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 |
|---|---|---|---|---|---|---|---|---|
| CARG | CARGURUS INC | $580 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $578 | 0.00% | 21 | -133 | -86.4% | -$3,661 | 减仓 |
| COO | COOPER COS INC | $574 | 0.00% | 8 | -64 | -88.9% | -$4,592 | 减仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $566 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $563 | 0.00% | 5 | -25 | -83.3% | -$2,815 | 减仓 |
| HON | HONEYWELL INTL INC | $560 | 0.00% | 3 | -82 | -96.5% | -$1.53万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $553 | 0.00% | 3 | 3 | — | $553 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $551 | 0.00% | 5 | -11 | -68.8% | -$1,212 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $549 | 0.00% | 5 | -27 | -84.4% | -$2,965 | 减仓 |
| LEN | LENNAR CORP | $543 | 0.00% | 6 | -22 | -78.6% | -$1,991 | 减仓 |
| BRKR | BRUKER CORP | $542 | 0.00% | 9 | -13 | -59.1% | -$783 | 减仓 |
| MORN | MORNINGSTAR INC | $468 | 0.00% | 3 | -15 | -83.3% | -$2,340 | 减仓 |
| DUOL | DUOLINGO INC | $460 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $454 | 0.00% | 3 | -30 | -90.9% | -$4,540 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $364 | 0.00% | 6 | -26 | -81.2% | -$1,577 | 减仓 |
| FIVE | FIVE BELOW INC | $360 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $340 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $337 | 0.00% | 25 | -1 | -3.8% | -$13 | 减仓 |
| MDB | MONGODB INC | $336 | 0.00% | 1 | -31 | -96.9% | -$1.04万 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC | $314 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $311 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $304 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $296 | 0.00% | 17 | -93 | -84.5% | -$1,619 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $280 | 0.00% | 1 | -13 | -92.9% | -$3,640 | 减仓 |
| NICE | NICE LTD | $273 | 0.00% | 3 | -61 | -95.3% | -$5,551 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $268 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC | $251 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $246 | 0.00% | 32 | -2,650 | -98.8% | -$2.04万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $228 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $215 | 0.00% | 1 | -13 | -92.9% | -$2,795 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $128 | 0.00% | 2 | -7 | -77.8% | -$448 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $124 | 0.00% | 6 | -8 | -57.1% | -$165 | 减仓 |
| VYX | NCR VOYIX CORPORATION | $123 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $99 | 0.00% | 1 | -2 | -66.7% | -$198 | 减仓 |
| MRP | MILLROSE PPTYS INC | $90 | 0.00% | 3 | -24 | -88.9% | -$720 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $89 | 0.00% | 1 | -17 | -94.4% | -$1,513 | 减仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -19,425 | -100.0% | -$33.00万 | 清仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $0 | 0.00% | 0 | -22,966 | -100.0% | -$32.80万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -4,107 | -100.0% | -$28.04万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -1,600 | -100.0% | -$20.53万 | 清仓 |
| ARKG | ARK ETF TR | $0 | 0.00% | 0 | -7,168 | -100.0% | -$18.94万 | 清仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,350 | -100.0% | -$18.78万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -2,346 | -100.0% | -$18.64万 | 清仓 |
| ISCG | ISHARES TR | $0 | 0.00% | 0 | -3,300 | -100.0% | -$18.08万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$17.46万 | 清仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -3,270 | -100.0% | -$16.51万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -3,392 | -100.0% | -$16.14万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -795 | -100.0% | -$15.07万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -178 | -100.0% | -$13.75万 | 清仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $0 | 0.00% | 0 | -2,083 | -100.0% | -$12.00万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -333 | -100.0% | -$11.86万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | -1,313 | -100.0% | -$10.56万 | 清仓 |
| ARKW | ARK ETF TR | $0 | 0.00% | 0 | -875 | -100.0% | -$10.55万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,485 | -100.0% | -$10.42万 | 清仓 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -2,256 | -100.0% | -$10.12万 | 清仓 |
| IJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -2,760 | -100.0% | -$10.01万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,320 | -100.0% | -$9.61万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -5,699 | -100.0% | -$8.74万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -350 | -100.0% | -$7.00万 | 清仓 |
| DEM | WISDOMTREE TR | $0 | 0.00% | 0 | -1,396 | -100.0% | -$6.94万 | 清仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -500 | -100.0% | -$6.35万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -700 | -100.0% | -$6.31万 | 清仓 |
| BJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,180 | -100.0% | -$6.29万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -1,064 | -100.0% | -$6.25万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -2,909 | -100.0% | -$6.21万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -1,300 | -100.0% | -$6.16万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -2,170 | -100.0% | -$5.94万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -417 | -100.0% | -$5.65万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -2,592 | -100.0% | -$5.60万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -315 | -100.0% | -$5.23万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -2,600 | -100.0% | -$5.21万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,424 | -100.0% | -$4.83万 | 清仓 |
| BJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -935 | -100.0% | -$4.65万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -1,950 | -100.0% | -$4.63万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -364 | -100.0% | -$4.60万 | 清仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $0 | 0.00% | 0 | -1,450 | -100.0% | -$4.42万 | 清仓 |
| NOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -750 | -100.0% | -$4.23万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -150 | -100.0% | -$4.23万 | 清仓 |
| PJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -893 | -100.0% | -$4.10万 | 清仓 |
| PDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -870 | -100.0% | -$3.70万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -185 | -100.0% | -$3.63万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -570 | -100.0% | -$3.58万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -150 | -100.0% | -$3.51万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,730 | -100.0% | -$3.29万 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | -859 | -100.0% | -$3.27万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -156 | -100.0% | -$3.18万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -222 | -100.0% | -$3.02万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -674 | -100.0% | -$3.00万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -314 | -100.0% | -$2.90万 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC | $0 | 0.00% | 0 | -2,523 | -100.0% | -$2.89万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -1,253 | -100.0% | -$2.71万 | 清仓 |
| NJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -495 | -100.0% | -$2.64万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -105 | -100.0% | -$2.59万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -150 | -100.0% | -$2.53万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -838 | -100.0% | -$2.43万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -51 | -100.0% | -$2.41万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -282 | -100.0% | -$2.33万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -88 | -100.0% | -$2.15万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -133 | -100.0% | -$2.07万 | 清仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,600 | -100.0% | -$2.05万 | 清仓 |