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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
$261.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 136 项
建仓 17
增持 61
减持 44
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
ILMN
ILLUMINA INC
-$4.3M
59,979
-1%
清仓
BE
BLOOM EMERGY CORP
-$2.9M
0
-100%
建仓
HZO
MARINEMAX INC
+$2.1M
43,264
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
APPHARVEST INC
-$1.9M
194,471
-3%
清仓
—
INTERPUBLIC GROUP
-$1.6M
0
-100%
建仓
SDGR
SCHRODINGER INC
+$1.3M
24,245
减持
MSFT
MICROSOFT CORPORATION
+$730.0K
84,543
-1%
建仓
GPN
GLOBAL PAYMENT INC
+$717.0K
4,553
清仓
CNC
CENTENE CORP
-$620.0K
0
-100%
建仓
BGS
B&G FOODS INC
+$607.0K
20,310
建仓
RBLX
ROBLOX CORPORATION
+$536.0K
7,100
减持
BX
BLACKSTONE GROUP INC.
+$505.0K
37,027
-5%
增持
SHOP
SHOPIFY INC
-$440.0K
4,321
+0%
建仓
—
TE CONNECTIVITY LTD
+$395.0K
2,880
清仓
—
TE CONNECTIVITY LTD
-$389.0K
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$384.0K
3,238
-36%
清仓
CIEN
CIENA CORPORATION
-$384.0K
0
-100%
清仓
—
PIONEER NATURAL RESOURCES
-$341.0K
0
-100%
增持
JPM
JP MORGAN CHASE & CO
+$324.0K
39,437
+0%
建仓
OGN
ORGANON & CO
+$313.0K
9,532
建仓
—
MATTERPORT INC
+$312.0K
16,500
增持
PFE
PFIZER INC
+$310.0K
77,240
+0%
减持
BABA
ALIBABA GROUP HOLDING LTD
-$283.0K
2,770
-9%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$279.0K
5,399
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$275.0K
49,225
+3%
减持
FIS
FIDELITY NATIONAL INFORMATION
-$269.0K
12,401
-1%
减持
BA
BOEING CO
-$264.0K
6,408
-8%
建仓
—
NEW YORK COMMUNITY BANCORP INC
+$261.0K
20,300
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$257.0K
0
-100%
清仓
—
VM WARE INC
-$256.0K
0
-100%
减持
AMZN
AMAZON.COM INC
-$254.0K
1,392
-1%
建仓
—
KIRKLAND LAKE GOLD LTD
+$250.0K
6,000
清仓
ACA
ARCOSA INC
-$248.0K
0
-100%
清仓
—
TEXAS PACIFIC LAND CORP
-$240.0K
0
-100%
减持
DIS
WALT DISNEY CO/THE
-$238.0K
27,810
-1%
清仓
SPY
SPDR S&P 500 ETF TR
-$236.0K
0
-100%
清仓
ACWX
ISHARES MSCI ACWI EX US
-$223.0K
0
-100%
增持
GOOGL
ALPHABET INC (A)
+$223.0K
856
+1%
减持
FCX
FREEPORT MCMORAN INC
-$216.0K
28,560
-7%
清仓
OVV
OVINTIV INC
-$213.0K
0
-100%
建仓
DGX
QUEST DIAGNOSTICS INC.
+$212.0K
1,461
建仓
MAR
MARRIOTT INTL INC
+$207.0K
1,395
减持
AAPL
APPLE INC
+$206.0K
97,756
-2%
建仓
VNO
VORNADO REALTY TRUST
+$206.0K
4,900
建仓
LOW
LOWES COMPANIES
+$203.0K
1,000
建仓
GEF/B
GREIF INC CL B
+$201.0K
3,100
清仓
ARKW
ARK NEXT GENERATION INTERNET E
-$200.0K
0
-100%
减持
T
AT&T INC
-$199.0K
108,706
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHINE
-$189.0K
26,675
+0%
减持
—
EXXON MOBIL CORP
-$187.0K
42,391
-0%
减持
V
VISA INC
-$178.0K
8,381
-4%
减持
ABBV
ABBVIE INC.
-$176.0K
31,957
-1%
增持
TOITF
TOPICUS COM INC
+$173.0K
3,892
+19%
增持
FNF
FNF GROUP
+$171.0K
10,053
+53%
减持
UPS
UNITED PARCEL SERVICE
-$159.0K
2,105
-19%
增持
GILD
GILEAD SCIENCES INC.
+$146.0K
10,291
+24%
减持
PYPL
PAYPAL HOLDINGS INC
-$137.0K
2,599
-7%
减持
GLW
CORNING INC
-$130.0K
25,209
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$128.0K
51,936
-1%
增持
NEE
NEXTERA ENERGY INC
+$118.0K
15,600
+3%
增持
AMGN
AMGEN
-$118.0K
3,836
+0%
增持
NEM
NEWMONT MINING
-$114.0K
23,000
+7%
减持
CSX
CSX CORP
-$113.0K
32,110
-4%
增持
QQEW
FT NASDAQ 100 EQUAL WEIGHTED
+$106.0K
5,671
+21%
增持
DVN
DEVON ENERGY
+$103.0K
16,209
+0%
增持
WM
WASTE MGT.
+$103.0K
11,190
+0%
增持
MMM
3M CO
-$96.0K
5,871
+4%
增持
SMG
SCOTTS MIRACLE-GRO
-$93.0K
2,359
+3%
增持
—
TPI COMPOSITES, INC.
-$92.0K
9,118
+10%
增持
INTC
INTEL CORP
-$90.0K
31,956
+0%
减持
—
GENERAL ELECTRIC CO
-$82.0K
7,601
-88%
增持
GTLS
CHART INDUSTRIES INC
+$80.0K
1,657
+2%
减持
LUMN
LUMEN TECHNOLOGIES INC
-$73.0K
20,774
-14%
减持
CVX
CHEVRON CORPORATION
-$71.0K
13,456
-2%
增持
CNSWF
CONSTELLATION SOFTWARE
+$64.0K
267
+8%
增持
NVDA
NVIDIA
+$64.0K
5,826
+308%
增持
FSLR
FIRST SOLAR INC COM
+$62.0K
3,428
+17%
增持
SDVY
FIRST TRUST SMID CAP RISING DI
+$62.0K
13,578
+23%
减持
CMCSA
COMCAST CORP
-$61.0K
31,255
-1%
增持
ABT
ABBOTT LABORATORIES
+$58.0K
24,269
+0%
增持
KMI
KINDER MORGAN INC
-$57.0K
120,609
+6%
减持
GOOG
ALPHABET INC-CL C
+$56.0K
1,110
-4%
减持
—
BLACKROCK INC
-$56.0K
1,144
-1%
增持
PG
PROCTER & GAMBLE COMPANY
+$55.0K
11,253
+0%
减持
—
AIR LEASE CORP
-$54.0K
5,401
-15%
减持
D
DOMINION RES INC VA NEW
-$54.0K
3,398
-17%
增持
WY
WEYERHAEUSER CO
+$54.0K
44,693
+0%
增持
MCD
MCDONALDS CORP
+$49.0K
2,355
+5%
增持
PINS
PINTEREST INC
-$49.0K
5,699
+33%
增持
CSCO
CISCO SYSTEMS
+$47.0K
31,629
+0%
增持
JNJ
JOHNSON & JOHNSON
-$46.0K
15,056
+0%
增持
SLB
SCHLUMBERGER LTD
+$45.0K
14,800
+20%
减持
WPC
W.P. CAREY INC.
-$44.0K
18,536
-1%
减持
C
CITIGROUP INC
-$39.0K
19,632
-2%
减持
AFL
AFLAC INC.
-$37.0K
19,216
-1%
增持
RDVY
FIRST TRUST RISING DIVIDEND AC
+$36.0K
14,224
+7%
增持
—
NAVIGATOR HOLDINGS
-$36.0K
33,964
+10%
增持
—
INSEEGO CORP
-$35.0K
10,085
+0%
减持
TRN
TRINITY INDS INC.
-$34.0K
14,100
-9%
减持
—
TRANSOCEAN LTD
-$31.0K
40,023
-1%
增持
SO
SOUTHERN CO
+$30.0K
18,721
+0%
增持
QCOM
QUALCOMM INC
-$29.0K
3,050
+3%
增持
HD
HOME DEPOT INC
+$29.0K
2,755
+0%
减持
TSLA
TESLA MOTORS INC
+$27.0K
452
-5%
增持
MNKD
MANNKIND CORPORATION
-$25.0K
22,610
+0%
增持
SPG
SIMON PROPERTY GROUP INC REIT
+$23.0K
6,270
+3%
增持
PEP
PEPSICO INC
+$23.0K
9,270
+0%
增持
META
FACEBOOK INC
-$23.0K
3,275
+0%
增持
—
VIACOM CBS INC
+$21.0K
15,484
+18%
减持
LLY
LILLY ELI & CO
-$19.0K
15,809
-1%
增持
FIW
FIRST TRUST WATER ETF
+$19.0K
3,290
+5%
减持
—
APOLLO GLOBAL MANAGEMENT INC
-$18.0K
6,390
-4%
减持
CAG
CONAGRA BRANDS INC
-$17.0K
6,200
-1%
增持
AEM
AGNICO EAGLE MINES LTD
+$16.0K
8,700
+21%
增持
IRM
IRON MOUNTAIN INC REIT
+$16.0K
13,710
+0%
减持
—
PEOPLE'S UNITED FINANCIAL INC
-$14.0K
10,900
-8%
增持
FLO
FLOWERS FOODS INC
-$13.0K
23,099
+0%
减持
TMO
THERMO FISHER SCIENTIFIC
+$13.0K
725
-9%
减持
BAX
BAXTER INTERNATIONAL INC
-$12.0K
4,000
-4%
建仓
—
SURGEPAYS INC
+$12.0K
100,000
增持
GIS
GENERAL MILLS INC
-$12.0K
15,049
+1%
增持
WMT
WAL-MART STORES
-$12.0K
8,751
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS
-$11.0K
5,071
+1%
增持
MRK
MERCK & CO
+$11.0K
25,410
+4%
增持
—
GLAXO SMITHKLINE PLC SPONS ADR
+$8.0K
7,333
+7%
增持
DUK
DUKE ENERGY CORP
-$7.0K
6,223
+0%
减持
CVS
CVS HEALTH CORPORATION
-$6.0K
41,750
-2%
增持
F
FORD MOTOR COMPANY NEW
-$6.0K
14,160
+2%
增持
BXMT
BLACKSTONE MORTGAGE TRUST INC
+$6.0K
20,985
+6%
增持
EMR
EMERSON ELECTRIC COMPANY
-$5.0K
2,510
+0%
增持
FCTR
FIST TRUST LUNT US FACTOR ROTA
+$4.0K
6,157
+4%
减持
TIP
ISHARES TIPS BOND ETF
-$4.0K
3,695
-1%
增持
BDX
BECTON DICKINSON
+$4.0K
1,307
+0%
增持
GM
GENERAL MOTORS CO
+$4.0K
12,330
+13%
增持
MTUM
ISHARES EDGE MSCI USA MOMENTUM
+$3.0K
1,317
+0%
减持
AXP
AMERICAN EXPRESS CO
+$3.0K
7,905
-1%
