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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 16
增持 79
减持 41
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
FLO
FLOWERS FOODS INC COM
-$9.1M
6,849,120
+0%
增持
AAPL
APPLE INC COM
+$4.3M
110,854
+3%
增持
MSFT
MICROSOFT CORP COM
+$4.0M
70,387
+4%
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
—
ROYALTY PHARMA PLC SHS CLASS A
-$1.4M
0
-100%
减持
CVS
CVS HEALTH CORP COM
-$841.0K
39,132
-3%
减持
NVDA
NVIDIA CORPORATION COM
+$797.5K
6,415
-5%
建仓
—
MEDTRONIC PLC SHS
+$768.7K
9,535
增持
GOOG
ALPHABET INC CAP STK CL C
+$764.2K
33,797
+9%
清仓
FNKO
FUNKO INC COM CL A
-$654.6K
0
-100%
增持
AMZN
AMAZON COM INC COM
+$653.1K
28,482
+5%
增持
SHOP
SHOPIFY INC CL A
+$652.9K
35,710
+17%
增持
PFE
PFIZER INC COM
-$652.6K
72,597
+3%
增持
BX
BLACKSTONE INC COM
+$575.7K
39,202
+1%
增持
WMT
WALMART INC COM
+$544.6K
11,218
+43%
增持
DIS
DISNEY WALT CO COM
+$504.9K
31,680
+3%
增持
PANW
PALO ALTO NETWORKS INC COM
+$479.6K
3,090
+213%
增持
HON
HONEYWELL INTL INC COM
-$456.4K
21,538
+1%
增持
V
VISA INC COM CL A
+$456.3K
12,772
+9%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$419.7K
15,412
+15%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$370.9K
10,952
+58%
建仓
—
LINDE PLC SHS
+$365.7K
1,029
减持
ABT
ABBOTT LABS COM
-$351.6K
28,816
-3%
清仓
—
LINDE PLC SHS
-$350.3K
0
-100%
减持
WYNN
WYNN RESORTS LTD COM
-$349.4K
4,100
-58%
减持
FDX
FEDEX CORP COM
+$331.7K
6,312
-2%
增持
GXO
GXO LOGISTICS INC
+$329.1K
7,740
+438%
增持
ORCL
ORACLE CORP COM
+$323.6K
5,242
+162%
建仓
—
CASI PHARMACEUTICALS INC COM
+$323.2K
139,315
增持
EXAS
EXACT SCIENCES CORP COM
+$310.2K
6,808
+123%
增持
LLY
LILLY ELI & CO COM
-$305.1K
13,799
+0%
增持
JNJ
JOHNSON & JOHNSON COM
-$281.3K
16,543
+3%
减持
AEM
AGNICO EAGLE MINES LTD COM
-$276.2K
6,882
-43%
减持
CVX
CHEVRON CORP NEW COM
-$271.4K
12,608
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$270.2K
4,500
+36%
减持
AFL
AFLAC INC COM
-$270.1K
17,006
-11%
增持
QCOM
QUALCOMM INC COM
+$261.7K
6,111
+30%
清仓
—
CASI PHARMACEUTICALS INC COM
-$260.1K
0
-100%
增持
—
PARAMOUNT GLOBAL CLASS B COM
+$246.4K
23,934
+41%
减持
META
META PLATFORMS INC CL A
+$234.9K
2,893
-8%
清仓
TPL
TEXAS PACIFIC LAND CORPORATION COM
-$234.4K
0
-100%
建仓
ACA
ARCOSA INC COM
+$220.4K
3,493
清仓
ERIE
ERIE INDTY CO CL A
-$216.9K
0
-100%
增持
HD
HOME DEPOT INC COM
+$214.3K
6,041
+22%
增持
AMAT
APPLIED MATLS INC COM
+$211.0K
3,700
+48%
减持
NEE
NEXTERA ENERGY INC COM
-$210.2K
16,209
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$205.5K
6,604
+11%
建仓
HSY
HERSHEY CO COM
+$203.5K
800
增持
GNRC
GENERAC HLDGS INC COM
+$201.4K
2,534
+253%
增持
ZTS
ZOETIS INC CL A
+$196.8K
2,527
+65%
清仓
—
AIR LEASE CORP CL A
-$195.6K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$195.1K
2,364
+12%
增持
SMG
SCOTTS MIRACLE-GRO CO CL A
+$192.5K
6,781
+18%
清仓
OGN
ORGANON & CO
-$187.2K
0
-100%
增持
WM
WASTE MGMT INC DEL COM
+$185.8K
10,815
+7%
清仓
DGX
QUEST DIAGNOSTICS INC COM
-$184.6K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$183.3K
826
-24%
减持
CODI
COMPASS DIVERSIFIED SH BEN INT
-$180.7K
1,875
-84%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$179.0K
2,182
清仓
IBB
ISHARES BIOTECHNOLOGY ETF
-$165.2K
0
-100%
增持
AMN
AMN HEALTHCARE SVCS INC COM
-$163.3K
9,329
+2%
减持
EMR
EMERSON ELEC CO COM
-$162.2K
3,111
-31%
建仓
OTIS
OTIS WORLDWIDE CORP COM
+$161.5K
1,914
增持
AVGO
BROADCOM INC COM
+$155.7K
1,550
+3%
增持
SBUX
STARBUCKS CORP COM
+$152.0K
2,666
+111%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$149.5K
3,590
+112%
增持
GTLS
CHART INDUSTRIES
+$147.1K
6,079
+14%
增持
ABBV
ABBVIE INC COM
+$143.4K
34,685
+4%
减持
BA
BOEING CO COM
+$141.1K
12,282
-5%
建仓
GWW
GRAINGER W W INC COM
+$137.8K
200
增持
NOC
NORTHROP GRUMMAN CORP COM
-$134.5K
1,616
+0%
增持
CSCO
CISCO SYS INC COM
+$133.2K
22,237
+3%
减持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$131.6K
7,199
-8%
减持
OXY
OCCIDENTAL PETE CORP COM
-$130.3K
7,800
-20%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$124.3K
26,026
+4%
减持
YUM
YUM BRANDS INC COM
-$124.3K
950
-51%
清仓
EXC
EXELON CORP COM
-$117.4K
0
-100%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$117.1K
621
+521%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
+$114.5K
360
增持
MRNA
MODERNA INC COM
-$110.3K
4,400
+1%
建仓
XME
SPDR S&P METALS & MINING ETF
+$106.3K
2,000
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$104.7K
724
建仓
RKLB
ROCKET LAB USA INC COM
+$102.3K
25,314
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$101.7K
22,662
-11%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$101.5K
1,089
+1138%
增持
T
AT&T INC COM
+$100.5K
96,370
+1%
增持
QQQ
INVESCO QQQ TRUST
+$100.4K
941
+24%
增持
KMX
CARMAX INC COM
+$99.1K
12,789
+8%
增持
—
TPI COMPOSITES INC COM
+$98.9K
23,553
+15%
减持
INTC
INTEL CORP COM
+$98.6K
29,389
-10%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$96.7K
31,651
-9%
增持
DVN
DEVON ENERGY CORP NEW COM
-$96.7K
29,939
+14%
减持
GEF/B
GREIF INC CL B
-$96.3K
4,389
-21%
增持
PG
PROCTER AND GAMBLE CO COM
+$92.5K
5,765
+14%
增持
JXN
JACKSON FINANCIAL INC COM CL A
+$91.5K
13,536
+13%
减持
SPGI
S&P GLOBAL INC COM
-$89.8K
7,900
-6%
增持
AXP
AMERICAN EXPRESS CO COM
+$89.1K
4,320
+2%
增持
—
LI-CYCLE HOLDINGS CORP COMMON SHARES
+$82.9K
46,384
+24%
增持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$82.2K
14,309
+16%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$80.7K
5,700
-7%
建仓
NVO
NOVO-NORDISK A S ADR
+$79.6K
500
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$78.6K
37,965
+1%
减持
MMM
3M CO COM
-$74.2K
4,668
-1%
减持
—
UNILEVER PLC SPON ADR NEW
-$73.5K
20,012
-9%
增持
PYPL
PAYPAL HLDGS INC COM
+$73.1K
4,796
+17%
减持
BGS
B & G FOODS INC NEW COM
+$72.4K
17,300
-2%
减持
SO
SOUTHERN CO COM
-$71.3K
20,691
-2%
减持
MAR
MARRIOTT INTL INC NEW CL A
-$70.6K
1,960
-26%
增持
COST
COSTCO WHSL CORP NEW COM
+$70.6K
900
+9%
减持
KO
COCA COLA CO COM
-$69.8K
15,975
-4%
增持
GM
GENERAL MTRS CO COM
+$69.3K
15,064
+5%
建仓
NSLR
SURO CAPITAL CORP COM NEW
+$67.4K
18,629
减持
GILD
GILEAD SCIENCES INC COM
-$66.2K
8,098
-6%
增持
—
NEW YORK CMNTY BANCORP INC COM
+$65.8K
40,957
+16%
减持
SEIC
SEI INVTS CO COM
-$65.0K
9,000
-10%
减持
FCX
FREEPORT-MCMORAN INC CL B
+$64.8K
25,602
-1%
增持
CLF
CLEVELAND-CLIFFS INC NEW COM
+$63.1K
28,130
+0%
增持
DOW
DOW INC COM
+$62.6K
13,278
+1%
增持
BP
BP PLC SPONSORED ADR
+$61.7K
18,869
+1%
减持
LMT
LOCKHEED MARTIN CORP COM
-$61.2K
2,325
-3%
增持
BXMT
BLACKSTONE MTG TR INC COM CL A
-$60.3K
26,136
+5%
增持
ALB
ALBEMARLE CORP COM
+$60.1K
2,759
+9%
减持
WPC
WP CAREY INC COM
-$57.5K
15,031
-4%
增持
—
DUPONT DE NEMOURS INC COM
+$56.1K
9,657
+4%
增持
MCD
MCDONALDS CORP COM
+$50.8K
2,388
+2%
增持
C
CITIGROUP INC COM NEW
+$50.3K
24,828
+1%
增持
NEM
NEWMONT CORP COM
+$49.1K
21,800
+1%
清仓
IYK
ISHARES U.S. CONSUMER STAPLES ETF
-$48.7K
0
-100%
建仓
GDX
VANECK GOLD MINERS ETF
+$48.5K
1,500
增持
AMGN
AMGEN INC COM
-$48.0K
4,814
+4%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$47.0K
43,214
-1%
增持
TSLA
TESLA INC COM
+$46.5K
353
+63%
减持
PEP
PEPSICO INC COM
-$45.0K
5,613
-5%
减持
MO
ALTRIA GROUP INC COM
-$43.9K
8,787
-8%
减持
BDX
BECTON DICKINSON & CO COM
-$43.2K
1,857
-6%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$43.0K
3,285
+26%
减持
TFC
TRUIST FINL CORP COM
-$41.5K
4,405
-1%
清仓
XOP
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
-$40.8K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
-$35.8K
5,591
+0%
减持
CRM
SALESFORCE INC COM
+$33.5K
686
-12%
清仓
OXY/WS
OCCIDENTAL PETE CORP WT EXP 080327
-$32.0K
0
-100%
增持
GIS
GENERAL MLS INC COM
+$31.8K
16,441
+0%
增持
CSX
CSX CORP COM
+$31.5K
32,230
+7%
增持
—
PIONEER NAT RES CO COM
-$29.8K
4,448
+8%
增持
TGT
TARGET CORP COM
+$29.0K
400
+60%
减持
NUE
NUCOR CORP COM
+$28.0K
2,400
-8%
增持
MRK
MERCK & CO INC COM
+$27.9K
26,866
+5%
增持
CF
CF INDS HLDGS INC COM
-$27.7K
4,087
+7%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$27.2K
65
+1200%
建仓
GVA
GRANITE CONSTR INC COM
+$26.7K
650
增持
PRU
PRUDENTIAL FINL INC COM
-$26.5K
3,400
+10%
