Able Wealth Management LLC
Toms River NJ · SEC CIK 0002011908
$4.36亿2026Q2 申报市值
182持仓数
46.6%前十大占比 · 第一大 10.4%
66 / 24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
IVV 加仓+$2,002.77万
CORO 加仓+$875.42万
SPYG 加仓+$256.48万
LMUB 加仓+$232.86万
IDEF 加仓+$214.69万
2026Q2 卖出最多 按季末市值估算
JQUA 减仓-$717.14万
EFV 减仓-$519.28万
OEF 减仓-$287.52万
SPMO 减仓-$286.52万
EQWL 减仓-$241.20万
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 |
|---|---|---|---|---|---|---|---|---|
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -15,706 | -100.0% | -$73.68万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -4,860 | -100.0% | -$42.13万 | 清仓 |
| CLOA | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -7,034 | -100.0% | -$36.46万 | 清仓 |
| JBBB | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -7,525 | -100.0% | -$35.07万 | 清仓 |
| IGEB | ISHARES TR | $0 | 0.00% | 0 | -7,101 | -100.0% | -$32.00万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -3,320 | -100.0% | -$31.19万 | 清仓 |
| HYEM | VANECK ETF TRUST | $0 | 0.00% | 0 | -13,413 | -100.0% | -$26.46万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,610 | -100.0% | -$26.13万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,783 | -100.0% | -$25.50万 | 清仓 |
| PACS | PACS GROUP INC | $0 | 0.00% | 0 | -10,861 | -100.0% | -$22.90万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,337 | -100.0% | -$22.11万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,473 | -100.0% | -$21.59万 | 清仓 |
| CHRD | CHORD ENERGY CORPORATION | $0 | 0.00% | 0 | -1,518 | -100.0% | -$21.58万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,918 | -100.0% | -$21.19万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,169 | -100.0% | -$20.78万 | 清仓 |
| UVE | UNIVERSAL INS HLDGS INC | $0 | 0.00% | 0 | -5,883 | -100.0% | -$20.10万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -12,036 | -100.0% | -$16.26万 | 清仓 |
| — | NET LEASE OFFICE PROPERTIES | $0 | 0.00% | 0 | -10,766 | -100.0% | -$12.40万 | 清仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $0 | 0.00% | 0 | -18,278 | -100.0% | -$11.19万 | 清仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $0 | 0.00% | 0 | -11,003 | -100.0% | -$8.68万 | 清仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $0 | 0.00% | 0 | -12,538 | -100.0% | -$7.70万 | 清仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $0 | 0.00% | 0 | -15,246 | -100.0% | -$7.09万 | 清仓 |
| YEXT | YEXT INC | $0 | 0.00% | 0 | -12,577 | -100.0% | -$4.83万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -14,133 | -100.0% | -$3.72万 | 清仓 |
| CGAU | CENTERRA GOLD INC | $4.87万 | 0.01% | 12,485 | 12,485 | — | $4.87万 | 新建仓 |
| CXM | SPRINKLR INC | $5.65万 | 0.01% | 15,110 | 15,110 | — | $5.65万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $5.82万 | 0.01% | 10,506 | 10,506 | — | $5.82万 | 新建仓 |
| AGNT | AGNT INC | $6.45万 | 0.01% | 16,890 | 16,890 | — | $6.45万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $7.78万 | 0.02% | 14,010 | 14,010 | — | $7.78万 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC | $8.45万 | 0.02% | 12,265 | -2,620 | -17.6% | -$1.81万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $8.98万 | 0.02% | 11,032 | 11,032 | — | $8.98万 | 新建仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $9.24万 | 0.02% | 11,780 | 11,780 | — | $9.24万 | 新建仓 |
| — | ORLA MNG LTD NEW | $9.67万 | 0.02% | 11,663 | 11,663 | — | $9.67万 | 新建仓 |
| SXC | SUNCOKE ENERGY INC | $9.94万 | 0.02% | 12,346 | 12,346 | — | $9.94万 | 新建仓 |
| OI | O-I GLASS INC | $10.96万 | 0.03% | 12,299 | 12,299 | — | $10.96万 | 新建仓 |
| AMCX | AMC GLOBAL MEDIA INC | $11.04万 | 0.03% | 11,061 | 11,061 | — | $11.04万 | 新建仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $11.47万 | 0.03% | 14,728 | 14,728 | — | $11.47万 | 新建仓 |
| MTA | METALLA RTY & STREAMING LTD | $11.80万 | 0.03% | 15,551 | -5,387 | -25.7% | -$4.09万 | 减仓 |
| AHRT | AH RLTY TR INC | $12.63万 | 0.03% | 17,846 | -1,882 | -9.5% | -$1.33万 | 减仓 |
| ADAM | ADAMAS TRUST INC. | $14.10万 | 0.03% | 15,034 | 15,034 | — | $14.10万 | 新建仓 |
| HCKT | HACKETT GROUP INC | $14.26万 | 0.03% | 13,237 | 13,237 | — | $14.26万 | 新建仓 |
| OSPN | ONESPAN INC | $14.89万 | 0.03% | 10,823 | 10,823 | — | $14.89万 | 新建仓 |
| CNNE | CANNAE HLDGS INC | $15.02万 | 0.03% | 10,429 | 10,429 | — | $15.02万 | 新建仓 |
| BTAL | AGF INVTS TR | $15.96万 | 0.04% | 14,315 | -6,867 | -32.4% | -$7.66万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $16.79万 | 0.04% | 15,719 | 15,719 | — | $16.79万 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $16.99万 | 0.04% | 27,182 | 27,182 | — | $16.99万 | 新建仓 |
| MOMO | HELLO GROUP INC | $18.16万 | 0.04% | 31,303 | 31,303 | — | $18.16万 | 新建仓 |
| — | SELECT MED HLDGS CORP | $18.43万 | 0.04% | 11,163 | 11,163 | — | $18.43万 | 新建仓 |
| — | NAVIENT CORPORATION | $19.61万 | 0.04% | 23,038 | 23,038 | — | $19.61万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $19.61万 | 0.04% | 19,888 | 19,888 | — | $19.61万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $20.35万 | 0.05% | 1,434 | -386 | -21.2% | -$5.48万 | 重新持有 |
| FTLS | FIRST TR EXCH TRADED FD III | $20.54万 | 0.05% | 2,783 | -497 | -15.2% | -$3.67万 | 减仓 |
| HACK | AMPLIFY ETF TR | $20.54万 | 0.05% | 1,958 | 1,958 | — | $20.54万 | 新建仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $20.65万 | 0.05% | 9,245 | 9,245 | — | $20.65万 | 新建仓 |
| EIS | ISHARES INC | $20.94万 | 0.05% | 1,735 | -175 | -9.2% | -$2.11万 | 减仓 |
| QUAL | ISHARES TR | $20.97万 | 0.05% | 956 | -218 | -18.6% | -$4.78万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $21.15万 | 0.05% | 2,785 | 2,785 | — | $21.15万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.26万 | 0.05% | 320 | 320 | — | $21.26万 | 新建仓 |
| WHD | CACTUS INC | $21.27万 | 0.05% | 4,418 | 4,418 | — | $21.27万 | 新建仓 |
| AIQ | GLOBAL X FDS | $21.29万 | 0.05% | 3,245 | 3,245 | — | $21.29万 | 新建仓 |
| — | CALAMOS ETF TR | $21.33万 | 0.05% | 7,944 | 7,944 | — | $21.33万 | 新建仓 |
| UNM | UNUM GROUP | $21.41万 | 0.05% | 2,395 | 2,395 | — | $21.41万 | 新建仓 |
| SYSB | ISHARES TR | $21.58万 | 0.05% | 2,433 | 2,433 | — | $21.58万 | 新建仓 |
| MCRI | MONARCH CASINO & RESORT INC | $21.62万 | 0.05% | 1,973 | 1,973 | — | $21.62万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.65万 | 0.05% | 1,370 | 0 | 0.0% | — | 不变 |
| RDWR | RADWARE LTD | $21.97万 | 0.05% | 7,118 | 7,118 | — | $21.97万 | 新建仓 |
| LQDH | ISHARES U S ETF TR | $21.97万 | 0.05% | 2,359 | -5,794 | -71.1% | -$53.96万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $22.14万 | 0.05% | 1,596 | 1,596 | — | $22.14万 | 新建仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $22.24万 | 0.05% | 7,431 | 7,431 | — | $22.24万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $22.30万 | 0.05% | 4,160 | 1 | 0.0% | $54 | 加仓 |
| XFIV | BONDBLOXX ETF TRUST | $22.51万 | 0.05% | 4,625 | -6,070 | -56.8% | -$29.55万 | 减仓 |
| — | CALAMOS ETF TR | $23.07万 | 0.05% | 8,340 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $23.39万 | 0.05% | 7,776 | 0 | 0.0% | — | 不变 |
| CRC | CALIFORNIA RES CORP | $23.66万 | 0.05% | 4,476 | 4,476 | — | $23.66万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $23.75万 | 0.05% | 4,571 | -131 | -2.8% | -$6,805 | 减仓 |
| RDN | RADIAN GROUP INC | $23.98万 | 0.05% | 6,573 | 6,573 | — | $23.98万 | 新建仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $24.05万 | 0.06% | 44,128 | 44,128 | — | $24.05万 | 新建仓 |
| SOXX | ISHARES TR | $24.22万 | 0.06% | 378 | 378 | — | $24.22万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $24.22万 | 0.06% | 7,912 | -235 | -2.9% | -$7,193 | 减仓 |
| ICVT | ISHARES TR | $24.27万 | 0.06% | 1,994 | -2,656 | -57.1% | -$32.33万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $24.77万 | 0.06% | 5,368 | -517 | -8.8% | -$2.39万 | 减仓 |
| GE | GE AEROSPACE | $25.08万 | 0.06% | 671 | 671 | — | $25.08万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.16万 | 0.06% | 605 | 605 | — | $25.16万 | 新建仓 |
| — | CALAMOS ETF TR | $25.54万 | 0.06% | 9,230 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $25.59万 | 0.06% | 2,141 | 1,873 | 698.9% | $22.38万 | 重新持有 |
| WMT | WALMART INC | $25.73万 | 0.06% | 2,272 | 2,272 | — | $25.73万 | 新建仓 |
| IAGG | ISHARES TR | $26.39万 | 0.06% | 5,216 | -14,607 | -73.7% | -$73.92万 | 减仓 |
| BFS | SAUL CTRS INC | $26.57万 | 0.06% | 7,107 | 7,107 | — | $26.57万 | 新建仓 |
| ORCL | ORACLE CORP | $27.55万 | 0.06% | 2,138 | 2,138 | — | $27.55万 | 新建仓 |
| MRK | MERCK & CO INC | $28.07万 | 0.06% | 2,577 | 468 | 22.2% | $5.10万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $28.26万 | 0.06% | 5,675 | -300 | -5.0% | -$1.49万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $28.33万 | 0.06% | 1,713 | 1,713 | — | $28.33万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $28.55万 | 0.07% | 32,088 | 32,088 | — | $28.55万 | 新建仓 |
| XSVN | BONDBLOXX ETF TRUST | $28.69万 | 0.07% | 6,070 | -8,448 | -58.2% | -$39.93万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $29.08万 | 0.07% | 671 | 671 | — | $29.08万 | 新建仓 |
| STIP | ISHARES TR | $29.14万 | 0.07% | 2,853 | 2,853 | — | $29.14万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $29.32万 | 0.07% | 11,304 | -5,597 | -33.1% | -$14.52万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $29.77万 | 0.07% | 1,172 | 1,172 | — | $29.77万 | 新建仓 |
| MOG/A | MOOG INC | $30.09万 | 0.07% | 710 | -33 | -4.4% | -$1.40万 | 减仓 |
| — | SERVICE PPTYS TR | $30.22万 | 0.07% | 178,807 | 178,807 | — | $30.22万 | 新建仓 |