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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 107 项
建仓 9
增持 59
减持 36
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$14.2M
567,566
+1%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$7.3M
110,477
增持
META
META PLATFORMS INC
+$4.7M
66,783
+1%
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
NKE
NIKE INC
+$4.4M
112,683
+52%
清仓
PYPL
PAYPAL HLDGS INC
-$4.4M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.8M
43,406
-15%
增持
RMD
RESMED INC
+$3.2M
57,455
+2%
增持
RRC
RANGE RES CORP
+$3.0M
298,988
+63%
增持
CCJ
CAMECO CORP
+$2.9M
224,045
+42%
增持
LOW
LOWES COS INC
+$2.8M
54,748
+0%
增持
—
BLACKROCK INC
+$2.7M
16,164
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
45,009
+1%
增持
RTX
RTX CORPORATION
+$2.6M
120,063
+1%
增持
SCHW
SCHWAB CHARLES CORP
-$2.4M
281,331
+0%
增持
NEM
NEWMONT CORP
+$2.4M
203,769
+0%
增持
GOOG
ALPHABET INC
-$2.2M
140,122
+0%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.0M
608,721
+3%
减持
GOOGL
ALPHABET INC
-$1.9M
104,231
-1%
减持
KVUE
KENVUE INC
+$1.8M
398,968
-2%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.6M
3,600
-88%
增持
MU
MICRON TECHNOLOGY INC
+$1.6M
74,177
+59%
增持
MSFT
MICROSOFT CORP
-$1.5M
110,466
+1%
增持
AVGO
BROADCOM INC
+$1.5M
109,462
+909%
增持
WAB
WABTEC
+$1.4M
58,233
+1%
减持
ITOT
ISHARES TR
+$1.3M
200,543
-0%
增持
DBND
DOUBLELINE ETF TRUST
+$1.2M
421,108
+2%
增持
—
MEDTRONIC PLC
+$1.2M
98,394
+2%
增持
NSC
NORFOLK SOUTHN CORP
+$1.2M
35,412
+0%
增持
VWOB
VANGUARD WHITEHALL FDS
+$1.2M
230,772
+3%
增持
MDLZ
MONDELEZ INTL INC
+$1.2M
142,176
+0%
建仓
IQLT
ISHARES TR
+$1.1M
27,269
增持
MRK
MERCK & CO INC
-$1.1M
110,277
+0%
减持
AMT
AMERICAN TOWER CORP NEW
+$1.0M
27,138
-0%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$1.0M
53,545
+2%
增持
KO
COCA COLA CO
+$1.0M
115,123
+1%
增持
CI
THE CIGNA GROUP
+$988.6K
51,272
+1%
增持
ADBE
ADOBE INC
-$963.8K
30,545
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$933.2K
35,133
+18%
增持
V
VISA INC
+$916.0K
61,769
+1%
增持
BKNG
BOOKING HOLDINGS INC
+$897.5K
3,312
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$896.0K
103,694
+0%
增持
TSLA
TESLA INC
+$829.8K
5,357
+85%
增持
RTO
RENTOKIL INITIAL PLC
-$798.5K
209,377
+3%
增持
SYK
STRYKER CORPORATION
+$744.7K
28,721
+1%
增持
—
LAM RESEARCH CORP
-$727.5K
8,493
+18%
增持
AMZN
AMAZON COM INC
-$666.1K
132,404
+1%
减持
BABA
ALIBABA GROUP HLDG LTD
+$630.4K
19,920
-3%
增持
CRM
SALESFORCE INC
+$614.8K
34,204
+1%
增持
DMBS
DOUBLELINE ETF TRUST
+$585.9K
152,759
+4%
增持
NVDA
NVIDIA CORPORATION
+$567.2K
128,212
+6%
增持
XLE
SELECT SECTOR SPDR TR
-$517.2K
198,791
+1%
减持
COST
COSTCO WHSL CORP NEW
-$489.9K
12,948
-8%
增持
HSY
HERSHEY CO
+$469.1K
41,238
+2%
减持
PAYX
PAYCHEX INC
+$443.2K
57,661
-6%
增持
RYAAY
RYANAIR HOLDINGS PLC
-$362.8K
264,930
+150%
减持
ORCL
ORACLE CORP
+$333.7K
12,150
-1%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$319.5K
1,613
增持
LULU
LULULEMON ATHLETICA INC
-$316.0K
13,761
+1%
减持
SPG
SIMON PPTY GROUP INC NEW
+$311.5K
19,381
-1%
清仓
—
SILA REALTY TRUST INC
-$288.2K
0
-100%
建仓
CAT
CATERPILLAR INC
+$268.7K
687
建仓
SHW
SHERWIN WILLIAMS CO
+$251.9K
660
减持
PNC
PNC FINL SVCS GROUP INC
+$243.4K
8,817
-1%
建仓
IT
GARTNER INC
+$224.0K
442
建仓
—
BERRY GLOBAL GROUP INC
+$205.8K
3,028
清仓
LLY
ELI LILLY & CO
-$203.7K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$202.7K
4,058
+1%
减持
INTC
INTEL CORP
-$202.5K
24,079
-3%
建仓
MA
MASTERCARD INCORPORATED
+$202.0K
409
减持
ABBV
ABBVIE INC
+$195.8K
7,555
-0%
增持
IEMG
ISHARES INC
+$159.7K
22,602
+6%
增持
IAU
ISHARES GOLD TR
+$156.6K
13,746
+15%
建仓
VYX
NCR VOYIX CORPORATION
+$135.7K
10,000
增持
STZ
CONSTELLATION BRANDS INC
+$126.7K
75,219
+0%
减持
ELV
ELEVANCE HEALTH INC
-$113.8K
2,677
-4%
减持
CNI
CANADIAN NATL RY CO
-$102.0K
36,403
-2%
减持
MCD
MCDONALDS CORP
+$91.1K
2,362
-4%
增持
XLP
SELECT SECTOR SPDR TR
+$82.2K
4,786
+16%
减持
BX
BLACKSTONE INC
+$81.2K
2,915
-1%
增持
O
REALTY INCOME CORP
+$73.2K
6,776
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$68.8K
2,816
+12%
减持
CARR
CARRIER GLOBAL CORPORATION
+$63.8K
3,938
-2%
减持
CSCO
CISCO SYS INC
+$56.2K
13,131
-3%
减持
XLK
SELECT SECTOR SPDR TR
-$46.0K
5,872
-3%
增持
QQQ
INVESCO QQQ TR
+$43.8K
1,840
+3%
增持
TFC
TRUIST FINL CORP
+$40.7K
10,323
+0%
减持
QUAL
ISHARES TR
-$37.1K
1,213
-19%
减持
NYF
ISHARES TR
-$37.0K
8,959
-9%
增持
PEP
PEPSICO INC
+$35.6K
2,160
+7%
增持
CVX
CHEVRON CORP NEW
-$35.6K
29,591
+5%
增持
AGG
ISHARES TR
+$35.4K
8,386
+0%
减持
—
ACCENTURE PLC IRELAND
+$34.1K
706
-1%
减持
PFF
ISHARES TR
+$31.9K
21,875
-1%
减持
—
EXXON MOBIL CORP
-$30.0K
10,931
-4%
减持
SPY
SPDR S&P 500 ETF TR
+$29.0K
1,351
-1%
减持
TMP
TOMPKINS FINL CORP
+$25.2K
6,130
-9%
减持
SRE
SEMPRA
-$22.9K
4,990
-14%
增持
VXUS
VANGUARD STAR FDS
+$18.8K
4,035
+0%
减持
GM
GENERAL MTRS CO
-$18.0K
5,350
-4%
减持
AMGN
AMGEN INC
+$16.9K
9,130
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$16.3K
5,210
-2%
增持
NFLX
NETFLIX INC
+$11.9K
321
+0%
减持
ULTA
ULTA BEAUTY INC
-$7.7K
725
-3%
减持
VTI
VANGUARD INDEX FDS
+$7.6K
1,941
-4%
增持
SUB
ISHARES TR
+$5.9K
2,989
+0%
减持
—
ARDAGH METAL PACKAGING S A
+$1.9K
10,552
-5%
减持
CMCSA
COMCAST CORP NEW
+$486
5,543
-6%
