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 |
|---|---|---|---|---|---|---|---|---|
| APA | APA CORPORATION | $0 | 0.00% | 0 | -40,410 | -100.0% | -$171.50万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,020 | -100.0% | -$164.01万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -75,725 | -100.0% | -$161.45万 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -99,044 | -100.0% | -$82.60万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -845 | -100.0% | -$38.95万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -1,587 | -100.0% | -$32.00万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -384 | -100.0% | -$28.04万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,962 | -100.0% | -$27.18万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -1,116 | -100.0% | -$23.33万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -925 | -100.0% | -$22.48万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -409 | -100.0% | -$22.45万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,697 | -100.0% | -$20.13万 | 清仓 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -15,732 | -100.0% | -$19.35万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -295,800 | -100.0% | -$7.30万 | 清仓 |
| — | QUANTUM SI INC | $2.33万 | 0.01% | 26,350 | -600 | -2.2% | -$531 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $13.59万 | 0.04% | 12,858 | 12,858 | — | $13.59万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $14.78万 | 0.04% | 12,588 | 43 | 0.3% | $505 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $15.37万 | 0.04% | 16,065 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $17.26万 | 0.05% | 13,488 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $18.67万 | 0.05% | 13,430 | -1,476 | -9.9% | -$2.05万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.18万 | 0.06% | 677 | 677 | — | $20.18万 | 新建仓 |
| AME | AMETEK INC | $20.49万 | 0.06% | 847 | 847 | — | $20.49万 | 新建仓 |
| CME | CME GROUP INC | $20.54万 | 0.06% | 930 | 98 | 11.8% | $2.16万 | 加仓 |
| ITB | ISHARES TR | $20.63万 | 0.06% | 1,975 | 1,975 | — | $20.63万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $20.73万 | 0.06% | 1,540 | 0 | 0.0% | — | 重新持有 |
| COWG | PACER FDS TR | $20.78万 | 0.06% | 5,175 | -2,025 | -28.1% | -$8.13万 | 重新持有 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $20.90万 | 0.06% | 5,720 | -3,342 | -36.9% | -$12.21万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $21.10万 | 0.06% | 508 | 508 | — | $21.10万 | 新建仓 |
| PL | PLANET LABS PBC | $21.12万 | 0.06% | 6,375 | 6,375 | — | $21.12万 | 新建仓 |
| VEEV | VEEVA SYS INC | $21.30万 | 0.06% | 1,200 | 1,200 | — | $21.30万 | 新建仓 |
| NRIM | NORTHRIM BANCORP INC | $21.36万 | 0.06% | 7,700 | 7,700 | — | $21.36万 | 新建仓 |
| GSK | GSK PLC | $21.66万 | 0.06% | 4,132 | 3 | 0.1% | $157 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $21.75万 | 0.06% | 10,165 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $21.94万 | 0.06% | 4,838 | 4,838 | — | $21.94万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $22.06万 | 0.06% | 1,921 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $22.07万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $22.16万 | 0.06% | 7,268 | -375 | -4.9% | -$1.14万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $22.17万 | 0.06% | 1,197 | 1,197 | — | $22.17万 | 新建仓 |
| AMLP | ALPS ETF TR | $22.40万 | 0.06% | 4,320 | 4,320 | — | $22.40万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.41万 | 0.06% | 1,638 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $22.49万 | 0.06% | 7,405 | 7,405 | — | $22.49万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $22.65万 | 0.06% | 948 | 142 | 17.6% | $3.39万 | 加仓 |
| NOW | SERVICENOW INC | $22.74万 | 0.06% | 2,290 | -540 | -19.1% | -$5.36万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.85万 | 0.06% | 3,965 | 7 | 0.2% | $403 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $22.95万 | 0.06% | 5,000 | 5,000 | — | $22.95万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $23.14万 | 0.06% | 691 | -924 | -57.2% | -$30.94万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.87万 | 0.07% | 486 | -299 | -38.1% | -$14.69万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $23.91万 | 0.07% | 7,055 | 7,055 | — | $23.91万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $24.19万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $24.25万 | 0.07% | 1,088 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $24.29万 | 0.07% | 468 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $24.37万 | 0.07% | 688 | -150 | -17.9% | -$5.31万 | 减仓 |
| FTNT | FORTINET INC | $24.58万 | 0.07% | 1,600 | 1,600 | — | $24.58万 | 新建仓 |
| PEP | PEPSICO INC | $24.93万 | 0.07% | 1,841 | 2 | 0.1% | $271 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $26.01万 | 0.07% | 819 | 819 | — | $26.01万 | 新建仓 |
| IJR | ISHARES TR | $26.04万 | 0.07% | 1,756 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.05万 | 0.07% | 270 | 270 | — | $26.05万 | 新建仓 |
| EXC | EXELON CORP | $26.31万 | 0.07% | 5,643 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $26.77万 | 0.07% | 8,000 | 8,000 | — | $26.77万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $26.92万 | 0.07% | 6,000 | 6,000 | — | $26.92万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $26.94万 | 0.07% | 6,056 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $26.96万 | 0.07% | 437 | 437 | — | $26.96万 | 新建仓 |
| NFLX | NETFLIX INC. | $26.97万 | 0.07% | 3,778 | 3,778 | — | $26.97万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $27.47万 | 0.08% | 3,650 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $28.84万 | 0.08% | 4,575 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $29.48万 | 0.08% | 1,345 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $29.64万 | 0.08% | 464 | 464 | — | $29.64万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $29.80万 | 0.08% | 3,173 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $29.86万 | 0.08% | 6,465 | 37 | 0.6% | $1,709 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $30.33万 | 0.08% | 25,026 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $30.46万 | 0.08% | 6,022 | -225 | -3.6% | -$1.14万 | 减仓 |
| PSX | PHILLIPS 66 | $30.58万 | 0.08% | 1,809 | -5,537 | -75.4% | -$93.59万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $30.74万 | 0.08% | 3,388 | 30 | 0.9% | $2,722 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $31.36万 | 0.09% | 8,260 | 1,800 | 27.9% | $6.83万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $31.63万 | 0.09% | 1,660 | 2 | 0.1% | $381 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $31.91万 | 0.09% | 3,542 | 327 | 10.2% | $2.95万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $32.03万 | 0.09% | 2,535 | -50 | -1.9% | -$6,317 | 减仓 |
| NLR | VANECK ETF TRUST | $32.84万 | 0.09% | 2,832 | 289 | 11.4% | $3.35万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $32.92万 | 0.09% | 3,145 | 60 | 1.9% | $6,280 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $32.99万 | 0.09% | 12,600 | -1,400 | -10.0% | -$3.67万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $33.01万 | 0.09% | 648 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $33.08万 | 0.09% | 9,099 | 4 | 0.0% | $145 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.13万 | 0.09% | 662 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $33.41万 | 0.09% | 1,538 | -50 | -3.1% | -$1.09万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $33.42万 | 0.09% | 6,714 | 9 | 0.1% | $448 | 加仓 |
| SNDK | SANDISK CORP | $33.65万 | 0.09% | 148 | 148 | — | $33.65万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $33.75万 | 0.09% | 1,780 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.76万 | 0.09% | 9,185 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $34.03万 | 0.09% | 5,492 | 52 | 1.0% | $3,222 | 加仓 |
| COWZ | PACER FDS TR | $34.03万 | 0.09% | 5,472 | 523 | 10.6% | $3.25万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $34.22万 | 0.09% | 1,390 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $34.60万 | 0.10% | 6,950 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $34.72万 | 0.10% | 1,830 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $35.21万 | 0.10% | 360 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $35.67万 | 0.10% | 11,249 | 3,606 | 47.2% | $11.43万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $35.91万 | 0.10% | 3,657 | 2 | 0.1% | $196 | 加仓 |
| CB | CHUBB LIMITED | $35.95万 | 0.10% | 1,055 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $36.54万 | 0.10% | 13,705 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $36.55万 | 0.10% | 9,473 | 2,718 | 40.2% | $10.49万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $36.58万 | 0.10% | 18,964 | 1,612 | 9.3% | $3.11万 | 加仓 |