Whitegate Investment Counselors, Inc.
CONCORD NH · SEC CIK 0001667102
$3.15亿2026Q1 申报市值
68持仓数
59.2%前十大占比 · 第一大 10.4%
2 / 1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
JCPB 加仓+$49.95万
VTV 加仓+$22.23万
SUSB 新建仓+$21.89万
SCHB 加仓+$20.07万
CSX 新建仓+$20.05万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$55.35万
IWF 减仓-$36.29万
JMST 减仓-$34.48万
VB 减仓-$32.53万
SHY 清仓-$25.01万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Cl B | $3,281.08万 | 10.43% | 68,470 | -1,155 | -1.7% | -$55.35万 | 减仓 |
| VUG | Vanguard Growth | $2,156.70万 | 6.86% | 49,376 | -354 | -0.7% | -$15.46万 | 减仓 |
| VB | Vanguard Small Cap | $2,063.09万 | 6.56% | 78,768 | -1,242 | -1.6% | -$32.53万 | 减仓 |
| IWF | iShares Tr Russell 1000 Growth | $1,977.52万 | 6.29% | 46,377 | -851 | -1.8% | -$36.29万 | 减仓 |
| VIG | Vanguard Div Appreciation | $1,880.96万 | 5.98% | 87,462 | -901 | -1.0% | -$19.38万 | 减仓 |
| VEA | Vanguard FTSE Developed Mkts | $1,824.95万 | 5.80% | 284,792 | 408 | 0.1% | $2.61万 | 加仓 |
| VTV | Vanguard Value | $1,807.16万 | 5.75% | 92,108 | 1,133 | 1.2% | $22.23万 | 加仓 |
| SCHD | Schwab US Div Equity Etf | $1,531.59万 | 4.87% | 499,215 | -4,013 | -0.8% | -$12.31万 | 减仓 |
| VO | Vanguard Mid Cap | $1,083.11万 | 3.44% | 37,715 | -6 | -0.0% | -$1,723 | 减仓 |
| IWP | iShares Russell Midcap Growth | $1,010.51万 | 3.21% | 78,872 | -143 | -0.2% | -$1.83万 | 减仓 |
| VCSH | Vanguard Corp Bond Short Term | $915.45万 | 2.91% | 115,485 | -1,383 | -1.2% | -$10.96万 | 减仓 |
| JMST | JPMorgan Ultra Short Muni Inco | $887.09万 | 2.82% | 174,007 | -6,763 | -3.7% | -$34.48万 | 减仓 |
| VTIP | Vanguard Sh-Term Inf | $881.02万 | 2.80% | 176,381 | -2,918 | -1.6% | -$14.58万 | 减仓 |
| EFA | iShares Tr Msci Eafe Fd | $861.96万 | 2.74% | 88,743 | -1,070 | -1.2% | -$10.39万 | 减仓 |
| SDY | Spdr SandP Dividend Etf | $752.60万 | 2.39% | 51,569 | -1,459 | -2.8% | -$21.29万 | 减仓 |
| JCPB | Jpmorgan Core Plus Bond | $748.59万 | 2.38% | 159,003 | 10,609 | 7.1% | $49.95万 | 加仓 |
| VBR | Vanguard Small Cap Value | $701.98万 | 2.23% | 32,312 | -431 | -1.3% | -$9.36万 | 减仓 |
| VOE | Vanguard Mid Cap Value | $527.59万 | 1.68% | 28,630 | -18 | -0.1% | -$3,317 | 减仓 |
| NYF | iShares New York Muni | $499.75万 | 1.59% | 94,080 | 2,490 | 2.7% | $13.23万 | 加仓 |
| IWR | iShares Russell Midcap | $472.43万 | 1.50% | 48,589 | -1,170 | -2.4% | -$11.38万 | 减仓 |
| IWN | iShares Tr Russell 2000 Value | $466.90万 | 1.48% | 24,627 | 53 | 0.2% | $1.00万 | 加仓 |
| VNQ | Vanguard Reit | $451.79万 | 1.44% | 50,934 | 345 | 0.7% | $3.06万 | 加仓 |
| BRK/A | Berkshire Hathaway Cl A | $430.88万 | 1.37% | 6 | 0 | 0.0% | — | 不变 |
| IYR | iShares US Real Estate | $330.39万 | 1.05% | 34,940 | -96 | -0.3% | -$9,078 | 减仓 |
| SCHB | Schwab US Broad Market | $322.34万 | 1.02% | 128,422 | 7,998 | 6.6% | $20.07万 | 加仓 |
| IWS | iShares Russell Midcap Value | $311.80万 | 0.99% | 21,394 | 0 | 0.0% | — | 不变 |
| JMUB | JP Morgan Municipal Etf | $282.67万 | 0.90% | 56,545 | -985 | -1.7% | -$4.92万 | 减仓 |
| SLYG | SPDR SandP 600 Sm Cap Gro | $266.24万 | 0.85% | 27,555 | 270 | 1.0% | $2.61万 | 加仓 |
| MDY | SPDR SandP MidCap 400 ETF | $255.96万 | 0.81% | 4,150 | 0 | 0.0% | — | 不变 |
| IWO | iShares Tr Russell 2000 Growth | $245.48万 | 0.78% | 7,823 | 0 | 0.0% | — | 不变 |
| VEU | Vanguard Intl Eqty Index/FTSE | $195.07万 | 0.62% | 25,974 | -295 | -1.1% | -$2.22万 | 减仓 |
| VTES | Vanguard Shrt Tax Exempt | $175.78万 | 0.56% | 17,380 | 0 | 0.0% | — | 不变 |
| VBK | Vanguard Small Cap Grwth | $145.30万 | 0.46% | 4,807 | -338 | -6.6% | -$10.22万 | 减仓 |
| IWD | iShares Russell 1000 Val | $128.84万 | 0.41% | 6,030 | -350 | -5.5% | -$7.48万 | 减仓 |
| MPC | Marathon Pete Corp | $126.35万 | 0.40% | 5,174 | 23 | 0.4% | $5,616 | 加仓 |
| IWB | iShares Tr Russell 1000 Index | $126.33万 | 0.40% | 3,543 | 0 | 0.0% | — | 不变 |
| IWM | iShares Tr Russell 2000 Index | $124.95万 | 0.40% | 5,038 | 0 | 0.0% | — | 不变 |
| VOT | Vanguard Mid Cap Growth | $100.12万 | 0.32% | 3,890 | 1 | 0.0% | $257 | 加仓 |
| VOO | Vanguard SandP 500 Etf | $95.09万 | 0.30% | 1,591 | 2 | 0.1% | $1,195 | 加仓 |
| AAPL | Apple Inc | $87.44万 | 0.28% | 3,445 | 2 | 0.1% | $508 | 加仓 |
| ICF | iShares Tr Cohen & Steer | $79.37万 | 0.25% | 12,825 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard Msci Emerging | $65.75万 | 0.21% | 12,165 | 121 | 1.0% | $6,540 | 加仓 |
| NFLX | Netflix Inc | $57.69万 | 0.18% | 6,000 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $56.78万 | 0.18% | 1,534 | 3 | 0.2% | $1,110 | 加仓 |
| AMZN | Amazon Com Inc | $49.98万 | 0.16% | 2,400 | 0 | 0.0% | — | 不变 |
| SHM | SPDR Nuveen Barclays Short Ter | $47.97万 | 0.15% | 10,030 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE Group Inc | $46.80万 | 0.15% | 3,455 | 0 | 0.0% | — | 不变 |
| VGSH | Vanguard Short Term | $41.33万 | 0.13% | 7,060 | 2,710 | 62.3% | $15.86万 | 加仓 |
| — | Broadcom Inc | $40.45万 | 0.13% | 1,307 | 3 | 0.2% | $928 | 加仓 |
| LMAT | Lemaitre Vascular Inc | $36.17万 | 0.12% | 3,313 | 7 | 0.2% | $764 | 加仓 |
| CMF | iShares California Muni | $36.11万 | 0.11% | 6,350 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corporation | $35.63万 | 0.11% | 2,100 | -105 | -4.8% | -$1.78万 | 减仓 |
| JSCP | Jpmorgan Short Duration | $31.73万 | 0.10% | 6,708 | 1,012 | 17.8% | $4.79万 | 加仓 |
| MUB | iShares National Muni Bond | $29.35万 | 0.09% | 2,765 | 0 | 0.0% | — | 不变 |
| MRK | Merck and Co Inc | $26.30万 | 0.08% | 2,186 | 16 | 0.7% | $1,925 | 加仓 |
| EUSB | Ishares Esg Advnc Ttl | $26.18万 | 0.08% | 6,018 | 839 | 16.2% | $3.65万 | 加仓 |
| TREX | Trex Company Inc | $25.86万 | 0.08% | 7,100 | -600 | -7.8% | -$2.19万 | 减仓 |
| ESGV | Vanguard ESSG US Stock | $25.47万 | 0.08% | 2,269 | -100 | -4.2% | -$1.12万 | 减仓 |
| SPSM | SPDR Portfolio SandP 600 Sm Cap | $24.91万 | 0.08% | 5,155 | 0 | 0.0% | — | 不变 |
| XVV | iShares ESG Screened SandP 500 | $24.82万 | 0.08% | 5,043 | -234 | -4.4% | -$1.15万 | 减仓 |
| ABBV | Abbvie Inc | $23.07万 | 0.07% | 1,061 | 101 | 10.5% | $2.20万 | 加仓 |
| SUSB | Ishares Esg Awr 1-5 Y | $21.89万 | 0.07% | 8,732 | 8,732 | — | $21.89万 | 新建仓 |
| VGLT | Vanguard Long Term | $20.09万 | 0.06% | 3,630 | 0 | 0.0% | — | 不变 |
| CSX | C S X Corp | $20.05万 | 0.06% | 4,885 | 4,885 | — | $20.05万 | 新建仓 |
| ORN | Orion Marine Group Inc | $16.13万 | 0.05% | 14,800 | 0 | 0.0% | — | 不变 |
| NWL | Newell Brands Inc | $5.13万 | 0.02% | 14,950 | 248 | 1.7% | $851 | 加仓 |
| — | Hypersolar Inc | $3,186 | 0.00% | 146,833 | 0 | 0.0% | — | 不变 |
| SHY | iShares Tr 1-3 Yr Treas Bond | $0 | 0.00% | 0 | -3,020 | -100.0% | -$25.01万 | 清仓 |
| ESML | iShares ESG Aware MSCI US Sm C | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Adelphia Commun Cp Clxxx | $0 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |