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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 13
增持 72
减持 48
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
FLO
FLOWERS FOODS INC COM
-$168.5M
204,730
-97%
增持
MSFT
MICROSOFT CORP COM
-$1.5M
67,365
+1%
清仓
PEBO
PEOPLES BANCORP INC COM
-$1.4M
0
-100%
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
—
PRIMO WATER CORPORATION COM
-$1.1M
0
-100%
减持
ABBV
ABBVIE INC COM
-$760.0K
32,623
-3%
建仓
SKIN
THE BEAUTY HEALTH COMPANY COM CL A
+$638.0K
54,100
建仓
KOD
KODIAK SCIENCES INC COM
+$611.0K
79,000
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$584.0K
25,495
-0%
增持
HD
HOME DEPOT INC COM
+$549.0K
5,966
+49%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$544.0K
40,844
-1%
增持
T
AT&T INC COM
-$534.0K
95,788
+0%
增持
PFE
PFIZER INC COM
-$530.0K
70,146
+2%
增持
FDX
FEDEX CORP COM
-$530.0K
7,929
+5%
建仓
SJM
SMUCKER J M CO COM NEW
+$515.0K
3,750
增持
AMZN
AMAZON COM INC COM
+$487.0K
39,235
+6%
减持
BX
BLACKSTONE INC COM
-$463.0K
37,802
-5%
减持
NEM
NEWMONT CORP COM
-$423.0K
21,600
-3%
增持
JPM
JPMORGAN CHASE & CO COM
-$385.0K
47,840
+0%
减持
ABT
ABBOTT LABS COM
-$384.0K
28,002
-2%
增持
ALB
ALBEMARLE CORP COM
+$349.0K
2,505
+67%
增持
CVS
CVS HEALTH CORP COM
+$345.0K
42,854
+6%
减持
CMCSA
COMCAST CORP NEW CL A
-$336.0K
24,150
-9%
建仓
LNG
CHENIERE ENERGY INC COM NEW
+$332.0K
2,000
减持
SHOP
SHOPIFY INC CL A
-$330.0K
38,210
-12%
增持
GTLS
CHART INDUSTRIES
+$321.0K
4,220
+54%
增持
INTC
INTEL CORP COM
-$297.0K
33,374
+8%
增持
KMX
CARMAX INC COM
-$279.0K
12,073
+2%
建仓
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$270.0K
11,884
减持
LLY
LILLY ELI & CO COM
-$252.0K
13,704
-5%
增持
GOOG
ALPHABET INC CAP STK CL C
-$245.0K
30,922
+2002%
减持
JNJ
JOHNSON & JOHNSON COM
-$239.0K
16,435
-0%
清仓
TRP
TC ENERGY CORP COM
-$238.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION COM
-$233.0K
5,424
-8%
清仓
OGN
ORGANON & CO COMMON STOCK
-$226.0K
0
-100%
增持
WYNN
WYNN RESORTS LTD COM
+$223.0K
9,500
+44%
清仓
FLNC
FLUENCE ENERGY INC COM CL A
-$222.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$219.0K
37,240
+0%
清仓
SSD
SIMPSON MFG INC COM
-$215.0K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC COM
+$215.0K
1,000
增持
WPC
WP CAREY INC COM
-$214.0K
17,629
+1%
建仓
DGII
DIGI INTL INC COM
+$209.0K
6,050
增持
—
LINDE PLC SHS
+$208.0K
1,109
+252%
增持
DVN
DEVON ENERGY CORP NEW COM
+$206.0K
17,671
+14%
清仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$200.0K
0
-100%
增持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$198.0K
43,843
+0%
减持
—
BLACKROCK INC COM
-$195.0K
1,512
-10%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$194.0K
11,632
-1%
增持
—
EXXON MOBIL CORP COM
+$193.0K
51,390
+2%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$186.0K
14,613
+1910%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
-$184.0K
0
-100%
增持
V
VISA INC COM CL A
-$183.0K
10,855
+1%
建仓
LW
LAMB WESTON HLDGS INC COM
+$172.0K
2,223
增持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$165.0K
5,825
+11%
减持
MRNA
MODERNA INC COM
-$150.0K
5,306
-2%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$150.0K
0
-100%
清仓
—
APPHARVEST INC COM
-$147.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO COM
-$142.0K
4,411
-9%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$142.0K
33,876
-5%
建仓
KKR
KKR & CO INC COM
+$129.0K
3,000
增持
PYPL
PAYPAL HLDGS INC COM
+$122.0K
5,456
+10%
增持
NEE
NEXTERA ENERGY INC COM
+$113.0K
16,369
+8%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$112.0K
760
+43%
清仓
UBSI
UNITED BANKSHARES INC WEST VA COM
-$111.0K
0
-100%
减持
DOW
DOW INC COM
-$109.0K
13,303
-1%
减持
GSK
GSK PLC SPONSORED ADR
-$106.0K
4,266
-20%
增持
BP
BP PLC SPONSORED ADR
+$103.0K
18,728
+23%
增持
AMN
AMN HEALTHCARE SVCS INC COM
+$102.0K
8,253
+17%
减持
—
PATRIA INVESTMENTS LIMITED COM CL A
-$101.0K
89,800
-7%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$100.0K
2,905
-0%
增持
MRK
MERCK & CO INC COM
-$97.0K
26,410
+2%
清仓
WPM
WHEATON PRECIOUS METALS CORP COM
-$90.0K
0
-100%
增持
—
PARAMOUNT GLOBAL CLASS B COM
-$90.0K
18,184
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$89.0K
1,947
+18%
减持
—
LI-CYCLE HOLDINGS CORP COMMON SHARES
-$86.0K
51,144
-2%
减持
CG
CARLYLE GROUP INC COM
-$85.0K
4,690
-28%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$85.0K
2,470
+29%
减持
MMM
3M CO COM
-$84.0K
4,154
-1%
增持
HON
HONEYWELL INTL INC COM
-$83.0K
21,109
+2%
增持
AMGN
AMGEN INC COM
-$82.0K
4,614
+0%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
-$78.0K
5,579
+0%
减持
FNF
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
-$78.0K
6,590
-23%
增持
WM
WASTE MGMT INC DEL COM
+$78.0K
10,813
+0%
清仓
—
SVB FINANCIAL GROUP COM
-$75.0K
0
-100%
增持
C
CITIGROUP INC COM NEW
-$71.0K
26,195
+4%
减持
AEM
AGNICO EAGLE MINES LTD COM
-$70.0K
13,282
-4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$70.0K
6,252
+3%
建仓
KYN
KAYNE ANDERSON ENERGY INFRSTR COM
+$70.0K
8,625
减持
CRM
SALESFORCE INC COM
-$67.0K
1,031
-21%
增持
SO
SOUTHERN CO COM
-$66.0K
20,906
+0%
增持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$65.0K
8,260
+5%
增持
KMI
KINDER MORGAN INC DEL COM
+$63.0K
120,224
+4%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$61.0K
25,085
-2%
增持
AMAT
APPLIED MATLS INC COM
+$60.0K
3,500
+40%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$60.0K
1,900
+27%
增持
ZTS
ZOETIS INC CL A
+$59.0K
3,327
+32%
增持
OXY
OCCIDENTAL PETE CORP COM
+$58.0K
10,800
+5%
减持
FSLR
FIRST SOLAR INC COM
+$57.0K
4,578
-43%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$56.0K
49,348
+1%
减持
SBUX
STARBUCKS CORP COM
-$55.0K
2,766
-27%
减持
COST
COSTCO WHSL CORP NEW COM
-$53.0K
825
-11%
清仓
—
MATTERPORT INC COM CL A
-$51.0K
0
-100%
增持
CSCO
CISCO SYS INC COM
-$51.0K
20,094
+0%
减持
NSLR
SURO CAPITAL CORP COM NEW
-$51.0K
14,382
-14%
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$50.0K
31,896
+3%
增持
JXN
JACKSON FINANCIAL INC COM CL A
+$49.0K
12,692
+12%
减持
GSBD
GOLDMAN SACHS BDC INC SHS
-$46.0K
13,980
-5%
增持
GD
GENERAL DYNAMICS CORP COM
+$42.0K
1,316
+23%
减持
AAPL
APPLE INC COM
+$42.0K
110,777
-1%
减持
MS
MORGAN STANLEY COM NEW
-$41.0K
200
-73%
减持
—
CASI PHARMACEUTICALS INC COM
-$38.0K
145,315
-0%
减持
—
NEW YORK CMNTY BANCORP INC COM
-$38.0K
35,937
-5%
增持
MCD
MCDONALDS CORP COM
-$36.0K
2,333
+0%
减持
UTG
REAVES UTIL INCOME FD COM SH BEN INT
-$36.0K
8,639
-1%
建仓
FRBKQ
REPUBLIC FIRST BANCORP INC COM
+$34.0K
12,000
清仓
GDX
VANECK GOLD MINERS ETF
-$34.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$33.0K
6,305
+0%
减持
XBI
SPDR S&P BIOTECH ETF
-$33.0K
3,900
-15%
清仓
KLAC
KLA CORP COM NEW
-$32.0K
0
-100%
增持
CI
CIGNA CORP NEW COM
+$32.0K
2,131
+0%
建仓
GAB
GABELLI EQUITY TR INC COM
+$30.0K
5,428
增持
BDX
BECTON DICKINSON & CO COM
-$30.0K
1,323
+0%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$26.0K
1,063
-23%
减持
TRV
TRAVELERS COMPANIES INC COM
-$25.0K
1,522
-0%
增持
CLF
CLEVELAND-CLIFFS INC NEW COM
-$24.0K
28,490
+7%
增持
META
META PLATFORMS INC CL A
-$24.0K
3,458
+13%
增持
GIS
GENERAL MLS INC COM
+$24.0K
16,317
+0%
增持
GNRC
GENERAC HLDGS INC COM
+$24.0K
568
+56%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$23.0K
9,457
-1%
增持
SPG
SIMON PPTY GROUP INC NEW COM
-$22.0K
6,120
+2%
增持
—
TPI COMPOSITES INC COM
-$22.0K
21,323
+1%
减持
GLD
SPDR GOLD SHARES
-$20.0K
806
-6%
增持
QCOM
QUALCOMM INC COM
-$19.0K
3,011
+7%
增持
PANW
PALO ALTO NETWORKS INC COM
+$19.0K
511
+287%
增持
MNKD
MANNKIND CORP COM NEW
-$18.0K
26,040
+1%
减持
DIS
DISNEY WALT CO COM
-$18.0K
30,325
-1%
增持
PEP
PEPSICO INC COM
-$15.0K
5,813
+1%
建仓
STLD
STEEL DYNAMICS INC COM
+$14.0K
200
增持
GM
GENERAL MTRS CO COM
+$14.0K
15,464
+2%
减持
NUE
NUCOR CORP COM
-$13.0K
2,800
-7%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$13.0K
1,146
-8%
增持
PRU
PRUDENTIAL FINL INC COM
+$12.0K
3,095
+17%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$12.0K
6,766
-0%
增持
AMLP
ALERIAN MLP ETF
+$11.0K
3,120
+4%
增持
DGX
QUEST DIAGNOSTICS INC COM
-$11.0K
1,180
+0%
增持
TSLA
TESLA INC COM
+$10.0K
217
+201%
增持
CROX
CROCS INC COM
+$9.0K
300
+20%
减持
WMT
WALMART INC COM
+$9.0K
8,325
-5%
增持
F
FORD MTR CO DEL COM
+$9.0K
24,850
+3%
增持
EMR
EMERSON ELEC CO COM
-$8.0K
3,811
+6%
清仓
XME
SPDR S&P METALS AND MINING ETF
-$8.0K
0
-100%
