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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $1,083.80万 | 0.13% | 27,288 | 1,231 | 4.7% | $48.89万 | 加仓 |
| GEV | GE VERNOVA INC | $1,253.81万 | 0.15% | 10,672 | -452 | -4.1% | -$53.10万 | 减仓 |
| IVV | ISHARES TR | $1,255.51万 | 0.15% | 16,765 | -299 | -1.8% | -$22.39万 | 减仓 |
| NFLX | NETFLIX INC. | $1,267.47万 | 0.15% | 177,517 | 59,069 | 49.9% | $421.75万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,278.16万 | 0.16% | 169,404 | -17,845 | -9.5% | -$134.64万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1,322.27万 | 0.16% | 418,308 | -59,608 | -12.5% | -$188.42万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,490.28万 | 0.18% | 33,409 | -82 | -0.2% | -$3.66万 | 减仓 |
| FISV | FISERV INC | $1,512.92万 | 0.18% | 308,444 | -197,950 | -39.1% | -$970.95万 | 减仓 |
| PFF | ISHARES TR | $1,591.17万 | 0.19% | 521,867 | -62,874 | -10.8% | -$191.70万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,597.57万 | 0.19% | 111,601 | 1,125 | 1.0% | $16.10万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,602.53万 | 0.19% | 222,080 | -1,968 | -0.9% | -$14.20万 | 减仓 |
| OMC | OMNICOM GROUP INC | $1,604.25万 | 0.19% | 220,272 | -18,097 | -7.6% | -$131.80万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,618.04万 | 0.20% | 178,868 | -636 | -0.4% | -$5.75万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,628.41万 | 0.20% | 99,915 | -442 | -0.4% | -$7.20万 | 减仓 |
| GE | GE AEROSPACE | $1,649.58万 | 0.20% | 44,138 | -1,644 | -3.6% | -$61.44万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,704.55万 | 0.21% | 238,066 | -7,612 | -3.1% | -$54.50万 | 减仓 |
| ORCL | ORACLE CORP | $1,784.81万 | 0.22% | 121,788 | 7,853 | 6.9% | $115.09万 | 加仓 |
| SHOP | SHOPIFY INC | $1,816.46万 | 0.22% | 159,087 | 5,556 | 3.6% | $63.44万 | 加仓 |
| INTC | INTEL CORP | $1,941.54万 | 0.24% | 139,049 | -3,242 | -2.3% | -$45.27万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,959.09万 | 0.24% | 69,666 | 16,221 | 30.4% | $456.15万 | 加仓 |
| KMX | CARMAX INC | $2,047.85万 | 0.25% | 387,190 | -39,643 | -9.3% | -$209.67万 | 减仓 |
| IJR | ISHARES TR | $2,049.93万 | 0.25% | 138,219 | -2,925 | -2.1% | -$43.38万 | 减仓 |
| CAT | CATERPILLAR INC | $2,144.39万 | 0.26% | 20,137 | 1,106 | 5.8% | $117.78万 | 加仓 |
| KO | COCA COLA CO | $2,194.78万 | 0.27% | 270,059 | -11,058 | -3.9% | -$89.87万 | 减仓 |
| MCO | MOODYS CORP | $2,310.21万 | 0.28% | 51,007 | 212 | 0.4% | $9.60万 | 加仓 |
| CGNX | COGNEX CORP | $2,394.64万 | 0.29% | 330,660 | 7,767 | 2.4% | $56.25万 | 加仓 |
| QCOM | QUALCOMM INC | $2,559.69万 | 0.31% | 138,519 | 268 | 0.2% | $4.95万 | 加仓 |
| EQIX | EQUINIX INC | $2,667.48万 | 0.32% | 25,590 | -204 | -0.8% | -$21.26万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $2,672.26万 | 0.32% | 597,151 | -34,722 | -5.5% | -$155.38万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,717.56万 | 0.33% | 641,841 | -10,423 | -1.6% | -$44.13万 | 减仓 |
| GSK | GSK PLC | $2,718.49万 | 0.33% | 518,597 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2,731.98万 | 0.33% | 275,179 | -9,685 | -3.4% | -$96.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,745.70万 | 0.33% | 81,174 | -590 | -0.7% | -$19.96万 | 减仓 |
| CMI | CUMMINS INC | $2,951.76万 | 0.36% | 41,387 | -1,424 | -3.3% | -$101.56万 | 减仓 |
| DOV | DOVER CORP | $3,204.80万 | 0.39% | 142,893 | -550 | -0.4% | -$12.34万 | 减仓 |
| CTAS | CINTAS CORP | $3,235.19万 | 0.39% | 190,216 | -203 | -0.1% | -$3.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,248.45万 | 0.39% | 43,500 | -2,128 | -4.7% | -$158.91万 | 减仓 |
| AOS | SMITH A O CORP | $3,338.01万 | 0.41% | 532,209 | -47,571 | -8.2% | -$298.37万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $3,459.26万 | 0.42% | 357,066 | -21,836 | -5.8% | -$211.55万 | 减仓 |
| PAYX | PAYCHEX INC | $3,574.05万 | 0.43% | 363,475 | 1,359 | 0.4% | $13.36万 | 加仓 |
| AFL | AFLAC INC | $3,693.72万 | 0.45% | 315,029 | -1,982 | -0.6% | -$23.24万 | 减仓 |
| — | EXXON MOBIL CORP | $3,936.91万 | 0.48% | 287,954 | 2,972 | 1.0% | $40.63万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,042.14万 | 0.49% | 139,101 | 1,005 | 0.7% | $29.20万 | 加仓 |
| MRK | MERCK & CO INC | $4,072.83万 | 0.49% | 316,952 | -416 | -0.1% | -$5.35万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $4,078.27万 | 0.50% | 937,533 | -58,470 | -5.9% | -$254.34万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,177.43万 | 0.51% | 83,322 | -5,612 | -6.3% | -$281.36万 | 减仓 |
| XYL | XYLEM INC | $4,680.74万 | 0.57% | 395,967 | -17,888 | -4.3% | -$211.45万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4,688.69万 | 0.57% | 263,055 | -8,695 | -3.2% | -$154.98万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $4,754.23万 | 0.58% | 140,495 | -39,625 | -22.0% | -$1,340.88万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4,996.09万 | 0.61% | 223,090 | -870 | -0.4% | -$19.48万 | 减仓 |
| CSL | CARLISLE COS INC | $5,178.82万 | 0.63% | 142,765 | 2,299 | 1.6% | $83.40万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $5,400.20万 | 0.66% | 595,129 | -34,707 | -5.5% | -$314.93万 | 减仓 |
| LIN | LINDE PLC | $5,402.90万 | 0.66% | 104,115 | -1,155 | -1.1% | -$59.94万 | 减仓 |
| PEP | PEPSICO INC | $5,450.19万 | 0.66% | 402,525 | -13,452 | -3.2% | -$182.14万 | 减仓 |
| BAC | BANK OF AMER CORP | $5,454.74万 | 0.66% | 957,307 | -19,288 | -2.0% | -$109.90万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $5,546.99万 | 0.67% | 208,918 | -970 | -0.5% | -$25.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,787.32万 | 0.70% | 115,656 | -1,880 | -1.6% | -$94.07万 | 减仓 |
| WMT | WALMART INC | $5,960.13万 | 0.72% | 526,233 | 3,135 | 0.6% | $35.51万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $6,116.49万 | 0.74% | 696,876 | 21,488 | 3.2% | $188.60万 | 加仓 |
| RMD | RESMED INC | $6,275.78万 | 0.76% | 322,033 | -4,374 | -1.3% | -$85.24万 | 减仓 |
| CVX | CHEVRON CORPORATION | $6,607.77万 | 0.80% | 398,635 | -1,901 | -0.5% | -$31.51万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6,654.86万 | 0.81% | 289,883 | -3,405 | -1.2% | -$78.17万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,770.42万 | 0.82% | 950,233 | -20,178 | -2.1% | -$143.77万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $7,293.31万 | 0.89% | 57,090 | -1,717 | -2.9% | -$219.35万 | 减仓 |
| CSCO | CISCO SYS INC | $7,394.82万 | 0.90% | 629,560 | -3,987 | -0.6% | -$46.83万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $7,850.85万 | 0.95% | 171,132 | -2,329 | -1.3% | -$106.85万 | 减仓 |
| IRM | IRON MTN INC DEL | $8,075.27万 | 0.98% | 639,322 | -12,746 | -2.0% | -$160.99万 | 减仓 |
| MCD | MCDONALDS CORP | $8,080.44万 | 0.98% | 298,932 | -5,057 | -1.7% | -$136.70万 | 减仓 |
| META | META PLATFORMS INC | $8,376.69万 | 1.02% | 148,710 | 14,741 | 11.0% | $830.35万 | 加仓 |
| ABBV | ABBVIE INC | $8,706.19万 | 1.06% | 345,978 | 2,363 | 0.7% | $59.46万 | 加仓 |
| WSO | WATSCO INC | $8,721.33万 | 1.06% | 209,280 | -525 | -0.3% | -$21.88万 | 减仓 |
| IDXX | IDEXX LABS INC | $8,826.61万 | 1.07% | 167,666 | -515 | -0.3% | -$27.11万 | 减仓 |
| AVGO | BROADCOM INC | $9,935.11万 | 1.21% | 263,007 | 21,566 | 8.9% | $814.66万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9,999.60万 | 1.22% | 142,173 | -19,381 | -12.0% | -$1,363.14万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.10亿 | 1.34% | 221,304 | 1,635 | 0.7% | $81.22万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.10亿 | 1.34% | 322,392 | 21,828 | 7.3% | $744.38万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.11亿 | 1.34% | 754,625 | -9,227 | -1.2% | -$135.30万 | 减仓 |
| DHR | DANAHER CORP DEL | $1.14亿 | 1.39% | 598,324 | -14,333 | -2.3% | -$273.01万 | 减仓 |
| TJX | TJX COS INC NEW | $1.16亿 | 1.41% | 767,963 | -4,012 | -0.5% | -$60.78万 | 减仓 |
| ECL | ECOLAB INC | $1.31亿 | 1.59% | 468,722 | -1,721 | -0.4% | -$47.95万 | 减仓 |
| CB | CHUBB LIMITED | $1.31亿 | 1.59% | 384,803 | -1,953 | -0.5% | -$66.55万 | 减仓 |
| AMZN | AMAZON COM INC | $1.38亿 | 1.68% | 579,893 | 11,927 | 2.1% | $284.27万 | 加仓 |
| GOOGL | ALPHABET INC | $1.44亿 | 1.74% | 401,718 | -7,727 | -1.9% | -$276.14万 | 减仓 |
| HD | HOME DEPOT INC | $1.51亿 | 1.84% | 428,508 | -186 | -0.0% | -$6.56万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.52亿 | 1.84% | 162,277 | 911 | 0.6% | $85.22万 | 加仓 |
| SYK | STRYKER CORPORATION | $1.64亿 | 1.99% | 519,496 | 10,441 | 2.1% | $328.72万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.67亿 | 2.03% | 657,989 | 461 | 0.1% | $11.71万 | 加仓 |
| RTX | RTX CORPORATION | $2.03亿 | 2.47% | 1,069,878 | -24,716 | -2.3% | -$468.94万 | 减仓 |
| LLY | ELI LILLY & CO | $2.07亿 | 2.52% | 172,704 | 4,469 | 2.7% | $536.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2.11亿 | 2.57% | 645,494 | -7,413 | -1.1% | -$242.65万 | 减仓 |
| V | VISA INC | $2.42亿 | 2.94% | 705,106 | -14,445 | -2.0% | -$495.59万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.59亿 | 3.14% | 2,809,432 | -22,738 | -0.8% | -$209.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.31亿 | 4.02% | 887,243 | 5,660 | 0.6% | $211.13万 | 加仓 |
| GOOG | ALPHABET INC | $4.07亿 | 4.95% | 1,153,229 | -19,134 | -1.6% | -$676.06万 | 减仓 |
| AAPL | APPLE INC | $4.81亿 | 5.85% | 1,662,845 | -17,064 | -1.0% | -$493.76万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6.09亿 | 7.40% | 3,041,196 | -55,207 | -1.8% | -$1,104.64万 | 减仓 |