13FBOX
Welch 集团 · 13F 持仓分析
期权收益计算器 机构排行

Welch 集团

Welch Group, LLCNo.1387 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$29.28亿
环比变动 Q1 2026
+$2.67亿+10.0%
持仓股票数
320
新买入
23
加仓
127
减仓
59
清仓
11
持股不变
111
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
3.68%3.58%$1.08亿37.3万股$9,522.5万37.5万股-2,421股-0.65%减仓
思科CSCO
3.64%2.76%$1.07亿90.7万股$7,347.4万94.7万股-4.0万股-4.24%减仓
艾伯维ABBV
3.19%2.99%$9,345.1万37.1万股$7,958.7万36.6万股+5,433股+1.48%加仓
摩根大通JPM
3.09%3.06%$9,061.6万27.7万股$8,148.4万27.7万股-169股-0.06%减仓
强生JNJ
3.09%3.3%$9,053.6万35.6万股$8,775.6万35.9万股-2,523股-0.70%减仓
雷神技术RTX
2.99%3.36%$8,765.3万46.2万股$8,937.9万46.3万股-1,356股-0.29%减仓
IIBMIBM
2.89%2.68%$8,476.4万30.1万股$7,145.7万29.5万股+6,623股+2.25%加仓
SERVISFIRST BANCSHARESSFBS
2.84%2.67%$8,325.7万96.0万股$7,107.7万97.6万股-1.6万股-1.66%减仓
微软MSFT
2.8%2.98%$8,198.5万22.0万股$7,926.2万21.4万股+5,665股+2.65%加仓
Q高通QCOM
2.61%2.02%$7,633.9万41.3万股$5,377.8万41.8万股-4,484股-1.07%减仓
德州仪器TXN
2.6%1.95%$7,616.1万25.6万股$5,189.2万26.7万股-1.2万股-4.41%减仓
南方电力SO
2.57%2.84%$7,540.4万78.8万股$7,555.5万78.3万股+5,050股+0.65%加仓
N新纪元能源NEE
2.57%2.98%$7,532.4万85.8万股$7,922.0万85.3万股+5,268股+0.62%加仓
CINCINNATI FINL COMCINF
2.5%2.34%$7,331.8万39.6万股$6,238.8万39.6万股-480股-0.12%减仓
雪佛龙CVX
2.45%3.34%$7,162.3万43.2万股$8,903.2万43.0万股+1,779股+0.41%加仓
埃克森美孚XOM
2.43%3.34%$7,106.0万52.0万股$8,896.7万52.4万股-4,634股-0.88%减仓
家得宝HD
2.41%2.35%$7,068.0万20.0万股$6,265.9万19.1万股+9,891股+5.19%加仓
艾默生电气EMR
2.28%2.3%$6,675.3万46.6万股$6,109.2万46.6万股+33股+0.01%加仓
Truist金融TFC
2.28%2.3%$6,672.7万133.9万股$6,110.2万132.9万股+1.0万股+0.77%加仓
洛克希德马丁LMT
2.27%2.88%$6,635.2万13.0万股$7,654.9万12.7万股+3,585股+2.83%加仓
麦当劳MCD
2.08%2.51%$6,076.7万22.5万股$6,684.3万21.5万股+9,731股+4.52%加仓
GALLAGHER ARTHUR J & COMAJG
2.06%2.06%$6,020.3万26.2万股$5,479.7万25.3万股+9,229股+3.65%加仓
爱迪生联合电气ED
2.01%2.25%$5,896.9万53.3万股$5,988.3万52.9万股+3,933股+0.74%加仓
高露洁CL
1.99%2.01%$5,814.9万63.4万股$5,342.5万62.7万股+7,436股+1.19%加仓
宝洁PG
1.9%2.01%$5,564.6万37.9万股$5,349.4万37.0万股+9,122股+2.46%加仓
辉瑞PFE
1.8%2.27%$5,284.7万219.5万股$6,031.8万214.8万股+4.7万股+2.17%加仓
美国电力AEP
1.8%1.85%$5,260.8万38.5万股$4,934.5万37.6万股+8,081股+2.15%加仓
威瑞森VZ
1.74%2.27%$5,085.7万120.1万股$6,043.4万120.4万股-2,701股-0.22%减仓
金佰利KMB
1.73%1.62%$5,068.9万46.2万股$4,312.7万44.7万股+1.5万股+3.29%加仓
PAYCHEX COMPAYX
1.69%1.68%$4,951.7万50.4万股$4,462.7万48.4万股+1.9万股+3.95%加仓
百事可乐PEP
1.6%1.98%$4,688.6万34.6万股$5,279.5万34.0万股+6,295股+1.85%加仓
卡特彼勒CAT
1.39%1.04%$4,064.0万3.8万股$2,770.7万3.9万股-945股-2.42%减仓
英伟达NVDA
1.2%1.16%$3,502.2万17.5万股$3,081.2万17.7万股-1,646股-0.93%减仓
AMD超威AMD
1.15%0.51%$3,370.1万5.8万股$1,362.0万6.7万股-8,936股-13.35%减仓
美光科技MU
1.1%0.46%$3,224.7万2.8万股$1,214.8万3.6万股-8,020股-22.30%减仓
PPIMCO太平洋投资管理ETFPYLD
0.83%0.75%$2,422.9万91.4万股$1,988.3万75.9万股+15.5万股+20.39%加仓
谷歌AGOOGL
0.78%0.69%$2,290.3万6.4万股$1,830.3万6.4万股+438股+0.69%加仓
可口可乐KO
0.78%0.78%$2,275.4万28.0万股$2,081.4万27.4万股+6,299股+2.30%加仓
应用材料AMAT
0.62%0.28%$1,812.9万2.5万股$747.9万2.2万股+3,193股+14.59%加仓
礼来LLY
0.62%0.26%$1,806.8万1.5万股$703.5万7,649股+7,415股+96.94%加仓
迪尔DE
0.61%0.57%$1,783.7万2.8万股$1,524.4万2.7万股+1,058股+3.91%加仓
PALO ALTOPANW
0.6%0.3%$1,757.3万5.2万股$799.1万5.0万股+1,691股+3.39%加仓
亚马逊AMZN
0.57%0.53%$1,660.5万7.0万股$1,405.1万6.7万股+2,206股+3.27%加仓
高盛GS
0.57%0.51%$1,654.9万1.6万股$1,354.1万1.6万股+357股+2.23%加仓
VisaV
0.54%0.49%$1,578.9万4.6万股$1,299.6万4.3万股+3,023股+7.03%加仓
IiShares安硕信托IVV
0.47%0.45%$1,365.4万1.8万股$1,192.3万1.8万股-19股-0.10%减仓
博通AVGO
0.45%0.39%$1,322.8万3.5万股$1,041.0万3.4万股+1,384股+4.11%加仓
TJXTJX
0.41%0.45%$1,214.2万8.0万股$1,201.9万7.5万股+4,891股+6.50%加仓
甲骨文ORCL
0.4%0.41%$1,161.7万7.9万股$1,097.7万7.5万股+4,653股+6.24%加仓
CARRIER GLOBALCARR
0.38%0.3%$1,127.0万15.4万股$806.2万14.3万股+1.0万股+7.31%加仓

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