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 |
|---|---|---|---|---|---|---|---|---|
| ABEV | AMBEV SA | $13.20万 | 0.00% | 45,191 | -300 | -0.7% | -$876 | 减仓 |
| AGNC | AGNC INVT CORP | $10.09万 | 0.00% | 10,064 | 10,064 | — | $10.09万 | 新建仓 |
| — | MARINE PETE TR | $8.46万 | 0.00% | 15,956 | 15,956 | — | $8.46万 | 新建仓 |
| — | KNIGHTSCOPE INC | $8.34万 | 0.00% | 20,000 | 20,000 | — | $8.34万 | 新建仓 |
| — | MESA RTY TR | $7.96万 | 0.00% | 16,370 | 0 | 0.0% | — | 不变 |
| — | BITFARMS LTD | $6.38万 | 0.00% | 32,740 | 0 | 0.0% | — | 不变 |
| GTN | GRAY MEDIA INC | $5.37万 | 0.00% | 12,369 | 0 | 0.0% | — | 不变 |
| — | URANIUM RTY CORP | $5.15万 | 0.00% | 14,110 | 0 | 0.0% | — | 不变 |
| — | WESTWATER RES INC | $1.50万 | 0.00% | 22,954 | 0 | 0.0% | — | 不变 |
| — | CASTELLUM INC | $5,895 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -27,045 | -100.0% | -$725.61万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -67,623 | -100.0% | -$338.45万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -45,437 | -100.0% | -$211.28万 | 清仓 |
| IYK | ISHARES TR | $0 | 0.00% | 0 | -11,467 | -100.0% | -$76.74万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,818 | -100.0% | -$74.58万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -14,671 | -100.0% | -$32.80万 | 清仓 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -6,043 | -100.0% | -$29.97万 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$29.11万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,762 | -100.0% | -$26.87万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -2,270 | -100.0% | -$25.81万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,704 | -100.0% | -$24.11万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -5,371 | -100.0% | -$23.01万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.61万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$22.38万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,461 | -100.0% | -$21.42万 | 清仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $0 | 0.00% | 0 | -7,119 | -100.0% | -$21.04万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,224 | -100.0% | -$20.97万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,315 | -100.0% | -$20.49万 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$5.83万 | 清仓 |