13FBOX
WHALEROCK POINT PARTNERS, LLC · 13F 持仓分析
期权收益计算器 机构排行

WHALEROCK POINT PARTNERS, LLC

No.3847 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.87亿
环比变动 Q1 2026
+$7,020.6万+13.6%
持仓股票数
207
新买入
18
加仓
47
减仓
56
清仓
6
持股不变
86
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
10.68%10.57%$6,268.6万31.3万股$5,460.7万31.3万股+176股+0.06%加仓
谷歌AGOOGL
7.28%6.67%$4,270.3万11.9万股$3,447.6万12.0万股-398股-0.33%减仓
苹果AAPL
6.68%6.79%$3,920.8万13.6万股$3,506.7万13.8万股-2,675股-1.94%减仓
微软MSFT
4.52%4.49%$2,653.0万7.1万股$2,317.4万6.3万股+8,517股+13.60%加仓
亚马逊AMZN
3.26%3.24%$1,913.8万8.0万股$1,672.8万8.0万股-23股-0.03%减仓
摩根大通JPM
3.2%3%$1,879.3万5.7万股$1,548.7万5.3万股+4,767股+9.05%加仓
VisaV
3.14%3.01%$1,842.2万5.4万股$1,555.8万5.1万股+2,220股+4.31%加仓
PALO ALTOPANW
2.45%1.32%$1,438.6万4.2万股$680.7万4.2万股-275股-0.65%减仓
IiShares安硕信托IVV
2.13%2.15%$1,249.0万1.7万股$1,109.2万1.7万股-303股-1.78%减仓
Meta平台META
2.11%2.47%$1,240.2万2.2万股$1,278.1万2.2万股-322股-1.44%减仓
好市多COST
2.11%2.53%$1,239.6万1.3万股$1,305.4万1.3万股+150股+1.14%加仓
伯克希尔哈撒韦BRK.B
1.91%2.07%$1,122.8万2.2万股$1,071.0万2.2万股+90股+0.40%加仓
卡特彼勒CAT
1.82%1.39%$1,071.0万1.0万股$720.6万1.0万股-115股-1.13%减仓
雷神技术RTX
1.53%1.69%$897.3万4.7万股$872.8万4.5万股+2,046股+4.52%加仓
万事达MA
1.47%1.58%$862.4万1.7万股$814.3万1.6万股+495股+3.04%加仓
埃克森美孚XOM
1.44%1.79%$843.3万6.2万股$922.8万5.4万股+7,288股+13.40%加仓
TJXTJX
1.4%1.64%$823.4万5.4万股$845.0万5.3万股+1,436股+2.71%加仓
强生JNJ
1.32%1.39%$772.5万3.0万股$717.7万2.9万股+1,054股+3.59%加仓
T赛默飞世尔TMO
1.29%1.4%$759.7万1.5万股$724.5万1.5万股+413股+2.80%加仓
百事可乐PEP
1.29%1.63%$759.4万5.6万股$842.3万5.4万股+1,847股+3.41%加仓
家得宝HD
1.2%1.23%$706.7万2.0万股$637.7万1.9万股+647股+3.34%加仓
BBANK OF AMERBAC
1.15%1.15%$675.2万11.8万股$594.7万12.2万股-3,497股-2.87%减仓
联合太平洋铁路UNP
1.12%1.1%$658.8万2.4万股$569.2万2.3万股+760股+3.24%加仓
BBANK AMERICA CORP 7.25CNV PFD LBAC
1.1%1.22%$646.3万5,152股$632.4万5,307股-155股-2.92%减仓
V先锋领航指数基金VOO
1.02%1.01%$601.0万8,751股$522.8万8,750股+1股+0.01%加仓
麦当劳MCD
0.99%1.21%$582.0万2.2万股$625.2万2.0万股+1,411股+7.01%加仓
W富国银行WFC
0.99%1.15%$581.4万5,025股$593.1万5,135股-110股-2.14%减仓
AAlphabet Inc Class CGOOG
0.99%0.91%$580.0万1.6万股$470.9万1.6万股00.00%持仓不变
洛克希德马丁LMT
0.72%0.98%$425.3万8,349股$508.2万8,409股-60股-0.71%减仓
雪佛龙CVX
0.72%1.07%$424.6万2.6万股$551.8万2.7万股-1,055股-3.96%减仓
N新纪元能源NEE
0.67%0.77%$395.4万4.5万股$400.2万4.3万股+1,970股+4.57%加仓
博通AVGO
0.66%0.63%$389.5万1.0万股$324.1万1.0万股-160股-1.53%减仓
联合健康UNH
0.65%0.5%$382.7万9,207股$257.0万9,498股-291股-3.06%减仓
美国电力AEP
0.64%0.69%$373.1万2.7万股$357.5万2.7万股00.00%持仓不变
思科CSCO
0.58%0.45%$341.4万2.9万股$231.1万3.0万股-725股-2.43%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.57%0.67%$335.0万4,763股$348.2万5,645股-882股-15.62%减仓
迪尔DE
0.56%0.56%$326.4万5,146股$289.9万5,146股00.00%持仓不变
沃尔玛WMT
0.55%0.7%$321.5万2.8万股$360.2万2.9万股-600股-2.07%减仓
宝洁PG
0.54%0.62%$314.0万2.1万股$319.2万2.2万股-683股-3.09%减仓
礼来LLY
0.53%0.46%$310.5万2,589股$237.8万2,585股+4股+0.15%加仓
赛富时CRM
0.51%0.68%$298.9万1.9万股$352.3万1.9万股+203股+1.08%加仓
黑石集团BX
0.47%0.52%$273.5万2.3万股$267.5万2.3万股-15股-0.06%减仓
SSPDR标普500 ETFSPY
0.45%0.45%$266.8万3,573股$232.4万3,573股00.00%持仓不变
ADPADP
0.45%0.47%$266.6万1.2万股$241.8万1.2万股00.00%持仓不变
SSPDR行业精选信托XLK
0.45%0.36%$264.8万1.4万股$184.7万1.4万股00.00%持仓不变
AMD超威AMD
0.45%0.18%$261.8万4,507股$94.2万4,629股-122股-2.64%减仓
TARGET COMTGT
0.45%0.49%$261.8万2.0万股$254.8万2.1万股-981股-4.67%减仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
0.44%0.38%$257.4万9,012股$196.3万9,436股-424股-4.49%减仓
美光科技MU
0.44%0.15%$255.4万2,213股$76.9万2,276股-63股-2.77%减仓
艾伯维ABBV
0.43%0.48%$253.1万1.0万股$249.1万1.1万股-1,396股-12.19%减仓

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