Choate Investment Advisors
BOSTON MA · SEC CIK 0001399794
$51.10亿2026Q1 申报市值
438持仓数
61.3%前十大占比 · 第一大 32.9%
23 / 23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
IEMG 加仓+$1.94亿
IVV 加仓+$8,738.32万
GVI 加仓+$1,148.68万
CATH 加仓+$1,137.75万
VEU 加仓+$965.30万
2026Q1 卖出最多 按季末市值估算
OAKM 减仓-$8,082.34万
MUB 减仓-$4,752.95万
HD 减仓-$509.45万
TJX 减仓-$421.99万
WMT 减仓-$194.54万
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 |
|---|---|---|---|---|---|---|---|---|
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -12,733 | -100.0% | -$83.41万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,342 | -100.0% | -$79.82万 | 清仓 |
| LION | LIONSGATE STUDIOS CORP | $0 | 0.00% | 0 | -53,725 | -100.0% | -$49.05万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -1,234 | -100.0% | -$42.32万 | 清仓 |
| PAR | PAR TECHNOLOGY CORP | $0 | 0.00% | 0 | -8,196 | -100.0% | -$29.74万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -4,467 | -100.0% | -$28.94万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,273 | -100.0% | -$27.34万 | 清仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $0 | 0.00% | 0 | -35,661 | -100.0% | -$26.60万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,158 | -100.0% | -$25.84万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -5,200 | -100.0% | -$25.11万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -366 | -100.0% | -$24.66万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTES | NETEASE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -377 | -100.0% | -$22.81万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -1,050 | -100.0% | -$22.41万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -5,477 | -100.0% | -$22.14万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -3,635 | -100.0% | -$21.82万 | 清仓 |
| TY | TRI CONTL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -987 | -100.0% | -$20.22万 | 清仓 |
| EBC | EASTERN BANKSHARES INC | $0 | 0.00% | 0 | -10,580 | -100.0% | -$19.50万 | 清仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $0 | 0.00% | 0 | -19,814 | -100.0% | -$18.07万 | 清仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,887 | -100.0% | -$17.55万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -2,506 | -100.0% | -$12.18万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -14,597 | -100.0% | -$5.91万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -500 | -100.0% | -$5.51万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -48 | -100.0% | -$5,844 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ASPN | ASPEN AEROGELS INC | $3.42万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC | $6.74万 | 0.00% | 11,400 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $11.65万 | 0.00% | 23,163 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $11.84万 | 0.00% | 13,189 | 325 | 2.5% | $2,919 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $14.40万 | 0.00% | 13,300 | 13,300 | — | $14.40万 | 新建仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $15.79万 | 0.00% | 18,404 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $17.03万 | 0.00% | 17,016 | 10 | 0.1% | $100 | 加仓 |
| VTRS | VIATRIS INC | $18.68万 | 0.00% | 13,829 | -427 | -3.0% | -$5,769 | 减仓 |
| SAN | BANCO SANTANDER SA | $19.09万 | 0.00% | 16,925 | -211 | -1.2% | -$2,380 | 减仓 |
| — | KALVISTA PHARMACEUTICALS INC | $20.13万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $20.59万 | 0.00% | 210 | 210 | — | $20.59万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $20.63万 | 0.00% | 727 | 727 | — | $20.63万 | 新建仓 |
| TRMB | TRIMBLE INC | $21.02万 | 0.00% | 3,222 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $21.05万 | 0.00% | 2,795 | 137 | 5.2% | $1.03万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $21.10万 | 0.00% | 3,608 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $21.10万 | 0.00% | 8,014 | -892 | -10.0% | -$2.35万 | 减仓 |
| ING | ING GROEP N.V. | $21.12万 | 0.00% | 8,107 | -485 | -5.6% | -$1.26万 | 减仓 |
| RPM | RPM INTL INC | $21.15万 | 0.00% | 2,128 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $21.20万 | 0.00% | 448 | -51 | -10.2% | -$2.41万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $21.21万 | 0.00% | 751 | -800 | -51.6% | -$22.59万 | 减仓 |
| EIX | EDISON INTL | $21.21万 | 0.00% | 2,899 | 2,899 | — | $21.21万 | 新建仓 |
| SONY | SONY GROUP CORP | $21.28万 | 0.00% | 10,278 | 343 | 3.5% | $7,100 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $21.29万 | 0.00% | 16,163 | 16,163 | — | $21.29万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $21.33万 | 0.00% | 2,979 | 2,979 | — | $21.33万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $21.37万 | 0.00% | 4,724 | 507 | 12.0% | $2.29万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $21.48万 | 0.00% | 1,870 | 1,870 | — | $21.48万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $21.51万 | 0.00% | 847 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $21.63万 | 0.00% | 1,094 | 1,094 | — | $21.63万 | 新建仓 |
| DMLP | DORCHESTER MINERALS L P | $22.81万 | 0.00% | 8,418 | 0 | 0.0% | — | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.89万 | 0.00% | 782 | 19 | 2.5% | $5,562 | 加仓 |
| BDX | BECTON DICKINSON & CO | $23.29万 | 0.00% | 1,481 | 4 | 0.3% | $629 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $23.46万 | 0.00% | 5,120 | -432 | -7.8% | -$1.98万 | 减仓 |
| FDX | FEDEX CORP | $23.58万 | 0.00% | 662 | 662 | — | $23.58万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $23.59万 | 0.00% | 3,288 | 3,288 | — | $23.59万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $23.86万 | 0.00% | 11,015 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $23.87万 | 0.00% | 2,558 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $24.42万 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $24.73万 | 0.00% | 7,036 | -3,475 | -33.1% | -$12.21万 | 减仓 |
| GM | GENERAL MTRS CO | $24.92万 | 0.00% | 3,345 | 86 | 2.6% | $6,407 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $25.16万 | 0.00% | 3,806 | 3,806 | — | $25.16万 | 新建仓 |
| ROST | ROSS STORES INC | $25.19万 | 0.00% | 1,163 | 7 | 0.6% | $1,516 | 加仓 |
| SPYV | SPDR SERIES TRUST | $25.20万 | 0.00% | 4,454 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $25.21万 | 0.00% | 1,015 | -29 | -2.8% | -$7,202 | 减仓 |
| GWW | WW GRAINGER INC | $25.42万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $25.71万 | 0.01% | 5,244 | 127 | 2.5% | $6,226 | 加仓 |
| MET | METLIFE INC | $26.07万 | 0.01% | 3,686 | -93 | -2.5% | -$6,577 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $26.88万 | 0.01% | 17,175 | 17,175 | — | $26.88万 | 新建仓 |
| ABNB | AIRBNB INC | $26.99万 | 0.01% | 2,137 | -392 | -15.5% | -$4.95万 | 减仓 |
| TTE | TOTALENERGIES SE | $27.12万 | 0.01% | 2,981 | 2,981 | — | $27.12万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $27.21万 | 0.01% | 5,407 | -2,125 | -28.2% | -$10.69万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $27.38万 | 0.01% | 2,365 | 18 | 0.8% | $2,084 | 加仓 |
| AMCR | AMCOR PLC | $27.55万 | 0.01% | 6,931 | 6,931 | — | $27.55万 | 新建仓 |
| GME | GAMESTOP CORP | $27.65万 | 0.01% | 12,000 | 12,000 | — | $27.65万 | 新建仓 |
| XME | SPDR SERIES TRUST | $28.58万 | 0.01% | 2,646 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT INC | $28.68万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $28.92万 | 0.01% | 14,642 | 580 | 4.1% | $1.15万 | 加仓 |
| MUSA | MURPHY USA INC | $28.95万 | 0.01% | 586 | -7 | -1.2% | -$3,458 | 减仓 |
| PSX | PHILLIPS 66 | $29.09万 | 0.01% | 1,597 | 1,597 | — | $29.09万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $29.11万 | 0.01% | 2,220 | -3 | -0.1% | -$393 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $29.18万 | 0.01% | 3,878 | 249 | 6.9% | $1.87万 | 加仓 |
| EEM | ISHARES TR | $29.66万 | 0.01% | 5,222 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $29.70万 | 0.01% | 3,033 | 0 | 0.0% | — | 不变 |
| RGEF | TIDAL TRUST III | $30.02万 | 0.01% | 9,990 | -1,567 | -13.6% | -$4.71万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $30.07万 | 0.01% | 8,325 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $30.82万 | 0.01% | 1,905 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $31.38万 | 0.01% | 3,251 | 100 | 3.2% | $9,652 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $31.70万 | 0.01% | 12,630 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.01万 | 0.01% | 1,152 | 1,152 | — | $32.01万 | 新建仓 |
| AON | AON PLC | $32.25万 | 0.01% | 999 | -79 | -7.3% | -$2.55万 | 减仓 |