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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 113 项
建仓 12
增持 36
减持 62
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$26.3M
552,114
-1%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$10.1M
119,807
增持
GOOG
ALPHABET INC
+$9.6M
143,188
+0%
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
GOOGL
ALPHABET INC
+$6.5M
101,551
-2%
建仓
HON
HONEYWELL INTL INC
+$5.9M
27,888
减持
—
MEDTRONIC PLC
-$5.8M
32,912
-68%
减持
AVGO
BROADCOM INC
+$5.5M
106,291
-1%
增持
NVDA
NVIDIA CORPORATION
+$5.1M
173,069
+1%
增持
NVO
NOVO-NORDISK A S
+$3.3M
238,746
+66%
减持
LRCX
LAM RESEARCH CORP
+$3.1M
87,635
-1%
减持
STZ
CONSTELLATION BRANDS INC
-$2.8M
92,854
-2%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$2.6M
188,556
+1%
减持
RTX
RTX CORPORATION
+$2.5M
120,129
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$2.4M
43,556
-1%
增持
ITOT
ISHARES TR
+$2.3M
206,606
+0%
减持
SYK
STRYKER CORPORATION
-$2.3M
26,086
-14%
减持
CI
THE CIGNA GROUP
-$2.3M
52,101
-0%
增持
—
ASML HOLDING N V
+$2.2M
12,877
+1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.2M
727,816
+6%
减持
NSC
NORFOLK SOUTHN CORP
-$2.1M
24,143
-34%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.1M
38,283
+1%
减持
NEM
NEWMONT CORP
+$2.1M
157,899
-18%
减持
MSFT
MICROSOFT CORP
+$1.8M
109,666
-1%
增持
CRM
SALESFORCE INC
-$1.8M
50,429
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$1.7M
90,332
-2%
减持
ADBE
ADOBE INC
-$1.5M
44,084
-0%
减持
LOW
LOWES COS INC
+$1.5M
55,050
-1%
减持
BLK
BLACKROCK INC
+$1.5M
13,792
-1%
增持
LULU
LULULEMON ATHLETICA INC
+$1.4M
27,766
+88%
增持
DBND
DOUBLELINE ETF TRUST
+$1.4M
513,979
+6%
减持
BKNG
BOOKING HOLDINGS INC
-$1.4M
3,159
-1%
增持
ICOP
ISHARES TR
+$1.4M
158,816
+3%
减持
CCJ
CAMECO CORP
+$1.2M
130,690
-0%
减持
TSLA
TESLA INC
+$1.2M
9,299
-0%
减持
—
CNH INDL N V
-$1.1M
507,264
-1%
减持
PAYX
PAYCHEX INC
-$1.0M
54,229
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$1.0M
238,341
+0%
增持
ITB
ISHARES TR
+$1.0M
68,226
+1%
增持
CVX
CHEVRON CORP NEW
+$948.4K
67,525
+1%
减持
V
VISA INC
-$928.0K
62,956
-0%
减持
XLE
SELECT SECTOR SPDR TR
+$848.5K
204,134
-0%
减持
MDLZ
MONDELEZ INTL INC
-$800.6K
140,451
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$760.7K
45,671
-0%
增持
DCRE
DOUBLELINE ETF TRUST
+$643.0K
167,392
+8%
减持
RRC
RANGE RES CORP
-$638.5K
202,868
-0%
减持
ORCL
ORACLE CORP
+$628.4K
11,294
-3%
减持
META
META PLATFORMS INC
-$623.2K
52,806
-1%
减持
COST
COSTCO WHSL CORP NEW
-$618.8K
9,268
-0%
增持
DMBS
DOUBLELINE ETF TRUST
+$587.3K
178,747
+6%
减持
HSY
HERSHEY CO
+$518.2K
32,867
-3%
减持
MRK
MERCK & CO INC
+$485.0K
110,562
-0%
减持
RYAAY
RYANAIR HOLDINGS PLC
+$466.6K
214,738
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$417.0K
70,083
+4%
增持
XOP
SPDR SERIES TRUST
+$409.9K
53,244
+1%
减持
WAB
WABTEC
-$394.7K
39,404
-1%
增持
IQLT
ISHARES TR
+$345.2K
63,191
+12%
增持
VWOB
VANGUARD WHITEHALL FDS
+$310.4K
153,861
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$289.3K
6,162
+8%
减持
JNJ
JOHNSON & JOHNSON
+$289.0K
9,314
-1%
清仓
SUB
ISHARES TR
-$266.6K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$264.7K
7,183
-6%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$258.3K
1,445
减持
RMD
RESMED INC
-$253.8K
49,528
-7%
减持
NKE
NIKE INC
-$253.4K
119,598
-1%
建仓
NPO
ENPRO INC
+$234.8K
1,039
建仓
XLY
SELECT SECTOR SPDR TR
+$211.4K
882
清仓
—
ACCENTURE PLC IRELAND
-$209.8K
0
-100%
减持
RTO
RENTOKIL INITIAL PLC
+$207.8K
226,878
-1%
建仓
IBOC
INTERNATIONAL BANCSHARES COR
+$206.3K
3,000
建仓
QUAL
ISHARES TR
+$206.0K
1,059
清仓
MMM
3M CO
-$205.6K
0
-100%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$205.6K
2,250
建仓
EVRG
EVERGY INC
+$204.9K
2,696
减持
GLD
SPDR GOLD TR
+$193.3K
3,913
-0%
增持
IEMG
ISHARES INC
+$143.6K
23,323
+0%
建仓
SLV
ISHARES SILVER TR
+$141.9K
15,000
增持
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$127.6K
80,785
+14%
减持
PNC
PNC FINL SVCS GROUP INC
+$122.7K
8,710
-0%
建仓
NUAI
NEW ERA ENERGY & DIGITAL INC
+$113.1K
61,450
减持
XLP
SELECT SECTOR SPDR TR
-$111.4K
4,542
-21%
减持
PG
PROCTER AND GAMBLE CO
-$111.1K
8,059
-5%
增持
AGG
ISHARES TR
+$96.0K
8,797
+11%
减持
BBIO
BRIDGEBIO PHARMA INC
+$76.8K
19,500
-8%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$75.4K
4,066
-26%
减持
XLV
SELECT SECTOR SPDR TR
-$70.6K
2,672
-19%
增持
HIMS
HIMS & HERS HEALTH INC
+$70.3K
7,695
+5%
减持
PFF
ISHARES TR
-$60.0K
16,900
-13%
增持
ISRG
INTUITIVE SURGICAL INC
-$55.6K
589
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$55.2K
1,893
-11%
减持
INTC
INTEL CORP
+$55.0K
11,323
-22%
减持
QQQ
INVESCO QQQ TR
+$54.1K
1,790
-3%
增持
VTI
VANGUARD INDEX FDS
+$52.9K
2,056
+0%
减持
SRE
SEMPRA
+$47.5K
4,407
-4%
减持
ULTA
ULTA BEAUTY INC
+$47.0K
685
-2%
减持
—
EXXON MOBIL CORP
+$46.9K
10,569
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$42.9K
3,523
+0%
减持
PEP
PEPSICO INC
-$36.4K
1,625
-19%
增持
EW
EDWARDS LIFESCIENCES CORP
+$35.7K
169,583
+1%
减持
—
AMCOR PLC
-$22.6K
11,189
-10%
增持
UAVS
AGEAGLE AERIAL SYS INC NEW
+$22.3K
17,358
+42%
增持
NYF
ISHARES TR
+$19.6K
11,649
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$19.1K
1,632
+0%
减持
MUB
ISHARES TR
-$19.0K
2,280
-9%
减持
BX
BLACKSTONE INC
-$13.8K
2,292
-15%
减持
SPY
SPDR S&P 500 ETF TR
+$12.4K
730
-5%
增持
VTV
VANGUARD INDEX FDS
+$12.3K
1,179
+0%
增持
NFLX
NETFLIX INC
-$12.1K
325
+8%
建仓
ALT
ALTIMMUNE INC
+$11.7K
25,500
减持
TFC
TRUIST FINL CORP
+$11.5K
9,831
-3%
增持
LLY
ELI LILLY & CO
+$4.9K
9,371
+2%
减持
IAU
ISHARES GOLD TR
+$4.4K
11,744
-14%
减持
O
REALTY INCOME CORP
-$588
5,250
-5%
减持
AMZN
AMAZON COM INC
+$522
138,195
-0%
