13F 机构持仓

Wellington Grp LLC

INDIANAPOLIS IN · SEC CIK 0002134013

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.78亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

RWJ 8.0%
IGSB 6.7%
VO 6.5%
DBEF 4.8%
BKLN 4.6%
LLY 4.1%
ICSH 3.8%
TFLO 3.7%
JPST 3.6%
IWY 3.1%

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
CMCSA COMCAST CORP NEW $00.00%0 -12,811-100.0% -$36.78万 清仓
CHD CHURCH & DWIGHT CO INC $00.00%0 -3,693-100.0% -$34.46万 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -2,017-100.0% -$31.88万 清仓
JEPQ J P MORGAN EXCHANGE TRADED F $00.00%0 -5,209-100.0% -$28.92万 清仓
CHKP CHECK POINT SOFTWARE TECH LT $00.00%0 -1,863-100.0% -$26.61万 清仓
INTU INTUIT $00.00%0 -592-100.0% -$25.60万 清仓
IVE ISHARES TR $00.00%0 -1,170-100.0% -$24.70万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -5,336-100.0% -$24.17万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -2,491-100.0% -$23.14万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -3,674-100.0% -$23.05万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -1,086-100.0% -$22.07万 清仓
DYNF BLACKROCK ETF TRUST $00.00%0 -3,788-100.0% -$22.04万 清仓
IVW ISHARES TR $00.00%0 -1,933-100.0% -$21.86万 清仓
NVO NOVO-NORDISK A S $00.00%0 -5,491-100.0% -$20.18万 清仓
MKC MCCORMICK & CO INC $00.00%0 -3,968-100.0% -$20.01万 清仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $00.00%0 -556-100.0% -$18.79万 清仓
EFV ISHARES TR $00.00%0 -2,478-100.0% -$18.42万 清仓
IUSB ISHARES TR $00.00%0 -3,928-100.0% -$18.14万 清仓
VONG VANGUARD SCOTTSDALE FDS $00.00%0 -1,580-100.0% -$17.33万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -975-100.0% -$16.42万 清仓
NFLX NETFLIX INC. $00.00%0 -1,633-100.0% -$15.70万 清仓
AMP AMERIPRISE FINL INC $00.00%0 -345-100.0% -$15.33万 清仓
BIV VANGUARD BD INDEX FDS $00.00%0 -1,885-100.0% -$14.55万 清仓
VXUS VANGUARD STAR FDS $00.00%0 -1,836-100.0% -$14.16万 清仓
QUAL ISHARES TR $00.00%0 -738-100.0% -$14.16万 清仓
WWD WOODWARD INC $00.00%0 -389-100.0% -$13.92万 清仓
MDT MEDTRONIC PLC $00.00%0 -1,556-100.0% -$13.48万 清仓
VGK VANGUARD INTL EQUITY INDEX F $00.00%0 -1,633-100.0% -$13.46万 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -1,421-100.0% -$13.35万 清仓
OEF ISHARES TR $00.00%0 -417-100.0% -$13.26万 清仓
SCHB SCHWAB STRATEGIC TR $00.00%0 -5,187-100.0% -$13.02万 清仓
FITB FIFTH THIRD BANCORP $00.00%0 -2,743-100.0% -$12.74万 清仓
BRK/B BERKSHIRE HATHAWAY INC DEL $00.00%0 -264-100.0% -$12.65万 清仓
MPC MARATHON PETE CORP $00.00%0 -516-100.0% -$12.60万 清仓
AGG ISHARES TR $00.00%0 -1,251-100.0% -$12.42万 清仓
HYG ISHARES TR $00.00%0 -1,555-100.0% -$12.37万 清仓
MAS MASCO CORP $00.00%0 -2,033-100.0% -$12.27万 清仓
VB VANGUARD INDEX FDS $00.00%0 -467-100.0% -$12.23万 清仓
SPYM SPDR SERIES TRUST $00.00%0 -1,590-100.0% -$12.17万 清仓
VWO VANGUARD INTL EQUITY INDEX F $00.00%0 -2,238-100.0% -$12.10万 清仓
VOE VANGUARD INDEX FDS $00.00%0 -630-100.0% -$11.61万 清仓
VONV VANGUARD SCOTTSDALE FDS $00.00%0 -1,209-100.0% -$11.33万 清仓
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 -1,980-100.0% -$11.22万 清仓
GATX GATX CORP $00.00%0 -649-100.0% -$11.08万 清仓
VBR VANGUARD INDEX FDS $00.00%0 -509-100.0% -$11.06万 清仓
COHR COHERENT CORP $00.00%0 -460-100.0% -$10.96万 清仓
FLS FLOWSERVE CORP $00.00%0 -1,479-100.0% -$10.87万 清仓
TIP ISHARES TR $00.00%0 -982-100.0% -$10.84万 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -1,446-100.0% -$10.65万 清仓
SNA SNAP ON INC $00.00%0 -291-100.0% -$10.57万 清仓
CRM SALESFORCE INC $00.00%0 -549-100.0% -$10.25万 清仓
IQV IQVIA HLDGS INC $00.00%0 -597-100.0% -$10.18万 清仓
FORM FORMFACTOR INC $00.00%0 -1,048-100.0% -$10.16万 清仓
KO COCA COLA CO $00.00%0 -1,335-100.0% -$10.15万 清仓
XLF SELECT SECTOR SPDR TR $00.00%0 -1,970-100.0% -$9.73万 清仓
CPRT COPART INC $00.00%0 -2,928-100.0% -$9.72万 清仓
SPXC SPX TECHNOLOGIES INC $00.00%0 -485-100.0% -$9.70万 清仓
WAB WABTEC $00.00%0 -387-100.0% -$9.67万 清仓
EFA ISHARES TR $00.00%0 -979-100.0% -$9.51万 清仓
WFC WELLS FARGO & CO $00.00%0 -1,193-100.0% -$9.50万 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -1,241-100.0% -$9.45万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -518-100.0% -$9.45万 清仓
AEIS ADVANCED ENERGY INDS $00.00%0 -288-100.0% -$9.29万 清仓
DSGX DESCARTES SYS GROUP INC $00.00%0 -1,294-100.0% -$9.26万 清仓
INDY ISHARES TR $00.00%0 -2,165-100.0% -$9.15万 清仓
XLI SELECT SECTOR SPDR TR $00.00%0 -558-100.0% -$9.02万 清仓
DHI D R HORTON INC $00.00%0 -653-100.0% -$8.96万 清仓
MTUM ISHARES TR $00.00%0 -373-100.0% -$8.95万 清仓
ENTG ENTEGRIS INC $00.00%0 -750-100.0% -$8.79万 清仓
TQQQ PROSHARES TR $00.00%0 -2,108-100.0% -$8.79万 清仓
TLH ISHARES TR $00.00%0 -869-100.0% -$8.75万 清仓
MOG/A MOOG INC $00.00%0 -297-100.0% -$8.69万 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -773-100.0% -$8.57万 清仓
UNP UNION PAC CORP $00.00%0 -353-100.0% -$8.56万 清仓
BAI BLACKROCK ETF TRUST $00.00%0 -2,546-100.0% -$8.39万 清仓
MTZ MASTEC INC $00.00%0 -259-100.0% -$8.33万 清仓
THRO BLACKROCK ETF TRUST $00.00%0 -2,233-100.0% -$8.09万 清仓
MGK VANGUARD WORLD FD $00.00%0 -1,100-100.0% -$8.08万 清仓
AIR AAR CORP $00.00%0 -736-100.0% -$8.06万 清仓
RJF RAYMOND JAMES FINL INC $00.00%0 -547-100.0% -$7.92万 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -404-100.0% -$7.92万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -171-100.0% -$7.88万 清仓
OMFL INVESCO EXCH TRD SLF IDX FD $00.00%0 -1,301-100.0% -$7.82万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -391-100.0% -$7.75万 清仓
BSV VANGUARD BD INDEX FDS $00.00%0 -968-100.0% -$7.59万 清仓
FLOT ISHARES TR $00.00%0 -1,481-100.0% -$7.55万 清仓
DOV DOVER CORP $00.00%0 -361-100.0% -$7.53万 清仓
VSS VANGUARD INTL EQUITY INDEX F $00.00%0 -516-100.0% -$7.52万 清仓
— AIR LEASE CORP $00.00%0 -1,150-100.0% -$7.47万 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 -450-100.0% -$7.39万 清仓
IWP ISHARES TR $00.00%0 -574-100.0% -$7.35万 清仓
CEF SPROTT ASSET MANAGEMENT LP $00.00%0 -1,525-100.0% -$7.28万 清仓
RSG REPUBLIC SVCS INC $00.00%0 -332-100.0% -$7.27万 清仓
R RYDER SYS INC $00.00%0 -355-100.0% -$7.27万 清仓
SHY ISHARES TR $00.00%0 -880-100.0% -$7.27万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -119-100.0% -$7.19万 清仓
MS MORGAN STANLEY $00.00%0 -430-100.0% -$7.08万 清仓
RTX RTX CORPORATION $00.00%0 -363-100.0% -$7.00万 清仓
PLXS PLEXUS CORP $00.00%0 -340-100.0% -$6.89万 清仓
LOW LOWES COS INC $00.00%0 -285-100.0% -$6.73万 清仓