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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 49
减持 68
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
-$8.0M
69,747
-0%
增持
—
EXXON MOBIL CORP COM
+$4.1M
78,716
+2%
减持
AAPL
APPLE INC COM
-$2.3M
109,187
-1%
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
LLY
ELI LILLY & CO COM
-$2.0M
12,963
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$1.5M
26,124
-1%
减持
GLW
CORNING INC COM
+$1.4M
29,376
-1%
增持
CAT
CATERPILLAR INC COM
+$1.3M
9,483
+1%
减持
BX
BLACKSTONE INC COM
-$1.3M
33,146
-0%
增持
JPM
JPMORGAN CHASE & CO COM
-$1.3M
47,581
+0%
减持
AVGO
BROADCOM INC COM
-$1.3M
9,471
-22%
建仓
ESI
ELEMENT SOLUTIONS INC COM
+$1.1M
32,800
减持
GOOG
ALPHABET INC CAP STK CL C
-$1.0M
35,355
-1%
增持
FLO
FLOWERS FOODS INC COM
-$875.5K
321,078
+0%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$851.5K
19,220
-7%
增持
NVDA
NVIDIA CORPORATION COM
-$794.9K
68,344
+0%
减持
V
VISA INC COM CL A
-$782.0K
12,429
-4%
增持
CVX
CHEVRON CORPORATION COM
+$735.1K
13,139
+1%
增持
JNJ
JOHNSON & JOHNSON COM
+$697.6K
17,090
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$696.3K
14,359
-9%
增持
GEV
GE VERNOVA INC COM
+$685.9K
2,734
+5%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$683.3K
14,450
-3%
增持
CEG
CONSTELLATION ENERGY CORP COM
-$641.3K
10,010
+3%
清仓
CRBG
COREBRIDGE FINL INC COM
-$603.4K
0
-100%
增持
AMZN
AMAZON COM INC COM
-$601.1K
30,623
+1%
减持
DIS
DISNEY WALT CO COM
-$548.4K
27,657
-2%
建仓
SJM
SMUCKER J M CO COM NEW
+$530.5K
5,501
减持
KMI
KINDER MORGAN INC DEL COM
+$513.8K
89,624
-1%
增持
DVN
DEVON ENERGY CORP NEW COM
+$505.3K
32,409
+5%
减持
APP
APPLOVIN CORP COM CL A
-$494.7K
450
-55%
减持
WMT
WALMART INC COM
+$457.8K
35,957
-0%
建仓
KMB
KIMBERLY-CLARK CORP COM
+$434.6K
4,505
建仓
PXJ
INVESCO OIL & GAS SERVICES ETF
+$431.8K
10,418
清仓
AES
AES CORP COM
-$424.3K
0
-100%
减持
GNRC
GENERAC HLDGS INC COM
+$423.3K
7,305
-1%
清仓
GGME
INVESCO NEXT GEN MEDIA AND GAMING ETF
-$398.3K
0
-100%
清仓
PBW
INVESCO WILDERHILL CLEAN ENERGY ETF
-$397.6K
0
-100%
增持
FIX
COMFORT SYS USA INC COM
+$395.8K
886
+0%
减持
AXP
AMERICAN EXPRESS CO COM
-$387.7K
5,061
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$374.6K
6,350
+9%
增持
FSLR
FIRST SOLAR INC COM
-$365.2K
5,733
+0%
减持
GRAL
GRAIL INC COM
-$365.1K
10,720
-0%
增持
OKE
ONEOK INC NEW COM
+$364.2K
19,386
+3%
增持
HNDL
STRATEGY SHARES NASDAQ 7HANDL INDEX ETF
+$362.1K
31,995
+109%
清仓
PNQI
INVESCO NASDAQ INTERNET ETF
-$356.6K
0
-100%
减持
T
AT&T INC COM
+$347.6K
85,544
-0%
增持
MDIV
MULTI-ASSET DIVERSIFIED INCOME INDEX FUND
+$339.5K
34,630
+147%
减持
MRK
MERCK & CO INC COM
+$339.2K
23,266
-0%
减持
—
FLUTTER ENTMT PLC SHS
-$334.6K
2,685
-5%
增持
EIX
EDISON INTL COM
+$334.4K
17,200
+12%
增持
CMI
CUMMINS INC COM
+$329.4K
1,486
+61%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$320.0K
35,176
-1%
建仓
PJP
INVESCO PHARMACEUTICALS ETF
+$315.7K
3,043
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$312.2K
4,448
增持
RKLB
ROCKET LAB CORP COM
-$288.7K
58,120
+1%
清仓
LAMR
LAMAR ADVERTISING CO CL A
-$284.8K
0
-100%
建仓
PKB
INVESCO BUILDING & CONSTRUCTION ETF
+$273.3K
2,801
增持
UNH
UNITEDHEALTH GROUP INC COM
+$269.7K
3,412
+72%
减持
SBIL
SIMPLIFY GOVERNMENT MONEY MARKET ETF
-$269.5K
2,345
-53%
减持
SNOW
SNOWFLAKE INC COM SHS
-$263.2K
3,200
-6%
建仓
TBIL
F/M US TREASURY 3 MONTH BILL FUND
+$261.8K
5,250
减持
PRU
PRUDENTIAL FINL INC COM
-$257.0K
7,927
-13%
建仓
MU
MICRON TECHNOLOGY INC COM
+$253.4K
750
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$249.8K
40,174
-1%
减持
META
META PLATFORMS INC CL A
-$246.5K
2,082
-4%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-$234.1K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$227.6K
1,758
+190%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$226.5K
5,215
+79%
增持
PANW
PALO ALTO NETWORKS INC COM
+$226.4K
18,603
+24%
清仓
UL
UNILEVER PLC SPON ADR NEW
-$223.5K
0
-100%
减持
AMAT
APPLIED MATLS INC COM
+$223.4K
4,150
-11%
减持
HD
HOME DEPOT INC COM
-$222.4K
6,455
-5%
建仓
BJ
BJS WHSL CLUB HLDGS INC COM
+$216.5K
2,200
减持
NEM
NEWMONT CORP COM
-$215.5K
31,400
-13%
减持
CVS
CVS HEALTH CORP COM
-$213.2K
16,749
-6%
清仓
ADBE
ADOBE INC COM
-$212.1K
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$211.8K
6,624
-15%
清仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
-$203.8K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP COM
+$196.0K
2,453
-8%
建仓
—
ASTRAZENECA PLC ORD
+$193.7K
1,000
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$190.8K
1,392
-8%
建仓
DGX
QUEST DIAGNOSTICS INC COM
+$182.8K
933
减持
BLK
BLACKROCK INC COM
-$181.0K
1,390
-2%
增持
MCK
MCKESSON CORP COM
+$177.2K
3,186
+1%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$174.3K
1,530
+0%
减持
UNP
UNION PAC CORP COM
+$173.4K
17,388
-1%
增持
GE
GE AEROSPACE COM NEW
-$167.2K
12,542
+4%
增持
ORCL
ORACLE CORP COM
-$166.6K
3,942
+3%
减持
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$165.1K
909
-2%
减持
BA
BOEING CO COM
-$162.9K
7,242
-2%
增持
MP
MP MATERIALS CORP COM CL A
+$162.5K
10,800
+52%
减持
OXY
OCCIDENTAL PETE CORP COM
+$162.0K
7,300
-4%
清仓
INTU
INTUIT COM
-$158.3K
0
-100%
减持
BP
BP PLC SPONSORED ADR
+$156.9K
15,619
-6%
清仓
DAL
DELTA AIR LINES INC COM NEW
-$155.1K
0
-100%
减持
CSX
CSX CORP COM
+$154.3K
33,647
-1%
清仓
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
-$152.8K
0
-100%
建仓
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$151.6K
1,750
增持
COIN
COINBASE GLOBAL INC COM CL A
-$149.4K
3,088
+1%
增持
Q
QNITY ELECTRONICS INC COMMON STOCK
+$147.7K
4,137
+2%
清仓
TFC
TRUIST FINL CORP COM
-$147.6K
0
-100%
减持
BE
BLOOM ENERGY CORP COM CL A
+$142.5K
3,287
-6%
减持
HACK
AMPLIFY CYBERSECURITY ETF
-$138.0K
2,550
-38%
减持
C
CITIGROUP INC COM NEW
-$138.0K
30,873
-1%
增持
TOST
TOAST INC CL A
-$137.5K
21,200
+8%
增持
BLDR
BUILDERS FIRSTSOURCE INC COM
-$136.5K
6,828
+1%
减持
SO
SOUTHERN CO COM
+$133.7K
18,084
-2%
增持
DOW
DOW HLDGS INC COM
+$132.2K
7,174
+1%
增持
PL
PLANET LABS PBC COM CL A
+$131.5K
15,837
+0%
增持
GILD
GILEAD SCIENCES INC COM
+$129.4K
6,010
+4%
减持
PFE
PFIZER INC COM
+$126.6K
76,295
-6%
减持
MMM
3M CO COM
-$125.8K
7,924
-1%
减持
SOLS
SOLSTICE ADVANCED MATLS INC COM SHS
+$121.0K
4,784
-4%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$120.5K
1,059
-7%
减持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
-$120.0K
38,985
-2%
减持
LNG
CHENIERE ENERGY INC COM NEW
+$116.4K
1,455
-5%
建仓
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$116.4K
1,900
减持
NEE
NEXTERA ENERGY INC COM
+$113.5K
11,995
-4%
减持
KO
COCA COLA CO COM
+$110.3K
24,800
-2%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$103.8K
42,803
-2%
清仓
PGX
INVESCO PREFERRED ETF
-$100.5K
0
-100%
增持
SLB
SLB LIMITED COM STK
+$100.1K
7,400
+1%
减持
FNF
FIDELITY NATL FINL INC COM SHS
-$96.5K
6,870
-10%
减持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$94.7K
5,995
-3%
增持
GIS
GENERAL MILLS INC COM
-$93.3K
17,570
+9%
增持
QBTS
D-WAVE QUANTUM INC COM
-$92.7K
14,600
+26%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$91.7K
4,329
+3%
减持
WM
WASTE MGMT INC DEL COM
+$90.3K
9,442
-0%
增持
GD
GENERAL DYNAMICS CORP COM
+$85.4K
1,722
+15%
增持
ED
CONSOLIDATED EDISON INC COM
+$80.4K
2,932
+16%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$80.0K
12,365
+30%
增持
HII
HUNTINGTON INGALLS INDS INC COM
+$77.2K
1,725
+1%
减持
EQT
EQT CORP COM
-$75.1K
6,400
-29%
建仓
WAT
WATERS CORP COM
+$70.3K
236
清仓
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$68.7K
0
-100%
增持
—
MEDTRONIC PLC SHS
-$67.3K
8,175
+1%
减持
EMR
EMERSON ELEC CO COM
-$66.7K
6,540
-6%
建仓
—
NVENT ELEC PLC SHS
+$65.1K
550
减持
AFL
AFLAC INC COM
-$62.6K
13,366
-4%
增持
PG
PROCTER & GAMBLE CO COM
+$61.5K
16,230
+2%
增持
TSLA
TESLA INC COM
-$59.7K
991
+4%
清仓
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
-$58.1K
0
-100%
减持
FCX
FREEPORT MCMORAN INC CL B
-$55.0K
16,362
-18%
减持
PEP
PEPSICO INC COM
-$53.3K
6,445
-12%
减持
CTVA
CORTEVA INC COM
+$52.6K
3,287
-1%
减持
AEM
AGNICO EAGLE MINES LTD COM
+$52.5K
2,076
-5%
减持
INTC
INTEL CORP COM
+$52.1K
11,793
-7%
增持
NKE
NIKE INC CL B
-$51.6K
5,911
+4%
减持
CMCSA
COMCAST CORP NEW CL A
-$50.8K
17,252
-6%
减持
CRM
SALESFORCE INC COM
-$50.5K
100
-62%
增持
BXMT
BLACKSTONE MORTGAGE TRUST INC COM CL A
+$49.0K
10,825
+31%
