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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $404.37万 | 0.08% | 144,007 | -2,883 | -2.0% | -$8.10万 | 减仓 |
| ADI | ANALOG DEVICES INC | $403.24万 | 0.08% | 12,675 | -1,201 | -8.7% | -$38.21万 | 减仓 |
| UNP | UNION PAC CORP | $396.61万 | 0.08% | 16,347 | 1,490 | 10.0% | $36.15万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $396.59万 | 0.08% | 42,699 | -236 | -0.5% | -$2.19万 | 减仓 |
| ATR | APTARGROUP INC | $387.55万 | 0.08% | 30,753 | -9,865 | -24.3% | -$124.32万 | 减仓 |
| MS | MORGAN STANLEY | $387.12万 | 0.08% | 23,523 | 3,853 | 19.6% | $63.41万 | 加仓 |
| AFL | AFLAC INC | $386.97万 | 0.08% | 35,272 | -558 | -1.6% | -$6.12万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $386.37万 | 0.08% | 23,890 | -341 | -1.4% | -$5.51万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $378.01万 | 0.07% | 25,524 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $377.01万 | 0.07% | 15,956 | -73 | -0.5% | -$1.72万 | 减仓 |
| ALC | ALCON AG | $373.13万 | 0.07% | 49,519 | -19,481 | -28.2% | -$146.79万 | 减仓 |
| SYK | STRYKER CORPORATION | $372.95万 | 0.07% | 11,350 | 2 | 0.0% | $657 | 加仓 |
| BAC | BANK AMERICA CORP | $362.99万 | 0.07% | 74,459 | 10,711 | 16.8% | $52.22万 | 加仓 |
| MMM | 3M CO | $361.84万 | 0.07% | 24,915 | -1,816 | -6.8% | -$26.37万 | 减仓 |
| ITOT | ISHARES TR | $359.54万 | 0.07% | 25,243 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $351.04万 | 0.07% | 94,316 | -908 | -1.0% | -$3.38万 | 减仓 |
| DE | DEERE & CO | $342.61万 | 0.07% | 6,082 | 828 | 15.8% | $46.64万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $328.54万 | 0.06% | 3,883 | 95 | 2.5% | $8.04万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $327.48万 | 0.06% | 15,074 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $323.25万 | 0.06% | 73,250 | 2,391 | 3.4% | $10.55万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $321.29万 | 0.06% | 9,384 | -745 | -7.4% | -$25.51万 | 减仓 |
| WFC | WELLS FARGO & CO | $320.97万 | 0.06% | 40,318 | 264 | 0.7% | $2.10万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $320.18万 | 0.06% | 34,069 | 74 | 0.2% | $6,955 | 加仓 |
| BP | BP PLC | $318.18万 | 0.06% | 67,697 | 1,473 | 2.2% | $6.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $316.05万 | 0.06% | 103,014 | 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 |
| SUB | ISHARES TR | $306.99万 | 0.06% | 28,825 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $300.06万 | 0.06% | 11,528 | -185 | -1.6% | -$4.82万 | 减仓 |
| IVW | ISHARES TR | $299.04万 | 0.06% | 26,438 | -2,433 | -8.4% | -$27.52万 | 减仓 |
| EOG | EOG RES INC | $283.17万 | 0.06% | 19,587 | -7,973 | -28.9% | -$115.26万 | 减仓 |
| VB | VANGUARD INDEX FDS | $281.40万 | 0.06% | 10,744 | 6,191 | 136.0% | $162.15万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $279.90万 | 0.05% | 46,150 | 1,314 | 2.9% | $7.97万 | 加仓 |
| VHT | VANGUARD WORLD FD | $272.82万 | 0.05% | 10,018 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $266.69万 | 0.05% | 13,648 | 228 | 1.7% | $4.46万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $264.44万 | 0.05% | 9,066 | -33 | -0.4% | -$9,625 | 减仓 |
| SGOV | ISHARES TR | $262.41万 | 0.05% | 26,069 | -2,777 | -9.6% | -$27.95万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $261.43万 | 0.05% | 12,703 | -259 | -2.0% | -$5.33万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $260.28万 | 0.05% | 16,235 | -891 | -5.2% | -$14.28万 | 减仓 |
| IBB | ISHARES TR | $259.21万 | 0.05% | 15,352 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $258.62万 | 0.05% | 30,895 | 430 | 1.4% | $3.60万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $258.27万 | 0.05% | 12,088 | -959 | -7.4% | -$20.49万 | 减仓 |
| MDT | MEDTRONIC PLC | $258.17万 | 0.05% | 29,794 | 191 | 0.6% | $1.66万 | 加仓 |
| GLDM | WORLD GOLD TR | $255.81万 | 0.05% | 27,598 | -2,923 | -9.6% | -$27.09万 | 减仓 |
| WMB | WILLIAMS COS INC | $254.10万 | 0.05% | 34,914 | 163 | 0.5% | $1.19万 | 加仓 |
| — | HONEYWELL INTL INC | $253.10万 | 0.05% | 11,198 | 192 | 1.7% | $4.34万 | 加仓 |
| IAUM | ISHARES GOLD TR | $250.77万 | 0.05% | 53,698 | 11,064 | 26.0% | $51.67万 | 加仓 |
| ILMN | ILLUMINA INC | $239.14万 | 0.05% | 19,401 | -62 | -0.3% | -$7,642 | 减仓 |
| BLK | BLACKROCK INC | $234.67万 | 0.05% | 2,440 | 37 | 1.5% | $3.56万 | 加仓 |
| FTNT | FORTINET INC | $234.36万 | 0.05% | 28,679 | -423 | -1.5% | -$3.46万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $228.73万 | 0.04% | 37,282 | -2,189 | -5.5% | -$13.43万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $227.57万 | 0.04% | 11,599 | 170 | 1.5% | $3.34万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $225.03万 | 0.04% | 11,348 | -789 | -6.5% | -$15.65万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $221.37万 | 0.04% | 48,240 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $220.76万 | 0.04% | 7,687 | -420 | -5.2% | -$12.06万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $217.55万 | 0.04% | 7,489 | 17 | 0.2% | $4,938 | 加仓 |
| USHY | ISHARES TR | $209.72万 | 0.04% | 56,926 | 9,557 | 20.2% | $35.21万 | 加仓 |
| C | CITIGROUP INC | $209.66万 | 0.04% | 18,487 | 9,296 | 101.1% | $105.43万 | 加仓 |
| SEB | SEABOARD CORP DEL | $204.11万 | 0.04% | 361 | 246 | 213.9% | $139.09万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $203.38万 | 0.04% | 17,627 | -200 | -1.1% | -$2.31万 | 减仓 |
| SHY | ISHARES TR | $200.08万 | 0.04% | 24,232 | 14,858 | 158.5% | $122.68万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $199.77万 | 0.04% | 1,584 | -45 | -2.8% | -$5.68万 | 减仓 |
| MCK | MCKESSON CORP | $199.29万 | 0.04% | 2,303 | -4 | -0.2% | -$3,461 | 减仓 |
| TXN | TEXAS INSTRS INC | $198.12万 | 0.04% | 10,205 | 227 | 2.3% | $4.41万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $197.71万 | 0.04% | 7,307 | 103 | 1.4% | $2.79万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $193.09万 | 0.04% | 19,091 | 1,276 | 7.2% | $12.91万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $193.07万 | 0.04% | 26,612 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $193.06万 | 0.04% | 22,652 | -1,254 | -5.2% | -$10.69万 | 减仓 |
| CI | THE CIGNA GROUP | $192.94万 | 0.04% | 7,233 | 203 | 2.9% | $5.42万 | 加仓 |
| DOV | DOVER CORP | $192.90万 | 0.04% | 9,254 | 1,277 | 16.0% | $26.62万 | 加仓 |
| IJR | ISHARES TR | $192.73万 | 0.04% | 15,504 | -357 | -2.3% | -$4.44万 | 减仓 |
| XHB | SPDR SERIES TRUST | $192.49万 | 0.04% | 19,499 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $192.47万 | 0.04% | 19,564 | 244 | 1.3% | $2.40万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $191.31万 | 0.04% | 2,137 | 61 | 2.9% | $5.46万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $189.93万 | 0.04% | 23,960 | 5,124 | 27.2% | $40.62万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $189.16万 | 0.04% | 5,599 | 1,906 | 51.6% | $64.39万 | 加仓 |
| SLB | SLB LIMITED | $188.59万 | 0.04% | 36,698 | 456 | 1.3% | $2.34万 | 加仓 |
| ACWI | ISHARES TR | $185.94万 | 0.04% | 13,438 | 731 | 5.8% | $10.11万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $181.77万 | 0.04% | 8,735 | -237 | -2.6% | -$4.93万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $181.24万 | 0.04% | 25,267 | 15,392 | 155.9% | $110.41万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $175.78万 | 0.03% | 3,937 | -39 | -1.0% | -$1.74万 | 减仓 |
| ETN | EATON CORP PLC | $173.81万 | 0.03% | 4,859 | -13 | -0.3% | -$4,650 | 减仓 |
| KLAC | KLA CORP | $166.82万 | 0.03% | 1,133 | 85 | 8.1% | $12.52万 | 加仓 |
| ALL | ALLSTATE CORP | $165.46万 | 0.03% | 7,980 | -1,304 | -14.0% | -$27.04万 | 减仓 |
| VNT | VONTIER CORPORATION | $162.51万 | 0.03% | 45,817 | -29,992 | -39.6% | -$106.38万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $162.51万 | 0.03% | 35,482 | 40 | 0.1% | $1,832 | 加仓 |
| XBI | SPDR SERIES TRUST | $159.30万 | 0.03% | 12,471 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP | $158.90万 | 0.03% | 61,948 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $157.22万 | 0.03% | 16,170 | -2,072 | -11.4% | -$20.15万 | 减仓 |
| NTRS | NORTHERN TR CORP | $157.17万 | 0.03% | 11,261 | -86 | -0.8% | -$1.20万 | 减仓 |
| GSK | GSK PLC | $152.29万 | 0.03% | 27,594 | 637 | 2.4% | $3.52万 | 加仓 |
| ASML | ASML HLDG NV | $151.63万 | 0.03% | 1,148 | 68 | 6.3% | $8.98万 | 加仓 |
| VGT | VANGUARD WORLD FD | $150.36万 | 0.03% | 2,155 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $149.62万 | 0.03% | 6,033 | -804 | -11.8% | -$19.94万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $149.03万 | 0.03% | 8,087 | -700 | -8.0% | -$12.90万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $148.09万 | 0.03% | 27,399 | 15,001 | 121.0% | $81.08万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $146.52万 | 0.03% | 16,519 | 208 | 1.3% | $1.84万 | 加仓 |
| VV | VANGUARD INDEX FDS | $145.93万 | 0.03% | 4,883 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $142.29万 | 0.03% | 3,632 | -178 | -4.7% | -$6.97万 | 减仓 |
| IDXX | IDEXX LABS INC | $137.44万 | 0.03% | 2,446 | 34 | 1.4% | $1.91万 | 加仓 |
| BA | BOEING CO | $134.17万 | 0.03% | 6,741 | 14 | 0.2% | $2,786 | 加仓 |