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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 117 项
建仓 6
增持 33
减持 67
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$21.0M
560,515
-1%
增持
NVDA
NVIDIA CORPORATION
+$6.5M
121,441
+1188%
清仓
—
BERRY GLOBAL GROUP INC
-$6.2M
0
-100%
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
RMD
RESMED INC
+$4.7M
56,344
+82%
减持
GOOG
ALPHABET INC
+$4.2M
139,953
-1%
减持
WAB
WABTEC
-$4.2M
57,881
-37%
建仓
LULU
LULULEMON ATHLETICA INC
+$4.1M
13,559
增持
CVX
CHEVRON CORP NEW
+$3.8M
28,088
+705%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$3.6M
0
-100%
减持
CI
THE CIGNA GROUP
-$3.4M
50,743
-9%
减持
RYAAY
RYANAIR HOLDINGS PLC
-$3.3M
105,911
-2%
减持
AVGO
BROADCOM INC
+$3.0M
10,848
-0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.8M
51,154
+1%
减持
GOOGL
ALPHABET INC
+$2.8M
105,134
-3%
减持
MSFT
MICROSOFT CORP
+$2.5M
109,772
-1%
增持
NSC
NORFOLK SOUTHN CORP
+$2.3M
35,270
+70%
减持
LOW
LOWES COS INC
-$2.1M
54,500
-1%
减持
COST
COSTCO WHSL CORP NEW
+$1.6M
14,081
-1%
减持
AMZN
AMAZON COM INC
+$1.5M
131,110
-1%
减持
ADBE
ADOBE INC
+$1.5M
30,204
-0%
增持
CRM
SALESFORCE INC
-$1.5M
34,022
+0%
增持
NKE
NIKE INC
-$1.3M
74,032
+0%
减持
—
ARDAGH METAL PACKAGING S A
-$1.3M
11,133
-97%
增持
KVUE
KENVUE INC
-$1.3M
406,575
+0%
减持
STZ
CONSTELLATION BRANDS INC
-$1.2M
74,846
-1%
增持
RTO
RENTOKIL INITIAL PLC
+$1.2M
202,976
+27%
减持
META
META PLATFORMS INC
+$1.2M
66,414
-0%
减持
MRK
MERCK & CO INC
-$1.1M
110,247
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
29,736
-0%
减持
V
VISA INC
-$1.1M
61,216
-0%
减持
NEM
NEWMONT CORP
+$988.2K
202,929
-3%
减持
—
BLACKROCK INC
-$923.7K
16,019
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$907.1K
3,295
-2%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$849.1K
52,498
+5%
减持
CCJ
CAMECO CORP
+$805.4K
157,901
-2%
增持
—
MEDTRONIC PLC
-$763.2K
96,891
+1%
减持
PYPL
PAYPAL HLDGS INC
-$744.4K
75,278
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$704.8K
197,159
-0%
减持
CNI
CANADIAN NATL RY CO
-$688.9K
36,965
-4%
减持
MDLZ
MONDELEZ INTL INC
-$687.6K
142,164
-0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$676.4K
588,221
+3%
减持
ITOT
ISHARES TR
+$625.1K
201,128
-0%
减持
PAYX
PAYCHEX INC
-$615.7K
61,524
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$581.5K
44,471
+0%
减持
—
LAM RESEARCH CORP
+$560.1K
7,192
-2%
减持
MU
MICRON TECHNOLOGY INC
+$535.9K
46,600
-2%
清仓
IEI
ISHARES TR
-$461.2K
0
-100%
清仓
TIP
ISHARES TR
-$440.7K
0
-100%
增持
SYK
STRYKER CORPORATION
-$325.2K
28,306
+2%
增持
KO
COCA COLA CO
+$319.0K
114,076
+1%
减持
RTX
RTX CORPORATION
+$312.3K
119,222
-0%
增持
HSY
HERSHEY CO
-$312.1K
40,470
+2%
增持
INTC
INTEL CORP
-$311.7K
24,779
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$290.7K
103,673
-2%
建仓
—
SILA REALTY TRUST INC
+$288.2K
13,614
清仓
DIS
DISNEY WALT CO
-$251.4K
0
-100%
清仓
MMM
3M CO
-$249.3K
0
-100%
减持
AMGN
AMGEN INC
+$246.3K
9,361
-1%
建仓
VXUS
VANGUARD STAR FDS
+$242.4K
4,020
增持
DMBS
DOUBLELINE ETF TRUST
+$239.5K
147,391
+4%
清仓
—
LIBERTY MEDIA CORP DEL
-$236.2K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$229.2K
0
-100%
建仓
NFLX
NETFLIX INC
+$216.0K
320
减持
BABA
ALIBABA GROUP HLDG LTD
-$212.8K
20,606
-12%
减持
SPG
SIMON PPTY GROUP INC NEW
-$212.6K
19,527
-4%
清仓
IT
GARTNER INC
-$210.7K
0
-100%
建仓
IXN
ISHARES TR
+$207.1K
2,500
清仓
CAT
CATERPILLAR INC
-$201.5K
0
-100%
减持
MCD
MCDONALDS CORP
-$190.3K
2,465
-15%
减持
JNJ
JOHNSON & JOHNSON
-$188.0K
10,461
-4%
减持
SCHW
SCHWAB CHARLES CORP
+$187.4K
280,066
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$175.8K
27,164
-2%
减持
RRC
RANGE RES CORP
-$165.7K
183,846
-0%
减持
TMP
TOMPKINS FINL CORP
-$165.3K
6,730
-32%
减持
TFC
TRUIST FINL CORP
-$161.2K
10,316
-28%
减持
ORCL
ORACLE CORP
+$159.1K
12,299
-2%
增持
VWOB
VANGUARD WHITEHALL FDS
+$143.3K
224,825
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$116.7K
5,310
+29%
增持
XLK
SELECT SECTOR SPDR TR
+$109.9K
6,063
+0%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$109.3K
31,073
+9%
减持
CSCO
CISCO SYS INC
-$99.6K
13,526
-9%
增持
MUB
ISHARES TR
+$93.9K
4,086
+29%
减持
GLD
SPDR GOLD TR
-$84.9K
4,085
-13%
减持
CMCSA
COMCAST CORP NEW
-$79.1K
5,900
-18%
增持
ABBV
ABBVIE INC
-$78.7K
7,557
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$78.0K
4,015
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
-$71.8K
6,100
-13%
减持
PNC
PNC FINL SVCS GROUP INC
-$70.7K
8,917
-1%
增持
TSLA
TESLA INC
+$70.2K
2,890
+1%
减持
PSX
PHILLIPS 66
-$69.7K
2,406
-4%
减持
BX
BLACKSTONE INC
-$65.0K
2,950
-10%
增持
SUB
ISHARES TR
+$54.4K
2,979
+21%
减持
QQQ
INVESCO QQQ TR
+$51.5K
1,783
-1%
增持
DBND
DOUBLELINE ETF TRUST
+$45.7K
411,938
+1%
减持
—
EXXON MOBIL CORP
-$44.0K
11,391
-2%
增持
IEMG
ISHARES INC
+$42.1K
21,256
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$35.8K
4,114
-10%
增持
—
ACCENTURE PLC IRELAND
-$29.3K
710
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$26.4K
1,371
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$24.6K
2,504
-5%
清仓
—
LI-CYCLE HOLDINGS CORP
-$22.4K
0
-100%
减持
SRE
SEMPRA
+$22.1K
5,788
-1%
减持
O
REALTY INCOME CORP
-$19.5K
6,750
-3%
减持
IAU
ISHARES GOLD TR
-$15.9K
11,987
-7%
减持
ELV
ELEVANCE HEALTH INC
+$14.0K
2,779
-3%
减持
GM
GENERAL MTRS CO
-$12.0K
5,550
-7%
减持
LLY
ELI LILLY & CO
-$10.2K
225
-18%
减持
VTI
VANGUARD INDEX FDS
+$10.2K
2,026
-1%
增持
AGG
ISHARES TR
+$8.0K
8,384
+2%
减持
QUAL
ISHARES TR
+$7.9K
1,491
-1%
减持
WM
WASTE MGMT INC DEL
-$4.8K
2,725
-1%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$4.5K
14,000
-2%
建仓
GME
GAMESTOP CORP NEW
+$3.3K
20,100
增持
PEP
PEPSICO INC
-$2.1K
2,011
+5%
增持
PFF
ISHARES TR
+$652
22,030
+2%
减持
PG
PROCTER AND GAMBLE CO
-$520
8,921
-2%
增持
NYF
ISHARES TR
-$84
9,809
+1%
