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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 6
增持 61
减持 79
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$148.3M
445,992
-13%
增持
MSFT
MICROSOFT CORP
+$42.5M
909,645
+1%
增持
AAPL
APPLE INC
-$36.9M
1,785,476
+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
ORLY
OREILLY AUTOMOTIVE INC
+$35.8M
207,515
-1%
减持
SYK
STRYKER CORPORATION
+$29.7M
521,846
-0%
增持
LLY
ELI LILLY & CO
+$28.1M
135,819
+2%
减持
FISV
FISERV INC
+$24.1M
909,248
-0%
增持
XYL
XYLEM INC
+$23.8M
230,944
+335%
减持
JPM
JPMORGAN CHASE & CO
+$20.8M
717,425
-1%
增持
RTX
RTX CORPORATION
+$17.1M
1,187,119
+1%
增持
HD
HOME DEPOT INC
+$16.1M
431,951
+0%
增持
ECL
ECOLAB INC
+$16.0M
470,607
+1%
增持
GOOG
ALPHABET INC
+$15.3M
1,186,703
+1%
增持
AMZN
AMAZON COM INC
+$15.2M
462,107
+3%
增持
META
META PLATFORMS INC
+$15.0M
108,363
+2%
减持
—
CHUBB LIMITED
+$13.3M
413,956
-0%
减持
V
VISA INC
+$13.2M
754,210
-0%
增持
COST
COSTCO WHSL CORP NEW
+$13.2M
172,386
+1%
增持
DHR
DANAHER CORPORATION
+$13.1M
676,411
+0%
减持
PG
PROCTER AND GAMBLE CO
+$12.3M
798,946
-0%
减持
ANSS
ANSYS INC
-$10.9M
402,859
-3%
增持
RMD
RESMED INC
+$10.6M
323,035
+4%
增持
KMX
CARMAX INC
+$10.4M
900,780
+2%
增持
AJG
GALLAGHER ARTHUR J & CO
+$9.9M
310,421
+3%
增持
LECO
LINCOLN ELEC HLDGS INC
+$9.8M
195,018
+6%
减持
ABBV
ABBVIE INC
+$8.5M
371,776
-3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$8.4M
153,690
-17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.3M
129,166
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$8.2M
74,920
-43%
减持
SPY
SPDR S&P 500 ETF TR
-$8.1M
46,716
-32%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$8.0M
93,868
+7%
减持
MRK
MERCK & CO INC
+$7.8M
373,632
-2%
增持
CSL
CARLISLE COS INC
+$7.6M
82,287
+5%
减持
VLTO
VERALTO CORP
-$7.2M
37,462
-71%
增持
TSCO
TRACTOR SUPPLY CO
+$7.2M
100,413
+13%
减持
IRM
IRON MTN INC DEL
+$7.2M
727,641
-1%
减持
TD
TORONTO DOMINION BK ONT
-$6.6M
214,851
-29%
增持
NEE
NEXTERA ENERGY INC
+$6.3M
507,083
+18%
减持
AMP
AMERIPRISE FINL INC
+$6.1M
184,290
-6%
减持
TJX
TJX COS INC NEW
+$6.0M
791,050
-0%
建仓
MDB
MONGODB INC
+$5.9M
16,429
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$5.8M
62,627
-2%
增持
CTAS
CINTAS CORP
+$5.8M
48,940
+6%
增持
—
LINDE PLC
+$5.7M
94,181
+2%
减持
MCD
MCDONALDS CORP
-$5.7M
316,557
-1%
增持
CVX
CHEVRON CORP NEW
+$5.5M
404,977
+3%
增持
GOOGL
ALPHABET INC
+$5.3M
455,437
+0%
增持
CHD
CHURCH & DWIGHT CO INC
+$4.9M
452,649
+1%
增持
ROP
ROPER TECHNOLOGIES INC
+$4.8M
198,833
+2%
减持
—
EXXON MOBIL CORP
+$4.8M
317,654
-1%
增持
AOS
SMITH A O CORP
+$4.5M
556,806
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.4M
742,590
+5%
增持
WMT
WALMART INC
+$4.4M
510,253
+206%
减持
BAC
BANK AMERICA CORP
+$4.3M
1,048,728
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$4.0M
192,941
+2%
增持
MZTI
LANCASTER COLONY CORP
+$4.0M
77,128
+7%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.9M
245,858
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
+$3.9M
246,167
-4%
减持
DOV
DOVER CORP
+$3.8M
165,553
-0%
减持
CVS
CVS HEALTH CORP
-$3.7M
64,953
-42%
减持
BALL
BALL CORP
+$3.5M
359,946
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.5M
864,883
+4%
减持
AXP
AMERICAN EXPRESS CO
+$3.4M
89,063
-1%
增持
WSO
WATSCO INC
+$3.4M
219,897
+3%
减持
QCOM
QUALCOMM INC
+$3.2M
153,555
-2%
减持
IDXX
IDEXX LABS INC
-$3.2M
170,226
-1%
增持
SHOP
SHOPIFY INC
+$3.2M
133,513
+46%
增持
ABT
ABBOTT LABS
+$3.2M
646,225
+1%
减持
JNJ
JOHNSON & JOHNSON
-$3.1M
741,908
-4%
减持
INTC
INTEL CORP
-$3.1M
425,026
-2%
增持
ADBE
ADOBE INC
-$3.0M
108,742
+12%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.8M
131,512
+10%
增持
GE
GENERAL ELECTRIC CO
+$2.7M
49,026
+7%
减持
AFL
AFLAC INC
-$2.7M
389,064
-11%
减持
OMC
OMNICOM GROUP INC
+$2.6M
296,408
-2%
减持
CMI
CUMMINS INC
+$2.4M
47,747
-2%
增持
STZ
CONSTELLATION BRANDS INC
+$2.4M
78,148
+0%
增持
MCO
MOODYS CORP
+$2.4M
49,268
+13%
减持
OTIS
OTIS WORLDWIDE CORP
+$2.4M
295,892
-2%
增持
IVV
ISHARES TR
+$2.3M
12,592
+40%
减持
EXPD
EXPEDITORS INTL WASH INC
-$2.3M
114,252
-10%
减持
BSX
BOSTON SCIENTIFIC CORP
+$2.2M
205,006
-0%
减持
ORCL
ORACLE CORP
+$2.2M
119,165
-2%
减持
CMCSA
COMCAST CORP NEW
-$2.1M
1,181,694
-3%
减持
APD
AIR PRODS & CHEMS INC
-$2.0M
36,623
-8%
减持
COF
CAPITAL ONE FINL CORP
-$2.0M
15,979
-52%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$2.0M
604,916
+7%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.9M
1,107,664
-0%
减持
PGR
PROGRESSIVE CORP
+$1.8M
42,257
-2%
减持
NKE
NIKE INC
-$1.6M
50,960
-13%
减持
PFE
PFIZER INC
-$1.5M
471,602
-7%
减持
CAT
CATERPILLAR INC
+$1.4M
23,760
-4%
减持
EMR
EMERSON ELEC CO
+$1.3M
130,873
-6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.3M
130,718
+15%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
122,446
+4%
减持
KO
COCA COLA CO
-$1.2M
313,247
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
64,663
-5%
减持
CARR
CARRIER GLOBAL CORPORATION
-$1.1M
161,680
-12%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$1.1M
6,138
+64%
减持
STT
STATE STR CORP
-$1.1M
53,492
-20%
减持
PYPL
PAYPAL HLDGS INC
-$1.0M
9,692
-65%
减持
—
APTIV PLC
-$1.0M
10,389
-50%
减持
SHW
SHERWIN WILLIAMS CO
+$1.0M
28,720
-0%
增持
SBUX
STARBUCKS CORP
-$991.2K
264,705
+1%
减持
—
ICON PLC
+$974.8K
19,773
-1%
减持
DIS
DISNEY WALT CO
+$946.8K
46,300
-11%
减持
KMB
KIMBERLY-CLARK CORP
-$915.9K
22,056
-29%
减持
UPS
UNITED PARCEL SERVICE INC
-$872.6K
67,939
-3%
减持
MA
MASTERCARD INCORPORATED
+$815.6K
15,015
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$801.4K
8,703
+0%
增持
OEF
ISHARES TR
+$797.3K
10,726
+29%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$772.7K
113,069
-24%
减持
—
MEDTRONIC PLC
-$771.8K
70,390
-16%
增持
IJR
ISHARES TR
+$751.2K
34,538
+22%
增持
CGNX
COGNEX CORP
+$748.4K
323,980
+4%
增持
CL
COLGATE PALMOLIVE CO
+$739.1K
67,013
+1%
增持
CHEF
CHEFS WHSE INC
+$713.5K
86,430
+0%
减持
AVGO
BROADCOM INC
+$664.4K
3,219
-0%
建仓
HPQ
HP INC
+$635.9K
21,042
增持
WFC
WELLS FARGO CO NEW
+$623.9K
68,538
+1%
建仓
QQQE
DIREXION SHS ETF TR
+$622.2K
6,975
增持
EQIX
EQUINIX INC
+$609.9K
7,687
+8%
减持
ISRG
INTUITIVE SURGICAL INC
+$592.7K
9,858
-0%
减持
PFF
ISHARES TR
+$588.1K
684,818
-1%
增持
FAST
FASTENAL CO
+$552.3K
33,039
+7%
建仓
WCC
WESCO INTL INC
+$531.3K
3,102
增持
VEEV
VEEVA SYS INC
+$527.4K
8,696
+13%
减持
NVO
NOVO-NORDISK A S
+$524.4K
21,485
-1%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$519.3K
0
-100%
减持
RPM
RPM INTL INC
+$509.0K
70,037
-0%
增持
TSLA
TESLA INC
-$501.4K
9,612
+9%
减持
LOW
LOWES COS INC
+$500.4K
17,266
-1%
增持
GDX
VANECK ETF TRUST
+$493.9K
217,418
+6%
减持
SYY
SYSCO CORP
-$484.9K
89,044
-16%
减持
BSV
VANGUARD BD INDEX FDS
-$466.8K
43,642
-12%
清仓
PAYC
PAYCOM SOFTWARE INC
-$460.8K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
-$440.0K
64,291
-6%
建仓
MUB
ISHARES TR
+$432.3K
4,018
清仓
MOO
VANECK ETF TRUST
-$430.4K
0
-100%
减持
CI
THE CIGNA GROUP
+$425.6K
9,585
-6%
增持
USMV
ISHARES TR
+$422.3K
18,445
+29%
清仓
—
WILLIAMS ROWLAND ACQUISITION
-$419.2K
0
-100%
减持
HUBB
HUBBELL INC
+$396.4K
4,794
-1%
减持
NVS
NOVARTIS AG
-$388.9K
69,094
-1%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$388.7K
21,921
减持
PAYX
PAYCHEX INC
+$355.1K
395,125
-2%
减持
PH
PARKER-HANNIFIN CORP
+$348.4K
4,488
-4%
减持
PEP
PEPSICO INC
+$337.8K
575,763
-3%
增持
MAS
MASCO CORP
+$332.8K
27,248
+0%
减持
GILD
GILEAD SCIENCES INC
-$330.3K
27,805
-5%
