.63万 | 减仓 |
| RIO | RIO TINTO PLC SPONS ADR | $925.26万 | 0.73% | 97,468 | -653 | -0.7% | -$6.20万 | 减仓 |
| ECL | ECOLAB INC | $949.50万 | 0.75% | 34,080 | -132 | -0.4% | -$3.68万 | 减仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A | $990.91万 | 0.78% | 999,911 | -28,480 | -2.8% | -$28.22万 | 减仓 |
| XLY | STST CNSMRDSCRTNRY SLCTSCTR SPDR ETF | $997.51万 | 0.78% | 85,054 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $1,002.73万 | 0.79% | 81,450 | -564 | -0.7% | -$6.94万 | 减仓 |
| XYL | XYLEM INC | $1,023.27万 | 0.80% | 86,564 | -653 | -0.7% | -$7.72万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,081.61万 | 0.85% | 49,513 | -207 | -0.4% | -$4.52万 | 减仓 |
| IBM | INTL. BUSINESS MACHINES CORP | $1,107.29万 | 0.87% | 39,376 | -227 | -0.6% | -$6.38万 | 减仓 |
| APH | AMPHENOL CORP CL A | $1,111.12万 | 0.87% | 63,017 | 239 | 0.4% | $4.21万 | 加仓 |
| IXUS | ISHARES CORE INTL STOCK ETF | $1,190.42万 | 0.94% | 124,730 | -744 | -0.6% | -$7.10万 | 减仓 |
| PEP | PEPSICO INC | $1,240.85万 | 0.98% | 91,643 | -270 | -0.3% | -$3.66万 | 减仓 |
| ABT | ABBOTT LABS | $1,275.15万 | 1.00% | 140,528 | -681 | -0.5% | -$6.18万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,363.81万 | 1.07% | 39,992 | 953 | 2.4% | $32.50万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,388.71万 | 1.09% | 97,011 | -459 | -0.5% | -$6.57万 | 减仓 |
| LLY | LILLY ELI & CO | $1,414.73万 | 1.11% | 11,795 | -17 | -0.1% | -$2.04万 | 减仓 |
| XLF | ST STRT FINNCIAL SLCT SCTOR SPDR ETF | $1,441.33万 | 1.13% | 268,854 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC | $1,458.97万 | 1.15% | 124,210 | 369 | 0.3% | $4.33万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO | $1,500.71万 | 1.18% | 289,824 | -2,049 | -0.7% | -$10.61万 | 减仓 |
| UNP | UNION PAC CORP | $1,518.47万 | 1.19% | 55,826 | -284 | -0.5% | -$7.72万 | 减仓 |
| XLI | STE ST INDUSTRIAL SLCT SCTR SPDR ETF | $1,521.05万 | 1.20% | 82,117 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $1,581.36万 | 1.24% | 93,087 | 20,298 | 27.9% | $344.82万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1,676.08万 | 1.32% | 217,362 | -1,781 | -0.8% | -$13.73万 | 减仓 |
| ETN | EATON CORP PLC | $1,719.27万 | 1.35% | 40,347 | -223 | -0.5% | -$9.50万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,759.77万 | 1.38% | 120,006 | -434 | -0.4% | -$6.36万 | 减仓 |
| TJX | TJX COS INC | $1,892.43万 | 1.49% | 124,913 | -690 | -0.5% | -$10.45万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,920.73万 | 1.51% | 218,837 | -655 | -0.3% | -$5.75万 | 减仓 |
| LIN | LINDE PLC | $2,016.55万 | 1.59% | 38,859 | -166 | -0.4% | -$8.61万 | 减仓 |
| KO | COCA COLA CO | $2,030.82万 | 1.60% | 249,886 | -831 | -0.3% | -$6.75万 | 减仓 |
| WMT | WALMART INC | $2,105.61万 | 1.66% | 185,909 | -276 | -0.1% | -$3.13万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPREC ETF | $2,128.42万 | 1.67% | 89,951 | -473 | -0.5% | -$11.19万 | 减仓 |
| MRK | MERCK & CO INC | $2,199.74万 | 1.73% | 171,186 | -565 | -0.3% | -$7.26万 | 减仓 |
| V | VISA INC CL A | $2,298.46万 | 1.81% | 66,993 | -176 | -0.3% | -$6.04万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $2,645.86万 | 2.08% | 464,349 | -2,612 | -0.6% | -$14.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,984.76万 | 2.35% | 117,524 | -100 | -0.1% | -$2.54万 | 减仓 |
| JPM | JP MORGAN CHASE & CO | $3,266.75万 | 2.57% | 99,800 | 188 | 0.2% | $6.15万 | 加仓 |
| XLK | STE ST TECH SELECT SECTOR SPDR ETF | $3,333.68万 | 2.62% | 174,978 | 0 | 0.0% | — | 不变 |
| XLE | SS ENERGY SELECT SECTOR | $4,067.68万 | 3.20% | 765,897 | -3,625 | -0.5% | -$19.25万 | 减仓 |
| AVGO | BROADCOM INC | $4,463.83万 | 3.51% | 118,169 | -634 | -0.5% | -$23.95万 | 减仓 |
| AMZN | AMAZON.COM INC | $4,537.23万 | 3.57% | 190,368 | -763 | -0.4% | -$18.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $5,813.59万 | 4.57% | 155,852 | -1,215 | -0.8% | -$45.32万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $6,884.04万 | 5.41% | 911,672 | -7,129 | -0.8% | -$53.83万 | 减仓 |
| AAPL | APPLE INC | $7,189.50万 | 5.65% | 248,462 | -50 | -0.0% | -$1.45万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $7,322.94万 | 5.76% | 204,912 | -23,821 | -10.4% | -$851.29万 | 减仓 |
| NVDA | NVIDIA CORP | $8,249.93万 | 6.49% | 412,311 | -2,608 | -0.6% | -$52.18万 | 减仓 |