13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001443095
申报总市值
US$29.3亿
US$29.3亿
234 檔
12.4%
在 Q1 2024 的 13F 官方备案中，Welch Group, LLC 管理的美股投资组合规模来到 US$29.3亿，整体持股档数为 234 档。
在 Q1 2024 期间，Welch Group, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Welch Group, LLC 的前 5 大核心持股（包含 MSFT, SFBS, ABBV 等）合计占整体申报市值的 12.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 234 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -0.18% | -7.44% | |
| 2 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 4.19% | +0.17% | -1.94% | |
| 3 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.23% | +0.20% | -3.12% | |
| 4 | HD | Home Depot Inc | 股票-周期性消费 | 3.18% | +0.06% | -2.25% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.13% | +0.03% | -4.09% | |
| 6 | IBM | Intl Business Machines CORP | 股票-科技 | 3.07% | +0.21% | -5.69% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.05% | +0.10% | -2.57% | |
| 8 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.00% | — | -5.52% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.97% | -0.91% | +1.95% | |
| 10 | QCOM | Qualcomm Inc | 股票-科技 | 2.97% | +0.59% | -5.12% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.92% | -0.89% | +5.08% | |
| 12 | SO | Southern Co/the | 股票-公用事业 | 2.81% | -0.27% | +1.45% | |
| 13 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 2.80% | -0.02% | -0.65% | |
| 14 | EMR | Emerson Electric Co | 股票-工业 | 2.72% | -0.02% | -2.77% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 2.65% | -0.37% | +3.63% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.60% | -0.43% | -0.39% | |
| 17 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.60% | -0.38% | +3.57% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工业 | 2.60% | -0.61% | +3.30% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.57% | -0.11% | -0.25% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.56% | -0.21% | +4.65% | |
| 21 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.53% | +0.16% | +0.33% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.52% | -0.41% | +13.62% | |
| 23 | PAYX | Paychex Inc | 股票-科技 | 2.42% | +0.01% | -0.13% | |
| 24 | TFC | Truist Financial CORP | 股票-金融 | 2.31% | -0.02% | +67.10% | |
| 25 | GIS | General Mills Inc | 股票-非周期性消费 | 2.31% | — | +8.07% | |
| 26 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.22% | +0.11% | +6.45% | |
| 27 | ED | Consolidated Edison Inc | 股票-公用事业 | 2.20% | -0.24% | +3.23% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.18% | -0.53% | +1.13% | |
| 29 | UL | Unilever PLC | 股票-非周期性消费 | 2.14% | — | +4.04% | |
| 30 | PFE | Pfizer Inc | 股票-医疗保健 | 2.05% | -0.47% | +61.48% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 1.98% | +0.65% | +11.52% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.91% | +0.04% | -9.47% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.70% | — | +4.12% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.64% | +0.35% | +0.54% | |
| 35 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.47% | +0.04% | -4.24% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | +0.02% | -29.46% | |
| 37 | DE | Deere & Co | 股票-工业 | 0.41% | +0.04% | +8.35% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.40% | +0.09% | +2.21% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.36% | -0.01% | +4.43% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.36% | +0.64% | -3.89% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | +0.05% | +5.24% | |
| 42 | BX | Blackstone Inc | 股票-金融 | 0.35% | — | +1.32% | |
| 43 | VMC | Vulcan Materials Co | 股票-原材料 | 0.35% | — | +0.01% | |
| 44 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.33% | +0.04% | +2.39% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.32% | -0.29% | +9.25% | |
| 46 | TGT | Target CORP | 股票-周期性消费 | 0.32% | +0.01% | +10.30% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.31% | +0.03% | +3.04% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.31% | +0.01% | +414.11% | |
| 49 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.31% | -0.04% | +5.21% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.31% | +0.02% | +2.58% |
根据 SEC 官方 Form 13F 申报备案，Welch Group, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$29.3亿，共申报了 234 个公开持股仓位。
在 Q1 2024 季度，Welch Group, LLC 按市值排列的前三大核心持股分别为：MSFT (4.2%)、SFBS (4.2%)、ABBV (3.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.2% 的权重。
在 Q1 2024 季度中，Welch Group, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。