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 |
|---|---|---|---|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | $21.02万 | 0.01% | 891 | 1 | 0.1% | $236 | 重新持有 |
| KLAC | KLA CORP | $20.82万 | 0.01% | 690 | 690 | — | $20.82万 | 新建仓 |
| IR | INGERSOLL RAND INC | $20.64万 | 0.01% | 2,517 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $20.37万 | 0.01% | 530 | 530 | — | $20.37万 | 新建仓 |
| MCK | MCKESSON CORP | $20.33万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $20.23万 | 0.01% | 1,956 | 1,956 | — | $20.23万 | 新建仓 |
| TFIN | TRIUMPH FINANCIAL INC | $20.18万 | 0.01% | 2,644 | 2,644 | — | $20.18万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $20.15万 | 0.01% | 2,209 | -1,708 | -43.6% | -$15.58万 | 重新持有 |
| SSB | SOUTHSTATE BK CORP | $20.05万 | 0.01% | 2,007 | 2,007 | — | $20.05万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $20.01万 | 0.01% | 1,000 | 1,000 | — | $20.01万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $19.22万 | 0.01% | 11,076 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $19.20万 | 0.01% | 10,173 | 180 | 1.8% | $3,397 | 加仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $18.79万 | 0.01% | 32,740 | 32,740 | — | $18.79万 | 新建仓 |
| — | CROSS TIMBERS RTY TR | $15.05万 | 0.01% | 16,652 | 1,800 | 12.1% | $1.63万 | 加仓 |
| PGEN | PRECIGEN INC | $14.25万 | 0.00% | 25,000 | 25,000 | — | $14.25万 | 新建仓 |
| ABEV | AMBEV SA | $14.19万 | 0.00% | 45,191 | 0 | 0.0% | — | 不变 |
| — | ZEDGE INC | $14.16万 | 0.00% | 45,671 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR | $11.40万 | 0.00% | 35,508 | 5,500 | 18.3% | $1.77万 | 加仓 |
| AGNC | AGNC INVT CORP | $11.35万 | 0.00% | 10,412 | 348 | 3.5% | $3,793 | 加仓 |
| — | MARINE PETE TR | $9.02万 | 0.00% | 19,956 | 4,000 | 25.1% | $1.81万 | 加仓 |
| — | MESA RTY TR | $7.00万 | 0.00% | 22,570 | 6,200 | 37.9% | $1.92万 | 加仓 |
| DDD | 3D SYS CORP DEL | $6.04万 | 0.00% | 20,000 | 20,000 | — | $6.04万 | 新建仓 |
| — | URANIUM RTY CORP | $5.92万 | 0.00% | 21,310 | 7,200 | 51.0% | $2.00万 | 加仓 |
| GTN | GRAY MEDIA INC | $4.91万 | 0.00% | 12,369 | 0 | 0.0% | — | 不变 |
| — | WESTWATER RES INC | $1.54万 | 0.00% | 30,479 | 7,525 | 32.8% | $3,800 | 加仓 |
| — | CASTELLUM INC | $7,199 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -7,579 | -100.0% | -$171.31万 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -14,619 | -100.0% | -$36.14万 | 清仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$34.63万 | 清仓 |
| VXF | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,365 | -100.0% | -$28.09万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -4,287 | -100.0% | -$26.90万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -8,499 | -100.0% | -$25.94万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -519 | -100.0% | -$23.93万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,251 | -100.0% | -$23.35万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -3,651 | -100.0% | -$21.46万 | 清仓 |
| MWA | MUELLER WTR PRODS INC | $0 | 0.00% | 0 | -7,511 | -100.0% | -$20.65万 | 清仓 |
| — | KNIGHTSCOPE INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$8.34万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -32,740 | -100.0% | -$6.38万 | 清仓 |