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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 17
增持 63
减持 65
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
FLO
FLOWERS FOODS INC COM
+$191.8M
6,849,098
+3245%
减持
—
ROYALTY PHARMA PLC SHS CLASS A
-$2.2M
34,318
-61%
减持
AMZN
AMAZON COM INC COM
-$2.1M
27,248
-31%
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。
建仓
PEBO
PEOPLES BANCORP INC COM
+$1.5M
53,830
减持
AAPL
APPLE INC COM
-$1.3M
107,778
-3%
减持
JPM
JPMORGAN CHASE & CO COM
+$1.3M
46,858
-2%
增持
—
EXXON MOBIL CORP COM
+$1.3M
52,262
+2%
增持
HON
HONEYWELL INTL INC COM
+$1.0M
21,338
+1%
增持
ABBV
ABBVIE INC COM
+$1.0M
33,317
+2%
减持
FNKO
FUNKO INC COM CL A
-$942.4K
60,000
-24%
减持
BA
BOEING CO COM
+$831.0K
12,956
-4%
增持
CAT
CATERPILLAR INC COM
+$757.8K
9,600
+2%
增持
PSNL
PERSONALIS INC COM
-$744.6K
1,013,313
+9%
增持
LLY
LILLY ELI & CO COM
+$613.0K
13,787
+1%
增持
ABT
ABBOTT LABS COM
+$560.6K
29,780
+6%
增持
MSFT
MICROSOFT CORP COM
+$557.8K
67,746
+1%
减持
MRK
MERCK & CO INC COM
+$556.3K
25,510
-3%
增持
DVN
DEVON ENERGY CORP NEW COM
+$548.9K
26,205
+48%
增持
PFE
PFIZER INC COM
+$544.6K
70,542
+1%
增持
CVX
CHEVRON CORP NEW COM
+$509.6K
12,973
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$507.1K
25,098
-2%
增持
V
VISA INC COM CL A
+$495.3K
11,664
+7%
建仓
GEF/B
GREIF INC CL B
+$432.1K
5,524
增持
DGII
DIGI INTL INC COM
+$338.4K
14,978
+148%
减持
CVS
CVS HEALTH CORP COM
-$338.1K
40,229
-6%
增持
NVDA
NVIDIA CORPORATION COM
+$326.4K
6,736
+24%
建仓
CF
CF INDS HLDGS INC COM
+$323.9K
3,802
增持
FCX
FREEPORT-MCMORAN INC CL B
+$296.6K
25,857
+3%
增持
BX
BLACKSTONE INC COM
-$296.1K
38,656
+2%
减持
AFL
AFLAC INC COM
+$293.3K
19,006
-1%
增持
CMCSA
COMCAST CORP NEW CL A
+$289.6K
28,527
+18%
减持
T
AT&T INC COM
+$285.7K
95,310
-0%
建仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$280.3K
6,000
减持
ZTS
ZOETIS INC CL A
-$269.2K
1,527
-54%
增持
KMI
KINDER MORGAN INC DEL COM
+$237.7K
123,824
+3%
建仓
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$234.4K
100
增持
CSCO
CISCO SYS INC COM
+$225.2K
21,604
+8%
增持
GOOG
ALPHABET INC CAP STK CL C
-$222.3K
31,001
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC COM
+$221.9K
6,100
+2950%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$219.0K
13,363
-9%
建仓
ERIE
ERIE INDTY CO CL A
+$216.9K
872
建仓
PHO
INVESCO WATER RESOURCES ETF
+$213.0K
4,132
增持
WYNN
WYNN RESORTS LTD COM
+$209.2K
9,800
+3%
增持
BDX
BECTON DICKINSON & CO COM
+$207.9K
1,977
+49%
增持
PG
PROCTER AND GAMBLE CO COM
+$207.7K
5,045
+14%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
+$205.2K
3,417
减持
UNP
UNION PAC CORP COM
+$203.3K
18,208
-1%
减持
EFX
EQUIFAX INC COM
+$199.9K
9,631
-1%
增持
DIS
DISNEY WALT CO COM
-$193.8K
30,700
+1%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$189.7K
1,082
+42%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$189.6K
6,952
+11%
建仓
OGN
ORGANON & CO
+$187.2K
6,702
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$180.5K
2,120
+9%
减持
PYPL
PAYPAL HLDGS INC COM
-$179.0K
4,087
-25%
增持
QCOM
QUALCOMM INC COM
+$177.9K
4,711
+56%
增持
NEE
NEXTERA ENERGY INC COM
+$176.6K
17,459
+7%
建仓
KOF
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP
+$173.1K
2,550
增持
APO
APOLLO GLOBAL MGMT INC COM
+$169.6K
9,557
+1%
增持
GTLS
CHART INDUSTRIES
-$162.8K
5,339
+27%
减持
JNJ
JOHNSON & JOHNSON COM
+$160.5K
16,108
-2%
建仓
DAL
DELTA AIR LINES INC DEL COM NEW
+$159.2K
4,845
减持
MRNA
MODERNA INC COM
+$159.0K
4,376
-18%
减持
GILD
GILEAD SCIENCES INC COM
+$157.1K
8,598
-9%
增持
EMR
EMERSON ELEC CO COM
+$154.3K
4,511
+18%
减持
WM
WASTE MGMT INC DEL COM
-$153.2K
10,064
-7%
建仓
EXAS
EXACT SCIENCES CORP COM
+$151.4K
3,058
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$149.6K
5,936
-6%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$144.6K
1,614
+3%
减持
BGS
B & G FOODS INC NEW COM
-$143.8K
17,600
-15%
减持
GE
GENERAL ELECTRIC CO COM NEW
+$137.4K
6,641
-2%
建仓
UBSI
UNITED BANKSHARES INC WEST VA COM
+$128.5K
3,173
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$126.5K
25,370
-20%
增持
GIS
GENERAL MLS INC COM
+$123.3K
16,377
+0%
减持
BXMT
BLACKSTONE MTG TR INC COM CL A
-$120.2K
24,886
-10%
增持
PEP
PEPSICO INC COM
+$119.2K
5,913
+2%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$112.8K
1,690
+245%
增持
ALB
ALBEMARLE CORP COM
-$112.3K
2,535
+1%
减持
SBUX
STARBUCKS CORP COM
-$107.4K
1,266
-54%
增持
MMM
3M CO COM
+$105.8K
4,710
+13%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
+$97.0K
43,517
-1%
增持
ENB
ENBRIDGE INC COM
+$96.0K
25,268
+5%
减持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$94.5K
1,867
-42%
减持
—
LI-CYCLE HOLDINGS CORP COMMON SHARES
-$93.8K
37,439
-27%
减持
—
UNILEVER PLC SPON ADR NEW
+$91.7K
22,100
-5%
减持
META
META PLATFORMS INC CL A
-$90.8K
3,143
-9%
增持
SO
SOUTHERN CO COM
+$89.0K
21,160
+1%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$88.4K
1,100
+120%
增持
SPY
SPDR S&P 500 ETF TRUST
+$85.2K
649
+42%
建仓
URI
UNITED RENTALS INC COM
+$82.1K
231
减持
DOW
DOW INC COM
+$81.3K
13,203
-1%
增持
MCD
MCDONALDS CORP COM
+$79.0K
2,341
+0%
清仓
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$79.0K
0
-100%
减持
HD
HOME DEPOT INC COM
-$77.4K
4,966
-17%
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$76.2K
522
减持
CSX
CSX CORP COM
+$74.4K
30,130
-7%
减持
KMX
CARMAX INC COM
-$74.0K
11,874
-2%
增持
GD
GENERAL DYNAMICS CORP COM
+$72.3K
1,416
+8%
增持
F
FORD MTR CO DEL COM
+$71.3K
30,037
+21%
减持
CLF
CLEVELAND-CLIFFS INC NEW COM
+$68.5K
28,090
-1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$67.7K
41,084
+1%
减持
FDX
FEDEX CORP COM
-$66.4K
6,412
-19%
增持
LUMN
LUMEN TECHNOLOGIES INC COM
-$66.4K
34,601
+2%
减持
AEM
AGNICO EAGLE MINES LTD COM
+$65.9K
12,059
-9%
减持
—
PATRIA INVESTMENTS LIMITED COM CL A
+$65.0K
88,800
-1%
增持
AMN
AMN HEALTHCARE SVCS INC COM
+$63.2K
9,115
+10%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$63.0K
37,665
+1%
减持
JXN
JACKSON FINANCIAL INC COM CL A
+$62.9K
11,927
-6%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$60.2K
1,258
+40%
减持
—
PARAMOUNT GLOBAL CLASS B COM
-$58.5K
17,034
-6%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$56.2K
5,585
+0%
清仓
NSLR
SURO CAPITAL CORP COM NEW
-$56.0K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC COM
+$53.6K
986
+93%
减持
FSLR
FIRST SOLAR INC COM
+$53.5K
4,403
-4%
增持
TRV
TRAVELERS COMPANIES INC COM
+$53.1K
1,526
+0%
增持
MO
ALTRIA GROUP INC COM
+$51.9K
9,537
+0%
减持
SLV
ISHARES SILVER TRUST
-$51.8K
100
-97%
减持
—
LINDE PLC SHS
+$51.3K
1,074
-3%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$50.0K
2,660
+8%
增持
STXS
STEREOTAXIS INC COM NEW
+$49.4K
37,393
+141%
建仓
IYK
ISHARES U.S. CONSUMER STAPLES ETF
+$48.7K
240
减持
OXY
OCCIDENTAL PETE CORP COM
-$46.7K
9,800
-9%
减持
CRM
SALESFORCE INC COM
-$44.4K
781
-24%
减持
AMAT
APPLIED MATLS INC COM
-$43.5K
2,500
-29%
清仓
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$43.0K
0
-100%
建仓
CW
CURTISS WRIGHT CORP COM
+$42.7K
256
减持
NUE
NUCOR CORP COM
+$42.7K
2,600
-7%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$40.5K
1,944
-3%
减持
SOXX
ISHARES SEMICONDUCTOR ETF
-$36.3K
5
-96%
减持
ORCL
ORACLE CORP COM
-$35.5K
2,000
-39%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$34.5K
3,300
+74%
减持
—
TPI COMPOSITES INC COM
-$32.6K
20,556
-4%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
+$31.4K
5,770
-1%
减持
SHOP
SHOPIFY INC CL A
+$30.0K
30,510
-20%
减持
WMT
WALMART INC COM
+$29.4K
7,825
-6%
增持
GNRC
GENERAC HLDGS INC COM
-$28.7K
718
+26%
减持
—
AIR LEASE CORP CL A
+$28.6K
5,091
-6%
减持
GEO
GEO GROUP INC NEW COM
+$26.9K
12,500
-12%
减持
—
ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND
-$23.4K
1,965
-22%
减持
C
CITIGROUP INC COM NEW
+$21.9K
24,628
-6%
减持
DE
DEERE & CO COM
+$21.5K
400
-11%
清仓
CROX
CROCS INC COM
-$21.0K
0
-100%
减持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$20.6K
7,823
-5%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$18.9K
1,147
+0%
增持
SHEL
SHELL PLC SPON ADS
+$17.8K
2,455
+0%
清仓
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$17.0K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$16.4K
56,948
-3%
减持
—
AQUA METALS INC COM
+$15.9K
31,900
-0%
增持
STLD
STEEL DYNAMICS INC COM
+$15.3K
300
+50%
减持
GM
GENERAL MTRS CO COM
-$12.8K
14,364
-7%
减持
CG
CARLYLE GROUP INC COM
-$11.0K
3,685
-21%
