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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 16
增持 81
减持 45
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
JAAA
Janus Henderson Investors US LLC
-$2.5M
136,660
+310491%
减持
HYT
BlackRock Advisors LLC
-$2.2M
7,327
-96%
建仓
EIC
Eagle Point Credit Management LLC/USA
+$2.2M
160,870
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
BALT
Innovator Capital Management LLC
+$1.4M
137,053
+91269%
增持
ARKK
ARK Investment Management LLC
+$1.2M
42,895
+2949%
增持
NVDA
NVIDIA Corp
+$1.1M
19,713
+7%
增持
MSFT
MICROSOFT CORP
+$1.0M
8,411
+2%
建仓
IGI
LEGG MASON PARTNERS FUND ADVISOR LLC
+$986.7K
59,514
建仓
PHK
PIMCO
+$982.3K
204,651
建仓
PFN
Pacific Investment Management Co LLC
+$980.6K
132,698
增持
ALAI
Fred Alger Management LLC
+$967.1K
39,402
+39302%
增持
BJUN
Innovator Capital Management LLC
-$963.6K
2,955
+216%
增持
DFP
Flaherty & Crumrine Inc
-$922.9K
93,985
+2792%
清仓
VBF
Invesco Advisers Inc/USA
-$916.5K
0
-100%
建仓
FRTY
Fred Alger Management LLC
+$895.3K
46,596
增持
MOAT
VANECK VECTORS ETF
-$836.9K
12,208
+2991%
建仓
TSI
TCW Investment Management Co LLC
+$772.3K
158,266
增持
MSD
Morgan Stanley Investment Management Inc
-$760.2K
194,378
+1079778%
增持
ARCC
Ares Capital Corp
+$714.1K
41,468
+1036600%
增持
DSU
BlackRock Advisors LLC
-$695.5K
95,870
+330486%
增持
SFLR
Innovator Capital Management LLC
+$664.0K
50,248
+128%
增持
TSLA
Tesla Inc
+$652.9K
10,966
+0%
减持
SDVD
First Trust Advisors LP
+$601.9K
57,340
-53%
增持
SDVY
First Trust Advisors LP
-$600.3K
8,368
+0%
增持
BXSL
BLACKSTONE SECD LN
+$586.3K
25,370
+8301%
增持
MTUM
BlackRock Fund Advisors
+$571.3K
14,652
+95%
减持
AAPL
Apple Inc
-$530.6K
16,431
-13%
增持
OCSL
Oaktree Specialty Lending Corp
+$525.8K
73,216
+138043%
增持
GPIX
Goldman Sachs Asset Management LP
-$501.8K
7,533
+2411%
建仓
FSK
FS KKR Capital Corp
+$500.6K
24,123
建仓
CGBD
Carlyle Secured Lending Inc
+$476.1K
34,802
增持
HOOD
Robinhood Markets Inc
+$459.3K
5,218
+773%
建仓
MPV
Babson Capital Management LLC/
+$438.1K
21,783
增持
VT
VANGUARD ETF/USA
+$431.8K
27,819
+318%
增持
OBDC
Blue Owl Capital Corp
+$402.7K
68,179
+158456%
减持
CALF
Pacer Advisors Inc
-$378.6K
3,346
-37%
减持
VEA
Vanguard Group Inc/The
+$370.8K
79,003
-7%
减持
RWJ
Invesco Capital Management LLC
-$356.1K
3,270
-89%
增持
MCI
Barings LLC
-$337.5K
2,613
+774%
减持
UNH
UnitedHealth Group Inc
-$314.6K
981
-13%
增持
QFLR
Innovator Capital Management LLC
+$313.0K
30,414
+59535%
增持
RDVI
First Trust Advisors LP
+$308.5K
128,883
+2527%
增持
VIG
VANGUARD ETF/USA
+$288.9K
18,237
+444%
增持
TSM
TSMC
+$253.2K
3,266
+14%
增持
MMD
New York Life Investment Management LLC
+$252.1K
48,382
+21120%
减持
VUG
Vanguard ETF/USA
+$243.0K
3,261
-48%
增持
VFL
Delaware Management Co
-$239.3K
24,200
+28710%
增持
IVV
ISHARES
+$233.1K
3,322
+6680%
建仓
MGNR
American Beacon Advisors Inc
+$206.8K
6,225
增持
NFLX
NETFLIX INC
+$203.2K
525
+2%
减持
AMZN
Amazon.com Inc
+$199.9K
8,006
-3%
清仓
CEW
WisdomTree Asset Management Inc
-$198.6K
0
-100%
减持
META
Meta Platforms Inc
+$196.5K
1,322
-3%
增持
EPD
Enterprise Products Partners L
-$191.5K
61,190
+77356%
增持
VIGI
Vanguard ETF/USA
+$189.1K
33,752
+20111%
增持
JEPI
JP Morgan Investment Management Inc
+$183.0K
66,871
+191%
增持
PRFZ
Invesco Capital Management LLC
+$178.2K
29,964
+71243%
增持
JEPQ
JP Morgan Investment Management Inc
+$170.0K
39,801
+1285%
建仓
—
Pacific Investment Management Co LLC
+$169.4K
27,190
增持
SCHM
Charles Schwab Investment Management Inc
+$165.7K
44,372
+407%
增持
QQQ
Invesco Capital Management LLC
+$160.6K
1,539
+181%
减持
SE
Sea Ltd
+$158.2K
3,724
-46%
增持
MFIC
MidCap Financial Investment Co
-$155.9K
63,341
+2111267%
增持
FNDF
Charles Schwab Investment Management Inc
+$154.4K
62,965
+3%
增持
VWO
VANGUARD ETF/USA
+$140.1K
37,632
+19%
减持
IEMG
BlackRock Fund Advisors
+$133.7K
8,995
-40%
增持
GBAB
Guggenheim Partners Investment Management LLC
-$132.3K
52,493
+308682%
增持
TLN
Talen Energy Corp
+$129.4K
691
+145%
减持
—
Spotify Technology SA
+$126.9K
518
-10%
增持
GBDC
Golub Capital BDC Inc
+$124.6K
67,149
+14789%
增持
FNDX
Charles Schwab Investment Management Inc
+$124.5K
63,933
+6797%
减持
BHP
BHP BILLITON LTD
-$124.4K
484
-84%
增持
AMD
ADVANCED MICRO DEV
+$121.1K
2,438
+20%
减持
ANET
Arista Networks Inc
-$120.1K
818
-98%
减持
AVGO
Broadcom Inc
+$119.8K
1,610
-12%
增持
CGDV
Capital Research and Management Co
+$118.0K
10,625
+21%
清仓
MUC
BlackRock Funds/Closed-End/USA
-$117.4K
0
-100%
减持
ISRG
Intuitive Surgical Inc
-$116.3K
310
-41%
减持
CP
Canadian Pacific Kansas City L
-$115.0K
791
-64%
减持
DDOG
Datadog Inc
-$112.1K
149
-88%
减持
BDX
BECTON DICKINSON
-$109.9K
48
-95%
增持
PRF
Invesco Capital Management LLC
-$107.1K
32,736
+5356%
增持
GOOG
Alphabet Inc
+$105.1K
3,527
+7%
增持
SKYY
First Trust Advisors LP
+$102.4K
3,236
+3496%
增持
ZM
Zoom Communications Inc
+$102.1K
1,340
+9471%
建仓
DOCU
Docusign Inc
+$101.3K
1,300
增持
MGC
VANGUARD ETF/USA
+$100.7K
3,449
+721%
减持
MCD
MCDONALD'S CORP
-$99.6K
4,763
-1%
增持
CRWD
Crowdstrike Holdings Inc
+$97.3K
407
+84%
减持
NVO
Novo Holdings A/S
-$96.1K
4,257
-24%
减持
ENTG
Entegris Inc
-$96.1K
51
-96%
增持
SCHX
Charles Schwab Investment Management Inc
+$95.8K
24,783
+739%
增持
ORCL
ORACLE CORP
+$94.8K
1,149
+2%
增持
SMMU
Pacific Investment Management Co LLC
+$94.4K
7,157
+35685%
增持
PLD
Prologis Inc
+$94.0K
1,241
+266%
减持
NEM
Newmont Corp
-$93.8K
145
-93%
减持
O
REALTY INCOME CORP
-$93.6K
3,470
-33%
清仓
ARKQ
ARK Investment Management LLC
-$93.2K
0
-100%
清仓
ROBT
First Trust Advisors LP
-$91.9K
0
-100%
增持
MTN
Vail Resorts Inc
+$91.4K
1,600
+1019%
增持
REGN
REGENERON PHARMACEUTICALS
+$90.8K
179
+8%
增持
—
Nebius Group NV
+$90.5K
2,059
+21%
建仓
SCHF
Charles Schwab Investment Management Inc
+$89.6K
4,056
减持
MELI
MercadoLibre Inc
+$87.0K
143
-36%
增持
DIS
Walt Disney Co/The
+$86.3K
3,357
+5%
减持
CROX
Crocs Inc
-$85.4K
80
-92%
减持
TMO
Thermo Fisher Scientific Inc
-$85.3K
526
-6%
增持
EEMV
BlackRock Fund Advisors
+$85.2K
21,337
+11249%
增持
PDI
Pacific Investment Management Co LLC
+$81.5K
17,451
+91747%
减持
HELO
JP Morgan Investment Management Inc
+$81.4K
4,040
-94%
减持
GEHC
GE HealthCare Technologies Inc
-$81.2K
10
-99%
减持
GOOGL
ALPHABET INC
+$78.7K
5,083
-7%
增持
BUFR
First Trust Advisors LP
+$77.3K
32,010
+2060%
减持
SPGP
Invesco Capital Management LLC
+$73.5K
5,061
-82%
增持
HIGH
Simplify Asset Management Inc
-$71.7K
6,535
+32%
增持
FNDE
Charles Schwab Investment Management Inc
+$70.3K
41,818
+418080%
增持
VFC
VF Corp
-$69.9K
22,660
+18942%
减持
INTC
Intel Corp
-$69.5K
106
-97%
减持
VOO
VANGUARD
+$66.3K
474
-16%
增持
SHOP
SHOPIFY INC
+$65.6K
1,096
+502%
减持
CVX
Chevron Corp
-$64.3K
1,955
-6%
减持
GEV
GE Vernova Inc
+$64.0K
358
-62%
增持
VST
Vistra Corp
+$63.9K
534
+111%
增持
—
CRISPR Therapeutics AG
+$63.8K
4,137
+82640%
清仓
KAPR
Innovator ETF Trust
-$63.7K
0
-100%
减持
JPM
JPMorgan Chase & Co
+$63.5K
1,357
-86%
减持
XMMO
Invesco Capital Management LLC
+$62.2K
3,490
-91%
减持
VRT
Vertiv Holdings Co
+$58.5K
936
-96%
增持
PIE
Invesco Capital Management LLC
+$56.7K
20,495
+12321%
建仓
NFEB
Innovator Capital Management LLC
+$56.3K
2,170
增持
SNOW
Snowflake Inc
+$53.0K
545
+16%
增持
PM
PHILIP MORRIS INTL
+$52.3K
2,295
+3%
减持
SEIM
SEI Investments Management Corp
+$51.7K
7,109
-11%
清仓
APA
APA Corp
-$50.4K
0
-100%
清仓
VCIT
VANGUARD ETF/USA
-$49.9K
0
-100%
增持
INTU
Intuit Inc
+$48.8K
143
+120%
减持
SPLV
Invesco Capital Management LLC
-$48.6K
10,102
-51%
减持
MRK
Merck & Co Inc
-$48.2K
1,032
-25%
增持
MOTI
Van Eck Associates Corp
-$47.9K
30,188
+34%
减持
WMB
Williams Cos Inc/The
-$47.4K
2,237
-28%
增持
CION
CION Investment Corp
+$46.6K
52,245
+208880%
减持
NOW
ServiceNow Inc
+$45.4K
213
-11%
增持
ORLY
O'Reilly Automotive Inc
+$45.3K
1,345
+841%
增持
NIM
Nuveen Fund Advisors LLC
-$44.1K
146,796
+112%
增持
OKE
ONEOK Inc
-$43.7K
2,077
+13747%
建仓
PFD
Flaherty & Crumrine Inc
+$43.2K
3,820
增持
TOST
Toast Inc
+$43.0K
1,007
+2356%
建仓
CGGE
Capital Research and Management Co
+$42.3K
1,450
减持
SCHA
Charles Schwab Investment Management Inc
+$42.3K
10,198
-85%
增持
NET
Cloudflare Inc
+$41.5K
253
+278%
