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 |
|---|---|---|---|---|---|---|---|---|
| UAL | UNITED AIRLS HLDGS INC | $9,483 | 0.00% | 103 | 103 | — | $9,483 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $9,481 | 0.00% | 123 | 123 | — | $9,481 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $9,463 | 0.00% | 55 | 39 | 243.8% | $6,710 | 加仓 |
| AON | AON PLC | $9,361 | 0.00% | 29 | 29 | — | $9,361 | 新建仓 |
| PCAR | PACCAR INC | $9,356 | 0.00% | 81 | 81 | — | $9,356 | 新建仓 |
| GM | GENERAL MTRS CO | $9,313 | 0.00% | 125 | 96 | 331.0% | $7,152 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $9,311 | 0.00% | 94 | 82 | 683.3% | $8,122 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $9,274 | 0.00% | 37 | 37 | — | $9,274 | 新建仓 |
| CI | THE CIGNA GROUP | $9,070 | 0.00% | 34 | 30 | 750.0% | $8,003 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $8,953 | 0.00% | 159 | 155 | 3,875.0% | $8,728 | 加仓 |
| DTE | DTE ENERGY CO | $8,919 | 0.00% | 61 | 61 | — | $8,919 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $8,897 | 0.00% | 75 | 75 | — | $8,897 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $8,842 | 0.00% | 259 | 259 | — | $8,842 | 新建仓 |
| HUBB | HUBBELL INC | $8,833 | 0.00% | 18 | 17 | 1,700.0% | $8,342 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $8,800 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $8,749 | 0.00% | 132 | 132 | — | $8,749 | 新建仓 |
| PGR | PROGRESSIVE CORP | $8,524 | 0.00% | 43 | 43 | — | $8,524 | 新建仓 |
| ZTS | ZOETIS INC | $8,511 | 0.00% | 72 | 65 | 928.6% | $7,684 | 加仓 |
| CINF | CINCINNATI FINL CORP | $8,497 | 0.00% | 54 | 48 | 800.0% | $7,553 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $8,497 | 0.00% | 147 | 147 | — | $8,497 | 新建仓 |
| DE | DEERE & CO | $8,450 | 0.00% | 15 | 15 | — | $8,450 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $8,402 | 0.00% | 43 | 36 | 514.3% | $7,034 | 加仓 |
| CHE | CHEMED CORP NEW | $8,310 | 0.00% | 22 | 22 | — | $8,310 | 新建仓 |
| PWR | QUANTA SVCS INC | $8,235 | 0.00% | 15 | 15 | — | $8,235 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $8,234 | 0.00% | 42 | 42 | — | $8,234 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $8,137 | 0.00% | 45 | 45 | — | $8,137 | 新建仓 |
| ROKU | ROKU INC | $8,137 | 0.00% | 86 | 86 | — | $8,137 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $8,111 | 0.00% | 47 | 45 | 2,250.0% | $7,766 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $7,939 | 0.00% | 173 | 173 | — | $7,939 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $7,931 | 0.00% | 34 | 34 | — | $7,931 | 新建仓 |
| EQIX | EQUINIX INC | $7,842 | 0.00% | 8 | 8 | — | $7,842 | 新建仓 |
| MDB | MONGODB INC | $7,833 | 0.00% | 32 | 32 | — | $7,833 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $7,775 | 0.00% | 81 | 81 | — | $7,775 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $7,713 | 0.00% | 100 | 100 | — | $7,713 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $7,592 | 0.00% | 1,190 | -400 | -25.2% | -$2,552 | 减仓 |
| R | RYDER SYS INC | $7,574 | 0.00% | 37 | 37 | — | $7,574 | 新建仓 |
| UNM | UNUM GROUP | $7,522 | 0.00% | 103 | 103 | — | $7,522 | 新建仓 |
| PFE | PFIZER INC | $7,469 | 0.00% | 266 | -3,062 | -92.0% | -$8.60万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $7,431 | 0.00% | 21 | 21 | — | $7,431 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $7,390 | 0.00% | 304 | 304 | — | $7,390 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $7,318 | 0.00% | 14 | 12 | 600.0% | $6,273 | 加仓 |
| GPC | GENUINE PARTS CO | $7,297 | 0.00% | 69 | 69 | — | $7,297 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG SA | $7,282 | 0.00% | 869 | 869 | — | $7,282 | 新建仓 |
| TXT | TEXTRON INC | $7,267 | 0.00% | 83 | 83 | — | $7,267 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $7,242 | 0.00% | 65 | 65 | — | $7,242 | 新建仓 |
| EVR | EVERCORE INC | $7,164 | 0.00% | 24 | 24 | — | $7,164 | 新建仓 |
| EXEL | EXELIXIS INC | $7,163 | 0.00% | 167 | 167 | — | $7,163 | 新建仓 |
| IQV | IQVIA HLDGS INC | $7,163 | 0.00% | 42 | 42 | — | $7,163 | 新建仓 |
| STE | STERIS PLC | $7,076 | 0.00% | 32 | 32 | — | $7,076 | 新建仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $7,073 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $7,057 | 0.00% | 64 | 64 | — | $7,057 | 新建仓 |
| ALL | ALLSTATE CORP | $7,050 | 0.00% | 34 | 34 | — | $7,050 | 新建仓 |
| SO | SOUTHERN CO | $7,046 | 0.00% | 73 | 73 | — | $7,046 | 新建仓 |
| BRO | BROWN & BROWN INC | $6,977 | 0.00% | 107 | 7 | 7.0% | $456 | 加仓 |
| ABVX | ABIVAX SA | $6,904 | 0.00% | 62 | 62 | — | $6,904 | 新建仓 |
| AGO | ASSURED GUARANTY LTD | $6,844 | 0.00% | 84 | 84 | — | $6,844 | 新建仓 |
| AME | AMETEK INC | $6,645 | 0.00% | 31 | 31 | — | $6,645 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $6,600 | 0.00% | 290 | 290 | — | $6,600 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $6,591 | 0.00% | 3 | 3 | — | $6,591 | 新建仓 |
| NVR | NVR INC | $6,590 | 0.00% | 1 | 1 | — | $6,590 | 新建仓 |
| DB | DEUTSCHE BK AG | $6,581 | 0.00% | 221 | 221 | — | $6,581 | 新建仓 |
| NTAP | NETAPP INC | $6,553 | 0.00% | 64 | 64 | — | $6,553 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $6,523 | 0.00% | 11 | 11 | — | $6,523 | 新建仓 |
| BURL | BURLINGTON STORES INC | $6,508 | 0.00% | 20 | 20 | — | $6,508 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $6,461 | 0.00% | 56 | 56 | — | $6,461 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $6,460 | 0.00% | 18 | 18 | — | $6,460 | 新建仓 |
| CCI | CROWN CASTLE INC | $6,423 | 0.00% | 79 | 77 | 3,850.0% | $6,260 | 加仓 |
| NKE | NIKE INC | $6,391 | 0.00% | 121 | 109 | 908.3% | $5,757 | 加仓 |
| ICLR | ICON PLC | $6,308 | 0.00% | 57 | 57 | — | $6,308 | 新建仓 |
| CROX | CROCS INC | $6,227 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC | $6,223 | 0.00% | 57 | 57 | — | $6,223 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $6,099 | 0.00% | 17 | 17 | — | $6,099 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $6,071 | 0.00% | 75 | 63 | 525.0% | $5,100 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $6,027 | 0.00% | 21 | 20 | 2,000.0% | $5,740 | 加仓 |
| SLB | SLB LIMITED | $5,961 | 0.00% | 116 | 116 | — | $5,961 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $5,928 | 0.00% | 45 | 45 | — | $5,928 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $5,927 | 0.00% | 52 | 44 | 550.0% | $5,015 | 加仓 |
| ETSY | ETSY INC | $5,848 | 0.00% | 117 | 108 | 1,200.0% | $5,398 | 加仓 |
| KIM | KIMCO REALTY CORP | $5,842 | 0.00% | 260 | 260 | — | $5,842 | 新建仓 |
| B | BARRICK MNG CORP | $5,833 | 0.00% | 143 | 143 | — | $5,833 | 新建仓 |
| SNA | SNAP ON INC | $5,812 | 0.00% | 16 | 16 | — | $5,812 | 新建仓 |
| HLN | HALEON PLC | $5,766 | 0.00% | 576 | 576 | — | $5,766 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $5,743 | 0.00% | 17 | 17 | — | $5,743 | 新建仓 |
| G | GENPACT LIMITED | $5,737 | 0.00% | 154 | 154 | — | $5,737 | 新建仓 |
| MET | METLIFE INC | $5,728 | 0.00% | 81 | 81 | — | $5,728 | 新建仓 |
| DXCM | DEXCOM INC | $5,715 | 0.00% | 91 | 83 | 1,037.5% | $5,213 | 加仓 |
| DG | DOLLAR GEN CORP | $5,699 | 0.00% | 48 | 44 | 1,100.0% | $5,224 | 加仓 |
| LSTR | LANDSTAR SYS INC | $5,611 | 0.00% | 35 | 35 | — | $5,611 | 新建仓 |
| CIB | Grupo Cibest SA | $5,606 | 0.00% | 77 | 77 | — | $5,606 | 新建仓 |
| MTB | M & T BK CORP | $5,581 | 0.00% | 27 | 27 | — | $5,581 | 新建仓 |
| BA | BOEING CO | $5,573 | 0.00% | 28 | 28 | — | $5,573 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $5,563 | 0.00% | 123 | 123 | — | $5,563 | 新建仓 |
| INCY | INCYTE CORP | $5,553 | 0.00% | 59 | 59 | — | $5,553 | 新建仓 |
| PINS | PINTEREST INC | $5,484 | 0.00% | 299 | 299 | — | $5,484 | 新建仓 |
| DTM | DT MIDSTREAM INC | $5,387 | 0.00% | 40 | 40 | — | $5,387 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $5,325 | 0.00% | 46 | 38 | 475.0% | $4,399 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $5,319 | 0.00% | 14 | 11 | 366.7% | $4,179 | 加仓 |
| DINO | HF SINCLAIR CORP | $5,303 | 0.00% | 85 | 85 | — | $5,303 | 新建仓 |
| EXC | EXELON CORP | $5,294 | 0.00% | 108 | 108 | — | $5,294 | 新建仓 |
| PPL | PPL CORP | $5,272 | 0.00% | 138 | 138 | — | $5,272 | 新建仓 |