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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3.78亿 | 3.11% | 1,490,524 | -60,666 | -3.9% | -$1,539.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.59亿 | 2.95% | 969,161 | -31,579 | -3.2% | -$1,168.96万 | 减仓 |
| GOOGL | ALPHABET INC-A | $2.47亿 | 2.03% | 859,244 | -84,944 | -9.0% | -$2,442.65万 | 减仓 |
| GOOG | ALPHABET INC-CL C | $2.22亿 | 1.82% | 773,188 | -49,779 | -6.0% | -$1,427.96万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.18亿 | 1.79% | 739,677 | -42,537 | -5.4% | -$1,251.27万 | 减仓 |
| NVDA | NVIDIA CORP | $1.92亿 | 1.58% | 1,102,397 | -13,508 | -1.2% | -$235.58万 | 减仓 |
| ATR | APTARGROUP INC | $1.70亿 | 1.40% | 1,349,489 | -65,230 | -4.6% | -$822.03万 | 减仓 |
| DCI | DONALDSON CO INC | $1.61亿 | 1.33% | 1,900,416 | -492,163 | -20.6% | -$4,176.99万 | 减仓 |
| HUBB | HUBBELL INC | $1.61亿 | 1.32% | 327,969 | -14,444 | -4.2% | -$708.83万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.45亿 | 1.19% | 594,061 | -74,565 | -11.2% | -$1,822.67万 | 减仓 |
| V | VISA INC | $1.44亿 | 1.18% | 476,259 | -17,417 | -3.5% | -$526.41万 | 减仓 |
| CFR | CULLEN/FROST BANKERS INC | $1.33亿 | 1.09% | 967,849 | -75,905 | -7.3% | -$1,040.51万 | 减仓 |
| CINF | CINCINNATI FINANCIAL CORP | $1.19亿 | 0.98% | 755,847 | -19,366 | -2.5% | -$304.72万 | 减仓 |
| AIT | APPLIED INDUSTRIAL TECH INC | $1.17亿 | 0.96% | 439,436 | -44,624 | -9.2% | -$1,183.97万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $1.12亿 | 0.92% | 112,809 | -2,969 | -2.6% | -$295.84万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES-A | $1.10亿 | 0.90% | 379,024 | -58,692 | -13.4% | -$1,703.77万 | 减仓 |
| GMED | GLOBUS MEDICAL INC-A | $1.08亿 | 0.89% | 1,254,910 | -113,077 | -8.3% | -$974.27万 | 减仓 |
| ROST | ROSS STORES INC | $1.04亿 | 0.86% | 481,674 | -69,373 | -12.6% | -$1,502.83万 | 减仓 |
| — | EXXON MOBIL CORPORATION | $1.03亿 | 0.85% | 606,423 | -50,504 | -7.7% | -$856.85万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $1.02亿 | 0.84% | 3,227,906 | -940,179 | -22.6% | -$2,968.15万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $9,992.79万 | 0.82% | 2,481,448 | -77,242 | -3.0% | -$311.05万 | 减仓 |
| CB | CHUBB LTD | $9,953.87万 | 0.82% | 305,399 | -21,956 | -6.7% | -$715.61万 | 减仓 |
| LFUS | LITTELFUSE INC | $9,888.42万 | 0.81% | 291,393 | 37,126 | 14.6% | $1,259.87万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $9,862.88万 | 0.81% | 1,271,154 | -53,788 | -4.1% | -$417.34万 | 减仓 |
| AMAT | APPLIED MATERIALS, INC. | $9,727.45万 | 0.80% | 284,603 | -116,624 | -29.1% | -$3,986.09万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $9,633.39万 | 0.79% | 930,762 | -60,643 | -6.1% | -$627.66万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $9,515.95万 | 0.78% | 1,934,136 | -150,492 | -7.2% | -$740.42万 | 减仓 |
| OGS | ONE GAS INC | $9,355.95万 | 0.77% | 1,086,259 | -17,473 | -1.6% | -$150.49万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $9,238.14万 | 0.76% | 488,661 | 94,750 | 24.1% | $1,791.25万 | 加仓 |
| SYK | STRYKER CORP | $9,200.65万 | 0.76% | 280,004 | -1,797 | -0.6% | -$59.05万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $9,195.25万 | 0.76% | 2,549,987 | -263,193 | -9.4% | -$949.07万 | 减仓 |
| BJ | BJ'S WHOLESALE CLUB HOLDINGS | $8,979.76万 | 0.74% | 912,392 | -11,897 | -1.3% | -$117.09万 | 减仓 |
| QLYS | QUALYS INC | $8,876.15万 | 0.73% | 1,010,376 | -93,512 | -8.5% | -$821.50万 | 减仓 |
| DE | DEERE & CO | $8,752.33万 | 0.72% | 155,376 | -7,448 | -4.6% | -$419.55万 | 减仓 |
| IEX | IDEX CORP COM | $8,581.19万 | 0.71% | 452,714 | -9,989 | -2.2% | -$189.34万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING | $8,314.63万 | 0.68% | 409,225 | -8,933 | -2.1% | -$181.50万 | 减仓 |
| COO | COOPER COS INC/THE | $8,290.87万 | 0.68% | 1,159,562 | -77,917 | -6.3% | -$557.11万 | 减仓 |
| ALLE | ALLEGION PLC | $8,234.93万 | 0.68% | 566,792 | 42,660 | 8.1% | $619.81万 | 加仓 |
| SNA | SNAP ON INC | $8,209.04万 | 0.67% | 226,007 | 8,254 | 3.8% | $299.80万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $8,170.47万 | 0.67% | 268,483 | -7,740 | -2.8% | -$235.54万 | 减仓 |
| SEIC | SEI INVESTMENTS COMPANY | $8,158.77万 | 0.67% | 1,039,731 | -45,059 | -4.2% | -$353.58万 | 减仓 |
| BMI | BADGER METER INC | $8,077.12万 | 0.66% | 530,169 | 22,477 | 4.4% | $342.44万 | 加仓 |
| PEP | PEPSICO INC | $8,045.92万 | 0.66% | 518,122 | -33,488 | -6.1% | -$520.04万 | 减仓 |
| NDSN | NORDSON CORPORATION | $8,028.64万 | 0.66% | 301,761 | -47,413 | -13.6% | -$1,261.47万 | 减仓 |
| ACN | ACCENTURE PLC-CL A | $7,954.07万 | 0.65% | 401,133 | -19,742 | -4.7% | -$391.46万 | 减仓 |
| SFM | SPROUTS FARMERS MARKET INC | $7,908.56万 | 0.65% | 1,025,355 | 176,859 | 20.8% | $1,364.11万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $7,823.94万 | 0.64% | 3,431,551 | -274,146 | -7.4% | -$625.05万 | 减仓 |
| CHE | CHEMED CORP | $7,751.12万 | 0.64% | 205,197 | -16,044 | -7.3% | -$606.05万 | 减仓 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $7,618.60万 | 0.63% | 305,870 | 2,115 | 0.7% | $52.68万 | 加仓 |
| UNP | UNION PACIFIC CORP | $7,519.55万 | 0.62% | 309,931 | -12,354 | -3.8% | -$299.73万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES CRP | $7,318.87万 | 0.60% | 1,087,661 | -104,155 | -8.7% | -$700.86万 | 减仓 |
| AYI | ACUITY INC | $7,082.03万 | 0.58% | 252,731 | 4,324 | 1.7% | $121.17万 | 加仓 |
| AOS | SMITH (A.O.) CORP | $6,929.84万 | 0.57% | 1,050,930 | -25,854 | -2.4% | -$170.48万 | 减仓 |
| IDA | IDACORP INC | $6,857.00万 | 0.56% | 479,611 | -47,748 | -9.1% | -$682.65万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $6,853.77万 | 0.56% | 226,586 | -13,540 | -5.6% | -$409.56万 | 减仓 |
| STE | STERIS PLC | $6,807.00万 | 0.56% | 307,828 | -10,445 | -3.3% | -$230.97万 | 减仓 |
| CVCO | CAVCO INDUSTRIES INC | $6,769.55万 | 0.56% | 139,783 | -14,884 | -9.6% | -$720.82万 | 减仓 |
| MEDP | MEDPACE HOLDINGS INC | $6,751.95万 | 0.56% | 140,610 | -7,391 | -5.0% | -$354.91万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $6,713.60万 | 0.55% | 525,691 | 56,046 | 11.9% | $715.76万 | 加仓 |
| CBOE | CBOE HOLDINGS INC | $6,606.21万 | 0.54% | 235,038 | -68,634 | -22.6% | -$1,929.09万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $6,481.97万 | 0.53% | 452,557 | -28,886 | -6.0% | -$413.73万 | 减仓 |
| NTAP | NETAPP INC | $6,465.44万 | 0.53% | 631,452 | 142,073 | 29.0% | $1,454.69万 | 加仓 |
| ON | ON SEMICONDUCTOR CORPORATION | $6,428.20万 | 0.53% | 1,038,146 | 871,786 | 524.0% | $5,398.10万 | 加仓 |
| SYY | SYSCO CORP | $6,283.79万 | 0.52% | 880,947 | -37,226 | -4.1% | -$265.53万 | 减仓 |
| RPM | RPM INTERNATIONAL INC | $6,267.22万 | 0.52% | 630,505 | -17,283 | -2.7% | -$171.79万 | 减仓 |
| NYT | NEW YORK TIMES CO CL A | $6,231.50万 | 0.51% | 744,238 | -253,242 | -25.4% | -$2,120.40万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $6,138.51万 | 0.50% | 317,072 | 84,396 | 36.3% | $1,633.91万 | 加仓 |
| PLXS | PLEXUS CORP | $6,004.89万 | 0.49% | 296,479 | -42,671 | -12.6% | -$864.26万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $6,002.05万 | 0.49% | 324,927 | -18,518 | -5.4% | -$342.06万 | 减仓 |
| TEL | TE CONNECTIVITY LTD | $5,926.18万 | 0.49% | 283,522 | -3,422 | -1.2% | -$71.53万 | 减仓 |
| PG | PROCTER & GAMBLE CO/THE | $5,922.26万 | 0.49% | 410,015 | -10,083 | -2.4% | -$145.64万 | 减仓 |
| GWW | WW GRAINGER INC | $5,852.85万 | 0.48% | 53,656 | 1,085 | 2.1% | $118.35万 | 加仓 |
| JKHY | JACK HENRY & ASSOCIATES INC | $5,758.06万 | 0.47% | 364,342 | -9,019 | -2.4% | -$142.54万 | 减仓 |
| NTRS | NORTHERN TRUST CORPORATION | $5,757.15万 | 0.47% | 412,492 | -14,620 | -3.4% | -$204.05万 | 减仓 |
| KLAC | KLA-TENCOR CORPORATION | $5,717.07万 | 0.47% | 38,828 | -12,682 | -24.6% | -$1,867.31万 | 减仓 |
| AZO | AUTOZONE INC | $5,597.66万 | 0.46% | 16,572 | 292 | 1.8% | $98.63万 | 加仓 |
| AVY | AVERY DENNISON CORP | $5,590.95万 | 0.46% | 323,775 | -3,648 | -1.1% | -$62.99万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $5,550.70万 | 0.46% | 255,804 | -24,455 | -8.7% | -$530.65万 | 减仓 |
| META | META PLATFORMS INC | $5,504.81万 | 0.45% | 96,216 | 2,294 | 2.4% | $131.25万 | 加仓 |
| MRK | MERCK & CO INC NEW | $5,451.47万 | 0.45% | 453,194 | -12,424 | -2.7% | -$149.45万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $5,440.75万 | 0.45% | 509,624 | -13,767 | -2.6% | -$146.98万 | 减仓 |
| MKC | MCCORMICK & CO INC | $5,348.29万 | 0.44% | 1,060,327 | -9,108 | -0.9% | -$45.94万 | 减仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL | $5,258.70万 | 0.43% | 41,696 | 482 | 1.2% | $60.79万 | 加仓 |
| ORCL | ORACLE CORP | $5,256.40万 | 0.43% | 357,311 | -40,131 | -10.1% | -$590.37万 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $5,216.89万 | 0.43% | 3,635,464 | 330,330 | 10.0% | $474.02万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $5,180.41万 | 0.43% | 572,928 | -63,856 | -10.0% | -$577.39万 | 减仓 |
| FFIV | F5 INC | $5,129.88万 | 0.42% | 177,302 | -4,847 | -2.7% | -$140.24万 | 减仓 |
| ATEN | A10 NETWORKS INC | $5,024.58万 | 0.41% | 2,173,261 | -267,388 | -11.0% | -$618.20万 | 减仓 |
| LOW | LOWES COS INC | $4,983.43万 | 0.41% | 210,912 | -8,969 | -4.1% | -$211.92万 | 减仓 |
| SCI | SERVICE CORP INTERNATIONAL | $4,973.31万 | 0.41% | 602,753 | -14,938 | -2.4% | -$123.25万 | 减仓 |
| CRL | CHARLES RIVER LABORATORIES INT | $4,923.58万 | 0.40% | 285,425 | -19,452 | -6.4% | -$335.55万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS | $4,902.93万 | 0.40% | 188,364 | -2,616 | -1.4% | -$68.09万 | 减仓 |
| AMZN | AMAZON.COM INC | $4,901.07万 | 0.40% | 235,323 | -45,445 | -16.2% | -$946.48万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $4,582.56万 | 0.38% | 172,829 | -57,376 | -24.9% | -$1,521.32万 | 减仓 |
| MSM | MSC INDUSTRIAL DIRECT CO-A | $4,489.01万 | 0.37% | 486,508 | -65,704 | -11.9% | -$606.25万 | 减仓 |
| ES | EVERSOURCE ENERGY | $4,477.41万 | 0.37% | 646,277 | -23,451 | -3.5% | -$162.47万 | 减仓 |
| WHD | CACTUS INC CL A | $4,445.61万 | 0.37% | 938,486 | -100,230 | -9.6% | -$474.79万 | 减仓 |
| MTDR | MATADOR RESOURCES CO | $4,420.46万 | 0.36% | 699,661 | -48,705 | -6.5% | -$307.72万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $4,412.63万 | 0.36% | 1,720,324 | -149,422 | -8.0% | -$383.27万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $4,392.02万 | 0.36% | 679,563 | -102,272 | -13.1% | -$660.98万 | 减仓 |