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 |
|---|---|---|---|---|---|---|---|---|
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -373 | -100.0% | -$2.02万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -126 | -100.0% | -$1.98万 | 清仓 |
| BJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -398 | -100.0% | -$1.84万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -40 | -100.0% | -$1.70万 | 清仓 |
| NGG | NATIONAL GRID PLC | $0 | 0.00% | 0 | -194 | -100.0% | -$1.64万 | 清仓 |
| TS | TENARIS S A | $0 | 0.00% | 0 | -256 | -100.0% | -$1.49万 | 清仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -300 | -100.0% | -$1.48万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -566 | -100.0% | -$1.46万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -1,574 | -100.0% | -$1.44万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -150 | -100.0% | -$1.37万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1.33万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -73 | -100.0% | -$1.33万 | 清仓 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -375 | -100.0% | -$1.29万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -142 | -100.0% | -$1.27万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -46 | -100.0% | -$1.27万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -393 | -100.0% | -$1.26万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -62 | -100.0% | -$1.25万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -150 | -100.0% | -$1.24万 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -106 | -100.0% | -$1.24万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -66 | -100.0% | -$1.23万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -75 | -100.0% | -$1.23万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -52 | -100.0% | -$1.14万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -38 | -100.0% | -$1.13万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -46 | -100.0% | -$1.10万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -281 | -100.0% | -$1.04万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -167 | -100.0% | -$1.01万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -43 | -100.0% | -$9,910 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -34 | -100.0% | -$9,601 | 清仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $0 | 0.00% | 0 | -402 | -100.0% | -$9,600 | 清仓 |
| IX | ORIX CORP | $0 | 0.00% | 0 | -320 | -100.0% | -$9,597 | 清仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -122 | -100.0% | -$9,526 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -55 | -100.0% | -$9,463 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -34 | -100.0% | -$9,070 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -61 | -100.0% | -$8,919 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$8,897 | 清仓 |
| PAUG | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -206 | -100.0% | -$8,800 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -43 | -100.0% | -$8,524 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -72 | -100.0% | -$8,511 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -147 | -100.0% | -$8,497 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -15 | -100.0% | -$8,450 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -86 | -100.0% | -$8,137 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -8 | -100.0% | -$7,842 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -81 | -100.0% | -$7,775 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -1,190 | -100.0% | -$7,592 | 清仓 |
| ITUB | ITAU UNIBANCO HLDG SA | $0 | 0.00% | 0 | -869 | -100.0% | -$7,282 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -167 | -100.0% | -$7,163 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -34 | -100.0% | -$7,050 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -107 | -100.0% | -$6,977 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -31 | -100.0% | -$6,645 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -1 | -100.0% | -$6,590 | 清仓 |
| DB | DEUTSCHE BK AG | $0 | 0.00% | 0 | -221 | -100.0% | -$6,581 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -11 | -100.0% | -$6,523 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -18 | -100.0% | -$6,460 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -75 | -100.0% | -$6,227 | 清仓 |
| LMAT | LEMAITRE VASCULAR INC | $0 | 0.00% | 0 | -57 | -100.0% | -$6,223 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -17 | -100.0% | -$6,099 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -21 | -100.0% | -$6,027 | 清仓 |
| KIM | KIMCO REALTY CORP | $0 | 0.00% | 0 | -260 | -100.0% | -$5,842 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -81 | -100.0% | -$5,728 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -91 | -100.0% | -$5,715 | 清仓 |
| CIB | Grupo Cibest SA | $0 | 0.00% | 0 | -77 | -100.0% | -$5,606 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -28 | -100.0% | -$5,573 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -123 | -100.0% | -$5,563 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -59 | -100.0% | -$5,553 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -299 | -100.0% | -$5,484 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -108 | -100.0% | -$5,294 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -18 | -100.0% | -$5,238 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -111 | -100.0% | -$5,179 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -102 | -100.0% | -$5,145 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -66 | -100.0% | -$5,120 | 清仓 |
| SXI | STANDEX INTL CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$5,097 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -82 | -100.0% | -$5,031 | 清仓 |
| CRAI | CRA INTL INC | $0 | 0.00% | 0 | -31 | -100.0% | -$5,018 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -17 | -100.0% | -$4,977 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$4,957 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -18 | -100.0% | -$4,901 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -74 | -100.0% | -$4,829 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -14 | -100.0% | -$4,816 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -41 | -100.0% | -$4,807 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -22 | -100.0% | -$4,792 | 清仓 |
| AGM | FEDERAL AGRIC MTG CORP | $0 | 0.00% | 0 | -32 | -100.0% | -$4,747 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -103 | -100.0% | -$4,513 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -29 | -100.0% | -$4,494 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -31 | -100.0% | -$4,483 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | -26 | -100.0% | -$4,475 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO | $0 | 0.00% | 0 | -64 | -100.0% | -$4,428 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -33 | -100.0% | -$4,393 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -44 | -100.0% | -$4,374 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -348 | -100.0% | -$4,353 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -129 | -100.0% | -$4,345 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -33 | -100.0% | -$4,285 | 清仓 |
| NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | -36 | -100.0% | -$4,258 | 清仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $0 | 0.00% | 0 | -108 | -100.0% | -$4,254 | 清仓 |
| KLIC | KULICKE & SOFFA INDS INC | $0 | 0.00% | 0 | -64 | -100.0% | -$4,206 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$4,087 | 清仓 |
| HOMB | HOME BANCSHARES INC | $0 | 0.00% | 0 | -149 | -100.0% | -$4,013 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -31 | -100.0% | -$3,959 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -11 | -100.0% | -$3,937 | 清仓 |
| CTRE | CARETRUST REIT INC | $0 | 0.00% | 0 | -106 | -100.0% | -$3,885 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$3,774 | 清仓 |