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
269 檔
13.8%
根据最新整理的 13F 季度数据集，Welch Group, LLC 于 Q3 2024 结束时的管理资产规模为 US$29.3亿。该机构在本季度申报了 269 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2024，Welch Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 36 个既有持股进行加仓（合计增持 36 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Welch Group, LLC 的前 5 大核心持股（包含 SFBS, MSFT, AAPL 等）合计占整体申报市值的 13.8%，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 269 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 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 3.98% | +0.17% | -9.26% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.76% | -0.18% | -0.08% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.69% | +0.10% | -0.57% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 3.10% | +0.21% | -0.37% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.09% | +0.20% | +0.16% | |
| 6 | SO | Southern Co/the | 股票-公用事业 | 3.08% | -0.27% | -0.45% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 3.00% | +0.06% | +0.98% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.97% | -0.41% | -0.02% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工业 | 2.96% | -0.61% | -0.19% | |
| 10 | AJG | Arthur J Gallagher & Co | 股票-金融 | 2.87% | — | -1.51% | |
| 11 | RTX | Rtx CORP | 股票-工业 | 2.86% | -0.37% | -0.31% | |
| 12 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 2.81% | -0.02% | -0.38% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.80% | +0.03% | -1.01% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 2.62% | -0.91% | +0.61% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.60% | -0.43% | +2.37% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 2.56% | +0.59% | +1.27% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 2.48% | -0.89% | +2.84% | |
| 18 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.44% | +0.16% | -0.15% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.44% | -0.11% | +0.93% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.44% | -0.21% | +2.58% | |
| 21 | UL | Unilever PLC | 股票-非周期性消费 | 2.42% | — | -0.79% | |
| 22 | PAYX | Paychex Inc | 股票-科技 | 2.36% | +0.01% | +0.85% | |
| 23 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.31% | -0.38% | +2.44% | |
| 24 | TFC | Truist Financial CORP | 股票-金融 | 2.31% | -0.02% | +1.56% | |
| 25 | EMR | Emerson Electric Co | 股票-工业 | 2.30% | -0.02% | +1.15% | |
| 26 | ED | Consolidated Edison Inc | 股票-公用事业 | 2.26% | -0.24% | +0.80% | |
| 27 | GIS | General Mills Inc | 股票-非周期性消费 | 2.22% | — | +2.10% | |
| 28 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.17% | +0.11% | +0.66% | |
| 29 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.12% | -0.53% | +2.02% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 2.11% | +0.65% | +1.58% | |
| 31 | PFE | Pfizer Inc | 股票-医疗保健 | 2.00% | -0.47% | +2.06% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.00% | +0.04% | -2.52% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.76% | — | +1.43% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.61% | +0.35% | +1.26% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.46% | -0.01% | +4.76% | |
| 36 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.45% | +0.04% | +5.35% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.44% | +0.02% | +0.24% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.44% | +0.04% | +5.87% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.41% | +0.09% | +7.36% | |
| 40 | AFL | Aflac Inc | 股票-金融 | 0.41% | -0.04% | +0.44% | |
| 41 | BX | Blackstone Inc | 股票-金融 | 0.38% | — | +5.82% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | +0.05% | +8.16% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.36% | +0.01% | +9.08% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.34% | +0.64% | +9.57% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | +0.06% | +4.01% | |
| 46 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.34% | +0.04% | +4.52% | |
| 47 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.33% | -0.04% | +3.15% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.33% | +0.88% | +9.30% | |
| 49 | CARR | Carrier Global CORP | 股票-工业 | 0.32% | +0.08% | +9.36% | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.32% | -0.29% | +7.60% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.4% | -0.37% | 减仓 |
| 2 | LMT | Lockheed Martin CORP | +0.3% | -0.19% | 减仓 |
| 3 | MCD | Mcdonald's CORP | +0.3% | +2.37% | 加仓 |
| 4 | RTX | Rtx CORP | +0.2% | -0.31% | 减仓 |
| 5 | NEE | Nextera Energy Inc | +0.2% | -0.02% | 减仓 |
| 6 | HD | Home Depot Inc | +0.2% | +0.98% | 加仓 |
| 7 | SFBS | Servisfirst Bancshares Inc | +0.2% | -9.26% | 减仓 |
| 8 | GIS | General Mills Inc | +0.2% | +2.10% | 加仓 |
| 9 | SO | Southern Co/the | +0.1% | -0.45% | 减仓 |
| 10 | ABBV | Abbvie Inc | +0.1% | +0.16% | 加仓 |
| 11 | UL | Unilever PLC | +0.1% | -0.79% | 减仓 |
| 12 | ED | Consolidated Edison Inc | +0.1% | +0.80% | 加仓 |
| 13 | CINF | Cincinnati Financial CORP | +0.1% | -0.15% | 减仓 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +2.58% | 加仓 |
| 15 | PAYX | Paychex Inc | +0.1% | +0.85% | 加仓 |
| 16 | ORCL | Oracle CORP | +0.1% | +4.76% | 加仓 |
| 17 | CARR | Carrier Global CORP | +0.1% | +9.36% | 加仓 |
| 18 | BX | Blackstone Inc | +0.1% | +5.82% | 加仓 |
| 19 | SHW | Sherwin-williams Co/the | +0.1% | +4.52% | 加仓 |
| 20 | AFL | Aflac Inc | +0.1% | +0.44% | 加仓 |
| 21 | CAT | Caterpillar Inc | 0% | +1.26% | 加仓 |
| 22 | META | Meta Platforms Inc-class A | 0% | +9.08% | 加仓 |
| 23 | ACN | Accenture plc | 0% | +7.55% | 加仓 |
| 24 | GL | Globe Life Inc | 0% | +0.23% | 加仓 |
| 25 | TFC | Truist Financial CORP | 0% | +1.56% | 加仓 |
| 26 | DE | Deere & Co | 0% | +5.87% | 加仓 |
| 27 | CSCO | Cisco Systems Inc | 0% | +9.30% | 加仓 |
| 28 | AXP | American Express Co | 0% | +9.84% | 加仓 |
| 29 | KO | Coca-cola Co/the | 0% | +1.43% | 加仓 |
| 30 | ABT | Abbott Laboratories | 0% | +7.60% | 加仓 |
| 31 | MA | Mastercard Inc - A | 0% | +4.24% | 加仓 |
| 32 | VZ | Verizon Communications Inc | 0% | +2.02% | 加仓 |
| 33 | V | Visa Inc-class A Shares | 0% | +8.16% | 加仓 |
| 34 | GS | Goldman Sachs Group Inc | 0% | +4.01% | 加仓 |
| 35 | TGT | Target CORP | 0% | +9.93% | 加仓 |
| 36 | AAPL | Apple Inc | 0% | -0.57% | 减仓 |
| 37 | TXN | Texas Instruments Inc | -0.1% | +1.58% | 加仓 |
| 38 | DG | Dollar General CORP | -0.1% | +23.81% | 加仓 |
| 39 | AJG | Arthur J Gallagher & Co | -0.1% | -1.51% | 减仓 |
| 40 | CL | Colgate-palmolive Co | -0.1% | -0.38% | 减仓 |
| 41 | PG | Procter & Gamble Co/the | -0.1% | +0.93% | 加仓 |
| 42 | PFE | Pfizer Inc | -0.1% | +2.06% | 加仓 |
| 43 | PEP | Pepsico Inc | -0.1% | +2.44% | 加仓 |
| 44 | KMB | Kimberly-clark CORP | -0.2% | +0.66% | 加仓 |
| 45 | NVDA | Nvidia CORP | -0.2% | -2.52% | 减仓 |
| 46 | JPM | Jpmorgan Chase & Co | -0.2% | -1.01% | 减仓 |
| 47 | XOM | Exxon Mobil CORP | -0.2% | +0.61% | 加仓 |
| 48 | CVX | Chevron CORP | -0.4% | +2.84% | 加仓 |
| 49 | MSFT | Microsoft CORP | -0.6% | -0.08% | 减仓 |
| 50 | QCOM | Qualcomm Inc | -0.7% | +1.27% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Welch Group, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$29.3亿，共申报了 269 个公开持股仓位。
在 Q3 2024 季度，Welch Group, LLC 按市值排列的前三大核心持股分别为：SFBS (4.0%)、MSFT (3.8%)、AAPL (3.7%)。其中最大持股仓位 SFBS 占据整体投资组合约 4.0% 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。
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$8984.7万
在 Q3 2024 季度中，Welch Group, LLC 共进行了 50 项持仓异动，包含新建仓 0 个仓位、加仓 36 个仓位、减仓 14 个仓位以及清仓 0 个仓位。
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。