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 |
|---|---|---|---|---|---|---|---|---|
| RNR | RENAISSANCERE HLDGS LTD | $45.95万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $45.79万 | 0.02% | 600 | 1 | 0.2% | $763 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $45.00万 | 0.02% | 12,242 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $44.38万 | 0.02% | 3,600 | 0 | 0.0% | — | 不变 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $43.91万 | 0.01% | 9,238 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $43.53万 | 0.01% | 6,023 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $42.85万 | 0.01% | 1,183 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $42.79万 | 0.01% | 3,995 | 3 | 0.1% | $321 | 加仓 |
| MGV | VANGUARD WORLD FD | $42.76万 | 0.01% | 2,616 | -197 | -7.0% | -$3.22万 | 减仓 |
| IJH | ISHARES TR | $42.74万 | 0.01% | 5,543 | -363 | -6.1% | -$2.80万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $42.45万 | 0.01% | 1,948 | 612 | 45.8% | $13.34万 | 加仓 |
| IDV | ISHARES TR | $41.04万 | 0.01% | 9,906 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $40.55万 | 0.01% | 11,943 | 2 | 0.0% | $68 | 加仓 |
| XEL | XCEL ENERGY INC | $40.06万 | 0.01% | 4,989 | 0 | 0.0% | — | 不变 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $39.89万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $39.77万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $39.64万 | 0.01% | 5,029 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $39.44万 | 0.01% | 2,436 | 1 | 0.0% | $162 | 加仓 |
| MUB | ISHARES TR | $39.06万 | 0.01% | 3,629 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $38.51万 | 0.01% | 5,307 | -528 | -9.0% | -$3.83万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $38.02万 | 0.01% | 1,013 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $37.96万 | 0.01% | 1,695 | -232 | -12.0% | -$5.20万 | 减仓 |
| FBK | FB FINL CORP | $37.72万 | 0.01% | 6,814 | 687 | 11.2% | $3.80万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $37.56万 | 0.01% | 1,281 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $37.26万 | 0.01% | 6,266 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $37.17万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $37.01万 | 0.01% | 1,739 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $36.96万 | 0.01% | 1,488 | 1 | 0.1% | $248 | 加仓 |
| ALL | ALLSTATE CORP | $36.62万 | 0.01% | 1,539 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $35.82万 | 0.01% | 4,075 | 230 | 6.0% | $2.02万 | 加仓 |
| GOOGL | ALPHABET INC 看跌期权 | $35.74万 | 0.01% | 1,000 | 1,000 | — | $35.74万 | 新建仓 |
| SBUX | STARBUCKS CORP | $35.63万 | 0.01% | 3,487 | 32 | 0.9% | $3,270 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $34.53万 | 0.01% | 2,021 | 2,021 | — | $34.53万 | 新建仓 |
| LOW | LOWES COS INC | $34.26万 | 0.01% | 1,554 | 141 | 10.0% | $3.11万 | 加仓 |
| OEF | ISHARES TR | $33.66万 | 0.01% | 920 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $33.45万 | 0.01% | 1,933 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $33.39万 | 0.01% | 6,757 | 127 | 1.9% | $6,275 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.28万 | 0.01% | 676 | -29 | -4.1% | -$1.38万 | 减仓 |
| VDE | VANGUARD WORLD FD | $32.14万 | 0.01% | 2,141 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $31.91万 | 0.01% | 2,152 | -230 | -9.7% | -$3.41万 | 减仓 |
| DEO | DIAGEO PLC | $31.62万 | 0.01% | 3,934 | -2,000 | -33.7% | -$16.08万 | 减仓 |
| SHEL | SHELL PLC | $31.54万 | 0.01% | 4,068 | -47 | -1.1% | -$3,644 | 减仓 |
| SLB | SLB LIMITED | $31.12万 | 0.01% | 6,694 | -90 | -1.3% | -$4,184 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $31.04万 | 0.01% | 1,068 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $30.74万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINANCIAL INC | $30.49万 | 0.01% | 6,499 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $30.25万 | 0.01% | 583 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $30.01万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $29.86万 | 0.01% | 2,217 | -10 | -0.4% | -$1,347 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $29.36万 | 0.01% | 9,258 | 2,534 | 37.7% | $8.04万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $29.23万 | 0.01% | 1,884 | -8 | -0.4% | -$1,241 | 减仓 |
| ASML | ASML HLDG NV | $28.65万 | 0.01% | 144 | 144 | — | $28.65万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $28.43万 | 0.01% | 26,159 | 813 | 3.2% | $8,837 | 加仓 |
| CXT | CRANE NXT CO | $28.14万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $27.84万 | 0.01% | 2,524 | 66 | 2.7% | $7,281 | 加仓 |
| ADBE | ADOBE INC | $27.78万 | 0.01% | 1,355 | 352 | 35.1% | $7.22万 | 加仓 |
| IAU | ISHARES GOLD TR | $27.78万 | 0.01% | 3,679 | 4 | 0.1% | $302 | 加仓 |
| AEE | AMEREN CORP | $27.69万 | 0.01% | 2,450 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $27.65万 | 0.01% | 2,952 | -330 | -10.1% | -$3.09万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $27.60万 | 0.01% | 9,378 | 0 | 0.0% | — | 不变 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $27.54万 | 0.01% | 13,482 | 724 | 5.7% | $1.48万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $27.35万 | 0.01% | 893 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $27.22万 | 0.01% | 3,643 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $27.16万 | 0.01% | 11,062 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $27.10万 | 0.01% | 3,552 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $27.05万 | 0.01% | 3,585 | 283 | 8.6% | $2.14万 | 加仓 |
| PPG | PPG INDS INC | $26.45万 | 0.01% | 2,181 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.09万 | 0.01% | 1,662 | 2 | 0.1% | $314 | 加仓 |
| VB | VANGUARD INDEX FDS | $26.08万 | 0.01% | 860 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.06万 | 0.01% | 4,615 | 150 | 3.4% | $8,471 | 加仓 |
| IWF | ISHARES TR | $25.96万 | 0.01% | 2,091 | -81 | -3.7% | -$1.01万 | 减仓 |
| ACIC | AMERICAN COASTAL INS CORP | $25.85万 | 0.01% | 23,288 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $25.66万 | 0.01% | 1,834 | 1 | 0.1% | $140 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $25.37万 | 0.01% | 4,621 | 0 | 0.0% | — | 重新持有 |
| CTVA | CORTEVA INC | $25.15万 | 0.01% | 2,970 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $25.05万 | 0.01% | 1,903 | -38 | -2.0% | -$5,002 | 减仓 |
| CSX | CSX CORP | $24.84万 | 0.01% | 5,226 | 5,226 | — | $24.84万 | 新建仓 |
| DG | DOLLAR GEN CORP | $24.38万 | 0.01% | 2,118 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $24.33万 | 0.01% | 777 | 49 | 6.7% | $1.53万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.28万 | 0.01% | 3,950 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $24.28万 | 0.01% | 464 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $24.20万 | 0.01% | 4,007 | -360 | -8.2% | -$2.17万 | 减仓 |
| UL | UNILEVER PLC | $23.85万 | 0.01% | 3,967 | -1,999 | -33.5% | -$12.02万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $23.85万 | 0.01% | 51,619 | 2,397 | 4.9% | $1.11万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $23.84万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $23.57万 | 0.01% | 13,294 | 2 | 0.0% | $35 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $23.50万 | 0.01% | 3,076 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $23.11万 | 0.01% | 2,421 | -243 | -9.1% | -$2.32万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.86万 | 0.01% | 845 | 15 | 1.8% | $4,059 | 加仓 |
| PCAR | PACCAR INC | $22.77万 | 0.01% | 1,896 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $22.71万 | 0.01% | 4,750 | 4,750 | — | $22.71万 | 新建仓 |
| VVV | VALVOLINE INC | $22.68万 | 0.01% | 5,736 | 5,736 | — | $22.68万 | 新建仓 |
| EVRG | EVERGY INC | $22.48万 | 0.01% | 2,601 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $22.35万 | 0.01% | 1,957 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $22.11万 | 0.01% | 5,804 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $21.76万 | 0.01% | 903 | 903 | — | $21.76万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $21.67万 | 0.01% | 2,280 | 2,280 | — | $21.67万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $21.37万 | 0.01% | 4,018 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $21.13万 | 0.01% | 2,700 | 2,700 | — | $21.13万 | 新建仓 |
| FLEX | FLEX LTD | $21.07万 | 0.01% | 1,300 | 1,300 | — | $21.07万 | 新建仓 |