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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5.40亿 | 6.98% | 3,096,403 | -240,909 | -7.2% | -$4,201.45万 | 减仓 |
| AAPL | APPLE INC | $4.26亿 | 5.51% | 1,679,909 | -22,288 | -1.3% | -$565.65万 | 减仓 |
| GOOG | ALPHABET INC | $3.36亿 | 4.35% | 1,172,363 | -14,503 | -1.2% | -$416.03万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.26亿 | 4.22% | 881,583 | -5,877 | -0.7% | -$217.55万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.61亿 | 3.38% | 2,832,170 | -37,617 | -1.3% | -$347.24万 | 减仓 |
| V | VISA INC | $2.17亿 | 2.81% | 719,551 | -6,171 | -0.9% | -$186.51万 | 减仓 |
| RTX | RTX CORPORATION | $2.11亿 | 2.73% | 1,094,594 | -28,646 | -2.6% | -$552.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.92亿 | 2.48% | 652,907 | -13,050 | -2.0% | -$383.88万 | 减仓 |
| SYK | STRYKER CORPORATION | $1.67亿 | 2.16% | 509,055 | -3,424 | -0.7% | -$112.51万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.61亿 | 2.08% | 161,366 | -979 | -0.6% | -$97.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.61亿 | 2.08% | 657,528 | -12,566 | -1.9% | -$307.16万 | 减仓 |
| LLY | ELI LILLY & CO | $1.55亿 | 2.00% | 168,235 | 417 | 0.2% | $38.35万 | 加仓 |
| HD | HOME DEPOT INC | $1.41亿 | 1.82% | 428,694 | 214 | 0.0% | $7.04万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1.26亿 | 1.63% | 386,756 | -7,199 | -1.8% | -$234.64万 | 减仓 |
| ECL | ECOLAB INC | $1.25亿 | 1.62% | 470,443 | -1,721 | -0.4% | -$45.78万 | 减仓 |
| TJX | TJX COS INC NEW | $1.23亿 | 1.59% | 771,975 | -5,992 | -0.8% | -$95.69万 | 减仓 |
| AMZN | AMAZON COM INC | $1.18亿 | 1.53% | 567,966 | 4,800 | 0.9% | $99.97万 | 加仓 |
| GOOGL | ALPHABET INC | $1.18亿 | 1.52% | 409,445 | -11,680 | -2.8% | -$335.87万 | 减仓 |
| DHR | DANAHER CORP DEL | $1.16亿 | 1.50% | 612,657 | -6,338 | -1.0% | -$120.17万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1.10亿 | 1.43% | 763,852 | -4,376 | -0.6% | -$63.21万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9,964.00万 | 1.29% | 161,554 | -5,199 | -3.1% | -$320.65万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $9,809.11万 | 1.27% | 219,669 | 1,471 | 0.7% | $65.69万 | 加仓 |
| IDXX | IDEXX LABS INC | $9,449.93万 | 1.22% | 168,181 | -101 | -0.1% | -$5.68万 | 减仓 |
| MCD | MCDONALDS CORP | $9,447.69万 | 1.22% | 303,989 | -2,417 | -0.8% | -$75.12万 | 减仓 |
| CVX | CHEVRON CORPORATION | $8,287.11万 | 1.07% | 400,536 | -7,159 | -1.8% | -$148.12万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $7,708.61万 | 1.00% | 173,461 | -417 | -0.2% | -$18.53万 | 减仓 |
| META | META PLATFORMS INC | $7,664.78万 | 0.99% | 133,969 | 3,938 | 3.0% | $225.31万 | 加仓 |
| WSO | WATSCO INC | $7,632.51万 | 0.99% | 209,805 | -913 | -0.4% | -$33.21万 | 减仓 |
| ABBV | ABBVIE INC | $7,473.29万 | 0.97% | 343,615 | -2,332 | -0.7% | -$50.72万 | 减仓 |
| AVGO | BROADCOM INC | $7,472.85万 | 0.97% | 241,441 | 11,865 | 5.2% | $367.23万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $7,416.74万 | 0.96% | 58,807 | -541 | -0.9% | -$68.23万 | 减仓 |
| RMD | RESMED INC | $7,327.19万 | 0.95% | 326,407 | -1,964 | -0.6% | -$44.09万 | 减仓 |
| IRM | IRON MTN INC DEL | $6,660.22万 | 0.86% | 652,068 | -4,296 | -0.7% | -$43.88万 | 减仓 |
| WMT | WALMART INC | $6,501.06万 | 0.84% | 523,098 | -12,131 | -2.3% | -$150.76万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $6,466.53万 | 0.84% | 629,836 | -2,075 | -0.3% | -$21.30万 | 减仓 |
| PEP | PEPSICO INC | $6,459.72万 | 0.84% | 415,977 | -13,196 | -3.1% | -$204.92万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $6,373.74万 | 0.82% | 180,120 | -14,343 | -7.4% | -$507.54万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6,352.05万 | 0.82% | 293,288 | -990 | -0.3% | -$21.44万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $6,273.00万 | 0.81% | 675,388 | -639 | -0.1% | -$5.94万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,218.39万 | 0.80% | 970,411 | 3,028 | 0.3% | $19.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,632.32万 | 0.73% | 117,536 | -1,095 | -0.9% | -$52.47万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $5,227.89万 | 0.68% | 209,888 | -2,752 | -1.3% | -$68.55万 | 减仓 |
| LIN | LINDE PLC | $5,218.82万 | 0.67% | 105,270 | 700 | 0.7% | $34.70万 | 加仓 |
| XYL | XYLEM INC | $4,945.60万 | 0.64% | 413,855 | 12,023 | 3.0% | $143.68万 | 加仓 |
| CSCO | CISCO SYS INC | $4,915.70万 | 0.64% | 633,547 | -8,929 | -1.4% | -$69.28万 | 减仓 |
| — | EXXON MOBIL CORP | $4,835.00万 | 0.63% | 284,982 | -4,032 | -1.4% | -$68.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,818.65万 | 0.62% | 300,564 | 66,141 | 28.2% | $1,060.37万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,766.40万 | 0.62% | 138,096 | -2,788 | -2.0% | -$96.23万 | 减仓 |
| BAC | BANK AMERICA CORP | $4,760.92万 | 0.62% | 976,595 | -13,383 | -1.4% | -$65.24万 | 减仓 |
| CSL | CARLISLE COS INC | $4,686.23万 | 0.61% | 140,466 | 8,940 | 6.8% | $298.26万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $4,576.62万 | 0.59% | 10,870 | 215 | 2.0% | $90.52万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4,550.41万 | 0.59% | 223,960 | -2,548 | -1.1% | -$51.77万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,371.38万 | 0.57% | 88,934 | -150 | -0.2% | -$7.37万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $4,348.55万 | 0.56% | 996,003 | -44,696 | -4.3% | -$195.14万 | 减仓 |
| AOS | SMITH A O CORP | $3,823.08万 | 0.49% | 579,780 | -6,037 | -1.0% | -$39.81万 | 减仓 |
| MRK | MERCK & CO INC | $3,817.62万 | 0.49% | 317,368 | -4,861 | -1.5% | -$58.47万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $3,535.91万 | 0.46% | 378,902 | -28,420 | -7.0% | -$265.22万 | 减仓 |
| AFL | AFLAC INC | $3,477.93万 | 0.45% | 317,011 | -4,237 | -1.3% | -$46.48万 | 减仓 |
| PAYX | PAYCHEX INC | $3,335.81万 | 0.43% | 362,116 | -6,357 | -1.7% | -$58.56万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3,274.36万 | 0.42% | 652,264 | -12,400 | -1.9% | -$62.25万 | 减仓 |
| CTAS | CINTAS CORP | $3,220.75万 | 0.42% | 190,419 | -88 | -0.0% | -$1.49万 | 减仓 |
| DOV | DOVER CORP | $2,990.07万 | 0.39% | 143,443 | -739 | -0.5% | -$15.40万 | 减仓 |
| NOW | SERVICENOW INC | $2,978.27万 | 0.39% | 284,864 | 58,687 | 25.9% | $613.58万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,967.37万 | 0.38% | 45,628 | -10,530 | -18.8% | -$684.81万 | 减仓 |
| GSK | GSK PLC | $2,862.14万 | 0.37% | 518,597 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $2,830.79万 | 0.37% | 631,873 | -65,089 | -9.3% | -$291.60万 | 减仓 |
| FISV | FISERV INC | $2,825.68万 | 0.37% | 506,394 | -50,990 | -9.1% | -$284.52万 | 减仓 |
| EQIX | EQUINIX INC | $2,528.43万 | 0.33% | 25,794 | 615 | 2.4% | $60.28万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,473.20万 | 0.32% | 81,764 | -5,482 | -6.3% | -$165.82万 | 减仓 |
| CMI | CUMMINS INC | $2,303.32万 | 0.30% | 42,811 | -1,559 | -3.5% | -$83.88万 | 减仓 |
| MCO | MOODYS CORP | $2,215.94万 | 0.29% | 50,795 | 580 | 1.2% | $25.30万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $2,164.97万 | 0.28% | 477,916 | -9,931 | -2.0% | -$44.99万 | 减仓 |
| KO | COCA COLA CO | $2,137.90万 | 0.28% | 281,117 | -2,470 | -0.9% | -$18.78万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,893.69万 | 0.24% | 245,678 | -902 | -0.4% | -$6.95万 | 减仓 |
| SHOP | SHOPIFY INC | $1,821.19万 | 0.24% | 153,531 | 597 | 0.4% | $7.08万 | 加仓 |
| OMC | OMNICOM GROUP INC | $1,795.16万 | 0.23% | 238,369 | -14,131 | -5.6% | -$106.42万 | 减仓 |
| QCOM | QUALCOMM INC | $1,780.40万 | 0.23% | 138,251 | -1,785 | -1.3% | -$22.99万 | 减仓 |
| KMX | CARMAX INC | $1,774.77万 | 0.23% | 426,833 | -19,740 | -4.4% | -$82.08万 | 减仓 |
| PFF | ISHARES TR | $1,772.94万 | 0.23% | 584,741 | -9,686 | -1.6% | -$29.37万 | 减仓 |
| IJR | ISHARES TR | $1,754.57万 | 0.23% | 141,144 | 3,169 | 2.3% | $39.39万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,718.39万 | 0.22% | 187,249 | -27,026 | -12.6% | -$248.02万 | 减仓 |
| ORCL | ORACLE CORP | $1,676.10万 | 0.22% | 113,935 | 1,280 | 1.1% | $18.83万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,669.15万 | 0.22% | 84,177 | -3,877 | -4.4% | -$76.88万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,611.58万 | 0.21% | 224,048 | -30,703 | -12.1% | -$220.85万 | 减仓 |
| CGNX | COGNEX CORP | $1,581.85万 | 0.20% | 322,893 | -7,745 | -2.3% | -$37.94万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,447.46万 | 0.19% | 110,476 | -2,698 | -2.4% | -$35.35万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,437.47万 | 0.19% | 179,504 | -2,167 | -1.2% | -$17.35万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,437.41万 | 0.19% | 100,357 | -1,902 | -1.9% | -$27.24万 | 减仓 |
| CAT | CATERPILLAR INC | $1,348.27万 | 0.17% | 19,031 | -374 | -1.9% | -$26.50万 | 减仓 |
| SNPS | SYNOPSYS INC | $1,327.85万 | 0.17% | 33,491 | -2,065 | -5.8% | -$81.87万 | 减仓 |
| GE | GE AEROSPACE | $1,299.16万 | 0.17% | 45,782 | 499 | 1.1% | $14.16万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,295.46万 | 0.17% | 53,445 | -466 | -0.9% | -$11.30万 | 减仓 |
| NFLX | NETFLIX INC. | $1,138.88万 | 0.15% | 118,448 | 115,125 | 3,464.5% | $1,106.93万 | 加仓 |
| IVV | ISHARES TR | $1,114.64万 | 0.14% | 17,064 | -1,276 | -7.0% | -$83.35万 | 减仓 |
| MZTI | MARZETTI COMPANY | $1,001.83万 | 0.13% | 72,423 | -120 | -0.2% | -$1.66万 | 减仓 |
| PFE | PFIZER INC | $973.21万 | 0.13% | 346,584 | -9,079 | -2.6% | -$25.49万 | 减仓 |
| GEV | GE VERNOVA INC | $971.01万 | 0.13% | 11,124 | 124 | 1.1% | $10.82万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $966.23万 | 0.12% | 33,262 | -250 | -0.7% | -$7.26万 | 减仓 |
| NVS | NOVARTIS AG | $880.24万 | 0.11% | 57,626 | -3,462 | -5.7% | -$52.88万 | 减仓 |
| AMGN | AMGEN INC | $874.21万 | 0.11% | 24,846 | -85 | -0.3% | -$2.99万 | 减仓 |