Welch & Forbes LLC 13F 持仓 · 2026年Q2
Welch & Forbes 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 388 只证券，申报市值合计 82.28 亿美元。前几大持仓：NVDA（7.40%）、AAPL（5.85%）、GOOG（4.95%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $608.5M | 7.40% | 3.0M | 减持 |
| 2 | AAPL | APPLE INC | $481.2M | 5.85% | 1.7M | 减持 |
| 3 | GOOG | ALPHABET INC | $407.5M | 4.95% | 1.2M | 减持 |
| 4 | MSFT | MICROSOFT CORP | $331.0M | 4.02% | 887,243 | 增持 |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | $258.7M | 3.14% | 2.8M | 减持 |
| 6 | V | VISA INC | $241.9M | 2.94% | 705,106 | 减持 |
| 7 | JPM | JPMORGAN CHASE & CO | $211.3M | 2.57% | 645,494 | 减持 |
| 8 | LLY | ELI LILLY & CO | $207.1M | 2.52% | 172,704 | 增持 |
| 9 | RTX | RTX CORPORATION | $203.0M | 2.47% | 1.1M | 减持 |
| 10 | JNJ | JOHNSON & JOHNSON | $167.1M | 2.03% | 657,989 | 增持 |
| 11 | SYK | STRYKER CORPORATION | $163.6M | 1.99% | 519,496 | 增持 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $151.8M | 1.84% | 162,277 | 增持 |
| 13 | HD | HOME DEPOT INC | $151.1M | 1.84% | 428,508 | 减持 |
| 14 | GOOGL | ALPHABET INC | $143.6M | 1.74% | 401,718 | 减持 |
| 15 | AMZN | AMAZON COM INC | $138.2M | 1.68% | 579,893 | 增持 |
| 16 | CB | CHUBB LIMITED | $131.1M | 1.59% | 384,803 | 减持 |
| 17 | ECL | ECOLAB INC | $130.6M | 1.59% | 468,722 | 减持 |
| 18 | TJX | TJX COS INC NEW | $116.3M | 1.41% | 767,963 | 减持 |
| 19 | DHR | DANAHER CORP DEL | $114.0M | 1.39% | 598,324 | 减持 |
| 20 | PANW | PALO ALTO NETWORKS INC | $109.9M | 1.34% | 322,392 | 增持 |
| 21 | PG | PROCTER & GAMBLE CO | $110.7M | 1.34% | 754,625 | 减持 |
| 22 | VRTX | VERTEX PHARMACEUTICALS INC | $109.9M | 1.34% | 221,304 | 增持 |
| 23 | MDY | STATE STR SPDR S&P MIDCAP 40 | $100.0M | 1.22% | 142,173 | 减持 |
| 24 | AVGO | BROADCOM INC | $99.4M | 1.21% | 263,007 | 增持 |
| 25 | IDXX | IDEXX LABS INC | $88.3M | 1.07% | 167,666 | 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