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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 105 项
建仓 5
增持 50
减持 45
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$13.2M
570,466
-0%
减持
CMCSA
COMCAST CORP NEW
-$7.9M
8,205
-96%
减持
CSCO
CISCO SYS INC
-$7.6M
17,638
-89%
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。
建仓
KVUE
KENVUE INC
+$7.3M
362,016
增持
NKE
NIKE INC
+$6.6M
71,052
+3373%
减持
SPG
SIMON PPTY GROUP INC NEW
-$6.1M
23,796
-68%
减持
—
BERRY GLOBAL GROUP INC
-$4.4M
104,073
-38%
清仓
—
LIBERTY MEDIA CORP DEL
-$2.9M
0
-100%
增持
MSFT
MICROSOFT CORP
-$2.8M
111,833
+0%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.5M
28,528
建仓
—
LIBERTY MEDIA CORP DEL
+$2.2M
86,190
增持
NVDA
NVIDIA CORPORATION
+$2.2M
8,135
+155%
增持
RTX
RTX CORPORATION
-$2.0M
117,416
+10%
增持
XLE
SELECT SECTOR SPDR TR
+$2.0M
192,251
+1%
增持
ALK
ALASKA AIR GROUP INC
-$1.8M
114,336
+0%
增持
GOOG
ALPHABET INC
+$1.6M
140,725
+1%
减持
MRK
MERCK & CO INC
-$1.6M
115,043
-1%
增持
CCJ
CAMECO CORP
+$1.6M
181,022
+2%
增持
RYAAY
RYANAIR HOLDINGS PLC
-$1.5M
116,800
+0%
增持
NEM
NEWMONT CORP
-$1.3M
221,854
+0%
增持
—
VMWARE INC
+$1.3M
52,940
+1%
减持
BKNG
BOOKING HOLDINGS INC
+$1.2M
3,356
-1%
减持
GOOGL
ALPHABET INC
+$1.2M
109,648
-0%
减持
LOW
LOWES COS INC
-$1.1M
55,360
-1%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$980.2K
13,078
+1%
增持
META
META PLATFORMS INC
+$927.1K
68,491
+0%
增持
AGG
ISHARES TR
+$909.2K
41,977
+35%
减持
AMT
AMERICAN TOWER CORP NEW
-$887.7K
28,375
-1%
增持
ADBE
ADOBE INC
+$800.0K
29,841
+1%
增持
—
BLACKROCK INC
-$678.1K
16,227
+0%
减持
NSC
NORFOLK SOUTHN CORP
-$665.7K
21,887
-0%
增持
RRC
RANGE RES CORP
+$656.5K
180,645
+2%
增持
PYPL
PAYPAL HLDGS INC
-$637.2K
83,085
+1%
增持
SYK
STRYKER CORPORATION
-$613.8K
26,520
+3%
减持
CNI
CANADIAN NATL RY CO
-$570.3K
40,264
-1%
增持
COST
COSTCO WHSL CORP NEW
+$550.7K
15,754
+2%
增持
DBND
DOUBLELINE ETF TRUST
-$534.6K
362,182
+1%
增持
MDLZ
MONDELEZ INTL INC
-$500.7K
142,039
+0%
增持
ITOT
ISHARES TR
-$496.3K
208,594
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$485.0K
43,235
+1%
减持
AMGN
AMGEN INC
+$456.2K
9,850
-0%
减持
WAB
WABTEC
-$445.5K
93,238
-1%
增持
CI
THE CIGNA GROUP
+$429.8K
55,828
+1%
增持
—
MEDTRONIC PLC
-$405.2K
48,627
+2%
增持
SCHW
SCHWAB CHARLES CORP
-$394.4K
278,461
+1%
减持
STZ
CONSTELLATION BRANDS INC
+$357.1K
75,146
-0%
增持
V
VISA INC
-$297.9K
60,352
+1%
减持
CRM
SALESFORCE INC
-$286.6K
33,025
-0%
增持
AMZN
AMAZON COM INC
-$283.2K
131,302
+1%
增持
VWOB
VANGUARD WHITEHALL FDS
-$281.3K
215,063
+3%
增持
—
ARDAGH METAL PACKAGING S A
-$263.4K
435,522
+1%
增持
MU
MICRON TECHNOLOGY INC
+$244.1K
48,204
+0%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$221.5K
4,013
清仓
QUAL
ISHARES TR
-$208.7K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$204.1K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$203.1K
0
-100%
清仓
ISTB
ISHARES TR
-$202.9K
0
-100%
减持
MUB
ISHARES TR
-$191.0K
2,660
-39%
减持
PAYX
PAYCHEX INC
+$184.0K
67,763
-1%
减持
SHY
ISHARES TR
-$176.6K
16,994
-11%
增持
BABA
ALIBABA GROUP HLDG LTD
+$159.4K
33,611
+2%
减持
MCD
MCDONALDS CORP
-$154.3K
2,919
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$153.1K
1,451
+38%
减持
JPM
JPMORGAN CHASE & CO
-$140.1K
106,681
-1%
减持
INTC
INTEL CORP
-$137.3K
26,692
-18%
增持
AVGO
BROADCOM INC
-$130.5K
5,778
+2%
减持
IAU
ISHARES GOLD TR
-$122.5K
13,576
-17%
减持
TMP
TOMPKINS FINL CORP
-$121.8K
13,580
-4%
增持
JNJ
JOHNSON & JOHNSON
-$118.1K
12,147
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$108.9K
8,850
-4%
增持
BX
BLACKSTONE INC
+$108.3K
3,341
+24%
减持
IUSB
ISHARES TR
-$107.2K
4,915
-31%
减持
WM
WASTE MGMT INC DEL
-$84.6K
2,750
-5%
减持
PFF
ISHARES TR
-$80.3K
43,445
-3%
减持
PG
PROCTER AND GAMBLE CO
-$77.5K
9,694
-1%
减持
ULTA
ULTA BEAUTY INC
-$73.0K
761
-5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$65.7K
49,935
+1%
减持
PNC
PNC FINL SVCS GROUP INC
-$61.6K
10,466
-2%
减持
SYY
SYSCO CORP
-$59.6K
5,950
-2%
减持
GM
GENERAL MTRS CO
-$59.2K
6,450
-9%
增持
XLK
SELECT SECTOR SPDR TR
-$55.0K
5,560
+0%
增持
—
LAM RESEARCH CORP
-$52.6K
7,227
+1%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$50.3K
1,960
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$48.3K
5,917
-4%
减持
MMM
3M CO
-$44.4K
3,001
-8%
增持
SRE
SEMPRA
-$43.5K
8,690
+99%
减持
GLD
SPDR GOLD TR
-$40.7K
5,496
-0%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$34.6K
21,898
+18%
减持
TSLA
TESLA INC
-$34.0K
2,718
-0%
建仓
—
FUBOTV INC
+$30.6K
11,475
减持
TFC
TRUIST FINL CORP
-$29.4K
14,545
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$28.5K
4,112
+0%
减持
BAC
BANK AMERICA CORP
-$26.1K
17,769
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$26.0K
3,220
-3%
减持
DIS
DISNEY WALT CO
-$21.7K
2,535
-0%
增持
VTI
VANGUARD INDEX FDS
+$19.6K
1,985
+9%
增持
NYF
ISHARES TR
-$19.2K
17,784
+2%
增持
QQQ
INVESCO QQQ TR
-$16.8K
1,771
+0%
减持
IEI
ISHARES TR
-$13.4K
3,583
-1%
增持
IEMG
ISHARES INC
-$13.2K
20,576
+2%
减持
MCK
MCKESSON CORP
-$5.2K
675
-3%
增持
EFA
ISHARES TR
-$2.8K
3,820
+4%
增持
SUB
ISHARES TR
+$2.5K
2,772
+2%
增持
—
AGEAGLE AERIAL SYS INC NEW
+$525
34,200
+51%
减持
NEAR
ISHARES U S ETF TR
-$59
6,965
-0%
