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 |
|---|---|---|---|---|---|---|---|---|
| DOV | DOVER CORP | $192.90万 | 0.04% | 9,254 | 1,277 | 16.0% | $26.62万 | 加仓 |
| CI | THE CIGNA GROUP | $192.94万 | 0.04% | 7,233 | 203 | 2.9% | $5.42万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $193.06万 | 0.04% | 22,652 | -1,254 | -5.2% | -$10.69万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $193.07万 | 0.04% | 26,612 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $193.09万 | 0.04% | 19,091 | 1,276 | 7.2% | $12.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $197.71万 | 0.04% | 7,307 | 103 | 1.4% | $2.79万 | 加仓 |
| TXN | TEXAS INSTRS INC | $198.12万 | 0.04% | 10,205 | 227 | 2.3% | $4.41万 | 加仓 |
| MCK | MCKESSON CORP | $199.29万 | 0.04% | 2,303 | -4 | -0.2% | -$3,461 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $199.77万 | 0.04% | 1,584 | -45 | -2.8% | -$5.68万 | 减仓 |
| SHY | ISHARES TR | $200.08万 | 0.04% | 24,232 | 14,858 | 158.5% | $122.68万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $203.38万 | 0.04% | 17,627 | -200 | -1.1% | -$2.31万 | 减仓 |
| SEB | SEABOARD CORP DEL | $204.11万 | 0.04% | 361 | 246 | 213.9% | $139.09万 | 加仓 |
| C | CITIGROUP INC | $209.66万 | 0.04% | 18,487 | 9,296 | 101.1% | $105.43万 | 加仓 |
| USHY | ISHARES TR | $209.72万 | 0.04% | 56,926 | 9,557 | 20.2% | $35.21万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $217.55万 | 0.04% | 7,489 | 17 | 0.2% | $4,938 | 加仓 |
| VO | VANGUARD INDEX FDS | $220.76万 | 0.04% | 7,687 | -420 | -5.2% | -$12.06万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $221.37万 | 0.04% | 48,240 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $225.03万 | 0.04% | 11,348 | -789 | -6.5% | -$15.65万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $227.57万 | 0.04% | 11,599 | 170 | 1.5% | $3.34万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $228.73万 | 0.04% | 37,282 | -2,189 | -5.5% | -$13.43万 | 减仓 |
| FTNT | FORTINET INC | $234.36万 | 0.05% | 28,679 | -423 | -1.5% | -$3.46万 | 减仓 |
| BLK | BLACKROCK INC | $234.67万 | 0.05% | 2,440 | 37 | 1.5% | $3.56万 | 加仓 |
| ILMN | ILLUMINA INC | $239.14万 | 0.05% | 19,401 | -62 | -0.3% | -$7,642 | 减仓 |
| IAUM | ISHARES GOLD TR | $250.77万 | 0.05% | 53,698 | 11,064 | 26.0% | $51.67万 | 加仓 |
| — | HONEYWELL INTL INC | $253.10万 | 0.05% | 11,198 | 192 | 1.7% | $4.34万 | 加仓 |
| WMB | WILLIAMS COS INC | $254.10万 | 0.05% | 34,914 | 163 | 0.5% | $1.19万 | 加仓 |
| GLDM | WORLD GOLD TR | $255.81万 | 0.05% | 27,598 | -2,923 | -9.6% | -$27.09万 | 减仓 |
| MDT | MEDTRONIC PLC | $258.17万 | 0.05% | 29,794 | 191 | 0.6% | $1.66万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $258.27万 | 0.05% | 12,088 | -959 | -7.4% | -$20.49万 | 减仓 |
| CTVA | CORTEVA INC | $258.62万 | 0.05% | 30,895 | 430 | 1.4% | $3.60万 | 加仓 |
| IBB | ISHARES TR | $259.21万 | 0.05% | 15,352 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $260.28万 | 0.05% | 16,235 | -891 | -5.2% | -$14.28万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $261.43万 | 0.05% | 12,703 | -259 | -2.0% | -$5.33万 | 减仓 |
| SGOV | ISHARES TR | $262.41万 | 0.05% | 26,069 | -2,777 | -9.6% | -$27.95万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $264.44万 | 0.05% | 9,066 | -33 | -0.4% | -$9,625 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $266.69万 | 0.05% | 13,648 | 228 | 1.7% | $4.46万 | 加仓 |
| VHT | VANGUARD WORLD FD | $272.82万 | 0.05% | 10,018 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $279.90万 | 0.05% | 46,150 | 1,314 | 2.9% | $7.97万 | 加仓 |
| VB | VANGUARD INDEX FDS | $281.40万 | 0.06% | 10,744 | 6,191 | 136.0% | $162.15万 | 加仓 |
| EOG | EOG RES INC | $283.17万 | 0.06% | 19,587 | -7,973 | -28.9% | -$115.26万 | 减仓 |
| IVW | ISHARES TR | $299.04万 | 0.06% | 26,438 | -2,433 | -8.4% | -$27.52万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $300.06万 | 0.06% | 11,528 | -185 | -1.6% | -$4.82万 | 减仓 |
| SUB | ISHARES TR | $306.99万 | 0.06% | 28,825 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $314.26万 | 0.06% | 12,870 | 1,024 | 8.6% | $25.00万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $316.05万 | 0.06% | 103,014 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $318.18万 | 0.06% | 67,697 | 1,473 | 2.2% | $6.92万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $320.18万 | 0.06% | 34,069 | 74 | 0.2% | $6,955 | 加仓 |
| WFC | WELLS FARGO & CO | $320.97万 | 0.06% | 40,318 | 264 | 0.7% | $2.10万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $321.29万 | 0.06% | 9,384 | -745 | -7.4% | -$25.51万 | 减仓 |
| INTC | INTEL CORP | $323.25万 | 0.06% | 73,250 | 2,391 | 3.4% | $10.55万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $327.48万 | 0.06% | 15,074 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $328.54万 | 0.06% | 3,883 | 95 | 2.5% | $8.04万 | 加仓 |
| DE | DEERE & CO | $342.61万 | 0.07% | 6,082 | 828 | 15.8% | $46.64万 | 加仓 |
| GIS | GENERAL MILLS INC | $351.04万 | 0.07% | 94,316 | -908 | -1.0% | -$3.38万 | 减仓 |
| ITOT | ISHARES TR | $359.54万 | 0.07% | 25,243 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $361.84万 | 0.07% | 24,915 | -1,816 | -6.8% | -$26.37万 | 减仓 |
| BAC | BANK AMERICA CORP | $362.99万 | 0.07% | 74,459 | 10,711 | 16.8% | $52.22万 | 加仓 |
| SYK | STRYKER CORPORATION | $372.95万 | 0.07% | 11,350 | 2 | 0.0% | $657 | 加仓 |
| ALC | ALCON AG | $373.13万 | 0.07% | 49,519 | -19,481 | -28.2% | -$146.79万 | 减仓 |
| LOW | LOWES COS INC | $377.01万 | 0.07% | 15,956 | -73 | -0.5% | -$1.72万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $378.01万 | 0.07% | 25,524 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $386.37万 | 0.08% | 23,890 | -341 | -1.4% | -$5.51万 | 减仓 |
| AFL | AFLAC INC | $386.97万 | 0.08% | 35,272 | -558 | -1.6% | -$6.12万 | 减仓 |
| MS | MORGAN STANLEY | $387.12万 | 0.08% | 23,523 | 3,853 | 19.6% | $63.41万 | 加仓 |
| ATR | APTARGROUP INC | $387.55万 | 0.08% | 30,753 | -9,865 | -24.3% | -$124.32万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $396.59万 | 0.08% | 42,699 | -236 | -0.5% | -$2.19万 | 减仓 |
| UNP | UNION PAC CORP | $396.61万 | 0.08% | 16,347 | 1,490 | 10.0% | $36.15万 | 加仓 |
| ADI | ANALOG DEVICES INC | $403.24万 | 0.08% | 12,675 | -1,201 | -8.7% | -$38.21万 | 减仓 |
| PFE | PFIZER INC | $404.37万 | 0.08% | 144,007 | -2,883 | -2.0% | -$8.10万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $408.99万 | 0.08% | 13,450 | -419 | -3.0% | -$12.74万 | 减仓 |
| CB | CHUBB LTD SWITZ | $445.90万 | 0.09% | 13,681 | -170 | -1.2% | -$5.54万 | 减仓 |
| ORCL | ORACLE CORP | $446.21万 | 0.09% | 30,332 | 6,178 | 25.6% | $90.88万 | 加仓 |
| IEFA | ISHARES TR | $455.28万 | 0.09% | 50,291 | 5,820 | 13.1% | $52.69万 | 加仓 |
| GEV | GE VERNOVA INC | $457.39万 | 0.09% | 5,240 | -3 | -0.1% | -$2,619 | 减仓 |
| NVS | NOVARTIS AG | $465.77万 | 0.09% | 30,492 | -655 | -2.1% | -$10.01万 | 减仓 |
| TSLA | TESLA INC | $468.07万 | 0.09% | 12,591 | -831 | -6.2% | -$30.89万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $470.72万 | 0.09% | 32,107 | -1,056 | -3.2% | -$15.48万 | 减仓 |
| IAU | ISHARES GOLD TR | $470.85万 | 0.09% | 53,409 | 14,085 | 35.8% | $124.17万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $488.08万 | 0.10% | 20,136 | 570 | 2.9% | $13.82万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $501.68万 | 0.10% | 10,207 | -141 | -1.4% | -$6.93万 | 减仓 |
| SPGI | S&P GLOBAL INC | $503.69万 | 0.10% | 11,842 | -940 | -7.4% | -$39.98万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $506.25万 | 0.10% | 11,590 | -744 | -6.0% | -$32.50万 | 减仓 |
| AMGN | AMGEN INC | $508.60万 | 0.10% | 14,455 | -120 | -0.8% | -$4.22万 | 减仓 |
| EFA | ISHARES TR | $521.40万 | 0.10% | 53,681 | 4,414 | 9.0% | $42.87万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $577.76万 | 0.11% | 13,001 | -250 | -1.9% | -$11.11万 | 减仓 |
| NEM | NEWMONT CORP | $583.52万 | 0.11% | 53,905 | 2,989 | 5.9% | $32.36万 | 加仓 |
| ACWV | ISHARES INC | $589.04万 | 0.12% | 49,288 | 49,288 | — | $589.04万 | 新建仓 |
| GE | GE AEROSPACE | $602.02万 | 0.12% | 21,215 | -203 | -0.9% | -$5.76万 | 减仓 |
| CVX | CHEVRON CORPORATION | $602.50万 | 0.12% | 29,120 | -5,418 | -15.7% | -$112.10万 | 减仓 |
| USMV | ISHARES TR | $611.29万 | 0.12% | 65,915 | 5,493 | 9.1% | $50.94万 | 加仓 |
| BILS | SPDR SERIES TRUST | $666.46万 | 0.13% | 67,021 | -10,509 | -13.6% | -$104.50万 | 减仓 |
| CAT | CATERPILLAR INC | $669.20万 | 0.13% | 9,446 | 86 | 0.9% | $6.09万 | 加仓 |
| RTX | RTX CORPORATION | $675.99万 | 0.13% | 35,044 | 4,746 | 15.7% | $91.55万 | 加仓 |
| MCD | MCDONALDS CORP | $692.72万 | 0.14% | 22,289 | -976 | -4.2% | -$30.33万 | 减仓 |
| COP | CONOCOPHILLIPS | $698.38万 | 0.14% | 52,908 | -6,113 | -10.4% | -$80.69万 | 减仓 |
| — | GLOBAL X FDS | $749.31万 | 0.15% | 203,136 | 203,136 | — | $749.31万 | 新建仓 |
| IGV | ISHARES TR | $772.23万 | 0.15% | 96,468 | 96,468 | — | $772.23万 | 新建仓 |
| DIS | DISNEY WALT CO | $774.49万 | 0.15% | 80,358 | 731 | 0.9% | $7.05万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $777.26万 | 0.15% | 97,061 | -10,866 | -10.1% | -$87.01万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $777.51万 | 0.15% | 98,845 | 456 | 0.5% | $3.59万 | 加仓 |