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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $114.25万 | 0.39% | 1,912 | 52 | 2.8% | $3.11万 | 加仓 |
| ARTY | ISHARES TR | $117.19万 | 0.40% | 25,185 | 2,076 | 9.0% | $9.66万 | 加仓 |
| VFH | VANGUARD WORLD FD | $117.62万 | 0.41% | 9,736 | -45 | -0.5% | -$5,436 | 减仓 |
| DGRO | ISHARES TR | $119.69万 | 0.41% | 17,055 | 2,565 | 17.7% | $18.00万 | 加仓 |
| IGEB | ISHARES TR | $121.87万 | 0.42% | 27,045 | 655 | 2.5% | $2.95万 | 加仓 |
| USMV | ISHARES TR | $123.55万 | 0.43% | 13,322 | -75 | -0.6% | -$6,955 | 减仓 |
| SLV | ISHARES SILVER TR | $131.06万 | 0.45% | 19,235 | 1,349 | 7.5% | $9.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $132.78万 | 0.46% | 9,193 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $133.84万 | 0.46% | 7,346 | 7,346 | — | $133.84万 | 新建仓 |
| WMT | WALMART INC | $134.31万 | 0.46% | 10,807 | -697 | -6.1% | -$8.66万 | 减仓 |
| MRK | MERCK & CO INC | $136.39万 | 0.47% | 11,339 | -115 | -1.0% | -$1.38万 | 减仓 |
| ABBV | ABBVIE INC | $141.50万 | 0.49% | 6,506 | 5 | 0.1% | $1,087 | 加仓 |
| GE | GE AEROSPACE | $144.19万 | 0.50% | 5,081 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $153.86万 | 0.53% | 31,560 | -1,557 | -4.7% | -$7.59万 | 减仓 |
| CRUX | COLUMBIA ETF TR I | $153.92万 | 0.53% | 51,220 | 51,220 | — | $153.92万 | 新建仓 |
| IAU | ISHARES GOLD TR | $155.85万 | 0.54% | 17,678 | -90 | -0.5% | -$7,934 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $161.45万 | 0.56% | 75,725 | 75,725 | — | $161.45万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $162.68万 | 0.56% | 7,863 | -18 | -0.2% | -$3,724 | 减仓 |
| XOP | SPDR SERIES TRUST | $164.01万 | 0.57% | 9,020 | 9,020 | — | $164.01万 | 新建仓 |
| APA | APA CORPORATION | $171.50万 | 0.59% | 40,410 | 40,410 | — | $171.50万 | 新建仓 |
| PFE | PFIZER INC | $173.44万 | 0.60% | 61,767 | 749 | 1.2% | $2.10万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $179.67万 | 0.62% | 4,602 | -132 | -2.8% | -$5.15万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $191.23万 | 0.66% | 22,522 | 70 | 0.3% | $5,944 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $198.62万 | 0.69% | 24,536 | 11 | 0.0% | $890 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $211.37万 | 0.73% | 42,106 | -571 | -1.3% | -$2.87万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $212.22万 | 0.73% | 4,997 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $213.71万 | 0.74% | 3,703 | 131 | 3.7% | $7.56万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $231.49万 | 0.80% | 97,510 | 2,200 | 2.3% | $5.22万 | 加仓 |
| VGT | VANGUARD WORLD FD | $232.89万 | 0.80% | 3,338 | 171 | 5.4% | $11.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $244.93万 | 0.85% | 8,326 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $250.03万 | 0.86% | 10,229 | -71 | -0.7% | -$1.74万 | 减仓 |
| LLY | ELI LILLY & CO | $253.40万 | 0.87% | 2,755 | -938 | -25.4% | -$86.27万 | 减仓 |
| AMZN | AMAZON COM INC | $263.94万 | 0.91% | 12,673 | -269 | -2.1% | -$5.60万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $270.59万 | 0.93% | 76,351 | -2,652 | -3.4% | -$9.40万 | 减仓 |
| GOOG | ALPHABET INC | $277.24万 | 0.96% | 9,665 | -539 | -5.3% | -$15.46万 | 减仓 |
| T | AT&T INC | $292.60万 | 1.01% | 100,931 | 152 | 0.2% | $4,406 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $295.67万 | 1.02% | 38,309 | 1,117 | 3.0% | $8.62万 | 加仓 |
| HDV | ISHARES TR | $317.16万 | 1.10% | 23,369 | 48 | 0.2% | $6,515 | 加仓 |
| AVGO | BROADCOM INC | $335.66万 | 1.16% | 10,845 | 467 | 4.5% | $14.45万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $337.16万 | 1.16% | 83,996 | 1,619 | 2.0% | $6.50万 | 加仓 |
| AGG | ISHARES TR | $373.82万 | 1.29% | 37,657 | 912 | 2.5% | $9.05万 | 加仓 |
| AIQ | GLOBAL X FDS | $387.62万 | 1.34% | 83,056 | 7,382 | 9.8% | $34.45万 | 加仓 |
| — | EXXON MOBIL CORP | $420.84万 | 1.45% | 24,805 | -783 | -3.1% | -$13.28万 | 减仓 |
| GOOGL | ALPHABET INC | $451.06万 | 1.56% | 15,686 | 1,338 | 9.3% | $38.48万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $506.01万 | 1.75% | 150,912 | 769 | 0.5% | $2.58万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $530.78万 | 1.83% | 56,670 | 1,246 | 2.2% | $11.67万 | 加仓 |
| ITOT | ISHARES TR | $550.17万 | 1.90% | 38,628 | 200 | 0.5% | $2.85万 | 加仓 |
| IDV | ISHARES TR | $626.73万 | 2.16% | 147,257 | 1,312 | 0.9% | $5.58万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $671.22万 | 2.32% | 45,322 | 2,180 | 5.1% | $32.29万 | 加仓 |
| GLD | SPDR GOLD TR | $682.82万 | 2.36% | 15,869 | 1,221 | 8.3% | $52.54万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $689.61万 | 2.38% | 47,143 | -269 | -0.6% | -$3.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $793.71万 | 2.74% | 21,442 | 712 | 3.4% | $26.36万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $864.67万 | 2.99% | 49,580 | 115 | 0.2% | $2.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $892.87万 | 3.08% | 27,832 | 14 | 0.1% | $4,491 | 加仓 |
| DVY | ISHARES TR | $910.42万 | 3.14% | 60,130 | 1,464 | 2.5% | $22.17万 | 加仓 |
| IVV | ISHARES TR | $1,230.95万 | 4.25% | 18,845 | 291 | 1.6% | $19.01万 | 加仓 |
| TLT | ISHARES TR | $1,267.13万 | 4.37% | 146,168 | 6,793 | 4.9% | $58.89万 | 加仓 |
| AAPL | APPLE INC | $1,530.81万 | 5.29% | 60,318 | 3,391 | 6.0% | $86.06万 | 加仓 |