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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 3
增持 60
减持 86
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$45.8M
4,144,588
-2%
增持
HD
HOME DEPOT INC
+$28.9M
430,981
+0%
减持
MSFT
MICROSOFT CORP
-$25.1M
909,531
-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
FISV
FISERV INC
+$24.8M
896,594
-1%
增持
GOOG
ALPHABET INC
-$24.4M
1,201,644
+1%
减持
DHR
DANAHER CORPORATION
+$24.2M
676,150
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$23.6M
202,622
-1%
减持
RTX
RTX CORPORATION
+$23.3M
1,176,575
-0%
增持
RMD
RESMED INC
+$17.8M
326,952
+0%
减持
MCD
MCDONALDS CORP
+$17.1M
314,305
-1%
减持
IRM
IRON MTN INC DEL
+$15.7M
687,469
-3%
增持
NOW
SERVICENOW INC
+$14.3M
17,284
+1069%
减持
—
CHUBB LIMITED
+$13.7M
408,002
-0%
增持
SYK
STRYKER CORPORATION
+$12.9M
519,718
+0%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$10.7M
61,734
-1%
减持
GOOGL
ALPHABET INC
-$10.4M
449,145
-1%
减持
AAPL
APPLE INC
+$10.4M
1,772,556
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$9.8M
242,737
-1%
减持
ABBV
ABBVIE INC
+$9.6M
364,569
-2%
减持
JNJ
JOHNSON & JOHNSON
+$9.2M
706,124
-1%
增持
AVGO
BROADCOM INC
+$9.0M
113,540
+1740%
减持
LLY
ELI LILLY & CO
-$8.4M
134,892
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$7.6M
94,277
+0%
增持
AMP
AMERIPRISE FINL INC
+$7.5M
182,934
+1%
减持
INTC
INTEL CORP
-$7.4M
307,455
-28%
增持
NEE
NEXTERA ENERGY INC
+$7.3M
545,410
+1%
增持
META
META PLATFORMS INC
+$7.2M
112,835
+2%
减持
ABT
ABBOTT LABS
+$7.1M
639,109
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.0M
129,093
+1%
减持
V
VISA INC
+$6.9M
749,306
-0%
增持
—
ACCENTURE PLC IRELAND
+$6.9M
121,059
+1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$6.8M
245,111
-0%
增持
ECL
ECOLAB INC
+$6.7M
472,455
+0%
减持
QCOM
QUALCOMM INC
-$6.6M
145,570
-4%
减持
PAYX
PAYCHEX INC
+$6.4M
387,158
-1%
增持
WMT
WALMART INC
+$6.3M
509,473
+1%
减持
AFL
AFLAC INC
+$6.1M
358,814
-6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$5.6M
140,310
+0%
增持
AOS
SMITH A O CORP
+$5.5M
566,403
+2%
减持
PG
PROCTER AND GAMBLE CO
+$5.5M
793,775
-0%
增持
CTAS
CINTAS CORP
+$5.2M
193,286
+298%
减持
MRK
MERCK & CO INC
-$5.1M
367,565
-1%
增持
ADBE
ADOBE INC
-$4.9M
117,255
+0%
增持
CSL
CARLISLE COS INC
+$4.8M
89,448
+3%
减持
AJG
GALLAGHER ARTHUR J & CO
+$4.7M
302,758
-1%
增持
—
LINDE PLC
+$4.7M
97,538
+1%
增持
CSCO
CISCO SYS INC
+$4.3M
632,407
+1%
减持
IDXX
IDEXX LABS INC
+$4.3M
169,237
-0%
减持
KMX
CARMAX INC
+$4.2M
890,089
-0%
减持
ANSS
ANSYS INC
-$4.1M
397,819
-1%
减持
CMCSA
COMCAST CORP NEW
+$4.1M
1,178,355
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.9M
896,950
+2%
减持
TJX
TJX COS INC NEW
+$3.6M
792,877
-1%
减持
OMC
OMNICOM GROUP INC
+$3.5M
286,780
-1%
减持
PEP
PEPSICO INC
+$3.3M
568,928
-1%
减持
ORCL
ORACLE CORP
+$3.3M
116,446
-1%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$3.2M
1,096,529
-1%
增持
AXP
AMERICAN EXPRESS CO
+$3.1M
89,774
+0%
减持
BSX
BOSTON SCIENTIFIC CORP
-$3.0M
152,013
-26%
减持
TSCO
TRACTOR SUPPLY CO
+$2.9M
98,689
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.9M
751,565
+0%
增持
EQIX
EQUINIX INC
+$2.9M
17,744
+5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$2.8M
196,619
+1%
减持
CGNX
COGNEX CORP
-$2.8M
331,734
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.6M
139,484
+3%
减持
WSO
WATSCO INC
+$2.6M
214,903
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.6M
62,288
-2%
减持
CARR
CARRIER GLOBAL CORPORATION
+$2.5M
150,673
-2%
减持
CMI
CUMMINS INC
+$2.5M
47,199
-0%
减持
DOV
DOVER CORP
+$2.5M
162,665
-1%
减持
SBUX
STARBUCKS CORP
+$2.4M
119,303
-4%
增持
XYL
XYLEM INC
+$2.4M
353,387
+5%
减持
KO
COCA COLA CO
+$2.3M
301,058
-2%
减持
SHW
SHERWIN WILLIAMS CO
+$2.3M
28,515
-1%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$2.2M
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$2.0M
8,641
-0%
增持
LECO
LINCOLN ELEC HLDGS INC
+$2.0M
202,317
+3%
增持
MCO
MOODYS CORP
+$2.0M
48,206
+0%
增持
CVX
CHEVRON CORP NEW
-$1.8M
419,528
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$1.8M
702,477
-1%
增持
PFF
ISHARES TR
+$1.7M
716,537
+2%
减持
OTIS
OTIS WORLDWIDE CORP
+$1.7M
287,515
-2%
减持
MMM
3M CO
+$1.6M
50,431
-4%
增持
IVV
ISHARES TR
+$1.6M
18,041
+13%
增持
GDX
VANECK ETF TRUST
+$1.5M
224,692
+2%
减持
APD
AIR PRODS & CHEMS INC
+$1.4M
36,487
-1%
减持
—
EXXON MOBIL CORP
+$1.4M
311,341
-1%
减持
BALL
BALL CORP
+$1.3M
327,775
-7%
减持
HLN
HALEON PLC
+$1.3M
648,010
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
41,120
+1%
减持
EXPD
EXPEDITORS INTL WASH INC
+$1.3M
110,810
-1%
减持
NKE
NIKE INC
-$1.2M
25,015
-47%
减持
CAT
CATERPILLAR INC
+$1.2M
22,654
-4%
减持
GSK
GSK PLC
+$1.2M
519,819
-0%
减持
RPM
RPM INTL INC
+$1.2M
70,165
-0%
减持
PGR
PROGRESSIVE CORP
+$1.1M
39,297
-7%
减持
SHOP
SHOPIFY INC
+$1.1M
123,790
-7%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.1M
200,651
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$989.8K
107,719
-4%
增持
AMZN
AMAZON COM INC
+$960.1K
520,698
+7%
增持
MA
MASTERCARD INCORPORATED
+$904.3K
15,271
+2%
减持
GIS
GENERAL MLS INC
+$899.8K
82,548
-0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$877.9K
69,186
-2%
增持
LOW
LOWES COS INC
+$855.1K
15,017
+1%
减持
GEV
GE VERNOVA INC
+$837.8K
11,400
-5%
增持
—
CHECK POINT SOFTWARE TECH LT
+$820.5K
35,272
+0%
减持
—
ICON PLC
-$794.6K
19,338
-2%
减持
DUK
DUKE ENERGY CORP NEW
+$775.6K
62,790
-2%
增持
MDB
MONGODB INC
+$767.4K
21,009
+7%
增持
BAC
BANK AMERICA CORP
-$761.2K
1,047,468
+1%
减持
GE
GE AEROSPACE
+$697.2K
45,586
-6%
增持
OEF
ISHARES TR
+$695.6K
14,280
+18%
增持
STZ
CONSTELLATION BRANDS INC
+$649.0K
80,553
+2%
减持
SYY
SYSCO CORP
+$635.6K
84,009
-2%
增持
TSLA
TESLA INC
+$602.1K
9,151
+2%
减持
ITW
ILLINOIS TOOL WKS INC
+$589.7K
22,693
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$564.1K
5,038
+5%
减持
STT
STATE STR CORP
+$513.7K
43,335
-3%
增持
IJH
ISHARES TR
+$512.0K
67,675
+6%
增持
MZTI
LANCASTER COLONY CORP
-$490.6K
77,019
+0%
减持
COST
COSTCO WHSL CORP NEW
-$485.6K
168,538
-1%
减持
—
MEDTRONIC PLC
+$469.9K
57,406
-6%
减持
MAS
MASCO CORP
+$462.7K
25,748
-0%
建仓
DNA
GINKGO BIOWORKS HOLDINGS INC
+$462.5K
56,750
增持
NVO
NOVO-NORDISK A S
-$454.0K
21,426
+0%
减持
ISRG
INTUITIVE SURGICAL INC
+$451.1K
9,790
-1%
增持
BND
VANGUARD BD INDEX FDS
+$445.2K
12,373
+84%
减持
IAU
ISHARES GOLD TR
+$441.0K
89,704
-0%
减持
GILD
GILEAD SCIENCES INC
+$434.2K
27,180
-0%
减持
T
AT&T INC
+$429.5K
135,578
-0%
减持
BSV
VANGUARD BD INDEX FDS
-$428.5K
32,009
-17%
增持
QQQ
INVESCO QQQ TR
+$423.5K
8,971
+12%
增持
PM
PHILIP MORRIS INTL INC
+$421.2K
20,687
+1%
增持
BX
BLACKSTONE INC
+$407.9K
12,202
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$406.8K
9,292
+4%
建仓
VGT
VANGUARD WORLD FD
+$402.4K
686
增持
IJR
ISHARES TR
+$389.9K
33,956
+0%
减持
UNP
UNION PAC CORP
+$386.4K
19,466
-2%
减持
NVS
NOVARTIS AG
+$384.5K
65,576
-1%
减持
IWM
ISHARES TR
-$381.5K
31,324
-13%
增持
DE
DEERE & CO
+$374.5K
5,445
+1%
减持
JILL
J JILL INC
-$363.5K
29,825
-8%
减持
DIS
DISNEY WALT CO
-$361.6K
41,285
-7%
增持
VTI
VANGUARD INDEX FDS
+$347.6K
2,094
+128%
增持
AMAT
APPLIED MATLS INC
-$315.5K
6,814
+1%
建仓
IEF
ISHARES TR
+$310.3K
3,162
增持
—
BLACKROCK INC
+$307.0K
1,821
+3%
增持
VB
VANGUARD INDEX FDS
+$305.6K
12,888
+2%
减持
IWO
ISHARES TR
+$301.0K
15,001
-1%
减持
NOC
NORTHROP GRUMMAN CORP
+$292.6K
3,219
-3%
