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Wellington Shields & Co., LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wellington Shields & Co., LLC
报告期 2026-03-31 · CIK 0001506073
持仓数
321
前50大市值合计
$261.2M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
AAPL
APPLE INC COM
Stock
$27.7M
109,187
10.6%
MSFT
MICROSOFT CORP COM
Stock
$25.8M
69,747
9.9%
JPM
JPMORGAN CHASE & CO COM
Stock
$14.0M
47,581
5.4%
—
EXXON MOBIL CORP COM
Stock
$13.4M
78,716
5.1%
LLY
ELI LILLY & CO COM
Stock
$11.9M
12,963
4.6%
NVDA
NVIDIA CORPORATION COM
Stock
$11.9M
68,344
4.6%
GOOG
ALPHABET INC CAP STK CL C
Stock
$10.1M
35,355
3.9%
CAT
CATERPILLAR INC COM
Stock
$6.7M
9,483
2.6%
ABBV
ABBVIE INC COM
Stock
$6.7M
30,817
2.6%
AMZN
AMAZON COM INC COM
Stock
$6.4M
30,623
2.4%
IBM
INTERNATIONAL BUSINESS MACHS COM
Stock
$6.3M
26,124
2.4%
GOOGL
ALPHABET INC CAP STK CL A
Stock
$4.8M
16,540
1.8%
SPY
STATE STREET SPDR S&P 500 ETF
ETF
$4.6M
7,129
1.8%
HON
HONEYWELL INTL INC COM
Stock
$4.5M
20,044
1.7%
WMT
WALMART INC COM
Stock
$4.5M
35,957
1.7%
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
$4.4M
9,155
1.7%
UNP
UNION PAC CORP COM
Stock
$4.2M
17,388
1.6%
JNJ
JOHNSON & JOHNSON COM
Stock
$4.2M
17,090
1.6%
GLW
CORNING INC COM
Stock
$4.0M
29,376
1.5%
BX
BLACKSTONE INC COM
Stock
$3.8M
33,146
1.5%
V
VISA INC COM CL A
Stock
$3.8M
12,429
1.4%
RKLB
ROCKET LAB CORP COM
Stock
$3.7M
58,120
1.4%
GE
GE AEROSPACE COM NEW
Stock
$3.6M
12,542
1.4%
ILMN
ILLUMINA INC COM
Stock
$3.5M
28,618
1.4%
C
CITIGROUP INC COM NEW
Stock
$3.5M
30,873
1.3%
NEM
NEWMONT CORP COM
Stock
$3.4M
31,400
1.3%
ABT
ABBOTT LABORATORIES COM
Stock
$3.1M
29,746
1.2%
KMI
KINDER MORGAN INC DEL COM
Stock
$3.0M
89,624
1.2%
PANW
PALO ALTO NETWORKS INC COM
Stock
$3.0M
18,603
1.1%
AVGO
BROADCOM INC COM
Stock
$2.9M
9,471
1.1%
MRK
MERCK & CO INC COM
Stock
$2.8M
23,266
1.1%
CEG
CONSTELLATION ENERGY CORP COM
Stock
$2.8M
10,010
1.1%
MCK
MCKESSON CORP COM
Stock
$2.8M
3,186
1.1%
CVX
CHEVRON CORPORATION COM
Stock
$2.7M
13,139
1.0%
DIS
DISNEY WALT CO COM
Stock
$2.7M
27,657
1.0%
FLO
FLOWERS FOODS INC COM
Stock
$2.6M
321,078
1.0%
QQQ
INVESCO QQQ TRUST SERIES I
ETF
$2.5M
4,329
1.0%
T
AT&T INC COM
Stock
$2.5M
85,544
0.9%
SPGI
S&P GLOBAL INC COM
Stock
$2.5M
5,800
0.9%
BMY
BRISTOL-MYERS SQUIBB CO COM
Stock
$2.4M
40,174
0.9%
GEV
GE VERNOVA INC COM
Stock
$2.4M
2,734
0.9%
PG
PROCTER & GAMBLE CO COM
Stock
$2.3M
16,230
0.9%
WM
WASTE MGMT INC DEL COM
Stock
$2.2M
9,442
0.8%
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
ADR
$2.1M
6,350
0.8%
PFE
PFIZER INC COM
Stock
$2.1M
76,295
0.8%
APO
APOLLO GLOBAL MGMT INC COM
Stock
$2.1M
19,220
0.8%
HD
HOME DEPOT INC COM
Stock
$2.1M
6,455
0.8%
PLTR
PALANTIR TECHNOLOGIES INC CL A
Stock
$2.1M
14,359
0.8%
CFG
CITIZENS FINL GROUP INC COM
Stock
$2.0M
34,000
0.8%
CSCO
CISCO SYS INC COM
Stock
$1.9M
24,924
0.7%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
40%
前 6 大占比
AAPL
10.6%
MSFT
9.9%
JPM
5.4%
EXXON MOBIL CORP COM
5.1%
LLY
4.6%
NVDA
4.6%
其他
59.9%
