Wealth Management Associates, Inc.
Cherry Hill NJ · SEC CIK 0002067339
$2.90亿2026Q1 申报市值
234持仓数
32.9%前十大占比 · 第一大 5.3%
23 / 19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
APA 新建仓+$171.50万
XOP 新建仓+$164.01万
PR 新建仓+$161.45万
CRUX 新建仓+$153.92万
PSX 新建仓+$133.84万
2026Q1 卖出最多 按季末市值估算
LLY 减仓-$86.27万
HYLB 减仓-$77.83万
RKT 减仓-$57.87万
IBIT 减仓-$51.03万
IBM 减仓-$49.25万
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 |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDS | $34.44万 | 0.12% | 3,655 | 100 | 2.8% | $9,424 | 加仓 |
| ABT | ABBOTT LABORATORIES | $34.48万 | 0.12% | 3,358 | 1 | 0.0% | $103 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $34.60万 | 0.12% | 6,950 | -500 | -6.7% | -$2.49万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $34.63万 | 0.12% | 6,428 | 34 | 0.5% | $1,832 | 加仓 |
| PPL | PPL CORP | $34.74万 | 0.12% | 9,095 | 4 | 0.0% | $153 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.75万 | 0.12% | 9,185 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $34.77万 | 0.12% | 7,399 | 7,399 | — | $34.77万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $35.11万 | 0.12% | 1,780 | 1,780 | — | $35.11万 | 新建仓 |
| WFC | WELLS FARGO & CO | $35.22万 | 0.12% | 4,424 | -594 | -11.8% | -$4.73万 | 减仓 |
| RTX | RTX CORPORATION | $35.30万 | 0.12% | 1,830 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $35.67万 | 0.12% | 2,623 | 2,623 | — | $35.67万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.83万 | 0.12% | 1,324 | 4 | 0.3% | $1,083 | 加仓 |
| GILD | GILEAD SCIENCES INC | $36.03万 | 0.12% | 2,585 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $36.03万 | 0.12% | 2,094 | 15 | 0.7% | $2,581 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $36.40万 | 0.13% | 14,000 | 14,000 | — | $36.40万 | 新建仓 |
| IWV | ISHARES TR | $37.07万 | 0.13% | 1,000 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $37.24万 | 0.13% | 7,088 | 5 | 0.1% | $263 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $37.42万 | 0.13% | 5,970 | 912 | 18.0% | $5.72万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $37.63万 | 0.13% | 13,705 | -133 | -1.0% | -$3,652 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $37.78万 | 0.13% | 2,285 | 345 | 17.8% | $5.70万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.95万 | 0.13% | 845 | -57 | -6.3% | -$2.63万 | 减仓 |
| SYY | SYSCO CORP | $39.00万 | 0.13% | 5,467 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $39.16万 | 0.14% | 6,100 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $39.16万 | 0.14% | 648 | -5 | -0.8% | -$3,022 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $40.39万 | 0.14% | 10,750 | 10,750 | — | $40.39万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $40.47万 | 0.14% | 1,615 | -1,256 | -43.7% | -$31.47万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $40.95万 | 0.14% | 5,599 | 7 | 0.1% | $512 | 加仓 |
| MO | ALTRIA GROUP INC | $41.36万 | 0.14% | 6,268 | -183 | -2.8% | -$1.21万 | 减仓 |
| KO | COCA COLA CO | $41.47万 | 0.14% | 5,453 | -304 | -5.3% | -$2.31万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $42.10万 | 0.15% | 6,190 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $42.19万 | 0.15% | 1,064 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $43.81万 | 0.15% | 1,377 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $46.05万 | 0.16% | 18,960 | -450 | -2.3% | -$1.09万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $46.22万 | 0.16% | 2,408 | 125 | 5.5% | $2.40万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $46.56万 | 0.16% | 60,700 | 41,700 | 219.5% | $31.98万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $46.76万 | 0.16% | 6,646 | 2 | 0.0% | $141 | 加仓 |
| IXUS | ISHARES TR | $47.17万 | 0.16% | 5,445 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $48.40万 | 0.17% | 70,445 | -37,000 | -34.4% | -$25.42万 | 减仓 |
| USFR | WISDOMTREE TR | $48.69万 | 0.17% | 9,672 | -407 | -4.0% | -$2.05万 | 减仓 |
| — | DBX ETF TR | $48.85万 | 0.17% | 10,480 | 2,100 | 25.1% | $9.79万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $49.11万 | 0.17% | 5,264 | 18 | 0.3% | $1,679 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $49.90万 | 0.17% | 1,477 | 560 | 61.1% | $18.92万 | 加仓 |
| AMAT | APPLIED MATLS INC | $50.14万 | 0.17% | 1,467 | -174 | -10.6% | -$5.95万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $50.74万 | 0.18% | 1,817 | -56 | -3.0% | -$1.56万 | 减仓 |
| IJH | ISHARES TR | $51.22万 | 0.18% | 7,585 | -26 | -0.3% | -$1,756 | 减仓 |
| UNP | UNION PAC CORP | $51.27万 | 0.18% | 2,113 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $51.53万 | 0.18% | 5,347 | -295 | -5.2% | -$2.84万 | 减仓 |
| SO | SOUTHERN CO | $52.34万 | 0.18% | 5,423 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $54.51万 | 0.19% | 7,533 | 1 | 0.0% | $72 | 加仓 |
| TGT | TARGET CORP | $54.84万 | 0.19% | 4,525 | 0 | 0.0% | — | 不变 |
| — | WESTERN COPPER & GOLD CORP | $55.36万 | 0.19% | 218,830 | 13,330 | 6.5% | $3.37万 | 加仓 |
| RKT | ROCKET COS INC | $55.69万 | 0.19% | 39,081 | -40,614 | -51.0% | -$57.87万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $56.42万 | 0.19% | 6,075 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $56.88万 | 0.20% | 2,858 | -225 | -7.3% | -$4.48万 | 减仓 |
| QUAL | ISHARES TR | $57.09万 | 0.20% | 2,976 | 805 | 37.1% | $15.44万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $57.48万 | 0.20% | 2,720 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $58.14万 | 0.20% | 2,840 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $58.76万 | 0.20% | 4,786 | 606 | 14.5% | $7.44万 | 加仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $59.34万 | 0.20% | 131,870 | 4,000 | 3.1% | $1.80万 | 加仓 |
| COR | CENCORA INC | $59.37万 | 0.20% | 1,890 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $59.47万 | 0.21% | 839 | -485 | -36.6% | -$34.38万 | 减仓 |
| WMB | WILLIAMS COS INC | $60.34万 | 0.21% | 8,291 | -47 | -0.6% | -$3,421 | 减仓 |
| VHT | VANGUARD WORLD FD | $61.08万 | 0.21% | 2,243 | 19 | 0.9% | $5,174 | 加仓 |
| OKE | ONEOK INC NEW | $61.37万 | 0.21% | 6,790 | 125 | 1.9% | $1.13万 | 加仓 |
| FDX | FEDEX CORP | $61.52万 | 0.21% | 1,727 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $61.89万 | 0.21% | 1,730 | 176 | 11.3% | $6.30万 | 加仓 |
| HYLB | DBX ETF TR | $62.52万 | 0.22% | 17,290 | -21,525 | -55.5% | -$77.83万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $64.45万 | 0.22% | 11,668 | 477 | 4.3% | $2.63万 | 加仓 |
| TXN | TEXAS INSTRS INC | $64.97万 | 0.22% | 3,347 | 1 | 0.0% | $194 | 加仓 |
| TRGP | TARGA RES CORP | $65.21万 | 0.23% | 2,601 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $66.45万 | 0.23% | 17,296 | -13,281 | -43.4% | -$51.03万 | 减仓 |
| DGRW | WISDOMTREE TR | $66.87万 | 0.23% | 7,613 | -194 | -2.5% | -$1.70万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $67.09万 | 0.23% | 9,035 | 135 | 1.5% | $1.00万 | 加仓 |
| META | META PLATFORMS INC | $69.14万 | 0.24% | 1,208 | 540 | 80.8% | $30.91万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $71.28万 | 0.25% | 15,749 | -79 | -0.5% | -$3,576 | 减仓 |
| HD | HOME DEPOT INC | $71.62万 | 0.25% | 2,178 | -6 | -0.3% | -$1,973 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $72.47万 | 0.25% | 2,100 | -43 | -2.0% | -$1.48万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $73.86万 | 0.26% | 1,136 | 102 | 9.9% | $6.63万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $75.28万 | 0.26% | 26,221 | 967 | 3.8% | $2.78万 | 加仓 |
| C | CITIGROUP INC | $76.15万 | 0.26% | 6,715 | 875 | 15.0% | $9.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $77.66万 | 0.27% | 779 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $77.69万 | 0.27% | 5,933 | -80 | -1.3% | -$1.05万 | 减仓 |
| TJX | TJX COS INC NEW | $79.22万 | 0.27% | 4,961 | -103 | -2.0% | -$1.64万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $82.28万 | 0.28% | 93,820 | 11,700 | 14.2% | $10.26万 | 加仓 |
| CSCO | CISCO SYS INC | $82.38万 | 0.28% | 10,617 | 0 | 0.0% | — | 不变 |
| — | LINKBANCORP INC | $82.60万 | 0.29% | 99,044 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $85.48万 | 0.30% | 2,828 | -364 | -11.4% | -$11.00万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $86.92万 | 0.30% | 14,540 | -711 | -4.7% | -$4.25万 | 减仓 |
| IYF | ISHARES TR | $86.94万 | 0.30% | 7,389 | 15 | 0.2% | $1,765 | 加仓 |
| COP | CONOCOPHILLIPS | $90.30万 | 0.31% | 6,841 | 1,130 | 19.8% | $14.92万 | 加仓 |
| IXC | ISHARES TR | $90.39万 | 0.31% | 15,690 | 1,095 | 7.5% | $6.31万 | 加仓 |
| MCD | MCDONALDS CORP | $90.94万 | 0.31% | 2,926 | 1 | 0.0% | $311 | 加仓 |
| IDU | ISHARES TR | $92.78万 | 0.32% | 7,991 | 77 | 1.0% | $8,940 | 加仓 |
| VLO | VALERO ENERGY CORP | $94.50万 | 0.33% | 3,825 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $95.03万 | 0.33% | 15,512 | 10,067 | 184.9% | $61.67万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $95.58万 | 0.33% | 3,943 | -2,032 | -34.0% | -$49.25万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $102.32万 | 0.35% | 2,048 | -2 | -0.1% | -$999 | 减仓 |
| MLRG | ISHARES TR | $109.94万 | 0.38% | 12,234 | -321 | -2.6% | -$2.88万 | 减仓 |
| GEV | GE VERNOVA INC | $111.77万 | 0.39% | 1,280 | -5 | -0.4% | -$4,366 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $113.02万 | 0.39% | 10,081 | -1,496 | -12.9% | -$16.77万 | 减仓 |