Welch Group, LLC
BIRMINGHAM AL · SEC CIK 0001443095
$29.28亿2026Q2 申报市值
326持仓数
30.8%前十大占比 · 第一大 3.7%
24 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
LLY 加仓+$889.38万
PYLD 加仓+$410.36万
HD 加仓+$348.84万
MCD 加仓+$263.04万
AJG 加仓+$211.87万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$925.73万
ABT 减仓-$666.64万
AMD 减仓-$577.19万
CSCO 减仓-$471.87万
TXN 减仓-$351.13万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| YUM | YUM BRANDS INC | $87.25万 | 0.03% | 5,458 | 1 | 0.0% | $160 | 加仓 |
| BA | BOEING CO | $87.60万 | 0.03% | 4,047 | 10 | 0.2% | $2,164 | 加仓 |
| VGT | VANGUARD WORLD FD | $88.25万 | 0.03% | 7,384 | 8 | 0.1% | $956 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $91.40万 | 0.03% | 26,047 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $91.44万 | 0.03% | 778 | -23 | -2.9% | -$2.70万 | 减仓 |
| XYL | XYLEM INC | $92.23万 | 0.03% | 7,802 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $92.45万 | 0.03% | 3,077 | -84 | -2.7% | -$2.52万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $96.31万 | 0.03% | 4,070 | 1,002 | 32.7% | $23.71万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $98.01万 | 0.03% | 2,439 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $98.05万 | 0.03% | 5,578 | 1 | 0.0% | $176 | 加仓 |
| BLK | BLACKROCK INC | $106.16万 | 0.04% | 1,104 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $108.84万 | 0.04% | 11,877 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC | $108.97万 | 0.04% | 7,500 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $109.17万 | 0.04% | 3,204 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $109.80万 | 0.04% | 18,983 | 2 | 0.0% | $116 | 加仓 |
| GE | GE AEROSPACE | $109.82万 | 0.04% | 2,938 | -201 | -6.4% | -$7.51万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $109.88万 | 0.04% | 2,536 | 404 | 18.9% | $17.50万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $110.49万 | 0.04% | 12,827 | -115 | -0.9% | -$9,906 | 减仓 |
| NEM | NEWMONT CORP | $112.68万 | 0.04% | 12,064 | -16 | -0.1% | -$1,494 | 减仓 |
| VXUS | VANGUARD STAR FDS | $113.18万 | 0.04% | 13,239 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $113.81万 | 0.04% | 7,262 | -2,204 | -23.3% | -$34.54万 | 减仓 |
| SLV | ISHARES SILVER TR | $115.29万 | 0.04% | 21,562 | -229 | -1.1% | -$1.22万 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $118.16万 | 0.04% | 20,984 | 8 | 0.0% | $450 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $118.94万 | 0.04% | 7,526 | 571 | 8.2% | $9.02万 | 加仓 |
| COP | CONOCOPHILLIPS | $119.95万 | 0.04% | 11,538 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $125.96万 | 0.04% | 13,678 | 336 | 2.5% | $3.09万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $126.18万 | 0.04% | 3,000 | 3,000 | — | $126.18万 | 新建仓 |
| URI | UNITED RENTALS INC | $127.90万 | 0.04% | 1,129 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $129.02万 | 0.04% | 5,051 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $129.49万 | 0.04% | 7,635 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $129.65万 | 0.04% | 14,913 | 54 | 0.4% | $4,695 | 加仓 |
| ETN | EATON CORP PLC | $132.78万 | 0.05% | 3,116 | 297 | 10.5% | $12.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $133.48万 | 0.05% | 11,441 | 439 | 4.0% | $5.12万 | 加仓 |
| GATX | GATX CORP | $133.69万 | 0.05% | 7,545 | 33 | 0.4% | $5,847 | 加仓 |
| RY | ROYAL BK CDA | $134.01万 | 0.05% | 6,475 | 39 | 0.6% | $8,072 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $137.02万 | 0.05% | 7,192 | 422 | 6.2% | $8.04万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $140.84万 | 0.05% | 15,522 | -73,469 | -82.6% | -$666.64万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $141.08万 | 0.05% | 2,770 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $141.26万 | 0.05% | 15,400 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $143.01万 | 0.05% | 4,222 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $146.81万 | 0.05% | 12,500 | 115 | 0.9% | $1.35万 | 加仓 |
| NPO | ENPRO INC | $150.77万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $156.16万 | 0.05% | 20,653 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $157.56万 | 0.05% | 11,284 | -3,232 | -22.3% | -$45.13万 | 减仓 |
| GPC | GENUINE PARTS CO | $159.94万 | 0.05% | 13,557 | 1 | 0.0% | $118 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $165.60万 | 0.06% | 13,082 | 275 | 2.1% | $3.48万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $168.39万 | 0.06% | 67,195 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $170.75万 | 0.06% | 5,148 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $170.98万 | 0.06% | 4,621 | 26 | 0.6% | $9,620 | 加仓 |
| RSG | REPUBLIC SVCS INC | $173.47万 | 0.06% | 8,141 | 18 | 0.2% | $3,835 | 加仓 |
| SMH | VANECK ETF TRUST | $178.53万 | 0.06% | 2,722 | 3 | 0.1% | $1,968 | 加仓 |
| T | AT&T INC | $179.06万 | 0.06% | 86,504 | -273 | -0.3% | -$5,651 | 减仓 |
| BAC | BANK OF AMER CORP | $180.85万 | 0.06% | 31,739 | 1,228 | 4.0% | $7.00万 | 加仓 |
| WM | WASTE MGMT INC DEL | $183.49万 | 0.06% | 8,233 | 17 | 0.2% | $3,789 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $197.76万 | 0.07% | 2,114 | 85 | 4.2% | $7.95万 | 加仓 |
| WFC | WELLS FARGO & CO | $204.28万 | 0.07% | 24,719 | 716 | 3.0% | $5.92万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $211.38万 | 0.07% | 5,400 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $237.54万 | 0.08% | 28,930 | -533 | -1.8% | -$4.38万 | 减仓 |
| WELL | WELLTOWER INC | $243.56万 | 0.08% | 10,731 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $244.91万 | 0.08% | 16,936 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $245.38万 | 0.08% | 11,000 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $270.45万 | 0.09% | 22,000 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $270.89万 | 0.09% | 26,853 | -4,849 | -15.3% | -$48.92万 | 减仓 |
| MO | ALTRIA GROUP INC | $304.16万 | 0.10% | 42,273 | 32 | 0.1% | $2,302 | 加仓 |
| GLD | SPDR GOLD TR | $317.73万 | 0.11% | 8,625 | -445 | -4.9% | -$16.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $326.40万 | 0.11% | 4,432 | 6 | 0.1% | $4,419 | 加仓 |
| MOD | MODINE MFG CO | $347.13万 | 0.12% | 13,000 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $379.90万 | 0.13% | 65,275 | -1,060 | -1.6% | -$6.17万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $393.43万 | 0.13% | 21,747 | 281 | 1.3% | $5.08万 | 加仓 |
| AFL | AFLAC INC | $450.73万 | 0.15% | 38,442 | -6,894 | -15.2% | -$80.83万 | 减仓 |
| GLDM | WORLD GOLD TR | $451.64万 | 0.15% | 56,867 | 7,346 | 14.8% | $58.34万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $453.82万 | 0.15% | 150,270 | 35 | 0.0% | $1,057 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $457.78万 | 0.16% | 14,552 | 49 | 0.3% | $1.54万 | 加仓 |
| GOOG | ALPHABET INC | $477.52万 | 0.16% | 13,515 | 404 | 3.1% | $14.27万 | 加仓 |
| MRK | MERCK & CO INC | $478.42万 | 0.16% | 37,231 | 448 | 1.2% | $5.76万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $548.59万 | 0.19% | 7,346 | 2,049 | 38.7% | $153.02万 | 加仓 |
| WMT | WALMART INC | $573.94万 | 0.20% | 50,675 | 786 | 1.6% | $8.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $583.26万 | 0.20% | 8,492 | -283 | -3.2% | -$19.44万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $639.56万 | 0.22% | 18,908 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $693.41万 | 0.24% | 16,486 | -235 | -1.4% | -$9.88万 | 减仓 |
| VMC | VULCAN MATLS CO | $810.25万 | 0.28% | 27,465 | -27 | -0.1% | -$7,965 | 减仓 |
| GL | GLOBE LIFE INC | $821.32万 | 0.28% | 45,966 | -495 | -1.1% | -$8.84万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,014.23万 | 0.35% | 32,214 | 5,366 | 20.0% | $168.94万 | 加仓 |
| BX | BLACKSTONE INC | $1,031.31万 | 0.35% | 87,644 | 6,871 | 8.5% | $80.85万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,067.07万 | 0.36% | 30,991 | 4,089 | 15.2% | $140.79万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,069.89万 | 0.37% | 20,831 | 2,526 | 13.8% | $129.74万 | 加仓 |
| TGT | TARGET CORP | $1,094.63万 | 0.37% | 83,809 | 4,169 | 5.2% | $54.45万 | 加仓 |
| META | META PLATFORMS INC | $1,103.79万 | 0.38% | 19,595 | 2,188 | 12.6% | $123.25万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,126.99万 | 0.38% | 153,645 | 10,466 | 7.3% | $76.77万 | 加仓 |
| ORCL | ORACLE CORP | $1,161.70万 | 0.40% | 79,270 | 4,653 | 6.2% | $68.19万 | 加仓 |
| TJX | TJX COS INC NEW | $1,214.24万 | 0.41% | 80,148 | 4,891 | 6.5% | $74.10万 | 加仓 |
| AVGO | BROADCOM INC | $1,322.79万 | 0.45% | 35,018 | 1,384 | 4.1% | $52.28万 | 加仓 |
| IVV | ISHARES TR | $1,365.43万 | 0.47% | 18,233 | -19 | -0.1% | -$1.42万 | 减仓 |
| V | VISA INC | $1,510.31万 | 0.52% | 44,021 | 3,023 | 7.4% | $103.72万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,654.93万 | 0.57% | 16,363 | 357 | 2.2% | $36.11万 | 加仓 |
| AMZN | AMAZON COM INC | $1,660.52万 | 0.57% | 69,670 | 2,206 | 3.3% | $52.58万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,740.58万 | 0.59% | 24,074 | 2,193 | 10.0% | $158.56万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,757.34万 | 0.60% | 51,532 | 1,691 | 3.4% | $57.67万 | 加仓 |
| DE | DEERE & CO | $1,783.68万 | 0.61% | 28,119 | 1,058 | 3.9% | $67.11万 | 加仓 |
| LLY | ELI LILLY & CO | $1,806.82万 | 0.62% | 15,064 | 7,415 | 96.9% | $889.38万 | 加仓 |