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 |
|---|---|---|---|---|---|---|---|---|
| BHP | BHP BILLITON LIMITED | $0 | 0.00% | 0 | -3,619 | -100.0% | -$26.32万 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -2,880 | -100.0% | -$25.22万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -5,839 | -100.0% | -$24.32万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -4,029 | -100.0% | -$22.99万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -6,352 | -100.0% | -$22.53万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,214 | -100.0% | -$20.85万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,250 | -100.0% | -$20.68万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,178 | -100.0% | -$20.38万 | 清仓 |
| — | DERMATA THERAPEUTICS INC | $2.58万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | MILESTONE PHARMACEUTICALS IN | $3.35万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $4.16万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $11.28万 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $18.47万 | 0.00% | 11,428 | 11,428 | — | $18.47万 | 新建仓 |
| IYW | ISHARES TR | $20.18万 | 0.00% | 800 | 800 | — | $20.18万 | 新建仓 |
| AON | AON PLC | $20.33万 | 0.00% | 613 | 0 | 0.0% | — | 重新持有 |
| BSM | BLACK STONE MINERALS L P | $20.54万 | 0.00% | 14,700 | -44,266 | -75.1% | -$61.84万 | 减仓 |
| IWS | ISHARES TR | $20.69万 | 0.00% | 1,257 | 1,257 | — | $20.69万 | 新建仓 |
| GRAL | GRAIL INC | $21.22万 | 0.00% | 3,108 | 0 | 0.0% | — | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.23万 | 0.00% | 1,820 | 1 | 0.1% | $117 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $21.31万 | 0.00% | 805 | 0 | 0.0% | — | 重新持有 |
| SU | SUNCOR ENERGY INC NEW | $21.47万 | 0.00% | 4,000 | 4,000 | — | $21.47万 | 新建仓 |
| C | CITIGROUP INC | $21.57万 | 0.00% | 1,541 | 1,541 | — | $21.57万 | 新建仓 |
| HPQ | HP INC | $21.94万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $21.98万 | 0.00% | 165 | -9 | -5.2% | -$1.20万 | 重新持有 |
| FTNT | FORTINET INC | $22.04万 | 0.00% | 1,435 | 1,435 | — | $22.04万 | 新建仓 |
| NOBL | PROSHARES TR | $22.42万 | 0.00% | 3,992 | 44 | 1.1% | $2,471 | 加仓 |
| GPC | GENUINE PARTS CO | $22.45万 | 0.00% | 1,903 | -301 | -13.7% | -$3.55万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $22.56万 | 0.00% | 6,382 | 332 | 5.5% | $1.17万 | 加仓 |
| IEF | ISHARES TR | $22.85万 | 0.00% | 2,416 | -135 | -5.3% | -$1.28万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $22.88万 | 0.00% | 923 | 923 | — | $22.88万 | 新建仓 |
| CMS | CMS ENERGY CORP | $23.36万 | 0.00% | 3,054 | 3,054 | — | $23.36万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $23.40万 | 0.00% | 3,033 | -167 | -5.2% | -$1.29万 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $23.87万 | 0.00% | 1,939 | -198 | -9.3% | -$2.44万 | 减仓 |
| ITOT | ISHARES TR | $23.92万 | 0.00% | 1,456 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $24.18万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $24.43万 | 0.00% | 2,403 | 2,403 | — | $24.43万 | 新建仓 |
| ESGD | ISHARES TR | $24.63万 | 0.00% | 2,396 | -142 | -5.6% | -$1.46万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $24.71万 | 0.00% | 9,910 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $25.04万 | 0.00% | 2,880 | -169 | -5.5% | -$1.47万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $25.44万 | 0.00% | 1,489 | 1,489 | — | $25.44万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $25.61万 | 0.00% | 1,890 | -5,250 | -73.5% | -$71.15万 | 减仓 |
| FFIV | F5 INC | $25.66万 | 0.00% | 617 | 617 | — | $25.66万 | 新建仓 |
| HAL | HALLIBURTON CO | $25.80万 | 0.00% | 7,600 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $26.12万 | 0.00% | 8,169 | -123 | -1.5% | -$3,932 | 减仓 |
| D | DOMINION ENERGY INC | $26.43万 | 0.00% | 3,870 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $26.64万 | 0.00% | 1,101 | 139 | 14.4% | $3.36万 | 加仓 |
| IJS | ISHARES TR | $27.04万 | 0.00% | 1,978 | 1,978 | — | $27.04万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $27.20万 | 0.00% | 14,226 | 14,226 | — | $27.20万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $27.50万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $28.05万 | 0.00% | 5,660 | 652 | 13.0% | $3.23万 | 重新持有 |
| UAMY | UNITED STATES ANTIMONY CORP | $28.21万 | 0.00% | 38,850 | 38,850 | — | $28.21万 | 新建仓 |
| BA | BOEING CO | $28.86万 | 0.00% | 1,333 | -136 | -9.3% | -$2.94万 | 减仓 |
| SLB | SLB LIMITED | $29.17万 | 0.00% | 6,274 | -666 | -9.6% | -$3.10万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $29.25万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $29.73万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $29.89万 | 0.00% | 2,442 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $29.99万 | 0.00% | 7,230 | 7,230 | — | $29.99万 | 新建仓 |
| ABNB | AIRBNB INC | $30.05万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $30.40万 | 0.00% | 884 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $30.79万 | 0.00% | 7,796 | 526 | 7.2% | $2.08万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $31.05万 | 0.00% | 987 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $31.22万 | 0.00% | 8,500 | 2,000 | 30.8% | $7.35万 | 加仓 |
| WELL | WELLTOWER INC | $31.32万 | 0.00% | 1,380 | 1,380 | — | $31.32万 | 新建仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $31.35万 | 0.00% | 5,300 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $31.42万 | 0.00% | 3,515 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $31.47万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $31.52万 | 0.00% | 1,234 | 1,234 | — | $31.52万 | 新建仓 |
| ILMN | ILLUMINA INC | $31.68万 | 0.00% | 1,802 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $32.75万 | 0.00% | 2,111 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $32.87万 | 0.00% | 5,700 | -1,563 | -21.5% | -$9.01万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $33.37万 | 0.00% | 4,112 | -75 | -1.8% | -$6,087 | 减仓 |
| IT | GARTNER INC | $33.70万 | 0.00% | 2,600 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $34.45万 | 0.00% | 8,392 | -445 | -5.0% | -$1.83万 | 减仓 |
| WMB | WILLIAMS COS INC | $34.84万 | 0.00% | 4,687 | -548 | -10.5% | -$4.07万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $34.96万 | 0.00% | 4,089 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $35.40万 | 0.00% | 817 | 817 | — | $35.40万 | 新建仓 |
| MCK | MCKESSON CORP | $35.59万 | 0.00% | 471 | 18 | 4.0% | $1.36万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $36.70万 | 0.00% | 2,419 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $37.32万 | 0.00% | 2,857 | -1,359 | -32.2% | -$17.75万 | 减仓 |
| FLOT | ISHARES TR | $37.52万 | 0.00% | 7,350 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $38.29万 | 0.00% | 4,525 | 1,287 | 39.7% | $10.89万 | 加仓 |
| IBB | ISHARES TR | $39.12万 | 0.00% | 2,057 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $39.27万 | 0.00% | 1,581 | 15 | 1.0% | $3,726 | 加仓 |
| FDX | FEDEX CORP | $39.77万 | 0.00% | 1,270 | 604 | 90.7% | $18.91万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $41.54万 | 0.01% | 4,502 | -119 | -2.6% | -$1.10万 | 减仓 |
| REET | ISHARES TR | $41.78万 | 0.01% | 15,127 | 15,127 | — | $41.78万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $41.79万 | 0.01% | 2,404 | 24 | 1.0% | $4,172 | 加仓 |
| GL | GLOBE LIFE INC | $41.99万 | 0.01% | 2,350 | -25 | -1.1% | -$4,467 | 减仓 |
| KKR | KKR & CO INC | $42.04万 | 0.01% | 4,581 | -1,200 | -20.8% | -$11.01万 | 减仓 |
| EME | EMCOR GROUP INC | $42.16万 | 0.01% | 508 | 8 | 1.6% | $6,639 | 加仓 |
| — | TOPBUILD COR | $42.44万 | 0.01% | 1,197 | -22 | -1.8% | -$7,800 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.32万 | 0.01% | 907 | 304 | 50.4% | $14.52万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $44.14万 | 0.01% | 5,127 | 51 | 1.0% | $4,391 | 加仓 |
| EBAY | EBAY INC. | $44.30万 | 0.01% | 3,964 | -585 | -12.9% | -$6.54万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $44.43万 | 0.01% | 2,088 | 296 | 16.5% | $6.30万 | 加仓 |
| ES | EVERSOURCE ENERGY | $44.83万 | 0.01% | 6,203 | -95 | -1.5% | -$6,866 | 减仓 |
| PPG | PPG INDS INC | $44.94万 | 0.01% | 3,705 | 532 | 16.8% | $6.45万 | 加仓 |
| SMBC | SOUTHERN MO BANCORP INC | $45.73万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $46.27万 | 0.01% | 2,624 | -122 | -4.4% | -$2.15万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $46.36万 | 0.01% | 2,839 | -729 | -20.4% | -$11.91万 | 减仓 |