Wellington Shields Capital Management, LLC
NEW YORK NY · SEC CIK 0001506071
$6.66亿2026Q1 申报市值
325持仓数
37.4%前十大占比 · 第一大 6.9%
23 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSFT 加仓+$420.47万
XME 加仓+$394.34万
FLO 加仓+$375.21万
AXP 加仓+$334.09万
VOO 加仓+$296.92万
2026Q1 卖出最多 按季末市值估算
BX 减仓-$521.85万
TROX 减仓-$334.42万
GOOGL 减仓-$300.79万
AAPL 减仓-$298.58万
APO 减仓-$225.06万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IDA | IDACORP INC COM | $57.19万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $57.32万 | 0.09% | 17,096 | 3,050 | 21.7% | $10.23万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $57.59万 | 0.09% | 1,705 | 429 | 33.6% | $14.49万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $59.36万 | 0.09% | 9,459 | 4,200 | 79.9% | $26.35万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $60.00万 | 0.09% | 3,058 | 3,058 | — | $60.00万 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $60.27万 | 0.09% | 10,633 | -2,297 | -17.8% | -$13.02万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $60.79万 | 0.09% | 4,640 | 1,385 | 42.5% | $18.15万 | 加仓 |
| INTC | INTEL CORP COM | $61.88万 | 0.09% | 14,021 | 2,400 | 20.7% | $10.59万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $63.87万 | 0.10% | 28,061 | 11 | 0.0% | $250 | 加仓 |
| CAT | CATERPILLAR INC COM | $64.19万 | 0.10% | 906 | 156 | 20.8% | $11.05万 | 加仓 |
| EOG | EOG RES INC COM | $66.04万 | 0.10% | 4,568 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $66.55万 | 0.10% | 6,482 | -6,227 | -49.0% | -$63.93万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $68.96万 | 0.10% | 1,195 | -346 | -22.5% | -$19.97万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $70.89万 | 0.11% | 1,442 | -42 | -2.8% | -$2.06万 | 减仓 |
| MCD | MCDONALDS CORP COM | $72.21万 | 0.11% | 2,323 | -224 | -8.8% | -$6.96万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $72.41万 | 0.11% | 12,750 | 12,750 | — | $72.41万 | 新建仓 |
| CRM | SALESFORCE INC COM | $73.12万 | 0.11% | 3,917 | -4,543 | -53.7% | -$84.80万 | 减仓 |
| URA | GLOBAL X URANIUM ETF | $73.25万 | 0.11% | 15,125 | 2,425 | 19.1% | $11.74万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $74.22万 | 0.11% | 2,333 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $75.10万 | 0.11% | 3,700 | -100 | -2.6% | -$2.03万 | 减仓 |
| PEP | PEPSICO INC COM | $80.00万 | 0.12% | 5,152 | 868 | 20.3% | $13.48万 | 加仓 |
| MP | MP MATERIALS CORP COM CL A | $80.50万 | 0.12% | 16,680 | 2,180 | 15.0% | $10.52万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $81.29万 | 0.12% | 4,110 | 785 | 23.6% | $15.53万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $81.35万 | 0.12% | 2,380 | 900 | 60.8% | $30.76万 | 加仓 |
| MRK | MERCK & CO INC COM | $83.89万 | 0.13% | 6,974 | -129 | -1.8% | -$1.55万 | 减仓 |
| TEM | TEMPUS AI INC CL A | $84.08万 | 0.13% | 18,594 | -5,000 | -21.2% | -$22.61万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $84.09万 | 0.13% | 12,743 | 2,501 | 24.4% | $16.50万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $84.30万 | 0.13% | 17,300 | 0 | 0.0% | — | 不变 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $86.18万 | 0.13% | 9,404 | 3,819 | 68.4% | $35.00万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $87.42万 | 0.13% | 5,560 | -600 | -9.7% | -$9.43万 | 减仓 |
| AMLP | ALERIAN MLP ETF | $88.36万 | 0.13% | 16,785 | -295 | -1.7% | -$1.55万 | 减仓 |
| CTAS | CINTAS CORP COM | $89.64万 | 0.13% | 5,300 | 0 | 0.0% | — | 不变 |
| WRBY | WARBY PARKER INC CL A COM | $90.74万 | 0.14% | 43,064 | 137 | 0.3% | $2,887 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $90.76万 | 0.14% | 10,500 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $93.53万 | 0.14% | 24,000 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $93.87万 | 0.14% | 5,213 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC COM | $94.28万 | 0.14% | 16,167 | -433 | -2.6% | -$2.53万 | 减仓 |
| — | CHART INDUSTRIES | $96.04万 | 0.14% | 4,645 | -800 | -14.7% | -$16.54万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $97.27万 | 0.15% | 8,200 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $99.48万 | 0.15% | 24,233 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $100.16万 | 0.15% | 6,847 | -500 | -6.8% | -$7.31万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $100.69万 | 0.15% | 16,603 | 4,105 | 32.8% | $24.90万 | 加仓 |
| YUM | YUM BRANDS INC COM | $101.06万 | 0.15% | 6,500 | -12 | -0.2% | -$1,866 | 减仓 |
| ENB | ENBRIDGE INC COM | $101.71万 | 0.15% | 18,820 | 919 | 5.1% | $4.97万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $104.62万 | 0.16% | 11,400 | -400 | -3.4% | -$3.67万 | 减仓 |
| T | AT&T INC COM | $106.16万 | 0.16% | 36,618 | 2,036 | 5.9% | $5.90万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $110.60万 | 0.17% | 5,600 | -1,580 | -22.0% | -$31.20万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $119.27万 | 0.18% | 28,900 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $119.99万 | 0.18% | 6,872 | 2,669 | 63.5% | $46.60万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $121.08万 | 0.18% | 7,377 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $122.34万 | 0.18% | 3,477 | -8 | -0.2% | -$2,815 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $123.78万 | 0.19% | 36,258 | 36,258 | — | $123.78万 | 新建仓 |
| ILMN | ILLUMINA INC COM | $124.99万 | 0.19% | 10,140 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $127.15万 | 0.19% | 19,170 | -220 | -1.1% | -$1.46万 | 减仓 |
| RKT | ROCKET COS INC COM CL A | $136.36万 | 0.20% | 95,692 | 200 | 0.2% | $2,850 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $137.87万 | 0.21% | 45,773 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $140.79万 | 0.21% | 7,100 | -35 | -0.5% | -$6,940 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $147.52万 | 0.22% | 7,130 | 1,923 | 36.9% | $39.79万 | 加仓 |
| — | HONEYWELL INTL INC COM | $147.98万 | 0.22% | 6,547 | 470 | 7.7% | $10.62万 | 加仓 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $154.97万 | 0.23% | 8,523 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP COM | $158.57万 | 0.24% | 14,600 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES MSCI BRAZIL ETF | $159.32万 | 0.24% | 41,500 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $177.24万 | 0.27% | 12,271 | 2,267 | 22.7% | $32.74万 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A SP ADR NON VTG | $177.38万 | 0.27% | 94,600 | -5,400 | -5.4% | -$10.12万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $178.75万 | 0.27% | 92,617 | -20,228 | -17.9% | -$39.04万 | 减仓 |
| ABBV | ABBVIE INC COM | $180.97万 | 0.27% | 8,321 | -7,047 | -45.9% | -$153.27万 | 减仓 |
| UNP | UNION PAC CORP COM | $189.95万 | 0.29% | 7,829 | -219 | -2.7% | -$5.31万 | 减仓 |
| TSLA | TESLA INC COM | $199.00万 | 0.30% | 5,353 | -200 | -3.6% | -$7.44万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $201.42万 | 0.30% | 21,658 | -917 | -4.1% | -$8.53万 | 减仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $203.47万 | 0.31% | 16,950 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $206.12万 | 0.31% | 3,603 | -578 | -13.8% | -$33.07万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $206.26万 | 0.31% | 2,070 | -25 | -1.2% | -$2.49万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $210.96万 | 0.32% | 12,759 | 3,290 | 34.7% | $54.40万 | 加仓 |
| WPC | WP CAREY INC COM | $211.88万 | 0.32% | 31,177 | 1,000 | 3.3% | $6.80万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $215.42万 | 0.32% | 3,564 | -156 | -4.2% | -$9.43万 | 减仓 |
| PSNL | PERSONALIS INC COM | $216.41万 | 0.32% | 339,733 | -267 | -0.1% | -$1,701 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $217.40万 | 0.33% | 11,655 | -25 | -0.2% | -$4,663 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $227.57万 | 0.34% | 13,828 | 61 | 0.4% | $1.00万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $229.70万 | 0.34% | 2,715 | 5 | 0.2% | $4,230 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $230.66万 | 0.35% | 45,948 | 6,113 | 15.3% | $30.69万 | 加仓 |
| SNA | SNAP ON INC COM | $234.28万 | 0.35% | 6,450 | -640 | -9.0% | -$23.25万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $245.81万 | 0.37% | 1,861 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $245.88万 | 0.37% | 4,365 | 75 | 1.7% | $4.22万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $249.37万 | 0.37% | 8,689 | 8,689 | — | $249.37万 | 新建仓 |
| CW | CURTISS WRIGHT CORP COM | $253.58万 | 0.38% | 3,723 | 173 | 4.9% | $11.78万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $256.68万 | 0.39% | 9,046 | 2 | 0.0% | $568 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $263.78万 | 0.40% | 28,400 | -83 | -0.3% | -$7,709 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $263.87万 | 0.40% | 44,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $267.61万 | 0.40% | 7,482 | -848 | -10.2% | -$30.33万 | 减仓 |
| V | VISA INC COM CL A | $269.11万 | 0.40% | 8,904 | -1,500 | -14.4% | -$45.34万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $269.28万 | 0.40% | 9,489 | 568 | 6.4% | $16.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $269.65万 | 0.40% | 5,627 | -135 | -2.3% | -$6.47万 | 减仓 |
| KO | COCA COLA CO COM | $286.97万 | 0.43% | 37,734 | 825 | 2.2% | $6.27万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $288.35万 | 0.43% | 4,434 | -117 | -2.6% | -$7.61万 | 减仓 |
| HD | HOME DEPOT INC COM | $289.09万 | 0.43% | 8,790 | -882 | -9.1% | -$29.01万 | 减仓 |
| GLD | SPDR GOLD SHARES | $298.79万 | 0.45% | 6,944 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $326.15万 | 0.49% | 7,075 | -560 | -7.3% | -$25.82万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $342.00万 | 0.51% | 17,820 | 11,195 | 169.0% | $214.85万 | 加仓 |
| GEV | GE VERNOVA INC COM | $351.37万 | 0.53% | 4,025 | 265 | 7.0% | $23.13万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $352.57万 | 0.53% | 12,626 | 297 | 2.4% | $8.29万 | 加仓 |