Wellington Shields Capital Management, LLC 13F 持仓 · 2026年Q2
Wellington Shields Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 334 只证券，申报市值合计 7.88 亿美元。前几大持仓：BE（5.95%）、MSFT（5.10%）、GOOGL（3.94%）。本季前 25 大持仓中：新建仓 1 只、增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BE | BLOOM ENERGY CORP COM CL A | $46.9M | 5.95% | 154,875 | 减持 |
| 2 | MSFT | MICROSOFT CORP COM | $40.2M | 5.10% | 107,830 | 减持 |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $31.0M | 3.94% | 86,825 | 减持 |
| 4 | GOOG | ALPHABET INC CAP STK CL C | $30.3M | 3.84% | 85,673 | 减持 |
| 5 | AMD | ADVANCED MICRO DEVICES INC COM | $29.8M | 3.78% | 51,335 | 减持 |
| 6 | AAPL | APPLE INC COM | $28.9M | 3.67% | 99,923 | 减持 |
| 7 | AMZN | AMAZON COM INC COM | $26.3M | 3.34% | 110,437 | 增持 |
| 8 | JPM | JPMORGAN CHASE & CO COM | $23.9M | 3.03% | 72,948 | 增持 |
| 9 | AXP | AMERICAN EXPRESS CO COM | $16.2M | 2.05% | 47,791 | 减持 |
| 10 | PANW | PALO ALTO NETWORKS INC COM | $16.0M | 2.03% | 47,036 | 减持 |
| 11 | QXO | QXO INC COM NEW | $15.7M | 2.00% | 910,228 | 增持 |
| 12 | MA | MASTERCARD INCORPORATED CL A | $14.8M | 1.88% | 28,837 | 减持 |
| 13 | PWR | QUANTA SVCS INC COM | $14.6M | 1.85% | 20,281 | 减持 |
| 14 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $14.1M | 1.78% | 102,822 | 新建仓 |
| 15 | SOXX | ISHARES SEMICONDUCTOR ETF | $13.4M | 1.70% | 20,887 | 减持 |
| 16 | MKSI | MKS INC. COM | $13.2M | 1.68% | 29,770 | 减持 |
| 17 | VOO | VANGUARD S&P 500 ETF | $12.4M | 1.57% | 18,075 | 增持 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $12.1M | 1.53% | 25,303 | 减持 |
| 19 | BA | BOEING CO COM | $12.0M | 1.52% | 55,467 | 减持 |
| 20 | LLY | ELI LILLY & CO COM | $11.7M | 1.49% | 9,793 | 增持 |
| 21 | BX | BLACKSTONE INC COM | $11.3M | 1.44% | 96,204 | 减持 |
| 22 | XME | STATE STREET SPDR S&P METALS & MINING ETF | $10.9M | 1.38% | 101,712 | 增持 |
| 23 | COF | CAPITAL ONE FINL CORP COM | $10.0M | 1.27% | 50,000 | 增持 |
| 24 | AVGO | BROADCOM INC COM | $8.9M | 1.13% | 23,542 | 增持 |
| 25 | NVDA | NVIDIA CORPORATION COM | $8.2M | 1.04% | 41,041 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR