小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 5增持 49减持 93清仓 3

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

-$42.8M

1,785,262 -1%

增持

RTX RTX CORPORATION

-$28.9M

1,171,990 +1%

减持

MSFT MICROSOFT CORP

-$25.6M

905,192 -1%

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。

增持

RMD RESMED INC

-$20.4M

317,402 +3%

减持

SYK STRYKER CORPORATION

-$17.3M

524,199 -0%

增持

ANSS ANSYS INC

-$13.6M

416,399 +0%

减持

MTD METTLER TOLEDO INTERNATIONAL

-$13.3M

64,959 -0%

建仓

DNA GINKGO BIOWORKS HOLDINGS INC

+$12.7M

7,000,000

减持

KMX CARMAX INC

-$12.6M

914,556 -1%

增持

LLY ELI LILLY & CO

+$12.5M

129,753 +6%

减持

FISV FISERV INC

-$12.4M

908,838 -0%

减持

IDXX IDEXX LABS INC

-$11.6M

172,429 -1%

减持

GOOG ALPHABET INC

+$11.3M

1,172,310 -1%

增持

MCD MCDONALDS CORP

-$11.3M

323,285 +0%

减持

ORLY OREILLY AUTOMOTIVE INC

-$11.2M

212,870 -1%

减持

JNJ JOHNSON & JOHNSON

-$9.8M

783,551 -2%

减持

PEP PEPSICO INC

-$9.6M

592,361 -0%

减持

ABT ABBOTT LABS

-$8.3M

642,428 -1%

减持

EW EDWARDS LIFESCIENCES CORP

-$7.3M

265,078 -2%

增持

— CHUBB LIMITED

+$7.0M

416,924 +1%

减持

V VISA INC

-$7.0M

761,967 -1%

减持

NVDA NVIDIA CORPORATION

-$6.9M

513,166 -6%

增持

ECL ECOLAB INC

-$6.8M

462,403 +1%

增持

CVX CHEVRON CORP NEW

+$5.9M

391,280 +3%

增持

DHR DANAHER CORPORATION

+$5.9M

676,336 +0%

减持

MRK MERCK & CO INC

-$5.4M

393,221 -1%

减持

LQD ISHARES TR

-$5.3M

76,170 -37%

减持

PG PROCTER AND GAMBLE CO

-$5.2M

805,977 -0%

减持

CGNX COGNEX CORP

-$4.8M

307,569 -3%

减持

ABBV ABBVIE INC

+$4.7M

395,066 -2%

减持

GOOGL ALPHABET INC

+$4.3M

457,858 -1%

减持

HD HOME DEPOT INC

-$4.1M

432,945 -0%

减持

VZ VERIZON COMMUNICATIONS INC

-$4.1M

806,146 -1%

增持

CMCSA COMCAST CORP NEW

+$4.0M

1,239,509 +1%

减持

ADP AUTOMATIC DATA PROCESSING IN

+$4.0M

247,907 -2%

增持

OMC OMNICOM GROUP INC

-$3.9M

302,927 +9%

增持

CHD CHURCH & DWIGHT CO INC

-$3.7M

440,003 +0%

增持

TJX TJX COS INC NEW

+$3.4M

793,696 +0%

增持

BKNG BOOKING HOLDINGS INC

+$3.4M

8,638 +0%

减持

— EXXON MOBIL CORP

+$3.3M

323,363 -0%

增持

AOS SMITH A O CORP

-$3.2M

548,237 +1%

增持

ADBE ADOBE INC

+$3.1M

94,938 +3%

减持

COST COSTCO WHSL CORP NEW

+$3.1M

170,157 -2%

增持

MDY SPDR S&P MIDCAP 400 ETF TR

-$3.0M

162,559 +1%

增持

BALL BALL CORP

-$2.9M

411,076 +3%

减持

— MEDTRONIC PLC

-$2.8M

101,950 -17%

减持

AWK AMERICAN WTR WKS CO INC NEW

-$2.8M

144,359 -0%

减持

AFL AFLAC INC

+$2.7M

447,079 -1%

增持

OTIS OTIS WORLDWIDE CORP

-$2.5M

305,819 +1%

减持

PFE PFIZER INC

-$2.5M

561,241 -2%

减持

AXP AMERICAN EXPRESS CO

-$2.4M

90,392 -1%

减持

SBUX STARBUCKS CORP

-$2.3M

263,596 -1%

增持

LHX L3HARRIS TECHNOLOGIES INC

-$2.2M

120,154 +2%

减持

BAC BANK AMERICA CORP

-$2.2M

1,139,257 -2%

减持

KO COCA COLA CO

-$2.1M

350,533 -3%

减持

PFF ISHARES TR

-$2.1M

735,122 -6%

增持

MZTI LANCASTER COLONY CORP

-$2.1M

69,356 +3%

增持

ROP ROPER TECHNOLOGIES INC

+$2.1M

194,535 +2%

增持

KNSL KINSALE CAP GROUP INC

+$2.0M

5,775 +478%

减持

AJG GALLAGHER ARTHUR J & CO

+$2.0M

294,650 -1%

增持

META META PLATFORMS INC

+$1.9M

103,019 +2%

增持

— ACCENTURE PLC IRELAND

+$1.9M

113,084 +6%

减持

UPS UNITED PARCEL SERVICE INC

-$1.8M

70,496 -1%

增持

FTSL FIRST TR EXCHANGE-TRADED FD

+$1.7M

575,154 +6%

增持

CSL CARLISLE COS INC

+$1.7M

77,759 +8%

减持

DOV DOVER CORP

-$1.7M

167,559 -1%

增持

LECO LINCOLN ELEC HLDGS INC

-$1.7M

178,432 +4%

减持

GIS GENERAL MLS INC

-$1.6M

86,570 -7%

减持

T AT&T INC

-$1.6M

209,740 -30%

减持

IRM IRON MTN INC DEL

+$1.6M

737,694 -1%

减持

NKE NIKE INC

-$1.5M

58,378 -9%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$1.5M

150,632 -6%

增持

CSCO CISCO SYS INC

+$1.5M

627,199 +1%

减持

MMM 3M CO

-$1.5M

55,667 -17%

减持

CMI CUMMINS INC

-$1.5M

48,923 -5%

增持

NEE NEXTERA ENERGY INC

+$1.4M

488,588 +37%

减持

EXPD EXPEDITORS INTL WASH INC

-$1.4M

131,808 -3%

减持

SYY SYSCO CORP

-$1.4M

114,661 -5%

减持

KMB KIMBERLY-CLARK CORP

-$1.4M

33,592 -15%

减持

EMLP FIRST TR EXCHANGE-TRADED FD

-$1.4M

1,124,687 -2%

减持

QCOM QUALCOMM INC

-$1.3M

158,687 -0%

减持

AMP AMERIPRISE FINL INC

-$1.2M

198,577 -1%

减持

IEFA ISHARES TR

-$1.1M

10,404 -61%

增持

ORCL ORACLE CORP

-$1.0M

125,979 +4%

建仓

VEEV VEEVA SYS INC

+$1.0M

5,103

减持

BKLN INVESCO EXCH TRADED FD TR II

-$1.0M

137,017 -26%

增持

MCO MOODYS CORP

-$1.0M

39,125 +2%

减持

ADI ANALOG DEVICES INC

-$990.8K

29,625 -7%

减持

JPM JPMORGAN CHASE & CO

-$938.1K

726,078 -1%

减持

HAIN HAIN CELESTIAL GROUP INC

-$914.4K

31,691 -68%

增持

CHEF CHEFS WHSE INC

+$854.4K

61,775 +387%

减持

COF CAPITAL ONE FINL CORP

-$815.2K

61,228 -1%

减持

SPY SPDR S&P 500 ETF TR

-$795.9K

46,054 -0%

增持

WSO WATSCO INC

-$787.8K

212,396 +0%

减持

TD TORONTO DOMINION BK ONT

-$785.2K

338,090 -1%

减持

EMR EMERSON ELEC CO

+$760.1K

141,644 -1%

减持

VTV VANGUARD INDEX FDS

-$751.7K

14,783 -25%

减持

IGSB ISHARES TR

-$697.8K

89,720 -13%

增持

VRTX VERTEX PHARMACEUTICALS INC

-$678.2K

185,070 +0%

增持

TXN TEXAS INSTRS INC

-$677.4K

32,584 +0%

减持

IWF ISHARES TR

-$674.9K

4,630 -33%

减持

STT STATE STR CORP

-$661.3K

76,107 -3%

增持

VEA VANGUARD TAX-MANAGED FDS

-$645.8K

820,216 +4%

增持

WMT WALMART INC

+$644.4K

166,297 +1%

增持

— LINDE PLC

+$624.9K

90,153 +4%

增持

APD AIR PRODS & CHEMS INC

-$617.6K

39,883 +0%

减持

COP CONOCOPHILLIPS

+$616.8K

38,460 -0%

减持

INTC INTEL CORP

+$614.9K

449,338 -2%

增持

VLO VALERO ENERGY CORP

+$614.1K

24,644 +0%

减持

ZBH ZIMMER BIOMET HOLDINGS INC

-$602.8K

14,621 -5%

减持

BSV VANGUARD BD INDEX FDS

-$594.5K

60,664 -11%

减持

DIS DISNEY WALT CO

-$594.2K

54,674 -3%

增持

TSCO TRACTOR SUPPLY CO

-$555.1K

81,098 +5%

减持

FTSM FIRST TR EXCHANGE-TRADED FD

-$551.6K

57,158 -14%

减持

AMGN AMGEN INC

+$538.3K

25,681 -10%

建仓

BND VANGUARD BD INDEX FDS

+$526.1K

7,540

减持

ITW ILLINOIS TOOL WKS INC

-$514.6K

25,171 -0%

增持

TMO THERMO FISHER SCIENTIFIC INC

+$506.5K

87,571 +4%

增持

ISRG INTUITIVE SURGICAL INC

-$492.5K

9,960 +0%

建仓

KVUE KENVUE INC

+$488.8K

24,345

减持

BDX BECTON DICKINSON & CO

-$482.2K

87,470 -0%

增持

STZ CONSTELLATION BRANDS INC

+$482.1K

78,141 +0%

减持

VB VANGUARD INDEX FDS

-$480.1K

13,138 -12%

减持

CL COLGATE PALMOLIVE CO

-$479.8K

68,538 -1%

减持

PAYX PAYCHEX INC

+$478.9K

413,471 -2%

减持

PYPL PAYPAL HLDGS INC

-$476.8K

35,309 -7%

增持

GDX VANECK ETF TRUST

-$468.2K

205,760 +3%

减持

ES EVERSOURCE ENERGY

-$461.2K

10,889 -29%

增持

IWM ISHARES TR

-$456.1K

95,598 +3%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$450.0K

67,091 -11%

减持

SWK STANLEY BLACK & DECKER INC

-$447.7K

5,447 -43%

减持

TGT TARGET CORP

-$447.7K

7,644 -22%

减持

IWO ISHARES TR

-$433.4K

15,168 -4%

清仓

DRI DARDEN RESTAURANTS INC

-$427.2K

0 -100%

减持

EBC EASTERN BANKSHARES INC

-$405.3K

44,000 -44%

减持

CVS CVS HEALTH CORP

-$404.0K

119,169 -6%

减持

MPC MARATHON PETE CORP

+$386.4K

11,760 -2%

减持

VEU VANGUARD INTL EQUITY INDEX F

-$382.0K

113,239 -2%

清仓

SLF SUN LIFE FINANCIAL INC.

-$363.6K

0 -100%

减持

LOW LOWES COS INC

-$359.3K

17,402 -1%

减持

CARR CARRIER GLOBAL CORPORATION

+$347.2K

197,150 -7%

减持

NOC NORTHROP GRUMMAN CORP

-$345.6K

3,775 -14%

减持

CAT CATERPILLAR INC

+$339.9K

25,285 -5%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$338.1K

133,614 -2%

减持

EL LAUDER ESTEE COS INC

-$335.9K

3,090 -22%

建仓

UBER UBER TECHNOLOGIES INC

+$335.2K

7,288

清仓

— MAGELLAN MIDSTREAM PRTNRS LP

-$334.0K

0 -100%

减持

HON HONEYWELL INTL INC

-$331.3K

13,626 -1%

增持

PSX PHILLIPS 66

+$326.2K

13,074 +0%

增持

LMT LOCKHEED MARTIN CORP

-$324.8K

7,589 +2%