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 |
|---|---|---|---|---|---|---|---|---|
| CPAY | CORPAY INC | $150.34万 | 0.03% | 4,511 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $147.86万 | 0.03% | 8,386 | -647 | -7.2% | -$11.41万 | 减仓 |
| GSK | GSK PLC | $144.65万 | 0.03% | 27,594 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $144.17万 | 0.03% | 6,472 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $143.39万 | 0.03% | 1,466 | -671 | -31.4% | -$65.63万 | 减仓 |
| BA | BOEING CO | $142.81万 | 0.03% | 6,597 | -144 | -2.1% | -$3.12万 | 减仓 |
| IWD | ISHARES TR | $140.27万 | 0.02% | 5,786 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $139.54万 | 0.02% | 1,984 | -29 | -1.4% | -$2.04万 | 减仓 |
| IWB | ISHARES TR | $138.86万 | 0.02% | 3,391 | -121 | -3.4% | -$4.95万 | 减仓 |
| EBAY | EBAY INC. | $137.27万 | 0.02% | 12,284 | -182 | -1.5% | -$2.03万 | 减仓 |
| TECH | BIO-TECHNE CORP | $137.24万 | 0.02% | 19,425 | -102 | -0.5% | -$7,206 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $136.94万 | 0.02% | 2,766 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $136.13万 | 0.02% | 7,367 | -85 | -1.1% | -$1.57万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $134.10万 | 0.02% | 17,719 | 17,719 | — | $134.10万 | 新建仓 |
| TER | TERADYNE INC | $134.05万 | 0.02% | 2,770 | 703 | 34.0% | $34.02万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $132.46万 | 0.02% | 18,058 | -490 | -2.6% | -$3.59万 | 减仓 |
| KKR | KKR & CO INC | $131.64万 | 0.02% | 14,343 | 582 | 4.2% | $5.34万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $128.09万 | 0.02% | 15,420 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $127.87万 | 0.02% | 21,971 | 21,971 | — | $127.87万 | 新建仓 |
| VCEB | VANGUARD WORLD FD | $127.27万 | 0.02% | 20,279 | 2,204 | 12.2% | $13.83万 | 加仓 |
| NVO | NOVO-NORDISK A S | $126.25万 | 0.02% | 26,334 | -391 | -1.5% | -$1.87万 | 减仓 |
| IYW | ISHARES TR | $124.85万 | 0.02% | 4,950 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $123.25万 | 0.02% | 7,710 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $123.10万 | 0.02% | 20,871 | 20,819 | 40,036.5% | $122.79万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $122.18万 | 0.02% | 6,090 | -602 | -9.0% | -$12.08万 | 减仓 |
| HON | HONEYWELL INTL INC | $121.54万 | 0.02% | 5,429 | -5,769 | -51.5% | -$129.16万 | 减仓 |
| VAW | VANGUARD WORLD FD | $121.19万 | 0.02% | 5,297 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $120.01万 | 0.02% | 5,429 | 5,429 | — | $120.01万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $117.56万 | 0.02% | 2,956 | 52 | 1.8% | $2.07万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $116.28万 | 0.02% | 9,344 | -2,004 | -17.7% | -$24.94万 | 减仓 |
| WWD | WOODWARD INC | $116.15万 | 0.02% | 2,730 | 2,730 | — | $116.15万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $115.03万 | 0.02% | 3,104 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $114.99万 | 0.02% | 23,207 | -570 | -2.4% | -$2.82万 | 减仓 |
| IDXX | IDEXX LABS INC | $114.50万 | 0.02% | 2,175 | -271 | -11.1% | -$14.27万 | 减仓 |
| IWP | ISHARES TR | $113.61万 | 0.02% | 7,760 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $112.43万 | 0.02% | 9,555 | -345 | -3.5% | -$4.06万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $108.68万 | 0.02% | 28,062 | -9,220 | -24.7% | -$35.71万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $99.95万 | 0.02% | 10,854 | -1,536 | -12.4% | -$14.15万 | 减仓 |
| UL | UNILEVER PLC | $97.91万 | 0.02% | 16,286 | -868 | -5.1% | -$5.22万 | 减仓 |
| KR | KROGER CO | $94.66万 | 0.02% | 17,047 | -132 | -0.8% | -$7,330 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $94.54万 | 0.02% | 10,678 | -577 | -5.1% | -$5.11万 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $94.16万 | 0.02% | 40,000 | 40,000 | — | $94.16万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $92.10万 | 0.02% | 4,132 | -60 | -1.4% | -$1.34万 | 减仓 |
| CRM | SALESFORCE INC | $91.99万 | 0.02% | 5,872 | -267 | -4.3% | -$4.18万 | 减仓 |
| AME | AMETEK INC | $90.17万 | 0.02% | 3,727 | 3,727 | — | $90.17万 | 新建仓 |
| CVS | CVS HEALTH CORP | $89.92万 | 0.02% | 8,692 | 16 | 0.2% | $1,655 | 加仓 |
| BIL | SPDR SERIES TRUST | $89.82万 | 0.02% | 9,801 | 260 | 2.7% | $2.38万 | 加仓 |
| BN | BROOKFIELD CORP | $89.74万 | 0.02% | 21,070 | 21,070 | — | $89.74万 | 新建仓 |
| XPO | XPO INC | $89.53万 | 0.02% | 4,361 | 4,361 | — | $89.53万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $89.32万 | 0.02% | 2,041 | -49 | -2.3% | -$2.14万 | 减仓 |
| CSX | CSX CORP | $88.65万 | 0.02% | 18,652 | -150 | -0.8% | -$7,130 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $88.42万 | 0.02% | 20,884 | -542 | -2.5% | -$2.29万 | 减仓 |
| AZN | ASTRAZENECA PLC | $87.04万 | 0.02% | 4,595 | -92 | -2.0% | -$1.74万 | 减仓 |
| AZO | AUTOZONE INC | $86.93万 | 0.02% | 272 | -37 | -12.0% | -$11.82万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $86.42万 | 0.02% | 5,087 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $86.37万 | 0.02% | 35,183 | -4,869 | -12.2% | -$11.95万 | 减仓 |
| DVY | ISHARES TR | $85.81万 | 0.02% | 5,490 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $85.77万 | 0.02% | 4,382 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $85.67万 | 0.02% | 1,337 | 9 | 0.7% | $5,767 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $84.18万 | 0.01% | 2,676 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $84.15万 | 0.01% | 1,858 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $84.14万 | 0.01% | 25,946 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $84.09万 | 0.01% | 4,706 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $81.82万 | 0.01% | 5,158 | -473 | -8.4% | -$7.50万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $79.58万 | 0.01% | 4,399 | -155 | -3.4% | -$2.80万 | 减仓 |
| MO | ALTRIA GROUP INC | $79.38万 | 0.01% | 11,033 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $78.92万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $77.07万 | 0.01% | 5,689 | -554 | -8.9% | -$7.51万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $76.39万 | 0.01% | 1,001 | 29 | 3.0% | $2.21万 | 加仓 |
| PCAR | PACCAR INC | $76.23万 | 0.01% | 6,346 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $76.22万 | 0.01% | 16,242 | -5,814 | -26.4% | -$27.28万 | 减仓 |
| RS | RELIANCE INC | $75.92万 | 0.01% | 2,032 | 2,032 | — | $75.92万 | 新建仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $74.00万 | 0.01% | 7,005 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $73.99万 | 0.01% | 9,542 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $73.31万 | 0.01% | 2,815 | 16 | 0.6% | $4,167 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $72.58万 | 0.01% | 2,145 | 10 | 0.5% | $3,384 | 加仓 |
| IQV | IQVIA HLDGS INC | $72.36万 | 0.01% | 3,745 | -93 | -2.4% | -$1.80万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $72.35万 | 0.01% | 4,423 | -1,827 | -29.2% | -$29.88万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $70.50万 | 0.01% | 2,426 | -60 | -2.4% | -$1.74万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $70.37万 | 0.01% | 20,696 | -799 | -3.7% | -$2.72万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $69.60万 | 0.01% | 20,906 | 254 | 1.2% | $8,456 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $69.32万 | 0.01% | 23,466 | -149 | -0.6% | -$4,401 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $69.17万 | 0.01% | 10,998 | 154 | 1.4% | $9,685 | 加仓 |
| T | AT&T INC | $69.08万 | 0.01% | 33,370 | -2,156 | -6.1% | -$4.46万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $68.98万 | 0.01% | 3,237 | -58 | -1.8% | -$1.24万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $68.71万 | 0.01% | 1,399 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $68.45万 | 0.01% | 1,344 | 9 | 0.7% | $4,584 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $68.08万 | 0.01% | 1,922 | -3 | -0.2% | -$1,063 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $66.96万 | 0.01% | 45,000 | 45,000 | — | $66.96万 | 新建仓 |
| HSY | HERSHEY CO | $66.18万 | 0.01% | 3,772 | 2 | 0.1% | $351 | 加仓 |
| HAS | HASBRO INC | $65.18万 | 0.01% | 7,892 | 7,892 | — | $65.18万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $64.84万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $64.36万 | 0.01% | 4,891 | -215 | -4.2% | -$2.83万 | 减仓 |
| EFG | ISHARES TR | $64.05万 | 0.01% | 5,148 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $62.21万 | 0.01% | 467 | 1 | 0.2% | $1,332 | 加仓 |
| BFS | SAUL CTRS INC | $62.12万 | 0.01% | 16,614 | 16,614 | — | $62.12万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $62.09万 | 0.01% | 2,500 | 16 | 0.6% | $3,974 | 加仓 |
| NOW | SERVICENOW INC | $61.63万 | 0.01% | 6,208 | -7 | -0.1% | -$695 | 减仓 |
| BHP | BHP BILLITON LIMITED | $60.37万 | 0.01% | 7,246 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $59.96万 | 0.01% | 6,371 | 38 | 0.6% | $3,577 | 加仓 |