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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | $69.37万 | 0.01% | 2,484 | 97 | 4.1% | $2.71万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $69.49万 | 0.01% | 5,106 | -363 | -6.6% | -$4.94万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $72.17万 | 0.01% | 3,295 | 148 | 4.7% | $3.24万 | 加仓 |
| — | HOLOGIC INC | $72.46万 | 0.01% | 9,586 | -4,105 | -30.0% | -$31.03万 | 减仓 |
| MO | ALTRIA GROUP INC | $72.81万 | 0.01% | 11,033 | 1,495 | 15.7% | $9.87万 | 加仓 |
| PCAR | PACCAR INC | $73.30万 | 0.01% | 6,346 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $75.30万 | 0.01% | 4,554 | -369 | -7.5% | -$6.10万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $75.55万 | 0.01% | 2,135 | -157 | -6.8% | -$5.56万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $76.80万 | 0.02% | 2,676 | -68 | -2.5% | -$1.95万 | 减仓 |
| CSX | CSX CORP | $77.18万 | 0.02% | 18,802 | 523 | 2.9% | $2.15万 | 加仓 |
| HSY | HERSHEY CO | $78.37万 | 0.02% | 3,770 | 3 | 0.1% | $624 | 加仓 |
| VDC | VANGUARD WORLD FD | $78.61万 | 0.02% | 3,500 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $79.34万 | 0.02% | 20,652 | 661 | 3.3% | $2.54万 | 加仓 |
| MCO | MOODYS CORP | $81.06万 | 0.02% | 1,858 | -171 | -8.4% | -$7.46万 | 减仓 |
| IOT | SAMSARA INC | $82.22万 | 0.02% | 25,946 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $82.52万 | 0.02% | 6,243 | -18 | -0.3% | -$2,379 | 减仓 |
| DVY | ISHARES TR | $83.12万 | 0.02% | 5,490 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $84.29万 | 0.02% | 15,105 | -22,698 | -60.0% | -$126.65万 | 减仓 |
| VST | VISTRA CORP | $84.65万 | 0.02% | 5,631 | -935 | -14.2% | -$14.06万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $85.80万 | 0.02% | 2,486 | 149 | 6.4% | $5.14万 | 加仓 |
| VPU | VANGUARD WORLD FD | $86.82万 | 0.02% | 4,382 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $87.43万 | 0.02% | 9,541 | -7,990 | -45.6% | -$73.22万 | 减仓 |
| SHEL | SHELL PLC | $88.74万 | 0.02% | 9,542 | -472 | -4.7% | -$4.39万 | 减仓 |
| IYW | ISHARES TR | $89.80万 | 0.02% | 4,950 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $91.08万 | 0.02% | 1,335 | 8 | 0.6% | $5,458 | 加仓 |
| AZN | ASTRAZENECA PLC | $92.31万 | 0.02% | 4,687 | 4,687 | — | $92.31万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $92.78万 | 0.02% | 11,255 | -1,000 | -8.2% | -$8.24万 | 减仓 |
| HEFA | ISHARES TR | $93.73万 | 0.02% | 22,056 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $95.86万 | 0.02% | 7,050 | -2 | -0.0% | -$272 | 减仓 |
| QCOM | QUALCOMM INC | $95.97万 | 0.02% | 7,452 | -5,124 | -40.7% | -$65.99万 | 减仓 |
| WM | WASTE MGMT INC DEL | $96.33万 | 0.02% | 4,192 | 193 | 4.8% | $4.44万 | 加仓 |
| UL | UNILEVER PLC | $97.73万 | 0.02% | 17,154 | -110 | -0.6% | -$6,267 | 减仓 |
| NVO | NOVO-NORDISK A S | $98.21万 | 0.02% | 26,725 | -9,496 | -26.2% | -$34.90万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $99.18万 | 0.02% | 2,090 | 5 | 0.2% | $2,373 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $99.27万 | 0.02% | 2,766 | 5 | 0.2% | $1,794 | 加仓 |
| IWP | ISHARES TR | $99.42万 | 0.02% | 7,760 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $101.52万 | 0.02% | 3,104 | 71 | 2.3% | $2.32万 | 加仓 |
| TECH | BIO-TECHNE CORP | $102.05万 | 0.02% | 19,527 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $102.99万 | 0.02% | 35,526 | 1,992 | 5.9% | $5.77万 | 加仓 |
| AZO | AUTOZONE INC | $104.37万 | 0.02% | 309 | 5 | 1.6% | $1.69万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $104.44万 | 0.02% | 18,548 | 1,806 | 10.8% | $10.17万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $107.56万 | 0.02% | 21,426 | 1,351 | 6.7% | $6.78万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $107.86万 | 0.02% | 6,250 | -416 | -6.2% | -$7.18万 | 减仓 |
| NUE | NUCOR CORP | $109.45万 | 0.02% | 6,472 | 995 | 18.2% | $16.83万 | 加仓 |
| IQLT | ISHARES TR | $109.92万 | 0.02% | 23,777 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $110.78万 | 0.02% | 2,562 | 57 | 2.3% | $2.46万 | 加仓 |
| EBAY | EBAY INC. | $113.47万 | 0.02% | 12,466 | -77 | -0.6% | -$7,009 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $113.51万 | 0.02% | 3,819 | -142 | -3.6% | -$4.22万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $113.57万 | 0.02% | 18,075 | 10,894 | 151.7% | $68.45万 | 加仓 |
| BX | BLACKSTONE INC | $113.84万 | 0.02% | 9,900 | -2,225 | -18.4% | -$25.59万 | 减仓 |
| APH | AMPHENOL CORP | $114.13万 | 0.02% | 9,033 | -92 | -1.0% | -$1.16万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $114.37万 | 0.02% | 12,390 | 105 | 0.9% | $9,693 | 加仓 |
| CRM | SALESFORCE INC | $114.60万 | 0.02% | 6,139 | -628 | -9.3% | -$11.72万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $114.99万 | 0.02% | 40,052 | 13,940 | 53.4% | $40.02万 | 加仓 |
| VAW | VANGUARD WORLD FD | $119.36万 | 0.02% | 5,297 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $119.88万 | 0.02% | 7,710 | -150 | -1.9% | -$2.33万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $122.08万 | 0.02% | 6,692 | 184 | 2.8% | $3.36万 | 加仓 |
| IWD | ISHARES TR | $123.63万 | 0.02% | 5,786 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $124.15万 | 0.02% | 2,013 | -44 | -2.1% | -$2.71万 | 减仓 |
| KR | KROGER CO | $124.31万 | 0.02% | 17,179 | -5,058 | -22.7% | -$36.60万 | 减仓 |
| IWB | ISHARES TR | $125.22万 | 0.02% | 3,512 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $126.41万 | 0.02% | 15,420 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $127.29万 | 0.02% | 13,761 | -200 | -1.4% | -$1.85万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $127.46万 | 0.02% | 6,266 | 266 | 4.4% | $5.41万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $128.99万 | 0.03% | 9,706 | 314 | 3.3% | $4.17万 | 加仓 |
| SYY | SYSCO CORP | $129.29万 | 0.03% | 18,125 | -160 | -0.9% | -$1.14万 | 减仓 |
| CPAY | CORPAY INC | $131.27万 | 0.03% | 4,511 | -3 | -0.1% | -$873 | 减仓 |
| MGK | VANGUARD WORLD FD | $132.19万 | 0.03% | 3,598 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $133.88万 | 0.03% | 2,904 | 216 | 8.0% | $9.96万 | 加仓 |
| BA | BOEING CO | $134.17万 | 0.03% | 6,741 | 14 | 0.2% | $2,786 | 加仓 |
| IDXX | IDEXX LABS INC | $137.44万 | 0.03% | 2,446 | 34 | 1.4% | $1.91万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $142.29万 | 0.03% | 3,632 | -178 | -4.7% | -$6.97万 | 减仓 |
| VV | VANGUARD INDEX FDS | $145.93万 | 0.03% | 4,883 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $146.52万 | 0.03% | 16,519 | 208 | 1.3% | $1.84万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $148.09万 | 0.03% | 27,399 | 15,001 | 121.0% | $81.08万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $149.03万 | 0.03% | 8,087 | -700 | -8.0% | -$12.90万 | 减仓 |
| IWM | ISHARES TR | $149.62万 | 0.03% | 6,033 | -804 | -11.8% | -$19.94万 | 减仓 |
| VGT | VANGUARD WORLD FD | $150.36万 | 0.03% | 2,155 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $151.63万 | 0.03% | 1,148 | 68 | 6.3% | $8.98万 | 加仓 |
| GSK | GSK PLC | $152.29万 | 0.03% | 27,594 | 637 | 2.4% | $3.52万 | 加仓 |
| NTRS | NORTHERN TR CORP | $157.17万 | 0.03% | 11,261 | -86 | -0.8% | -$1.20万 | 减仓 |
| IWR | ISHARES TR | $157.22万 | 0.03% | 16,170 | -2,072 | -11.4% | -$20.15万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $158.90万 | 0.03% | 61,948 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $159.30万 | 0.03% | 12,471 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $162.51万 | 0.03% | 35,482 | 40 | 0.1% | $1,832 | 加仓 |
| VNT | VONTIER CORPORATION | $162.51万 | 0.03% | 45,817 | -29,992 | -39.6% | -$106.38万 | 减仓 |
| ALL | ALLSTATE CORP | $165.46万 | 0.03% | 7,980 | -1,304 | -14.0% | -$27.04万 | 减仓 |
| KLAC | KLA CORP | $166.82万 | 0.03% | 1,133 | 85 | 8.1% | $12.52万 | 加仓 |
| ETN | EATON CORP PLC | $173.81万 | 0.03% | 4,859 | -13 | -0.3% | -$4,650 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $175.78万 | 0.03% | 3,937 | -39 | -1.0% | -$1.74万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $181.24万 | 0.04% | 25,267 | 15,392 | 155.9% | $110.41万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $181.77万 | 0.04% | 8,735 | -237 | -2.6% | -$4.93万 | 减仓 |
| ACWI | ISHARES TR | $185.94万 | 0.04% | 13,438 | 731 | 5.8% | $10.11万 | 加仓 |
| SLB | SLB LIMITED | $188.59万 | 0.04% | 36,698 | 456 | 1.3% | $2.34万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $189.16万 | 0.04% | 5,599 | 1,906 | 51.6% | $64.39万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $189.93万 | 0.04% | 23,960 | 5,124 | 27.2% | $40.62万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $191.31万 | 0.04% | 2,137 | 61 | 2.9% | $5.46万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $192.47万 | 0.04% | 19,564 | 244 | 1.3% | $2.40万 | 加仓 |
| XHB | SPDR SERIES TRUST | $192.49万 | 0.04% | 19,499 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $192.73万 | 0.04% | 15,504 | -357 | -2.3% | -$4.44万 | 减仓 |