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 |
|---|---|---|---|---|---|---|---|---|
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -3,834 | -100.0% | -$48.88万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -17,702 | -100.0% | -$39.71万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -576 | -100.0% | -$38.16万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -71 | -100.0% | -$38.02万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -4,110 | -100.0% | -$37.49万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -176 | -100.0% | -$35.45万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -370 | -100.0% | -$30.34万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,638 | -100.0% | -$30.11万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -4,705 | -100.0% | -$25.22万 | 清仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -9,877 | -100.0% | -$23.13万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | -1,299 | -100.0% | -$22.81万 | 清仓 |
| IVES | WEDBUSH SER TR | $0 | 0.00% | 0 | -7,150 | -100.0% | -$22.60万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -30,575 | -100.0% | -$21.40万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -5,581 | -100.0% | -$21.19万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -191 | -100.0% | -$20.44万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -757 | -100.0% | -$20.05万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,084 | -100.0% | -$20.02万 | 清仓 |
| — | NUVEEN AMT-FREE MUN VALUE | $0 | 0.00% | 0 | -10,893 | -100.0% | -$15.59万 | 清仓 |
| NUV | NUVEEN MUN VALUE FD INC | $0 | 0.00% | 0 | -14,403 | -100.0% | -$13.05万 | 清仓 |
| — | QUANTUM SI INC | $2.09万 | 0.01% | 26,950 | 0 | 0.0% | — | 不变 |
| — | SANGAMO THERAPEUTICS INC | $7.30万 | 0.03% | 295,800 | -20,000 | -6.3% | -$4,938 | 减仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $13.85万 | 0.05% | 16,065 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $14.09万 | 0.05% | 12,545 | 28 | 0.2% | $314 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $16.63万 | 0.06% | 13,488 | -288 | -2.1% | -$3,551 | 减仓 |
| F | FORD MTR CO | $17.20万 | 0.06% | 14,906 | 585 | 4.1% | $6,751 | 加仓 |
| — | NUVEEN NEW JERSEY | $19.35万 | 0.07% | 15,732 | -1,796 | -10.2% | -$2.21万 | 减仓 |
| SHOP | SHOPIFY INC | $20.13万 | 0.07% | 1,697 | -60 | -3.4% | -$7,117 | 减仓 |
| — | HONEYWELL INTL INC | $20.39万 | 0.07% | 902 | 902 | — | $20.39万 | 新建仓 |
| AMGN | AMGEN INC | $21.07万 | 0.07% | 599 | 599 | — | $21.07万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.47万 | 0.07% | 1,638 | 1,638 | — | $21.47万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $21.58万 | 0.07% | 1,921 | 1,921 | — | $21.58万 | 新建仓 |
| IJR | ISHARES TR | $21.83万 | 0.08% | 1,756 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $21.90万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $21.93万 | 0.08% | 10,165 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $22.03万 | 0.08% | 1,658 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $22.08万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED | $22.23万 | 0.08% | 6,460 | 6,460 | — | $22.23万 | 新建仓 |
| PWR | QUANTA SVCS INC | $22.45万 | 0.08% | 409 | -151 | -27.0% | -$8.29万 | 减仓 |
| ADBE | ADOBE INC | $22.48万 | 0.08% | 925 | -753 | -44.9% | -$18.30万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $22.67万 | 0.08% | 3,085 | -1,605 | -34.2% | -$11.79万 | 减仓 |
| GSK | GSK PLC | $22.79万 | 0.08% | 4,129 | 5 | 0.1% | $276 | 加仓 |
| LNG | CHENIERE ENERGY INC | $22.87万 | 0.08% | 806 | -558 | -40.9% | -$15.83万 | 减仓 |
| PFF | ISHARES TR | $23.17万 | 0.08% | 7,643 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $23.20万 | 0.08% | 468 | 468 | — | $23.20万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $23.27万 | 0.08% | 6,056 | 6,056 | — | $23.27万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $23.33万 | 0.08% | 1,116 | 1,116 | — | $23.33万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.45万 | 0.08% | 7,643 | 7,643 | — | $23.45万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.01万 | 0.08% | 3,958 | 7 | 0.2% | $425 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $24.17万 | 0.08% | 3,215 | 3 | 0.1% | $226 | 加仓 |
| CME | CME GROUP INC | $24.57万 | 0.08% | 832 | 82 | 10.9% | $2.42万 | 加仓 |
| WM | WASTE MGMT INC DEL | $25.00万 | 0.09% | 1,088 | -220 | -16.8% | -$5.06万 | 减仓 |
| INTC | INTEL CORP | $25.18万 | 0.09% | 5,706 | -178 | -3.0% | -$7,855 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $25.23万 | 0.09% | 1,588 | 18 | 1.1% | $2,860 | 加仓 |
| QCOM | QUALCOMM INC | $25.89万 | 0.09% | 2,011 | -749 | -27.1% | -$9.64万 | 减仓 |
| IFRA | ISHARES TR | $26.17万 | 0.09% | 4,575 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $26.65万 | 0.09% | 1,662 | -627 | -27.4% | -$10.05万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $26.85万 | 0.09% | 888 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $26.95万 | 0.09% | 183 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $27.18万 | 0.09% | 2,962 | 2,962 | — | $27.18万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $27.27万 | 0.09% | 3,650 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $27.41万 | 0.09% | 1,345 | -140 | -9.4% | -$2.85万 | 减仓 |
| EXC | EXELON CORP | $27.66万 | 0.10% | 5,643 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $28.04万 | 0.10% | 384 | -155 | -28.8% | -$11.32万 | 减仓 |
| PEP | PEPSICO INC | $28.55万 | 0.10% | 1,839 | 32 | 1.8% | $4,969 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $28.76万 | 0.10% | 838 | 234 | 38.7% | $8.03万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $28.78万 | 0.10% | 25,026 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $28.92万 | 0.10% | 1,390 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $29.15万 | 0.10% | 1,227 | -262 | -17.6% | -$6.22万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $29.43万 | 0.10% | 3,173 | -100 | -3.1% | -$9,276 | 减仓 |
| NOW | SERVICENOW INC | $29.59万 | 0.10% | 2,830 | 25 | 0.9% | $2,614 | 加仓 |
| LRCX | LAM RESEARCH CORP | $29.61万 | 0.10% | 1,386 | -140 | -9.2% | -$2.99万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $29.89万 | 0.10% | 10,978 | 2,213 | 25.2% | $6.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.03万 | 0.10% | 889 | 91 | 11.4% | $3.07万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $30.36万 | 0.10% | 1,856 | 1,856 | — | $30.36万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $30.43万 | 0.11% | 6,755 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $30.58万 | 0.11% | 2,578 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $30.60万 | 0.11% | 9,062 | 9,062 | — | $30.60万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.94万 | 0.11% | 1,523 | -204 | -11.8% | -$4.14万 | 减仓 |
| COWZ | PACER FDS TR | $30.96万 | 0.11% | 4,949 | -21 | -0.4% | -$1,314 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $31.16万 | 0.11% | 6,247 | 6,247 | — | $31.16万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $31.50万 | 0.11% | 1,817 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $31.56万 | 0.11% | 1,918 | 1 | 0.1% | $165 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.72万 | 0.11% | 662 | -32 | -4.6% | -$1.53万 | 减仓 |
| IMCB | ISHARES TR | $31.89万 | 0.11% | 3,822 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $31.92万 | 0.11% | 2,634 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $32.00万 | 0.11% | 1,587 | -858 | -35.1% | -$17.30万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $32.23万 | 0.11% | 360 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $32.71万 | 0.11% | 785 | -111 | -12.4% | -$4.63万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $32.97万 | 0.11% | 17,352 | 802 | 4.8% | $1.52万 | 加仓 |
| O | REALTY INCOME CORP | $33.28万 | 0.11% | 5,440 | 175 | 3.3% | $1.07万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $33.40万 | 0.12% | 6,705 | 10 | 0.1% | $498 | 加仓 |
| TSLA | TESLA INC | $33.68万 | 0.12% | 906 | -198 | -17.9% | -$7.36万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.74万 | 0.12% | 1,569 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $33.87万 | 0.12% | 2,543 | 438 | 20.8% | $5.83万 | 加仓 |
| CB | CHUBB LTD SWITZ | $34.39万 | 0.12% | 1,055 | 0 | 0.0% | — | 不变 |