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
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
APUE TRUST FOR PROFESSIONAL MANAG $00.00%0 -1,675-100.0% -$6.71万 清仓
XLY SELECT SECTOR SPDR TR $00.00%0 -612-100.0% -$6.67万 清仓
IAU ISHARES GOLD TR $00.00%0 -749-100.0% -$6.60万 清仓
SNPS SYNOPSYS INC $00.00%0 -166-100.0% -$6.58万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -396-100.0% -$6.55万 清仓
ASML ASML HLDG NV $00.00%0 -49-100.0% -$6.47万 清仓
CL COLGATE PALMOLIVE CO $00.00%0 -756-100.0% -$6.44万 清仓
CAKE CHEESECAKE FACTORY INC $00.00%0 -1,176-100.0% -$6.44万 清仓
MGV VANGUARD WORLD FD $00.00%0 -442-100.0% -$6.41万 清仓
SCHG SCHWAB STRATEGIC TR $00.00%0 -2,150-100.0% -$6.26万 清仓
AROC ARCHROCK INC $00.00%0 -1,779-100.0% -$6.19万 清仓
BBJP J P MORGAN EXCHANGE TRADED F $00.00%0 -897-100.0% -$6.18万 清仓
SYK STRYKER CORPORATION $00.00%0 -185-100.0% -$6.08万 清仓
BDYN BLACKROCK ETF TRUST $00.00%0 -2,429-100.0% -$5.90万 清仓
LIN LINDE PLC $00.00%0 -119-100.0% -$5.90万 清仓
CGMU CAPITAL GRP FIXED INCM ETF T $00.00%0 -2,135-100.0% -$5.80万 清仓
IXUS ISHARES TR $00.00%0 -663-100.0% -$5.74万 清仓
PKG PACKAGING CORP AMER $00.00%0 -270-100.0% -$5.73万 清仓
ENS ENERSYS $00.00%0 -327-100.0% -$5.68万 清仓
HLI HOULIHAN LOKEY INC $00.00%0 -394-100.0% -$5.66万 清仓
HSY HERSHEY CO $00.00%0 -269-100.0% -$5.59万 清仓
ETN EATON CORP PLC $00.00%0 -153-100.0% -$5.47万 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -336-100.0% -$5.39万 清仓
QCOM QUALCOMM INC $00.00%0 -417-100.0% -$5.37万 清仓
CGDV CAPITAL GROUP DIVIDEND VALUE $00.00%0 -1,255-100.0% -$5.34万 清仓
GE GE AEROSPACE $00.00%0 -187-100.0% -$5.31万 清仓
WMB WILLIAMS COS INC $00.00%0 -722-100.0% -$5.25万 清仓
SPMO INVESCO EXCH TRADED FD TR II $00.00%0 -458-100.0% -$5.13万 清仓
PH PARKER-HANNIFIN CORP $00.00%0 -56-100.0% -$5.01万 清仓
ABNB AIRBNB INC $00.00%0 -381-100.0% -$4.81万 清仓
LHX L3HARRIS TECHNOLOGIES INC $00.00%0 -137-100.0% -$4.73万 清仓
VTWO VANGUARD SCOTTSDALE FDS $00.00%0 -472-100.0% -$4.73万 清仓
NVS NOVARTIS AG $00.00%0 -309-100.0% -$4.72万 清仓
SPYG SPDR SERIES TRUST $00.00%0 -475-100.0% -$4.65万 清仓
XLV SELECT SECTOR SPDR TR $00.00%0 -317-100.0% -$4.65万 清仓
KEY KEYCORP $00.00%0 -2,307-100.0% -$4.63万 清仓
MBB ISHARES TR $00.00%0 -473-100.0% -$4.49万 清仓
AZN ASTRAZENECA PLC $00.00%0 -225-100.0% -$4.44万 清仓
ADSK AUTODESK INC $00.00%0 -185-100.0% -$4.43万 清仓
IWB ISHARES TR $00.00%0 -124-100.0% -$4.42万 清仓
APD AIR PRODUCTS AND CHEMICALS I $00.00%0 -151-100.0% -$4.39万 清仓
CGUS CAPITAL GROUP CORE EQUITY ET $00.00%0 -1,121-100.0% -$4.31万 清仓
ESGU ISHARES TR $00.00%0 -304-100.0% -$4.30万 清仓
SSB SOUTHSTATE BK CORP $00.00%0 -460-100.0% -$4.26万 清仓
ITA ISHARES TR $00.00%0 -188-100.0% -$4.11万 清仓
LQD ISHARES TR $00.00%0 -377-100.0% -$4.11万 清仓
ANET ARISTA NETWORKS INC $00.00%0 -334-100.0% -$4.10万 清仓
INTC INTEL CORP $00.00%0 -906-100.0% -$4.00万 清仓
IXN ISHARES TR $00.00%0 -399-100.0% -$3.99万 清仓
IAGG ISHARES TR $00.00%0 -792-100.0% -$3.96万 清仓
SYY SYSCO CORP $00.00%0 -551-100.0% -$3.93万 清仓
NOW SERVICENOW INC $00.00%0 -367-100.0% -$3.84万 清仓
APH AMPHENOL CORP $00.00%0 -302-100.0% -$3.82万 清仓
APCB TRUST FOR PROFESSIONAL MANAG $00.00%0 -1,282-100.0% -$3.78万 清仓
TRMK TRUSTMARK CORP $00.00%0 -882-100.0% -$3.72万 清仓
EFG ISHARES TR $00.00%0 -332-100.0% -$3.70万 清仓