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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 3
增持 47
减持 95
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$145.5M
3,599,104
-10%
减持
AAPL
APPLE INC
-$53.2M
1,742,665
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$46.5M
198,345
-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。
减持
MSFT
MICROSOFT CORP
-$42.2M
904,386
-0%
增持
GOOG
ALPHABET INC
-$39.8M
1,211,074
+1%
减持
V
VISA INC
+$23.3M
738,002
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$21.0M
207,639
+5%
减持
RTX
RTX CORPORATION
+$18.6M
1,163,796
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
+$17.6M
297,886
-1%
减持
GOOGL
ALPHABET INC
-$16.0M
435,396
-1%
增持
DHR
DANAHER CORPORATION
-$15.6M
690,602
+1%
减持
CMCSA
COMCAST CORP NEW
-$14.0M
788,166
-31%
减持
JNJ
JOHNSON & JOHNSON
+$13.8M
687,197
-1%
减持
ROP
ROPER TECHNOLOGIES INC
+$13.6M
199,706
-0%
减持
IRM
IRON MTN INC DEL
-$13.5M
674,042
-1%
增持
AMZN
AMAZON COM INC
-$13.0M
532,722
+2%
减持
ABT
ABBOTT LABS
+$12.2M
634,527
-0%
减持
ANSS
ANSYS INC
-$11.1M
386,729
-2%
减持
STZ
CONSTELLATION BRANDS INC
-$10.6M
33,519
-56%
增持
NOW
SERVICENOW INC
+$10.5M
42,869
+93%
减持
FISV
FISERV INC
+$10.1M
859,496
-2%
减持
—
CHUBB LIMITED
+$10.0M
404,359
-0%
增持
ECL
ECOLAB INC
+$9.8M
471,715
+1%
减持
ABBV
ABBVIE INC
+$9.7M
354,624
-2%
增持
HD
HOME DEPOT INC
-$9.6M
430,965
+0%
增持
CVX
CHEVRON CORP NEW
+$9.6M
414,657
+0%
减持
AMP
AMERIPRISE FINL INC
-$9.4M
178,531
-1%
增持
LLY
ELI LILLY & CO
+$9.2M
148,535
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.0M
122,846
-1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$7.3M
169,884
-1%
增持
MCD
MCDONALDS CORP
+$7.0M
312,533
+0%
增持
ADBE
ADOBE INC
-$6.6M
118,256
+1%
减持
WSO
WATSCO INC
+$6.3M
212,257
-1%
减持
SYK
STRYKER CORPORATION
+$6.1M
516,664
-0%
增持
CSL
CARLISLE COS INC
+$5.8M
118,051
+27%
增持
—
LINDE PLC
+$5.7M
102,275
+2%
减持
MRK
MERCK & CO INC
-$5.6M
337,558
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.0M
959,008
+5%
减持
PAYX
PAYCHEX INC
+$4.5M
378,711
-2%
增持
—
ACCENTURE PLC IRELAND
-$4.4M
122,763
+1%
减持
CTAS
CINTAS CORP
+$4.3M
192,496
-0%
增持
IJR
ISHARES TR
+$4.1M
98,450
+84%
增持
XYL
XYLEM INC
+$4.0M
368,822
+7%
增持
AVGO
BROADCOM INC
-$3.6M
174,158
+23%
减持
VZ
VERIZON COMMUNICATIONS INC
+$3.6M
725,890
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$3.5M
42,427
-9%
减持
BKNG
BOOKING HOLDINGS INC
-$3.4M
8,480
-1%
减持
BALL
BALL CORP
-$3.3M
237,010
-17%
增持
GDX
VANECK ETF TRUST
+$3.3M
242,121
+5%
增持
KMX
CARMAX INC
-$3.1M
873,763
+0%
增持
NEE
NEXTERA ENERGY INC
+$3.0M
599,982
+9%
增持
ORCL
ORACLE CORP
-$3.0M
114,319
+0%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$2.9M
61,033
-0%
减持
—
EXXON MOBIL CORP
+$2.9M
308,300
-2%
减持
COST
COSTCO WHSL CORP NEW
+$2.9M
165,611
-1%
增持
META
META PLATFORMS INC
+$2.7M
119,331
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.7M
241,138
-1%
减持
BAC
BANK AMERICA CORP
-$2.6M
1,011,483
-1%
减持
AXP
AMERICAN EXPRESS CO
-$2.6M
89,654
-0%
减持
KO
COCA COLA CO
+$2.5M
296,014
-1%
减持
GSK
GSK PLC
+$2.5M
519,365
-0%
增持
CSCO
CISCO SYS INC
+$2.5M
653,597
+2%
增持
CHD
CHURCH & DWIGHT CO INC
+$2.4M
449,504
+0%
增持
PG
PROCTER AND GAMBLE CO
+$2.4M
795,617
+0%
减持
PEP
PEPSICO INC
-$2.3M
556,244
-1%
减持
EMR
EMERSON ELEC CO
-$2.2M
120,896
-3%
减持
DOV
DOVER CORP
-$2.0M
161,013
-0%
增持
GE
GE AEROSPACE
+$1.9M
48,376
+4%
减持
OMC
OMNICOM GROUP INC
-$1.9M
272,500
-4%
减持
EW
EDWARDS LIFESCIENCES CORP
-$1.8M
213,247
-9%
增持
CGNX
COGNEX CORP
-$1.8M
330,342
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$1.8M
689,815
-1%
减持
CHEF
CHEFS WHSE INC
-$1.8M
44,565
-47%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.8M
112,292
-23%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.7M
91,769
+1%
增持
LECO
LINCOLN ELEC HLDGS INC
+$1.7M
210,889
+3%
减持
PGR
PROGRESSIVE CORP
+$1.7M
38,992
-0%
减持
CMI
CUMMINS INC
-$1.7M
45,788
-0%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$1.6M
1,064,865
-1%
减持
OTIS
OTIS WORLDWIDE CORP
+$1.5M
263,943
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.4M
60,008
-2%
减持
—
CHECK POINT SOFTWARE TECH LT
+$1.4M
34,286
-0%
增持
EQIX
EQUINIX INC
-$1.4M
19,135
+6%
增持
TIP
ISHARES TR
+$1.4M
40,492
+38%
增持
IDXX
IDEXX LABS INC
+$1.3M
169,846
+0%
减持
BDX
BECTON DICKINSON & CO
-$1.3M
56,311
-10%
减持
IVV
ISHARES TR
-$1.2M
17,258
-7%
减持
AFL
AFLAC INC
+$1.2M
341,424
-4%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$1.2M
7,134
-16%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.2M
53,411
-4%
减持
AMGN
AMGEN INC
+$1.1M
25,125
-2%
增持
RMD
RESMED INC
-$1.1M
329,892
+1%
增持
TSCO
TRACTOR SUPPLY CO
+$1.1M
486,771
+0%
增持
MMM
3M CO
+$1.0M
51,540
+2%
减持
SYY
SYSCO CORP
-$1.0M
71,598
-14%
减持
CAT
CATERPILLAR INC
-$997.8K
20,721
-4%
减持
VOO
VANGUARD INDEX FDS
-$958.9K
5,770
-21%
减持
IWM
ISHARES TR
-$922.1K
28,785
-5%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$861.8K
660,334
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$826.6K
3,562
-33%
减持
IAU
ISHARES GOLD TR
+$804.4K
88,302
-1%
减持
PM
PHILIP MORRIS INTL INC
+$800.5K
21,618
-1%
增持
T
AT&T INC
+$788.2K
137,205
+1%
减持
EXPD
EXPEDITORS INTL WASH INC
+$787.5K
103,697
-2%
清仓
APH
AMPHENOL CORP NEW
-$760.1K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION
-$749.4K
147,219
-0%
减持
PFE
PFIZER INC
-$726.1K
417,057
-2%
减持
DUK
DUKE ENERGY CORP NEW
+$719.8K
61,070
-2%
减持
DIS
DISNEY WALT CO
-$697.1K
39,308
-4%
减持
NVS
NOVARTIS AG
+$695.4K
61,294
-3%
减持
—
ICON PLC
-$674.6K
19,280
-0%
增持
TSLA
TESLA INC
-$658.7K
5,161
+4%
减持
QQQ
INVESCO QQQ TR
-$651.1K
8,791
-6%
增持
WMT
WALMART INC
-$626.0K
520,363
+2%
减持
BP
BP PLC
-$621.1K
12,165
-65%
减持
IGSB
ISHARES TR
-$595.1K
63,826
-16%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$594.0K
4,250
-62%
减持
WAB
WABTEC
-$592.9K
2,933
-51%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$592.0K
141,606
+3%
增持
CRM
SALESFORCE INC
-$584.6K
9,526
+1%
增持
GILD
GILEAD SCIENCES INC
+$570.2K
27,424
+1%
减持
RPM
RPM INTL INC
-$550.7K
67,852
-1%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$531.9K
146,708
-16%
减持
ROL
ROLLINS INC
+$509.1K
68,856
-1%
增持
VRSK
VERISK ANALYTICS INC
+$507.7K
19,229
+2%
减持
HLN
HALEON PLC
+$478.6K
644,201
-0%
减持
STT
STATE STR CORP
-$473.6K
40,453
-3%
减持
IWO
ISHARES TR
-$472.4K
14,603
-0%
清仓
—
BARRICK GOLD CORP
-$468.2K
0
-100%
增持
SHOP
SHOPIFY INC
+$467.5K
143,601
+15%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$454.7K
51,600
-10%
清仓
WEX
WEX INC
-$442.7K
0
-100%
减持
CVS
CVS HEALTH CORP
+$435.2K
33,046
-18%
减持
MRSH
MARSH & MCLENNAN COS INC
-$434.3K
5,720
-34%
建仓
WMB
WILLIAMS COS INC
+$430.8K
7,209
减持
TJX
TJX COS INC NEW
+$428.2K
784,497
-0%
减持
SBUX
STARBUCKS CORP
+$419.8K
110,443
-3%
清仓
IQV
IQVIA HLDGS INC
-$393.2K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$384.9K
12,241
-5%
减持
IJH
ISHARES TR
-$384.3K
65,254
-3%
清仓
LH
LABCORP HOLDINGS INC
-$373.8K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$362.7K
27,572
-3%
建仓
KMI
KINDER MORGAN INC DEL
+$348.1K
12,202
增持
IWD
ISHARES TR
+$347.7K
7,220
+32%
减持
GIS
GENERAL MLS INC
-$343.8K
81,634
-0%
减持
VLTO
VERALTO CORP
-$337.3K
17,110
-13%
减持
FTV
FORTIVE CORP
-$336.5K
75,694
-3%
减持
COF
CAPITAL ONE FINL CORP
-$331.1K
5,119
-27%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$329.4K
5,612
增持
NVO
NOVO-NORDISK A S
-$325.4K
21,546
+2%
