Choate Investment Advisors
BOSTON MA · SEC CIK 0001399794
$56.90亿2026Q2 申报市值
472持仓数
61.9%前十大占比 · 第一大 33.8%
40 / 14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
IEMG 加仓+$1,742.30万
VEU 加仓+$1,155.78万
VRSK 新建仓+$803.76万
VTI 加仓+$643.13万
EXXON MOBIL CORP 加仓+$602.24万
2026Q2 卖出最多 按季末市值估算
MUB 减仓-$1,833.55万
OAKM 减仓-$773.84万
IVV 减仓-$693.32万
ABT 减仓-$633.20万
SPYX 减仓-$607.68万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $19.23亿 | 33.79% | 2,567,736 | -9,258 | -0.4% | -$693.32万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.72亿 | 4.77% | 3,242,810 | 138,004 | 4.4% | $1,155.78万 | 加仓 |
| IEMG | ISHARES INC | $2.51亿 | 4.41% | 3,029,806 | 210,321 | 7.5% | $1,742.30万 | 加仓 |
| GVI | ISHARES TR | $2.40亿 | 4.21% | 2,259,954 | 54,767 | 2.5% | $581.05万 | 加仓 |
| AAPL | APPLE INC | $1.75亿 | 3.08% | 605,835 | -18,419 | -3.0% | -$532.97万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $1.64亿 | 2.88% | 5,819,404 | -274,705 | -4.5% | -$773.84万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $1.39亿 | 2.45% | 2,278,337 | -99,456 | -4.2% | -$607.68万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.26亿 | 2.22% | 631,150 | -10,575 | -1.6% | -$211.60万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.19亿 | 2.09% | 319,518 | -5,168 | -1.6% | -$192.78万 | 减仓 |
| AMZN | AMAZON COM INC | $1.11亿 | 1.95% | 464,512 | -8,906 | -1.9% | -$212.27万 | 减仓 |
| GOOGL | ALPHABET INC | $1.04亿 | 1.83% | 290,662 | -6,533 | -2.2% | -$233.47万 | 减仓 |
| GOOG | ALPHABET INC | $7,547.57万 | 1.33% | 213,613 | -5,787 | -2.6% | -$204.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $7,030.03万 | 1.24% | 94,139 | 1,909 | 2.1% | $142.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,933.65万 | 1.22% | 187,376 | 17,380 | 10.2% | $643.13万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,462.12万 | 1.14% | 135,313 | 1,833 | 1.4% | $87.54万 | 加仓 |
| LLY | ELI LILLY & CO | $6,091.98万 | 1.07% | 50,791 | 3 | 0.0% | $3,598 | 加仓 |
| MUB | ISHARES TR | $5,890.93万 | 1.04% | 547,382 | -170,373 | -23.7% | -$1,833.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,234.75万 | 0.92% | 159,923 | -910 | -0.6% | -$29.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,693.94万 | 0.82% | 184,823 | -2,736 | -1.5% | -$69.49万 | 减仓 |
| WMT | WALMART INC | $4,636.29万 | 0.81% | 409,349 | -6,659 | -1.6% | -$75.42万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,613.00万 | 0.81% | 647,439 | 24,710 | 4.0% | $176.06万 | 加仓 |
| HD | HOME DEPOT INC | $4,397.32万 | 0.77% | 124,683 | -7,202 | -5.5% | -$254.00万 | 减仓 |
| TJX | TJX COS INC NEW | $3,701.40万 | 0.65% | 244,317 | -4,715 | -1.9% | -$71.43万 | 减仓 |
| V | VISA INC | $3,506.65万 | 0.62% | 102,208 | -3,417 | -3.2% | -$117.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,399.12万 | 0.60% | 67,929 | 281 | 0.4% | $14.06万 | 加仓 |
| AVGO | BROADCOM INC | $3,097.70万 | 0.54% | 82,004 | 8,419 | 11.4% | $318.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,046.08万 | 0.54% | 44,351 | -1,201 | -2.6% | -$82.49万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,777.73万 | 0.49% | 54,084 | -330 | -0.6% | -$16.95万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,452.44万 | 0.43% | 286,869 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $2,399.49万 | 0.42% | 42,598 | -3,727 | -8.0% | -$209.94万 | 减仓 |
| — | EXXON MOBIL CORP | $2,317.16万 | 0.41% | 169,482 | 44,049 | 35.1% | $602.24万 | 加仓 |
| LIN | LINDE PLC | $2,227.52万 | 0.39% | 42,924 | 1,158 | 2.8% | $60.09万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,127.31万 | 0.37% | 234,440 | -69,782 | -22.9% | -$633.20万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,115.33万 | 0.37% | 29,378 | -89 | -0.3% | -$6.41万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,044.25万 | 0.36% | 27,760 | 2,969 | 12.0% | $218.64万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,031.27万 | 0.36% | 121,874 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1,917.05万 | 0.34% | 130,732 | -19,328 | -12.9% | -$283.43万 | 减仓 |
| IWF | ISHARES TR | $1,900.35万 | 0.33% | 153,044 | 756 | 0.5% | $9.39万 | 加仓 |
| CATH | GLOBAL X FDS | $1,832.26万 | 0.32% | 207,035 | 43,117 | 26.3% | $381.59万 | 加仓 |
| ABBV | ABBVIE INC | $1,802.60万 | 0.32% | 71,634 | -3,068 | -4.1% | -$77.20万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $1,734.56万 | 0.30% | 104,059 | -1,805 | -1.7% | -$30.09万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,651.38万 | 0.29% | 105,217 | 6,484 | 6.6% | $101.77万 | 加仓 |
| KO | COCA COLA CO | $1,631.44万 | 0.29% | 200,743 | 1,027 | 0.5% | $8.35万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,623.21万 | 0.29% | 22,451 | -3,026 | -11.9% | -$218.78万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,588.89万 | 0.28% | 58,067 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $1,557.06万 | 0.27% | 46,033 | -1,237 | -2.6% | -$41.84万 | 减仓 |
| GLD | SPDR GOLD TR | $1,537.84万 | 0.27% | 41,746 | 4,680 | 12.6% | $172.40万 | 加仓 |
| MSCI | MSCI INC | $1,499.84万 | 0.26% | 26,781 | 42 | 0.2% | $2.35万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,475.29万 | 0.26% | 82,770 | -1,430 | -1.7% | -$25.49万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,416.04万 | 0.25% | 64,822 | 704 | 1.1% | $15.38万 | 加仓 |
| PEP | PEPSICO INC | $1,322.91万 | 0.23% | 97,704 | -4,396 | -4.3% | -$59.52万 | 减仓 |
| SGOL | ETFS GOLD TR | $1,275.26万 | 0.22% | 333,575 | -4,069 | -1.2% | -$15.56万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $1,227.74万 | 0.22% | 102,964 | -24,090 | -19.0% | -$287.25万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,219.29万 | 0.21% | 168,971 | 16,710 | 11.0% | $120.58万 | 加仓 |
| MRK | MERCK & CO INC | $1,217.35万 | 0.21% | 94,736 | -7,269 | -7.1% | -$93.41万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,198.16万 | 0.21% | 16 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $1,180.95万 | 0.21% | 100,541 | -3,323 | -3.2% | -$39.03万 | 减仓 |
| — | GLOBAL X FDS | $1,093.90万 | 0.19% | 275,628 | 72,492 | 35.7% | $287.70万 | 加仓 |
| IJH | ISHARES TR | $1,050.54万 | 0.18% | 136,239 | -10,371 | -7.1% | -$79.97万 | 减仓 |
| NFLX | NETFLIX INC. | $1,031.16万 | 0.18% | 144,421 | 37,990 | 35.7% | $271.25万 | 加仓 |
| INTC | INTEL CORP | $1,028.50万 | 0.18% | 73,659 | 409 | 0.6% | $5.71万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,025.02万 | 0.18% | 43,319 | -5,935 | -12.0% | -$140.44万 | 减仓 |
| VMC | VULCAN MATLS CO | $1,021.44万 | 0.18% | 34,624 | 1,522 | 4.6% | $44.90万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,019.51万 | 0.18% | 71,220 | -5,432 | -7.1% | -$77.76万 | 减仓 |
| CAT | CATERPILLAR INC | $1,011.21万 | 0.18% | 9,496 | 50 | 0.5% | $5.32万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $995.26万 | 0.17% | 44,441 | -2,458 | -5.2% | -$55.05万 | 减仓 |
| IGV | ISHARES TR | $961.00万 | 0.17% | 106,071 | 9,603 | 10.0% | $87.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $950.23万 | 0.17% | 8,232 | 2,633 | 47.0% | $303.93万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $861.33万 | 0.15% | 9,207 | -349 | -3.7% | -$32.65万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $842.76万 | 0.15% | 229,260 | -2,680 | -1.2% | -$9.85万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $829.19万 | 0.15% | 38,971 | -4,235 | -9.8% | -$90.11万 | 减仓 |
| ADBE | ADOBE INC | $813.48万 | 0.14% | 39,678 | -6,539 | -14.1% | -$134.06万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $803.76万 | 0.14% | 44,770 | 44,770 | — | $803.76万 | 新建仓 |
| GE | GE AEROSPACE | $781.47万 | 0.14% | 20,910 | -305 | -1.4% | -$11.40万 | 减仓 |
| DHR | DANAHER CORP DEL | $776.36万 | 0.14% | 40,758 | -2,258 | -5.2% | -$43.01万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $733.61万 | 0.13% | 81,098 | -15,963 | -16.4% | -$144.40万 | 减仓 |
| DIS | DISNEY WALT CO | $703.49万 | 0.12% | 73,090 | -7,268 | -9.0% | -$69.95万 | 减仓 |
| ECL | ECOLAB INC | $696.24万 | 0.12% | 24,990 | -4,529 | -15.3% | -$126.18万 | 减仓 |
| RTX | RTX CORPORATION | $663.14万 | 0.12% | 34,952 | -92 | -0.3% | -$1.75万 | 减仓 |
| GEV | GE VERNOVA INC | $651.80万 | 0.11% | 5,548 | 308 | 5.9% | $36.19万 | 加仓 |
| USMV | ISHARES TR | $630.59万 | 0.11% | 65,374 | -541 | -0.8% | -$5.22万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $595.04万 | 0.10% | 69,079 | -461 | -0.7% | -$3.97万 | 减仓 |
| ACWV | ISHARES INC | $592.59万 | 0.10% | 49,288 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $581.35万 | 0.10% | 20,673 | 537 | 2.7% | $15.10万 | 加仓 |
| MCD | MCDONALDS CORP | $560.43万 | 0.10% | 20,733 | -1,556 | -7.0% | -$42.06万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $555.35万 | 0.10% | 16,285 | 50 | 0.3% | $1.71万 | 加仓 |
| BILS | SPDR SERIES TRUST | $548.90万 | 0.10% | 55,232 | -11,789 | -17.6% | -$117.16万 | 减仓 |
| COP | CONOCOPHILLIPS | $542.94万 | 0.10% | 52,226 | -682 | -1.3% | -$7.09万 | 减仓 |
| TSLA | TESLA INC | $541.73万 | 0.10% | 12,880 | 289 | 2.3% | $12.16万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $529.41万 | 0.09% | 11,540 | -1,461 | -11.2% | -$67.02万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $526.24万 | 0.09% | 12,144 | 56 | 0.5% | $2.43万 | 加仓 |
| EFA | ISHARES TR | $521.73万 | 0.09% | 50,224 | -3,457 | -6.4% | -$35.91万 | 减仓 |
| ADI | ANALOG DEVICES INC | $499.56万 | 0.09% | 12,578 | -97 | -0.8% | -$3.85万 | 减仓 |
| NEM | NEWMONT CORP | $492.61万 | 0.09% | 52,742 | -1,163 | -2.2% | -$10.86万 | 减仓 |
| IEFA | ISHARES TR | $491.38万 | 0.09% | 50,878 | 587 | 1.2% | $5.67万 | 加仓 |
| CVX | CHEVRON CORPORATION | $486.77万 | 0.09% | 29,366 | 246 | 0.8% | $4.08万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $476.57万 | 0.08% | 9,506 | -701 | -6.9% | -$35.14万 | 减仓 |
| — | MATTHEWS ASIA FDS | $472.80万 | 0.08% | 81,742 | 81,742 | — | $472.80万 | 新建仓 |
| CB | CHUBB LIMITED | $466.17万 | 0.08% | 13,681 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $458.20万 | 0.08% | 29,237 | -1,255 | -4.1% | -$19.67万 | 减仓 |