Boston Trust Walden Corp 13F 持仓 · 2026年Q2
Boston Trust Walden 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 396 只证券，申报市值合计 131.33 亿美元。前几大持仓：AAPL（3.20%）、MSFT（2.73%）、GOOGL（2.21%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $420.3M | 3.20% | 1.5M | 减持 |
| 2 | MSFT | MICROSOFT CORP | $358.6M | 2.73% | 961,305 | 减持 |
| 3 | GOOGL | ALPHABET INC-A | $290.3M | 2.21% | 812,426 | 减持 |
| 4 | GOOG | ALPHABET INC-CL C | $262.2M | 2.00% | 742,061 | 减持 |
| 5 | NVDA | NVIDIA CORP | $252.7M | 1.92% | 1.3M | 增持 |
| 6 | JPM | JPMORGAN CHASE & CO | $237.8M | 1.81% | 726,541 | 减持 |
| 7 | AMAT | APPLIED MATERIALS, INC. | $167.1M | 1.27% | 231,137 | 减持 |
| 8 | DCI | DONALDSON CO INC | $165.8M | 1.26% | 1.8M | 减持 |
| 9 | HUBB | HUBBELL INC | $165.5M | 1.26% | 316,270 | 减持 |
| 10 | ATR | APTARGROUP INC | $163.2M | 1.24% | 1.3M | 减持 |
| 11 | V | VISA INC | $160.1M | 1.22% | 466,632 | 减持 |
| 12 | JNJ | JOHNSON & JOHNSON | $147.5M | 1.12% | 580,833 | 减持 |
| 13 | AIT | APPLIED INDUSTRIAL TECH INC | $144.5M | 1.10% | 427,345 | 减持 |
| 14 | WTS | WATTS WATER TECHNOLOGIES-A | $144.4M | 1.10% | 368,967 | 减持 |
| 15 | CINF | CINCINNATI FINANCIAL CORP | $136.5M | 1.04% | 737,311 | 减持 |
| 16 | CSCO | CISCO SYSTEMS INC | $134.8M | 1.03% | 1.1M | 减持 |
| 17 | LFUS | LITTELFUSE INC | $135.8M | 1.03% | 298,327 | 增持 |
| 18 | QLYS | QUALYS INC | $135.4M | 1.03% | 984,889 | 减持 |
| 19 | GMED | GLOBUS MEDICAL INC-A | $124.3M | 0.95% | 1.6M | 增持 |
| 20 | CBSH | COMMERCE BANCSHARES INC | $122.1M | 0.93% | 2.1M | 增持 |
| 21 | CFR | CULLEN/FROST BANKERS INC | $113.2M | 0.86% | 732,331 | 减持 |
| 22 | KLAC | KLA-TENCOR CORPORATION | $111.7M | 0.85% | 370,140 | 增持 |
| 23 | BMI | BADGER METER INC | $108.2M | 0.82% | 728,961 | 增持 |
| 24 | MTD | METTLER-TOLEDO INTERNATIONAL | $107.8M | 0.82% | 84,386 | 增持 |
| 25 | JAZZ | JAZZ PHARMACEUTICALS PLC | $106.8M | 0.81% | 443,123 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR