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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
减持 149
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
FLO
FLOWERS FOODS INC COM
-$154.2M
323,344
-95%
减持
MSFT
MICROSOFT CORP COM
-$26.1M
69,215
-50%
减持
AAPL
APPLE INC COM
-$20.7M
107,041
-50%
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
JPM
JPMORGAN CHASE & CO COM
-$8.2M
48,318
-50%
减持
LLY
ELI LILLY & CO COM
-$7.9M
13,612
-50%
减持
—
EXXON MOBIL CORP COM
-$5.3M
53,080
-50%
减持
ILMN
ILLUMINA INC COM
-$4.9M
34,562
-50%
减持
GOOG
ALPHABET INC CAP STK CL C
-$4.6M
32,364
-50%
减持
ABBV
ABBVIE INC COM
-$4.6M
29,555
-50%
减持
BX
BLACKSTONE INC COM
-$4.5M
34,003
-50%
减持
HON
HONEYWELL INTL INC COM
-$4.3M
20,664
-50%
减持
UNP
UNION PAC CORP COM
-$4.3M
17,488
-50%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$4.3M
26,051
-50%
减持
AMZN
AMAZON COM INC COM
-$4.1M
26,050
-51%
减持
SPGI
S&P GLOBAL INC COM
-$3.5M
7,900
-50%
减持
V
VISA INC COM CL A
-$3.4M
12,935
-50%
减持
NVDA
NVIDIA CORPORATION COM
-$3.0M
6,057
-50%
减持
ABT
ABBOTT LABS COM
-$3.0M
27,233
-50%
减持
DIS
DISNEY WALT CO COM
-$3.0M
33,150
-50%
减持
MRK
MERCK & CO INC COM
-$2.9M
26,166
-50%
减持
CAT
CATERPILLAR INC COM
-$2.8M
9,608
-50%
减持
BA
BOEING CO COM
-$2.7M
10,135
-50%
减持
CVS
CVS HEALTH CORP COM
-$2.5M
32,271
-50%
减持
JNJ
JOHNSON & JOHNSON COM
-$2.4M
15,595
-50%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.4M
6,775
-50%
减持
KMI
KINDER MORGAN INC DEL COM
-$2.3M
127,989
-50%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$2.2M
15,699
-50%
减持
PFE
PFIZER INC COM
-$2.1M
72,279
-50%
减持
SHOP
SHOPIFY INC CL A
-$2.0M
26,213
-50%
减持
HD
HOME DEPOT INC COM
-$1.9M
5,500
-50%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$1.9M
36,983
-50%
减持
CVX
CHEVRON CORP NEW COM
-$1.9M
12,646
-50%
清仓
PEBO
PEOPLES BANCORP INC COM
-$1.8M
0
-100%
减持
EFX
EQUIFAX INC COM
-$1.8M
7,229
-50%
减持
AVGO
BROADCOM INC COM
-$1.8M
1,586
-50%
减持
—
PIONEER NAT RES CO COM
-$1.8M
7,713
-50%
减持
WMT
WALMART INC COM
-$1.7M
10,757
-50%
减持
WM
WASTE MGMT INC DEL COM
-$1.7M
9,217
-50%
减持
FLR
FLUOR CORP NEW COM
-$1.6M
39,600
-51%
减持
T
AT&T INC COM
-$1.5M
90,898
-50%
减持
CSCO
CISCO SYS INC COM
-$1.5M
28,837
-50%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$1.5M
41,606
-50%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$1.4M
38,394
-50%
减持
SO
SOUTHERN CO COM
-$1.4M
20,486
-50%
减持
AMGN
AMGEN INC COM
-$1.4M
4,814
-50%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$1.4M
2,495
-51%
减持
C
CITIGROUP INC COM NEW
-$1.4M
26,491
-50%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$1.3M
47,648
-50%
减持
DVN
DEVON ENERGY CORP NEW COM
-$1.2M
27,448
-50%
减持
OKE
ONEOK INC NEW COM
-$1.2M
17,320
-50%
减持
RTX
RTX CORPORATION COM
-$1.2M
14,402
-50%
减持
BLDR
BUILDERS FIRSTSOURCE INC COM
-$1.2M
7,210
-50%
减持
GTLS
CHART INDUSTRIES
-$1.1M
8,198
-50%
减持
QCOM
QUALCOMM INC COM
-$1.1M
7,811
-50%
减持
CFG
CITIZENS FINL GROUP INC COM
-$1.1M
34,000
-50%
减持
AFL
AFLAC INC COM
-$1.1M
13,617
-50%
减持
—
BLACKROCK INC COM
-$1.1M
1,344
-51%
减持
PANW
PALO ALTO NETWORKS INC COM
-$1.1M
3,729
-50%
减持
INTC
INTEL CORP COM
-$1.1M
21,749
-50%
减持
CMCSA
COMCAST CORP NEW CL A
-$1.1M
24,273
-50%
减持
—
MEDTRONIC PLC SHS
-$1.1M
12,800
-50%
减持
CSX
CSX CORP COM
-$1.0M
30,000
-50%
减持
GIS
GENERAL MLS INC COM
-$1.0M
15,818
-50%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$1.0M
2,505
-50%
减持
LMT
LOCKHEED MARTIN CORP COM
-$1.0M
2,260
-50%
减持
KO
COCA COLA CO COM
-$998.1K
16,937
-50%
减持
PG
PROCTER AND GAMBLE CO COM
-$984.3K
6,717
-50%
减持
KMX
CARMAX INC COM
-$977.1K
12,733
-50%
减持
CMI
CUMMINS INC COM
-$976.2K
4,075
-50%
减持
PEP
PEPSICO INC COM
-$959.6K
5,625
-50%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$939.3K
22,065
-50%
减持
NEM
NEWMONT CORP COM
-$894.0K
21,600
-50%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$890.6K
9,557
-50%
减持
META
META PLATFORMS INC CL A
-$884.9K
2,500
-50%
减持
KEY
KEYCORP COM
-$881.3K
61,200
-50%
减持
NEE
NEXTERA ENERGY INC COM
-$855.5K
14,084
-50%
减持
GNRC
GENERAC HLDGS INC COM
-$854.9K
6,505
-50%
减持
PRU
PRUDENTIAL FINL INC COM
-$825.3K
7,958
-50%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$825.1K
5,328
-50%
减持
GE
GE AEROSPACE COM NEW
-$823.7K
6,453
-50%
减持
EHC
ENCOMPASS HEALTH CORP COM
-$822.7K
12,330
-50%
减持
MMM
3M CO COM
-$816.1K
7,465
-50%
减持
ENB
ENBRIDGE INC COM
-$815.6K
22,642
-50%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$813.0K
5,700
-50%
减持
AXP
AMERICAN EXPRESS CO COM
-$809.3K
4,320
-50%
减持
FSLR
FIRST SOLAR INC COM
-$774.2K
4,494
-50%
减持
DOW
DOW INC COM
-$771.5K
14,069
-50%
减持
IRM
IRON MTN INC DEL COM
-$744.8K
10,643
-50%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$723.3K
1,530
-50%
减持
COP
CONOCOPHILLIPS COM
-$721.1K
6,213
-50%
减持
WST
WEST PHARMACEUTICAL SVSC INC COM
-$704.2K
2,000
-50%
减持
MCD
MCDONALDS CORP COM
-$683.9K
2,266
-50%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$683.5K
49,527
-50%
减持
—
LINDE PLC SHS
-$666.2K
1,622
-50%
减持
PM
PHILIP MORRIS INTL INC COM
-$658.6K
7,000
-50%
减持
JXN
JACKSON FINANCIAL INC COM CL A
-$635.4K
12,411
-50%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$630.7K
10,500
-50%
减持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
-$629.5K
22,774
-50%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$628.7K
2,400
-50%
减持
PSNL
PERSONALIS INC COM
-$628.5K
294,097
-50%
减持
BP
BP PLC SPONSORED ADR
-$623.7K
17,619
-50%
减持
GLW
CORNING INC COM
-$592.4K
17,956
-52%
减持
—
DUPONT DE NEMOURS INC COM
-$587.9K
7,642
-50%
减持
WPC
WP CAREY INC COM
-$583.6K
8,930
-50%
减持
MRNA
MODERNA INC COM
-$577.4K
5,806
-50%
减持
SEIC
SEI INVTS CO COM
-$572.0K
9,000
-50%
减持
GILD
GILEAD SCIENCES INC COM
-$568.4K
7,016
-50%
减持
SLB
SCHLUMBERGER LTD COM STK
-$556.8K
10,700
-50%
减持
—
ON HLDG AG NAMEN AKT A
-$552.9K
19,000
-52%
减持
—
PATRIA INVESTMENTS LIMITED COM CL A
-$549.1K
32,400
-52%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$544.5K
5,611
-50%
减持
SPY
SPDR S&P 500 ETF TRUST
-$543.3K
1,143
-50%
减持
COST
COSTCO WHSL CORP NEW COM
-$528.1K
800
-50%
减持
CLF
CLEVELAND-CLIFFS INC NEW COM
-$526.2K
25,770
-50%
减持
AMAT
APPLIED MATLS INC COM
-$518.6K
3,200
-50%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$496.8K
2,581
-50%
减持
—
UNILEVER PLC SPON ADR NEW
-$490.2K
10,112
-50%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$485.1K
1,900
-50%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$482.1K
1,374
-50%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$477.1K
5,600
-50%
减持
FDX
FEDEX CORP COM
-$471.0K
1,862
-50%
减持
RPM
RPM INTL INC COM
-$468.8K
4,200
-50%
减持
EXAS
EXACT SCIENCES CORP COM
-$455.2K
6,153
-50%
减持
BDX
BECTON DICKINSON & CO COM
-$452.8K
1,857
-50%
减持
FHN
FIRST HORIZON CORPORATION COM
-$424.8K
30,000
-50%
减持
CF
CF INDS HLDGS INC COM
-$413.1K
5,146
-50%
减持
A
AGILENT TECHNOLOGIES INC COM
-$412.9K
2,970
-50%
减持
OXY
OCCIDENTAL PETE CORP COM
-$406.0K
6,800
-50%
减持
AMN
AMN HEALTHCARE SVCS INC COM
-$396.6K
5,296
-50%
减持
ORCL
ORACLE CORP COM
-$395.8K
3,754
-50%
减持
—
TE CONNECTIVITY LTD SHS
-$393.4K
2,800
-50%
减持
WMB
WILLIAMS COS INC COM
-$392.7K
11,274
-50%
减持
—
EVEREST GROUP LTD COM
-$388.9K
1,100
-50%
减持
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$388.2K
1,240
-50%
减持
DTE
DTE ENERGY CO COM
-$385.9K
3,500
-50%
减持
CI
THE CIGNA GROUP COM
-$385.1K
1,286
-50%
减持
EMN
EASTMAN CHEM CO COM
-$381.7K
4,250
-50%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$379.9K
8,000
-50%
减持
RKLB
ROCKET LAB USA INC COM
-$379.6K
68,647
-50%
减持
ALB
ALBEMARLE CORP COM
-$377.5K
2,563
-50%
减持
WYNN
WYNN RESORTS LTD COM
-$373.6K
4,100
-50%
减持
EOG
EOG RES INC COM
-$373.1K
3,085
-50%
减持
—
NEW YORK CMNTY BANCORP INC COM
-$372.4K
36,400
-50%
减持
TIP
ISHARES TIPS BOND ETF
-$371.3K
3,454
-50%
减持
L
LOEWS CORP COM
-$368.1K
5,290
-50%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$357.0K
5,600
-50%
减持
MO
ALTRIA GROUP INC COM
-$355.3K
8,807
-50%
减持
XBI
SPDR S&P BIOTECH ETF
-$348.2K
3,900
-50%
减持
NUE
NUCOR CORP COM
-$348.1K
2,000
-50%
减持
—
SUPER MICRO COMPUTER INC COM
-$341.4K
1,201
-50%
