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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | $4,577.80万 | 6.87% | 123,668 | 11,359 | 10.1% | $420.47万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $3,623.58万 | 5.44% | 126,319 | 341 | 0.3% | $9.78万 | 加仓 |
| AAPL | APPLE INC COM | $2,699.57万 | 4.05% | 106,370 | -11,765 | -10.0% | -$298.58万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $2,522.19万 | 3.79% | 87,710 | -10,460 | -10.7% | -$300.79万 | 减仓 |
| AMZN | AMAZON COM INC COM | $2,296.20万 | 3.45% | 110,251 | 4,809 | 4.6% | $100.16万 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $2,162.08万 | 3.25% | 159,575 | -2,975 | -1.8% | -$40.31万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,125.22万 | 3.19% | 72,247 | 265 | 0.4% | $7.80万 | 加仓 |
| — | EXXON MOBIL CORP COM | $1,782.18万 | 2.68% | 105,044 | 1,316 | 1.3% | $22.33万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $1,565.78万 | 2.35% | 31,337 | 300 | 1.0% | $14.99万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,545.50万 | 2.32% | 51,094 | 11,045 | 27.6% | $334.09万 | 加仓 |
| QXO | QXO INC COM NEW | $1,297.36万 | 1.95% | 668,051 | 135,293 | 25.4% | $262.74万 | 加仓 |
| BX | BLACKSTONE INC COM | $1,269.19万 | 1.91% | 110,374 | -45,382 | -29.1% | -$521.85万 | 减仓 |
| MKSI | MKS INC. COM | $1,200.06万 | 1.80% | 52,220 | -1,941 | -3.6% | -$44.61万 | 减仓 |
| BA | BOEING CO COM | $1,165.32万 | 1.75% | 58,550 | 7,423 | 14.5% | $147.74万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $1,115.94万 | 1.68% | 20,326 | 275 | 1.4% | $15.10万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,045.33万 | 1.57% | 51,385 | -45 | -0.1% | -$9,154 | 减仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $1,035.28万 | 1.55% | 95,850 | 36,509 | 61.5% | $394.34万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $996.08万 | 1.50% | 29,474 | 2,185 | 8.0% | $73.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $930.43万 | 1.40% | 53,351 | -2,602 | -4.7% | -$45.38万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $861.54万 | 1.29% | 47,226 | 13,012 | 38.0% | $237.38万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $816.42万 | 1.23% | 13,663 | 4,969 | 57.2% | $296.92万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $811.80万 | 1.22% | 50,636 | -7,139 | -12.4% | -$114.45万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $757.42万 | 1.14% | 23,046 | 1,866 | 8.8% | $61.33万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $615.28万 | 0.92% | 55,222 | -20,199 | -26.8% | -$225.06万 | 减仓 |
| MCK | MCKESSON CORP COM | $591.39万 | 0.89% | 6,834 | -945 | -12.1% | -$81.78万 | 减仓 |
| RTX | RTX CORPORATION COM | $586.42万 | 0.88% | 30,400 | 2,230 | 7.9% | $43.02万 | 加仓 |
| AVGO | BROADCOM INC COM | $555.59万 | 0.83% | 17,951 | -3,149 | -14.9% | -$97.46万 | 减仓 |
| LLY | ELI LILLY & CO COM | $520.22万 | 0.78% | 5,656 | -185 | -3.2% | -$17.02万 | 减仓 |
| LIN | LINDE PLC SHS | $513.54万 | 0.77% | 10,359 | -13 | -0.1% | -$6,445 | 减仓 |
| FLO | FLOWERS FOODS INC COM | $480.61万 | 0.72% | 589,705 | 460,383 | 356.0% | $375.21万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $480.01万 | 0.72% | 12,520 | -575 | -4.4% | -$22.05万 | 减仓 |
| TROX | TRONOX HOLDINGS PLC SHS | $468.25万 | 0.70% | 479,277 | -342,294 | -41.7% | -$334.42万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $443.36万 | 0.67% | 18,291 | -2,283 | -11.1% | -$55.34万 | 减仓 |
| RDDT | REDDIT INC CL A | $439.74万 | 0.66% | 32,658 | 2,986 | 10.1% | $40.21万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $435.44万 | 0.65% | 17,814 | -1,101 | -5.8% | -$26.91万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $422.62万 | 0.63% | 62,022 | -6,580 | -9.6% | -$44.84万 | 减仓 |
| BLK | BLACKROCK INC COM | $386.13万 | 0.58% | 4,015 | 98 | 2.5% | $9.42万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $380.63万 | 0.57% | 47,531 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $375.23万 | 0.56% | 77,544 | -6,826 | -8.1% | -$33.03万 | 减仓 |
| WMT | WALMART INC COM | $374.99万 | 0.56% | 30,173 | 986 | 3.4% | $12.25万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $367.66万 | 0.55% | 14,125 | -300 | -2.1% | -$7.81万 | 减仓 |
| XYZ | BLOCK INC CL A | $357.57万 | 0.54% | 59,416 | -17,485 | -22.7% | -$105.22万 | 减仓 |
| GLW | CORNING INC COM | $354.81万 | 0.53% | 26,095 | -1,000 | -3.7% | -$13.60万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $352.57万 | 0.53% | 12,626 | 297 | 2.4% | $8.29万 | 加仓 |
| GEV | GE VERNOVA INC COM | $351.37万 | 0.53% | 4,025 | 265 | 7.0% | $23.13万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $342.00万 | 0.51% | 17,820 | 11,195 | 169.0% | $214.85万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $326.15万 | 0.49% | 7,075 | -560 | -7.3% | -$25.82万 | 减仓 |
| GLD | SPDR GOLD SHARES | $298.79万 | 0.45% | 6,944 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $289.09万 | 0.43% | 8,790 | -882 | -9.1% | -$29.01万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $288.35万 | 0.43% | 4,434 | -117 | -2.6% | -$7.61万 | 减仓 |
| KO | COCA COLA CO COM | $286.97万 | 0.43% | 37,734 | 825 | 2.2% | $6.27万 | 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 |
| GE | GE AEROSPACE COM NEW | $269.28万 | 0.40% | 9,489 | 568 | 6.4% | $16.12万 | 加仓 |
| V | VISA INC COM CL A | $269.11万 | 0.40% | 8,904 | -1,500 | -14.4% | -$45.34万 | 减仓 |
| ETN | EATON CORP PLC SHS | $267.61万 | 0.40% | 7,482 | -848 | -10.2% | -$30.33万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $263.87万 | 0.40% | 44,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $263.78万 | 0.40% | 28,400 | -83 | -0.3% | -$7,709 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $256.68万 | 0.39% | 9,046 | 2 | 0.0% | $568 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $253.58万 | 0.38% | 3,723 | 173 | 4.9% | $11.78万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $249.37万 | 0.37% | 8,689 | 8,689 | — | $249.37万 | 新建仓 |
| DE | DEERE & CO COM | $245.88万 | 0.37% | 4,365 | 75 | 1.7% | $4.22万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $245.81万 | 0.37% | 1,861 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC COM | $234.28万 | 0.35% | 6,450 | -640 | -9.0% | -$23.25万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $230.66万 | 0.35% | 45,948 | 6,113 | 15.3% | $30.69万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $229.70万 | 0.34% | 2,715 | 5 | 0.2% | $4,230 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $227.57万 | 0.34% | 13,828 | 61 | 0.4% | $1.00万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $217.40万 | 0.33% | 11,655 | -25 | -0.2% | -$4,663 | 减仓 |
| PSNL | PERSONALIS INC COM | $216.41万 | 0.32% | 339,733 | -267 | -0.1% | -$1,701 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $215.42万 | 0.32% | 3,564 | -156 | -4.2% | -$9.43万 | 减仓 |
| WPC | WP CAREY INC COM | $211.88万 | 0.32% | 31,177 | 1,000 | 3.3% | $6.80万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $210.96万 | 0.32% | 12,759 | 3,290 | 34.7% | $54.40万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $206.26万 | 0.31% | 2,070 | -25 | -1.2% | -$2.49万 | 减仓 |
| META | META PLATFORMS INC CL A | $206.12万 | 0.31% | 3,603 | -578 | -13.8% | -$33.07万 | 减仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $203.47万 | 0.31% | 16,950 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $201.42万 | 0.30% | 21,658 | -917 | -4.1% | -$8.53万 | 减仓 |
| TSLA | TESLA INC COM | $199.00万 | 0.30% | 5,353 | -200 | -3.6% | -$7.44万 | 减仓 |
| UNP | UNION PAC CORP COM | $189.95万 | 0.29% | 7,829 | -219 | -2.7% | -$5.31万 | 减仓 |
| ABBV | ABBVIE INC COM | $180.97万 | 0.27% | 8,321 | -7,047 | -45.9% | -$153.27万 | 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 |
| 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 |
| PG | PROCTER & GAMBLE CO COM | $177.24万 | 0.27% | 12,271 | 2,267 | 22.7% | $32.74万 | 加仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $159.32万 | 0.24% | 41,500 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP COM | $158.57万 | 0.24% | 14,600 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $154.97万 | 0.23% | 8,523 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $147.98万 | 0.22% | 6,547 | 470 | 7.7% | $10.62万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $147.52万 | 0.22% | 7,130 | 1,923 | 36.9% | $39.79万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $140.79万 | 0.21% | 7,100 | -35 | -0.5% | -$6,940 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $137.87万 | 0.21% | 45,773 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $136.36万 | 0.20% | 95,692 | 200 | 0.2% | $2,850 | 加仓 |
| AA | ALCOA CORP COM | $127.15万 | 0.19% | 19,170 | -220 | -1.1% | -$1.46万 | 减仓 |
| ILMN | ILLUMINA INC COM | $124.99万 | 0.19% | 10,140 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC COM | $123.78万 | 0.19% | 36,258 | 36,258 | — | $123.78万 | 新建仓 |
| AMGN | AMGEN INC COM | $122.34万 | 0.18% | 3,477 | -8 | -0.2% | -$2,815 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $121.08万 | 0.18% | 7,377 | 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 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $119.27万 | 0.18% | 28,900 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $110.60万 | 0.17% | 5,600 | -1,580 | -22.0% | -$31.20万 | 减仓 |
| T | AT&T INC COM | $106.16万 | 0.16% | 36,618 | 2,036 | 5.9% | $5.90万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $104.62万 | 0.16% | 11,400 | -400 | -3.4% | -$3.67万 | 减仓 |
| ENB | ENBRIDGE INC COM | $101.71万 | 0.15% | 18,820 | 919 | 5.1% | $4.97万 | 加仓 |