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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 1
增持 45
减持 99
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$54.4M
904,798
-0%
减持
AAPL
APPLE INC
+$37.4M
1,781,734
-0%
增持
NVDA
NVIDIA CORPORATION
+$31.5M
514,336
+0%
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
ANSS
ANSYS INC
+$26.8M
415,336
-0%
减持
V
VISA INC
+$22.0M
757,672
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$19.7M
185,128
+14%
减持
IDXX
IDEXX LABS INC
+$19.7M
171,311
-1%
减持
HD
HOME DEPOT INC
+$18.8M
431,719
-0%
增持
FISV
FISERV INC
+$18.6M
912,559
+0%
减持
JPM
JPMORGAN CHASE & CO
+$17.6M
722,717
-0%
增持
COST
COSTCO WHSL CORP NEW
+$16.9M
171,314
+1%
增持
ECL
ECOLAB INC
+$14.4M
467,365
+1%
增持
RTX
RTX CORPORATION
+$14.3M
1,172,281
+0%
增持
SYK
STRYKER CORPORATION
+$13.8M
524,321
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$12.8M
68,427
+49%
增持
ROP
ROPER TECHNOLOGIES INC
+$12.5M
195,657
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$12.3M
188,387
+2%
减持
DHR
DANAHER CORPORATION
-$12.0M
673,433
-0%
增持
AMZN
AMAZON COM INC
+$11.9M
448,884
+1%
增持
WSO
WATSCO INC
+$11.3M
213,689
+1%
增持
GOOG
ALPHABET INC
+$10.8M
1,173,231
+0%
建仓
VLTO
VERALTO CORP
+$10.6M
128,298
减持
MCD
MCDONALDS CORP
+$9.8M
320,213
-1%
增持
ADBE
ADOBE INC
+$9.5M
96,983
+2%
减持
IWM
ISHARES TR
-$9.3M
37,667
-61%
减持
AMP
AMERIPRISE FINL INC
+$9.2M
196,563
-1%
增持
AOS
SMITH A O CORP
+$9.1M
550,150
+0%
减持
ABT
ABBOTT LABS
+$8.1M
638,659
-1%
增持
LLY
ELI LILLY & CO
+$7.9M
133,093
+3%
增持
CVX
CHEVRON CORP NEW
-$7.6M
391,427
+0%
增持
LECO
LINCOLN ELEC HLDGS INC
+$7.6M
184,002
+3%
减持
IRM
IRON MTN INC DEL
+$7.3M
731,578
-1%
减持
—
CHUBB LIMITED
+$7.2M
415,828
-0%
增持
META
META PLATFORMS INC
+$6.7M
106,355
+3%
减持
RMD
RESMED INC
+$6.5M
310,540
-2%
增持
—
ACCENTURE PLC IRELAND
+$6.5M
117,425
+4%
增持
CTAS
CINTAS CORP
+$6.4M
46,129
+3%
减持
—
EXXON MOBIL CORP
-$5.9M
321,026
-1%
减持
INTC
INTEL CORP
+$5.9M
434,795
-3%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$5.6M
63,931
-2%
增持
XYL
XYLEM INC
+$5.2M
53,133
+450%
减持
QCOM
QUALCOMM INC
+$5.1M
157,387
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$5.0M
208,896
-2%
增持
MCO
MOODYS CORP
+$4.6M
43,552
+11%
增持
SHOP
SHOPIFY INC
+$4.5M
91,673
+87%
增持
CSL
CARLISLE COS INC
+$4.4M
78,741
+1%
增持
—
LINDE PLC
+$4.4M
92,529
+3%
减持
BAC
BANK AMERICA CORP
+$4.3M
1,054,558
-7%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$4.3M
119,735
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$4.1M
8,675
+0%
减持
PFE
PFIZER INC
-$4.1M
505,564
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.0M
832,793
+2%
减持
TJX
TJX COS INC NEW
+$3.7M
791,574
-0%
减持
OMC
OMNICOM GROUP INC
+$3.5M
301,664
-0%
减持
GOOGL
ALPHABET INC
+$3.5M
454,120
-1%
减持
KMX
CARMAX INC
+$3.4M
886,947
-3%
减持
AXP
AMERICAN EXPRESS CO
+$3.4M
89,890
-1%
减持
USB
US BANCORP DEL
-$2.7M
37,767
-71%
增持
TSCO
TRACTOR SUPPLY CO
+$2.6M
88,594
+9%
减持
OTIS
OTIS WORLDWIDE CORP
+$2.5M
302,034
-1%
减持
CSCO
CISCO SYS INC
-$2.4M
619,132
-1%
清仓
KNSL
KINSALE CAP GROUP INC
-$2.4M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.2M
87,637
+0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.2M
246,634
-1%
减持
DOV
DOVER CORP
+$2.2M
165,999
-1%
增持
CHD
CHURCH & DWIGHT CO INC
+$2.0M
447,081
+2%
减持
NEE
NEXTERA ENERGY INC
-$1.8M
430,528
-12%
减持
AFL
AFLAC INC
+$1.8M
437,515
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.8M
135,704
-10%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.7M
205,284
-20%
减持
COP
CONOCOPHILLIPS
-$1.7M
25,317
-34%
减持
CMCSA
COMCAST CORP NEW
-$1.6M
1,216,528
-2%
减持
COF
CAPITAL ONE FINL CORP
-$1.6M
33,106
-46%
减持
SHW
SHERWIN WILLIAMS CO
+$1.6M
28,747
-1%
减持
JNJ
JOHNSON & JOHNSON
-$1.5M
768,845
-2%
减持
BDX
BECTON DICKINSON & CO
-$1.4M
86,836
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
68,361
-2%
减持
EW
EDWARDS LIFESCIENCES CORP
+$1.3M
257,429
-3%
增持
CHEF
CHEFS WHSE INC
+$1.2M
86,355
+40%
减持
SBUX
STARBUCKS CORP
+$1.1M
262,291
-0%
减持
RPM
RPM INTL INC
+$1.1M
70,070
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
+$1.1M
127,321
-3%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.1M
1,112,225
-1%
减持
—
MEDTRONIC PLC
-$1.1M
83,834
-18%
清仓
—
VMWARE INC
-$1.1M
0
-100%
减持
FTV
FORTIVE CORP
-$1.1M
125,140
-10%
减持
MRK
MERCK & CO INC
+$1.0M
380,846
-3%
增持
EQIX
EQUINIX INC
+$888.8K
7,120
+7%
减持
UNP
UNION PAC CORP
+$859.6K
21,256
-1%
增持
GDX
VANECK ETF TRUST
+$843.8K
205,767
+0%
减持
STZ
CONSTELLATION BRANDS INC
-$836.1K
77,779
-0%
减持
AVGO
BROADCOM INC
+$835.5K
3,227
-3%
减持
TD
TORONTO DOMINION BK ONT
-$830.7K
302,424
-11%
增持
FAST
FASTENAL CO
+$823.5K
30,822
+44%
增持
NKE
NIKE INC
+$805.3K
58,832
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$798.4K
128,993
-3%
减持
PGR
PROGRESSIVE CORP
+$794.1K
43,295
-1%
减持
T
AT&T INC
-$793.7K
140,439
-33%
减持
BSV
VANGUARD BD INDEX FDS
-$747.2K
49,505
-18%
减持
GE
GENERAL ELECTRIC CO
+$741.2K
45,903
-1%
减持
KO
COCA COLA CO
+$725.1K
345,289
-1%
减持
—
CHECK POINT SOFTWARE TECH LT
+$693.4K
36,054
-0%
减持
PSX
PHILLIPS 66
-$688.8K
6,625
-49%
减持
PFF
ISHARES TR
-$680.3K
688,799
-6%
减持
MMM
3M CO
+$677.0K
53,865
-3%
增持
VOO
VANGUARD INDEX FDS
+$676.9K
4,798
+33%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$659.6K
45,872
-20%
减持
VZ
VERIZON COMMUNICATIONS INC
+$646.8K
710,184
-12%
减持
IT
GARTNER INC
+$624.4K
6,384
-3%
增持
MZTI
LANCASTER COLONY CORP
+$571.9K
72,226
+4%
减持
ADI
ANALOG DEVICES INC
+$570.2K
28,995
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$563.6K
9,310
+0%
增持
AJG
GALLAGHER ARTHUR J & CO
+$558.0K
301,128
+2%
减持
ORCL
ORACLE CORP
-$527.9K
121,557
-4%
减持
CVS
CVS HEALTH CORP
+$525.4K
112,029
-6%
减持
ITW
ILLINOIS TOOL WKS INC
+$516.9K
24,105
-4%
增持
QQQ
INVESCO QQQ TR
+$498.4K
8,055
+3%
减持
AMGN
AMGEN INC
+$490.3K
25,666
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$488.4K
113,326
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$481.4K
131,787
-9%
减持
PAYX
PAYCHEX INC
+$480.6K
404,384
-2%
减持
CMI
CUMMINS INC
+$455.1K
48,554
-1%
增持
VEEV
VEEVA SYS INC
+$449.2K
7,726
+51%
减持
CTVA
CORTEVA INC
-$436.3K
10,973
-42%
减持
ISRG
INTUITIVE SURGICAL INC
+$430.3K
9,905
-1%
减持
WFC
WELLS FARGO CO NEW
+$427.9K
68,032
-5%
增持
IWO
ISHARES TR
+$427.5K
15,175
+0%
减持
CAT
CATERPILLAR INC
+$422.1K
24,774
-2%
减持
CL
COLGATE PALMOLIVE CO
+$421.6K
66,433
-3%
减持
GSK
GSK PLC
+$420.3K
520,651
-0%
减持
LQD
ISHARES TR
+$420.1K
74,019
-3%
减持
APD
AIR PRODS & CHEMS INC
-$410.5K
39,782
-0%
减持
AMT
AMERICAN TOWER CORP NEW
+$405.5K
7,948
-0%
减持
—
DUPONT DE NEMOURS INC
-$400.9K
12,165
-32%
减持
IVV
ISHARES TR
+$391.5K
8,995
-1%
减持
MA
MASTERCARD INCORPORATED
+$377.5K
15,041
-1%
减持
PYPL
PAYPAL HLDGS INC
-$375.5K
27,499
-22%
减持
DOW
DOW INC
-$372.7K
14,216
-36%
减持
CARR
CARRIER GLOBAL CORPORATION
-$363.9K
183,094
-7%
清仓
DXCM
DEXCOM INC
-$359.9K
0
-100%
减持
IAU
ISHARES GOLD TR
+$346.3K
90,042
-1%
增持
PH
PARKER-HANNIFIN CORP
+$333.5K
4,658
+0%
减持
TFC
TRUIST FINL CORP
+$328.5K
43,994
-3%
清仓
—
KELLANOVA
-$319.9K
0
-100%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$314.5K
564,207
-2%
清仓
MUB
ISHARES TR
-$313.5K
0
-100%
减持
IJH
ISHARES TR
+$312.0K
13,915
-2%
减持
MAS
MASCO CORP
+$306.5K
27,121
-4%
减持
ABBV
ABBVIE INC
+$306.3K
381,976
-3%
减持
—
BLACKROCK INC
+$303.7K
1,849
-0%
