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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,254.52万 | 0.77% | 63,087 | -562 | -0.9% | -$20.08万 | 减仓 |
| KO | COCA COLA CO | $2,275.43万 | 0.78% | 279,984 | 6,299 | 2.3% | $51.19万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,422.90万 | 0.83% | 913,614 | 154,736 | 20.4% | $410.36万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,224.71万 | 1.10% | 27,937 | -8,020 | -22.3% | -$925.73万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,312.06万 | 1.13% | 57,015 | -9,936 | -14.8% | -$577.19万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,482.14万 | 1.19% | 174,029 | -2,646 | -1.5% | -$52.94万 | 减仓 |
| CAT | CATERPILLAR INC | $4,064.03万 | 1.39% | 38,163 | -945 | -2.4% | -$100.63万 | 减仓 |
| PEP | PEPSICO INC | $4,688.56万 | 1.60% | 346,274 | 6,295 | 1.9% | $85.23万 | 加仓 |
| PAYX | PAYCHEX INC | $4,951.67万 | 1.69% | 503,577 | 19,129 | 3.9% | $188.10万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $5,068.86万 | 1.73% | 461,771 | 14,717 | 3.3% | $161.55万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5,085.71万 | 1.74% | 1,201,159 | -2,701 | -0.2% | -$11.44万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,260.80万 | 1.80% | 384,533 | 8,081 | 2.1% | $110.56万 | 加仓 |
| PFE | PFIZER INC | $5,284.66万 | 1.80% | 2,194,625 | 46,534 | 2.2% | $112.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $5,564.63万 | 1.90% | 379,476 | 9,122 | 2.5% | $133.76万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $5,814.93万 | 1.99% | 634,264 | 7,436 | 1.2% | $68.17万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $5,896.90万 | 2.01% | 533,029 | 3,933 | 0.7% | $43.51万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6,020.27万 | 2.06% | 262,241 | 9,229 | 3.6% | $211.87万 | 加仓 |
| MCD | MCDONALDS CORP | $6,076.72万 | 2.08% | 224,805 | 9,731 | 4.5% | $263.04万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $6,635.24万 | 2.27% | 130,241 | 3,585 | 2.8% | $182.64万 | 加仓 |
| TFC | TRUIST FINL CORP | $6,672.70万 | 2.28% | 1,339,362 | 10,199 | 0.8% | $50.81万 | 加仓 |
| EMR | EMERSON ELEC CO | $6,675.30万 | 2.28% | 466,315 | 33 | 0.0% | $4,724 | 加仓 |
| HD | HOME DEPOT INC | $7,068.01万 | 2.41% | 200,409 | 9,891 | 5.2% | $348.84万 | 加仓 |
| — | EXXON MOBIL CORP | $7,106.01万 | 2.43% | 519,749 | -4,634 | -0.9% | -$63.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $7,162.34万 | 2.45% | 432,091 | 1,779 | 0.4% | $29.49万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $7,331.75万 | 2.50% | 396,011 | -480 | -0.1% | -$8.89万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $7,532.44万 | 2.57% | 858,202 | 5,268 | 0.6% | $46.24万 | 加仓 |
| SO | SOUTHERN CO | $7,540.42万 | 2.57% | 787,841 | 5,050 | 0.6% | $48.33万 | 加仓 |
| TXN | TEXAS INSTRS INC | $7,616.05万 | 2.60% | 255,512 | -11,780 | -4.4% | -$351.13万 | 减仓 |
| QCOM | QUALCOMM INC | $7,633.89万 | 2.61% | 413,112 | -4,484 | -1.1% | -$82.86万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,198.54万 | 2.80% | 219,788 | 5,665 | 2.6% | $211.32万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $8,325.68万 | 2.84% | 959,733 | -16,198 | -1.7% | -$140.52万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8,476.36万 | 2.89% | 301,425 | 6,623 | 2.2% | $186.25万 | 加仓 |
| RTX | RTX CORPORATION | $8,765.32万 | 2.99% | 461,989 | -1,356 | -0.3% | -$25.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $9,053.63万 | 3.09% | 356,484 | -2,523 | -0.7% | -$64.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $9,061.63万 | 3.09% | 276,835 | -169 | -0.1% | -$5.53万 | 减仓 |
| ABBV | ABBVIE INC | $9,345.07万 | 3.19% | 371,366 | 5,433 | 1.5% | $136.72万 | 加仓 |
| CSCO | CISCO SYS INC | $1.07亿 | 3.64% | 906,782 | -40,173 | -4.2% | -$471.87万 | 减仓 |
| AAPL | APPLE INC | $1.08亿 | 3.68% | 372,791 | -2,421 | -0.6% | -$70.05万 | 减仓 |