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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 22
增持 62
减持 51
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$2.4M
110,771
-1%
建仓
BLK
BLACKROCK INC COM
+$1.3M
1,348
减持
MSFT
MICROSOFT CORP COM
-$1.2M
68,525
-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。
建仓
QXO
QXO INC COM NEW
+$1.2M
73,500
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.1M
25,061
-2%
清仓
FLR
FLUOR CORP NEW COM
-$1.1M
0
-100%
清仓
—
BLACKROCK INC COM
-$1.0M
0
-100%
减持
BX
BLACKSTONE INC COM
+$901.6K
32,527
-1%
清仓
—
SUPER MICRO COMPUTER INC COM
-$880.8K
0
-100%
增持
ILMN
ILLUMINA INC COM
+$853.4K
32,775
+0%
增持
ABBV
ABBVIE INC COM
+$775.0K
29,637
+0%
增持
NEM
NEWMONT CORP COM
+$636.6K
36,350
+17%
增持
GE
GE AEROSPACE COM NEW
+$598.6K
10,015
+23%
增持
CCI
CROWN CASTLE INC COM
+$565.2K
6,000
+300%
增持
UNP
UNION PAC CORP COM
+$534.3K
18,221
+4%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$521.0K
3,000
增持
GOOG
ALPHABET INC CAP STK CL C
-$514.9K
34,221
+1%
增持
—
EATON CORP PLC SHS
+$489.3K
3,416
+67%
减持
BA
BOEING CO COM
-$477.5K
7,278
-16%
建仓
NKE
NIKE INC CL B
+$451.8K
5,111
清仓
—
TE CONNECTIVITY LTD SHS
-$421.2K
0
-100%
建仓
MKC
MCCORMICK & CO INC COM NON VTG
+$419.7K
5,100
增持
JPM
JPMORGAN CHASE & CO. COM
+$416.4K
48,351
+0%
增持
RKLB
ROCKET LAB USA INC COM
+$389.5K
74,139
+7%
建仓
—
TE CONNECTIVITY PLC ORD SHS
+$377.5K
2,500
减持
WMT
WALMART INC COM
+$376.0K
32,215
-2%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$375.8K
1,058
-40%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$373.1K
6,820
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$359.4K
35,826
-0%
减持
MRNA
MODERNA INC COM
-$352.7K
6,763
-0%
减持
DVN
DEVON ENERGY CORP NEW COM
-$335.7K
25,506
-9%
增持
GLW
CORNING INC COM
+$331.0K
37,120
+7%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$311.3K
16,079
-2%
增持
SPY
SPDR S&P 500 ETF TRUST
+$307.3K
3,603
+11%
减持
HD
HOME DEPOT INC COM
+$304.2K
5,493
-2%
建仓
CRBG
COREBRIDGE FINL INC COM
+$291.6K
10,000
建仓
FIX
COMFORT SYS USA INC COM
+$291.2K
746
清仓
TOST
TOAST INC CL A
-$288.6K
0
-100%
减持
MRK
MERCK & CO INC COM
-$282.9K
26,416
-0%
增持
FLO
FLOWERS FOODS INC COM
+$282.8K
323,528
+0%
建仓
RGLD
ROYAL GOLD INC COM
+$280.6K
2,000
减持
CRM
SALESFORCE INC COM
-$276.3K
793
-59%
增持
PANW
PALO ALTO NETWORKS INC COM
+$276.0K
5,841
+15%
减持
AFL
AFLAC INC COM
+$273.5K
13,333
-2%
增持
LMT
LOCKHEED MARTIN CORP COM
+$267.2K
2,263
+0%
建仓
ERIE
ERIE INDTY CO CL A
+$266.7K
494
建仓
AEM
AGNICO EAGLE MINES LTD COM
+$263.9K
3,275
减持
LLY
ELI LILLY & CO COM
-$263.7K
13,535
-0%
增持
SNOW
SNOWFLAKE INC CL A
+$261.6K
5,100
+113%
减持
V
VISA INC COM CL A
-$257.3K
12,759
-11%
减持
MMM
3M CO COM
+$254.4K
7,815
-2%
清仓
HUBS
HUBSPOT INC COM
-$248.9K
0
-100%
增持
GLD
SPDR GOLD SHARES
+$244.6K
3,356
+26%
减持
ABT
ABBOTT LABS COM
+$230.3K
26,736
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$222.6K
2,923
+2%
增持
WY
WEYERHAEUSER CO MTN BE COM NEW
+$219.5K
40,047
+0%
减持
RTX
RTX CORPORATION COM
-$219.1K
9,752
-30%
增持
LOW
LOWES COS INC COM
+$217.4K
1,759
+50%
增持
JXN
JACKSON FINANCIAL INC COM CL A
+$210.2K
12,385
+0%
减持
WST
WEST PHARMACEUTICAL SVSC INC COM
-$208.5K
1,500
-25%
清仓
NSSC
NAPCO SEC TECHNOLOGIES INC COM
-$207.8K
0
-100%
建仓
WPM
WHEATON PRECIOUS METALS CORP COM
+$207.7K
3,400
清仓
SNPS
SYNOPSYS INC COM
-$204.1K
0
-100%
建仓
PKB
INVESCO BUILDING & CONSTRUCTION ETF
+$201.3K
2,530
增持
CSCO
CISCO SYS INC COM
+$196.7K
30,287
+2%
减持
T
AT&T INC COM
+$194.6K
83,674
-3%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$192.8K
15,565
+5%
增持
GIS
GENERAL MLS INC COM
+$191.0K
16,060
+2%
增持
KGS
KODIAK GAS SVCS INC COM
+$186.2K
13,000
+86%
清仓
—
CLEARWATER ANALYTICS HLDGS INC CL A
-$185.2K
0
-100%
建仓
PSA
PUBLIC STORAGE OPER CO COM
+$181.9K
500
增持
AVGO
BROADCOM INC COM
+$181.7K
15,210
+900%
清仓
CLF
CLEVELAND-CLIFFS INC NEW COM
-$181.4K
0
-100%
增持
—
DUPONT DE NEMOURS INC COM
+$178.8K
8,605
+18%
清仓
GM
GENERAL MTRS CO COM
-$176.5K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$171.5K
1,616
减持
GNRC
GENERAC HLDGS INC COM
+$171.5K
7,091
-2%
增持
GTLS
CHART INDUSTRIES
-$171.2K
14,127
+6%
增持
CSX
CSX CORP COM
+$165.2K
33,847
+13%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$164.7K
37,789
+2%
清仓
XME
SPDR S&P METALS & MINING ETF
-$160.2K
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$156.3K
1,091
+26%
增持
GEV
GE VERNOVA INC COM
+$155.8K
1,807
+2%
建仓
EQR
EQUITY RESIDENTIAL SH BEN INT
+$148.9K
2,000
增持
EMR
EMERSON ELEC CO COM
+$148.8K
6,193
+29%
减持
NEE
NEXTERA ENERGY INC COM
+$145.1K
13,414
-4%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$143.7K
8,800
+52%
减持
INTC
INTEL CORP COM
-$143.5K
16,274
-4%
增持
—
FLUTTER ENTMT PLC SHS
+$142.6K
1,959
+11%
减持
GXO
GXO LOGISTICS INC
-$142.2K
635
-82%
减持
META
META PLATFORMS INC CL A
+$142.1K
2,105
-0%
减持
—
MEDTRONIC PLC SHS
+$140.5K
13,975
-2%
减持
PNC
PNC FINL SVCS GROUP INC COM
+$139.6K
4,983
-1%
增持
—
LINDE PLC SHS
+$137.5K
2,906
+2%
增持
FSLR
FIRST SOLAR INC COM
+$132.1K
4,579
+2%
减持
OXY
OCCIDENTAL PETE CORP COM
-$130.4K
7,008
-10%
减持
OKE
ONEOK INC NEW COM
+$129.9K
17,820
-3%
减持
DIS
DISNEY WALT CO COM
-$127.9K
31,388
-1%
减持
CVX
CHEVRON CORP NEW COM
-$126.2K
12,464
-1%
减持
NFE
NEW FORTRESS ENERGY INC COM CL A
-$123.2K
7,164
-16%
建仓
FAST
FASTENAL CO COM
+$121.4K
1,700
增持
MCD
MCDONALDS CORP COM
+$119.6K
2,289
+1%
增持
ADBE
ADOBE INC COM
+$117.2K
1,149
+34%
建仓
GRAL
GRAIL INC COM
+$113.4K
8,241
减持
ALB
ALBEMARLE CORP COM
-$110.3K
8,399
-11%
建仓
—
CHUBB LIMITED COM
+$104.1K
361
增持
MCK
MCKESSON CORP COM
-$104.0K
2,353
+8%
增持
PRU
PRUDENTIAL FINL INC COM
+$101.5K
9,082
+7%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
+$99.0K
5,041
-3%
减持
SHOP
SHOPIFY INC CL A
+$98.7K
21,583
-13%
减持
—
EXXON MOBIL CORP COM
+$93.1K
62,664
-1%
增持
PFE
PFIZER INC COM
+$92.3K
78,402
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$90.3K
7,049
+4%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$88.7K
1,273
+2%
建仓
PLD
PROLOGIS INC. COM
+$88.4K
700
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$85.4K
5,631
+0%
减持
TIP
ISHARES TIPS BOND ETF
-$85.2K
2,567
-26%
增持
PG
PROCTER AND GAMBLE CO COM
+$78.4K
6,469
+2%
增持
WYNN
WYNN RESORTS LTD COM
+$75.4K
3,400
+21%
清仓
—
HESS CORP COM
-$73.8K
0
-100%
增持
PYPL
PAYPAL HLDGS INC COM
+$72.6K
3,185
+5%
减持
KMI
KINDER MORGAN INC DEL COM
-$72.5K
93,854
-13%
增持
MTB
M & T BK CORP COM
+$71.9K
1,868
+8%
建仓
AEP
AMERICAN ELEC PWR CO INC COM
+$71.8K
700
建仓
HACK
AMPLIFY CYBERSECURITY ETF
+$71.7K
1,050
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$69.6K
400
-56%
增持
NVDA
NVIDIA CORPORATION COM
+$67.8K
67,201
+3%
增持
FISV
FISERV INC COM
+$65.6K
682
+79%
增持
BAX
BAXTER INTL INC COM
+$65.4K
14,292
+0%
减持
CMCSA
COMCAST CORP NEW CL A
+$62.3K
23,959
-0%
减持
CMI
CUMMINS INC COM
-$60.8K
1,066
-27%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$60.4K
505
+43%
减持
SBUX
STARBUCKS CORP COM
-$59.4K
1,165
-48%
减持
GILD
GILEAD SCIENCES INC COM
+$56.2K
5,801
-7%
增持
FANG
DIAMONDBACK ENERGY INC COM
-$54.4K
2,012
+0%
增持
C
CITIGROUP INC COM NEW
+$53.3K
29,511
+4%
增持
WM
WASTE MGMT INC DEL COM
-$52.8K
9,220
+0%
清仓
GVA
GRANITE CONSTR INC COM
-$52.7K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC COM
-$50.8K
0
-100%
增持
MO
ALTRIA GROUP INC COM
+$49.1K
8,823
+0%
减持
F
FORD MTR CO COM
-$47.6K
23,391
-0%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$47.0K
4,485
+9%
减持
WPC
WP CAREY INC COM
+$46.7K
7,956
-2%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$46.5K
2,631
-7%
减持
FDX
FEDEX CORP COM
-$45.7K
600
-14%
减持
TRV
TRAVELERS COMPANIES INC COM
+$44.4K
1,508
-1%
增持
PWR
QUANTA SVCS INC COM
+$42.9K
253
+98%
增持
INTU
INTUIT COM
+$40.0K
256
+41%
增持
SSD
SIMPSON MFG INC COM
+$37.1K
1,610
+0%
减持
TRN
TRINITY INDS INC COM
+$35.8K
9,100
-3%
