CIK: 0001534866
申报总市值
US$121.6亿
申报季度: 2026-03-31 · 持股只数: 613
Boston Trust Walden Corp在最新一期 13F 报告中披露了 613 项持股，申报期为 2026-03-31，总持股市值约为 US$121.6亿，季度换手率为 20.0%。
Boston Trust Walden Corp 目前披露的持仓，Herfindahl 集中度指数为 0.008——换算下来相当于约 124 个等权重仓位，明显低于其实际披露的 613 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.46），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 30%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 MSFT
-3.2% -US$1.3亿
减仓 EXLS
-65.3% -US$8315.1万
减仓 TER
-92.1% -US$7684.5万
加仓 ON
+524.0% US$5527.4万
减仓 QLYS
-8.5% -US$5794.5万
减仓 126349109
-99.6% -US$5074.8万
仅显示前 200 大持股（共 613 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 3.11% | -0.07% | -3.91% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.95% | -0.70% | -3.16% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.03% | -0.20% | -9.00% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.82% | -0.13% | -6.05% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.79% | -0.11% | -5.44% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.58% | +0.01% | -1.21% | |
| 7 | ATR | Aptargroup INC | 股票-医疗保健 | 1.40% | — | -4.61% | |
| 8 | DCI | Donaldson Co INC | 股票-工业 | 1.33% | -0.27% | -20.57% | |
| 9 | HUBB | Hubbell INC | 股票-工业 | 1.32% | — | -4.22% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | — | -11.15% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | -0.13% | -3.53% | |
| 12 | CFR | Cullen/frost Bankers INC | 股票-金融 | 1.09% | — | -7.27% | |
| 13 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.98% | — | -2.50% | |
| 14 | AIT | Applied Industrial Tech INC | 股票-工业 | 0.96% | — | -9.22% | |
| 15 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.92% | — | -2.56% | |
| 16 | WTS | Watts Water Technologies-a | 股票-工业 | 0.90% | — | -13.41% | |
| 17 | GMED | Globus Medical INC - A | 股票-医疗保健 | 0.89% | — | -8.27% | |
| 18 | ROST | Ross Stores INC | 股票-周期性消费 | 0.86% | — | -12.59% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | +0.25% | -7.69% | |
| 20 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.84% | — | -22.56% | |
| 21 | WTRG | Essential Utilities INC | 股票-公用事业 | 0.82% | — | -3.02% | |
| 22 | CB | Chubb Limited | 股票-金融 | 0.82% | — | -6.71% | |
| 23 | LFUS | Littelfuse INC | 股票-科技 | 0.81% | +0.32% | +14.60% | |
| 24 | CSCO | Cisco Systems INC | 股票-科技 | 0.81% | — | -4.06% | |
| 25 | AMAT | Applied Materials INC | 股票-科技 | 0.80% | — | -29.07% | |
| 26 | CHH | Choice Hotels Intl INC | 股票-周期性消费 | 0.79% | — | -6.12% | |
| 27 | CBSH | Commerce Bancshares INC | 股票-金融 | 0.78% | — | -7.22% | |
| 28 | OGS | One Gas INC | 股票-公用事业 | 0.77% | — | -1.58% | |
| 29 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.76% | +0.25% | +24.05% | |
| 30 | SYK | Stryker CORP | 股票-医疗保健 | 0.76% | — | -0.64% | |
| 31 | STAG | Stag Industrial INC | 股票-房地产 | 0.76% | — | -9.36% | |
| 32 | BJ | Bj's Wholesale Club Holdings | 股票-非周期性消费 | 0.74% | — | -1.29% | |
| 33 | QLYS | Qualys INC | 股票-科技 | 0.73% | -0.38% | -8.47% | |
| 34 | DE | Deere & Co | 股票-工业 | 0.72% | — | -4.57% | |
| 35 | IEX | Idex CORP | 股票-工业 | 0.71% | — | -2.16% | |
| 36 | ADP | Automatic Data Processing | 股票-科技 | 0.68% | -0.13% | -2.14% | |
| 37 | COO | Cooper Cos Inc/the | 股票-医疗保健 | 0.68% | -0.09% | -6.30% | |
| 38 | ALLE | Allegion plc | 股票-工业 | 0.68% | — | +8.14% | |
| 39 | SNA | Snap-on INC | 股票-工业 | 0.67% | — | +3.79% | |
| 40 | JLL | Jones Lang Lasalle INC | 股票-房地产 | 0.67% | — | -2.80% | |
| 41 | SEIC | Sei Investments Company | 股票-金融 | 0.67% | — | -4.15% | |
| 42 | BMI | Badger Meter INC | 股票-科技 | 0.66% | — | +4.43% | |
| 43 | PEP | Pepsico INC | 股票-非周期性消费 | 0.66% | — | -6.07% | |
| 44 | NDSN | Nordson CORP | 股票-工业 | 0.66% | — | -13.58% | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.65% | -0.20% | -4.69% | |
| 46 | SFM | Sprouts Farmers Market INC | 股票-非周期性消费 | 0.65% | — | +20.84% | |
| 47 | AM | Antero Midstream CORP | 股票-能源 | 0.64% | — | -7.40% | |
| 48 | CHE | Chemed CORP | 股票-医疗保健 | 0.64% | -0.07% | -7.25% | |
| 49 | LECO | Lincoln Electric Holdings | 股票-工业 | 0.63% | — | +0.70% | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.62% | — | -3.83% |
Q3 2026表现
+7%
近4个季度表现
+18.1%
基于可获取价格的持仓（占申报价值的76%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 613 | US$121.6亿 | 20 | |
| 2025-12-31 | 594 | US$132.5亿 | 14 | |
| 2025-09-30 | 603 | US$136.3亿 | 29 | |
| 2025-06-30 | 583 | US$140.2亿 | 0 | |
| 2025-03-31 | 587 | US$136.9亿 | 100 | |
| 2024-12-31 | 594 | US$142.5亿 | 0 | |
| 2024-09-30 | 600 | US$143.7亿 | 0 | |
| 2024-06-30 | 594 | US$134.8亿 | 0 | |
| 2024-03-31 | 585 | US$140.2亿 | 0 | |
| 2023-12-31 | 585 | US$132.6亿 | 0 | |
| 2023-09-30 | 576 | US$119.3亿 | 0 | |
| 2023-06-30 | 583 | US$121.9亿 | 0 | |
| 2023-03-31 | 584 | US$115.9亿 | 0 | |
| 2022-12-31 | 584 | US$113.7亿 | 0 | |
| 2022-09-30 | 579 | US$100.9亿 | 0 | |
| 2022-06-30 | 593 | US$105.8亿 | 0 | |
| 2022-03-31 | 619 | US$121.1亿 | 0 | |
| 2021-12-31 | 624 | US$124.5亿 | 0 | |
| 2021-09-30 | 620 | US$112.9亿 | 0 | |
| 2021-06-30 | 624 | US$112.5亿 | 96 | |
| 2021-03-31 | 606 | US$103.3亿 | 20 | |
| 2020-12-31 | 611 | US$93.7亿 | 22 | |
| 2020-09-30 | 608 | US$80.3亿 | 18 | |
| 2020-06-30 | 602 | US$74.1亿 | 23 | |
| 2020-03-31 | 586 | US$62.7亿 | 36 | |
| 2019-12-31 | 621 | US$85.9亿 | 14 | |
| 2019-09-30 | 620 | US$79.5亿 | 12 | |
| 2019-06-30 | 632 | US$76.8亿 | 11 | |
| 2019-03-31 | 633 | US$73.5亿 | 20 | |
| 2018-12-31 | 628 | US$62.9亿 | 19 | |
| 2018-09-30 | 637 | US$72.6亿 | 12 | |
| 2018-06-30 | 635 | US$68.1亿 | 12 | |
| 2018-03-31 | 642 | US$65.9亿 | 12 | |
| 2017-12-31 | 649 | US$68.2亿 | 14 | |
| 2017-09-30 | 643 | US$64.2亿 | 13 | |
| 2017-06-30 | 636 | US$62.2亿 | 17 | |
| 2017-03-31 | 617 | US$64.2亿 | 13 | |
| 2016-12-31 | 613 | US$63.4亿 | 13 | |
| 2016-09-30 | 610 | US$60.7亿 | 14 | |
| 2016-06-30 | 615 | US$58.5亿 | 14 | |
| 2016-03-31 | 613 | US$57.4亿 | 24 | |
| 2015-12-31 | 606 | US$53.9亿 | 27 | |
| 2015-09-30 | 628 | US$59.9亿 | 21 | |
| 2015-06-30 | 613 | US$65.6亿 | 15 | |
| 2015-03-31 | 599 | US$67.4亿 | 17 | |
| 2014-12-31 | 606 | US$67.2亿 | 18 | |
| 2014-09-30 | 600 | US$64.8亿 | 20 | |
| 2014-06-30 | 594 | US$68.8亿 | 12 | |
| 2014-03-31 | 554 | US$67.3亿 | 15 | |
| 2013-12-31 | 562 | US$68.5亿 | 19 | |
| 2013-09-30 | 550 | US$65.4亿 | 16 | |
| 2013-06-30 | 543 | US$61.9亿 | 0 |
Boston Trust Walden Corp 在 2026-03-31 最显著的持仓异动： 清仓: Akamai Technologies INC (AKAM); 新建仓: Esab CORP (ESAB); 清仓: Graphic Packaging Holding Co (GPK); 新建仓: Merit Medical Systems INC (MMSI); 新建仓: Evercore INC - A (EVR).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ON | On Semiconductor | +0.5% | +524.04% | 加仓 |
| 2 | LFUS | Littelfuse INC | +0.3% | +14.60% | 加仓 |
| 3 | BALL | Ball CORP | +0.3% | +567.79% | 加仓 |
| 4 | JAZZ | Jazz Pharmaceuticals plc | +0.3% | +24.05% | 加仓 |
| 5 | XOM | Exxon Mobil CORP | +0.3% | -7.69% | 减仓 |
| 6 | LIN | Linde plc | +0.2% | +319.71% | 加仓 |
| 7 | VLTO | Veralto CORP | +0.2% | +1326.06% | 加仓 |
| 8 | NFLX | Netflix INC | +0.2% | +158.46% | 加仓 |
| 9 | WM | Waste Management INC | +0.2% | +1343.14% | 加仓 |
| 10 | ETN | Eaton Corporation plc | +0.2% | +1560.35% | 加仓 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +2318.14% | 加仓 |
| 12 | NVDA | Nvidia CORP | 0% | -1.21% | 减仓 |
| 13 | AAPL | Apple INC | -0.1% | -3.91% | 减仓 |
| 14 | CHE | Chemed CORP | -0.1% | -7.25% | 减仓 |
| 15 | MEDP | Medpace Holdings INC | -0.1% | -4.99% | 减仓 |
| 16 | COO | Cooper Cos Inc/the | -0.1% | -6.30% | 减仓 |
| 17 | FELE | Franklin Electric Co INC | -0.1% | -27.57% | 减仓 |
| 18 | AMZN | Amazon.com INC | -0.1% | -16.19% | 减仓 |
| 19 | AYI | Acuity INC | -0.1% | +1.74% | 加仓 |
| 20 | JPM | Jpmorgan Chase & Co | -0.1% | -5.44% | 减仓 |
| 21 | AXP | American Express Co | -0.1% | -5.64% | 减仓 |
| 22 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -0.85% | 减仓 |
| 23 | APD | Air Products & Chemicals INC | -0.1% | -49.13% | 减仓 |
| 24 | HAE | Haemonetics Corp/mass | -0.1% | -13.56% | 减仓 |
| 25 | GOOG | Alphabet Inc-cl C | -0.1% | -6.05% | 减仓 |
| 26 | V | Visa Inc-class A Shares | -0.1% | -3.53% | 减仓 |
| 27 | ADP | Automatic Data Processing | -0.1% | -2.14% | 减仓 |
| 28 | CVCO | Cavco Industries INC | -0.1% | -9.62% | 减仓 |
| 29 | BLD | Topbuild CORP | -0.1% | -22.17% | 减仓 |
| 30 | IDCC | Interdigital INC | -0.1% | -43.83% | 减仓 |
| 31 | FDS | Factset Research Systems INC | -0.2% | -8.73% | 减仓 |
| 32 | ORCL | Oracle CORP | -0.2% | -10.10% | 减仓 |
| 33 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -16.57% | 减仓 |
| 34 | SLGN | Silgan Holdings INC | -0.2% | -40.42% | 减仓 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.2% | -9.00% | 减仓 |
| 36 | ACN | Accenture plc | -0.2% | -4.69% | 减仓 |
| 37 | DLB | Dolby Laboratories Inc-cl A | -0.2% | -49.22% | 减仓 |
| 38 | PRGS | Progress Software CORP | -0.3% | -7.99% | 减仓 |
| 39 | DCI | Donaldson Co INC | -0.3% | -20.57% | 减仓 |
| 40 | QLYS | Qualys INC | -0.4% | -8.47% | 减仓 |
| 41 | ✓ | Csg Systems International In | -0.4% | -99.58% | 减仓 |
| 42 | TER | Teradyne INC | -0.6% | -92.09% | 减仓 |
| 43 | EXLS | Exlservice Holdings INC | -0.6% | -65.33% | 减仓 |
| 44 | MSFT | Microsoft CORP | -0.7% | -3.16% | 减仓 |
| 45 | AKAM | Akamai Technologies INC | — | EXIT | 清仓 |
| 46 | ESAB | Esab CORP | — | NEW | 新建仓 |
| 47 | GPK | Graphic Packaging Holding Co | — | EXIT | 清仓 |
| 48 | MMSI | Merit Medical Systems INC | — | NEW | 新建仓 |
| 49 | EVR | Evercore INC - A | — | NEW | 新建仓 |
| 50 | AAMI | Acadian Asset Management INC | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-24 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-28 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-17 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-28 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-21 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-24 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-24 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-19 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-24 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-10-18 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-07-24 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-04-19 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-01-20 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-10-19 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-07-22 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-04-20 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-01-21 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-10-25 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-07-22 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-04-21 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-01-15 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-10-14 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-07-23 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-04-24 | 修正案 | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-04-21 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-01-10 | 13F-HR | 在 EDGAR 上查看 |
| 2019-09-30 | 2019-10-21 | 13F-HR | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-07-25 | 13F-HR | 在 EDGAR 上查看 |
| 2019-03-31 | 2019-04-16 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-01-17 | 13F-HR | 在 EDGAR 上查看 |
| 2018-09-30 | 2018-10-23 | 13F-HR | 在 EDGAR 上查看 |
| 2018-06-30 | 2018-07-25 | 13F-HR | 在 EDGAR 上查看 |
| 2018-03-31 | 2018-04-13 | 13F-HR | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-01-29 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-10-13 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-07-19 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-04-24 | 13F-HR | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-02-07 | 修正案 | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-02-01 | 13F-HR | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-10-17 | 13F-HR | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-08-09 | 13F-HR | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-04-19 | 13F-HR | 在 EDGAR 上查看 |
| 2015-12-31 | 2016-01-21 | 13F-HR | 在 EDGAR 上查看 |
| 2015-09-30 | 2015-10-29 | 13F-HR | 在 EDGAR 上查看 |
| 2015-06-30 | 2015-07-17 | 13F-HR | 在 EDGAR 上查看 |
| 2015-03-31 | 2015-04-15 | 13F-HR | 在 EDGAR 上查看 |
| 2014-12-31 | 2015-01-28 | 13F-HR | 在 EDGAR 上查看 |
| 2014-09-30 | 2014-10-23 | 13F-HR | 在 EDGAR 上查看 |
| 2014-06-30 | 2014-08-01 | 13F-HR | 在 EDGAR 上查看 |
| 2014-03-31 | 2014-04-11 | 13F-HR | 在 EDGAR 上查看 |
| 2013-12-31 | 2014-02-11 | 13F-HR | 在 EDGAR 上查看 |
| 2013-09-30 | 2013-11-15 | 13F-HR | 在 EDGAR 上查看 |
| 2013-06-30 | 2013-08-08 | 13F-HR | 在 EDGAR 上查看 |
资产规模相近的机构
CIK 0001996454
申报总市值
US$120.9亿
1,213 stks
2026-06-30
资产规模与本机构相差仅 0.6%
CIK 0001078013
申报总市值
US$120.6亿
1,698 stks
2026-03-31
资产规模与本机构相差仅 0.8%
CIK 0001897090
申报总市值
US$120.4亿
590 stks
2026-06-30
资产规模与本机构相差仅 1.0%
持仓风格相似的机构
CIK 0000049205
申报总市值
US$181.2亿
6,012 stks
2026-03-31
前五大持仓重叠 4/5 档，同样重仓 Apple INC
CIK 0000749044
申报总市值
US$7.5亿
415 stks
2026-03-31
前五大持仓重叠 4/5 档，同样重仓 Apple INC
CIK 0000791490
申报总市值
US$10.2亿
293 stks
2026-03-31
前五大持仓重叠 4/5 档，同样重仓 Apple INC