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WELCH & FORBES LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WELCH & FORBES LLC
报告期 2026-03-31 · CIK 0000105495
持仓数
368
前50大市值合计
$6.14B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 5
增持 65
减持 77
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$74.2M
544,036
-3%
减持
MSFT
MICROSOFT CORP
+$46.9M
914,449
-0%
减持
AAPL
APPLE INC
+$46.7M
1,796,581
-2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
ORLY
OREILLY AUTOMOTIVE INC
+$19.7M
214,257
-2%
减持
GOOG
ALPHABET INC
+$19.6M
1,184,599
-0%
减持
KMX
CARMAX INC
+$17.0M
923,448
-2%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$15.6M
64,985
-1%
减持
LLY
LILLY ELI & CO
+$15.0M
121,857
-1%
减持
WSO
WATSCO INC
+$12.7M
212,373
-1%
增持
AMZN
AMAZON COM INC
+$12.1M
432,821
+1%
减持
FISV
FISERV INC
+$11.3M
912,463
-1%
减持
ABBV
ABBVIE INC
-$10.7M
402,309
-1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$10.5M
92,615
+3%
减持
JPM
JPMORGAN CHASE & CO
+$10.2M
730,432
-1%
增持
ECL
ECOLAB INC
+$9.8M
456,122
+0%
减持
SYK
STRYKER CORPORATION
+$8.8M
526,394
-1%
减持
JNJ
JOHNSON & JOHNSON
+$8.1M
796,658
-0%
增持
GOOGL
ALPHABET INC
+$8.0M
464,679
+1%
减持
AJG
GALLAGHER ARTHUR J & CO
+$7.9M
296,714
-1%
增持
DHR
DANAHER CORPORATION
-$7.8M
674,568
+0%
减持
V
VISA INC
+$7.8M
767,368
-1%
减持
META
META PLATFORMS INC
+$7.5M
101,279
-0%
减持
ROP
ROPER TECHNOLOGIES INC
+$7.4M
191,600
-0%
增持
COST
COSTCO WHSL CORP NEW
+$7.3M
172,811
+0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$6.4M
184,804
-1%
减持
HD
HOME DEPOT INC
+$6.2M
434,444
-0%
增持
LECO
LINCOLN ELEC HLDGS INC
+$5.9M
171,725
+3%
减持
MCD
MCDONALDS CORP
+$5.6M
323,133
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.1M
136,267
+2%
增持
ABT
ABBOTT LABS
+$5.1M
646,534
+0%
减持
CHD
CHURCH & DWIGHT CO INC
+$5.0M
439,227
-1%
减持
TJX
TJX COS INC NEW
+$4.9M
791,406
-0%
减持
AMP
AMERIPRISE FINL INC
+$4.8M
200,845
-1%
减持
CMCSA
COMCAST CORP NEW
+$4.2M
1,226,874
-1%
增持
CSL
CARLISLE COS INC
+$4.1M
72,003
+13%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$4.0M
161,265
+1%
增持
—
ACCENTURE PLC IRELAND
+$3.8M
106,511
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.6M
83,985
+2%
减持
MRK
MERCK & CO INC
+$3.3M
397,874
-1%
减持
ORCL
ORACLE CORP
+$3.1M
120,859
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
+$3.1M
271,822
-0%
建仓
ROL
ROLLINS INC
+$3.0M
69,707
减持
IRM
IRON MTN INC DEL
+$2.9M
744,524
-0%
增持
PG
PROCTER AND GAMBLE CO
+$2.7M
808,690
+0%
减持
PFE
PFIZER INC
-$2.6M
574,602
-1%
增持
CGNX
COGNEX CORP
+$2.4M
318,342
+2%
增持
—
LINDE PLC
+$2.4M
86,448
+1%
增持
AOS
SMITH A O CORP
+$2.2M
542,369
+1%
减持
ANSS
ANSYS INC
-$2.2M
416,263
-1%
减持
MMM
3M CO
-$2.1M
66,913
-20%
减持
CARR
CARRIER GLOBAL CORPORATION
-$2.1M
211,939
-23%
增持
STZ
CONSTELLATION BRANDS INC
+$1.8M
77,833
+1%
减持
PAYX
PAYCHEX INC
-$1.8M
421,978
-1%
增持
WMT
WALMART INC
+$1.8M
165,107
+1%
减持
LQD
ISHARES TR
-$1.7M
121,324
-10%
减持
PFF
ISHARES TR
-$1.7M
784,752
-6%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$1.7M
542,304
+7%
增持
MCO
MOODYS CORP
+$1.7M
38,507
+0%
减持
AFL
AFLAC INC
+$1.7M
452,998
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$1.6M
46,208
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
790,507
+2%
减持
QCOM
QUALCOMM INC
-$1.4M
158,862
-0%
减持
PEP
PEPSICO INC
+$1.4M
593,884
-0%
增持
CVX
CHEVRON CORP NEW
-$1.4M
381,588
+1%
减持
EXPD
EXPEDITORS INTL WASH INC
+$1.3M
136,558
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.3M
71,207
-2%
增持
IWM
ISHARES TR
+$1.3M
92,658
+3%
减持
OTIS
OTIS WORLDWIDE CORP
+$1.2M
303,676
-1%
减持
CTAS
CINTAS CORP
+$1.2M
43,642
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.1M
256,614
+1%
增持
NEE
NEXTERA ENERGY INC
+$1.1M
357,700
+8%
增持
SBUX
STARBUCKS CORP
-$1.1M
266,404
+1%
减持
T
AT&T INC
-$1.1M
298,394
-1%
减持
BDX
BECTON DICKINSON & CO
+$1.1M
87,481
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.1M
160,194
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.0M
811,833
+1%
减持
SHW
SHERWIN WILLIAMS CO
+$1.0M
28,934
-2%
增持
—
MEDTRONIC PLC
+$1.0M
122,386
+1%
增持
AXP
AMERICAN EXPRESS CO
+$996.5K
91,162
+1%
增持
FTV
FORTIVE CORP
+$936.2K
139,168
+0%
增持
TSCO
TRACTOR SUPPLY CO
-$913.1K
76,988
+1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$876.2K
144,505
-2%
增持
EQIX
EQUINIX INC
+$863.0K
6,142
+12%
减持
—
EXXON MOBIL CORP
-$819.6K
323,948
-0%
减持
COF
CAPITAL ONE FINL CORP
+$815.0K
61,785
-0%
减持
CVS
CVS HEALTH CORP
-$786.8K
126,203
-1%
减持
DIS
DISNEY WALT CO
-$775.0K
56,290
-3%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$769.0K
66,453
+24%
减持
BSV
VANGUARD BD INDEX FDS
-$765.8K
68,210
-12%
减持
ISRG
INTUITIVE SURGICAL INC
+$762.1K
9,954
-4%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$753.5K
2,800
+206%
减持
HAIN
HAIN CELESTIAL GROUP INC
-$752.0K
99,366
-15%
增持
—
ICON PLC
+$736.2K
20,029
+0%
增持
AVGO
BROADCOM INC
+$732.3K
3,188
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$730.2K
118,317
+4%
减持
USB
US BANCORP DEL
-$666.5K
141,234
-5%
增持
TSLA
TESLA INC
+$645.7K
8,733
+10%
增持
IWF
ISHARES TR
+$636.4K
6,928
+33%
增持
NKE
NIKE INC
-$634.3K
64,265
+2%
减持
SYY
SYSCO CORP
-$623.7K
121,053
-3%
减持
GE
GENERAL ELECTRIC CO
+$621.7K
46,200
-1%
增持
SHOP
SHOPIFY INC
+$617.2K
36,460
+1%
增持
DOV
DOVER CORP
-$610.8K
169,726
+0%
减持
AMGN
AMGEN INC
-$598.6K
28,663
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$595.7K
9,256
+4%
增持
VRSK
VERISK ANALYTICS INC
+$584.1K
17,065
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$564.0K
1,156,241
+0%
减持
VLO
VALERO ENERGY CORP
-$561.0K
24,537
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$534.1K
253,279
+0%
增持
MA
MASTERCARD INCORPORATED
+$522.1K
15,035
+1%
清仓
—
DANAHER CORPORATION
-$509.7K
0
-100%
增持
CI
THE CIGNA GROUP
+$506.4K
10,243
+11%
减持
DUK
DUKE ENERGY CORP NEW
-$503.7K
73,157
-0%
增持
IWB
ISHARES TR
+$501.0K
7,794
+26%
减持
NVS
NOVARTIS AG
+$495.6K
73,307
-2%
增持
IEFA
ISHARES TR
+$488.4K
26,801
+36%
增持
PGR
PROGRESSIVE CORP
-$464.2K
43,785
+0%
减持
APD
AIR PRODS & CHEMS INC
+$462.4K
39,797
-0%
建仓
CHEF
CHEFS WHSE INC
+$454.0K
12,695
增持
BAC
BANK AMERICA CORP
+$450.3K
1,165,185
+1%
减持
EMR
EMERSON ELEC CO
+$445.1K
142,919
-0%
增持
QQQ
INVESCO QQQ TR
+$438.9K
8,225
+2%
增持
RMD
RESMED INC
+$437.3K
308,206
+1%
增持
GIS
GENERAL MLS INC
-$435.5K
93,216
+5%
建仓
SPSM
SPDR SER TR
+$433.0K
11,147
建仓
DRI
DARDEN RESTAURANTS INC
+$427.2K
2,557
清仓
—
SPDR SER TR
-$421.4K
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
+$397.2K
18,704
-0%
增持
WFC
WELLS FARGO CO NEW
+$396.0K
73,476
+0%
增持
—
CHUBB LIMITED
-$388.9K
414,375
+0%
减持
OZK
BANK OZK LITTLE ROCK ARK
-$373.0K
22,599
-40%
减持
PYPL
PAYPAL HLDGS INC
-$369.1K
38,079
-1%
增持
CMI
CUMMINS INC
+$366.8K
51,591
+0%
减持
STT
STATE STR CORP
-$360.7K
78,675
-3%
增持
IWD
ISHARES TR
+$352.3K
5,237
+68%
减持
CPRT
COPART INC
+$337.9K
22,058
-1%
减持
BALL
BALL CORP
+$337.2K
400,642
-4%
减持
IGSB
ISHARES TR
-$329.3K
103,020
-5%
清仓
VYM
VANGUARD WHITEHALL FDS
-$327.5K
0
-100%
减持
CAT
CATERPILLAR INC
+$317.6K
26,673
-2%
增持
GDX
VANECK ETF TRUST
-$305.4K
199,442
+2%
减持
BKNG
BOOKING HOLDINGS INC
+$304.1K
8,614
-0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$302.2K
15,409
+3%
建仓
IEMG
ISHARES INC
+$295.1K
5,986
增持
NVO
NOVO-NORDISK A S
+$293.0K
10,720
+18%
增持
PH
PARKER-HANNIFIN CORP
+$276.5K
4,653
+2%
减持
IVV
ISHARES TR
+$258.5K
9,055
-1%
减持
MZTI
LANCASTER COLONY CORP
-$255.4K
67,345
-1%
增持
MAS
MASCO CORP
+$254.4K
28,233
+3%
减持
LOW
LOWES COS INC
+$254.1K
17,617
-5%
