Welch & Forbes LLC
Boston MA · SEC CIK 0000105495
$77.35亿2026Q1 申报市值
368持仓数
36.7%前十大占比 · 第一大 7.0%
7 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NFLX 加仓+$1,106.93万
PANW 加仓+$1,060.37万
NOW 加仓+$613.58万
AVGO 加仓+$367.23万
CSL 加仓+$298.26万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$4,201.45万
ADBE 减仓-$1,531.94万
BSX 清仓-$1,065.43万
SPY 减仓-$684.81万
AAPL 减仓-$565.65万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DCI | DONALDSON INC | $45.84万 | 0.01% | 5,401 | -564 | -9.5% | -$4.79万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $45.90万 | 0.01% | 5,076 | -1,728 | -25.4% | -$15.62万 | 减仓 |
| SMH | VANECK ETF TRUST | $46.01万 | 0.01% | 1,200 | 7 | 0.6% | $2,684 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $46.13万 | 0.01% | 2,145 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $46.65万 | 0.01% | 1,068 | 15 | 1.4% | $6,552 | 加仓 |
| NKE | NIKE INC | $46.68万 | 0.01% | 8,837 | -593 | -6.3% | -$3.13万 | 减仓 |
| VGT | VANGUARD WORLD FD | $46.75万 | 0.01% | 670 | -25 | -3.6% | -$1.74万 | 减仓 |
| SOXX | ISHARES TR | $47.13万 | 0.01% | 1,434 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $47.67万 | 0.01% | 437 | -5 | -1.1% | -$5,454 | 减仓 |
| PLD | PROLOGIS INC. | $49.13万 | 0.01% | 3,717 | -639 | -14.7% | -$8.45万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $49.93万 | 0.01% | 1,279 | 12 | 0.9% | $4,685 | 加仓 |
| WAB | WABTEC | $50.33万 | 0.01% | 2,014 | -917 | -31.3% | -$22.92万 | 减仓 |
| TER | TERADYNE INC | $50.55万 | 0.01% | 1,705 | -1,250 | -42.3% | -$37.06万 | 减仓 |
| TGT | TARGET CORP | $51.10万 | 0.01% | 4,216 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $51.51万 | 0.01% | 707 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $53.28万 | 0.01% | 1,969 | -1,093 | -35.7% | -$29.58万 | 减仓 |
| KKR | KKR & CO INC | $53.47万 | 0.01% | 5,781 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $53.84万 | 0.01% | 2,493 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $54.90万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $56.76万 | 0.01% | 2,567 | -219 | -7.9% | -$4.84万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $57.74万 | 0.01% | 4,405 | -100 | -2.2% | -$1.31万 | 减仓 |
| ENB | ENBRIDGE INC | $58.14万 | 0.01% | 10,738 | 445 | 4.3% | $2.41万 | 加仓 |
| BP | BP PLC | $58.33万 | 0.01% | 12,411 | 558 | 4.7% | $2.62万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $58.48万 | 0.01% | 1,731 | 250 | 16.9% | $8.45万 | 加仓 |
| RAL | RALLIANT CORP | $60.04万 | 0.01% | 14,436 | -4,790 | -24.9% | -$19.92万 | 减仓 |
| VHT | VANGUARD WORLD FD | $60.76万 | 0.01% | 2,231 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $60.84万 | 0.01% | 9,100 | -1,300 | -12.5% | -$8.69万 | 减仓 |
| SO | SOUTHERN CO | $60.96万 | 0.01% | 6,316 | -204 | -3.1% | -$1.97万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $63.37万 | 0.01% | 3,900 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $63.54万 | 0.01% | 2,757 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $64.17万 | 0.01% | 7,666 | -339 | -4.2% | -$2.84万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $64.45万 | 0.01% | 4,766 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $65.81万 | 0.01% | 4,164 | -50 | -1.2% | -$7,902 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $69.29万 | 0.01% | 19,550 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $69.67万 | 0.01% | 3,675 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $72.10万 | 0.01% | 7,753 | -83 | -1.1% | -$7,719 | 减仓 |
| HSY | HERSHEY CO | $72.76万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $73.50万 | 0.01% | 6,790 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $74.08万 | 0.01% | 8,378 | -5,358 | -39.0% | -$47.38万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $74.64万 | 0.01% | 10,486 | 126 | 1.2% | $8,969 | 加仓 |
| UL | UNILEVER PLC | $75.62万 | 0.01% | 13,274 | -138 | -1.0% | -$7,862 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $76.16万 | 0.01% | 2,611 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $77.59万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $78.27万 | 0.01% | 21,297 | -215 | -1.0% | -$7,901 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $79.21万 | 0.01% | 10,756 | -2,113 | -16.4% | -$15.56万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $83.00万 | 0.01% | 14,399 | -404 | -2.7% | -$2.33万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $83.51万 | 0.01% | 2,603 | 139 | 5.6% | $4.46万 | 加仓 |
| IJK | ISHARES TR | $84.25万 | 0.01% | 8,373 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $85.54万 | 0.01% | 3,413 | 552 | 19.3% | $13.84万 | 加仓 |
| IVW | ISHARES TR | $85.84万 | 0.01% | 7,589 | -178 | -2.3% | -$2.01万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $86.34万 | 0.01% | 11,187 | 254 | 2.3% | $1.96万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $89.16万 | 0.01% | 58,966 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $90.15万 | 0.01% | 5,550 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $90.16万 | 0.01% | 4,942 | -537 | -9.8% | -$9.80万 | 减仓 |
| CSX | CSX CORP | $91.07万 | 0.01% | 22,185 | -1,174 | -5.0% | -$4.82万 | 减仓 |
| TFC | TRUIST FINL CORP | $91.89万 | 0.01% | 19,990 | -518 | -2.5% | -$2.38万 | 减仓 |
| MS | MORGAN STANLEY | $93.10万 | 0.01% | 5,657 | -99 | -1.7% | -$1.63万 | 减仓 |
| CPRT | COPART INC | $94.47万 | 0.01% | 28,456 | -4,000 | -12.3% | -$13.28万 | 减仓 |
| ICLR | ICON PLC | $95.22万 | 0.01% | 8,605 | -10,105 | -54.0% | -$111.82万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $96.84万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $98.28万 | 0.01% | 5,595 | -618 | -9.9% | -$10.86万 | 减仓 |
| MKC | MCCORMICK & CO INC | $98.51万 | 0.01% | 19,531 | 2,358 | 13.7% | $11.89万 | 加仓 |
| ASML | ASML HLDG NV | $100.52万 | 0.01% | 761 | 11 | 1.5% | $1.45万 | 加仓 |
| CVS | CVS HEALTH CORP | $104.17万 | 0.01% | 14,505 | -2,698 | -15.7% | -$19.38万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $108.05万 | 0.01% | 8,130 | 402 | 5.2% | $5.34万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $110.85万 | 0.01% | 29,295 | 162 | 0.6% | $6,130 | 重新持有 |
| GM | GENERAL MTRS CO | $113.26万 | 0.01% | 15,202 | -2,137 | -12.3% | -$15.92万 | 减仓 |
| WM | WASTE MGMT INC DEL | $114.41万 | 0.01% | 4,979 | -3,300 | -39.9% | -$75.83万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $117.36万 | 0.02% | 5,769 | 160 | 2.9% | $3.25万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $117.76万 | 0.02% | 6,789 | -55 | -0.8% | -$9,540 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $119.78万 | 0.02% | 25,100 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $119.78万 | 0.02% | 3,349 | -60 | -1.8% | -$2.15万 | 减仓 |
| MO | ALTRIA GROUP INC | $121.57万 | 0.02% | 18,423 | -1,392 | -7.0% | -$9.19万 | 减仓 |
| PSX | PHILLIPS 66 | $122.19万 | 0.02% | 6,707 | -239 | -3.4% | -$4.35万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $123.85万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $125.96万 | 0.02% | 5,895 | -1,250 | -17.5% | -$26.71万 | 减仓 |
| EEM | ISHARES TR | $126.90万 | 0.02% | 22,345 | 6,913 | 44.8% | $39.26万 | 加仓 |
| USB | US BANCORP | $127.97万 | 0.02% | 24,605 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $130.02万 | 0.02% | 6,965 | -1,993 | -22.2% | -$37.20万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $134.18万 | 0.02% | 7,775 | -101 | -1.3% | -$1.74万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $134.43万 | 0.02% | 1,589 | 159 | 11.1% | $13.45万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $134.85万 | 0.02% | 11,648 | -80 | -0.7% | -$9,262 | 减仓 |
| ALL | ALLSTATE CORP | $137.65万 | 0.02% | 6,639 | 200 | 3.1% | $4.15万 | 加仓 |
| MAS | MASCO CORP | $139.75万 | 0.02% | 23,149 | -1,000 | -4.1% | -$6.04万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $140.14万 | 0.02% | 4,083 | -76 | -1.8% | -$2.61万 | 减仓 |
| DVY | ISHARES TR | $143.10万 | 0.02% | 9,451 | 35 | 0.4% | $5,299 | 加仓 |
| GLD | SPDR GOLD TR | $147.68万 | 0.02% | 3,432 | 830 | 31.9% | $35.71万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $150.66万 | 0.02% | 10,334 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $153.27万 | 0.02% | 5,280 | 0 | 0.0% | — | 不变 |
| NBN | NORTHEAST BK PORTLAND ME | $157.32万 | 0.02% | 14,000 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $157.54万 | 0.02% | 37,420 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $157.64万 | 0.02% | 16,341 | -511 | -3.0% | -$4.93万 | 减仓 |
| BX | BLACKSTONE INC | $163.60万 | 0.02% | 14,227 | -604 | -4.1% | -$6.95万 | 减仓 |
| BLK | BLACKROCK INC | $165.51万 | 0.02% | 1,721 | -19 | -1.1% | -$1.83万 | 减仓 |
| USMV | ISHARES TR | $177.28万 | 0.02% | 19,116 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $181.45万 | 0.02% | 4,881 | -6 | -0.1% | -$2,231 | 减仓 |
| SPGI | S&P GLOBAL INC | $186.26万 | 0.02% | 4,379 | -50 | -1.1% | -$2.13万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $191.80万 | 0.02% | 18,663 | -220 | -1.2% | -$2.26万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $195.15万 | 0.03% | 32,645 | -2,407 | -6.9% | -$14.39万 | 减仓 |