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
VVX V2X INC $1,6440.00%24 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $1,6450.00%110 110— $1,645 新建仓
GRAB GRAB HOLDINGS LIMITED $1,6510.00%451 451— $1,651 新建仓
CHH CHOICE HOTELS INTL INC $1,6560.00%16 16— $1,656 新建仓
AMG AFFILIATED MANAGERS GROUP $1,6600.00%6 6— $1,660 新建仓
FISV FISERV INC $1,6740.00%30 1266.7% $670 加仓
CPA COPA HOLDINGS SA $1,7040.00%15 15— $1,704 新建仓
CR CRANE COMPANY $1,7100.00%10 10— $1,710 新建仓
UVSP UNIVEST FINANCIAL CORPORATIO $1,7130.00%50 50— $1,713 新建仓
KEX KIRBY CORP $1,7270.00%13 13— $1,727 新建仓
AGCO AGCO CORP $1,7380.00%15 15— $1,738 新建仓
— HOLOGIC INC $1,7390.00%23 12109.1% $907 加仓
BC BRUNSWICK CORP $1,7460.00%24 24— $1,746 新建仓
RBLX ROBLOX CORP $1,7530.00%31 31— $1,753 新建仓
J JACOBS SOLUTIONS INC $1,7820.00%14 7100.0% $891 加仓
CUZ COUSINS PPTYS INC $1,7830.00%79 79— $1,783 新建仓
WIX WIX COM LTD $1,8010.00%20 20— $1,801 新建仓
DASH DOORDASH INC $1,8020.00%12 12— $1,802 新建仓
FNB F N B CORP $1,8060.00%108 108— $1,806 新建仓
GL GLOBE LIFE INC $1,8090.00%13 13— $1,809 新建仓
BF/B BROWN FORMAN CORP $1,8240.00%69 69— $1,824 新建仓
NUE NUCOR CORP $1,8600.00%11 11— $1,860 新建仓
HPQ HP INC $1,8630.00%97 97— $1,863 新建仓
DCI DONALDSON INC $1,8670.00%22 1083.3% $849 加仓
LH LABCORP HOLDINGS INC $1,8680.00%7 375.0% $801 加仓
VTR VENTAS INC $1,8810.00%23 23— $1,881 新建仓
PVH PVH CORPORATION $1,8840.00%27 27— $1,884 新建仓
FCNCA FIRST CTZNS BANCSHARES INC D $1,8850.00%1 1— $1,885 新建仓
RDDT REDDIT INC $1,8850.00%14 14— $1,885 新建仓
TPB TURNING PT BRANDS INC $1,9090.00%22 22— $1,909 新建仓
PNW PINNACLE WEST CAP CORP $1,9140.00%19 19— $1,914 新建仓
STNG SCORPIO TANKERS INC $1,9410.00%26 26— $1,941 新建仓
WDAY WORKDAY INC $1,9490.00%15 15— $1,949 新建仓
SU SUNCOR ENERGY INC NEW $1,9830.00%30 30— $1,983 新建仓
ERIE ERIE INDTY CO $2,0100.00%8 8— $2,010 新建仓
KRC KILROY REALTY CORP $2,0310.00%72 72— $2,031 新建仓
UPS UNITED PARCEL SVCS INC $2,0660.00%21 21— $2,066 新建仓
SLM SLM CORP $2,0770.00%97 97— $2,077 新建仓
CNS COHEN & STEERS INC $2,1270.00%34 34— $2,127 新建仓
TXNM TXNM ENERGY INC $2,1630.00%37 37— $2,163 新建仓
URI UNITED RENTALS INC $2,1860.00%3 3— $2,186 新建仓
TCOM TRIP COM GROUP LTD $2,1910.00%44 44— $2,191 新建仓
POWI POWER INTEGRATIONS INC $2,2020.00%43 43— $2,202 新建仓
— JANUS HENDERSON GROUP PLC $2,2090.00%43 43— $2,209 新建仓
BIO BIO RAD LABS INC $2,2300.00%8 8— $2,230 新建仓
CRL CHARLES RIV LABS INTL INC $2,2430.00%13 13— $2,243 新建仓
RKLB ROCKET LAB CORP $2,2480.00%35 00.0% — 不变
STZ CONSTELLATION BRANDS INC $2,2500.00%15 787.5% $1,050 加仓
LEN/B LENNAR CORP $2,2710.00%27 27— $2,271 新建仓
STM STMICROELECTRONICS N V $2,2800.00%66 66— $2,280 新建仓
CLX CLOROX CO DEL $2,2800.00%22 22— $2,280 新建仓
EMN EASTMAN CHEM CO $2,2900.00%30 30— $2,290 新建仓
FLEX FLEXTRONICS INTL LTD $2,2910.00%35 35— $2,291 新建仓
DVA DAVITA INC $2,3050.00%15 15— $2,305 新建仓
PTGX PROTAGONIST THERAPEUTICS INC $2,3190.00%22 22— $2,319 新建仓
BIZD VANECK ETF TRUST $2,3550.00%184 84.5% $102 加仓
FE FIRSTENERGY CORP $2,3810.00%47 34261.5% $1,722 加仓
MSM MSC INDL DIRECT INC $2,3990.00%26 26— $2,399 新建仓
CHRD CHORD ENERGY CORPORATION $2,4170.00%17 17— $2,417 新建仓
LEA LEAR CORP $2,4220.00%20 20— $2,422 新建仓
HSIC SCHEIN HENRY INC $2,4320.00%33 33— $2,432 新建仓
LEN LENNAR CORP $2,4320.00%28 28— $2,432 新建仓
AOS SMITH A O CORP $2,4400.00%37 37— $2,440 新建仓
EXP EAGLE MATLS INC $2,4630.00%13 13— $2,463 新建仓
HG HAMILTON INSURANCE GROUP LTD $2,4760.00%83 83— $2,476 新建仓
TSCO TRACTOR SUPPLY CO $2,4920.00%55 55— $2,492 新建仓
BAH BOOZ ALLEN HAMILTON HLDG COR $2,4970.00%32 21190.9% $1,639 加仓
PRI PRIMERICA INC $2,5050.00%10 10— $2,505 新建仓
MTCH MATCH GROUP INC NEW $2,5180.00%82 82— $2,518 新建仓
LOPE GRAND CANYON ED INC $2,5500.00%15 15— $2,550 新建仓
OLED UNIVERSAL DISPLAY CORP $2,5660.00%28 28— $2,566 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $2,5680.00%13 13— $2,568 新建仓
HPE HEWLETT PACKARD ENTERPRISE C $2,5710.00%108 108— $2,571 新建仓
EXPD EXPEDITORS INTL WASH INC $2,5780.00%18 18— $2,578 新建仓
CHTR CHARTER COMMUNICATIONS INC $2,5910.00%12 111,100.0% $2,375 加仓
CFR CULLEN FROST BANKERS INC $2,6050.00%19 19— $2,605 新建仓
ADM ARCHER DANIELS MIDLAND CO $2,6170.00%36 36— $2,617 新建仓
CSGP COSTAR GROUP INC $2,6220.00%65 65— $2,622 新建仓
LKFN LAKELAND FINL CORP $2,6390.00%46 46— $2,639 新建仓
TTEK TETRA TECH INC NEW $2,7110.00%90 90— $2,711 新建仓
— TEVA PHARMACEUTICAL INDS LTD $2,7110.00%90 90— $2,711 新建仓
CACI CACI INTL INC $2,7190.00%5 5— $2,719 新建仓
HLI HOULIHAN LOKEY INC $2,7290.00%19 19— $2,729 新建仓
EQT EQT CORP $2,7370.00%43 43— $2,737 新建仓
DHI D R HORTON INC $2,7440.00%20 981.8% $1,235 加仓
GRMN GARMIN LTD $2,7840.00%12 12— $2,784 新建仓
TROW PRICE T ROWE GROUP INC $2,7940.00%31 31— $2,794 新建仓
AYI ACUITY INC $2,8020.00%10 10— $2,802 新建仓
POOL POOL CORP $2,8330.00%14 14— $2,833 新建仓
TME TENCENT MUSIC ENTMT GROUP $2,8580.00%308 308— $2,858 新建仓
DDS DILLARDS INC $2,8610.00%5 5— $2,861 新建仓
PNR PENTAIR PLC $2,8750.00%33 33— $2,875 新建仓
SJM SMUCKER J M CO $2,8930.00%30 30— $2,893 新建仓
LYV LIVE NATION ENTERTAINMENT IN $2,8980.00%19 872.7% $1,220 加仓
VNO VORNADO RLTY TR $2,9110.00%112 90409.1% $2,339 加仓
— WEBSTER FINL CORP $2,9160.00%42 42— $2,916 新建仓
KSS KOHLS CORP $2,9410.00%228 228— $2,941 新建仓
BEPC BROOKFIELD RENEWABLE CORP $2,9470.00%74 74— $2,947 新建仓
IPAR INTERPARFUMS INC $2,9980.00%33 33— $2,998 新建仓
MORN MORNINGSTAR INC $3,0430.00%18 18— $3,043 新建仓