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 |
|---|---|---|---|---|---|---|---|---|
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -842 | -100.0% | -$2.84万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -356 | -100.0% | -$2.82万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2.81万 | 清仓 |
| SUSC | ISHARES TR | $0 | 0.00% | 0 | -1,213 | -100.0% | -$2.81万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -238 | -100.0% | -$2.80万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -1,350 | -100.0% | -$2.79万 | 清仓 |
| EXI | ISHARES TR | $0 | 0.00% | 0 | -153 | -100.0% | -$2.77万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -140 | -100.0% | -$2.72万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -92 | -100.0% | -$2.72万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -371 | -100.0% | -$2.71万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -258 | -100.0% | -$2.71万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -264 | -100.0% | -$2.71万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -190 | -100.0% | -$2.71万 | 清仓 |
| POCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -627 | -100.0% | -$2.70万 | 清仓 |
| UPB | UPSTREAM BIO INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$2.70万 | 清仓 |
| LCTU | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -382 | -100.0% | -$2.68万 | 清仓 |
| BG | BUNGE GLOBAL SA | $0 | 0.00% | 0 | -210 | -100.0% | -$2.67万 | 清仓 |
| DDWM | WISDOMTREE TR | $0 | 0.00% | 0 | -596 | -100.0% | -$2.63万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -194 | -100.0% | -$2.62万 | 清仓 |
| FALN | ISHARES TR | $0 | 0.00% | 0 | -979 | -100.0% | -$2.62万 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -500 | -100.0% | -$2.60万 | 清仓 |
| EAGG | ISHARES TR | $0 | 0.00% | 0 | -542 | -100.0% | -$2.58万 | 清仓 |
| TMFC | RBB FD INC | $0 | 0.00% | 0 | -380 | -100.0% | -$2.51万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -48 | -100.0% | -$2.50万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -870 | -100.0% | -$2.44万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -90 | -100.0% | -$2.43万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -426 | -100.0% | -$2.43万 | 清仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -957 | -100.0% | -$2.42万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $0 | 0.00% | 0 | -1,425 | -100.0% | -$2.42万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -2,128 | -100.0% | -$2.40万 | 清仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $0 | 0.00% | 0 | -714 | -100.0% | -$2.38万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -486 | -100.0% | -$2.34万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -220 | -100.0% | -$2.34万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -74 | -100.0% | -$2.32万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -34 | -100.0% | -$2.32万 | 清仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -385 | -100.0% | -$2.29万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -92 | -100.0% | -$2.28万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -236 | -100.0% | -$2.28万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -438 | -100.0% | -$2.27万 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | -366 | -100.0% | -$2.26万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -69 | -100.0% | -$2.26万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -75 | -100.0% | -$2.26万 | 清仓 |
| ITM | VANECK ETF TRUST | $0 | 0.00% | 0 | -483 | -100.0% | -$2.24万 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,790 | -100.0% | -$2.24万 | 清仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -813 | -100.0% | -$2.19万 | 清仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $0 | 0.00% | 0 | -1,104 | -100.0% | -$2.18万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -201 | -100.0% | -$2.18万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -226 | -100.0% | -$2.11万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -71 | -100.0% | -$2.10万 | 清仓 |
| GFI | GOLD FIELDS LTD | $0 | 0.00% | 0 | -457 | -100.0% | -$2.07万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -503 | -100.0% | -$2.05万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,945 | -100.0% | -$2.05万 | 清仓 |
| DFSD | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -427 | -100.0% | -$2.04万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -48 | -100.0% | -$2.04万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -478 | -100.0% | -$2.02万 | 清仓 |
| CSCO | CISCO SYS INC | $20.68万 | 0.05% | 1,761 | -262 | -13.0% | -$3.08万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.85万 | 0.06% | 980 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $21.68万 | 0.06% | 8,105 | 8,105 | — | $21.68万 | 新建仓 |
| KLAC | KLA CORP | $22.33万 | 0.06% | 740 | -80 | -9.8% | -$2.41万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.74万 | 0.06% | 588 | -116 | -16.5% | -$4.49万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $23.11万 | 0.06% | 910 | -147 | -13.9% | -$3.73万 | 减仓 |
| GL | GLOBE LIFE INC | $23.35万 | 0.06% | 1,307 | -193 | -12.9% | -$3.45万 | 减仓 |
| MBIN | MERCHANTS BANCORP IND | $23.43万 | 0.06% | 4,687 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $23.50万 | 0.06% | 5,229 | 5,229 | — | $23.50万 | 新建仓 |
| MCD | MCDONALDS CORP | $23.76万 | 0.06% | 879 | -58 | -6.2% | -$1.57万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.76万 | 0.06% | 474 | -150 | -24.0% | -$7.52万 | 减仓 |
| PAYX | PAYCHEX INC | $24.32万 | 0.06% | 2,473 | -885 | -26.4% | -$8.70万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.43万 | 0.06% | 3,429 | -478 | -12.2% | -$3.41万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $25.32万 | 0.07% | 2,057 | -692 | -25.2% | -$8.52万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $25.75万 | 0.07% | 1,545 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $25.79万 | 0.07% | 2,158 | 6 | 0.3% | $717 | 加仓 |
| IWD | ISHARES TR | $25.84万 | 0.07% | 1,066 | 27 | 2.6% | $6,546 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.57万 | 0.07% | 208 | -72 | -25.7% | -$9.20万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $28.12万 | 0.07% | 1,476 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $33.39万 | 0.09% | 49 | -19 | -27.9% | -$12.95万 | 减仓 |
| ABBV | ABBVIE INC | $37.92万 | 0.10% | 1,507 | -110 | -6.8% | -$2.77万 | 减仓 |
| PEP | PEPSICO INC | $38.14万 | 0.10% | 2,817 | -642 | -18.6% | -$8.69万 | 减仓 |
| STRA | STRATEGIC ED INC | $38.55万 | 0.10% | 5,031 | -1,626 | -24.4% | -$12.46万 | 减仓 |
| COR | CENCORA INC | $39.79万 | 0.11% | 1,406 | -334 | -19.2% | -$9.45万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $40.23万 | 0.11% | 1,359 | -311 | -18.6% | -$9.21万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.66万 | 0.11% | 456 | -69 | -13.1% | -$6.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $42.80万 | 0.11% | 1,964 | -43 | -2.1% | -$9,371 | 减仓 |
| IEFA | ISHARES TR | $45.97万 | 0.12% | 4,760 | -12 | -0.3% | -$1,159 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $46.37万 | 0.12% | 4,824 | -828 | -14.6% | -$7.96万 | 减仓 |
| VV | VANGUARD INDEX FDS | $49.32万 | 0.13% | 1,434 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $51.01万 | 0.13% | 1,814 | -35 | -1.9% | -$9,842 | 减仓 |
| IJR | ISHARES TR | $52.00万 | 0.14% | 3,506 | -53 | -1.5% | -$7,860 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $52.44万 | 0.14% | 2,372 | 2,372 | — | $52.44万 | 新建仓 |
| AMGN | AMGEN INC | $53.05万 | 0.14% | 1,465 | -216 | -12.8% | -$7.82万 | 减仓 |
| HON | HONEYWELL INTL INC | $53.11万 | 0.14% | 2,372 | -2,385 | -50.1% | -$53.40万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $54.92万 | 0.15% | 640 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $55.19万 | 0.15% | 737 | -293 | -28.4% | -$21.94万 | 减仓 |
| MCO | MOODYS CORP | $55.21万 | 0.15% | 1,219 | -334 | -21.5% | -$15.13万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $60.26万 | 0.16% | 5,058 | 19 | 0.4% | $2,263 | 加仓 |
| IEMG | ISHARES INC | $61.71万 | 0.16% | 7,449 | -147 | -1.9% | -$1.22万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $63.89万 | 0.17% | 4,665 | 2,579 | 123.6% | $35.32万 | 加仓 |
| SE | SEA LTD | $65.40万 | 0.17% | 6,825 | 3,773 | 123.6% | $36.16万 | 加仓 |
| PGR | PROGRESSIVE CORP | $66.06万 | 0.17% | 3,024 | -188 | -5.9% | -$4.11万 | 减仓 |
| SPYI | NEOS ETF TRUST | $66.59万 | 0.18% | 12,543 | -1,412 | -10.1% | -$7.50万 | 减仓 |
| FAST | FASTENAL CO | $67.28万 | 0.18% | 14,007 | 625 | 4.7% | $3.00万 | 加仓 |