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 |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | $7,575 | 0.01% | 22 | -64 | -74.4% | -$2.20万 | 减仓 |
| MDT | MEDTRONIC PLC | $7,588 | 0.01% | 97 | -710 | -88.0% | -$5.55万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $8,001 | 0.01% | 48 | -142 | -74.7% | -$2.37万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $8,024 | 0.01% | 188 | -493 | -72.4% | -$2.10万 | 减仓 |
| VST | VISTRA CORP | $8,090 | 0.01% | 51 | -84 | -62.2% | -$1.33万 | 减仓 |
| ETN | EATON CORP PLC | $8,096 | 0.01% | 19 | -94 | -83.2% | -$4.01万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $8,350 | 0.01% | 500 | -15,090 | -96.8% | -$25.20万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $8,372 | 0.01% | 88 | -88 | -50.0% | -$8,372 | 减仓 |
| QXO | QXO INC | $8,536 | 0.01% | 494 | -2,174 | -81.5% | -$3.76万 | 减仓 |
| NWG | NATWEST GROUP PLC | $8,586 | 0.01% | 487 | -1,055 | -68.4% | -$1.86万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $8,658 | 0.01% | 17 | -31 | -64.6% | -$1.58万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $8,803 | 0.01% | 9 | -12 | -57.1% | -$1.17万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $8,946 | 0.01% | 329 | -664 | -66.9% | -$1.81万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $8,953 | 0.01% | 39 | -352 | -90.0% | -$8.08万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $9,040 | 0.01% | 27 | -277 | -91.1% | -$9.27万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $9,146 | 0.01% | 111 | -221 | -66.6% | -$1.82万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $9,304 | 0.01% | 106 | -1,536 | -93.5% | -$13.48万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $9,324 | 0.01% | 7 | -41 | -85.4% | -$5.46万 | 减仓 |
| GE | GE AEROSPACE | $9,343 | 0.01% | 25 | -339 | -93.1% | -$12.67万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $9,382 | 0.01% | 32 | -40 | -55.6% | -$1.17万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $9,494 | 0.01% | 75 | -1,284 | -94.5% | -$16.25万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $9,600 | 0.01% | 57 | -255 | -81.7% | -$4.29万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $9,775 | 0.01% | 92 | -341 | -78.8% | -$3.62万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.01万 | 0.01% | 22 | -46 | -67.6% | -$2.11万 | 减仓 |
| SAP | SAP SE | $1.02万 | 0.01% | 66 | -444 | -87.1% | -$6.84万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.02万 | 0.01% | 60 | -370 | -86.0% | -$6.29万 | 减仓 |
| SCI | SERVICE CORP INTL | $1.06万 | 0.01% | 139 | -125 | -47.3% | -$9,495 | 减仓 |
| GEV | GE VERNOVA INC | $1.06万 | 0.01% | 9 | -151 | -94.4% | -$17.74万 | 减仓 |
| RTX | RTX CORPORATION | $1.06万 | 0.01% | 56 | -1,165 | -95.4% | -$22.10万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.07万 | 0.01% | 27 | -174 | -86.6% | -$6.92万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $1.07万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $1.09万 | 0.01% | 408 | -58 | -12.4% | -$1,546 | 减仓 |
| CB | CHUBB LIMITED | $1.09万 | 0.01% | 32 | -38 | -54.3% | -$1.29万 | 减仓 |
| NOW | SERVICENOW INC | $1.10万 | 0.01% | 111 | -414 | -78.9% | -$4.11万 | 减仓 |
| DDOG | DATADOG INC | $1.12万 | 0.01% | 43 | -47 | -52.2% | -$1.22万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.15万 | 0.01% | 115 | -278 | -70.7% | -$2.78万 | 减仓 |
| — | EXXON MOBIL CORP | $1.16万 | 0.01% | 85 | -1,986 | -95.9% | -$27.15万 | 减仓 |
| NFLX | NETFLIX INC. | $1.16万 | 0.01% | 163 | -1,621 | -90.9% | -$11.57万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1.20万 | 0.01% | 34 | -39 | -53.4% | -$1.38万 | 减仓 |
| AVGO | BROADCOM INC | $1.21万 | 0.01% | 32 | -352 | -91.7% | -$13.30万 | 减仓 |
| NRG | NRG ENERGY INC | $1.24万 | 0.01% | 85 | -181 | -68.0% | -$2.64万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1.27万 | 0.01% | 11 | -6 | -35.3% | -$6,926 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.28万 | 0.01% | 34 | -59 | -63.4% | -$2.21万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.28万 | 0.01% | 44 | -15 | -25.4% | -$4,359 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.30万 | 0.01% | 263 | -23,564 | -98.9% | -$116.13万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.30万 | 0.01% | 78 | -230 | -74.7% | -$3.83万 | 减仓 |
| COHR | COHERENT CORP | $1.30万 | 0.01% | 33 | -58 | -63.7% | -$2.29万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.31万 | 0.01% | 44 | -50 | -53.2% | -$1.49万 | 减仓 |
| SE | SEA LTD | $1.31万 | 0.01% | 137 | -1,249 | -90.1% | -$11.97万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.33万 | 0.01% | 367 | -2,922 | -88.8% | -$10.56万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.34万 | 0.01% | 544 | -388 | -41.6% | -$9,525 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.37万 | 0.01% | 18 | -141 | -88.7% | -$10.76万 | 减仓 |
| RBA | RB GLOBAL INC | $1.42万 | 0.01% | 122 | -78 | -39.0% | -$9,083 | 减仓 |
| SHEL | SHELL PLC | $1.47万 | 0.01% | 190 | -1,784 | -90.4% | -$13.83万 | 减仓 |
| TTE | TOTALENERGIES SE | $1.52万 | 0.01% | 196 | -606 | -75.6% | -$4.71万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.53万 | 0.01% | 168 | -466 | -73.5% | -$4.25万 | 减仓 |
| ING | ING GROEP N.V. | $1.55万 | 0.01% | 495 | -1,617 | -76.6% | -$5.07万 | 减仓 |
| MO | ALTRIA GROUP INC | $1.59万 | 0.01% | 221 | -4,348 | -95.2% | -$31.28万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1.59万 | 0.01% | 31 | -131 | -80.9% | -$6.73万 | 减仓 |
| HEEM | ISHARES INC | $1.60万 | 0.01% | 358 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $1.62万 | 0.01% | 550 | -6,426 | -92.1% | -$18.91万 | 减仓 |
| RYLD | GLOBAL X FDS | $1.68万 | 0.01% | 1,053 | 0 | 0.0% | — | 不变 |
| PIE | INVESCO EXCH TRADED FD TR II | $1.69万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $1.71万 | 0.01% | 46 | -254 | -84.7% | -$9.46万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.73万 | 0.01% | 40 | -1,452 | -97.3% | -$62.92万 | 减仓 |
| MCK | MCKESSON CORP | $1.74万 | 0.01% | 23 | -187 | -89.0% | -$14.13万 | 减仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $1.74万 | 0.01% | 1,498 | -2,143 | -58.9% | -$2.49万 | 减仓 |
| AMGN | AMGEN INC | $1.77万 | 0.01% | 49 | -181 | -78.7% | -$6.55万 | 减仓 |
| APP | APPLOVIN CORP | $1.80万 | 0.01% | 35 | -345 | -90.8% | -$17.78万 | 减仓 |
| BAC | BANK OF AMER CORP | $1.81万 | 0.01% | 317 | -660 | -67.6% | -$3.76万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1.81万 | 0.01% | 109 | -1,417 | -92.9% | -$23.49万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1.82万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $1.84万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1.85万 | 0.01% | 221 | -338 | -60.5% | -$2.82万 | 减仓 |
| DGRO | ISHARES TR | $1.89万 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $1.92万 | 0.01% | 236 | -729 | -75.5% | -$5.92万 | 减仓 |
| FAST | FASTENAL CO | $1.92万 | 0.01% | 400 | -540 | -57.4% | -$2.59万 | 减仓 |
| OC | OWENS CORNING NEW | $1.99万 | 0.01% | 125 | -64 | -33.9% | -$1.02万 | 减仓 |
| WMT | WALMART INC | $2.00万 | 0.01% | 177 | -1,934 | -91.6% | -$21.90万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2.07万 | 0.01% | 52 | -140 | -72.9% | -$5.56万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $2.11万 | 0.01% | 33 | -486 | -93.6% | -$31.04万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2.16万 | 0.01% | 500 | -4,591 | -90.2% | -$19.81万 | 减仓 |
| MRK | MERCK & CO INC | $2.17万 | 0.01% | 169 | -551 | -76.5% | -$7.08万 | 减仓 |
| BCD | ABRDN ETFS | $2.24万 | 0.02% | 655 | -32 | -4.7% | -$1,093 | 减仓 |
| — | BARINGS PARTN INVS | $2.27万 | 0.02% | 1,349 | 39 | 3.0% | $657 | 加仓 |
| LIN | LINDE PLC | $2.28万 | 0.02% | 44 | -237 | -84.3% | -$12.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.29万 | 0.02% | 70 | -533 | -88.4% | -$17.45万 | 减仓 |
| WFC | WELLS FARGO & CO | $2.32万 | 0.02% | 281 | -213 | -43.1% | -$1.76万 | 减仓 |
| COP | CONOCOPHILLIPS | $2.34万 | 0.02% | 225 | -98 | -30.3% | -$1.02万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $2.36万 | 0.02% | 652 | -9 | -1.4% | -$326 | 减仓 |
| PEP | PEPSICO INC | $2.38万 | 0.02% | 176 | -121 | -40.7% | -$1.64万 | 减仓 |
| STT | STATE STR CORP | $2.41万 | 0.02% | 142 | -130 | -47.8% | -$2.20万 | 减仓 |
| BCS | BARCLAYS PLC | $2.46万 | 0.02% | 914 | -3,341 | -78.5% | -$8.97万 | 减仓 |
| ABBV | ABBVIE INC | $2.54万 | 0.02% | 101 | -177 | -63.7% | -$4.45万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $2.55万 | 0.02% | 413 | -1,073 | -72.2% | -$6.63万 | 减仓 |
| GWW | WW GRAINGER INC | $2.58万 | 0.02% | 19 | -69 | -78.4% | -$9.39万 | 减仓 |
| EDV | VANGUARD WORLD FD | $2.63万 | 0.02% | 404 | 6 | 1.5% | $390 | 加仓 |
| LLY | ELI LILLY & CO | $2.64万 | 0.02% | 22 | -69 | -75.8% | -$8.28万 | 减仓 |
| ORI | OLD REP INTL CORP | $2.66万 | 0.02% | 650 | -15 | -2.3% | -$614 | 减仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $2.71万 | 0.02% | 677 | 461 | 213.4% | $1.85万 | 加仓 |