WNY Asset Management, LLC
Williamsville NY · SEC CIK 0001803296
$9.67亿2026Q1 申报市值
249持仓数
51.2%前十大占比 · 第一大 9.7%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $28.80万 | 0.03% | 1,969 | — | — | — | — |
| TDVG | T ROWE PRICE ETF INC | $28.72万 | 0.03% | 6,435 | — | — | — | — |
| MMM | 3M CO | $28.45万 | 0.03% | 1,959 | — | — | — | — |
| IAU | ISHARES GOLD TR | $28.25万 | 0.03% | 3,204 | — | — | — | — |
| XLV | SELECT SECTOR SPDR TR | $28.16万 | 0.03% | 1,921 | — | — | — | — |
| VUSB | VANGUARD BD INDEX FDS | $27.90万 | 0.03% | 5,604 | — | — | — | — |
| QCOM | QUALCOMM INC | $27.90万 | 0.03% | 2,166 | — | — | — | — |
| DFIV | DIMENSIONAL ETF TRUST | $27.54万 | 0.03% | 5,219 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC | $27.32万 | 0.03% | 1,704 | — | — | — | — |
| KMB | KIMBERLY-CLARK CORP | $26.89万 | 0.03% | 2,787 | — | — | — | — |
| TLT | ISHARES TR | $26.83万 | 0.03% | 3,095 | — | — | — | — |
| ORCL | ORACLE CORP | $26.51万 | 0.03% | 1,802 | — | — | — | — |
| EMXC | ISHARES INC | $26.44万 | 0.03% | 3,361 | — | — | — | — |
| PULS | PGIM ETF TR | $26.33万 | 0.03% | 5,320 | — | — | — | — |
| TLH | ISHARES TR | $25.95万 | 0.03% | 2,576 | — | — | — | — |
| VBR | VANGUARD INDEX FDS | $25.78万 | 0.03% | 1,186 | — | — | — | — |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $25.71万 | 0.03% | 27,910 | — | — | — | — |
| SCHY | SCHWAB STRATEGIC TR | $25.48万 | 0.03% | 8,047 | — | — | — | — |
| JPEF | J P MORGAN EXCHANGE TRADED F | $25.42万 | 0.03% | 3,540 | — | — | — | — |
| HQH | ABRDN HEALTHCARE INVESTORS | $25.28万 | 0.03% | 14,213 | — | — | — | — |
| JBND | J P MORGAN EXCHANGE TRADED F | $25.23万 | 0.03% | 4,693 | — | — | — | — |
| — | HONEYWELL INTL INC | $25.17万 | 0.03% | 1,114 | — | — | — | — |
| BBHY | J P MORGAN EXCHANGE TRADED F | $24.88万 | 0.03% | 5,429 | — | — | — | — |
| VO | VANGUARD INDEX FDS | $24.65万 | 0.03% | 858 | — | — | — | — |
| GSG | ISHARES S&P GSCI COMMODITY- | $24.16万 | 0.02% | 7,490 | — | — | — | — |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $23.93万 | 0.02% | 14,710 | — | — | — | — |
| NFLX | NETFLIX INC. | $23.83万 | 0.02% | 2,478 | — | — | — | — |
| BLK | BLACKROCK INC | $23.08万 | 0.02% | 240 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC | $22.92万 | 0.02% | 1,386 | — | — | — | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $22.91万 | 0.02% | 964 | — | — | — | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $22.77万 | 0.02% | 4,213 | — | — | — | — |
| NOBL | PROSHARES TR | $22.61万 | 0.02% | 2,132 | — | — | — | — |
| SPYG | SPDR SERIES TRUST | $22.37万 | 0.02% | 2,285 | — | — | — | — |
| BKNG | BOOKING HOLDINGS INC | $21.89万 | 0.02% | 52 | — | — | — | — |
| PAYX | PAYCHEX INC | $21.85万 | 0.02% | 2,372 | — | — | — | — |
| OEF | ISHARES TR | $21.82万 | 0.02% | 686 | — | — | — | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $21.64万 | 0.02% | 2,730 | — | — | — | — |
| V | VISA INC | $21.51万 | 0.02% | 712 | — | — | — | — |
| EFIV | SPDR SERIES TRUST | $20.86万 | 0.02% | 3,307 | — | — | — | — |
| EVLN | MORGAN STANLEY ETF TRUST | $20.76万 | 0.02% | 4,309 | — | — | — | — |
| NVO | NOVO-NORDISK A S | $20.71万 | 0.02% | 5,624 | — | — | — | — |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $20.70万 | 0.02% | 8,174 | — | — | — | — |
| KHC | KRAFT HEINZ CO | $20.26万 | 0.02% | 9,010 | — | — | — | — |
| BIZD | VANECK ETF TRUST | $19.61万 | 0.02% | 15,320 | — | — | — | — |
| FDUS | FIDUS INVT CORP | $17.59万 | 0.02% | 10,100 | — | — | — | — |
| OGN | ORGANON & CO | $6.39万 | 0.01% | 10,666 | — | — | — | — |
| — | WHEELS UP EXPERIENCE INC | $3.87万 | 0.00% | 75,000 | — | — | — | — |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $2.33万 | 0.00% | 13,229 | — | — | — | — |
| — | HYPERSCALE DATA INC | $6,520 | 0.00% | 43,350 | — | — | — | — |