Boston Trust Walden Corp
BOSTON MA · SEC CIK 0001534866
$121.62亿2026Q1 申报市值
388持仓数
18.5%前十大占比 · 第一大 3.1%
14 / 11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
ON 加仓+$5,398.10万
BALL 加仓+$3,314.50万
VLTO 加仓+$2,505.52万
LIN 加仓+$2,384.46万
ESAB 新建仓+$2,316.04万
2026Q1 卖出最多 按季末市值估算
TER 减仓-$1.23亿
CSG SYSTEMS INTL 减仓-$5,290.80万
EXLS 减仓-$5,188.10万
DCI 减仓-$4,176.99万
AMAT 减仓-$3,986.09万
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 |
|---|---|---|---|---|---|---|---|---|
| CPT | CAMDEN PROPERTY TRUST | $4,318.42万 | 0.36% | 442,189 | -10,049 | -2.2% | -$98.14万 | 减仓 |
| LSTR | LANDSTAR SYSTEM INC | $4,314.49万 | 0.35% | 269,134 | -35,346 | -11.6% | -$566.63万 | 减仓 |
| MAS | MASCO CORP COM | $4,307.99万 | 0.35% | 713,598 | 195,509 | 37.7% | $1,180.29万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES | $4,261.04万 | 0.35% | 750,579 | -102,898 | -12.1% | -$584.15万 | 减仓 |
| GPC | GENUINE PARTS CO | $4,246.96万 | 0.35% | 401,604 | 122,780 | 44.0% | $1,298.40万 | 加仓 |
| ADI | ANALOG DEVICES INC | $4,242.94万 | 0.35% | 133,367 | -8,567 | -6.0% | -$272.55万 | 减仓 |
| WSM | WILLIAMS-SONOMA INC | $4,216.87万 | 0.35% | 231,277 | -46,108 | -16.6% | -$840.69万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $4,204.73万 | 0.35% | 345,954 | 33,537 | 10.7% | $407.61万 | 加仓 |
| DOX | AMDOCS LTD ORD | $4,193.38万 | 0.34% | 642,565 | -16,462 | -2.5% | -$107.43万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTOR | $4,155.84万 | 0.34% | 290,923 | -57,775 | -16.6% | -$825.32万 | 减仓 |
| UNH | UNITED HEALTH GROUP INC | $4,155.75万 | 0.34% | 153,581 | -1,745 | -1.1% | -$47.22万 | 减仓 |
| DT | DYNATRACE INC | $4,152.01万 | 0.34% | 1,122,773 | -30,567 | -2.7% | -$113.04万 | 减仓 |
| — | TOPBUILD CORP | $4,038.44万 | 0.33% | 114,957 | -32,742 | -22.2% | -$1,150.23万 | 减仓 |
| CPK | CHESAPEAKE UTILITIES CORP | $4,029.03万 | 0.33% | 318,828 | -46,525 | -12.7% | -$587.94万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO-A | $3,955.73万 | 0.33% | 312,311 | -7,547 | -2.4% | -$95.59万 | 减仓 |
| BKNG | BOOKING HLDGS INC | $3,934.54万 | 0.32% | 9,345 | 95 | 1.0% | $40.00万 | 加仓 |
| BALL | BALL CORP | $3,898.25万 | 0.32% | 659,491 | 560,734 | 567.8% | $3,314.50万 | 加仓 |
| FELE | FRANKLIN ELECTRIC CO INC | $3,833.83万 | 0.32% | 415,952 | -158,305 | -27.6% | -$1,459.10万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC | $3,813.08万 | 0.31% | 643,340 | -70,432 | -9.9% | -$417.45万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $3,811.93万 | 0.31% | 230,830 | -5,932 | -2.5% | -$97.96万 | 减仓 |
| VMI | VALMONT INDUSTRIES | $3,746.89万 | 0.31% | 93,773 | -13,266 | -12.4% | -$530.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $3,670.91万 | 0.30% | 76,605 | -878 | -1.1% | -$42.07万 | 减仓 |
| CUBE | CUBESMART | $3,595.32万 | 0.30% | 980,989 | -22,195 | -2.2% | -$81.34万 | 减仓 |
| NFLX | NETFLIX INC | $3,558.44万 | 0.29% | 370,093 | 226,903 | 158.5% | $2,181.67万 | 加仓 |
| SLGN | SILGAN HOLDINGS INC | $3,545.87万 | 0.29% | 913,884 | -619,895 | -40.4% | -$2,405.19万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $3,523.31万 | 0.29% | 378,525 | -49,211 | -11.5% | -$458.06万 | 减仓 |
| CNS | COHEN & STEERS INC | $3,493.00万 | 0.29% | 558,433 | -73,670 | -11.7% | -$460.81万 | 减仓 |
| COP | CONOCOPHILLIPS | $3,463.32万 | 0.28% | 262,373 | -28,458 | -9.8% | -$375.65万 | 减仓 |
| MS | MORGAN STANLEY | $3,434.92万 | 0.28% | 208,721 | -7,632 | -3.5% | -$125.60万 | 减仓 |
| PSMT | PRICESMART INC | $3,434.47万 | 0.28% | 228,204 | -30,046 | -11.6% | -$452.19万 | 减仓 |
| MRSH | MARSH INC | $3,422.17万 | 0.28% | 197,300 | -7,355 | -3.6% | -$127.57万 | 减仓 |
| UPS | UNITED PARCEL SERVICE-CL B | $3,371.93万 | 0.28% | 342,745 | -26,069 | -7.1% | -$256.47万 | 减仓 |
| TTC | TORO CO | $3,295.84万 | 0.27% | 352,723 | -43,182 | -10.9% | -$403.49万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $3,290.95万 | 0.27% | 55,074 | -1,387 | -2.5% | -$82.88万 | 减仓 |
| BLK | BLACKROCK, INC. | $3,226.06万 | 0.27% | 33,545 | -1,541 | -4.4% | -$148.20万 | 减仓 |
| MZTI | MARZETTI COMPANY | $3,217.50万 | 0.26% | 232,596 | -31,090 | -11.8% | -$430.07万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $3,207.57万 | 0.26% | 425,463 | -50,748 | -10.7% | -$382.59万 | 减仓 |
| WAT | WATERS CORP | $3,143.01万 | 0.26% | 105,541 | -6,866 | -6.1% | -$204.47万 | 减仓 |
| LIN | LINDE PLC | $3,130.28万 | 0.26% | 63,141 | 48,097 | 319.7% | $2,384.46万 | 加仓 |
| GDDY | GODADDY INC | $3,119.99万 | 0.26% | 377,403 | 8,228 | 2.2% | $68.02万 | 加仓 |
| FTNT | FORTINET INC | $3,101.72万 | 0.26% | 379,554 | 1,508 | 0.4% | $12.32万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $3,052.88万 | 0.25% | 384,785 | 73,120 | 23.5% | $580.13万 | 加仓 |
| BDX | BECTON DICKINSON AND CO | $3,012.72万 | 0.25% | 191,612 | -3,373 | -1.7% | -$53.03万 | 减仓 |
| USPH | U.S. PHYSICAL THERAPY INC | $2,999.22万 | 0.25% | 400,109 | -52,205 | -11.5% | -$391.33万 | 减仓 |
| AMGN | AMGEN INC. | $2,974.96万 | 0.24% | 84,552 | 12,647 | 17.6% | $444.98万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $2,957.34万 | 0.24% | 577,605 | -69,139 | -10.7% | -$353.99万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,937.97万 | 0.24% | 59,772 | 15,799 | 35.9% | $776.57万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC COM | $2,931.09万 | 0.24% | 1,239,360 | -154,738 | -11.1% | -$365.96万 | 减仓 |
| VSGX | VANGUARD ESG INTL STOCK ETF | $2,850.74万 | 0.23% | 397,426 | 52,520 | 15.2% | $376.73万 | 加仓 |
| HRB | BLOCK H & R INC | $2,841.48万 | 0.23% | 895,236 | 118,927 | 15.3% | $377.47万 | 加仓 |
| HAE | HAEMONETICS CORP/MASS | $2,828.62万 | 0.23% | 501,885 | -78,765 | -13.6% | -$443.92万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $2,781.64万 | 0.23% | 95,757 | -92,496 | -49.1% | -$2,686.92万 | 减仓 |
| DHI | D R HORTON INC | $2,773.63万 | 0.23% | 202,130 | -21,299 | -9.5% | -$292.26万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $2,755.28万 | 0.23% | 318,750 | -46,697 | -12.8% | -$403.65万 | 减仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $2,753.37万 | 0.23% | 904,225 | -1,703,811 | -65.3% | -$5,188.10万 | 减仓 |
| DLB | DOLBY LABORATORIES INC-CL A | $2,699.88万 | 0.22% | 449,530 | -435,704 | -49.2% | -$2,616.84万 | 减仓 |
| VLTO | VERALTO CORP | $2,694.47万 | 0.22% | 304,735 | 283,366 | 1,326.1% | $2,505.52万 | 加仓 |
| CATY | CATHAY GENRAL BANCORP | $2,621.72万 | 0.22% | 525,817 | -76,486 | -12.7% | -$381.36万 | 减仓 |
| BIO | BIO RAD LABS INC | $2,606.17万 | 0.21% | 93,495 | 3,657 | 4.1% | $101.94万 | 加仓 |
| QCOM | QUALCOMM INC | $2,562.03万 | 0.21% | 198,946 | -8,620 | -4.2% | -$111.01万 | 减仓 |
| PCTY | PAYLOCITY HOLDING CORP | $2,444.76万 | 0.20% | 226,283 | 68,330 | 43.3% | $738.24万 | 加仓 |
| THG | HANOVER INSURANCE GROUP INC | $2,443.16万 | 0.20% | 140,938 | -29,409 | -17.3% | -$509.81万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $2,405.97万 | 0.20% | 391,725 | -56,240 | -12.6% | -$345.43万 | 减仓 |
| CRVL | CORVEL CORP | $2,377.41万 | 0.20% | 435,025 | -59,127 | -12.0% | -$323.13万 | 减仓 |
| IDCC | INTERDIGITAL INC | $2,361.73万 | 0.19% | 78,203 | -61,012 | -43.8% | -$1,842.56万 | 减仓 |
| UMBF | UMB FINANCIAL CORP | $2,346.07万 | 0.19% | 208,003 | -29,127 | -12.3% | -$328.52万 | 减仓 |
| ESAB | ESAB CORPORATION | $2,316.04万 | 0.19% | 239,607 | 239,607 | — | $2,316.04万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $2,307.20万 | 0.19% | 420,946 | -46,421 | -9.9% | -$254.43万 | 减仓 |
| NKE | NIKE INC -CL B | $2,287.85万 | 0.19% | 433,141 | -5,635 | -1.3% | -$29.76万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,265.86万 | 0.19% | 282,950 | 16,045 | 6.0% | $128.49万 | 加仓 |
| WM | WASTE MGMT INC | $2,262.31万 | 0.19% | 98,451 | 91,629 | 1,343.1% | $2,105.54万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $2,259.04万 | 0.19% | 195,132 | -2,766 | -1.4% | -$32.02万 | 减仓 |
| SRCE | 1ST SOURCE CORP | $2,242.94万 | 0.18% | 324,077 | -48,005 | -12.9% | -$332.24万 | 减仓 |
| A | AGILENT TECHNOLOGIES, INC. | $2,204.79万 | 0.18% | 193,437 | -14,444 | -6.9% | -$164.63万 | 减仓 |
| CVX | CHEVRON CORP | $2,202.00万 | 0.18% | 106,428 | -10,630 | -9.1% | -$219.93万 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $2,201.81万 | 0.18% | 467,079 | -52,829 | -10.2% | -$249.04万 | 减仓 |
| EOG | EOG RES INC | $2,201.03万 | 0.18% | 152,247 | -16,275 | -9.7% | -$235.29万 | 减仓 |
| ADBE | ADOBE INC | $2,156.00万 | 0.18% | 88,695 | 21,475 | 31.9% | $522.01万 | 加仓 |
| CVLT | COMMVAULT SYSTEMS INC | $2,103.24万 | 0.17% | 270,027 | 24,094 | 9.8% | $187.67万 | 加仓 |
| ETN | EATON CORPORATION | $2,102.85万 | 0.17% | 58,793 | 55,252 | 1,560.4% | $1,976.20万 | 加仓 |
| DIS | DISNEY (WALT) CO | $1,978.68万 | 0.16% | 205,300 | 196,810 | 2,318.1% | $1,896.85万 | 加仓 |
| MMSI | MERIT MEDICAL SYSTEMS INC | $1,910.80万 | 0.16% | 277,209 | 277,209 | — | $1,910.80万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $1,864.76万 | 0.15% | 462,606 | -65,020 | -12.3% | -$262.10万 | 减仓 |
| AMPH | AMPHASTAR PHARMACEUTICALS INC | $1,850.84万 | 0.15% | 944,789 | -142,477 | -13.1% | -$279.11万 | 减仓 |
| OII | OCEANEERING INTL INC | $1,842.58万 | 0.15% | 519,477 | -12,702 | -2.4% | -$45.05万 | 减仓 |
| EVR | EVERCORE PARTNERS INC-CL A | $1,830.34万 | 0.15% | 61,316 | 25,587 | 71.6% | $763.80万 | 重新持有 |
| UTL | UNITIL CORP | $1,777.16万 | 0.15% | 340,191 | -45,041 | -11.7% | -$235.29万 | 减仓 |
| LKFN | LAKELAND FINANCIAL CORP | $1,744.02万 | 0.14% | 303,942 | -40,377 | -11.7% | -$231.68万 | 减仓 |
| CHD | CHURCH & DWIGHT INC | $1,697.60万 | 0.14% | 181,912 | -10,221 | -5.3% | -$95.38万 | 减仓 |
| MCD | MCDONALD'S CORPORATION | $1,565.82万 | 0.13% | 50,382 | -1,313 | -2.5% | -$40.81万 | 减仓 |
| TJX | TJX COMPANIES, INC. | $1,549.39万 | 0.13% | 97,019 | -640 | -0.7% | -$10.22万 | 减仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $1,532.49万 | 0.13% | 281,604 | 281,604 | — | $1,532.49万 | 新建仓 |
| IWM | ISHARES DJ RUSSELL 2000 TR ETF | $1,495.14万 | 0.12% | 60,288 | -62,517 | -50.9% | -$1,550.42万 | 减仓 |
| ZTS | ZOETIS INC | $1,445.46万 | 0.12% | 122,279 | -12,923 | -9.6% | -$152.76万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,420.93万 | 0.12% | 158,604 | -11,040 | -6.5% | -$98.91万 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $1,394.20万 | 0.11% | 67,000 | -1,305 | -1.9% | -$27.16万 | 减仓 |
| LRCX | LAM RESEARCH CORPORATION | $1,387.72万 | 0.11% | 64,950 | 62,990 | 3,213.8% | $1,345.84万 | 加仓 |
| PAYX | PAYCHEX INC | $1,378.38万 | 0.11% | 149,629 | -6,134 | -3.9% | -$56.51万 | 减仓 |
| CL | COLGATE-PALMOLIVE CO | $1,366.32万 | 0.11% | 160,310 | -9,808 | -5.8% | -$83.59万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $1,352.41万 | 0.11% | 88,335 | -21,351 | -19.5% | -$326.88万 | 减仓 |