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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $9.27万 | 0.05% | 201 | 192 | 2,133.3% | $8.85万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $9.35万 | 0.05% | 1,491 | 425 | 39.9% | $2.66万 | 加仓 |
| BP | BP PLC | $9.44万 | 0.05% | 2,009 | 846 | 72.7% | $3.98万 | 加仓 |
| LOW | LOWES COS INC | $9.45万 | 0.05% | 400 | 392 | 4,900.0% | $9.26万 | 加仓 |
| NLR | VANECK ETF TRUST | $9.48万 | 0.05% | 712 | 185 | 35.1% | $2.46万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $9.56万 | 0.05% | 3,289 | 2,868 | 681.2% | $8.34万 | 加仓 |
| GWW | WW GRAINGER INC | $9.60万 | 0.05% | 88 | 88 | — | $9.60万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $9.61万 | 0.05% | 220 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $9.64万 | 0.05% | 445 | 439 | 7,316.7% | $9.51万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $9.69万 | 0.05% | 217 | 210 | 3,000.0% | $9.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.87万 | 0.05% | 206 | 96 | 87.3% | $4.60万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $10.01万 | 0.05% | 2,760 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $10.02万 | 0.05% | 1,197 | 1,176 | 5,600.0% | $9.84万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $10.04万 | 0.05% | 4,056 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $10.12万 | 0.05% | 2,256 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $10.15万 | 0.05% | 300 | 271 | 934.5% | $9.17万 | 加仓 |
| COR | CENCORA INC | $10.18万 | 0.05% | 324 | 318 | 5,300.0% | $9.99万 | 加仓 |
| WMB | WILLIAMS COS INC | $10.20万 | 0.05% | 1,402 | -297 | -17.5% | -$2.16万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $10.25万 | 0.05% | 4,727 | 4,288 | 976.8% | $9.30万 | 加仓 |
| GE | GE AEROSPACE | $10.33万 | 0.05% | 364 | 339 | 1,356.0% | $9.62万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $10.42万 | 0.05% | 3,485 | 1 | 0.0% | $30 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $10.53万 | 0.05% | 963 | -552 | -36.4% | -$6.04万 | 减仓 |
| ARKW | ARK ETF TR | $10.55万 | 0.05% | 875 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $10.56万 | 0.05% | 1,313 | 13 | 1.0% | $1,045 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $10.56万 | 0.05% | 106 | 97 | 1,077.8% | $9.67万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $10.60万 | 0.06% | 2,911 | 1,592 | 120.7% | $5.80万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $11.03万 | 0.06% | 522 | 422 | 422.0% | $8.92万 | 加仓 |
| SE | SEA LTD | $11.48万 | 0.06% | 1,386 | 1,321 | 2,032.3% | $10.94万 | 加仓 |
| TLN | TALEN ENERGY CORP | $11.56万 | 0.06% | 362 | 356 | 5,933.3% | $11.36万 | 加仓 |
| FDX | FEDEX CORP | $11.86万 | 0.06% | 333 | 30 | 9.9% | $1.07万 | 加仓 |
| AVGO | BROADCOM INC | $11.89万 | 0.06% | 384 | 332 | 638.5% | $10.28万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $11.97万 | 0.06% | 198 | 48 | 32.0% | $2.90万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $12.00万 | 0.06% | 2,083 | 71 | 3.5% | $4,091 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $12.23万 | 0.06% | 3,464 | 108 | 3.2% | $3,815 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $12.79万 | 0.07% | 1,845 | 1,737 | 1,608.3% | $12.04万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $13.38万 | 0.07% | 1,290 | 1,266 | 5,275.0% | $13.14万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $13.75万 | 0.07% | 178 | 3 | 1.7% | $2,318 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $13.80万 | 0.07% | 510 | 177 | 53.2% | $4.79万 | 加仓 |
| LIN | LINDE PLC | $13.93万 | 0.07% | 281 | 279 | 13,950.0% | $13.83万 | 加仓 |
| GEV | GE VERNOVA INC | $13.97万 | 0.07% | 160 | 151 | 1,677.8% | $13.18万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $13.98万 | 0.07% | 3,070 | 2,602 | 556.0% | $11.85万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $14.01万 | 0.07% | 2,791 | 375 | 15.5% | $1.88万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $14.04万 | 0.07% | 519 | 499 | 2,495.0% | $13.50万 | 加仓 |
| SYK | STRYKER CORPORATION | $14.10万 | 0.07% | 429 | 157 | 57.7% | $5.16万 | 加仓 |
| GLW | CORNING INC | $14.49万 | 0.08% | 1,066 | 866 | 433.0% | $11.78万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $14.97万 | 0.08% | 3,601 | 2,838 | 372.0% | $11.79万 | 加仓 |
| ADBE | ADOBE INC | $15.02万 | 0.08% | 618 | 19 | 3.2% | $4,619 | 加仓 |
| DHR | DANAHER CORP DEL | $15.07万 | 0.08% | 795 | 149 | 23.1% | $2.83万 | 加仓 |
| APP | APPLOVIN CORP | $15.12万 | 0.08% | 380 | 334 | 726.1% | $13.29万 | 加仓 |
| PLD | PROLOGIS INC. | $15.20万 | 0.08% | 1,150 | 165 | 16.8% | $2.18万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $15.25万 | 0.08% | 1,642 | 242 | 17.3% | $2.25万 | 加仓 |
| ORCL | ORACLE CORP | $15.34万 | 0.08% | 1,043 | 221 | 26.9% | $3.25万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $16.14万 | 0.08% | 3,392 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $16.46万 | 0.09% | 1,708 | -855 | -33.4% | -$8.24万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $16.51万 | 0.09% | 3,270 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $16.62万 | 0.09% | 1,088 | 1,022 | 1,548.5% | $15.61万 | 加仓 |
| CSCO | CISCO SYS INC | $16.83万 | 0.09% | 2,169 | 1,343 | 162.6% | $10.42万 | 加仓 |
| NFLX | NETFLIX INC. | $17.15万 | 0.09% | 1,784 | 1,174 | 192.5% | $11.29万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $17.46万 | 0.09% | 1,000 | 1,000 | — | $17.46万 | 新建仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $17.57万 | 0.09% | 20,479 | 47 | 0.2% | $403 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $17.74万 | 0.09% | 603 | 515 | 585.2% | $15.15万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $17.79万 | 0.09% | 1,359 | 367 | 37.0% | $4.81万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $17.89万 | 0.09% | 6,976 | 6,420 | 1,154.7% | $16.46万 | 加仓 |
| — | EATON VANCE CALIF MUN INCOM | $18.06万 | 0.09% | 17,942 | 40 | 0.2% | $403 | 加仓 |
| ISCG | ISHARES TR | $18.08万 | 0.09% | 3,300 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $18.17万 | 0.09% | 210 | 204 | 3,400.0% | $17.65万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $18.34万 | 0.10% | 1,006 | -994 | -49.7% | -$18.12万 | 减仓 |
| SHEL | SHELL PLC | $18.36万 | 0.10% | 1,974 | 885 | 81.3% | $8.23万 | 加仓 |
| OKE | ONEOK INC NEW | $18.48万 | 0.10% | 2,044 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $18.64万 | 0.10% | 2,346 | 20 | 0.9% | $1,589 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $18.78万 | 0.10% | 8,350 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $18.83万 | 0.10% | 955 | 955 | — | $18.83万 | 新建仓 |
| ARKG | ARK ETF TR | $18.94万 | 0.10% | 7,168 | 14 | 0.2% | $370 | 加仓 |
| ASML | ASML HLDG NV | $19.02万 | 0.10% | 144 | 118 | 453.8% | $15.59万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $20.07万 | 0.10% | 5,091 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $20.53万 | 0.11% | 1,600 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.69万 | 0.11% | 421 | 123 | 41.3% | $6.05万 | 加仓 |
| RTX | RTX CORPORATION | $23.55万 | 0.12% | 1,221 | 213 | 21.1% | $4.11万 | 加仓 |
| — | GLOBAL X FDS | $23.69万 | 0.12% | 26,649 | 59 | 0.2% | $525 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $23.99万 | 0.12% | 1,451 | 720 | 98.5% | $11.90万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $24.73万 | 0.13% | 3,265 | -33 | -1.0% | -$2,499 | 减仓 |
| — | ABRDN NATL MUN INCOME FD | $24.82万 | 0.13% | 24,917 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.24万 | 0.14% | 2,111 | 636 | 43.1% | $7.90万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $26.30万 | 0.14% | 1,076 | 741 | 221.2% | $18.11万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $26.67万 | 0.14% | 15,590 | 299 | 2.0% | $5,116 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $27.19万 | 0.14% | 6,766 | 1,280 | 23.3% | $5.14万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $27.58万 | 0.14% | 5,208 | 5,208 | — | $27.58万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $28.04万 | 0.15% | 4,107 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $28.26万 | 0.15% | 473 | 11 | 2.4% | $6,573 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $28.55万 | 0.15% | 439 | 261 | 146.6% | $16.97万 | 加仓 |
| TFC | TRUIST FINL CORP | $30.14万 | 0.16% | 6,557 | -52 | -0.8% | -$2,390 | 减仓 |
| MO | ALTRIA GROUP INC | $30.15万 | 0.16% | 4,569 | 1,519 | 49.8% | $10.02万 | 加仓 |
| QCOM | QUALCOMM INC | $30.47万 | 0.16% | 2,366 | -171 | -6.7% | -$2.20万 | 减仓 |
| META | META PLATFORMS INC | $30.95万 | 0.16% | 541 | 512 | 1,765.5% | $29.29万 | 加仓 |
| USB | US BANCORP | $31.04万 | 0.16% | 5,968 | -224 | -3.6% | -$1.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $31.57万 | 0.16% | 1,526 | 488 | 47.0% | $10.10万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $31.88万 | 0.17% | 1,492 | 492 | 49.2% | $10.51万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $32.34万 | 0.17% | 3,229 | 83 | 2.6% | $8,314 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $32.80万 | 0.17% | 22,966 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $32.84万 | 0.17% | 29,911 | 29,911 | — | $32.84万 | 新建仓 |