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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 3
增持 46
减持 97
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$146.1M
4,232,411
+849%
增持
AAPL
APPLE INC
+$96.4M
1,787,277
+0%
增持
GOOG
ALPHABET INC
+$44.6M
1,193,009
+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
MSFT
MICROSOFT CORP
+$33.8M
911,112
+0%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$24.5M
205,073
-1%
减持
COST
COSTCO WHSL CORP NEW
+$23.6M
169,811
-1%
增持
LLY
ELI LILLY & CO
+$22.3M
137,445
+1%
减持
HD
HOME DEPOT INC
-$20.0M
430,475
-0%
减持
GOOGL
ALPHABET INC
+$16.2M
451,436
-1%
增持
XYL
XYLEM INC
+$15.5M
337,800
+46%
减持
SBUX
STARBUCKS CORP
-$15.0M
124,472
-53%
减持
KMX
CARMAX INC
-$13.8M
891,548
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$13.6M
194,897
+1%
增持
LECO
LINCOLN ELEC HLDGS INC
-$13.0M
196,812
+1%
增持
AMZN
AMAZON COM INC
+$12.7M
487,664
+6%
减持
JNJ
JOHNSON & JOHNSON
-$12.2M
716,188
-3%
减持
SYK
STRYKER CORPORATION
-$11.9M
519,640
-0%
减持
V
VISA INC
-$11.4M
751,626
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$11.2M
139,912
-9%
增持
ADBE
ADOBE INC
+$10.8M
116,846
+7%
减持
IDXX
IDEXX LABS INC
-$10.7M
169,721
-0%
增持
MCD
MCDONALDS CORP
-$10.6M
317,185
+0%
增持
TJX
TJX COS INC NEW
+$9.4M
800,705
+1%
减持
FISV
FISERV INC
-$9.0M
904,892
-0%
减持
ANSS
ANSYS INC
-$9.0M
400,547
-1%
减持
WSO
WATSCO INC
+$8.1M
216,974
-1%
减持
ABT
ABBOTT LABS
-$7.7M
645,512
-0%
减持
IRM
IRON MTN INC DEL
+$7.7M
711,885
-2%
减持
PEP
PEPSICO INC
-$7.3M
575,134
-0%
减持
TD
TORONTO DOMINION BK ONT
-$7.1M
105,745
-51%
增持
EQIX
EQUINIX INC
+$6.5M
16,855
+119%
减持
—
ACCENTURE PLC IRELAND
-$6.5M
119,501
-2%
增持
NEE
NEXTERA ENERGY INC
+$6.4M
542,109
+7%
增持
AVGO
BROADCOM INC
+$6.3M
6,171
+92%
增持
CMCSA
COMCAST CORP NEW
-$6.1M
1,183,288
+0%
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
-$5.9M
7,270,000
+4%
减持
ABBV
ABBVIE INC
-$5.3M
370,852
-0%
减持
QCOM
QUALCOMM INC
+$5.3M
152,054
-1%
增持
ECL
ECOLAB INC
+$5.3M
472,249
+0%
增持
DHR
DANAHER CORPORATION
-$5.1M
678,145
+0%
增持
META
META PLATFORMS INC
+$4.8M
110,967
+2%
增持
AOS
SMITH A O CORP
-$4.5M
558,022
+0%
减持
BDX
BECTON DICKINSON & CO
-$4.3M
74,591
-12%
减持
INTC
INTEL CORP
-$4.2M
424,720
-0%
减持
WMT
WALMART INC
+$4.1M
506,711
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$4.0M
244,205
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.8M
93,893
+0%
减持
RTX
RTX CORPORATION
+$3.5M
1,181,640
-0%
减持
—
CHUBB LIMITED
-$3.3M
409,539
-1%
减持
BALL
BALL CORP
-$3.3M
354,056
-2%
增持
CSL
CARLISLE COS INC
+$3.2M
87,080
+6%
减持
PAYX
PAYCHEX INC
-$2.9M
389,429
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
+$2.9M
305,752
-2%
减持
BKNG
BOOKING HOLDINGS INC
+$2.8M
8,653
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$2.7M
709,190
-1%
减持
BAC
BANK AMERICA CORP
+$2.6M
1,041,407
-1%
减持
OMC
OMNICOM GROUP INC
-$2.5M
289,394
-2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.5M
135,646
+3%
减持
MRK
MERCK & CO INC
-$2.5M
372,011
-0%
增持
CGNX
COGNEX CORP
+$2.4M
334,839
+3%
减持
AMP
AMERIPRISE FINL INC
-$2.4M
181,813
-1%
减持
PG
PROCTER AND GAMBLE CO
+$2.3M
797,072
-0%
减持
CSCO
CISCO SYS INC
-$2.2M
628,533
-1%
增持
IVV
ISHARES TR
+$2.2M
15,974
+27%
减持
CVS
CVS HEALTH CORP
-$2.2M
52,303
-19%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.1M
112,109
-10%
减持
SPY
SPDR S&P 500 ETF TR
-$2.1M
40,626
-13%
建仓
GEV
GE VERNOVA INC
+$2.1M
11,963
增持
RMD
RESMED INC
-$1.9M
325,391
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.9M
128,142
-1%
减持
MZTI
LANCASTER COLONY CORP
-$1.9M
76,879
-0%
增持
—
LINDE PLC
-$1.9M
96,850
+3%
减持
—
EXXON MOBIL CORP
-$1.8M
315,144
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.7M
205,207
+0%
减持
ORCL
ORACLE CORP
+$1.6M
117,692
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.6M
63,269
-7%
减持
FTV
FORTIVE CORP
-$1.6M
103,238
-2%
减持
MCO
MOODYS CORP
+$1.6M
48,143
-2%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.5M
62,079
-1%
减持
SHOP
SHOPIFY INC
-$1.5M
133,430
-0%
减持
—
MEDTRONIC PLC
-$1.4M
60,751
-14%
增持
SHW
SHERWIN WILLIAMS CO
-$1.4M
28,769
+0%
减持
NKE
NIKE INC
-$1.4M
46,980
-8%
减持
DIS
DISNEY WALT CO
-$1.3M
44,397
-4%
减持
SYY
SYSCO CORP
-$1.3M
85,569
-4%
减持
CMI
CUMMINS INC
-$1.3M
47,384
-1%
减持
BP
BP PLC
-$1.2M
37,098
-45%
减持
LOW
LOWES COS INC
-$1.2M
14,833
-14%
减持
OTIS
OTIS WORLDWIDE CORP
-$1.2M
293,039
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.1M
63,595
-2%
增持
STZ
CONSTELLATION BRANDS INC
-$1.1M
78,623
+1%
减持
WFC
WELLS FARGO CO NEW
-$1.1M
47,926
-30%
减持
COF
CAPITAL ONE FINL CORP
-$1.1M
9,642
-40%
减持
CAT
CATERPILLAR INC
-$1.0M
23,503
-1%
增持
RPM
RPM INTL INC
-$992.2K
70,286
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$981.0K
112,200
-14%
增持
MDB
MONGODB INC
-$979.7K
19,618
+19%
减持
IT
GARTNER INC
-$975.1K
3,712
-33%
减持
EMR
EMERSON ELEC CO
-$973.2K
126,536
-3%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$951.4K
1,103,293
-0%
减持
ITW
ILLINOIS TOOL WKS INC
-$951.2K
22,843
-3%
减持
CTAS
CINTAS CORP
+$925.6K
48,600
-1%
增持
AXP
AMERICAN EXPRESS CO
+$919.3K
89,384
+0%
增持
ROP
ROPER TECHNOLOGIES INC
-$918.0K
199,719
+0%
减持
ADI
ANALOG DEVICES INC
+$881.9K
28,417
-1%
减持
DEO
DIAGEO PLC
-$822.5K
3,834
-56%
减持
STT
STATE STR CORP
-$815.8K
44,620
-17%
减持
CL
COLGATE PALMOLIVE CO
-$813.0K
53,808
-20%
减持
AMGN
AMGEN INC
+$798.2K
25,925
-0%
增持
VRSK
VERISK ANALYTICS INC
+$738.4K
18,626
+0%
减持
GE
GE AEROSPACE
-$706.1K
48,464
-1%
清仓
OZK
BANK OZK LITTLE ROCK ARK
-$700.1K
0
-100%
减持
AFL
AFLAC INC
+$659.7K
382,990
-2%
减持
VOO
VANGUARD INDEX FDS
-$659.5K
2,860
-35%
减持
VLO
VALERO ENERGY CORP
-$616.8K
24,213
-2%
增持
OEF
ISHARES TR
+$602.8K
12,153
+13%
减持
DOV
DOVER CORP
-$601.8K
163,911
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$599.0K
112,010
-2%
减持
MA
MASTERCARD INCORPORATED
-$594.3K
14,948
-0%
增持
GDX
VANECK ETF TRUST
+$593.8K
219,730
+1%
减持
PH
PARKER-HANNIFIN CORP
-$583.7K
3,766
-16%
建仓
SOLV
SOLVENTUM CORP
+$574.8K
11,944
减持
EW
EDWARDS LIFESCIENCES CORP
-$573.9K
245,921
-0%
减持
VLTO
VERALTO CORP
-$546.3K
29,002
-23%
增持
APD
AIR PRODS & CHEMS INC
+$542.4K
36,956
+1%
清仓
WCC
WESCO INTL INC
-$531.3K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$497.6K
9,362
+0%
减持
FAST
FASTENAL CO
-$493.9K
32,839
-1%
清仓
—
LABORATORY CORP AMER HLDGS
-$485.0K
0
-100%
减持
UNP
UNION PAC CORP
-$482.9K
19,842
-0%
减持
NVS
NOVARTIS AG
+$474.5K
66,381
-4%
减持
IWM
ISHARES TR
-$460.7K
36,196
-2%
减持
TSCO
TRACTOR SUPPLY CO
-$457.3K
99,601
-1%
减持
MAS
MASCO CORP
-$450.8K
25,848
-5%
减持
COP
CONOCOPHILLIPS
-$447.9K
25,111
-2%
建仓
LH
LABCORP HOLDINGS INC
+$442.6K
2,220
清仓
MUB
ISHARES TR
-$432.3K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
+$424.2K
9,840
-0%
减持
MMM
3M CO
-$410.0K
52,569
-1%
增持
VEEV
VEEVA SYS INC
-$403.9K
8,826
+1%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$400.8K
8,784
+43%
减持
BSV
VANGUARD BD INDEX FDS
-$398.7K
38,410
-12%
减持
TFC
TRUIST FINL CORP
-$374.1K
30,153
-24%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$367.9K
11,548
-4%
减持
DE
DEERE & CO
-$367.8K
5,403
-2%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$365.3K
616,140
+2%
增持
CRM
SALESFORCE INC
-$335.8K
9,244
+4%
减持
CPRT
COPART INC
-$329.9K
37,806
-8%
增持
CI
THE CIGNA GROUP
-$321.3K
9,619
+0%
增持
CVX
CHEVRON CORP NEW
-$318.6K
410,838
+1%
