Whipplewood Advisors, LLC
LITTLETON CO · SEC CIK 0002052510
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LIMITED | $1,581 | 0.00% | 34 | -82 | -70.7% | -$3,813 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1,585 | 0.00% | 5 | -30 | -85.7% | -$9,510 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $1,612 | 0.00% | 23 | -51 | -68.9% | -$3,574 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,623 | 0.00% | 6 | -45 | -88.2% | -$1.22万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $1,631 | 0.00% | 82 | -1,636 | -95.2% | -$3.25万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $1,632 | 0.00% | 7 | -999 | -99.3% | -$23.29万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,652 | 0.00% | 5 | -29 | -85.3% | -$9,582 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $1,653 | 0.00% | 40 | -21 | -34.4% | -$868 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1,663 | 0.00% | 7 | -515 | -98.7% | -$12.23万 | 减仓 |
| STE | STERIS PLC | $1,685 | 0.00% | 8 | -24 | -75.0% | -$5,055 | 减仓 |
| DEO | DIAGEO PLC | $1,688 | 0.00% | 21 | -40 | -65.6% | -$3,215 | 减仓 |
| GM | GENERAL MTRS CO | $1,696 | 0.00% | 22 | -103 | -82.4% | -$7,940 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1,709 | 0.00% | 13 | -55 | -80.9% | -$7,230 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $1,717 | 0.00% | 28 | 5 | 21.7% | $307 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $1,718 | 0.00% | 67 | -223 | -76.9% | -$5,718 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $1,720 | 0.00% | 19 | -32 | -62.7% | -$2,897 | 减仓 |
| VMI | VALMONT INDS INC | $1,733 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $1,742 | 0.00% | 23 | -56 | -70.9% | -$4,241 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,744 | 0.00% | 18 | -96 | -84.2% | -$9,301 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1,759 | 0.00% | 133 | -640 | -82.8% | -$8,464 | 减仓 |
| DTM | DT MIDSTREAM INC | $1,761 | 0.00% | 12 | -28 | -70.0% | -$4,109 | 减仓 |
| FOXA | FOX CORP | $1,773 | 0.00% | 34 | -55 | -61.8% | -$2,868 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $1,775 | 0.00% | 62 | 10 | 19.2% | $286 | 加仓 |
| VVX | V2X INC | $1,789 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $1,804 | 0.00% | 4 | -10 | -71.4% | -$4,510 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,812 | 0.00% | 60 | -68 | -53.1% | -$2,054 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $1,814 | 0.00% | 9 | -6 | -40.0% | -$1,209 | 减仓 |
| INTU | INTUIT | $1,827 | 0.00% | 7 | -62 | -89.9% | -$1.62万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1,835 | 0.00% | 4 | -43 | -91.5% | -$1.97万 | 减仓 |
| USFD | US FOODS HLDG CORP | $1,841 | 0.00% | 18 | -164 | -90.1% | -$1.68万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $1,842 | 0.00% | 114 | -734 | -86.6% | -$1.19万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,845 | 0.00% | 20 | -209 | -91.3% | -$1.93万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1,860 | 0.00% | 14 | -38 | -73.1% | -$5,049 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1,861 | 0.00% | 22 | -78 | -78.0% | -$6,598 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,871 | 0.00% | 2 | -104 | -98.1% | -$9.73万 | 减仓 |
| CRM | SALESFORCE INC | $1,880 | 0.00% | 12 | -96 | -88.9% | -$1.50万 | 减仓 |
| LOGI | LOGITECH INTL S A | $1,881 | 0.00% | 20 | 3 | 17.6% | $282 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,889 | 0.00% | 27 | -29 | -51.8% | -$2,029 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $1,891 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $1,901 | 0.00% | 6 | -14 | -70.0% | -$4,436 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $1,924 | 0.00% | 24 | -60 | -71.4% | -$4,810 | 减仓 |
| USB | US BANCORP | $1,933 | 0.00% | 32 | -5,936 | -99.5% | -$35.86万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $1,933 | 0.00% | 17 | -14 | -45.2% | -$1,592 | 减仓 |
| H | HYATT HOTELS CORP | $1,938 | 0.00% | 10 | -20 | -66.7% | -$3,876 | 减仓 |
| EOG | EOG RES INC | $1,946 | 0.00% | 15 | -14 | -48.3% | -$1,816 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,949 | 0.00% | 9 | -34 | -79.1% | -$7,363 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $2,009 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $2,013 | 0.00% | 12 | -58 | -82.9% | -$9,730 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $2,030 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2,038 | 0.00% | 4 | -194 | -98.0% | -$9.88万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,039 | 0.00% | 115 | 10 | 9.5% | $177 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2,040 | 0.00% | 60 | -40 | -40.0% | -$1,360 | 减仓 |
| KEX | KIRBY CORP | $2,040 | 0.00% | 15 | 2 | 15.4% | $272 | 加仓 |
| KR | KROGER CO | $2,055 | 0.00% | 37 | -340 | -90.2% | -$1.89万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $2,073 | 0.00% | 1 | -2 | -66.7% | -$4,146 | 减仓 |
| WCC | WESCO INTL INC | $2,073 | 0.00% | 6 | -6 | -50.0% | -$2,073 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $2,084 | 0.00% | 15 | 2 | 15.4% | $278 | 加仓 |
| KKR | KKR & CO INC | $2,111 | 0.00% | 23 | -15 | -39.5% | -$1,377 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2,154 | 0.00% | 6 | -31 | -83.8% | -$1.11万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,160 | 0.00% | 3 | -12 | -80.0% | -$8,640 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $2,169 | 0.00% | 57 | -25 | -30.5% | -$951 | 减仓 |
| CME | CME GROUP INC | $2,208 | 0.00% | 10 | -77 | -88.5% | -$1.70万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,220 | 0.00% | 31 | -92 | -74.8% | -$6,588 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $2,267 | 0.00% | 21 | -21 | -50.0% | -$2,267 | 减仓 |
| SNOW | SNOWFLAKE INC | $2,291 | 0.00% | 9 | -256 | -96.6% | -$6.52万 | 减仓 |
| DINO | HF SINCLAIR CORP | $2,298 | 0.00% | 33 | -52 | -61.2% | -$3,621 | 减仓 |
| FNB | F N B CORP | $2,309 | 0.00% | 121 | 13 | 12.0% | $248 | 加仓 |
| GL | GLOBE LIFE INC | $2,323 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $2,329 | 0.00% | 5 | -17 | -77.3% | -$7,919 | 减仓 |
| PHM | PULTE GROUP INC | $2,333 | 0.00% | 17 | -125 | -88.0% | -$1.72万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $2,343 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2,359 | 0.00% | 14 | -31 | -68.9% | -$5,224 | 减仓 |
| CASY | CASEYS GEN STORES INC | $2,384 | 0.00% | 3 | -42 | -93.3% | -$3.34万 | 减仓 |
| TXT | TEXTRON INC | $2,385 | 0.00% | 26 | -57 | -68.7% | -$5,229 | 减仓 |
| EVR | EVERCORE INC | $2,390 | 0.00% | 7 | -17 | -70.8% | -$5,804 | 减仓 |
| VTR | VENTAS INC | $2,398 | 0.00% | 27 | 4 | 17.4% | $355 | 加仓 |
| CINF | CINCINNATI FINL CORP | $2,407 | 0.00% | 13 | -41 | -75.9% | -$7,591 | 减仓 |
| PFE | PFIZER INC | $2,408 | 0.00% | 100 | -166 | -62.4% | -$3,997 | 减仓 |
| Q | QNITY ELECTRONICS INC | $2,450 | 0.00% | 15 | -41 | -73.2% | -$6,697 | 减仓 |
| NUE | NUCOR CORP | $2,450 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,484 | 0.00% | 5 | -212 | -97.7% | -$10.53万 | 减仓 |
| HEI | HEICO CORP NEW | $2,493 | 0.00% | 7 | -56 | -88.9% | -$1.99万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $2,527 | 0.00% | 25 | -74 | -74.7% | -$7,480 | 减仓 |
| ABVX | ABIVAX SA | $2,532 | 0.00% | 19 | -43 | -69.4% | -$5,730 | 减仓 |
| DG | DOLLAR GEN CORP | $2,532 | 0.00% | 22 | -26 | -54.2% | -$2,992 | 减仓 |
| CTAS | CINTAS CORP | $2,551 | 0.00% | 15 | -130 | -89.7% | -$2.21万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $2,552 | 0.00% | 12 | -213 | -94.7% | -$4.53万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,555 | 0.00% | 2 | -18 | -90.0% | -$2.30万 | 减仓 |
| BIZD | VANECK ETF TRUST | $2,595 | 0.00% | 205 | 21 | 11.4% | $266 | 加仓 |
| ONTO | ONTO INNOVATION INC | $2,649 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $2,697 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $2,709 | 0.00% | 20 | -1,130 | -98.3% | -$15.31万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,793 | 0.00% | 161 | -125 | -43.7% | -$2,168 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $2,857 | 0.00% | 490 | -1,454 | -74.8% | -$8,478 | 减仓 |
| SO | SOUTHERN CO | $2,871 | 0.00% | 30 | -43 | -58.9% | -$4,115 | 减仓 |
| LSTR | LANDSTAR SYS INC | $2,895 | 0.00% | 14 | -21 | -60.0% | -$4,342 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,898 | 0.00% | 15 | -16 | -51.6% | -$3,091 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2,906 | 0.00% | 23 | -265 | -92.0% | -$3.35万 | 减仓 |
| KLAC | KLA CORP | $3,017 | 0.00% | 10 | -300 | -96.8% | -$9.05万 | 减仓 |
| MTB | M & T BK CORP | $3,094 | 0.00% | 13 | -14 | -51.9% | -$3,332 | 减仓 |