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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $1.92万 | 0.01% | 85 | 78 | 1,114.3% | $1.76万 | 加仓 |
| RBA | RB GLOBAL INC | $1.92万 | 0.01% | 200 | 197 | 6,566.7% | $1.89万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1.88万 | 0.01% | 21 | 21 | — | $1.88万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $1.86万 | 0.01% | 2,682 | -4,500 | -62.7% | -$3.13万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $1.85万 | 0.01% | 246 | 246 | — | $1.85万 | 新建仓 |
| BJUN | INNOVATOR ETFS TRUST | $1.84万 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1.83万 | 0.01% | 228 | 228 | — | $1.83万 | 新建仓 |
| CRH | CRH PLC | $1.81万 | 0.01% | 172 | 172 | — | $1.81万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $1.76万 | 0.01% | 848 | 671 | 379.1% | $1.39万 | 加仓 |
| DGRO | ISHARES TR | $1.75万 | 0.01% | 249 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $1.73万 | 0.01% | 18 | 17 | 1,700.0% | $1.63万 | 加仓 |
| HEI | HEICO CORP NEW | $1.73万 | 0.01% | 63 | 63 | — | $1.73万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $1.72万 | 0.01% | 513 | 501 | 4,175.0% | $1.68万 | 加仓 |
| VICI | VICI PPTYS INC | $1.71万 | 0.01% | 626 | 592 | 1,741.2% | $1.62万 | 加仓 |
| COMP | COMPASS INC | $1.71万 | 0.01% | 2,337 | 57 | 2.5% | $417 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1.70万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $1.68万 | 0.01% | 182 | 182 | — | $1.68万 | 新建仓 |
| PHM | PULTE GROUP INC | $1.67万 | 0.01% | 142 | 142 | — | $1.67万 | 新建仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $1.67万 | 0.01% | 512 | -13 | -2.5% | -$424 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.65万 | 0.01% | 85 | 76 | 844.4% | $1.48万 | 加仓 |
| NGG | NATIONAL GRID PLC | $1.64万 | 0.01% | 194 | 194 | — | $1.64万 | 新建仓 |
| — | LISTED FDS TR | $1.59万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $1.58万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X FDS | $1.57万 | 0.01% | 1,053 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $1.56万 | 0.01% | 54 | 54 | — | $1.56万 | 新建仓 |
| HAL | HALLIBURTON CO | $1.54万 | 0.01% | 394 | 394 | — | $1.54万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.50万 | 0.01% | 176 | 176 | — | $1.50万 | 新建仓 |
| TS | TENARIS S A | $1.49万 | 0.01% | 256 | 256 | — | $1.49万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $1.48万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $1.47万 | 0.01% | 92 | 73 | 384.2% | $1.17万 | 加仓 |
| TMUS | T-MOBILE US INC | $1.47万 | 0.01% | 70 | 67 | 2,233.3% | $1.41万 | 加仓 |
| CCL | CARNIVAL CORP | $1.46万 | 0.01% | 566 | 472 | 502.1% | $1.22万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $1.44万 | 0.01% | 1,574 | -40,329 | -96.2% | -$36.82万 | 减仓 |
| EQNR | EQUINOR ASA | $1.39万 | 0.01% | 330 | 330 | — | $1.39万 | 新建仓 |
| ECL | ECOLAB INC | $1.38万 | 0.01% | 52 | 48 | 1,200.0% | $1.28万 | 加仓 |
| EBAY | EBAY INC. | $1.37万 | 0.01% | 150 | 150 | — | $1.37万 | 新建仓 |
| HSY | HERSHEY CO | $1.35万 | 0.01% | 65 | 65 | — | $1.35万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $1.34万 | 0.01% | 202 | 191 | 1,736.4% | $1.27万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.33万 | 0.01% | 47 | 47 | — | $1.33万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $1.33万 | 0.01% | 73 | 65 | 812.5% | $1.19万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1.33万 | 0.01% | 51 | 46 | 920.0% | $1.20万 | 加仓 |
| FTI | TECHNIPFMC PLC | $1.33万 | 0.01% | 192 | 192 | — | $1.33万 | 新建仓 |
| HDB | HDFC BANK LTD | $1.32万 | 0.01% | 532 | 514 | 2,855.6% | $1.28万 | 加仓 |
| HEEM | ISHARES INC | $1.32万 | 0.01% | 358 | 0 | 0.0% | — | 不变 |
| PIE | INVESCO EXCH TRADED FD TR II | $1.31万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $1.29万 | 0.01% | 63 | 63 | — | $1.29万 | 新建仓 |
| IREN | IREN LIMITED | $1.29万 | 0.01% | 375 | 375 | — | $1.29万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $1.28万 | 0.01% | 466 | 58 | 14.2% | $1,593 | 加仓 |
| SBUX | STARBUCKS CORP | $1.27万 | 0.01% | 142 | 129 | 992.3% | $1.16万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1.27万 | 0.01% | 94 | 94 | — | $1.27万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.27万 | 0.01% | 46 | 46 | — | $1.27万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1.26万 | 0.01% | 393 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $1.25万 | 0.01% | 62 | 62 | — | $1.25万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $1.24万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1.24万 | 0.01% | 106 | 106 | — | $1.24万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.23万 | 0.01% | 66 | 66 | — | $1.23万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $1.23万 | 0.01% | 75 | 75 | — | $1.23万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $1.21万 | 0.01% | 108 | 108 | — | $1.21万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.21万 | 0.01% | 92 | 92 | — | $1.21万 | 新建仓 |
| PUK | PRUDENTIAL PLC | $1.20万 | 0.01% | 423 | 409 | 2,921.4% | $1.16万 | 加仓 |
| NEM | NEWMONT CORP | $1.20万 | 0.01% | 111 | 61 | 122.0% | $6,603 | 加仓 |
| WM | WASTE MGMT INC DEL | $1.19万 | 0.01% | 52 | 52 | — | $1.19万 | 新建仓 |
| SNPS | SYNOPSYS INC | $1.19万 | 0.01% | 30 | 27 | 900.0% | $1.07万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $1.16万 | 0.01% | 773 | 640 | 481.2% | $9,612 | 加仓 |
| ALC | ALCON AG | $1.16万 | 0.01% | 154 | 140 | 1,000.0% | $1.05万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1.14万 | 0.01% | 52 | 44 | 550.0% | $9,637 | 加仓 |
| TER | TERADYNE INC | $1.13万 | 0.01% | 38 | 38 | — | $1.13万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.12万 | 0.01% | 54 | 54 | — | $1.12万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $1.12万 | 0.01% | 750 | 750 | — | $1.12万 | 新建仓 |
| ADSK | AUTODESK INC | $1.10万 | 0.01% | 46 | 46 | — | $1.10万 | 新建仓 |
| ABNB | AIRBNB INC | $1.10万 | 0.01% | 87 | 77 | 770.0% | $9,723 | 加仓 |
| MTG | MGIC INVT CORP WIS | $1.09万 | 0.01% | 415 | 415 | — | $1.09万 | 新建仓 |
| BPOP | POPULAR INC | $1.07万 | 0.01% | 80 | 80 | — | $1.07万 | 新建仓 |
| IDXX | IDEXX LABS INC | $1.07万 | 0.01% | 19 | 19 | — | $1.07万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $1.06万 | 0.01% | 114 | 105 | 1,166.7% | $9,798 | 加仓 |
| DDOG | DATADOG INC | $1.06万 | 0.01% | 90 | 62 | 221.4% | $7,319 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $1.06万 | 0.01% | 38 | 38 | — | $1.06万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $1.05万 | 0.01% | 225 | 225 | — | $1.05万 | 新建仓 |
| VLTO | VERALTO CORP | $1.04万 | 0.01% | 118 | 105 | 807.7% | $9,284 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $1.04万 | 0.01% | 281 | 281 | — | $1.04万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1.04万 | 0.01% | 35 | 35 | — | $1.04万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.03万 | 0.01% | 34 | 34 | — | $1.03万 | 新建仓 |
| — | SEI EXCHANGE TRADED FUNDS | $1.02万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| — | SEI EXCHANGE TRADED FUNDS | $1.02万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.01万 | 0.01% | 167 | -1,100 | -86.8% | -$6.67万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $1.01万 | 0.01% | 53 | 53 | — | $1.01万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $9,963 | 0.01% | 250 | 240 | 2,400.0% | $9,564 | 加仓 |
| RGLD | ROYAL GOLD INC | $9,925 | 0.01% | 39 | 39 | — | $9,925 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $9,910 | 0.01% | 43 | 43 | — | $9,910 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $9,778 | 0.01% | 1,944 | 1,944 | — | $9,778 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $9,714 | 0.01% | 68 | 66 | 3,300.0% | $9,428 | 加仓 |
| RMD | RESMED INC | $9,653 | 0.01% | 43 | 43 | — | $9,653 | 新建仓 |
| FICO | FAIR ISAAC CORP | $9,608 | 0.00% | 9 | 8 | 800.0% | $8,540 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $9,601 | 0.00% | 34 | 34 | — | $9,601 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $9,600 | 0.00% | 402 | 402 | — | $9,600 | 新建仓 |
| IX | ORIX CORP | $9,597 | 0.00% | 320 | 320 | — | $9,597 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $9,595 | 0.00% | 29 | 29 | — | $9,595 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $9,576 | 0.00% | 99 | 99 | — | $9,576 | 新建仓 |
| BBY | BEST BUY INC | $9,566 | 0.00% | 149 | 149 | — | $9,566 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $9,526 | 0.00% | 122 | 122 | — | $9,526 | 新建仓 |