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乔特投资顾问 · 13F 持仓分析
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乔特投资顾问

Choate Investment AdvisorsNo.864 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$56.90亿
环比变动 Q1 2026
+$5.80亿+11.4%
持仓股票数
472
新买入
48
加仓
105
减仓
198
清仓
14
持股不变
121
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
33.79%32.94%$19.23亿256.8万股$16.83亿257.7万股-9,258股-0.36%减仓
V先锋领航国际股票指数基金VEU
4.77%4.56%$2.72亿324.3万股$2.33亿310.5万股+13.8万股+4.44%加仓
IiShares安硕IEMG
4.41%3.85%$2.51亿303.0万股$1.97亿281.9万股+21.0万股+7.46%加仓
IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI
4.21%4.6%$2.40亿226.0万股$2.35亿220.5万股+5.5万股+2.48%加仓
苹果AAPL
3.08%3.1%$1.75亿60.6万股$1.58亿62.4万股-1.8万股-2.95%减仓
HHARRIS OAKMARK ETF TRUSTOAKM
2.88%3.29%$1.64亿581.9万股$1.68亿609.4万股-27.5万股-4.51%减仓
S道富SPYX
2.45%2.47%$1.39亿227.8万股$1.26亿237.8万股-9.9万股-4.18%减仓
英伟达NVDA
2.22%2.19%$1.26亿63.1万股$1.12亿64.2万股-1.1万股-1.65%减仓
微软MSFT
2.09%2.35%$1.19亿32.0万股$1.20亿32.5万股-5,168股-1.59%减仓
亚马逊AMZN
1.95%1.93%$1.11亿46.5万股$9,859.9万47.3万股-8,906股-1.88%减仓
谷歌AGOOGL
1.83%1.67%$1.04亿29.1万股$8,546.1万29.7万股-6,533股-2.20%减仓
AAlphabet Inc Class CGOOG
1.33%1.23%$7,547.6万21.4万股$6,293.7万21.9万股-5,787股-2.64%减仓
SSPDR标普500 ETFSPY
1.24%1.17%$7,030.0万9.4万股$5,998.1万9.2万股+1,909股+2.07%加仓
G通用动力VTI
1.22%1.07%$6,933.7万18.7万股$5,453.6万17.0万股+1.7万股+10.22%加仓
台积电TSM
1.14%0.88%$6,462.1万13.5万股$4,511.0万13.3万股+1,833股+1.37%加仓
礼来LLY
1.07%0.91%$6,092.0万5.1万股$4,671.3万5.1万股+3股+0.01%加仓
IiShares安硕信托GVI
1.04%1.49%$5,890.9万54.7万股$7,619.0万71.8万股-17.0万股-23.74%减仓
摩根大通JPM
0.92%0.93%$5,234.7万16.0万股$4,731.1万16.1万股-910股-0.57%减仓
强生JNJ
0.82%0.9%$4,693.9万18.5万股$4,584.7万18.8万股-2,736股-1.46%减仓
沃尔玛WMT
0.81%1.01%$4,636.3万40.9万股$5,170.1万41.6万股-6,659股-1.60%减仓
V先锋领航·FTSEVEA
0.81%0.78%$4,613.0万64.7万股$3,990.4万62.3万股+2.5万股+3.97%加仓
家得宝HD
0.77%0.85%$4,397.3万12.5万股$4,337.6万13.2万股-7,202股-5.46%减仓
TJXTJX
0.65%0.78%$3,701.4万24.4万股$3,977.0万24.9万股-4,715股-1.89%减仓
VisaV
0.62%0.62%$3,506.7万10.2万股$3,192.4万10.6万股-3,417股-3.24%减仓
伯克希尔哈撒韦BRK.B
0.6%0.63%$3,399.1万6.8万股$3,241.7万6.8万股+281股+0.42%加仓
博通AVGO
0.54%0.45%$3,097.7万8.2万股$2,277.5万7.4万股+8,419股+11.44%加仓
V先锋领航指数基金VOO
0.54%0.53%$3,046.1万4.4万股$2,722.0万4.6万股-1,201股-2.64%减仓
万事达MA
0.49%0.53%$2,777.7万5.4万股$2,718.8万5.4万股-330股-0.61%减仓
V先锋领航STAR基金VXUS
0.43%0.43%$2,452.4万28.7万股$2,212.0万28.7万股00.00%持仓不变
Meta平台META
0.42%0.52%$2,399.5万4.3万股$2,650.4万4.6万股-3,727股-8.05%减仓
埃克森美孚XOM
0.41%0.42%$2,317.2万16.9万股$2,128.1万12.5万股+4.4万股+35.12%加仓
林德LIN
0.39%0.41%$2,227.5万4.3万股$2,070.6万4.2万股+1,158股+2.77%加仓
雅培ABT
0.37%0.61%$2,127.3万23.4万股$3,123.4万30.4万股-7.0万股-22.94%减仓
QUANTA SVCSPWR
0.37%0.32%$2,115.3万2.9万股$1,617.8万2.9万股-89股-0.30%减仓
I景顺QQQ信托VOO
0.36%0.28%$2,044.3万2.8万股$1,430.9万2.5万股+2,969股+11.98%加仓
MMARSH & MCLENNAN COS COMMRSH
0.36%0.41%$2,031.3万12.2万股$2,113.9万12.2万股00.00%持仓不变
宝洁PG
0.34%0.42%$1,917.1万13.1万股$2,167.5万15.0万股-1.9万股-12.88%减仓
IiShares安硕·RUSSELLIWF
0.33%0.32%$1,900.3万15.3万股$1,623.4万3.8万股+11.5万股+301.99%加仓
GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH
0.32%0.25%$1,832.3万20.7万股$1,281.0万16.4万股+4.3万股+26.30%加仓
艾伯维ABBV
0.32%0.32%$1,802.6万7.2万股$1,624.7万7.5万股-3,068股-4.11%减仓
WASTE CONNECTIONSWCN
0.3%0.34%$1,734.6万10.4万股$1,719.7万10.6万股-1,805股-1.71%减仓
V先锋领航国际股票指数基金VT
0.29%0.27%$1,651.4万10.5万股$1,365.7万9.9万股+6,484股+6.57%加仓
可口可乐KO
0.29%0.3%$1,631.4万20.1万股$1,518.8万20.0万股+1,027股+0.51%加仓
应用材料AMAT
0.29%0.17%$1,623.2万2.2万股$870.8万2.5万股-3,026股-11.88%减仓
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
0.28%0.27%$1,588.9万5.8万股$1,372.4万5.8万股00.00%持仓不变
美国运通AXP
0.27%0.28%$1,557.1万4.6万股$1,429.8万4.7万股-1,237股-2.62%减仓
SSPDR黄金信托GLD
0.27%0.31%$1,537.8万4.2万股$1,594.9万3.7万股+4,680股+12.63%加仓
明晟MSCI
0.26%0.28%$1,499.8万2.7万股$1,441.3万2.7万股+42股+0.16%加仓
BOOKING COMBKNG
0.26%0.28%$1,475.3万8.3万股$1,418.0万3,368股+7.9万股+2,357.54%加仓
PROGRESSIVEPGR
0.25%0.25%$1,416.0万6.5万股$1,271.1万6.4万股+704股+1.10%加仓

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