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Welch Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Welch Group, LLC
报告期 2026-03-31 · CIK 0001443095
持仓数
310
前50大市值合计
$2.37B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 148 项
建仓 6
增持 83
减持 51
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SFBS
SERVISFIRST BANCSHARES INC
+$14.7M
1,301,957
+0%
增持
RTX
RTX CORPORATION
-$11.2M
515,358
+4%
减持
AAPL
APPLE INC
-$9.7M
369,860
-2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
NEE
NEXTERA ENERGY INC
-$9.4M
663,071
+4%
减持
MSFT
MICROSOFT CORP
-$7.3M
223,668
-2%
减持
MCD
MCDONALDS CORP
-$6.7M
183,849
-0%
增持
GIS
GENERAL MLS INC
-$6.5M
598,506
+2%
增持
LMT
LOCKHEED MARTIN CORP
-$5.2M
109,440
+1%
增持
ABBV
ABBVIE INC
+$5.2M
363,483
+0%
增持
KMB
KIMBERLY-CLARK CORP
-$4.8M
319,258
+2%
增持
PEP
PEPSICO INC
-$4.3M
283,067
+0%
减持
T
AT&T INC
-$4.1M
65,595
-79%
减持
—
EXXON MOBIL CORP
+$4.1M
497,228
-2%
减持
CVX
CHEVRON CORP NEW
+$3.8M
346,213
-0%
增持
SO
SOUTHERN CO
-$3.7M
769,637
+1%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$3.5M
63,525
增持
BIL
SPDR SER TR
+$3.1M
39,534
+541%
增持
CINF
CINCINNATI FINL CORP
+$2.8M
403,819
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.8M
1,016,710
+6%
增持
CL
COLGATE PALMOLIVE CO
-$2.7M
619,137
+2%
减持
EMR
EMERSON ELEC CO
+$2.7M
488,787
-1%
增持
PFE
PFIZER INC
-$2.3M
979,736
+3%
增持
JNJ
JOHNSON & JOHNSON
-$2.2M
305,999
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
342,074
-0%
增持
—
UNILEVER PLC
-$2.1M
806,447
+0%
减持
PG
PROCTER AND GAMBLE CO
-$1.9M
317,079
-0%
增持
ED
CONSOLIDATED EDISON INC
-$1.8M
464,929
+1%
增持
TXN
TEXAS INSTRS INC
-$1.8M
196,697
+7%
减持
HD
HOME DEPOT INC
-$1.7M
168,416
-0%
增持
PAYX
PAYCHEX INC
+$1.6M
393,185
+0%
增持
QCOM
QUALCOMM INC
-$1.3M
365,302
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$981.7K
9,186
+507%
增持
CAT
CATERPILLAR INC
+$971.2K
34,761
+0%
减持
KO
COCA COLA CO
-$960.7K
215,255
-0%
建仓
XLF
SELECT SECTOR SPDR TR
+$957.5K
28,866
增持
DG
DOLLAR GEN CORP NEW
-$920.5K
24,664
+19%
增持
BX
BLACKSTONE INC
+$801.1K
52,327
+1%
减持
ABT
ABBOTT LABS
-$790.4K
52,631
-3%
增持
ORCL
ORACLE CORP
-$713.5K
54,626
+0%
增持
GOOGL
ALPHABET INC
+$639.5K
52,637
+1%
增持
TFC
TRUIST FINL CORP
+$626.1K
1,089,104
+8%
减持
IVV
ISHARES TR
-$522.9K
17,502
-3%
增持
VMC
VULCAN MATLS CO
-$505.9K
25,967
+2%
减持
JPM
JPMORGAN CHASE & CO
-$489.8K
327,765
-1%
增持
SYK
STRYKER CORPORATION
-$461.8K
16,644
+1%
增持
TGT
TARGET CORP
-$426.0K
32,960
+7%
增持
LLY
ELI LILLY & CO
+$398.5K
5,517
+1%
减持
AMZN
AMAZON COM INC
-$384.0K
54,910
-3%
增持
DE
DEERE & CO
-$377.1K
17,759
+2%
增持
MRK
MERCK & CO INC
-$370.1K
30,080
+0%
减持
AJG
GALLAGHER ARTHUR J & CO
+$355.8K
261,344
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
-$345.8K
41,451
+2%
减持
VOO
VANGUARD INDEX FDS
-$341.6K
20,291
-1%
减持
AXP
AMERICAN EXPRESS CO
-$324.0K
12,342
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$279.1K
87,873
+4%
增持
TJX
TJX COS INC NEW
+$273.7K
58,756
+1%
增持
CSCO
CISCO SYS INC
+$269.0K
109,722
+1%
减持
DEO
DIAGEO PLC
-$268.3K
3,318
-25%
清仓
PXH
INVESCO EXCH TRADED FD TR II
-$237.4K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$231.4K
0
-100%
减持
XEL
XCEL ENERGY INC
-$230.7K
4,650
-42%
增持
XLK
SELECT SECTOR SPDR TR
+$229.7K
4,430
+55%
减持
INTC
INTEL CORP
-$228.5K
20,474
-28%
建仓
REGN
REGENERON PHARMACEUTICALS
+$222.3K
270
清仓
FE
FIRSTENERGY CORP
-$217.9K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$213.0K
0
-100%
减持
F
FORD MTR CO DEL
-$211.8K
16,840
-39%
增持
DIS
DISNEY WALT CO
-$211.0K
48,385
+5%
清仓
PDN
INVESCO EXCH TRADED FD TR II
-$208.8K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$208.3K
0
-100%
减持
DOW
DOW INC
-$208.0K
6,886
-35%
减持
WELL
WELLTOWER INC
-$207.4K
10,700
-20%
建仓
CAG
CONAGRA BRANDS INC
+$206.6K
7,535
建仓
IWF
ISHARES TR
+$206.1K
775
建仓
IP
INTERNATIONAL PAPER CO
+$205.6K
5,796
清仓
UPS
UNITED PARCEL SERVICE INC
-$204.0K
0
-100%
减持
MPT
MEDICAL PPTYS TRUST INC
-$203.8K
24,851
-32%
清仓
NPO
ENPRO INDS INC
-$200.3K
0
-100%
减持
GL
GLOBE LIFE INC
-$192.9K
45,665
-3%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$177.9K
9,760
+227%
减持
IVW
ISHARES TR
-$174.9K
4,594
-34%
增持
DVY
ISHARES TR
+$171.3K
5,006
+54%
增持
GS
GOLDMAN SACHS GROUP INC
+$165.4K
13,711
+4%
增持
—
SYNOVUS FINL CORP
-$160.8K
66,945
+0%
增持
MPC
MARATHON PETE CORP
+$154.6K
2,771
+22%
增持
COP
CONOCOPHILLIPS
+$154.4K
9,154
+1%
减持
D
DOMINION ENERGY INC
-$145.4K
8,781
-15%
增持
GOOG
ALPHABET INC
+$137.4K
12,018
+0%
增持
MO
ALTRIA GROUP INC
-$124.5K
38,802
+0%
增持
SHW
SHERWIN WILLIAMS CO
-$121.6K
18,233
+1%
减持
IJH
ISHARES TR
-$112.8K
1,061
-26%
减持
BAC
BANK AMERICA CORP
-$111.4K
28,057
-8%
增持
MA
MASTERCARD INCORPORATED
+$111.2K
12,450
+2%
增持
PM
PHILIP MORRIS INTL INC
-$101.9K
20,408
+0%
增持
PSX
PHILLIPS 66
+$94.7K
3,770
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$79.7K
2,836
-3%
减持
NVS
NOVARTIS AG
-$79.2K
10,905
-8%
减持
NVDA
NVIDIA CORPORATION
-$78.1K
23,727
-3%
增持
RF
REGIONS FINANCIAL CORP NEW
-$71.5K
120,051
+0%
减持
GLD
SPDR GOLD TR
-$67.4K
5,801
-3%
减持
CVS
CVS HEALTH CORP
-$65.9K
2,926
-25%
增持
V
VISA INC
-$64.4K
24,050
+2%
增持
GD
GENERAL DYNAMICS CORP
+$63.6K
1,760
+16%
减持
CLX
CLOROX CO DEL
-$62.9K
2,220
-0%
增持
—
ACCENTURE PLC IRELAND
+$62.4K
15,070
+2%
增持
SLB
SCHLUMBERGER LTD
+$52.9K
5,039
+3%
减持
IJR
ISHARES TR
-$51.7K
4,070
-7%
减持
ETR
ENTERGY CORP NEW
-$47.0K
2,991
-10%
减持
NOC
NORTHROP GRUMMAN CORP
-$45.7K
2,784
-0%
增持
UTG
REAVES UTIL INCOME FD
-$45.6K
20,017
+2%
减持
WFC
WELLS FARGO CO NEW
-$39.5K
13,163
-3%
减持
COST
COSTCO WHSL CORP NEW
-$38.6K
1,749
-8%
增持
META
META PLATFORMS INC
+$37.8K
1,858
+3%
减持
—
KELLANOVA
-$36.9K
3,826
-3%
减持
FNDX
SCHWAB STRATEGIC TR
-$34.7K
6,512
-6%
增持
NSC
NORFOLK SOUTHN CORP
-$34.1K
1,903
+6%
增持
VUG
VANGUARD INDEX FDS
+$34.0K
897
+21%
增持
VDE
VANGUARD WORLD FDS
+$32.9K
2,167
+1%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$31.2K
4,494
-0%
增持
LOW
LOWES COS INC
+$30.9K
1,431
+21%
增持
BA
BOEING CO
-$30.6K
2,123
+2%
增持
SBUX
STARBUCKS CORP
-$30.1K
5,089
+2%
减持
DVN
DEVON ENERGY CORP NEW
-$29.5K
9,648
-5%
减持
—
PROASSURANCE CORP
+$28.6K
11,960
-9%
增持
KHC
KRAFT HEINZ CO
-$26.4K
14,573
+0%
增持
CMCSA
COMCAST CORP NEW
+$25.8K
5,674
+4%
增持
VO
VANGUARD INDEX FDS
-$23.1K
2,911
+2%
增持
AEP
AMERICAN ELEC PWR CO INC
-$22.2K
6,780
+7%
减持
WMT
WALMART INC
+$20.8K
14,061
-1%
增持
—
BLACKROCK INC
-$19.6K
624
+2%
增持
SPG
SIMON PPTY GROUP INC NEW
-$18.6K
2,503
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$17.4K
2,401
+10%
减持
—
CHUBB LIMITED
+$17.2K
2,455
-4%
增持
NUE
NUCOR CORP
-$16.7K
2,299
+0%
减持
MS
MORGAN STANLEY
-$15.3K
2,519
-3%
增持
HON
HONEYWELL INTL INC
-$13.7K
3,107
+10%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$12.1K
10,156
+1%
减持
GILD
GILEAD SCIENCES INC
-$11.1K
3,292
-2%
减持
OKE
ONEOK INC NEW
-$10.9K
8,177
-5%
增持
SCHW
SCHWAB CHARLES CORP
-$7.2K
4,415
+0%
增持
KMI
KINDER MORGAN INC DEL
-$6.3K
12,432
+1%
增持
HRI
HERC HLDGS INC
+$5.8K
2,350
+18%
增持
TSLA
TESLA INC
+$5.3K
1,424
+6%
增持
STZ
CONSTELLATION BRANDS INC
+$5.0K
918
+0%
增持
URI
UNITED RENTALS INC
+$3.7K
966
+1%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$1.9K
3,624
+1%
增持
UNP
UNION PAC CORP
-$770
1,605
+0%
增持
VTI
VANGUARD INDEX FDS
-$431
1,988
+4%
