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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 54
减持 89
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$168.9M
3,538,095
-2%
减持
MSFT
MICROSOFT CORP
+$107.2M
898,016
-1%
增持
FISV
FISERV INC
-$40.5M
865,819
+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
AAPL
APPLE INC
-$31.0M
1,735,567
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$27.9M
679,848
-1%
增持
AVGO
BROADCOM INC
+$27.3M
204,891
+18%
减持
GOOG
ALPHABET INC
+$25.0M
1,207,493
-0%
增持
META
META PLATFORMS INC
+$22.8M
124,030
+4%
增持
NOW
SERVICENOW INC
+$19.8M
52,412
+22%
减持
IDXX
IDEXX LABS INC
+$19.3M
169,017
-0%
增持
AMZN
AMAZON COM INC
+$18.8M
547,872
+3%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$18.6M
2,945,844
+1385%
减持
RTX
RTX CORPORATION
+$14.6M
1,155,533
-1%
减持
WSO
WATSCO INC
-$14.2M
212,190
-0%
减持
PEP
PEPSICO INC
-$13.1M
532,789
-4%
减持
CMCSA
COMCAST CORP NEW
-$12.1M
474,658
-40%
增持
RMD
RESMED INC
+$11.7M
331,578
+1%
减持
ANSS
ANSYS INC
+$11.4M
380,883
-2%
减持
SYK
STRYKER CORPORATION
+$11.2M
514,389
-0%
增持
CSL
CARLISLE COS INC
+$10.8M
136,530
+16%
减持
IRM
IRON MTN INC DEL
+$10.6M
668,938
-1%
减持
KMX
CARMAX INC
-$10.4M
858,471
-2%
减持
BKNG
BOOKING HOLDINGS INC
+$10.0M
8,467
-0%
增持
CVX
CHEVRON CORP NEW
-$9.9M
415,588
+0%
减持
PG
PROCTER AND GAMBLE CO
-$9.7M
790,238
-1%
增持
ORCL
ORACLE CORP
+$9.6M
116,838
+2%
减持
ABBV
ABBVIE INC
-$9.4M
349,910
-1%
减持
JNJ
JOHNSON & JOHNSON
-$9.0M
687,142
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$8.7M
91,114
-1%
减持
GOOGL
ALPHABET INC
+$8.6M
430,647
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$8.5M
294,591
-1%
增持
ECL
ECOLAB INC
+$8.2M
474,328
+1%
减持
AMP
AMERIPRISE FINL INC
+$7.5M
175,953
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.8M
974,651
+2%
减持
MCD
MCDONALDS CORP
-$6.8M
310,967
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.6M
121,186
-1%
减持
CHD
CHURCH & DWIGHT CO INC
-$6.4M
448,473
-0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$6.2M
142,889
+1%
增持
LLY
ELI LILLY & CO
-$6.2M
149,445
+1%
减持
—
CHUBB LIMITED
-$5.8M
401,368
-1%
增持
WMT
WALMART INC
+$5.8M
526,490
+1%
增持
BAC
BANK AMERICA CORP
+$5.7M
1,012,075
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$5.4M
169,447
-0%
减持
STZ
CONSTELLATION BRANDS INC
-$5.3M
5,041
-85%
增持
XYL
XYLEM INC
+$5.3M
381,335
+3%
减持
ADBE
ADOBE INC
-$5.2M
103,667
-12%
减持
CSCO
CISCO SYS INC
+$4.9M
652,563
-0%
减持
COST
COSTCO WHSL CORP NEW
+$4.8M
163,058
-2%
增持
LECO
LINCOLN ELEC HLDGS INC
+$4.8M
215,456
+2%
增持
DHR
DANAHER CORPORATION
-$4.3M
694,879
+1%
减持
BDX
BECTON DICKINSON & CO
-$4.3M
49,886
-11%
减持
AXP
AMERICAN EXPRESS CO
+$4.2M
88,793
-1%
增持
ROP
ROPER TECHNOLOGIES INC
-$4.1M
200,529
+0%
减持
PAYX
PAYCHEX INC
-$4.1M
373,828
-1%
减持
MRK
MERCK & CO INC
-$4.0M
331,608
-2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$4.0M
217,244
+5%
增持
IJR
ISHARES TR
+$3.8M
129,280
+31%
增持
NEE
NEXTERA ENERGY INC
+$3.8M
667,412
+11%
减持
—
EXXON MOBIL CORP
-$3.6M
306,896
-0%
减持
OMC
OMNICOM GROUP INC
-$3.6M
264,498
-3%
增持
CTAS
CINTAS CORP
+$3.5M
193,241
+0%
减持
BALL
BALL CORP
-$3.3M
160,551
-32%
增持
SHOP
SHOPIFY INC
+$3.1M
146,116
+2%
减持
AFL
AFLAC INC
-$2.8M
333,302
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.5M
59,159
-1%
减持
GEV
GE VERNOVA INC
+$2.4M
11,313
-3%
减持
GE
GE AEROSPACE
+$2.4M
47,009
-3%
减持
EMR
EMERSON ELEC CO
+$2.4M
117,348
-3%
减持
FTV
FORTIVE CORP
-$2.3M
61,340
-19%
减持
ABT
ABBOTT LABS
+$2.1M
634,135
-0%
增持
MCO
MOODYS CORP
+$1.9M
49,106
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.8M
110,382
+18%
减持
OTIS
OTIS WORLDWIDE CORP
-$1.8M
257,312
-3%
减持
—
ACCENTURE PLC IRELAND
-$1.7M
122,521
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.6M
100,506
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$1.5M
40,816
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.5M
727,059
+0%
减持
PFE
PFIZER INC
-$1.5M
375,829
-10%
增持
TJX
TJX COS INC NEW
+$1.4M
785,017
+0%
减持
V
VISA INC
+$1.4M
732,353
-1%
减持
GDX
VANECK ETF TRUST
+$1.4M
239,936
-1%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.2M
60,334
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
+$1.2M
143,838
-2%
减持
VOO
VANGUARD INDEX FDS
-$1.2M
3,139
-46%
减持
APD
AIR PRODS & CHEMS INC
-$1.2M
34,074
-7%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$1.2M
682,178
+3%
增持
INTU
INTUIT
+$1.1M
4,864
+10%
增持
IVV
ISHARES TR
+$1.1M
17,366
+1%
增持
CGNX
COGNEX CORP
+$1.1M
344,265
+4%
增持
TSCO
TRACTOR SUPPLY CO
-$1.1M
488,188
+0%
减持
SBUX
STARBUCKS CORP
-$1.0M
106,842
-3%
减持
PGR
PROGRESSIVE CORP
-$1.0M
37,483
-4%
减持
DIS
DISNEY WALT CO
+$968.6K
39,096
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$924.0K
185,809
-13%
减持
HD
HOME DEPOT INC
-$903.8K
428,324
-1%
减持
ADI
ANALOG DEVICES INC
+$893.2K
26,813
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$856.7K
113,441
+1%
减持
CAT
CATERPILLAR INC
+$836.1K
19,757
-5%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$832.5K
5,867
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$828.2K
62,199
-40%
增持
TXN
TEXAS INSTRS INC
+$825.7K
27,841
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$816.8K
3,362
-6%
减持
DOV
DOVER CORP
+$764.4K
158,550
-2%
增持
—
LINDE PLC
+$761.8K
103,127
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$751.8K
50,752
-5%
减持
QCOM
QUALCOMM INC
+$742.2K
143,438
-0%
减持
INTC
INTEL CORP
-$730.6K
201,013
-13%
增持
QQQ
INVESCO QQQ TR
+$728.8K
8,794
+0%
增持
AMGN
AMGEN INC
-$726.3K
25,434
+1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$693.6K
103,072
-1%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$690.0K
4,146
-42%
增持
EQIX
EQUINIX INC
+$681.5K
20,470
+7%
减持
CVS
CVS HEALTH CORP
-$670.7K
22,734
-31%
减持
GIS
GENERAL MLS INC
-$669.0K
81,296
-0%
减持
—
ICON PLC
-$648.1K
18,740
-3%
增持
NVS
NOVARTIS AG
+$646.5K
61,809
+1%
清仓
QQQE
DIREXION SHS ETF TR
-$608.1K
0
-100%
建仓
—
ASML HOLDING N V
+$601.0K
750
减持
PANW
PALO ALTO NETWORKS INC
+$600.5K
18,599
-1%
增持
IWB
ISHARES TR
+$567.2K
9,045
+11%
增持
COF
CAPITAL ONE FINL CORP
+$565.5K
6,972
+36%
增持
IWF
ISHARES TR
+$546.1K
5,615
+10%
减持
STT
STATE STR CORP
+$541.8K
39,153
-3%
增持
PM
PHILIP MORRIS INTL INC
+$521.9K
21,706
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$505.7K
1,819
+27%
增持
DE
DEERE & CO
+$504.8K
6,386
+9%
减持
RPM
RPM INTL INC
-$500.7K
66,901
-1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$498.3K
51,137
-1%
减持
KO
COCA COLA CO
-$461.5K
293,130
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$453.4K
237,424
-2%
减持
SHW
SHERWIN WILLIAMS CO
-$431.1K
27,589
-3%
减持
CMI
CUMMINS INC
+$423.4K
45,115
-1%
增持
TIP
ISHARES TR
+$396.5K
44,482
+10%
增持
HON
HONEYWELL INTL INC
+$390.4K
11,040
+7%
减持
ISRG
INTUITIVE SURGICAL INC
+$386.3K
9,434
-1%
减持
CPRT
COPART INC
-$384.7K
32,456
-7%
增持
MMM
3M CO
+$368.8K
52,141
+1%
增持
WM
WASTE MGMT INC DEL
+$363.8K
8,134
+26%
清仓
—
DISCOVER FINL SVCS
-$349.6K
0
-100%
建仓
ADSK
AUTODESK INC
+$348.3K
1,125
建仓
ZTS
ZOETIS INC
+$342.6K
2,197
增持
AOS
SMITH A O CORP
+$338.6K
596,244
+1%
增持
TSLA
TESLA INC
+$333.4K
5,260
+2%
减持
VEEV
VEEVA SYS INC
+$333.2K
6,147
-1%
减持
IWO
ISHARES TR
+$332.9K
14,218
-3%
减持
WFC
WELLS FARGO CO NEW
+$329.7K
45,506
-1%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$329.4K
0
-100%
减持
—
EATON CORP PLC
+$319.0K
3,756
-0%
减持
CHEF
CHEFS WHSE INC
+$317.1K
43,005
-4%
增持
IJH
ISHARES TR
+$317.0K
66,504
+2%
