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Whitener Capital Management, Inc. — 季度 13F 持仓报告与主要持股（Q2 2026）
Whitener Capital Management, Inc.CIK: 0000825217
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$4.7亿
申报季度: 2026-06-30 · 持股只数: 184
WHITENER CAPITAL MANAGEMENT, INC.在最新一期 13F 报告中披露了 184 项持股，申报期为 2026-06-30，总持股市值约为 US$4.7亿，季度换手率为 21.3%。
机构性格雪花图
- 集中度
- 10
- 持仓稳定性
- 21.33
- 动能倾向
- 100
- 行业集中度
- 42.7
- 多样化
- 100
- 仓位均衡度
- 80.97
Whitener Capital Management, Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.025——换算下来相当于约 40 个等权重仓位，明显低于其实际披露的 184 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.90），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
来源与引用信息
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清仓 HON
清仓 XOM
加仓 GOOGL
-0.9% US$629.5万
减仓 WMT
-0.6% -US$218.5万
加仓 CAT
-2.5% US$391.9万
加仓 NVDA
+3.2% US$406.0万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.09% | +0.89% | -0.90% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.54% | +0.50% | +3.19% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.53% | +0.27% | -0.77% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.34% | +0.18% | +0.27% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 4.44% | -0.84% | -0.63% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.87% | +0.21% | -0.50% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | — | +7.07% | |
| 8 | CAT | Caterpillar Inc | 股票-工业 | 2.61% | +0.69% | -2.49% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.43% | +0.15% | +1.20% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.37% | +0.14% | -4.41% | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.24% | +0.16% | +0.11% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.92% | -0.41% | +1.93% | |
| 13 | DUK | Duke Energy CORP | 股票-公用事业 | 1.75% | -0.11% | +5.10% | |
| 14 | ROK | Rockwell Automation Inc | 股票-工业 | 1.46% | +0.29% | -2.71% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.44% | +0.02% | +4.47% | |
| 16 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.43% | -0.32% | +1.28% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.41% | -0.06% | -0.96% | |
| 18 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.24% | +0.02% | +2.35% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.22% | -0.06% | +1.29% | |
| 20 | TFC | Truist Financial CORP | 股票-金融 | 1.22% | -0.04% | -4.28% | |
| 21 | DE | Deere & Co | 股票-工业 | 1.11% | +0.05% | +0.61% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.07% | +0.04% | -3.01% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.02% | +0.04% | +4.17% | |
| 24 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.00% | -0.10% | +4.74% | |
| 25 | RY | Royal Bank Of Canada | 股票-金融 | 0.92% | +0.14% | -1.26% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.89% | +0.45% | +3.49% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.80% | -0.31% | -3.63% | |
| 28 | AMAT | Applied Materials Inc | 股票-科技 | 0.79% | +0.37% | -3.19% | |
| 29 | EMR | Emerson Electric Co | 股票-工业 | 0.76% | +0.04% | +5.14% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.76% | -0.06% | +1.64% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.75% | +0.40% | +79.29% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.74% | -0.11% | +0.56% | |
| 33 | MMM | 3m Co | 股票-工业 | 0.70% | +0.07% | +6.99% | |
| 34 | CMI | Cummins Inc | 股票-工业 | 0.69% | +0.05% | -11.87% | |
| 35 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.68% | +0.01% | -2.42% | |
| 36 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.67% | — | +0.97% | |
| 37 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.64% | +0.04% | +14.21% | |
| 38 | MU | Micron Technology Inc | 股票-科技 | 0.64% | +0.41% | -11.69% | |
| 39 | MO | Altria Group Inc | 股票-非周期性消费 | 0.60% | +0.02% | +1.62% | |
| 40 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.59% | -0.17% | -1.44% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.59% | -0.03% | +4.32% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.58% | +0.13% | +18.78% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.51% | -0.15% | -2.62% | |
| 44 | B | Barrick Mining CORP | 股票-原材料 | 0.49% | -0.11% | -2.17% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.49% | -0.16% | -8.67% | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.49% | +0.03% | +16.96% | |
| 47 | PEO | Adams Natural Resources Fund | 股票-其他 | 0.47% | -0.10% | +1.24% | |
| 48 | XLB | Ss Materials Select Sector | ETF-其他 | 0.47% | -0.03% | -0.01% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.46% | -0.02% | -0.40% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.44% | +0.04% | +18.79% |
1–50 of 184
* 本报告数据由 AlphaSMO 团队独家整理提供。AlphaSMO是网络上最具权威的13F / Inside Trader数据库，我们致力于提供最精准的内部人交易与大户持仓报告。
投资组合表现
Q3 2026表现
+3.4%
近4个季度表现
+21.4%
- 标准差
- +11.1%
- 贝塔系数
- +0.82
- 阿尔法
- +2.5%
- 最大回撤
- -7.1%
- 年化表现
- +20%
- 对标普胜率
- +55.6%
- 索提诺比率
- +3.36
- 斯图泽指数
- +0.49
- 特雷诺比率
- +0.23
- 斯特林比率
- +1.34
- 卡玛比率
- +2.82
- 信息比率
- -0.25
- 跟踪误差
- +4%
- 下行标准差
- +5.6%
- 正收益月份占比
- +72.2%
- 负收益月份占比
- +27.8%
- 最佳12个月
- +33.1%
- 最差12个月
- +10%
- 效率比率
- +0.68
- 夏普比率
- +1.71
- 行业分散度
- +6.8%
- 偏度
- -0.3
- 峰度
- -0.04
- 上行潜力
- +4.84
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 | |
|---|---|---|---|---|---|
| 2026 Q2 | 184 | US$4.7亿 | 21 | ||
| 2026 Q1 | 174 | US$4.4亿 | 13 | ||
| 2025 Q4 | 169 | US$4.4亿 | 9 | ||
| 2025 Q3 | 165 | US$4.2亿 | 21 | ||
| 2025 Q2 | 155 | US$3.8亿 | 0 | ||
| 2025 Q1 | 154 | US$3.5亿 | 100 | ||
| 2024 Q4 | 158 | US$3.6亿 | 0 | ||
| 2024 Q3 | 155 | US$3.5亿 | 0 | ||
| 2024 Q2 | 154 | US$3.3亿 | 0 | ||
| 2024 Q1 | 152 | US$3.1亿 | 0 | ||
| 2023 Q4 | 154 | US$2.8亿 | 0 | ||
| 2023 Q3 | 145 | US$2.5亿 | 0 | ||
| 2023 Q2 | 146 | US$2.6亿 | 0 | ||
| 2023 Q1 | 136 | US$2.4亿 | 0 | ||
| 2022 Q4 | 136 | US$2.3亿 | 0 | ||
| 2022 Q3 | 135 | US$2.1亿 | 0 | ||
| 2022 Q2 | 136 | US$2.2亿 | 0 | ||
| 2022 Q1 | 144 | US$2.7亿 | 0 | ||
| 2021 Q4 | 146 | US$2.8亿 | 0 | ||
| 2021 Q3 | 127 | US$2.2亿 | 0 | ||
| 2021 Q2 | 138 | US$2.5亿 | 96 | ||
| 2021 Q1 | 133 | US$2.3亿 | 10 | ||
| 2020 Q4 | 128 | US$2.2亿 | 16 | ||
| 2020 Q3 | 125 | US$2.1亿 | 16 | ||
| 2020 Q2 | 131 | US$1.9亿 | 23 | ||
| 2020 Q1 | 117 | US$1.5亿 | 26 | ||
| 2019 Q4 | 143 | US$1.9亿 | 21 | ||
| 2019 Q3 | 514 | US$1.8亿 | 10 | ||
| 2019 Q2 | 496 | US$1.8亿 | 17 | ||
| 2019 Q1 | 499 | US$1.5亿 | 20 | ||
| 2018 Q4 | 472 | US$1.4亿 | 21 | ||
| 2018 Q3 | 483 | US$1.5亿 | 21 | ||
| 2018 Q2 | 123 | US$1.3亿 | 19 | ||
| 2018 Q1 | 492 | US$1.3亿 | 20 | ||
| 2017 Q4 | 462 | US$1.2亿 | 0 |
Whitener Capital Management, Inc. 在 2026-06-30 最显著的持仓异动： 清仓: Honeywell International Inc (HON); 清仓: Exxon Mobil CORP (XOM); 新建仓: Dycom Industries Inc (DY); 清仓: Ford Motor Co (F); 新建仓: Advanced Micro Devices (AMD).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.90% | 减仓 |
| 2 | CAT | Caterpillar Inc | +0.7% | -2.49% | 减仓 |
| 3 | NVDA | Nvidia CORP | +0.5% | +3.19% | 加仓 |
| 4 | PANW | Palo Alto Networks Inc | +0.5% | +3.49% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.4% | -11.69% | 减仓 |
| 6 | LLY | Eli Lilly & Co | +0.4% | +79.29% | 加仓 |
| 7 | AMAT | Applied Materials Inc | +0.4% | -3.19% | 减仓 |
| 8 | ROK | Rockwell Automation Inc | +0.3% | -2.71% | 减仓 |
| 9 | AAPL | Apple Inc | +0.3% | -0.77% | 减仓 |
| 10 | JPIE | Jpmorgan Income ETF | +0.3% | +383.45% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.2% | -0.50% | 减仓 |
| 12 | BSCU | Invesco Bulletshares 2030 Cb | +0.2% | +113.78% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +0.27% | 加仓 |
| 14 | UNH | Unitedhealth Group Inc | +0.2% | +43.02% | 加仓 |
| 15 | ABBV | Abbvie Inc | +0.2% | +0.11% | 加仓 |
| 16 | V | Visa Inc-class A Shares | +0.2% | +1.20% | 加仓 |
| 17 | KLAC | Kla CORP | +0.2% | +900.00% | 加仓 |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | -4.41% | 减仓 |
| 19 | RY | Royal Bank Of Canada | +0.1% | -1.26% | 减仓 |
| 20 | INTC | Intel CORP | +0.1% | -0.09% | 减仓 |
| 21 | MRVL | Marvell Technology Inc | +0.1% | +11.64% | 加仓 |
| 22 | SCHG | Schwab US Large-cap Growth | +0.1% | +18.78% | 加仓 |
| 23 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +120.49% | 加仓 |
| 24 | DY | Dycom Industries Inc | +0.1% | NEW | 新建仓 |
| 25 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建仓 |
| 26 | XLK | Ss Technology Select Sector | +0.1% | +0.84% | 加仓 |
| 27 | CSCO | Cisco Systems Inc | +0.1% | -1.80% | 减仓 |
| 28 | TSLA | Tesla Inc | +0.1% | +67.71% | 加仓 |
| 29 | STX | Seagate Technology Holdings plc | +0.1% | — | 不变 |
| 30 | DFAX | Dimensional World Ex US Core | +0.1% | +94.73% | 加仓 |
| 31 | MMM | 3m Co | +0.1% | +6.99% | 加仓 |
| 32 | BSV | Vanguard Short-term Bond ETF | +0.1% | NEW | 新建仓 |
| 33 | SCHV | Schwab US Large-cap Value | +0.1% | +11.90% | 加仓 |
| 34 | TXN | Texas Instruments Inc | +0.1% | -2.31% | 减仓 |
| 35 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建仓 |
| 36 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | 新建仓 |
| 37 | DE | Deere & Co | +0.1% | +0.61% | 加仓 |
| 38 | CMI | Cummins Inc | +0.1% | -11.87% | 减仓 |
| 39 | FCNCA | First Citizens Bcshs -cl A | +0.1% | +10.73% | 加仓 |
| 40 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | NEW | 新建仓 |
| 41 | SNOW | Snowflake Inc | +0.1% | NEW | 新建仓 |
| 42 | DELL | Dell Technologies -c | +0.1% | NEW | 新建仓 |
| 43 | KRE | Ss Spdr S&p Regional Bank | +0.1% | NEW | 新建仓 |
| 44 | CARR | Carrier Global CORP | +0.1% | NEW | 新建仓 |
| 45 | SPG | Simon Property Group Inc | +0.1% | NEW | 新建仓 |
| 46 | FITB | Fifth Third Bancorp | +0.1% | NEW | 新建仓 |
| 47 | CAH | Cardinal Health Inc | +0.1% | NEW | 新建仓 |
| 48 | SCHB | Schwab US Broad Market ETF | 0% | -3.01% | 减仓 |
| 49 | HD | Home Depot Inc | 0% | +4.17% | 加仓 |
| 50 | EMR | Emerson Electric Co | 0% | +5.14% | 加仓 |
1–50 of 192
申报历史
FAQ
Whitener Capital Management, Inc. 是什么机构？属于哪种投资人类型？
Whitener Capital Management, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$4.7亿，分布在 184 个已申报仓位之中。
Whitener Capital Management, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Whitener Capital Management, Inc. 按市值排列的前几大持股为：
1. Alphabet Inc-cl A (GOOGL) — US$3347.8万 (7.1%)
2. Nvidia CORP (NVDA) — US$2614.3万 (5.5%)
3. Apple Inc (AAPL) — US$2608.8万 (5.5%)
4. Jpmorgan Chase & Co (JPM) — US$2522.9万 (5.3%)
5. Walmart Inc (WMT) — US$2095.8万 (4.4%)
Whitener Capital Management, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Whitener Capital Management, Inc. 共进行了 182 项显著调整：新建仓 18 个仓位、加仓 86 个既有持股、减仓 70 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：清仓: Honeywell International Inc (HON); 清仓: Exxon Mobil CORP (XOM); 新建仓: Dycom Industries Inc (DY); 清仓: Ford Motor Co (F); 新建仓: Advanced Micro Devices (AMD)
Whitener Capital Management, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Whitener Capital Management, Inc. 的主要板块分布如下：
• Information Technology: 23.0%
• Financials: 18.2%
• Consumer Staples: 11.5%
• Industrials: 11.4%
• Communication Services: 10.0%
• Health Care: 9.9%
投资风格解析
Whitener Capital Management, Inc.重建的 13F 持仓回测显示，过去 36 个月年化回报率为 20.0%，跑赢 S&P 500 2.5 个百分点；贝塔系数为 0.82（波动性低于大盘），季度胜率为 56%。
该机构的持仓风格高度分散、换手适中。
过去 4 个季度，该机构的换手率评分从 0 升至 21，交易变得更为活跃。
过去两个季度，该机构持续加码 CAT（+US$577.5万，现达 US$1233.4万），同时减持 ABT（-US$124.3万，仍持有 US$230.4万）。
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开发者访问
以编程方式访问 Whitener Capital Management, Inc. 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/whitener-capital-management-incCLI 命令
npx alphasmo institutions get whitener-capital-management-inc