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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $36.60万 | 0.10% | 4,428 | 4 | 0.1% | $331 | 加仓 |
| IMCB | ISHARES TR | $36.91万 | 0.10% | 3,822 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.12万 | 0.10% | 1,569 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $37.17万 | 0.10% | 1,227 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $37.28万 | 0.10% | 13,639 | 2,661 | 24.2% | $7.27万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $37.28万 | 0.10% | 2,578 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $37.51万 | 0.10% | 2,634 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $38.91万 | 0.11% | 1,817 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $38.97万 | 0.11% | 6,894 | -194 | -2.7% | -$1.10万 | 减仓 |
| — | PACER FDS TR | $39.61万 | 0.11% | 8,706 | 1,307 | 17.7% | $5.95万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $39.77万 | 0.11% | 1,799 | 1,799 | — | $39.77万 | 新建仓 |
| MS | MORGAN STANLEY | $40.10万 | 0.11% | 1,918 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $40.28万 | 0.11% | 1,799 | 897 | 99.4% | $20.08万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $40.73万 | 0.11% | 1,053 | 1,053 | — | $40.73万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $40.96万 | 0.11% | 2,187 | 2,187 | — | $40.96万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $41.61万 | 0.11% | 5,555 | -44 | -0.8% | -$3,296 | 减仓 |
| KR | KROGER CO | $41.84万 | 0.12% | 7,534 | 1 | 0.0% | $56 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $42.45万 | 0.12% | 889 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $42.64万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $42.84万 | 0.12% | 2,652 | -7,429 | -73.7% | -$120.01万 | 减仓 |
| LOW | LOWES COS INC | $43.05万 | 0.12% | 1,952 | 1,952 | — | $43.05万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $44.01万 | 0.12% | 1,772 | -45 | -2.5% | -$1.12万 | 减仓 |
| DIS | DISNEY WALT CO | $44.10万 | 0.12% | 4,581 | -766 | -14.3% | -$7.37万 | 减仓 |
| KO | COCA COLA CO | $44.35万 | 0.12% | 5,457 | 4 | 0.1% | $325 | 加仓 |
| KLAC | KLA CORP | $44.35万 | 0.12% | 1,470 | -360 | -19.7% | -$10.86万 | 减仓 |
| MO | ALTRIA GROUP INC | $44.58万 | 0.12% | 6,196 | -72 | -1.1% | -$5,180 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $45.25万 | 0.12% | 1,338 | 450 | 50.7% | $15.22万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $45.31万 | 0.13% | 2,023 | 500 | 32.8% | $11.20万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $47.08万 | 0.13% | 6,190 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $47.65万 | 0.13% | 2,634 | 349 | 15.3% | $6.31万 | 加仓 |
| SNPS | SYNOPSYS INC | $47.68万 | 0.13% | 1,069 | 5 | 0.5% | $2,230 | 加仓 |
| ADI | ANALOG DEVICES INC | $48.49万 | 0.13% | 1,221 | -156 | -11.3% | -$6.20万 | 减仓 |
| USFR | WISDOMTREE TR | $48.75万 | 0.13% | 9,682 | 10 | 0.1% | $504 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $49.07万 | 0.14% | 2,559 | 703 | 37.9% | $13.48万 | 加仓 |
| IOT | SAMSARA INC | $49.73万 | 0.14% | 15,335 | 5,225 | 51.7% | $16.94万 | 重新持有 |
| QCOM | QUALCOMM INC | $50.95万 | 0.14% | 2,757 | 746 | 37.1% | $13.79万 | 加仓 |
| IVZ | INVESCO LTD | $51.35万 | 0.14% | 19,460 | 500 | 2.6% | $1.32万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $51.45万 | 0.14% | 2,418 | 10 | 0.4% | $2,128 | 加仓 |
| TRGP | TARGA RES CORP | $51.48万 | 0.14% | 1,920 | -681 | -26.2% | -$18.26万 | 减仓 |
| SO | SOUTHERN CO | $51.90万 | 0.14% | 5,423 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $51.98万 | 0.14% | 1,837 | -53 | -2.8% | -$1.50万 | 减仓 |
| IXUS | ISHARES TR | $52.01万 | 0.14% | 5,449 | 4 | 0.1% | $382 | 加仓 |
| LRCX | LAM RESEARCH CORP | $52.52万 | 0.14% | 1,212 | -174 | -12.6% | -$7.54万 | 减仓 |
| — | WESTERN COPPER & GOLD CORP | $52.67万 | 0.15% | 235,155 | 16,325 | 7.5% | $3.66万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $53.32万 | 0.15% | 6,075 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $53.33万 | 0.15% | 33,862 | -5,219 | -13.4% | -$8.22万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $53.98万 | 0.15% | 1,583 | -79 | -4.8% | -$2.69万 | 减仓 |
| FDX | FEDEX CORP | $54.10万 | 0.15% | 1,728 | 1 | 0.1% | $313 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $55.18万 | 0.15% | 1,328 | 4 | 0.3% | $1,662 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $55.32万 | 0.15% | 7,161 | 515 | 7.7% | $3.98万 | 加仓 |
| SYY | SYSCO CORP | $55.93万 | 0.15% | 6,692 | 1,225 | 22.4% | $10.24万 | 加仓 |
| BBY | BEST BUY INC | $55.96万 | 0.15% | 7,375 | 1,275 | 20.9% | $9.67万 | 加仓 |
| IJH | ISHARES TR | $56.02万 | 0.15% | 7,265 | -320 | -4.2% | -$2.47万 | 减仓 |
| OKE | ONEOK INC NEW | $56.42万 | 0.16% | 6,490 | -300 | -4.4% | -$2.61万 | 减仓 |
| UNP | UNION PAC CORP | $57.47万 | 0.16% | 2,113 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $57.58万 | 0.16% | 17,296 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $58.90万 | 0.16% | 23,990 | -2,231 | -8.5% | -$5.48万 | 减仓 |
| TGT | TARGET CORP | $59.10万 | 0.16% | 4,525 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $60.69万 | 0.17% | 69,325 | 8,625 | 14.2% | $7.55万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $61.50万 | 0.17% | 2,116 | 16 | 0.8% | $4,650 | 加仓 |
| MA | MASTERCARD INCORPORATED | $62.55万 | 0.17% | 1,218 | -830 | -40.5% | -$42.63万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $62.77万 | 0.17% | 6,986 | 1,016 | 17.0% | $9.13万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $63.43万 | 0.18% | 12,335 | 1,585 | 14.7% | $8.15万 | 加仓 |
| WMB | WILLIAMS COS INC | $63.87万 | 0.18% | 8,591 | 300 | 3.6% | $2.23万 | 加仓 |
| QUAL | ISHARES TR | $64.04万 | 0.18% | 2,919 | -57 | -1.9% | -$1.25万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $64.10万 | 0.18% | 5,279 | 15 | 0.3% | $1,821 | 加仓 |
| TSLA | TESLA INC | $64.39万 | 0.18% | 1,531 | 625 | 69.0% | $26.29万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $64.62万 | 0.18% | 2,720 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $67.01万 | 0.18% | 103,565 | 33,120 | 47.0% | $21.43万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $69.16万 | 0.19% | 11,472 | -196 | -1.7% | -$1.18万 | 减仓 |
| VHT | VANGUARD WORLD FD | $69.38万 | 0.19% | 2,320 | 77 | 3.4% | $2.30万 | 加仓 |
| GLW | CORNING INC | $69.56万 | 0.19% | 2,723 | 100 | 3.8% | $2.55万 | 加仓 |
| — | DBX ETF TR | $69.94万 | 0.19% | 14,930 | 4,450 | 42.5% | $20.85万 | 加仓 |
| BA | BOEING CO | $70.35万 | 0.19% | 3,250 | 392 | 13.7% | $8.49万 | 加仓 |
| VLO | VALERO ENERGY CORP | $70.52万 | 0.19% | 2,708 | -1,117 | -29.2% | -$29.09万 | 减仓 |
| HYLB | DBX ETF TR | $70.81万 | 0.20% | 19,390 | 2,100 | 12.1% | $7.67万 | 加仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $71.04万 | 0.20% | 147,995 | 16,125 | 12.2% | $7.74万 | 加仓 |
| AMAT | APPLIED MATLS INC | $71.43万 | 0.20% | 988 | -479 | -32.7% | -$34.63万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $71.80万 | 0.20% | 768 | -11 | -1.4% | -$1.03万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $72.27万 | 0.20% | 1,244 | -25 | -2.0% | -$1.45万 | 重新持有 |
| COP | CONOCOPHILLIPS | $73.75万 | 0.20% | 7,094 | 253 | 3.7% | $2.63万 | 加仓 |
| ETN | EATON CORP PLC | $73.77万 | 0.20% | 1,731 | 1 | 0.1% | $426 | 加仓 |
| R | RYDER SYS INC | $74.91万 | 0.21% | 2,840 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $75.10万 | 0.21% | 5,933 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $75.62万 | 0.21% | 7,908 | 295 | 3.9% | $2.82万 | 加仓 |
| HD | HOME DEPOT INC | $76.17万 | 0.21% | 2,160 | -18 | -0.8% | -$6,348 | 减仓 |
| IXC | ISHARES TR | $76.69万 | 0.21% | 15,610 | -80 | -0.5% | -$3,930 | 减仓 |
| MCD | MCDONALDS CORP | $79.13万 | 0.22% | 2,927 | 1 | 0.0% | $270 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $80.10万 | 0.22% | 10,754 | 1,719 | 19.0% | $12.80万 | 加仓 |
| TJX | TJX COS INC NEW | $82.64万 | 0.23% | 5,455 | 494 | 10.0% | $7.48万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $83.28万 | 0.23% | 4,779 | 2,685 | 128.2% | $46.79万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $83.97万 | 0.23% | 14,059 | -481 | -3.3% | -$2.87万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $84.33万 | 0.23% | 1,129 | -7 | -0.6% | -$5,229 | 减仓 |
| INTC | INTEL CORP | $87.31万 | 0.24% | 6,253 | 547 | 9.6% | $7.64万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $88.10万 | 0.24% | 5,186 | 400 | 8.4% | $6.80万 | 加仓 |
| CAT | CATERPILLAR INC | $88.53万 | 0.24% | 831 | -8 | -1.0% | -$8,523 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $90.14万 | 0.25% | 16,972 | 1,460 | 9.4% | $7.75万 | 加仓 |
| V | VISA INC | $90.17万 | 0.25% | 2,628 | -200 | -7.1% | -$6.86万 | 减仓 |
| META | META PLATFORMS INC | $92.86万 | 0.26% | 1,649 | 441 | 36.5% | $24.84万 | 加仓 |
| IDU | ISHARES TR | $93.37万 | 0.26% | 8,147 | 156 | 2.0% | $1.79万 | 加仓 |