13F 机构持仓

Whitener Capital Management, Inc.

Rocky Mount NC · SEC CIK 0000825217

2026Q22026Q1 更早 9 个季度 🔒
$4.38亿2026Q1 申报市值
174持仓数
41.0%前十大占比 · 第一大 6.2%
10 / 2新建仓 / 清仓
申报市值走势$4.72亿2026Q2
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

GOOGL 6.2%
WMT 5.3%
AAPL 5.3%
JPM 5.2%
NVDA 5.0%
AMZN 3.7%
MSFT 3.5%
MCD 2.3%
HONEYWELL INTL 2.3%
V 2.3%

2026Q1 买入最多 按季末市值估算

DUK 加仓+$118.49万
BSCU 加仓+$59.97万
SOLS 新建仓+$59.23万
F 新建仓+$56.36万
BSCT 加仓+$43.73万

2026Q1 卖出最多 按季末市值估算

AAPL 减仓-$246.15万
SCHB 减仓-$35.27万
JPM 减仓-$26.33万
XLC 清仓-$22.24万
ROK 减仓-$20.17万

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
ETR ENTERGY CORP NEW $64.98万0.15%5,783 -80-1.4% -$8,989 减仓
ACN ACCENTURE PLC IRELAND $64.03万0.15%3,229 49718.2% $9.86万 加仓
EW EDWARDS LIFESCIENCES CORP $63.05万0.14%7,873 -475-5.7% -$3.80万 减仓
TXN TEXAS INSTRS INC $63.02万0.14%3,246 -50-1.5% -$9,707 减仓
ET ENERGY TRANSFER L P $60.65万0.14%31,425 00.0% — 不变
PSA PUBLIC STORAGE OPER CO $60.43万0.14%2,231 1085.1% $2.93万 加仓
QQQ INVESCO QQQ TR $59.91万0.14%1,038 616.2% $3.52万 加仓
MDLZ MONDELEZ INTL INC $59.49万0.14%10,321 -151-1.4% -$8,704 减仓
SOLS SOLSTICE ADVANCED MATLS INC $59.23万0.14%7,777 7,777— $59.23万 新建仓
F FORD MTR CO $56.36万0.13%48,839 48,839— $56.36万 新建仓
BDX BECTON DICKINSON & CO $56.21万0.13%3,575 00.0% — 不变
DGRO ISHARES TR $55.53万0.13%7,912 00.0% — 不变
XLY SELECT SECTOR SPDR TR $54.94万0.13%5,041 -413-7.6% -$4.50万 减仓
IVV ISHARES TR $54.33万0.12%831 -65-7.3% -$4.25万 减仓
AXP AMERICAN EXPRESS CO $54.20万0.12%1,792 -28-1.5% -$8,469 减仓
— EA SERIES TRUST $53.59万0.12%11,426 1,30012.8% $6.10万 加仓
LMT LOCKHEED MARTIN CORP $53.37万0.12%883 -50-5.4% -$3.02万 减仓
TGT TARGET CORP $53.36万0.12%4,403 -500-10.2% -$6.06万 减仓
TSLA TESLA INC $49.85万0.11%1,341 23821.6% $8.85万 加仓
GLD SPDR GOLD TR $49.44万0.11%1,149 -8-0.7% -$3,442 减仓
— BLACKROCK FLOATING RATE INCO $48.59万0.11%44,094 3,5018.6% $3.86万 加仓
SF STIFEL FINL CORP $47.77万0.11%6,462 -100-1.5% -$7,429 减仓
ENB ENBRIDGE INC $45.69万0.10%8,440 2,50042.1% $13.54万 加仓
HWM HOWMET AEROSPACE INC $44.57万0.10%1,934 00.0% — 不变
BEN FRANKLIN RESOURCES INC $44.29万0.10%18,750 2201.2% $5,196 加仓
XLV SELECT SECTOR SPDR TR $43.54万0.10%2,970 -95-3.1% -$1.39万 减仓
— EA SERIES TRUST $43.48万0.10%11,015 3303.1% $1.30万 加仓
T AT&T INC $43.43万0.10%14,981 1,1918.6% $3.45万 加仓
ARCC ARES CAPITAL CORP $42.29万0.10%23,468 -243-1.0% -$4,379 减仓
C CITIGROUP INC $42.18万0.10%3,719 90.2% $1,021 加仓
QCOM QUALCOMM INC $41.05万0.09%3,187 -43-1.3% -$5,539 减仓
IWR ISHARES TR $40.56万0.09%4,172 4,172— $40.56万 新建仓
CSX CSX CORP $39.61万0.09%9,650 -1,380-12.5% -$5.66万 减仓
RING ISHARES INC $39.49万0.09%5,000 00.0% — 不变
BA BOEING CO $39.19万0.09%1,969 914.8% $1.81万 加仓
VIG VANGUARD SPECIALIZED FUNDS $38.99万0.09%1,813 462.6% $9,893 加仓
XFFCX FLAHERTY & CRUMRIN PFD & INM $38.39万0.09%24,785 1,0004.2% $1.55万 加仓
IBIT ISHARES BITCOIN TRUST ETF $36.89万0.08%9,602 3,86667.4% $14.85万 加仓
XLI SELECT SECTOR SPDR TR $36.29万0.08%2,244 -79-3.4% -$1.28万 减仓
DFAX DIMENSIONAL ETF TRUST $36.14万0.08%10,638 10,638— $36.14万 新建仓
XLE SELECT SECTOR SPDR TR $35.21万0.08%5,747 3887.2% $2.38万 加仓
L LOEWS CORP $34.93万0.08%3,272 00.0% — 不变
DIS DISNEY WALT CO $34.69万0.08%3,599 -420-10.5% -$4.05万 减仓
XLP SELECT SECTOR SPDR TR $34.42万0.08%4,198 -252-5.7% -$2.07万 减仓
TMO THERMO FISHER SCIENTIFIC INC $33.28万0.08%677 11520.5% $5.65万 加仓
INTC INTEL CORP $33.27万0.08%7,540 1672.3% $7,370 加仓
EIPI FIRST TR EXCHNG TRADED FD VI $32.17万0.07%14,303 -1,030-6.7% -$2.32万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $31.01万0.07%6,731 6,731— $31.01万 新建仓
TROW PRICE T ROWE GROUP INC $30.52万0.07%3,385 74528.2% $6.72万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $30.09万0.07%18,282 18,282— $30.09万 新建仓
PRU PRUDENTIAL FINL INC $29.83万0.07%3,054 69929.7% $6.83万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $29.38万0.07%750 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $28.08万0.06%2,835 00.0% — 不变
ASML ASML HLDG NV $28.00万0.06%212 00.0% — 不变
SUN SUNOCO LP/SUNOCO FIN CORP $27.98万0.06%4,307 -231-5.1% -$1.50万 减仓
IBDT ISHARES TR $27.36万0.06%10,800 2,00022.7% $5.07万 加仓
MAIN MAIN STR CAP CORP $26.66万0.06%5,033 -127-2.5% -$6,727 减仓
CMCSA COMCAST CORP NEW $26.61万0.06%9,270 -600-6.1% -$1.72万 减仓
SPY STATE STR SPDR S&P 500 ETF T $26.53万0.06%408 -100-19.7% -$6.50万 减仓
CME CME GROUP INC $25.99万0.06%880 00.0% — 不变
GE GE AEROSPACE $25.80万0.06%909 10.1% $284 加仓
IYH ISHARES TR $25.48万0.06%4,134 872.1% $5,363 加仓
JEF JEFFERIES FINANCIAL GROUP IN $24.00万0.05%5,815 2003.6% $8,254 加仓
XLU SELECT SECTOR SPDR TR $23.32万0.05%5,082 -12-0.2% -$551 减仓
ICE INTERCONTINENTAL EXCHANGE IN $22.81万0.05%1,450 -7-0.5% -$1,101 减仓
IBDS ISHARES TR $22.79万0.05%9,400 9,400— $22.79万 新建仓
NUE NUCOR CORP $22.57万0.05%1,335 00.0% — 不变
MCK MCKESSON CORP $22.24万0.05%257 00.0% — 不变
IBDU ISHARES TR $21.86万0.05%9,400 9,400— $21.86万 新建仓
DFIV DIMENSIONAL ETF TRUST $21.82万0.05%4,135 4,135— $21.82万 新建仓
CEG CONSTELLATION ENERGY CORP $20.86万0.05%747 747— $20.86万 新建仓
LDOS LEIDOS HOLDINGS INC $20.22万0.05%1,300 00.0% — 不变
— WESTERN ASSET INVESTMENT GRA $19.71万0.04%16,292 -220-1.3% -$2,661 减仓
TSI TCW STRATEGIC INCOME FD INC $11.26万0.03%25,075 -8,062-24.3% -$3.62万 减仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 —— — 申报中断
XLC SELECT SECTOR SPDR TR $00.00%0 -1,889-100.0% -$22.24万 清仓
SNOW SNOWFLAKE INC $00.00%0 —— — 申报中断
AMD ADVANCED MICRO DEVICES INC $00.00%0 —— — 申报中断
BLK BLACKROCK INC $00.00%0 -187-100.0% -$20.02万 清仓