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
GOOGL ALPHABET INC $2,718.30万6.20%94,530 -299-0.3% -$8.60万 减仓
WMT WALMART INC $2,314.28万5.28%186,214 -6-0.0% -$746 减仓
AAPL APPLE INC $2,305.79万5.26%90,854 -9,699-9.6% -$246.15万 减仓
JPM JPMORGAN CHASE & CO $2,261.22万5.16%76,870 -895-1.2% -$26.33万 减仓
NVDA NVIDIA CORPORATION $2,208.31万5.04%126,623 2,4822.0% $43.29万 加仓
AMZN AMAZON COM INC $1,604.99万3.66%77,063 3050.4% $6.35万 加仓
MSFT MICROSOFT CORP $1,528.04万3.49%41,279 2070.5% $7.66万 加仓
MCD MCDONALDS CORP $1,019.95万2.33%32,818 2110.6% $6.56万 加仓
— HONEYWELL INTL INC $1,016.51万2.32%44,972 -664-1.5% -$15.01万 减仓
V VISA INC $998.32万2.28%33,030 1540.5% $4.65万 加仓
GS GOLDMAN SACHS GROUP INC $979.66万2.23%11,580 -141-1.2% -$11.93万 减仓
ABBV ABBVIE INC $911.04万2.08%41,888 1,3563.3% $29.49万 加仓
CAT CATERPILLAR INC $841.55万1.92%11,878 4283.7% $30.32万 加仓
DUK DUKE ENERGY CORP NEW $813.92万1.86%62,160 9,04917.0% $118.49万 加仓
— EXXON MOBIL CORP $789.05万1.80%46,508 -169-0.4% -$2.87万 减仓
PEP PEPSICO INC $766.76万1.75%49,376 -82-0.2% -$1.27万 减仓
JNJ JOHNSON & JOHNSON $644.71万1.47%26,375 -142-0.5% -$3.47万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $621.57万1.42%12,971 1411.1% $6.76万 加仓
PG PROCTER & GAMBLE CO $560.26万1.28%38,788 -529-1.3% -$7.64万 减仓
TFC TRUIST FINL CORP $554.47万1.26%120,615 -341-0.3% -$1.57万 减仓
MRK MERCK & CO INC $533.84万1.22%44,379 -172-0.4% -$2.07万 减仓
ROK ROCKWELL AUTOMATION INC $513.49万1.17%14,308 -562-3.8% -$20.17万 减仓
CVX CHEVRON CORPORATION $488.54万1.11%23,612 2611.1% $5.40万 加仓
LOW LOWES COS INC $481.48万1.10%20,377 1320.7% $3.12万 加仓
DE DEERE & CO $462.53万1.06%8,211 -8-0.1% -$4,506 减仓
SCHB SCHWAB STRATEGIC TR $449.79万1.03%179,198 -14,052-7.3% -$35.27万 减仓
HD HOME DEPOT INC $431.07万0.98%13,106 2441.9% $8.03万 加仓
COST COSTCO WHOLESALE CORPORATION $371.77万0.85%3,731 1704.8% $16.94万 加仓
RTX RTX CORPORATION $360.38万0.82%18,682 -153-0.8% -$2.95万 减仓
RY ROYAL BK CDA $342.41万0.78%21,165 -80-0.4% -$1.29万 减仓
IAU ISHARES GOLD TR $331.69万0.76%37,624 -9-0.0% -$793 减仓
EMR EMERSON ELEC CO $313.83万0.72%23,952 -399-1.6% -$5.23万 减仓
FNDX SCHWAB STRATEGIC TR $294.67万0.67%105,806 4,5054.4% $12.55万 加仓
KO COCA COLA CO $292.57万0.67%38,470 5941.6% $4.52万 加仓
ISRG INTUITIVE SURGICAL INC $288.30万0.66%6,254 -95-1.5% -$4.38万 减仓
ABT ABBOTT LABORATORIES $285.48万0.65%27,805 -506-1.8% -$5.20万 减仓
CMI CUMMINS INC $279.72万0.64%5,199 390.8% $2.10万 加仓
MMM 3M CO $277.27万0.63%19,092 2,04512.0% $29.70万 加仓
META META PLATFORMS INC $271.70万0.62%4,749 -74-1.5% -$4.23万 减仓
BSCS INVESCO EXCH TRD SLF IDX FD $265.21万0.60%129,857 15,47413.5% $31.60万 加仓
B BARRICK MNG CORP $262.57万0.60%64,371 -8-0.0% -$326 减仓
MO ALTRIA GROUP INC $255.60万0.58%38,732 3480.9% $2.30万 加仓
PEO ADAM NAT RES FD INC $248.82万0.57%89,504 1,9582.2% $5.44万 加仓
PFE PFIZER INC $244.59万0.56%87,102 3,2523.9% $9.13万 加仓
XLB SELECT SECTOR SPDR TR $218.74万0.50%43,775 1,2282.9% $6.14万 加仓
SCHD SCHWAB STRATEGIC TR $209.35万0.48%68,237 9351.4% $2.87万 加仓
LIN LINDE PLC $202.47万0.46%4,084 -1-0.0% -$496 减仓
SCHW SCHWAB CHARLES CORP $199.89万0.46%21,269 1,3466.8% $12.65万 加仓
AMGN AMGEN INC $199.75万0.46%5,677 -120-2.1% -$4.22万 减仓
SCHG SCHWAB STRATEGIC TR $198.05万0.45%67,988 6,41610.4% $18.69万 加仓
SPGI S&P GLOBAL INC $196.21万0.45%4,613 00.0% — 不变
PANW PALO ALTO NETWORKS INC $190.73万0.44%11,897 1131.0% $1.81万 加仓
VZ VERIZON COMMUNICATIONS INC $190.39万0.43%37,927 -921-2.4% -$4.62万 减仓
AMAT APPLIED MATLS INC $182.15万0.42%5,329 -60-1.1% -$2.05万 减仓
NSC NORFOLK SOUTHN CORP $178.43万0.41%6,217 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $174.25万0.40%2,960 00.0% — 不变
PFF ISHARES TR $173.76万0.40%57,307 8,45917.3% $25.65万 加仓
CRWD CROWDSTRIKE HLDGS INC $171.43万0.39%4,391 1,03330.8% $40.33万 加仓
IBM INTERNATIONAL BUSINESS MACHS $154.04万0.35%6,355 -135-2.1% -$3.27万 减仓
LLY ELI LILLY & CO $151.85万0.35%1,651 19313.2% $17.75万 加仓
PM PHILIP MORRIS INTL INC $148.67万0.34%8,992 -46-0.5% -$7,606 减仓
NFLX NETFLIX INC. $144.90万0.33%15,070 -75-0.5% -$7,211 减仓
SCHV SCHWAB STRATEGIC TR $139.46万0.32%45,724 -1,327-2.8% -$4.05万 减仓
KR KROGER CO $134.83万0.31%18,633 -699-3.6% -$5.06万 减仓
FCNCA FIRST CTZNS BANCSHARES INC D $133.43万0.30%708 -6-0.8% -$1.13万 减仓
BNY BANK NEW YORK MELLON CORP $128.95万0.29%10,870 -190-1.7% -$2.25万 减仓
GD GENERAL DYNAMICS CORP $128.64万0.29%3,748 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $127.83万0.29%33,782 -97-0.3% -$3,671 减仓
XLK SELECT SECTOR SPDR TR $122.71万0.28%9,233 -628-6.4% -$8.35万 减仓
MA MASTERCARD INCORPORATED $119.67万0.27%2,395 100.4% $4,997 加仓
GILD GILEAD SCIENCES INC $117.54万0.27%8,433 -446-5.0% -$6.22万 减仓
D DOMINION ENERGY INC $114.98万0.26%18,599 3,09420.0% $19.13万 加仓
NDAQ NASDAQ INC $114.01万0.26%13,430 2842.2% $2.41万 加仓
IYC ISHARES TR $113.90万0.26%11,752 140.1% $1,357 加仓
AVGO BROADCOM INC $108.78万0.25%3,514 3079.6% $9.50万 加仓
PSX PHILLIPS 66 $108.11万0.25%5,934 901.5% $1.64万 加仓
COF CAPITAL ONE FINL CORP $107.25万0.24%5,879 -10-0.2% -$1,824 减仓
TY TRI CONTL CORP $106.84万0.24%33,821 690.2% $2,180 加仓
NKE NIKE INC $106.66万0.24%20,193 -2,092-9.4% -$11.05万 减仓
CSCO CISCO SYS INC $103.58万0.24%13,349 2411.8% $1.87万 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $103.20万0.24%55,305 23,43773.5% $43.73万 加仓
LHX L3HARRIS TECHNOLOGIES INC $102.68万0.23%2,975 541.8% $1.86万 加仓
KMB KIMBERLY-CLARK CORP $100.81万0.23%10,450 850.8% $8,200 加仓
MU MICRON TECHNOLOGY INC $100.03万0.23%2,961 -302-9.3% -$10.20万 减仓
FNDF SCHWAB STRATEGIC TR $99.92万0.23%20,420 1,3877.3% $6.79万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $99.33万0.23%50,614 10,06524.8% $19.75万 加仓
MDT MEDTRONIC PLC $98.30万0.22%11,344 -350-3.0% -$3.03万 减仓
BAC BANK AMERICA CORP $94.50万0.22%19,384 -1-0.0% -$49 减仓
UNP UNION PAC CORP $92.24万0.21%3,802 1223.3% $2.96万 加仓
GOOG ALPHABET INC $89.47万0.20%3,119 -36-1.1% -$1.03万 减仓
RVT ROYCE SMALL CAP TRUST INC $88.46万0.20%53,292 2,1254.2% $3.53万 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $84.55万0.19%50,570 35,872244.1% $59.97万 加仓
FCX FREEPORT MCMORAN INC $79.45万0.18%13,516 5864.5% $3.44万 加仓
ORCL ORACLE CORP $74.00万0.17%5,030 90622.0% $13.33万 加仓
UNH UNITEDHEALTH GROUP INC $73.65万0.17%2,722 1937.6% $5.22万 加仓
KLAC KLA CORP $73.62万0.17%500 00.0% — 不变
IYF ISHARES TR $69.71万0.16%5,925 -270-4.4% -$3.18万 减仓
NOBL PROSHARES TR $66.69万0.15%6,290 1,01319.2% $10.74万 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $66.14万0.15%33,867 6,65024.4% $12.99万 加仓
NOC NORTHROP GRUMMAN CORP $65.22万0.15%956 -41-4.1% -$2.80万 减仓