Whipplewood Advisors, LLC
LITTLETON CO · SEC CIK 0002052510
$1.93亿2026Q1 申报市值
1,065持仓数
32.6%前十大占比 · 第一大 9.0%
596 / 36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
NPFE 新建仓+$1,087.40万
JAAA 加仓+$949.76万
JPLD 新建仓+$784.70万
NVDA 加仓+$69.60万
ARES 新建仓+$65.96万
2026Q1 卖出最多 按季末市值估算
OBDC 清仓-$104.53万
VT 减仓-$87.81万
TRIN 清仓-$41.50万
IVV 减仓-$39.26万
OWL 减仓-$36.82万
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 |
|---|---|---|---|---|---|---|---|---|
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -84,091 | -100.0% | -$104.53万 | 清仓 |
| TRIN | TRINITY CAP INC | $0 | 0.00% | 0 | -28,327 | -100.0% | -$41.50万 | 清仓 |
| — | BLACKROCK MUNIYIELD QUALITY | $0 | 0.00% | 0 | -35,418 | -100.0% | -$35.60万 | 清仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $0 | 0.00% | 0 | -22,937 | -100.0% | -$30.60万 | 清仓 |
| CCAP | CRESCENT CAP BDC INC | $0 | 0.00% | 0 | -15,288 | -100.0% | -$21.48万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -1,558 | -100.0% | -$18.97万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -860 | -100.0% | -$3.85万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -305 | -100.0% | -$3.47万 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -1,142 | -100.0% | -$2.06万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -679 | -100.0% | -$9,744 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -40 | -100.0% | -$7,354 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -63 | -100.0% | -$7,067 | 清仓 |
| — | EAGLE POINT INCOME COMPANY I | $0 | 0.00% | 0 | -334 | -100.0% | -$3,811 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -200 | -100.0% | -$1,400 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,367 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -5 | -100.0% | -$1,116 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -13 | -100.0% | -$1,094 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -7 | -100.0% | -$982 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -2 | -100.0% | -$892 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -7 | -100.0% | -$861 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$845 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -2 | -100.0% | -$803 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -3 | -100.0% | -$675 | 清仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -12 | -100.0% | -$655 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -7 | -100.0% | -$609 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -40 | -100.0% | -$602 | 清仓 |
| GNTX | GENTEX CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$582 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -9 | -100.0% | -$528 | 清仓 |
| MPT | MEDICAL PPTYS TRUST INC | $0 | 0.00% | 0 | -95 | -100.0% | -$475 | 清仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $0 | 0.00% | 0 | -39 | -100.0% | -$446 | 清仓 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -4 | -100.0% | -$437 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -13 | -100.0% | -$333 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$164 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -13 | -100.0% | -$136 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -4 | -100.0% | -$118 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -1 | -100.0% | -$22 | 清仓 |
| — | ORION PROPERTIES INC | $9 | 0.00% | 4 | 2 | 100.0% | $4 | 重新持有 |
| QURE | UNIQURE NV | $16 | 0.00% | 1 | 1 | — | $16 | 新建仓 |
| EMBC | EMBECTA CORP | $18 | 0.00% | 2 | 2 | — | $18 | 新建仓 |
| ANGI | ANGI INC | $21 | 0.00% | 3 | 3 | — | $21 | 新建仓 |
| TTD | THE TRADE DESK INC | $23 | 0.00% | 1 | 1 | — | $23 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $26 | 0.00% | 1 | 1 | — | $26 | 新建仓 |
| HUN | HUNTSMAN CORP | $27 | 0.00% | 2 | 2 | — | $27 | 新建仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $35 | 0.00% | 3 | 3 | — | $35 | 新建仓 |
| OGN | ORGANON & CO | $36 | 0.00% | 6 | 6 | — | $36 | 新建仓 |
| MBC | MASTERBRAND INC | $42 | 0.00% | 5 | 5 | — | $42 | 新建仓 |
| UTZ | UTZ BRANDS INC | $48 | 0.00% | 6 | 6 | — | $48 | 新建仓 |
| — | SERVICE PPTYS TR | $49 | 0.00% | 36 | 36 | — | $49 | 新建仓 |
| VTS | VITESSE ENERGY INC | $54 | 0.00% | 3 | 3 | — | $54 | 新建仓 |
| EVH | EVOLENT HEALTH INC | $62 | 0.00% | 27 | 27 | — | $62 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $66 | 0.00% | 7 | 3 | 75.0% | $28 | 加仓 |
| PRGO | PERRIGO CO PLC | $75 | 0.00% | 7 | 7 | — | $75 | 新建仓 |
| ENOV | ENOVIS CORPORATION | $91 | 0.00% | 4 | 4 | — | $91 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES | $92 | 0.00% | 8 | 8 | — | $92 | 新建仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $94 | 0.00% | 1 | 1 | — | $94 | 新建仓 |
| VYX | NCR VOYIX CORPORATION | $95 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CENTA | CENTRAL GARDEN & PET CO | $97 | 0.00% | 3 | 3 | — | $97 | 新建仓 |
| KMPR | KEMPER CORP | $122 | 0.00% | 4 | 4 | — | $122 | 新建仓 |
| MSTR | STRATEGY INC | $125 | 0.00% | 1 | 1 | — | $125 | 新建仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $128 | 0.00% | 3 | 3 | — | $128 | 新建仓 |
| MNDY | MONDAY COM LTD | $138 | 0.00% | 2 | 2 | — | $138 | 新建仓 |
| GRAL | GRAIL INC | $155 | 0.00% | 3 | 3 | — | $155 | 新建仓 |
| IT | GARTNER INC | $158 | 0.00% | 1 | 1 | — | $158 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $162 | 0.00% | 7 | 7 | — | $162 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $177 | 0.00% | 6 | 6 | — | $177 | 新建仓 |
| CNC | CENTENE CORP DEL | $196 | 0.00% | 6 | 6 | — | $196 | 新建仓 |
| ESTC | ELASTIC N V | $200 | 0.00% | 4 | 4 | — | $200 | 新建仓 |
| RHI | ROBERT HALF INC. | $203 | 0.00% | 8 | 8 | — | $203 | 新建仓 |
| TECH | BIO-TECHNE CORP | $209 | 0.00% | 4 | 4 | — | $209 | 新建仓 |
| DIN | DINE BRANDS GLOBAL INC | $210 | 0.00% | 8 | 8 | — | $210 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $214 | 0.00% | 4 | 4 | — | $214 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $217 | 0.00% | 1 | 1 | — | $217 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $224 | 0.00% | 12 | 12 | — | $224 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $226 | 0.00% | 4 | 4 | — | $226 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $237 | 0.00% | 18 | 18 | — | $237 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $238 | 0.00% | 7 | 7 | — | $238 | 新建仓 |
| PPLI | IAC INC | $240 | 0.00% | 6 | 6 | — | $240 | 新建仓 |
| REXR | REXFORD INDL RLTY INC | $262 | 0.00% | 8 | 8 | — | $262 | 新建仓 |
| WPP | WPP PLC NEW | $264 | 0.00% | 17 | 17 | — | $264 | 新建仓 |
| OXM | OXFORD INDS INC | $270 | 0.00% | 7 | 7 | — | $270 | 新建仓 |
| EPAM | EPAM SYS INC | $271 | 0.00% | 2 | 2 | — | $271 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $273 | 0.00% | 4 | 1 | 33.3% | $68 | 加仓 |
| BCE | BCE INC | $278 | 0.00% | 11 | -6 | -35.3% | -$152 | 减仓 |
| ARW | ARROW ELECTRS INC | $287 | 0.00% | 2 | 2 | — | $287 | 新建仓 |
| WAT | WATERS CORP | $298 | 0.00% | 1 | 1 | — | $298 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $300 | 0.00% | 3 | 3 | — | $300 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION | $305 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $306 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $306 | 0.00% | 7 | 7 | — | $306 | 新建仓 |
| GNW | GENWORTH FINL INC | $309 | 0.00% | 38 | 38 | — | $309 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC | $310 | 0.00% | 19 | 19 | — | $310 | 新建仓 |
| WD | WALKER & DUNLOP INC | $311 | 0.00% | 7 | 7 | — | $311 | 新建仓 |
| KFY | KORN FERRY | $315 | 0.00% | 5 | 5 | — | $315 | 新建仓 |
| HRB | BLOCK H & R INC | $317 | 0.00% | 10 | 10 | — | $317 | 新建仓 |
| CPNG | COUPANG INC | $321 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $329 | 0.00% | 12 | 12 | — | $329 | 新建仓 |
| ZG | ZILLOW GROUP INC | $331 | 0.00% | 8 | 8 | — | $331 | 新建仓 |
| MATW | MATTHEWS INTL CORP | $336 | 0.00% | 13 | 13 | — | $336 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $358 | 0.00% | 38 | 38 | — | $358 | 新建仓 |
| CCOI | COGENT COMM HOLDINGS INC | $358 | 0.00% | 19 | 19 | — | $358 | 新建仓 |