CI
Choate Investment Advisors
趋势追踪型长期持有型
申报总市值
US$51.1亿
申报季度: 2026-03-31 · 持股只数: 438
Choate Investment Advisors在最新一期 13F 报告中披露了 438 项持股，申报期为 2026-03-31，总持股市值约为 US$51.1亿，季度换手率为 14.2%。
机构性格雪花图
- 集中度
- 48.15
- 持仓稳定性
- 14.19
- 动能／逆势
- 100
- 行业集中度
- 48.55
- 多样化
- 100
- 仓位均衡度
- 28
近期动向
加仓 IEMG
+7363.1% US$1.9亿
减仓 OAKM
-32.5% -US$8799.9万
减仓 MUB
-38.4% -US$4864.8万
减仓 MSFT
-0.2% -US$3716.5万
加仓 VEU
+4.3% US$1423.6万
减仓 AAPL
+0.1% -US$1104.1万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 32.94% | +0.10% | +5.48% | |
| 2 | GVI | Ishares Intermediate Governm | ETF-其他 | 4.60% | +0.18% | +5.13% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 4.56% | +0.26% | +4.32% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 3.85% | +3.80% | +7363.10% | |
| 5 | OAKM | Oakmark US Large Cap ETF | ETF-大型股与成长 | 3.29% | -1.73% | -32.48% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.10% | -0.23% | +0.14% | |
| 7 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型股与成长 | 2.47% | -0.16% | -0.15% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.74% | -0.21% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.19% | -0.17% | -0.67% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.93% | -0.22% | -0.20% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.67% | -0.17% | -0.87% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.49% | -0.96% | -38.42% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.23% | -0.14% | -1.23% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.17% | -0.07% | -0.45% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.07% | -0.04% | +0.65% | |
| 16 | WMT | Walmart INC | 股票-非周期性消费 | 1.01% | +0.07% | -3.63% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.93% | +0.05% | +15.29% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.91% | -0.11% | +5.40% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.90% | +0.11% | -3.87% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.88% | +0.05% | -3.81% | |
| 21 | HD | Home Depot INC | 股票-周期性消费 | 0.85% | -0.15% | -10.51% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.78% | +0.08% | +9.30% | |
| 23 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.78% | -0.05% | -9.59% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | — | +1.12% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.62% | -0.11% | -0.13% | |
| 26 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.61% | -0.14% | -0.57% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | — | +1.26% | |
| 28 | MA | Mastercard INC - A | 股票-金融 | 0.53% | -0.08% | -0.29% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.52% | -0.03% | +8.38% | |
| 30 | AVGO | Broadcom INC | 股票-科技 | 0.45% | +0.10% | +41.37% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.43% | — | -0.59% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.42% | — | -6.12% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | +0.13% | +1.65% | |
| 34 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.41% | — | +0.07% | |
| 35 | LIN | Linde plc | 股票-原材料 | 0.41% | +0.07% | +3.48% | |
| 36 | WCN | Waste Connections INC | 股票-工业 | 0.34% | -0.03% | -2.50% | |
| 37 | ABBV | Abbvie INC | 股票-医疗保健 | 0.32% | — | +4.60% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.32% | -0.04% | -2.90% | |
| 39 | PWR | Quanta Services INC | 股票-工业 | 0.32% | +0.08% | +1.74% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.31% | — | -5.61% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.31% | — | -2.24% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.30% | +0.06% | +15.49% | |
| 43 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.29% | — | -2.52% | |
| 44 | MSCI | Msci INC | 股票-金融 | 0.28% | — | -3.90% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.28% | — | — | |
| 46 | AXP | American Express Co | 股票-金融 | 0.28% | -0.06% | -0.27% | |
| 47 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.28% | -0.06% | +4.11% | |
| 48 | MGC | Vanguard Mega Cap ETF | ETF-其他 | 0.27% | — | — | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.27% | — | +10.70% | |
| 50 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.26% | — | -2.42% |
1–50 of 438
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 438 | US$51.1亿 | 14 | |
| 2025-12-31 | 444 | US$51.0亿 | 15 | |
| 2025-09-30 | 424 | US$48.3亿 | 33 | |
| 2025-06-30 | 477 | US$46.1亿 | 0 | |
| 2025-03-31 | 395 | US$40.2亿 | 100 | |
| 2024-12-31 | 402 | US$41.6亿 | 0 | |
| 2024-09-30 | 383 | US$39.2亿 | 0 | |
| 2024-06-30 | 377 | US$38.1亿 | 0 | |
| 2024-03-31 | 405 | US$37.1亿 | 0 | |
| 2023-12-31 | 379 | US$32.3亿 | 0 | |
| 2023-09-30 | 431 | US$25.5亿 | 0 | |
| 2023-06-30 | 348 | US$23.9亿 | 0 | |
| 2023-03-31 | 319 | US$20.7亿 | 0 | |
| 2022-12-31 | 327 | US$16.6亿 | 0 | |
| 2022-09-30 | 296 | US$15.2亿 | 0 | |
| 2022-06-30 | 314 | US$16.5亿 | 0 | |
| 2022-03-31 | 359 | US$18.8亿 | 0 | |
| 2021-12-31 | 343 | US$17.1亿 | 0 | |
| 2021-09-30 | 306 | US$15.7亿 | 0 | |
| 2021-06-30 | 342 | US$16.5亿 | 100 | |
| 2021-03-31 | 304 | US$16.2亿 | 13 | |
| 2020-12-31 | 287 | US$16.5亿 | 10 | |
| 2020-09-30 | 281 | US$15.4亿 | 15 | |
| 2020-06-30 | 241 | US$13.8亿 | 24 | |
| 2020-03-31 | 232 | US$12.5亿 | 44 | |
| 2019-12-31 | 227 | US$16.5亿 | 13 | |
| 2019-09-30 | 229 | US$16.2亿 | 9 | |
| 2019-06-30 | 228 | US$16.7亿 | 18 | |
| 2019-03-31 | 234 | US$16.9亿 | 24 | |
| 2018-12-31 | 224 | US$15.5亿 | 80 | |
| 2018-09-30 | 196 | US$18.1亿 | 75 | |
| 2018-06-30 | 265 | US$17.2亿 | 60 | |
| 2018-03-31 | 366 | US$18.7亿 | 13 | |
| 2017-12-31 | 372 | US$19.5亿 | 16 | |
| 2017-09-30 | 376 | US$18.5亿 | 13 | |
| 2017-06-30 | 371 | US$17.7亿 | 13 | |
| 2017-03-31 | 373 | US$17.1亿 | 14 | |
| 2016-12-31 | 365 | US$15.8亿 | 13 | |
| 2016-09-30 | 355 | US$15.3亿 | 10 | |
| 2016-06-30 | 313 | US$14.4亿 | 14 | |
| 2016-03-31 | 328 | US$14.5亿 | 100 | |
| 2015-12-31 | 353 | US$13.7亿 | 66 | |
| 2015-09-30 | 343 | US$14.6亿 | 26 | |
| 2015-06-30 | 346 | US$17.3亿 | 12 | |
| 2015-03-31 | 371 | US$17.6亿 | 18 | |
| 2014-12-31 | 363 | US$17.0亿 | 17 | |
| 2014-09-30 | 311 | US$16.5亿 | 10 | |
| 2014-06-30 | 346 | US$17.1亿 | 15 | |
| 2014-03-31 | 331 | US$16.1亿 | 13 | |
| 2013-12-31 | 307 | US$15.3亿 | 18 | |
| 2013-09-30 | 250 | US$13.5亿 | 13 | |
| 2013-06-30 | 297 | US$12.5亿 | — |
本季持股变动
Choate Investment Advisors 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Expanded Tech-softwa (IGV); 新建仓: Global X S&p Cath Val Devel (CEFA); 新建仓: Ishares Msci Global Min Vol (ACWV); 加仓: Ishares Core Msci Emerging (IEMG) — 股数 +7363.10%; 减仓: Oakmark US Large Cap ETF (OAKM) — 股数 -32.48%.
FAQ
Choate Investment Advisors 是什么机构？属于哪种投资人类型？
Choate Investment Advisors 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$51.1亿，分布在 438 个已申报仓位之中。
Choate Investment Advisors 目前前几大持股有哪些？
根据最新 13F 申报，Choate Investment Advisors 按市值排列的前几大持股为：
1. Ishares Core S&p 500 ETF (IVV) — US$16.8亿 (32.9%)
2. Ishares Intermediate Governm (GVI) — US$2.4亿 (4.6%)
3. Vanguard Ftse All-world Ex-u (VEU) — US$2.3亿 (4.6%)
4. Ishares Core Msci Emerging (IEMG) — US$2.0亿 (3.9%)
5. Oakmark US Large Cap ETF (OAKM) — US$1.7亿 (3.3%)
Choate Investment Advisors 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Choate Investment Advisors 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 22 个既有持股、减仓 25 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Ishares Expanded Tech-softwa (IGV); 新建仓: Global X S&p Cath Val Devel (CEFA); 新建仓: Ishares Msci Global Min Vol (ACWV); 加仓: Ishares Core Msci Emerging (IEMG) — 股数 +7363.10%; 减仓: Oakmark US Large Cap ETF (OAKM) — 股数 -32.48%
Choate Investment Advisors 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Choate Investment Advisors 的主要板块分布如下：
• Information Technology: 29.8%
• Financials: 14.1%
• Health Care: 12.2%
• Consumer Discretionary: 12.1%
• Communication Services: 10.6%
• Industrials: 7.6%
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