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 |
|---|---|---|---|---|---|---|---|---|
| GWW | WW GRAINGER INC | $31.70万 | 0.01% | 233 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $32.24万 | 0.01% | 1,064 | 1,064 | — | $32.24万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $32.26万 | 0.01% | 2,220 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $32.29万 | 0.01% | 6,079 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $33.39万 | 0.01% | 2,638 | -127 | -4.6% | -$1.61万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $34.24万 | 0.01% | 16,810 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $34.37万 | 0.01% | 2,230 | 139 | 6.6% | $2.14万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $34.53万 | 0.01% | 14,642 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $34.73万 | 0.01% | 2,938 | -125 | -4.1% | -$1.48万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $34.74万 | 0.01% | 13,880 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $35.12万 | 0.01% | 4,905 | -507 | -9.4% | -$3.63万 | 减仓 |
| SBUX | STARBUCKS CORP | $35.51万 | 0.01% | 3,475 | -508 | -12.8% | -$5.19万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $35.62万 | 0.01% | 1,272 | 3 | 0.2% | $840 | 加仓 |
| EEM | ISHARES TR | $35.72万 | 0.01% | 5,222 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $35.76万 | 0.01% | 8,552 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $36.09万 | 0.01% | 3,033 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $36.13万 | 0.01% | 3,377 | 38 | 1.1% | $4,066 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $36.46万 | 0.01% | 8,920 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $36.58万 | 0.01% | 12,630 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $37.00万 | 0.01% | 1,835 | 1 | 0.1% | $202 | 加仓 |
| TMUS | T-MOBILE US INC | $37.17万 | 0.01% | 2,216 | 6 | 0.3% | $1,006 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $37.46万 | 0.01% | 2,640 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $37.50万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $37.91万 | 0.01% | 7,234 | 178 | 2.5% | $9,329 | 加仓 |
| USB | US BANCORP | $38.32万 | 0.01% | 6,345 | -458 | -6.7% | -$2.77万 | 减仓 |
| CTAS | CINTAS CORP | $38.51万 | 0.01% | 2,264 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $38.62万 | 0.01% | 13,316 | -32,501 | -70.9% | -$94.25万 | 减仓 |
| SNPS | SYNOPSYS INC | $38.81万 | 0.01% | 870 | 29 | 3.4% | $1.29万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $39.12万 | 0.01% | 19,666 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $39.16万 | 0.01% | 3,181 | -518 | -14.0% | -$6.38万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.31万 | 0.01% | 3,369 | 120 | 3.7% | $1.40万 | 加仓 |
| RY | ROYAL BK CDA | $39.43万 | 0.01% | 1,905 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT INC | $39.48万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $39.63万 | 0.01% | 9,654 | -1,127 | -10.5% | -$4.63万 | 减仓 |
| PKG | PACKAGING CORP AMER | $39.89万 | 0.01% | 1,674 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $41.13万 | 0.01% | 1,022 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $41.43万 | 0.01% | 15,225 | 2,036 | 15.4% | $5.54万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $41.75万 | 0.01% | 5,120 | 0 | 0.0% | — | 不变 |
| EQAL | INVESCO EXCH TRADED FD TR II | $41.77万 | 0.01% | 7,050 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $41.99万 | 0.01% | 7,435 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $42.00万 | 0.01% | 3,826 | -271 | -6.6% | -$2.97万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $42.35万 | 0.01% | 13,291 | 1,765 | 15.3% | $5.62万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $42.59万 | 0.01% | 4,438 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $42.68万 | 0.01% | 10,329 | 4,922 | 91.0% | $20.34万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.96万 | 0.01% | 3,140 | -89 | -2.8% | -$1.22万 | 减仓 |
| U | UNITY SOFTWARE INC | $43.18万 | 0.01% | 15,108 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $43.25万 | 0.01% | 3,788 | 195 | 5.4% | $2.23万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $43.40万 | 0.01% | 1,006 | 1,006 | — | $43.40万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $43.46万 | 0.01% | 1,158 | 6 | 0.5% | $2,252 | 加仓 |
| PAYX | PAYCHEX INC | $43.51万 | 0.01% | 4,425 | -155 | -3.4% | -$1.52万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $44.84万 | 0.01% | 3,876 | 0 | 0.0% | — | 不变 |
| EFAX | SPDR INDEX SHS FDS | $45.33万 | 0.01% | 8,375 | 997 | 13.5% | $5.40万 | 加仓 |
| DLN | WISDOMTREE TR | $45.37万 | 0.01% | 4,710 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $46.71万 | 0.01% | 6,890 | -432 | -5.9% | -$2.93万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $46.91万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $46.94万 | 0.01% | 1,363 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $48.77万 | 0.01% | 1,814 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $48.90万 | 0.01% | 5,494 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $49.25万 | 0.01% | 10,255 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $49.57万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $50.21万 | 0.01% | 3,974 | 15 | 0.4% | $1,895 | 加仓 |
| VCR | VANGUARD WORLD FD | $50.88万 | 0.01% | 1,283 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $51.00万 | 0.01% | 3,667 | -337 | -8.4% | -$4.69万 | 减仓 |
| STT | STATE STR CORP | $51.46万 | 0.01% | 3,034 | -178 | -5.5% | -$3.02万 | 减仓 |
| FISV | FISERV INC | $51.51万 | 0.01% | 10,502 | -4,603 | -30.5% | -$22.58万 | 减仓 |
| SNDK | SANDISK CORP | $51.61万 | 0.01% | 227 | 227 | — | $51.61万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $51.75万 | 0.01% | 2,254 | -76 | -3.3% | -$1.74万 | 减仓 |
| URI | UNITED RENTALS INC | $52.00万 | 0.01% | 459 | 4 | 0.9% | $4,532 | 加仓 |
| AGG | ISHARES TR | $52.10万 | 0.01% | 5,264 | -1,110 | -17.4% | -$10.99万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $52.63万 | 0.01% | 9,817 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $53.06万 | 0.01% | 5,580 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $53.32万 | 0.01% | 9,219 | 161 | 1.8% | $9,312 | 加仓 |
| RBRK | RUBRIK INC. | $53.79万 | 0.01% | 6,700 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $54.12万 | 0.01% | 1,895 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $54.41万 | 0.01% | 1,068 | -76 | -6.6% | -$3.87万 | 减仓 |
| DHI | D R HORTON INC | $54.43万 | 0.01% | 3,342 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $54.51万 | 0.01% | 1,628 | 148 | 10.0% | $4.96万 | 加仓 |
| CMI | CUMMINS INC | $54.92万 | 0.01% | 770 | -1 | -0.1% | -$713 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $55.46万 | 0.01% | 5,177 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $55.88万 | 0.01% | 5,855 | 1 | 0.0% | $95 | 加仓 |
| VBK | VANGUARD INDEX FDS | $56.94万 | 0.01% | 1,557 | 83 | 5.6% | $3.04万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $57.52万 | 0.01% | 1,101 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $57.97万 | 0.01% | 2,190 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $58.16万 | 0.01% | 4,318 | 4,318 | — | $58.16万 | 新建仓 |
| INTU | INTUIT | $59.48万 | 0.01% | 2,279 | -283 | -11.0% | -$7.39万 | 减仓 |
| MLRG | ISHARES TR | $59.48万 | 0.01% | 5,739 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $59.96万 | 0.01% | 6,371 | 38 | 0.6% | $3,577 | 加仓 |
| BHP | BHP BILLITON LIMITED | $60.37万 | 0.01% | 7,246 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $61.63万 | 0.01% | 6,208 | -7 | -0.1% | -$695 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $62.09万 | 0.01% | 2,500 | 16 | 0.6% | $3,974 | 加仓 |
| BFS | SAUL CTRS INC | $62.12万 | 0.01% | 16,614 | 16,614 | — | $62.12万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $62.21万 | 0.01% | 467 | 1 | 0.2% | $1,332 | 加仓 |
| EFG | ISHARES TR | $64.05万 | 0.01% | 5,148 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $64.36万 | 0.01% | 4,891 | -215 | -4.2% | -$2.83万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $64.84万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $65.18万 | 0.01% | 7,892 | 7,892 | — | $65.18万 | 新建仓 |
| HSY | HERSHEY CO | $66.18万 | 0.01% | 3,772 | 2 | 0.1% | $351 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $66.96万 | 0.01% | 45,000 | 45,000 | — | $66.96万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $68.08万 | 0.01% | 1,922 | -3 | -0.2% | -$1,063 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $68.45万 | 0.01% | 1,344 | 9 | 0.7% | $4,584 | 加仓 |