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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 20
增持 78
减持 40
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
-$2.9M
68,741
+1%
增持
AAPL
APPLE INC COM
-$2.6M
111,561
+2%
减持
ILMN
ILLUMINA INC COM
-$2.0M
29,227
-11%
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
NVDA
NVIDIA CORPORATION COM
-$1.7M
66,226
-0%
增持
ABBV
ABBVIE INC COM
+$1.1M
30,457
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
-$1.1M
34,299
+2%
减持
AVGO
BROADCOM INC COM
-$1.0M
14,828
-2%
增持
BX
BLACKSTONE INC COM
-$933.7K
33,096
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$887.3K
24,950
+3%
增持
AMZN
AMAZON COM INC COM
-$764.1K
27,993
+1%
增持
—
EXXON MOBIL CORP COM
+$742.2K
61,809
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$648.8K
7,027
+3%
清仓
COHR
COHERENT CORP COM
-$568.4K
0
-100%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
+$557.9K
36,300
增持
FLO
FLOWERS FOODS INC COM
-$533.1K
323,567
+0%
增持
RKLB
ROCKET LAB USA INC COM
-$531.7K
76,418
+3%
增持
V
VISA INC COM CL A
+$510.5K
12,243
+2%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$481.9K
18,343
-13%
减持
—
ON HLDG AG NAMEN AKT A
-$465.9K
7,100
-50%
增持
NEM
NEWMONT CORP COM
+$462.2K
39,600
+2%
建仓
HII
HUNTINGTON INGALLS INDS INC COM
+$438.7K
2,150
建仓
EQT
EQT CORP COM
+$427.4K
8,000
增持
GTLS
CHART INDUSTRIES
-$427.4K
13,793
+9%
减持
T
AT&T INC COM
+$421.0K
81,840
-2%
清仓
BAX
BAXTER INTL INC COM
-$417.4K
0
-100%
减持
LLY
ELI LILLY & CO COM
+$412.9K
12,871
-3%
增持
GE
GE AEROSPACE COM NEW
+$411.3K
10,234
+4%
减持
CVS
CVS HEALTH CORP COM
+$409.8K
21,120
-7%
建仓
RDNT
RADNET INC COM
+$392.8K
7,900
增持
AMGN
AMGEN INC COM
+$352.5K
5,159
+7%
增持
DIS
DISNEY WALT CO COM
-$328.7K
31,432
+2%
增持
CVX
CHEVRON CORP NEW COM
+$310.8K
12,876
+1%
增持
CAT
CATERPILLAR INC COM
-$307.1K
9,637
+0%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$295.3K
2,038
+294%
清仓
CCI
CROWN CASTLE INC COM
-$295.0K
0
-100%
建仓
IRDM
IRIDIUM COMMUNICATIONS INC COM
+$286.9K
10,500
增持
APO
APOLLO GLOBAL MGMT INC COM
-$274.7K
16,816
+8%
减持
WM
WASTE MGMT INC DEL COM
+$266.6K
9,188
-0%
增持
MCK
MCKESSON CORP COM
+$261.9K
2,137
+4%
减持
MRK
MERCK & CO INC COM
-$261.6K
26,141
-0%
建仓
WPM
WHEATON PRECIOUS METALS CORP COM
+$256.2K
3,300
清仓
KR
KROGER CO COM
-$245.9K
0
-100%
增持
TIP
ISHARES TIPS BOND ETF
+$245.2K
7,067
+39%
减持
ALB
ALBEMARLE CORP COM
-$244.7K
5,557
-26%
增持
SHEL
SHELL PLC SPON ADS
+$241.9K
5,074
+145%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$239.8K
40,334
+3%
建仓
PSA
PUBLIC STORAGE OPER CO COM
+$239.4K
800
增持
GOOGL
ALPHABET INC CAP STK CL A
-$225.1K
18,019
+13%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$214.4K
14,000
+40%
增持
BA
BOEING CO COM
+$213.9K
8,006
+23%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$210.8K
5,002
-5%
增持
—
LINDE PLC SHS
+$205.7K
3,159
+5%
增持
—
EATON CORP PLC SHS
-$201.9K
4,137
+4%
清仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
-$200.7K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP COM
+$199.8K
1,405
清仓
FLNC
FLUENCE ENERGY INC COM CL A
-$198.5K
0
-100%
增持
SPY
SPDR S&P 500 ETF TRUST
+$190.9K
4,377
+14%
减持
—
MEDTRONIC PLC SHS
-$184.0K
10,375
-26%
增持
DVN
DEVON ENERGY CORP NEW COM
+$182.5K
23,908
+10%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$182.3K
319
+660%
减持
CSCO
CISCO SYS INC COM
-$180.8K
25,837
-14%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$169.7K
3,728
-1%
减持
SNOW
SNOWFLAKE INC CL A
-$162.3K
4,700
-15%
减持
KO
COCA COLA CO COM
+$152.7K
16,975
-1%
增持
GNRC
GENERAC HLDGS INC COM
-$149.9K
7,218
+5%
清仓
EQR
EQUITY RESIDENTIAL SH BEN INT
-$143.5K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$142.6K
7,585
+38%
增持
FSLR
FIRST SOLAR INC COM
-$140.7K
5,153
+15%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$137.5K
2,788
-36%
建仓
OKTA
OKTA INC CL A
+$136.8K
1,300
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$135.1K
1,022
减持
SPGI
S&P GLOBAL INC COM
-$132.8K
6,600
-6%
建仓
CLF
CLEVELAND-CLIFFS INC NEW COM
+$130.9K
15,920
增持
—
CHUBB LIMITED COM
+$130.1K
761
+111%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$129.6K
2,599
-5%
增持
KMI
KINDER MORGAN INC DEL COM
+$125.4K
90,954
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$125.0K
15,549
-1%
减持
SEIC
SEI INVTS CO COM
-$121.3K
8,000
-11%
清仓
IBB
ISHARES BIOTECHNOLOGY ETF
-$119.0K
0
-100%
增持
GILD
GILEAD SCIENCES INC COM
+$114.6K
5,805
+0%
减持
PFE
PFIZER INC COM
-$110.5K
74,994
-1%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$109.8K
2,431
-8%
增持
MO
ALTRIA GROUP INC COM
+$104.2K
9,424
+7%
建仓
AEP
AMERICAN ELEC PWR CO INC COM
+$103.8K
950
增持
C
CITIGROUP INC COM NEW
+$102.9K
30,711
+4%
增持
COST
COSTCO WHSL CORP NEW COM
+$101.2K
1,100
+7%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$99.2K
771
+92%
增持
—
FLUTTER ENTMT PLC SHS
+$97.8K
2,946
+37%
建仓
AVR
ANTERIS TECHNOLOGIES GLOBAL COM
+$94.7K
26,016
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$94.2K
3,300
-30%
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$93.0K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$91.2K
5,059
-0%
减持
MMM
3M CO COM
+$90.4K
7,199
-4%
增持
WPC
WP CAREY INC COM
+$90.1K
8,230
+4%
增持
LMT
LOCKHEED MARTIN CORP COM
+$90.0K
2,660
+18%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$88.8K
1,529
+3%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$88.6K
1,656
+21%
增持
FIX
COMFORT SYS USA INC COM
-$87.9K
906
+1%
增持
FNF
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
+$86.7K
6,870
+7%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$86.6K
41,548
-2%
增持
UBER
UBER TECHNOLOGIES INC COM
+$83.3K
1,850
+117%
增持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$82.5K
31,294
+9%
增持
QXO
QXO INC COM NEW
-$80.1K
82,157
+10%
建仓
—
HESS CORP COM
+$79.9K
500
增持
MA
MASTERCARD INCORPORATED CL A
+$77.3K
1,093
+10%
减持
GRAL
GRAIL INC COM
+$73.7K
10,339
-3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$68.9K
14,000
+9%
增持
EMR
EMERSON ELEC CO COM
-$68.0K
6,569
+3%
增持
BLK
BLACKROCK INC COM
-$63.2K
1,378
+3%
增持
META
META PLATFORMS INC CL A
+$63.2K
2,179
+7%
减持
GLD
SPDR GOLD SHARES
+$61.2K
3,041
-10%
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$61.0K
309
-2%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$57.9K
0
-100%
增持
GEV
GE VERNOVA INC COM
+$57.5K
2,033
+19%
减持
DOW
DOW INC COM
-$57.5K
10,773
-0%
减持
AEM
AGNICO EAGLE MINES LTD COM
+$55.6K
2,876
-12%
建仓
CTAS
CINTAS CORP COM
+$51.4K
250
增持
TSLA
TESLA INC COM
+$48.1K
815
+102%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$47.9K
51,722
+0%
增持
MDLZ
MONDELEZ INTL INC CL A
+$47.4K
4,002
+7%
建仓
—
H & E EQUIPMENT SERVICES INC COM
+$47.4K
500
清仓
CW
CURTISS WRIGHT CORP COM
-$46.8K
0
-100%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$46.4K
100
-69%
建仓
UEIC
UNIVERSAL ELECTRS INC COM
+$44.7K
7,300
减持
CMCSA
COMCAST CORP NEW CL A
-$42.5K
22,623
-3%
减持
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$41.6K
1,327
-1%
建仓
MAIN
MAIN STR CAP CORP COM
+$41.0K
725
减持
RTX
RTX CORPORATION COM
+$40.5K
7,952
-9%
增持
SLB
SCHLUMBERGER LTD COM STK
+$40.3K
6,100
+9%
建仓
PL
PLANET LABS PBC COM CL A
+$38.9K
11,520
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$38.2K
3,529
+20%
增持
CRM
SALESFORCE INC COM
-$38.1K
846
+7%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$36.9K
530
-16%
增持
HD
HOME DEPOT INC COM
+$35.8K
5,928
+8%
减持
INTC
INTEL CORP COM
+$34.4K
13,500
-1%
建仓
ETR
ENTERGY CORP NEW COM
+$34.2K
400
增持
BXMT
BLACKSTONE MTG TR INC COM CL A
+$33.3K
4,410
+40%
增持
HACK
AMPLIFY CYBERSECURITY ETF
+$33.1K
1,550
+48%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$32.6K
295
+22%
增持
MS
MORGAN STANLEY COM NEW
+$31.5K
711
+74%
增持
QCOM
QUALCOMM INC COM
+$30.7K
5,900
+4%
增持
AMAT
APPLIED MATLS INC COM
+$30.5K
2,900
+21%
增持
PRU
PRUDENTIAL FINL INC COM
+$30.5K
9,127
+9%
增持
MKL
MARKEL GROUP INC COM
+$30.1K
150
+3%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$29.6K
21,337
+4%
增持
AMLP
ALERIAN MLP ETF
+$29.4K
3,367
+11%
减持
LUMN
LUMEN TECHNOLOGIES INC COM
-$28.3K
13,456
-12%
清仓
GXO
GXO LOGISTICS INC
-$27.6K
0
-100%
增持
FAST
FASTENAL CO COM
+$25.1K
1,900
+12%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$25.0K
2,001
+11%
