Welch & Forbes LLC
Boston MA · SEC CIK 0000105495
$82.28亿2026Q2 申报市值
388持仓数
37.9%前十大占比 · 第一大 7.4%
22 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
META 加仓+$830.35万
AVGO 加仓+$814.66万
PANW 加仓+$744.38万
LLY 加仓+$536.03万
IBM 加仓+$456.15万
2026Q2 卖出最多 按季末市值估算
MDY 减仓-$1,363.14万
ROP 减仓-$1,340.88万
NVDA 减仓-$1,104.64万
FISV 减仓-$970.95万
ACN 减仓-$772.39万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $46.41万 | 0.01% | 4,464 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $46.52万 | 0.01% | 24,345 | 0 | 0.0% | — | 不变 |
| HIFS | HINGHAM INSTN SVGS MASS | $46.84万 | 0.01% | 1,525 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $46.89万 | 0.01% | 12,690 | 279 | 2.2% | $1.03万 | 加仓 |
| — | J JILL INC | $47.33万 | 0.01% | 29,825 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $47.59万 | 0.01% | 911 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $48.48万 | 0.01% | 5,401 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $48.98万 | 0.01% | 2,058 | 12 | 0.6% | $2,856 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $49.07万 | 0.01% | 10,878 | 178 | 1.7% | $8,030 | 加仓 |
| MUB | ISHARES TR | $49.23万 | 0.01% | 4,574 | 421 | 10.1% | $4.53万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $50.30万 | 0.01% | 1,016 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.76万 | 0.01% | 2,145 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $50.79万 | 0.01% | 1,034 | 1,034 | — | $50.79万 | 新建仓 |
| CTVA | CORTEVA INC | $52.58万 | 0.01% | 6,208 | -1,458 | -19.0% | -$12.35万 | 减仓 |
| ENTG | ENTEGRIS INC | $52.61万 | 0.01% | 2,925 | -90 | -3.0% | -$1.62万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $53.14万 | 0.01% | 3,880 | -20 | -0.5% | -$2,739 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $54.64万 | 0.01% | 9,447 | -4,952 | -34.4% | -$28.64万 | 减仓 |
| SNDK | SANDISK CORP | $55.25万 | 0.01% | 243 | 243 | — | $55.25万 | 新建仓 |
| WAB | WABTEC | $55.27万 | 0.01% | 2,050 | 36 | 1.8% | $9,706 | 加仓 |
| VUG | VANGUARD INDEX FDS | $56.65万 | 0.01% | 6,576 | 168 | 2.6% | $1.45万 | 加仓 |
| STE | STERIS PLC | $57.00万 | 0.01% | 2,707 | 140 | 5.5% | $2.95万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $57.34万 | 0.01% | 8,300 | -800 | -8.8% | -$5.53万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $57.35万 | 0.01% | 4,164 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $58.02万 | 0.01% | 10,702 | -36 | -0.3% | -$1,952 | 减仓 |
| GWW | WW GRAINGER INC | $58.77万 | 0.01% | 432 | -5 | -1.1% | -$6,802 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $58.98万 | 0.01% | 19,550 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $59.04万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $59.49万 | 0.01% | 6,216 | -100 | -1.6% | -$9,571 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $60.92万 | 0.01% | 9,517 | -969 | -9.2% | -$6.20万 | 减仓 |
| HSY | HERSHEY CO | $61.41万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $61.43万 | 0.01% | 6,577 | -213 | -3.1% | -$1.99万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $63.16万 | 0.01% | 4,766 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $64.06万 | 0.01% | 5,360 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $66.42万 | 0.01% | 8,764 | 3,797 | 76.4% | $28.78万 | 加仓 |
| VHT | VANGUARD WORLD FD | $66.71万 | 0.01% | 2,231 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $68.02万 | 0.01% | 4,395 | 51 | 1.2% | $7,893 | 加仓 |
| VLTO | VERALTO CORP | $70.93万 | 0.01% | 7,998 | -380 | -4.5% | -$3.37万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $71.75万 | 0.01% | 8,104 | 4,304 | 113.3% | $38.11万 | 加仓 |
| FLEX | FLEX LTD | $73.06万 | 0.01% | 4,508 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $74.10万 | 0.01% | 9,557 | 1,804 | 23.3% | $13.99万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $74.12万 | 0.01% | 2,757 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $74.15万 | 0.01% | 5,420 | 1,015 | 23.0% | $13.89万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $76.10万 | 0.01% | 3,793 | -1,149 | -23.2% | -$23.05万 | 减仓 |
| PLD | PROLOGIS INC. | $76.85万 | 0.01% | 5,673 | 1,956 | 52.6% | $26.50万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $77.11万 | 0.01% | 10,504 | -252 | -2.3% | -$1.85万 | 减仓 |
| SMH | VANECK ETF TRUST | $78.71万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $79.97万 | 0.01% | 5,000 | -3,000 | -37.5% | -$47.98万 | 减仓 |
| UL | UNILEVER PLC | $80.10万 | 0.01% | 13,324 | 50 | 0.4% | $3,006 | 加仓 |
| CPRT | COPART INC | $80.22万 | 0.01% | 28,456 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $82.02万 | 0.01% | 724 | 17 | 2.4% | $1.93万 | 加仓 |
| TER | TERADYNE INC | $82.49万 | 0.01% | 1,705 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $82.77万 | 0.01% | 3,742 | 67 | 1.8% | $1.48万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $82.91万 | 0.01% | 10,809 | -378 | -3.4% | -$2.90万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $83.44万 | 0.01% | 2,493 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $86.59万 | 0.01% | 2,623 | 12 | 0.5% | $3,961 | 加仓 |
| KLAC | KLA CORP | $90.81万 | 0.01% | 3,010 | 10 | 0.3% | $3,017 | 加仓 |
| SOXX | ISHARES TR | $91.88万 | 0.01% | 1,434 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $93.97万 | 0.01% | 18,637 | -894 | -4.6% | -$4.51万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $94.56万 | 0.01% | 5,673 | 123 | 2.2% | $2.05万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $96.32万 | 0.01% | 2,603 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $96.34万 | 0.01% | 2,318 | 349 | 17.7% | $14.51万 | 加仓 |
| IJK | ISHARES TR | $98.38万 | 0.01% | 8,373 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $98.99万 | 0.01% | 13,444 | -992 | -6.9% | -$7.30万 | 减仓 |
| TFC | TRUIST FINL CORP | $99.59万 | 0.01% | 19,990 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $100.98万 | 0.01% | 25,100 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $101.05万 | 0.01% | 4,516 | -5,284 | -53.9% | -$118.23万 | 减仓 |
| NVO | NOVO-NORDISK A S | $101.33万 | 0.01% | 21,137 | -160 | -0.8% | -$7,670 | 减仓 |
| GM | GENERAL MTRS CO | $103.93万 | 0.01% | 13,483 | -1,719 | -11.3% | -$13.25万 | 减仓 |
| IVW | ISHARES TR | $104.37万 | 0.01% | 7,589 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $105.59万 | 0.01% | 6,740 | -225 | -3.2% | -$3.52万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $106.39万 | 0.01% | 4,815 | 4,815 | — | $106.39万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $106.76万 | 0.01% | 1,399 | 120 | 9.4% | $9.16万 | 加仓 |
| CSX | CSX CORP | $107.72万 | 0.01% | 22,663 | 478 | 2.2% | $2.27万 | 加仓 |
| IWD | ISHARES TR | $108.37万 | 0.01% | 4,470 | -1,425 | -24.2% | -$34.55万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $108.69万 | 0.01% | 6,521 | -268 | -3.9% | -$4.47万 | 减仓 |
| WM | WASTE MGMT INC DEL | $110.97万 | 0.01% | 4,979 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $111.55万 | 0.01% | 15,504 | -2,919 | -15.8% | -$21.00万 | 减仓 |
| VEEV | VEEVA SYS INC | $113.40万 | 0.01% | 6,390 | 795 | 14.2% | $14.11万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $115.71万 | 0.01% | 3,223 | -190 | -5.6% | -$6.82万 | 减仓 |
| INTU | INTUIT | $117.92万 | 0.01% | 4,518 | -247 | -5.2% | -$6.45万 | 减仓 |
| PSX | PHILLIPS 66 | $120.55万 | 0.01% | 7,131 | 424 | 6.3% | $7.17万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $126.51万 | 0.02% | 34,416 | 5,121 | 17.5% | $18.82万 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $127.45万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $136.01万 | 0.02% | 11,648 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $137.24万 | 0.02% | 8,390 | 615 | 7.9% | $10.06万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $137.80万 | 0.02% | 4,072 | 572 | 16.3% | $19.36万 | 加仓 |
| ASML | ASML HLDG NV | $138.07万 | 0.02% | 694 | -67 | -8.8% | -$13.33万 | 减仓 |
| DVY | ISHARES TR | $138.40万 | 0.02% | 8,855 | -596 | -6.3% | -$9.32万 | 减仓 |
| GLD | SPDR GOLD TR | $140.24万 | 0.02% | 3,807 | 375 | 10.9% | $13.81万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $145.98万 | 0.02% | 4,121 | 38 | 0.9% | $1.35万 | 加仓 |
| MS | MORGAN STANLEY | $146.87万 | 0.02% | 7,026 | 1,369 | 24.2% | $28.62万 | 加仓 |
| USB | US BANCORP | $148.29万 | 0.02% | 24,552 | -53 | -0.2% | -$3,201 | 减仓 |
| ICLR | ICON PUB LTD CO | $150.35万 | 0.02% | 8,655 | 50 | 0.6% | $8,686 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $151.16万 | 0.02% | 2,968 | -19 | -0.6% | -$9,677 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $154.35万 | 0.02% | 25,841 | -6,804 | -20.8% | -$40.64万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $154.80万 | 0.02% | 8,125 | -5 | -0.1% | -$953 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $157.54万 | 0.02% | 8,775 | -6,818 | -43.7% | -$122.40万 | 减仓 |
| ALL | ALLSTATE CORP | $158.11万 | 0.02% | 6,645 | 6 | 0.1% | $1,428 | 加仓 |
| EEM | ISHARES TR | $159.02万 | 0.02% | 23,245 | 900 | 4.0% | $6.16万 | 加仓 |