Wellington Grp LLC
INDIANAPOLIS IN · SEC CIK 0002134013
$3.25亿2026Q1 申报市值
394持仓数
49.9%前十大占比 · 第一大 7.6%
62 / 65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
VO 加仓+$235.98万
IGSB 加仓+$207.19万
DBEF 加仓+$189.80万
AMKR 新建仓+$182.45万
IWY 加仓+$180.78万
2026Q1 卖出最多 按季末市值估算
COHR 减仓-$184.68万
MTZ 减仓-$128.89万
CRDO 减仓-$109.22万
BKLN 减仓-$101.96万
DELL 减仓-$96.00万
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 |
|---|---|---|---|---|---|---|---|---|
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $49.11万 | 0.15% | 6,900 | 2,533 | 58.0% | $18.03万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $48.69万 | 0.15% | 5,039 | 8 | 0.2% | $773 | 加仓 |
| SHOP | SHOPIFY INC | $48.50万 | 0.15% | 4,089 | 1,351 | 49.3% | $16.03万 | 加仓 |
| MMM | 3M CO | $47.46万 | 0.15% | 3,268 | 1,243 | 61.4% | $18.05万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $44.98万 | 0.14% | 640 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.82万 | 0.14% | 1,849 | -107 | -5.5% | -$2.59万 | 减仓 |
| NVR | NVR INC | $44.81万 | 0.14% | 68 | 3 | 4.6% | $1.98万 | 加仓 |
| IJR | ISHARES TR | $44.24万 | 0.14% | 3,559 | 60 | 1.7% | $7,459 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $43.52万 | 0.13% | 6,050 | 1,572 | 35.1% | $11.31万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $43.24万 | 0.13% | 2,749 | -738 | -21.2% | -$11.61万 | 减仓 |
| IEFA | ISHARES TR | $43.20万 | 0.13% | 4,772 | -1,996 | -29.5% | -$18.07万 | 减仓 |
| VV | VANGUARD INDEX FDS | $42.86万 | 0.13% | 1,434 | -493 | -25.6% | -$14.73万 | 减仓 |
| SOLV | SOLVENTUM CORP | $42.84万 | 0.13% | 6,561 | 2,150 | 48.7% | $14.04万 | 加仓 |
| SJM | SMUCKER J M CO | $41.41万 | 0.13% | 4,294 | 2,014 | 88.3% | $19.42万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $40.95万 | 0.13% | 5,652 | -834 | -12.9% | -$6.04万 | 减仓 |
| XYZ | BLOCK INC | $39.91万 | 0.12% | 6,632 | 1,993 | 43.0% | $11.99万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $39.38万 | 0.12% | 2,007 | 398 | 24.7% | $7.81万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $38.79万 | 0.12% | 2,586 | 991 | 62.1% | $14.87万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $36.78万 | 0.11% | 12,811 | -809 | -5.9% | -$2.32万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $35.31万 | 0.11% | 280 | -85 | -23.3% | -$10.72万 | 减仓 |
| ABBV | ABBVIE INC | $35.17万 | 0.11% | 1,617 | -88 | -5.2% | -$1.91万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $34.46万 | 0.11% | 3,693 | -438 | -10.6% | -$4.09万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $33.89万 | 0.10% | 2,086 | 557 | 36.4% | $9.05万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $31.88万 | 0.10% | 2,017 | -891 | -30.6% | -$14.08万 | 减仓 |
| PAYX | PAYCHEX INC | $30.93万 | 0.10% | 3,358 | -1,138 | -25.3% | -$10.48万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.67万 | 0.09% | 624 | -204 | -24.6% | -$10.03万 | 减仓 |
| MCD | MCDONALDS CORP | $29.12万 | 0.09% | 937 | -160 | -14.6% | -$4.97万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.92万 | 0.09% | 5,209 | 4,700 | 923.4% | $26.09万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $26.80万 | 0.08% | 1,545 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $26.61万 | 0.08% | 1,863 | -217 | -10.4% | -$3.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $25.84万 | 0.08% | 1,057 | -424 | -28.6% | -$10.36万 | 减仓 |
| INTU | INTUIT | $25.60万 | 0.08% | 592 | -282 | -32.3% | -$12.19万 | 减仓 |
| SE | SEA LTD | $25.27万 | 0.08% | 3,052 | 1,055 | 52.8% | $8.74万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.04万 | 0.08% | 3,907 | 3,564 | 1,039.1% | $22.84万 | 加仓 |
| IVE | ISHARES TR | $24.70万 | 0.08% | 1,170 | 1,170 | — | $24.70万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $24.42万 | 0.08% | 575 | 184 | 47.1% | $7.81万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $24.17万 | 0.07% | 5,336 | -2,058 | -27.8% | -$9.32万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $23.14万 | 0.07% | 2,491 | -70 | -2.7% | -$6,502 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $23.05万 | 0.07% | 3,674 | -158 | -4.1% | -$9,915 | 减仓 |
| IWD | ISHARES TR | $22.20万 | 0.07% | 1,039 | 650 | 167.1% | $13.89万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.07万 | 0.07% | 1,086 | -203 | -15.7% | -$4.12万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $22.04万 | 0.07% | 3,788 | 3,788 | — | $22.04万 | 新建仓 |
| IVW | ISHARES TR | $21.86万 | 0.07% | 1,933 | 1,605 | 489.3% | $18.15万 | 加仓 |
| GL | GLOBE LIFE INC | $20.88万 | 0.06% | 1,500 | 18 | 1.2% | $2,505 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.61万 | 0.06% | 704 | 436 | 162.7% | $12.76万 | 加仓 |
| NVO | NOVO-NORDISK A S | $20.18万 | 0.06% | 5,491 | -2,272 | -29.3% | -$8.35万 | 减仓 |
| MBIN | MERCHANTS BANCORP IND | $20.11万 | 0.06% | 4,687 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $20.01万 | 0.06% | 3,968 | -1,511 | -27.6% | -$7.62万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $19.62万 | 0.06% | 1,476 | -232 | -13.6% | -$3.08万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $18.81万 | 0.06% | 980 | -195 | -16.6% | -$3.74万 | 减仓 |
| VGT | VANGUARD WORLD FD | $18.80万 | 0.06% | 269 | 2 | 0.7% | $1,398 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.79万 | 0.06% | 556 | 225 | 68.0% | $7.60万 | 加仓 |
| EFV | ISHARES TR | $18.42万 | 0.06% | 2,478 | 1,982 | 399.6% | $14.74万 | 加仓 |
| IUSB | ISHARES TR | $18.14万 | 0.06% | 3,928 | 3,928 | — | $18.14万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $17.33万 | 0.05% | 1,580 | -24 | -1.5% | -$2,633 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $16.42万 | 0.05% | 39 | 7 | 21.9% | $2.95万 | 加仓 |
| NFLX | NETFLIX INC. | $15.70万 | 0.05% | 1,633 | -657 | -28.7% | -$6.32万 | 减仓 |
| CSCO | CISCO SYS INC | $15.70万 | 0.05% | 2,023 | -904 | -30.9% | -$7.01万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $15.33万 | 0.05% | 345 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $14.55万 | 0.04% | 1,885 | 1,885 | — | $14.55万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $14.16万 | 0.04% | 1,836 | -2,943 | -61.6% | -$22.69万 | 减仓 |
| QUAL | ISHARES TR | $14.16万 | 0.04% | 738 | 439 | 146.8% | $8.42万 | 加仓 |
| WWD | WOODWARD INC | $13.92万 | 0.04% | 389 | 17 | 4.6% | $6,085 | 加仓 |
| MDT | MEDTRONIC PLC | $13.48万 | 0.04% | 1,556 | -356 | -18.6% | -$3.09万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $13.46万 | 0.04% | 1,633 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $13.35万 | 0.04% | 1,421 | 1,218 | 600.0% | $11.45万 | 加仓 |
| OEF | ISHARES TR | $13.26万 | 0.04% | 417 | 417 | — | $13.26万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $13.02万 | 0.04% | 5,187 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $12.74万 | 0.04% | 2,743 | -98 | -3.4% | -$4,553 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.65万 | 0.04% | 264 | -16 | -5.7% | -$7,667 | 减仓 |
| MPC | MARATHON PETE CORP | $12.60万 | 0.04% | 516 | 45 | 9.6% | $1.10万 | 加仓 |
| IWMI | NEOS ETF TRUST | $12.43万 | 0.04% | 2,622 | 2,622 | — | $12.43万 | 新建仓 |
| AGG | ISHARES TR | $12.42万 | 0.04% | 1,251 | 817 | 188.2% | $8.11万 | 加仓 |
| HYG | ISHARES TR | $12.37万 | 0.04% | 1,555 | 20 | 1.3% | $1,591 | 加仓 |
| MAS | MASCO CORP | $12.27万 | 0.04% | 2,033 | 693 | 51.7% | $4.18万 | 加仓 |
| VB | VANGUARD INDEX FDS | $12.23万 | 0.04% | 467 | 170 | 57.2% | $4.45万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $12.17万 | 0.04% | 1,590 | -1,605 | -50.2% | -$12.28万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $12.10万 | 0.04% | 2,238 | 2,238 | — | $12.10万 | 新建仓 |
| KLAC | KLA CORP | $12.07万 | 0.04% | 82 | -2 | -2.4% | -$2,945 | 减仓 |
| VOE | VANGUARD INDEX FDS | $11.61万 | 0.04% | 630 | 502 | 392.2% | $9.25万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $11.33万 | 0.03% | 1,209 | -516 | -29.9% | -$4.84万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $11.22万 | 0.03% | 1,980 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $11.08万 | 0.03% | 649 | -36 | -5.3% | -$6,147 | 减仓 |
| VBR | VANGUARD INDEX FDS | $11.06万 | 0.03% | 509 | 287 | 129.3% | $6.24万 | 加仓 |
| COHR | COHERENT CORP | $10.96万 | 0.03% | 460 | -7,753 | -94.4% | -$184.68万 | 减仓 |
| FLS | FLOWSERVE CORP | $10.87万 | 0.03% | 1,479 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $10.84万 | 0.03% | 982 | 362 | 58.4% | $4.00万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $10.65万 | 0.03% | 1,446 | 309 | 27.2% | $2.28万 | 加仓 |
| SNA | SNAP ON INC | $10.57万 | 0.03% | 291 | -5 | -1.7% | -$1,816 | 减仓 |
| CRM | SALESFORCE INC | $10.25万 | 0.03% | 549 | 18 | 3.4% | $3,360 | 加仓 |
| IQV | IQVIA HLDGS INC | $10.18万 | 0.03% | 597 | 597 | — | $10.18万 | 新建仓 |
| FORM | FORMFACTOR INC | $10.16万 | 0.03% | 1,048 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $10.15万 | 0.03% | 1,335 | -364 | -21.4% | -$2.77万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $9.73万 | 0.03% | 1,970 | -444 | -18.4% | -$2.19万 | 减仓 |
| CPRT | COPART INC | $9.72万 | 0.03% | 2,928 | -1,285 | -30.5% | -$4.27万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $9.70万 | 0.03% | 485 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $9.67万 | 0.03% | 387 | -1,990 | -83.7% | -$49.73万 | 减仓 |
| EFA | ISHARES TR | $9.51万 | 0.03% | 979 | 979 | — | $9.51万 | 新建仓 |
| WFC | WELLS FARGO & CO | $9.50万 | 0.03% | 1,193 | -8 | -0.7% | -$637 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $9.45万 | 0.03% | 1,241 | -119 | -8.8% | -$9,063 | 减仓 |