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
267 檔
12.9%
在 Q2 2024 申报期间，Welch Group, LLC（CIK: 0001443095）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$29.3亿，共持有 267 个公开申报仓位。
在 Q2 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, AAPL 等）合计占整体申报市值的 12.9%，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 267 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 | 4.32% | -0.18% | -0.77% | |
| 2 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 3.81% | +0.17% | -1.47% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.70% | +0.10% | +2.16% | |
| 4 | QCOM | Qualcomm Inc | 股票-科技 | 3.27% | +0.59% | -3.17% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.00% | +0.03% | -1.90% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.97% | — | -1.31% | |
| 7 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.96% | +0.20% | +0.61% | |
| 8 | SO | Southern Co/the | 股票-公用事业 | 2.94% | -0.27% | +0.03% | |
| 9 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 2.91% | -0.02% | -0.47% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.83% | -0.91% | -0.57% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.83% | -0.89% | +0.84% | |
| 12 | HD | Home Depot Inc | 股票-周期性消费 | 2.79% | +0.06% | +0.86% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.75% | -0.41% | +1.75% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 2.69% | +0.21% | -0.03% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 2.63% | -0.37% | -0.62% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工业 | 2.62% | -0.61% | +1.21% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.54% | -0.11% | +0.39% | |
| 18 | EMR | Emerson Electric Co | 股票-工业 | 2.53% | -0.02% | -1.03% | |
| 19 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.42% | -0.38% | +1.91% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.37% | -0.21% | +3.16% | |
| 21 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.35% | -0.43% | +3.16% | |
| 22 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.34% | +0.16% | +0.43% | |
| 23 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.32% | +0.11% | +0.80% | |
| 24 | UL | Unilever PLC | 股票-非周期性消费 | 2.29% | — | +0.87% | |
| 25 | PAYX | Paychex Inc | 股票-科技 | 2.29% | +0.01% | +0.82% | |
| 26 | TFC | Truist Financial CORP | 股票-金融 | 2.28% | -0.02% | +2.11% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 2.16% | +0.65% | +0.96% | |
| 28 | ED | Consolidated Edison Inc | 股票-公用事业 | 2.13% | -0.24% | +1.21% | |
| 29 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.11% | -0.53% | +1.50% | |
| 30 | PFE | Pfizer Inc | 股票-医疗保健 | 2.10% | -0.47% | +4.52% | |
| 31 | GIS | General Mills Inc | 股票-非周期性消费 | 2.06% | — | +1.73% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.15% | +0.04% | +857.87% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | — | +5.07% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.57% | +0.35% | +2.03% | |
| 35 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.49% | +0.04% | +0.54% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | +0.09% | +0.67% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | +0.02% | -0.03% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.41% | +0.04% | +12.76% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.01% | +1.40% | |
| 40 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | +0.05% | +12.42% | |
| 41 | AFL | Aflac Inc | 股票-金融 | 0.36% | -0.04% | +147.71% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.34% | +0.64% | +8.77% | |
| 43 | VMC | Vulcan Materials Co | 股票-原材料 | 0.34% | — | +10.34% | |
| 44 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.33% | -0.04% | +2.66% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.33% | +0.06% | +2.07% | |
| 46 | BX | Blackstone Inc | 股票-金融 | 0.32% | — | +1.95% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.32% | +0.01% | +2.75% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.30% | -0.29% | +5.11% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.30% | +0.88% | +4.86% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.29% | +0.02% | +2.88% |
根据 SEC 官方 Form 13F 申报备案，Welch Group, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$29.3亿，共申报了 267 个公开持股仓位。
在 Q2 2024 季度，Welch Group, LLC 按市值排列的前三大核心持股分别为：MSFT (4.3%)、SFBS (3.8%)、AAPL (3.7%)。其中最大持股仓位 MSFT 占据整体投资组合约 4.3% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
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。
在 Q2 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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。