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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001443095
申报总市值
US$29.3亿
US$29.3亿
263 檔
13.9%
Welch Group, LLC 在 Q4 2024 季度的美股仓位总计估值为 US$29.3亿，分散于 263 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024，Welch Group, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 27 个既有持股进行加仓（合计增持 30 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 AAPL, SFBS, MSFT 等）合计占整体申报市值的 13.9%，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 263 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 | AAPL | Apple Inc | 股票-科技 | 4.10% | +0.10% | -0.72% | |
| 2 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 3.99% | +0.17% | -9.10% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.85% | -0.18% | +0.21% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.24% | +0.03% | -1.59% | |
| 5 | IBM | Intl Business Machines CORP | 股票-科技 | 3.17% | +0.21% | -1.15% | |
| 6 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.00% | — | -0.36% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 2.98% | +0.06% | +0.08% | |
| 8 | SO | Southern Co/the | 股票-公用事业 | 2.90% | -0.27% | -0.68% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.89% | +0.20% | +1.20% | |
| 10 | RTX | Rtx CORP | 股票-工业 | 2.81% | -0.37% | -0.27% | |
| 11 | EMR | Emerson Electric Co | 股票-工业 | 2.69% | -0.02% | -0.73% | |
| 12 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.62% | +0.16% | -1.23% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.60% | -0.43% | +1.40% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.59% | -0.41% | -0.68% | |
| 15 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 2.58% | -0.02% | +1.47% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工业 | 2.56% | -0.61% | +1.04% | |
| 17 | PAYX | Paychex Inc | 股票-科技 | 2.55% | +0.01% | -0.19% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 2.54% | -0.89% | +1.97% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.45% | -0.11% | +0.70% | |
| 20 | QCOM | Qualcomm Inc | 股票-科技 | 2.44% | +0.59% | +1.33% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 2.44% | -0.91% | -0.51% | |
| 22 | TFC | Truist Financial CORP | 股票-金融 | 2.44% | -0.02% | +0.45% | |
| 23 | UL | Unilever PLC | 股票-非周期性消费 | 2.21% | — | +0.62% | |
| 24 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.19% | -0.21% | -1.81% | |
| 25 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.16% | -0.38% | +0.87% | |
| 26 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.09% | +0.11% | +0.97% | |
| 27 | ED | Consolidated Edison Inc | 股票-公用事业 | 2.02% | -0.24% | +0.72% | |
| 28 | TXN | Texas Instruments Inc | 股票-科技 | 2.01% | +0.65% | +1.05% | |
| 29 | GIS | General Mills Inc | 股票-非周期性消费 | 1.95% | — | -0.83% | |
| 30 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.92% | -0.53% | -1.08% | |
| 31 | PFE | Pfizer Inc | 股票-医疗保健 | 1.23% | -0.47% | -35.13% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | +0.04% | -3.63% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.70% | — | +2.15% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.66% | +0.02% | +40.10% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.60% | — | +1163.20% | |
| 36 | CAT | Caterpillar Inc | 股票-工业 | 0.60% | +0.35% | +1.95% | |
| 37 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.57% | +0.04% | +2.80% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.51% | +0.09% | +3.74% | |
| 39 | DE | Deere & Co | 股票-工业 | 0.47% | +0.04% | +2.04% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.01% | +0.36% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | +0.05% | +0.99% | |
| 42 | BX | Blackstone Inc | 股票-金融 | 0.44% | — | -0.32% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.41% | +0.06% | +0.93% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.40% | +0.01% | +4.43% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.39% | +0.88% | +2.76% | |
| 46 | AFL | Aflac Inc | 股票-金融 | 0.38% | -0.04% | -2.40% | |
| 47 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.36% | -0.04% | +2.64% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.35% | -0.29% | +5.34% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.34% | +0.03% | +4.59% | |
| 50 | VMC | Vulcan Materials Co | 股票-原材料 | 0.32% | — | +0.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | +0.6% | +1163.20% | 加仓 |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | -1.59% | 减仓 |
| 3 | AAPL | Apple Inc | +0.4% | -0.72% | 减仓 |
| 4 | EMR | Emerson Electric Co | +0.4% | -0.73% | 减仓 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +40.10% | 加仓 |
| 6 | PAYX | Paychex Inc | +0.2% | -0.19% | 减仓 |
| 7 | CINF | Cincinnati Financial CORP | +0.2% | -1.23% | 减仓 |
| 8 | AVGO | Broadcom Inc | +0.2% | +813.98% | 加仓 |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +253.18% | 加仓 |
| 10 | NVDA | Nvidia CORP | +0.1% | -3.63% | 减仓 |
| 11 | TFC | Truist Financial CORP | +0.1% | +0.45% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +2.80% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.74% | 加仓 |
| 14 | VGSH | Vanguard Short-term Treasury | +0.1% | NEW | 新建仓 |
| 15 | MSFT | Microsoft CORP | +0.1% | +0.21% | 加仓 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +0.99% | 加仓 |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +0.93% | 加仓 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | -1.15% | 减仓 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +2.76% | 加仓 |
| 20 | BX | Blackstone Inc | +0.1% | -0.32% | 减仓 |
| 21 | XLP | Ss Consumer Staples Sel Sect | 0% | NEW | 新建仓 |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | NEW | 新建仓 |
| 23 | MA | Mastercard Inc - A | 0% | +4.59% | 加仓 |
| 24 | SFBS | Servisfirst Bancshares Inc | 0% | -9.10% | 减仓 |
| 25 | PG | Procter & Gamble Co/the | 0% | +0.70% | 加仓 |
| 26 | MCD | Mcdonald's CORP | — | +1.40% | 加仓 |
| 27 | HD | Home Depot Inc | 0% | +0.08% | 加仓 |
| 28 | LLY | Eli Lilly & Co | 0% | -0.73% | 减仓 |
| 29 | CARR | Carrier Global CORP | 0% | +2.86% | 加仓 |
| 30 | AFL | Aflac Inc | 0% | -2.40% | 减仓 |
| 31 | RTX | Rtx CORP | -0.1% | -0.27% | 减仓 |
| 32 | KO | Coca-cola Co/the | -0.1% | +2.15% | 加仓 |
| 33 | AMD | Advanced Micro Devices | -0.1% | +6.28% | 加仓 |
| 34 | KMB | Kimberly-clark CORP | -0.1% | +0.97% | 加仓 |
| 35 | TXN | Texas Instruments Inc | -0.1% | +1.05% | 加仓 |
| 36 | QCOM | Qualcomm Inc | -0.1% | +1.33% | 加仓 |
| 37 | PEP | Pepsico Inc | -0.2% | +0.87% | 加仓 |
| 38 | DG | Dollar General CORP | -0.2% | EXIT | 清仓 |
| 39 | SO | Southern Co/the | -0.2% | -0.68% | 减仓 |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -0.51% | 减仓 |
| 41 | ABBV | Abbvie Inc | -0.2% | +1.20% | 加仓 |
| 42 | VZ | Verizon Communications Inc | -0.2% | -1.08% | 减仓 |
| 43 | UL | Unilever PLC | -0.2% | +0.62% | 加仓 |
| 44 | CL | Colgate-palmolive Co | -0.2% | +1.47% | 加仓 |
| 45 | ED | Consolidated Edison Inc | -0.2% | +0.72% | 加仓 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -1.81% | 减仓 |
| 47 | GIS | General Mills Inc | -0.3% | -0.83% | 减仓 |
| 48 | NEE | Nextera Energy Inc | -0.4% | -0.68% | 减仓 |
| 49 | LMT | Lockheed Martin CORP | -0.4% | +1.04% | 加仓 |
| 50 | PFE | Pfizer Inc | -0.8% | -35.13% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Welch Group, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$29.3亿，共申报了 263 个公开持股仓位。
在 Q4 2024 季度，Welch Group, LLC 按市值排列的前三大核心持股分别为：AAPL (4.1%)、SFBS (4.0%)、MSFT (3.9%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.1% 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。
本季最大新建仓标的
VGSH
市值: US$204.7万
本季最大获利了结 / 清仓标的
DG
前期市值: US$369.7万
在 Q4 2024 季度中，Welch Group, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 27 个仓位、减仓 19 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 VGSH。 本季清仓仓位包含 DG。
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。