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Whalen Wealth Management Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Whalen Wealth Management Inc.
报告期 2026-03-31 · CIK 0001894447
持仓数
174
前50大市值合计
$127.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 59
增持 30
减持 11
清仓 50
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$16.5M
559,276
+136%
建仓
SHYG
ISHARES TR
+$6.1M
142,310
清仓
AGG
ISHARES TR
-$5.3M
0
-100%
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。
建仓
EYLD
CAMBRIA ETF TR
+$2.3M
68,711
增持
NVDA
NVIDIA CORPORATION
+$2.2M
4,534
+20%
清仓
RWM
PROSHARES TR
-$2.0M
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$2.0M
40,304
建仓
EBND
SPDR SER TR
+$2.0M
95,690
清仓
JBBB
JANUS DETROIT STR TR
-$1.7M
0
-100%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
3,923
清仓
BOTZ
GLOBAL X FDS
-$1.6M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.5M
20,077
+43%
增持
XLB
SELECT SECTOR SPDR TR
+$1.4M
25,200
+138%
清仓
OIH
VANECK ETF TRUST
-$1.2M
0
-100%
建仓
AMLP
ALPS ETF TR
+$1.2M
24,442
清仓
CVX
CHEVRON CORP NEW
-$1.1M
0
-100%
建仓
VPU
VANGUARD WORLD FD
+$1.1M
7,659
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$1.1M
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$1.0M
0
-100%
清仓
COM
DIREXION SHS ETF TR
-$1.0M
0
-100%
清仓
MOO
VANECK ETF TRUST
-$997.3K
0
-100%
建仓
RMBS
RAMBUS INC DEL
+$966.2K
15,632
清仓
PSCI
INVESCO EXCH TRADED FD TR II
-$958.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$950.9K
7,312
+29%
增持
VWOB
VANGUARD WHITEHALL FDS
+$924.5K
31,331
+86%
增持
MLPA
GLOBAL X FDS
+$913.1K
48,540
+51%
建仓
MU
MICRON TECHNOLOGY INC
+$885.5K
7,511
清仓
WCLD
WISDOMTREE TR
-$882.0K
0
-100%
减持
GOOG
ALPHABET INC
-$879.8K
8,324
-45%
减持
SGOV
ISHARES TR
-$820.0K
3,003
-73%
增持
AAPL
APPLE INC
+$768.6K
11,591
+83%
清仓
MCHI
ISHARES TR
-$736.2K
0
-100%
建仓
ORCL
ORACLE CORP
+$733.2K
5,837
清仓
HUM
HUMANA INC
-$709.6K
0
-100%
清仓
PSA
PUBLIC STORAGE
-$700.3K
0
-100%
建仓
ILF
ISHARES TR
+$687.7K
24,180
清仓
TER
TERADYNE INC
-$673.8K
0
-100%
清仓
—
ASML HOLDING N V
-$668.4K
0
-100%
建仓
DHR
DANAHER CORPORATION
+$663.0K
2,655
清仓
ADSK
AUTODESK INC
-$656.9K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$646.4K
8,396
清仓
VEEV
VEEVA SYS INC
-$638.2K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$624.9K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$621.7K
0
-100%
清仓
IFN
INDIA FD INC
-$611.7K
0
-100%
清仓
HXL
HEXCEL CORP NEW
-$611.1K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$610.6K
0
-100%
清仓
CG
CARLYLE GROUP INC
-$608.2K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$607.9K
0
-100%
清仓
ING
ING GROEP N.V.
-$607.3K
0
-100%
清仓
KHC
KRAFT HEINZ CO
-$593.1K
0
-100%
减持
GRBK
GREEN BRICK PARTNERS INC
-$556.5K
4,118
-73%
减持
META
META PLATFORMS INC
+$545.2K
6,983
-13%
建仓
WDC
WESTERN DIGITAL CORP.
+$538.0K
7,884
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$532.8K
5,052
建仓
AMD
ADVANCED MICRO DEVICES INC
+$526.3K
2,916
建仓
SLB
SCHLUMBERGER LTD
+$503.6K
9,189
建仓
AME
AMETEK INC
+$489.1K
2,674
建仓
NEM
NEWMONT CORP
+$479.6K
13,381
清仓
REMX
VANECK ETF TRUST
-$474.6K
0
-100%
建仓
TTEK
TETRA TECH INC NEW
+$469.3K
2,541
建仓
USB
US BANCORP DEL
+$466.2K
10,429
建仓
PFE
PFIZER INC
+$463.6K
16,706
建仓
CSCO
CISCO SYS INC
+$460.7K
9,231
清仓
WDAY
WORKDAY INC
-$459.9K
0
-100%
建仓
EQT
EQT CORP
+$453.1K
12,224
清仓
ROK
ROCKWELL AUTOMATION INC
-$449.9K
0
-100%
清仓
INTC
INTEL CORP
-$448.7K
0
-100%
清仓
ATS
ATS CORPORATION
-$427.6K
0
-100%
建仓
PSTG
PURE STORAGE INC
+$425.7K
8,188
清仓
ECL
ECOLAB INC
-$421.3K
0
-100%
清仓
MTZ
MASTEC INC
-$421.0K
0
-100%
建仓
FLR
FLUOR CORP NEW
+$419.2K
9,915
清仓
CMI
CUMMINS INC
-$416.4K
0
-100%
清仓
J
JACOBS SOLUTIONS INC
-$415.0K
0
-100%
清仓
—
FLEX LTD
-$414.4K
0
-100%
清仓
ATKR
ATKORE INC
-$413.8K
0
-100%
清仓
—
CRH PLC
-$408.9K
0
-100%
清仓
PWR
QUANTA SVCS INC
-$407.9K
0
-100%
清仓
BIDU
BAIDU INC
-$406.9K
0
-100%
清仓
RJF
RAYMOND JAMES FINL INC
-$397.9K
0
-100%
清仓
EXTR
EXTREME NETWORKS
-$396.9K
0
-100%
建仓
CIEN
CIENA CORP
+$395.9K
8,006
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$389.2K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$380.4K
10,916
+11%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$346.8K
0
-100%
减持
LLY
ELI LILLY & CO
+$325.8K
1,724
-1%
建仓
IBIT
ISHARES BITCOIN TR
+$320.7K
7,925
建仓
BLBD
BLUE BIRD CORP
+$318.3K
8,301
清仓
COIN
COINBASE GLOBAL INC
-$316.5K
0
-100%
增持
IEI
ISHARES TR
+$313.4K
8,693
+47%
建仓
AMGN
AMGEN INC
+$304.5K
1,071
减持
HON
HONEYWELL INTL INC
-$297.2K
2,075
-40%
建仓
—
LAM RESEARCH CORP
+$292.4K
301
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$290.6K
2,140
-52%
增持
MRVL
MARVELL TECHNOLOGY INC
+$284.2K
10,205
+40%
增持
SHV
ISHARES TR
+$282.5K
207,565
+1%
建仓
COHR
COHERENT CORP
+$280.2K
4,622
增持
FSLR
FIRST SOLAR INC
+$279.6K
4,019
+74%
建仓
—
INFINERA CORP
+$257.3K
42,663
建仓
AXON
AXON ENTERPRISE INC
+$254.4K
813
增持
XBI
SPDR SER TR
+$253.6K
15,727
+13%
建仓
AGCO
AGCO CORP
+$252.9K
2,056
建仓
IXJ
ISHARES TR
+$251.5K
2,700
清仓
TOST
TOAST INC
-$245.9K
0
-100%
建仓
SKYT
SKYWATER TECHNOLOGY INC
+$242.8K
23,873
建仓
XLY
SELECT SECTOR SPDR TR
+$239.8K
1,304
建仓
BDX
BECTON DICKINSON & CO
+$239.8K
969
建仓
AMKR
AMKOR TECHNOLOGY INC
+$238.2K
7,388
建仓
CCJ
CAMECO CORP
+$237.2K
5,476
建仓
UCTT
ULTRA CLEAN HLDGS INC
+$237.1K
5,161
建仓
NTNX
NUTANIX INC
+$236.7K
3,835
增持
TSLA
TESLA INC
+$236.3K
2,765
+175%
建仓
GS
GOLDMAN SACHS GROUP INC
+$232.7K
557
建仓
MSI
MOTOROLA SOLUTIONS INC
+$232.5K
655
建仓
URNM
SPROTT FDS TR
+$232.4K
4,715
建仓
KMI
KINDER MORGAN INC DEL
+$231.9K
12,645
建仓
MKSI
MKS INSTRS INC
+$231.3K
1,739
建仓
MDB
MONGODB INC
+$227.0K
633
建仓
CELH
CELSIUS HLDGS INC
+$226.0K
2,726
建仓
BHP
BHP GROUP LTD
+$225.3K
3,905
清仓
PANW
PALO ALTO NETWORKS INC
-$220.6K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$214.4K
504
建仓
ON
ON SEMICONDUCTOR CORP
+$213.3K
2,900
清仓
STM
STMICROELECTRONICS N V
-$211.8K
0
-100%
建仓
DDOG
DATADOG INC
+$210.0K
1,699
建仓
ADBE
ADOBE INC
+$209.4K
415
建仓
—
AMDOCS LTD
+$206.0K
2,279
建仓
CIVI
CIVITAS RESOURCES INC
+$205.6K
2,709
建仓
RKT
ROCKET COS INC
+$200.9K
13,809
增持
MA
MASTERCARD INCORPORATED
+$186.1K
2,559
+4%
建仓
—
CARNIVAL CORP
+$183.0K
11,200
增持
OXY
OCCIDENTAL PETE CORP
+$165.2K
16,684
+8%
增持
JPM
JPMORGAN CHASE & CO
+$151.3K
4,035
+4%
增持
TXT
TEXTRON INC
+$149.2K
8,010
+4%
减持
FLNC
FLUENCE ENERGY INC
-$139.1K
13,182
-14%
增持
OWL
BLUE OWL CAPITAL INC
+$130.2K
28,744
+4%
减持
NFLX
NETFLIX INC
-$99.6K
1,546
-28%
增持
PAVE
GLOBAL X FDS
+$96.0K
8,957
+18%
增持
XLC
SELECT SECTOR SPDR TR
+$90.9K
4,687
+17%
增持
ACM
AECOM
+$81.6K
4,996
+13%
增持
BX
BLACKSTONE INC
+$77.3K
5,386
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$62.2K
775
+7%
增持
XLF
SELECT SECTOR SPDR TR
+$58.8K
6,213
+15%
增持
XLK
SELECT SECTOR SPDR TR
+$45.2K
1,711
+6%
增持
GOOGL
ALPHABET INC
+$43.9K
1,630
+13%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$34.9K
7,420
-5%
增持
TFC
TRUIST FINL CORP
+$23.7K
6,331
+5%
增持
—
INMODE LTD
+$15.5K
10,378
+11%
减持
DY
DYCOM INDS INC
+$13.5K
3,085
-17%
