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
280 檔
14.6%
截至 Q2 2025 季度末，Welch Group, LLC 的美股持仓估值约为 US$29.3亿，全数申报仓位共有 280 档。
在 Q2 2025，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 46 个既有持股进行加仓（合计增持 46 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 MSFT, IBM, JPM 等）合计占整体申报市值的 14.6%，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 280 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 | 4.26% | -0.18% | +0.53% | |
| 2 | IBM | Intl Business Machines CORP | 股票-科技 | 3.70% | +0.21% | -0.27% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.46% | +0.03% | +0.49% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.22% | +0.10% | +4.01% | |
| 5 | RTX | Rtx CORP | 股票-工业 | 3.18% | -0.37% | -0.10% | |
| 6 | SFBS | Servisfirst Bancshares Inc | 股票-金融 | 3.16% | +0.17% | -0.00% | |
| 7 | AJG | Arthur J Gallagher & Co | 股票-金融 | 3.00% | — | -0.79% | |
| 8 | SO | Southern Co/the | 股票-公用事业 | 2.94% | -0.27% | +0.13% | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.85% | +0.20% | +1.48% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 2.77% | +0.88% | +1.23% | |
| 11 | HD | Home Depot Inc | 股票-周期性消费 | 2.71% | +0.06% | +2.39% | |
| 12 | EMR | Emerson Electric Co | 股票-工业 | 2.69% | -0.02% | +1.90% | |
| 13 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 2.53% | -0.02% | +1.48% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.52% | -0.43% | +1.07% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 2.51% | -0.89% | +2.37% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 2.50% | +0.59% | +3.61% | |
| 17 | CINF | Cincinnati Financial CORP | 股票-金融 | 2.49% | +0.16% | +0.45% | |
| 18 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.47% | -0.41% | +1.90% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工业 | 2.46% | -0.61% | +2.18% | |
| 20 | PAYX | Paychex Inc | 股票-科技 | 2.42% | +0.01% | +0.02% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.42% | -0.21% | +1.64% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 2.41% | -0.91% | +1.57% | |
| 23 | TFC | Truist Financial CORP | 股票-金融 | 2.33% | -0.02% | +3.54% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.25% | -0.11% | +1.42% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 2.19% | +0.65% | +2.84% | |
| 26 | ED | Consolidated Edison Inc | 股票-公用事业 | 2.16% | -0.24% | +0.12% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.08% | -0.53% | +0.88% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.01% | -0.38% | +3.75% | |
| 29 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.98% | +0.11% | +1.16% | |
| 30 | PFE | Pfizer Inc | 股票-医疗保健 | 1.93% | -0.47% | +4.48% | |
| 31 | GIS | General Mills Inc | 股票-非周期性消费 | 1.68% | — | +1.85% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.22% | +0.04% | +2.62% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.77% | — | +1.03% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.64% | +0.35% | +4.38% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.01% | +4.40% | |
| 36 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.56% | +0.04% | +4.66% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.05% | +7.80% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.54% | +0.04% | +1.72% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.49% | +0.06% | +3.15% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.48% | +0.01% | +3.89% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | +0.09% | +3.99% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.46% | +0.02% | +0.18% | |
| 43 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.43% | -0.29% | +6.18% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.42% | +0.64% | +11.93% | |
| 45 | BX | Blackstone Inc | 股票-金融 | 0.39% | — | +5.80% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.38% | +0.06% | +14.40% | |
| 47 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.37% | -0.04% | +4.40% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.36% | +0.03% | +3.37% | |
| 49 | SYK | Stryker CORP | 股票-医疗保健 | 0.36% | +0.02% | +4.69% | |
| 50 | AFL | Aflac Inc | 股票-金融 | 0.35% | -0.04% | -1.75% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +0.53% | 加仓 |
| 2 | IBM | Intl Business Machines CORP | +0.5% | -0.27% | 减仓 |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | +0.49% | 加仓 |
| 4 | EMR | Emerson Electric Co | +0.4% | +1.90% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | +2.62% | 加仓 |
| 6 | TXN | Texas Instruments Inc | +0.3% | +2.84% | 加仓 |
| 7 | CSCO | Cisco Systems Inc | +0.2% | +1.23% | 加仓 |
| 8 | ORCL | Oracle CORP | +0.2% | +4.40% | 加仓 |
| 9 | AVGO | Broadcom Inc | +0.2% | +14.40% | 加仓 |
| 10 | RTX | Rtx CORP | +0.2% | -0.10% | 减仓 |
| 11 | AMD | Advanced Micro Devices | +0.1% | +11.93% | 加仓 |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | +3.15% | 加仓 |
| 13 | TFC | Truist Financial CORP | +0.1% | +3.54% | 加仓 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +3.89% | 加仓 |
| 15 | CAT | Caterpillar Inc | +0.1% | +4.38% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +4.66% | 加仓 |
| 17 | QCOM | Qualcomm Inc | +0.1% | +3.61% | 加仓 |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +2.18% | 加仓 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.99% | 加仓 |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +21.75% | 加仓 |
| 21 | CARR | Carrier Global CORP | 0% | +5.52% | 加仓 |
| 22 | V | Visa Inc-class A Shares | 0% | +7.80% | 加仓 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +36.54% | 加仓 |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +91.37% | 加仓 |
| 25 | DE | Deere & Co | 0% | +1.72% | 加仓 |
| 26 | BX | Blackstone Inc | 0% | +5.80% | 加仓 |
| 27 | IVV | Ishares Core S&p 500 ETF | 0% | +0.18% | 加仓 |
| 28 | SYK | Stryker CORP | 0% | +4.69% | 加仓 |
| 29 | AXP | American Express Co | 0% | +0.13% | 加仓 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +29.77% | 加仓 |
| 31 | VMC | Vulcan Materials Co | 0% | +2.16% | 加仓 |
| 32 | ORLY | O'reilly Automotive Inc | 0% | +4990.91% | 加仓 |
| 33 | ABT | Abbott Laboratories | 0% | +6.18% | 加仓 |
| 34 | HD | Home Depot Inc | 0% | +2.39% | 加仓 |
| 35 | CINF | Cincinnati Financial CORP | -0.1% | +0.45% | 加仓 |
| 36 | VZ | Verizon Communications Inc | -0.2% | +0.88% | 加仓 |
| 37 | PG | Procter & Gamble Co/the | -0.2% | +1.42% | 加仓 |
| 38 | MCD | Mcdonald's CORP | -0.2% | +1.07% | 加仓 |
| 39 | PAYX | Paychex Inc | -0.2% | +0.02% | 加仓 |
| 40 | AAPL | Apple Inc | -0.2% | +4.01% | 加仓 |
| 41 | JNJ | Johnson & Johnson | -0.3% | +1.64% | 加仓 |
| 42 | KMB | Kimberly-clark CORP | -0.3% | +1.16% | 加仓 |
| 43 | PEP | Pepsico Inc | -0.3% | +3.75% | 加仓 |
| 44 | ED | Consolidated Edison Inc | -0.3% | +0.12% | 加仓 |
| 45 | GIS | General Mills Inc | -0.3% | +1.85% | 加仓 |
| 46 | XOM | Exxon Mobil CORP | -0.3% | +1.57% | 加仓 |
| 47 | SFBS | Servisfirst Bancshares Inc | -0.4% | -0.00% | 减仓 |
| 48 | AJG | Arthur J Gallagher & Co | -0.4% | -0.79% | 减仓 |
| 49 | ABBV | Abbvie Inc | -0.4% | +1.48% | 加仓 |
| 50 | CVX | Chevron CORP | -0.5% | +2.37% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Welch Group, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$29.3亿，共申报了 280 个公开持股仓位。
在 Q2 2025 季度，Welch Group, LLC 按市值排列的前三大核心持股分别为：MSFT (4.3%)、IBM (3.7%)、JPM (3.5%)。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。
本季最大获利了结 / 清仓标的
SFBS
前期市值: US$7982.5万
在 Q2 2025 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 46 个仓位、减仓 4 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。