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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 84
减持 48
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$12.6M
130,159
+3%
减持
NVO
NOVO-NORDISK A S
-$12.4M
25,305
-90%
建仓
MOH
MOLINA HEALTHCARE INC
+$10.0M
74,907
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
VWOB
VANGUARD WHITEHALL FDS
-$9.9M
8,308
-95%
增持
AAPL
APPLE INC
-$9.8M
571,663
+0%
减持
WAB
WABTEC
-$8.1M
1,186
-97%
建仓
NOW
SERVICENOW INC
+$8.0M
76,203
减持
CCJ
CAMECO CORP
-$7.8M
38,825
-70%
增持
—
CNH INDL N V
+$7.2M
970,322
+157%
增持
XLE
SELECT SECTOR SPDR TR
+$6.9M
410,962
+0%
清仓
NKE
NIKE INC
-$5.1M
0
-100%
增持
META
META PLATFORMS INC
-$4.8M
56,995
+0%
减持
RTX
RTX CORPORATION
-$4.7M
89,901
-25%
增持
CVX
CHEVRON CORPORATION
+$4.0M
70,909
+1%
增持
AVGO
BROADCOM INC
-$3.8M
106,142
+0%
增持
ADBE
ADOBE INC
-$3.7M
46,498
+8%
增持
GOOG
ALPHABET INC
-$3.7M
155,749
+1%
增持
BKNG
BOOKING HOLDINGS INC
-$3.4M
3,221
+2%
增持
CRM
SALESFORCE INC
-$3.3M
54,469
+7%
增持
XOP
SPDR SERIES TRUST
+$3.2M
55,544
+2%
增持
COST
COSTCO WHOLESALE CORPORATION
+$3.1M
13,461
+12%
增持
RYAAY
RYANAIR HOLDINGS PLC
-$2.9M
215,679
+1%
减持
LULU
LULULEMON ATHLETICA INC
-$2.9M
6,298
-66%
减持
JPM
JPMORGAN CHASE & CO
-$2.9M
99,312
-0%
增持
V
VISA INC
-$2.7M
67,932
+3%
增持
LLY
ELI LILLY & CO
-$2.5M
18,645
+2%
减持
LRCX
LAM RESEARCH CORP
+$2.3M
81,262
-7%
增持
GOOGL
ALPHABET INC
-$2.3M
121,394
+2%
增持
NVDA
NVIDIA CORPORATION
-$2.1M
195,035
+1%
增持
RRC
RANGE RES CORP
+$2.0M
204,170
+0%
增持
AMZN
AMAZON COM INC
-$2.0M
156,920
+4%
增持
PAYX
PAYCHEX INC
-$2.0M
108,498
+2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.9M
122,905
+1%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
27,683
+12%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.5M
819,204
+5%
减持
MRK
MERCK & CO INC
+$1.5M
109,150
-1%
增持
DBND
DOUBLELINE ETF TRUST
+$1.4M
581,228
+7%
增持
BLK
BLACKROCK INC
-$1.4M
13,904
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$1.4M
38,749
+0%
减持
ITOT
ISHARES TR
-$1.3M
208,360
-0%
增持
HON
HONEYWELL INTL INC
+$1.2M
31,305
+4%
增持
SCHW
SCHWAB CHARLES CORP
-$1.2M
252,183
+1%
减持
NEM
NEWMONT CORP
+$1.1M
154,588
-1%
增持
GLD
SPDR GOLD TR
+$989.3K
14,056
+10%
增持
—
EXXON MOBIL CORP
+$906.9K
15,770
+7%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$892.9K
76,788
-1%
减持
ORCL
ORACLE CORP
-$876.2K
13,438
-8%
减持
TSLA
TESLA INC
-$847.5K
9,197
-3%
减持
RMD
RESMED INC
-$832.6K
48,848
-0%
增持
ICOP
ISHARES TR
+$801.1K
167,003
+4%
增持
GLW
CORNING INC
+$800.7K
15,293
+5%
增持
MDLZ
MONDELEZ INTL INC
+$687.8K
141,401
+2%
增持
EW
EDWARDS LIFESCIENCES CORP
-$653.5K
173,748
+2%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$652.1K
191,377
+1%
减持
HSY
HERSHEY CO
+$579.4K
27,276
-3%
增持
SYK
STRYKER CORPORATION
-$571.1K
26,377
+0%
增持
KO
COCA COLA CO
+$565.9K
40,594
+13%
减持
—
ELBIT SYS LTD
+$517.1K
2,065
-4%
增持
UNP
UNION PAC CORP
+$506.7K
24,469
+4%
增持
DMBS
DOUBLELINE ETF TRUST
+$478.9K
197,487
+6%
减持
CI
THE CIGNA GROUP
-$459.8K
52,189
-0%
增持
GD
GENERAL DYNAMICS CORP
+$458.1K
7,572
+19%
增持
CPRT
COPART INC
-$452.0K
274,718
+12%
增持
DCRE
DOUBLELINE ETF TRUST
+$409.2K
182,196
+4%
增持
AEP
AMERICAN ELEC PWR CO INC
+$391.4K
14,220
+11%
减持
MU
MICRON TECHNOLOGY INC
+$388.3K
7,623
-1%
减持
RTO
RENTOKIL INITIAL PLC
+$358.6K
202,698
-1%
增持
NFLX
NETFLIX INC.
+$353.3K
8,150
+78%
减持
—
ASML HLDG NV
+$344.7K
10,765
-17%
增持
PG
PROCTER & GAMBLE CO
+$341.0K
25,349
+9%
减持
BBIO
BRIDGEBIO PHARMA INC
-$332.0K
5,050
-59%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$322.2K
44,117
-0%
增持
PSX
PHILLIPS 66
+$320.5K
5,154
+8%
清仓
BX
BLACKSTONE INC
-$309.4K
0
-100%
增持
ITB
ISHARES TR
-$293.1K
70,286
+2%
增持
PEP
PEPSICO INC
+$289.5K
13,434
+7%
增持
TGT
TARGET CORP
+$284.5K
8,108
+14%
减持
PYPL
PAYPAL HLDGS INC
-$276.1K
12,897
-12%
增持
COP
CONOCOPHILLIPS
+$267.3K
5,263
+15%
清仓
PANW
PALO ALTO NETWORKS INC
-$264.3K
0
-100%
建仓
AEM
AGNICO EAGLE MINES LTD
+$263.9K
1,300
增持
AMGN
AMGEN INC
+$263.2K
9,592
+1%
增持
SBUX
STARBUCKS CORP
+$262.2K
22,134
+8%
增持
LQD
ISHARES TR
+$258.1K
9,900
+33%
增持
ISRG
INTUITIVE SURGICAL INC
-$253.7K
2,542
+1%
减持
BAC
BANK AMERICA CORP
-$250.3K
24,965
-6%
增持
LOW
LOWES COS INC
-$241.4K
55,319
+0%
增持
CSCO
CISCO SYS INC
+$233.0K
41,865
+7%
清仓
MA
MASTERCARD INCORPORATED
-$229.2K
0
-100%
增持
NYF
ISHARES TR
+$223.8K
24,479
+22%
清仓
NPO
ENPRO INC
-$222.5K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$222.4K
900
建仓
EVRG
EVERGY INC
+$220.9K
2,696
建仓
CYTK
CYTOKINETICS INC
+$213.5K
3,240
建仓
WMT
WALMART INC
+$210.4K
1,693
清仓
QUAL
ISHARES TR
-$210.4K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$208.8K
6,386
+37%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$202.7K
3,600
建仓
IBOC
INTERNATIONAL BANCSHARES COR
+$201.9K
3,000
建仓
IXUS
ISHARES TR
+$200.2K
2,311
减持
CVS
CVS HEALTH CORP
-$199.9K
20,725
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$196.6K
57,570
+6%
增持
—
MEDTRONIC PLC
-$193.0K
46,261
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$192.5K
3,331
-1%
增持
IQLT
ISHARES TR
+$186.3K
67,325
+5%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$181.7K
2,537
-4%
减持
—
EATON CORP PLC
+$177.2K
7,494
-5%
减持
XLK
SELECT SECTOR SPDR TR
-$172.7K
12,340
-2%
减持
ABT
ABBOTT LABORATORIES
-$171.1K
7,205
-1%
增持
AMAT
APPLIED MATLS INC
+$169.0K
1,841
+3%
增持
SOFI
SOFI TECHNOLOGIES INC
-$153.3K
15,585
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$128.4K
13,802
+5%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$115.8K
1,960
+3%
减持
VTI
VANGUARD INDEX FDS
-$97.6K
1,885
-10%
增持
SO
SOUTHERN CO
+$96.0K
3,750
+23%
减持
PNC
PNC FINL SVCS GROUP INC
-$94.0K
8,285
-5%
清仓
—
AMCOR PLC
-$92.5K
0
-100%
增持
INTC
INTEL CORP
+$89.8K
11,400
+2%
增持
EBAY
EBAY INC.
+$89.7K
5,119
+19%
增持
SHY
ISHARES TR
+$87.6K
5,794
+23%
增持
ABBV
ABBVIE INC
-$87.5K
19,106
+3%
增持
ED
CONSOLIDATED EDISON INC
+$85.4K
3,296
+14%
增持
SYY
SYSCO CORP
+$85.2K
26,578
+8%
减持
QQQ
INVESCO QQQ TR
-$75.9K
1,747
-1%
增持
HIMS
HIMS & HERS HEALTH INC
+$75.6K
14,427
+109%
减持
IVV
ISHARES TR
-$66.0K
439
-15%
减持
GIL
GILDAN ACTIVEWEAR INC
-$65.5K
8,700
-1%
增持
WFC
WELLS FARGO & CO
+$63.2K
10,323
+27%
增持
MCD
MCDONALDS CORP
+$59.0K
6,996
+1%
减持
IAU
ISHARES GOLD TR
+$57.8K
11,197
-2%
减持
STZ
CONSTELLATION BRANDS INC
+$57.5K
6,118
-2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$44.4K
20,849
-2%
增持
ULTA
ULTA BEAUTY INC
-$40.7K
715
+4%
增持
BN
BROOKFIELD CORP
+$37.2K
42,972
+16%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$35.4K
2,046
+9%
减持
IEMG
ISHARES INC
+$34.9K
22,882
-1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$34.5K
1,718
+2%
减持
J
JACOBS SOLUTIONS INC
-$34.0K
1,710
-10%
清仓
—
FUBOTV INC
-$32.9K
0
-100%
减持
B
BARRICK MNG CORP
-$32.3K
5,402
-7%
减持
XLV
SELECT SECTOR SPDR TR
-$30.3K
2,394
-3%
增持
HD
HOME DEPOT INC
-$26.8K
7,445
+4%
增持
DIS
DISNEY WALT CO
-$26.0K
4,831
+12%
减持
SR
SPIRE INC
-$23.7K
3,300
-15%
减持
MMM
3M CO
-$23.4K
1,549
-0%
减持
UPS
UNITED PARCEL SVCS INC
-$23.3K
6,052
-3%
增持
AGG
ISHARES TR
+$19.0K
9,173
+3%
减持
PFE
PFIZER INC
+$16.0K
9,852
-6%
减持
TMP
TOMPKINS FINL CORP
+$15.9K
5,380
-4%
增持
—
IREN LIMITED
-$12.4K
19,670
+8%
