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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.08亿 | 3.68% | 372,791 | -2,421 | -0.6% | -$70.05万 | 减仓 |
| CSCO | CISCO SYS INC | $1.07亿 | 3.64% | 906,782 | -40,173 | -4.2% | -$471.87万 | 减仓 |
| ABBV | ABBVIE INC | $9,345.07万 | 3.19% | 371,366 | 5,433 | 1.5% | $136.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $9,061.63万 | 3.09% | 276,835 | -169 | -0.1% | -$5.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $9,053.63万 | 3.09% | 356,484 | -2,523 | -0.7% | -$64.08万 | 减仓 |
| RTX | RTX CORPORATION | $8,765.32万 | 2.99% | 461,989 | -1,356 | -0.3% | -$25.73万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8,476.36万 | 2.89% | 301,425 | 6,623 | 2.2% | $186.25万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $8,325.68万 | 2.84% | 959,733 | -16,198 | -1.7% | -$140.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $8,198.54万 | 2.80% | 219,788 | 5,665 | 2.6% | $211.32万 | 加仓 |
| QCOM | QUALCOMM INC | $7,633.89万 | 2.61% | 413,112 | -4,484 | -1.1% | -$82.86万 | 减仓 |
| TXN | TEXAS INSTRS INC | $7,616.05万 | 2.60% | 255,512 | -11,780 | -4.4% | -$351.13万 | 减仓 |
| SO | SOUTHERN CO | $7,540.42万 | 2.57% | 787,841 | 5,050 | 0.6% | $48.33万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $7,532.44万 | 2.57% | 858,202 | 5,268 | 0.6% | $46.24万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $7,331.75万 | 2.50% | 396,011 | -480 | -0.1% | -$8.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $7,162.34万 | 2.45% | 432,091 | 1,779 | 0.4% | $29.49万 | 加仓 |
| — | EXXON MOBIL CORP | $7,106.01万 | 2.43% | 519,749 | -4,634 | -0.9% | -$63.36万 | 减仓 |
| HD | HOME DEPOT INC | $7,068.01万 | 2.41% | 200,409 | 9,891 | 5.2% | $348.84万 | 加仓 |
| EMR | EMERSON ELEC CO | $6,675.30万 | 2.28% | 466,315 | 33 | 0.0% | $4,724 | 加仓 |
| TFC | TRUIST FINL CORP | $6,672.70万 | 2.28% | 1,339,362 | 10,199 | 0.8% | $50.81万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $6,635.24万 | 2.27% | 130,241 | 3,585 | 2.8% | $182.64万 | 加仓 |
| MCD | MCDONALDS CORP | $6,076.72万 | 2.08% | 224,805 | 9,731 | 4.5% | $263.04万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $6,020.27万 | 2.06% | 262,241 | 9,229 | 3.6% | $211.87万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $5,896.90万 | 2.01% | 533,029 | 3,933 | 0.7% | $43.51万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $5,814.93万 | 1.99% | 634,264 | 7,436 | 1.2% | $68.17万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $5,564.63万 | 1.90% | 379,476 | 9,122 | 2.5% | $133.76万 | 加仓 |
| PFE | PFIZER INC | $5,284.66万 | 1.80% | 2,194,625 | 46,534 | 2.2% | $112.05万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,260.80万 | 1.80% | 384,533 | 8,081 | 2.1% | $110.56万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5,085.71万 | 1.74% | 1,201,159 | -2,701 | -0.2% | -$11.44万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $5,068.86万 | 1.73% | 461,771 | 14,717 | 3.3% | $161.55万 | 加仓 |
| PAYX | PAYCHEX INC | $4,951.67万 | 1.69% | 503,577 | 19,129 | 3.9% | $188.10万 | 加仓 |
| PEP | PEPSICO INC | $4,688.56万 | 1.60% | 346,274 | 6,295 | 1.9% | $85.23万 | 加仓 |
| CAT | CATERPILLAR INC | $4,064.03万 | 1.39% | 38,163 | -945 | -2.4% | -$100.63万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,482.14万 | 1.19% | 174,029 | -2,646 | -1.5% | -$52.94万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,312.06万 | 1.13% | 57,015 | -9,936 | -14.8% | -$577.19万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $3,224.71万 | 1.10% | 27,937 | -8,020 | -22.3% | -$925.73万 | 减仓 |
| PYLD | PIMCO ETF TR | $2,422.90万 | 0.83% | 913,614 | 154,736 | 20.4% | $410.36万 | 加仓 |
| KO | COCA COLA CO | $2,275.43万 | 0.78% | 279,984 | 6,299 | 2.3% | $51.19万 | 加仓 |
| GOOGL | ALPHABET INC | $2,254.52万 | 0.77% | 63,087 | -562 | -0.9% | -$20.08万 | 减仓 |
| LLY | ELI LILLY & CO | $1,806.82万 | 0.62% | 15,064 | 7,415 | 96.9% | $889.38万 | 加仓 |
| DE | DEERE & CO | $1,783.68万 | 0.61% | 28,119 | 1,058 | 3.9% | $67.11万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,757.34万 | 0.60% | 51,532 | 1,691 | 3.4% | $57.67万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,740.58万 | 0.59% | 24,074 | 2,193 | 10.0% | $158.56万 | 加仓 |
| AMZN | AMAZON COM INC | $1,660.52万 | 0.57% | 69,670 | 2,206 | 3.3% | $52.58万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,654.93万 | 0.57% | 16,363 | 357 | 2.2% | $36.11万 | 加仓 |
| V | VISA INC | $1,510.31万 | 0.52% | 44,021 | 3,023 | 7.4% | $103.72万 | 加仓 |
| IVV | ISHARES TR | $1,365.43万 | 0.47% | 18,233 | -19 | -0.1% | -$1.42万 | 减仓 |
| AVGO | BROADCOM INC | $1,322.79万 | 0.45% | 35,018 | 1,384 | 4.1% | $52.28万 | 加仓 |
| TJX | TJX COS INC NEW | $1,214.24万 | 0.41% | 80,148 | 4,891 | 6.5% | $74.10万 | 加仓 |
| ORCL | ORACLE CORP | $1,161.70万 | 0.40% | 79,270 | 4,653 | 6.2% | $68.19万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,126.99万 | 0.38% | 153,645 | 10,466 | 7.3% | $76.77万 | 加仓 |
| META | META PLATFORMS INC | $1,103.79万 | 0.38% | 19,595 | 2,188 | 12.6% | $123.25万 | 加仓 |
| TGT | TARGET CORP | $1,094.63万 | 0.37% | 83,809 | 4,169 | 5.2% | $54.45万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,069.89万 | 0.37% | 20,831 | 2,526 | 13.8% | $129.74万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,067.07万 | 0.36% | 30,991 | 4,089 | 15.2% | $140.79万 | 加仓 |
| BX | BLACKSTONE INC | $1,031.31万 | 0.35% | 87,644 | 6,871 | 8.5% | $80.85万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,014.23万 | 0.35% | 32,214 | 5,366 | 20.0% | $168.94万 | 加仓 |
| GL | GLOBE LIFE INC | $821.32万 | 0.28% | 45,966 | -495 | -1.1% | -$8.84万 | 减仓 |
| VMC | VULCAN MATLS CO | $810.25万 | 0.28% | 27,465 | -27 | -0.1% | -$7,965 | 减仓 |
| TSLA | TESLA INC | $693.41万 | 0.24% | 16,486 | -235 | -1.4% | -$9.88万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $639.56万 | 0.22% | 18,908 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $583.26万 | 0.20% | 8,492 | -283 | -3.2% | -$19.44万 | 减仓 |
| WMT | WALMART INC | $573.94万 | 0.20% | 50,675 | 786 | 1.6% | $8.90万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $548.59万 | 0.19% | 7,346 | 2,049 | 38.7% | $153.02万 | 加仓 |
| MRK | MERCK & CO INC | $478.42万 | 0.16% | 37,231 | 448 | 1.2% | $5.76万 | 加仓 |
| GOOG | ALPHABET INC | $477.52万 | 0.16% | 13,515 | 404 | 3.1% | $14.27万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $457.78万 | 0.16% | 14,552 | 49 | 0.3% | $1.54万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $453.82万 | 0.15% | 150,270 | 35 | 0.0% | $1,057 | 加仓 |
| GLDM | WORLD GOLD TR | $451.64万 | 0.15% | 56,867 | 7,346 | 14.8% | $58.34万 | 加仓 |
| AFL | AFLAC INC | $450.73万 | 0.15% | 38,442 | -6,894 | -15.2% | -$80.83万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $393.43万 | 0.13% | 21,747 | 281 | 1.3% | $5.08万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $379.90万 | 0.13% | 65,275 | -1,060 | -1.6% | -$6.17万 | 减仓 |
| MOD | MODINE MFG CO | $347.13万 | 0.12% | 13,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $326.40万 | 0.11% | 4,432 | 6 | 0.1% | $4,419 | 加仓 |
| GLD | SPDR GOLD TR | $317.73万 | 0.11% | 8,625 | -445 | -4.9% | -$16.39万 | 减仓 |
| MO | ALTRIA GROUP INC | $304.16万 | 0.10% | 42,273 | 32 | 0.1% | $2,302 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $270.89万 | 0.09% | 26,853 | -4,849 | -15.3% | -$48.92万 | 减仓 |
| MLI | MUELLER INDS INC | $270.45万 | 0.09% | 22,000 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $245.38万 | 0.08% | 11,000 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $244.91万 | 0.08% | 16,936 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $243.56万 | 0.08% | 10,731 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $237.54万 | 0.08% | 28,930 | -533 | -1.8% | -$4.38万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $211.38万 | 0.07% | 5,400 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $204.28万 | 0.07% | 24,719 | 716 | 3.0% | $5.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $197.76万 | 0.07% | 2,114 | 85 | 4.2% | $7.95万 | 加仓 |
| WM | WASTE MGMT INC DEL | $183.49万 | 0.06% | 8,233 | 17 | 0.2% | $3,789 | 加仓 |
| BAC | BANK OF AMER CORP | $180.85万 | 0.06% | 31,739 | 1,228 | 4.0% | $7.00万 | 加仓 |
| T | AT&T INC | $179.06万 | 0.06% | 86,504 | -273 | -0.3% | -$5,651 | 减仓 |
| SMH | VANECK ETF TRUST | $178.53万 | 0.06% | 2,722 | 3 | 0.1% | $1,968 | 加仓 |
| RSG | REPUBLIC SVCS INC | $173.47万 | 0.06% | 8,141 | 18 | 0.2% | $3,835 | 加仓 |
| VTI | VANGUARD INDEX FDS | $170.98万 | 0.06% | 4,621 | 26 | 0.6% | $9,620 | 加仓 |
| AON | AON PLC | $170.75万 | 0.06% | 5,148 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $168.39万 | 0.06% | 67,195 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $165.60万 | 0.06% | 13,082 | 275 | 2.1% | $3.48万 | 加仓 |
| GPC | GENUINE PARTS CO | $159.94万 | 0.05% | 13,557 | 1 | 0.0% | $118 | 加仓 |
| INTC | INTEL CORP | $157.56万 | 0.05% | 11,284 | -3,232 | -22.3% | -$45.13万 | 减仓 |
| GGG | GRACO INC | $156.16万 | 0.05% | 20,653 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $150.77万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $146.81万 | 0.05% | 12,500 | 115 | 0.9% | $1.35万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $143.01万 | 0.05% | 4,222 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $141.26万 | 0.05% | 15,400 | 0 | 0.0% | — | 不变 |