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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 105 项
建仓 4
增持 67
减持 29
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$45.4M
573,819
+52%
增持
DBND
DOUBLELINE ETF TRUST
+$10.7M
349,902
+182%
增持
SCHW
SCHWAB CHARLES CORP
-$6.6M
234,935
+3%
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
META
META PLATFORMS INC
+$6.0M
68,101
-3%
增持
MSFT
MICROSOFT CORP
+$5.9M
111,608
+2%
建仓
RRC
RANGE RES CORP
+$4.6M
174,712
建仓
CCJ
CAMECO CORP
+$4.4M
168,635
增持
CRM
SALESFORCE INC
+$3.4M
32,692
+39%
清仓
FDX
FEDEX CORP
-$3.2M
0
-100%
增持
CI
THE CIGNA GROUP
-$3.0M
44,502
+2%
增持
AMZN
AMAZON COM INC
+$2.7M
128,924
+2%
增持
RYAAY
RYANAIR HOLDINGS PLC
+$2.5M
116,193
+2%
清仓
—
NXP SEMICONDUCTORS N V
-$2.4M
0
-100%
增持
GOOG
ALPHABET INC
+$2.4M
138,621
+2%
增持
BKNG
BOOKING HOLDINGS INC
+$2.3M
3,382
+2%
减持
PFE
PFIZER INC
-$2.2M
181,699
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.0M
54,802
+4%
增持
ITOT
ISHARES TR
+$1.9M
200,458
+4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.8M
29,273
+4%
增持
GOOGL
ALPHABET INC
+$1.7M
110,985
+0%
减持
MRK
MERCK & CO INC
-$1.7M
117,296
-8%
增持
V
VISA INC
+$1.4M
59,120
+3%
减持
—
LIBERTY MEDIA CORP DEL
-$1.3M
94,549
-7%
增持
SYK
STRYKER CORPORATION
+$1.3M
24,955
+5%
增持
STZ
CONSTELLATION BRANDS INC
+$853.3K
75,429
+8%
增持
—
LAM RESEARCH CORP
+$833.9K
6,973
+2%
增持
VWOB
VANGUARD WHITEHALL FDS
+$745.2K
201,625
+4%
清仓
NEOG
NEOGEN CORP
-$737.6K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$719.2K
15,293
+1%
减持
CSCO
CISCO SYS INC
+$718.5K
170,444
-1%
增持
NSC
NORFOLK SOUTHN CORP
-$622.2K
21,793
+2%
增持
PYPL
PAYPAL HLDGS INC
+$616.5K
81,761
+4%
增持
MDLZ
MONDELEZ INTL INC
+$610.1K
141,168
+2%
增持
CMCSA
COMCAST CORP NEW
+$606.2K
199,546
+0%
增持
AVGO
BROADCOM INC
+$589.9K
5,639
+4%
增持
MU
MICRON TECHNOLOGY INC
+$545.8K
47,134
+3%
减持
PNC
PNC FINL SVCS GROUP INC
-$523.6K
12,369
-7%
增持
IAU
ISHARES GOLD TR
+$514.8K
165,420
+1%
减持
SHY
ISHARES TR
-$507.3K
21,896
-23%
增持
BABA
ALIBABA GROUP HLDG LTD
+$477.7K
32,584
+1%
减持
SPG
SIMON PPTY GROUP INC NEW
-$468.8K
75,548
-1%
增持
NEM
NEWMONT CORP
+$417.2K
160,603
+2%
增持
NVDA
NVIDIA CORPORATION
+$391.4K
2,890
+3%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$362.3K
12,976
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$339.8K
42,476
+3%
增持
XLE
SELECT SECTOR SPDR TR
-$323.1K
186,834
+3%
增持
—
BLACKROCK INC
-$311.4K
16,098
+3%
减持
JNJ
JOHNSON & JOHNSON
-$278.7K
12,535
-0%
增持
—
VMWARE INC
+$270.5K
52,138
+3%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$263.6K
13,840
+33%
减持
TMP
TOMPKINS FINL CORP
-$238.6K
15,530
-5%
建仓
BX
BLACKSTONE INC
+$236.4K
2,691
增持
WAB
WABTEC
+$215.7K
94,415
+1%
清仓
ICSH
ISHARES TR
-$213.0K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$206.1K
721
清仓
CUZ
COUSINS PPTYS INC
-$202.3K
0
-100%
增持
TSLA
TESLA INC
+$195.1K
2,081
+8%
增持
—
ARDAGH METAL PACKAGING S A
+$192.2K
358,561
+36%
增持
AMGN
AMGEN INC
-$182.8K
9,828
+1%
增持
JPM
JPMORGAN CHASE & CO
-$180.4K
106,131
+2%
减持
TFC
TRUIST FINL CORP
-$169.6K
15,069
-5%
减持
ORCL
ORACLE CORP
+$158.5K
14,504
-0%
增持
MUB
ISHARES TR
+$156.9K
4,240
+49%
增持
QQQ
INVESCO QQQ TR
+$154.0K
2,136
+7%
减持
INTC
INTEL CORP
+$153.8K
35,221
-7%
增持
XLK
SELECT SECTOR SPDR TR
+$148.8K
5,566
+0%
增持
ELV
ELEVANCE HEALTH INC
-$144.1K
2,952
+1%
增持
AMT
AMERICAN TOWER CORP NEW
-$135.9K
28,637
+1%
增持
PAYX
PAYCHEX INC
+$134.8K
68,064
+3%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$127.3K
106,078
+2%
减持
IUSB
ISHARES TR
-$119.9K
8,234
-26%
减持
AGG
ISHARES TR
-$105.2K
6,476
-16%
增持
IEMG
ISHARES INC
+$80.7K
18,636
+5%
减持
UPS
UNITED PARCEL SERVICE INC
+$72.7K
4,128
-1%
减持
GLD
SPDR GOLD TR
+$68.3K
6,027
-1%
增持
LOW
LOWES COS INC
+$66.7K
56,051
+0%
减持
—
EXXON MOBIL CORP
-$62.4K
11,619
-4%
减持
SRE
SEMPRA
-$58.2K
5,114
-5%
增持
—
BERRY GLOBAL GROUP INC
-$54.9K
167,142
+2%
增持
MMM
3M CO
-$51.8K
3,501
+0%
减持
MCK
MCKESSON CORP
-$50.8K
699
-13%
增持
BAC
BANK AMERICA CORP
-$50.7K
16,882
+5%
减持
PG
PROCTER AND GAMBLE CO
-$47.6K
9,984
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$46.6K
3,533
-2%
增持
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$46.5K
49,000
+7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$39.4K
15,516
-5%
减持
GIL
GILDAN ACTIVEWEAR INC
+$39.0K
14,300
-10%
增持
ALK
ALASKA AIR GROUP INC
-$38.8K
112,287
+1%
减持
IEI
ISHARES TR
-$37.5K
3,704
-10%
减持
PFF
ISHARES TR
+$31.0K
48,220
-0%
增持
KO
COCA COLA CO
+$30.0K
13,194
+6%
增持
GM
GENERAL MTRS CO
+$28.2K
7,050
+3%
增持
CNI
CANADIAN NATL RY CO
+$28.0K
40,722
+1%
增持
VTI
VANGUARD INDEX FDS
+$24.5K
1,825
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$22.5K
5,972
+5%
增持
NYF
ISHARES TR
+$20.2K
16,297
+0%
增持
PSX
PHILLIPS 66
+$13.4K
2,596
+8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$6.8K
2,991
+1%
增持
ABBV
ABBVIE INC
-$6.4K
7,550
+1%
减持
NKE
NIKE INC
+$4.8K
2,046
-3%
减持
TLT
ISHARES TR
-$3.2K
2,108
-8%
增持
—
AGEAGLE AERIAL SYS INC NEW
+$2.2K
18,700
+6%
减持
SUB
ISHARES TR
-$2.0K
2,717
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$468
3,222
+5%
增持
—
ALPINE 4 HOLDINGS INC
+$139
32,325
+5%
