13F 机构持仓

WHITTIER TRUST CO

SOUTH PASADENA CA · SEC CIK 0001137881

2026Q22026Q1 更早 9 个季度 🔒
$88.74亿2026Q1 申报市值
1,343持仓数
36.1%前十大占比 · 第一大 5.5%
87 / 98新建仓 / 清仓
申报市值走势$101.86亿2026Q2
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

NVDA 5.5%
AAPL 5.0%
GOOG 5.0%
MSFT 4.1%
AMZN 3.3%
SPY 3.3%
IVV 3.0%
AVGO 3.0%
JPM 2.2%
META 1.7%

2026Q1 买入最多 按季末市值估算

LITE 加仓+$5,692.17万
NFLX 加仓+$4,526.89万
CBRE 加仓+$3,724.09万
IWC 加仓+$3,321.98万
MU 加仓+$2,826.14万

2026Q1 卖出最多 按季末市值估算

NVDA 减仓-$1.07亿
AAPL 减仓-$2,973.16万
LLY 减仓-$2,644.81万
GOOG 减仓-$2,240.16万
ABT 减仓-$2,218.17万

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
ACWI ISHARES ACWI $100.31万0.01%7,157 00.0% — 不变
CTAS CINTAS CORP $100.68万0.01%5,864 1,22826.5% $21.08万 加仓
WMB WILLIAMS $100.82万0.01%13,889 5964.5% $4.33万 加仓
SPHY SPDR PORTFOLIO HIGH $102.63万0.01%43,971 5,42614.1% $12.66万 加仓
VGIT VANGUARD INTERMEDIAT $103.42万0.01%17,446 -5,332-23.4% -$31.61万 减仓
GDX VANECK VCTR GOLD-GDX $104.20万0.01%11,106 3,63048.6% $34.06万 加仓
— WELLS FARGO CO 7.5 $106.85万0.01%914 42687.3% $49.80万 加仓
SPHQ INVESCO S&P 500 QLTY $108.46万0.01%14,200 00.0% — 不变
OKE ONEOK INC $108.79万0.01%12,293 1961.6% $1.73万 加仓
NUDM NUVEEN ESG INTL DEV $112.49万0.01%30,769 00.0% — 不变
BR BROADRIDGE FINL $114.66万0.01%7,057 -288-3.9% -$4.68万 减仓
DELL DELL TECHNOLOGIES -C $115.13万0.01%6,648 -199-2.9% -$3.45万 减仓
VOT VANGUARD MID-CAP $117.02万0.01%4,450 -447-9.1% -$11.75万 减仓
JNK SPDR BBG BARC HIGH $118.67万0.01%12,373 1741.4% $1.67万 加仓
CMI CUMMINS ENGINE $118.73万0.01%2,151 743.6% $4.08万 加仓
MUB ETF NATL MUNIS $119.17万0.01%11,195 4,11558.1% $43.80万 加仓
ZTS ZOETIS INC $119.75万0.01%10,126 -660-6.1% -$7.81万 减仓
VFVA VANGUARD U.S. VALUE $123.14万0.01%9,058 340.4% $4,622 加仓
UPS UNITED PARCEL $124.30万0.01%12,793 -2,165-14.5% -$21.04万 减仓
CSX CSX CORP $124.88万0.01%30,106 -1,359-4.3% -$5.64万 减仓
DGS WISDOMTREE EM - DGS $125.02万0.01%20,847 -393-1.9% -$2.36万 减仓
XYL XYLEM INC $125.56万0.01%10,138 -811-7.4% -$10.04万 减仓
AFL AFLAC $126.05万0.01%11,432 -258-2.2% -$2.84万 减仓
XLF ETF FINANCIAL $129.42万0.01%25,947 -4,667-15.2% -$23.28万 减仓
LNG CHENIERE ENERGY INC $131.04万0.01%4,613 -2,748-37.3% -$78.06万 减仓
NUMG NUSHARES ESG MIDCAP $131.19万0.01%31,437 -31,186-49.8% -$130.14万 减仓
XLV SPDR HEALTH CARE SEL $132.05万0.01%9,027 -743-7.6% -$10.87万 减仓
IWP ISHARES RUSL MID GRW $133.43万0.02%10,277 -52-0.5% -$6,751 减仓
SGOL ABERDEEN STD GOLD $134.38万0.02%30,300 00.0% — 不变
DSI ISHR MSCI SOCIAL DSI $135.45万0.02%11,028 -2,450-18.2% -$30.09万 减仓
SYK STRYKER CORP $136.01万0.02%4,093 -808-16.5% -$26.85万 减仓
VXUS VANGUARD INTL-VXUS $137.69万0.02%17,660 5173.0% $4.03万 加仓
SRE SEMPRA CORP $139.50万0.02%14,233 -133-0.9% -$1.30万 减仓
SOLS Solstice Advanced Materials Inc. $140.20万0.02%17,968 -52,539-74.5% -$409.96万 减仓
TMUS T-MOBILE US INC $143.20万0.02%7,210 -565-7.3% -$11.22万 减仓
SGOV iShares Trust $143.82万0.02%14,319 -16,660-53.8% -$167.33万 减仓
ADBE ADOBE SYSTEMS $144.05万0.02%5,895 1,09222.7% $26.68万 加仓
APD AIR PRODUCTS $144.44万0.02%4,911 -37-0.7% -$1.09万 减仓
— GUGGENHEIM TAXABLE $144.64万0.02%100,514 00.0% — 不变
VDE ETF VANGUARD EGY VDE $145.20万0.02%8,585 -1,198-12.2% -$20.26万 减仓
IJT ISHARES SMCAP GROWT $145.52万0.02%9,848 -437-4.2% -$6.46万 减仓
FDX FEDEX CORP $147.73万0.02%4,117 00.0% — 不变
TPL TEXAS PACIFIC LAND $148.39万0.02%3,306 00.0% — 不变
ABNB AIRBNB INC-CLASS A $150.10万0.02%11,837 -1,066-8.3% -$13.52万 减仓
IGIB ETF INTERMED CREDIT $152.67万0.02%28,757 00.0% — 不变
ARCC ARES CAPITAL $152.68万0.02%83,430 -1,953-2.3% -$3.57万 减仓
DVY ISHARES DJ SLCT DIVD $154.23万0.02%10,151 00.0% — 不变
VOE VANGUARD MCAP V VOE $154.68万0.02%8,313 -3,901-31.9% -$72.58万 减仓
C CITIGROUP INC $156.51万0.02%13,336 -5,695-29.9% -$66.84万 减仓
PWR QUANTA SVCS $162.43万0.02%2,930 -3,028-50.8% -$167.87万 减仓
IJJ ISHARES S&P MID VAL $164.54万0.02%12,276 00.0% — 不变
VTHR VANGRD RUS 3000-VTHR $165.02万0.02%5,660 00.0% — 不变
XLY CONSUMER DISCRETION $167.81万0.02%15,390 -3,932-20.3% -$42.87万 减仓
SPYM SPDR PORTFOLIO S&P $169.17万0.02%21,811 00.0% — 不变
XLC COMM SERV SELECT SEC $170.71万0.02%15,275 -1,838-10.7% -$20.54万 减仓
IQV IQVIA HOLDINGS INC $171.78万0.02%10,062 -6,721-40.0% -$114.74万 减仓
MPC MARATHON PETE CORP $174.17万0.02%7,215 -675-8.6% -$16.29万 减仓
GGG GRACO INC $175.48万0.02%20,759 -174,575-89.4% -$1,475.68万 减仓
TGT TARGET CORP $176.80万0.02%14,467 -63-0.4% -$7,699 减仓
NGL NGL ENERGY PARTNERS $176.86万0.02%138,500 00.0% — 不变
BNY BONY - MELLON $178.30万0.02%14,422 -133-0.9% -$1.64万 减仓
CARR CARRIER GLOBAL CORP $179.63万0.02%32,314 -1,194-3.6% -$6.64万 减仓
T AT&T INC $180.69万0.02%63,803 2,7074.4% $7.67万 加仓
PAYX PAYCHEX INC $180.81万0.02%19,685 7524.0% $6.91万 加仓
CI CIGNA CORP $181.43万0.02%6,581 -34-0.5% -$9,373 减仓
VUG VANGUARD GROWTH $184.19万0.02%4,148 -1,071-20.5% -$47.56万 减仓
GPC GENUINE PARTS CO $185.19万0.02%17,612 -507-2.8% -$5.33万 减仓
NKE NIKE $186.83万0.02%42,432 -7,251-14.6% -$31.93万 减仓
WLDN WILLDAN GROUP INC $186.84万0.02%23,657 00.0% — 不变
CDNS CADENCE DESIGN $187.55万0.02%6,713 -844-11.2% -$23.58万 减仓
IJK ISHARES MIDCAP GROWT $190.45万0.02%18,642 -58-0.3% -$5,925 减仓
STIP ISHS 0-5 TIPS - STIP $190.56万0.02%18,442 5,25039.8% $54.25万 加仓
SLV ISHARES SILVER $192.06万0.02%29,060 -482-1.6% -$3.19万 减仓
CTVA CORTEVA INC $192.54万0.02%22,853 3731.7% $3.14万 加仓
INTC INTEL CORP $193.86万0.02%38,177 5391.4% $2.74万 加仓
PGR PROGRESSIVE CORP $194.00万0.02%9,879 -1,832-15.6% -$35.98万 减仓
NUSC NUSHARES ESG SM CAP $195.35万0.02%42,812 -10,748-20.1% -$49.04万 减仓
GEV GE VERNOVA INC $198.32万0.02%2,210 -48-2.1% -$4.31万 减仓
SPG SIMON PPTY $199.59万0.02%10,492 -70,360-87.0% -$1,338.46万 减仓
VBK VANGUARD SMALL-CAP $202.24万0.02%6,564 -449-6.4% -$13.83万 减仓
PCAR PACCAR INC $204.24万0.02%17,262 750.4% $8,874 加仓
CMG CHIPOTLE MEXICAN $205.71万0.02%61,406 -57,867-48.5% -$193.85万 减仓
AMT AMER TOWER $207.85万0.02%11,800 -962-7.5% -$16.94万 减仓
VOOG VANGUARD ADMIRAL FDS $209.03万0.02%5,034 00.0% — 不变
IVE ISHARES BARRA VALUE $214.78万0.02%10,096 -90-0.9% -$1.91万 减仓
COR CENCORA INC $214.85万0.02%6,694 -208-3.0% -$6.68万 减仓
KRMN Karman Holdings Inc. $215.51万0.02%25,030 25,030— $215.51万 新建仓
KMI KINDER MORGAN / DELA $216.56万0.02%65,249 -2,759-4.1% -$9.16万 减仓
BSV VANGUARD SH - TERM $218.61万0.02%27,984 -2,160-7.2% -$16.87万 减仓
AJG GALLAGHER $219.77万0.02%10,023 -513-4.9% -$11.25万 减仓
XLE ENERGY SELECT SECTOR $225.80万0.03%37,835 -10,183-21.2% -$60.77万 减仓
VGT VANGUARD INFO TECH $228.30万0.03%3,188 -499-13.5% -$35.74万 减仓
FIGR Figure Technology Solutions Inc. $231.90万0.03%71,797 71,797— $231.90万 新建仓
FCNCA FIRST CITIZENS BCSHS $233.11万0.03%1,209 -6,455-84.2% -$1,244.58万 减仓
USMV ISHRS MSCI MIN VOL $233.65万0.03%25,011 00.0% — 不变
NAC NUVEEN CA MUN $244.19万0.03%211,237 10,9185.5% $12.62万 加仓
ATO ATMOS ENERGY $247.76万0.03%13,192 -468-3.4% -$8.79万 减仓
PANW PALO ALTO NETWORKS $250.60万0.03%15,474 5713.8% $9.25万 加仓
MSI MOTOROLA SOLUTIONS $257.74万0.03%5,839 -3,866-39.8% -$170.65万 减仓
IWS ISHARES RUSL MID VAL $260.80万0.03%17,617 -1,359-7.2% -$20.12万 减仓