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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 92
减持 35
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
NPFE
ELEVATION SERIES TRUST
+$10.9M
449,083
增持
JAAA
JANUS DETROIT STR TR
+$9.5M
343,726
+122%
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$7.8M
150,354
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。
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$1.0M
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$945.4K
18,241
-26%
增持
TSLA
TESLA INC
-$768.1K
10,399
+1%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$659.6K
6,046
减持
OWL
BLUE OWL CAPITAL INC
-$611.7K
1,574
-96%
增持
NVDA
NVIDIA CORPORATION
+$589.2K
12,823
+45%
减持
IVV
ISHARES TR
-$484.5K
2,295
-21%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$421.2K
1,473
+485%
减持
ARKK
ARK ETF TR
-$417.8K
41,676
-1%
清仓
TRIN
TRINITY CAP INC
-$415.0K
0
-100%
增持
BX
BLACKSTONE INC
+$388.7K
6,073
+202%
清仓
XMQTX
BLACKROCK MUNIYIELD QUALITY
-$356.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$349.6K
52,208
+9%
增持
MSFT
MICROSOFT CORP
-$336.0K
4,782
+10%
建仓
MQY
BLACKROCK MUNIYILD QULT FD I
+$328.4K
29,911
清仓
NCDL
NUVEEN CHURCHILL DIRECT LEND
-$306.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$302.2K
3,454
-23%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$290.4K
39,043
-11%
增持
META
META PLATFORMS INC
+$290.4K
541
+1766%
增持
TSLX
SIXTH STREET SPECIALTY LENDI
+$287.5K
27,244
+178%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$280.7K
17,187
-5%
建仓
MAIN
MAIN STR CAP CORP
+$275.8K
5,208
清仓
CCAP
CRESCENT CAP BDC INC
-$214.8K
0
-100%
增持
AMZN
AMAZON COM INC
+$212.9K
4,397
+44%
增持
HTGC
HERCULES CAPITAL INC
+$203.0K
59,045
+66%
增持
GOOGL
ALPHABET INC
+$199.1K
5,020
+26%
增持
JNJ
JOHNSON & JOHNSON
+$193.7K
1,076
+221%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$189.7K
0
-100%
建仓
—
ASTRAZENECA PLC
+$188.3K
955
增持
MCK
MCKESSON CORP
+$176.8K
210
+3400%
增持
GOOG
ALPHABET INC
+$174.9K
2,280
+49%
建仓
COIN
COINBASE GLOBAL INC
+$174.6K
1,000
减持
WSM
WILLIAMS SONOMA INC
-$173.8K
1,006
-50%
减持
MTUM
ISHARES TR
-$165.5K
13,537
-1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$164.1K
439
+147%
增持
SCHX
SCHWAB STRATEGIC TR
+$163.9K
6,976
+1155%
增持
CGBD
CARLYLE SECURED LENDING INC
+$163.0K
34,853
+99%
增持
—
ASML HLDG NV
+$162.4K
144
+454%
增持
CVX
CHEVRON CORPORATION
+$157.5K
1,526
+47%
增持
NVS
NOVARTIS AG
+$157.1K
1,088
+1548%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$156.9K
45,295
-1%
增持
JPM
JPMORGAN CHASE & CO
+$149.0K
603
+585%
增持
LRCX
LAM RESEARCH CORP
+$147.6K
1,492
+49%
增持
V
VISA INC
+$147.5K
1,095
+109%
增持
—
LINDE PLC
+$138.5K
281
+13950%
增持
WDC
WESTERN DIGITAL CORP
+$136.9K
519
+2495%
增持
—
EXXON MOBIL CORP
+$136.1K
2,071
+16%
增持
GEV
GE VERNOVA INC
+$133.8K
160
+1678%
减持
VEEV
VEEVA SYS INC
-$132.9K
6
-99%
增持
WEA
WESTERN ASSET PREMIER BD FD
-$132.1K
369,988
+1%
增持
—
NEBIUS GROUP N.V.
+$131.8K
1,290
+5275%
减持
QCOM
QUALCOMM INC
-$129.3K
2,366
-7%
减持
ABBV
ABBVIE INC
-$129.2K
278
-67%
增持
GLW
CORNING INC
+$127.4K
1,066
+433%
减持
DIS
DISNEY WALT CO
-$127.0K
1,708
-33%
增持
MO
ALTRIA GROUP INC
+$125.6K
4,569
+50%
增持
GPIX
GOLDMAN SACHS ETF TR
+$124.9K
18,247
+22%
增持
PM
PHILIP MORRIS INTL INC
+$122.7K
1,451
+98%
减持
VIGI
VANGUARD WHITEHALL FDS
-$120.5K
34,812
-1%
增持
APP
APPLOVIN CORP
+$120.2K
380
+726%
减持
O
REALTY INCOME CORP
-$119.3K
1,117
-66%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$118.3K
3,070
+556%
增持
SEIV
SEI EXCHANGE TRADED FUNDS
+$118.0K
3,601
+372%
增持
HOOD
ROBINHOOD MKTS INC
+$115.6K
1,845
+1608%
增持
NFLX
NETFLIX INC.
+$114.3K
1,784
+192%
增持
TLN
TALEN ENERGY CORP
+$113.3K
362
+5933%
减持
WELL
WELLTOWER INC
-$109.7K
2,005
-26%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$108.0K
31,429
+6%
增持
SE
SEA LTD
+$106.5K
1,386
+2032%
增持
CSCO
CISCO SYS INC
+$104.7K
2,169
+163%
增持
SHEL
SHELL PLC
+$103.6K
1,974
+81%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$102.0K
82,867
+17%
增持
AVGO
BROADCOM INC
+$100.9K
384
+638%
增持
COR
CENCORA INC
+$99.8K
324
+5300%
增持
CTVA
CORTEVA INC
+$98.8K
1,197
+5600%
增持
WMT
WALMART INC
+$98.0K
2,111
+43%
增持
COST
COSTCO WHOLESALE CORPORATION
+$97.9K
106
+1078%
建仓
GWW
WW GRAINGER INC
+$96.0K
88
减持
FNDF
SCHWAB STRATEGIC TR
+$95.9K
57,232
-4%
增持
GE
GE AEROSPACE
+$95.6K
364
+1356%
增持
ASX
ASE TECHNOLOGY HLDG CO LTD
+$95.4K
4,727
+977%
增持
ROST
ROSS STORES INC
+$95.3K
445
+7317%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$93.7K
217
+3000%
减持
MOAT
VANECK ETF TRUST
-$93.1K
10,466
-2%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$93.0K
4,383
-12%
增持
LOW
LOWES COS INC
+$92.6K
400
+4900%
减持
SKYY
FIRST TR EXCHANGE-TRADED FD
-$91.8K
963
-36%
增持
—
FERRARI N V
+$90.8K
300
+934%
减持
QFLR
INNOVATOR ETFS TRUST
-$89.8K
30,494
-5%
增持
CAH
CARDINAL HEALTH INC
+$89.8K
522
+422%
减持
SFLR
INNOVATOR ETFS TRUST
-$87.9K
52,967
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$87.6K
201
+2133%
增持
ALAI
THE ALGER ETF TRUST
-$85.7K
50,556
+4%
增持
BCS
BARCLAYS PLC
+$85.6K
4,255
+2360%
建仓
—
JOHNSON CONTROLS INTERNATION
+$83.7K
639
增持
SCHA
SCHWAB STRATEGIC TR
+$83.7K
3,289
+681%
增持
IBN
ICICI BANK LIMITED
+$83.4K
3,362
+2590%
增持
MRK
MERCK & CO INC
+$82.3K
720
+1656%
增持
BTI
BRITISH AMERN TOB PLC
+$81.1K
1,486
+1343%
增持
MS
MORGAN STANLEY
+$80.5K
498
+6125%
增持
AMGN
AMGEN INC
+$79.3K
230
+4500%
增持
AJG
GALLAGHER ARTHUR J & CO
+$79.2K
391
+1762%
建仓
VRT
VERTIV HOLDINGS CO
+$76.2K
304
增持
SHOP
SHOPIFY INC
+$75.8K
689
+1762%
减持
PFE
PFIZER INC
-$75.4K
266
-92%
增持
MA
MASTERCARD INCORPORATED
+$74.1K
162
+1250%
增持
NET
CLOUDFLARE INC
+$73.9K
360
+17900%
建仓
KO
COCA COLA CO
+$73.4K
965
建仓
—
TOTALENERGIES SE
+$73.0K
802
减持
MGNR
AMERICAN BEACON SELECT FUNDS
+$72.9K
16,130
-6%
减持
QQQ
INVESCO QQQ TR
-$72.0K
1,443
-2%
增持
ILMN
ILLUMINA INC
+$71.8K
591
+7288%
增持
MSD
MORGAN STANLEY EMKT DBT FD I
-$71.5K
214,786
+1%
建仓
NTRA
NATERA INC
+$70.0K
350
减持
DFP
FLAHERTY & CRUMRINE DYNAMIC
-$69.6K
94,779
-0%
减持
ET
ENERGY TRANSFER L P
+$68.6K
28,923
-3%
建仓
TJX
TJX COS INC NEW
+$68.5K
429
减持
FNDX
SCHWAB STRATEGIC TR
-$68.4K
58,968
-6%
增持
NU
NU HLDGS LTD
+$67.6K
5,052
+1584%
增持
PFN
PIMCO INCOME STRATEGY FD II
-$65.6K
136,256
+2%
增持
TM
TOYOTA MOTOR CORP
+$63.4K
312
+7700%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$62.6K
148,254
+1%
建仓
FCX
FREEPORT MCMORAN INC
+$62.5K
1,064
减持
TAFI
AB ACTIVE ETFS INC
-$62.4K
78,790
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$61.7K
1,359
+37%
增持
ADI
ANALOG DEVICES INC
+$60.5K
192
+9500%
增持
AAPL
APPLE INC
-$60.0K
13,748
+5%
增持
ADBE
ADOBE INC
-$59.4K
618
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$58.3K
159
+1888%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$58.2K
167
-87%
增持
SPGI
S&P GLOBAL INC
+$56.7K
137
+4467%
建仓
BE
BLOOM ENERGY CORP
+$56.5K
417
增持
LPLA
LPL FINL HLDGS INC
+$56.0K
204
+1260%
减持
VKI
INVESCO ADVANTAGE MUN INCOME
-$55.8K
113,584
-0%
增持
RIO
RIO TINTO PLC
+$55.7K
622
+2045%
建仓
TDG
TRANSDIGM GROUP INC
+$55.6K
48
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$54.8K
23,827
+8%
增持
SEIQ
SEI EXCHANGE TRADED FUNDS
+$54.6K
2,911
+121%
增持
BP
BP PLC
+$54.0K
2,009
+73%
增持
TSI
TCW STRATEGIC INCOME FD INC
-$53.1K
165,778
+3%
减持
SYY
SYSCO CORP
-$52.7K
559
-55%
增持
LLY
ELI LILLY & CO
+$52.5K
91
+214%
减持
PHK
PIMCO HIGH INCOME FD
-$52.1K
205,862
-0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$51.9K
308
+3750%
减持
VFC
V F CORP
-$51.9K
19,425
-8%
增持
ING
ING GROEP N.V.
+$51.6K
2,112
+1645%
增持
QXO
QXO INC
+$51.4K
2,668
+12605%
