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W.G. Shaheen & Associates DBA Whitney & Co 13F 持仓明细(2026-03-31) · 小隐寺数据中心
W.G. Shaheen & Associates DBA Whitney & Co
报告期 2026-03-31 · CIK 0001577001
持仓数
175
前50大市值合计
$1.04B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 119 项
建仓 10
增持 43
减持 60
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$14.5M
387,455
+1%
减持
MSFT
MICROSOFT CORP
+$5.7M
108,417
-1%
建仓
—
VMWARE INC
+$5.7M
49,220
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
DELL
DELL TECHNOLOGIES INC
-$5.3M
107,720
-1%
增持
PYPL
PAYPAL HLDGS INC
-$4.6M
67,488
+1%
建仓
V
VISA INC
+$4.4M
20,349
建仓
FDX
FEDEX CORP
+$4.2M
16,186
清仓
PNW
PINNACLE WEST CAP CORP
-$4.1M
0
-100%
减持
LOW
LOWES COS INC
+$3.6M
67,428
-1%
增持
PFE
PFIZER INC
+$3.3M
201,848
+0%
减持
STZ
CONSTELLATION BRANDS INC
+$2.7M
68,287
-0%
减持
IAU
ISHARES GOLD TR
-$2.6M
214,374
-29%
减持
BABA
ALIBABA GROUP HLDG LTD
-$2.6M
29,113
-29%
减持
SPG
SIMON PPTY GROUP INC NEW
+$2.3M
83,394
-1%
增持
ITOT
ISHARES TR
+$2.2M
189,823
+3%
增持
—
BERRY GLOBAL GROUP INC
+$2.1M
162,513
+0%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
18,010
+0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.0M
50,135
+1%
减持
SCHW
SCHWAB CHARLES CORP
+$2.0M
183,895
-0%
增持
CI
CIGNA CORP NEW
+$1.7M
45,654
+3%
减持
PAYX
PAYCHEX INC
+$1.6M
71,576
-1%
减持
—
ARDAGH METAL PACKAGING S A
-$1.6M
299,031
-30%
减持
CSCO
CISCO SYS INC
+$1.6M
181,204
-1%
增持
NEM
NEWMONT CORP
+$1.3M
167,165
+0%
减持
NSC
NORFOLK SOUTHN CORP
+$1.2M
20,651
-1%
增持
MDLZ
MONDELEZ INTL INC
+$1.1M
135,304
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
38,562
+1%
增持
CHTR
CHARTER COMMUNICATIONS INC N
-$1.1M
14,959
+0%
增持
CMCSA
COMCAST CORP NEW
-$1.1M
200,090
+0%
减持
GOOG
ALPHABET INC
+$1.1M
6,634
-3%
减持
GOOGL
ALPHABET INC
+$1.0M
5,767
-2%
增持
MU
MICRON TECHNOLOGY INC
+$1.0M
43,350
+2%
增持
—
LAM RESEARCH CORP
+$985.0K
6,017
+2%
增持
AVGO
BROADCOM INC
+$927.0K
5,066
+1%
增持
ULTA
ULTA BEAUTY INC
+$907.0K
17,274
+0%
增持
—
BLACKROCK INC
+$898.0K
11,548
+0%
减持
ALK
ALASKA AIR GROUP INC
-$729.0K
107,250
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$726.0K
27,516
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$718.0K
203,609
+0%
减持
DGX
QUEST DIAGNOSTICS INC
+$680.0K
25,519
-1%
增持
WAB
WABTEC
+$649.0K
99,758
+1%
减持
INTC
INTEL CORP
-$633.0K
191,315
-3%
减持
JPM
JPMORGAN CHASE & CO
-$591.0K
102,378
-0%
增持
—
NXP SEMICONDUCTORS N V
+$513.0K
14,042
+2%
增持
GLD
SPDR GOLD TR
+$478.0K
7,079
+59%
增持
AMZN
AMAZON COM INC
+$409.0K
5,093
+1%
增持
EMB
ISHARES TR
+$402.0K
78,956
+6%
减持
AMGN
AMGEN INC
-$402.0K
35,205
-10%
减持
—
LIBERTY MEDIA CORP DEL
+$384.0K
117,939
-1%
清仓
IEFA
ISHARES TR
-$330.0K
0
-100%
增持
CNI
CANADIAN NATL RY CO
+$296.0K
39,251
+0%
清仓
BDX
BECTON DICKINSON & CO
-$282.0K
0
-100%
建仓
SUB
ISHARES TR
+$275.0K
2,565
增持
—
MANNING & NAPIER INC
+$273.0K
117,665
+52%
建仓
NVDA
NVIDIA CORPORATION
+$273.0K
929
增持
XLK
SELECT SECTOR SPDR TR
+$266.0K
7,704
+7%
增持
CRM
SALESFORCE COM INC
-$259.0K
22,763
+2%
增持
MUB
ISHARES TR
+$258.0K
5,452
+68%
增持
MRK
MERCK & CO INC
+$255.0K
127,903
+1%
清仓
ROKU
ROKU INC
-$251.0K
0
-100%
减持
ELV
ANTHEM INC
+$250.0K
2,967
-2%
建仓
KWEB
KRANESHARES TR
+$240.0K
6,576
清仓
MTB
M & T BK CORP
-$231.0K
0
-100%
增持
ABBV
ABBVIE INC
+$216.0K
7,550
+1%
建仓
FBIN
FORTUNE BRANDS HOME & SEC IN
+$214.0K
2,000
建仓
DLR
DIGITAL RLTY TR INC
+$212.0K
1,201
建仓
SHW
SHERWIN WILLIAMS CO
+$211.0K
600
清仓
SHOP
SHOPIFY INC
-$202.0K
0
-100%
减持
SRE
SEMPRA
+$200.0K
37,624
-0%
增持
TIP
ISHARES TR
+$190.0K
64,668
+1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$190.0K
17,755
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$182.0K
28,062
-8%
减持
PFF
ISHARES TR
-$151.0K
118,939
-5%
增持
META
META PLATFORMS INC
-$144.0K
58,701
+0%
增持
IEMG
ISHARES INC
+$140.0K
15,733
+21%
增持
TSLA
TESLA INC
+$140.0K
455
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$124.0K
1,939
+28%
减持
IWD
ISHARES TR
-$120.0K
5,036
-18%
减持
TMP
TOMPKINS FINL CORP
-$107.0K
17,260
-10%
减持
JNJ
JOHNSON & JOHNSON
+$105.0K
13,392
-1%
减持
BUYZ
FRANKLIN TEMPLETON ETF TR
-$95.0K
6,565
-11%
建仓
—
ALPINE 4 HOLDINGS INC
+$95.0K
49,630
减持
AEP
AMERICAN ELEC PWR CO INC
+$81.0K
10,650
-0%
增持
O
REALTY INCOME CORP
+$77.0K
5,990
+11%
减持
KO
COCA COLA CO
+$74.0K
11,794
-1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$72.0K
2,000
-12%
减持
BKNG
BOOKING HOLDINGS INC
+$71.0K
3,179
-0%
减持
PG
PROCTER AND GAMBLE CO
+$67.0K
10,943
-11%
减持
CVX
CHEVRON CORP NEW
+$64.0K
4,202
-1%
减持
AGG
ISHARES TR
-$58.0K
3,175
-13%
减持
GIL
GILDAN ACTIVEWEAR INC
-$55.0K
17,020
-20%
增持
NYF
ISHARES TR
+$54.0K
14,097
+7%
减持
SYY
SYSCO CORP
-$54.0K
7,225
-9%
减持
MCD
MCDONALDS CORP
+$44.0K
3,202
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$44.0K
1,000
-0%
减持
T
AT&T INC
-$38.0K
12,854
-2%
增持
—
EXXON MOBIL CORP
+$34.0K
12,507
+1%
减持
BAX
BAXTER INTL INC
-$32.0K
3,000
-17%
减持
MCK
MCKESSON CORP
+$31.0K
1,025
-9%
增持
BX
BLACKSTONE INC
+$31.0K
2,196
+1%
减持
SLV
ISHARES SILVER TR
-$29.0K
149,160
-5%
减持
NTR
NUTRIEN LTD
+$28.0K
65,615
-13%
减持
IGSB
ISHARES TR
-$27.0K
10,072
-3%
减持
IUSB
ISHARES TR
-$27.0K
7,771
-5%
减持
TFC
TRUIST FINL CORP
-$25.0K
16,962
-2%
增持
DIS
DISNEY WALT CO
-$22.0K
2,175
+2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$22.0K
103,829
+0%
减持
IXUS
ISHARES TR
-$20.0K
5,253
-5%
减持
PNC
PNC FINL SVCS GROUP INC
+$17.0K
15,611
-2%
减持
—
TELLURIAN INC NEW
-$12.0K
10,000
-9%
减持
XLF
SELECT SECTOR SPDR TR
+$11.0K
8,335
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$10.0K
3,948
+2%
减持
SYK
STRYKER CORPORATION
-$9.0K
3,888
-2%
减持
BAC
BK OF AMERICA CORP
+$8.0K
15,434
-3%
减持
QUAL
ISHARES TR
+$7.0K
2,922
-8%
减持
NEAR
ISHARES U S ETF TR
-$7.0K
13,300
-1%
减持
TLT
ISHARES TR
+$4.0K
1,450
-1%
减持
USMV
ISHARES TR
-$2.0K
7,037
-9%
减持
SBUX
STARBUCKS CORP
+$2.0K
1,950
-5%
