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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | $5,888 | 0.00% | 13 | -46 | -78.0% | -$2.08万 | 减仓 |
| UNM | UNUM GROUP | $5,811 | 0.00% | 65 | -38 | -36.9% | -$3,397 | 减仓 |
| RIO | RIO TINTO PLC | $5,791 | 0.00% | 61 | -561 | -90.2% | -$5.33万 | 减仓 |
| TJX | TJX COS INC NEW | $5,757 | 0.00% | 38 | -391 | -91.1% | -$5.92万 | 减仓 |
| CTVA | CORTEVA INC | $5,674 | 0.00% | 67 | -1,130 | -94.4% | -$9.57万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $5,655 | 0.00% | 221 | -529 | -70.5% | -$1.35万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $5,515 | 0.00% | 58 | -441 | -88.4% | -$4.19万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $5,515 | 0.00% | 74 | -172 | -69.9% | -$1.28万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $5,435 | 0.00% | 27 | -90 | -76.9% | -$1.81万 | 减仓 |
| BP | BP PLC | $5,432 | 0.00% | 147 | -1,862 | -92.7% | -$6.88万 | 减仓 |
| JBL | JABIL INC | $5,397 | 0.00% | 14 | -69 | -83.1% | -$2.66万 | 减仓 |
| SONY | SONY GROUP CORP | $5,015 | 0.00% | 250 | -1,300 | -83.9% | -$2.61万 | 减仓 |
| HDB | HDFC BANK LTD | $5,011 | 0.00% | 194 | -338 | -63.5% | -$8,731 | 减仓 |
| RYN | RAYONIER INC | $5,001 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $4,992 | 0.00% | 7 | -29 | -80.6% | -$2.07万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $4,955 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $4,944 | 0.00% | 24 | -18 | -42.9% | -$3,708 | 减仓 |
| BLK | BLACKROCK INC | $4,808 | 0.00% | 5 | -13 | -72.2% | -$1.25万 | 减仓 |
| WRB | BERKLEY W R CORP | $4,796 | 0.00% | 68 | -64 | -48.5% | -$4,514 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4,736 | 0.00% | 14 | -92 | -86.8% | -$3.11万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $4,626 | 0.00% | 57 | -18 | -24.0% | -$1,461 | 减仓 |
| UL | UNILEVER PLC | $4,569 | 0.00% | 76 | -427 | -84.9% | -$2.57万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $4,566 | 0.00% | 81 | -144 | -64.0% | -$8,117 | 减仓 |
| MSCI | MSCI INC | $4,480 | 0.00% | 8 | -65 | -89.0% | -$3.64万 | 减仓 |
| SNY | SANOFI SA | $4,479 | 0.00% | 105 | -682 | -86.7% | -$2.91万 | 减仓 |
| PPL | PPL CORP | $4,435 | 0.00% | 122 | -16 | -11.6% | -$582 | 减仓 |
| AEE | AMEREN CORP | $4,409 | 0.00% | 39 | -8 | -17.0% | -$904 | 减仓 |
| B | BARRICK MNG CORP | $4,371 | 0.00% | 119 | -24 | -16.8% | -$882 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $4,325 | 0.00% | 45 | -613 | -93.2% | -$5.89万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,317 | 0.00% | 37 | -184 | -83.3% | -$2.15万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $4,284 | 0.00% | 134 | -379 | -73.9% | -$1.21万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $4,272 | 0.00% | 18 | -16 | -47.1% | -$3,797 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $4,225 | 0.00% | 15 | -189 | -92.6% | -$5.32万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $4,216 | 0.00% | 31 | -72 | -69.9% | -$9,792 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,186 | 0.00% | 17 | -37 | -68.5% | -$9,111 | 减仓 |
| BHP | BHP BILLITON LIMITED | $4,166 | 0.00% | 50 | -371 | -88.1% | -$3.09万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $4,164 | 0.00% | 72 | -573 | -88.8% | -$3.31万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $4,125 | 0.00% | 17 | -62 | -78.5% | -$1.50万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $4,103 | 0.00% | 174 | -904 | -83.9% | -$2.13万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,092 | 0.00% | 12 | -80 | -87.0% | -$2.73万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $4,071 | 0.00% | 88 | -162 | -64.8% | -$7,494 | 减仓 |
| C | CITIGROUP INC | $4,059 | 0.00% | 29 | -192 | -86.9% | -$2.69万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,045 | 0.00% | 4 | -37 | -90.2% | -$3.74万 | 减仓 |
| GGG | GRACO INC | $4,007 | 0.00% | 53 | -277 | -83.9% | -$2.09万 | 减仓 |
| VLTO | VERALTO CORP | $3,991 | 0.00% | 45 | -73 | -61.9% | -$6,474 | 减仓 |
| ASML | ASML HLDG NV | $3,979 | 0.00% | 2 | -142 | -98.6% | -$28.25万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $3,974 | 0.00% | 16 | -22 | -57.9% | -$5,464 | 减仓 |
| STLD | STEEL DYNAMICS INC | $3,901 | 0.00% | 17 | -104 | -86.0% | -$2.39万 | 减仓 |
| HEI/A | HEICO CORP NEW | $3,869 | 0.00% | 15 | -169 | -91.8% | -$4.36万 | 减仓 |
| PUK | PRUDENTIAL PLC | $3,807 | 0.00% | 142 | -281 | -66.4% | -$7,534 | 减仓 |
| CCJ | CAMECO CORP | $3,769 | 0.00% | 37 | 6 | 19.4% | $611 | 加仓 |
| NEM | NEWMONT CORP | $3,736 | 0.00% | 40 | -71 | -64.0% | -$6,631 | 减仓 |
| ARGX | ARGENX SE | $3,711 | 0.00% | 4 | -34 | -89.5% | -$3.15万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3,694 | 0.00% | 27 | -65 | -70.7% | -$8,893 | 减仓 |
| R | RYDER SYS INC | $3,693 | 0.00% | 14 | -23 | -62.2% | -$6,067 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3,668 | 0.00% | 50 | -109 | -68.6% | -$7,996 | 减仓 |
| AFL | AFLAC INC | $3,635 | 0.00% | 31 | -200 | -86.6% | -$2.35万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $3,578 | 0.00% | 27 | -67 | -71.3% | -$8,879 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $3,567 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $3,558 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $3,511 | 0.00% | 19 | -2,347 | -99.2% | -$43.37万 | 减仓 |
| ABNB | AIRBNB INC | $3,434 | 0.00% | 24 | -63 | -72.4% | -$9,014 | 减仓 |
| ALC | ALCON AG | $3,422 | 0.00% | 51 | -103 | -66.9% | -$6,911 | 减仓 |
| NTAP | NETAPP INC | $3,405 | 0.00% | 22 | -42 | -65.6% | -$6,500 | 减仓 |
| MELI | MERCADOLIBRE INC | $3,395 | 0.00% | 2 | -30 | -93.8% | -$5.09万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $3,392 | 0.00% | 47 | -253 | -84.3% | -$1.83万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $3,386 | 0.00% | 61 | -22 | -26.5% | -$1,221 | 减仓 |
| ECHO | ECHOSTAR CORP | $3,248 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $3,233 | 0.00% | 242 | -4,810 | -95.2% | -$6.43万 | 减仓 |
| EG | EVEREST GROUP LTD | $3,215 | 0.00% | 9 | -50 | -84.7% | -$1.79万 | 减仓 |
| SHOP | SHOPIFY INC | $3,197 | 0.00% | 28 | -661 | -95.9% | -$7.55万 | 减仓 |
| MTB | M & T BK CORP | $3,094 | 0.00% | 13 | -14 | -51.9% | -$3,332 | 减仓 |
| KLAC | KLA CORP | $3,017 | 0.00% | 10 | -300 | -96.8% | -$9.05万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2,906 | 0.00% | 23 | -265 | -92.0% | -$3.35万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $2,898 | 0.00% | 15 | -16 | -51.6% | -$3,091 | 减仓 |
| LSTR | LANDSTAR SYS INC | $2,895 | 0.00% | 14 | -21 | -60.0% | -$4,342 | 减仓 |
| SO | SOUTHERN CO | $2,871 | 0.00% | 30 | -43 | -58.9% | -$4,115 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $2,857 | 0.00% | 490 | -1,454 | -74.8% | -$8,478 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,793 | 0.00% | 161 | -125 | -43.7% | -$2,168 | 减仓 |
| PLD | PROLOGIS INC. | $2,709 | 0.00% | 20 | -1,130 | -98.3% | -$15.31万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $2,697 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $2,649 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $2,595 | 0.00% | 205 | 21 | 11.4% | $266 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,555 | 0.00% | 2 | -18 | -90.0% | -$2.30万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $2,552 | 0.00% | 12 | -213 | -94.7% | -$4.53万 | 减仓 |
| CTAS | CINTAS CORP | $2,551 | 0.00% | 15 | -130 | -89.7% | -$2.21万 | 减仓 |
| ABVX | ABIVAX SA | $2,532 | 0.00% | 19 | -43 | -69.4% | -$5,730 | 减仓 |
| DG | DOLLAR GEN CORP | $2,532 | 0.00% | 22 | -26 | -54.2% | -$2,992 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $2,527 | 0.00% | 25 | -74 | -74.7% | -$7,480 | 减仓 |
| HEI | HEICO CORP NEW | $2,493 | 0.00% | 7 | -56 | -88.9% | -$1.99万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,484 | 0.00% | 5 | -212 | -97.7% | -$10.53万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $2,450 | 0.00% | 15 | -41 | -73.2% | -$6,697 | 减仓 |
| NUE | NUCOR CORP | $2,450 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $2,408 | 0.00% | 100 | -166 | -62.4% | -$3,997 | 减仓 |
| CINF | CINCINNATI FINL CORP | $2,407 | 0.00% | 13 | -41 | -75.9% | -$7,591 | 减仓 |
| VTR | VENTAS INC | $2,398 | 0.00% | 27 | 4 | 17.4% | $355 | 加仓 |
| EVR | EVERCORE INC | $2,390 | 0.00% | 7 | -17 | -70.8% | -$5,804 | 减仓 |
| TXT | TEXTRON INC | $2,385 | 0.00% | 26 | -57 | -68.7% | -$5,229 | 减仓 |
| CASY | CASEYS GEN STORES INC | $2,384 | 0.00% | 3 | -42 | -93.3% | -$3.34万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2,359 | 0.00% | 14 | -31 | -68.9% | -$5,224 | 减仓 |