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 |
|---|---|---|---|---|---|---|---|---|
| HLT | HILTON WORLDWIDE HLDGS INC | $449.69万 | 0.08% | 13,608 | 158 | 1.2% | $5.22万 | 加仓 |
| AMGN | AMGEN INC | $441.42万 | 0.08% | 12,190 | -2,265 | -15.7% | -$82.02万 | 减仓 |
| FTNT | FORTINET INC | $440.84万 | 0.08% | 28,697 | 18 | 0.1% | $2,765 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $439.50万 | 0.08% | 23,727 | -163 | -0.7% | -$3.02万 | 减仓 |
| SPGI | S&P GLOBAL INC | $439.39万 | 0.08% | 10,789 | -1,053 | -8.9% | -$42.88万 | 减仓 |
| ORCL | ORACLE CORP | $438.14万 | 0.08% | 29,897 | -435 | -1.4% | -$6.37万 | 减仓 |
| USHY | ISHARES TR | $437.57万 | 0.08% | 118,199 | 61,273 | 107.6% | $226.83万 | 加仓 |
| MS | MORGAN STANLEY | $431.81万 | 0.08% | 20,657 | -2,866 | -12.2% | -$59.91万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $427.72万 | 0.08% | 26,958 | -5,149 | -16.0% | -$81.69万 | 减仓 |
| BAC | BANK OF AMER CORP | $421.32万 | 0.07% | 73,942 | -517 | -0.7% | -$2.95万 | 减仓 |
| ITOT | ISHARES TR | $414.67万 | 0.07% | 25,243 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $409.61万 | 0.07% | 15,059 | -1,288 | -7.9% | -$35.03万 | 减仓 |
| IAU | ISHARES GOLD TR | $403.29万 | 0.07% | 53,409 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $401.01万 | 0.07% | 25,376 | -148 | -0.6% | -$2.34万 | 减仓 |
| MMM | 3M CO | $396.71万 | 0.07% | 24,502 | -413 | -1.7% | -$6.69万 | 减仓 |
| AFL | AFLAC INC | $379.19万 | 0.07% | 32,340 | -2,932 | -8.3% | -$34.38万 | 减仓 |
| DE | DEERE & CO | $378.77万 | 0.07% | 5,971 | -111 | -1.8% | -$7.04万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $377.49万 | 0.07% | 3,732 | -151 | -3.9% | -$15.27万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $370.63万 | 0.07% | 15,253 | 179 | 1.2% | $4.35万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $368.14万 | 0.06% | 41,944 | -755 | -1.8% | -$6.63万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $366.58万 | 0.06% | 6,311 | 45 | 0.7% | $2.61万 | 加仓 |
| IVW | ISHARES TR | $363.60万 | 0.06% | 26,438 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $349.43万 | 0.06% | 3,621 | -11 | -0.3% | -$1.06万 | 减仓 |
| PFE | PFIZER INC | $343.89万 | 0.06% | 142,810 | -1,197 | -0.8% | -$2.88万 | 减仓 |
| KLAC | KLA CORP | $343.59万 | 0.06% | 11,388 | 58 | 0.5% | $1.75万 | 加仓 |
| SYK | STRYKER CORPORATION | $343.21万 | 0.06% | 10,901 | -449 | -4.0% | -$14.14万 | 减仓 |
| ILMN | ILLUMINA INC | $341.13万 | 0.06% | 19,401 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $337.90万 | 0.06% | 15,325 | -631 | -4.0% | -$13.91万 | 减仓 |
| WFC | WELLS FARGO & CO | $333.11万 | 0.06% | 40,308 | -10 | -0.0% | -$826 | 减仓 |
| MPC | MARATHON PETE CORP | $328.87万 | 0.06% | 12,863 | -7 | -0.1% | -$1,790 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $326.66万 | 0.06% | 103,014 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $325.66万 | 0.06% | 10,744 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $324.87万 | 0.06% | 93,354 | -962 | -1.0% | -$3.35万 | 减仓 |
| ATR | APTARGROUP INC | $312.34万 | 0.05% | 24,947 | -5,806 | -18.9% | -$72.69万 | 减仓 |
| SUB | ISHARES TR | $306.90万 | 0.05% | 28,825 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $303.95万 | 0.05% | 32,941 | -1,128 | -3.3% | -$10.41万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $303.41万 | 0.05% | 11,218 | -310 | -2.7% | -$8.38万 | 减仓 |
| VHT | VANGUARD WORLD FD | $299.55万 | 0.05% | 10,018 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $297.27万 | 0.05% | 9,005 | -61 | -0.7% | -$2.01万 | 减仓 |
| TXN | TEXAS INSTRS INC | $296.76万 | 0.05% | 9,956 | -249 | -2.4% | -$7.42万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $295.63万 | 0.05% | 13,648 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $291.98万 | 0.05% | 15,352 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $290.97万 | 0.05% | 11,818 | -885 | -7.0% | -$21.79万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $289.68万 | 0.05% | 17,738 | 111 | 0.6% | $1.81万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $279.62万 | 0.05% | 6,728 | -579 | -7.9% | -$24.06万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $269.88万 | 0.05% | 31,146 | -67,699 | -68.5% | -$586.60万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $260.49万 | 0.05% | 11,953 | 354 | 3.1% | $7.71万 | 加仓 |
| C | CITIGROUP INC | $260.06万 | 0.05% | 18,581 | 94 | 0.5% | $1.32万 | 加仓 |
| WMB | WILLIAMS COS INC | $258.98万 | 0.05% | 34,837 | -77 | -0.2% | -$5,724 | 减仓 |
| CTVA | CORTEVA INC | $258.16万 | 0.05% | 30,483 | -412 | -1.3% | -$3.49万 | 减仓 |
| BP | BP PLC | $250.14万 | 0.04% | 67,697 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $249.64万 | 0.04% | 8,536 | -848 | -9.0% | -$24.80万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $249.60万 | 0.04% | 30,313 | 5,046 | 20.0% | $41.55万 | 加仓 |
| EOG | EOG RES INC | $249.30万 | 0.04% | 19,217 | -370 | -1.9% | -$4.80万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $246.54万 | 0.04% | 42,788 | -3,362 | -7.3% | -$19.37万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $246.52万 | 0.04% | 7,779 | 3,960 | 103.7% | $125.49万 | 加仓 |
| SGOV | ISHARES TR | $243.05万 | 0.04% | 24,143 | -1,926 | -7.4% | -$19.39万 | 减仓 |
| BLK | BLACKROCK INC | $235.31万 | 0.04% | 2,447 | 7 | 0.3% | $6,731 | 加仓 |
| ASML | ASML HLDG NV | $227.79万 | 0.04% | 1,145 | -3 | -0.3% | -$5,968 | 减仓 |
| SHY | ISHARES TR | $227.76万 | 0.04% | 27,739 | 3,507 | 14.5% | $28.80万 | 加仓 |
| VO | VANGUARD INDEX FDS | $226.96万 | 0.04% | 28,169 | -2,579 | -8.4% | -$20.78万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $226.79万 | 0.04% | 22,386 | 3,295 | 17.3% | $33.38万 | 加仓 |
| MDT | MEDTRONIC PLC | $226.76万 | 0.04% | 28,986 | -808 | -2.7% | -$6.32万 | 减仓 |
| XHB | SPDR SERIES TRUST | $225.33万 | 0.04% | 19,499 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $219.60万 | 0.04% | 14,807 | -697 | -4.5% | -$10.34万 | 减仓 |
| GLDM | WORLD GOLD TR | $219.18万 | 0.04% | 27,598 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $218.72万 | 0.04% | 48,240 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $218.36万 | 0.04% | 7,448 | -41 | -0.5% | -$1.20万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $214.85万 | 0.04% | 53,698 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $214.29万 | 0.04% | 8,703 | -32 | -0.4% | -$7,879 | 减仓 |
| ACWI | ISHARES TR | $212.10万 | 0.04% | 13,512 | 74 | 0.6% | $1.16万 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $208.02万 | 0.04% | 61,948 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $207.55万 | 0.04% | 9,254 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $207.16万 | 0.04% | 26,213 | 2,253 | 9.4% | $17.81万 | 加仓 |
| VGT | VANGUARD WORLD FD | $206.05万 | 0.04% | 17,240 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $204.55万 | 0.04% | 22,311 | -341 | -1.5% | -$3.13万 | 减仓 |
| CI | THE CIGNA GROUP | $199.79万 | 0.04% | 7,247 | 14 | 0.2% | $3,860 | 加仓 |
| XBI | SPDR SERIES TRUST | $197.85万 | 0.03% | 12,502 | 31 | 0.2% | $4,906 | 加仓 |
| ETN | EATON CORP PLC | $196.29万 | 0.03% | 4,606 | -253 | -5.2% | -$10.78万 | 减仓 |
| NTRS | NORTHERN TR CORP | $195.76万 | 0.03% | 11,261 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $192.52万 | 0.03% | 1,507 | -77 | -4.9% | -$9.84万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $191.84万 | 0.03% | 3,862 | -75 | -1.9% | -$3.73万 | 减仓 |
| ALL | ALLSTATE CORP | $189.69万 | 0.03% | 7,972 | -8 | -0.1% | -$1,904 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $187.26万 | 0.03% | 9,829 | 123 | 1.3% | $2.34万 | 加仓 |
| GLW | CORNING INC | $180.15万 | 0.03% | 7,053 | 3 | 0.0% | $766 | 加仓 |
| ALC | ALCON AG | $176.21万 | 0.03% | 26,261 | -23,258 | -47.0% | -$156.06万 | 减仓 |
| IWM | ISHARES TR | $174.14万 | 0.03% | 5,796 | -237 | -3.9% | -$7.12万 | 减仓 |
| IWR | ISHARES TR | $173.65万 | 0.03% | 15,741 | -429 | -2.7% | -$4.73万 | 减仓 |
| SLB | SLB LIMITED | $170.46万 | 0.03% | 36,667 | -31 | -0.1% | -$1,441 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $169.23万 | 0.03% | 21,362 | -5,250 | -19.7% | -$41.59万 | 减仓 |
| MCK | MCKESSON CORP | $168.20万 | 0.03% | 2,226 | -77 | -3.3% | -$5.82万 | 减仓 |
| VV | VANGUARD INDEX FDS | $167.93万 | 0.03% | 4,883 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $165.20万 | 0.03% | 15,367 | -4,197 | -21.5% | -$45.12万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $162.69万 | 0.03% | 27,255 | -144 | -0.5% | -$8,595 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $160.15万 | 0.03% | 11,807 | -23,675 | -66.7% | -$321.13万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $159.80万 | 0.03% | 8,087 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $159.29万 | 0.03% | 16,519 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $158.14万 | 0.03% | 17,988 | -2 | -0.0% | -$176 | 减仓 |
| SYY | SYSCO CORP | $151.44万 | 0.03% | 18,119 | -6 | -0.0% | -$501 | 减仓 |
| SEB | SEABOARD CORP DEL | $151.34万 | 0.03% | 339 | -22 | -6.1% | -$9.82万 | 减仓 |