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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 24
增持 58
减持 52
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION COM
+$5.1M
65,510
+982%
减持
MSFT
MICROSOFT CORP COM
+$4.6M
68,625
-1%
减持
LLY
ELI LILLY & CO COM
+$4.3M
13,536
-1%
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
AAPL
APPLE INC COM
+$2.8M
111,335
+4%
增持
—
EXXON MOBIL CORP COM
+$1.9M
62,998
+19%
清仓
—
PIONEER NAT RES CO COM
-$1.7M
0
-100%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.7M
34,000
+5%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.6M
48,348
+0%
增持
AMZN
AMAZON COM INC COM
+$1.4M
27,830
+7%
减持
ILMN
ILLUMINA INC COM
-$1.4M
32,772
-5%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.2M
3,234
+183%
减持
BA
BOEING CO COM
-$1.1M
8,703
-14%
增持
MCK
MCKESSON CORP COM
+$980.8K
2,170
+251%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$860.8K
14,834
+55%
增持
GTLS
CHART INDUSTRIES
+$807.3K
13,336
+63%
增持
GLW
CORNING INC COM
+$798.2K
34,620
+93%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$785.0K
16,349
+4%
减持
CVS
CVS HEALTH CORP COM
-$755.8K
30,348
-6%
建仓
AES
AES CORP COM
+$748.2K
42,586
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$715.2K
3,634
+45%
减持
AVGO
BROADCOM INC COM
+$671.6K
1,521
-4%
增持
PANW
PALO ALTO NETWORKS INC COM
+$620.9K
5,075
+36%
增持
—
LINDE PLC SHS
+$582.1K
2,845
+75%
减持
CMI
CUMMINS INC COM
-$570.3K
1,466
-64%
减持
INTC
INTEL CORP COM
-$567.6K
16,962
-22%
减持
—
SUPER MICRO COMPUTER INC COM
+$539.4K
1,075
-10%
增持
ALB
ALBEMARLE CORP COM
+$535.5K
9,483
+270%
增持
WMT
WALMART INC COM
+$529.5K
32,866
+206%
增持
ABBV
ABBVIE INC COM
+$497.6K
29,604
+0%
增持
GE
GE AEROSPACE COM NEW
+$466.4K
8,115
+26%
减持
FLR
FLUOR CORP NEW COM
-$462.4K
25,000
-37%
清仓
EXAS
EXACT SCIENCES CORP COM
-$455.2K
0
-100%
建仓
COHR
COHERENT CORP COM
+$434.8K
6,000
增持
C
CITIGROUP INC COM NEW
+$431.4K
28,271
+7%
增持
MRK
MERCK & CO INC COM
+$430.1K
26,516
+1%
清仓
A
AGILENT TECHNOLOGIES INC COM
-$412.9K
0
-100%
增持
NEM
NEWMONT CORP COM
+$412.3K
31,200
+44%
减持
SHOP
SHOPIFY INC CL A
-$411.0K
24,693
-6%
增持
GLD
SPDR GOLD SHARES
+$407.2K
2,656
+210%
增持
COST
COSTCO WHSL CORP NEW COM
+$406.9K
1,100
+38%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$403.4K
35,979
-3%
增持
ADBE
ADOBE INC COM
+$399.0K
860
+552%
增持
V
VISA INC COM CL A
+$397.8K
14,346
+11%
清仓
AMN
AMN HEALTHCARE SVCS INC COM
-$396.6K
0
-100%
建仓
NWSA
NEWS CORP NEW CL A
+$380.5K
13,800
清仓
—
NEW YORK CMNTY BANCORP INC COM
-$372.4K
0
-100%
减持
BX
BLACKSTONE INC COM
-$372.4K
32,951
-3%
建仓
TRMB
TRIMBLE INC COM
+$363.5K
6,500
减持
SPGI
S&P GLOBAL INC COM
-$358.1K
7,000
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$349.5K
6,799
+0%
增持
CRM
SALESFORCE INC COM
+$349.4K
1,919
+251%
减持
CLF
CLEVELAND-CLIFFS INC NEW COM
-$344.8K
11,790
-54%
增持
CL
COLGATE PALMOLIVE CO COM
+$340.8K
4,333
+333%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$326.8K
512
-63%
建仓
SNOW
SNOWFLAKE INC CL A
+$324.2K
2,400
增持
—
EATON CORP PLC SHS
+$323.7K
2,050
+55%
建仓
—
FLUTTER ENTMT PLC SHS
+$322.2K
1,767
增持
BAX
BAXTER INTL INC COM
+$321.5K
14,268
+254%
增持
WM
WASTE MGMT INC DEL COM
+$315.9K
9,219
+0%
建仓
HSY
HERSHEY CO COM
+$312.5K
1,700
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$310.2K
40,030
-4%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$309.0K
4,125
+154%
建仓
GEV
GE VERNOVA INC COM
+$304.9K
1,778
减持
SLB
SCHLUMBERGER LTD COM STK
-$292.6K
5,600
-48%
减持
JXN
JACKSON FINANCIAL INC COM CL A
+$284.2K
12,384
-0%
增持
OKE
ONEOK INC NEW COM
+$277.8K
18,320
+6%
减持
PSNL
PERSONALIS INC COM
-$275.4K
292,489
-1%
清仓
BWA
BORGWARNER INC COM
-$265.3K
0
-100%
减持
FDX
FEDEX CORP COM
-$261.1K
700
-62%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$261.1K
2,867
+15%
建仓
HUBS
HUBSPOT INC COM
+$248.9K
422
减持
FSLR
FIRST SOLAR INC COM
+$235.8K
4,480
-0%
清仓
DGII
DIGI INTL INC COM
-$235.6K
0
-100%
建仓
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$231.3K
315
增持
MRNA
MODERNA INC COM
+$227.2K
6,776
+17%
增持
EMR
EMERSON ELEC CO COM
+$225.8K
4,798
+54%
建仓
IBB
ISHARES BIOTECHNOLOGY ETF
+$219.6K
1,600
清仓
KOF
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP
-$217.7K
0
-100%
建仓
FLNC
FLUENCE ENERGY INC COM CL A
+$216.8K
12,500
减持
—
UNILEVER PLC SPON ADR NEW
-$214.6K
5,012
-50%
建仓
MKL
MARKEL GROUP INC COM
+$214.3K
136
建仓
KR
KROGER CO COM
+$210.8K
4,222
清仓
—
WOLFSPEED INC COM
-$208.9K
0
-100%
建仓
NSSC
NAPCO SEC TECHNOLOGIES INC COM
+$207.8K
4,000
减持
UNH
UNITEDHEALTH GROUP INC COM
-$204.2K
238
-61%
建仓
SNPS
SYNOPSYS INC COM
+$204.1K
343
清仓
AEM
AGNICO EAGLE MINES LTD COM
-$202.7K
0
-100%
清仓
LW
LAMB WESTON HLDGS INC COM
-$200.1K
0
-100%
减持
RTX
RTX CORPORATION COM
+$188.9K
13,952
-3%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$187.4K
1,755
-8%
建仓
—
CLEARWATER ANALYTICS HLDGS INC CL A
+$185.2K
10,000
减持
CF
CF INDS HLDGS INC COM
-$185.0K
3,023
-41%
清仓
—
BARRICK GOLD CORP COM
-$180.9K
0
-100%
增持
AMGN
AMGEN INC COM
+$180.1K
5,014
+4%
减持
ABT
ABBOTT LABS COM
-$179.7K
27,118
-0%
减持
META
META PLATFORMS INC CL A
+$178.0K
2,108
-16%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$177.0K
25,658
-2%
建仓
GM
GENERAL MTRS CO COM
+$176.5K
3,800
清仓
WTAI
WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND
-$175.9K
0
-100%
增持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$173.2K
26,214
+15%
增持
PRU
PRUDENTIAL FINL INC COM
+$173.0K
8,519
+7%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$172.0K
6,789
建仓
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$169.0K
432
减持
AXP
AMERICAN EXPRESS CO COM
+$167.8K
4,220
-2%
建仓
XME
SPDR S&P METALS & MINING ETF
+$160.2K
2,700
减持
EFX
EQUIFAX INC COM
-$156.1K
6,729
-7%
减持
DIS
DISNEY WALT CO COM
+$154.0K
31,696
-4%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$149.6K
2,005
+24%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$145.6K
18,050
-27%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$143.7K
2,831
+10%
增持
ORCL
ORACLE CORP COM
+$142.5K
3,812
+2%
减持
GILD
GILEAD SCIENCES INC COM
-$138.3K
6,269
-11%
减持
NEE
NEXTERA ENERGY INC COM
+$133.3K
13,964
-1%
减持
WPC
WP CAREY INC COM
-$129.8K
8,156
-9%
增持
JNJ
JOHNSON & JOHNSON COM
-$128.5K
15,845
+2%
清仓
WPM
WHEATON PRECIOUS METALS CORP COM
-$128.3K
0
-100%
减持
CMCSA
COMCAST CORP NEW CL A
-$125.9K
23,965
-1%
减持
WYNN
WYNN RESORTS LTD COM
-$123.0K
2,800
-32%
减持
T
AT&T INC COM
+$120.9K
86,143
-5%
增持
GNRC
GENERAC HLDGS INC COM
+$114.5K
7,224
+11%
减持
KMI
KINDER MORGAN INC DEL COM
-$112.0K
107,989
-16%
减持
NUE
NUCOR CORP COM
-$111.0K
1,500
-25%
清仓
LECO
LINCOLN ELEC HLDGS INC COM
-$108.7K
0
-100%
建仓
FLG
NEW YORK CMNTY BANCORP INC COM NEW
+$108.6K
33,740
减持
—
WALGREENS BOOTS ALLIANCE INC COM
-$103.3K
4,200
-29%
增持
NVO
NOVO-NORDISK A S ADR
+$100.3K
1,500
+36%
减持
—
PARAMOUNT GLOBAL CLASS B COM
-$99.9K
21,753
-1%
减持
GXO
GXO LOGISTICS INC
-$98.2K
3,470
-22%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$98.1K
5,800
+4900%
增持
MA
MASTERCARD INCORPORATED CL A
+$98.0K
867
+30%
增持
FLO
FLOWERS FOODS INC COM
-$97.5K
323,468
+0%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$96.7K
730
-41%
增持
PFE
PFIZER INC COM
+$95.8K
77,794
+8%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$95.5K
1,253
+1%
减持
AMAT
APPLIED MATLS INC COM
+$95.0K
2,600
-19%
增持
AFL
AFLAC INC COM
+$93.8K
13,629
+0%
减持
SO
SOUTHERN CO COM
-$91.9K
17,334
-15%
减持
DOW
DOW INC COM
-$90.9K
12,831
-9%
增持
DVN
DEVON ENERGY CORP NEW COM
+$90.1K
28,133
+2%
清仓
GWW
GRAINGER W W INC COM
-$89.5K
0
-100%
增持
KO
COCA COLA CO COM
+$88.7K
17,075
+1%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$86.7K
2,500
+150%
增持
OXY
OCCIDENTAL PETE CORP COM
+$85.6K
7,800
+15%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$84.9K
37,157
-3%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$81.1K
1,100
减持
FCX
FREEPORT-MCMORAN INC CL B
+$78.2K
20,937
-5%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$76.6K
900
+125%
减持
CVX
CHEVRON CORP NEW COM
+$75.4K
12,541
-1%
建仓
—
HESS CORP COM
+$73.8K
500
增持
KGS
KODIAK GAS SVCS INC COM
+$70.3K
7,000
+17%
