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 |
|---|---|---|---|---|---|---|---|---|
| VSS | VANGUARD INTL EQUITY INDEX F | $159.30万 | 0.02% | 10,325 | -9 | -0.1% | -$1,389 | 减仓 |
| CVS | CVS HEALTH CORP | $162.19万 | 0.02% | 15,678 | 1,173 | 8.1% | $12.13万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $164.35万 | 0.02% | 1,625 | 36 | 2.3% | $3.64万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $169.73万 | 0.02% | 15,462 | -879 | -5.4% | -$9.65万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $174.34万 | 0.02% | 37,420 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $179.43万 | 0.02% | 22,051 | -1,098 | -4.7% | -$8.93万 | 减仓 |
| SPGI | S&P GLOBAL INC | $179.72万 | 0.02% | 4,413 | 34 | 0.8% | $1.38万 | 加仓 |
| ADBE | ADOBE INC | $181.50万 | 0.02% | 8,853 | -3,180 | -26.4% | -$65.20万 | 减仓 |
| USMV | ISHARES TR | $184.39万 | 0.02% | 19,116 | 0 | 0.0% | — | 不变 |
| NBN | NORTHEAST BK PORTLAND ME | $185.54万 | 0.02% | 14,000 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $189.14万 | 0.02% | 1,967 | 246 | 14.3% | $23.65万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $211.81万 | 0.03% | 1,835 | 104 | 6.0% | $12.00万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $215.10万 | 0.03% | 5,495 | 215 | 4.1% | $8.42万 | 加仓 |
| ETN | EATON CORP PLC | $218.30万 | 0.03% | 5,123 | 1,774 | 53.0% | $75.59万 | 加仓 |
| TSLA | TESLA INC | $218.67万 | 0.03% | 5,199 | 318 | 6.5% | $13.38万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $222.54万 | 0.03% | 18,663 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $225.99万 | 0.03% | 23,399 | -693 | -2.9% | -$6.69万 | 减仓 |
| BX | BLACKSTONE INC | $230.66万 | 0.03% | 19,602 | 5,375 | 37.8% | $63.25万 | 加仓 |
| GIS | GENERAL MILLS INC | $231.65万 | 0.03% | 66,567 | -4,084 | -5.8% | -$14.21万 | 减仓 |
| — | EATON VANCE MUN INCOME TR | $231.71万 | 0.03% | 205,784 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $234.40万 | 0.03% | 9,520 | 101 | 1.1% | $2.49万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $238.84万 | 0.03% | 123,815 | -16,956 | -12.0% | -$32.71万 | 减仓 |
| CI | THE CIGNA GROUP | $239.43万 | 0.03% | 8,685 | 29 | 0.3% | $7,995 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $239.51万 | 0.03% | 4,123 | -1,646 | -28.5% | -$95.62万 | 减仓 |
| IWR | ISHARES TR | $246.90万 | 0.03% | 22,380 | -55 | -0.2% | -$6,068 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $252.84万 | 0.03% | 2,585 | -29 | -1.1% | -$2.84万 | 减仓 |
| WAT | WATERS CORP | $255.36万 | 0.03% | 6,809 | -792 | -10.4% | -$29.70万 | 减仓 |
| T | AT&T INC | $264.02万 | 0.03% | 127,546 | -5,741 | -4.3% | -$11.88万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $264.18万 | 0.03% | 14,603 | -4,968 | -25.4% | -$89.88万 | 减仓 |
| MDT | MEDTRONIC PLC | $266.55万 | 0.03% | 34,073 | -3,690 | -9.8% | -$28.87万 | 减仓 |
| HUBB | HUBBELL INC | $267.72万 | 0.03% | 5,117 | 30 | 0.6% | $1.57万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $275.11万 | 0.03% | 22,108 | -62,069 | -73.7% | -$772.39万 | 减仓 |
| COP | CONOCOPHILLIPS | $277.88万 | 0.03% | 26,729 | 20 | 0.1% | $2,079 | 加仓 |
| EFA | ISHARES TR | $281.44万 | 0.03% | 27,093 | 521 | 2.0% | $5.41万 | 加仓 |
| MPC | MARATHON PETE CORP | $282.57万 | 0.03% | 11,052 | -1,123 | -9.2% | -$28.71万 | 减仓 |
| ROL | ROLLINS INC | $287.41万 | 0.03% | 68,856 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $292.61万 | 0.04% | 92,277 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $304.16万 | 0.04% | 31,601 | -2,527 | -7.4% | -$24.32万 | 减仓 |
| IWF | ISHARES TR | $305.31万 | 0.04% | 24,588 | 2,940 | 13.6% | $36.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $311.16万 | 0.04% | 14,278 | -58 | -0.4% | -$1.26万 | 减仓 |
| FTV | FORTIVE CORP | $314.91万 | 0.04% | 51,548 | -2,677 | -4.9% | -$16.35万 | 减仓 |
| EOG | EOG RES INC | $316.41万 | 0.04% | 24,390 | 121 | 0.5% | $1.57万 | 加仓 |
| VB | VANGUARD INDEX FDS | $323.31万 | 0.04% | 10,666 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $324.44万 | 0.04% | 67,549 | 290 | 0.4% | $1.39万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $327.87万 | 0.04% | 133,550 | -24,163 | -15.3% | -$59.32万 | 减仓 |
| VO | VANGUARD INDEX FDS | $334.33万 | 0.04% | 41,496 | -488 | -1.2% | -$3.93万 | 减仓 |
| SDY | SPDR SERIES TRUST | $336.00万 | 0.04% | 22,079 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $338.02万 | 0.04% | 26,755 | 85 | 0.3% | $1.07万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $366.58万 | 0.04% | 9,218 | -65 | -0.7% | -$2.58万 | 减仓 |
| WFC | WELLS FARGO & CO | $368.95万 | 0.04% | 44,645 | 748 | 1.7% | $6.18万 | 加仓 |
| BALL | BALL CORP | $369.61万 | 0.04% | 59,232 | -8,160 | -12.1% | -$50.92万 | 减仓 |
| IWB | ISHARES TR | $370.07万 | 0.04% | 9,037 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $371.77万 | 0.05% | 16,861 | 2,413 | 16.7% | $53.20万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $375.82万 | 0.05% | 5,472 | 152 | 2.9% | $10.44万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $383.40万 | 0.05% | 49,210 | -8,609 | -14.9% | -$67.07万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $383.46万 | 0.05% | 50,264 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $399.55万 | 0.05% | 66,937 | 11,959 | 21.8% | $71.38万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $409.13万 | 0.05% | 8,031 | 581 | 7.8% | $29.60万 | 加仓 |
| AGG | ISHARES TR | $419.45万 | 0.05% | 42,377 | 13,927 | 49.0% | $137.85万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $420.35万 | 0.05% | 39,102 | -2,149 | -5.2% | -$23.10万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $424.85万 | 0.05% | 32,325 | -1,670 | -4.9% | -$21.95万 | 减仓 |
| IGSB | ISHARES TR | $432.84万 | 0.05% | 82,588 | 22,330 | 37.1% | $117.03万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $436.28万 | 0.05% | 47,587 | 823 | 1.8% | $7.55万 | 加仓 |
| OEF | ISHARES TR | $448.45万 | 0.05% | 12,257 | -930 | -7.1% | -$34.03万 | 减仓 |
| SYY | SYSCO CORP | $454.89万 | 0.06% | 54,426 | -883 | -1.6% | -$7.38万 | 减仓 |
| DE | DEERE & CO | $461.09万 | 0.06% | 7,269 | 982 | 15.6% | $62.29万 | 加仓 |
| AMAT | APPLIED MATLS INC | $494.24万 | 0.06% | 6,836 | 100 | 1.5% | $7.23万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $499.38万 | 0.06% | 32,999 | -4,927 | -13.0% | -$74.56万 | 减仓 |
| UNP | UNION PAC CORP | $500.45万 | 0.06% | 18,399 | 850 | 4.8% | $23.12万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $524.37万 | 0.06% | 91,005 | -3,319 | -3.5% | -$19.12万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $524.78万 | 0.06% | 43,217 | -99 | -0.2% | -$1.20万 | 减仓 |
| IJH | ISHARES TR | $545.39万 | 0.07% | 70,729 | -7,977 | -10.1% | -$61.51万 | 减仓 |
| IWO | ISHARES TR | $548.35万 | 0.07% | 13,919 | -61 | -0.4% | -$2.40万 | 减仓 |
| TIP | ISHARES TR | $550.61万 | 0.07% | 50,316 | 1,269 | 2.6% | $13.89万 | 加仓 |
| LQD | ISHARES TR | $575.53万 | 0.07% | 52,767 | -3,103 | -5.6% | -$33.84万 | 减仓 |
| RPM | RPM INTL INC | $594.09万 | 0.07% | 53,449 | -8,277 | -13.4% | -$92.00万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $597.98万 | 0.07% | 22,109 | -11 | -0.0% | -$2,975 | 减仓 |
| HLN | HALEON PLC | $600.39万 | 0.07% | 643,501 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $607.60万 | 0.07% | 46,177 | -3,247 | -6.6% | -$42.72万 | 减仓 |
| VLO | VALERO ENERGY CORP | $615.55万 | 0.07% | 23,635 | 315 | 1.4% | $8.20万 | 加仓 |
| CHEF | CHEFS WHSE INC | $627.10万 | 0.08% | 65,255 | 1,000 | 1.6% | $9.61万 | 加仓 |
| STT | STATE STR CORP | $647.57万 | 0.08% | 38,182 | -747 | -1.9% | -$12.67万 | 减仓 |
| IAU | ISHARES GOLD TR | $656.05万 | 0.08% | 86,883 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $671.79万 | 0.08% | 13,080 | 727 | 5.9% | $37.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $718.21万 | 0.09% | 9,753 | -338 | -3.3% | -$24.89万 | 减仓 |
| IWM | ISHARES TR | $745.30万 | 0.09% | 24,806 | -797 | -3.1% | -$23.95万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $784.06万 | 0.10% | 61,942 | -5 | -0.0% | -$633 | 减仓 |
| PGR | PROGRESSIVE CORP | $786.53万 | 0.10% | 36,005 | -252 | -0.7% | -$5.50万 | 减仓 |
| MMM | 3M CO | $800.74万 | 0.10% | 49,456 | -1,153 | -2.3% | -$18.67万 | 减仓 |
| PFE | PFIZER INC | $821.32万 | 0.10% | 341,080 | -5,504 | -1.6% | -$13.25万 | 减仓 |
| MDB | MONGODB INC | $822.19万 | 0.10% | 24,477 | 892 | 3.8% | $29.96万 | 加仓 |
| MZTI | MARZETTI COMPANY | $823.26万 | 0.10% | 72,115 | -308 | -0.4% | -$3.52万 | 减仓 |
| SBUX | STARBUCKS CORP | $880.86万 | 0.11% | 86,198 | 1,647 | 1.9% | $16.83万 | 加仓 |
| NVS | NOVARTIS AG | $908.73万 | 0.11% | 57,984 | 358 | 0.6% | $5.61万 | 加仓 |
| TXN | TEXAS INSTRS INC | $925.96万 | 0.11% | 31,065 | 2,452 | 8.6% | $73.09万 | 加仓 |
| AMGN | AMGEN INC | $940.03万 | 0.11% | 25,959 | 1,113 | 4.5% | $40.30万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $946.19万 | 0.11% | 27,480 | 470 | 1.7% | $16.18万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $980.66万 | 0.12% | 117,094 | 4,515 | 4.0% | $37.81万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $984.23万 | 0.12% | 33,571 | 309 | 0.9% | $9.06万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,021.05万 | 0.12% | 139,202 | -1,997 | -1.4% | -$14.65万 | 减仓 |