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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 104 项
建仓 5
增持 51
减持 43
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$16.3M
571,765
-0%
清仓
PFE
PFIZER INC
-$7.4M
0
-100%
增持
MSFT
MICROSOFT CORP
+$5.9M
111,785
+0%
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
IAU
ISHARES GOLD TR
-$5.6M
16,421
-90%
增持
META
META PLATFORMS INC
+$5.2M
68,418
+0%
建仓
—
MEDTRONIC PLC
+$4.2M
47,851
增持
CI
THE CIGNA GROUP
+$4.2M
55,384
+24%
增持
AMZN
AMAZON COM INC
+$3.7M
130,211
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$3.4M
276,675
+18%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.1M
29,481
+1%
增持
GOOG
ALPHABET INC
+$2.5M
139,791
+1%
增持
AGG
ISHARES TR
+$2.4M
31,020
+379%
增持
ITOT
ISHARES TR
+$2.0M
205,885
+3%
增持
RYAAY
RYANAIR HOLDINGS PLC
+$1.9M
116,259
+0%
增持
JPM
JPMORGAN CHASE & CO
+$1.8M
107,336
+1%
减持
GOOGL
ALPHABET INC
+$1.7M
110,185
-1%
增持
NEM
NEWMONT CORP
+$1.6M
221,666
+38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
42,992
+1%
减持
STZ
CONSTELLATION BRANDS INC
+$1.5M
75,283
-0%
减持
LOW
LOWES COS INC
+$1.4M
55,802
-0%
增持
ALK
ALASKA AIR GROUP INC
+$1.4M
114,298
+2%
增持
AVGO
BROADCOM INC
+$1.3M
5,683
+1%
增持
CCJ
CAMECO CORP
+$1.2M
177,764
+5%
增持
—
VMWARE INC
+$1.0M
52,579
+1%
增持
—
BERRY GLOBAL GROUP INC
+$990.7K
168,407
+1%
减持
MRK
MERCK & CO INC
+$972.7K
116,577
-1%
增持
—
LAM RESEARCH CORP
+$885.8K
7,128
+2%
增持
V
VISA INC
+$850.3K
59,708
+1%
减持
WAB
WABTEC
+$812.3K
94,409
-0%
增持
COST
COSTCO WHSL CORP NEW
+$751.1K
15,509
+1%
增持
SYK
STRYKER CORPORATION
+$737.1K
25,766
+3%
增持
PYPL
PAYPAL HLDGS INC
-$714.6K
82,337
+1%
减持
CMCSA
COMCAST CORP NEW
+$678.5K
198,395
-1%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$603.4K
0
-100%
增持
RRC
RANGE RES CORP
+$573.6K
176,810
+1%
增持
BABA
ALIBABA GROUP HLDG LTD
-$573.4K
33,066
+1%
增持
NVDA
NVIDIA CORPORATION
+$548.9K
3,195
+11%
增持
MDLZ
MONDELEZ INTL INC
+$515.9K
142,010
+1%
增持
CRM
SALESFORCE INC
+$452.2K
33,056
+1%
增持
VWOB
VANGUARD WHITEHALL FDS
+$441.1K
208,838
+4%
增持
—
BLACKROCK INC
+$396.8K
16,159
+0%
减持
CSCO
CISCO SYS INC
-$358.4K
165,280
-3%
增持
NSC
NORFOLK SOUTHN CORP
+$355.8K
21,943
+1%
增持
TSLA
TESLA INC
+$282.4K
2,728
+31%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$274.3K
18,588
+34%
减持
—
LIBERTY MEDIA CORP DEL
+$260.9K
88,898
-6%
减持
SHY
ISHARES TR
-$246.4K
19,149
-13%
减持
TMP
TOMPKINS FINL CORP
-$241.2K
14,130
-9%
建仓
DIS
DISNEY WALT CO
+$227.1K
2,544
减持
PNC
PNC FINL SVCS GROUP INC
-$225.6K
10,691
-14%
清仓
TLT
ISHARES TR
-$224.2K
0
-100%
建仓
QUAL
ISHARES TR
+$208.7K
1,547
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$207.3K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$204.1K
597
建仓
SBUX
STARBUCKS CORP
+$203.1K
2,050
减持
ABBV
ABBVIE INC
-$192.8K
7,500
-1%
增持
MU
MICRON TECHNOLOGY INC
+$191.2K
48,095
+2%
增持
AMGN
AMGEN INC
-$184.6K
9,869
+0%
减持
SPG
SIMON PPTY GROUP INC NEW
+$183.7K
74,843
-1%
增持
DBND
DOUBLELINE ETF TRUST
+$174.1K
357,602
+2%
增持
PAYX
PAYCHEX INC
-$168.4K
68,214
+0%
增持
—
ARDAGH METAL PACKAGING S A
+$163.7K
432,607
+21%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$163.6K
49,530
-10%
减持
BKNG
BOOKING HOLDINGS INC
+$159.4K
3,381
-0%
减持
SRE
SEMPRA
-$138.4K
4,360
-15%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$131.4K
12,989
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$130.7K
9,200
-8%
增持
CNI
CANADIAN NATL RY CO
+$128.1K
40,737
+0%
减持
XLK
SELECT SECTOR SPDR TR
+$126.0K
5,559
-0%
减持
GLD
SPDR GOLD TR
-$121.3K
5,514
-9%
减持
PFF
ISHARES TR
-$115.3K
44,945
-7%
减持
GIL
GILDAN ACTIVEWEAR INC
-$87.7K
12,000
-16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$85.2K
4,098
+16%
增持
IEMG
ISHARES INC
+$83.2K
20,135
+8%
减持
SR
SPIRE INC
-$68.7K
4,500
-11%
减持
TFC
TRUIST FINL CORP
-$68.3K
14,681
-3%
减持
JNJ
JOHNSON & JOHNSON
+$67.1K
12,144
-3%
减持
INTC
INTEL CORP
-$64.5K
32,482
-8%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$63.1K
106,690
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$62.6K
4,118
-0%
增持
XLE
SELECT SECTOR SPDR TR
-$61.6K
189,896
+2%
减持
NEAR
ISHARES U S ETF TR
-$58.7K
6,990
-15%
减持
IUSB
ISHARES TR
-$57.9K
7,084
-14%
减持
ELV
ELEVANCE HEALTH INC
-$56.9K
2,927
-1%
增持
NYF
ISHARES TR
+$54.6K
17,399
+7%
减持
WM
WASTE MGMT INC DEL
-$51.8K
2,905
-15%
减持
MMM
3M CO
-$42.6K
3,251
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$38.1K
1,054
+1%
减持
QQQ
INVESCO QQQ TR
-$34.2K
1,763
-17%
增持
BAC
BANK AMERICA CORP
+$29.8K
17,868
+6%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$26.0K
13,100
-10%
增持
XLV
SELECT SECTOR SPDR TR
+$23.4K
3,319
+3%
减持
IEI
ISHARES TR
-$16.9K
3,634
-2%
清仓
—
ALPINE 4 HOLDINGS INC
-$16.5K
0
-100%
减持
TIP
ISHARES TR
-$15.3K
5,406
-0%
减持
BX
BLACKSTONE INC
+$13.2K
2,685
-0%
减持
IXUS
ISHARES TR
-$13.0K
4,852
-5%
减持
PEP
PEPSICO INC
-$12.7K
1,900
-5%
增持
XLP
SELECT SECTOR SPDR TR
+$9.3K
6,141
+3%
减持
ISTB
ISHARES TR
-$7.9K
4,350
-3%
减持
PG
PROCTER AND GAMBLE CO
+$6.9K
9,829
-2%
增持
MUB
ISHARES TR
+$6.9K
4,345
+2%
增持
—
AGEAGLE AERIAL SYS INC NEW
-$3.2K
22,700
+21%
减持
MINT
PIMCO ETF TR
-$1.9K
2,024
-1%
