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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 118 项
建仓 12
增持 39
减持 57
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$16.7M
16,293
清仓
—
BLACKROCK INC
-$15.3M
0
-100%
建仓
—
ASML HOLDING N V
+$8.4M
12,091
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
AAPL
APPLE INC
+$7.7M
558,891
-2%
清仓
—
LAM RESEARCH CORP
-$6.9M
0
-100%
增持
AVGO
BROADCOM INC
+$6.7M
110,157
+1%
建仓
LRCX
LAM RESEARCH CORP
+$6.2M
86,032
增持
AMZN
AMAZON COM INC
+$4.8M
134,266
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$4.6M
161,221
+46%
清仓
CNI
CANADIAN NATL RY CO
-$4.3M
0
-100%
减持
NEM
NEWMONT CORP
-$4.0M
185,353
-9%
建仓
ICOP
ISHARES TR
+$3.7M
144,906
增持
CI
THE CIGNA GROUP
-$3.6M
51,358
+0%
增持
GOOG
ALPHABET INC
+$3.4M
140,839
+1%
减持
WAB
WABTEC
-$3.1M
39,715
-32%
减持
NKE
NIKE INC
-$2.9M
92,800
-18%
减持
STZ
CONSTELLATION BRANDS INC
-$2.9M
74,694
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$2.8M
43,246
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$2.8M
102,715
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$2.6M
282,092
+0%
增持
V
VISA INC
+$2.6M
61,889
+0%
减持
BKNG
BOOKING HOLDINGS INC
+$2.5M
3,307
-0%
减持
RMD
RESMED INC
-$2.4M
50,992
-11%
减持
HSY
HERSHEY CO
-$2.4M
32,774
-21%
减持
GOOGL
ALPHABET INC
+$2.3M
103,569
-1%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$2.2M
54,828
+2%
增持
ADBE
ADOBE INC
-$2.2M
30,713
+1%
增持
CRM
SALESFORCE INC
+$2.1M
34,367
+0%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$2.1M
0
-100%
增持
RRC
RANGE RES CORP
+$2.1M
312,918
+5%
减持
MDLZ
MONDELEZ INTL INC
-$2.0M
141,910
-0%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
130,582
+2%
增持
LULU
LULULEMON ATHLETICA INC
+$1.6M
14,009
+2%
减持
MRK
MERCK & CO INC
-$1.6M
109,746
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.5M
26,012
-4%
减持
KVUE
KENVUE INC
-$1.5M
360,498
-10%
增持
TSLA
TESLA INC
+$1.5M
7,093
+32%
增持
MU
MICRON TECHNOLOGY INC
-$1.3M
75,625
+2%
减持
MSFT
MICROSOFT CORP
-$1.3M
109,715
-1%
增持
LOW
LOWES COS INC
-$1.3M
54,894
+0%
减持
KO
COCA COLA CO
-$1.1M
114,510
-1%
增持
ITOT
ISHARES TR
+$1.1M
204,712
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$972.4K
35,820
+2%
增持
—
MEDTRONIC PLC
-$918.8K
99,394
+1%
增持
META
META PLATFORMS INC
+$911.6K
66,849
+0%
减持
CCJ
CAMECO CORP
+$808.0K
223,943
-0%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$801.9K
15,115
减持
RTX
RTX CORPORATION
-$655.5K
120,043
-0%
减持
RYAAY
RYANAIR HOLDINGS PLC
-$444.4K
264,397
-0%
增持
IQLT
ISHARES TR
+$437.0K
42,251
+55%
增持
NSC
NORFOLK SOUTHN CORP
-$433.4K
35,648
+1%
减持
ELV
ELEVANCE HEALTH INC
-$410.0K
2,662
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$358.4K
44,911
-0%
清仓
IXUS
ISHARES TR
-$352.4K
0
-100%
增持
DBND
DOUBLELINE ETF TRUST
-$351.0K
432,631
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$308.0K
797
-41%
减持
COST
COSTCO WHSL CORP NEW
+$296.3K
12,851
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$287.3K
200,402
+1%
增持
RTO
RENTOKIL INITIAL PLC
+$286.3K
217,461
+4%
清仓
CAT
CATERPILLAR INC
-$268.7K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$265.2K
1,566
减持
INTC
INTEL CORP
-$239.5K
16,229
-33%
清仓
CMCSA
COMCAST CORP NEW
-$231.5K
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW
+$225.3K
808
建仓
DIS
DISNEY WALT CO
+$224.5K
2,016
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$221.5K
0
-100%
减持
PAYX
PAYCHEX INC
+$217.0K
56,729
-2%
减持
JNJ
JOHNSON & JOHNSON
-$216.9K
10,223
-2%
清仓
—
BERRY GLOBAL GROUP INC
-$205.8K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$203.5K
907
建仓
MTB
M & T BK CORP
+$202.3K
1,076
增持
VWOB
VANGUARD WHITEHALL FDS
-$192.2K
239,495
+4%
减持
ABBV
ABBVIE INC
-$159.2K
7,500
-1%
增持
SYK
STRYKER CORPORATION
+$152.0K
29,240
+2%
减持
IAU
ISHARES GOLD TR
-$136.7K
11,037
-20%
减持
O
REALTY INCOME CORP
-$122.6K
5,750
-15%
增持
XLK
SELECT SECTOR SPDR TR
+$121.1K
6,222
+6%
增持
CVX
CHEVRON CORP NEW
+$119.8K
30,915
+4%
减持
XLV
SELECT SECTOR SPDR TR
-$117.6K
2,298
-18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$109.7K
3,582
-12%
减持
AEP
AMERICAN ELEC PWR CO INC
-$109.4K
5,600
-8%
减持
—
EXXON MOBIL CORP
-$106.6K
10,921
-0%
减持
PG
PROCTER AND GAMBLE CO
-$105.7K
8,586
-4%
减持
AGG
ISHARES TR
-$101.6K
7,716
-8%
减持
PFF
ISHARES TR
-$97.3K
20,025
-8%
减持
SPG
SIMON PPTY GROUP INC NEW
-$84.3K
18,532
-4%
减持
BAC
BANK AMERICA CORP
+$64.5K
17,546
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$63.0K
4,252
-11%
减持
ORCL
ORACLE CORP
-$61.7K
12,054
-1%
增持
IEMG
ISHARES INC
-$60.8K
23,684
+5%
减持
CSCO
CISCO SYS INC
+$57.0K
12,768
-3%
减持
TMP
TOMPKINS FINL CORP
+$54.8K
6,030
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$54.1K
5,204
-0%
减持
PNC
PNC FINL SVCS GROUP INC
+$53.8K
8,730
-1%
减持
VXUS
VANGUARD STAR FDS
-$48.2K
3,615
-10%
增持
QQQ
INVESCO QQQ TR
+$47.7K
1,850
+1%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$43.7K
16,500
+18%
减持
MCD
MCDONALDS CORP
-$43.5K
2,331
-1%
减持
PSX
PHILLIPS 66
-$43.3K
2,396
-0%
减持
PEP
PEPSICO INC
-$39.9K
2,153
-0%
清仓
—
ARDAGH METAL PACKAGING S A
-$39.8K
0
-100%
减持
NFLX
NETFLIX INC
+$39.6K
300
-7%
减持
SUB
ISHARES TR
-$37.1K
2,657
-11%
增持
VTI
VANGUARD INDEX FDS
+$34.6K
2,016
+4%
减持
BX
BLACKSTONE INC
+$30.4K
2,765
-5%
减持
GM
GENERAL MTRS CO
+$29.1K
5,050
-6%
增持
IXN
ISHARES TR
+$27.6K
2,760
+10%
建仓
—
LI-CYCLE HOLDINGS CORP
+$25.1K
13,997
增持
MUB
ISHARES TR
+$23.4K
4,385
+7%
增持
FBND
FIDELITY MERRIMACK STR TR
+$20.9K
634,556
+4%
建仓
—
FUBOTV INC
+$15.5K
12,300
减持
GLD
SPDR GOLD TR
-$13.5K
4,045
-1%
减持
SRE
SEMPRA
+$10.8K
4,881
-2%
增持
NYF
ISHARES TR
+$7.4K
9,284
+4%
减持
TFC
TRUIST FINL CORP
+$6.0K
10,316
-0%
增持
DMBS
DOUBLELINE ETF TRUST
-$4.0K
159,949
+5%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$3.6K
240
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.8K
1,622
+1%
