Boston Trust Walden Corp
BOSTON MA · SEC CIK 0001534866
$131.33亿2026Q2 申报市值
396持仓数
18.9%前十大占比 · 第一大 3.2%
16 / 9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
MTD 加仓+$5,453.69万
LII 新建仓+$4,279.59万
VLTO 加仓+$4,202.83万
BCPC 新建仓+$3,233.42万
NVDA 加仓+$3,207.44万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1.03亿
COO 减仓-$6,187.57万
MKC 减仓-$4,587.27万
PRGS 清仓-$4,412.63万
ON 减仓-$3,928.38万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4.20亿 | 3.20% | 1,452,559 | -37,965 | -2.5% | -$1,098.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.59亿 | 2.73% | 961,305 | -7,856 | -0.8% | -$293.04万 | 减仓 |
| GOOGL | ALPHABET INC-A | $2.90亿 | 2.21% | 812,426 | -46,818 | -5.4% | -$1,673.13万 | 减仓 |
| GOOG | ALPHABET INC-CL C | $2.62亿 | 2.00% | 742,061 | -31,127 | -4.0% | -$1,099.81万 | 减仓 |
| NVDA | NVIDIA CORP | $2.53亿 | 1.92% | 1,262,697 | 160,300 | 14.5% | $3,207.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2.38亿 | 1.81% | 726,541 | -13,136 | -1.8% | -$429.98万 | 减仓 |
| AMAT | APPLIED MATERIALS, INC. | $1.67亿 | 1.27% | 231,137 | -53,466 | -18.8% | -$3,865.59万 | 减仓 |
| DCI | DONALDSON CO INC | $1.66亿 | 1.26% | 1,846,607 | -53,809 | -2.8% | -$483.04万 | 减仓 |
| HUBB | HUBBELL INC | $1.65亿 | 1.26% | 316,270 | -11,699 | -3.6% | -$612.09万 | 减仓 |
| ATR | APTARGROUP INC | $1.63亿 | 1.24% | 1,303,726 | -45,763 | -3.4% | -$572.95万 | 减仓 |
| V | VISA INC | $1.60亿 | 1.22% | 466,632 | -9,627 | -2.0% | -$330.29万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.48亿 | 1.12% | 580,833 | -13,228 | -2.2% | -$335.95万 | 减仓 |
| AIT | APPLIED INDUSTRIAL TECH INC | $1.45亿 | 1.10% | 427,345 | -12,091 | -2.8% | -$408.86万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES-A | $1.44亿 | 1.10% | 368,967 | -10,057 | -2.7% | -$393.68万 | 减仓 |
| CINF | CINCINNATI FINANCIAL CORP | $1.37亿 | 1.04% | 737,311 | -18,536 | -2.5% | -$343.18万 | 减仓 |
| LFUS | LITTELFUSE INC | $1.36亿 | 1.03% | 298,327 | 6,934 | 2.4% | $315.73万 | 加仓 |
| QLYS | QUALYS INC | $1.35亿 | 1.03% | 984,889 | -25,487 | -2.5% | -$350.42万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $1.35亿 | 1.03% | 1,147,532 | -123,622 | -9.7% | -$1,452.06万 | 减仓 |
| GMED | GLOBUS MEDICAL INC-A | $1.24亿 | 0.95% | 1,573,361 | 318,451 | 25.4% | $2,516.08万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $1.22亿 | 0.93% | 2,114,015 | 179,879 | 9.3% | $1,038.80万 | 加仓 |
| CFR | CULLEN/FROST BANKERS INC | $1.13亿 | 0.86% | 732,331 | -235,518 | -24.3% | -$3,639.22万 | 减仓 |
| KLAC | KLA-TENCOR CORPORATION | $1.12亿 | 0.85% | 370,140 | -18,140 | -4.7% | -$547.30万 | 减仓 |
| BMI | BADGER METER INC | $1.08亿 | 0.82% | 728,961 | 198,792 | 37.5% | $2,949.68万 | 加仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL | $1.08亿 | 0.82% | 84,386 | 42,690 | 102.4% | $5,453.69万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1.07亿 | 0.81% | 443,123 | -45,538 | -9.3% | -$1,097.33万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $1.04亿 | 0.79% | 110,811 | -1,998 | -1.8% | -$186.91万 | 减仓 |
| AYI | ACUITY INC | $1.02亿 | 0.78% | 270,642 | 17,911 | 7.1% | $674.64万 | 加仓 |
| CB | CHUBB LTD | $1.02亿 | 0.77% | 298,391 | -7,008 | -2.3% | -$238.79万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES CRP | $9,923.67万 | 0.76% | 1,306,605 | 218,944 | 20.1% | $1,662.88万 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $9,912.50万 | 0.75% | 898,930 | -31,832 | -3.4% | -$351.01万 | 减仓 |
| CVCO | CAVCO INDUSTRIES INC | $9,566.70万 | 0.73% | 155,713 | 15,930 | 11.4% | $978.71万 | 加仓 |
| NTAP | NETAPP INC | $9,518.89万 | 0.72% | 615,074 | -16,378 | -2.6% | -$253.47万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $9,437.52万 | 0.72% | 2,463,461 | -17,987 | -0.7% | -$68.91万 | 减仓 |
| DE | DEERE & CO | $9,424.11万 | 0.72% | 148,568 | -6,808 | -4.4% | -$431.85万 | 减仓 |
| CHE | CHEMED CORP | $9,374.20万 | 0.71% | 201,275 | -3,922 | -1.9% | -$182.66万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $9,288.46万 | 0.71% | 2,440,479 | -109,508 | -4.3% | -$416.79万 | 减仓 |
| SYK | STRYKER CORP | $9,243.36万 | 0.70% | 293,589 | 13,585 | 4.9% | $427.71万 | 加仓 |
| SFM | SPROUTS FARMERS MARKET INC | $9,177.18万 | 0.70% | 1,085,030 | 59,675 | 5.8% | $504.73万 | 加仓 |
| ROST | ROSS STORES INC | $9,082.67万 | 0.69% | 426,717 | -54,957 | -11.4% | -$1,169.76万 | 减仓 |
| ATEN | A10 NETWORKS INC | $9,029.19万 | 0.69% | 2,416,808 | 243,547 | 11.2% | $909.89万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $8,986.64万 | 0.68% | 401,279 | -7,946 | -1.9% | -$177.95万 | 减仓 |
| SNA | SNAP ON INC | $8,960.67万 | 0.68% | 222,681 | -3,326 | -1.5% | -$133.84万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $8,915.74万 | 0.68% | 336,278 | 19,206 | 6.1% | $509.21万 | 加仓 |
| IEX | IDEX CORP COM | $8,855.48万 | 0.67% | 390,195 | -62,519 | -13.8% | -$1,418.87万 | 减仓 |
| NDSN | NORDSON CORPORATION | $8,851.00万 | 0.67% | 293,381 | -8,380 | -2.8% | -$252.82万 | 减仓 |
| SEIC | SEI INVESTMENTS COMPANY | $8,694.69万 | 0.66% | 991,300 | -48,431 | -4.7% | -$424.79万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $8,477.13万 | 0.65% | 1,083,062 | 403,499 | 59.4% | $3,158.19万 | 加仓 |
| MEDP | MEDPACE HOLDINGS INC | $8,236.02万 | 0.63% | 155,517 | 14,907 | 10.6% | $789.46万 | 加仓 |
| UNP | UNION PACIFIC CORP | $8,123.47万 | 0.62% | 298,657 | -11,274 | -3.6% | -$306.65万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $8,108.91万 | 0.62% | 261,620 | -6,863 | -2.6% | -$212.72万 | 减仓 |
| OGS | ONE GAS INC | $8,057.24万 | 0.61% | 1,045,444 | -40,815 | -3.8% | -$314.56万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $7,851.52万 | 0.60% | 3,451,218 | 19,667 | 0.6% | $44.74万 | 加仓 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $7,848.77万 | 0.60% | 295,611 | -10,259 | -3.4% | -$272.39万 | 减仓 |
| ALLE | ALLEGION PLC | $7,804.15万 | 0.59% | 555,495 | -11,297 | -2.0% | -$158.71万 | 减仓 |
| BJ | BJ'S WHOLESALE CLUB HOLDINGS | $7,701.01万 | 0.59% | 882,941 | -29,451 | -3.2% | -$256.87万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $7,592.73万 | 0.58% | 224,471 | -2,115 | -0.9% | -$71.54万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $7,391.58万 | 0.56% | 882,471 | 304,866 | 52.8% | $2,553.56万 | 加仓 |
| FFIV | F5 INC | $7,378.30万 | 0.56% | 177,380 | 78 | 0.0% | $3.24万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $7,205.91万 | 0.55% | 442,135 | -10,422 | -2.3% | -$169.86万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $7,134.27万 | 0.54% | 509,809 | -15,882 | -3.0% | -$222.25万 | 减仓 |
| GWW | WW GRAINGER INC | $7,094.89万 | 0.54% | 52,153 | -1,503 | -2.8% | -$204.47万 | 减仓 |
| IDA | IDACORP INC | $7,071.23万 | 0.54% | 467,365 | -12,246 | -2.6% | -$185.28万 | 减仓 |
| PEP | PEPSICO INC | $6,961.35万 | 0.53% | 514,132 | -3,990 | -0.8% | -$54.02万 | 减仓 |
| VLTO | VERALTO CORP | $6,905.22万 | 0.53% | 778,667 | 473,932 | 155.5% | $4,202.83万 | 加仓 |
| RPM | RPM INTERNATIONAL INC | $6,818.87万 | 0.52% | 613,484 | -17,021 | -2.7% | -$189.19万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $6,806.10万 | 0.52% | 359,256 | -19,269 | -5.1% | -$365.05万 | 减仓 |
| SYY | SYSCO CORP | $6,737.05万 | 0.51% | 806,060 | -74,887 | -8.5% | -$625.91万 | 减仓 |
| CRL | CHARLES RIVER LABORATORIES INT | $6,552.35万 | 0.50% | 288,917 | 3,492 | 1.2% | $79.20万 | 加仓 |
| WSM | WILLIAMS-SONOMA INC | $6,413.80万 | 0.49% | 275,152 | 43,875 | 19.0% | $1,022.73万 | 加仓 |
| STE | STERIS PLC | $6,326.58万 | 0.48% | 300,450 | -7,378 | -2.4% | -$155.36万 | 减仓 |
| UNH | UNITED HEALTH GROUP INC | $6,313.05万 | 0.48% | 151,891 | -1,690 | -1.1% | -$70.24万 | 减仓 |
| PLXS | PLEXUS CORP | $6,254.66万 | 0.48% | 208,024 | -88,455 | -29.8% | -$2,659.58万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $6,116.86万 | 0.47% | 316,558 | 85,728 | 37.1% | $1,656.52万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $6,100.22万 | 0.46% | 2,384,760 | -843,146 | -26.1% | -$2,156.77万 | 减仓 |
| PG | PROCTER & GAMBLE CO/THE | $5,971.81万 | 0.45% | 407,243 | -2,772 | -0.7% | -$40.65万 | 减仓 |
| VMI | VALMONT INDUSTRIES | $5,888.34万 | 0.45% | 101,945 | 8,172 | 8.7% | $472.01万 | 加仓 |
| ON | ON SEMICONDUCTOR CORPORATION | $5,886.25万 | 0.45% | 622,620 | -415,526 | -40.0% | -$3,928.38万 | 减仓 |
| DT | DYNATRACE INC | $5,754.87万 | 0.44% | 1,310,606 | 187,833 | 16.7% | $824.77万 | 加仓 |
| MRK | MERCK & CO INC NEW | $5,744.75万 | 0.44% | 447,062 | -6,132 | -1.4% | -$78.80万 | 减仓 |
| TEL | TE CONNECTIVITY LTD | $5,691.09万 | 0.43% | 282,282 | -1,240 | -0.4% | -$25.00万 | 减仓 |
| AMZN | AMAZON.COM INC | $5,638.36万 | 0.43% | 236,568 | 1,245 | 0.5% | $29.67万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $5,578.27万 | 0.42% | 242,449 | -13,355 | -5.2% | -$307.27万 | 减仓 |
| CBOE | CBOE HOLDINGS INC | $5,554.35万 | 0.42% | 228,885 | -6,153 | -2.6% | -$149.31万 | 减仓 |
| NTRS | NORTHERN TRUST CORPORATION | $5,456.41万 | 0.42% | 313,875 | -98,617 | -23.9% | -$1,714.36万 | 减仓 |
| BALL | BALL CORP | $5,433.82万 | 0.41% | 870,804 | 211,313 | 32.0% | $1,318.59万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $5,399.43万 | 0.41% | 418,269 | -91,355 | -17.9% | -$1,179.30万 | 减仓 |
| META | META PLATFORMS INC | $5,357.56万 | 0.41% | 95,112 | -1,104 | -1.1% | -$62.19万 | 减仓 |
| LSTR | LANDSTAR SYSTEM INC | $5,282.44万 | 0.40% | 255,425 | -13,709 | -5.1% | -$283.52万 | 减仓 |
| AZO | AUTOZONE INC | $5,266.91万 | 0.40% | 16,480 | -92 | -0.6% | -$29.40万 | 减仓 |
| AVY | AVERY DENNISON CORP | $5,106.37万 | 0.39% | 314,528 | -9,247 | -2.9% | -$150.13万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS | $5,042.56万 | 0.38% | 186,437 | -1,927 | -1.0% | -$52.12万 | 减仓 |
| NYT | NEW YORK TIMES CO CL A | $4,977.78万 | 0.38% | 711,314 | -32,924 | -4.4% | -$230.40万 | 减仓 |
| CPT | CAMDEN PROPERTY TRUST | $4,974.66万 | 0.38% | 434,506 | -7,683 | -1.7% | -$87.96万 | 减仓 |
| MSM | MSC INDUSTRIAL DIRECT CO-A | $4,941.66万 | 0.38% | 415,440 | -71,068 | -14.6% | -$845.35万 | 减仓 |
| MAS | MASCO CORP COM | $4,906.14万 | 0.37% | 602,943 | -110,655 | -15.5% | -$900.40万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO-A | $4,878.56万 | 0.37% | 312,768 | 457 | 0.1% | $7.13万 | 加仓 |
| JKHY | JACK HENRY & ASSOCIATES INC | $4,872.24万 | 0.37% | 353,727 | -10,615 | -2.9% | -$146.21万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $4,848.49万 | 0.37% | 281,447 | -43,480 | -13.4% | -$749.03万 | 减仓 |
| ORCL | ORACLE CORP | $4,796.39万 | 0.37% | 327,287 | -30,024 | -8.4% | -$440.00万 | 减仓 |
| ACN | ACCENTURE PLC-CL A | $4,780.05万 | 0.36% | 384,125 | -17,008 | -4.2% | -$211.65万 | 减仓 |