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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 110 项
建仓 5
增持 47
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
FBND
FIDELITY MERRIMACK STR TR
+$24.8M
539,480
减持
AAPL
APPLE INC
+$11.2M
565,724
-1%
增持
AVGO
BROADCOM INC
+$9.1M
12,415
+115%
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。
清仓
—
VMWARE INC
-$8.8M
0
-100%
增持
MSFT
MICROSOFT CORP
+$6.8M
111,906
+0%
建仓
HSY
HERSHEY CO
+$5.4M
28,985
建仓
RMD
RESMED INC
+$5.0M
28,869
清仓
ALK
ALASKA AIR GROUP INC
-$4.2M
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$4.0M
279,785
+0%
增持
—
MEDTRONIC PLC
+$3.9M
93,691
+93%
减持
META
META PLATFORMS INC
+$3.6M
68,308
-0%
增持
AMZN
AMAZON COM INC
+$3.3M
131,815
+0%
减持
RYAAY
RYANAIR HOLDINGS PLC
+$3.2M
108,933
-7%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.0M
50,028
+0%
减持
—
BLACKROCK INC
+$2.7M
16,205
-0%
减持
JPM
JPMORGAN CHASE & CO
+$2.7M
106,581
-0%
增持
ADBE
ADOBE INC
+$2.6M
29,923
+0%
减持
ITOT
ISHARES TR
+$2.3M
208,092
-0%
增持
CRM
SALESFORCE INC
+$2.1M
33,522
+2%
增持
DBND
DOUBLELINE ETF TRUST
+$2.0M
388,516
+7%
减持
—
LIBERTY MEDIA CORP DEL
-$2.0M
8,413
-90%
增持
V
VISA INC
+$1.9M
60,589
+0%
减持
WAB
WABTEC
+$1.8M
92,183
-1%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
15,828
+0%
增持
RTX
RTX CORPORATION
+$1.5M
118,202
+1%
减持
BKNG
BOOKING HOLDINGS INC
+$1.5M
3,335
-1%
减持
AMT
AMERICAN TOWER CORP NEW
+$1.4M
28,328
-0%
减持
GOOG
ALPHABET INC
+$1.2M
140,355
-0%
增持
—
LAM RESEARCH CORP
+$1.2M
7,252
+0%
减持
SHY
ISHARES TR
-$1.1M
2,884
-83%
增持
XLE
SELECT SECTOR SPDR TR
-$1.1M
194,726
+1%
增持
NKE
NIKE INC
+$1.0M
71,864
+1%
减持
VWOB
VANGUARD WHITEHALL FDS
+$980.4K
214,957
-0%
减持
GOOGL
ALPHABET INC
+$923.6K
109,329
-0%
增持
NVDA
NVIDIA CORPORATION
+$922.8K
9,009
+11%
增持
KVUE
KENVUE INC
+$904.1K
379,627
+5%
增持
CI
THE CIGNA GROUP
+$849.5K
56,170
+1%
增持
MU
MICRON TECHNOLOGY INC
+$837.0K
48,234
+0%
减持
NSC
NORFOLK SOUTHN CORP
+$832.5K
21,756
-1%
增持
SYK
STRYKER CORPORATION
+$830.5K
26,974
+2%
增持
LOW
LOWES COS INC
+$826.3K
55,413
+0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$813.6K
27,117
-19%
减持
SPG
SIMON PPTY GROUP INC NEW
+$813.1K
23,722
-0%
减持
CHTR
CHARTER COMMUNICATIONS INC N
-$783.1K
12,784
-2%
增持
STZ
CONSTELLATION BRANDS INC
-$675.5K
75,330
+0%
减持
CNI
CANADIAN NATL RY CO
+$667.3K
40,031
-1%
增持
CCJ
CAMECO CORP
+$642.6K
181,398
+0%
减持
MRK
MERCK & CO INC
+$551.0K
113,692
-1%
减持
—
BERRY GLOBAL GROUP INC
+$550.8K
103,784
-0%
减持
NEM
NEWMONT CORP
+$542.8K
211,169
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$527.8K
28,912
+1%
增持
AGG
ISHARES TR
+$525.6K
45,069
+7%
减持
PFF
ISHARES TR
-$467.9K
26,995
-38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$455.1K
43,740
+1%
增持
MDLZ
MONDELEZ INTL INC
+$452.9K
142,351
+0%
减持
NYF
ISHARES TR
-$372.4K
9,894
-44%
清仓
NEAR
ISHARES U S ETF TR
-$347.5K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$336.7K
10,472
+0%
增持
RRC
RANGE RES CORP
-$330.2K
181,488
+0%
减持
INTC
INTEL CORP
+$329.0K
25,430
-5%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$302.1K
24,664
+13%
减持
—
ARDAGH METAL PACKAGING S A
+$263.7K
423,681
-3%
建仓
QUAL
ISHARES TR
+$219.4K
1,491
清仓
IUSB
ISHARES TR
-$214.9K
0
-100%
增持
AMGN
AMGEN INC
+$210.0K
9,921
+1%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$204.4K
1,200
增持
—
EXXON MOBIL CORP
-$202.9K
11,635
+0%
清仓
MINT
PIMCO ETF TR
-$202.7K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$159.0K
5,562
+0%
减持
TMP
TOMPKINS FINL CORP
+$122.5K
13,080
-4%
减持
TIP
ISHARES TR
-$119.7K
4,103
-24%
减持
TFC
TRUIST FINL CORP
+$116.1K
14,416
-1%
增持
BAC
BANK AMERICA CORP
+$113.1K
17,808
+0%
减持
GLD
SPDR GOLD TR
+$107.4K
5,491
-0%
增持
QQQ
INVESCO QQQ TR
+$105.9K
1,808
+2%
增持
MCD
MCDONALDS CORP
+$98.3K
2,925
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$97.7K
4,125
+0%
减持
PYPL
PAYPAL HLDGS INC
-$97.6K
77,504
-7%
增持
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$92.7K
51,000
+4%
减持
CSCO
CISCO SYS INC
-$85.1K
17,085
-3%
减持
CVX
CHEVRON CORP NEW
-$83.7K
3,514
-3%
减持
PAYX
PAYCHEX INC
+$83.4K
66,313
-2%
减持
BX
BLACKSTONE INC
+$71.6K
3,281
-2%
减持
PG
PROCTER AND GAMBLE CO
-$71.5K
9,161
-5%
增持
IEMG
ISHARES INC
+$66.4K
20,671
+0%
增持
IAU
ISHARES GOLD TR
+$65.7K
13,853
+2%
减持
ULTA
ULTA BEAUTY INC
+$64.0K
751
-1%
增持
SRE
SEMPRA
+$58.3K
8,691
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$50.5K
3,410
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$43.7K
1,397
-4%
减持
VTI
VANGUARD INDEX FDS
+$42.1K
1,955
-2%
减持
JNJ
JOHNSON & JOHNSON
-$39.4K
11,819
-3%
减持
SUB
ISHARES TR
-$37.5K
2,349
-15%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$34.8K
14,600
+11%
减持
AEP
AMERICAN ELEC PWR CO INC
+$28.7K
8,550
-3%
减持
PSX
PHILLIPS 66
+$28.4K
2,556
-2%
减持
—
ACCENTURE PLC IRELAND
+$26.3K
706
-2%
增持
DIS
DISNEY WALT CO
+$24.4K
2,546
+0%
减持
XLP
SELECT SECTOR SPDR TR
+$17.5K
5,895
-0%
减持
ORCL
ORACLE CORP
-$17.1K
14,409
-1%
减持
O
REALTY INCOME CORP
+$16.0K
6,150
-9%
减持
SR
SPIRE INC
-$11.5K
3,900
-13%
减持
TSLA
TESLA INC
-$10.9K
2,693
-1%
增持
CMCSA
COMCAST CORP NEW
-$3.9K
8,206
+0%
减持
UPS
UNITED PARCEL SERVICE INC
+$3.4K
4,104
-0%
减持
EFA
ISHARES TR
-$3.3K
3,450
-10%
增持
PEP
PEPSICO INC
+$1.9K
1,907
+0%
增持
—
AGEAGLE AERIAL SYS INC NEW
+$1.6K
70,200
+105%
减持
MUB
ISHARES TR
-$1.2K
2,505
-6%
减持
GM
GENERAL MTRS CO
+$1.1K
5,950
-8%
