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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 63
减持 57
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
CSCO
CISCO SYS INC
+$48.9M
944,561
+550%
减持
—
UNILEVER PLC
-$48.4M
10,747
-99%
增持
PFE
PFIZER INC
+$18.8M
1,826,932
+77%
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。
清仓
XLV
SELECT SECTOR SPDR TR
-$13.4M
0
-100%
减持
AAPL
APPLE INC
-$12.5M
360,722
-0%
增持
JNJ
JOHNSON & JOHNSON
+$12.4M
372,781
+10%
增持
CVX
CHEVRON CORP NEW
+$11.7M
410,177
+4%
增持
ED
CONSOLIDATED EDISON INC
+$11.0M
513,393
+2%
减持
AJG
GALLAGHER ARTHUR J & CO
+$10.3M
225,825
-4%
减持
ABBV
ABBVIE INC
+$10.1M
362,012
-1%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$8.9M
974,185
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$8.6M
1,137,904
+6%
增持
MSFT
MICROSOFT CORP
-$8.3M
203,897
+1%
减持
EMR
EMERSON ELEC CO
-$8.2M
474,075
-1%
增持
—
EXXON MOBIL CORP
+$7.9M
527,239
+3%
减持
RTX
RTX CORPORATION
+$6.3M
522,020
-4%
减持
SO
SOUTHERN CO
+$5.6M
766,450
-2%
减持
NVDA
NVIDIA CORPORATION
-$5.5M
179,394
-2%
增持
MCD
MCDONALDS CORP
+$4.8M
203,824
+2%
增持
KMB
KIMBERLY-CLARK CORP
+$4.8M
363,350
+2%
减持
IVV
ISHARES TR
-$4.8M
17,603
-29%
增持
HD
HOME DEPOT INC
-$4.5M
172,569
+1%
增持
PEP
PEPSICO INC
+$4.4M
350,706
+11%
减持
PAYX
PAYCHEX INC
+$3.7M
398,409
-1%
增持
CL
COLGATE PALMOLIVE CO
+$3.5M
655,352
+4%
增持
TFC
TRUIST FINL CORP
-$3.3M
1,254,371
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.2M
301,213
-6%
减持
JPM
JPMORGAN CHASE & CO.
-$3.0M
284,147
-6%
减持
SPY
SPDR S&P 500 ETF TR
-$2.9M
3,700
-56%
增持
KO
COCA COLA CO
+$2.6M
256,665
+3%
增持
LMT
LOCKHEED MARTIN CORP
-$2.1M
124,203
+5%
增持
V
VISA INC
+$2.0M
34,716
+10%
增持
GOOGL
ALPHABET INC
-$1.8M
61,795
+4%
增持
GIS
GENERAL MLS INC
+$1.7M
763,572
+11%
增持
BX
BLACKSTONE INC
-$1.7M
59,206
+3%
增持
AMZN
AMAZON COM INC
-$1.5M
58,213
+1%
增持
ORCL
ORACLE CORP
-$1.5M
63,107
+2%
增持
ABT
ABBOTT LABS
+$1.5M
70,553
+3%
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
333,073
+2%
增持
TXN
TEXAS INSTRS INC
-$1.3M
245,860
+4%
增持
NEE
NEXTERA ENERGY INC
+$1.2M
835,011
+4%
增持
DE
DEERE & CO
+$1.2M
25,125
+2%
增持
QCOM
QUALCOMM INC
+$1.1M
362,799
+3%
减持
GL
GLOBE LIFE INC
+$902.2K
47,705
-1%
清仓
XLP
SELECT SECTOR SPDR TR
-$875.3K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$852.7K
0
-100%
增持
CAT
CATERPILLAR INC
-$845.5K
37,970
+3%
增持
AVGO
BROADCOM INC
+$841.3K
28,464
+69%
减持
VMC
VULCAN MATLS CO
-$789.3K
27,399
-1%
清仓
—
BLACKROCK INC
-$771.6K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$760.5K
21,597
+0%
建仓
BLK
BLACKROCK INC
+$711.0K
751
减持
AXP
AMERICAN EXPRESS CO
-$603.2K
18,809
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$555.4K
5,763
-55%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$535.5K
44,013
+25%
减持
GOOG
ALPHABET INC
-$529.8K
12,215
-3%
增持
T
AT&T INC
+$503.1K
86,351
+1%
增持
MA
MASTERCARD INCORPORATED
+$476.2K
15,002
+3%
增持
GS
GOLDMAN SACHS GROUP INC
-$463.9K
15,903
+0%
增持
SHY
ISHARES TR
+$450.0K
25,192
+26%
增持
SYK
STRYKER CORPORATION
+$428.5K
20,763
+5%
减持
RF
REGIONS FINANCIAL CORP NEW
-$423.9K
135,160
-4%
增持
SHW
SHERWIN WILLIAMS CO
+$411.7K
22,005
+6%
减持
BAC
BANK AMERICA CORP
-$368.2K
28,011
-19%
建仓
MGV
VANGUARD WORLD FD
+$359.2K
2,822
减持
HRI
HERC HLDGS INC
-$315.7K
6,168
-1%
增持
—
ACCENTURE PLC IRELAND
-$312.2K
21,415
+11%
清仓
IYH
ISHARES TR
-$300.8K
0
-100%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$299.0K
14,473
减持
AFL
AFLAC INC
+$298.2K
79,800
-3%
减持
XLC
SELECT SECTOR SPDR TR
-$297.0K
3,979
-43%
建仓
IWM
ISHARES TR
+$293.3K
1,463
建仓
GE
GE AEROSPACE
+$290.4K
1,453
减持
GLD
SPDR GOLD TR
+$289.5K
7,596
-2%
减持
DVY
ISHARES TR
-$289.3K
3,259
-41%
清仓
IHE
ISHARES TR
-$284.8K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$284.2K
62,616
+24%
减持
LLY
ELI LILLY & CO
+$262.9K
6,435
-1%
增持
NEM
NEWMONT CORP
+$259.0K
12,026
+39%
清仓
COIN
COINBASE GLOBAL INC
-$255.6K
0
-100%
清仓
MINT
PIMCO ETF TR
-$250.9K
0
-100%
减持
CINF
CINCINNATI FINL CORP
-$244.2K
398,679
-2%
减持
MO
ALTRIA GROUP INC
+$243.9K
40,993
-0%
清仓
TFIN
TRIUMPH FINANCIAL INC
-$241.0K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$241.0K
8,167
+19%
减持
VOO
VANGUARD INDEX FDS
-$236.6K
7,604
-0%
建仓
VXF
VANGUARD INDEX FDS
+$236.1K
1,365
清仓
IJR
ISHARES TR
-$233.0K
0
-100%
增持
WMT
WALMART INC
-$220.2K
47,134
+1%
建仓
CMCSA
COMCAST CORP NEW
+$211.5K
5,775
清仓
VB
VANGUARD INDEX FDS
-$209.8K
0
-100%
建仓
ADBE
ADOBE INC
+$209.1K
542
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$208.7K
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$208.5K
1,528
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$205.5K
0
-100%
建仓
LNT
ALLIANT ENERGY CORP
+$204.7K
3,219
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$203.2K
63,173
-7%
清仓
STZ
CONSTELLATION BRANDS INC
-$201.5K
0
-100%
增持
META
META PLATFORMS INC
-$191.0K
15,098
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$184.0K
4,419
-41%
减持
QQQ
INVESCO QQQ TR
-$181.6K
3,729
-0%
增持
TSLA
TESLA INC
-$180.8K
3,115
+30%
减持
ACIC
AMERICAN COASTAL INS CORP
-$176.3K
23,288
-30%
增持
MRK
MERCK & CO INC
-$172.8K
31,867
+4%
增持
NFLX
NETFLIX INC
+$169.5K
897
+21%
减持
—
EATON CORP PLC
-$168.4K
2,607
-2%
减持
MDLZ
MONDELEZ INTL INC
+$148.3K
18,766
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$144.4K
12,319
+0%
增持
COP
CONOCOPHILLIPS
+$144.2K
10,350
+10%
减持
NVS
NOVARTIS AG
+$142.8K
9,446
-0%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$137.9K
11,116
减持
—
AON PLC
+$136.4K
5,129
-3%
减持
DIS
DISNEY WALT CO
-$133.9K
9,562
-1%
减持
HON
HONEYWELL INTL INC
-$125.0K
7,383
-0%
建仓
SJT
SAN JUAN BASIN RTY TR
+$121.5K
22,008
清仓
—
PARAMOUNT GLOBAL
-$114.8K
0
-100%
增持
TGT
TARGET CORP
-$113.6K
53,887
+28%
增持
MPT
MEDICAL PPTYS TRUST INC
+$110.8K
38,830
+17%
增持
YUM
YUM BRANDS INC
+$110.1K
4,948
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$109.2K
3,410
-2%
减持
URI
UNITED RENTALS INC
-$101.7K
1,145
-1%
减持
PTLC
PACER FDS TR
-$100.0K
16,472
-6%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$99.1K
4,237
-3%
建仓
MTR
MESA RTY TR
+$98.4K
16,370
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$95.8K
3,950
-25%
减持
SONY
SONY GROUP CORP
+$91.4K
25,000
-1%
减持
SLV
ISHARES SILVER TR
+$90.0K
21,567
-1%
减持
AEM
AGNICO EAGLE MINES LTD
+$87.4K
3,752
-7%
增持
CRM
SALESFORCE INC
-$83.4K
1,630
+5%
增持
CARR
CARRIER GLOBAL CORPORATION
+$71.1K
103,549
+9%
增持
TJX
TJX COS INC NEW
+$66.1K
68,904
+3%
增持
PBT
PERMIAN BASIN RTY TR
+$61.9K
18,200
+68%
减持
VTI
VANGUARD INDEX FDS
-$60.9K
1,844
-5%
增持
NUE
NUCOR CORP
+$59.8K
2,676
+16%
减持
—
PROASSURANCE CORP
+$56.4K
10,815
-14%
建仓
GTN
GRAY TELEVISION INC
+$53.3K
12,369
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$53.2K
10,210
-14%
增持
BIL
SPDR SER TR
+$49.2K
12,394
+4%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$48.6K
264
-4%
减持
MGK
VANGUARD WORLD FD
-$47.1K
743
-7%
减持
GILD
GILEAD SCIENCES INC
-$44.7K
3,007
-27%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$44.0K
4,485
+1%
建仓
SVM
SILVERCORP METALS INC
+$43.6K
11,225
增持
SBUX
STARBUCKS CORP
+$43.1K
5,881
+0%
增持
DOW
DOW INC
-$41.5K
8,342
+0%
增持
FANG
DIAMONDBACK ENERGY INC
+$40.1K
4,383
+8%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$39.3K
12,933
+0%
减持
COST
COSTCO WHSL CORP NEW
-$38.8K
1,848
-3%
减持
REGN
REGENERON PHARMACEUTICALS
-$38.7K
345
-6%
减持
BSX
BOSTON SCIENTIFIC CORP
+$38.3K
4,482
-1%
