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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 68
增持 23
减持 14
清仓 45
方向
标的
Δ市值
现股数(环比)
清仓
SLQD
ISHARES TR
-$6.0M
0
-100%
建仓
IBTL
ISHARES TR
+$4.0M
197,091
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$3.8M
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
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.7M
65,052
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$3.5M
0
-100%
建仓
IBDW
ISHARES TR
+$3.4M
161,499
减持
JAAA
JANUS DETROIT STR TR
-$2.8M
42,292
-56%
增持
AMZN
AMAZON COM INC
+$2.6M
23,780
+84%
清仓
SHYG
ISHARES TR
-$2.4M
0
-100%
清仓
SPSB
SPDR SERIES TRUST
-$2.3M
0
-100%
减持
IBDU
ISHARES TR
-$2.3M
156,998
-38%
减持
SHV
ISHARES TR
-$2.2M
103,996
-16%
建仓
MBB
ISHARES TR
+$2.0M
20,686
清仓
WM
WASTE MGMT INC DEL
-$1.9M
0
-100%
增持
AAPL
APPLE INC
+$1.8M
16,340
+57%
增持
MU
MICRON TECHNOLOGY INC
+$1.6M
7,558
+142%
减持
—
EATON CORP PLC
-$1.5M
1,075
-79%
建仓
LRCX
LAM RESEARCH CORP
+$1.4M
8,315
清仓
ADSK
AUTODESK INC
-$1.4M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
8,819
+561%
增持
GOOG
ALPHABET INC
+$1.3M
8,422
+55%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
6,126
建仓
CRM
SALESFORCE INC
+$1.3M
4,929
建仓
EYLD
CAMBRIA ETF TR
+$1.3M
33,381
增持
MA
MASTERCARD INCORPORATED
+$1.3M
3,060
+263%
清仓
GPIQ
GOLDMAN SACHS ETF TR
-$1.3M
0
-100%
建仓
GE
GE AEROSPACE
+$1.2M
3,990
清仓
ZS
ZSCALER INC
-$1.2M
0
-100%
建仓
EMLC
VANECK ETF TRUST
+$1.2M
47,015
建仓
HARD
SIMPLIFY EXCHANGE TRADED FUN
+$1.2M
40,897
增持
CAT
CATERPILLAR INC
+$1.2M
2,531
+403%
建仓
SRLN
SSGA ACTIVE ETF TR
+$1.2M
29,109
建仓
RTX
RTX CORPORATION
+$1.2M
6,283
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$1.2M
0
-100%
建仓
JPM
JPMORGAN CHASE & CO.
+$1.1M
3,559
清仓
NOW
SERVICENOW INC
-$1.1M
0
-100%
建仓
ORCL
ORACLE CORP
+$1.1M
5,772
减持
GPIX
GOLDMAN SACHS ETF TR
-$1.1M
70,672
-24%
减持
CDX
SIMPLIFY EXCHANGE TRADED FUN
-$1.1M
55,956
-45%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.1M
0
-100%
减持
EVR
EVERCORE INC
-$1.1M
806
-80%
减持
LNG
CHENIERE ENERGY INC
-$1.0M
1,496
-73%
清仓
GEV
GE VERNOVA INC
-$1.0M
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$987.5K
1,744
清仓
JBL
JABIL INC
-$966.8K
0
-100%
增持
ABT
ABBOTT LABS
+$963.6K
11,586
+218%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$958.1K
1,906
建仓
PFF
ISHARES TR
+$948.9K
30,649
建仓
XLU
SELECT SECTOR SPDR TR
+$948.2K
22,212
清仓
MYRG
MYR GROUP INC DEL
-$936.3K
0
-100%
清仓
—
ASCENDIS PHARMA A/S
-$918.5K
0
-100%
清仓
BWXT
BWX TECHNOLOGIES INC
-$918.2K
0
-100%
增持
—
LINDE PLC
+$908.4K
3,475
+188%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$906.8K
3,089
建仓
AXP
AMERICAN EXPRESS CO
+$896.8K
2,424
建仓
JNJ
JOHNSON & JOHNSON
+$894.0K
4,320
建仓
WMT
WALMART INC
+$889.9K
7,988
清仓
J
JACOBS SOLUTIONS INC
-$885.8K
0
-100%
清仓
SEI
SOLARIS ENERGY INFRAS INC
-$880.2K
0
-100%
建仓
HD
HOME DEPOT INC
+$867.6K
2,521
增持
V
VISA INC
+$854.1K
3,929
+156%
增持
MPWR
MONOLITHIC PWR SYS INC
+$850.8K
1,731
+122%
建仓
GS
GOLDMAN SACHS GROUP INC
+$836.5K
952
增持
WFC
WELLS FARGO CO NEW
+$805.4K
13,857
+139%
建仓
CVX
CHEVRON CORP NEW
+$801.8K
5,261
清仓
VST
VISTRA CORP
-$799.4K
0
-100%
建仓
ABBV
ABBVIE INC
+$784.6K
3,434
建仓
MRK
MERCK & CO INC
+$782.0K
7,429
建仓
BAC
BANK AMERICA CORP
+$776.0K
14,109
建仓
—
EXXON MOBIL CORP
+$766.7K
6,371
清仓
—
ASTRAZENECA PLC
-$745.6K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$729.2K
7,978
-54%
增持
TSLA
TESLA INC
+$715.1K
2,799
+129%
建仓
CSCO
CISCO SYS INC
+$705.4K
9,158
建仓
MS
MORGAN STANLEY
+$703.7K
3,964
建仓
DIS
DISNEY WALT CO
+$702.2K
6,172
清仓
UNP
UNION PAC CORP
-$694.5K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$692.5K
0
-100%
建仓
MCD
MCDONALDS CORP
+$691.0K
2,261
清仓
—
JOHNSON CTLS INTL PLC
-$680.3K
0
-100%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$661.3K
8,235
-52%
清仓
IVV
ISHARES TR
-$632.6K
0
-100%
建仓
GVA
GRANITE CONSTR INC
+$622.5K
5,397
建仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$595.9K
44,140
建仓
NDAQ
NASDAQ INC
+$585.8K
6,031
增持
COST
COSTCO WHSL CORP NEW
+$577.6K
1,812
+70%
增持
MSFT
MICROSOFT CORP
+$566.1K
11,118
+20%
增持
NFLX
NETFLIX INC
-$547.9K
14,588
+813%
增持
NVDA
NVIDIA CORPORATION
+$545.3K
39,430
+8%
建仓
PG
PROCTER AND GAMBLE CO
+$537.6K
3,751
建仓
PEP
PEPSICO INC
+$518.7K
3,614
建仓
KO
COCA COLA CO
+$516.6K
7,389
清仓
PWR
QUANTA SVCS INC
-$507.7K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$501.4K
2,305
-50%
增持
AVGO
BROADCOM INC
+$499.9K
8,632
+14%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$495.0K
1,016
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$493.7K
3,048
建仓
DHR
DANAHER CORPORATION
+$492.7K
2,152
清仓
WSM
WILLIAMS SONOMA INC
-$489.9K
0
-100%
清仓
ITRI
ITRON INC
-$488.3K
0
-100%
建仓
LOW
LOWES COS INC
+$487.6K
2,022
建仓
DUK
DUKE ENERGY CORP NEW
+$487.2K
4,157
建仓
ELAN
ELANCO ANIMAL HEALTH INC
+$486.1K
21,482
建仓
PTC
PTC INC
+$483.4K
2,775
建仓
GD
GENERAL DYNAMICS CORP
+$482.1K
1,432
建仓
STM
STMICROELECTRONICS N V
+$475.7K
18,337
建仓
LAD
LITHIA MTRS INC
+$470.6K
1,416
建仓
HON
HONEYWELL INTL INC
+$463.0K
2,373
建仓
COF
CAPITAL ONE FINL CORP
+$460.7K
1,901
清仓
VGT
VANGUARD WORLD FD
-$457.7K
0
-100%
减持
HIMS
HIMS & HERS HEALTH INC
-$457.4K
12,735
-17%
建仓
ATI
ATI INC
+$450.5K
3,926
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
+$446.8K
8,546
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$446.7K
1,508
清仓
KMI
KINDER MORGAN INC DEL
-$446.4K
0
-100%
清仓
EQT
EQT CORP
-$445.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$443.3K
3,775
+62%
清仓
STAG
STAG INDL INC
-$436.7K
0
-100%
增持
META
META PLATFORMS INC
+$434.0K
7,290
+22%
建仓
EXAS
EXACT SCIENCES CORP
+$423.6K
4,171
增持
IEI
ISHARES TR
+$415.9K
47,368
+8%
清仓
DY
DYCOM INDS INC
-$412.8K
0
-100%
清仓
AVAV
AEROVIRONMENT INC
-$409.0K
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
+$407.9K
13,284
+95%
清仓
ONTO
ONTO INNOVATION INC
-$406.8K
0
-100%
清仓
ENTG
ENTEGRIS INC
-$404.4K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$403.8K
3,478
清仓
—
ROYAL CARIBBEAN GROUP
-$395.7K
0
-100%
清仓
VEEV
VEEVA SYS INC
-$390.9K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$390.5K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$386.5K
3,868
建仓
IWM
ISHARES TR
+$379.5K
1,542
建仓
LVS
LAS VEGAS SANDS CORP
+$379.1K
5,825
清仓
CRWV
COREWEAVE INC
-$370.2K
0
-100%
增持
SPGI
S&P GLOBAL INC
+$367.7K
1,432
+83%
减持
PANW
PALO ALTO NETWORKS INC
-$351.6K
5,065
-20%
建仓
MAR
MARRIOTT INTL INC NEW
+$337.5K
1,088
建仓
TTEK
TETRA TECH INC NEW
+$334.9K
9,985
清仓
—
TE CONNECTIVITY PLC
-$330.8K
0
-100%
建仓
RBC
RBC BEARINGS INC
+$330.5K
737
建仓
UAL
UNITED AIRLS HLDGS INC
+$325.5K
2,911
清仓
TER
TERADYNE INC
-$325.0K
0
-100%
建仓
POWL
POWELL INDS INC
+$321.3K
1,008
建仓
ASX
ASE TECHNOLOGY HLDG CO LTD
+$307.5K
19,100
清仓
OKE
ONEOK INC NEW
-$307.4K
0
-100%
建仓
COHR
COHERENT CORP
+$304.9K
1,652
清仓
QQQ
INVESCO QQQ TR
-$303.2K
0
-100%
减持
GXO
GXO LOGISTICS INCORPORATED
-$302.6K
8,244
-41%
建仓
HBM
HUDBAY MINERALS INC
+$299.7K
15,098
清仓
RGLD
ROYAL GOLD INC
-$299.3K
0
-100%
