WHITTIER TRUST CO
SOUTH PASADENA CA · SEC CIK 0001137881
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWB US SCAP-SCHA | $944.43万 | 0.11% | 318,634 | -1,360 | -0.4% | -$4.03万 | 减仓 |
| BE | BLOOM ENERGY CORP A | $958.96万 | 0.11% | 71,034 | 70,303 | 9,617.4% | $949.09万 | 加仓 |
| P | PURE STORAGE INC | $966.25万 | 0.11% | 157,961 | 14,879 | 10.4% | $91.01万 | 加仓 |
| UNH | UNITED HEALTH | $973.93万 | 0.11% | 34,615 | -3,864 | -10.0% | -$108.72万 | 减仓 |
| VCIT | VANGUARD CORP VCIT | $980.46万 | 0.11% | 118,700 | 1,969 | 1.7% | $16.26万 | 加仓 |
| SNOW | SNOWFLAKE INC | $998.92万 | 0.11% | 66,871 | 8,759 | 15.1% | $130.84万 | 加仓 |
| H | HYATT HOTELS | $1,009.24万 | 0.11% | 69,131 | 5,902 | 9.3% | $86.16万 | 加仓 |
| CWI | SPDR MSCI ACWI X US | $1,022.63万 | 0.12% | 275,790 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE | $1,029.46万 | 0.12% | 69,638 | 6,251 | 9.9% | $92.41万 | 加仓 |
| VV | VANG LG-CAP | $1,031.80万 | 0.12% | 34,081 | -2,451 | -6.7% | -$74.20万 | 减仓 |
| CFR | CULLEN/FROST | $1,033.25万 | 0.12% | 73,835 | 7,061 | 10.6% | $98.81万 | 加仓 |
| GLD | SPDR GOLD | $1,045.86万 | 0.12% | 24,456 | -189 | -0.8% | -$8.08万 | 减仓 |
| GEHC | GE HEALTHCARE TECH | $1,046.56万 | 0.12% | 148,659 | 13,642 | 10.1% | $96.04万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $1,101.05万 | 0.12% | 78,222 | 7,294 | 10.3% | $102.67万 | 加仓 |
| BLK | BLACKROCK INC | $1,127.54万 | 0.13% | 11,752 | -670 | -5.4% | -$64.28万 | 减仓 |
| EMR | EMERSON ELECTRIC | $1,144.15万 | 0.13% | 86,247 | -4,896 | -5.4% | -$64.95万 | 减仓 |
| BROS | DUTCH BROS INC | $1,188.84万 | 0.13% | 224,183 | 21,800 | 10.8% | $115.61万 | 加仓 |
| LPLA | LPL FINANCIAL HLDGS | $1,191.12万 | 0.13% | 40,451 | 4,070 | 11.2% | $119.85万 | 加仓 |
| IWF | ISHARES RUSL1000 GRW | $1,196.84万 | 0.13% | 27,721 | 687 | 2.5% | $29.66万 | 加仓 |
| CMCSA | COMCAST CL A | $1,209.47万 | 0.14% | 437,262 | 21,075 | 5.1% | $58.29万 | 加仓 |
| FIX | COMFORT SYS | $1,212.95万 | 0.14% | 8,458 | 8,458 | — | $1,212.95万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $1,218.58万 | 0.14% | 37,600 | 3,552 | 10.4% | $115.12万 | 加仓 |
| IWV | ISHARES RUSSELL | $1,225.52万 | 0.14% | 32,643 | 11,200 | 52.2% | $420.48万 | 加仓 |
| DE | DEERE & CO | $1,227.47万 | 0.14% | 21,344 | -575 | -2.6% | -$33.07万 | 减仓 |
| VB | VANGUARD SMALL - CAP | $1,232.38万 | 0.14% | 46,416 | -1,374 | -2.9% | -$36.48万 | 减仓 |
| OLLI | OLLIE'S BARGAIN | $1,262.90万 | 0.14% | 129,915 | 11,929 | 10.1% | $115.96万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,271.10万 | 0.14% | 3,019 | 2,377 | 370.2% | $1,000.79万 | 加仓 |
| PR | PERMIAN RESOURCES | $1,282.44万 | 0.14% | 606,927 | 70,065 | 13.1% | $148.05万 | 加仓 |
| CSCO | CISCO SYS INC | $1,288.18万 | 0.15% | 160,152 | -9,571 | -5.6% | -$76.98万 | 减仓 |
| MLM | MARTIN MARIETTA | $1,301.58万 | 0.15% | 21,748 | 1,680 | 8.4% | $100.54万 | 加仓 |
| BRO | BROWN & BROWN INC | $1,305.00万 | 0.15% | 196,182 | 16,310 | 9.1% | $108.49万 | 加仓 |
| DDOG | DATADOG INC | $1,320.13万 | 0.15% | 113,316 | 8,651 | 8.3% | $100.78万 | 加仓 |
| RDNT | RADNET INC | $1,329.75万 | 0.15% | 241,509 | 22,216 | 10.1% | $122.32万 | 加仓 |
| AEP | AMERICAN ELECT POWER | $1,340.16万 | 0.15% | 101,251 | 5,070 | 5.3% | $67.11万 | 加仓 |
| DINO | HF SINCLAIR CORP | $1,350.88万 | 0.15% | 220,804 | 20,218 | 10.1% | $123.69万 | 加仓 |
| AMGN | AMGEN INC | $1,360.30万 | 0.15% | 39,709 | -8,102 | -16.9% | -$277.55万 | 减仓 |
| VIG | VANGUARD DIV APP-VIG | $1,365.58万 | 0.15% | 62,982 | -96 | -0.2% | -$2.08万 | 减仓 |
| BOOT | BOOT BARN HOLDINGS | $1,382.52万 | 0.16% | 92,768 | -11,563 | -11.1% | -$172.32万 | 减仓 |
| SHW | SHERWIN WILLIAMS | $1,402.18万 | 0.16% | 44,318 | -865 | -1.9% | -$27.37万 | 减仓 |
| PEP | PEPSICO INC | $1,481.16万 | 0.17% | 94,504 | -2,580 | -2.7% | -$40.44万 | 减仓 |
| ACWX | ISHARES NON-US STOCK | $1,489.66万 | 0.17% | 214,958 | 37,615 | 21.2% | $260.67万 | 加仓 |
| DG | DOLLAR GENERAL | $1,489.89万 | 0.17% | 119,182 | 10,981 | 10.1% | $137.27万 | 加仓 |
| ORCL | ORACLE SYSTEMS | $1,495.36万 | 0.17% | 102,745 | -12,606 | -10.9% | -$183.47万 | 减仓 |
| TRV | TRAVELERS | $1,532.13万 | 0.17% | 51,840 | -382 | -0.7% | -$11.29万 | 减仓 |
| EXP | EAGLE MATERIAL | $1,556.24万 | 0.18% | 83,822 | 7,585 | 9.9% | $140.82万 | 加仓 |
| KO | COCA COLA CO | $1,573.53万 | 0.18% | 203,772 | -632 | -0.3% | -$4.88万 | 减仓 |
| MA | MASTER CARD INC. | $1,585.14万 | 0.18% | 31,608 | 155 | 0.5% | $7.77万 | 加仓 |
| EFA | ISHARES MSCI EAFE | $1,615.95万 | 0.18% | 164,072 | -635 | -0.4% | -$6.25万 | 减仓 |
| — | TOPBUILD CORP | $1,634.41万 | 0.18% | 45,316 | 4,009 | 9.7% | $144.59万 | 加仓 |
| SSD | SIMPSON MANUFACTUR | $1,634.68万 | 0.18% | 97,529 | 8,877 | 10.0% | $148.79万 | 加仓 |
| LOW | LOWES COS | $1,687.47万 | 0.19% | 71,746 | 3,467 | 5.1% | $81.54万 | 加仓 |
| MNST | MONSTER BEVERAGE | $1,719.41万 | 0.19% | 231,852 | 222,211 | 2,304.9% | $1,647.92万 | 加仓 |
| QQQ | INVESCO QQQ TRUST | $1,771.51万 | 0.20% | 30,102 | 106 | 0.4% | $6.24万 | 加仓 |
| IWR | ISHARES RUSL MIDCAP | $1,799.40万 | 0.20% | 182,218 | -1,331 | -0.7% | -$13.14万 | 减仓 |
| ABT | ABBOTT LABS | $1,921.23万 | 0.22% | 187,804 | -216,830 | -53.6% | -$2,218.17万 | 减仓 |
| AXP | AMERICAN EXPRESS | $2,023.96万 | 0.23% | 66,201 | 277 | 0.4% | $8.47万 | 加仓 |
| MCD | MCDONALDS CORP | $2,027.11万 | 0.23% | 65,441 | -732 | -1.1% | -$22.67万 | 减仓 |
| BSX | BOSTON SCIENTIFIC | $2,054.37万 | 0.23% | 328,226 | 322,161 | 5,311.8% | $2,016.41万 | 加仓 |
| COF | CAPITAL ONE | $2,106.17万 | 0.24% | 114,335 | 10,751 | 10.4% | $198.04万 | 加仓 |
| UBER | UBER TECHNOLOGIES | $2,119.89万 | 0.24% | 293,735 | 279,828 | 2,012.1% | $2,019.52万 | 加仓 |
| ODFL | OLD DOMINION | $2,186.29万 | 0.25% | 108,136 | 8,423 | 8.4% | $170.30万 | 加仓 |
| HD | HOME DEPOT | $2,370.33万 | 0.27% | 72,565 | -90 | -0.1% | -$2.94万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,424.04万 | 0.27% | 261,408 | 16,101 | 6.6% | $149.30万 | 加仓 |
| TDY | TELEDYNE TECH | $2,429.51万 | 0.27% | 38,441 | 3,179 | 9.0% | $200.92万 | 加仓 |
| CASY | CASEY'S GENE | $2,448.57万 | 0.28% | 32,745 | 2,974 | 10.0% | $222.39万 | 加仓 |
| — | EXXON-MOBIL | $2,493.75万 | 0.28% | 152,645 | -691 | -0.5% | -$11.29万 | 减仓 |
| ECL | ECOLAB INC | $2,513.09万 | 0.28% | 94,113 | 5,191 | 5.8% | $138.61万 | 加仓 |
| VEU | VGRD ALL WORLD EX-US | $2,596.00万 | 0.29% | 341,669 | 8,174 | 2.5% | $62.11万 | 加仓 |
| PG | PROCTER & GAMBLE | $2,771.66万 | 0.31% | 194,135 | -100,132 | -34.0% | -$1,429.58万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $2,875.24万 | 0.32% | 104,493 | 6,006 | 6.1% | $165.26万 | 加仓 |
| EWBC | EAST WEST BANC | $2,904.58万 | 0.33% | 264,173 | 20,264 | 8.3% | $222.80万 | 加仓 |
| SUI | SUN CMNTYS | $2,905.10万 | 0.33% | 227,245 | -37,266 | -14.1% | -$476.41万 | 减仓 |
| IWB | ISHR RUSSELL 1000 | $2,981.39万 | 0.34% | 82,482 | -2,779 | -3.3% | -$100.45万 | 减仓 |
| MU | MICRON TECH | $3,010.07万 | 0.34% | 79,682 | 74,813 | 1,536.5% | $2,826.14万 | 加仓 |
| DIS | DISNEY WALT CO | $3,080.69万 | 0.35% | 319,972 | 8,079 | 2.6% | $77.78万 | 加仓 |
| MCK | MCKESSON HBOC INC | $3,098.23万 | 0.35% | 36,162 | 321 | 0.9% | $27.50万 | 加仓 |
| VO | VANGUARD MID - CAP | $3,131.69万 | 0.35% | 107,478 | 689 | 0.6% | $20.08万 | 加仓 |
| RBC | RBC BEARINGS INC | $3,177.85万 | 0.36% | 57,528 | -2,944 | -4.9% | -$162.63万 | 减仓 |
| SPGI | S&P GLOBAL INC. | $3,245.96万 | 0.37% | 74,773 | 3,344 | 4.7% | $145.17万 | 加仓 |
| MRSH | MARSH & MCLENNAN | $3,254.55万 | 0.37% | 186,166 | 7,695 | 4.3% | $134.52万 | 加仓 |
| CAT | CATERPILLAR INC | $3,295.06万 | 0.37% | 45,686 | 178 | 0.4% | $12.84万 | 加仓 |
| XBI | SPDR BIOTECH - XBI | $3,319.20万 | 0.37% | 257,702 | 19,767 | 8.3% | $254.60万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY | $3,367.55万 | 0.38% | 47 | -6 | -11.3% | -$429.90万 | 减仓 |
| KKR | KKR & CO INC - A | $3,538.81万 | 0.40% | 388,667 | 190,430 | 96.1% | $1,733.86万 | 加仓 |
| SCHW | CHARLES SCHWAB | $3,579.01万 | 0.40% | 384,881 | 14,538 | 3.9% | $135.19万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,764.38万 | 0.42% | 170,604 | 114,183 | 202.4% | $2,519.45万 | 加仓 |
| IWN | ISHARES RUSL2000 VAL | $3,847.23万 | 0.43% | 199,452 | -2,514 | -1.2% | -$48.49万 | 减仓 |
| EQT | EQT CORP COM. | $3,885.66万 | 0.44% | 643,321 | 56,149 | 9.6% | $339.14万 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE | $3,925.44万 | 0.44% | 426,076 | 26,226 | 6.6% | $241.62万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIE | $4,041.09万 | 0.46% | 273,176 | 77,934 | 39.9% | $1,152.88万 | 加仓 |
| VRT | VERTIV HOLDINGS CO-A | $4,042.81万 | 0.46% | 156,256 | 14,226 | 10.0% | $368.07万 | 加仓 |
| CW | CURTISS-WRIGHT | $4,282.81万 | 0.48% | 61,260 | -1,518 | -2.4% | -$106.13万 | 减仓 |
| CBRE | CB RICHARD | $4,316.88万 | 0.49% | 316,975 | 273,448 | 628.2% | $3,724.09万 | 加仓 |
| COP | CONOCOPHILLIP | $4,359.03万 | 0.49% | 331,133 | 28,488 | 9.4% | $375.02万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,365.58万 | 0.49% | 181,167 | -2,988 | -1.6% | -$72.00万 | 减仓 |
| PM | PHILIP MORRIS INTL | $4,518.77万 | 0.51% | 281,824 | -98,464 | -25.9% | -$1,578.77万 | 减仓 |
| URI | UNITED RENTALS | $4,537.69万 | 0.51% | 61,612 | 204 | 0.3% | $15.02万 | 加仓 |
| VLO | VALERO ENERGY | $4,576.72万 | 0.52% | 186,364 | -25,740 | -12.1% | -$632.12万 | 减仓 |
| IEFA | ISHARES EAFE-IEFA | $4,892.27万 | 0.55% | 532,405 | 72,546 | 15.8% | $666.63万 | 加仓 |
| NFLX | NETFLIX | $4,923.91万 | 0.55% | 497,717 | 457,585 | 1,140.2% | $4,526.89万 | 加仓 |