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 |
|---|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | $50.46万 | 0.01% | 2,330 | -6 | -0.3% | -$1,299 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $48.47万 | 0.01% | 9,817 | -2,450 | -20.0% | -$12.10万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $48.45万 | 0.01% | 4,438 | -344 | -7.2% | -$3.76万 | 减仓 |
| FAST | FASTENAL CO | $47.58万 | 0.01% | 10,255 | -261 | -2.5% | -$1.21万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $47.53万 | 0.01% | 3,249 | -3 | -0.1% | -$439 | 减仓 |
| TMUS | T-MOBILE US INC | $46.42万 | 0.01% | 2,210 | 111 | 5.3% | $2.33万 | 加仓 |
| VCR | VANGUARD WORLD FD | $46.06万 | 0.01% | 1,283 | -20 | -1.5% | -$7,180 | 减仓 |
| HSBC | HSBC HLDGS PLC | $46.03万 | 0.01% | 5,580 | 92 | 1.7% | $7,589 | 加仓 |
| IUSV | ISHARES TR | $46.01万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $45.91万 | 0.01% | 5,494 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $45.86万 | 0.01% | 3,342 | -74 | -2.2% | -$1.02万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $45.00万 | 0.01% | 6,333 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $44.55万 | 0.01% | 1,474 | -750 | -33.7% | -$22.67万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $43.70万 | 0.01% | 1,363 | 25 | 1.9% | $8,016 | 加仓 |
| SOXX | ISHARES TR | $43.65万 | 0.01% | 1,328 | 41 | 3.2% | $1.35万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $43.59万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $43.51万 | 0.01% | 8,920 | -304 | -3.3% | -$1.48万 | 减仓 |
| CME | CME GROUP INC | $42.83万 | 0.01% | 1,450 | 62 | 4.5% | $1.83万 | 加仓 |
| SHOP | SHOPIFY INC | $42.62万 | 0.01% | 3,593 | 38 | 1.1% | $4,508 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $42.43万 | 0.01% | 11,526 | -11,185 | -49.2% | -$41.17万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.33万 | 0.01% | 3,229 | 10 | 0.3% | $1,311 | 加仓 |
| PAYX | PAYCHEX INC | $42.19万 | 0.01% | 4,580 | -233 | -4.8% | -$2.15万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.14万 | 0.01% | 7,435 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $42.07万 | 0.01% | 4,710 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $41.81万 | 0.01% | 1,814 | 146 | 8.8% | $3.36万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $41.72万 | 0.01% | 5,412 | 938 | 21.0% | $7.23万 | 加仓 |
| CMI | CUMMINS INC | $41.48万 | 0.01% | 771 | 114 | 17.4% | $6.13万 | 加仓 |
| STT | STATE STR CORP | $40.65万 | 0.01% | 3,212 | -302 | -8.6% | -$3.82万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $39.63万 | 0.01% | 3,159 | 166 | 5.5% | $2.08万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $39.52万 | 0.01% | 4,097 | -182 | -4.3% | -$1.76万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $39.43万 | 0.01% | 1,895 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $39.21万 | 0.01% | 7,322 | -1,615 | -18.1% | -$8.65万 | 减仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $38.85万 | 0.01% | 7,050 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $38.48万 | 0.01% | 6,133 | -1,011 | -14.2% | -$6.34万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $38.33万 | 0.01% | 1,834 | 35 | 1.9% | $7,316 | 加仓 |
| CTAS | CINTAS CORP | $38.29万 | 0.01% | 2,264 | 84 | 3.9% | $1.42万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $37.95万 | 0.01% | 972 | -44 | -4.3% | -$1.72万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $37.88万 | 0.01% | 3,876 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $37.77万 | 0.01% | 3,572 | -84 | -2.3% | -$8,883 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $37.24万 | 0.01% | 6,079 | 6,079 | — | $37.24万 | 新建仓 |
| SNA | SNAP ON INC | $37.12万 | 0.01% | 1,022 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $37.09万 | 0.01% | 7,056 | 41 | 0.6% | $2,155 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $37.09万 | 0.01% | 1,480 | 42 | 2.9% | $1.05万 | 加仓 |
| MKL | MARKEL GROUP INC | $36.75万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $36.72万 | 0.01% | 2,828 | 23 | 0.8% | $2,986 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $36.72万 | 0.01% | 7,378 | 335 | 4.8% | $1.67万 | 加仓 |
| XYL | XYLEM INC | $36.60万 | 0.01% | 3,063 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $36.58万 | 0.01% | 5,139 | -218 | -4.1% | -$1.55万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $36.50万 | 0.01% | 620 | 31 | 5.3% | $1.82万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $36.20万 | 0.01% | 2,765 | -99 | -3.5% | -$1.30万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $36.05万 | 0.01% | 1,749 | 30 | 1.7% | $6,183 | 加仓 |
| SAP | SAP SE | $35.80万 | 0.01% | 2,091 | 88 | 4.4% | $1.51万 | 加仓 |
| SBUX | STARBUCKS CORP | $35.68万 | 0.01% | 3,983 | -180 | -4.3% | -$1.61万 | 减仓 |
| DOW | DOW HLDGS INC | $35.57万 | 0.01% | 8,541 | 8,541 | — | $35.57万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $35.53万 | 0.01% | 1,674 | 413 | 32.8% | $8.77万 | 加仓 |
| USB | US BANCORP | $35.38万 | 0.01% | 6,803 | -4,300 | -38.7% | -$22.36万 | 减仓 |
| CRH | CRH PLC | $35.10万 | 0.01% | 3,339 | 115 | 3.6% | $1.21万 | 加仓 |
| ZTS | ZOETIS INC | $35.05万 | 0.01% | 2,965 | -327 | -9.9% | -$3.87万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $34.67万 | 0.01% | 13,880 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $34.31万 | 0.01% | 16,810 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $34.09万 | 0.01% | 1,739 | -329 | -15.9% | -$6.45万 | 减仓 |
| IVLU | ISHARES TR | $33.93万 | 0.01% | 8,552 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $33.86万 | 0.01% | 1,269 | -4 | -0.3% | -$1,067 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $33.37万 | 0.01% | 19,666 | 227 | 1.2% | $3,852 | 加仓 |
| SNPS | SYNOPSYS INC | $33.34万 | 0.01% | 841 | 223 | 36.1% | $8.84万 | 加仓 |
| URI | UNITED RENTALS INC | $33.15万 | 0.01% | 455 | 84 | 22.6% | $6.12万 | 加仓 |
| U | UNITY SOFTWARE INC | $33.15万 | 0.01% | 15,108 | -288 | -1.9% | -$6,319 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $33.03万 | 0.01% | 2,640 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $32.81万 | 0.01% | 6,700 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $32.25万 | 0.01% | 999 | -79 | -7.3% | -$2.55万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.01万 | 0.01% | 1,152 | 1,152 | — | $32.01万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $31.70万 | 0.01% | 12,630 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $31.38万 | 0.01% | 3,251 | 100 | 3.2% | $9,652 | 加仓 |
| RY | ROYAL BK CDA | $30.82万 | 0.01% | 1,905 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $30.07万 | 0.01% | 8,325 | 0 | 0.0% | — | 不变 |
| RGEF | TIDAL TRUST III | $30.02万 | 0.01% | 9,990 | -1,567 | -13.6% | -$4.71万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $29.70万 | 0.01% | 3,033 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $29.66万 | 0.01% | 5,222 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $29.18万 | 0.01% | 3,878 | 249 | 6.9% | $1.87万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $29.11万 | 0.01% | 2,220 | -3 | -0.1% | -$393 | 减仓 |
| PSX | PHILLIPS 66 | $29.09万 | 0.01% | 1,597 | 1,597 | — | $29.09万 | 新建仓 |
| MUSA | MURPHY USA INC | $28.95万 | 0.01% | 586 | -7 | -1.2% | -$3,458 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $28.92万 | 0.01% | 14,642 | 580 | 4.1% | $1.15万 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $28.68万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $28.58万 | 0.01% | 2,646 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $27.65万 | 0.01% | 12,000 | 12,000 | — | $27.65万 | 新建仓 |
| AMCR | AMCOR PLC | $27.55万 | 0.01% | 6,931 | 6,931 | — | $27.55万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $27.38万 | 0.01% | 2,365 | 18 | 0.8% | $2,084 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $27.21万 | 0.01% | 5,407 | -2,125 | -28.2% | -$10.69万 | 减仓 |
| TTE | TOTALENERGIES SE | $27.12万 | 0.01% | 2,981 | 2,981 | — | $27.12万 | 新建仓 |
| ABNB | AIRBNB INC | $26.99万 | 0.01% | 2,137 | -392 | -15.5% | -$4.95万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $26.88万 | 0.01% | 17,175 | 17,175 | — | $26.88万 | 新建仓 |
| MET | METLIFE INC | $26.07万 | 0.01% | 3,686 | -93 | -2.5% | -$6,577 | 减仓 |
| EXC | EXELON CORP | $25.71万 | 0.01% | 5,244 | 127 | 2.5% | $6,226 | 加仓 |
| GWW | WW GRAINGER INC | $25.42万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $25.21万 | 0.00% | 1,015 | -29 | -2.8% | -$7,202 | 减仓 |
| SPYV | SPDR SERIES TRUST | $25.20万 | 0.00% | 4,454 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $25.19万 | 0.00% | 1,163 | 7 | 0.6% | $1,516 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $25.16万 | 0.00% | 3,806 | 3,806 | — | $25.16万 | 新建仓 |
| GM | GENERAL MTRS CO | $24.92万 | 0.00% | 3,345 | 86 | 2.6% | $6,407 | 加仓 |