小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 20
增持 68
减持 50
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
TFC
TRUIST FINL CORP
+$20.2M
1,197,509
+67%
清仓
XLF
SELECT SECTOR SPDR TR
-$15.6M
0
-100%
增持
PFE
PFIZER INC
+$14.8M
1,492,607
+61%
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
AAPL
APPLE INC
-$9.4M
358,258
-3%
增持
—
EXXON MOBIL CORP
+$9.3M
514,561
+2%
增持
RTX
RTX CORPORATION
+$9.0M
548,655
+4%
增持
CINF
CINCINNATI FINL CORP
+$8.7M
410,991
+0%
增持
NEE
NEXTERA ENERGY INC
+$8.3M
794,225
+14%
减持
ABBV
ABBVIE INC
+$7.9M
357,441
-3%
减持
NVDA
NVIDIA CORPORATION
+$7.2M
20,312
-9%
减持
JPM
JPMORGAN CHASE & CO
+$7.2M
315,037
-4%
增持
GIS
GENERAL MLS INC
+$6.4M
665,037
+8%
减持
EMR
EMERSON ELEC CO
+$6.4M
483,432
-3%
减持
CL
COLGATE PALMOLIVE CO
+$6.2M
627,813
-1%
减持
QCOM
QUALCOMM INC
+$6.0M
353,288
-5%
增持
CVX
CHEVRON CORP NEW
+$5.9M
372,870
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.7M
324,278
-6%
增持
META
META PLATFORMS INC
+$5.4M
12,858
+414%
增持
KMB
KIMBERLY-CLARK CORP
+$5.3M
346,119
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.9M
1,048,902
+1%
减持
PG
PROCTER AND GAMBLE CO
+$4.9M
319,643
-0%
增持
TXN
TEXAS INSTRS INC
+$4.9M
229,149
+12%
减持
HD
HOME DEPOT INC
+$4.9M
166,967
-2%
减持
VOO
VANGUARD INDEX FDS
-$4.8M
8,361
-59%
减持
XLV
SELECT SECTOR SPDR TR
-$3.9M
2,098
-93%
减持
DIS
DISNEY WALT CO
-$3.5M
7,523
-84%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.4M
16,682
-80%
增持
PEP
PEPSICO INC
+$3.3M
299,911
+4%
增持
—
UNILEVER PLC
+$3.1M
857,776
+4%
减持
MSFT
MICROSOFT CORP
+$2.9M
202,580
-7%
减持
MCD
MCDONALDS CORP
-$2.9M
186,215
-0%
减持
AJG
GALLAGHER ARTHUR J & CO
+$2.9M
241,817
-6%
增持
JNJ
JOHNSON & JOHNSON
+$2.8M
326,765
+5%
减持
IVV
ISHARES TR
-$2.7M
17,595
-29%
增持
CAT
CATERPILLAR INC
+$2.5M
34,949
+1%
增持
SO
SOUTHERN CO
+$2.1M
789,070
+1%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$2.0M
1,274,271
-2%
减持
BIL
SPDR SER TR
-$2.0M
11,523
-65%
增持
LMT
LOCKHEED MARTIN CORP
+$1.9M
115,366
+3%
增持
TGT
TARGET CORP
+$1.8M
36,553
+10%
增持
LLY
ELI LILLY & CO
+$1.5M
5,941
+12%
增持
ORCL
ORACLE CORP
+$1.4M
58,312
+4%
减持
PAYX
PAYCHEX INC
+$1.4M
397,903
-0%
增持
ED
CONSOLIDATED EDISON INC
+$1.3M
489,378
+3%
增持
DG
DOLLAR GEN CORP NEW
+$1.3M
32,305
+17%
增持
VMC
VULCAN MATLS CO
+$1.2M
25,599
+0%
减持
AMZN
AMAZON COM INC
+$1.1M
52,752
-4%
增持
SYK
STRYKER CORPORATION
+$1.1M
17,322
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
39,844
-4%
增持
KO
COCA COLA CO
+$1.1M
229,118
+4%
增持
MA
MASTERCARD INCORPORATED
+$878.2K
12,983
+3%
增持
DE
DEERE & CO
+$846.1K
20,299
+8%
增持
MRK
MERCK & CO INC
+$820.8K
30,850
+3%
增持
V
VISA INC
+$811.3K
25,608
+5%
增持
SHW
SHERWIN WILLIAMS CO
+$806.3K
18,883
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$784.8K
14,810
+6%
增持
GOOGL
ALPHABET INC
+$755.9K
53,016
+2%
增持
TJX
TJX COS INC NEW
+$752.0K
61,385
+5%
增持
ABT
ABBOTT LABS
+$743.9K
57,626
+9%
增持
CARR
CARRIER GLOBAL CORPORATION
+$707.5K
79,358
+17%
减持
XLK
SELECT SECTOR SPDR TR
-$681.4K
3,366
-53%
清仓
IHE
ISHARES TR
-$656.7K
0
-100%
增持
BAC
BANK AMERICA CORP
+$609.9K
40,294
+48%
减持
SPY
SPDR S&P 500 ETF TR
-$580.1K
2,293
-39%
清仓
SONY
SONY GROUP CORP
-$568.1K
0
-100%
增持
CSCO
CISCO SYS INC
+$547.6K
123,316
+11%
清仓
AVDX
AVIDXCHANGE HOLDINGS INC
-$497.1K
0
-100%
清仓
XSD
SPDR SER TR
-$449.6K
0
-100%
清仓
KRE
SPDR SER TR
-$393.3K
0
-100%
建仓
NFLX
NETFLIX INC
+$377.8K
622
增持
WMT
WALMART INC
+$364.0K
42,907
+205%
建仓
ITT
ITT INC
+$341.7K
2,512
增持
VUG
VANGUARD INDEX FDS
+$319.4K
2,104
+62%
增持
GL
GLOBE LIFE INC
+$291.5K
51,157
+10%
清仓
XLU
SELECT SECTOR SPDR TR
-$285.1K
0
-100%
减持
HON
HONEYWELL INTL INC
-$281.7K
3,732
-25%
清仓
LOW
LOWES COS INC
-$271.7K
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$265.1K
1,000
建仓
VTV
VANGUARD INDEX FDS
+$255.4K
1,568
清仓
MINT
PIMCO ETF TR
-$253.7K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$248.4K
220
建仓
AMGN
AMGEN INC
+$242.0K
851
建仓
EW
EDWARDS LIFESCIENCES CORP
+$234.4K
2,453
建仓
AMAT
APPLIED MATLS INC
+$224.0K
1,086
建仓
AEM
AGNICO EAGLE MINES LTD
+$223.8K
3,752
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$223.2K
384
建仓
EFX
EQUIFAX INC
+$222.3K
831
减持
BA
BOEING CO
-$221.0K
2,110
-12%
建仓
GFF
GRIFFON CORP
+$220.0K
3,000
建仓
CHE
CHEMED CORP NEW
+$215.0K
335
清仓
—
KELLANOVA
-$213.9K
0
-100%
建仓
ADSK
AUTODESK INC
+$208.6K
801
清仓
EXPE
EXPEDIA GROUP INC
-$206.9K
0
-100%
建仓
—
LAM RESEARCH CORP
+$206.6K
213
增持
—
EATON CORP PLC
+$205.9K
2,819
+0%
建仓
HAL
HALLIBURTON CO
+$203.1K
5,153
建仓
OEF
ISHARES TR
+$202.9K
820
清仓
TDG
TRANSDIGM GROUP INC
-$202.3K
0
-100%
减持
RF
REGIONS FINANCIAL CORP NEW
+$201.7K
123,760
-0%
建仓
SHEL
SHELL PLC
+$200.2K
2,986
增持
WM
WASTE MGMT INC DEL
+$198.8K
5,827
+0%
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$191.3K
80,096
-4%
增持
PCAR
PACCAR INC
+$184.6K
5,829
+6%
增持
FANG
DIAMONDBACK ENERGY INC
+$165.3K
3,367
+4%
减持
INTC
INTEL CORP
-$162.0K
19,208
-4%
增持
MU
MICRON TECHNOLOGY INC
+$159.0K
4,448
+4%
增持
OKE
ONEOK INC NEW
+$155.2K
9,069
+11%
增持
—
CHUBB LIMITED
+$152.6K
2,886
+10%
减持
GOOG
ALPHABET INC
+$144.3K
12,882
-0%
减持
SJM
SMUCKER J M CO
-$144.3K
2,673
-30%
建仓
—
PARAMOUNT GLOBAL
+$142.4K
12,102
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$141.8K
11,116
-1%
减持
MPC
MARATHON PETE CORP
+$135.3K
2,549
-0%
增持
MO
ALTRIA GROUP INC
+$129.3K
38,886
+0%
增持
COST
COSTCO WHSL CORP NEW
+$126.7K
1,728
+0%
增持
—
ACCENTURE PLC IRELAND
+$124.8K
15,732
+4%
增持
GLD
SPDR GOLD TR
+$119.0K
5,942
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$116.9K
5,876
+13%
增持
BX
BLACKSTONE INC
+$114.8K
53,208
+1%
减持
AFL
AFLAC INC
+$112.5K
33,851
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$105.9K
12,863
+26%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$105.7K
3,644
-21%
增持
TSLA
TESLA INC
-$104.3K
1,539
+2%
减持
WRAP
WRAP TECHNOLOGIES INC
-$102.3K
51,253
-27%
减持
PSX
PHILLIPS 66
+$99.6K
3,949
-4%
减持
NVS
NOVARTIS AG
-$99.5K
10,226
-5%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$94.3K
12,882
+13%
建仓
LEXX
LEXARIA BIOSCIENCE CORP
+$87.1K
24,000
增持
DVN
DEVON ENERGY CORP NEW
+$78.8K
6,133
+21%
增持
VYM
VANGUARD WHITEHALL FDS
+$77.9K
5,928
+4%
增持
T
AT&T INC
+$71.7K
67,164
+1%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$66.3K
4,369
-3%
增持
IVW
ISHARES TR
+$61.1K
4,318
+7%
增持
IJH
ISHARES TR
+$57.0K
5,460
+451%
减持
QQQ
INVESCO QQQ TR
+$56.3K
1,645
-0%
减持
URI
UNITED RENTALS INC
+$55.2K
956
-14%
减持
MLM
MARTIN MARIETTA MATLS INC
+$43.9K
1,188
-14%
减持
VOT
VANGUARD INDEX FDS
-$42.1K
881
-23%
减持
VO
VANGUARD INDEX FDS
-$40.1K
2,519
-12%
减持
CXT
CRANE NXT CO
-$39.3K
3,500
-22%
减持
SBUX
STARBUCKS CORP
-$39.0K
4,994
-3%
减持
GD
GENERAL DYNAMICS CORP
+$38.0K
1,710
-0%
增持
REGN
REGENERON PHARMACEUTICALS
+$37.6K
413
+1%
增持
GILD
GILEAD SCIENCES INC
+$36.3K
4,136
+26%
增持
MDLZ
MONDELEZ INTL INC
-$36.1K
14,887
+0%
增持
SPG
SIMON PPTY GROUP INC NEW
+$35.4K
2,513
+0%
减持
IJR
ISHARES TR
-$32.0K
2,726
-11%
减持
NSC
NORFOLK SOUTHN CORP
+$31.3K
1,890
-1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$31.0K
3,015
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$30.7K
2,423
+0%
