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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 2
增持 43
减持 86
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO COM
-$1.8M
13,235
-2%
减持
AAPL
APPLE INC COM
+$1.6M
109,510
-1%
减持
JPM
JPMORGAN CHASE & CO. COM
+$1.4M
48,224
-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。
增持
RKLB
ROCKET LAB USA INC COM
+$1.2M
74,522
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$925.1K
15,699
+123%
减持
AVGO
BROADCOM INC COM
+$883.6K
15,128
-1%
减持
CVS
CVS HEALTH CORP COM
-$783.9K
22,747
-21%
减持
NVDA
NVIDIA CORPORATION COM
+$761.0K
66,437
-1%
减持
MSFT
MICROSOFT CORP COM
-$739.2K
68,202
-0%
减持
—
EXXON MOBIL CORP COM
-$736.7K
61,437
-2%
减持
GOOG
ALPHABET INC CAP STK CL C
+$689.4K
33,663
-2%
减持
AMZN
AMAZON COM INC COM
+$684.2K
27,759
-4%
减持
GTLS
CHART INDUSTRIES
+$664.8K
12,673
-10%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$633.3K
15,606
+0%
减持
BX
BLACKSTONE INC COM
+$578.9K
32,246
-1%
增持
ABBV
ABBVIE INC COM
-$533.7K
29,932
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$520.2K
5,272
+76%
减持
SHOP
SHOPIFY INC CL A
+$503.6K
21,003
-3%
增持
NEM
NEWMONT CORP COM
-$493.2K
38,950
+7%
清仓
MRNA
MODERNA INC COM
-$452.0K
0
-100%
清仓
MKC
MCCORMICK & CO INC COM NON VTG
-$419.7K
0
-100%
减持
CCI
CROWN CASTLE INC COM
-$416.8K
3,250
-46%
减持
DIS
DISNEY WALT CO COM
+$411.8K
30,813
-2%
减持
KMI
KINDER MORGAN INC DEL COM
+$396.3K
90,129
-4%
减持
MRK
MERCK & CO INC COM
-$391.8K
26,216
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$385.3K
2,735
-6%
减持
HON
HONEYWELL INTL INC COM
+$367.0K
20,534
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$366.6K
39,254
+10%
减持
UNP
UNION PAC CORP COM
-$358.8K
18,121
-1%
减持
FSLR
FIRST SOLAR INC COM
-$350.0K
4,495
-2%
清仓
CMI
CUMMINS INC COM
-$345.2K
0
-100%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$344.9K
15,909
-1%
减持
EFX
EQUIFAX INC COM
-$313.5K
6,529
-3%
增持
CRBG
COREBRIDGE FINL INC COM
+$307.0K
20,000
+100%
减持
DVN
DEVON ENERGY CORP NEW COM
-$286.1K
21,743
-15%
减持
DOW
DOW INC COM
-$282.3K
10,806
-18%
减持
V
VISA INC COM CL A
+$272.1K
11,961
-6%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$264.8K
12,800
+45%
减持
FHN
FIRST HORIZON CORPORATION COM
-$264.5K
10,000
-67%
增持
SNOW
SNOWFLAKE INC CL A
+$263.5K
5,500
+8%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$261.9K
20,437
-2%
减持
PFE
PFIZER INC COM
-$258.1K
75,794
-3%
增持
TIP
ISHARES TIPS BOND ETF
+$256.3K
5,067
+97%
减持
GE
GE AEROSPACE COM NEW
-$251.6K
9,815
-2%
清仓
OLN
OLIN CORP COM PAR $1
-$239.9K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$236.4K
39,772
-1%
清仓
ROP
ROPER TECHNOLOGIES INC COM
-$234.1K
0
-100%
清仓
NUE
NUCOR CORP COM
-$225.5K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP COM
-$224.6K
2,260
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$223.7K
24,186
-3%
清仓
CF
CF INDS HLDGS INC COM
-$223.2K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$219.3K
36,953
-2%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$214.5K
51,527
+4%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$213.5K
1,371
+204%
清仓
WPM
WHEATON PRECIOUS METALS CORP COM
-$207.7K
0
-100%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$204.0K
3,751
+7%
清仓
PKB
INVESCO BUILDING & CONSTRUCTION ETF
-$201.3K
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$200.7K
9,400
增持
—
EATON CORP PLC SHS
+$194.5K
3,997
+17%
增持
SPY
SPDR S&P 500 ETF TRUST
+$190.3K
3,852
+7%
清仓
PINS
PINTEREST INC CL A
-$189.6K
0
-100%
减持
NEE
NEXTERA ENERGY INC COM
-$186.6K
13,214
-1%
清仓
PSA
PUBLIC STORAGE OPER CO COM
-$181.9K
0
-100%
减持
—
CASI PHARMACEUTICALS INC COM
-$180.3K
30,091
-30%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$179.8K
2,931
减持
—
ON HLDG AG NAMEN AKT A
-$175.1K
14,200
-25%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$171.5K
0
-100%
减持
RTX
RTX CORPORATION COM
-$168.8K
8,752
-10%
减持
CSCO
CISCO SYS INC COM
+$163.4K
29,987
-1%
增持
GIS
GENERAL MLS INC COM
-$161.2K
16,070
+0%
减持
ZTS
ZOETIS INC CL A
-$155.5K
277
-73%
减持
ALB
ALBEMARLE CORP COM
-$150.6K
7,492
-11%
减持
—
PATRIA INVESTMENTS LIMITED COM CL A
-$147.9K
18,400
-43%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$146.6K
4,379
-13%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$136.8K
1,267
+20%
减持
AMAT
APPLIED MATLS INC COM
-$135.0K
2,400
-8%
增持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$133.1K
28,789
+6%
增持
BAX
BAXTER INTL INC COM
-$125.3K
14,313
+0%
减持
CMCSA
COMCAST CORP NEW CL A
-$123.4K
23,377
-2%
增持
—
LINDE PLC SHS
-$120.5K
3,022
+4%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$114.0K
900
-44%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$113.9K
1,479
-3%
减持
PRU
PRUDENTIAL FINL INC COM
-$111.1K
8,342
-8%
增持
AFL
AFLAC INC COM
-$111.0K
13,338
+0%
增持
EMR
EMERSON ELEC CO COM
+$110.9K
6,360
+3%
减持
INTC
INTEL CORP COM
-$109.6K
13,574
-17%
减持
GEV
GE VERNOVA INC COM
+$102.4K
1,712
-5%
减持
MMM
3M CO COM
-$101.4K
7,490
-4%
增持
PYPL
PAYPAL HLDGS INC COM
+$100.0K
4,083
+28%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$99.0K
0
-100%
减持
LHX
L3HARRIS TECHNOLOGIES INC COM
-$98.9K
948
-24%
清仓
GSK
GSK PLC SPONSORED ADR
-$97.3K
0
-100%
减持
ILMN
ILLUMINA INC COM
+$94.4K
32,692
-0%
减持
MDLZ
MONDELEZ INTL INC CL A
-$92.8K
3,752
-13%
减持
NVO
NOVO-NORDISK A S ADR
-$91.1K
1,432
-20%
增持
—
FLUTTER ENTMT PLC SHS
+$90.1K
2,147
+10%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$89.7K
10,000
+25%
增持
FIX
COMFORT SYS USA INC COM
+$88.8K
896
+20%
清仓
PLD
PROLOGIS INC. COM
-$88.4K
0
-100%
减持
BLK
BLACKROCK INC COM
+$87.6K
1,334
-1%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$80.2K
5,485
+22%
增持
GRAL
GRAIL INC COM
+$76.9K
10,662
+29%
清仓
AEP
AMERICAN ELEC PWR CO INC COM
-$71.8K
0
-100%
清仓
SOXX
ISHARES SEMICONDUCTOR ETF
-$71.3K
0
-100%
减持
—
TPI COMPOSITES INC COM
-$71.2K
16,213
-28%
减持
WMB
WILLIAMS COS INC COM
+$68.4K
10,774
-4%
减持
WPC
WP CAREY INC COM
-$66.4K
7,880
-1%
增持
PANW
PALO ALTO NETWORKS INC COM
+$65.5K
11,332
+94%
清仓
NFE
NEW FORTRESS ENERGY INC COM CL A
-$65.1K
0
-100%
减持
F
FORD MTR CO COM
-$64.9K
18,391
-21%
增持
ADBE
ADOBE INC COM
-$63.1K
1,196
+4%
减持
GNRC
GENERAC HLDGS INC COM
-$62.5K
6,863
-3%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$60.6K
42,470
-3%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$59.2K
5,083
+2%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$54.4K
206
-59%
减持
T
AT&T INC COM
+$52.6K
83,155
-1%
减持
GSBD
GOLDMAN SACHS BDC INC SHS
-$52.3K
20,745
-6%
减持
JXN
JACKSON FINANCIAL INC COM CL A
-$52.3K
12,375
-0%
减持
KMX
CARMAX INC COM
+$52.2K
12,787
-0%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$52.0K
1,800
-11%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$51.9K
2,113
-9%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$50.2K
1,347
+6%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$49.7K
421
+115%
减持
BDX
BECTON DICKINSON & CO COM
-$49.1K
1,757
-5%
减持
BP
BP PLC SPONSORED ADR
-$47.0K
17,119
-3%
减持
ORCL
ORACLE CORP COM
-$45.8K
3,112
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$45.3K
6,825
+0%
减持
BA
BOEING CO COM
+$45.0K
6,506
-11%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$44.9K
402
-24%
减持
PWR
QUANTA SVCS INC COM
-$42.9K
103
-59%
增持
CG
CARLYLE GROUP INC COM
+$41.7K
2,315
+33%
清仓
CTAS
CINTAS CORP COM
-$41.2K
0
-100%
减持
GLW
CORNING INC COM
+$40.5K
36,120
-3%
减持
MCD
MCDONALDS CORP COM
-$40.1K
2,266
-1%
减持
ENB
ENBRIDGE INC COM
+$39.8K
22,609
-0%
减持
ED
CONSOLIDATED EDISON INC COM
-$37.0K
2,073
-3%
增持
MTB
M & T BK CORP COM
+$36.9K
1,966
+5%
减持
COST
COSTCO WHSL CORP NEW COM
-$36.0K
1,025
-7%
增持
PG
PROCTER AND GAMBLE CO COM
-$35.8K
6,470
+0%
增持
NKE
NIKE INC CL B
-$34.8K
5,511
+8%
减持
—
PARAMOUNT GLOBAL CLASS B COM
-$34.6K
17,327
-15%
减持
TSLA
TESLA INC COM
+$33.9K
404
-18%
增持
QXO
QXO INC COM NEW
+$33.4K
75,000
+2%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$33.0K
15,256
-5%
增持
COP
CONOCOPHILLIPS COM
-$32.5K
6,268
+1%
增持
MKL
MARKEL GROUP INC COM
+$32.3K
145
+4%
减持
BXMT
BLACKSTONE MTG TR INC COM CL A
-$31.7K
3,155
-31%
增持
BGS
B & G FOODS INC NEW COM
-$28.9K
14,605
+0%
减持
KHC
KRAFT HEINZ CO COM
-$28.1K
6,300
-0%
减持
NSLR
SURO CAPITAL CORP COM NEW
+$27.8K
25,536
-16%
