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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $3.93万 | 0.02% | 494 | 287 | 138.6% | $2.28万 | 加仓 |
| NRG | NRG ENERGY INC | $3.89万 | 0.02% | 266 | 251 | 1,673.3% | $3.67万 | 加仓 |
| HEI/A | HEICO CORP NEW | $3.88万 | 0.02% | 184 | 170 | 1,214.3% | $3.59万 | 加仓 |
| SNY | SANOFI SA | $3.79万 | 0.02% | 787 | 751 | 2,086.1% | $3.62万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $3.72万 | 0.02% | 645 | 169 | 35.5% | $9,741 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $3.70万 | 0.02% | 870 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $3.63万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $3.60万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $3.58万 | 0.02% | 114 | 114 | — | $3.58万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $3.56万 | 0.02% | 393 | 369 | 1,537.5% | $3.35万 | 加仓 |
| ALAB | ASTERA LABS INC | $3.52万 | 0.02% | 321 | 319 | 15,950.0% | $3.50万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $3.51万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $3.49万 | 0.02% | 102 | 70 | 218.8% | $2.39万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3.47万 | 0.02% | 41 | 41 | — | $3.47万 | 新建仓 |
| STT | STATE STR CORP | $3.44万 | 0.02% | 272 | 272 | — | $3.44万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3.30万 | 0.02% | 68 | 55 | 423.1% | $2.67万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $3.29万 | 0.02% | 1,730 | 1,730 | — | $3.29万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $3.28万 | 0.02% | 45 | 45 | — | $3.28万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $3.27万 | 0.02% | 48 | 38 | 380.0% | $2.59万 | 加仓 |
| ARKF | ARK ETF TR | $3.27万 | 0.02% | 859 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $3.25万 | 0.02% | 778 | 778 | — | $3.25万 | 新建仓 |
| RELX | RELX PLC | $3.24万 | 0.02% | 976 | 938 | 2,468.4% | $3.11万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3.23万 | 0.02% | 221 | 221 | — | $3.23万 | 新建仓 |
| GSK | GSK PLC | $3.21万 | 0.02% | 582 | 550 | 1,718.8% | $3.04万 | 加仓 |
| SONY | SONY GROUP CORP | $3.21万 | 0.02% | 1,550 | 1,550 | — | $3.21万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $3.21万 | 0.02% | 106 | 102 | 2,550.0% | $3.09万 | 加仓 |
| — | ELECTRONIC ARTS INC | $3.18万 | 0.02% | 156 | 156 | — | $3.18万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $3.09万 | 0.02% | 190 | 175 | 1,166.7% | $2.84万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $3.06万 | 0.02% | 421 | 416 | 8,320.0% | $3.03万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $3.02万 | 0.02% | 222 | 36 | 19.4% | $4,899 | 加仓 |
| MDLN | MEDLINE INC | $3.00万 | 0.02% | 674 | 674 | — | $3.00万 | 新建仓 |
| INTU | INTUIT | $2.98万 | 0.02% | 69 | 69 | — | $2.98万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2.92万 | 0.02% | 1,718 | 1,718 | — | $2.92万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.90万 | 0.02% | 314 | 295 | 1,552.6% | $2.72万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $2.89万 | 0.02% | 2,523 | 23 | 0.9% | $264 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.89万 | 0.01% | 142 | 137 | 2,740.0% | $2.78万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $2.87万 | 0.01% | 850 | 170 | 25.0% | $5,749 | 加仓 |
| UL | UNILEVER PLC | $2.87万 | 0.01% | 503 | 503 | — | $2.87万 | 新建仓 |
| GGG | GRACO INC | $2.79万 | 0.01% | 330 | 318 | 2,650.0% | $2.69万 | 加仓 |
| ARGX | ARGENX SE | $2.77万 | 0.01% | 38 | 38 | — | $2.77万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $2.76万 | 0.01% | 2,448 | 2,448 | — | $2.76万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $2.76万 | 0.01% | 86 | 86 | — | $2.76万 | 新建仓 |
| KR | KROGER CO | $2.73万 | 0.01% | 377 | 377 | — | $2.73万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $2.72万 | 0.01% | 993 | 896 | 923.7% | $2.46万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $2.71万 | 0.01% | 1,253 | 1,253 | — | $2.71万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.69万 | 0.01% | 62 | 59 | 1,966.7% | $2.56万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2.68万 | 0.01% | 932 | 401 | 75.5% | $1.15万 | 加仓 |
| ORI | OLD REP INTL CORP | $2.65万 | 0.01% | 665 | -401 | -37.6% | -$1.60万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $2.64万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $2.63万 | 0.01% | 90 | 90 | — | $2.63万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $2.59万 | 0.01% | 105 | 102 | 3,400.0% | $2.52万 | 加仓 |
| EDV | VANGUARD WORLD FD | $2.58万 | 0.01% | 398 | 3 | 0.8% | $195 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.58万 | 0.01% | 93 | 84 | 933.3% | $2.33万 | 加仓 |
| MCO | MOODYS CORP | $2.57万 | 0.01% | 59 | 56 | 1,866.7% | $2.44万 | 加仓 |
| CME | CME GROUP INC | $2.57万 | 0.01% | 87 | 83 | 2,075.0% | $2.45万 | 加仓 |
| AFL | AFLAC INC | $2.53万 | 0.01% | 231 | 231 | — | $2.53万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $2.53万 | 0.01% | 6 | 6 | — | $2.53万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2.52万 | 0.01% | 20 | 20 | — | $2.52万 | 新建仓 |
| C | CITIGROUP INC | $2.51万 | 0.01% | 221 | 221 | — | $2.51万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $2.51万 | 0.01% | 73 | 69 | 1,725.0% | $2.37万 | 加仓 |
| WAB | WABTEC | $2.50万 | 0.01% | 100 | 100 | — | $2.50万 | 新建仓 |
| UBS | UBS GROUP AG | $2.48万 | 0.01% | 635 | 635 | — | $2.48万 | 新建仓 |
| BCD | ABRDN ETFS | $2.46万 | 0.01% | 687 | -12 | -1.7% | -$429 | 减仓 |
| CTAS | CINTAS CORP | $2.45万 | 0.01% | 145 | 137 | 1,712.5% | $2.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $2.43万 | 0.01% | 838 | 838 | — | $2.43万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $2.41万 | 0.01% | 51 | 40 | 363.6% | $1.89万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $2.38万 | 0.01% | 1,284 | 1,224 | 2,040.0% | $2.27万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $2.36万 | 0.01% | 117 | 117 | — | $2.36万 | 新建仓 |
| GDDY | GODADDY INC | $2.33万 | 0.01% | 282 | 280 | 14,000.0% | $2.31万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2.31万 | 0.01% | 225 | 153 | 212.5% | $1.57万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $2.30万 | 0.01% | 332 | 296 | 822.2% | $2.05万 | 加仓 |
| NWG | NATWEST GROUP PLC | $2.30万 | 0.01% | 1,542 | 1,419 | 1,153.7% | $2.11万 | 加仓 |
| CB | CHUBB LTD SWITZ | $2.28万 | 0.01% | 70 | 64 | 1,066.7% | $2.09万 | 加仓 |
| VRSN | VERISIGN INC | $2.26万 | 0.01% | 91 | 91 | — | $2.26万 | 新建仓 |
| — | BARINGS PARTN INVS | $2.25万 | 0.01% | 1,310 | -14 | -1.1% | -$240 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $2.22万 | 0.01% | 79 | 79 | — | $2.22万 | 新建仓 |
| JBL | JABIL INC | $2.20万 | 0.01% | 83 | 83 | — | $2.20万 | 新建仓 |
| SCI | SERVICE CORP INTL | $2.18万 | 0.01% | 264 | 264 | — | $2.18万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $2.18万 | 0.01% | 661 | 10 | 1.5% | $330 | 加仓 |
| STLD | STEEL DYNAMICS INC | $2.18万 | 0.01% | 121 | 121 | — | $2.18万 | 新建仓 |
| COHR | COHERENT CORP | $2.17万 | 0.01% | 91 | 91 | — | $2.17万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $2.16万 | 0.01% | 300 | 282 | 1,566.7% | $2.03万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2.15万 | 0.01% | 229 | 224 | 4,480.0% | $2.11万 | 加仓 |
| MPC | MARATHON PETE CORP | $2.15万 | 0.01% | 88 | 78 | 780.0% | $1.90万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $2.13万 | 0.01% | 1,078 | 1,078 | — | $2.13万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2.09万 | 0.01% | 72 | 69 | 2,300.0% | $2.00万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $2.09万 | 0.01% | 47 | 47 | — | $2.09万 | 新建仓 |
| YUM | YUM BRANDS INC | $2.07万 | 0.01% | 133 | 133 | — | $2.07万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $2.05万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $2.05万 | 0.01% | 189 | 64 | 51.2% | $6,926 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $2.04万 | 0.01% | 59 | 15 | 34.1% | $5,177 | 加仓 |
| VST | VISTRA CORP | $2.03万 | 0.01% | 135 | 135 | — | $2.03万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2.03万 | 0.01% | 258 | 226 | 706.2% | $1.78万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $2.03万 | 0.01% | 238 | 238 | — | $2.03万 | 新建仓 |
| ENB | ENBRIDGE INC | $2.02万 | 0.01% | 373 | 373 | — | $2.02万 | 新建仓 |
| CRM | SALESFORCE INC | $2.02万 | 0.01% | 108 | 108 | — | $2.02万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2.00万 | 0.01% | 34 | 34 | — | $2.00万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.98万 | 0.01% | 126 | 117 | 1,300.0% | $1.84万 | 加仓 |
| CMI | CUMMINS INC | $1.94万 | 0.01% | 36 | 36 | — | $1.94万 | 新建仓 |
| EG | EVEREST GROUP LTD | $1.93万 | 0.01% | 59 | 57 | 2,850.0% | $1.86万 | 加仓 |