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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 87
减持 34
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$15.3M
322,975
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$13.6M
116,542
-0%
减持
SFBS
SERVISFIRST BANCSHARES INC
+$12.3M
1,139,239
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。
-9%
减持
RTX
RTX CORPORATION
+$11.1M
543,575
-0%
减持
NEE
NEXTERA ENERGY INC
+$11.1M
807,968
-0%
增持
HD
HOME DEPOT INC
+$10.9M
170,044
+1%
增持
MCD
MCDONALDS CORP
+$10.9M
196,657
+2%
减持
SO
SOUTHERN CO
+$9.6M
785,721
-0%
增持
ABBV
ABBVIE INC
+$9.4M
360,199
+0%
增持
QCOM
QUALCOMM INC
-$9.2M
346,448
+1%
增持
GIS
GENERAL MLS INC
+$8.2M
690,718
+2%
减持
—
UNILEVER PLC
+$8.2M
858,457
-1%
减持
AAPL
APPLE INC
+$7.7M
363,921
-1%
增持
ED
CONSOLIDATED EDISON INC
+$7.7M
499,289
+1%
减持
CINF
CINCINNATI FINL CORP
+$7.4M
412,155
-0%
增持
JNJ
JOHNSON & JOHNSON
+$6.8M
345,797
+3%
增持
PAYX
PAYCHEX INC
+$6.7M
404,557
+1%
增持
TFC
TRUIST FINL CORP
+$5.6M
1,241,834
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.9M
1,086,181
+2%
减持
AJG
GALLAGHER ARTHUR J & CO
+$4.3M
235,046
-2%
减持
CL
COLGATE PALMOLIVE CO
+$4.0M
622,482
-0%
增持
TXN
TEXAS INSTRS INC
+$3.5M
235,001
+2%
减持
MSFT
MICROSOFT CORP
-$3.4M
200,855
-0%
增持
PG
PROCTER AND GAMBLE CO
+$3.2M
323,870
+1%
增持
PEP
PEPSICO INC
+$2.8M
313,111
+2%
增持
PFE
PFIZER INC
+$2.4M
1,592,222
+2%
增持
CAT
CATERPILLAR INC
+$2.2M
36,111
+1%
增持
KO
COCA COLA CO
+$2.2M
244,180
+1%
增持
ORCL
ORACLE CORP
+$2.2M
61,940
+5%
增持
CARR
CARRIER GLOBAL CORPORATION
+$2.1M
92,424
+9%
增持
BX
BLACKSTONE INC
+$2.1M
57,398
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$2.0M
305,937
-1%
增持
SHW
SHERWIN WILLIAMS CO
+$2.0M
20,353
+5%
增持
AFL
AFLAC INC
+$1.9M
84,218
+0%
增持
CVX
CHEVRON CORP NEW
-$1.9M
386,666
+3%
增持
KMB
KIMBERLY-CLARK CORP
+$1.8M
351,207
+1%
增持
META
META PLATFORMS INC
+$1.6M
14,411
+9%
增持
DE
DEERE & CO
+$1.6M
24,234
+6%
增持
—
EXXON MOBIL CORP
+$1.4M
514,753
+1%
增持
CSCO
CISCO SYS INC
+$1.4M
141,344
+9%
增持
—
ACCENTURE PLC IRELAND
+$1.3M
18,590
+8%
增持
GL
GLOBE LIFE INC
+$1.2M
48,930
+0%
增持
ABT
ABBOTT LABS
+$1.1M
65,174
+8%
增持
AXP
AMERICAN EXPRESS CO
+$1.1M
18,500
+10%
增持
V
VISA INC
+$1.0M
31,138
+8%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
189,657
-3%
增持
MA
MASTERCARD INCORPORATED
+$980.3K
13,888
+4%
增持
DG
DOLLAR GEN CORP NEW
-$971.8K
43,716
+24%
增持
GS
GOLDMAN SACHS GROUP INC
+$946.9K
15,722
+4%
增持
TGT
TARGET CORP
+$879.4K
41,489
+10%
增持
WMT
WALMART INC
+$859.2K
47,529
+8%
增持
SYK
STRYKER CORPORATION
+$838.3K
19,105
+7%
增持
QQQ
INVESCO QQQ TR
+$828.6K
3,646
+84%
增持
AMD
ADVANCED MICRO DEVICES INC
+$761.6K
47,485
+10%
增持
TJX
TJX COS INC NEW
+$701.9K
65,002
+3%
增持
RF
REGIONS FINANCIAL CORP NEW
+$647.2K
139,565
+7%
清仓
XLP
SELECT SECTOR SPDR TR
-$568.9K
0
-100%
增持
IVV
ISHARES TR
+$545.7K
17,633
+0%
建仓
ET
ENERGY TRANSFER L P
+$457.2K
28,489
减持
SJM
SMUCKER J M CO
-$447.5K
2,673
-62%
增持
PM
PHILIP MORRIS INTL INC
+$434.1K
21,577
+0%
增持
GLD
SPDR GOLD TR
+$396.9K
7,659
+12%
减持
INTC
INTEL CORP
-$352.5K
14,516
-35%
增持
SHY
ISHARES TR
+$325.9K
17,686
+26%
清仓
FOX
FOX CORP
-$320.2K
0
-100%
建仓
AVGO
BROADCOM INC
+$318.3K
1,845
增持
MRK
MERCK & CO INC
-$308.7K
30,700
+0%
减持
—
SYNOVUS FINL CORP
+$307.4K
77,388
-1%
建仓
ADBE
ADOBE INC
+$306.5K
592
建仓
ALL
ALLSTATE CORP
+$303.3K
1,599
清仓
—
PARAMOUNT GLOBAL
-$298.2K
0
-100%
清仓
APA
APA CORPORATION
-$275.4K
0
-100%
增持
TSLA
TESLA INC
+$269.7K
2,536
+27%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$253.5K
17,401
清仓
—
PATTERSON COS INC
-$253.3K
0
-100%
增持
T
AT&T INC
+$248.5K
84,812
+0%
建仓
NVO
NOVO-NORDISK A S
+$246.8K
2,073
建仓
ROST
ROSS STORES INC
+$241.7K
1,606
减持
GOOG
ALPHABET INC
-$230.6K
11,939
-2%
增持
MO
ALTRIA GROUP INC
+$230.6K
41,040
+0%
清仓
DAN
DANA INC
-$230.3K
0
-100%
减持
GPN
GLOBAL PMTS INC
-$229.7K
5,289
-34%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$226.6K
0
-100%
增持
EMR
EMERSON ELEC CO
+$224.3K
483,941
+1%
建仓
NKE
NIKE INC
+$222.7K
2,519
清仓
COIN
COINBASE GLOBAL INC
-$222.2K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$222.1K
452
建仓
FSLR
FIRST SOLAR INC
+$221.8K
889
增持
GOOGL
ALPHABET INC
-$218.4K
57,297
+7%
建仓
SCHD
SCHWAB STRATEGIC TR
+$217.6K
2,575
减持
VUG
VANGUARD INDEX FDS
-$216.1K
1,482
-29%
建仓
AEE
AMEREN CORP
+$215.2K
2,460
清仓
WHR
WHIRLPOOL CORP
-$214.6K
0
-100%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$213.8K
899
增持
CRM
SALESFORCE INC
+$211.1K
1,596
+82%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$211.1K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$210.8K
8,387
-0%
建仓
VOT
VANGUARD INDEX FDS
+$205.0K
842
建仓
VFH
VANGUARD WORLD FD
+$204.2K
1,858
建仓
VB
VANGUARD INDEX FDS
+$203.4K
857
增持
SBUX
STARBUCKS CORP
+$201.0K
5,870
+23%
增持
—
BLACKROCK INC
+$198.8K
750
+15%
增持
HRI
HERC HLDGS INC
+$177.8K
6,200
+2%
增持
COST
COSTCO WHSL CORP NEW
+$164.5K
1,850
+7%
减持
DUK
DUKE ENERGY CORP NEW
+$163.9K
12,145
-2%
增持
AMZN
AMAZON COM INC
+$162.0K
55,874
+5%
增持
REGN
REGENERON PHARMACEUTICALS
+$157.7K
360
+71%
减持
MU
MICRON TECHNOLOGY INC
-$154.8K
4,464
-5%
增持
MPT
MEDICAL PPTYS TRUST INC
+$151.8K
39,725
+112%
减持
MDLZ
MONDELEZ INTL INC
+$146.0K
18,848
-1%
增持
OKE
ONEOK INC NEW
+$133.8K
12,269
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$132.3K
2,392
+5%
增持
UNP
UNION PAC CORP
+$125.8K
1,945
+24%
增持
BABA
ALIBABA GROUP HLDG LTD
+$116.1K
3,340
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$109.9K
277
+40%
减持
XLV
SELECT SECTOR SPDR TR
-$103.5K
7,712
-13%
增持
AEP
AMERICAN ELEC PWR CO INC
+$102.7K
6,852
+0%
减持
PTLC
PACER FDS TR
-$100.6K
17,599
-15%
减持
DIS
DISNEY WALT CO
-$100.3K
10,937
-6%
清仓
VOD
VODAFONE GROUP PLC NEW
-$91.4K
0
-100%
增持
XEL
XCEL ENERGY INC
+$90.8K
4,989
+13%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$84.3K
9,113
-24%
清仓
WBD
WARNER BROS DISCOVERY INC
-$84.3K
0
-100%
增持
NFLX
NETFLIX INC
+$83.9K
751
+13%
增持
ETR
ENTERGY CORP NEW
+$80.8K
3,046
+2%
减持
PSX
PHILLIPS 66
-$79.7K
3,647
-8%
减持
VMC
VULCAN MATLS CO
-$75.0K
27,751
-2%
增持
NSC
NORFOLK SOUTHN CORP
+$71.3K
1,920
+2%
增持
GD
GENERAL DYNAMICS CORP
+$62.9K
1,868
+8%
增持
FE
FIRSTENERGY CORP
+$62.0K
9,901
+0%
增持
LLY
ELI LILLY & CO
+$61.9K
6,548
+3%
增持
YUM
YUM BRANDS INC
+$61.4K
5,140
+4%
增持
XLE
SELECT SECTOR SPDR TR
+$61.1K
12,256
+10%
增持
HAL
HALLIBURTON CO
-$60.7K
12,841
+0%
清仓
TV
GRUPO TELEVISA S A B
-$55.4K
0
-100%
增持
SLV
ISHARES SILVER TR
+$55.1K
19,862
+4%
增持
AMAT
APPLIED MATLS INC
+$50.5K
1,505
+40%
增持
WFC
WELLS FARGO CO NEW
-$50.4K
21,360
+1%
增持
DVY
ISHARES TR
+$46.2K
3,254
+0%
减持
VO
VANGUARD INDEX FDS
+$44.7K
2,514
-2%
增持
KHC
KRAFT HEINZ CO
+$43.9K
14,936
+0%
增持
HON
HONEYWELL INTL INC
-$43.7K
7,053
+0%
增持
—
PROASSURANCE CORP
+$43.6K
12,614
+5%
减持
NVS
NOVARTIS AG
+$43.4K
9,842
-4%
增持
SCHW
SCHWAB CHARLES CORP
-$37.3K
4,286
+0%
增持
DVN
DEVON ENERGY CORP NEW
-$31.9K
6,857
+8%
增持
VTI
VANGUARD INDEX FDS
+$31.5K
1,971
+0%
增持
F
FORD MTR CO
-$31.3K
15,897
+0%
减持
KMI
KINDER MORGAN INC DEL
+$27.7K
12,866
-0%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$27.4K
10,853
-2%
