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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 6
增持 141
减持 1
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
+$30.0M
138,733
+97%
增持
AAPL
APPLE INC COM
+$22.6M
214,760
+96%
增持
FLO
FLOWERS FOODS INC COM
+$9.6M
7,173,749
+5%
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。
增持
JPM
JPMORGAN CHASE & CO COM
+$9.4M
96,682
+99%
增持
LLY
ELI LILLY & CO COM
+$8.8M
27,224
+106%
增持
UNP
UNION PAC CORP COM
+$5.2M
34,976
+107%
增持
BX
BLACKSTONE INC COM
+$5.1M
68,381
+88%
增持
HON
HONEYWELL INTL INC COM
+$4.8M
41,328
+100%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$4.8M
52,102
+99%
增持
GOOG
ALPHABET INC CAP STK CL C
+$4.8M
65,048
+95%
增持
AMZN
AMAZON COM INC COM
+$4.7M
52,840
+99%
增持
ABBV
ABBVIE INC COM
+$4.6M
59,210
+94%
增持
—
EXXON MOBIL CORP COM
+$4.3M
106,160
+99%
增持
SPGI
S&P GLOBAL INC COM
+$4.1M
15,800
+100%
增持
V
VISA INC COM CL A
+$3.7M
26,020
+93%
增持
NVDA
NVIDIA CORPORATION COM
+$3.4M
12,137
+101%
增持
DIS
DISNEY WALT CO COM
+$3.3M
66,300
+100%
增持
ABT
ABBOTT LABS COM
+$3.2M
54,466
+92%
增持
BA
BOEING CO COM
+$3.2M
20,310
+85%
增持
ILMN
ILLUMINA INC COM
+$3.2M
69,424
+47%
增持
CAT
CATERPILLAR INC COM
+$3.1M
19,216
+100%
增持
MRK
MERCK & CO INC COM
+$3.0M
52,332
+97%
增持
CVS
CVS HEALTH CORP COM
+$2.7M
64,542
+86%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.5M
13,575
+103%
增持
JNJ
JOHNSON & JOHNSON COM
+$2.5M
31,215
+100%
增持
SHOP
SHOPIFY INC CL A
+$2.4M
52,426
+74%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.4M
31,503
+107%
增持
KMI
KINDER MORGAN INC DEL COM
+$2.4M
255,978
+97%
增持
AVGO
BROADCOM INC COM
+$2.2M
3,172
+103%
增持
EFX
EQUIFAX INC COM
+$2.2M
14,458
+96%
增持
HD
HOME DEPOT INC COM
+$2.2M
11,040
+101%
增持
—
PIONEER NAT RES CO COM
+$2.0M
15,511
+142%
增持
WM
WASTE MGMT INC DEL COM
+$1.8M
18,434
+90%
增持
CSCO
CISCO SYS INC COM
+$1.7M
57,674
+163%
增持
PFE
PFIZER INC COM
+$1.7M
144,558
+97%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$1.7M
74,006
+103%
增持
WMT
WALMART INC COM
+$1.7M
21,514
+100%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.7M
5,010
+349%
增持
CVX
CHEVRON CORP NEW COM
+$1.6M
25,307
+100%
增持
T
AT&T INC COM
+$1.6M
181,796
+93%
增持
C
CITIGROUP INC COM NEW
+$1.6M
52,982
+94%
增持
WY
WEYERHAEUSER CO MTN BE COM NEW
+$1.6M
83,397
+96%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$1.6M
76,788
+85%
增持
SO
SOUTHERN CO COM
+$1.5M
40,972
+97%
增持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$1.5M
14,420
+100%
增持
AMGN
AMGEN INC COM
+$1.5M
9,628
+100%
增持
CMI
CUMMINS INC COM
+$1.4M
8,150
+268%
增持
INTC
INTEL CORP COM
+$1.4M
43,498
+91%
增持
RTX
RTX CORPORATION COM
+$1.4M
28,804
+95%
增持
CFG
CITIZENS FINL GROUP INC COM
+$1.3M
68,000
+100%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.3M
7,458
+102%
增持
OKE
ONEOK INC NEW COM
+$1.3M
34,640
+100%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$1.3M
5,080
+86%
增持
—
MEDTRONIC PLC SHS
+$1.3M
25,600
+134%
增持
QCOM
QUALCOMM INC COM
+$1.2M
15,622
+70%
增持
—
BLACKROCK INC COM
+$1.2M
2,722
+78%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.2M
13,434
+144%
增持
CSX
CSX CORP COM
+$1.2M
60,000
+99%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$1.1M
95,296
+87%
增持
KEY
KEYCORP COM
+$1.1M
122,400
+100%
增持
LMT
LOCKHEED MARTIN CORP COM
+$1.1M
4,520
+96%
增持
KO
COCA COLA CO COM
+$1.1M
33,874
+111%
增持
MMM
3M CO COM
+$1.1M
14,930
+146%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$1.1M
11,400
+119%
增持
GIS
GENERAL MLS INC COM
+$1.0M
31,636
+100%
增持
KMX
CARMAX INC COM
+$1.0M
25,466
+98%
增持
DVN
DEVON ENERGY CORP NEW COM
+$1.0M
54,896
+81%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$1.0M
44,130
+89%
增持
PEP
PEPSICO INC COM
+$1.0M
11,275
+111%
增持
META
META PLATFORMS INC CL A
+$1.0M
5,000
+97%
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$993.6K
5,162
增持
GNRC
GENERAC HLDGS INC COM
+$975.2K
13,120
+98%
增持
NEM
NEWMONT CORP COM
+$975.1K
43,200
+96%
增持
AXP
AMERICAN EXPRESS CO COM
+$974.1K
8,640
+100%
增持
CMCSA
COMCAST CORP NEW CL A
+$973.0K
48,546
+86%
增持
AFL
AFLAC INC COM
+$971.8K
27,234
+64%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$971.5K
10,656
+93%
增持
PRU
PRUDENTIAL FINL INC COM
+$936.6K
15,916
+112%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$923.4K
19,114
+100%
增持
—
LINDE PLC SHS
+$920.5K
3,244
+193%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$920.0K
12,907
+96%
增持
ENB
ENBRIDGE INC COM
+$879.6K
45,284
+100%
增持
GTLS
CHART INDUSTRIES
+$877.6K
16,556
+103%
增持
FSLR
FIRST SOLAR INC COM
+$837.0K
8,988
+104%
增持
IRM
IRON MTN INC DEL COM
+$833.7K
21,286
+93%
增持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$825.6K
45,548
+188%
增持
NEE
NEXTERA ENERGY INC COM
+$819.5K
28,168
+81%
增持
EHC
ENCOMPASS HEALTH CORP COM
+$817.2K
24,660
+100%
增持
DOW
DOW INC COM
+$799.5K
28,138
+95%
增持
JXN
JACKSON FINANCIAL INC COM CL A
+$787.6K
24,822
+96%
增持
SPY
SPDR S&P 500 ETF TRUST
+$782.6K
2,286
+222%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$759.0K
3,075
+99%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$704.6K
4,800
+100%
增持
COP
CONOCOPHILLIPS COM
+$703.6K
12,426
+102%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$683.4K
99,054
+103%
建仓
—
SUPER MICRO COMPUTER INC COM
+$682.8K
2,402
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
+$681.1K
21,000
+100%
增持
MCD
MCDONALDS CORP COM
+$669.3K
4,572
+75%
增持
PM
PHILIP MORRIS INTL INC COM
+$669.1K
14,000
+100%
增持
WST
WEST PHARMACEUTICAL SVSC INC COM
+$658.1K
4,000
+100%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$653.8K
2,748
+172%
增持
WPC
WP CAREY INC COM
+$634.7K
17,935
+84%
增持
GILD
GILEAD SCIENCES INC COM
+$612.3K
14,032
+101%
增持
FLR
FLUOR CORP NEW COM
+$611.6K
80,400
+16%
增持
—
DUPONT DE NEMOURS INC COM
+$605.8K
15,284
+100%
增持
SEIC
SEI INVTS CO COM
+$601.8K
18,000
+100%
清仓
OKTA
OKTA INC CL A
-$599.1K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$594.4K
11,222
+100%
增持
AMAT
APPLIED MATLS INC COM
+$594.2K
6,400
+100%
建仓
TOST
TOAST INC CL A
+$591.6K
32,400
增持
CLF
CLEVELAND-CLIFFS INC NEW COM
+$589.3K
51,540
+74%
增持
BP
BP PLC SPONSORED ADR
+$553.6K
35,238
+97%
增持
COST
COSTCO WHSL CORP NEW COM
+$547.7K
1,600
+78%
增持
RPM
RPM INTL INC COM
+$539.5K
8,400
+100%
增持
MA
MASTERCARD INCORPORATED CL A
+$530.6K
1,374
+881%
增持
FHN
FIRST HORIZON CORPORATION COM
+$519.0K
60,000
+100%
减持
PSNL
PERSONALIS INC COM
+$515.0K
593,394
-2%
增持
—
ON HLDG AG NAMEN AKT A
+$495.0K
39,500
+93%
增持
A
AGILENT TECHNOLOGIES INC COM
+$493.7K
5,940
+100%
增持
—
EATON CORP PLC SHS
+$488.9K
2,650
+279%
增持
—
UNILEVER PLC SPON ADR NEW
+$480.9K
20,224
+100%
增持
WYNN
WYNN RESORTS LTD COM
+$479.1K
8,200
+183%
增持
TIP
ISHARES TIPS BOND ETF
+$476.3K
6,908
+169%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$476.2K
16,000
+167%
清仓
GM
GENERAL MTRS CO COM
-$474.8K
0
-100%
增持
RKLB
ROCKET LAB USA INC COM
+$471.8K
137,294
+109%
增持
MRNA
MODERNA INC COM
+$470.4K
11,612
+75%
增持
MCK
MCKESSON CORP COM
+$463.4K
1,263
+353%
增持
SLB
SCHLUMBERGER LTD COM STK
+$460.7K
21,400
+91%
增持
GLW
CORNING INC COM
+$455.0K
37,412
+67%
增持
—
TE CONNECTIVITY LTD SHS
+$440.9K
5,600
+100%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$438.9K
2,480
+100%
增持
EMN
EASTMAN CHEM CO COM
+$437.4K
8,500
+100%
增持
—
CASI PHARMACEUTICALS INC COM
+$435.8K
87,382
+18%
建仓
PINS
PINTEREST INC CL A
+$434.0K
11,716
增持
EXAS
EXACT SCIENCES CORP COM
+$428.9K
12,306
+74%
增持
BDX
BECTON DICKINSON & CO COM
+$425.5K
3,714
+100%
增持
DTE
DTE ENERGY CO COM
+$424.3K
7,000
+100%
建仓
—
WOLFSPEED INC COM
+$417.8K
9,602
增持
XBI
SPDR S&P BIOTECH ETF
+$411.7K
7,800
+100%
增持
WMB
WILLIAMS COS INC COM
+$405.5K
22,548
+100%
建仓
AEM
AGNICO EAGLE MINES LTD COM
+$405.5K
7,392
增持
L
LOEWS CORP COM
+$401.4K
10,580
+100%
增持
FNF
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
+$398.4K
13,118
+100%
增持
SSD
SIMPSON MFG INC COM
+$395.6K
3,214
+100%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$387.0K
11,290
+82%
增持
GD
GENERAL DYNAMICS CORP COM
+$377.1K
2,528
+100%
增持
OXY
OCCIDENTAL PETE CORP COM
+$370.9K
13,600
+100%
增持
—
EVEREST GROUP LTD COM
+$369.0K
2,200
+100%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$365.2K
3,068
+90%
