Welch Group, LLC 13F 持仓 · 2026年Q2
Welch Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 320 只证券，申报市值合计 29.28 亿美元。前几大持仓：AAPL（3.68%）、CSCO（3.64%）、ABBV（3.19%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $107.9M | 3.68% | 372,791 | 减持 |
| 2 | CSCO | CISCO SYS INC | $106.5M | 3.64% | 906,782 | 减持 |
| 3 | ABBV | ABBVIE INC | $93.5M | 3.19% | 371,366 | 增持 |
| 4 | JNJ | JOHNSON & JOHNSON | $90.5M | 3.09% | 356,484 | 减持 |
| 5 | JPM | JPMORGAN CHASE & CO | $90.6M | 3.09% | 276,835 | 减持 |
| 6 | RTX | RTX CORPORATION | $87.7M | 2.99% | 461,989 | 减持 |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | $84.8M | 2.89% | 301,425 | 增持 |
| 8 | SFBS | SERVISFIRST BANCSHARES INC | $83.3M | 2.84% | 959,733 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $82.0M | 2.80% | 219,788 | 增持 |
| 10 | QCOM | QUALCOMM INC | $76.3M | 2.61% | 413,112 | 减持 |
| 11 | TXN | TEXAS INSTRS INC | $76.2M | 2.60% | 255,512 | 减持 |
| 12 | NEE | NEXTERA ENERGY INC | $75.3M | 2.57% | 858,202 | 增持 |
| 13 | SO | SOUTHERN CO | $75.4M | 2.57% | 787,841 | 增持 |
| 14 | CINF | CINCINNATI FINL CORP | $73.3M | 2.50% | 396,011 | 减持 |
| 15 | CVX | CHEVRON CORPORATION | $71.6M | 2.45% | 432,091 | 增持 |
| 16 | XOM | EXXON MOBIL CORP | $71.1M | 2.43% | 519,749 | 减持 |
| 17 | HD | HOME DEPOT INC | $70.7M | 2.41% | 200,409 | 增持 |
| 18 | EMR | EMERSON ELEC CO | $66.8M | 2.28% | 466,315 | 增持 |
| 19 | TFC | TRUIST FINL CORP | $66.7M | 2.28% | 1.3M | 增持 |
| 20 | LMT | LOCKHEED MARTIN CORP | $66.4M | 2.27% | 130,241 | 增持 |
| 21 | MCD | MCDONALDS CORP | $60.8M | 2.08% | 224,805 | 增持 |
| 22 | AJG | GALLAGHER ARTHUR J & CO | $60.2M | 2.06% | 262,241 | 增持 |
| 23 | ED | CONSOLIDATED EDISON INC | $59.0M | 2.01% | 533,029 | 增持 |
| 24 | CL | COLGATE PALMOLIVE CO | $58.1M | 1.99% | 634,264 | 增持 |
| 25 | PG | PROCTER & GAMBLE CO | $55.6M | 1.90% | 379,476 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR