小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 24
增持 61
减持 53
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
+$8.4M
68,792
+0%
增持
NVDA
NVIDIA CORPORATION COM
+$3.4M
66,693
+1%
建仓
RKLB
ROCKET LAB CORP COM
+$2.7M
76,515
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
JPM
JPMORGAN CHASE & CO. COM
+$2.6M
49,835
+3%
减持
AAPL
APPLE INC COM
-$2.1M
110,733
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.8M
27,267
+9%
清仓
RKLB
ROCKET LAB USA INC COM
-$1.4M
0
-100%
增持
AMZN
AMAZON COM INC COM
+$1.2M
29,623
+6%
减持
AVGO
BROADCOM INC COM
+$1.1M
13,035
-12%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$1.1M
4,540
+123%
减持
FLO
FLOWERS FOODS INC COM
-$981.2K
323,520
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$961.3K
16,679
+7%
减持
ABBV
ABBVIE INC COM
-$860.6K
29,742
-2%
增持
KO
COCA COLA CO COM
+$820.1K
28,775
+70%
增持
WMT
WALMART INC COM
+$743.5K
36,527
+13%
减持
GOOG
ALPHABET INC CAP STK CL C
+$702.4K
34,167
-0%
减持
DIS
DISNEY WALT CO COM
+$692.0K
30,597
-3%
增持
GE
GE AEROSPACE COM NEW
+$685.7K
10,622
+4%
减持
LLY
ELI LILLY & CO COM
-$680.0K
12,765
-1%
建仓
RKT
ROCKET COS INC COM CL A
+$660.8K
46,600
减持
QXO
QXO INC COM NEW
+$648.9K
81,770
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$612.9K
39,902
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$612.1K
1,680
-35%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$547.6K
18,919
+5%
建仓
COIN
COINBASE GLOBAL INC COM CL A
+$545.0K
1,555
增持
GEV
GE VERNOVA INC COM
+$520.0K
2,156
+6%
增持
C
CITIGROUP INC COM NEW
+$517.1K
31,688
+3%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$437.6K
3,962
+6%
增持
PANW
PALO ALTO NETWORKS INC COM
+$414.9K
12,157
+0%
减持
GLD
SPDR GOLD SHARES
-$407.7K
1,537
-49%
清仓
NWSA
NEWS CORP NEW CL A
-$375.6K
0
-100%
增持
META
META PLATFORMS INC CL A
+$373.1K
2,207
+1%
减持
NEM
NEWMONT CORP COM
+$371.9K
39,200
-1%
减持
CVX
CHEVRON CORP NEW COM
-$367.6K
12,476
-3%
增持
AXP
AMERICAN EXPRESS CO COM
+$352.8K
4,999
+8%
减持
—
EATON CORP PLC SHS
+$343.4K
4,112
-1%
建仓
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$339.0K
2,392
建仓
PEJ
INVESCO LEISURE AND ENTERTAINMENT ETF
+$319.2K
5,610
减持
BX
BLACKSTONE INC COM
+$310.9K
33,006
-0%
建仓
GGME
INVESCO NEXT GEN MEDIA AND GAMING ETF
+$310.7K
5,063
增持
APO
APOLLO GLOBAL MGMT INC COM
+$309.2K
18,411
+9%
建仓
APP
APPLOVIN CORP COM CL A
+$297.6K
850
增持
GRAL
GRAIL INC COM
+$290.6K
10,787
+4%
增持
NKE
NIKE INC CL B
+$290.3K
9,011
+64%
清仓
IRDM
IRIDIUM COMMUNICATIONS INC COM
-$286.9K
0
-100%
减持
CAT
CATERPILLAR INC COM
+$279.9K
8,908
-8%
增持
FSLR
FIRST SOLAR INC COM
+$279.8K
5,626
+9%
增持
MCK
MCKESSON CORP COM
+$279.5K
2,344
+10%
建仓
KBWP
INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF
+$270.1K
2,199
建仓
SJM
SMUCKER J M CO COM NEW
+$265.2K
2,701
增持
—
FLUTTER ENTMT PLC SHS
+$265.2K
3,212
+9%
增持
SPY
SPDR S&P 500 ETF TRUST
+$263.9K
4,390
+0%
建仓
PNQI
INVESCO NASDAQ INTERNET ETF
+$244.3K
4,680
增持
PHO
INVESCO WATER RESOURCES ETF
+$235.0K
7,765
+63%
减持
GTLS
CHART INDUSTRIES
+$229.4K
13,487
-2%
建仓
PRN
INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF
+$228.5K
1,455
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$218.5K
8,154
+16%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$214.2K
770
-62%
减持
GLW
CORNING INC COM
+$207.7K
36,176
-2%
清仓
ERIE
ERIE INDTY CO CL A
-$207.0K
0
-100%
清仓
CLX
CLOROX CO DEL COM
-$206.2K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP COM
+$200.5K
287
增持
JNJ
JOHNSON & JOHNSON COM
-$199.8K
15,895
+0%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$199.1K
756
-54%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$195.5K
16,000
+14%
减持
AMGN
AMGEN INC COM
-$194.7K
5,059
-2%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$194.1K
506
+59%
增持
EMR
EMERSON ELEC CO COM
+$188.1K
6,813
+4%
建仓
PINS
PINTEREST INC CL A
+$186.8K
5,209
清仓
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-$183.9K
0
-100%
增持
SYY
SYSCO CORP COM
+$177.1K
6,442
+56%
增持
GNRC
GENERAC HLDGS INC COM
+$167.9K
7,556
+5%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$166.9K
1,139
-3%
减持
SNOW
SNOWFLAKE INC COM SHS
+$163.4K
3,800
-19%
减持
KMX
CARMAX INC COM
-$158.0K
12,474
-2%
减持
CSCO
CISCO SYS INC COM
+$156.5K
25,237
-2%
增持
PRU
PRUDENTIAL FINL INC COM
+$154.7K
10,927
+20%
建仓
RGTI
RIGETTI COMPUTING INC COMMON STOCK
+$148.3K
12,500
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$147.2K
1,900
-42%
清仓
CAG
CONAGRA BRANDS INC COM
-$141.4K
0
-100%
清仓
OKTA
OKTA INC CL A
-$136.8K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$135.1K
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$133.1K
41,448
-0%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$130.4K
6,700
+18%
增持
QCOM
QUALCOMM INC COM
+$128.9K
6,500
+10%
减持
CRM
SALESFORCE INC COM
-$128.6K
361
-57%
建仓
CW
CURTISS WRIGHT CORP COM
+$125.1K
256
建仓
MP
MP MATERIALS CORP COM CL A
+$119.8K
3,600
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$114.9K
1,916
+3732%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$111.6K
1,664
-53%
减持
FIX
COMFORT SYS USA INC COM
+$109.1K
748
-17%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE COM
+$99.1K
408
减持
RTX
RTX CORPORATION COM
-$96.6K
6,552
-18%
增持
COP
CONOCOPHILLIPS COM
-$95.4K
6,272
+0%
减持
ALB
ALBEMARLE CORP COM
-$93.6K
4,892
-12%
减持
BLDR
BUILDERS FIRSTSOURCE INC COM
-$92.7K
6,925
-4%
减持
BA
BOEING CO COM
+$92.7K
6,959
-13%
增持
DVN
DEVON ENERGY CORP NEW COM
-$92.6K
25,197
+5%
建仓
TPR
TAPESTRY INC COM
+$92.6K
1,055
建仓
LBRT
LIBERTY ENERGY INC COM CL A
+$91.8K
8,000
增持
V
VISA INC COM CL A
+$91.3K
12,342
+1%
增持
LMT
LOCKHEED MARTIN CORP COM
+$90.0K
2,760
+4%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$88.5K
125
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$87.6K
15,943
-13%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$87.3K
7,400
-2%
减持
SPGI
S&P GLOBAL INC COM
-$84.3K
6,200
-6%
减持
—
DUPONT DE NEMOURS INC COM
-$84.0K
8,145
-5%
减持
FCX
FREEPORT-MCMORAN INC CL B
+$82.5K
20,537
-4%
减持
BP
BP PLC SPONSORED ADR
-$81.0K
16,619
-3%
建仓
IWM
ISHARES RUSSELL 2000 ETF
+$80.1K
371
减持
PG
PROCTER AND GAMBLE CO COM
-$78.0K
6,271
-1%
增持
T
AT&T INC COM
+$75.8K
82,594
+1%
增持
MMM
3M CO COM
+$70.7K
7,409
+3%
增持
TSLA
TESLA INC COM
+$69.6K
884
+8%
增持
F
FORD MTR CO COM
+$69.2K
23,191
+27%
增持
—
LINDE PLC SHS
+$67.5K
3,279
+4%
减持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
-$66.7K
30,762
-2%
增持
ED
CONSOLIDATED EDISON INC COM
+$66.7K
2,949
+42%
减持
BLK
BLACKROCK INC COM
+$66.1K
1,306
-5%
减持
KMI
KINDER MORGAN INC DEL COM
+$61.7K
90,361
-1%
清仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$58.4K
0
-100%
建仓
VST
VISTRA CORP COM
+$58.1K
300
增持
WPC
WP CAREY INC COM
+$56.4K
9,230
+12%
增持
GD
GENERAL DYNAMICS CORP COM
+$54.8K
1,370
+8%
增持
PL
PLANET LABS PBC COM CL A
+$54.2K
15,261
+32%
增持
CTVA
CORTEVA INC COM
+$53.5K
3,881
+4%
增持
PEP
PEPSICO INC COM
-$53.1K
6,315
+7%
清仓
—
H & E EQUIPMENT SERVICES INC COM
-$47.4K
0
-100%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
+$46.3K
150
清仓
ZTS
ZOETIS INC CL A
-$45.6K
0
-100%
增持
MS
MORGAN STANLEY COM NEW
+$45.4K
911
+28%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$43.9K
989
+5%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$43.2K
37,741
+2%
减持
HSY
HERSHEY CO COM
-$42.8K
1,700
-11%
增持
NEE
NEXTERA ENERGY INC COM
+$42.8K
14,314
+7%
增持
SLB
SCHLUMBERGER LTD COM STK
-$42.0K
6,300
+3%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$41.9K
361
+22%
减持
CMCSA
COMCAST CORP NEW CL A
-$39.2K
22,291
-1%
增持
DOW
DOW INC COM
-$38.8K
12,741
+18%
减持
TFC
TRUIST FINL CORP COM
-$35.6K
3,000
-25%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$34.9K
688
-11%
减持
INTU
INTUIT COM
+$31.1K
239
-7%
减持
WM
WASTE MGMT INC DEL COM
-$30.5K
9,162
-0%
增持
—
EXXON MOBIL CORP COM
-$29.6K
67,916
+10%
增持
MKL
MARKEL GROUP INC COM
+$29.1K
155
+3%
建仓
ROP
ROPER TECHNOLOGIES INC COM
+$28.3K
50
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$27.9K
200
+100%
减持
EQT
EQT CORP COM
+$27.5K
7,800
-3%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
+$25.3K
2,703
-3%
减持
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$25.1K
1,322
-0%
