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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $9,522.51万 | 3.58% | 375,212 | -649 | -0.2% | -$16.47万 | 减仓 |
| RTX | RTX CORPORATION | $8,937.93万 | 3.36% | 463,345 | -37,497 | -7.5% | -$723.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $8,903.16万 | 3.34% | 430,312 | 327 | 0.1% | $6.77万 | 加仓 |
| — | EXXON MOBIL CORP | $8,896.68万 | 3.34% | 524,383 | -23,963 | -4.4% | -$406.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $8,775.57万 | 3.30% | 359,007 | -21,073 | -5.5% | -$515.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $8,148.36万 | 3.06% | 277,004 | -4,035 | -1.4% | -$118.69万 | 减仓 |
| ABBV | ABBVIE INC | $7,958.68万 | 2.99% | 365,933 | -1,664 | -0.5% | -$36.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,926.19万 | 2.98% | 214,123 | 7,442 | 3.6% | $275.48万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $7,922.05万 | 2.98% | 852,934 | -16,487 | -1.9% | -$153.13万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $7,654.94万 | 2.88% | 126,656 | -6,028 | -4.5% | -$364.33万 | 减仓 |
| SO | SOUTHERN CO | $7,555.49万 | 2.84% | 782,791 | 3,531 | 0.5% | $34.08万 | 加仓 |
| CSCO | CISCO SYS INC | $7,347.42万 | 2.76% | 946,955 | -19,004 | -2.0% | -$147.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7,145.71万 | 2.68% | 294,802 | 2,909 | 1.0% | $70.51万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $7,107.71万 | 2.67% | 975,931 | -27,572 | -2.7% | -$200.81万 | 减仓 |
| MCD | MCDONALDS CORP | $6,684.30万 | 2.51% | 215,074 | 2,845 | 1.3% | $88.42万 | 加仓 |
| HD | HOME DEPOT INC | $6,265.93万 | 2.35% | 190,518 | 7,080 | 3.9% | $232.85万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $6,238.79万 | 2.34% | 396,491 | -2,588 | -0.6% | -$40.72万 | 减仓 |
| TFC | TRUIST FINL CORP | $6,110.16万 | 2.30% | 1,329,163 | 5,100 | 0.4% | $23.44万 | 加仓 |
| EMR | EMERSON ELEC CO | $6,109.23万 | 2.30% | 466,282 | -13,289 | -2.8% | -$174.11万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,043.38万 | 2.27% | 1,203,860 | 21,632 | 1.8% | $108.59万 | 加仓 |
| PFE | PFIZER INC | $6,031.84万 | 2.27% | 2,148,091 | 165,513 | 8.3% | $464.76万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $5,988.31万 | 2.25% | 529,096 | 927 | 0.2% | $10.49万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $5,479.73万 | 2.06% | 253,012 | 23,787 | 10.4% | $515.18万 | 加仓 |
| QCOM | QUALCOMM INC | $5,377.80万 | 2.02% | 417,596 | 31,192 | 8.1% | $401.69万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $5,349.40万 | 2.01% | 370,354 | 22,509 | 6.5% | $325.12万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $5,342.45万 | 2.01% | 626,828 | 13,652 | 2.2% | $116.36万 | 加仓 |
| PEP | PEPSICO INC | $5,279.53万 | 1.98% | 339,979 | 13,215 | 4.0% | $205.22万 | 加仓 |
| TXN | TEXAS INSTRS INC | $5,189.22万 | 1.95% | 267,292 | 4,163 | 1.6% | $80.82万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $4,934.53万 | 1.85% | 376,452 | 51,267 | 15.8% | $672.01万 | 加仓 |
| PAYX | PAYCHEX INC | $4,462.74万 | 1.68% | 484,448 | 77,646 | 19.1% | $715.28万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $4,312.73万 | 1.62% | 447,054 | 122,577 | 37.8% | $1,182.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,081.21万 | 1.16% | 176,675 | -322 | -0.2% | -$5.62万 | 减仓 |
| CAT | CATERPILLAR INC | $2,770.67万 | 1.04% | 39,108 | -1,519 | -3.7% | -$107.62万 | 减仓 |
| KO | COCA COLA CO | $2,081.37万 | 0.78% | 273,685 | -55 | -0.0% | -$4,183 | 减仓 |
| PYLD | PIMCO ETF TR | $1,988.26万 | 0.75% | 758,878 | 23,857 | 3.2% | $62.51万 | 加仓 |
| GOOGL | ALPHABET INC | $1,830.28万 | 0.69% | 63,649 | -1,145 | -1.8% | -$32.93万 | 减仓 |
| DE | DEERE & CO | $1,524.35万 | 0.57% | 27,061 | 48 | 0.2% | $2.70万 | 加仓 |
| AMZN | AMAZON COM INC | $1,405.08万 | 0.53% | 67,464 | 2,068 | 3.2% | $43.07万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,361.98万 | 0.51% | 66,951 | -671 | -1.0% | -$13.65万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,354.11万 | 0.51% | 16,006 | -331 | -2.0% | -$28.00万 | 减仓 |
| V | VISA INC | $1,239.12万 | 0.47% | 40,998 | 1,844 | 4.7% | $55.73万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,214.76万 | 0.46% | 35,957 | 45 | 0.1% | $1.52万 | 加仓 |
| TJX | TJX COS INC NEW | $1,201.85万 | 0.45% | 75,257 | 159 | 0.2% | $2.54万 | 加仓 |
| IVV | ISHARES TR | $1,192.26万 | 0.45% | 18,252 | -887 | -4.6% | -$57.94万 | 减仓 |
| ORCL | ORACLE CORP | $1,097.68万 | 0.41% | 74,617 | 6,331 | 9.3% | $93.13万 | 加仓 |
| AVGO | BROADCOM INC | $1,041.02万 | 0.39% | 33,634 | 67 | 0.2% | $2.07万 | 加仓 |
| META | META PLATFORMS INC | $995.92万 | 0.37% | 17,407 | 882 | 5.3% | $50.46万 | 加仓 |
| TGT | TARGET CORP | $965.24万 | 0.36% | 79,640 | 18,110 | 29.4% | $219.49万 | 加仓 |
| BX | BLACKSTONE INC | $928.81万 | 0.35% | 80,773 | 13,824 | 20.6% | $158.96万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $914.64万 | 0.34% | 18,305 | 1,371 | 8.1% | $68.50万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $913.67万 | 0.34% | 88,991 | 7,706 | 9.5% | $79.12万 | 加仓 |
| SYK | STRYKER CORPORATION | $882.20万 | 0.33% | 26,848 | 1,551 | 6.1% | $50.96万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $862.33万 | 0.32% | 26,902 | 1,520 | 6.0% | $48.72万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $806.24万 | 0.30% | 143,179 | 17,173 | 13.6% | $96.70万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $799.05万 | 0.30% | 49,841 | 8,692 | 21.1% | $139.35万 | 加仓 |
| VMC | VULCAN MATLS CO | $748.61万 | 0.28% | 27,492 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $747.88万 | 0.28% | 21,881 | 19,963 | 1,040.8% | $682.33万 | 加仓 |
| LLY | ELI LILLY & CO | $703.53万 | 0.26% | 7,649 | -37 | -0.5% | -$3.40万 | 减仓 |
| GL | GLOBE LIFE INC | $646.60万 | 0.24% | 46,461 | -414 | -0.9% | -$5.76万 | 减仓 |
| TSLA | TESLA INC | $621.60万 | 0.23% | 16,721 | 13,509 | 420.6% | $502.20万 | 加仓 |
| WMT | WALMART INC | $620.02万 | 0.23% | 49,889 | -1,014 | -2.0% | -$12.60万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $571.93万 | 0.21% | 18,908 | 16 | 0.1% | $4,840 | 加仓 |
| VOO | VANGUARD INDEX FDS | $524.38万 | 0.20% | 8,775 | -1,197 | -12.0% | -$71.53万 | 减仓 |
| AFL | AFLAC INC | $497.38万 | 0.19% | 45,336 | -8,299 | -15.5% | -$91.05万 | 减仓 |
| GLDM | WORLD GOLD TR | $459.01万 | 0.17% | 49,521 | 28,481 | 135.4% | $263.99万 | 加仓 |
| MRK | MERCK & CO INC | $442.46万 | 0.17% | 36,783 | 2,302 | 6.7% | $27.69万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $416.23万 | 0.16% | 14,503 | 11,380 | 364.4% | $326.60万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $392.41万 | 0.15% | 150,235 | 2,763 | 1.9% | $7.22万 | 加仓 |
| GLD | SPDR GOLD TR | $390.27万 | 0.15% | 9,070 | -569 | -5.9% | -$24.48万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $388.32万 | 0.15% | 66,335 | 2,910 | 4.6% | $17.04万 | 加仓 |
| GOOG | ALPHABET INC | $376.09万 | 0.14% | 13,111 | 38 | 0.3% | $1.09万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $354.92万 | 0.13% | 21,466 | -314 | -1.4% | -$5.19万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $344.48万 | 0.13% | 5,297 | -7,968 | -60.1% | -$518.18万 | 减仓 |
| MOD | MODINE MFG CO | $281.72万 | 0.11% | 13,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $278.75万 | 0.10% | 42,241 | 45 | 0.1% | $2,970 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $273.08万 | 0.10% | 31,702 | 31,702 | — | $273.08万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $255.48万 | 0.10% | 4,426 | 102 | 2.4% | $5.89万 | 加仓 |
| T | AT&T INC | $251.57万 | 0.09% | 86,777 | -1,797 | -2.0% | -$5.21万 | 减仓 |
| MLI | MUELLER INDS INC | $243.76万 | 0.09% | 22,000 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $243.27万 | 0.09% | 29,463 | -16,151 | -35.4% | -$133.36万 | 减仓 |
| WELL | WELLTOWER INC | $212.16万 | 0.08% | 10,731 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $202.18万 | 0.08% | 2,029 | -257 | -11.2% | -$25.61万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $200.91万 | 0.08% | 16,936 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $191.09万 | 0.07% | 24,003 | 7 | 0.0% | $557 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $188.98万 | 0.07% | 2,770 | -46 | -1.6% | -$3.14万 | 减仓 |
| WM | WASTE MGMT INC DEL | $188.79万 | 0.07% | 8,216 | -100 | -1.2% | -$2.30万 | 减仓 |
| CR | CRANE COMPANY | $188.10万 | 0.07% | 11,000 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $177.91万 | 0.07% | 8,123 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $174.83万 | 0.07% | 20,653 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $171.31万 | 0.06% | 7,579 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $167.70万 | 0.06% | 12,807 | -563 | -4.2% | -$7.37万 | 减仓 |
| AON | AON PLC | $166.17万 | 0.06% | 5,148 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $160.94万 | 0.06% | 11,002 | 5,651 | 105.6% | $82.66万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $156.76万 | 0.06% | 5,400 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $152.31万 | 0.06% | 11,538 | -125 | -1.1% | -$1.65万 | 减仓 |
| BAC | BANK AMERICA CORP | $148.74万 | 0.06% | 30,511 | -608 | -2.0% | -$2.96万 | 减仓 |
| SLV | ISHARES SILVER TR | $148.48万 | 0.06% | 21,791 | -5,439 | -20.0% | -$37.06万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $147.40万 | 0.06% | 4,595 | 645 | 16.3% | $20.69万 | 加仓 |
| IEI | ISHARES TR | $146.89万 | 0.06% | 12,385 | 8,468 | 216.2% | $100.43万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $145.54万 | 0.05% | 67,195 | -1,302 | -1.9% | -$2.82万 | 减仓 |