Massachusetts Wealth Management
NORTH ANDOVER MA · SEC CIK 0001966011
$2.31亿2026Q1 申报市值
98持仓数
29.7%前十大占比 · 第一大 5.5%
4 / 2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
FCX 加仓+$277.00万
SLB 加仓+$212.30万
COP 加仓+$189.12万
JPST 加仓+$182.85万
CVX 加仓+$171.42万
2026Q1 卖出最多 按季末市值估算
XLK 减仓-$340.99万
IGV 清仓-$268.74万
AZN 清仓-$25.74万
QQQ 减仓-$17.26万
MU 减仓-$15.88万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR | $0 | 0.00% | 0 | -25,428 | -100.0% | -$268.74万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$25.74万 | 清仓 |
| VPU | VANGUARD WORLD FD | $21.30万 | 0.09% | 1,075 | -25 | -2.3% | -$4,953 | 重新持有 |
| ORCL | ORACLE CORP | $21.33万 | 0.09% | 1,450 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $21.96万 | 0.10% | 4,976 | 4,976 | — | $21.96万 | 新建仓 |
| ALLE | ALLEGION PLC | $22.07万 | 0.10% | 1,519 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $22.49万 | 0.10% | 2,410 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $23.93万 | 0.10% | 5,745 | 5,745 | — | $23.93万 | 新建仓 |
| V | VISA INC | $24.15万 | 0.10% | 799 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $27.61万 | 0.12% | 1,400 | 1,400 | — | $27.61万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $28.31万 | 0.12% | 634 | -88 | -12.2% | -$3.93万 | 减仓 |
| HACK | AMPLIFY ETF TR | $29.59万 | 0.13% | 3,940 | 3,940 | — | $29.59万 | 新建仓 |
| AVGO | BROADCOM INC | $33.74万 | 0.15% | 1,090 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $33.74万 | 0.15% | 2,050 | 325 | 18.8% | $5.35万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $36.80万 | 0.16% | 435 | 60 | 16.0% | $5.08万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $37.12万 | 0.16% | 545 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $44.12万 | 0.19% | 5,450 | 200 | 3.8% | $1.62万 | 加仓 |
| FDX | FEDEX CORP | $45.95万 | 0.20% | 1,290 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $52.34万 | 0.23% | 8,867 | 6,800 | 329.0% | $40.14万 | 重新持有 |
| XLB | SELECT SECTOR SPDR TR | $52.44万 | 0.23% | 10,495 | 4,735 | 82.2% | $23.66万 | 加仓 |
| QCOM | QUALCOMM INC | $54.38万 | 0.24% | 4,223 | 150 | 3.7% | $1.93万 | 加仓 |
| BIIB | BIOGEN INC | $58.30万 | 0.25% | 3,180 | 181 | 6.0% | $3.32万 | 加仓 |
| XOP | SPDR SERIES TRUST | $64.19万 | 0.28% | 3,530 | 1,785 | 102.3% | $32.46万 | 重新持有 |
| TSLA | TESLA INC | $71.12万 | 0.31% | 1,913 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $71.31万 | 0.31% | 4,223 | 208 | 5.2% | $3.51万 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $71.56万 | 0.31% | 8,235 | 130 | 1.6% | $1.13万 | 加仓 |
| GIS | GENERAL MILLS INC | $77.14万 | 0.33% | 20,725 | 850 | 4.3% | $3.16万 | 加仓 |
| UBS | UBS GROUP AG | $82.36万 | 0.36% | 21,080 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $98.47万 | 0.43% | 5,131 | 307 | 6.4% | $5.89万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $102.74万 | 0.45% | 14,434 | 103 | 0.7% | $7,332 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $112.53万 | 0.49% | 13,203 | 325 | 2.5% | $2.77万 | 加仓 |
| IYT | ISHARES TR | $114.32万 | 0.50% | 15,325 | -900 | -5.5% | -$6.71万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $117.00万 | 0.51% | 3,650 | 80 | 2.2% | $2.56万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $125.15万 | 0.54% | 5,163 | 135 | 2.7% | $3.27万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $128.02万 | 0.55% | 22,735 | 225 | 1.0% | $1.27万 | 加仓 |
| IHE | ISHARES TR | $128.46万 | 0.56% | 14,820 | -410 | -2.7% | -$3.55万 | 减仓 |
| BA | BOEING CO | $128.67万 | 0.56% | 6,465 | 195 | 3.1% | $3.88万 | 加仓 |
| HSY | HERSHEY CO | $130.87万 | 0.57% | 6,295 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $133.71万 | 0.58% | 2,056 | -12 | -0.6% | -$7,804 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $141.05万 | 0.61% | 17,814 | -105 | -0.6% | -$8,314 | 减仓 |
| VMC | VULCAN MATLS CO | $143.77万 | 0.62% | 5,280 | -90 | -1.7% | -$2.45万 | 减仓 |
| META | META PLATFORMS INC | $149.38万 | 0.65% | 2,611 | 15 | 0.6% | $8,582 | 加仓 |
| RTX | RTX CORPORATION | $153.64万 | 0.67% | 7,965 | -250 | -3.0% | -$4.82万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $158.31万 | 0.69% | 10,960 | 210 | 2.0% | $3.03万 | 加仓 |
| UNP | UNION PAC CORP | $158.87万 | 0.69% | 6,548 | 143 | 2.2% | $3.47万 | 加仓 |
| CSX | CSX CORP | $160.14万 | 0.69% | 39,010 | 850 | 2.2% | $3.49万 | 加仓 |
| HAL | HALLIBURTON CO | $161.81万 | 0.70% | 41,500 | 2,000 | 5.1% | $7.80万 | 加仓 |
| ITA | ISHARES TR | $173.58万 | 0.75% | 7,935 | -57 | -0.7% | -$1.25万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $173.78万 | 0.75% | 6,055 | 65 | 1.1% | $1.87万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $174.30万 | 0.76% | 28,550 | 1,525 | 5.6% | $9.31万 | 加仓 |
| HD | HOME DEPOT INC | $180.23万 | 0.78% | 5,480 | 35 | 0.6% | $1.15万 | 加仓 |
| AMZN | AMAZON COM INC | $193.69万 | 0.84% | 9,300 | 165 | 1.8% | $3.44万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $202.51万 | 0.88% | 28,810 | 300 | 1.1% | $2.11万 | 加仓 |
| ABBV | ABBVIE INC | $203.35万 | 0.88% | 9,350 | -115 | -1.2% | -$2.50万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $206.62万 | 0.90% | 7,938 | -30 | -0.4% | -$7,809 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $217.53万 | 0.94% | 27,742 | -513 | -1.8% | -$4.02万 | 减仓 |
| PEP | PEPSICO INC | $217.88万 | 0.94% | 14,030 | 229 | 1.7% | $3.56万 | 加仓 |
| IR | INGERSOLL RAND INC | $220.54万 | 0.96% | 27,526 | 56 | 0.2% | $4,487 | 加仓 |
| AMGN | AMGEN INC | $221.57万 | 0.96% | 6,297 | 55 | 0.9% | $1.94万 | 加仓 |
| MMM | 3M CO | $223.70万 | 0.97% | 15,403 | 156 | 1.0% | $2.27万 | 加仓 |
| GOOG | ALPHABET INC | $234.39万 | 1.02% | 8,171 | 105 | 1.3% | $3.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $248.80万 | 1.08% | 5,192 | 40 | 0.8% | $1.92万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $250.48万 | 1.09% | 30,554 | 1,822 | 6.3% | $14.94万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $251.71万 | 1.09% | 6,040 | -25 | -0.4% | -$1.04万 | 减仓 |
| EMR | EMERSON ELEC CO | $258.11万 | 1.12% | 19,700 | -97 | -0.5% | -$1.27万 | 减仓 |
| QQQ | INVESCO QQQ TR | $259.67万 | 1.13% | 4,499 | -299 | -6.2% | -$17.26万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $260.07万 | 1.13% | 2,610 | 35 | 1.4% | $3.49万 | 加仓 |
| CMI | CUMMINS INC | $261.21万 | 1.13% | 4,855 | -75 | -1.5% | -$4.04万 | 减仓 |
| WFC | WELLS FARGO & CO | $263.11万 | 1.14% | 33,050 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $271.22万 | 1.18% | 35,663 | 125 | 0.4% | $9,506 | 加仓 |
| STT | STATE STR CORP | $274.64万 | 1.19% | 21,700 | 75 | 0.3% | $9,492 | 加仓 |
| LLY | ELI LILLY & CO | $275.93万 | 1.20% | 3,000 | 50 | 1.7% | $4.60万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $277.97万 | 1.20% | 8,228 | -470 | -5.4% | -$15.88万 | 减仓 |
| MRK | MERCK & CO INC | $283.97万 | 1.23% | 23,607 | 600 | 2.6% | $7.22万 | 加仓 |
| DE | DEERE & CO | $285.37万 | 1.24% | 5,066 | -15 | -0.3% | -$8,450 | 减仓 |
| PFE | PFIZER INC | $308.92万 | 1.34% | 110,015 | 2,350 | 2.2% | $6.60万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $312.56万 | 1.35% | 53,175 | 47,125 | 778.9% | $277.00万 | 加仓 |
| GLW | CORNING INC | $319.05万 | 1.38% | 23,465 | 200 | 0.9% | $2.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $333.05万 | 1.44% | 19,097 | -790 | -4.0% | -$13.78万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $350.68万 | 1.52% | 23,919 | 621 | 2.7% | $9.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $360.52万 | 1.56% | 9,739 | 115 | 1.2% | $4.26万 | 加仓 |
| BAC | BANK AMERICA CORP | $368.62万 | 1.60% | 75,615 | 385 | 0.5% | $1.88万 | 加仓 |
| WMT | WALMART INC | $381.89万 | 1.66% | 30,728 | 300 | 1.0% | $3.73万 | 加仓 |
| GE | GE AEROSPACE | $417.70万 | 1.81% | 14,720 | -50 | -0.3% | -$1.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $434.49万 | 1.88% | 17,775 | 170 | 1.0% | $4.16万 | 加仓 |
| CAT | CATERPILLAR INC | $435.42万 | 1.89% | 6,146 | -210 | -3.3% | -$14.88万 | 减仓 |
| SLB | SLB LIMITED | $462.18万 | 2.00% | 89,936 | 41,311 | 85.0% | $212.30万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $469.73万 | 2.04% | 76,678 | 6,125 | 8.7% | $37.52万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $499.81万 | 2.17% | 63,051 | -1,350 | -2.1% | -$10.70万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $515.29万 | 2.23% | 104,374 | 273 | 0.3% | $1.35万 | 加仓 |
| GEV | GE VERNOVA INC | $530.72万 | 2.30% | 6,080 | 24 | 0.4% | $2.09万 | 加仓 |
| AAPL | APPLE INC | $547.49万 | 2.37% | 21,573 | -77 | -0.4% | -$1.95万 | 减仓 |
| COP | CONOCOPHILLIPS | $571.63万 | 2.48% | 43,305 | 14,327 | 49.4% | $189.12万 | 加仓 |
| C | CITIGROUP INC | $583.78万 | 2.53% | 51,475 | 260 | 0.5% | $2.95万 | 加仓 |
| CVX | CHEVRON CORPORATION | $589.23万 | 2.55% | 28,479 | 8,285 | 41.0% | $171.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $601.41万 | 2.61% | 20,445 | 505 | 2.5% | $14.86万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $622.89万 | 2.70% | 38,514 | 414 | 1.1% | $6.70万 | 加仓 |
| — | EXXON MOBIL CORP | $756.67万 | 3.28% | 44,599 | 8,505 | 23.6% | $144.30万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $781.96万 | 3.39% | 58,838 | -25,658 | -30.4% | -$340.99万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,276.81万 | 5.53% | 252,285 | 36,130 | 16.7% | $182.85万 | 加仓 |