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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $16.83亿 | 32.94% | 2,576,994 | 133,775 | 5.5% | $8,738.32万 | 加仓 |
| GVI | ISHARES TR | $2.35亿 | 4.60% | 2,205,187 | 107,675 | 5.1% | $1,148.68万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.33亿 | 4.56% | 3,104,806 | 128,535 | 4.3% | $965.30万 | 加仓 |
| IEMG | ISHARES INC | $1.97亿 | 3.85% | 2,819,485 | 2,781,706 | 7,363.1% | $1.94亿 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $1.68亿 | 3.29% | 6,094,109 | -2,932,101 | -32.5% | -$8,082.34万 | 减仓 |
| AAPL | APPLE INC | $1.58亿 | 3.10% | 624,254 | 880 | 0.1% | $22.33万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $1.26亿 | 2.47% | 2,377,793 | -3,667 | -0.2% | -$19.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.20亿 | 2.35% | 324,686 | -682 | -0.2% | -$25.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.12亿 | 2.19% | 641,725 | -4,351 | -0.7% | -$75.88万 | 减仓 |
| AMZN | AMAZON COM INC | $9,859.88万 | 1.93% | 473,418 | -949 | -0.2% | -$19.76万 | 减仓 |
| GOOGL | ALPHABET INC | $8,546.14万 | 1.67% | 297,195 | -2,615 | -0.9% | -$75.20万 | 减仓 |
| MUB | ISHARES TR | $7,618.97万 | 1.49% | 717,755 | -447,758 | -38.4% | -$4,752.95万 | 减仓 |
| GOOG | ALPHABET INC | $6,293.70万 | 1.23% | 219,400 | -2,727 | -1.2% | -$78.23万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,998.09万 | 1.17% | 92,230 | -421 | -0.5% | -$27.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5,453.63万 | 1.07% | 169,996 | 1,090 | 0.6% | $34.97万 | 加仓 |
| WMT | WALMART INC | $5,170.15万 | 1.01% | 416,008 | -15,653 | -3.6% | -$194.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,731.05万 | 0.93% | 160,833 | 21,324 | 15.3% | $627.27万 | 加仓 |
| LLY | ELI LILLY & CO | $4,671.29万 | 0.91% | 50,788 | 2,603 | 5.4% | $239.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,584.68万 | 0.90% | 187,559 | -7,554 | -3.9% | -$184.65万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,510.97万 | 0.88% | 133,480 | -5,281 | -3.8% | -$178.47万 | 减仓 |
| HD | HOME DEPOT INC | $4,337.57万 | 0.85% | 131,885 | -15,490 | -10.5% | -$509.45万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,990.45万 | 0.78% | 622,729 | 53,007 | 9.3% | $339.67万 | 加仓 |
| TJX | TJX COS INC NEW | $3,977.04万 | 0.78% | 249,032 | -26,424 | -9.6% | -$421.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,241.71万 | 0.63% | 67,648 | 750 | 1.1% | $35.94万 | 加仓 |
| V | VISA INC | $3,192.41万 | 0.62% | 105,625 | -136 | -0.1% | -$4.11万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $3,123.45万 | 0.61% | 304,222 | -1,754 | -0.6% | -$18.01万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,721.97万 | 0.53% | 45,552 | 566 | 1.3% | $33.82万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,718.83万 | 0.53% | 54,414 | -157 | -0.3% | -$7.84万 | 减仓 |
| META | META PLATFORMS INC | $2,650.38万 | 0.52% | 46,325 | 3,580 | 8.4% | $204.82万 | 加仓 |
| AVGO | BROADCOM INC | $2,277.53万 | 0.45% | 73,585 | 21,535 | 41.4% | $666.53万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,212.05万 | 0.43% | 286,869 | -1,700 | -0.6% | -$13.11万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,167.47万 | 0.42% | 150,060 | -9,782 | -6.1% | -$141.29万 | 减仓 |
| — | EXXON MOBIL CORP | $2,128.09万 | 0.42% | 125,433 | 2,034 | 1.6% | $34.51万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,113.90万 | 0.41% | 121,874 | 84 | 0.1% | $1.46万 | 加仓 |
| LIN | LINDE PLC | $2,070.61万 | 0.41% | 41,766 | 1,405 | 3.5% | $69.66万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $1,719.66万 | 0.34% | 105,864 | -2,720 | -2.5% | -$44.18万 | 减仓 |
| ABBV | ABBVIE INC | $1,624.70万 | 0.32% | 74,702 | 3,288 | 4.6% | $71.51万 | 加仓 |
| IWF | ISHARES TR | $1,623.39万 | 0.32% | 38,072 | -1,138 | -2.9% | -$48.52万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,617.80万 | 0.32% | 29,467 | 505 | 1.7% | $27.73万 | 加仓 |
| GLD | SPDR GOLD TR | $1,594.91万 | 0.31% | 37,066 | -2,205 | -5.6% | -$94.88万 | 减仓 |
| PEP | PEPSICO INC | $1,585.51万 | 0.31% | 102,100 | -2,339 | -2.2% | -$36.32万 | 减仓 |
| KO | COCA COLA CO | $1,518.84万 | 0.30% | 199,716 | 26,782 | 15.5% | $203.68万 | 加仓 |
| SGOL | ETFS GOLD TR | $1,506.57万 | 0.29% | 337,644 | -8,739 | -2.5% | -$38.99万 | 减仓 |
| MSCI | MSCI INC | $1,441.26万 | 0.28% | 26,739 | -1,086 | -3.9% | -$58.54万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,430.89万 | 0.28% | 24,791 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $1,429.82万 | 0.28% | 47,270 | -129 | -0.3% | -$3.90万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,418.04万 | 0.28% | 3,368 | 133 | 4.1% | $56.00万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,372.41万 | 0.27% | 58,067 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,365.67万 | 0.27% | 98,733 | 9,540 | 10.7% | $131.96万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1,305.73万 | 0.26% | 127,054 | -3,156 | -2.4% | -$32.43万 | 减仓 |
| CATH | GLOBAL X FDS | $1,281.02万 | 0.25% | 163,918 | 145,585 | 794.1% | $1,137.75万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,271.08万 | 0.25% | 64,118 | 925 | 1.5% | $18.34万 | 加仓 |
| MRK | MERCK & CO INC | $1,227.01万 | 0.24% | 102,005 | 3,505 | 3.6% | $42.16万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,149.02万 | 0.22% | 16 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1,123.44万 | 0.22% | 46,217 | -6,846 | -12.9% | -$166.41万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,095.21万 | 0.21% | 152,261 | 61,182 | 67.2% | $440.08万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,059.26万 | 0.21% | 49,254 | -1,305 | -2.6% | -$28.07万 | 减仓 |
| NFLX | NETFLIX INC. | $1,023.33万 | 0.20% | 106,431 | 67,412 | 172.8% | $648.17万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,004.29万 | 0.20% | 76,652 | -2,224 | -2.8% | -$29.14万 | 减仓 |
| IJH | ISHARES TR | $990.06万 | 0.19% | 146,610 | -429 | -0.3% | -$2.90万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $952.90万 | 0.19% | 46,899 | -805 | -1.7% | -$16.36万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $952.23万 | 0.19% | 9,556 | -869 | -8.3% | -$86.59万 | 减仓 |
| VMC | VULCAN MATLS CO | $901.37万 | 0.18% | 33,102 | 4,358 | 15.2% | $118.67万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $877.66万 | 0.17% | 231,940 | -34,051 | -12.8% | -$128.85万 | 减仓 |
| AMAT | APPLIED MATLS INC | $870.78万 | 0.17% | 25,477 | 398 | 1.6% | $13.60万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $829.21万 | 0.16% | 43,206 | -5,437 | -11.2% | -$104.35万 | 减仓 |
| DHR | DANAHER CORP DEL | $815.58万 | 0.16% | 43,016 | 419 | 1.0% | $7.94万 | 加仓 |
| CSCO | CISCO SYS INC | $805.88万 | 0.16% | 103,864 | 877 | 0.9% | $6.80万 | 加仓 |
| ECL | ECOLAB INC | $785.25万 | 0.15% | 29,519 | -2,779 | -8.6% | -$73.93万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $777.51万 | 0.15% | 98,845 | 456 | 0.5% | $3.59万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $777.26万 | 0.15% | 97,061 | -10,866 | -10.1% | -$87.01万 | 减仓 |
| DIS | DISNEY WALT CO | $774.49万 | 0.15% | 80,358 | 731 | 0.9% | $7.05万 | 加仓 |
| IGV | ISHARES TR | $772.23万 | 0.15% | 96,468 | 96,468 | — | $772.23万 | 新建仓 |
| — | GLOBAL X FDS | $749.31万 | 0.15% | 203,136 | 203,136 | — | $749.31万 | 新建仓 |
| COP | CONOCOPHILLIPS | $698.38万 | 0.14% | 52,908 | -6,113 | -10.4% | -$80.69万 | 减仓 |
| MCD | MCDONALDS CORP | $692.72万 | 0.14% | 22,289 | -976 | -4.2% | -$30.33万 | 减仓 |
| RTX | RTX CORPORATION | $675.99万 | 0.13% | 35,044 | 4,746 | 15.7% | $91.55万 | 加仓 |
| CAT | CATERPILLAR INC | $669.20万 | 0.13% | 9,446 | 86 | 0.9% | $6.09万 | 加仓 |
| BILS | SPDR SERIES TRUST | $666.46万 | 0.13% | 67,021 | -10,509 | -13.6% | -$104.50万 | 减仓 |
| USMV | ISHARES TR | $611.29万 | 0.12% | 65,915 | 5,493 | 9.1% | $50.94万 | 加仓 |
| CVX | CHEVRON CORPORATION | $602.50万 | 0.12% | 29,120 | -5,418 | -15.7% | -$112.10万 | 减仓 |
| GE | GE AEROSPACE | $602.02万 | 0.12% | 21,215 | -203 | -0.9% | -$5.76万 | 减仓 |
| ACWV | ISHARES INC | $589.04万 | 0.12% | 49,288 | 49,288 | — | $589.04万 | 新建仓 |
| NEM | NEWMONT CORP | $583.52万 | 0.11% | 53,905 | 2,989 | 5.9% | $32.36万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $577.76万 | 0.11% | 13,001 | -250 | -1.9% | -$11.11万 | 减仓 |
| EFA | ISHARES TR | $521.40万 | 0.10% | 53,681 | 4,414 | 9.0% | $42.87万 | 加仓 |
| AMGN | AMGEN INC | $508.60万 | 0.10% | 14,455 | -120 | -0.8% | -$4.22万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $506.25万 | 0.10% | 11,590 | -744 | -6.0% | -$32.50万 | 减仓 |
| SPGI | S&P GLOBAL INC | $503.69万 | 0.10% | 11,842 | -940 | -7.4% | -$39.98万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $501.68万 | 0.10% | 10,207 | -141 | -1.4% | -$6.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $488.08万 | 0.10% | 20,136 | 570 | 2.9% | $13.82万 | 加仓 |
| IAU | ISHARES GOLD TR | $470.85万 | 0.09% | 53,409 | 14,085 | 35.8% | $124.17万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $470.72万 | 0.09% | 32,107 | -1,056 | -3.2% | -$15.48万 | 减仓 |
| TSLA | TESLA INC | $468.07万 | 0.09% | 12,591 | -831 | -6.2% | -$30.89万 | 减仓 |
| NVS | NOVARTIS AG | $465.77万 | 0.09% | 30,492 | -655 | -2.1% | -$10.01万 | 减仓 |
| GEV | GE VERNOVA INC | $457.39万 | 0.09% | 5,240 | -3 | -0.1% | -$2,619 | 减仓 |
| IEFA | ISHARES TR | $455.28万 | 0.09% | 50,291 | 5,820 | 13.1% | $52.69万 | 加仓 |
| ORCL | ORACLE CORP | $446.21万 | 0.09% | 30,332 | 6,178 | 25.6% | $90.88万 | 加仓 |
| CB | CHUBB LTD SWITZ | $445.90万 | 0.09% | 13,681 | -170 | -1.2% | -$5.54万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $408.99万 | 0.08% | 13,450 | -419 | -3.0% | -$12.74万 | 减仓 |