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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $3,197 | 0.00% | 28 | -661 | -95.9% | -$7.55万 | 减仓 |
| EG | EVEREST GROUP LTD | $3,215 | 0.00% | 9 | -50 | -84.7% | -$1.79万 | 减仓 |
| NU | NU HLDGS LTD | $3,233 | 0.00% | 242 | -4,810 | -95.2% | -$6.43万 | 减仓 |
| ECHO | ECHOSTAR CORP | $3,248 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $3,386 | 0.00% | 61 | -22 | -26.5% | -$1,221 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $3,392 | 0.00% | 47 | -253 | -84.3% | -$1.83万 | 减仓 |
| MELI | MERCADOLIBRE INC | $3,395 | 0.00% | 2 | -30 | -93.8% | -$5.09万 | 减仓 |
| NTAP | NETAPP INC | $3,405 | 0.00% | 22 | -42 | -65.6% | -$6,500 | 减仓 |
| ALC | ALCON AG | $3,422 | 0.00% | 51 | -103 | -66.9% | -$6,911 | 减仓 |
| ABNB | AIRBNB INC | $3,434 | 0.00% | 24 | -63 | -72.4% | -$9,014 | 减仓 |
| QCOM | QUALCOMM INC | $3,511 | 0.00% | 19 | -2,347 | -99.2% | -$43.37万 | 减仓 |
| RKLB | ROCKET LAB CORP | $3,558 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $3,567 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,578 | 0.00% | 27 | -67 | -71.3% | -$8,879 | 减仓 |
| AFL | AFLAC INC | $3,635 | 0.00% | 31 | -200 | -86.6% | -$2.35万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3,668 | 0.00% | 50 | -109 | -68.6% | -$7,996 | 减仓 |
| R | RYDER SYS INC | $3,693 | 0.00% | 14 | -23 | -62.2% | -$6,067 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3,694 | 0.00% | 27 | -65 | -70.7% | -$8,893 | 减仓 |
| ARGX | ARGENX SE | $3,711 | 0.00% | 4 | -34 | -89.5% | -$3.15万 | 减仓 |
| NEM | NEWMONT CORP | $3,736 | 0.00% | 40 | -71 | -64.0% | -$6,631 | 减仓 |
| CCJ | CAMECO CORP | $3,769 | 0.00% | 37 | 6 | 19.4% | $611 | 加仓 |
| PUK | PRUDENTIAL PLC | $3,807 | 0.00% | 142 | -281 | -66.4% | -$7,534 | 减仓 |
| HEI/A | HEICO CORP NEW | $3,869 | 0.00% | 15 | -169 | -91.8% | -$4.36万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $3,901 | 0.00% | 17 | -104 | -86.0% | -$2.39万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,974 | 0.00% | 16 | -22 | -57.9% | -$5,464 | 减仓 |
| ASML | ASML HLDG NV | $3,979 | 0.00% | 2 | -142 | -98.6% | -$28.25万 | 减仓 |
| VLTO | VERALTO CORP | $3,991 | 0.00% | 45 | -73 | -61.9% | -$6,474 | 减仓 |
| GGG | GRACO INC | $4,007 | 0.00% | 53 | -277 | -83.9% | -$2.09万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,045 | 0.00% | 4 | -37 | -90.2% | -$3.74万 | 减仓 |
| C | CITIGROUP INC | $4,059 | 0.00% | 29 | -192 | -86.9% | -$2.69万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $4,071 | 0.00% | 88 | -162 | -64.8% | -$7,494 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,092 | 0.00% | 12 | -80 | -87.0% | -$2.73万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $4,103 | 0.00% | 174 | -904 | -83.9% | -$2.13万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $4,125 | 0.00% | 17 | -62 | -78.5% | -$1.50万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $4,164 | 0.00% | 72 | -573 | -88.8% | -$3.31万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $4,166 | 0.00% | 50 | -371 | -88.1% | -$3.09万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,186 | 0.00% | 17 | -37 | -68.5% | -$9,111 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $4,216 | 0.00% | 31 | -72 | -69.9% | -$9,792 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $4,225 | 0.00% | 15 | -189 | -92.6% | -$5.32万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $4,272 | 0.00% | 18 | -16 | -47.1% | -$3,797 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $4,284 | 0.00% | 134 | -379 | -73.9% | -$1.21万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,317 | 0.00% | 37 | -184 | -83.3% | -$2.15万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $4,325 | 0.00% | 45 | -613 | -93.2% | -$5.89万 | 减仓 |
| B | BARRICK MNG CORP | $4,371 | 0.00% | 119 | -24 | -16.8% | -$882 | 减仓 |
| AEE | AMEREN CORP | $4,409 | 0.00% | 39 | -8 | -17.0% | -$904 | 减仓 |
| PPL | PPL CORP | $4,435 | 0.00% | 122 | -16 | -11.6% | -$582 | 减仓 |
| SNY | SANOFI SA | $4,479 | 0.00% | 105 | -682 | -86.7% | -$2.91万 | 减仓 |
| MSCI | MSCI INC | $4,480 | 0.00% | 8 | -65 | -89.0% | -$3.64万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $4,566 | 0.00% | 81 | -144 | -64.0% | -$8,117 | 减仓 |
| UL | UNILEVER PLC | $4,569 | 0.00% | 76 | -427 | -84.9% | -$2.57万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4,626 | 0.00% | 57 | -18 | -24.0% | -$1,461 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4,736 | 0.00% | 14 | -92 | -86.8% | -$3.11万 | 减仓 |
| WRB | BERKLEY W R CORP | $4,796 | 0.00% | 68 | -64 | -48.5% | -$4,514 | 减仓 |
| BLK | BLACKROCK INC | $4,808 | 0.00% | 5 | -13 | -72.2% | -$1.25万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $4,944 | 0.00% | 24 | -18 | -42.9% | -$3,708 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $4,955 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $4,992 | 0.00% | 7 | -29 | -80.6% | -$2.07万 | 减仓 |
| RYN | RAYONIER INC | $5,001 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $5,011 | 0.00% | 194 | -338 | -63.5% | -$8,731 | 减仓 |
| SONY | SONY GROUP CORP | $5,015 | 0.00% | 250 | -1,300 | -83.9% | -$2.61万 | 减仓 |
| JBL | JABIL INC | $5,397 | 0.00% | 14 | -69 | -83.1% | -$2.66万 | 减仓 |
| BP | BP PLC | $5,432 | 0.00% | 147 | -1,862 | -92.7% | -$6.88万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $5,435 | 0.00% | 27 | -90 | -76.9% | -$1.81万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $5,515 | 0.00% | 58 | -441 | -88.4% | -$4.19万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $5,515 | 0.00% | 74 | -172 | -69.9% | -$1.28万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $5,655 | 0.00% | 221 | -529 | -70.5% | -$1.35万 | 减仓 |
| CTVA | CORTEVA INC | $5,674 | 0.00% | 67 | -1,130 | -94.4% | -$9.57万 | 减仓 |
| TJX | TJX COS INC NEW | $5,757 | 0.00% | 38 | -391 | -91.1% | -$5.92万 | 减仓 |
| RIO | RIO TINTO PLC | $5,791 | 0.00% | 61 | -561 | -90.2% | -$5.33万 | 减仓 |
| UNM | UNUM GROUP | $5,811 | 0.00% | 65 | -38 | -36.9% | -$3,397 | 减仓 |
| MCO | MOODYS CORP | $5,888 | 0.00% | 13 | -46 | -78.0% | -$2.08万 | 减仓 |
| NVO | NOVO-NORDISK A S | $5,945 | 0.00% | 124 | -1,556 | -92.6% | -$7.46万 | 减仓 |
| DAL | DELTA AIR LINES INC | $6,088 | 0.00% | 65 | -137 | -67.8% | -$1.28万 | 减仓 |
| SAN | BANCO SANTANDER SA | $6,127 | 0.00% | 444 | -2,004 | -81.9% | -$2.77万 | 减仓 |
| GPC | GENUINE PARTS CO | $6,135 | 0.00% | 52 | -17 | -24.6% | -$2,006 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $6,139 | 0.00% | 383 | -901 | -70.2% | -$1.44万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $6,144 | 0.00% | 167 | -611 | -78.5% | -$2.25万 | 减仓 |
| CRH | CRH PLC | $6,206 | 0.00% | 58 | -114 | -66.3% | -$1.22万 | 减仓 |
| RELX | RELX PLC | $6,239 | 0.00% | 197 | -779 | -79.8% | -$2.47万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $6,239 | 0.00% | 72 | -186 | -72.1% | -$1.61万 | 减仓 |
| AZO | AUTOZONE INC | $6,392 | 0.00% | 2 | -11 | -84.6% | -$3.52万 | 减仓 |
| TGT | TARGET CORP | $6,400 | 0.00% | 49 | -531 | -91.6% | -$6.94万 | 减仓 |
| ETR | ENTERGY CORP NEW | $6,432 | 0.00% | 56 | -52 | -48.1% | -$5,973 | 减仓 |
| WAB | WABTEC | $6,470 | 0.00% | 24 | -76 | -76.0% | -$2.05万 | 减仓 |
| FTI | TECHNIPFMC PLC | $6,497 | 0.00% | 98 | -94 | -49.0% | -$6,232 | 减仓 |
| SPGI | S&P GLOBAL INC | $6,516 | 0.00% | 16 | -121 | -88.3% | -$4.93万 | 减仓 |
| ETSY | ETSY INC | $6,629 | 0.00% | 88 | -29 | -24.8% | -$2,185 | 减仓 |
| HD | HOME DEPOT INC | $6,701 | 0.00% | 19 | -167 | -89.8% | -$5.89万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $6,784 | 0.00% | 74 | -164 | -68.9% | -$1.50万 | 减仓 |
| GSK | GSK PLC | $6,815 | 0.00% | 130 | -452 | -77.7% | -$2.37万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $6,920 | 0.00% | 12 | -22 | -64.7% | -$1.27万 | 减仓 |
| IBN | ICICI BANK LIMITED | $7,054 | 0.00% | 243 | -3,119 | -92.8% | -$9.05万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $7,078 | 0.00% | 78 | -147 | -65.3% | -$1.33万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $7,085 | 0.00% | 248 | 248 | — | $7,085 | 新建仓 |
| NET | CLOUDFLARE INC | $7,113 | 0.00% | 29 | -331 | -91.9% | -$8.12万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $7,166 | 0.00% | 32 | -110 | -77.5% | -$2.46万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $7,263 | 0.00% | 22 | -68 | -75.6% | -$2.24万 | 减仓 |
| CAT | CATERPILLAR INC | $7,454 | 0.01% | 7 | -50 | -87.7% | -$5.32万 | 减仓 |
| UBS | UBS GROUP AG | $7,484 | 0.01% | 151 | -484 | -76.2% | -$2.40万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $7,554 | 0.01% | 9 | 0 | 0.0% | — | 不变 |