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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 1443095
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 33
增持 94
减持 19
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$15.7M
366,000
+2%
减持
QCOM
QUALCOMM INC
+$8.3M
342,098
-3%
增持
NEE
NEXTERA ENERGY INC
+$6.5M
808,100
+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。
增持
HD
HOME DEPOT INC
-$6.1M
168,397
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$5.9M
324,188
-0%
增持
NVDA
NVIDIA CORPORATION
+$5.7M
194,562
+858%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$5.2M
1,255,498
-1%
增持
TXN
TEXAS INSTRS INC
+$5.1M
231,357
+1%
减持
MSFT
MICROSOFT CORP
+$4.6M
201,022
-1%
增持
SO
SOUTHERN CO
+$4.6M
789,281
+0%
增持
AFL
AFLAC INC
+$4.6M
83,851
+148%
增持
—
UNILEVER PLC
+$4.5M
865,256
+1%
减持
CL
COLGATE PALMOLIVE CO
+$4.1M
624,865
-0%
增持
GIS
GENERAL MLS INC
-$3.7M
676,543
+2%
增持
MCD
MCDONALDS CORP
-$3.5M
192,099
+3%
增持
KMB
KIMBERLY-CLARK CORP
+$3.4M
348,891
+1%
增持
ABBV
ABBVIE INC
-$3.4M
359,639
+1%
增持
JNJ
JOHNSON & JOHNSON
-$2.4M
337,096
+3%
增持
CINF
CINCINNATI FINL CORP
-$2.3M
412,758
+0%
增持
PFE
PFIZER INC
+$2.2M
1,560,118
+5%
减持
EMR
EMERSON ELEC CO
-$2.1M
478,434
-1%
增持
PEP
PEPSICO INC
-$2.1M
305,650
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$2.1M
116,764
+1%
减持
GL
GLOBE LIFE INC
-$1.9M
48,818
-5%
增持
GOOGL
ALPHABET INC
+$1.7M
53,369
+1%
减持
AJG
GALLAGHER ARTHUR J & CO
+$1.4M
238,639
-1%
增持
KO
COCA COLA CO
+$1.3M
240,736
+5%
增持
PAYX
PAYCHEX INC
-$1.3M
401,151
+1%
减持
RTX
RTX CORPORATION
+$1.2M
545,247
-1%
增持
LLY
ELI LILLY & CO
+$1.1M
6,339
+7%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
320,880
+0%
增持
ORCL
ORACLE CORP
+$1.0M
59,126
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$981.4K
8,860
+322%
增持
MOD
MODINE MFG CO
+$969.3K
13,000
+271%
增持
CAT
CATERPILLAR INC
-$928.1K
35,660
+2%
减持
—
EXXON MOBIL CORP
-$915.8K
511,611
-1%
增持
TGT
TARGET CORP
-$890.5K
37,741
+3%
建仓
BATRA
ATLANTA BRAVES HLDGS INC
+$866.9K
20,976
增持
AXP
AMERICAN EXPRESS CO
+$861.9K
16,842
+26%
增持
TFC
TRUIST FINL CORP
+$826.1K
1,222,780
+2%
增持
TXT
TEXTRON INC
+$804.2K
15,400
+185%
增持
CR
CRANE COMPANY
+$784.0K
11,000
+83%
增持
SHW
SHERWIN WILLIAMS CO
-$747.6K
19,472
+3%
增持
HON
HONEYWELL INTL INC
+$735.6K
7,032
+88%
增持
AMZN
AMAZON COM INC
+$733.6K
53,035
+1%
增持
—
SYNOVUS FINL CORP
+$731.7K
77,980
+30%
增持
CARR
CARRIER GLOBAL CORPORATION
+$717.9K
84,512
+6%
增持
TJX
TJX COS INC NEW
+$712.7K
63,019
+3%
增持
BNY
BANK NEW YORK MELLON CORP
+$706.8K
16,936
+217%
增持
GS
GOLDMAN SACHS GROUP INC
+$651.3K
15,116
+2%
建仓
AD
UNITED STATES CELLULAR CORP
+$614.0K
11,000
减持
JPM
JPMORGAN CHASE & CO
-$590.8K
309,063
-2%
增持
GATX
GATX CORP
+$590.6K
7,512
+149%
增持
MLI
MUELLER INDS INC
+$578.6K
22,000
+76%
建仓
XLP
SELECT SECTOR SPDR TR
+$568.9K
7,429
建仓
NFG
NATIONAL FUEL GAS CO
+$525.6K
9,700
增持
GPN
GLOBAL PMTS INC
+$497.4K
7,977
+289%
增持
XYL
XYLEM INC
+$463.4K
7,800
+70%
增持
XLE
SELECT SECTOR SPDR TR
+$460.2K
11,135
+89%
建仓
MSGS
MADISON SQUARE GRDN SPRT COR
+$458.9K
2,439
增持
T
AT&T INC
+$435.3K
84,634
+26%
增持
SJM
SMUCKER J M CO
+$434.8K
7,073
+165%
建仓
SONY
SONY GROUP CORP
+$424.8K
5,000
增持
META
META PLATFORMS INC
+$418.2K
13,212
+3%
增持
V
VISA INC
+$409.6K
28,789
+12%
增持
WFC
WELLS FARGO CO NEW
+$407.0K
21,166
+44%
增持
GPC
GENUINE PARTS CO
+$402.4K
13,091
+44%
增持
WMT
WALMART INC
+$397.0K
43,992
+3%
增持
RSG
REPUBLIC SVCS INC
+$383.7K
8,609
+28%
减持
IVV
ISHARES TR
+$375.2K
17,590
-0%
增持
MA
MASTERCARD INCORPORATED
-$374.6K
13,323
+3%
增持
WTS
WATTS WATER TECHNOLOGIES INC
+$373.8K
5,400
+86%
增持
DG
DOLLAR GEN CORP NEW
-$372.6K
35,309
+9%
建仓
NEM
NEWMONT CORP
+$361.0K
8,622
建仓
POST
POST HLDGS INC
+$354.1K
3,400
建仓
TRN
TRINITY INDS INC
+$344.1K
11,500
建仓
ES
EVERSOURCE ENERGY
+$336.6K
5,936
建仓
FOX
FOX CORP
+$320.2K
10,000
建仓
VMI
VALMONT INDS INC
+$301.9K
1,100
建仓
—
PARAMOUNT GLOBAL
+$298.2K
16,223
增持
ACA
ARCOSA INC
+$282.1K
7,500
+88%
建仓
EPC
EDGEWELL PERS CARE CO
+$281.3K
7,000
建仓
—
KELLANOVA
+$278.4K
4,826
减持
MRK
MERCK & CO INC
-$275.7K
30,654
-1%
建仓
APA
APA CORPORATION
+$275.4K
9,354
增持
BX
BLACKSTONE INC
-$274.7K
54,243
+2%
建仓
AZZ
AZZ INC
+$270.4K
3,500
建仓
SXT
SENSIENT TECHNOLOGIES CORP
+$267.1K
3,600
减持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-$265.8K
68,046
-15%
减持
GOOG
ALPHABET INC
+$265.3K
12,140
-6%
增持
HRI
HERC HLDGS INC
+$263.7K
6,082
+87%
建仓
NTRS
NORTHERN TR CORP
+$257.5K
3,066
增持
OKE
ONEOK INC NEW
+$257.2K
12,069
+33%
增持
ABT
ABBOTT LABS
-$255.9K
60,571
+5%
增持
—
CNH INDL N V
+$250.2K
58,118
+123%
增持
NPO
ENPRO INC
+$244.7K
4,000
+100%
建仓
IR
INGERSOLL RAND INC
+$243.7K
2,682
增持
STT
STATE STR CORP
+$242.9K
8,348
+72%
增持
GLD
SPDR GOLD TR
+$242.3K
6,812
+15%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$238.3K
3,310
增持
PM
PHILIP MORRIS INTL INC
+$237.9K
21,567
+1%
建仓
CAG
CONAGRA BRANDS INC
+$236.9K
8,335
建仓
MGK
VANGUARD WORLD FD
+$234.7K
747
增持
DIS
DISNEY WALT CO
+$231.8K
11,606
+54%
增持
HAL
HALLIBURTON CO
+$230.6K
12,839
+149%
建仓
CPB
CAMPBELL SOUP CO
+$230.6K
5,102
建仓
DAN
DANA INC
+$230.3K
19,000
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$226.2K
16,337
-2%
建仓
AOS
SMITH A O CORP
+$225.2K
2,754
清仓
EFX
EQUIFAX INC
-$222.3K
0
-100%
建仓
BF/A
BROWN FORMAN CORP
+$220.7K
5,000
增持
QQQ
INVESCO QQQ TR
+$220.5K
1,985
+21%
增持
DE
DEERE & CO
+$214.8K
22,890
+13%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$211.1K
4,750
增持
COST
COSTCO WHSL CORP NEW
+$209.6K
1,736
+0%
建仓
TGNA
TEGNA INC
+$209.1K
15,000
清仓
ADSK
AUTODESK INC
-$208.6K
0
-100%
增持
—
ACCENTURE PLC IRELAND
-$208.4K
17,285
+10%
清仓
VOT
VANGUARD INDEX FDS
-$207.7K
0
-100%
清仓
USB
US BANCORP DEL
-$207.2K
0
-100%
建仓
ENR
ENERGIZER HLDGS INC NEW
+$206.8K
7,000
增持
RHP
RYMAN HOSPITALITY PPTYS INC
+$206.3K
5,250
+91%
建仓
SCHX
SCHWAB STRATEGIC TR
+$206.2K
3,209
增持
WM
WASTE MGMT INC DEL
+$206.1K
6,788
+16%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$204.6K
2,657
增持
MDLZ
MONDELEZ INTL INC
+$200.4K
18,988
+28%
增持
GGG
GRACO INC
-$197.2K
23,791
+7%
增持
VOO
VANGUARD INDEX FDS
+$195.5K
8,427
+1%
增持
FLS
FLOWSERVE CORP
+$192.9K
9,850
+60%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$178.9K
5,315
+76%
减持
REGN
REGENERON PHARMACEUTICALS
-$176.8K
210
-49%
减持
MLM
MARTIN MARIETTA MATLS INC
-$176.7K
1,020
-14%
建仓
—
LIBERTY GLOBAL LTD
+$174.3K
10,000
减持
COP
CONOCOPHILLIPS
-$173.0K
9,554
-4%
增持
MO
ALTRIA GROUP INC
+$167.9K
40,925
+5%
增持
BAC
BANK AMERICA CORP
+$167.1K
42,621
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
-$161.7K
43,337
+9%
增持
DUK
DUKE ENERGY CORP NEW
+$156.5K
12,336
+10%
增持
INTC
INTEL CORP
-$155.4K
22,377
+16%
增持
ED
CONSOLIDATED EDISON INC
-$148.9K
495,320
+1%
增持
CHE
CHEMED CORP NEW
+$143.1K
660
+97%
增持
SHY
ISHARES TR
+$141.5K
14,020
+14%
增持
SYK
STRYKER CORPORATION
-$135.4K
17,821
+3%
增持
DEO
DIAGEO PLC
+$128.2K
5,500
+45%
增持
FE
FIRSTENERGY CORP
+$127.7K
9,855
+53%
增持
TSLA
TESLA INC
+$123.2K
1,990
+29%
增持
CXT
CRANE NXT CO
+$121.2K
5,500
+57%
增持
VZ
VERIZON COMMUNICATIONS INC
-$106.3K
1,064,637
+2%
增持
SLV
ISHARES SILVER TR
+$104.2K
19,164
+8%
增持
GFF
GRIFFON CORP
+$99.3K
5,000
+67%
