13F 机构持仓

Whipplewood Advisors, LLC

LITTLETON CO · SEC CIK 0002052510

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.49亿2026Q2
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

JAAA 9.0%
NPFE 5.6%
JPLD 4.1%
BALT 2.5%
WESTERN ASSET 2.0%
TSLA 2.0%
RDVI 2.0%
VIG 1.9%
AAPL 1.8%
VEA 1.7%

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
TFX TELEFLEX INCORPORATED $3590.00%3 3— $359 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC $3620.00%4 133.3% $90 加仓
AMTM AMENTUM HOLDINGS INC $3650.00%14 7100.0% $182 加仓
MHO M/I HOMES INC $3670.00%3 3— $367 新建仓
UDR UDR INC $3720.00%11 11— $372 新建仓
ESAB ESAB CORPORATION $3870.00%4 4— $387 新建仓
DUOL DUOLINGO INC $3940.00%4 4— $394 新建仓
STAG STAG INDUSTRIAL INC $3970.00%11 11— $397 新建仓
CC CHEMOURS CO $3970.00%18 18— $397 新建仓
CPB THE CAMPBELLS COMPANY $4010.00%18 18— $401 新建仓
CAG CONAGRA BRANDS INC $4090.00%26 26— $409 新建仓
TROX TRONOX HOLDINGS PLC $4100.00%42 42— $410 新建仓
COGT COGENT BIOSCIENCES INC $4230.00%11 11— $423 新建仓
LION LIONSGATE STUDIOS CORP $4510.00%47 47— $451 新建仓
OMC OMNICOM GROUP INC $4520.00%6 -2-25.0% -$151 减仓
FIVE FIVE BELOW INC $4570.00%2 2— $457 新建仓
LII LENNOX INTL INC $4640.00%1 1— $464 新建仓
AIN ALBANY INTL CORP $4700.00%9 9— $470 新建仓
CENT CENTRAL GARDEN & PET CO $4780.00%13 13— $478 新建仓
FBIN FORTUNE BRANDS INNOVATIONS I $5070.00%13 13— $507 新建仓
— PROVIDENT FINL HLDGS INC $5160.00%32 32— $516 新建仓
PNFP PINNACLE FINL PARTNERS INC $5170.00%6 6— $517 新建仓
GXO GXO LOGISTICS INCORPORATED $5190.00%10 10— $519 新建仓
YELP YELP INC $5200.00%21 21— $520 新建仓
HOG HARLEY DAVIDSON INC $5260.00%26 26— $526 新建仓
NDSN NORDSON CORP $5320.00%2 2— $532 新建仓
RDN RADIAN GROUP INC $5620.00%17 17— $562 新建仓
NTNX NUTANIX INC $5700.00%15 15— $570 新建仓
BLDR BUILDERS FIRSTSOURCE INC $5760.00%7 7— $576 新建仓
CARG CARGURUS INC $5790.00%17 17— $579 新建仓
CDW CDW CORP $6050.00%5 5— $605 新建仓
RITM RITHM CAPITAL CORP $6070.00%64 64— $607 新建仓
SMG SCOTTS MIRACLE-GRO CO $6080.00%10 10— $608 新建仓
FRST PRIMIS FINANCIAL CORP $6110.00%46 46— $611 新建仓
FLUT FLUTTER ENTMT PLC $6120.00%6 6— $612 新建仓
U UNITY SOFTWARE INC $6140.00%28 28— $614 新建仓
CNI CANADIAN NATL RY CO $6170.00%6 6— $617 新建仓
MMSI MERIT MED SYS INC $6200.00%9 9— $620 新建仓
DXC DXC TECHNOLOGY CO $6290.00%50 50— $629 新建仓
LW LAMB WESTON HLDGS INC $6340.00%15 15— $634 新建仓
SNDK SANDISK CORP $6350.00%1 1— $635 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES I $6410.00%9 9— $641 新建仓
NEU NEWMARKET CORP $6410.00%1 1— $641 新建仓
IP INTERNATIONAL PAPER CO $6430.00%18 18— $643 新建仓
VSH VISHAY INTERTECHNOLOGY INC $6480.00%36 36— $648 新建仓
— AVALONBAY CMNTYS INC $6530.00%4 -150-97.4% -$2.45万 减仓
CNXC CONCENTRIX CORP $6570.00%24 24— $657 新建仓
IOT SAMSARA INC $6650.00%21 750.0% $222 加仓
PK PARK HOTELS & RESORTS INC $6740.00%64 64— $674 新建仓
DAVE DAVE INC $6960.00%4 4— $696 新建仓
CSX CSX CORP $6980.00%17 17— $698 新建仓
AAL AMERICAN AIRLINES GROUP INC $7090.00%66 66— $709 新建仓
IDA IDACORP INC $7150.00%5 5— $715 新建仓
GEN GEN DIGITAL INC $7160.00%38 38— $716 新建仓
UCB UNITED CMNTY BKS BLAIRSVLE G $7240.00%23 23— $724 新建仓
FTNT FORTINET INC $7350.00%9 -6-40.0% -$490 减仓
ATO ATMOS ENERGY CORP $7390.00%4 -3-42.9% -$554 减仓
GKOS GLAUKOS CORP $7540.00%7 7— $754 新建仓
BKE BUCKLE INC $7550.00%15 15— $755 新建仓
TWLO TWILIO INC $7550.00%6 6— $755 新建仓
STVN STEVANATO GROUP S P A $7560.00%55 55— $756 新建仓
MRP MILLROSE PPTYS INC $7560.00%27 27— $756 新建仓
FLO FLOWERS FOODS INC $7580.00%93 93— $758 新建仓
QGEN QIAGEN NV $7610.00%19 19— $761 新建仓
ACM AECOM $7630.00%9 9— $763 新建仓
NDAQ NASDAQ INC $7640.00%9 9— $764 新建仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $7660.00%68 68— $766 新建仓
AFRM AFFIRM HLDGS INC $7790.00%17 17— $779 新建仓
ONIT ONITY GROUP INC $7850.00%20 20— $785 新建仓
FSLR FIRST SOLAR INC $7890.00%4 4— $789 新建仓
BRKR BRUKER CORP $7950.00%22 22— $795 新建仓
RYAM RAYONIER ADVANCED MATLS INC $7970.00%72 00.0% — 不变
CPRT COPART INC $7970.00%24 24— $797 新建仓
CCK CROWN HLDGS INC $8020.00%8 8— $802 新建仓
PSA PUBLIC STORAGE OPER CO $8130.00%3 3— $813 新建仓
BXP BXP INC $8300.00%16 16— $830 新建仓
BKSY BLACKSKY TECHNOLOGY INC $8300.00%33 33— $830 新建仓
APTV APTIV PLC $8330.00%12 12— $833 新建仓
TPR TAPESTRY INC $8470.00%6 -5-45.5% -$706 减仓
LNC LINCOLN NATL CORP IND $8520.00%24 24— $852 新建仓
WHD CACTUS INC $8530.00%18 18— $853 新建仓
NCLH NORWEGIAN CRUISE LINE HLDGS $8600.00%46 46— $860 新建仓
NVMI NOVA LTD $8690.00%2 2— $869 新建仓
ALLE ALLEGION PLC $8720.00%6 6— $872 新建仓
PCVX VAXCYTE INC $8720.00%15 15— $872 新建仓
THO THOR INDS INC $8790.00%11 11— $879 新建仓
VMRK EQUITY RESIDENTIAL $8870.00%15 15— $887 新建仓
LAMR LAMAR ADVERTISING CO $8870.00%7 7— $887 新建仓
EMBJ EMBRAER S.A. $8900.00%15 15— $890 新建仓
XP XP INC $8950.00%47 47— $895 新建仓
USPH U S PHYSICAL THERAPY $9000.00%12 12— $900 新建仓
EFX EQUIFAX INC $9000.00%5 5— $900 新建仓
TAP MOLSON COORS BEVERAGE CO $9040.00%21 21— $904 新建仓
CNP CENTERPOINT ENERGY INC $9060.00%21 21— $906 新建仓
FHB FIRST HAWAIIAN INC $9120.00%37 37— $912 新建仓
RAL RALLIANT CORP $9150.00%22 212,100.0% $873 加仓
EXR EXTRA SPACE STORAGE INC $9180.00%7 7— $918 新建仓
GIS GENERAL MILLS INC $9310.00%25 25— $931 新建仓
NXRT NEXPOINT RESIDENTIAL TR INC $9500.00%38 38— $950 新建仓
RYTM RHYTHM PHARMACEUTICALS INC $9570.00%11 11— $957 新建仓