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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $31.76万 | 0.01% | 11,062 | -704 | -6.0% | -$2.02万 | 减仓 |
| FBK | FB FINL CORP | $31.82万 | 0.01% | 6,127 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $31.91万 | 0.01% | 1,539 | -183 | -10.6% | -$3.79万 | 减仓 |
| IAU | ISHARES GOLD TR | $32.40万 | 0.01% | 3,675 | 14 | 0.4% | $1,234 | 加仓 |
| TECK | TECK RESOURCES LTD | $32.43万 | 0.01% | 6,266 | 367 | 6.2% | $1.90万 | 加仓 |
| LOW | LOWES COS INC | $33.39万 | 0.01% | 1,413 | -299 | -17.5% | -$7.06万 | 减仓 |
| POST | POST HLDGS INC | $33.61万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $33.99万 | 0.01% | 5,966 | -872 | -12.8% | -$4.97万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $34.63万 | 0.01% | 600 | 600 | — | $34.63万 | 新建仓 |
| SLB | SLB LIMITED | $34.86万 | 0.01% | 6,784 | 285 | 4.4% | $1.46万 | 加仓 |
| MMM | 3M CO | $35.36万 | 0.01% | 2,435 | 801 | 49.0% | $11.63万 | 加仓 |
| IHI | ISHARES TR | $35.37万 | 0.01% | 6,630 | 0 | 0.0% | — | 不变 |
| — | PROASSURANCE CORP | $36.14万 | 0.01% | 14,619 | -5,707 | -28.1% | -$14.11万 | 减仓 |
| GFF | GRIFFON CORP | $36.34万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $36.86万 | 0.01% | 1,068 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $37.01万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $37.05万 | 0.01% | 2,141 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $37.21万 | 0.01% | 1,281 | -16 | -1.2% | -$4,648 | 减仓 |
| ROST | ROSS STORES INC | $37.67万 | 0.01% | 1,739 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE ETF INC | $37.78万 | 0.01% | 9,238 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $38.20万 | 0.01% | 2,321 | -50 | -2.1% | -$8,229 | 减仓 |
| SHEL | SHELL PLC | $38.27万 | 0.01% | 4,115 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $38.40万 | 0.01% | 1,892 | -211 | -10.0% | -$4.28万 | 减仓 |
| MUB | ISHARES TR | $38.52万 | 0.01% | 3,629 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.15万 | 0.01% | 1,927 | -22 | -1.1% | -$4,470 | 减仓 |
| GPN | GLOBAL PMTS INC | $39.27万 | 0.01% | 5,835 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $39.63万 | 0.01% | 4,989 | -290 | -5.5% | -$2.30万 | 减仓 |
| IJH | ISHARES TR | $39.88万 | 0.01% | 5,906 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $40.77万 | 0.02% | 2,813 | -259 | -8.4% | -$3.75万 | 减仓 |
| DXJ | WISDOMTREE TR | $41.09万 | 0.02% | 2,591 | 395 | 18.0% | $6.26万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $41.52万 | 0.02% | 1,487 | 0 | 0.0% | — | 不变 |
| PBT | PERMIAN BASIN RTY TR | $41.53万 | 0.02% | 19,298 | 1,500 | 8.4% | $3.23万 | 加仓 |
| AMGN | AMGEN INC | $41.62万 | 0.02% | 1,183 | 1 | 0.1% | $352 | 加仓 |
| ES | EVERSOURCE ENERGY | $41.73万 | 0.02% | 6,023 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $42.16万 | 0.02% | 9,906 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $42.69万 | 0.02% | 5,029 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $42.79万 | 0.02% | 1,467 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $42.89万 | 0.02% | 2,537 | -124 | -4.7% | -$2.10万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $43.10万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $43.35万 | 0.02% | 4,463 | 3 | 0.1% | $291 | 加仓 |
| AZZ | AZZ INC | $43.80万 | 0.02% | 3,500 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $43.95万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $44.00万 | 0.02% | 2,412 | -14 | -0.6% | -$2,554 | 减仓 |
| NTRS | NORTHERN TR CORP | $44.01万 | 0.02% | 3,153 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $44.18万 | 0.02% | 5,934 | 1,062 | 21.8% | $7.91万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $44.25万 | 0.02% | 3,992 | -1,092 | -21.5% | -$12.11万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $44.47万 | 0.02% | 9,356 | 62 | 0.7% | $2,947 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $45.05万 | 0.02% | 14,380 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $45.54万 | 0.02% | 2,132 | 34 | 1.6% | $7,263 | 加仓 |
| ITT | ITT INC | $45.76万 | 0.02% | 2,402 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $46.32万 | 0.02% | 12,242 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $46.56万 | 0.02% | 11,941 | -140 | -1.2% | -$5,459 | 减仓 |
| USMV | ISHARES TR | $47.33万 | 0.02% | 5,104 | 0 | 0.0% | — | 不变 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $48.44万 | 0.02% | 5,250 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $50.18万 | 0.02% | 5,550 | 200 | 3.7% | $1.81万 | 加仓 |
| UNP | UNION PAC CORP | $50.18万 | 0.02% | 2,068 | -566 | -21.5% | -$13.74万 | 减仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $50.75万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $51.72万 | 0.02% | 10,209 | -156 | -1.5% | -$7,903 | 减仓 |
| IRM | IRON MTN INC DEL | $51.77万 | 0.02% | 5,069 | 288 | 6.0% | $2.94万 | 加仓 |
| SONY | SONY GROUP CORP | $52.07万 | 0.02% | 25,156 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $52.27万 | 0.02% | 3,656 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $52.60万 | 0.02% | 1,070 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $54.41万 | 0.02% | 19,536 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.55万 | 0.02% | 8,513 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.28万 | 0.02% | 10,227 | -5,384 | -34.5% | -$29.10万 | 减仓 |
| MPC | MARATHON PETE CORP | $55.28万 | 0.02% | 2,264 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $56.91万 | 0.02% | 2,693 | 33 | 1.2% | $6,973 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $57.33万 | 0.02% | 6,993 | -79,682 | -91.9% | -$653.23万 | 减仓 |
| HRI | HERC HLDGS INC | $57.74万 | 0.02% | 5,800 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $58.20万 | 0.02% | 3,120 | 4 | 0.1% | $746 | 加仓 |
| GILD | GILEAD SCIENCES INC | $58.31万 | 0.02% | 4,184 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $58.67万 | 0.02% | 9,490 | 1,568 | 19.8% | $9.69万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $59.75万 | 0.02% | 1,015 | 0 | 0.0% | — | 不变 |
| V | VISA INC 看跌期权 | $60.45万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $60.79万 | 0.02% | 3,337 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $62.74万 | 0.02% | 3,015 | -103 | -3.3% | -$2.14万 | 减仓 |
| CNH | CNH INDL N V | $63.93万 | 0.02% | 58,118 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $64.06万 | 0.02% | 14,516 | -7 | -0.0% | -$309 | 减仓 |
| VGT | VANGUARD WORLD FD | $64.30万 | 0.02% | 922 | -223 | -19.5% | -$15.55万 | 减仓 |
| ET | ENERGY TRANSFER L P | $65.28万 | 0.02% | 33,823 | 665 | 2.0% | $1.28万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $65.33万 | 0.02% | 48,396 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $65.60万 | 0.02% | 849 | 500 | 143.3% | $38.63万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $65.98万 | 0.02% | 3,068 | -89 | -2.8% | -$1.91万 | 减仓 |
| IVW | ISHARES TR | $66.25万 | 0.02% | 5,857 | -2,018 | -25.6% | -$22.83万 | 减仓 |
| GLW | CORNING INC | $68.68万 | 0.03% | 5,051 | 5,051 | — | $68.68万 | 新建仓 |
| GEV | GE VERNOVA INC | $69.94万 | 0.03% | 801 | 255 | 46.7% | $22.27万 | 加仓 |
| IEX | IDEX CORP | $70.27万 | 0.03% | 3,707 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $70.66万 | 0.03% | 4,667 | -9,291 | -66.6% | -$140.67万 | 减仓 |
| ETR | ENTERGY CORP NEW | $70.82万 | 0.03% | 6,303 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $70.91万 | 0.03% | 2,469 | -473 | -16.1% | -$13.59万 | 减仓 |
| PTLC | PACER FDS TR | $71.41万 | 0.03% | 13,613 | -2,625 | -16.2% | -$13.77万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.03% | 1 | 1 | — | $71.81万 | 新建仓 |
| FLS | FLOWSERVE CORP | $72.41万 | 0.03% | 9,850 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $73.35万 | 0.03% | 12,093 | 382 | 3.3% | $2.32万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $76.46万 | 0.03% | 22,803 | 7,028 | 44.6% | $23.56万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $77.50万 | 0.03% | 19,729 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $78.39万 | 0.03% | 2,439 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $78.39万 | 0.03% | 3,161 | 26 | 0.8% | $6,448 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $78.77万 | 0.03% | 2,295 | -96 | -4.0% | -$3.29万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $79.25万 | 0.03% | 12,937 | -1,676 | -11.5% | -$10.27万 | 减仓 |