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 |
|---|---|---|---|---|---|---|---|---|
| — | HOLOGIC INC | $0 | 0.00% | 0 | -9,586 | -100.0% | -$72.46万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -5,139 | -100.0% | -$36.58万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,965 | -100.0% | -$35.05万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -7,036 | -100.0% | -$24.73万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -316 | -100.0% | -$24.42万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,724 | -100.0% | -$21.37万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -2,979 | -100.0% | -$21.33万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -2,899 | -100.0% | -$21.21万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -448 | -100.0% | -$21.20万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -8,014 | -100.0% | -$21.10万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -2,795 | -100.0% | -$21.05万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -3,222 | -100.0% | -$21.02万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -727 | -100.0% | -$20.63万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$20.13万 | 清仓 |
| ASPN | ASPEN AEROGELS INC | $6.34万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC | $7.43万 | 0.00% | 11,400 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $10.14万 | 0.00% | 10,587 | 10,587 | — | $10.14万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $12.21万 | 0.00% | 13,300 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $13.50万 | 0.00% | 23,163 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $14.76万 | 0.00% | 15,821 | -1,195 | -7.0% | -$1.11万 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $14.98万 | 0.00% | 10,024 | -6,139 | -38.0% | -$9.17万 | 减仓 |
| FLO | FLOWERS FOODS INC | $15.07万 | 0.00% | 19,070 | 19,070 | — | $15.07万 | 新建仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $16.51万 | 0.00% | 18,404 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $20.11万 | 0.00% | 3,542 | 3,542 | — | $20.11万 | 新建仓 |
| EFV | ISHARES TR | $20.20万 | 0.00% | 2,639 | 2,639 | — | $20.20万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $20.20万 | 0.00% | 3,704 | 3,704 | — | $20.20万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $20.37万 | 0.00% | 2,000 | 2,000 | — | $20.37万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $20.38万 | 0.00% | 1,818 | 1,818 | — | $20.38万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $20.43万 | 0.00% | 3,806 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $20.52万 | 0.00% | 10,230 | -48 | -0.5% | -$963 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $20.53万 | 0.00% | 2,119 | 2,119 | — | $20.53万 | 新建仓 |
| TY | TRI CONTL CORP | $20.71万 | 0.00% | 6,018 | -560 | -8.5% | -$1.93万 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $20.75万 | 0.00% | 928 | 928 | — | $20.75万 | 新建仓 |
| FDX | FEDEX CORP | $20.76万 | 0.00% | 663 | 1 | 0.2% | $313 | 加仓 |
| TRGP | TARGA RES CORP | $21.02万 | 0.00% | 784 | 784 | — | $21.02万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $21.21万 | 0.00% | 7,207 | -495 | -6.4% | -$1.46万 | 重新持有 |
| UNM | UNUM GROUP | $21.21万 | 0.00% | 2,373 | -496 | -17.3% | -$4.43万 | 重新持有 |
| DMLP | DORCHESTER MINERALS L P | $21.26万 | 0.00% | 8,418 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $21.45万 | 0.00% | 1,930 | -198 | -9.3% | -$2.20万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $21.49万 | 0.00% | 1,818 | -52 | -2.8% | -$6,147 | 减仓 |
| TILE | INTERFACE INC | $21.50万 | 0.00% | 6,000 | 6,000 | — | $21.50万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $21.52万 | 0.00% | 912 | 3 | 0.3% | $708 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.65万 | 0.00% | 1,482 | 1,482 | — | $21.65万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $21.87万 | 0.00% | 3,880 | 3,880 | — | $21.87万 | 新建仓 |
| VTRS | VIATRIS INC | $21.96万 | 0.00% | 13,829 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $21.97万 | 0.00% | 1,519 | 1,519 | — | $21.97万 | 新建仓 |
| EQIX | EQUINIX INC | $21.99万 | 0.00% | 211 | 1 | 0.5% | $1,042 | 加仓 |
| NTES | NETEASE COM INC | $22.01万 | 0.00% | 1,718 | 0 | 0.0% | — | 重新持有 |
| BTI | BRITISH AMERN TOB PLC | $22.28万 | 0.00% | 3,608 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $22.39万 | 0.00% | 705 | 705 | — | $22.39万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $22.40万 | 0.00% | 7,717 | 0 | 0.0% | — | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW | $22.47万 | 0.00% | 2,338 | 2,338 | — | $22.47万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $22.49万 | 0.00% | 1,486 | 5 | 0.3% | $757 | 加仓 |
| DOW | DOW HLDGS INC | $22.54万 | 0.00% | 8,238 | -303 | -3.5% | -$8,290 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $22.58万 | 0.00% | 2,513 | 2,513 | — | $22.58万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $23.01万 | 0.00% | 399 | -221 | -35.6% | -$12.75万 | 减仓 |
| TTE | TOTALENERGIES SE | $23.18万 | 0.00% | 2,981 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $23.27万 | 0.00% | 1,436 | 1,436 | — | $23.27万 | 新建仓 |
| GM | GENERAL MTRS CO | $23.39万 | 0.00% | 3,035 | -310 | -9.3% | -$2.39万 | 减仓 |
| SAN | BANCO SANTANDER SA | $23.49万 | 0.00% | 17,019 | 94 | 0.6% | $1,297 | 加仓 |
| UBS | UBS GROUP AG | $24.06万 | 0.00% | 4,854 | 308 | 6.8% | $1.53万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $24.27万 | 0.00% | 380 | 380 | — | $24.27万 | 新建仓 |
| EXC | EXELON CORP | $24.40万 | 0.00% | 5,234 | -10 | -0.2% | -$466 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $24.55万 | 0.00% | 12,708 | 12,708 | — | $24.55万 | 新建仓 |
| ROST | ROSS STORES INC | $24.75万 | 0.00% | 1,163 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $24.83万 | 0.00% | 1,094 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $25.08万 | 0.00% | 3,288 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $25.26万 | 0.00% | 1,004 | -11 | -1.1% | -$2,767 | 减仓 |
| ING | ING GROEP N.V. | $25.44万 | 0.00% | 8,107 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $26.29万 | 0.00% | 751 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $26.33万 | 0.00% | 884 | 884 | — | $26.33万 | 新建仓 |
| GME | GAMESTOP CORP | $26.50万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| WSE | WISE GROUP PLC | $26.85万 | 0.00% | 22,372 | 22,372 | — | $26.85万 | 新建仓 |
| PSX | PHILLIPS 66 | $26.91万 | 0.00% | 1,592 | -5 | -0.3% | -$845 | 减仓 |
| SPYV | SPDR SERIES TRUST | $27.08万 | 0.00% | 4,454 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $27.10万 | 0.00% | 955 | 108 | 12.8% | $3.06万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $27.34万 | 0.00% | 6,406 | 273 | 4.5% | $1.17万 | 加仓 |
| ABNB | AIRBNB INC | $27.49万 | 0.00% | 1,921 | -216 | -10.1% | -$3.09万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $27.60万 | 0.00% | 11,015 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $27.62万 | 0.00% | 2,365 | 0 | 0.0% | — | 不变 |
| RGEF | TIDAL TRUST III | $28.00万 | 0.00% | 8,001 | -1,989 | -19.9% | -$6.96万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $28.28万 | 0.00% | 3,795 | -83 | -2.1% | -$6,186 | 减仓 |
| XME | SPDR SERIES TRUST | $28.29万 | 0.00% | 2,646 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $28.77万 | 0.01% | 744 | -38 | -4.9% | -$1.47万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $28.81万 | 0.01% | 3,002 | -157 | -5.0% | -$1.51万 | 减仓 |
| AON | AON PLC | $28.96万 | 0.01% | 873 | -126 | -12.6% | -$4.18万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $29.39万 | 0.01% | 1,745 | -4 | -0.2% | -$674 | 减仓 |
| ADSK | AUTODESK INC | $29.63万 | 0.01% | 1,524 | -1,335 | -46.7% | -$25.96万 | 减仓 |
| MET | METLIFE INC | $29.92万 | 0.01% | 3,536 | -150 | -4.1% | -$1.27万 | 减仓 |
| AMCR | AMCOR PLC | $30.09万 | 0.01% | 6,941 | 10 | 0.1% | $433 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $30.32万 | 0.01% | 1,472 | -267 | -15.4% | -$5.50万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $30.38万 | 0.01% | 8,325 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $30.45万 | 0.01% | 17,175 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $30.63万 | 0.01% | 1,387 | -63 | -4.3% | -$1.39万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $30.66万 | 0.01% | 2,832 | 4 | 0.1% | $433 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $31.06万 | 0.01% | 2,558 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $31.12万 | 0.01% | 3,251 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $31.31万 | 0.01% | 2,654 | -918 | -25.7% | -$10.83万 | 减仓 |
| WY | WEYERHAEUSER CO | $31.45万 | 0.01% | 13,139 | -13,001 | -49.7% | -$31.12万 | 减仓 |
| MUSA | MURPHY USA INC | $31.58万 | 0.01% | 586 | 0 | 0.0% | — | 不变 |