Whipplewood Advisors, LLC
LITTLETON CO · SEC CIK 0002052510
$1.93亿2026Q1 申报市值
1,065持仓数
32.6%前十大占比 · 第一大 9.0%
596 / 36新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NPFE 新建仓+$1,087.40万
JAAA 加仓+$949.76万
JPLD 新建仓+$784.70万
NVDA 加仓+$69.60万
ARES 新建仓+$65.96万
2026Q1 卖出最多 按季末市值估算
OBDC 清仓-$104.53万
VT 减仓-$87.81万
TRIN 清仓-$41.50万
IVV 减仓-$39.26万
OWL 减仓-$36.82万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $9.27万 | 0.05% | 201 | 192 | 2,133.3% | $8.85万 | 加仓 |
| BCS | BARCLAYS PLC | $9.00万 | 0.05% | 4,255 | 4,082 | 2,359.5% | $8.64万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $8.77万 | 0.05% | 268 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $8.74万 | 0.05% | 5,699 | 165 | 3.0% | $2,531 | 加仓 |
| SAP | SAP SE | $8.73万 | 0.05% | 510 | 294 | 136.1% | $5.03万 | 加仓 |
| IBN | ICICI BANK LIMITED | $8.71万 | 0.05% | 3,362 | 3,237 | 2,589.6% | $8.38万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $8.69万 | 0.05% | 1,486 | 1,383 | 1,342.7% | $8.09万 | 加仓 |
| MRK | MERCK & CO INC | $8.66万 | 0.04% | 720 | 679 | 1,656.1% | $8.17万 | 加仓 |
| IEMG | ISHARES INC | $8.64万 | 0.04% | 1,238 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $8.47万 | 0.04% | 264 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $8.47万 | 0.04% | 391 | 370 | 1,761.9% | $8.01万 | 加仓 |
| EMR | EMERSON ELEC CO | $8.40万 | 0.04% | 641 | 38 | 6.3% | $4,979 | 加仓 |
| LLY | ELI LILLY & CO | $8.37万 | 0.04% | 91 | 62 | 213.8% | $5.70万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $8.37万 | 0.04% | 639 | 639 | — | $8.37万 | 新建仓 |
| MS | MORGAN STANLEY | $8.20万 | 0.04% | 498 | 490 | 6,125.0% | $8.06万 | 加仓 |
| SHOP | SHOPIFY INC | $8.17万 | 0.04% | 689 | 652 | 1,762.2% | $7.73万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $8.09万 | 0.04% | 162 | 150 | 1,250.0% | $7.49万 | 加仓 |
| AMGN | AMGEN INC | $8.09万 | 0.04% | 230 | 225 | 4,500.0% | $7.92万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $7.62万 | 0.04% | 304 | 304 | — | $7.62万 | 新建仓 |
| NET | CLOUDFLARE INC | $7.43万 | 0.04% | 360 | 358 | 17,900.0% | $7.39万 | 加仓 |
| KO | COCA COLA CO | $7.34万 | 0.04% | 965 | 965 | — | $7.34万 | 新建仓 |
| TTE | TOTALENERGIES SE | $7.30万 | 0.04% | 802 | 802 | — | $7.30万 | 新建仓 |
| ILMN | ILLUMINA INC | $7.28万 | 0.04% | 591 | 583 | 7,287.5% | $7.19万 | 加仓 |
| NU | NU HLDGS LTD | $7.26万 | 0.04% | 5,052 | 4,752 | 1,584.0% | $6.83万 | 加仓 |
| PSX | PHILLIPS 66 | $7.21万 | 0.04% | 396 | 96 | 32.0% | $1.75万 | 加仓 |
| T | AT&T INC | $7.10万 | 0.04% | 2,448 | 758 | 44.9% | $2.20万 | 加仓 |
| TGT | TARGET CORP | $7.03万 | 0.04% | 580 | 80 | 16.0% | $9,696 | 加仓 |
| PG | PROCTER & GAMBLE CO | $7.01万 | 0.04% | 485 | 220 | 83.0% | $3.18万 | 加仓 |
| NTRA | NATERA INC | $7.00万 | 0.04% | 350 | 350 | — | $7.00万 | 新建仓 |
| MDT | MEDTRONIC PLC | $6.99万 | 0.04% | 807 | 497 | 160.3% | $4.31万 | 加仓 |
| DEM | WISDOMTREE TR | $6.94万 | 0.04% | 1,396 | -166 | -10.6% | -$8,249 | 减仓 |
| TJX | TJX COS INC NEW | $6.85万 | 0.04% | 429 | 429 | — | $6.85万 | 新建仓 |
| O | REALTY INCOME CORP | $6.83万 | 0.04% | 1,117 | -2,211 | -66.4% | -$13.53万 | 减仓 |
| FLNG | FLEX LNG LTD | $6.68万 | 0.03% | 2,250 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $6.43万 | 0.03% | 312 | 308 | 7,700.0% | $6.35万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $6.35万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $6.31万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| BJAN | INNOVATOR ETFS TRUST | $6.29万 | 0.03% | 1,180 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $6.25万 | 0.03% | 1,064 | 1,064 | — | $6.25万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $6.21万 | 0.03% | 2,909 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $6.21万 | 0.03% | 159 | 151 | 1,887.5% | $5.90万 | 加仓 |
| NVO | NOVO-NORDISK A S | $6.17万 | 0.03% | 1,680 | 606 | 56.4% | $2.23万 | 加仓 |
| DOCU | DOCUSIGN INC | $6.16万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $6.14万 | 0.03% | 204 | 189 | 1,260.0% | $5.69万 | 加仓 |
| HD | HOME DEPOT INC | $6.12万 | 0.03% | 186 | 78 | 72.2% | $2.57万 | 加仓 |
| ADI | ANALOG DEVICES INC | $6.11万 | 0.03% | 192 | 190 | 9,500.0% | $6.04万 | 加仓 |
| ABBV | ABBVIE INC | $6.05万 | 0.03% | 278 | -552 | -66.5% | -$12.01万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.94万 | 0.03% | 2,170 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $5.93万 | 0.03% | 330 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $5.83万 | 0.03% | 137 | 134 | 4,466.7% | $5.70万 | 加仓 |
| RIO | RIO TINTO PLC | $5.80万 | 0.03% | 622 | 593 | 2,044.8% | $5.53万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.74万 | 0.03% | 2,193 | -32 | -1.4% | -$837 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $5.72万 | 0.03% | 1,964 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $5.65万 | 0.03% | 417 | 417 | — | $5.65万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $5.60万 | 0.03% | 2,592 | 392 | 17.8% | $8,475 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $5.56万 | 0.03% | 48 | 48 | — | $5.56万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $5.53万 | 0.03% | 32 | 30 | 1,500.0% | $5.19万 | 加仓 |
| ING | ING GROEP N.V. | $5.50万 | 0.03% | 2,112 | 1,991 | 1,645.5% | $5.19万 | 加仓 |
| NOW | SERVICENOW INC | $5.49万 | 0.03% | 525 | 485 | 1,212.5% | $5.07万 | 加仓 |
| XYL | XYLEM INC | $5.38万 | 0.03% | 450 | 14 | 3.2% | $1,673 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5.34万 | 0.03% | 308 | 300 | 3,750.0% | $5.20万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5.28万 | 0.03% | 218 | 43 | 24.6% | $1.04万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $5.28万 | 0.03% | 430 | 409 | 1,947.6% | $5.02万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $5.23万 | 0.03% | 315 | 303 | 2,525.0% | $5.03万 | 加仓 |
| KEY | KEYCORP | $5.21万 | 0.03% | 2,600 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $5.18万 | 0.03% | 2,668 | 2,647 | 12,604.8% | $5.14万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $5.07万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.88万 | 0.03% | 1,526 | -70 | -4.4% | -$2,236 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4.83万 | 0.03% | 1,424 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $4.77万 | 0.02% | 658 | 638 | 3,190.0% | $4.62万 | 加仓 |
| BAC | BANK OF AMER CORP | $4.76万 | 0.02% | 977 | 928 | 1,893.9% | $4.52万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $4.65万 | 0.02% | 935 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $4.63万 | 0.02% | 1,950 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $4.61万 | 0.02% | 297 | 136 | 84.5% | $2.11万 | 加仓 |
| APH | AMPHENOL CORP | $4.60万 | 0.02% | 364 | 354 | 3,540.0% | $4.47万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $4.59万 | 0.02% | 225 | 220 | 4,400.0% | $4.49万 | 加仓 |
| KLAC | KLA CORP | $4.56万 | 0.02% | 31 | 31 | — | $4.56万 | 新建仓 |
| — | BARINGS CORPORATE INVS | $4.53万 | 0.02% | 2,630 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $4.42万 | 0.02% | 1,450 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $4.39万 | 0.02% | 13 | 13 | — | $4.39万 | 新建仓 |
| FAST | FASTENAL CO | $4.36万 | 0.02% | 940 | 504 | 115.6% | $2.34万 | 加仓 |
| ITT | ITT INC | $4.34万 | 0.02% | 228 | 10 | 4.6% | $1,905 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $4.27万 | 0.02% | 681 | 645 | 1,791.7% | $4.05万 | 加仓 |
| COP | CONOCOPHILLIPS | $4.26万 | 0.02% | 323 | 221 | 216.7% | $2.92万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $4.23万 | 0.02% | 750 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $4.23万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| KOF | COCA-COLA FEMSA SAB DE CV | $4.22万 | 0.02% | 433 | 388 | 862.2% | $3.78万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $4.19万 | 0.02% | 644 | 44 | 7.3% | $2,860 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $4.16万 | 0.02% | 210 | 77 | 57.9% | $1.53万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $4.12万 | 0.02% | 499 | 499 | — | $4.12万 | 新建仓 |
| PJUL | INNOVATOR ETFS TRUST | $4.10万 | 0.02% | 893 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4.10万 | 0.02% | 634 | 620 | 4,428.6% | $4.01万 | 加仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $4.07万 | 0.02% | 3,641 | 1 | 0.0% | $11 | 加仓 |
| ETN | EATON CORP PLC | $4.04万 | 0.02% | 113 | 112 | 11,200.0% | $4.01万 | 加仓 |
| CAT | CATERPILLAR INC | $4.04万 | 0.02% | 57 | 51 | 850.0% | $3.61万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $4.01万 | 0.02% | 288 | 282 | 4,700.0% | $3.93万 | 加仓 |
| SNOW | SNOWFLAKE INC | $4.00万 | 0.02% | 265 | 252 | 1,938.5% | $3.80万 | 加仓 |
| SYY | SYSCO CORP | $3.99万 | 0.02% | 559 | -697 | -55.5% | -$4.97万 | 减仓 |
| CVS | CVS HEALTH CORP | $3.98万 | 0.02% | 554 | 154 | 38.5% | $1.11万 | 加仓 |
| MSCI | MSCI INC | $3.93万 | 0.02% | 73 | 73 | — | $3.93万 | 新建仓 |