Massachusetts Wealth Management
NORTH ANDOVER MA · SEC CIK 0001966011
$2.62亿2026Q2 申报市值
98持仓数
31.1%前十大占比 · 第一大 5.3%
1 / 1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
JPST 加仓+$127.74万
BBY 新建仓+$82.53万
XLV 加仓+$14.12万
XLI 加仓+$12.13万
HACK 加仓+$11.86万
2026Q2 卖出最多 按季末市值估算
DOW 清仓-$23.93万
MU 减仓-$23.09万
TT 减仓-$5.16万
COST 减仓-$4.68万
COP 减仓-$4.42万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $1,403.55万 | 5.35% | 277,545 | 25,260 | 10.0% | $127.74万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,132.74万 | 4.32% | 59,455 | 617 | 1.0% | $11.76万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $926.66万 | 3.53% | 8,028 | -200 | -2.4% | -$23.09万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $725.53万 | 2.76% | 39,169 | 655 | 1.7% | $12.13万 | 加仓 |
| GEV | GE VERNOVA INC | $718.43万 | 2.74% | 6,115 | 35 | 0.6% | $4.11万 | 加仓 |
| C | CITIGROUP INC | $717.50万 | 2.73% | 51,265 | -210 | -0.4% | -$2.94万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $667.92万 | 2.54% | 20,405 | -40 | -0.2% | -$1.31万 | 减仓 |
| CAT | CATERPILLAR INC | $653.96万 | 2.49% | 6,141 | -5 | -0.1% | -$5,325 | 减仓 |
| AAPL | APPLE INC | $619.88万 | 2.36% | 21,423 | -150 | -0.7% | -$4.34万 | 减仓 |
| — | EXXON MOBIL CORP | $606.34万 | 2.31% | 44,349 | -250 | -0.6% | -$3.42万 | 减仓 |
| GLW | CORNING INC | $599.37万 | 2.28% | 23,465 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $569.13万 | 2.17% | 106,162 | 1,788 | 1.7% | $9.59万 | 加仓 |
| GE | GE AEROSPACE | $554.61万 | 2.11% | 14,840 | 120 | 0.8% | $4.48万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $497.50万 | 1.90% | 62,951 | -100 | -0.2% | -$7,903 | 减仓 |
| CVX | CHEVRON CORPORATION | $470.00万 | 1.79% | 28,354 | -125 | -0.4% | -$2.07万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $453.34万 | 1.73% | 17,850 | 75 | 0.4% | $1.90万 | 加仓 |
| COP | CONOCOPHILLIPS | $445.78万 | 1.70% | 42,880 | -425 | -1.0% | -$4.42万 | 减仓 |
| BAC | BANK OF AMER CORP | $431.85万 | 1.65% | 75,790 | 175 | 0.2% | $9,972 | 加仓 |
| SLB | SLB LIMITED | $418.00万 | 1.59% | 89,911 | -25 | -0.0% | -$1,162 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $417.13万 | 1.59% | 78,541 | 1,863 | 2.4% | $9.89万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $393.62万 | 1.50% | 24,809 | 890 | 3.7% | $14.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $383.61万 | 1.46% | 19,172 | 75 | 0.4% | $1.50万 | 加仓 |
| STT | STATE STR CORP | $365.49万 | 1.39% | 21,550 | -150 | -0.7% | -$2.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $363.67万 | 1.39% | 9,749 | 10 | 0.1% | $3,730 | 加仓 |
| LLY | ELI LILLY & CO | $359.83万 | 1.37% | 3,000 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $349.44万 | 1.33% | 30,853 | 125 | 0.4% | $1.42万 | 加仓 |
| CMI | CUMMINS INC | $347.69万 | 1.32% | 4,875 | 20 | 0.4% | $1.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $330.79万 | 1.26% | 4,492 | -7 | -0.2% | -$5,155 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $330.17万 | 1.26% | 52,500 | -675 | -1.3% | -$4.25万 | 减仓 |
| DE | DEERE & CO | $324.52万 | 1.24% | 5,116 | 50 | 1.0% | $3.17万 | 加仓 |
| MRK | MERCK & CO INC | $304.76万 | 1.16% | 23,717 | 110 | 0.5% | $1.41万 | 加仓 |
| GOOG | ALPHABET INC | $298.42万 | 1.14% | 8,446 | 275 | 3.4% | $9.72万 | 加仓 |
| KO | COCA COLA CO | $293.08万 | 1.12% | 36,063 | 400 | 1.1% | $3.25万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $291.50万 | 1.11% | 5,935 | -105 | -1.7% | -$5.16万 | 减仓 |
| EMR | EMERSON ELEC CO | $283.44万 | 1.08% | 19,800 | 100 | 0.5% | $1.43万 | 加仓 |
| WFC | WELLS FARGO & CO | $273.25万 | 1.04% | 33,065 | 15 | 0.0% | $1,240 | 加仓 |
| PFE | PFIZER INC | $266.84万 | 1.02% | 110,815 | 800 | 0.7% | $1.93万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $262.33万 | 1.00% | 31,579 | 1,025 | 3.4% | $8.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $260.30万 | 0.99% | 5,202 | 10 | 0.2% | $5,004 | 加仓 |
| MMM | 3M CO | $250.52万 | 0.95% | 15,473 | 70 | 0.5% | $1.13万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $241.35万 | 0.92% | 28,960 | 150 | 0.5% | $1.25万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $239.48万 | 0.91% | 2,560 | -50 | -1.9% | -$4.68万 | 减仓 |
| ABBV | ABBVIE INC | $234.65万 | 0.89% | 9,325 | -25 | -0.3% | -$6,291 | 减仓 |
| AMGN | AMGEN INC | $229.85万 | 0.88% | 6,347 | 50 | 0.8% | $1.81万 | 加仓 |
| IR | INGERSOLL RAND INC | $226.83万 | 0.86% | 27,666 | 140 | 0.5% | $1.15万 | 加仓 |
| AMZN | AMAZON COM INC | $226.66万 | 0.86% | 9,510 | 210 | 2.3% | $5.01万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $214.97万 | 0.82% | 7,948 | 10 | 0.1% | $2,705 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $213.80万 | 0.81% | 27,442 | -300 | -1.1% | -$2.34万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $194.26万 | 0.74% | 6,175 | 120 | 2.0% | $3.78万 | 加仓 |
| ITA | ISHARES TR | $194.13万 | 0.74% | 8,008 | 73 | 0.9% | $1.77万 | 加仓 |
| PEP | PEPSICO INC | $192.34万 | 0.73% | 14,205 | 175 | 1.2% | $2.37万 | 加仓 |
| HD | HOME DEPOT INC | $191.51万 | 0.73% | 5,430 | -50 | -0.9% | -$1.76万 | 减仓 |
| CSX | CSX CORP | $186.72万 | 0.71% | 39,285 | 275 | 0.7% | $1.31万 | 加仓 |
| UNP | UNION PAC CORP | $180.69万 | 0.69% | 6,643 | 95 | 1.5% | $2.58万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $169.51万 | 0.65% | 23,110 | 375 | 1.6% | $2.75万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $163.65万 | 0.62% | 11,160 | 200 | 1.8% | $2.93万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $159.43万 | 0.61% | 17,784 | -30 | -0.2% | -$2,689 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $159.01万 | 0.61% | 28,650 | 100 | 0.4% | $5,550 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $153.54万 | 0.58% | 2,056 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $153.21万 | 0.58% | 8,075 | 110 | 1.4% | $2.09万 | 加仓 |
| VMC | VULCAN MATLS CO | $152.82万 | 0.58% | 5,180 | -100 | -1.9% | -$2.95万 | 减仓 |
| META | META PLATFORMS INC | $150.17万 | 0.57% | 2,666 | 55 | 2.1% | $3.10万 | 加仓 |
| BA | BOEING CO | $147.96万 | 0.56% | 6,835 | 370 | 5.7% | $8.01万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $147.58万 | 0.56% | 5,248 | 85 | 1.6% | $2.39万 | 加仓 |
| IHE | ISHARES TR | $144.80万 | 0.55% | 14,625 | -195 | -1.3% | -$1.93万 | 减仓 |
| HAL | HALLIBURTON CO | $142.84万 | 0.54% | 42,075 | 575 | 1.4% | $1.95万 | 加仓 |
| IYT | ISHARES TR | $132.47万 | 0.50% | 15,270 | -55 | -0.4% | -$4,771 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $127.05万 | 0.48% | 3,690 | 40 | 1.1% | $1.38万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $123.57万 | 0.47% | 13,478 | 275 | 2.1% | $2.52万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $115.47万 | 0.44% | 5,427 | 296 | 5.8% | $6.30万 | 加仓 |
| HSY | HERSHEY CO | $110.45万 | 0.42% | 6,295 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $104.47万 | 0.40% | 21,080 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $93.99万 | 0.36% | 14,684 | 250 | 1.7% | $1.60万 | 加仓 |
| IBB | ISHARES TR | $84.56万 | 0.32% | 4,446 | 223 | 5.3% | $4.24万 | 加仓 |
| BBY | BEST BUY INC | $82.53万 | 0.31% | 10,876 | 10,876 | — | $82.53万 | 新建仓 |
| TSLA | TESLA INC | $80.46万 | 0.31% | 1,913 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $77.11万 | 0.29% | 4,173 | -50 | -1.2% | -$9,240 | 减仓 |
| GIS | GENERAL MILLS INC | $73.17万 | 0.28% | 21,025 | 300 | 1.4% | $1.04万 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $73.03万 | 0.28% | 8,235 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $69.79万 | 0.27% | 3,230 | 50 | 1.6% | $1.08万 | 加仓 |
| INTC | INTEL CORP | $69.48万 | 0.26% | 4,976 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $63.86万 | 0.24% | 4,140 | 610 | 17.3% | $9.41万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $54.95万 | 0.21% | 10,810 | 315 | 3.0% | $1.60万 | 加仓 |
| HACK | AMPLIFY ETF TR | $53.20万 | 0.20% | 5,070 | 1,130 | 28.7% | $11.86万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $46.52万 | 0.18% | 460 | 25 | 5.7% | $2.53万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $44.76万 | 0.17% | 8,767 | -100 | -1.1% | -$5,105 | 减仓 |
| MS | MORGAN STANLEY | $44.42万 | 0.17% | 2,125 | 75 | 3.7% | $1.57万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $44.23万 | 0.17% | 5,450 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $41.30万 | 0.16% | 545 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $41.17万 | 0.16% | 1,090 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $40.39万 | 0.15% | 1,290 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $36.36万 | 0.14% | 732 | 98 | 15.5% | $4.87万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $29.26万 | 0.11% | 2,410 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $27.41万 | 0.10% | 799 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $26.55万 | 0.10% | 1,400 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $21.34万 | 0.08% | 1,519 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $21.25万 | 0.08% | 1,450 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $21.04万 | 0.08% | 1,075 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -5,745 | -100.0% | -$23.93万 | 清仓 |