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 |
|---|---|---|---|---|---|---|---|---|
| VFC | V F CORP | $0 | 0.00% | 0 | -19,425 | -100.0% | -$33.00万 | 清仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $0 | 0.00% | 0 | -22,966 | -100.0% | -$32.80万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -4,107 | -100.0% | -$28.04万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -1,600 | -100.0% | -$20.53万 | 清仓 |
| ARKG | ARK ETF TR | $0 | 0.00% | 0 | -7,168 | -100.0% | -$18.94万 | 清仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,350 | -100.0% | -$18.78万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -2,346 | -100.0% | -$18.64万 | 清仓 |
| ISCG | ISHARES TR | $0 | 0.00% | 0 | -3,300 | -100.0% | -$18.08万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$17.46万 | 清仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,270 | -100.0% | -$16.51万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -3,392 | -100.0% | -$16.14万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -795 | -100.0% | -$15.07万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -178 | -100.0% | -$13.75万 | 清仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $0 | 0.00% | 0 | -2,083 | -100.0% | -$12.00万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -333 | -100.0% | -$11.86万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -1,313 | -100.0% | -$10.56万 | 清仓 |
| ARKW | ARK ETF TR | $0 | 0.00% | 0 | -875 | -100.0% | -$10.55万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,485 | -100.0% | -$10.42万 | 清仓 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -2,256 | -100.0% | -$10.12万 | 清仓 |
| IJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -2,760 | -100.0% | -$10.01万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,320 | -100.0% | -$9.61万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -5,699 | -100.0% | -$8.74万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -350 | -100.0% | -$7.00万 | 清仓 |
| DEM | WISDOMTREE TR | $0 | 0.00% | 0 | -1,396 | -100.0% | -$6.94万 | 清仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -500 | -100.0% | -$6.35万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -700 | -100.0% | -$6.31万 | 清仓 |
| BJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,180 | -100.0% | -$6.29万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -1,064 | -100.0% | -$6.25万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -2,909 | -100.0% | -$6.21万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -1,300 | -100.0% | -$6.16万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -2,170 | -100.0% | -$5.94万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -417 | -100.0% | -$5.65万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -2,592 | -100.0% | -$5.60万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -315 | -100.0% | -$5.23万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -2,600 | -100.0% | -$5.21万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,424 | -100.0% | -$4.83万 | 清仓 |
| BJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -935 | -100.0% | -$4.65万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -1,950 | -100.0% | -$4.63万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -364 | -100.0% | -$4.60万 | 清仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $0 | 0.00% | 0 | -1,450 | -100.0% | -$4.42万 | 清仓 |
| NOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -750 | -100.0% | -$4.23万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -150 | -100.0% | -$4.23万 | 清仓 |
| PJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -893 | -100.0% | -$4.10万 | 清仓 |
| PDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -870 | -100.0% | -$3.70万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -185 | -100.0% | -$3.63万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -570 | -100.0% | -$3.58万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -150 | -100.0% | -$3.51万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,730 | -100.0% | -$3.29万 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | -859 | -100.0% | -$3.27万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -156 | -100.0% | -$3.18万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -222 | -100.0% | -$3.02万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -674 | -100.0% | -$3.00万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -314 | -100.0% | -$2.90万 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC | $0 | 0.00% | 0 | -2,523 | -100.0% | -$2.89万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -1,253 | -100.0% | -$2.71万 | 清仓 |
| NJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -495 | -100.0% | -$2.64万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -105 | -100.0% | -$2.59万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -150 | -100.0% | -$2.53万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -838 | -100.0% | -$2.43万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -51 | -100.0% | -$2.41万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -282 | -100.0% | -$2.33万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -88 | -100.0% | -$2.15万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -133 | -100.0% | -$2.07万 | 清仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,600 | -100.0% | -$2.05万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -373 | -100.0% | -$2.02万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -126 | -100.0% | -$1.98万 | 清仓 |
| BJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -398 | -100.0% | -$1.84万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1.70万 | 清仓 |
| NGG | NATIONAL GRID PLC | $0 | 0.00% | 0 | -194 | -100.0% | -$1.64万 | 清仓 |
| TS | TENARIS S A | $0 | 0.00% | 0 | -256 | -100.0% | -$1.49万 | 清仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -300 | -100.0% | -$1.48万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -566 | -100.0% | -$1.46万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -1,574 | -100.0% | -$1.44万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -150 | -100.0% | -$1.37万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1.33万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -73 | -100.0% | -$1.33万 | 清仓 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -375 | -100.0% | -$1.29万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -142 | -100.0% | -$1.27万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -46 | -100.0% | -$1.27万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -393 | -100.0% | -$1.26万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -62 | -100.0% | -$1.25万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -150 | -100.0% | -$1.24万 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -106 | -100.0% | -$1.24万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -66 | -100.0% | -$1.23万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -75 | -100.0% | -$1.23万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1.14万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -38 | -100.0% | -$1.13万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -46 | -100.0% | -$1.10万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -281 | -100.0% | -$1.04万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -167 | -100.0% | -$1.01万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -43 | -100.0% | -$9,910 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -34 | -100.0% | -$9,601 | 清仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $0 | 0.00% | 0 | -402 | -100.0% | -$9,600 | 清仓 |
| IX | ORIX CORP | $0 | 0.00% | 0 | -320 | -100.0% | -$9,597 | 清仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -122 | -100.0% | -$9,526 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -55 | -100.0% | -$9,463 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -34 | -100.0% | -$9,070 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -61 | -100.0% | -$8,919 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$8,897 | 清仓 |
| PAUG | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -206 | -100.0% | -$8,800 | 清仓 |