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 |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | $865.81万 | 0.11% | 27,010 | -3 | -0.0% | -$962 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $845.47万 | 0.11% | 112,579 | 1,767 | 1.6% | $13.27万 | 加仓 |
| ADI | ANALOG DEVICES INC | $828.98万 | 0.11% | 26,057 | -350 | -1.3% | -$11.13万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $811.13万 | 0.10% | 61,947 | -1,258 | -2.0% | -$16.47万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $795.09万 | 0.10% | 141,199 | -647 | -0.5% | -$3.64万 | 减仓 |
| IAU | ISHARES GOLD TR | $765.96万 | 0.10% | 86,883 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $757.49万 | 0.10% | 84,551 | -6,105 | -6.7% | -$54.69万 | 减仓 |
| MMM | 3M CO | $734.99万 | 0.10% | 50,609 | -488 | -1.0% | -$7.09万 | 减仓 |
| PGR | PROGRESSIVE CORP | $718.76万 | 0.09% | 36,257 | -156 | -0.4% | -$3.09万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $672.61万 | 0.09% | 49,424 | -274 | -0.6% | -$3.73万 | 减仓 |
| HLN | HALEON PLC | $644.14万 | 0.08% | 643,501 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $634.95万 | 0.08% | 25,603 | -2,269 | -8.1% | -$56.27万 | 减仓 |
| INTC | INTEL CORP | $627.93万 | 0.08% | 142,291 | -570 | -0.4% | -$2.52万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $617.23万 | 0.08% | 12,353 | -1,303 | -9.5% | -$65.11万 | 减仓 |
| RPM | RPM INTL INC | $613.56万 | 0.08% | 61,726 | -3,292 | -5.1% | -$32.72万 | 减仓 |
| LQD | ISHARES TR | $608.93万 | 0.08% | 55,870 | -677 | -1.2% | -$7.38万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $596.31万 | 0.08% | 37,926 | -3,265 | -7.9% | -$51.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $582.43万 | 0.08% | 10,091 | 278 | 2.8% | $16.05万 | 加仓 |
| MDB | MONGODB INC | $577.29万 | 0.07% | 23,585 | 4 | 0.0% | $979 | 加仓 |
| VLO | VALERO ENERGY CORP | $576.19万 | 0.07% | 23,320 | 80 | 0.3% | $1.98万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $575.76万 | 0.07% | 22,120 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $572.08万 | 0.07% | 94,324 | 318 | 0.3% | $1.93万 | 加仓 |
| TXN | TEXAS INSTRS INC | $555.49万 | 0.07% | 28,613 | 1,010 | 3.7% | $19.61万 | 加仓 |
| TIP | ISHARES TR | $541.28万 | 0.07% | 49,047 | 1,391 | 2.9% | $15.35万 | 加仓 |
| IJH | ISHARES TR | $531.50万 | 0.07% | 78,706 | 9,841 | 14.3% | $66.46万 | 加仓 |
| STT | STATE STR CORP | $492.69万 | 0.06% | 38,929 | -50 | -0.1% | -$6,328 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $485.62万 | 0.06% | 33,995 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $453.36万 | 0.06% | 57,819 | -1,172 | -2.0% | -$9.19万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $452.80万 | 0.06% | 157,713 | -96,767 | -38.0% | -$277.82万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $450.25万 | 0.06% | 7,450 | 123 | 1.7% | $7.43万 | 加仓 |
| IWO | ISHARES TR | $438.71万 | 0.06% | 13,980 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $427.94万 | 0.06% | 9,283 | -28 | -0.3% | -$1.29万 | 减仓 |
| UNP | UNION PAC CORP | $425.77万 | 0.06% | 17,549 | 106 | 0.6% | $2.57万 | 加仓 |
| OEF | ISHARES TR | $419.44万 | 0.05% | 13,187 | -1,024 | -7.2% | -$32.57万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $405.83万 | 0.05% | 41,251 | -599 | -1.4% | -$5.89万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $404.18万 | 0.05% | 43,316 | -418 | -1.0% | -$3.90万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $398.57万 | 0.05% | 46,764 | -1,015 | -2.1% | -$8.65万 | 减仓 |
| BALL | BALL CORP | $398.36万 | 0.05% | 67,392 | -10,698 | -13.7% | -$63.24万 | 减仓 |
| SYY | SYSCO CORP | $394.52万 | 0.05% | 55,309 | -1,978 | -3.5% | -$14.11万 | 减仓 |
| T | AT&T INC | $386.40万 | 0.05% | 133,287 | 432 | 0.3% | $1.25万 | 加仓 |
| CHEF | CHEFS WHSE INC | $382.00万 | 0.05% | 64,255 | 11,150 | 21.0% | $66.29万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $371.70万 | 0.05% | 26,670 | -105 | -0.4% | -$1.46万 | 减仓 |
| ROL | ROLLINS INC | $367.76万 | 0.05% | 68,856 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $360.69万 | 0.05% | 50,264 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $354.15万 | 0.05% | 6,287 | -94 | -1.5% | -$5.30万 | 减仓 |
| COP | CONOCOPHILLIPS | $352.56万 | 0.05% | 26,709 | -543 | -2.0% | -$7.17万 | 减仓 |
| EOG | EOG RES INC | $350.86万 | 0.05% | 24,269 | -1,950 | -7.4% | -$28.19万 | 减仓 |
| WFC | WELLS FARGO & CO | $349.46万 | 0.05% | 43,897 | -821 | -1.8% | -$6.54万 | 减仓 |
| LOW | LOWES COS INC | $341.38万 | 0.04% | 14,448 | -34 | -0.2% | -$8,034 | 减仓 |
| DIS | DISNEY WALT CO | $328.93万 | 0.04% | 34,128 | -299 | -0.9% | -$2.88万 | 减仓 |
| MDT | MEDTRONIC PLC | $327.22万 | 0.04% | 37,763 | -3,312 | -8.1% | -$28.70万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $323.59万 | 0.04% | 19,571 | 299 | 1.6% | $4.94万 | 加仓 |
| IWB | ISHARES TR | $322.22万 | 0.04% | 9,037 | -8 | -0.1% | -$2,852 | 减仓 |
| SDY | SPDR SERIES TRUST | $322.22万 | 0.04% | 22,079 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $317.90万 | 0.04% | 5,320 | 109 | 2.1% | $6.51万 | 加仓 |
| IGSB | ISHARES TR | $316.72万 | 0.04% | 60,258 | 1,275 | 2.2% | $6.70万 | 加仓 |
| FAST | FASTENAL CO | $312.08万 | 0.04% | 67,259 | 1,075 | 1.6% | $4.99万 | 加仓 |
| VO | VANGUARD INDEX FDS | $301.42万 | 0.04% | 10,496 | 22 | 0.2% | $6,318 | 加仓 |
| FTV | FORTIVE CORP | $299.76万 | 0.04% | 54,225 | -3,570 | -6.2% | -$19.73万 | 减仓 |
| MPC | MARATHON PETE CORP | $297.29万 | 0.04% | 12,175 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $297.16万 | 0.04% | 54,978 | 77 | 0.1% | $4,162 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $295.88万 | 0.04% | 15,593 | -706 | -4.3% | -$13.40万 | 减仓 |
| ADBE | ADOBE INC | $292.50万 | 0.04% | 12,033 | -63,022 | -84.0% | -$1,531.94万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $283.11万 | 0.04% | 92,277 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $282.42万 | 0.04% | 28,450 | 8,170 | 40.3% | $81.10万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $281.27万 | 0.04% | 14,336 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $279.36万 | 0.04% | 10,666 | -88 | -0.8% | -$2.30万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $267.46万 | 0.03% | 140,771 | -3,089 | -2.1% | -$5.87万 | 减仓 |
| GIS | GENERAL MILLS INC | $262.96万 | 0.03% | 70,651 | -7,211 | -9.3% | -$26.84万 | 减仓 |
| EFA | ISHARES TR | $258.09万 | 0.03% | 26,572 | -600 | -2.2% | -$5.83万 | 减仓 |
| HUBB | HUBBELL INC | $249.64万 | 0.03% | 5,087 | 60 | 1.2% | $2.94万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $234.02万 | 0.03% | 2,614 | 109 | 4.4% | $9.76万 | 加仓 |
| CI | THE CIGNA GROUP | $230.90万 | 0.03% | 8,656 | -18 | -0.2% | -$4,802 | 减仓 |
| IWF | ISHARES TR | $230.77万 | 0.03% | 5,412 | -77 | -1.4% | -$3.28万 | 减仓 |
| AMAT | APPLIED MATLS INC | $230.23万 | 0.03% | 6,736 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $226.36万 | 0.03% | 7,601 | 3,863 | 103.3% | $115.04万 | 加仓 |
| — | HONEYWELL INTL INC | $221.51万 | 0.03% | 9,800 | -1,184 | -10.8% | -$26.76万 | 减仓 |
| IWR | ISHARES TR | $218.14万 | 0.03% | 22,435 | -120 | -0.5% | -$1.17万 | 减仓 |
| IEFA | ISHARES TR | $218.10万 | 0.03% | 24,092 | 9,795 | 68.5% | $88.67万 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $214.22万 | 0.03% | 205,784 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $206.03万 | 0.03% | 4,765 | -75 | -1.5% | -$3.24万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $203.78万 | 0.03% | 2,987 | 4 | 0.1% | $2,729 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $196.00万 | 0.03% | 9,419 | 350 | 3.9% | $7.28万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $195.15万 | 0.03% | 32,645 | -2,407 | -6.9% | -$14.39万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $191.80万 | 0.02% | 18,663 | -220 | -1.2% | -$2.26万 | 减仓 |
| SPGI | S&P GLOBAL INC | $186.26万 | 0.02% | 4,379 | -50 | -1.1% | -$2.13万 | 减仓 |
| TSLA | TESLA INC | $181.45万 | 0.02% | 4,881 | -6 | -0.1% | -$2,231 | 减仓 |
| USMV | ISHARES TR | $177.28万 | 0.02% | 19,116 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $165.51万 | 0.02% | 1,721 | -19 | -1.1% | -$1.83万 | 减仓 |
| BX | BLACKSTONE INC | $163.60万 | 0.02% | 14,227 | -604 | -4.1% | -$6.95万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $157.64万 | 0.02% | 16,341 | -511 | -3.0% | -$4.93万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $157.54万 | 0.02% | 37,420 | 0 | 0.0% | — | 不变 |
| NBN | NORTHEAST BK PORTLAND ME | $157.32万 | 0.02% | 14,000 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $153.27万 | 0.02% | 5,280 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $150.66万 | 0.02% | 10,334 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $147.68万 | 0.02% | 3,432 | 830 | 31.9% | $35.71万 | 加仓 |
| DVY | ISHARES TR | $143.10万 | 0.02% | 9,451 | 35 | 0.4% | $5,299 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $140.14万 | 0.02% | 4,083 | -76 | -1.8% | -$2.61万 | 减仓 |
| MAS | MASCO CORP | $139.75万 | 0.02% | 23,149 | -1,000 | -4.1% | -$6.04万 | 减仓 |
| ALL | ALLSTATE CORP | $137.65万 | 0.02% | 6,639 | 200 | 3.1% | $4.15万 | 加仓 |