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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 38
增持 74
减持 29
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$14.3M
569,718
+3%
增持
GOOG
ALPHABET INC
+$13.5M
154,159
+8%
增持
GOOGL
ALPHABET INC
+$12.5M
118,966
+17%
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
LLY
ELI LILLY & CO
+$12.5M
18,265
+95%
减持
STZ
CONSTELLATION BRANDS INC
-$11.6M
6,235
-93%
建仓
CPRT
COPART INC
+$9.6M
244,513
建仓
UNP
UNION PAC CORP
+$5.4M
23,474
增持
PAYX
PAYCHEX INC
+$5.1M
106,620
+97%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.4M
54,493
+19%
增持
AMZN
AMAZON COM INC
+$4.4M
150,339
+9%
增持
MSFT
MICROSOFT CORP
+$4.0M
125,782
+15%
增持
NVDA
NVIDIA CORPORATION
+$3.8M
193,451
+12%
增持
GLD
SPDR GOLD TR
+$3.7M
12,765
+226%
增持
JPM
JPMORGAN CHASE & CO.
+$3.6M
99,551
+10%
增持
JNJ
JOHNSON & JOHNSON
+$3.4M
24,717
+165%
增持
LRCX
LAM RESEARCH CORP
+$3.3M
87,762
+0%
减持
NKE
NIKE INC
-$3.2M
80,296
-33%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.0M
44,164
+1%
减持
NSC
NORFOLK SOUTHN CORP
-$2.7M
15,663
-35%
建仓
KO
COCA COLA CO
+$2.5M
36,065
增持
ABBV
ABBVIE INC
+$2.5M
18,569
+148%
建仓
—
EATON CORP PLC
+$2.5M
7,859
减持
RYAAY
RYANAIR HOLDINGS PLC
+$2.5M
213,449
-1%
建仓
HD
HOME DEPOT INC
+$2.5M
7,193
减持
NEM
NEWMONT CORP
+$2.3M
156,783
-1%
减持
MRK
MERCK & CO INC
+$2.3M
110,343
-0%
增持
CSCO
CISCO SYS INC
+$2.2M
39,145
+239%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.2M
778,664
+7%
建仓
GD
GENERAL DYNAMICS CORP
+$2.1M
6,359
增持
SCHW
SCHWAB CHARLES CORP
+$2.1M
248,988
+4%
增持
PG
PROCTER AND GAMBLE CO
+$2.1M
23,170
+188%
减持
—
CNH INDL N V
-$2.0M
377,817
-26%
增持
RTX
RTX CORPORATION
+$2.0M
120,414
+0%
增持
COST
COSTCO WHSL CORP NEW
+$1.8M
12,009
+30%
减持
RMD
RESMED INC
-$1.8M
48,981
-1%
建仓
AXP
AMERICAN EXPRESS CO
+$1.7M
4,657
建仓
SBUX
STARBUCKS CORP
+$1.7M
20,434
建仓
BN
BROOKFIELD CORP
+$1.7M
37,085
增持
V
VISA INC
+$1.7M
66,120
+5%
建仓
CVS
CVS HEALTH CORP
+$1.7M
21,275
增持
PEP
PEPSICO INC
+$1.6M
12,519
+670%
减持
AVGO
BROADCOM INC
+$1.5M
105,762
-0%
增持
CRM
SALESFORCE INC
+$1.5M
50,793
+1%
增持
MCD
MCDONALDS CORP
+$1.4M
6,921
+203%
增持
—
ASML HOLDING N V
+$1.4M
12,968
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.4M
170,877
+1%
增持
SYY
SYSCO CORP
+$1.3M
24,571
+335%
增持
META
META PLATFORMS INC
-$1.3M
56,721
+7%
减持
MDLZ
MONDELEZ INTL INC
-$1.3M
138,632
-1%
增持
BLK
BLACKROCK INC
-$1.3M
13,806
+0%
建仓
GLW
CORNING INC
+$1.3M
14,603
增持
DBND
DOUBLELINE ETF TRUST
+$1.3M
543,338
+6%
建仓
—
ELBIT SYS LTD
+$1.2M
2,140
增持
ICOP
ISHARES TR
+$1.2M
161,238
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.2M
2,517
+327%
建仓
GS
GOLDMAN SACHS GROUP INC
+$1.2M
1,317
增持
—
MEDTRONIC PLC
+$1.1M
43,738
+33%
减持
HSY
HERSHEY CO
-$1.1M
27,976
-15%
减持
LULU
LULULEMON ATHLETICA INC
-$1.1M
18,719
-33%
增持
CCJ
CAMECO CORP
+$1.0M
131,126
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.0M
38,560
+1%
建仓
SHOP
SHOPIFY INC
+$1.0M
6,340
增持
MU
MICRON TECHNOLOGY INC
+$985.1K
7,663
+7%
增持
ITOT
ISHARES TR
+$912.0K
208,515
+1%
建仓
ABT
ABBOTT LABS
+$910.8K
7,270
增持
AEP
AMERICAN ELEC PWR CO INC
+$870.6K
12,770
+139%
建仓
PYPL
PAYPAL HLDGS INC
+$859.5K
14,722
建仓
LQD
ISHARES TR
+$820.9K
7,450
增持
IBKR
INTERACTIVE BROKERS GROUP IN
-$791.0K
189,450
+0%
建仓
WFC
WELLS FARGO CO NEW
+$758.6K
8,140
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$712.3K
77,403
+10%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$708.7K
13,139
建仓
TGT
TARGET CORP
+$698.2K
7,143
建仓
—
IREN LIMITED
+$686.7K
18,180
增持
SPY
SPDR S&P 500 ETF TR
+$665.5K
1,689
+131%
增持
ITB
ISHARES TR
-$659.8K
69,133
+1%
增持
CI
THE CIGNA GROUP
-$637.0K
52,252
+0%
增持
SPG
SIMON PPTY GROUP INC NEW
+$621.2K
21,249
+20%
建仓
NEE
NEXTERA ENERGY INC
+$606.8K
7,558
增持
—
EXXON MOBIL CORP
+$577.0K
14,697
+39%
增持
BAC
BANK AMERICA CORP
+$562.1K
26,678
+52%
增持
AMGN
AMGEN INC
+$553.3K
9,507
+5%
增持
LOW
LOWES COS INC
-$522.5K
55,200
+0%
减持
ADBE
ADOBE INC
-$513.4K
42,965
-3%
建仓
DIS
DISNEY WALT CO
+$491.6K
4,321
减持
WAB
WABTEC
+$487.5K
39,291
-0%
建仓
AMAT
APPLIED MATLS INC
+$460.3K
1,791
增持
NYF
ISHARES TR
+$455.1K
20,119
+73%
增持
RRC
RANGE RES CORP
-$441.8K
204,031
+1%
建仓
COP
CONOCOPHILLIPS
+$427.4K
4,566
增持
SYK
STRYKER CORPORATION
-$404.8K
26,285
+1%
增持
DMBS
DOUBLELINE ETF TRUST
+$392.8K
186,749
+4%
建仓
SHY
ISHARES TR
+$390.8K
4,719
建仓
EBAY
EBAY INC.
+$376.2K
4,319
建仓
IVV
ISHARES TR
+$352.7K
515
增持
DCRE
DOUBLELINE ETF TRUST
+$340.0K
174,523
+4%
增持
ORCL
ORACLE CORP
-$323.1K
14,638
+30%
减持
RTO
RENTOKIL INITIAL PLC
+$293.7K
204,425
-10%
增持
PSX
PHILLIPS 66
+$292.6K
4,793
+100%
建仓
ED
CONSOLIDATED EDISON INC
+$287.6K
2,896
减持
MYN
BLACKROCK MUNIYIELD N Y QUAL
-$269.2K
53,785
-33%
建仓
SO
SOUTHERN CO
+$266.0K
3,050
建仓
PM
PHILIP MORRIS INTL INC
+$265.3K
1,654
建仓
PANW
PALO ALTO NETWORKS INC
+$264.3K
1,435
建仓
PFE
PFIZER INC
+$260.6K
10,467
清仓
BABA
ALIBABA GROUP HLDG LTD
-$258.3K
0
-100%
建仓
B
BARRICK MNG CORP
+$252.7K
5,802
建仓
MMM
3M CO
+$248.3K
1,551
清仓
MUB
ISHARES TR
-$242.8K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$238.4K
121,329
+1%
建仓
DG
DOLLAR GEN CORP NEW
+$236.7K
1,783
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$231.2K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$226.8K
1,935
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$224.0K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$214.9K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$212.6K
6,237
+28%
减持
HIMS
HIMS & HERS HEALTH INC
-$212.6K
6,895
-10%
建仓
GE
GE AEROSPACE
+$210.4K
683
清仓
IBOC
INTERNATIONAL BANCSHARES COR
-$206.3K
0
-100%
清仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$205.6K
0
-100%
清仓
EVRG
EVERGY INC
-$204.9K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$182.3K
69,997
+4%
增持
XOP
SPDR SERIES TRUST
-$156.7K
54,508
+2%
清仓
SLV
ISHARES SILVER TR
-$141.9K
0
-100%
增持
IQLT
ISHARES TR
+$133.8K
64,382
+2%
增持
TSLA
TESLA INC
+$131.0K
9,487
+2%
增持
VWOB
VANGUARD WHITEHALL FDS
+$130.6K
154,589
+0%
增持
NVO
NOVO-NORDISK A S
+$122.4K
262,783
+10%
增持
MINT
PIMCO ETF TR
+$99.3K
4,000
+33%
减持
BX
BLACKSTONE INC
-$82.2K
2,007
-12%
增持
BKNG
BOOKING HOLDINGS INC
-$79.9K
3,170
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$76.0K
12,591
+104%
减持
IAU
ISHARES GOLD TR
+$74.7K
11,449
-3%
减持
NUAI
NEW ERA ENERGY & DIGITAL INC
-$72.0K
14,000
-77%
增持
XLE
SELECT SECTOR SPDR TR
+$67.5K
409,412
+101%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
+$64.3K
2,637
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$63.0K
3,565
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$43.9K
2,138
+142%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$43.5K
1,800
+10%
增持
PFF
ISHARES TR
+$41.5K
18,600
+10%
增持
NFLX
NETFLIX INC
+$40.7K
4,590
+1312%
减持
O
REALTY INCOME CORP
-$40.1K
4,950
-6%
减持
INTC
INTEL CORP
+$33.4K
11,200
-1%
减持
SRE
SEMPRA
-$31.3K
4,137
-6%
减持
TFC
TRUIST FINL CORP
+$31.2K
9,767
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$29.6K
4,201
-8%
减持
TMP
TOMPKINS FINL CORP
+$28.9K
5,630
-2%
增持
WM
WASTE MGMT INC DEL
+$28.5K
2,869
+5%
增持
VTI
VANGUARD INDEX FDS
+$27.7K
2,095
+2%
减持
UAVS
AGEAGLE AERIAL SYS INC NEW
-$26.5K
10,348
-40%
