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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $144.59万 | 0.05% | 9,466 | -190 | -2.0% | -$2.90万 | 减仓 |
| GPC | GENUINE PARTS CO | $143.35万 | 0.05% | 13,556 | -317 | -2.3% | -$3.35万 | 减仓 |
| TXT | TEXTRON INC | $134.84万 | 0.05% | 15,400 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $134.31万 | 0.05% | 14,859 | 122 | 0.8% | $1.10万 | 加仓 |
| NEM | NEWMONT CORP | $130.77万 | 0.05% | 12,080 | -277 | -2.2% | -$3.00万 | 减仓 |
| GATX | GATX CORP | $128.26万 | 0.05% | 7,512 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $124.60万 | 0.05% | 4,222 | -15 | -0.4% | -$4,427 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $123.16万 | 0.05% | 13,342 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $110.31万 | 0.04% | 5,577 | 1,236 | 28.5% | $24.45万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $109.41万 | 0.04% | 18,981 | -442 | -2.3% | -$2.55万 | 减仓 |
| BIL | SPDR SERIES TRUST | $108.84万 | 0.04% | 11,877 | 349 | 3.0% | $3.20万 | 加仓 |
| BLK | BLACKROCK INC | $106.18万 | 0.04% | 1,104 | -35 | -3.1% | -$3.37万 | 减仓 |
| NFLX | NETFLIX INC. | $105.23万 | 0.04% | 10,944 | 1,050 | 10.6% | $10.10万 | 加仓 |
| CB | CHUBB LTD SWITZ | $104.43万 | 0.04% | 3,204 | -33 | -1.0% | -$1.08万 | 减仓 |
| SMH | VANECK ETF TRUST | $104.25万 | 0.04% | 2,719 | -16 | -0.6% | -$6,134 | 减仓 |
| RY | ROYAL BK CDA | $104.12万 | 0.04% | 6,436 | 33 | 0.5% | $5,339 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $103.00万 | 0.04% | 6,955 | -155 | -2.2% | -$2.30万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $102.09万 | 0.04% | 13,239 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $100.83万 | 0.04% | 2,819 | 160 | 6.0% | $5.72万 | 加仓 |
| NPO | ENPRO INC | $100.26万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC | $98.90万 | 0.04% | 20,976 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $96.63万 | 0.04% | 7,635 | -1,048 | -12.1% | -$13.26万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $94.97万 | 0.04% | 10,108 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $94.22万 | 0.04% | 2,157 | 1,015 | 88.9% | $44.33万 | 加仓 |
| DIS | DISNEY WALT CO | $93.25万 | 0.04% | 9,675 | -453 | -4.5% | -$4.37万 | 减仓 |
| XYL | XYLEM INC | $93.23万 | 0.04% | 7,802 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $89.98万 | 0.03% | 6,770 | -1,305 | -16.2% | -$17.34万 | 减仓 |
| GE | GE AEROSPACE | $89.08万 | 0.03% | 3,139 | 1,033 | 49.1% | $29.32万 | 加仓 |
| YUM | YUM BRANDS INC | $84.85万 | 0.03% | 5,457 | 1 | 0.0% | $155 | 加仓 |
| URI | UNITED RENTALS INC | $82.25万 | 0.03% | 1,129 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $82.02万 | 0.03% | 26,047 | -5,036 | -16.2% | -$15.86万 | 减仓 |
| BA | BOEING CO | $80.34万 | 0.03% | 4,037 | -11 | -0.3% | -$2,189 | 减仓 |
| — | ARCOSA INC | $79.61万 | 0.03% | 7,500 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $79.25万 | 0.03% | 12,937 | -1,676 | -11.5% | -$10.27万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $78.77万 | 0.03% | 2,295 | -96 | -4.0% | -$3.29万 | 减仓 |
| IWM | ISHARES TR | $78.39万 | 0.03% | 3,161 | 26 | 0.8% | $6,448 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $78.39万 | 0.03% | 2,439 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $77.50万 | 0.03% | 19,729 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $76.46万 | 0.03% | 22,803 | 7,028 | 44.6% | $23.56万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $73.35万 | 0.03% | 12,093 | 382 | 3.3% | $2.32万 | 加仓 |
| FLS | FLOWSERVE CORP | $72.41万 | 0.03% | 9,850 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.03% | 1 | 1 | — | $71.81万 | 新建仓 |
| PTLC | PACER FDS TR | $71.41万 | 0.03% | 13,613 | -2,625 | -16.2% | -$13.77万 | 减仓 |
| VO | VANGUARD INDEX FDS | $70.91万 | 0.03% | 2,469 | -473 | -16.1% | -$13.59万 | 减仓 |
| ETR | ENTERGY CORP NEW | $70.82万 | 0.03% | 6,303 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $70.66万 | 0.03% | 4,667 | -9,291 | -66.6% | -$140.67万 | 减仓 |
| IEX | IDEX CORP | $70.27万 | 0.03% | 3,707 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $69.94万 | 0.03% | 801 | 255 | 46.7% | $22.27万 | 加仓 |
| GLW | CORNING INC | $68.68万 | 0.03% | 5,051 | 5,051 | — | $68.68万 | 新建仓 |
| IVW | ISHARES TR | $66.25万 | 0.02% | 5,857 | -2,018 | -25.6% | -$22.83万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $65.98万 | 0.02% | 3,068 | -89 | -2.8% | -$1.91万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $65.60万 | 0.02% | 849 | 500 | 143.3% | $38.63万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $65.33万 | 0.02% | 48,396 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $65.28万 | 0.02% | 33,823 | 665 | 2.0% | $1.28万 | 加仓 |
| VGT | VANGUARD WORLD FD | $64.30万 | 0.02% | 922 | -223 | -19.5% | -$15.55万 | 减仓 |
| INTC | INTEL CORP | $64.06万 | 0.02% | 14,516 | -7 | -0.0% | -$309 | 减仓 |
| CNH | CNH INDL N V | $63.93万 | 0.02% | 58,118 | 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 |
| PSX | PHILLIPS 66 | $60.79万 | 0.02% | 3,337 | 0 | 0.0% | — | 不变 |
| V | VISA INC 看跌期权 | $60.45万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $59.75万 | 0.02% | 1,015 | 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 |
| GILD | GILEAD SCIENCES INC | $58.31万 | 0.02% | 4,184 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $58.20万 | 0.02% | 3,120 | 4 | 0.1% | $746 | 加仓 |
| HRI | HERC HLDGS INC | $57.74万 | 0.02% | 5,800 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $57.33万 | 0.02% | 6,993 | -79,682 | -91.9% | -$653.23万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $56.91万 | 0.02% | 2,693 | 33 | 1.2% | $6,973 | 加仓 |
| MPC | MARATHON PETE CORP | $55.28万 | 0.02% | 2,264 | 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 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.55万 | 0.02% | 8,513 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $54.41万 | 0.02% | 19,536 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $52.60万 | 0.02% | 1,070 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $52.27万 | 0.02% | 3,656 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $52.07万 | 0.02% | 25,156 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $51.77万 | 0.02% | 5,069 | 288 | 6.0% | $2.94万 | 加仓 |
| FE | FIRSTENERGY CORP | $51.72万 | 0.02% | 10,209 | -156 | -1.5% | -$7,903 | 减仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $50.75万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $50.18万 | 0.02% | 2,068 | -566 | -21.5% | -$13.74万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $50.18万 | 0.02% | 5,550 | 200 | 3.7% | $1.81万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $48.44万 | 0.02% | 5,250 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $47.33万 | 0.02% | 5,104 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $46.56万 | 0.02% | 11,941 | -140 | -1.2% | -$5,459 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $46.32万 | 0.02% | 12,242 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $45.76万 | 0.02% | 2,402 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $45.54万 | 0.02% | 2,132 | 34 | 1.6% | $7,263 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $45.05万 | 0.02% | 14,380 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $44.47万 | 0.02% | 9,356 | 62 | 0.7% | $2,947 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $44.25万 | 0.02% | 3,992 | -1,092 | -21.5% | -$12.11万 | 减仓 |
| DEO | DIAGEO PLC | $44.18万 | 0.02% | 5,934 | 1,062 | 21.8% | $7.91万 | 加仓 |
| NTRS | NORTHERN TR CORP | $44.01万 | 0.02% | 3,153 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $44.00万 | 0.02% | 2,412 | -14 | -0.6% | -$2,554 | 减仓 |
| VMI | VALMONT INDS INC | $43.95万 | 0.02% | 1,100 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ INC | $43.80万 | 0.02% | 3,500 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $43.35万 | 0.02% | 4,463 | 3 | 0.1% | $291 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $43.10万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $42.89万 | 0.02% | 2,537 | -124 | -4.7% | -$2.10万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $42.79万 | 0.02% | 1,467 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $42.69万 | 0.02% | 5,029 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $42.16万 | 0.02% | 9,906 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $41.73万 | 0.02% | 6,023 | 0 | 0.0% | — | 不变 |