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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 20
增持 96
减持 29
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SFBS
SERVISFIRST BANCSHARES INC
+$18.7M
1,299,473
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$14.6M
413,828
+1334%
增持
QCOM
QUALCOMM INC
+$13.3M
372,358
+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。
减持
MSFT
MICROSOFT CORP
+$11.7M
218,856
-2%
增持
JPM
JPMORGAN CHASE & CO
+$8.3M
328,466
+0%
增持
HD
HOME DEPOT INC
+$8.3M
170,810
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$8.2M
343,845
+1%
增持
—
EXXON MOBIL CORP
-$8.0M
504,732
+2%
减持
AAPL
APPLE INC
+$7.5M
367,709
-1%
增持
RTX
RTX CORPORATION
+$7.5M
529,415
+3%
增持
MCD
MCDONALDS CORP
+$7.0M
186,937
+2%
增持
CL
COLGATE PALMOLIVE CO
+$6.3M
631,892
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$6.2M
1,037,218
+2%
减持
PFE
PFIZER INC
-$5.9M
924,305
-6%
增持
LMT
LOCKHEED MARTIN CORP
+$5.9M
111,685
+2%
增持
CVX
CHEVRON CORP NEW
-$5.4M
354,856
+2%
增持
SO
SOUTHERN CO
+$4.7M
777,822
+1%
减持
TFC
TRUIST FINL CORP
-$4.7M
716,626
-34%
增持
NEE
NEXTERA ENERGY INC
+$4.5M
699,039
+5%
增持
IVV
ISHARES TR
+$4.4M
24,942
+43%
增持
TXN
TEXAS INSTRS INC
+$3.7M
205,478
+4%
增持
ED
CONSOLIDATED EDISON INC
+$3.4M
474,067
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$3.0M
30,946
+237%
增持
ABBV
ABBVIE INC
+$3.0M
368,946
+2%
增持
PAYX
PAYCHEX INC
+$2.1M
398,412
+1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$2.0M
255,932
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
41,455
+0%
增持
GIS
GENERAL MLS INC
+$1.8M
615,389
+3%
增持
AMZN
AMAZON COM INC
+$1.4M
55,089
+0%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
312,238
+2%
增持
BX
BLACKSTONE INC
+$1.3M
52,514
+0%
增持
PEP
PEPSICO INC
+$1.2M
289,561
+2%
增持
EMR
EMERSON ELEC CO
+$1.2M
497,199
+2%
增持
DG
DOLLAR GEN CORP NEW
+$1.1M
27,545
+12%
增持
SHW
SHERWIN WILLIAMS CO
+$1.1M
18,443
+1%
增持
TGT
TARGET CORP
+$1.1M
33,140
+1%
增持
CINF
CINCINNATI FINL CORP
+$1.1M
409,631
+1%
建仓
SHY
ISHARES TR
+$1.0M
12,195
增持
GS
GOLDMAN SACHS GROUP INC
+$964.4K
14,001
+2%
增持
KMB
KIMBERLY-CLARK CORP
+$927.1K
325,154
+2%
增持
KO
COCA COLA CO
+$917.5K
220,048
+2%
增持
VOO
VANGUARD INDEX FDS
+$899.3K
20,301
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$813.2K
83,550
-5%
增持
V
VISA INC
+$803.6K
24,334
+1%
减持
NVDA
NVIDIA CORPORATION
+$790.3K
22,437
-5%
增持
DE
DEERE & CO
+$789.7K
18,735
+5%
减持
CAT
CATERPILLAR INC
+$787.8K
34,760
-0%
增持
ABT
ABBOTT LABS
+$708.6K
52,747
+0%
增持
PG
PROCTER AND GAMBLE CO
+$707.0K
320,432
+1%
增持
—
ACCENTURE PLC IRELAND
+$699.7K
15,183
+1%
增持
GL
GLOBE LIFE INC
+$696.5K
46,514
+2%
增持
AXP
AMERICAN EXPRESS CO
+$658.2K
13,342
+8%
建仓
IHE
ISHARES TR
+$656.7K
3,542
增持
XLK
SELECT SECTOR SPDR TR
+$656.2K
7,182
+62%
减持
BIL
SPDR SER TR
-$580.3K
33,370
-16%
增持
SPY
SPDR S&P 500 ETF TR
+$567.3K
3,744
+32%
减持
VMC
VULCAN MATLS CO
+$564.9K
25,597
-1%
减持
—
SYNOVUS FINL CORP
+$540.6K
63,790
-5%
增持
SYK
STRYKER CORPORATION
+$508.4K
16,886
+1%
增持
HON
HONEYWELL INTL INC
+$473.7K
4,996
+61%
增持
DIS
DISNEY WALT CO
+$450.9K
48,427
+0%
建仓
XSD
SPDR SER TR
+$449.6K
2,000
增持
MA
MASTERCARD INCORPORATED
+$445.0K
12,600
+1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$399.0K
67,982
+7%
建仓
KRE
SPDR SER TR
+$393.3K
7,501
增持
GGG
GRACO INC
+$375.0K
22,291
+4%
减持
GOOGL
ALPHABET INC
+$357.6K
51,870
-1%
增持
RF
REGIONS FINANCIAL CORP NEW
+$337.4K
123,954
+3%
增持
META
META PLATFORMS INC
+$327.5K
2,501
+35%
建仓
NPO
ENPRO INDS INC
+$313.5K
2,000
增持
CR
CRANE COMPANY
+$309.1K
6,000
+33%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$295.3K
15,247
增持
RSG
REPUBLIC SVCS INC
+$293.4K
6,735
+17%
增持
CSCO
CISCO SYS INC
-$291.5K
110,988
+1%
建仓
XLU
SELECT SECTOR SPDR TR
+$285.1K
4,502
减持
INTC
INTEL CORP
+$282.6K
20,108
-2%
建仓
BNY
BANK NEW YORK MELLON CORP
+$277.7K
5,336
建仓
MINT
PIMCO ETF TR
+$253.7K
2,542
建仓
FLS
FLOWSERVE CORP
+$253.5K
6,150
减持
TJX
TJX COS INC NEW
+$251.4K
58,348
-1%
建仓
VOT
VANGUARD INDEX FDS
+$249.9K
1,138
建仓
CRM
SALESFORCE INC
+$237.9K
904
建仓
FE
FIRSTENERGY CORP
+$234.8K
6,406
增持
GOOG
ALPHABET INC
+$232.6K
12,894
+7%
减持
DVN
DEVON ENERGY CORP NEW
-$231.3K
5,054
-48%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$224.0K
2,900
+32%
清仓
SHEL
SHELL PLC
-$221.9K
0
-100%
增持
BA
BOEING CO
+$221.2K
2,410
+14%
清仓
YUMC
YUM CHINA HLDGS INC
-$220.1K
0
-100%
建仓
WRAP
WRAP TECHNOLOGIES INC
+$218.1K
70,353
建仓
—
PATTERSON COS INC
+$213.4K
7,500
建仓
TFIN
TRIUMPH FINANCIAL INC
+$212.0K
2,644
建仓
MOD
MODINE MFG CO
+$208.9K
3,500
建仓
EXPE
EXPEDIA GROUP INC
+$206.9K
1,363
清仓
CAG
CONAGRA BRANDS INC
-$206.6K
0
-100%
清仓
IWF
ISHARES TR
-$206.1K
0
-100%
增持
URI
UNITED RENTALS INC
+$204.7K
1,106
+14%
增持
HRI
HERC HLDGS INC
+$204.4K
3,250
+38%
清仓
CVS
CVS HEALTH CORP
-$204.3K
0
-100%
建仓
USB
US BANCORP DEL
+$202.7K
4,683
建仓
TDG
TRANSDIGM GROUP INC
+$202.3K
200
增持
AFL
AFLAC INC
+$196.1K
33,866
+0%
增持
MLI
MUELLER INDS INC
+$194.8K
12,500
+138%
增持
WFC
WELLS FARGO CO NEW
+$184.0K
14,666
+11%
增持
XYL
XYLEM INC
+$180.1K
4,600
+21%
增持
IEX
IDEX CORP
+$170.2K
2,700
+35%
增持
MLM
MARTIN MARIETTA MATLS INC
+$162.6K
1,374
+8%
增持
VUG
VANGUARD INDEX FDS
+$160.5K
1,302
+45%
增持
SONY
SONY GROUP CORP
+$156.1K
6,000
+20%
减持
MRK
MERCK & CO INC
+$153.1K
29,810
-1%
减持
COST
COSTCO WHSL CORP NEW
+$151.2K
1,726
-1%
减持
BAC
BANK AMERICA CORP
+$149.8K
27,266
-3%
增持
GATX
GATX CORP
+$143.1K
3,012
+50%
减持
WM
WASTE MGMT INC DEL
+$140.1K
5,825
-2%
增持
REGN
REGENERON PHARMACEUTICALS
+$137.6K
410
+52%
增持
SJM
SMUCKER J M CO
+$136.3K
3,804
+36%
增持
MDLZ
MONDELEZ INTL INC
+$135.4K
14,886
+10%
增持
—
UNILEVER PLC
+$131.6K
824,466
+2%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$129.6K
3,014
+43%
增持
—
EATON CORP PLC
+$129.3K
2,805
+10%
减持
LLY
ELI LILLY & CO
+$125.5K
5,299
-4%
增持
T
AT&T INC
+$125.2K
66,174
+1%
增持
TXT
TEXTRON INC
+$121.7K
5,400
+35%
增持
DUK
DUKE ENERGY CORP NEW
+$115.3K
11,180
+2%
增持
ACA
ARCOSA INC
+$114.9K
4,000
+33%
减持
DVY
ISHARES TR
-$109.1K
3,665
-27%
减持
GLD
SPDR GOLD TR
+$108.9K
5,772
-0%
增持
ORCL
ORACLE CORP
+$101.0K
55,838
+2%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$95.7K
4,621
+12%
增持
STT
STATE STR CORP
+$94.4K
4,848
+15%
增持
—
CNH INDL N V
+$94.3K
26,118
+41%
减持
—
BLACKROCK INC
+$93.4K
612
-2%
增持
PSX
PHILLIPS 66
+$92.6K
4,097
+9%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$90.7K
11,400
+17%
增持
SPG
SIMON PPTY GROUP INC NEW
+$87.5K
2,509
+0%
增持
—
CHUBB LIMITED
+$84.2K
2,634
+7%
增持
GPC
GENUINE PARTS CO
+$82.1K
9,090
+12%
增持
NSC
NORFOLK SOUTHN CORP
+$75.7K
1,906
+0%
减持
MPT
MEDICAL PPTYS TRUST INC
-$73.6K
12,598
-49%
增持
UNP
UNION PAC CORP
+$67.6K
1,606
+0%
增持
—
BP PRUDHOE BAY RTY TR
-$65.9K
21,059
+27%
减持
PTLC
PACER FDS TR
+$65.0K
22,322
-1%
增持
MO
ALTRIA GROUP INC
-$64.7K
38,843
+0%
减持
VO
VANGUARD INDEX FDS
+$63.4K
2,878
-1%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$61.9K
83,096
-4%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$61.2K
4,632
+28%
增持
VGT
VANGUARD WORLD FDS
+$59.9K
863
+0%
增持
DEO
DIAGEO PLC
+$58.5K
3,800
+15%
增持
COP
CONOCOPHILLIPS
+$57.7K
9,945
+9%
减持
GD
GENERAL DYNAMICS CORP
+$56.2K
1,714
-3%
