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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 4增持 29减持 110清仓 7

方向

标的

Δ市值

现股数(环比)

减持

GOOG ALPHABET INC

+$79.4M

1,186,866 -1%

减持

FISV FISERV INC

-$75.0M

557,384 -36%

减持

LLY ELI LILLY & CO

+$52.0M

167,818 -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

ORLY OREILLY AUTOMOTIVE INC

-$49.3M

2,869,787 -1%

减持

MSFT MICROSOFT CORP

-$34.3M

887,460 -1%

减持

GOOGL ALPHABET INC

+$27.5M

421,125 -2%

增持

HD HOME DEPOT INC

-$25.8M

428,480 +0%

减持

AAPL APPLE INC

+$24.2M

1,702,197 -1%

减持

NVDA NVIDIA CORPORATION

-$23.6M

3,337,312 -4%

减持

KMX CARMAX INC

-$19.5M

446,573 -45%

减持

DHR DANAHER CORPORATION

+$18.4M

618,995 -0%

减持

WSO WATSCO INC

-$15.2M

210,718 -1%

增持

NOW SERVICENOW INC

-$15.1M

226,177 +318%

减持

RTX RTX CORPORATION

+$15.0M

1,123,240 -2%

增持

AJG GALLAGHER ARTHUR J & CO

-$14.5M

294,278 +1%

减持

JNJ JOHNSON & JOHNSON

+$13.4M

670,094 -1%

增持

PANW PALO ALTO NETWORKS INC

+$13.1M

234,423 +59%

减持

ROP ROPER TECHNOLOGIES INC

-$13.0M

194,463 -3%

减持

IRM IRON MTN INC DEL

-$12.7M

656,364 -0%

减持

VRTX VERTEX PHARMACEUTICALS INC

+$12.6M

218,198 -1%

增持

UBER UBER TECHNOLOGIES INC

+$12.2M

254,751 +188%

增持

SPY SPDR S&P 500 ETF TR

+$11.4M

56,158 +39%

减持

RMD RESMED INC

-$11.2M

328,371 -0%

减持

PG PROCTER AND GAMBLE CO

-$11.0M

768,228 -2%

减持

— CHUBB LIMITED

+$10.5M

393,955 -1%

减持

ORCL ORACLE CORP

-$10.4M

112,655 -2%

增持

COST COSTCO WHSL CORP NEW

-$9.9M

162,345 +0%

减持

SYK STRYKER CORPORATION

-$9.7M

512,479 -0%

增持

AVGO BROADCOM INC

+$9.6M

229,576 +8%

减持

MTD METTLER TOLEDO INTERNATIONAL

+$9.4M

59,348 -1%

增持

AMZN AMAZON COM INC

+$9.2M

563,166 +2%

减持

ADP AUTOMATIC DATA PROCESSING IN

-$8.8M

226,508 -1%

减持

TMO THERMO FISHER SCIENTIFIC INC

+$8.1M

89,084 -1%

增持

SNPS SYNOPSYS INC

+$7.8M

35,556 +97%

减持

ADBE ADOBE INC

-$7.2M

75,055 -21%

增持

META META PLATFORMS INC

-$6.8M

130,031 +3%

减持

TJX TJX COS INC NEW

+$6.7M

777,967 -0%

减持

MRK MERCK & CO INC

+$6.5M

322,229 -1%

减持

V VISA INC

+$6.3M

725,722 -0%

减持

IDXX IDEXX LABS INC

+$5.9M

168,282 -0%

减持

PAYX PAYCHEX INC

-$5.8M

368,473 -1%

减持

ECL ECOLAB INC

-$5.7M

472,164 -0%

增持

ABT ABBOTT LABS

-$5.5M

631,911 +0%

减持

CSCO CISCO SYS INC

+$5.2M

642,476 -1%

增持

WMT WALMART INC

+$5.1M

535,229 +1%

减持

CHD CHURCH & DWIGHT CO INC

-$4.7M

407,322 -8%

增持

— LINDE PLC

-$4.7M

104,570 +1%

减持

AOS SMITH A O CORP

-$4.5M

585,817 -2%

减持

CSL CARLISLE COS INC

-$4.2M

131,526 -7%

减持

CMCSA COMCAST CORP NEW

-$4.2M

254,480 -32%

减持

— ACCENTURE PLC IRELAND

-$3.9M

88,054 -21%

减持

VZ VERIZON COMMUNICATIONS INC

-$3.8M

664,664 -5%

减持

CTAS CINTAS CORP

-$3.7M

190,507 -1%

减持

CMI CUMMINS INC

+$3.6M

44,370 -2%

增持

NEE NEXTERA ENERGY INC

+$3.5M

676,027 +0%

减持

CGNX COGNEX CORP

-$3.5M

330,638 -3%

增持

XYL XYLEM INC

-$3.3M

401,832 +2%

减持

AXP AMERICAN EXPRESS CO

+$3.1M

87,246 -1%

增持

TSCO TRACTOR SUPPLY CO

-$3.1M

487,847 +1%

增持

MDB MONGODB INC

+$2.9M

23,581 +4%

减持

JPM JPMORGAN CHASE & CO.

+$2.8M

665,957 -1%

减持

EXPD EXPEDITORS INTL WASH INC

+$2.6M

102,259 -1%

减持

BAC BANK AMERICA CORP

+$2.6M

989,978 -2%

减持

CVX CHEVRON CORP NEW

-$2.3M

407,695 -2%

增持

BSV VANGUARD BD INDEX FDS

+$2.3M

58,991 +101%

增持

SHOP SHOPIFY INC

+$2.2M

152,934 +2%

减持

DOV DOVER CORP

+$2.2M

144,182 -7%

减持

LHX L3HARRIS TECHNOLOGIES INC

-$2.2M

140,884 -1%

减持

PFF ISHARES TR

-$2.0M

594,427 -8%

减持

— EXXON MOBIL CORP

+$1.9M

289,014 -1%

减持

CAT CATERPILLAR INC

+$1.8M

19,405 -0%

增持

MCO MOODYS CORP

+$1.8M

50,215 +0%

减持

ABBV ABBVIE INC

-$1.6M

345,947 -1%

减持

BALL BALL CORP

-$1.6M

78,090 -32%

减持

VEA VANGUARD TAX-MANAGED FDS

+$1.6M

967,383 -2%

减持

OTIS OTIS WORLDWIDE CORP

-$1.5M

246,580 -2%

减持

VRSK VERISK ANALYTICS INC

-$1.3M

16,299 -18%

减持

EW EDWARDS LIFESCIENCES CORP

+$1.3M

181,671 -1%

减持

SYY SYSCO CORP

-$1.2M

57,287 -13%

减持

OMC OMNICOM GROUP INC

-$1.2M

252,500 -4%

减持

RPM RPM INTL INC

-$1.1M

65,018 -3%

减持

ISRG INTUITIVE SURGICAL INC

+$1.1M

9,311 -1%

减持

AMGN AMGEN INC

+$1.1M

24,931 -1%

减持

AFL AFLAC INC

-$1.1M

321,248 -2%

减持

CARR CARRIER GLOBAL CORPORATION

-$1.0M

141,846 -1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$1.0M

118,631 -2%

减持

APD AIR PRODS & CHEMS INC

-$973.6K

33,512 -1%

减持

EMLP FIRST TR EXCHANGE-TRADED FD

-$953.4K

1,040,699 -1%

减持

BKNG BOOKING HOLDINGS INC

-$932.6K

10,655 -1%

减持

MZTI MARZETTI COMPANY

-$919.6K

72,543 -2%

减持

BDX BECTON DICKINSON & CO

-$917.2K

41,191 -13%

清仓

EPD ENTERPRISE PRODS PARTNERS L

-$911.0K

0 -100%

清仓

— UNILEVER PLC

-$897.3K

0 -100%

增持

FTSL FIRST TR EXCHANGE-TRADED FD

+$887.5K

696,962 +3%

增持

IVV ISHARES TR

+$882.5K

18,340 +5%

建仓

UL UNILEVER PLC

+$877.1K

13,412

增持

CHEF CHEFS WHSE INC

+$842.4K

53,105 +26%

减持

GDX VANECK ETF TRUST

+$785.9K

214,275 -7%

减持

AWK AMERICAN WTR WKS CO INC NEW

-$768.1K

49,698 -5%

减持

PGR PROGRESSIVE CORP

-$727.4K

36,413 -0%

增持

— CHECK POINT SOFTWARE TECH LT

-$705.1K

33,995 +0%

增持

MKC MCCORMICK & CO INC

+$686.4K

17,173 +138%

减持

BMY BRISTOL-MYERS SQUIBB CO

+$674.4K

94,006 -4%

减持

KO COCA COLA CO

+$672.8K

283,587 -2%

减持

SBUX STARBUCKS CORP

-$667.0K

90,656 -8%

减持

AMP AMERIPRISE FINL INC

-$652.5K

173,878 -1%

减持

SHW SHERWIN WILLIAMS CO

-$626.5K

27,013 -0%

减持

IBM INTERNATIONAL BUSINESS MACHS

+$615.8K

53,911 -1%

减持

KMB KIMBERLY-CLARK CORP

-$594.9K

16,852 -9%

减持

NVS NOVARTIS AG

+$580.9K

61,088 -0%

减持

— DUPONT DE NEMOURS INC

-$573.0K

7,487 -33%

减持

VEEV VEEVA SYS INC

-$568.3K

6,213 -5%

减持

ADI ANALOG DEVICES INC

+$519.1K

26,407 -2%

减持

UPS UNITED PARCEL SERVICE INC

+$515.9K

41,850 -4%

减持

QCOM QUALCOMM INC

+$504.1K

140,036 -1%

减持

TD TORONTO DOMINION BK ONT

+$503.3K

43,734 -3%

减持

STT STATE STR CORP

+$486.5K

38,979 -0%

减持

T AT&T INC

-$479.3K

132,855 -1%

减持

GIS GENERAL MLS INC

-$462.1K

77,862 -4%

减持

PFE PFIZER INC

-$459.9K

355,663 -3%

增持

WFC WELLS FARGO CO NEW

+$446.3K

44,718 +1%

减持

DUK DUKE ENERGY CORP NEW

-$423.6K

63,205 -0%

减持

DIS DISNEY WALT CO

-$408.5K

34,427 -9%

建仓

LSEQ HARBOR ETF TRUST

+$386.6K

14,016

清仓

STZ CONSTELLATION BRANDS INC

-$377.9K

0 -100%

减持

ITW ILLINOIS TOOL WKS INC

-$374.6K

22,120 -1%

减持

EMR EMERSON ELEC CO

-$360.9K

113,174 -3%

减持

INTC INTEL CORP

+$349.6K

142,861 -3%

减持

PM PHILIP MORRIS INTL INC

-$346.0K

19,272 -9%

减持

AMAT APPLIED MATLS INC

+$345.6K

6,736 -0%

清仓

TELFY TELEFONICA S A

-$344.0K

0 -100%

增持

QQQ INVESCO QQQ TR

+$339.7K

9,813 +4%

减持

CL COLGATE PALMOLIVE CO

-$336.2K

47,779 -7%

减持

PEP PEPSICO INC

-$314.7K

429,173 -3%

减持

TXN TEXAS INSTRS INC

-$312.2K

27,603 -1%

减持

MO ALTRIA GROUP INC

-$309.7K

19,815 -10%

建仓

Q QNITY ELECTRONICS INC

+$305.5K

3,741

减持

ZBH ZIMMER BIOMET HOLDINGS INC

-$298.7K

6,804 -26%

减持

GILD GILEAD SCIENCES INC

+$297.8K

26,775 -1%

清仓

LNN LINDSAY CORP

-$295.2K

0 -100%

减持

— MEDTRONIC PLC

-$293.9K

41,075 -8%

增持

IJH ISHARES TR

+$292.6K

68,865 +6%

减持

AMD ADVANCED MICRO DEVICES INC

+$292.4K

5,609 -0%

清仓

DOW DOW INC

-$289.1K

0 -100%

减持

MDLZ MONDELEZ INTL INC

-$287.9K

14,803 -15%

减持

FTV FORTIVE CORP

+$282.0K

57,795 -3%

清仓

ZTS ZOETIS INC

-$281.2K

0 -100%

减持

BSX BOSTON SCIENTIFIC CORP

-$274.5K

111,739 -0%

减持

PH PARKER-HANNIFIN CORP

+$267.8K

2,505 -2%

建仓

GRAL GRAIL INC

+$266.0K

3,108