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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 3
增持 35
减持 110
清仓 2
方向
标的
Δ市值
现股数(环比)
清仓
ANSS
ANSYS INC
-$133.8M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$87.0M
3,462,148
-2%
减持
AAPL
APPLE INC
+$82.5M
1,722,290
-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
GOOG
ALPHABET INC
+$78.9M
1,203,288
-0%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$45.5M
2,884,906
-2%
增持
FISV
FISERV INC
-$36.8M
872,375
+1%
减持
GOOGL
ALPHABET INC
+$28.4M
429,151
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$26.2M
147,526
+693%
减持
RTX
RTX CORPORATION
+$22.3M
1,141,516
-1%
减持
KMX
CARMAX INC
-$21.0M
818,220
-5%
减持
JNJ
JOHNSON & JOHNSON
+$20.4M
675,855
-2%
减持
IDXX
IDEXX LABS INC
+$17.3M
168,926
-0%
减持
MSFT
MICROSOFT CORP
+$16.8M
894,788
-0%
减持
HD
HOME DEPOT INC
+$16.2M
427,477
-0%
减持
TJX
TJX COS INC NEW
+$15.9M
780,740
-1%
减持
ABBV
ABBVIE INC
+$15.7M
348,371
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$14.6M
671,288
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$14.1M
199,734
-0%
减持
DHR
DANAHER CORPORATION
-$13.9M
622,089
-10%
减持
SYK
STRYKER CORPORATION
-$13.6M
513,622
-0%
增持
AVGO
BROADCOM INC
+$13.4M
211,870
+3%
增持
LLY
ELI LILLY & CO
+$11.8M
168,196
+13%
减持
V
VISA INC
-$11.8M
727,217
-1%
减持
COST
COSTCO WHSL CORP NEW
-$11.5M
161,993
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$10.4M
220,346
+1%
减持
—
ACCENTURE PLC IRELAND
-$9.1M
111,598
-9%
增持
BKNG
BOOKING HOLDINGS INC
+$9.0M
10,741
+27%
建仓
SNPS
SYNOPSYS INC
+$8.9M
18,075
增持
XYL
XYLEM INC
+$8.7M
393,371
+3%
建仓
UBER
UBER TECHNOLOGIES INC
+$8.7M
88,380
减持
PEP
PEPSICO INC
-$8.4M
440,826
-17%
减持
AMP
AMERIPRISE FINL INC
-$8.0M
174,884
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$7.7M
142,474
-0%
增持
WSO
WATSCO INC
-$7.5M
213,231
+0%
减持
PAYX
PAYCHEX INC
-$7.3M
371,545
-1%
减持
ORCL
ORACLE CORP
+$6.8M
114,895
-2%
减持
ADBE
ADOBE INC
-$6.6M
94,978
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$6.6M
89,726
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$6.1M
228,549
-4%
减持
LECO
LINCOLN ELEC HLDGS INC
+$6.1M
215,364
-0%
增持
SHOP
SHOPIFY INC
+$5.5M
150,548
+3%
减持
CMCSA
COMCAST CORP NEW
-$5.1M
375,868
-21%
减持
GDX
VANECK ETF TRUST
+$5.1M
230,269
-4%
减持
CVX
CHEVRON CORP NEW
+$5.0M
415,208
-0%
减持
PG
PROCTER AND GAMBLE CO
-$4.8M
787,875
-0%
减持
RMD
RESMED INC
+$4.7M
329,836
-1%
增持
CSL
CARLISLE COS INC
-$4.7M
140,717
+3%
减持
AOS
SMITH A O CORP
+$4.6M
595,309
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$4.5M
168,530
-1%
增持
NEE
NEXTERA ENERGY INC
+$4.5M
672,709
+1%
减持
CGNX
COGNEX CORP
+$4.4M
339,117
-1%
减持
CMI
CUMMINS INC
+$4.3M
45,085
-0%
减持
CHD
CHURCH & DWIGHT CO INC
-$4.2M
443,675
-1%
增持
NOW
SERVICENOW INC
-$4.1M
54,046
+3%
减持
BAC
BANK AMERICA CORP
+$4.0M
1,005,865
-1%
减持
—
CHUBB LIMITED
-$3.8M
398,440
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$3.6M
292,770
-1%
减持
CTAS
CINTAS CORP
-$3.6M
192,368
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.3M
982,158
+1%
减持
BALL
BALL CORP
-$3.3M
114,001
-29%
增持
WMT
WALMART INC
+$3.1M
529,371
+1%
减持
DOV
DOVER CORP
-$3.1M
155,797
-2%
增持
EQIX
EQUINIX INC
+$2.8M
24,414
+19%
减持
MCD
MCDONALDS CORP
+$2.6M
307,613
-1%
减持
OMC
OMNICOM GROUP INC
+$2.5M
264,351
-0%
减持
OTIS
OTIS WORLDWIDE CORP
-$2.4M
251,938
-2%
减持
GSK
GSK PLC
+$2.4M
518,597
-0%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$2.4M
59,721
-1%
增持
IJR
ISHARES TR
+$2.2M
137,641
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.1M
54,413
-8%
减持
CARR
CARRIER GLOBAL CORPORATION
-$2.0M
143,107
-1%
减持
ECL
ECOLAB INC
+$1.9M
473,582
-0%
减持
GE
GE AEROSPACE
+$1.8M
46,292
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
120,658
-0%
减持
TSCO
TRACTOR SUPPLY CO
+$1.7M
483,759
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$1.6M
40,312
-1%
减持
ABT
ABBOTT LABS
-$1.6M
631,865
-0%
减持
MDB
MONGODB INC
+$1.6M
22,683
-12%
减持
CAT
CATERPILLAR INC
+$1.6M
19,444
-2%
减持
KO
COCA COLA CO
-$1.6M
288,794
-1%
增持
SPGI
S&P GLOBAL INC
+$1.6M
4,434
+297%
减持
SBUX
STARBUCKS CORP
-$1.5M
98,122
-8%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.5M
43,520
-14%
减持
IRM
IRON MTN INC DEL
-$1.4M
658,992
-1%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
5,154
+64%
减持
AFL
AFLAC INC
+$1.3M
326,635
-2%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.3M
111,941
-1%
减持
MRK
MERCK & CO INC
+$1.2M
326,753
-1%
增持
META
META PLATFORMS INC
+$1.1M
126,162
+2%
减持
CSCO
CISCO SYS INC
-$987.2K
647,290
-1%
减持
PGR
PROGRESSIVE CORP
-$983.4K
36,523
-3%
增持
VRSK
VERISK ANALYTICS INC
-$971.6K
19,841
+4%
减持
GEV
GE VERNOVA INC
+$940.6K
11,265
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$929.7K
9,384
-1%
增持
—
LINDE PLC
+$899.9K
103,758
+1%
增持
IVV
ISHARES TR
+$896.7K
17,450
+0%
减持
EXPD
EXPEDITORS INTL WASH INC
+$855.4K
103,038
-0%
建仓
RAL
RALLIANT CORP
+$854.3K
19,535
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$847.9K
21,659
-65%
增持
QQQ
INVESCO QQQ TR
+$837.4K
9,475
+8%
减持
AXP
AMERICAN EXPRESS CO
+$826.8K
87,759
-1%
减持
IT
GARTNER INC
-$817.0K
2,600
-30%
减持
VLO
VALERO ENERGY CORP
+$816.6K
23,347
-1%
增持
MCO
MOODYS CORP
-$787.6K
50,041
+2%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$731.6K
3,975
-42%
增持
IWM
ISHARES TR
+$727.4K
27,754
+0%
减持
CL
COLGATE PALMOLIVE CO
-$681.4K
51,435
-2%
减持
TXN
TEXAS INSTRS INC
-$679.3K
27,764
-0%
减持
QCOM
QUALCOMM INC
+$605.2K
140,954
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$599.9K
702,159
-3%
增持
AMZN
AMAZON COM INC
+$593.0K
550,124
+0%
减持
—
ICON PLC
+$552.9K
18,735
-0%
减持
—
CHECK POINT SOFTWARE TECH LT
-$550.4K
33,895
-1%
减持
DIS
DISNEY WALT CO
-$523.1K
37,775
-3%
减持
INTU
INTUIT
-$518.2K
4,851
-0%
减持
RPM
RPM INTL INC
+$517.6K
66,729
-0%
减持
PM
PHILIP MORRIS INTL INC
-$516.1K
21,191
-2%
减持
TSLA
TESLA INC
+$510.0K
4,904
-7%
增持
DUK
DUKE ENERGY CORP NEW
+$507.1K
63,288
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$487.7K
110,797
+0%
增持
FAST
FASTENAL CO
+$478.5K
66,184
+0%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$470.4K
1,054,183
-1%
增持
OEF
ISHARES TR
+$461.3K
14,536
+1%
减持
STZ
CONSTELLATION BRANDS INC
-$442.2K
2,806
-44%
减持
CI
THE CIGNA GROUP
-$426.2K
8,742
-2%
减持
INTC
INTEL CORP
+$419.3K
146,706
-27%
减持
IWO
ISHARES TR
+$411.4K
13,985
-2%
减持
LOW
LOWES COS INC
+$397.5K
14,293
-1%
减持
CRM
SALESFORCE INC
-$396.8K
8,972
-3%
减持
NVO
NOVO-NORDISK A S
-$395.0K
21,546
-7%
清仓
—
HESS CORP
-$367.1K
0
-100%
减持
NVS
NOVARTIS AG
+$361.8K
61,146
-1%
减持
APD
AIR PRODS & CHEMS INC
-$359.2K
33,924
-0%
减持
MZTI
MARZETTI COMPANY
-$358.1K
74,351
-3%
增持
ITW
ILLINOIS TOOL WKS INC
+$336.3K
22,330
+1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$329.5K
182,624
-2%
减持
BDX
BECTON DICKINSON & CO
+$318.3K
47,610
-5%
增持
DE
DEERE & CO
-$298.3K
6,449
+1%
减持
FTV
FORTIVE CORP
-$288.8K
59,376
-3%
减持
CVS
CVS HEALTH CORP
-$284.3K
17,030
-25%
增持
AGG
ISHARES TR
+$280.9K
17,821
+17%
减持
CHEF
CHEFS WHSE INC
-$276.5K
42,305
-2%
减持
HON
HONEYWELL INTL INC
-$270.0K
10,931
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$270.0K
8,005
-2%
减持
SYY
SYSCO CORP
+$267.2K
66,110
-3%
减持
EMR
EMERSON ELEC CO
-$264.6K
117,254
-0%
增持
ADI
ANALOG DEVICES INC
+$260.5K
27,035
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$256.2K
97,478
-3%
增持
TIP
ISHARES TR
+$253.4K
46,288
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$252.5K
54,135
-0%
