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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 24
增持 57
减持 55
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$5.6M
111,255
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$2.4M
34,823
+2%
减持
NVDA
NVIDIA CORPORATION COM
+$1.9M
66,573
-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。
减持
ABBV
ABBVIE INC COM
+$1.3M
29,442
-1%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$1.1M
18,419
-3%
减持
JPM
JPMORGAN CHASE & CO. COM
+$1.1M
49,308
-1%
减持
MSFT
MICROSOFT CORP COM
+$1.1M
68,186
-1%
减持
FLO
FLOWERS FOODS INC COM
-$950.1K
323,352
-0%
减持
NEM
NEWMONT CORP COM
+$903.1K
37,800
-4%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$789.1K
6,851
+51%
增持
BX
BLACKSTONE INC COM
+$761.2K
33,352
+1%
减持
RKLB
ROCKET LAB CORP COM
+$744.0K
72,656
-5%
建仓
EIX
EDISON INTL COM
+$702.1K
12,700
减持
GLW
CORNING INC COM
+$613.9K
30,676
-15%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$596.5K
15,734
-6%
减持
GTLS
CHART INDUSTRIES
-$587.7K
8,158
-40%
减持
AVGO
BROADCOM INC COM
+$585.9K
12,667
-3%
建仓
INSM
INSMED INC COM PAR $.01
+$568.8K
3,950
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$556.1K
4,905
+37%
减持
JNJ
JOHNSON & JOHNSON COM
+$500.8K
15,795
-1%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$485.7K
15,643
-2%
减持
C
CITIGROUP INC COM NEW
+$468.3K
31,188
-2%
清仓
RDNT
RADNET INC COM
-$449.6K
0
-100%
建仓
SBIL
SIMPLIFY GOVERNMENT MONEY MARKET ETF
+$436.3K
4,360
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$428.3K
26,969
-1%
减持
GE
GE AEROSPACE COM NEW
+$427.6K
10,510
-1%
建仓
SMCI
SUPER MICRO COMPUTER INC COM NEW
+$348.5K
7,269
增持
FIX
COMFORT SYS USA INC COM
+$328.4K
884
+18%
减持
MRK
MERCK & CO INC COM
-$327.9K
24,291
-19%
建仓
BE
BLOOM ENERGY CORP COM CL A
+$327.1K
3,868
建仓
SYM
SYMBOTIC INC CLASS A COM
+$309.9K
5,750
清仓
WYNN
WYNN RESORTS LTD COM
-$309.1K
0
-100%
建仓
PBW
INVESCO WILDERHILL CLEAN ENERGY ETF
+$303.1K
10,495
减持
—
EXXON MOBIL CORP COM
+$300.1K
67,596
-0%
减持
FSLR
FIRST SOLAR INC COM
+$299.0K
5,579
-1%
建仓
QBTS
D-WAVE QUANTUM INC COM
+$299.0K
12,100
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$292.9K
7,300
+9%
清仓
HSY
HERSHEY CO COM
-$282.1K
0
-100%
增持
DIS
DISNEY WALT CO COM
-$273.7K
30,748
+0%
增持
KMX
CARMAX INC COM
-$271.4K
12,637
+1%
清仓
KBWP
INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF
-$270.1K
0
-100%
减持
ADBE
ADOBE INC COM
-$263.8K
714
-46%
增持
SPY
SPDR S&P 500 ETF TRUST
+$258.8K
4,460
+2%
减持
APP
APPLOVIN CORP COM CL A
+$241.3K
750
-12%
建仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$230.9K
9,400
建仓
OKLO
OKLO INC COM CL A
+$229.6K
2,057
清仓
—
PARAMOUNT GLOBAL CLASS B COM
-$223.5K
0
-100%
建仓
PSKY
PARAMOUNT SKYDANCE CORP COM CL B
+$221.9K
11,727
减持
KO
COCA COLA CO COM
-$218.3K
27,405
-5%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIES COM NEW
+$218.1K
4,200
增持
CVX
CHEVRON CORP NEW COM
+$215.1K
12,889
+3%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$213.3K
2,247
+45%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$210.5K
936
+159%
增持
MCK
MCKESSON CORP COM
+$209.5K
2,495
+6%
建仓
CMI
CUMMINS INC COM
+$201.5K
477
建仓
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$200.7K
850
增持
LMT
LOCKHEED MARTIN CORP COM
+$199.4K
2,960
+7%
增持
GEV
GE VERNOVA INC COM
+$192.2K
2,168
+1%
增持
TSLA
TESLA INC COM
+$191.5K
1,062
+20%
减持
OKE
ONEOK INC NEW COM
-$190.8K
17,320
-3%
增持
BLK
BLACKROCK INC COM
+$189.6K
1,338
+2%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$182.1K
1,019
减持
GNRC
GENERAC HLDGS INC COM
+$174.4K
7,506
-1%
建仓
CLX
CLOROX CO DEL COM
+$172.6K
1,400
建仓
DGX
QUEST DIAGNOSTICS INC COM
+$171.5K
900
增持
LLY
ELI LILLY & CO COM
-$169.0K
12,820
+0%
建仓
XME
STATE STREET SPDR S&P METALS & MINING ETF
+$163.1K
1,750
清仓
XLE
ENERGY SELECT SECTOR SPDR FUND
-$161.1K
0
-100%
增持
INTC
INTEL CORP COM
+$157.8K
13,450
+3%
建仓
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$153.4K
640
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$150.4K
8,178
+0%
增持
AMZN
AMAZON COM INC COM
+$147.0K
30,268
+2%
减持
SYY
SYSCO CORP COM
-$146.9K
4,142
-36%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$146.0K
19,200
+20%
建仓
WFC
WELLS FARGO CO NEW COM
+$145.7K
1,738
增持
SLV
ISHARES SILVER TRUST
+$140.8K
3,400
+3300%
增持
HACK
AMPLIFY CYBERSECURITY ETF
+$135.2K
3,100
+100%
减持
WMT
WALMART INC COM
+$133.6K
35,953
-2%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$131.8K
3,860
-3%
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$124.2K
3,600
+16%
增持
APO
APOLLO GLOBAL MGMT INC COM
-$118.8K
18,708
+2%
增持
ENB
ENBRIDGE INC COM
+$118.7K
22,638
+0%
增持
PM
PHILIP MORRIS INTL INC COM
-$118.2K
7,132
+2%
清仓
CLF
CLEVELAND-CLIFFS INC NEW COM
-$113.4K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$110.4K
3,502
+83%
清仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$106.4K
0
-100%
增持
PL
PLANET LABS PBC COM CL A
+$106.0K
15,341
+1%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$105.1K
20,019
-3%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$104.9K
1,230
+63%
减持
MP
MP MATERIALS CORP COM CL A
+$104.9K
3,350
-7%
增持
PFE
PFIZER INC COM
+$100.3K
78,991
+0%
清仓
NVO
NOVO-NORDISK A S ADR
-$98.8K
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$98.5K
51
-93%
增持
CMCSA
COMCAST CORP NEW CL A
-$92.8K
22,368
+0%
清仓
LBRT
LIBERTY ENERGY INC COM CL A
-$91.8K
0
-100%
增持
KMI
KINDER MORGAN INC DEL COM
-$91.0K
90,624
+0%
增持
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$90.6K
2,763
+16%
减持
—
CHUBB LIMITED COM
-$90.4K
461
-39%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$89.2K
511
+1%
增持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
-$89.0K
32,872
+7%
增持
PANW
PALO ALTO NETWORKS INC COM
+$83.7K
12,629
+4%
增持
MO
ALTRIA GROUP INC COM
+$82.1K
9,607
+2%
减持
GRAL
GRAIL INC COM
+$81.5K
10,758
-0%
增持
GD
GENERAL DYNAMICS CORP COM
+$80.9K
1,409
+3%
建仓
PLD
PROLOGIS INC. COM
+$80.2K
700
增持
PRN
INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF
+$79.7K
1,784
+23%
减持
NEE
NEXTERA ENERGY INC COM
+$79.3K
14,214
-1%
减持
T
AT&T INC COM
-$78.9K
81,848
-1%
减持
DOW
DOW INC COM
-$78.5K
11,290
-11%
减持
ALB
ALBEMARLE CORP COM
+$78.3K
4,747
-3%
增持
PEJ
INVESCO LEISURE AND ENTERTAINMENT ETF
+$76.6K
6,534
+16%
增持
PEP
PEPSICO INC COM
+$76.2K
6,480
+3%
减持
DVN
DEVON ENERGY CORP NEW COM
+$75.9K
25,025
-1%
增持
FAST
FASTENAL CO COM
+$75.8K
4,800
+26%
增持
PNQI
INVESCO NASDAQ INTERNET ETF
+$74.8K
5,717
+22%
建仓
GSK
GSK PLC SPONSORED ADR
+$73.7K
1,707
增持
WM
WASTE MGMT INC DEL COM
-$73.0K
9,163
+0%
增持
AXP
AMERICAN EXPRESS CO COM
+$72.6K
5,019
+0%
增持
GGME
INVESCO NEXT GEN MEDIA AND GAMING ETF
+$71.1K
5,933
+17%
清仓
—
HESS CORP COM
-$69.3K
0
-100%
减持
ABT
ABBOTT LABS COM
-$68.8K
26,653
-0%
减持
NKE
NIKE INC CL B
-$67.6K
8,211
-9%
减持
WST
WEST PHARMACEUTICAL SVSC INC COM
-$65.9K
1,000
-33%
减持
CTVA
CORTEVA INC COM
-$64.7K
3,320
-14%
增持
V
VISA INC COM CL A
-$64.3K
12,648
+2%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE COM
+$63.7K
630
+54%
减持
PYPL
PAYPAL HLDGS INC COM
-$62.3K
3,757
-11%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$60.6K
38,772
-3%
增持
OXY
OCCIDENTAL PETE CORP COM
+$59.3K
7,300
+7%
减持
AFL
AFLAC INC COM
+$57.8K
13,866
-2%
减持
—
DUPONT DE NEMOURS INC COM
+$57.1K
7,905
-3%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$56.5K
52,056
-1%
增持
SO
SOUTHERN CO COM
+$55.8K
17,288
+0%
清仓
CTAS
CINTAS CORP COM
-$55.7K
0
-100%
减持
PWR
QUANTA SVCS INC COM
-$55.7K
28
-84%
清仓
EA
ELECTRONIC ARTS INC COM
-$51.4K
0
-100%
增持
PHO
INVESCO WATER RESOURCES ETF
+$50.7K
8,231
+6%
减持
GLD
SPDR GOLD SHARES
+$50.5K
1,460
-5%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$48.7K
334
减持
SJM
SMUCKER J M CO COM NEW
-$47.9K
2,001
-26%
增持
BA
BOEING CO COM
+$47.1K
6,974
+0%
增持
EQT
EQT CORP COM
+$45.9K
9,200
+18%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$43.9K
7,675
+18%
减持
PG
PROCTER AND GAMBLE CO COM
-$43.1K
6,222
-1%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$42.1K
607
-39%
减持
ED
CONSOLIDATED EDISON INC COM
-$41.4K
2,532
-14%
建仓
SOXX
ISHARES SEMICONDUCTOR ETF
+$40.7K
150
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$39.7K
673
-2%
减持
CW
CURTISS WRIGHT CORP COM
-$33.3K
169
-34%
清仓
CORZ
CORE SCIENTIFIC INC NEW COM
-$31.7K
0
-100%
