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 |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | $4,240.30万 | 11.34% | 384,120 | 13,941 | 3.8% | $153.89万 | 加仓 |
| IVV | ISHARES TR | $2,222.92万 | 5.94% | 34,031 | 21,097 | 163.1% | $1,378.07万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,828.85万 | 4.89% | 314,343 | 88,820 | 39.4% | $516.75万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,633.63万 | 4.37% | 352,075 | 83,264 | 31.0% | $386.34万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,394.32万 | 3.73% | 227,384 | 653 | 0.3% | $4.00万 | 加仓 |
| EFV | ISHARES TR | $1,332.71万 | 3.56% | 179,248 | 8,077 | 4.7% | $60.05万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,286.33万 | 3.44% | 131,379 | 32,494 | 32.9% | $318.15万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $977.27万 | 2.61% | 87,171 | -33,208 | -27.6% | -$372.29万 | 减仓 |
| BOXX | EA SERIES TRUST | $903.21万 | 2.41% | 77,668 | 34,158 | 78.5% | $397.23万 | 加仓 |
| ACWI | ISHARES TR | $900.72万 | 2.41% | 65,095 | 2,195 | 3.5% | $30.37万 | 加仓 |
| CSHI | NEOS ETF TRUST | $892.95万 | 2.39% | 179,379 | 50,134 | 38.8% | $249.57万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $811.95万 | 2.17% | 159,097 | 60,963 | 62.1% | $311.13万 | 加仓 |
| USMV | ISHARES TR | $756.38万 | 2.02% | 81,559 | 6,696 | 8.9% | $62.10万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $724.69万 | 1.94% | 225,392 | 225,392 | — | $724.69万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $712.92万 | 1.91% | 61,864 | -51,056 | -45.2% | -$588.37万 | 减仓 |
| IEMG | ISHARES INC | $666.43万 | 1.78% | 95,545 | 85,659 | 866.5% | $597.47万 | 加仓 |
| ICSH | ISHARES TR | $665.22万 | 1.78% | 131,415 | 7,742 | 6.3% | $39.19万 | 加仓 |
| IUSV | ISHARES TR | $664.08万 | 1.78% | 64,947 | 1,423 | 2.2% | $14.55万 | 加仓 |
| SHY | ISHARES TR | $623.64万 | 1.67% | 75,529 | 5,704 | 8.2% | $47.10万 | 加仓 |
| IUSG | ISHARES TR | $619.44万 | 1.66% | 39,935 | 323 | 0.8% | $5.01万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $578.88万 | 1.55% | 113,551 | 17,084 | 17.7% | $87.09万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $557.00万 | 1.49% | 101,568 | -87,086 | -46.2% | -$477.58万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $542.26万 | 1.45% | 149,507 | -1,343 | -0.9% | -$4.87万 | 减仓 |
| IUSB | ISHARES TR | $483.69万 | 1.29% | 104,718 | 26,447 | 33.8% | $122.16万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $473.72万 | 1.27% | 143,769 | 130,969 | 1,023.2% | $431.54万 | 加仓 |
| OEF | ISHARES TR | $472.66万 | 1.26% | 14,860 | 11,384 | 327.5% | $362.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $454.52万 | 1.22% | 7,606 | 3,526 | 86.4% | $210.71万 | 加仓 |
| PAAA | PGIM ETF TR | $452.94万 | 1.21% | 88,500 | 29,813 | 50.8% | $152.58万 | 加仓 |
| AAPL | APPLE INC | $445.09万 | 1.19% | 17,538 | 16,351 | 1,377.5% | $414.97万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $433.89万 | 1.16% | 119,793 | 109,052 | 1,015.3% | $394.99万 | 加仓 |
| ITOT | ISHARES TR | $413.39万 | 1.11% | 29,024 | 574 | 2.0% | $8.18万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $396.79万 | 1.06% | 76,410 | 66,080 | 639.7% | $343.15万 | 加仓 |
| AUSF | GLOBAL X FDS | $383.95万 | 1.03% | 79,411 | -70,167 | -46.9% | -$339.26万 | 减仓 |
| MINO | PIMCO ETF TR | $366.54万 | 0.98% | 81,147 | 38,065 | 88.4% | $171.94万 | 加仓 |
| IWF | ISHARES TR | $266.03万 | 0.71% | 6,239 | -8 | -0.1% | -$3,411 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $265.20万 | 0.71% | 4,078 | 916 | 29.0% | $59.57万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $239.35万 | 0.64% | 4,790 | -65 | -1.3% | -$3.25万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $228.68万 | 0.61% | 57,924 | -51,863 | -47.2% | -$204.75万 | 减仓 |
| SMH | VANECK ETF TRUST | $218.50万 | 0.58% | 5,699 | -4,604 | -44.7% | -$176.51万 | 减仓 |
| IVE | ISHARES TR | $218.28万 | 0.58% | 10,338 | 124 | 1.2% | $2.62万 | 加仓 |
| TLH | ISHARES TR | $200.75万 | 0.54% | 19,931 | 14,104 | 242.0% | $142.06万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $177.39万 | 0.47% | 85,398 | 386 | 0.5% | $8,018 | 加仓 |
| DBEF | DBX ETF TR | $166.56万 | 0.45% | 33,716 | -21,325 | -38.7% | -$105.35万 | 减仓 |
| EFG | ISHARES TR | $156.17万 | 0.42% | 14,023 | 12,004 | 594.6% | $133.69万 | 加仓 |
| IVW | ISHARES TR | $155.97万 | 0.42% | 13,789 | -50 | -0.4% | -$5,655 | 减仓 |
| ITA | ISHARES TR | $152.43万 | 0.41% | 6,968 | 5,865 | 531.7% | $128.30万 | 加仓 |
| MUB | ISHARES TR | $148.97万 | 0.40% | 14,034 | 9,376 | 201.3% | $99.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $147.74万 | 0.39% | 8,659 | 1,683 | 24.1% | $28.72万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $138.77万 | 0.37% | 33,798 | 33,798 | — | $138.77万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $131.09万 | 0.35% | 40,066 | 40,066 | — | $131.09万 | 新建仓 |
| MSFT | MICROSOFT CORP | $128.46万 | 0.34% | 3,510 | 611 | 21.1% | $22.36万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $119.99万 | 0.32% | 26,559 | 19,836 | 295.0% | $89.62万 | 加仓 |
| GLDM | WORLD GOLD TR | $117.61万 | 0.31% | 12,688 | 5,985 | 89.3% | $55.48万 | 加仓 |
| LMUB | ISHARES TR | $117.60万 | 0.31% | 23,553 | 23,553 | — | $117.60万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $116.06万 | 0.31% | 12,002 | -9,587 | -44.4% | -$92.71万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $110.51万 | 0.30% | 21,957 | -19,457 | -47.0% | -$97.93万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $110.47万 | 0.30% | 44,544 | -19,756 | -30.7% | -$49.00万 | 减仓 |
| GOOGL | ALPHABET INC | $103.48万 | 0.28% | 3,599 | 204 | 6.0% | $5.87万 | 加仓 |
| DVY | ISHARES TR | $101.16万 | 0.27% | 6,681 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $99.19万 | 0.27% | 19,823 | 19,823 | — | $99.19万 | 新建仓 |
| GOOG | ALPHABET INC | $98.39万 | 0.26% | 3,430 | 288 | 9.2% | $8.26万 | 加仓 |
| AMZN | AMAZON COM INC | $94.26万 | 0.25% | 4,526 | 1,678 | 58.9% | $34.95万 | 重新持有 |
| CAIE | CALAMOS ETF TR | $88.94万 | 0.24% | 35,377 | 10,914 | 44.6% | $27.44万 | 加仓 |
| GOVT | ISHARES TR | $86.05万 | 0.23% | 37,559 | 37,559 | — | $86.05万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $85.70万 | 0.23% | 2,671 | 177 | 7.1% | $5.68万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $83.07万 | 0.22% | 15,739 | -1,616 | -9.3% | -$8.53万 | 减仓 |
| DEM | WISDOMTREE TR | $82.46万 | 0.22% | 16,596 | -6,327 | -27.6% | -$31.44万 | 减仓 |
| NFLX | NETFLIX INC. | $80.33万 | 0.21% | 8,373 | 364 | 4.5% | $3.49万 | 加仓 |
| IXN | ISHARES TR | $79.45万 | 0.21% | 7,947 | -2,483 | -23.8% | -$24.82万 | 减仓 |
| IWY | ISHARES TR | $78.01万 | 0.21% | 3,135 | -1,856 | -37.2% | -$46.18万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $75.29万 | 0.20% | 8,153 | -7,631 | -48.3% | -$70.47万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $73.68万 | 0.20% | 15,706 | 15,706 | — | $73.68万 | 新建仓 |
| XSVN | BONDBLOXX ETF TRUST | $69.28万 | 0.19% | 14,518 | -5,437 | -27.2% | -$25.95万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $62.69万 | 0.17% | 2,915 | -80 | -2.7% | -$1.72万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $59.18万 | 0.16% | 7,655 | -95 | -1.2% | -$7,344 | 减仓 |
| PFE | PFIZER INC | $56.52万 | 0.15% | 21,529 | -551 | -2.5% | -$1.45万 | 减仓 |
| QQQ | INVESCO QQQ TR | $55.61万 | 0.15% | 963 | 61 | 6.8% | $3.52万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $52.92万 | 0.14% | 1,805 | 146 | 8.8% | $4.28万 | 加仓 |
| XFIV | BONDBLOXX ETF TRUST | $52.58万 | 0.14% | 10,695 | -12,897 | -54.7% | -$63.40万 | 减仓 |
| — | COLLABORATIVE INVESTMNT SER | $51.73万 | 0.14% | 15,842 | -356 | -2.2% | -$1.16万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $51.08万 | 0.14% | 16,901 | -1,227 | -6.8% | -$3.71万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $49.01万 | 0.13% | 7,216 | 273 | 3.9% | $1.85万 | 加仓 |
| ICVT | ISHARES TR | $47.33万 | 0.13% | 4,650 | -3,405 | -42.3% | -$34.66万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $46.29万 | 0.12% | 2,359 | 1 | 0.0% | $196 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $44.34万 | 0.12% | 4,018 | 14 | 0.3% | $1,545 | 加仓 |
| TLT | ISHARES TR | $42.13万 | 0.11% | 4,860 | -6,034 | -55.4% | -$52.31万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $42.00万 | 0.11% | 6,554 | -654 | -9.1% | -$4.19万 | 减仓 |
| TSLA | TESLA INC | $41.50万 | 0.11% | 1,140 | -20 | -1.7% | -$7,280 | 减仓 |
| IXUS | ISHARES TR | $38.27万 | 0.10% | 4,417 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $37.90万 | 0.10% | 13,204 | 2,881 | 27.9% | $8.27万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $37.47万 | 0.10% | 14,929 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $36.46万 | 0.10% | 7,034 | 2,704 | 62.4% | $14.02万 | 重新持有 |
| JBBB | JANUS DETROIT STR TR | $35.07万 | 0.09% | 7,525 | -8,806 | -53.9% | -$41.04万 | 减仓 |
| META | META PLATFORMS INC | $34.70万 | 0.09% | 607 | -27 | -4.3% | -$1.54万 | 减仓 |
| IGEB | ISHARES TR | $32.00万 | 0.09% | 7,101 | -8,665 | -55.0% | -$39.04万 | 减仓 |
| EMB | ISHARES TR | $31.19万 | 0.08% | 3,320 | 3,320 | — | $31.19万 | 新建仓 |
| BTAL | AGF INVTS TR | $29.57万 | 0.08% | 21,182 | -13,691 | -39.3% | -$19.11万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $29.48万 | 0.08% | 2,218 | -7 | -0.3% | -$930 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $28.67万 | 0.08% | 5,975 | 5,975 | — | $28.67万 | 新建仓 |
| CSCO | CISCO SYS INC | $26.73万 | 0.07% | 3,445 | 3,445 | — | $26.73万 | 新建仓 |