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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 25
增持 65
减持 30
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
FLO
FLOWERS FOODS INC
-$179.2M
32,442
-100%
清仓
MCO
MOODY'S CORPORATION
-$11.8M
0
-100%
建仓
AMZN
AMAZON.COM INC
+$5.4M
1,652
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。
清仓
SII
SPROTT INC NEW
-$3.6M
0
-100%
增持
—
EXXON MOBIL CORP
+$2.9M
65,091
+61%
减持
ILMN
ILLUMINA INC
-$1.9M
59,362
-0%
建仓
BLMN
BLOOMIN' BRANDS INC
+$1.7M
79,000
增持
MSFT
MICROSOFT CORPORATION
-$1.7M
88,950
+3%
建仓
PEBO
PEOPLES BANCORP INC
+$1.7M
53,830
清仓
CBU
COMMUNITY BANK SYSTEM INC
-$1.5M
0
-100%
建仓
—
PRIMO WATER CORPORATION
+$1.1M
79,000
增持
ABBV
ABBVIE INC.
+$1.0M
33,573
+3%
建仓
—
PIONEER NATURAL RESOURCES
+$1.0M
4,108
清仓
THVB
THOMASVILLE BANCSHARES INC
-$909.0K
0
-100%
清仓
RDVY
FIRST TRUST RISING DIVIDEND AC
-$865.0K
0
-100%
减持
SPGI
S&P GLOBAL INC
-$754.0K
8,400
-6%
增持
AXP
AMERICAN EXPRESS CO
+$747.0K
10,940
+38%
建仓
NOC
NORTHROP GRUMMAN CORP
+$699.0K
1,564
清仓
QQEW
FT NASDAQ 100 EQUAL WEIGHTED
-$641.0K
0
-100%
清仓
NIC
NICOLET BANKSHARES
-$620.0K
0
-100%
增持
KMI
KINDER MORGAN INC
+$611.0K
116,724
+16%
减持
CVX
CHEVRON CORPORATION
+$596.0K
13,575
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$576.0K
45,215
+3%
清仓
—
DIAGEO
-$567.0K
0
-100%
减持
AMAT
APPLIED MATERIALS
-$565.0K
2,700
-54%
增持
—
UNILEVER PLC SPONS ADR
+$543.0K
17,900
+253%
增持
JPM
JP MORGAN CHASE & CO
+$521.0K
49,583
+26%
增持
AEM
AGNICO EAGLE MINES LTD
+$520.0K
15,768
+88%
清仓
TOITF
TOPICUS COM INC
-$519.0K
0
-100%
减持
—
DUCKHORN PORTFOLIO INC
-$517.0K
99,557
-0%
清仓
CNSWF
CONSTELLATION SOFTWARE
-$496.0K
0
-100%
清仓
BHB
BAR HARBOR BANKSHARES
-$488.0K
0
-100%
增持
NEM
NEWMONT MINING
+$480.0K
24,300
+4%
减持
META
FACEBOOK INC
-$448.0K
2,755
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC. CLASS
+$446.0K
6,124
+7%
清仓
SDVY
FIRST TRUST SMID CAP RISING DI
-$446.0K
0
-100%
减持
AWK
AMERICAN WTR WKS
-$424.0K
2,000
-50%
增持
UNP
UNION PACIFIC
+$415.0K
18,308
+1%
增持
FLR
FLUOR CORP NEW
+$408.0K
76,313
+6%
清仓
—
KIRKLAND LAKE GOLD LTD
-$399.0K
0
-100%
清仓
RBLX
ROBLOX CORPORATION
-$397.0K
0
-100%
清仓
BAC
BANK OF AMERICA CORP
-$369.0K
0
-100%
建仓
JXN
JACKSON FINANCIAL INC
+$366.0K
8,277
增持
FDX
FEDEX CORP
+$364.0K
6,446
+48%
清仓
CAC
CAMDEN NATIONAL CORP
-$361.0K
0
-100%
增持
CLF
CLEVELAND-CLIFFS INC
+$357.0K
20,190
+50%
增持
ABT
ABBOTT LABORATORIES
-$353.0K
28,519
+8%
增持
BA
BOEING CO
+$345.0K
10,141
+28%
增持
WPC
W.P. CAREY INC.
+$344.0K
23,852
+24%
建仓
RPM
RPM INTERNATIONAL INC.
+$342.0K
4,200
增持
ENB
ENBRIDGE INC
+$329.0K
28,384
+13%
建仓
UTG
REAVES UTILITY INC TR
+$323.0K
9,339
清仓
FIW
FIRST TRUST WATER ETF
-$322.0K
0
-100%
减持
HON
HONEYWELL INTERNATIONAL
-$321.0K
20,759
-1%
增持
JNJ
JOHNSON & JOHNSON
+$308.0K
17,096
+7%
建仓
WMB
WILLIAMS CO
+$308.0K
9,228
增持
PFE
PFIZER INC
-$306.0K
84,946
+7%
增持
DIS
WALT DISNEY CO/THE
-$301.0K
29,320
+5%
增持
AAPL
APPLE INC
+$295.0K
108,987
+3%
清仓
FNB
FNB CORP PA
-$294.0K
0
-100%
减持
—
BLACKROCK INC
-$294.0K
1,527
-4%
建仓
GSBD
GOLDMAN SACHS BDC, INC
+$290.0K
14,780
建仓
VTIP
VANGUARD SHORT TERM INF PROTEC
+$282.0K
5,500
增持
—
PARAMOUNT GLOBAL CL B
+$277.0K
17,684
+36%
增持
SBUX
STARBUCKS
+$276.0K
6,657
+136%
清仓
MTUM
ISHARES EDGE MSCI USA MOMENTUM
-$276.0K
0
-100%
减持
—
DUPONT DE NEMOURS
-$274.0K
13,346
-14%
建仓
CRWD
CROWDSTRIKE HOLDINGS INC
+$272.0K
1,200
增持
—
CASI PHARMACEUTICALS INC
+$264.0K
1,453,190
+27%
清仓
AUB
ATLANTIC UNION BANKSHARES CORP
-$261.0K
0
-100%
增持
FCX
FREEPORT MCMORAN INC
+$260.0K
29,940
+2%
清仓
FCTR
FIST TRUST LUNT US FACTOR ROTA
-$256.0K
0
-100%
建仓
VLO
VALERO ENERGY
+$254.0K
2,500
建仓
SRE
SEMPRA ENERGY
+$252.0K
1,500
清仓
CLX
CLOROX CO
-$252.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS
-$250.0K
0
-100%
建仓
QQQ
INVESCO QQQ TR ETF
+$249.0K
687
建仓
—
TPI COMPOSITES, INC.
+$249.0K
17,720
清仓
SGI
TEMPUR-PEDIC INTL INC
-$247.0K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES
-$244.0K
0
-100%
减持
—
MATTERPORT INC
-$242.0K
18,500
-3%
清仓
INTU
INTUIT
-$232.0K
0
-100%
增持
UEIC
UNIVERSAL ELECTRONICS
-$231.0K
29,546
+4%
增持
PYPL
PAYPAL HOLDINGS INC
-$224.0K
3,097
+0%
建仓
TXN
TEXAS INSTRUMENTS
+$220.0K
1,200
增持
—
ACCENTURE LTD
+$216.0K
1,255
+151%
建仓
AEP
AMERICAN ELECTRIC POWER INC
+$215.0K
2,150
建仓
CTVA
CORTEVA
+$215.0K
3,747
减持
MMM
3M CO
-$210.0K
5,481
-5%
建仓
SPY
SPDR S&P 500 ETF TR
+$207.0K
458
建仓
ACA
ARCOSA INC
+$206.0K
3,593
清仓
TJX
TJX COMPANIES
-$205.0K
0
-100%
清仓
SDGR
SCHRODINGER INC
-$204.0K
0
-100%
建仓
—
TEXAS PACIFIC LAND CORP
+$203.0K
150
增持
F
FORD MOTOR COMPANY NEW
+$202.0K
24,400
+140%
建仓
SHEL
SHELL PLC ADS
+$200.0K
3,648
清仓
BANC
BANK OF CALIFORNIA INC
-$196.0K
0
-100%
增持
GM
GENERAL MOTORS CO
-$191.0K
16,364
+6%
增持
HD
HOME DEPOT INC
-$180.0K
4,232
+21%
增持
WYNN
WYNN RESORTS LTD
+$176.0K
5,400
+80%
减持
WM
WASTE MGT.
-$173.0K
10,691
-4%
增持
CSCO
CISCO SYSTEMS
-$168.0K
35,812
+5%
增持
LLY
LILLY ELI & CO
+$164.0K
15,833
+0%
增持
BABA
ALIBABA GROUP HOLDING LTD
+$158.0K
3,316
+94%
增持
—
GENERAL ELECTRIC CO
+$154.0K
8,280
+29%
清仓
BCBP
BCB BANCORP
-$154.0K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC
-$154.0K
1,570
-3%
减持
LMT
LOCKHEED MARTIN
+$152.0K
2,385
-6%
增持
SPG
SIMON PROPERTY GROUP INC REIT
-$152.0K
7,070
+4%
增持
AMN
AMN HEALTHCARE SERVICES INC
+$147.0K
5,758
+55%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$143.0K
2,454
+12%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$143.0K
7,037
+1%
减持
DVN
DEVON ENERGY
-$138.0K
10,492
-39%
减持
MRK
MERCK & CO
+$133.0K
26,010
-0%
减持
NVDA
NVIDIA
-$131.0K
5,775
-0%
减持
IRM
IRON MOUNTAIN INC REIT
-$131.0K
11,083
-22%
减持
SEIC
SEI INVESTMENTS COMPANY
-$129.0K
10,000
-17%
增持
INTC
INTEL CORP
+$128.0K
36,115
+12%
增持
MO
ALTRIA GROUP INC
+$124.0K
18,448
+4%
减持
—
STERIS CORP
-$124.0K
1,400
-26%
增持
GILD
GILEAD SCIENCES INC.
-$120.0K
9,317
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$118.0K
5,782
+9%
增持
BXMT
BLACKSTONE MORTGAGE TRUST INC
+$118.0K
29,750
+10%
增持
WY
WEYERHAEUSER CO
+$117.0K
53,371
+15%
增持
—
LI-CYCLE HOLDINGS CORP
+$112.0K
44,873
+67%
减持
GOOGL
ALPHABET INC (A)
-$110.0K
827
-1%
减持
FIS
FIDELITY NATIONAL INFORMATION
-$110.0K
11,868
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$110.0K
55,656
+6%
建仓
NSLR
SURO CAPITAL CORP
+$109.0K
12,612
增持
CMCSA
COMCAST CORP
-$105.0K
30,576
+0%
减持
GLW
CORNING INC
-$102.0K
22,694
-10%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE
-$101.0K
4,665
-18%
增持
PRU
PRUDENTIAL FINANCIAL
+$101.0K
2,645
+35%
减持
—
NAVIGATOR HOLDINGS
-$99.0K
13,825
-54%
增持
IBM
INTERNATIONAL BUSINESS MACHINE
+$98.0K
28,181
+6%
增持
FNF
FNF GROUP
+$97.0K
13,276
+26%
减持
CVS
CVS HEALTH CORPORATION
-$93.0K
44,254
-0%
增持
TIP
ISHARES TIPS BOND ETF
+$92.0K
4,567
+24%
减持
COP
CONOCOPHILLIPS
+$91.0K
7,151
-17%
增持
EMR
EMERSON ELECTRIC COMPANY
+$90.0K
3,611
+27%
增持
APO
APOLLO GLOBAL MANAGEMENT INC
+$90.0K
9,298
+39%
增持
QCOM
QUALCOMM INC
-$85.0K
2,911
+0%
增持
TRN
TRINITY INDS INC.
+$85.0K
14,000
+7%
增持
T
AT&T INC
+$82.0K
120,977
+7%
增持
DUK
DUKE ENERGY CORP
+$80.0K
6,567
+5%
增持
GIS
GENERAL MILLS INC
+$78.0K
17,188
+7%
增持
AMGN
AMGEN
+$78.0K
4,608
+0%
增持
SO
SOUTHERN CO
+$77.0K
18,825
+0%
减持
OXY
OCCIDENTAL PETROLEUM
-$76.0K
7,500
-57%
增持
PNC
PNC FINANCIAL CORP
-$76.0K
4,727
+0%
