W.G. Shaheen & Associates DBA Whitney & Co 13F 持仓 · 2026年Q2
W.G. Shaheen & Associates DBA Whitney & 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 179 只证券，申报市值合计 13.69 亿美元。前几大持仓：AAPL（12.43%）、GOOG（4.07%）、MSFT（3.90%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $170.1M | 12.43% | 588,020 | 增持 |
| 2 | GOOG | ALPHABET INC | $55.7M | 4.07% | 157,550 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $53.4M | 3.90% | 143,110 | 增持 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $44.2M | 3.23% | 971,403 | 增持 |
| 5 | GOOGL | ALPHABET INC | $43.2M | 3.16% | 120,908 | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $39.2M | 2.86% | 195,914 | 增持 |
| 7 | AMZN | AMAZON COM INC | $37.5M | 2.74% | 157,545 | 增持 |
| 8 | LRCX | LAM RESEARCH CORP | $35.0M | 2.56% | 80,801 | 减持 |
| 9 | ITOT | ISHARES TR | $34.4M | 2.51% | 209,155 | 增持 |
| 10 | AVGO | BROADCOM INC | $33.9M | 2.48% | 89,737 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $32.5M | 2.37% | 99,281 | 减持 |
| 12 | META | META PLATFORMS INC | $32.3M | 2.36% | 57,385 | 增持 |
| 13 | MRVL | MARVELL TECHNOLOGY INC | $32.2M | 2.35% | 107,992 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $29.3M | 2.14% | 58,614 | 增持 |
| 15 | SCHW | SCHWAB CHARLES CORP | $29.0M | 2.12% | 314,379 | 增持 |
| 16 | DBND | DOUBLELINE ETF TRUST | $28.1M | 2.05% | 616,118 | 增持 |
| 17 | V | VISA INC | $23.6M | 1.73% | 68,900 | 增持 |
| 18 | LLY | ELI LILLY & CO | $22.6M | 1.65% | 18,857 | 增持 |
| 19 | VRTX | VERTEX PHARMACEUTICALS INC | $22.2M | 1.62% | 44,714 | 增持 |
| 20 | XLE | SELECT SECTOR SPDR TR | $22.0M | 1.61% | 414,027 | 增持 |
| 21 | ASML | ASML HLDG NV | $21.5M | 1.57% | 10,811 | 增持 |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.5M | 1.35% | 38,653 | 减持 |
| 23 | MOH | MOLINA HEALTHCARE INC | $17.5M | 1.28% | 76,661 | 增持 |
| 24 | RTX | RTX CORPORATION | $17.0M | 1.24% | 89,562 | 减持 |
| 25 | IBKR | INTERACTIVE BROKERS GROUP IN | $16.8M | 1.23% | 193,511 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR