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 |
|---|---|---|---|---|---|---|---|---|
| FRO | FRONTLINE PLC | $0 | 0.00% | 0 | -17,935 | -100.0% | -$62.52万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,946 | -100.0% | -$60.48万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -27,476 | -100.0% | -$57.04万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -5,488 | -100.0% | -$56.35万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1,245 | -100.0% | -$49.36万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -2,969 | -100.0% | -$48.55万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,952 | -100.0% | -$46.12万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -2,462 | -100.0% | -$46.10万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -1,867 | -100.0% | -$42.70万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -3,909 | -100.0% | -$39.12万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -3,700 | -100.0% | -$38.68万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -3,077 | -100.0% | -$38.60万 | 清仓 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -4,281 | -100.0% | -$38.37万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -13,157 | -100.0% | -$38.14万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -7,537 | -100.0% | -$37.84万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,161 | -100.0% | -$36.30万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,717 | -100.0% | -$35.71万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,641 | -100.0% | -$34.47万 | 清仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $0 | 0.00% | 0 | -16,629 | -100.0% | -$34.21万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -1,366 | -100.0% | -$34.11万 | 清仓 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -7,036 | -100.0% | -$34.10万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -9,889 | -100.0% | -$32.78万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -2,081 | -100.0% | -$29.77万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,539 | -100.0% | -$28.73万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -587 | -100.0% | -$27.07万 | 清仓 |