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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 117 项
建仓 1
增持 60
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
EMB
ISHARES TR
-$16.2M
11,858
-93%
减持
AAPL
APPLE INC
-$14.5M
382,435
-0%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$11.3M
184,429
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。
增持
AMZN
AMAZON COM INC
-$7.2M
129,351
+1914%
减持
ULTA
ULTA BEAUTY INC
-$6.5M
886
-95%
减持
MSFT
MICROSOFT CORP
-$5.7M
108,762
-0%
增持
GOOG
ALPHABET INC
-$4.0M
6,718
+0%
减持
PYPL
PAYPAL HLDGS INC
-$3.6M
79,037
-0%
减持
GOOGL
ALPHABET INC
-$3.5M
5,695
-0%
清仓
DGX
QUEST DIAGNOSTICS INC
-$3.5M
0
-100%
减持
NEM
NEWMONT CORP
-$3.4M
162,285
-1%
增持
SYK
STRYKER CORPORATION
+$3.3M
21,958
+465%
清仓
SLV
ISHARES SILVER TR
-$3.3M
0
-100%
增持
ITOT
ISHARES TR
-$2.8M
195,925
+3%
增持
SPG
SIMON PPTY GROUP INC NEW
-$2.8M
76,178
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.8M
40,264
+3%
增持
JPM
JPMORGAN CHASE & CO
-$2.4M
103,910
+1%
减持
INTC
INTEL CORP
-$2.3M
186,772
-1%
减持
CSCO
CISCO SYS INC
-$2.3M
173,510
-0%
减持
BKNG
BOOKING HOLDINGS INC
-$2.1M
3,480
-0%
增持
LOW
LOWES COS INC
-$1.8M
67,815
+0%
增持
ALK
ALASKA AIR GROUP INC
-$1.8M
112,818
+3%
减持
PAYX
PAYCHEX INC
-$1.6M
66,546
-1%
增持
CMCSA
COMCAST CORP NEW
-$1.5M
202,038
+0%
增持
META
META PLATFORMS INC
-$1.5M
73,614
+23%
减持
COST
COSTCO WHSL CORP NEW
-$1.5M
14,966
-0%
增持
SCHW
SCHWAB CHARLES CORP
-$1.4M
224,803
+21%
增持
WAB
WABTEC
-$1.3M
93,724
+0%
减持
—
LIBERTY MEDIA CORP DEL
-$1.3M
116,965
-2%
增持
NSC
NORFOLK SOUTHN CORP
-$1.2M
21,004
+0%
增持
CI
CIGNA CORP NEW
+$1.2M
47,112
+0%
减持
MRK
MERCK & CO INC
+$1.2M
128,234
-0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.2M
51,835
+1%
增持
V
VISA INC
-$1.1M
48,090
+1%
增持
CRM
SALESFORCE INC
-$1.1M
24,290
+1%
增持
MU
MICRON TECHNOLOGY INC
-$959.0K
44,439
+1%
增持
CNI
CANADIAN NATL RY CO
-$846.0K
39,932
+0%
清仓
VTI
VANGUARD INDEX FDS
-$775.0K
0
-100%
增持
AVGO
BROADCOM INC
-$739.0K
5,302
+1%
减持
SRE
SEMPRA
-$739.0K
37,941
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$724.0K
175,531
+1%
减持
—
MANNING & NAPIER INC
-$714.0K
29,949
-75%
增持
—
LAM RESEARCH CORP
-$620.0K
6,456
+3%
减持
IAU
ISHARES GOLD TR
-$619.0K
220,406
-1%
增持
—
ARDAGH METAL PACKAGING S A
-$613.0K
308,499
+1%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$555.0K
18,674
+24%
增持
RYAAY
RYANAIR HOLDINGS PLC
+$548.0K
63,810
+49%
增持
—
BERRY GLOBAL GROUP INC
-$538.0K
164,143
+0%
增持
—
NXP SEMICONDUCTORS N V
-$526.0K
14,622
+1%
减持
TLT
ISHARES TR
-$486.0K
12,662
-14%
增持
MMM
3M CO
+$446.0K
7,921
+104%
增持
—
BLACKROCK INC
+$426.0K
15,474
+31%
减持
PNC
PNC FINL SVCS GROUP INC
-$398.0K
14,559
-0%
减持
MUB
ISHARES TR
-$340.0K
3,484
-46%
清仓
DIS
DISNEY WALT CO
-$304.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$282.0K
103,574
+0%
清仓
T
AT&T INC
-$260.0K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$247.0K
23,191
+28%
清仓
DELL
DELL TECHNOLOGIES INC
-$242.0K
0
-100%
减持
USMV
ISHARES TR
-$236.0K
3,615
-43%
清仓
DKS
DICKS SPORTING GOODS INC
-$235.0K
0
-100%
增持
STZ
CONSTELLATION BRANDS INC
+$215.0K
69,342
+0%
清仓
BUYZ
FRANKLIN TEMPLETON ETF TR
-$208.0K
0
-100%
清仓
PSX
PHILLIPS 66
-$207.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$205.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$193.0K
2,649
+22%
增持
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$191.0K
52,500
+72%
减持
TFC
TRUIST FINL CORP
-$187.0K
16,594
-3%
减持
PFF
ISHARES TR
-$185.0K
49,196
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$185.0K
5,555
-1%
增持
PFE
PFIZER INC
+$176.0K
204,285
+0%
减持
QUAL
ISHARES TR
-$163.0K
2,066
-29%
增持
BABA
ALIBABA GROUP HLDG LTD
+$160.0K
32,524
+0%
减持
GLD
SPDR GOLD TR
-$135.0K
6,275
-5%
增持
UPS
UNITED PARCEL SERVICE INC
-$134.0K
4,278
+0%
增持
TSLA
TESLA INC
-$130.0K
619
+22%
减持
PG
PROCTER AND GAMBLE CO
-$124.0K
10,347
-2%
增持
BAC
BK OF AMERICA CORP
-$122.0K
16,209
+7%
减持
AMT
AMERICAN TOWER CORP NEW
+$120.0K
27,836
-0%
增持
IEMG
ISHARES INC
-$109.0K
17,328
+0%
增持
GM
GENERAL MTRS CO
-$99.0K
8,950
+2%
增持
IEI
ISHARES TR
-$98.0K
41,695
+0%
减持
NEAR
ISHARES U S ETF TR
-$87.0K
8,203
-17%
减持
VZ
VERIZON COMMUNICATIONS INC
-$84.0K
24,362
-6%
增持
MDLZ
MONDELEZ INTL INC
-$82.0K
136,649
+0%
减持
PREF
PRINCIPAL EXCHANGE-TRADED FD
-$74.0K
11,600
-20%
减持
NKE
NIKE INC
-$72.0K
2,220
-0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$69.0K
10,050
-3%
减持
JNJ
JOHNSON & JOHNSON
-$67.0K
12,786
-3%
增持
SPY
SPDR S&P 500 ETF TR
-$61.0K
942
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$58.0K
8,285
-1%
减持
IXUS
ISHARES TR
-$53.0K
5,209
-1%
增持
BX
BLACKSTONE INC
-$48.0K
2,691
+17%
增持
FDX
FEDEX CORP
-$48.0K
18,047
+1%
减持
MCK
MCKESSON CORP
-$45.0K
825
-20%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$43.0K
3,666
+0%
减持
ISTB
ISHARES TR
-$37.0K
4,830
-12%
减持
ELV
ELEVANCE HEALTH INC
-$32.0K
2,927
-1%
减持
—
EXXON MOBIL CORP
+$31.0K
12,189
-1%
减持
—
ALPINE 4 HOLDINGS INC
-$31.0K
42,800
-27%
增持
KO
COCA COLA CO
+$30.0K
12,094
+3%
增持
AMGN
AMGEN INC
+$29.0K
9,773
+1%
增持
—
VMWARE INC
+$25.0K
50,031
+0%
增持
O
REALTY INCOME CORP
+$24.0K
7,320
+7%
增持
ABBV
ABBVIE INC
-$21.0K
7,775
+4%
减持
IUSB
ISHARES TR
-$19.0K
6,509
-0%
增持
XLV
SELECT SECTOR SPDR TR
-$19.0K
3,199
+2%
增持
PEP
PEPSICO INC
+$15.0K
1,980
+5%
增持
XLP
SELECT SECTOR SPDR TR
-$14.0K
6,149
+2%
清仓
TNET
TRINET GROUP INC
-$14.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$13.0K
3,075
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$12.0K
2,899
+0%
减持
—
AGEAGLE AERIAL SYS INC NEW
-$10.0K
12,700
-15%
减持
IGSB
ISHARES TR
-$10.0K
8,071
-0%
增持
SUB
ISHARES TR
+$9.0K
2,350
+4%
增持
NYF
ISHARES TR
-$6.0K
18,127
+3%
增持
MINT
PIMCO ETF TR
+$4.0K
2,054
+3%
