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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $41.62万 | 0.02% | 1,183 | 1 | 0.1% | $352 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $41.53万 | 0.02% | 19,298 | 1,500 | 8.4% | $3.23万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $41.52万 | 0.02% | 1,487 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $41.09万 | 0.02% | 2,591 | 395 | 18.0% | $6.26万 | 加仓 |
| MGV | VANGUARD WORLD FD | $40.77万 | 0.02% | 2,813 | -259 | -8.4% | -$3.75万 | 减仓 |
| IJH | ISHARES TR | $39.88万 | 0.01% | 5,906 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $39.63万 | 0.01% | 4,989 | -290 | -5.5% | -$2.30万 | 减仓 |
| GPN | GLOBAL PMTS INC | $39.27万 | 0.01% | 5,835 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.15万 | 0.01% | 1,927 | -22 | -1.1% | -$4,470 | 减仓 |
| MUB | ISHARES TR | $38.52万 | 0.01% | 3,629 | 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 |
| SHEL | SHELL PLC | $38.27万 | 0.01% | 4,115 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $38.20万 | 0.01% | 2,321 | -50 | -2.1% | -$8,229 | 减仓 |
| TSPA | T ROWE PRICE ETF INC | $37.78万 | 0.01% | 9,238 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $37.67万 | 0.01% | 1,739 | 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 |
| VDE | VANGUARD WORLD FD | $37.05万 | 0.01% | 2,141 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $37.01万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $36.86万 | 0.01% | 1,068 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP | $36.34万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| — | PROASSURANCE CORP | $36.14万 | 0.01% | 14,619 | -5,707 | -28.1% | -$14.11万 | 减仓 |
| IHI | ISHARES TR | $35.37万 | 0.01% | 6,630 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $35.36万 | 0.01% | 2,435 | 801 | 49.0% | $11.63万 | 加仓 |
| SLB | SLB LIMITED | $34.86万 | 0.01% | 6,784 | 285 | 4.4% | $1.46万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $34.63万 | 0.01% | 600 | 600 | — | $34.63万 | 新建仓 |
| UL | UNILEVER PLC | $33.99万 | 0.01% | 5,966 | -872 | -12.8% | -$4.97万 | 减仓 |
| POST | POST HLDGS INC | $33.61万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $33.39万 | 0.01% | 1,413 | -299 | -17.5% | -$7.06万 | 减仓 |
| TECK | TECK RESOURCES LTD | $32.43万 | 0.01% | 6,266 | 367 | 6.2% | $1.90万 | 加仓 |
| IAU | ISHARES GOLD TR | $32.40万 | 0.01% | 3,675 | 14 | 0.4% | $1,234 | 加仓 |
| ALL | ALLSTATE CORP | $31.91万 | 0.01% | 1,539 | -183 | -10.6% | -$3.79万 | 减仓 |
| FBK | FB FINL CORP | $31.82万 | 0.01% | 6,127 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $31.76万 | 0.01% | 11,062 | -704 | -6.0% | -$2.02万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $31.12万 | 0.01% | 3,600 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $30.95万 | 0.01% | 3,455 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $30.62万 | 0.01% | 1,033 | 1,033 | — | $30.62万 | 新建仓 |
| GDX | VANECK ETF TRUST | $30.30万 | 0.01% | 3,302 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $29.62万 | 0.01% | 2,382 | 14 | 0.6% | $1,741 | 加仓 |
| OEF | ISHARES TR | $29.26万 | 0.01% | 920 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $28.88万 | 0.01% | 583 | -11 | -1.9% | -$5,449 | 减仓 |
| MGK | VANGUARD WORLD FD | $28.26万 | 0.01% | 769 | -49 | -6.0% | -$1.80万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $28.15万 | 0.01% | 1,013 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $28.09万 | 0.01% | 1,365 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $28.03万 | 0.01% | 25,346 | 5,575 | 28.2% | $6.17万 | 加仓 |
| CLX | CLOROX CO DEL | $27.61万 | 0.01% | 2,664 | -200 | -7.0% | -$2.07万 | 减仓 |
| AEE | AMEREN CORP | $26.93万 | 0.01% | 2,450 | 0 | 0.0% | — | 不变 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $26.92万 | 0.01% | 12,758 | 12,758 | — | $26.92万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $26.90万 | 0.01% | 4,287 | -431 | -9.1% | -$2.70万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $26.21万 | 0.01% | 1,336 | 0 | 0.0% | — | 不变 |
| ACIC | AMERICAN COASTAL INS CORP | $26.20万 | 0.01% | 23,288 | 0 | 0.0% | — | 不变 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $26.09万 | 0.01% | 2,227 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $25.94万 | 0.01% | 8,499 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $25.93万 | 0.01% | 728 | -65 | -8.2% | -$2.32万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $25.83万 | 0.01% | 1,000 | 1,000 | — | $25.83万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $25.49万 | 0.01% | 3,552 | -157 | -4.2% | -$1.13万 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $25.40万 | 0.01% | 6,499 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $25.31万 | 0.01% | 4,465 | 11 | 0.2% | $623 | 加仓 |
| DG | DOLLAR GEN CORP | $25.15万 | 0.01% | 2,118 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $24.93万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $24.86万 | 0.01% | 2,970 | -66 | -2.2% | -$5,525 | 重新持有 |
| ADBE | ADOBE INC | $24.38万 | 0.01% | 1,003 | 328 | 48.6% | $7.97万 | 重新持有 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $24.37万 | 0.01% | 9,993 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $24.05万 | 0.01% | 9,378 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $23.93万 | 0.01% | 519 | -120 | -18.8% | -$5.53万 | 减仓 |
| IWR | ISHARES TR | $23.90万 | 0.01% | 2,458 | 11 | 0.4% | $1,070 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.83万 | 0.01% | 705 | 705 | — | $23.83万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $23.45万 | 0.01% | 1,941 | 2 | 0.1% | $242 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.39万 | 0.01% | 599 | -125 | -17.3% | -$4.88万 | 减仓 |
| CRM | SALESFORCE INC | $23.35万 | 0.01% | 1,251 | -513 | -29.1% | -$9.58万 | 减仓 |
| PPG | PPG INDS INC | $23.31万 | 0.01% | 2,181 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $23.28万 | 0.01% | 269 | -18 | -6.3% | -$1.56万 | 减仓 |
| SHOP | SHOPIFY INC | $23.21万 | 0.01% | 1,957 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $23.17万 | 0.01% | 3,643 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $23.15万 | 0.01% | 543 | 543 | — | $23.15万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $22.98万 | 0.01% | 893 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.96万 | 0.01% | 1,660 | 2 | 0.1% | $277 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $22.79万 | 0.01% | 49,222 | 3,348 | 7.3% | $1.55万 | 加仓 |
| HUBB | HUBBELL INC | $22.77万 | 0.01% | 464 | -26 | -5.3% | -$1.28万 | 减仓 |
| USB | US BANCORP | $22.71万 | 0.01% | 4,367 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $22.69万 | 0.01% | 1,933 | 1,933 | — | $22.69万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $22.53万 | 0.01% | 860 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $22.36万 | 0.01% | 3,076 | 3,076 | — | $22.36万 | 新建仓 |
| CXT | CRANE NXT CO | $22.32万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $21.93万 | 0.01% | 3,950 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $21.90万 | 0.01% | 1,896 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $21.84万 | 0.01% | 300 | 300 | — | $21.84万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.59万 | 0.01% | 830 | 1 | 0.1% | $260 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $21.46万 | 0.01% | 3,651 | 3,651 | — | $21.46万 | 新建仓 |
| EVRG | EVERGY INC | $21.31万 | 0.01% | 2,601 | 2,601 | — | $21.31万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $21.24万 | 0.01% | 4,018 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $20.80万 | 0.01% | 13,292 | 13,292 | — | $20.80万 | 新建仓 |
| C | CITIGROUP INC | $20.79万 | 0.01% | 1,833 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $20.72万 | 0.01% | 5,804 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC | $20.65万 | 0.01% | 7,511 | 7,511 | — | $20.65万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.63万 | 0.01% | 6,724 | 6,724 | — | $20.63万 | 新建仓 |
| IR | INGERSOLL RAND INC | $20.17万 | 0.01% | 2,517 | -42 | -1.6% | -$3,365 | 重新持有 |
| RIVN | RIVIAN AUTOMOTIVE INC | $16.67万 | 0.01% | 11,076 | 0 | 0.0% | — | 不变 |
| — | CROSS TIMBERS RTY TR | $15.71万 | 0.01% | 14,852 | 14,852 | — | $15.71万 | 新建仓 |
| — | SAN JUAN BASIN RTY TR | $14.40万 | 0.01% | 30,008 | 8,000 | 36.4% | $3.84万 | 加仓 |
| — | ZEDGE INC | $13.38万 | 0.01% | 45,671 | 0 | 0.0% | — | 不变 |