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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $1.81万 | 0.01% | 109 | -1,417 | -92.9% | -$23.49万 | 减仓 |
| BAC | BANK OF AMER CORP | $1.81万 | 0.01% | 317 | -660 | -67.6% | -$3.76万 | 减仓 |
| APP | APPLOVIN CORP | $1.80万 | 0.01% | 35 | -345 | -90.8% | -$17.78万 | 减仓 |
| AMGN | AMGEN INC | $1.77万 | 0.01% | 49 | -181 | -78.7% | -$6.55万 | 减仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $1.74万 | 0.01% | 1,498 | -2,143 | -58.9% | -$2.49万 | 减仓 |
| MCK | MCKESSON CORP | $1.74万 | 0.01% | 23 | -187 | -89.0% | -$14.13万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.73万 | 0.01% | 40 | -1,452 | -97.3% | -$62.92万 | 减仓 |
| RACE | FERRARI N V | $1.71万 | 0.01% | 46 | -254 | -84.7% | -$9.46万 | 减仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $1.69万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X FDS | $1.68万 | 0.01% | 1,053 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $1.62万 | 0.01% | 550 | -6,426 | -92.1% | -$18.91万 | 减仓 |
| HEEM | ISHARES INC | $1.60万 | 0.01% | 358 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1.59万 | 0.01% | 31 | -131 | -80.9% | -$6.73万 | 减仓 |
| MO | ALTRIA GROUP INC | $1.59万 | 0.01% | 221 | -4,348 | -95.2% | -$31.28万 | 减仓 |
| ING | ING GROEP N.V. | $1.55万 | 0.01% | 495 | -1,617 | -76.6% | -$5.07万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1.53万 | 0.01% | 168 | -466 | -73.5% | -$4.25万 | 减仓 |
| TTE | TOTALENERGIES SE | $1.52万 | 0.01% | 196 | -606 | -75.6% | -$4.71万 | 减仓 |
| SHEL | SHELL PLC | $1.47万 | 0.01% | 190 | -1,784 | -90.4% | -$13.83万 | 减仓 |
| RBA | RB GLOBAL INC | $1.42万 | 0.01% | 122 | -78 | -39.0% | -$9,083 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.37万 | 0.01% | 18 | -141 | -88.7% | -$10.76万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.34万 | 0.01% | 544 | -388 | -41.6% | -$9,525 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.33万 | 0.01% | 367 | -2,922 | -88.8% | -$10.56万 | 减仓 |
| SE | SEA LTD | $1.31万 | 0.01% | 137 | -1,249 | -90.1% | -$11.97万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.31万 | 0.01% | 44 | -50 | -53.2% | -$1.49万 | 减仓 |
| COHR | COHERENT CORP | $1.30万 | 0.01% | 33 | -58 | -63.7% | -$2.29万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.30万 | 0.01% | 78 | -230 | -74.7% | -$3.83万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.30万 | 0.01% | 263 | -23,564 | -98.9% | -$116.13万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.28万 | 0.01% | 44 | -15 | -25.4% | -$4,359 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.28万 | 0.01% | 34 | -59 | -63.4% | -$2.21万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1.27万 | 0.01% | 11 | -6 | -35.3% | -$6,926 | 减仓 |
| NRG | NRG ENERGY INC | $1.24万 | 0.01% | 85 | -181 | -68.0% | -$2.64万 | 减仓 |
| AVGO | BROADCOM INC | $1.21万 | 0.01% | 32 | -352 | -91.7% | -$13.30万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1.20万 | 0.01% | 34 | -39 | -53.4% | -$1.38万 | 减仓 |
| NFLX | NETFLIX INC. | $1.16万 | 0.01% | 163 | -1,621 | -90.9% | -$11.57万 | 减仓 |
| — | EXXON MOBIL CORP | $1.16万 | 0.01% | 85 | -1,986 | -95.9% | -$27.15万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1.15万 | 0.01% | 115 | -278 | -70.7% | -$2.78万 | 减仓 |
| DDOG | DATADOG INC | $1.12万 | 0.01% | 43 | -47 | -52.2% | -$1.22万 | 减仓 |
| NOW | SERVICENOW INC | $1.10万 | 0.01% | 111 | -414 | -78.9% | -$4.11万 | 减仓 |
| CB | CHUBB LIMITED | $1.09万 | 0.01% | 32 | -38 | -54.3% | -$1.29万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1.09万 | 0.01% | 408 | -58 | -12.4% | -$1,546 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $1.07万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1.07万 | 0.01% | 27 | -174 | -86.6% | -$6.92万 | 减仓 |
| RTX | RTX CORPORATION | $1.06万 | 0.01% | 56 | -1,165 | -95.4% | -$22.10万 | 减仓 |
| GEV | GE VERNOVA INC | $1.06万 | 0.01% | 9 | -151 | -94.4% | -$17.74万 | 减仓 |
| SCI | SERVICE CORP INTL | $1.06万 | 0.01% | 139 | -125 | -47.3% | -$9,495 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.02万 | 0.01% | 60 | -370 | -86.0% | -$6.29万 | 减仓 |
| SAP | SAP SE | $1.02万 | 0.01% | 66 | -444 | -87.1% | -$6.84万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.01万 | 0.01% | 22 | -46 | -67.6% | -$2.11万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $9,775 | 0.01% | 92 | -341 | -78.8% | -$3.62万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $9,600 | 0.01% | 57 | -255 | -81.7% | -$4.29万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $9,494 | 0.01% | 75 | -1,284 | -94.5% | -$16.25万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $9,382 | 0.01% | 32 | -40 | -55.6% | -$1.17万 | 减仓 |
| GE | GE AEROSPACE | $9,343 | 0.01% | 25 | -339 | -93.1% | -$12.67万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $9,324 | 0.01% | 7 | -41 | -85.4% | -$5.46万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $9,304 | 0.01% | 106 | -1,536 | -93.5% | -$13.48万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $9,146 | 0.01% | 111 | -221 | -66.6% | -$1.82万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $9,040 | 0.01% | 27 | -277 | -91.1% | -$9.27万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $8,953 | 0.01% | 39 | -352 | -90.0% | -$8.08万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $8,946 | 0.01% | 329 | -664 | -66.9% | -$1.81万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $8,803 | 0.01% | 9 | -12 | -57.1% | -$1.17万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $8,658 | 0.01% | 17 | -31 | -64.6% | -$1.58万 | 减仓 |
| NWG | NATWEST GROUP PLC | $8,586 | 0.01% | 487 | -1,055 | -68.4% | -$1.86万 | 减仓 |
| QXO | QXO INC | $8,536 | 0.01% | 494 | -2,174 | -81.5% | -$3.76万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $8,372 | 0.01% | 88 | -88 | -50.0% | -$8,372 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $8,350 | 0.01% | 500 | -15,090 | -96.8% | -$25.20万 | 减仓 |
| ETN | EATON CORP PLC | $8,096 | 0.01% | 19 | -94 | -83.2% | -$4.01万 | 减仓 |
| VST | VISTRA CORP | $8,090 | 0.01% | 51 | -84 | -62.2% | -$1.33万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $8,024 | 0.01% | 188 | -493 | -72.4% | -$2.10万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $8,001 | 0.01% | 48 | -142 | -74.7% | -$2.37万 | 减仓 |
| MDT | MEDTRONIC PLC | $7,588 | 0.01% | 97 | -710 | -88.0% | -$5.55万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $7,575 | 0.01% | 22 | -64 | -74.4% | -$2.20万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $7,554 | 0.01% | 9 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $7,484 | 0.01% | 151 | -484 | -76.2% | -$2.40万 | 减仓 |
| CAT | CATERPILLAR INC | $7,454 | 0.01% | 7 | -50 | -87.7% | -$5.32万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $7,263 | 0.00% | 22 | -68 | -75.6% | -$2.24万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $7,166 | 0.00% | 32 | -110 | -77.5% | -$2.46万 | 减仓 |
| NET | CLOUDFLARE INC | $7,113 | 0.00% | 29 | -331 | -91.9% | -$8.12万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $7,085 | 0.00% | 248 | 248 | — | $7,085 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $7,078 | 0.00% | 78 | -147 | -65.3% | -$1.33万 | 减仓 |
| IBN | ICICI BANK LIMITED | $7,054 | 0.00% | 243 | -3,119 | -92.8% | -$9.05万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $6,920 | 0.00% | 12 | -22 | -64.7% | -$1.27万 | 减仓 |
| GSK | GSK PLC | $6,815 | 0.00% | 130 | -452 | -77.7% | -$2.37万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $6,784 | 0.00% | 74 | -164 | -68.9% | -$1.50万 | 减仓 |
| HD | HOME DEPOT INC | $6,701 | 0.00% | 19 | -167 | -89.8% | -$5.89万 | 减仓 |
| ETSY | ETSY INC | $6,629 | 0.00% | 88 | -29 | -24.8% | -$2,185 | 减仓 |
| SPGI | S&P GLOBAL INC | $6,516 | 0.00% | 16 | -121 | -88.3% | -$4.93万 | 减仓 |
| FTI | TECHNIPFMC PLC | $6,497 | 0.00% | 98 | -94 | -49.0% | -$6,232 | 减仓 |
| WAB | WABTEC | $6,470 | 0.00% | 24 | -76 | -76.0% | -$2.05万 | 减仓 |
| ETR | ENTERGY CORP NEW | $6,432 | 0.00% | 56 | -52 | -48.1% | -$5,973 | 减仓 |
| TGT | TARGET CORP | $6,400 | 0.00% | 49 | -531 | -91.6% | -$6.94万 | 减仓 |
| AZO | AUTOZONE INC | $6,392 | 0.00% | 2 | -11 | -84.6% | -$3.52万 | 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 |
| CRH | CRH PLC | $6,206 | 0.00% | 58 | -114 | -66.3% | -$1.22万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $6,144 | 0.00% | 167 | -611 | -78.5% | -$2.25万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $6,139 | 0.00% | 383 | -901 | -70.2% | -$1.44万 | 减仓 |
| GPC | GENUINE PARTS CO | $6,135 | 0.00% | 52 | -17 | -24.6% | -$2,006 | 减仓 |
| SAN | BANCO SANTANDER SA | $6,127 | 0.00% | 444 | -2,004 | -81.9% | -$2.77万 | 减仓 |
| DAL | DELTA AIR LINES INC | $6,088 | 0.00% | 65 | -137 | -67.8% | -$1.28万 | 减仓 |
| NVO | NOVO-NORDISK A S | $5,945 | 0.00% | 124 | -1,556 | -92.6% | -$7.46万 | 减仓 |