Whalen Wealth Management Inc.
LAS VEGAS NV · SEC CIK 0001894447
$2.22亿2026Q2 申报市值
195持仓数
27.2%前十大占比 · 第一大 3.9%
42 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WMT 加仓+$325.70万
SHY 加仓+$187.81万
GEV 加仓+$187.74万
CVX 加仓+$153.18万
XBI 加仓+$149.70万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$257.24万
USFR 减仓-$229.28万
AVGO 减仓-$175.95万
PHM 减仓-$143.95万
VGIT 清仓-$110.05万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UTI | UNIVERSAL TECHNICAL INST INC | $44.11万 | 0.20% | 10,313 | -10,869 | -51.3% | -$46.49万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $44.44万 | 0.20% | 7,884 | 7,884 | — | $44.44万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $44.55万 | 0.20% | 6,399 | 6,399 | — | $44.55万 | 新建仓 |
| CRH | CRH PLC | $44.97万 | 0.20% | 4,203 | -2,502 | -37.3% | -$26.77万 | 减仓 |
| TJX | TJX COS INC NEW | $45.61万 | 0.21% | 3,011 | 640 | 27.0% | $9.70万 | 加仓 |
| VMC | VULCAN MATLS CO | $46.20万 | 0.21% | 1,566 | 368 | 30.7% | $10.86万 | 重新持有 |
| CHWY | CHEWY INC | $46.48万 | 0.21% | 23,653 | 7,191 | 43.7% | $14.13万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $46.50万 | 0.21% | 2,257 | 2,257 | — | $46.50万 | 新建仓 |
| EWZ | ISHARES INC | $46.53万 | 0.21% | 13,486 | 6,088 | 82.3% | $21.00万 | 加仓 |
| MP | MP MATERIALS CORP | $47.51万 | 0.21% | 8,482 | 8,482 | — | $47.51万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $48.72万 | 0.22% | 8,371 | 1,752 | 26.5% | $10.20万 | 加仓 |
| PHM | PULTE GROUP INC | $49.56万 | 0.22% | 3,612 | -10,491 | -74.4% | -$143.95万 | 减仓 |
| NET | CLOUDFLARE INC | $49.87万 | 0.22% | 2,033 | -179 | -8.1% | -$4.39万 | 减仓 |
| UMBF | UMB FINL CORP | $50.14万 | 0.23% | 3,512 | -227 | -6.1% | -$3.24万 | 减仓 |
| RBC | RBC BEARINGS INC | $50.19万 | 0.23% | 779 | 42 | 5.7% | $2.71万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $50.23万 | 0.23% | 896 | 896 | — | $50.23万 | 新建仓 |
| MTRN | MATERION CORP | $50.26万 | 0.23% | 1,690 | -111 | -6.2% | -$3.30万 | 减仓 |
| EVR | EVERCORE INC | $50.77万 | 0.23% | 1,487 | -100 | -6.3% | -$3.41万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $51.15万 | 0.23% | 944 | 95 | 11.2% | $5.15万 | 加仓 |
| PBI | PITNEY BOWES INC | $52.57万 | 0.24% | 30,005 | 30,005 | — | $52.57万 | 新建仓 |
| PWR | QUANTA SVCS INC | $52.85万 | 0.24% | 734 | 299 | 68.7% | $21.53万 | 加仓 |
| ET | ENERGY TRANSFER L P | $52.99万 | 0.24% | 27,714 | 27,714 | — | $52.99万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $53.35万 | 0.24% | 3,588 | 3,588 | — | $53.35万 | 新建仓 |
| NTRA | NATERA INC | $53.39万 | 0.24% | 1,967 | 873 | 79.8% | $23.70万 | 重新持有 |
| TDY | TELEDYNE TECHNOLOGIES INC | $53.49万 | 0.24% | 802 | 463 | 136.6% | $30.88万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $53.68万 | 0.24% | 21,814 | 4,705 | 27.5% | $11.58万 | 加仓 |
| TOST | TOAST INC | $54.04万 | 0.24% | 19,425 | 2,543 | 15.1% | $7.07万 | 加仓 |
| PODD | INSULET CORP | $54.14万 | 0.24% | 3,556 | 1,735 | 95.3% | $26.42万 | 加仓 |
| KSTR | KRANESHARES TRUST | $55.24万 | 0.25% | 17,075 | 17,075 | — | $55.24万 | 新建仓 |
| DIS | DISNEY WALT CO | $55.58万 | 0.25% | 5,774 | 2,765 | 91.9% | $26.62万 | 加仓 |
| EXEL | EXELIXIS INC | $55.64万 | 0.25% | 10,226 | -200 | -1.9% | -$1.09万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $56.33万 | 0.25% | 3,011 | 1,112 | 58.6% | $20.80万 | 加仓 |
| MMSI | MERIT MED SYS INC | $57.12万 | 0.26% | 8,238 | 2,374 | 40.5% | $16.46万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $57.46万 | 0.26% | 8,065 | 1,710 | 26.9% | $12.18万 | 加仓 |
| APP | APPLOVIN CORP | $58.86万 | 0.26% | 1,142 | -907 | -44.3% | -$46.75万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $60.15万 | 0.27% | 7,685 | 1,207 | 18.6% | $9.45万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $60.73万 | 0.27% | 3,120 | 258 | 9.0% | $5.02万 | 加仓 |
| MTUM | ISHARES TR | $62.64万 | 0.28% | 1,827 | 435 | 31.2% | $14.91万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $65.11万 | 0.29% | 6,493 | 888 | 15.8% | $8.90万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $68.40万 | 0.31% | 2,354 | 781 | 49.7% | $22.70万 | 加仓 |
| GLD | SPDR GOLD TR | $70.14万 | 0.32% | 1,904 | 403 | 26.8% | $14.85万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $72.29万 | 0.33% | 11,495 | 3,308 | 40.4% | $20.80万 | 加仓 |
| WMB | WILLIAMS COS INC | $73.31万 | 0.33% | 9,862 | 241 | 2.5% | $1.79万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $78.28万 | 0.35% | 9,729 | -930 | -8.7% | -$7.48万 | 减仓 |
| ETN | EATON CORP PLC | $79.00万 | 0.36% | 1,854 | 474 | 34.3% | $20.20万 | 加仓 |
| IEF | ISHARES TR | $80.12万 | 0.36% | 8,472 | 8,472 | — | $80.12万 | 新建仓 |
| MTZ | MASTEC INC | $81.17万 | 0.37% | 1,951 | 417 | 27.2% | $17.35万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $81.60万 | 0.37% | 590 | -81 | -12.1% | -$11.20万 | 减仓 |
| ADI | ANALOG DEVICES INC | $81.94万 | 0.37% | 2,063 | -181 | -8.1% | -$7.19万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $82.92万 | 0.37% | 820 | -225 | -21.5% | -$22.75万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $85.40万 | 0.38% | 5,824 | 1,844 | 46.3% | $27.04万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $86.20万 | 0.39% | 2,845 | 34 | 1.2% | $1.03万 | 加仓 |
| KO | COCA COLA CO | $86.62万 | 0.39% | 10,658 | 2,916 | 37.7% | $23.70万 | 加仓 |
| ABBV | ABBVIE INC | $93.11万 | 0.42% | 3,700 | 728 | 24.5% | $18.32万 | 加仓 |
| RL | RALPH LAUREN CORP | $93.98万 | 0.42% | 2,341 | 115 | 5.2% | $4.62万 | 加仓 |
| LIN | LINDE PLC | $96.57万 | 0.43% | 1,861 | 91 | 5.1% | $4.72万 | 加仓 |
| C | CITIGROUP INC | $97.36万 | 0.44% | 6,956 | -211 | -2.9% | -$2.95万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $97.49万 | 0.44% | 7,169 | -450 | -5.9% | -$6.12万 | 减仓 |
| HD | HOME DEPOT INC | $98.87万 | 0.44% | 2,803 | 15 | 0.5% | $5,291 | 加仓 |
| CSCO | CISCO SYS INC | $100.37万 | 0.45% | 8,545 | 98 | 1.2% | $1.15万 | 加仓 |
| KLAC | KLA CORP | $100.44万 | 0.45% | 3,329 | 3,329 | — | $100.44万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $103.87万 | 0.47% | 6,163 | -299 | -4.6% | -$5.04万 | 减仓 |
| TXN | TEXAS INSTRS INC | $105.75万 | 0.48% | 3,548 | 3,548 | — | $105.75万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $111.46万 | 0.50% | 9,114 | 145 | 1.6% | $1.77万 | 加仓 |
| SNDK | SANDISK CORP | $114.37万 | 0.51% | 503 | 503 | — | $114.37万 | 新建仓 |
| MS | MORGAN STANLEY | $117.48万 | 0.53% | 5,620 | -917 | -14.0% | -$19.17万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $117.71万 | 0.53% | 2,728 | 2,728 | — | $117.71万 | 新建仓 |
| WFC | WELLS FARGO & CO | $118.97万 | 0.54% | 14,396 | 3,105 | 27.5% | $25.66万 | 加仓 |
| AMAT | APPLIED MATLS INC | $119.79万 | 0.54% | 1,657 | -240 | -12.7% | -$17.35万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $120.50万 | 0.54% | 10,328 | -1,451 | -12.3% | -$16.93万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $122.31万 | 0.55% | 2,822 | -2,312 | -45.0% | -$100.20万 | 减仓 |
| EMLC | VANECK ETF TRUST | $124.89万 | 0.56% | 48,862 | 20,439 | 71.9% | $52.24万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $125.49万 | 0.56% | 1,680 | -7 | -0.4% | -$5,229 | 减仓 |
| GE | GE AEROSPACE | $127.44万 | 0.57% | 3,410 | 657 | 23.9% | $24.55万 | 加仓 |
| ORCL | ORACLE CORP | $131.04万 | 0.59% | 8,942 | 900 | 11.2% | $13.19万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $133.57万 | 0.60% | 4,484 | 4,484 | — | $133.57万 | 新建仓 |
| TSLA | TESLA INC | $136.56万 | 0.61% | 3,247 | 127 | 4.1% | $5.34万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $138.99万 | 0.63% | 7,683 | 1,998 | 35.1% | $36.15万 | 加仓 |
| — | EXXON MOBIL CORP | $141.21万 | 0.64% | 10,328 | 3,646 | 54.6% | $49.85万 | 加仓 |
| SGOV | ISHARES TR | $141.94万 | 0.64% | 14,099 | 713 | 5.3% | $7.18万 | 加仓 |
| FLEX | FLEX LTD | $143.80万 | 0.65% | 8,873 | -3,841 | -30.2% | -$62.25万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $145.98万 | 0.66% | 5,748 | 2,737 | 90.9% | $69.51万 | 加仓 |
| INTC | INTEL CORP | $151.37万 | 0.68% | 10,841 | -6,115 | -36.1% | -$85.38万 | 减仓 |
| NFLX | NETFLIX INC. | $154.56万 | 0.70% | 21,647 | 5,757 | 36.2% | $41.10万 | 加仓 |
| MRK | MERCK & CO INC | $160.05万 | 0.72% | 12,455 | 3,844 | 44.6% | $49.40万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $160.86万 | 0.72% | 4,717 | -348 | -6.9% | -$11.87万 | 重新持有 |
| BAC | BANK OF AMER CORP | $164.87万 | 0.74% | 28,935 | -1,880 | -6.1% | -$10.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $171.05万 | 0.77% | 1,829 | -239 | -11.6% | -$22.35万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $171.69万 | 0.77% | 25,534 | -185 | -0.7% | -$1.24万 | 减仓 |
| XBI | SPDR SERIES TRUST | $174.85万 | 0.79% | 11,049 | 9,460 | 595.3% | $149.70万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $178.17万 | 0.80% | 3,469 | -725 | -17.3% | -$37.24万 | 减仓 |
| XME | SPDR SERIES TRUST | $179.78万 | 0.81% | 16,813 | 770 | 4.8% | $8.23万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $181.30万 | 0.82% | 1,571 | -2,229 | -58.7% | -$257.24万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $181.63万 | 0.82% | 6,459 | 4,424 | 217.4% | $124.41万 | 加仓 |
| CAT | CATERPILLAR INC | $190.94万 | 0.86% | 1,793 | -669 | -27.2% | -$71.24万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $192.38万 | 0.87% | 42,761 | -283 | -0.7% | -$1.27万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $194.89万 | 0.88% | 4,689 | -558 | -10.6% | -$23.19万 | 减仓 |
| TIP | ISHARES TR | $200.84万 | 0.90% | 18,353 | 1,850 | 11.2% | $20.24万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $207.08万 | 0.93% | 3,565 | -1,281 | -26.4% | -$74.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $210.56万 | 0.95% | 4,208 | 2,378 | 129.9% | $118.99万 | 加仓 |