13F 机构持仓

Whipplewood Advisors, LLC

LITTLETON CO · SEC CIK 0002052510

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JAAA 11.1%
NPFE 8.2%
JPLD 4.1%
MTUM 2.7%
VIG 2.7%
WESTERN ASSET 2.6%
BALT 2.3%
ARCC 2.2%
VEA 2.1%
VIGI 2.1%

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
VAC MARRIOTT VACATIONS WORLDWIDE $2,3430.00%23 00.0% — 不变
PHM PULTE GROUP INC $2,3330.00%17 -125-88.0% -$1.72万 减仓
CHE CHEMED CORP NEW $2,3290.00%5 -17-77.3% -$7,919 减仓
GL GLOBE LIFE INC $2,3230.00%13 00.0% — 不变
FNB F N B CORP $2,3090.00%121 1312.0% $248 加仓
DINO HF SINCLAIR CORP $2,2980.00%33 -52-61.2% -$3,621 减仓
SNOW SNOWFLAKE INC $2,2910.00%9 -256-96.6% -$6.52万 减仓
PRU PRUDENTIAL FINL INC $2,2670.00%21 -21-50.0% -$2,267 减仓
OTIS OTIS WORLDWIDE CORP $2,2200.00%31 -92-74.8% -$6,588 减仓
CME CME GROUP INC $2,2080.00%10 -77-88.5% -$1.70万 减仓
MTCH MATCH GROUP INC NEW $2,1690.00%57 -25-30.5% -$951 减仓
PWR QUANTA SVCS INC $2,1600.00%3 -12-80.0% -$8,640 减仓
WST WEST PHARMACEUTICAL SVSC INC $2,1540.00%6 -31-83.8% -$1.11万 减仓
KKR KKR & CO INC $2,1110.00%23 -15-39.5% -$1,377 减仓
MAA MID-AMER APT CMNTYS INC $2,0840.00%15 215.4% $278 加仓
WTM WHITE MTNS INS GROUP LTD $2,0730.00%1 -2-66.7% -$4,146 减仓
WCC WESCO INTL INC $2,0730.00%6 -6-50.0% -$2,073 减仓
KR KROGER CO $2,0550.00%37 -340-90.2% -$1.89万 减仓
CMG CHIPOTLE MEXICAN GRILL INC $2,0400.00%60 -40-40.0% -$1,360 减仓
KEX KIRBY CORP $2,0400.00%15 215.4% $272 加仓
HBAN HUNTINGTON BANCSHARES INC $2,0390.00%115 109.5% $177 加仓
LMT LOCKHEED MARTIN CORP $2,0380.00%4 -194-98.0% -$9.88万 减仓
AMG AFFILIATED MANAGERS GROUP $2,0300.00%6 00.0% — 不变
TMUS T-MOBILE US INC $2,0130.00%12 -58-82.9% -$9,730 减仓
MSGK MADISON SQUARE GRDN SPRT COR $2,0090.00%5 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $1,9490.00%9 -34-79.1% -$7,363 减仓
EOG EOG RES INC $1,9460.00%15 -14-48.3% -$1,816 减仓
H HYATT HOTELS CORP $1,9380.00%10 -20-66.7% -$3,876 减仓
USB US BANCORP $1,9330.00%32 -5,936-99.5% -$35.86万 减仓
TROW PRICE T ROWE GROUP INC $1,9330.00%17 -14-45.2% -$1,592 减仓
AGO ASSURED GUARANTY LTD $1,9240.00%24 -60-71.4% -$4,810 减仓
BURL BURLINGTON STORES INC $1,9010.00%6 -14-70.0% -$4,436 减仓
ON ON SEMICONDUCTOR CORP $1,8910.00%20 00.0% — 不变
NYT NEW YORK TIMES CO MTN BE $1,8890.00%27 -29-51.8% -$2,029 减仓
LOGI LOGITECH INTL S A $1,8810.00%20 317.6% $282 加仓
CRM SALESFORCE INC $1,8800.00%12 -96-88.9% -$1.50万 减仓
COST COSTCO WHOLESALE CORPORATION $1,8710.00%2 -104-98.1% -$9.73万 减仓
SFM SPROUTS FMRS MKT INC $1,8610.00%22 -78-78.0% -$6,598 减仓
A AGILENT TECHNOLOGIES INC $1,8600.00%14 -38-73.1% -$5,049 减仓
SCHW SCHWAB CHARLES CORP $1,8450.00%20 -209-91.3% -$1.93万 减仓
PBR PETROLEO BRASILEIRO S A $1,8420.00%114 -734-86.6% -$1.19万 减仓
USFD US FOODS HLDG CORP $1,8410.00%18 -164-90.1% -$1.68万 减仓
AMP AMERIPRISE FINL INC $1,8350.00%4 -43-91.5% -$1.97万 减仓
INTU INTUIT $1,8270.00%7 -62-89.9% -$1.62万 减仓
TEL TE CONNECTIVITY PLC $1,8140.00%9 -6-40.0% -$1,209 减仓
RF REGIONS FINANCIAL CORP NEW $1,8120.00%60 -68-53.1% -$2,054 减仓
ULTA ULTA BEAUTY INC $1,8040.00%4 -10-71.4% -$4,510 减仓
VVX V2X INC $1,7890.00%24 00.0% — 不变
CRBG COREBRIDGE FINL INC $1,7750.00%62 1019.2% $286 加仓
FOXA FOX CORP $1,7730.00%34 -55-61.8% -$2,868 减仓
DTM DT MIDSTREAM INC $1,7610.00%12 -28-70.0% -$4,109 减仓
VOD VODAFONE GROUP PLC $1,7590.00%133 -640-82.8% -$8,464 减仓
CHD CHURCH & DWIGHT CO INC $1,7440.00%18 -96-84.2% -$9,301 减仓
CCI CROWN CASTLE INC $1,7420.00%23 -56-70.9% -$4,241 减仓
VMI VALMONT INDS INC $1,7330.00%3 00.0% — 不变
VOYA VOYA FINANCIAL INC $1,7200.00%19 -32-62.7% -$2,897 减仓
FHN FIRST HORIZON CORPORATION $1,7180.00%67 -223-76.9% -$5,718 减仓
FR FIRST INDL RLTY TR INC $1,7170.00%28 521.7% $307 加仓
CHKP CHECK POINT SOFTWARE TECH LT $1,7090.00%13 -55-80.9% -$7,230 减仓
GM GENERAL MTRS CO $1,6960.00%22 -103-82.4% -$7,940 减仓
DEO DIAGEO PLC $1,6880.00%21 -40-65.6% -$3,215 减仓
STE STERIS PLC $1,6850.00%8 -24-75.0% -$5,055 减仓
CAH CARDINAL HEALTH INC $1,6630.00%7 -515-98.7% -$12.23万 减仓
DVN DEVON ENERGY CORP NEW $1,6530.00%40 -21-34.4% -$868 减仓
HLT HILTON WORLDWIDE HLDGS INC $1,6520.00%5 -29-85.3% -$9,582 减仓
WSM WILLIAMS SONOMA INC $1,6320.00%7 -999-99.3% -$23.29万 减仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $1,6310.00%82 -1,636-95.2% -$3.25万 减仓
ITW ILLINOIS TOOL WKS INC $1,6230.00%6 -45-88.2% -$1.22万 减仓
CFG CITIZENS FINL GROUP INC $1,6120.00%23 -51-68.9% -$3,574 减仓
RNR RENAISSANCERE HLDGS LTD $1,5850.00%5 -30-85.7% -$9,510 减仓
SLB SLB LIMITED $1,5810.00%34 -82-70.7% -$3,813 减仓
HUBB HUBBELL INC $1,5700.00%3 -15-83.3% -$7,850 减仓
ICLR ICON PUB LTD CO $1,5630.00%9 -48-84.2% -$8,336 减仓
WM WASTE MGMT INC DEL $1,5600.00%7 -45-86.5% -$1.00万 减仓
JLL JONES LANG LASALLE INC $1,5500.00%5 00.0% — 不变
OVV OVINTIV INC $1,5270.00%29 -38-56.7% -$2,001 减仓
VRSN VERISIGN INC $1,5090.00%6 -85-93.4% -$2.14万 减仓
AYI ACUITY INC $1,5070.00%4 -6-60.0% -$2,260 减仓
SNN SMITH & NEPHEW PLC $1,4980.00%52 -66-55.9% -$1,901 减仓
MTG MGIC INVT CORP WIS $1,4950.00%53 -362-87.2% -$1.02万 减仓
DD DUPONT DE NEMOURS INC $1,4920.00%11 -103-90.4% -$1.40万 减仓
TXN TEXAS INSTRS INC $1,4900.00%5 -80-94.1% -$2.38万 减仓
DAVE DAVE INC $1,4900.00%4 00.0% — 不变
AVY AVERY DENNISON CORP $1,4610.00%9 -20-69.0% -$3,247 减仓
BWA BORGWARNER INC $1,4610.00%22 00.0% — 不变
GPN GLOBAL PMTS INC $1,4510.00%20 -1-4.8% -$73 减仓
CSL CARLISLE COS INC $1,4510.00%4 00.0% — 不变
OZK BANK OZK LITTLE ROCK ARK $1,4060.00%27 -146-84.4% -$7,603 减仓
WRBY WARBY PARKER INC $1,3960.00%46 -13-22.0% -$395 减仓
ESI ELEMENT SOLUTIONS INC $1,3850.00%29 -230-88.8% -$1.10万 减仓
IBP INSTALLED BLDG PRODS INC $1,3790.00%6 -10-62.5% -$2,298 减仓
HLN HALEON PLC $1,3720.00%147 -429-74.5% -$4,004 减仓
PODD INSULET CORP $1,3700.00%9 -6-40.0% -$913 减仓
LFUS LITTELFUSE INC $1,3660.00%3 -10-76.9% -$4,553 减仓
BWXT BWX TECHNOLOGIES INC $1,3630.00%7 -56-88.9% -$1.09万 减仓
CRL CHARLES RIV LABS INTL INC $1,3610.00%6 -7-53.8% -$1,588 减仓
KRC KILROY REALTY CORP $1,3490.00%36 -36-50.0% -$1,349 减仓
GIII G III APPAREL GROUP LTD $1,3480.00%40 00.0% — 不变
HMC HONDA MOTOR CO LTD $1,3280.00%49 -255-83.9% -$6,911 减仓
BPOP POPULAR INC $1,3130.00%8 -72-90.0% -$1.18万 减仓