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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 46
增持 24
减持 13
清仓 67
方向
标的
Δ市值
现股数(环比)
减持
SHV
ISHARES TR
-$18.8M
91,201
-65%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$8.7M
109,928
清仓
FLOT
ISHARES TR
-$7.8M
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
IJJ
ISHARES TR
+$6.8M
56,574
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$5.7M
310,696
+151%
建仓
XLF
SELECT SECTOR SPDR TR
+$5.2M
103,875
建仓
DFIV
DIMENSIONAL ETF TRUST
+$4.4M
110,675
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$4.0M
79,548
建仓
STIP
ISHARES TR
+$3.0M
29,060
建仓
JSI
JANUS DETROIT STR TR
+$2.8M
53,143
清仓
—
PROSHARES TR
-$2.3M
0
-100%
建仓
BUG
GLOBAL X FDS
+$2.2M
69,557
减持
MSFT
MICROSOFT CORP
-$2.2M
2,587
-65%
建仓
FXY
INVESCO CURRENCYSHARES JAPAN
+$2.2M
35,509
建仓
KCE
SPDR SER TR
+$2.1M
17,019
建仓
EWZ
ISHARES INC
+$2.1M
82,217
清仓
SHYG
ISHARES TR
-$2.0M
0
-100%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$2.0M
39,885
清仓
JBBB
JANUS DETROIT STR TR
-$2.0M
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.9M
35,584
-48%
清仓
USDU
WISDOMTREE TR
-$1.8M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.7M
14,520
-28%
增持
JAAA
JANUS DETROIT STR TR
+$1.3M
99,881
+34%
建仓
VO
VANGUARD INDEX FDS
+$1.3M
4,964
清仓
JPM
JPMORGAN CHASE & CO.
-$1.2M
0
-100%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$1.2M
0
-100%
建仓
KWEB
KRANESHARES TRUST
+$1.2M
35,477
清仓
AMLP
ALPS ETF TR
-$1.1M
0
-100%
建仓
EWG
ISHARES INC
+$1.0M
27,488
增持
VWOB
VANGUARD WHITEHALL FDS
+$952.3K
31,192
+88%
清仓
C
CITIGROUP INC
-$937.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$932.7K
0
-100%
增持
SLQD
ISHARES TR
+$914.1K
98,345
+21%
清仓
XLK
SELECT SECTOR SPDR TR
-$910.2K
0
-100%
建仓
CF
CF INDS HLDGS INC
+$901.0K
11,529
清仓
FSLR
FIRST SOLAR INC
-$856.4K
0
-100%
建仓
UNP
UNION PAC CORP
+$845.7K
3,580
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$840.7K
23,911
+355%
清仓
BA
BOEING CO
-$814.8K
0
-100%
增持
TOL
TOLL BROTHERS INC
+$777.5K
9,594
+413%
增持
IEI
ISHARES TR
+$772.3K
14,902
+74%
清仓
—
GOLAR LNG LTD
-$750.2K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$692.4K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$683.9K
0
-100%
清仓
CTVA
CORTEVA INC
-$680.1K
0
-100%
清仓
OSCR
OSCAR HEALTH INC
-$669.6K
0
-100%
清仓
KKR
KKR & CO INC
-$667.1K
0
-100%
清仓
FE
FIRSTENERGY CORP
-$664.3K
0
-100%
减持
META
META PLATFORMS INC
-$663.0K
4,588
-19%
清仓
BX
BLACKSTONE INC
-$646.9K
0
-100%
建仓
VEEV
VEEVA SYS INC
+$643.9K
2,780
建仓
VMC
VULCAN MATLS CO
+$642.3K
2,753
建仓
EMR
EMERSON ELEC CO
+$632.2K
5,767
减持
VOO
VANGUARD INDEX FDS
-$626.2K
1,280
-46%
建仓
—
DUPONT DE NEMOURS INC
+$624.6K
8,364
清仓
INTU
INTUIT
-$621.0K
0
-100%
减持
MLPA
GLOBAL X FDS
-$597.7K
44,869
-26%
增持
PODD
INSULET CORP
+$577.5K
3,179
+222%
清仓
AVTR
AVANTOR INC
-$565.9K
0
-100%
清仓
FXI
ISHARES TR
-$564.3K
0
-100%
减持
LLY
ELI LILLY & CO
-$556.1K
284
-72%
清仓
—
CARNIVAL CORP
-$553.6K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$548.2K
9,173
增持
NFLX
NETFLIX INC
+$547.9K
1,853
+40%
建仓
BKR
BAKER HUGHES COMPANY
+$544.3K
12,384
增持
SPY
SPDR S&P 500 ETF TR
+$543.6K
2,710
+63%
建仓
—
EXXON MOBIL CORP
+$538.9K
4,531
清仓
HD
HOME DEPOT INC
-$535.3K
0
-100%
清仓
SQ
BLOCK INC
-$527.1K
0
-100%
减持
ORCL
ORACLE CORP
-$512.5K
3,359
-43%
清仓
ADBE
ADOBE INC
-$510.9K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$497.8K
905
清仓
VZ
VERIZON COMMUNICATIONS INC
-$496.8K
0
-100%
建仓
RFIX
SIMPLIFY EXCHANGE TRADED FUN
+$496.2K
9,275
清仓
EQT
EQT CORP
-$484.0K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO
-$481.7K
0
-100%
清仓
—
CRH PLC
-$480.5K
0
-100%
清仓
CTRA
COTERRA ENERGY INC
-$478.5K
0
-100%
清仓
NDAQ
NASDAQ INC
-$473.7K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$469.4K
0
-100%
建仓
CPRT
COPART INC
+$463.1K
8,183
清仓
SHOP
SHOPIFY INC
-$461.4K
0
-100%
清仓
GTLS
CHART INDS INC
-$460.7K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$460.1K
0
-100%
清仓
—
BERRY GLOBAL GROUP INC
-$459.2K
0
-100%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$456.5K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$450.9K
0
-100%
清仓
NXT
NEXTRACKER INC
-$449.6K
0
-100%
建仓
—
BUNGE GLOBAL SA
+$448.0K
5,862
清仓
—
STERIS PLC
-$446.7K
0
-100%
建仓
STAG
STAG INDL INC
+$440.1K
12,185
清仓
SNPS
SYNOPSYS INC
-$439.3K
0
-100%
清仓
—
ISHARES TR
-$436.4K
0
-100%
清仓
GLD
SPDR GOLD TR
-$432.3K
0
-100%
建仓
RYN
RAYONIER INC
+$431.0K
15,459
建仓
APO
APOLLO GLOBAL MGMT INC
+$429.4K
3,136
建仓
THC
TENET HEALTHCARE CORP
+$429.3K
3,192
建仓
WY
WEYERHAEUSER CO MTN BE
+$428.5K
14,633
建仓
ADSK
AUTODESK INC
+$427.0K
1,631
建仓
RDDT
REDDIT INC
+$425.1K
4,052
建仓
ISRG
INTUITIVE SURGICAL INC
+$424.0K
856
建仓
REXR
REXFORD INDL RLTY INC
+$422.0K
10,779
建仓
—
ROYAL CARIBBEAN GROUP
+$421.6K
2,052
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$404.1K
26,292
清仓
HRI
HERC HLDGS INC
-$380.9K
0
-100%
建仓
GAP
GAP INC
+$380.8K
18,476
清仓
SHY
ISHARES TR
-$380.5K
0
-100%
建仓
—
FLUTTER ENTMT PLC
+$379.7K
1,714
建仓
TEAM
ATLASSIAN CORPORATION
+$373.1K
1,758
增持
TIP
ISHARES TR
+$363.6K
6,461
+94%
增持
PWR
QUANTA SVCS INC
+$350.3K
3,517
+104%
增持
TSLA
TESLA INC
-$330.1K
2,686
+6%
增持
SGOV
ISHARES TR
+$321.3K
5,850
+119%
清仓
CGNX
COGNEX CORP
-$317.5K
0
-100%
清仓
BLBD
BLUE BIRD CORP
-$314.7K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$308.1K
0
-100%
清仓
GTLB
GITLAB INC
-$305.4K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$290.9K
0
-100%
建仓
NTRA
NATERA INC
+$288.8K
2,042
减持
UBER
UBER TECHNOLOGIES INC
-$285.1K
6,374
-49%
减持
PANW
PALO ALTO NETWORKS INC
-$284.9K
2,257
-39%
增持
NVDA
NVIDIA CORPORATION
-$280.5K
42,816
+17%
增持
GOOG
ALPHABET INC
+$275.6K
15,832
+37%
清仓
STZ
CONSTELLATION BRANDS INC
-$274.0K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$272.6K
3,261
-46%
清仓
STWD
STARWOOD PPTY TR INC
-$271.5K
0
-100%
清仓
DKS
DICKS SPORTING GOODS INC
-$270.9K
0
-100%
清仓
ZTS
ZOETIS INC
-$270.6K
0
-100%
清仓
MCK
MCKESSON CORP
-$253.7K
0
-100%
增持
USFR
WISDOMTREE TR
+$248.7K
32,626
+18%
清仓
—
CYBERARK SOFTWARE LTD
-$246.9K
0
-100%
清仓
PAVE
GLOBAL X FDS
-$246.3K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$244.1K
0
-100%
清仓
TKNO
ALPHA TEKNOVA INC
-$240.0K
0
-100%
建仓
MTUM
ISHARES TR
+$235.9K
1,167
减持
CCJ
CAMECO CORP
-$232.4K
5,161
-40%
增持
IBTJ
ISHARES TR
+$232.0K
187,580
+4%
清仓
GOVI
INVESCO EXCH TRADED FD TR II
-$227.6K
0
-100%
清仓
COHR
COHERENT CORP
-$226.7K
0
-100%
增持
MPWR
MONOLITHIC PWR SYS INC
+$222.4K
787
+99%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$220.1K
11,449
+42%
建仓
INSM
INSMED INC
+$217.0K
2,845
增持
APP
APPLOVIN CORP
+$216.0K
1,896
+114%
增持
XPO
XPO INC
+$215.2K
5,541
+91%
清仓
XBI
SPDR SER TR
-$211.3K
0
-100%
清仓
SMOT
VANECK ETF TRUST
-$210.0K
0
-100%
建仓
NUE
NUCOR CORP
+$206.4K
1,715
清仓
FTRE
FORTREA HLDGS INC
-$204.3K
0
-100%
增持
PLD
PROLOGIS INC.
+$196.3K
4,993
+46%
增持
SLB
SCHLUMBERGER LTD
+$188.9K
13,538
+38%
