Wealth Management Associates, Inc.
Cherry Hill NJ · SEC CIK 0002067339
$3.62亿2026Q2 申报市值
254持仓数
37.4%前十大占比 · 第一大 12.5%
29 / 14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
AAPL 加仓+$2,791.14万
MSFT 加仓+$299.68万
GOOGL 加仓+$269.93万
GOOG 加仓+$208.11万
AMZN 加仓+$167.98万
2026Q2 卖出最多 按季末市值估算
APA 清仓-$171.50万
XOP 清仓-$164.01万
PR 清仓-$161.45万
SPMO 减仓-$120.01万
PSX 减仓-$93.59万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,536.50万 | 12.52% | 156,777 | 96,459 | 159.9% | $2,791.14万 | 加仓 |
| IVV | ISHARES TR | $1,411.56万 | 3.90% | 18,849 | 4 | 0.0% | $2,996 | 加仓 |
| TLT | ISHARES TR | $1,278.93万 | 3.53% | 147,990 | 1,822 | 1.2% | $15.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,099.50万 | 3.03% | 29,476 | 8,034 | 37.5% | $299.68万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,045.77万 | 2.89% | 28,261 | 429 | 1.5% | $15.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,019.19万 | 2.81% | 50,937 | 1,357 | 2.7% | $27.15万 | 加仓 |
| DVY | ISHARES TR | $954.42万 | 2.63% | 61,063 | 933 | 1.6% | $14.58万 | 加仓 |
| GOOGL | ALPHABET INC | $830.50万 | 2.29% | 23,239 | 7,553 | 48.2% | $269.93万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $717.58万 | 1.98% | 45,408 | 86 | 0.2% | $1.36万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $645.94万 | 1.78% | 56,227 | -443 | -0.8% | -$5.09万 | 减仓 |
| ITOT | ISHARES TR | $636.90万 | 1.76% | 38,772 | 144 | 0.4% | $2.37万 | 加仓 |
| IDV | ISHARES TR | $619.12万 | 1.71% | 149,439 | 2,182 | 1.5% | $9.04万 | 加仓 |
| GLD | SPDR GOLD TR | $589.95万 | 1.63% | 16,015 | 146 | 0.9% | $5.38万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $566.27万 | 1.56% | 48,536 | 1,393 | 3.0% | $16.25万 | 加仓 |
| GOOG | ALPHABET INC | $549.61万 | 1.52% | 15,555 | 5,890 | 60.9% | $208.11万 | 加仓 |
| AIQ | GLOBAL X FDS | $541.69万 | 1.49% | 82,563 | -493 | -0.6% | -$3.23万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $475.31万 | 1.31% | 148,674 | -2,238 | -1.5% | -$7.15万 | 减仓 |
| AMZN | AMAZON COM INC | $470.03万 | 1.30% | 19,721 | 7,048 | 55.6% | $167.98万 | 加仓 |
| AVGO | BROADCOM INC | $403.44万 | 1.11% | 10,680 | -165 | -1.5% | -$6.23万 | 减仓 |
| AGG | ISHARES TR | $395.68万 | 1.09% | 39,976 | 2,319 | 6.2% | $22.95万 | 加仓 |
| — | EXXON MOBIL CORP | $381.35万 | 1.05% | 27,893 | 3,088 | 12.4% | $42.22万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $363.58万 | 1.00% | 97,475 | -35 | -0.0% | -$1,306 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $347.56万 | 0.96% | 86,264 | 2,268 | 2.7% | $9.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $336.91万 | 0.93% | 13,266 | 3,037 | 29.7% | $77.13万 | 加仓 |
| LLY | ELI LILLY & CO | $329.13万 | 0.91% | 2,744 | -11 | -0.4% | -$1.32万 | 减仓 |
| HDV | ISHARES TR | $326.57万 | 0.90% | 119,144 | 2,299 | 2.0% | $6.30万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $319.91万 | 0.88% | 4,192 | -410 | -8.9% | -$31.29万 | 减仓 |
| VGT | VANGUARD WORLD FD | $314.75万 | 0.87% | 26,334 | -370 | -1.4% | -$4.42万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $304.45万 | 0.84% | 39,693 | 1,384 | 3.6% | $10.62万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $282.52万 | 0.78% | 8,631 | 305 | 3.7% | $9.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $278.40万 | 0.77% | 3,781 | 78 | 2.1% | $5.74万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $260.96万 | 0.72% | 4,655 | -342 | -6.8% | -$19.17万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $237.80万 | 0.66% | 23,038 | 516 | 2.3% | $5.33万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $226.65万 | 0.63% | 75,124 | -1,227 | -1.6% | -$3.70万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $204.85万 | 0.57% | 1,775 | 298 | 20.2% | $34.39万 | 加仓 |
| T | AT&T INC | $203.24万 | 0.56% | 98,185 | -2,746 | -2.7% | -$5.68万 | 减仓 |
| MRK | MERCK & CO INC | $200.22万 | 0.55% | 15,581 | 4,242 | 37.4% | $54.51万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $198.29万 | 0.55% | 24,431 | -105 | -0.4% | -$8,522 | 减仓 |
| ARTY | ISHARES TR | $196.00万 | 0.54% | 25,735 | 550 | 2.2% | $4.19万 | 加仓 |
| GE | GE AEROSPACE | $195.14万 | 0.54% | 5,222 | 141 | 2.8% | $5.27万 | 加仓 |
| BAC | BANK OF AMER CORP | $192.27万 | 0.53% | 33,744 | 2,184 | 6.9% | $12.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $190.06万 | 0.52% | 11,466 | 3,603 | 45.8% | $59.72万 | 加仓 |
| ORCL | ORACLE CORP | $179.58万 | 0.50% | 12,254 | 10,516 | 605.1% | $154.11万 | 重新持有 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $174.31万 | 0.48% | 97,270 | 3,450 | 3.7% | $6.18万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $171.55万 | 0.47% | 40,516 | -1,590 | -3.8% | -$6.73万 | 减仓 |
| ABBV | ABBVIE INC | $170.07万 | 0.47% | 6,759 | 253 | 3.9% | $6.37万 | 加仓 |
| CRUX | COLUMBIA ETF TR I | $159.55万 | 0.44% | 53,220 | 2,000 | 3.9% | $6.00万 | 加仓 |
| CSCO | CISCO SYS INC | $153.67万 | 0.42% | 13,083 | 2,466 | 23.2% | $28.97万 | 加仓 |
| PFE | PFIZER INC | $152.02万 | 0.42% | 63,133 | 1,366 | 2.2% | $3.29万 | 加仓 |
| GEV | GE VERNOVA INC | $145.15万 | 0.40% | 1,235 | -45 | -3.5% | -$5.29万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $141.62万 | 0.39% | 2,062 | 150 | 7.8% | $10.30万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $140.39万 | 0.39% | 4,992 | 1,049 | 26.6% | $29.50万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $134.81万 | 0.37% | 9,193 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $134.72万 | 0.37% | 17,841 | 163 | 0.9% | $1.23万 | 加仓 |
| DGRO | ISHARES TR | $130.86万 | 0.36% | 17,266 | 211 | 1.2% | $1.60万 | 加仓 |
| USMV | ISHARES TR | $128.50万 | 0.35% | 13,322 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $127.80万 | 0.35% | 9,711 | -25 | -0.3% | -$3,290 | 减仓 |
| MLRG | ISHARES TR | $126.59万 | 0.35% | 12,213 | -21 | -0.2% | -$2,177 | 减仓 |
| IGEB | ISHARES TR | $122.07万 | 0.34% | 27,060 | 15 | 0.1% | $677 | 加仓 |
| WMT | WALMART INC | $116.89万 | 0.32% | 10,321 | -486 | -4.5% | -$5.50万 | 减仓 |
| AMGN | AMGEN INC | $112.23万 | 0.31% | 3,099 | 2,500 | 417.4% | $90.54万 | 加仓 |
| SLV | ISHARES SILVER TR | $100.17万 | 0.28% | 18,735 | -500 | -2.6% | -$2.67万 | 减仓 |
| CMI | CUMMINS INC | $99.85万 | 0.28% | 1,400 | 1,400 | — | $99.85万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $99.76万 | 0.28% | 3,347 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $99.49万 | 0.27% | 15,425 | -324 | -2.1% | -$2.09万 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $96.07万 | 0.27% | 13,369 | 13,369 | — | $96.07万 | 新建仓 |
| IYF | ISHARES TR | $96.05万 | 0.27% | 7,533 | 144 | 1.9% | $1.84万 | 加仓 |
| C | CITIGROUP INC | $93.99万 | 0.26% | 6,716 | 1 | 0.0% | $140 | 加仓 |
| IDU | ISHARES TR | $93.37万 | 0.26% | 8,147 | 156 | 2.0% | $1.79万 | 加仓 |
| META | META PLATFORMS INC | $92.86万 | 0.26% | 1,649 | 441 | 36.5% | $24.84万 | 加仓 |
| V | VISA INC | $90.17万 | 0.25% | 2,628 | -200 | -7.1% | -$6.86万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $90.14万 | 0.25% | 16,972 | 1,460 | 9.4% | $7.75万 | 加仓 |
| CAT | CATERPILLAR INC | $88.53万 | 0.24% | 831 | -8 | -1.0% | -$8,523 | 减仓 |
| ANET | ARISTA NETWORKS INC | $88.10万 | 0.24% | 5,186 | 400 | 8.4% | $6.80万 | 加仓 |
| INTC | INTEL CORP | $87.31万 | 0.24% | 6,253 | 547 | 9.6% | $7.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.33万 | 0.23% | 1,129 | -7 | -0.6% | -$5,229 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $83.97万 | 0.23% | 14,059 | -481 | -3.3% | -$2.87万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $83.28万 | 0.23% | 4,779 | 2,685 | 128.2% | $46.79万 | 加仓 |
| TJX | TJX COS INC NEW | $82.64万 | 0.23% | 5,455 | 494 | 10.0% | $7.48万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $80.10万 | 0.22% | 10,754 | 1,719 | 19.0% | $12.80万 | 加仓 |
| MCD | MCDONALDS CORP | $79.13万 | 0.22% | 2,927 | 1 | 0.0% | $270 | 加仓 |
| IXC | ISHARES TR | $76.69万 | 0.21% | 15,610 | -80 | -0.5% | -$3,930 | 减仓 |
| HD | HOME DEPOT INC | $76.17万 | 0.21% | 2,160 | -18 | -0.8% | -$6,348 | 减仓 |
| DGRW | WISDOMTREE TR | $75.62万 | 0.21% | 7,908 | 295 | 3.9% | $2.82万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $75.10万 | 0.21% | 5,933 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $74.91万 | 0.21% | 2,840 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $73.77万 | 0.20% | 1,731 | 1 | 0.1% | $426 | 加仓 |
| COP | CONOCOPHILLIPS | $73.75万 | 0.20% | 7,094 | 253 | 3.7% | $2.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $72.27万 | 0.20% | 1,244 | -25 | -2.0% | -$1.45万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $71.80万 | 0.20% | 768 | -11 | -1.4% | -$1.03万 | 减仓 |
| AMAT | APPLIED MATLS INC | $71.43万 | 0.20% | 988 | -479 | -32.7% | -$34.63万 | 减仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $71.04万 | 0.20% | 147,995 | 16,125 | 12.2% | $7.74万 | 加仓 |
| HYLB | DBX ETF TR | $70.81万 | 0.20% | 19,390 | 2,100 | 12.1% | $7.67万 | 加仓 |
| VLO | VALERO ENERGY CORP | $70.52万 | 0.19% | 2,708 | -1,117 | -29.2% | -$29.09万 | 减仓 |
| BA | BOEING CO | $70.35万 | 0.19% | 3,250 | 392 | 13.7% | $8.49万 | 加仓 |
| — | DBX ETF TR | $69.94万 | 0.19% | 14,930 | 4,450 | 42.5% | $20.85万 | 加仓 |
| GLW | CORNING INC | $69.56万 | 0.19% | 2,723 | 100 | 3.8% | $2.55万 | 加仓 |
| VHT | VANGUARD WORLD FD | $69.38万 | 0.19% | 2,320 | 77 | 3.4% | $2.30万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $69.16万 | 0.19% | 11,472 | -196 | -1.7% | -$1.18万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $67.01万 | 0.18% | 103,565 | 33,120 | 47.0% | $21.43万 | 加仓 |