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 |
|---|---|---|---|---|---|---|---|---|
| HYEM | VANECK ETF TRUST | $26.46万 | 0.07% | 13,413 | -18,990 | -58.6% | -$37.47万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $26.17万 | 0.07% | 9,299 | -20 | -0.2% | -$563 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $26.13万 | 0.07% | 4,610 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.78万 | 0.07% | 538 | 102 | 23.4% | $4.89万 | 重新持有 |
| LLY | ELI LILLY & CO | $25.52万 | 0.07% | 313 | 57 | 22.3% | $4.65万 | 加仓 |
| BIL | SPDR SERIES TRUST | $25.50万 | 0.07% | 2,783 | 2,783 | — | $25.50万 | 新建仓 |
| HD | HOME DEPOT INC | $25.00万 | 0.07% | 764 | 84 | 12.4% | $2.75万 | 加仓 |
| — | CALAMOS ETF TR | $24.87万 | 0.07% | 9,230 | 0 | 0.0% | — | 不变 |
| ACIO | ETF SER SOLUTIONS | $24.69万 | 0.07% | 5,885 | -2,175 | -27.0% | -$9.13万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $24.56万 | 0.07% | 8,147 | 641 | 8.5% | $1.93万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $24.15万 | 0.06% | 4,702 | 4,702 | — | $24.15万 | 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 |
| PACS | PACS GROUP INC | $22.90万 | 0.06% | 10,861 | 10,861 | — | $22.90万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.55万 | 0.06% | 7,776 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $22.52万 | 0.06% | 1,174 | 124 | 11.8% | $2.38万 | 加仓 |
| — | CALAMOS ETF TR | $22.41万 | 0.06% | 8,340 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $22.16万 | 0.06% | 1,910 | 1,910 | — | $22.16万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $22.11万 | 0.06% | 1,337 | 9 | 0.7% | $1,488 | 加仓 |
| MOG/A | MOOG INC | $21.74万 | 0.06% | 743 | 743 | — | $21.74万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $21.59万 | 0.06% | 1,473 | 1 | 0.1% | $147 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $21.58万 | 0.06% | 1,518 | 1,518 | — | $21.58万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $21.19万 | 0.06% | 1,918 | -1,277 | -40.0% | -$14.11万 | 重新持有 |
| MRK | MERCK & CO INC | $21.11万 | 0.06% | 2,109 | 207 | 10.9% | $2.07万 | 加仓 |
| T | AT&T INC | $20.78万 | 0.06% | 7,169 | 7,169 | — | $20.78万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.53万 | 0.05% | 4,159 | -242 | -5.5% | -$1.19万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.29万 | 0.05% | 1,370 | 1,370 | — | $20.29万 | 新建仓 |
| UVE | UNIVERSAL INS HLDGS INC | $20.10万 | 0.05% | 5,883 | 5,883 | — | $20.10万 | 新建仓 |
| INFY | INFOSYS LTD | $16.26万 | 0.04% | 12,036 | 12,036 | — | $16.26万 | 新建仓 |
| MTA | METALLA RTY & STREAMING LTD | $12.76万 | 0.03% | 20,938 | 20,938 | — | $12.76万 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES | $12.40万 | 0.03% | 10,766 | 10,766 | — | $12.40万 | 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 |
| AHRT | AH RLTY TR INC | $9.07万 | 0.02% | 19,728 | 19,728 | — | $9.07万 | 新建仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $8.68万 | 0.02% | 11,003 | 11,003 | — | $8.68万 | 新建仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $7.70万 | 0.02% | 12,538 | 12,538 | — | $7.70万 | 新建仓 |
| PAYO | PAYONEER GLOBAL INC | $7.19万 | 0.02% | 14,885 | 14,885 | — | $7.19万 | 新建仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $7.09万 | 0.02% | 15,246 | 15,246 | — | $7.09万 | 新建仓 |
| YEXT | YEXT INC | $4.83万 | 0.01% | 12,577 | 12,577 | — | $4.83万 | 新建仓 |
| WU | WESTERN UN CO | $3.72万 | 0.01% | 14,133 | 14,133 | — | $3.72万 | 新建仓 |
| 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 |