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Whipplewood Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Whipplewood Advisors, LLC
报告期 2026-03-31 · CIK 0002052510
持仓数
1,065
前50大市值合计
$130.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 13
增持 38
减持 94
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
JAAA
Janus Detroit Street Trust
-$2.4M
44
-100%
减持
TSLA
Tesla Inc
-$2.0M
10,957
-9%
减持
JEPI
JP Morgan Investment Management Inc
+$1.4M
22,966
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。
-40%
清仓
PMAY
Innovator Capital Management LLC
-$1.1M
0
-100%
减持
EOCT
Innovator ETF Trust
-$1.1M
206
-100%
清仓
BUFD
First Trust Advisors LP
-$986.4K
0
-100%
减持
BALT
Innovator ETF Trust
+$892.2K
150
-100%
减持
NVDA
NVIDIA Corp
-$760.2K
18,468
-12%
建仓
JULH
Innovator ETF Trust
+$713.0K
29,015
建仓
APRH
Innovator ETF Trust
+$712.0K
29,244
建仓
OCTH
Innovator ETF Trust
+$710.7K
28,722
建仓
JANH
Innovator ETF Trust
+$709.8K
32,583
增持
AAPL
Apple Inc
-$592.1K
18,981
+6%
清仓
KOCT
Innovator Capital Management LLC
-$586.1K
0
-100%
减持
KAPR
Innovator ETF Trust
-$583.6K
1,180
-94%
建仓
OBDC
Blue Owl Capital Corp
+$575.0K
43
减持
MSFT
MICROSOFT CORP
-$568.3K
8,217
-7%
清仓
—
Blue Owl Capital Corp III
-$554.4K
0
-100%
清仓
PFEB
Innovator Capital Management LLC
-$483.3K
0
-100%
增持
JPST
JP Morgan ETFs/USA
+$469.9K
57,718
+477%
建仓
XYLG
Global X ETFs/USA
+$461.7K
53
减持
ARKK
ARK Investment Management LLC
-$386.5K
1,407
-96%
减持
APP
AppLovin Corp
-$368.6K
3,750
-13%
减持
AMZN
Amazon.com Inc
-$331.3K
8,265
-4%
减持
FNDF
Charles Schwab Investment Management Inc
+$315.4K
61,177
-1%
减持
EDV
Vanguard ETF/USA
-$262.9K
93
-98%
增持
VEA
Vanguard ETF/USA
+$255.2K
84,690
+4%
减持
VIGI
Vanguard ETF/USA
+$222.3K
167
-99%
增持
SE
Sea Ltd
+$216.8K
6,895
+232%
建仓
ANET
Arista Networks Inc
+$203.8K
41,612
增持
GOOGL
ALPHABET INC
-$199.6K
5,438
+1%
减持
WEA
Western Asset Management Co
+$179.9K
85,024
-67%
减持
TSM
TSMC
-$175.6K
2,866
-15%
减持
VFC
VF Corp
-$171.6K
119
-99%
减持
EPD
Enterprise Products Partners L
+$170.1K
79
-100%
减持
FICO
Fair Isaac Corp
-$169.5K
33
-71%
减持
AVGO
Broadcom Inc
-$153.4K
1,823
-11%
减持
MOTI
VanEck ETFs/USA
+$146.6K
22,522
-28%
减持
FNDE
Schwab Strategic Trust
+$142.8K
10
-100%
增持
—
Spotify Technology SA
+$137.3K
577
+94%
减持
DDOG
Datadog Inc
-$136.6K
1,195
-36%
增持
GEV
GE Vernova Inc
-$135.0K
944
+19%
减持
MOAT
VANECK VECTORS ETF
-$133.5K
395
-98%
增持
VRTX
Vertex Pharmaceuticals Inc
+$131.7K
584
+75%
减持
MTUM
BlackRock Fund Advisors
-$125.4K
7,528
-49%
减持
NVO
Novo Holdings A/S
-$125.1K
5,567
-7%
减持
VWO
VANGUARD ETF/USA
+$123.1K
31,702
-13%
增持
VUG
Vanguard ETF/USA
-$120.6K
6,317
+98%
减持
PRFZ
Invesco ETFs/USA
-$115.9K
42
-100%
建仓
LRCX
Lam Research Corp
+$113.0K
1,055
减持
JEPQ
JP Morgan ETFs/USA
-$112.6K
2,873
-92%
减持
BAH
Booz Allen Hamilton Holding Co
-$107.9K
22
-98%
减持
IVV
ISHARES
-$105.4K
49
-99%
减持
RDVI
First Trust ETFs/USA
-$103.8K
4,907
-96%
减持
NOW
ServiceNow Inc
-$95.7K
238
-6%
减持
PM
PHILIP MORRIS INTL
+$95.6K
2,225
-1%
减持
CALF
Pacer ETFs/USA
-$93.1K
5,291
-62%
减持
BUFR
First Trust ETFs/USA
-$87.8K
1,482
-96%
减持
NIM
Nuveen Closed-End Funds/USA
+$86.0K
69,299
-53%
减持
GBAB
Guggenheim Partners Investment Management LLC
+$83.4K
17
-100%
减持
SCHM
Charles Schwab Investment Management Inc
-$82.8K
8,746
-79%
增持
GOOG
Alphabet Inc
-$82.4K
3,288
+4%
增持
—
Eaton Corp PLC
-$80.5K
17,024
+4073%
减持
EFAX
State Street ETF/USA
+$80.3K
335
-98%
减持
RDDT
Reddit Inc
-$79.5K
197
-74%
减持
TTD
Trade Desk Inc/The
-$79.3K
40
-95%
减持
MSD
Morgan Stanley Funds/Closed-En
+$76.7K
18
-100%
减持
SFLR
Innovator ETF Trust
-$75.5K
22,012
-35%
减持
ILMN
Illumina Inc
-$75.4K
760
-26%
减持
SKYY
First Trust Advisors LP
-$75.2K
90
-97%
增持
JNJ
Johnson & Johnson
+$70.5K
1,636
+5%
减持
EEMV
iShares ETFs/USA
+$68.8K
188
-99%
增持
MELI
MercadoLibre Inc
+$65.7K
223
+72%
减持
GE
General Electric Co
-$63.8K
1,489
-29%
减持
WELL
WELLTOWER INC COM
+$63.7K
2,765
-5%
减持
DAL
Delta Air Lines Inc
-$63.2K
200
-82%
减持
V
VISA INC
+$62.7K
1,992
-1%
增持
RWJ
Invesco Capital Management LLC
-$61.9K
28,629
+134%
减持
ARKG
ARK Investment Management LLC
-$60.9K
1,366
-89%
减持
CDNS
Cadence Design Systems Inc
-$60.2K
460
-12%
增持
IEFA
ISHARES
+$57.3K
21,884
+309%
增持
SPLV
Invesco Capital Management LLC
+$56.9K
20,490
+97%
增持
CRWD
Crowdstrike Holdings Inc
+$56.6K
221
+42%
减持
AMD
ADVANCED MICRO DEV
-$55.7K
2,029
-13%
减持
SDVY
First Trust ETFs/USA
-$55.4K
8,350
-69%
增持
SHOP
SHOPIFY INC
+$55.2K
182
+243%
减持
GPIX
Goldman Sachs ETF Trust
-$54.9K
300
-98%
增持
WSM
Williams-Sonoma Inc
-$54.3K
2,012
+0%
增持
—
CyberArk Software Ltd
+$52.9K
80
+135%
减持
DFP
Flaherty & Crumrine Inc
+$51.3K
3,250
-98%
减持
BJUN
Innovator ETF Trust
-$50.7K
935
-97%
减持
FRPT
Freshpet Inc
-$50.6K
417
-28%
减持
PANW
Palo Alto Networks Inc
-$50.3K
2
-100%
建仓
VCIT
VANGUARD ETF/USA
+$49.9K
914
增持
CVX
Chevron Corp
+$47.5K
2,073
+1%
减持
VT
VANGUARD ETF/USA
+$47.0K
6,656
-75%
减持
—
Global-e Online Ltd
-$46.5K
549
-54%
减持
QFLR
Innovator ETF Trust
-$46.4K
51
-100%
增持
VRT
Vertiv Holdings Co
-$45.4K
22,373
+2273%
增持
ALAB
Astera Labs Inc
-$45.1K
614
+24%
减持
SCHX
Charles Schwab Investment Management Inc
-$44.7K
2,953
-88%
增持
ADBE
Adobe Inc
-$43.8K
955
+25%
增持
CGDV
Capital Research and Managemen
+$42.0K
8,752
+19%
减持
NTRA
Natera Inc
-$41.5K
753
-20%
减持
USB
US Bancorp
-$41.1K
7,314
-3%
减持
BCD
Aberdeen Standard Investments
+$40.9K
12
-100%
减持
BAB
Invesco Capital Management LLC
+$40.0K
4,721
-83%
减持
RGA
Reinsurance Group of America I
-$39.8K
611
-1%
增持
AJG
Arthur J Gallagher & Co
+$39.7K
1,013
+18%
减持
DIS
Walt Disney Co/The
-$38.4K
3,212
-3%
减持
MNST
Monster Beverage Corp
+$38.3K
136
-51%
减持
DKNG
DraftKings Inc
-$37.8K
2,228
-37%
建仓
IOT
Samsara Inc
+$37.5K
243
增持
KMB
KIMBERLY-CLARK CP
+$37.3K
305
+330%
减持
MO
ALTRIA GROUP INC
+$37.0K
5,477
-2%
减持
MCI
Barings LLC
+$36.8K
299
-98%
减持
ALAI
Alger ETF Trust/The
-$36.2K
100
-99%
增持
ABBV
AbbVie Inc
+$35.7K
2,338
+116%
减持
QQQ
Invesco Capital Management LLC
-$35.5K
547
-61%
减持
HEEM
BlackRock Fund Advisors
+$35.5K
580
-96%
增持
XMMO
Invesco Capital Management LLC
-$35.3K
36,892
+980%
减持
META
Meta Platforms Inc
-$35.2K
1,365
-2%
减持
COR
Cencora Inc
+$34.4K
544
-11%
增持
MCK
MCKESSON CORP
+$34.3K
807
+85%
减持
—
AstraZeneca PLC
+$33.3K
3,718
-5%
减持
PREF
Principal Exchange-Traded Fund
+$33.2K
700
-97%
减持
VKI
Van Kampen Funds/Closed-end/US
-$32.4K
76,404
-28%
减持
TFC
Truist Financial Corp
-$32.3K
7,115
-5%
减持
PDI
PIMCO Funds/Closed-End/USA
+$32.1K
19
-100%
减持
VBF
Invesco Advisers Inc/USA
+$32.0K
1,468
-97%
减持
JPRE
JP Morgan ETFs/USA
+$31.8K
3,433
-55%
增持
SDVD
First Trust ETFs/USA
-$31.8K
121,257
+331%
增持
RTX
RTX Corp
+$31.7K
1,561
+0%
减持
MGC
VANGUARD ETF/USA
-$31.6K
420
-87%
减持
ET
Energy Transfer LP
-$29.7K
4
-100%
增持
NVS
Novartis AG
+$29.5K
1,617
+8%
减持
JIRE
JP Morgan ETFs/USA
+$29.4K
46
-99%
增持
ORCL
ORACLE CORP
-$29.2K
1,122
+1%
减持
BXMT
Blackstone Mortgage Trust Inc
+$29.1K
5,989
-43%
增持
SHEL
Shell PLC
+$28.5K
2,269
+3%
增持
VTV
Vanguard ETF/USA
+$28.1K
17,975
+187%
减持
FNDX
Charles Schwab Investment Management Inc
-$28.1K
927
-99%
减持
MFIC
MidCap Financial Investment Co
+$27.8K
3
-100%
增持
SPGP
Invesco ETFs/USA
-$27.8K
27,480
+477%
建仓
BLK
Blackrock Inc
+$27.4K
14
减持
MTN
Vail Resorts Inc
-$27.4K
143
-86%
减持
MRK
Merck & Co Inc
-$27.3K
1,379
-13%
建仓
FIX
Comfort Systems USA Inc
+$26.8K
43
建仓
IUSB
BlackRock Fund Advisors
+$26.7K
44
增持
GDDY
GoDaddy Inc
-$26.5K
19,425
+2446%
