Welch Group, LLC
BIRMINGHAM AL · SEC CIK 0001443095
$26.62亿2026Q1 申报市值
310持仓数
31.8%前十大占比 · 第一大 3.6%
21 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
KMB 加仓+$1,182.50万
PAYX 加仓+$715.28万
AMAT 加仓+$682.33万
AEP 加仓+$672.01万
AJG 加仓+$515.18万
2026Q1 卖出最多 按季末市值估算
ACN 清仓-$725.61万
RTX 减仓-$723.32万
XLP 减仓-$653.23万
SPY 减仓-$518.18万
JNJ 减仓-$515.11万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -27,045 | -100.0% | -$725.61万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -67,623 | -100.0% | -$338.45万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -45,437 | -100.0% | -$211.28万 | 清仓 |
| IYK | ISHARES TR | $0 | 0.00% | 0 | -11,467 | -100.0% | -$76.74万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,818 | -100.0% | -$74.58万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -14,671 | -100.0% | -$32.80万 | 清仓 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -6,043 | -100.0% | -$29.97万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$29.11万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,762 | -100.0% | -$26.87万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -2,270 | -100.0% | -$25.81万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,704 | -100.0% | -$24.11万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -5,371 | -100.0% | -$23.01万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.61万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$22.38万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,461 | -100.0% | -$21.42万 | 清仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $0 | 0.00% | 0 | -7,119 | -100.0% | -$21.04万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,224 | -100.0% | -$20.97万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,315 | -100.0% | -$20.49万 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$5.83万 | 清仓 |
| — | CASTELLUM INC | $5,895 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WESTWATER RES INC | $1.50万 | 0.00% | 22,954 | 0 | 0.0% | — | 不变 |
| — | URANIUM RTY CORP | $5.15万 | 0.00% | 14,110 | 0 | 0.0% | — | 不变 |
| GTN | GRAY MEDIA INC | $5.37万 | 0.00% | 12,369 | 0 | 0.0% | — | 不变 |
| — | BITFARMS LTD | $6.38万 | 0.00% | 32,740 | 0 | 0.0% | — | 不变 |
| — | MESA RTY TR | $7.96万 | 0.00% | 16,370 | 0 | 0.0% | — | 不变 |
| — | KNIGHTSCOPE INC | $8.34万 | 0.00% | 20,000 | 20,000 | — | $8.34万 | 新建仓 |
| — | MARINE PETE TR | $8.46万 | 0.00% | 15,956 | 15,956 | — | $8.46万 | 新建仓 |
| AGNC | AGNC INVT CORP | $10.09万 | 0.00% | 10,064 | 10,064 | — | $10.09万 | 新建仓 |
| ABEV | AMBEV SA | $13.20万 | 0.00% | 45,191 | -300 | -0.7% | -$876 | 减仓 |
| — | ZEDGE INC | $13.38万 | 0.01% | 45,671 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR | $14.40万 | 0.01% | 30,008 | 8,000 | 36.4% | $3.84万 | 加仓 |
| — | CROSS TIMBERS RTY TR | $15.71万 | 0.01% | 14,852 | 14,852 | — | $15.71万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $16.67万 | 0.01% | 11,076 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $20.17万 | 0.01% | 2,517 | -42 | -1.6% | -$3,365 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $20.63万 | 0.01% | 6,724 | 6,724 | — | $20.63万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $20.65万 | 0.01% | 7,511 | 7,511 | — | $20.65万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $20.72万 | 0.01% | 5,804 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $20.79万 | 0.01% | 1,833 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $20.80万 | 0.01% | 13,292 | 13,292 | — | $20.80万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $21.24万 | 0.01% | 4,018 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $21.31万 | 0.01% | 2,601 | 2,601 | — | $21.31万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $21.46万 | 0.01% | 3,651 | 3,651 | — | $21.46万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.59万 | 0.01% | 830 | 1 | 0.1% | $260 | 加仓 |
| CASY | CASEYS GEN STORES INC | $21.84万 | 0.01% | 300 | 300 | — | $21.84万 | 新建仓 |
| PCAR | PACCAR INC | $21.90万 | 0.01% | 1,896 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $21.93万 | 0.01% | 3,950 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $22.32万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $22.36万 | 0.01% | 3,076 | 3,076 | — | $22.36万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $22.53万 | 0.01% | 860 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $22.69万 | 0.01% | 1,933 | 1,933 | — | $22.69万 | 新建仓 |
| USB | US BANCORP | $22.71万 | 0.01% | 4,367 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $22.77万 | 0.01% | 464 | -26 | -5.3% | -$1.28万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $22.79万 | 0.01% | 49,222 | 3,348 | 7.3% | $1.55万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.96万 | 0.01% | 1,660 | 2 | 0.1% | $277 | 加仓 |
| VOT | VANGUARD INDEX FDS | $22.98万 | 0.01% | 893 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $23.15万 | 0.01% | 543 | 543 | — | $23.15万 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $23.17万 | 0.01% | 3,643 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $23.21万 | 0.01% | 1,957 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $23.28万 | 0.01% | 269 | -18 | -6.3% | -$1.56万 | 减仓 |
| PPG | PPG INDS INC | $23.31万 | 0.01% | 2,181 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $23.35万 | 0.01% | 1,251 | -513 | -29.1% | -$9.58万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.39万 | 0.01% | 599 | -125 | -17.3% | -$4.88万 | 减仓 |
| VFH | VANGUARD WORLD FD | $23.45万 | 0.01% | 1,941 | 2 | 0.1% | $242 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.83万 | 0.01% | 705 | 705 | — | $23.83万 | 新建仓 |
| IWR | ISHARES TR | $23.90万 | 0.01% | 2,458 | 11 | 0.4% | $1,070 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $23.93万 | 0.01% | 519 | -120 | -18.8% | -$5.53万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.05万 | 0.01% | 9,378 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $24.37万 | 0.01% | 9,993 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $24.38万 | 0.01% | 1,003 | 328 | 48.6% | $7.97万 | 重新持有 |
| CTVA | CORTEVA INC | $24.86万 | 0.01% | 2,970 | -66 | -2.2% | -$5,525 | 重新持有 |
| CHE | CHEMED CORP NEW | $24.93万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $25.15万 | 0.01% | 2,118 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $25.31万 | 0.01% | 4,465 | 11 | 0.2% | $623 | 加仓 |
| SMBK | SMARTFINANCIAL INC | $25.40万 | 0.01% | 6,499 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $25.49万 | 0.01% | 3,552 | -157 | -4.2% | -$1.13万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $25.83万 | 0.01% | 1,000 | 1,000 | — | $25.83万 | 新建仓 |
| FDX | FEDEX CORP | $25.93万 | 0.01% | 728 | -65 | -8.2% | -$2.32万 | 减仓 |
| KGC | KINROSS GOLD CORP | $25.94万 | 0.01% | 8,499 | 0 | 0.0% | — | 不变 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $26.09万 | 0.01% | 2,227 | 0 | 0.0% | — | 不变 |
| ACIC | AMERICAN COASTAL INS CORP | $26.20万 | 0.01% | 23,288 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $26.21万 | 0.01% | 1,336 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $26.90万 | 0.01% | 4,287 | -431 | -9.1% | -$2.70万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $26.92万 | 0.01% | 12,758 | 12,758 | — | $26.92万 | 新建仓 |
| AEE | AMEREN CORP | $26.93万 | 0.01% | 2,450 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $27.61万 | 0.01% | 2,664 | -200 | -7.0% | -$2.07万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $28.03万 | 0.01% | 25,346 | 5,575 | 28.2% | $6.17万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $28.09万 | 0.01% | 1,365 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $28.15万 | 0.01% | 1,013 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $28.26万 | 0.01% | 769 | -49 | -6.0% | -$1.80万 | 减仓 |
| LIN | LINDE PLC | $28.88万 | 0.01% | 583 | -11 | -1.9% | -$5,449 | 减仓 |
| OEF | ISHARES TR | $29.26万 | 0.01% | 920 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $29.62万 | 0.01% | 2,382 | 14 | 0.6% | $1,741 | 加仓 |
| GDX | VANECK ETF TRUST | $30.30万 | 0.01% | 3,302 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $30.62万 | 0.01% | 1,033 | 1,033 | — | $30.62万 | 新建仓 |
| SBUX | STARBUCKS CORP | $30.95万 | 0.01% | 3,455 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $31.12万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |