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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 1
增持 36
减持 110
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$102.9M
881,583
-1%
减持
NVDA
NVIDIA CORPORATION
-$82.4M
3,096,403
-7%
减持
V
VISA INC
-$37.0M
719,551
-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
-$36.4M
1,679,909
-1%
减持
GOOG
ALPHABET INC
-$36.1M
1,172,363
-1%
增持
LLY
ELI LILLY & CO
-$25.6M
168,235
+0%
减持
DHR
DANAHER CORP DEL
-$25.5M
612,657
-1%
减持
ADBE
ADOBE INC
-$23.3M
12,033
-84%
减持
ROP
ROPER TECHNOLOGIES INC
-$22.8M
180,120
-7%
减持
JPM
JPMORGAN CHASE & CO
-$22.5M
652,907
-2%
减持
JNJ
JOHNSON & JOHNSON
+$22.1M
657,528
-2%
减持
COST
COSTCO WHOLESALE CORPORATION
+$20.8M
161,366
-1%
减持
CVX
CHEVRON CORPORATION
+$20.7M
400,536
-2%
减持
IDXX
IDEXX LABS INC
-$19.3M
168,181
-0%
减持
ABT
ABBOTT LABORATORIES
-$14.5M
629,836
-0%
减持
GOOGL
ALPHABET INC
-$14.1M
409,445
-3%
减持
—
EXXON MOBIL CORP
+$13.6M
284,982
-1%
减持
SYK
STRYKER CORPORATION
-$12.9M
509,055
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$12.8M
223,960
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$12.6M
293,288
-0%
减持
IRM
IRON MTN INC DEL
+$12.2M
652,068
-1%
增持
AMZN
AMAZON COM INC
-$11.7M
567,966
+1%
增持
BKNG
BOOKING HOLDINGS INC
-$11.3M
10,870
+2%
增持
NFLX
NETFLIX INC.
+$11.1M
118,448
+3464%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$10.7M
0
-100%
增持
META
META PLATFORMS INC
-$9.2M
133,969
+3%
减持
FISV
FISERV INC
-$9.2M
506,394
-9%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$8.6M
45,628
-19%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$8.6M
58,807
-1%
减持
NEE
NEXTERA ENERGY INC
+$8.5M
675,388
-0%
减持
AMP
AMERIPRISE FINL INC
-$8.2M
173,461
-0%
减持
PAYX
PAYCHEX INC
-$8.0M
362,116
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$7.9M
88,934
-0%
增持
—
LINDE PLC
+$7.6M
105,270
+1%
减持
AXP
AMERICAN EXPRESS CO
-$7.5M
81,764
-6%
减持
—
ACCENTURE PLC IRELAND
-$6.9M
84,177
-4%
减持
BAC
BANK AMERICA CORP
-$6.8M
976,595
-1%
增持
HD
HOME DEPOT INC
-$6.4M
428,694
+0%
增持
SHOP
SHOPIFY INC
-$6.4M
153,531
+0%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$6.3M
138,096
-2%
减持
QCOM
QUALCOMM INC
-$6.1M
138,251
-1%
增持
EQIX
EQUINIX INC
+$6.0M
25,794
+2%
减持
RMD
RESMED INC
-$5.8M
326,407
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$5.7M
652,264
-2%
减持
WMT
WALMART INC
+$5.4M
523,098
-2%
减持
WSO
WATSCO INC
+$5.3M
209,805
-0%
增持
XYL
XYLEM INC
-$5.3M
413,855
+3%
增持
ORCL
ORACLE CORP
-$5.2M
113,935
+1%
减持
RTX
RTX CORPORATION
+$5.1M
1,094,594
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$5.0M
300,564
+28%
增持
NOW
SERVICENOW INC
-$4.9M
284,864
+26%
增持
CSL
CARLISLE COS INC
+$4.8M
140,466
+7%
增持
AVGO
BROADCOM INC
-$4.7M
241,441
+5%
减持
UBER
UBER TECHNOLOGIES INC
-$4.7M
224,048
-12%
减持
ABBV
ABBVIE INC
-$4.3M
343,615
-1%
减持
MRK
MERCK & CO INC
+$4.3M
317,368
-2%
增持
MDB
MONGODB INC
-$4.1M
23,585
+0%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$4.1M
996,003
-4%
减持
CGNX
COGNEX CORP
+$3.9M
322,893
-2%
减持
TJX
TJX COS INC NEW
+$3.8M
771,975
-1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$3.7M
631,873
-9%
减持
CTAS
CINTAS CORP
-$3.6M
190,419
-0%
增持
MCO
MOODYS CORP
-$3.5M
50,795
+1%
减持
SNPS
SYNOPSYS INC
-$3.4M
33,491
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.3M
117,536
-1%
减持
—
CHUBB LTD SWITZ
+$3.1M
386,756
-2%
减持
CMCSA
COMCAST CORP NEW
-$3.1M
157,713
-38%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.0M
53,445
-1%
减持
PEP
PEPSICO INC
+$3.0M
415,977
-3%
减持
TSCO
TRACTOR SUPPLY CO
-$2.7M
477,916
-2%
减持
OTIS
OTIS WORLDWIDE CORP
-$2.6M
245,678
-0%
增持
GEV
GE VERNOVA INC
+$2.5M
11,124
+1%
减持
—
ICON PLC
-$2.5M
8,605
-54%
减持
OMC
OMNICOM GROUP INC
-$2.4M
238,369
-6%
减持
CAT
CATERPILLAR INC
+$2.4M
19,031
-2%
减持
BDX
BECTON DICKINSON & CO
-$2.0M
37,926
-8%
增持
VLO
VALERO ENERGY CORP
+$2.0M
23,320
+0%
减持
MZTI
MARZETTI COMPANY
-$1.9M
72,423
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
970,411
+0%
减持
DOV
DOVER CORP
+$1.8M
143,443
-1%
减持
MA
MASTERCARD INCORPORATED
-$1.6M
12,353
-10%
减持
KO
COCA COLA CO
+$1.6M
281,117
-1%
减持
IVV
ISHARES TR
-$1.4M
17,064
-7%
减持
APD
AIR PRODUCTS AND CHEMICALS I
+$1.4M
33,262
-1%
减持
LECO
LINCOLN ELEC HLDGS INC
+$1.3M
209,888
-1%
减持
CHD
CHURCH & DWIGHT CO INC
+$1.2M
378,902
-7%
减持
ECL
ECOLAB INC
+$1.2M
470,443
-0%
减持
GDX
VANECK ETF TRUST
-$1.2M
187,249
-13%
减持
INTU
INTUIT
-$1.1M
4,765
-2%
减持
ADI
ANALOG DEVICES INC
+$1.1M
26,057
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$1.1M
179,504
-1%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$1.1M
29,295
减持
PGR
PROGRESSIVE CORP
-$1.1M
36,257
-0%
减持
CRM
SALESFORCE INC
-$1.1M
6,965
-22%
减持
INTC
INTEL CORP
+$1.0M
142,291
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$994.0K
9,283
-0%
减持
GIS
GENERAL MILLS INC
-$991.0K
70,651
-9%
减持
COP
CONOCOPHILLIPS
+$974.5K
26,709
-2%
增持
IJR
ISHARES TR
+$963.8K
141,144
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$958.8K
7,450
+2%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
-$958.7K
161,554
-3%
增持
GE
GE AEROSPACE
-$957.0K
45,782
+1%
减持
AOS
SMITH A O CORP
-$948.6K
579,780
-1%
增持
IEFA
ISHARES TR
+$902.0K
24,092
+69%
减持
PFE
PFIZER INC
+$876.1K
346,584
-3%
减持
EXPD
EXPEDITORS INTL WASH INC
-$863.5K
100,357
-2%
增持
WAT
WATERS CORP
+$843.8K
7,601
+103%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$831.1K
219,669
+1%
减持
MMM
3M CO
-$830.7K
50,609
-1%
减持
MCD
MCDONALDS CORP
+$829.9K
303,989
-1%
增持
AGG
ISHARES TR
+$798.7K
28,450
+40%
增持
IJH
ISHARES TR
+$769.9K
78,706
+14%
增持
TXN
TEXAS INSTRS INC
+$766.1K
28,613
+4%
减持
EOG
EOG RES INC
+$755.3K
24,269
-7%
减持
DUK
DUKE ENERGY CORP NEW
+$703.1K
61,947
-2%
减持
VRSK
VERISK ANALYTICS INC
-$687.1K
15,593
-4%
减持
OEF
ISHARES TR
-$679.6K
13,187
-7%
减持
WM
WASTE MGMT INC DEL
-$674.9K
4,979
-40%
减持
PFF
ISHARES TR
-$674.1K
584,741
-2%
减持
—
MEDTRONIC PLC
-$673.5K
37,763
-8%
减持
WFC
WELLS FARGO & CO
-$673.1K
43,897
-2%
减持
BX
BLACKSTONE INC
-$650.1K
14,227
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$650.1K
94,324
+0%
减持
AFL
AFLAC INC
-$644.7K
317,011
-1%
减持
VLTO
VERALTO CORP
-$629.8K
8,378
-39%
减持
DIS
DISNEY WALT CO
-$627.5K
34,128
-1%
减持
RPM
RPM INTL INC
-$626.3K
61,726
-5%
减持
AMGN
AMGEN INC
+$581.9K
24,846
-0%
减持
DE
DEERE & CO
+$570.7K
6,287
-1%
增持
T
AT&T INC
+$563.9K
133,287
+0%
减持
EMR
EMERSON ELEC CO
-$545.9K
110,476
-2%
减持
IWM
ISHARES TR
-$511.4K
25,603
-8%
增持
CHEF
CHEFS WHSE INC
+$509.9K
64,255
+21%
减持
KMX
CARMAX INC
+$492.2K
426,833
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$478.0K
1,969
-36%
增持
FAST
FASTENAL CO
+$464.9K
67,259
+2%
减持
CARR
CARRIER GLOBAL CORPORATION
+$455.8K
141,199
-0%
减持
SPGI
S&P GLOBAL INC
-$452.0K
4,379
-1%
增持
GLD
SPDR GOLD TR
+$445.6K
3,432
+32%
减持
GILD
GILEAD SCIENCES INC
+$430.6K
26,670
-0%
减持
COF
CAPITAL ONE FINL CORP
-$426.3K
4,942
-10%
增持
EEM
ISHARES TR
+$424.7K
22,345
+45%
减持
VEEV
VEEVA SYS INC
-$404.1K
5,595
-10%
清仓
LSEQ
HARBOR ETF TRUST
-$386.6K
0
-100%
减持
CMI
CUMMINS INC
+$384.5K
42,811
-4%
减持
TSLA
TESLA INC
-$383.3K
4,881
-0%
减持
NVS
NOVARTIS AG
+$380.2K
57,626
-6%
减持
RAL
RALLIANT CORP
-$378.4K
14,436
-25%
清仓
ADSK
AUTODESK INC
-$343.1K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$336.9K
2,987
+0%
