Able Wealth Management LLC
Toms River NJ · SEC CIK 0002011908
$3.74亿2026Q1 申报市值
138持仓数
44.7%前十大占比 · 第一大 11.3%
30 / 7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
IVV 加仓+$1,378.07万
CORO 新建仓+$724.69万
IEMG 加仓+$597.47万
DYNF 加仓+$516.75万
BAI 加仓+$431.54万
2026Q1 卖出最多 按季末市值估算
EQWL 减仓-$588.37万
IDMO 减仓-$477.58万
NXH 清仓-$461.15万
SPMO 减仓-$372.29万
AUSF 减仓-$339.26万
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 |
|---|---|---|---|---|---|---|---|---|
| NXH | BED BATH & BEYOND INC | $0 | 0.00% | 0 | -844,600 | -100.0% | -$461.15万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,450 | -100.0% | -$37.69万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,185 | -100.0% | -$27.49万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,774 | -100.0% | -$25.80万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -4,601 | -100.0% | -$23.22万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,318 | -100.0% | -$23.15万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -972 | -100.0% | -$21.38万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WU | WESTERN UN CO | $3.72万 | 0.01% | 14,133 | 14,133 | — | $3.72万 | 新建仓 |
| YEXT | YEXT INC | $4.83万 | 0.01% | 12,577 | 12,577 | — | $4.83万 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $7.09万 | 0.02% | 15,246 | 15,246 | — | $7.09万 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC | $7.19万 | 0.02% | 14,885 | 14,885 | — | $7.19万 | 新建仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $7.70万 | 0.02% | 12,538 | 12,538 | — | $7.70万 | 新建仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $8.68万 | 0.02% | 11,003 | 11,003 | — | $8.68万 | 新建仓 |
| AHRT | AH RLTY TR INC | $9.07万 | 0.02% | 19,728 | 19,728 | — | $9.07万 | 新建仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $11.19万 | 0.03% | 18,278 | 18,278 | — | $11.19万 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES | $12.40万 | 0.03% | 10,766 | 10,766 | — | $12.40万 | 新建仓 |
| MTA | METALLA RTY & STREAMING LTD | $12.76万 | 0.03% | 20,938 | 20,938 | — | $12.76万 | 新建仓 |
| INFY | INFOSYS LTD | $16.26万 | 0.04% | 12,036 | 12,036 | — | $16.26万 | 新建仓 |
| UVE | UNIVERSAL INS HLDGS INC | $20.10万 | 0.05% | 5,883 | 5,883 | — | $20.10万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.29万 | 0.05% | 1,370 | 1,370 | — | $20.29万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.53万 | 0.05% | 4,159 | -242 | -5.5% | -$1.19万 | 减仓 |
| T | AT&T INC | $20.78万 | 0.06% | 7,169 | 7,169 | — | $20.78万 | 新建仓 |
| MRK | MERCK & CO INC | $21.11万 | 0.06% | 2,109 | 207 | 10.9% | $2.07万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $21.19万 | 0.06% | 1,918 | -1,277 | -40.0% | -$14.11万 | 重新持有 |
| CHRD | CHORD ENERGY CORPORATION | $21.58万 | 0.06% | 1,518 | 1,518 | — | $21.58万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $21.59万 | 0.06% | 1,473 | 1 | 0.1% | $147 | 加仓 |
| MOG/A | MOOG INC | $21.74万 | 0.06% | 743 | 743 | — | $21.74万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $22.11万 | 0.06% | 1,337 | 9 | 0.7% | $1,488 | 加仓 |
| EIS | ISHARES INC | $22.16万 | 0.06% | 1,910 | 1,910 | — | $22.16万 | 新建仓 |
| — | CALAMOS ETF TR | $22.41万 | 0.06% | 8,340 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $22.52万 | 0.06% | 1,174 | 124 | 11.8% | $2.38万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.55万 | 0.06% | 7,776 | 0 | 0.0% | — | 不变 |
| PACS | PACS GROUP INC | $22.90万 | 0.06% | 10,861 | 10,861 | — | $22.90万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $23.08万 | 0.06% | 3,280 | -1,299 | -28.4% | -$9.14万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $24.15万 | 0.06% | 4,702 | 4,702 | — | $24.15万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $24.56万 | 0.07% | 8,147 | 641 | 8.5% | $1.93万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $24.69万 | 0.07% | 5,885 | -2,175 | -27.0% | -$9.13万 | 减仓 |
| — | CALAMOS ETF TR | $24.87万 | 0.07% | 9,230 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $25.00万 | 0.07% | 764 | 84 | 12.4% | $2.75万 | 加仓 |
| BIL | SPDR SERIES TRUST | $25.50万 | 0.07% | 2,783 | 2,783 | — | $25.50万 | 新建仓 |
| LLY | ELI LILLY & CO | $25.52万 | 0.07% | 313 | 57 | 22.3% | $4.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.78万 | 0.07% | 538 | 102 | 23.4% | $4.89万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.13万 | 0.07% | 4,610 | 0 | 0.0% | — | 不变 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $26.17万 | 0.07% | 9,299 | -20 | -0.2% | -$563 | 减仓 |
| HYEM | VANECK ETF TRUST | $26.46万 | 0.07% | 13,413 | -18,990 | -58.6% | -$37.47万 | 减仓 |
| CSCO | CISCO SYS INC | $26.73万 | 0.07% | 3,445 | 3,445 | — | $26.73万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $28.67万 | 0.08% | 5,975 | 5,975 | — | $28.67万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $29.48万 | 0.08% | 2,218 | -7 | -0.3% | -$930 | 减仓 |
| BTAL | AGF INVTS TR | $29.57万 | 0.08% | 21,182 | -13,691 | -39.3% | -$19.11万 | 减仓 |
| EMB | ISHARES TR | $31.19万 | 0.08% | 3,320 | 3,320 | — | $31.19万 | 新建仓 |
| IGEB | ISHARES TR | $32.00万 | 0.09% | 7,101 | -8,665 | -55.0% | -$39.04万 | 减仓 |
| META | META PLATFORMS INC | $34.70万 | 0.09% | 607 | -27 | -4.3% | -$1.54万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $35.07万 | 0.09% | 7,525 | -8,806 | -53.9% | -$41.04万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $36.46万 | 0.10% | 7,034 | 2,704 | 62.4% | $14.02万 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $37.47万 | 0.10% | 14,929 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $37.90万 | 0.10% | 13,204 | 2,881 | 27.9% | $8.27万 | 加仓 |
| IXUS | ISHARES TR | $38.27万 | 0.10% | 4,417 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $41.50万 | 0.11% | 1,140 | -20 | -1.7% | -$7,280 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $42.00万 | 0.11% | 6,554 | -654 | -9.1% | -$4.19万 | 减仓 |
| TLT | ISHARES TR | $42.13万 | 0.11% | 4,860 | -6,034 | -55.4% | -$52.31万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $44.34万 | 0.12% | 4,018 | 14 | 0.3% | $1,545 | 加仓 |
| VTV | VANGUARD INDEX FDS | $46.29万 | 0.12% | 2,359 | 1 | 0.0% | $196 | 加仓 |
| ICVT | ISHARES TR | $47.33万 | 0.13% | 4,650 | -3,405 | -42.3% | -$34.66万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $49.01万 | 0.13% | 7,216 | 273 | 3.9% | $1.85万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $51.08万 | 0.14% | 16,901 | -1,227 | -6.8% | -$3.71万 | 减仓 |
| — | COLLABORATIVE INVESTMNT SER | $51.73万 | 0.14% | 15,842 | -356 | -2.2% | -$1.16万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $52.58万 | 0.14% | 10,695 | -12,897 | -54.7% | -$63.40万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $52.92万 | 0.14% | 1,805 | 146 | 8.8% | $4.28万 | 加仓 |
| QQQ | INVESCO QQQ TR | $55.61万 | 0.15% | 963 | 61 | 6.8% | $3.52万 | 加仓 |
| PFE | PFIZER INC | $56.52万 | 0.15% | 21,529 | -551 | -2.5% | -$1.45万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $59.18万 | 0.16% | 7,655 | -95 | -1.2% | -$7,344 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $62.69万 | 0.17% | 2,915 | -80 | -2.7% | -$1.72万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $69.28万 | 0.19% | 14,518 | -5,437 | -27.2% | -$25.95万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $73.68万 | 0.20% | 15,706 | 15,706 | — | $73.68万 | 新建仓 |
| LQDH | ISHARES U S ETF TR | $75.29万 | 0.20% | 8,153 | -7,631 | -48.3% | -$70.47万 | 减仓 |
| IWY | ISHARES TR | $78.01万 | 0.21% | 3,135 | -1,856 | -37.2% | -$46.18万 | 减仓 |
| IXN | ISHARES TR | $79.45万 | 0.21% | 7,947 | -2,483 | -23.8% | -$24.82万 | 减仓 |
| NFLX | NETFLIX INC. | $80.33万 | 0.21% | 8,373 | 364 | 4.5% | $3.49万 | 加仓 |
| DEM | WISDOMTREE TR | $82.46万 | 0.22% | 16,596 | -6,327 | -27.6% | -$31.44万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $83.07万 | 0.22% | 15,739 | -1,616 | -9.3% | -$8.53万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $85.70万 | 0.23% | 2,671 | 177 | 7.1% | $5.68万 | 加仓 |
| GOVT | ISHARES TR | $86.05万 | 0.23% | 37,559 | 37,559 | — | $86.05万 | 新建仓 |
| CAIE | CALAMOS ETF TR | $88.94万 | 0.24% | 35,377 | 10,914 | 44.6% | $27.44万 | 加仓 |
| AMZN | AMAZON COM INC | $94.26万 | 0.25% | 4,526 | 1,678 | 58.9% | $34.95万 | 重新持有 |
| GOOG | ALPHABET INC | $98.39万 | 0.26% | 3,430 | 288 | 9.2% | $8.26万 | 加仓 |
| IAGG | ISHARES TR | $99.19万 | 0.27% | 19,823 | 19,823 | — | $99.19万 | 新建仓 |
| DVY | ISHARES TR | $101.16万 | 0.27% | 6,681 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $103.48万 | 0.28% | 3,599 | 204 | 6.0% | $5.87万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $110.47万 | 0.30% | 44,544 | -19,756 | -30.7% | -$49.00万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $110.51万 | 0.30% | 21,957 | -19,457 | -47.0% | -$97.93万 | 减仓 |
| MOAT | VANECK ETF TRUST | $116.06万 | 0.31% | 12,002 | -9,587 | -44.4% | -$92.71万 | 减仓 |
| LMUB | ISHARES TR | $117.60万 | 0.31% | 23,553 | 23,553 | — | $117.60万 | 新建仓 |
| GLDM | WORLD GOLD TR | $117.61万 | 0.31% | 12,688 | 5,985 | 89.3% | $55.48万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $119.99万 | 0.32% | 26,559 | 19,836 | 295.0% | $89.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $128.46万 | 0.34% | 3,510 | 611 | 21.1% | $22.36万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $131.09万 | 0.35% | 40,066 | 40,066 | — | $131.09万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $138.77万 | 0.37% | 33,798 | 33,798 | — | $138.77万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $147.74万 | 0.39% | 8,659 | 1,683 | 24.1% | $28.72万 | 加仓 |