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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 75
减持 43
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
PFE
PFIZER INC
-$18.8M
1,032,856
-35%
增持
XLV
SELECT SECTOR SPDR TR
+$12.2M
97,418
+1163%
增持
LMT
LOCKHEED MARTIN CORP
-$11.2M
117,754
+1%
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
NEE
NEXTERA ENERGY INC
-$10.7M
802,465
-1%
减持
GIS
GENERAL MLS INC
-$7.6M
684,988
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$7.5M
301,071
-2%
减持
JNJ
JOHNSON & JOHNSON
-$7.4M
339,526
-2%
增持
CL
COLGATE PALMOLIVE CO
-$7.3M
631,619
+1%
增持
ED
CONSOLIDATED EDISON INC
-$7.2M
502,903
+1%
增持
ABBV
ABBVIE INC
-$6.9M
364,516
+1%
减持
EMR
EMERSON ELEC CO
+$6.8M
480,432
-1%
增持
—
UNILEVER PLC
-$6.7M
863,801
+1%
减持
SO
SOUTHERN CO
-$6.6M
780,346
-1%
减持
AAPL
APPLE INC
+$6.3M
361,297
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$6.2M
1,074,430
-1%
减持
—
EXXON MOBIL CORP
-$6.2M
512,125
-1%
增持
PEP
PEPSICO INC
-$5.3M
315,840
+1%
增持
QCOM
QUALCOMM INC
-$4.6M
351,061
+1%
增持
IVV
ISHARES TR
+$4.4M
24,704
+40%
增持
TXN
TEXAS INSTRS INC
-$3.9M
237,479
+1%
清仓
DG
DOLLAR GEN CORP NEW
-$3.7M
0
-100%
增持
AVGO
BROADCOM INC
+$3.7M
16,863
+814%
增持
KMB
KIMBERLY-CLARK CORP
-$3.6M
354,631
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$3.6M
8,448
+253%
减持
RTX
RTX CORPORATION
-$3.4M
542,103
-0%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$3.0M
1,035,624
-9%
增持
HD
HOME DEPOT INC
-$2.6M
170,173
+0%
增持
AMZN
AMAZON COM INC
+$2.3M
57,438
+3%
减持
PAYX
PAYCHEX INC
+$2.2M
403,801
-0%
减持
CINF
CINCINNATI FINL CORP
+$2.2M
407,097
-1%
增持
MCD
MCDONALDS CORP
-$2.1M
199,402
+1%
减持
NVDA
NVIDIA CORPORATION
+$2.1M
182,764
-4%
增持
KO
COCA COLA CO
-$2.1M
249,437
+2%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$2.0M
35,204
增持
GOOGL
ALPHABET INC
+$1.9M
59,438
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.6M
50,466
+6%
增持
PG
PROCTER AND GAMBLE CO
-$1.6M
326,148
+1%
增持
V
VISA INC
+$1.4M
31,446
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.3M
15,868
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.1M
319,247
-1%
增持
CSCO
CISCO SYS INC
+$1.1M
145,248
+3%
减持
BX
BLACKSTONE INC
+$1.1M
57,212
-0%
增持
TFC
TRUIST FINL CORP
+$987.5K
1,247,422
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$952.5K
95,071
+3%
减持
AFL
AFLAC INC
-$951.8K
82,196
-2%
增持
MSFT
MICROSOFT CORP
-$919.3K
201,277
+0%
建仓
XLP
SELECT SECTOR SPDR TR
+$875.3K
11,169
建仓
XLU
SELECT SECTOR SPDR TR
+$852.7K
11,255
增持
MA
MASTERCARD INCORPORATED
+$776.3K
14,526
+5%
减持
LLY
ELI LILLY & CO
-$771.2K
6,500
-1%
增持
TGT
TARGET CORP
-$767.6K
42,199
+2%
增持
CAT
CATERPILLAR INC
-$759.6K
36,814
+2%
增持
SHW
SHERWIN WILLIAMS CO
-$703.8K
20,854
+2%
建仓
XLC
SELECT SECTOR SPDR TR
+$678.0K
6,980
增持
META
META PLATFORMS INC
+$648.8K
15,050
+4%
增持
AXP
AMERICAN EXPRESS CO
+$579.4K
18,823
+2%
增持
CVX
CHEVRON CORP NEW
-$533.0K
394,292
+2%
减持
AJG
GALLAGHER ARTHUR J & CO
+$488.4K
234,210
-0%
减持
MRK
MERCK & CO INC
-$470.0K
30,663
-0%
增持
GOOG
ALPHABET INC
+$439.9K
12,642
+6%
增持
TJX
TJX COS INC NEW
+$438.7K
66,719
+3%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$434.5K
7,496
减持
WMT
WALMART INC
+$395.6K
46,744
-2%
增持
DE
DEERE & CO
+$386.9K
24,728
+2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$341.1K
4,419
减持
TSLA
TESLA INC
+$338.3K
2,400
-5%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$317.5K
0
-100%
增持
ABT
ABBOTT LABS
+$313.6K
68,653
+5%
增持
GPC
GENUINE PARTS CO
-$310.5K
13,016
+0%
增持
WFC
WELLS FARGO CO NEW
+$310.4K
21,545
+1%
清仓
ADBE
ADOBE INC
-$306.5K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$304.9K
7,617
-9%
建仓
IYH
ISHARES TR
+$300.8K
5,171
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$300.5K
5,250
建仓
IHE
ISHARES TR
+$284.8K
4,358
增持
DVY
ISHARES TR
+$282.3K
5,514
+69%
清仓
SCHW
SCHWAB CHARLES CORP
-$277.8K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$268.3K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$266.0K
18,847
-0%
增持
—
ACCENTURE PLC IRELAND
+$258.3K
19,375
+4%
建仓
COIN
COINBASE GLOBAL INC
+$255.6K
1,000
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$253.3K
0
-100%
建仓
MINT
PIMCO ETF TR
+$250.9K
2,492
清仓
AOS
SMITH A O CORP
-$247.4K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$246.8K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$241.2K
0
-100%
清仓
BF/A
BROWN FORMAN CORP
-$240.4K
0
-100%
清仓
—
LAM RESEARCH CORP
-$239.7K
0
-100%
建仓
LOW
LOWES COS INC
+$238.8K
968
增持
SYK
STRYKER CORPORATION
+$237.6K
19,708
+3%
清仓
NKE
NIKE INC
-$222.7K
0
-100%
增持
VMC
VULCAN MATLS CO
+$222.0K
27,780
+0%
清仓
FSLR
FIRST SOLAR INC
-$221.8K
0
-100%
增持
HON
HONEYWELL INTL INC
+$220.0K
7,405
+5%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$213.8K
0
-100%
减持
NVS
NOVARTIS AG
-$211.5K
9,458
-4%
清仓
—
LIBERTY GLOBAL LTD
-$211.1K
0
-100%
建仓
SMBK
SMARTFINANCIAL INC
+$202.4K
6,499
增持
BSX
BOSTON SCIENTIFIC CORP
+$184.4K
4,539
+71%
减持
COP
CONOCOPHILLIPS
-$184.0K
9,428
-10%
增持
ORCL
ORACLE CORP
-$178.9K
62,163
+0%
清仓
F
FORD MTR CO
-$167.9K
0
-100%
增持
SHY
ISHARES TR
+$162.1K
19,927
+13%
减持
BAC
BANK AMERICA CORP
-$162.0K
34,700
-18%
增持
QQQ
INVESCO QQQ TR
+$150.9K
3,744
+3%
增持
NEM
NEWMONT CORP
-$141.7K
8,626
+0%
减持
—
SOUTHERN STS BANCSHARES INC
-$137.0K
6,182
-45%
减持
NFLX
NETFLIX INC
+$135.5K
742
-1%
增持
NOC
NORTHROP GRUMMAN CORP
-$123.8K
2,870
+4%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$121.8K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
-$119.9K
368
+2%
增持
COST
COSTCO WHSL CORP NEW
+$116.7K
1,905
+3%
减持
MPT
MEDICAL PPTYS TRUST INC
-$108.7K
33,256
-16%
增持
ET
ENERGY TRANSFER L P
+$107.8K
28,875
+1%
减持
GL
GLOBE LIFE INC
+$106.3K
48,099
-2%
减持
MPC
MARATHON PETE CORP
-$96.6K
2,350
-8%
减持
RSG
REPUBLIC SVCS INC
-$95.0K
8,122
-6%
减持
PSX
PHILLIPS 66
-$88.1K
3,494
-4%
减持
CRM
SALESFORCE INC
+$86.6K
1,559
-2%
增持
NUE
NUCOR CORP
-$79.2K
2,300
+0%
清仓
WRAP
WRAP TECHNOLOGIES INC
-$76.9K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
-$73.7K
12,316
+1%
清仓
LEXX
LEXARIA BIOSCIENCE CORP
-$73.2K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
-$70.5K
6,871
+0%
增持
KHC
KRAFT HEINZ CO
-$70.1K
14,962
+0%
增持
COF
CAPITAL ONE FINL CORP
+$66.3K
2,331
+0%
增持
T
AT&T INC
+$64.4K
85,372
+1%
减持
INTC
INTEL CORP
-$63.0K
14,003
-4%
增持
RF
REGIONS FINANCIAL CORP NEW
+$63.0K
140,279
+1%
减持
BA
BOEING CO
+$62.6K
2,610
-0%
增持
ETR
ENTERGY CORP NEW
+$60.6K
6,092
+100%
增持
MS
MORGAN STANLEY
+$59.7K
2,281
+5%
增持
—
BLACKROCK INC
+$59.5K
751
+0%
减持
YUM
YUM BRANDS INC
-$57.6K
4,947
-4%
增持
MU
MICRON TECHNOLOGY INC
-$56.5K
4,764
+7%
减持
HAL
HALLIBURTON CO
-$53.7K
11,843
-8%
增持
AMGN
AMGEN INC
-$53.5K
853
+0%
增持
SONY
SONY GROUP CORP
+$53.0K
25,265
+405%
增持
XLK
SELECT SECTOR SPDR TR
+$53.0K
3,467
+3%
增持
DOW
DOW INC
-$51.2K
8,320
+20%
减持
KMI
KINDER MORGAN INC DEL
+$50.1K
12,220
-5%
减持
—
EATON CORP PLC
-$46.6K
2,657
-5%
增持
MO
ALTRIA GROUP INC
+$45.2K
41,088
+0%
增持
FE
FIRSTENERGY CORP
-$44.7K
9,950
+0%
减持
D
DOMINION ENERGY INC
-$43.5K
7,666
-3%
增持
AMAT
APPLIED MATLS INC
-$42.5K
1,598
+6%
增持
UNP
UNION PAC CORP
-$35.9K
1,947
+0%
增持
MGK
VANGUARD WORLD FD
+$35.8K
797
+7%
增持
VGT
VANGUARD WORLD FD
+$35.2K
852
+0%
增持
GILD
GILEAD SCIENCES INC
+$34.1K
4,139
+0%
