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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 107
减持 13
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$24.7M
204,974
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$15.1M
300,394
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$13.8M
285,533
+0%
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
EMR
EMERSON ELEC CO
+$12.9M
483,059
+2%
增持
NVDA
NVIDIA CORPORATION
+$9.4M
184,091
+3%
增持
TXN
TEXAS INSTRS INC
+$9.1M
252,853
+3%
增持
CSCO
CISCO SYS INC
+$8.9M
956,197
+1%
增持
CVX
CHEVRON CORP NEW
-$8.0M
419,880
+2%
减持
RTX
RTX CORPORATION
+$7.4M
521,476
-0%
增持
ABBV
ABBVIE INC
-$6.1M
367,359
+1%
增持
ORCL
ORACLE CORP
+$5.5M
65,885
+4%
减持
AJG
GALLAGHER ARTHUR J & CO
-$5.2M
224,038
-1%
增持
TFC
TRUIST FINL CORP
+$5.1M
1,298,835
+4%
增持
GIS
GENERAL MLS INC
-$4.8M
777,702
+2%
增持
QCOM
QUALCOMM INC
+$4.5M
375,898
+4%
增持
—
EXXON MOBIL CORP
-$4.3M
535,498
+2%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$4.3M
974,158
-0%
增持
PEP
PEPSICO INC
-$4.3M
363,869
+4%
增持
ED
CONSOLIDATED EDISON INC
-$4.3M
514,010
+0%
增持
AVGO
BROADCOM INC
+$4.2M
32,562
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$3.9M
126,912
+2%
增持
KMB
KIMBERLY-CLARK CORP
-$3.7M
367,551
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.5M
70,087
+12%
增持
JNJ
JOHNSON & JOHNSON
-$3.1M
378,913
+2%
增持
HD
HOME DEPOT INC
+$3.0M
176,698
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.0M
16,404
+3%
增持
META
META PLATFORMS INC
+$2.9M
15,686
+4%
增持
CAT
CATERPILLAR INC
+$2.9M
39,634
+4%
增持
MCD
MCDONALDS CORP
-$2.4M
206,004
+1%
增持
PAYX
PAYCHEX INC
-$2.2M
398,493
+0%
增持
PG
PROCTER AND GAMBLE CO
-$2.1M
337,798
+1%
增持
AMZN
AMAZON COM INC
+$2.1M
60,924
+5%
增持
GOOGL
ALPHABET INC
+$1.8M
64,262
+4%
增持
AAPL
APPLE INC
-$1.6M
375,181
+4%
增持
CINF
CINCINNATI FINL CORP
+$1.6M
400,492
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.5M
1,147,934
+1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$1.4M
109,266
+6%
增持
V
VISA INC
+$1.4M
37,425
+8%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
9,258
+22%
增持
DE
DEERE & CO
+$1.3M
25,557
+2%
增持
BX
BLACKSTONE INC
+$1.2M
62,641
+6%
增持
IVV
ISHARES TR
+$1.1M
17,635
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
5,052
+37%
增持
BIL
SPDR SERIES TRUST
+$1.0M
23,718
+91%
增持
SYK
STRYKER CORPORATION
+$1.0M
21,736
+5%
增持
AXP
AMERICAN EXPRESS CO
+$1.0M
18,833
+0%
增持
ABT
ABBOTT LABS
+$959.5K
74,915
+6%
增持
QQQ
INVESCO QQQ TR
+$920.8K
4,839
+30%
增持
VMC
VULCAN MATLS CO
+$918.1K
27,990
+2%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$839.5K
13,440
+4991%
增持
SHY
ISHARES TR
+$778.4K
34,529
+37%
增持
TJX
TJX COS INC NEW
+$738.1K
71,935
+4%
增持
WMT
WALMART INC
+$677.1K
47,970
+2%
增持
SO
SOUTHERN CO
+$628.8K
767,455
+0%
增持
MA
MASTERCARD INCORPORATED
+$603.8K
15,507
+3%
增持
PM
PHILIP MORRIS INTL INC
+$593.2K
21,656
+0%
增持
TGT
TARGET CORP
+$494.5K
61,631
+14%
减持
AFL
AFLAC INC
-$493.2K
78,407
-2%
增持
—
ACCENTURE PLC IRELAND
+$446.9K
23,300
+9%
增持
GOOG
ALPHABET INC
+$388.4K
12,936
+6%
增持
SHW
SHERWIN WILLIAMS CO
+$385.7K
22,897
+4%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$379.8K
37,476
-15%
增持
CL
COLGATE PALMOLIVE CO
-$377.5K
665,041
+1%
减持
—
SYNOVUS FINL CORP
+$374.3K
67,708
-0%
增持
NFLX
NETFLIX INC
+$368.9K
901
+0%
建仓
TSPA
T ROWE PRICE ETF INC
+$359.3K
9,238
建仓
COIN
COINBASE GLOBAL INC
+$350.5K
1,000
建仓
CEG
CONSTELLATION ENERGY CORP
+$342.1K
1,060
增持
RF
REGIONS FINANCIAL CORP NEW
+$340.2K
137,556
+2%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$310.5K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$308.1K
1,000
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$298.5K
3,770
+53%
增持
SMH
VANECK ETF TRUST
+$295.4K
2,834
+21%
清仓
DOW
DOW INC
-$286.6K
0
-100%
增持
KO
COCA COLA CO
+$285.2K
259,317
+1%
增持
WFC
WELLS FARGO CO NEW
+$283.0K
22,467
+5%
减持
GL
GLOBE LIFE INC
-$277.3K
47,577
-0%
增持
GLD
SPDR GOLD TR
+$263.9K
7,944
+5%
增持
DIS
DISNEY WALT CO
+$260.3K
9,661
+1%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$257.1K
3,653
建仓
WLDN
WILLDAN GROUP INC
+$250.0K
4,000
建仓
DG
DOLLAR GEN CORP NEW
+$247.8K
2,166
增持
NEE
NEXTERA ENERGY INC
+$238.6K
850,837
+2%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$238.4K
468
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$236.8K
944
增持
VTI
VANGUARD INDEX FDS
+$236.0K
2,435
+32%
建仓
URA
GLOBAL X FDS
+$235.8K
6,076
建仓
DXJ
WISDOMTREE TR
+$231.6K
2,027
建仓
VB
VANGUARD INDEX FDS
+$230.9K
974
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$228.7K
4,502
+0%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$226.8K
4,586
建仓
MMM
3M CO
+$225.5K
1,481
建仓
CTVA
CORTEVA INC
+$221.4K
2,970
清仓
CAG
CONAGRA BRANDS INC
-$221.3K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$219.9K
0
-100%
增持
LLY
ELI LILLY & CO
-$218.1K
6,510
+1%
建仓
GDX
VANECK ETF TRUST
+$216.5K
4,159
清仓
EPC
EDGEWELL PERS CARE CO
-$214.6K
0
-100%
建仓
IWR
ISHARES TR
+$211.9K
2,304
增持
PFE
PFIZER INC
+$211.7K
1,908,773
+4%
建仓
HWC
HANCOCK WHITNEY CORPORATION
+$209.1K
3,643
减持
GGG
GRACO INC
-$209.1K
20,653
-13%
增持
MRK
MERCK & CO INC
-$208.6K
33,286
+4%
清仓
ENR
ENERGIZER HLDGS INC NEW
-$207.7K
0
-100%
增持
OKE
ONEOK INC NEW
-$206.5K
12,272
+0%
建仓
GEV
GE VERNOVA INC
+$206.4K
390
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$205.9K
1,602
建仓
GDXJ
VANECK ETF TRUST
+$205.4K
3,039
清仓
LNT
ALLIANT ENERGY CORP
-$204.7K
0
-100%
清仓
CPB
THE CAMPBELLS COMPANY
-$202.7K
0
-100%
增持
BAC
BANK AMERICA CORP
+$202.5K
28,697
+2%
建仓
IJR
ISHARES TR
+$201.1K
1,840
增持
UTG
REAVES UTIL INCOME FD
+$196.6K
22,500
+18%
增持
—
AON PLC
-$193.5K
5,130
+0%
增持
SLV
ISHARES SILVER TR
+$185.9K
26,043
+21%
增持
HON
HONEYWELL INTL INC
+$167.1K
7,386
+0%
减持
MU
MICRON TECHNOLOGY INC
+$162.6K
4,768
-1%
增持
DVY
ISHARES TR
+$159.7K
4,459
+37%
增持
IVW
ISHARES TR
+$158.7K
5,196
+16%
增持
FNDX
SCHWAB STRATEGIC TR
+$151.9K
24,801
+27%
增持
STT
STATE STR CORP
+$145.0K
8,353
+0%
增持
IWM
ISHARES TR
+$141.3K
2,014
+38%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$135.2K
10,318
+1%
增持
RY
ROYAL BK CDA
+$125.7K
6,403
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$123.9K
3,268
-4%
增持
NEM
NEWMONT CORP
+$122.9K
12,034
+0%
增持
COP
CONOCOPHILLIPS
-$121.4K
10,454
+1%
增持
UNP
UNION PAC CORP
+$119.9K
2,512
+27%
增持
BA
BOEING CO
+$114.4K
2,705
+4%
增持
CMCSA
COMCAST CORP NEW
+$114.2K
9,126
+58%
增持
VO
VANGUARD INDEX FDS
+$113.4K
2,717
+8%
增持
COF
CAPITAL ONE FINL CORP
+$108.7K
2,412
+3%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$108.0K
63,458
+0%
增持
IJH
ISHARES TR
+$106.9K
6,898
+25%
增持
NTRS
NORTHERN TR CORP
+$101.9K
3,153
+3%
增持
MO
ALTRIA GROUP INC
+$97.4K
42,318
+3%
增持
GILD
GILEAD SCIENCES INC
+$94.4K
3,883
+29%
减持
TSLA
TESLA INC
+$90.4K
2,869
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$87.3K
11,724
+45%
增持
BLK
BLACKROCK INC
+$86.5K
760
+1%
增持
NVS
NOVARTIS AG
+$82.1K
9,466
+0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$78.4K
5,550
+7%
增持
XYL
XYLEM INC
+$77.6K
7,802
+0%
增持
NDAQ
NASDAQ INC
+$72.1K
4,951
+0%
减持
GE
GE AEROSPACE
+$70.2K
1,401
-4%
增持
PNC
PNC FINL SVCS GROUP INC
+$69.1K
2,976
+5%
增持
MS
MORGAN STANLEY
+$68.9K
2,280
+4%
增持
AMAT
APPLIED MATLS INC
+$67.1K
1,691
+1%
增持
RSG
REPUBLIC SVCS INC
+$65.8K
8,123
+0%
增持
SPG
SIMON PPTY GROUP INC NEW
+$63.8K
2,972
+18%
