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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 48
减持 83
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
FLO
FLOWERS FOODS INC COM
-$17.3M
6,851,347
+0%
减持
ILMN
ILLUMINA INC COM
-$3.8M
53,362
-10%
增持
AAPL
APPLE INC COM
+$3.2M
110,988
+0%
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。
减持
ABBV
ABBVIE INC COM
-$1.8M
27,344
-21%
增持
LLY
ELI LILLY & CO COM
+$1.8M
13,860
+0%
减持
MSFT
MICROSOFT CORP COM
+$1.8M
64,731
-8%
减持
PSNL
PERSONALIS INC COM
-$1.6M
617,411
-39%
增持
JPM
JPMORGAN CHASE & CO COM
+$860.7K
48,996
+2%
减持
GIS
GENERAL MLS INC COM
-$813.0K
7,719
-53%
减持
NVDA
NVIDIA CORPORATION COM
+$804.9K
6,115
-5%
减持
—
DUCKHORN PORTFOLIO INC COM
-$804.8K
59,994
-40%
减持
PFE
PFIZER INC COM
-$781.7K
59,440
-18%
减持
CVS
CVS HEALTH CORP COM
-$641.7K
32,781
-16%
增持
GOOG
ALPHABET INC CAP STK CL C
+$628.5K
34,251
+1%
减持
AMZN
AMAZON COM INC COM
+$555.8K
26,831
-6%
减持
DIS
DISNEY WALT CO COM
-$536.1K
29,525
-7%
减持
CVX
CHEVRON CORP NEW COM
-$526.9K
9,725
-23%
建仓
CMI
CUMMINS INC COM
+$469.2K
1,914
减持
—
UNILEVER PLC SPON ADR NEW
-$460.0K
11,112
-44%
增持
GTLS
CHART INDUSTRIES
+$459.0K
7,643
+26%
减持
WMT
WALMART INC COM
-$441.0K
7,717
-31%
减持
T
AT&T INC COM
-$439.2K
88,773
-8%
减持
AMGN
AMGEN INC COM
-$405.8K
3,414
-29%
清仓
PSN
PARSONS CORP DEL COM
-$402.7K
0
-100%
减持
SO
SOUTHERN CO COM
-$370.2K
15,225
-26%
增持
GNRC
GENERAC HLDGS INC COM
+$364.1K
4,277
+69%
增持
V
VISA INC COM CL A
+$343.3K
13,571
+6%
增持
KOD
KODIAK SCIENCES INC COM
+$331.3K
119,000
+51%
减持
SHOP
SHOPIFY INC CL A
+$330.1K
31,610
-11%
减持
MCD
MCDONALDS CORP COM
-$329.4K
1,134
-53%
减持
—
STRATASYS LTD SHS
-$328.1K
2,000
-91%
增持
QCOM
QUALCOMM INC COM
+$316.8K
9,211
+51%
减持
ABT
ABBOTT LABS COM
-$315.9K
23,867
-17%
减持
SKIN
THE BEAUTY HEALTH COMPANY COM CL A
-$314.2K
44,100
-18%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$299.4K
36,465
-4%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
-$298.4K
0
-100%
清仓
XBI
SPDR S&P BIOTECH ETF
-$297.2K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW COM
-$293.0K
0
-100%
减持
BDX
BECTON DICKINSON & CO COM
-$288.0K
650
-65%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$286.7K
35,877
-14%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$278.1K
7,090
+97%
减持
JNJ
JOHNSON & JOHNSON COM
-$274.8K
13,832
-16%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$268.7K
3,200
-44%
增持
PRU
PRUDENTIAL FINL INC COM
+$267.4K
6,220
+83%
增持
—
PIONEER NAT RES CO COM
+$265.6K
5,667
+27%
减持
WPC
WP CAREY INC COM
-$259.0K
13,398
-11%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$250.0K
15,444
+0%
增持
KMX
CARMAX INC COM
+$249.4K
12,802
+0%
增持
SLB
SCHLUMBERGER LTD COM STK
+$245.7K
11,200
+81%
减持
FLR
FLUOR CORP NEW COM
-$238.1K
71,646
-6%
建仓
SSD
SIMPSON MFG INC COM
+$222.6K
1,607
减持
EFX
EQUIFAX INC COM
-$220.6K
7,365
-24%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$217.6K
32,362
-25%
增持
RKLB
ROCKET LAB USA INC COM
+$217.2K
53,245
+110%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$216.6K
6,615
+0%
建仓
A
AGILENT TECHNOLOGIES INC COM
+$212.8K
1,770
建仓
KR
KROGER CO COM
+$211.4K
4,497
增持
PANW
PALO ALTO NETWORKS INC COM
+$209.9K
3,237
+5%
增持
L
LOEWS CORP COM
+$204.5K
5,290
+180%
减持
BA
BOEING CO COM
-$202.1K
11,399
-7%
减持
MRNA
MODERNA INC COM
-$193.3K
3,971
-10%
减持
—
PATRIA INVESTMENTS LIMITED COM CL A
-$187.4K
78,800
-11%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$180.6K
2,112
-30%
减持
SJM
SMUCKER J M CO COM NEW
-$179.2K
2,251
-31%
增持
DGII
DIGI INTL INC COM
+$152.4K
17,453
+10%
清仓
TFC
TRUIST FINL CORP COM
-$150.2K
0
-100%
减持
INTC
INTEL CORP COM
-$146.0K
24,346
-17%
增持
—
MEDTRONIC PLC SHS
+$141.8K
10,335
+8%
减持
FDX
FEDEX CORP COM
-$137.8K
5,262
-17%
增持
CMCSA
COMCAST CORP NEW CL A
+$134.6K
27,266
+4%
清仓
CCI
CROWN CASTLE INC COM
-$133.8K
0
-100%
增持
NEM
NEWMONT CORP COM
-$130.1K
22,000
+1%
建仓
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$124.1K
3,950
减持
LNG
CHENIERE ENERGY INC COM NEW
-$123.1K
944
-44%
减持
IRM
IRON MTN INC DEL COM
-$122.7K
8,533
-26%
减持
MMM
3M CO COM
-$121.4K
3,689
-21%
减持
AES
AES CORP COM
-$120.4K
7,186
-36%
减持
JXN
JACKSON FINANCIAL INC COM CL A
-$120.4K
12,611
-7%
清仓
UBSI
UNITED BANKSHARES INC WEST VA COM
-$111.7K
0
-100%
减持
—
CASI PHARMACEUTICALS INC COM
-$107.7K
86,214
-38%
清仓
XME
SPDR S&P METALS & MINING ETF
-$106.3K
0
-100%
清仓
ABBNY
ABB LTD SPONSORED ADR
-$106.0K
0
-100%
减持
CTVA
CORTEVA INC COM
-$104.3K
2,280
-41%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$99.3K
23,702
-7%
减持
HD
HOME DEPOT INC COM
-$97.3K
5,426
-10%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$95.4K
5,528
+17%
减持
NEE
NEXTERA ENERGY INC COM
-$94.9K
15,559
-4%
减持
PYPL
PAYPAL HLDGS INC COM
-$92.9K
4,066
-15%
增持
WMB
WILLIAMS COS INC COM
+$91.0K
11,274
+22%
增持
ALB
ALBEMARLE CORP COM
+$89.5K
3,135
+14%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$89.3K
400
-64%
减持
OXY
OCCIDENTAL PETE CORP COM
-$87.1K
6,800
-13%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$86.6K
4,698
+74%
建仓
TTEK
TETRA TECH INC NEW COM
+$81.9K
500
增持
DVN
DEVON ENERGY CORP NEW COM
+$81.3K
33,026
+10%
减持
GD
GENERAL DYNAMICS CORP COM
-$80.9K
1,264
-18%
减持
WM
WASTE MGMT INC DEL COM
-$79.8K
9,716
-10%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$79.6K
1,033
+10%
清仓
NVO
NOVO-NORDISK A S ADR
-$79.6K
0
-100%
减持
CSX
CSX CORP COM
+$79.5K
30,630
-5%
减持
—
NEW YORK CMNTY BANCORP INC COM
+$79.3K
40,000
-2%
减持
UFI
UNIFI INC COM NEW
-$78.9K
6,334
-60%
增持
COST
COSTCO WHSL CORP NEW COM
+$77.7K
975
+8%
减持
ENB
ENBRIDGE INC COM
-$77.5K
23,862
-6%
减持
—
DUPONT DE NEMOURS INC COM
-$75.7K
8,642
-11%
增持
C
CITIGROUP INC COM NEW
+$75.6K
26,928
+8%
减持
—
TPI COMPOSITES INC COM
-$74.0K
22,505
-4%
清仓
WTRG
ESSENTIAL UTILS INC COM
-$72.7K
0
-100%
减持
GXO
GXO LOGISTICS INC
-$72.1K
5,070
-34%
减持
ZTS
ZOETIS INC CL A
-$71.5K
2,027
-20%
增持
EW
EDWARDS LIFESCIENCES CORP COM
+$70.6K
1,325
+101%
增持
DAL
DELTA AIR LINES INC DEL COM NEW
+$67.3K
5,195
+1%
减持
F
FORD MTR CO DEL COM
+$67.2K
29,037
-2%
减持
AMN
AMN HEALTHCARE SVCS INC COM
+$67.1K
7,707
-17%
减持
AEM
AGNICO EAGLE MINES LTD COM
-$67.0K
5,677
-18%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$63.8K
25,974
-0%
减持
GILD
GILEAD SCIENCES INC COM
-$63.2K
7,898
-2%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$57.6K
10,500
-10%
减持
VOO
VANGUARD S&P 500 ETF
-$54.5K
1
-99%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$50.9K
2,000
-39%
增持
DOW
DOW INC COM
+$47.5K
14,558
+10%
减持
WYNN
WYNN RESORTS LTD COM
-$47.0K
3,900
-5%
增持
CF
CF INDS HLDGS INC COM
+$45.4K
4,922
+20%
清仓
ETB
EATON VANCE TAX MNGED BUY WRIT COM
-$41.8K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$40.2K
54,448
-4%
减持
BXMT
BLACKSTONE MTG TR INC COM CL A
+$40.1K
24,346
-7%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$40.0K
19,421
-39%
减持
MRK
MERCK & CO INC COM
+$39.9K
25,116
-7%
增持
RTX
RTX CORPORATION COM
+$39.5K
11,352
+4%
增持
SPY
SPDR S&P 500 ETF TRUST
+$39.3K
664
+7%
增持
TSLA
TESLA INC COM
+$38.8K
428
+21%
增持
—
EATON CORP PLC SHS
+$38.0K
700
+17%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$37.2K
1,231
-19%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
-$37.0K
5,598
+0%
减持
BGS
B & G FOODS INC NEW COM
-$36.2K
16,700
-3%
建仓
FBIN
FORTUNE BRANDS INNOVATIONS INC COM
+$36.0K
500
减持
—
STERIS PLC SHS USD
+$35.9K
1,350
-4%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$34.6K
919
+6%
增持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$34.6K
6,992
+3%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$29.8K
501
-31%
减持
ACA
ARCOSA INC COM
+$29.1K
3,293
-6%
减持
MAR
MARRIOTT INTL INC NEW CL A
-$28.8K
1,615
-18%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$28.2K
1,290
+18%
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$27.6K
29,491
+30%
减持
CSCO
CISCO SYS INC COM
-$27.4K
21,937
-1%
增持
CLF
CLEVELAND-CLIFFS INC NEW COM
-$26.1K
29,205
+4%
减持
CG
CARLYLE GROUP INC COM
-$24.5K
2,528
-25%
减持
UEIC
UNIVERSAL ELECTRS INC COM
-$24.3K
27,317
-4%
增持
LMT
LOCKHEED MARTIN CORP COM
-$24.1K
2,335
+0%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$23.7K
257
+351%
