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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 42
增持 29
减持 63
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
FLO
FLOWERS FOODS INC COM
+$172.7M
6,594,435
+20227%
减持
MSFT
MICROSOFT CORP COM
-$10.3M
66,865
-25%
增持
PSNL
PERSONALIS INC COM
-$4.3M
926,366
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。
+1%
增持
AAPL
APPLE INC COM
-$3.8M
111,663
+2%
减持
BX
BLACKSTONE INC COM
-$2.0M
39,755
-10%
建仓
FNKO
FUNKO INC COM CL A
+$1.8M
79,000
清仓
BLMN
BLOOMIN' BRANDS INC
-$1.7M
0
-100%
清仓
HZO
MARINEMAX INC
-$1.7M
0
-100%
增持
SHOP
SHOPIFY INC CL A
-$1.5M
43,510
+912%
减持
AXP
AMERICAN EXPRESS CO COM
-$1.5M
4,220
-61%
增持
AMZN
AMAZON COM INC COM
-$1.4M
37,166
+2150%
建仓
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$1.4M
58,448
减持
JPM
JPMORGAN CHASE & CO COM
-$1.4M
47,810
-4%
建仓
—
PATRIA INVESTMENTS LIMITED COM CL A
+$1.3M
96,300
减持
PG
PROCTER AND GAMBLE CO COM
-$1.2M
4,860
-61%
增持
DIS
DISNEY WALT CO COM
-$1.1M
30,498
+4%
减持
CSCO
CISCO SYS INC COM
-$1.1M
20,050
-44%
减持
—
EXXON MOBIL CORP COM
-$1.1M
50,140
-23%
减持
T
AT&T INC COM
-$856.0K
95,574
-21%
减持
PFE
PFIZER INC COM
-$798.0K
68,672
-19%
减持
—
CASI PHARMACEUTICALS INC COM
-$761.0K
145,317
-90%
清仓
—
GENERAL ELECTRIC CO
-$758.0K
0
-100%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$742.0K
25,540
-15%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$740.0K
41,281
-26%
减持
CVS
CVS HEALTH CORP COM
-$737.0K
40,382
-9%
减持
GOOGL
e
-$716.0K
727
-12%
增持
NVDA
NVIDIA CORPORATION COM
-$685.0K
5,875
+2%
清仓
NSC
NORFOLK SOUTHERN
-$685.0K
0
-100%
减持
PEP
PEPSICO INC COM
-$640.0K
5,783
-40%
减持
INTC
INTEL CORP COM
-$633.0K
30,933
-14%
减持
NEM
NEWMONT CORP COM
-$600.0K
22,300
-8%
增持
GOOG
ALPHABET INC CAP STK CL C
-$579.0K
1,471
+8%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$573.0K
43,772
-18%
减持
PM
PHILIP MORRIS INTL INC COM
-$568.0K
7,000
-48%
减持
MO
ALTRIA GROUP INC COM
-$566.0K
9,520
-48%
减持
DOW
DOW INC COM
-$533.0K
13,436
-30%
建仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$488.0K
48,930
减持
WPC
WP CAREY INC COM
-$483.0K
17,441
-27%
减持
—
DUPONT DE NEMOURS INC COM
-$466.0K
9,282
-30%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$444.0K
6,288
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$436.0K
37,215
-18%
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$431.0K
6,769
建仓
WBD
WARNER BROS DISCOVERY INC COM SER A
+$417.0K
31,072
减持
CVX
CHEVRON CORP NEW COM
-$392.0K
12,559
-7%
减持
CMCSA
COMCAST CORP NEW CL A
-$388.0K
26,612
-13%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$359.0K
6,020
-15%
减持
AEM
AGNICO EAGLE MINES LTD COM
-$335.0K
13,782
-13%
减持
FNF
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
-$331.0K
8,590
-35%
清仓
—
GLAXO SMITHKLINE PLC SPONS ADR
-$328.0K
0
-100%
减持
OKE
ONEOK INC NEW COM
-$325.0K
16,820
-6%
减持
SBUX
STARBUCKS CORP COM
-$318.0K
3,766
-43%
建仓
ALB
ALBEMARLE CORP COM
+$313.0K
1,499
清仓
KKR
KKR & CO INC
-$310.0K
0
-100%
减持
ABBV
ABBVIE INC COM
-$305.0K
33,545
-0%
增持
BA
BOEING CO COM
-$304.0K
11,979
+18%
减持
EMN
EASTMAN CHEM CO COM
-$297.0K
4,000
-32%
清仓
KMB
KIMBERLY CLARK CORP
-$296.0K
0
-100%
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR
-$294.0K
0
-100%
减持
ENB
ENBRIDGE INC COM
-$292.0K
24,041
-15%
减持
—
DUCKHORN PORTFOLIO INC COM
+$286.0K
99,555
-0%
减持
ABT
ABBOTT LABS COM
-$282.0K
28,467
-0%
清仓
ROK
ROCKWELL AUTOMATION INC
-$280.0K
0
-100%
建仓
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$280.0K
1,486
减持
MDLZ
MONDELEZ INTL INC CL A
-$280.0K
6,056
-42%
减持
TIP
ISHARES TIPS BOND ETF
-$277.0K
2,567
-44%
减持
MMM
3M CO COM
-$273.0K
4,198
-23%
减持
KMI
KINDER MORGAN INC DEL COM
-$269.0K
115,624
-1%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
+$263.0K
5,500
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
-$259.0K
1,372
-71%
清仓
—
SENSIENT TECHNOLOGIES CORP
-$252.0K
0
-100%
增持
—
UNILEVER PLC SPON ADR NEW
+$252.0K
23,300
+30%
建仓
SXT
SENSIENT TECHNOLOGIES CORP COM
+$242.0K
3,000
增持
CLF
CLEVELAND-CLIFFS INC NEW COM
-$242.0K
26,535
+31%
增持
V
VISA INC COM CL A
-$240.0K
10,721
+1%
建仓
TRP
TC ENERGY CORP COM
+$238.0K
4,601
清仓
D
DOMINION RES INC VA NEW
-$238.0K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW COM
+$237.0K
15,559
+48%
增持
WMT
WALMART INC COM
-$235.0K
8,805
+0%
减持
GM
GENERAL MTRS CO COM
-$234.0K
15,164
-7%
建仓
GSK
GSK PLC SPONSORED ADR
+$232.0K
5,333
建仓
SSD
SIMPSON MFG INC COM
+$215.0K
2,141
增持
FDX
FEDEX CORP COM
+$215.0K
7,529
+17%
清仓
PHO
INVESCO WATER RES PTF
-$212.0K
0
-100%
清仓
VRTX
VERTEX PHARMACUETICALS
-$209.0K
0
-100%
减持
TRN
TRINITY INDS INC COM
-$207.0K
11,300
-19%
清仓
ACA
ARCOSA INC
-$206.0K
0
-100%
清仓
—
ANHEUSER BUSCH
-$205.0K
0
-100%
清仓
—
TEXAS PACIFIC LAND CORP
-$203.0K
0
-100%
减持
UEIC
UNIVERSAL ELECTRS INC COM
-$199.0K
28,317
-4%
建仓
CLX
CLOROX CO DEL COM
+$197.0K
1,400
增持
MRNA
MODERNA INC COM
+$195.0K
5,442
+61%
建仓
ED
CONSOLIDATED EDISON INC COM
+$189.0K
1,992
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
+$184.0K
3,417
增持
OXY
OCCIDENTAL PETE CORP COM
+$180.0K
10,300
+37%
减持
BXMT
BLACKSTONE MTG TR INC COM CL A
-$179.0K
27,736
-7%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$173.0K
901
-28%
增持
AMN
AMN HEALTHCARE SVCS INC COM
+$171.0K
7,041
+22%
减持
HD
HOME DEPOT INC COM
-$170.0K
4,001
-5%
建仓
CCI
CROWN CASTLE INC COM
+$168.0K
1,000
减持
COP
CONOCOPHILLIPS COM
-$161.0K
6,166
-14%
增持
AFL
AFLAC INC COM
-$154.0K
19,106
+2%
建仓
TJX
TJX COS INC NEW COM
+$151.0K
2,700
建仓
FANG
DIAMONDBACK ENERGY INC COM
+$151.0K
1,243
建仓
PSX
PHILLIPS 66 COM
+$150.0K
1,832
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
+$150.0K
510
减持
LLY
LILLY ELI & CO COM
+$149.0K
14,444
-9%
建仓
GLD
SPDR GOLD SHARES
+$145.0K
862
减持
F
FORD MTR CO DEL COM
-$144.0K
24,150
-1%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$144.0K
110
增持
—
BLACKROCK INC COM
-$140.0K
1,686
+10%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$136.0K
5,573
-15%
建仓
DE
DEERE & CO COM
+$135.0K
450
建仓
NRT
NORTH EUROPEAN OIL RTY TR SH BEN INT
+$133.0K
10,800
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$130.0K
1,705
-17%
减持
AMAT
APPLIED MATLS INC COM
-$129.0K
2,500
-7%
增持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$128.0K
5,238
+19%
建仓
EXC
EXELON CORP COM
+$123.0K
2,715
增持
SO
SOUTHERN CO COM
+$123.0K
20,860
+11%
增持
GLW
CORNING INC COM
-$121.0K
22,746
+0%
增持
META
META PLATFORMS INC CL A
-$120.0K
3,058
+11%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$119.0K
11,701
-1%
建仓
CARR
CARRIER GLOBAL CORPORATION COM
+$117.0K
3,285
增持
GTLS
CHART INDS INC COM
+$116.0K
2,732
+37%
增持
APO
APOLLO GLOBAL MGMT INC COM
-$113.0K
9,557
+3%
建仓
BNY
BANK NEW YORK MELLON CORP COM
+$113.0K
2,698
建仓
UBSI
UNITED BANKSHARES INC WEST VA COM
+$111.0K
3,173
减持
JNJ
JOHNSON & JOHNSON COM
-$106.0K
16,471
-4%
建仓
IBB
ISHARES BIOTECHNOLOGY FUND
+$106.0K
900
减持
BP
BP PLC SPONSORED ADR
-$106.0K
15,228
-17%
减持
AEP
AMERICAN ELEC PWR CO INC COM
-$105.0K
1,150
-47%
建仓
AMLP
ALERIAN MLP ETF
+$103.0K
3,000
减持
—
ETFMG PRIME CYBER SECURITY ETF
-$103.0K
2,530
-32%
减持
—
MATTERPORT INC COM CL A
-$99.0K
14,000
-24%
建仓
L
LOEWS CORP COM
+$95.0K
1,600
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$94.0K
2,912
+19%
建仓
—
LINDE PLC SHS
+$91.0K
315
建仓
IDA
IDACORP INC COM
+$90.0K
850
建仓
WPM
WHEATON PRECIOUS METALS CORP COM
+$90.0K
2,500
减持
QCOM
QUALCOMM INC COM
-$86.0K
2,811
-3%
建仓
ABBNY
ABB LTD SPONSORED ADR
+$83.0K
3,090
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$82.0K
4,000
-27%
建仓
CL
COLGATE PALMOLIVE CO COM
+$80.0K
1,000
减持
—
APPHARVEST INC COM
-$79.0K
42,026
-0%
建仓
GXO
GXO LOGISTICS INC
+$77.0K
1,780
建仓
GNRC
GENERAC HLDGS INC COM
+$77.0K
365
建仓
—
EATON CORP PLC SHS
+$76.0K
600
建仓
WTRG
ESSENTIAL UTILS INC COM
+$76.0K
1,666
建仓
—
SVB FINANCIAL GROUP COM
+$75.0K
189
增持
MAR
MARRIOTT INTL INC NEW CL A
-$73.0K
1,922
+1%
减持
SHEL
SHELL PLC SPON ADS
-$72.0K
2,451
-33%
