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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 114 项
建仓 8
增持 56
减持 42
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$16.2M
557,320
-0%
建仓
NVO
NOVO-NORDISK A S
+$9.7M
138,977
减持
META
META PLATFORMS INC
-$8.2M
53,604
-20%
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
DCRE
DOUBLELINE ETF TRUST
+$7.8M
149,500
减持
AVGO
BROADCOM INC
-$7.4M
108,457
-2%
建仓
LLY
ELI LILLY & CO
+$7.2M
8,718
建仓
—
CNH INDL N V
+$6.3M
512,863
增持
GOOG
ALPHABET INC
-$4.6M
142,009
+1%
增持
MSFT
MICROSOFT CORP
-$4.6M
110,872
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.9M
45,639
+2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.8M
43,795
+1%
减持
BLK
BLACKROCK INC
-$3.6M
13,835
-15%
增持
GOOGL
ALPHABET INC
-$3.5M
104,470
+1%
增持
AMZN
AMAZON COM INC
-$3.2M
137,782
+3%
增持
ADBE
ADOBE INC
+$3.2M
43,965
+43%
减持
RRC
RANGE RES CORP
-$3.1M
203,773
-35%
减持
COST
COSTCO WHSL CORP NEW
-$3.1M
9,222
-28%
增持
CI
THE CIGNA GROUP
+$2.9M
52,034
+1%
增持
NVDA
NVIDIA CORPORATION
-$2.7M
136,661
+5%
增持
V
VISA INC
+$2.5M
62,989
+2%
减持
SCHW
SCHWAB CHARLES CORP
-$2.3M
236,960
-16%
增持
NEM
NEWMONT CORP
+$2.3M
189,948
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.3M
673,137
+6%
增持
CCJ
CAMECO CORP
-$2.2M
226,971
+1%
增持
CRM
SALESFORCE INC
-$2.1M
34,992
+2%
增持
RTX
RTX CORPORATION
+$2.1M
120,376
+0%
减持
KVUE
KENVUE INC
-$2.0M
236,382
-34%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$2.0M
46,580
-15%
增持
XLE
SELECT SECTOR SPDR TR
+$1.9M
204,068
+2%
减持
JPM
JPMORGAN CHASE & CO.
-$1.6M
93,700
-9%
增持
DBND
DOUBLELINE ETF TRUST
+$1.5M
456,615
+6%
减持
BKNG
BOOKING HOLDINGS INC
-$1.5M
3,245
-2%
增持
LULU
LULULEMON ATHLETICA INC
-$1.3M
14,367
+3%
增持
ITOT
ISHARES TR
-$1.3M
205,259
+0%
增持
KO
COCA COLA CO
+$1.3M
117,448
+3%
增持
MDLZ
MONDELEZ INTL INC
+$1.2M
142,813
+1%
增持
—
MEDTRONIC PLC
+$1.2M
101,729
+2%
减持
VWOB
VANGUARD WHITEHALL FDS
-$1.1M
217,782
-9%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
2,874
+261%
增持
MRK
MERCK & CO INC
-$996.3K
110,531
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$934.5K
26,219
+1%
增持
CVX
CHEVRON CORP NEW
+$890.6K
32,090
+4%
增持
NKE
NIKE INC
+$813.1K
123,429
+33%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$809.0K
37,741
+5%
增持
STZ
CONSTELLATION BRANDS INC
+$753.8K
94,056
+26%
增持
SYK
STRYKER CORPORATION
+$656.6K
30,046
+3%
增持
LOW
LOWES COS INC
-$606.5K
55,488
+1%
减持
PAYX
PAYCHEX INC
+$565.9K
55,227
-3%
增持
DMBS
DOUBLELINE ETF TRUST
+$553.9K
168,142
+5%
增持
TSLA
TESLA INC
-$544.8K
8,951
+26%
增持
IQLT
ISHARES TR
+$515.8K
52,511
+24%
减持
AMGN
AMGEN INC
+$449.6K
9,081
-1%
建仓
BBIO
BRIDGEBIO PHARMA INC
+$437.4K
20,550
增持
AGG
ISHARES TR
+$415.9K
11,763
+52%
增持
MU
MICRON TECHNOLOGY INC
+$370.3K
77,510
+2%
减持
ORCL
ORACLE CORP
-$365.3K
11,754
-2%
减持
WAB
WABTEC
-$331.8K
39,690
-0%
增持
NSC
NORFOLK SOUTHN CORP
+$302.7K
36,602
+3%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$296.3K
5,143
增持
HSY
HERSHEY CO
+$286.8K
34,129
+4%
清仓
GM
GENERAL MTRS CO
-$269.0K
0
-100%
增持
RTO
RENTOKIL INITIAL PLC
-$269.0K
228,697
+5%
减持
XLK
SELECT SECTOR SPDR TR
-$255.1K
5,771
-7%
清仓
IXN
ISHARES TR
-$233.9K
0
-100%
增持
ICOP
ISHARES TR
+$232.4K
151,752
+5%
增持
IAU
ISHARES GOLD TR
+$231.3K
13,191
+20%
清仓
MAR
MARRIOTT INTL INC NEW
-$225.3K
0
-100%
清仓
DIS
DISNEY WALT CO
-$224.5K
0
-100%
清仓
IT
GARTNER INC
-$214.1K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$203.5K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$203.4K
1,538
减持
MUB
ISHARES TR
-$203.0K
2,506
-43%
清仓
MTB
M & T BK CORP
-$202.3K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$201.4K
10,129
-1%
增持
LRCX
LAM RESEARCH CORP
+$193.4K
88,136
+2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$152.8K
18,296
-1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$145.4K
166,675
+3%
增持
XLP
SELECT SECTOR SPDR TR
+$138.1K
5,784
+36%
增持
XLV
SELECT SECTOR SPDR TR
+$136.6K
3,101
+35%
增持
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$136.5K
64,500
+29%
减持
GLD
SPDR GOLD TR
+$123.9K
3,829
-5%
减持
—
EXXON MOBIL CORP
+$103.0K
10,744
-2%
增持
NYF
ISHARES TR
+$101.9K
11,319
+22%
减持
SRE
SEMPRA
-$99.4K
4,607
-6%
增持
RMD
RESMED INC
+$87.9K
52,488
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$85.9K
3,513
-2%
增持
WM
WASTE MGMT INC DEL
+$81.2K
2,726
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$67.9K
760
+29%
增持
RYAAY
RYANAIR HOLDINGS PLC
-$64.4K
270,490
+2%
减持
ULTA
ULTA BEAUTY INC
-$58.7K
700
-3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$54.3K
15,970
+6%
减持
TMP
TOMPKINS FINL CORP
-$48.1K
5,730
-5%
减持
CSCO
CISCO SYS INC
-$42.0K
11,568
-9%
减持
MCD
MCDONALDS CORP
+$36.8K
2,281
-2%
减持
PFF
ISHARES TR
-$34.2K
19,375
-3%
减持
TFC
TRUIST FINL CORP
-$28.3K
10,187
-1%
减持
PEP
PEPSICO INC
-$26.9K
2,004
-7%
清仓
—
LI-CYCLE HOLDINGS CORP
-$25.1K
0
-100%
增持
—
ASML HOLDING N V
-$23.6K
12,611
+4%
减持
VTV
VANGUARD INDEX FDS
-$23.3K
1,400
-11%
增持
—
FUBOTV INC
+$22.6K
13,050
+6%
增持
VTI
VANGUARD INDEX FDS
-$21.9K
2,046
+1%
减持
PG
PROCTER AND GAMBLE CO
+$21.1K
8,570
-0%
减持
QUAL
ISHARES TR
-$15.9K
1,171
-3%
减持
SUB
ISHARES TR
-$15.5K
2,507
-6%
建仓
UAVS
AGEAGLE AERIAL SYS INC NEW
+$15.2K
11,783
减持
O
REALTY INCOME CORP
+$14.8K
5,550
-3%
减持
IEMG
ISHARES INC
-$10.9K
22,714
-4%
减持
MA
MASTERCARD INCORPORATED
+$4.7K
402
-2%
减持
INTC
INTEL CORP
+$4.0K
14,503
-11%
减持
VXUS
VANGUARD STAR FDS
-$2.2K
3,395
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.0K
1,627
+0%
减持
IDXX
IDEXX LABS INC
-$1.9K
980
-2%
减持
MCK
MCKESSON CORP
-$855
528
-16%
