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
SF STIFEL FINL CORP $00.00%0 -500-100.0% -$3.70万 清仓
EMR EMERSON ELEC CO $00.00%0 -282-100.0% -$3.69万 清仓
VRT VERTIV HOLDINGS CO $00.00%0 -146-100.0% -$3.66万 清仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $00.00%0 -388-100.0% -$3.64万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -132-100.0% -$3.63万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -721-100.0% -$3.62万 清仓
CGGE CAPITAL GROUP GLOBAL EQUITY $00.00%0 -1,175-100.0% -$3.58万 清仓
MRVL MARVELL TECHNOLOGY INC $00.00%0 -361-100.0% -$3.58万 清仓
FCX FREEPORT MCMORAN INC $00.00%0 -606-100.0% -$3.56万 清仓
— NORTHERN LIGHTS FD TR $00.00%0 -1,455-100.0% -$3.56万 清仓
FDS FACTSET RESH SYS INC $00.00%0 -164-100.0% -$3.56万 清仓
ECL ECOLAB INC $00.00%0 -132-100.0% -$3.51万 清仓
EME EMCOR GROUP INC $00.00%0 -47-100.0% -$3.47万 清仓
OPK OPKO HEALTH INC $00.00%0 -30,000-100.0% -$3.42万 清仓
UMBF UMB FINL CORP $00.00%0 -299-100.0% -$3.37万 清仓
DXCM DEXCOM INC $00.00%0 -536-100.0% -$3.37万 清仓
VFLO VICTORY PORTFOLIOS II $00.00%0 -845-100.0% -$3.34万 清仓
VOT VANGUARD INDEX FDS $00.00%0 -129-100.0% -$3.32万 清仓
NVT NVENT ELEC PLC $00.00%0 -280-100.0% -$3.31万 清仓
MO ALTRIA GROUP INC $00.00%0 -501-100.0% -$3.31万 清仓
MCHP MICROCHIP TECHNOLOGY INC. $00.00%0 -511-100.0% -$3.30万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -505-100.0% -$3.28万 清仓
DFAI DIMENSIONAL ETF TRUST $00.00%0 -841-100.0% -$3.28万 清仓
EFSC ENTERPRISE FINL SVCS CORP $00.00%0 -598-100.0% -$3.24万 清仓
ZTS ZOETIS INC $00.00%0 -271-100.0% -$3.20万 清仓
MDU MDU RES GROUP INC $00.00%0 -1,538-100.0% -$3.19万 清仓
AVEM AMERICAN CENTY ETF TR $00.00%0 -394-100.0% -$3.17万 清仓
XLE SELECT SECTOR SPDR TR $00.00%0 -512-100.0% -$3.14万 清仓
JMUB J P MORGAN EXCHANGE TRADED F $00.00%0 -625-100.0% -$3.12万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -234-100.0% -$3.06万 清仓
PSX PHILLIPS 66 $00.00%0 -168-100.0% -$3.06万 清仓
CGGR CAPITAL GROUP GROWTH ETF $00.00%0 -760-100.0% -$3.05万 清仓
PSMT PRICESMART INC $00.00%0 -202-100.0% -$3.04万 清仓
FFBC 1ST FINL BANCORP $00.00%0 -1,089-100.0% -$3.04万 清仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $00.00%0 -1,401-100.0% -$3.03万 清仓
KMX CARMAX INC $00.00%0 -726-100.0% -$3.02万 清仓
CB CHUBB LTD SWITZ $00.00%0 -92-100.0% -$3.00万 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -93-100.0% -$2.98万 清仓
FRME FIRST MERCHANTS CORP $00.00%0 -768-100.0% -$2.97万 清仓
CWB SPDR SERIES TRUST $00.00%0 -325-100.0% -$2.97万 清仓
GOVT ISHARES TR $00.00%0 -1,282-100.0% -$2.94万 清仓
APIE TRUST FOR PROFESSIONAL MANAG $00.00%0 -821-100.0% -$2.89万 清仓
AUSF GLOBAL X FDS $00.00%0 -598-100.0% -$2.89万 清仓
BBCA J P MORGAN EXCHANGE TRADED F $00.00%0 -302-100.0% -$2.84万 清仓
REZI RESIDEO TECHNOLOGIES INC $00.00%0 -842-100.0% -$2.84万 清仓
VCSH VANGUARD SCOTTSDALE FDS $00.00%0 -356-100.0% -$2.82万 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -100-100.0% -$2.81万 清仓
SUSC ISHARES TR $00.00%0 -1,213-100.0% -$2.81万 清仓
PHM PULTE GROUP INC $00.00%0 -238-100.0% -$2.80万 清仓
SONY SONY GROUP CORP $00.00%0 -1,350-100.0% -$2.79万 清仓
EXI ISHARES TR $00.00%0 -153-100.0% -$2.77万 清仓
TXN TEXAS INSTRS INC $00.00%0 -140-100.0% -$2.72万 清仓
CME CME GROUP INC $00.00%0 -92-100.0% -$2.72万 清仓
SPLV INVESCO EXCH TRADED FD TR II $00.00%0 -371-100.0% -$2.71万 清仓
CRH CRH PLC $00.00%0 -258-100.0% -$2.71万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -264-100.0% -$2.71万 清仓
ITOT ISHARES TR $00.00%0 -190-100.0% -$2.71万 清仓
POCT INNOVATOR ETFS TRUST $00.00%0 -627-100.0% -$2.70万 清仓
UPB UPSTREAM BIO INC $00.00%0 -3,000-100.0% -$2.70万 清仓
LCTU BLACKROCK ETF TRUST $00.00%0 -382-100.0% -$2.68万 清仓
BG BUNGE GLOBAL SA $00.00%0 -210-100.0% -$2.67万 清仓
DDWM WISDOMTREE TR $00.00%0 -596-100.0% -$2.63万 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -194-100.0% -$2.62万 清仓
FALN ISHARES TR $00.00%0 -979-100.0% -$2.62万 清仓
USB US BANCORP $00.00%0 -500-100.0% -$2.60万 清仓
EAGG ISHARES TR $00.00%0 -542-100.0% -$2.58万 清仓
TMFC RBB FD INC $00.00%0 -380-100.0% -$2.51万 清仓
FN FABRINET $00.00%0 -48-100.0% -$2.50万 清仓
PFE PFIZER INC $00.00%0 -870-100.0% -$2.44万 清仓
WDC WESTERN DIGITAL CORP $00.00%0 -90-100.0% -$2.43万 清仓
UL UNILEVER PLC $00.00%0 -426-100.0% -$2.43万 清仓
CGHM CAPITAL GRP FIXED INCM ETF T $00.00%0 -957-100.0% -$2.42万 清仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $00.00%0 -1,425-100.0% -$2.42万 清仓
SAN BANCO SANTANDER SA $00.00%0 -2,128-100.0% -$2.40万 清仓
CGGO CAPITAL GROUP GBL GROWTH EQT $00.00%0 -714-100.0% -$2.38万 清仓
SNY SANOFI SA $00.00%0 -486-100.0% -$2.34万 清仓
MUB ISHARES TR $00.00%0 -220-100.0% -$2.34万 清仓
IWO ISHARES TR $00.00%0 -74-100.0% -$2.32万 清仓
CW CURTISS WRIGHT CORP $00.00%0 -34-100.0% -$2.32万 清仓
BBAX J P MORGAN EXCHANGE TRADED F $00.00%0 -385-100.0% -$2.29万 清仓
IWM ISHARES TR $00.00%0 -92-100.0% -$2.28万 清仓
SO SOUTHERN CO $00.00%0 -236-100.0% -$2.28万 清仓
BINC BLACKROCK ETF TRUST II $00.00%0 -438-100.0% -$2.27万 清仓
MTH MERITAGE HOMES CORP $00.00%0 -366-100.0% -$2.26万 清仓
MAR MARRIOTT INTL INC NEW $00.00%0 -69-100.0% -$2.26万 清仓
LPLA LPL FINL HLDGS INC $00.00%0 -75-100.0% -$2.26万 清仓
ITM VANECK ETF TRUST $00.00%0 -483-100.0% -$2.24万 清仓
OPEN OPENDOOR TECHNOLOGIES INC $00.00%0 -4,790-100.0% -$2.24万 清仓
BAB INVESCO EXCH TRADED FD TR II $00.00%0 -813-100.0% -$2.19万 清仓
SMFG SUMITOMO MITSUI FIN GRP INC $00.00%0 -1,104-100.0% -$2.18万 清仓
NEM NEWMONT CORP $00.00%0 -201-100.0% -$2.18万 清仓
TD TORONTO DOMINION BK ONT $00.00%0 -226-100.0% -$2.11万 清仓
TER TERADYNE INC $00.00%0 -71-100.0% -$2.10万 清仓
GFI GOLD FIELDS LTD $00.00%0 -457-100.0% -$2.07万 清仓
XLRE SELECT SECTOR SPDR TR $00.00%0 -503-100.0% -$2.05万 清仓
PCT PURECYCLE TECHNOLOGIES INC $00.00%0 -3,945-100.0% -$2.05万 清仓
DFSD DIMENSIONAL ETF TRUST $00.00%0 -427-100.0% -$2.04万 清仓
SPGI S&P GLOBAL INC $00.00%0 -48-100.0% -$2.04万 清仓
SHYG ISHARES TR $00.00%0 -478-100.0% -$2.02万 清仓