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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $2,770.67万 | 1.04% | 39,108 | -1,519 | -3.7% | -$107.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,081.21万 | 1.16% | 176,675 | -322 | -0.2% | -$5.62万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $4,312.73万 | 1.62% | 447,054 | 122,577 | 37.8% | $1,182.50万 | 加仓 |
| PAYX | PAYCHEX INC | $4,462.74万 | 1.68% | 484,448 | 77,646 | 19.1% | $715.28万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $4,934.53万 | 1.85% | 376,452 | 51,267 | 15.8% | $672.01万 | 加仓 |
| TXN | TEXAS INSTRS INC | $5,189.22万 | 1.95% | 267,292 | 4,163 | 1.6% | $80.82万 | 加仓 |
| PEP | PEPSICO INC | $5,279.53万 | 1.98% | 339,979 | 13,215 | 4.0% | $205.22万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $5,342.45万 | 2.01% | 626,828 | 13,652 | 2.2% | $116.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $5,349.40万 | 2.01% | 370,354 | 22,509 | 6.5% | $325.12万 | 加仓 |
| QCOM | QUALCOMM INC | $5,377.80万 | 2.02% | 417,596 | 31,192 | 8.1% | $401.69万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $5,479.73万 | 2.06% | 253,012 | 23,787 | 10.4% | $515.18万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $5,988.31万 | 2.25% | 529,096 | 927 | 0.2% | $10.49万 | 加仓 |
| PFE | PFIZER INC | $6,031.84万 | 2.27% | 2,148,091 | 165,513 | 8.3% | $464.76万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,043.38万 | 2.27% | 1,203,860 | 21,632 | 1.8% | $108.59万 | 加仓 |
| EMR | EMERSON ELEC CO | $6,109.23万 | 2.30% | 466,282 | -13,289 | -2.8% | -$174.11万 | 减仓 |
| TFC | TRUIST FINL CORP | $6,110.16万 | 2.30% | 1,329,163 | 5,100 | 0.4% | $23.44万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $6,238.79万 | 2.34% | 396,491 | -2,588 | -0.6% | -$40.72万 | 减仓 |
| HD | HOME DEPOT INC | $6,265.93万 | 2.35% | 190,518 | 7,080 | 3.9% | $232.85万 | 加仓 |
| MCD | MCDONALDS CORP | $6,684.30万 | 2.51% | 215,074 | 2,845 | 1.3% | $88.42万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $7,107.71万 | 2.67% | 975,931 | -27,572 | -2.7% | -$200.81万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7,145.71万 | 2.68% | 294,802 | 2,909 | 1.0% | $70.51万 | 加仓 |
| CSCO | CISCO SYS INC | $7,347.42万 | 2.76% | 946,955 | -19,004 | -2.0% | -$147.45万 | 减仓 |
| SO | SOUTHERN CO | $7,555.49万 | 2.84% | 782,791 | 3,531 | 0.5% | $34.08万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $7,654.94万 | 2.88% | 126,656 | -6,028 | -4.5% | -$364.33万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $7,922.05万 | 2.98% | 852,934 | -16,487 | -1.9% | -$153.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,926.19万 | 2.98% | 214,123 | 7,442 | 3.6% | $275.48万 | 加仓 |
| ABBV | ABBVIE INC | $7,958.68万 | 2.99% | 365,933 | -1,664 | -0.5% | -$36.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $8,148.36万 | 3.06% | 277,004 | -4,035 | -1.4% | -$118.69万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $8,775.57万 | 3.30% | 359,007 | -21,073 | -5.5% | -$515.11万 | 减仓 |
| — | EXXON MOBIL CORP | $8,896.68万 | 3.34% | 524,383 | -23,963 | -4.4% | -$406.56万 | 减仓 |
| CVX | CHEVRON CORPORATION | $8,903.16万 | 3.34% | 430,312 | 327 | 0.1% | $6.77万 | 加仓 |
| RTX | RTX CORPORATION | $8,937.93万 | 3.36% | 463,345 | -37,497 | -7.5% | -$723.32万 | 减仓 |
| AAPL | APPLE INC | $9,522.51万 | 3.58% | 375,212 | -649 | -0.2% | -$16.47万 | 减仓 |