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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -111,739 | -100.0% | -$1,065.43万 | 清仓 |
| — | HARBOR ETF TRUST | $0 | 0.00% | 0 | -14,016 | -100.0% | -$38.66万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,159 | -100.0% | -$34.31万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -3,540 | -100.0% | -$31.61万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -1,359 | -100.0% | -$29.53万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -1,793 | -100.0% | -$25.55万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,786 | -100.0% | -$22.35万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AON | AON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -324 | -100.0% | -$20.17万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -2,300 | -100.0% | -$9.59万 | 清仓 |
| — | DERMATA THERAPEUTICS INC | $2.42万 | 0.00% | 20,000 | 20,000 | — | $2.42万 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $2.98万 | 0.00% | 25,000 | 25,000 | — | $2.98万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $9.96万 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $10.05万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $18.39万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $19.21万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.38万 | 0.00% | 603 | 603 | — | $20.38万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $20.38万 | 0.00% | 1,178 | 1,178 | — | $20.38万 | 新建仓 |
| AME | AMETEK INC | $20.62万 | 0.00% | 962 | 962 | — | $20.62万 | 新建仓 |
| EQT | EQT CORP | $20.68万 | 0.00% | 3,250 | 3,250 | — | $20.68万 | 新建仓 |
| ITOT | ISHARES TR | $20.74万 | 0.00% | 1,456 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $20.85万 | 0.00% | 10,214 | -7,765 | -43.2% | -$15.85万 | 减仓 |
| NOBL | PROSHARES TR | $20.93万 | 0.00% | 1,974 | 13 | 0.7% | $1,378 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC | $21.24万 | 0.00% | 9,910 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $21.48万 | 0.00% | 6,050 | 50 | 0.8% | $1,775 | 加仓 |
| ILMN | ILLUMINA INC | $22.21万 | 0.00% | 1,802 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $22.53万 | 0.00% | 6,352 | -150 | -2.3% | -$5,321 | 减仓 |
| MET | METLIFE INC | $22.90万 | 0.00% | 3,238 | -40 | -1.2% | -$2,829 | 减仓 |
| MPLX | MPLX LP | $22.99万 | 0.00% | 4,029 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $23.31万 | 0.00% | 2,204 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $23.72万 | 0.00% | 666 | 666 | — | $23.72万 | 新建仓 |
| D | DOMINION ENERGY INC | $23.92万 | 0.00% | 3,870 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $24.27万 | 0.00% | 2,538 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $24.32万 | 0.00% | 5,839 | -6,768 | -53.7% | -$28.19万 | 重新持有 |
| IEF | ISHARES TR | $24.35万 | 0.00% | 2,551 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $24.58万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $24.86万 | 0.00% | 1,135 | -183 | -13.9% | -$4.01万 | 减仓 |
| TXT | TEXTRON INC | $25.22万 | 0.00% | 2,880 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $25.48万 | 0.00% | 10,700 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $25.67万 | 0.00% | 3,515 | -57 | -1.6% | -$4,163 | 减仓 |
| BHP | BHP BILLITON LIMITED | $26.32万 | 0.00% | 3,619 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $26.42万 | 0.00% | 884 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $26.51万 | 0.00% | 6,500 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $26.52万 | 0.00% | 2,100 | -75 | -3.4% | -$9,471 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.61万 | 0.00% | 1,819 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $27.56万 | 0.00% | 3,049 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $27.80万 | 0.00% | 8,292 | -121 | -1.4% | -$4,057 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $28.33万 | 0.00% | 987 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $28.67万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $29.21万 | 0.00% | 2,419 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $29.24万 | 0.00% | 1,469 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $29.51万 | 0.00% | 4,508 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $29.53万 | 0.00% | 5,300 | -2,500 | -32.1% | -$13.93万 | 减仓 |
| HAL | HALLIBURTON CO | $29.63万 | 0.00% | 7,600 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.32万 | 0.00% | 3,800 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $31.53万 | 0.00% | 4,089 | 358 | 9.6% | $2.76万 | 加仓 |
| WDAY | WORKDAY INC | $31.73万 | 0.00% | 2,442 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $32.70万 | 0.00% | 7,140 | -347 | -4.6% | -$1.59万 | 减仓 |
| GL | GLOBE LIFE INC | $33.05万 | 0.00% | 2,375 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $33.22万 | 0.00% | 2,380 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $33.61万 | 0.00% | 2,137 | -12 | -0.6% | -$1,887 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $33.89万 | 0.00% | 4,187 | -7 | -0.2% | -$567 | 减仓 |
| PPG | PPG INDS INC | $33.91万 | 0.00% | 3,173 | 0 | 0.0% | — | 不变 |
| — | J JILL INC | $34.18万 | 0.00% | 29,825 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $34.24万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.39万 | 0.00% | 1,792 | 43 | 2.5% | $8,253 | 加仓 |
| APH | AMPHENOL CORP | $34.70万 | 0.00% | 2,746 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $34.73万 | 0.00% | 2,057 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $34.86万 | 0.00% | 4,967 | 1,969 | 65.7% | $13.82万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $35.09万 | 0.00% | 7,263 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $35.35万 | 0.00% | 3,015 | -644 | -17.6% | -$7.55万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $35.43万 | 0.00% | 7,270 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $35.66万 | 0.00% | 6,940 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $36.46万 | 0.00% | 1,016 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $36.92万 | 0.00% | 500 | -119 | -19.2% | -$8.79万 | 减仓 |
| FLOT | ISHARES TR | $37.45万 | 0.00% | 7,350 | -300 | -3.9% | -$1.53万 | 减仓 |
| WMB | WILLIAMS COS INC | $38.10万 | 0.00% | 5,235 | -350 | -6.3% | -$2.55万 | 减仓 |
| SMBC | SOUTHERN MO BANCORP INC | $38.36万 | 0.00% | 6,000 | -99 | -1.6% | -$6,330 | 减仓 |
| MCK | MCKESSON CORP | $39.20万 | 0.01% | 453 | 146 | 47.6% | $12.63万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $41.17万 | 0.01% | 3,568 | -173 | -4.6% | -$2.00万 | 减仓 |
| IT | GARTNER INC | $41.17万 | 0.01% | 2,600 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $41.41万 | 0.01% | 4,549 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $41.97万 | 0.01% | 24,345 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $42.20万 | 0.01% | 911 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $42.30万 | 0.01% | 2,046 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $42.82万 | 0.01% | 1,219 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $42.85万 | 0.01% | 2,111 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $43.17万 | 0.01% | 4,464 | -42 | -0.9% | -$4,061 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $43.43万 | 0.01% | 4,621 | 0 | 0.0% | — | 不变 |
| HIFS | HINGHAM INSTN SVGS MASS | $43.59万 | 0.01% | 1,525 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $43.63万 | 0.01% | 6,298 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $43.73万 | 0.01% | 1,566 | 65 | 4.3% | $1.82万 | 加仓 |
| MUB | ISHARES TR | $44.08万 | 0.01% | 4,153 | 1,816 | 77.7% | $19.28万 | 加仓 |
| KLAC | KLA CORP | $44.17万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $44.48万 | 0.01% | 4,344 | 0 | 0.0% | — | 不变 |