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
DVN DEVON ENERGY CORP NEW $3,0700.00%61 43238.9% $2,164 加仓
KMB KIMBERLY-CLARK CORP $3,0870.00%32 32— $3,087 新建仓
NFG NATIONAL FUEL GAS CO $3,1010.00%33 33— $3,101 新建仓
SUNB SUNBELT RENTALS HOLDINGS INC $3,1240.00%48 48— $3,124 新建仓
TEL TE CONNECTIVITY PLC $3,1350.00%15 15— $3,135 新建仓
ACAD ACADIA PHARMACEUTICALS INC $3,1390.00%141 141— $3,139 新建仓
PODD INSULET CORP $3,1480.00%15 15— $3,148 新建仓
QSR RESTAURANT BRANDS INTL INC $3,1780.00%43 43— $3,178 新建仓
CMG CHIPOTLE MEXICAN GRILL INC $3,2010.00%100 100— $3,201 新建仓
INTC INTEL CORP $3,2210.00%73 73— $3,221 新建仓
WYNN WYNN RESORTS LTD $3,2500.00%32 32— $3,250 新建仓
UNF UNIFIRST CORP MASS $3,2710.00%13 13— $3,271 新建仓
MPWR MONOLITHIC PWR SYS INC $3,2800.00%3 3— $3,280 新建仓
WCC WESCO INTL INC $3,2830.00%12 12— $3,283 新建仓
ELAN ELANCO ANIMAL HEALTH INC $3,3260.00%139 139— $3,326 新建仓
VNT VONTIER CORPORATION $3,3340.00%94 2434.3% $851 加仓
RF REGIONS FINANCIAL CORP NEW $3,3430.00%128 90236.8% $2,351 加仓
CNR CORE NATURAL RESOURCES INC $3,3510.00%32 32— $3,351 新建仓
CCJ CAMECO CORP $3,3670.00%31 31— $3,367 新建仓
INGR INGREDION INC $3,3800.00%30 30— $3,380 新建仓
JBHT HUNT J B TRANS SVCS INC $3,3900.00%16 16— $3,390 新建仓
TSN TYSON FOODS INC $3,3960.00%53 53— $3,396 新建仓
F FORD MTR CO $3,4040.00%295 295— $3,404 新建仓
AER AERCAP HOLDINGS NV $3,4300.00%25 25— $3,430 新建仓
ALV AUTOLIV INC $3,4700.00%33 33— $3,470 新建仓
BIIB BIOGEN INC $3,4830.00%19 19— $3,483 新建仓
VOYA VOYA FINANCIAL INC $3,4840.00%51 51— $3,484 新建仓
WTW WILLIS TOWERS WATSON PLC LTD $3,4880.00%12 12— $3,488 新建仓
KKR KKR & CO INC $3,5150.00%38 38— $3,515 新建仓
RVTY REVVITY INC $3,5920.00%41 41— $3,592 新建仓
— COTERRA ENERGY INC $3,6550.00%104 104— $3,655 新建仓
STRL STERLING INFRASTRUCTURE INC $3,6650.00%9 9— $3,665 新建仓
OSK OSHKOSH CORP $3,6800.00%25 25— $3,680 新建仓
TOL TOLL BROTHERS INC $3,6850.00%27 1392.9% $1,774 加仓
MT ARCELORMITTAL SA LUXEMBOURG $3,7430.00%72 72— $3,743 新建仓
ECHO ECHOSTAR CORP $3,7460.00%32 32— $3,746 新建仓
SNN SMITH & NEPHEW PLC $3,7500.00%118 118— $3,750 新建仓
FTV FORTIVE CORP $3,7590.00%68 631,260.0% $3,483 加仓
MTRN MATERION CORP $3,7610.00%26 26— $3,761 新建仓
THC TENET HEALTHCARE CORP $3,7740.00%20 981.8% $1,698 加仓
ROL ROLLINS INC $3,7920.00%71 71— $3,792 新建仓
CTRE CARETRUST REIT INC $3,8850.00%106 106— $3,885 新建仓
WWD WOODWARD INC $3,9370.00%11 11— $3,937 新建仓
AFG AMERICAN FINANCIAL GROUP INC $3,9590.00%31 31— $3,959 新建仓
OVV OVINTIV INC $3,9770.00%67 67— $3,977 新建仓
HST HOST HOTELS & RESORTS INC $4,0040.00%209 00.0% — 不变
HOMB HOME BANCSHARES INC $4,0130.00%149 149— $4,013 新建仓
IVZ INVESCO LTD $4,0320.00%166 166— $4,032 新建仓
CW CURTISS WRIGHT CORP $4,0870.00%6 6— $4,087 新建仓
PRU PRUDENTIAL FINL INC $4,1030.00%42 42— $4,103 新建仓
TYL TYLER TECHNOLOGIES INC $4,1090.00%12 9300.0% $3,082 加仓
EOG EOG RES INC $4,1930.00%29 29— $4,193 新建仓
KLIC KULICKE & SOFFA INDS INC $4,2060.00%64 64— $4,206 新建仓
IBP INSTALLED BLDG PRODS INC $4,2420.00%16 16— $4,242 新建仓
PKG PACKAGING CORP AMER $4,2440.00%20 20— $4,244 新建仓
NSSC NAPCO SEC TECHNOLOGIES INC $4,2540.00%108 108— $4,254 新建仓
NVT NVENT ELEC PLC $4,2580.00%36 36— $4,258 新建仓
CF CF INDUSTRIES HOLD $4,2850.00%33 33— $4,285 新建仓
RIVN RIVIAN AUTOMOTIVE INC $4,3040.00%286 286— $4,304 新建仓
H HYATT HOTELS CORP $4,3140.00%30 30— $4,314 新建仓
VVV VALVOLINE INC $4,3450.00%129 3740.2% $1,246 加仓
FSSL FS SPECIALTY LENDING FD $4,3530.00%348 348— $4,353 新建仓
HLNE HAMILTON LANE INC $4,3740.00%44 44— $4,374 新建仓
MANH MANHATTAN ASSOCIATES INC $4,3930.00%33 33— $4,393 新建仓
LFUS LITTELFUSE INC $4,4120.00%13 13— $4,412 新建仓
TNL TRAVEL PLUS LEISURE CO $4,4280.00%64 64— $4,428 新建仓
CFG CITIZENS FINL GROUP INC $4,4380.00%74 74— $4,438 新建仓
SBAC SBA COMMUNICATIONS CORP $4,4750.00%26 26— $4,475 新建仓
CRUS CIRRUS LOGIC INC $4,4830.00%31 31— $4,483 新建仓
WING WINGSTOP INC $4,4940.00%29 29— $4,494 新建仓
OHI OMEGA HEALTHCARE INVS INC $4,5130.00%103 103— $4,513 新建仓
DEO DIAGEO PLC $4,5410.00%61 61— $4,541 新建仓
BBD BANCO BRADESCO S A $4,5770.00%1,254 1,090664.6% $3,978 加仓
NYT NEW YORK TIMES CO MTN BE $4,6890.00%56 56— $4,689 新建仓
AGM FEDERAL AGRIC MTG CORP $4,7470.00%32 32— $4,747 新建仓
AIZ ASSURANT INC $4,7920.00%22 22— $4,792 新建仓
ENTG ENTEGRIS INC $4,8070.00%41 41— $4,807 新建仓
RL RALPH LAUREN CORP $4,8160.00%14 14— $4,816 新建仓
DOX AMDOCS LTD $4,8290.00%74 60428.6% $3,915 加仓
RYN RAYONIER INC $4,8460.00%235 00.0% — 不变
VMC VULCAN MATLS CO $4,9010.00%18 16800.0% $4,356 加仓
DKS DICKS SPORTING GOODS INC $4,9570.00%25 25— $4,957 新建仓
AR ANTERO RESOURCES CORP $4,9650.00%117 117— $4,965 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $4,9770.00%17 17— $4,977 新建仓
AVY AVERY DENNISON CORP $5,0080.00%29 29— $5,008 新建仓
CRAI CRA INTL INC $5,0180.00%31 31— $5,018 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $5,0310.00%82 82— $5,031 新建仓
BKR BAKER HUGHES COMPANY $5,0670.00%83 83— $5,067 新建仓
SXI STANDEX INTL CORP $5,0970.00%20 20— $5,097 新建仓
TXRH TEXAS ROADHOUSE INC $5,1190.00%31 31— $5,119 新建仓
CMS CMS ENERGY CORP $5,1200.00%66 55500.0% $4,267 加仓
BALL BALL CORP $5,1430.00%87 87— $5,143 新建仓
MKC MCCORMICK & CO INC $5,1450.00%102 102— $5,145 新建仓
COO COOPER COS INC $5,1480.00%72 72— $5,148 新建仓
AEE AMEREN CORP $5,1660.00%47 38422.2% $4,177 加仓
NI NISOURCE INC $5,1790.00%111 111— $5,179 新建仓
BDX BECTON DICKINSON & CO $5,1890.00%33 323,200.0% $5,032 加仓
FOXA FOX CORP $5,1980.00%89 89— $5,198 新建仓
— DUPONT DE NEMOURS INC $5,2210.00%114 1061,325.0% $4,855 加仓
EWBC EAST WEST BANCORP INC $5,2310.00%49 49— $5,231 新建仓