13F 机构持仓

Whipplewood Advisors, LLC

LITTLETON CO · SEC CIK 0002052510

2026Q22026Q1 更早 9 个季度 🔒
$1.49亿2026Q2 申报市值
636持仓数
40.0%前十大占比 · 第一大 11.1%
6 / 435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 11.1%
NPFE 8.2%
JPLD 4.1%
MTUM 2.7%
VIG 2.7%
WESTERN ASSET 2.6%
BALT 2.3%
ARCC 2.2%
VEA 2.1%
VIGI 2.1%

2026Q2 买入最多 按季末市值估算

SEI EXCHANGE TRA 新建仓+$128.86万
BXSL 加仓+$91.45万
ARCC 加仓+$90.90万
HTGC 加仓+$38.51万
GBDC 加仓+$36.05万

2026Q2 卖出最多 按季末市值估算

TSLA 减仓-$428.09万
RDVI 减仓-$373.37万
ARKK 减仓-$290.55万
NVDA 减仓-$245.93万
ALAI 减仓-$202.64万

2026Q2 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
EW EDWARDS LIFESCIENCES CORP $8140.00%9 -219-96.1% -$1.98万 减仓
NKE NIKE INC $8210.00%20 -101-83.5% -$4,146 减仓
ECL ECOLAB INC $8360.00%3 -49-94.2% -$1.37万 减仓
ALLE ALLEGION PLC $8430.00%6 00.0% — 不变
LNC LINCOLN NATL CORP IND $8480.00%24 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP $8540.00%23 -51-68.9% -$1,894 减仓
ATR APTARGROUP INC $8760.00%7 -3-30.0% -$375 减仓
HSY HERSHEY CO $8770.00%5 -60-92.3% -$1.05万 减仓
SNPS SYNOPSYS INC $8920.00%2 -28-93.3% -$1.25万 减仓
NXST NEXSTAR MEDIA GROUP INC $8930.00%5 -40-88.9% -$7,144 减仓
TME TENCENT MUSIC ENTMT GROUP $9020.00%108 -200-64.9% -$1,670 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $9030.00%3 -26-89.7% -$7,826 减仓
LLYVA LIBERTY LIVE HOLDINGS INC $9110.00%9 -5-35.7% -$506 减仓
PK PARK HOTELS & RESORTS INC $9120.00%64 00.0% — 不变
BKSY BLACKSKY TECHNOLOGY INC $9210.00%33 00.0% — 不变
WHD CACTUS INC $9220.00%18 00.0% — 不变
SOLV SOLVENTUM CORP $9260.00%12 -12-50.0% -$926 减仓
WEC WEC ENERGY GROUP INC $9340.00%8 -38-82.6% -$4,436 减仓
HLI HOULIHAN LOKEY INC $9390.00%7 -12-63.2% -$1,610 减仓
MSM MSC INDL DIRECT INC $9520.00%8 -18-69.2% -$2,142 减仓
PKG PACKAGING CORP AMER $9530.00%4 -16-80.0% -$3,812 减仓
CWEN CLEARWAY ENERGY INC $9570.00%28 28— $957 新建仓
CNR CORE NATURAL RESOURCES INC $9600.00%12 -20-62.5% -$1,600 减仓
UGI UGI CORP NEW $9670.00%28 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $9710.00%46 00.0% — 不变
GKOS GLAUKOS CORP $9780.00%7 00.0% — 不变
VNO VORNADO RLTY TR $9830.00%25 -87-77.7% -$3,421 减仓
AON AON PLC $9950.00%3 -26-89.7% -$8,623 减仓
NFG NATIONAL FUEL GAS CO $1,0040.00%13 -20-60.6% -$1,545 减仓
EWBC EAST WEST BANCORP INC $1,0330.00%8 -41-83.7% -$5,294 减仓
ALV AUTOLIV INC $1,0460.00%9 -24-72.7% -$2,789 减仓
IDXX IDEXX LABS INC $1,0530.00%2 -17-89.5% -$8,950 减仓
EQNR EQUINOR ASA $1,0680.00%34 -296-89.7% -$9,298 减仓
PHIN PHINIA INC $1,0710.00%13 -11-45.8% -$906 减仓
SUI SUN CMNTYS INC $1,0790.00%9 112.5% $120 加仓
FHB FIRST HAWAIIAN INC $1,0840.00%37 00.0% — 不变
BC BRUNSWICK CORP $1,0950.00%13 -11-45.8% -$927 减仓
GWRE GUIDEWIRE SOFTWARE INC $1,1070.00%9 00.0% — 不变
ACN ACCENTURE PLC IRELAND $1,1200.00%9 -201-95.7% -$2.50万 减仓
AR ANTERO RESOURCES CORP $1,1240.00%32 -85-72.6% -$2,986 减仓
EXP EAGLE MATLS INC $1,1250.00%5 -8-61.5% -$1,800 减仓
OLED UNIVERSAL DISPLAY CORP $1,1260.00%13 -15-53.6% -$1,299 减仓
URBN URBAN OUTFITTERS INC $1,1340.00%16 00.0% — 不变
PRI PRIMERICA INC $1,1370.00%4 -6-60.0% -$1,706 减仓
BBD BANCO BRADESCO S A $1,1450.00%330 -924-73.7% -$3,206 减仓
APO APOLLO GLOBAL MGMT INC $1,1830.00%10 -55-84.6% -$6,506 减仓
CUBI CUSTOMERS BANCORP INC $1,1870.00%15 00.0% — 不变
IONS IONIS PHARMACEUTICALS INC $1,1890.00%15 00.0% — 不变
AOS SMITH A O CORP $1,1920.00%19 -18-48.6% -$1,129 减仓
FICO FAIR ISAAC CORP $1,1950.00%1 -8-88.9% -$9,560 减仓
PCAR PACCAR INC $1,2010.00%10 -71-87.7% -$8,527 减仓
NOV NOV INC $1,2060.00%65 1018.2% $186 加仓
SNA SNAP ON INC $1,2070.00%3 -13-81.2% -$5,230 减仓
RYTM RHYTHM PHARMACEUTICALS INC $1,2210.00%11 00.0% — 不变
RVTY REVVITY INC $1,2240.00%11 -30-73.2% -$3,338 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $1,2300.00%55 00.0% — 不变
ILMN ILLUMINA INC $1,2310.00%7 -584-98.8% -$10.27万 减仓
MSI MOTOROLA SOLUTIONS INC $1,2460.00%3 -59-95.2% -$2.45万 减仓
— JANUS HENDERSON GROUP PLC $1,2470.00%24 -19-44.2% -$987 减仓
FFIV F5 INC $1,2480.00%3 -51-94.4% -$2.12万 减仓
VRSK VERISK ANALYTICS INC $1,2570.00%7 -46-86.8% -$8,260 减仓
BXP BXP INC $1,2600.00%19 318.8% $199 加仓
WSE WISE GROUP PLC $1,2860.00%108 108— $1,286 新建仓
BBY BEST BUY INC $1,2900.00%17 -132-88.6% -$1.00万 减仓
IVZ INVESCO LTD $1,2930.00%49 -117-70.5% -$3,087 减仓
VICI VICI PPTYS INC $1,3010.00%49 -577-92.2% -$1.53万 减仓
F FORD MTR CO $1,3070.00%94 -201-68.1% -$2,795 减仓
OLLI OLLIES BARGAIN OUTLET HLDGS $1,3070.00%17 00.0% — 不变
TOST TOAST INC $1,3080.00%47 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $1,3080.00%9 228.6% $291 加仓
BALL BALL CORP $1,3100.00%21 -66-75.9% -$4,117 减仓
BPOP POPULAR INC $1,3130.00%8 -72-90.0% -$1.18万 减仓
HMC HONDA MOTOR CO LTD $1,3280.00%49 -255-83.9% -$6,911 减仓
GIII G III APPAREL GROUP LTD $1,3480.00%40 00.0% — 不变
KRC KILROY REALTY CORP $1,3490.00%36 -36-50.0% -$1,349 减仓
CRL CHARLES RIV LABS INTL INC $1,3610.00%6 -7-53.8% -$1,588 减仓
BWXT BWX TECHNOLOGIES INC $1,3630.00%7 -56-88.9% -$1.09万 减仓
LFUS LITTELFUSE INC $1,3660.00%3 -10-76.9% -$4,553 减仓
PODD INSULET CORP $1,3700.00%9 -6-40.0% -$913 减仓
HLN HALEON PLC $1,3720.00%147 -429-74.5% -$4,004 减仓
IBP INSTALLED BLDG PRODS INC $1,3790.00%6 -10-62.5% -$2,298 减仓
ESI ELEMENT SOLUTIONS INC $1,3850.00%29 -230-88.8% -$1.10万 减仓
WRBY WARBY PARKER INC $1,3960.00%46 -13-22.0% -$395 减仓
OZK BANK OZK LITTLE ROCK ARK $1,4060.00%27 -146-84.4% -$7,603 减仓
GPN GLOBAL PMTS INC $1,4510.00%20 -1-4.8% -$73 减仓
CSL CARLISLE COS INC $1,4510.00%4 00.0% — 不变
AVY AVERY DENNISON CORP $1,4610.00%9 -20-69.0% -$3,247 减仓
BWA BORGWARNER INC $1,4610.00%22 00.0% — 不变
TXN TEXAS INSTRS INC $1,4900.00%5 -80-94.1% -$2.38万 减仓
DAVE DAVE INC $1,4900.00%4 00.0% — 不变
DD DUPONT DE NEMOURS INC $1,4920.00%11 -103-90.4% -$1.40万 减仓
MTG MGIC INVT CORP WIS $1,4950.00%53 -362-87.2% -$1.02万 减仓
SNN SMITH & NEPHEW PLC $1,4980.00%52 -66-55.9% -$1,901 减仓
AYI ACUITY INC $1,5070.00%4 -6-60.0% -$2,260 减仓
VRSN VERISIGN INC $1,5090.00%6 -85-93.4% -$2.14万 减仓
OVV OVINTIV INC $1,5270.00%29 -38-56.7% -$2,001 减仓
JLL JONES LANG LASALLE INC $1,5500.00%5 00.0% — 不变
WM WASTE MGMT INC DEL $1,5600.00%7 -45-86.5% -$1.00万 减仓
ICLR ICON PUB LTD CO $1,5630.00%9 -48-84.2% -$8,336 减仓
HUBB HUBBELL INC $1,5700.00%3 -15-83.3% -$7,850 减仓