Wellington Grp LLC
INDIANAPOLIS IN · SEC CIK 0002134013
$3.78亿2026Q2 申报市值
144持仓数
49.1%前十大占比 · 第一大 8.0%
5 / 255新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NEOS ETF TRUST 新建仓+$337.82万
VO 加仓+$233.07万
NEOS ETF TRUST 新建仓+$179.02万
RWJ 加仓+$134.97万
IWMI 加仓+$123.92万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$53.40万
CMCSA 清仓-$36.78万
CHD 清仓-$34.46万
JKHY 清仓-$31.88万
JEPQ 清仓-$28.92万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| APUE | TRUST FOR PROFESSIONAL MANAG | $0 | 0.00% | 0 | -1,675 | -100.0% | -$6.71万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -612 | -100.0% | -$6.67万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -749 | -100.0% | -$6.60万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -166 | -100.0% | -$6.58万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -396 | -100.0% | -$6.55万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -49 | -100.0% | -$6.47万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -756 | -100.0% | -$6.44万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -1,176 | -100.0% | -$6.44万 | 清仓 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -442 | -100.0% | -$6.41万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,150 | -100.0% | -$6.26万 | 清仓 |
| AROC | ARCHROCK INC | $0 | 0.00% | 0 | -1,779 | -100.0% | -$6.19万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -897 | -100.0% | -$6.18万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -185 | -100.0% | -$6.08万 | 清仓 |
| BDYN | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -2,429 | -100.0% | -$5.90万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -119 | -100.0% | -$5.90万 | 清仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -2,135 | -100.0% | -$5.80万 | 清仓 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -663 | -100.0% | -$5.74万 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -270 | -100.0% | -$5.73万 | 清仓 |
| ENS | ENERSYS | $0 | 0.00% | 0 | -327 | -100.0% | -$5.68万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -394 | -100.0% | -$5.66万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -269 | -100.0% | -$5.59万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -153 | -100.0% | -$5.47万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -336 | -100.0% | -$5.39万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -417 | -100.0% | -$5.37万 | 清仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | -1,255 | -100.0% | -$5.34万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -187 | -100.0% | -$5.31万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -722 | -100.0% | -$5.25万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -458 | -100.0% | -$5.13万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -56 | -100.0% | -$5.01万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -381 | -100.0% | -$4.81万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -137 | -100.0% | -$4.73万 | 清仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -472 | -100.0% | -$4.73万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -309 | -100.0% | -$4.72万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -475 | -100.0% | -$4.65万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -317 | -100.0% | -$4.65万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -2,307 | -100.0% | -$4.63万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -473 | -100.0% | -$4.49万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -225 | -100.0% | -$4.44万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -185 | -100.0% | -$4.43万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -124 | -100.0% | -$4.42万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -151 | -100.0% | -$4.39万 | 清仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $0 | 0.00% | 0 | -1,121 | -100.0% | -$4.31万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -304 | -100.0% | -$4.30万 | 清仓 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -460 | -100.0% | -$4.26万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -188 | -100.0% | -$4.11万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -377 | -100.0% | -$4.11万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -334 | -100.0% | -$4.10万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -906 | -100.0% | -$4.00万 | 清仓 |
| IXN | ISHARES TR | $0 | 0.00% | 0 | -399 | -100.0% | -$3.99万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -792 | -100.0% | -$3.96万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -551 | -100.0% | -$3.93万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -367 | -100.0% | -$3.84万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -302 | -100.0% | -$3.82万 | 清仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $0 | 0.00% | 0 | -1,282 | -100.0% | -$3.78万 | 清仓 |
| TRMK | TRUSTMARK CORP | $0 | 0.00% | 0 | -882 | -100.0% | -$3.72万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -332 | -100.0% | -$3.70万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -500 | -100.0% | -$3.70万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -282 | -100.0% | -$3.69万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -146 | -100.0% | -$3.66万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -388 | -100.0% | -$3.64万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -132 | -100.0% | -$3.63万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -721 | -100.0% | -$3.62万 | 清仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $0 | 0.00% | 0 | -1,175 | -100.0% | -$3.58万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -361 | -100.0% | -$3.58万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -606 | -100.0% | -$3.56万 | 清仓 |
| — | NORTHERN LIGHTS FD TR | $0 | 0.00% | 0 | -1,455 | -100.0% | -$3.56万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -164 | -100.0% | -$3.56万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -132 | -100.0% | -$3.51万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -47 | -100.0% | -$3.47万 | 清仓 |
| OPK | OPKO HEALTH INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$3.42万 | 清仓 |
| UMBF | UMB FINL CORP | $0 | 0.00% | 0 | -299 | -100.0% | -$3.37万 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -536 | -100.0% | -$3.37万 | 清仓 |
| VFLO | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -845 | -100.0% | -$3.34万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -129 | -100.0% | -$3.32万 | 清仓 |
| NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | -280 | -100.0% | -$3.31万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -501 | -100.0% | -$3.31万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -511 | -100.0% | -$3.30万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -505 | -100.0% | -$3.28万 | 清仓 |
| DFAI | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -841 | -100.0% | -$3.28万 | 清仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $0 | 0.00% | 0 | -598 | -100.0% | -$3.24万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -271 | -100.0% | -$3.20万 | 清仓 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | -1,538 | -100.0% | -$3.19万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -394 | -100.0% | -$3.17万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -512 | -100.0% | -$3.14万 | 清仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -625 | -100.0% | -$3.12万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -234 | -100.0% | -$3.06万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -168 | -100.0% | -$3.06万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -760 | -100.0% | -$3.05万 | 清仓 |
| PSMT | PRICESMART INC | $0 | 0.00% | 0 | -202 | -100.0% | -$3.04万 | 清仓 |
| FFBC | 1ST FINL BANCORP | $0 | 0.00% | 0 | -1,089 | -100.0% | -$3.04万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -1,401 | -100.0% | -$3.03万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -726 | -100.0% | -$3.02万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -92 | -100.0% | -$3.00万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -93 | -100.0% | -$2.98万 | 清仓 |
| FRME | FIRST MERCHANTS CORP | $0 | 0.00% | 0 | -768 | -100.0% | -$2.97万 | 清仓 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -325 | -100.0% | -$2.97万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -1,282 | -100.0% | -$2.94万 | 清仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $0 | 0.00% | 0 | -821 | -100.0% | -$2.89万 | 清仓 |
| AUSF | GLOBAL X FDS | $0 | 0.00% | 0 | -598 | -100.0% | -$2.89万 | 清仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -302 | -100.0% | -$2.84万 | 清仓 |