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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $58.76万 | 0.20% | 4,786 | 606 | 14.5% | $7.44万 | 加仓 |
| R | RYDER SYS INC | $58.14万 | 0.20% | 2,840 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $57.48万 | 0.20% | 2,720 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $57.09万 | 0.20% | 2,976 | 805 | 37.1% | $15.44万 | 加仓 |
| BA | BOEING CO | $56.88万 | 0.20% | 2,858 | -225 | -7.3% | -$4.48万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $56.42万 | 0.19% | 6,075 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $55.69万 | 0.19% | 39,081 | -40,614 | -51.0% | -$57.87万 | 减仓 |
| — | WESTERN COPPER & GOLD CORP | $55.36万 | 0.19% | 218,830 | 13,330 | 6.5% | $3.37万 | 加仓 |
| TGT | TARGET CORP | $54.84万 | 0.19% | 4,525 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $54.51万 | 0.19% | 7,533 | 1 | 0.0% | $72 | 加仓 |
| SO | SOUTHERN CO | $52.34万 | 0.18% | 5,423 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $51.53万 | 0.18% | 5,347 | -295 | -5.2% | -$2.84万 | 减仓 |
| UNP | UNION PAC CORP | $51.27万 | 0.18% | 2,113 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $51.22万 | 0.18% | 7,585 | -26 | -0.3% | -$1,756 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $50.74万 | 0.18% | 1,817 | -56 | -3.0% | -$1.56万 | 减仓 |
| AMAT | APPLIED MATLS INC | $50.14万 | 0.17% | 1,467 | -174 | -10.6% | -$5.95万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $49.90万 | 0.17% | 1,477 | 560 | 61.1% | $18.92万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $49.11万 | 0.17% | 5,264 | 18 | 0.3% | $1,679 | 加仓 |
| — | DBX ETF TR | $48.85万 | 0.17% | 10,480 | 2,100 | 25.1% | $9.79万 | 加仓 |
| USFR | WISDOMTREE TR | $48.69万 | 0.17% | 9,672 | -407 | -4.0% | -$2.05万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $48.40万 | 0.17% | 70,445 | -37,000 | -34.4% | -$25.42万 | 减仓 |
| IXUS | ISHARES TR | $47.17万 | 0.16% | 5,445 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $46.76万 | 0.16% | 6,646 | 2 | 0.0% | $141 | 加仓 |
| IBRX | IMMUNITYBIO INC | $46.56万 | 0.16% | 60,700 | 41,700 | 219.5% | $31.98万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $46.22万 | 0.16% | 2,408 | 125 | 5.5% | $2.40万 | 加仓 |
| IVZ | INVESCO LTD | $46.05万 | 0.16% | 18,960 | -450 | -2.3% | -$1.09万 | 减仓 |
| ADI | ANALOG DEVICES INC | $43.81万 | 0.15% | 1,377 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $42.19万 | 0.15% | 1,064 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $42.10万 | 0.15% | 6,190 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $41.47万 | 0.14% | 5,453 | -304 | -5.3% | -$2.31万 | 减仓 |
| MO | ALTRIA GROUP INC | $41.36万 | 0.14% | 6,268 | -183 | -2.8% | -$1.21万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $40.95万 | 0.14% | 5,599 | 7 | 0.1% | $512 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $40.47万 | 0.14% | 1,615 | -1,256 | -43.7% | -$31.47万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $40.39万 | 0.14% | 10,750 | 10,750 | — | $40.39万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $39.16万 | 0.14% | 648 | -5 | -0.8% | -$3,022 | 减仓 |
| BBY | BEST BUY INC | $39.16万 | 0.14% | 6,100 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $39.00万 | 0.13% | 5,467 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $38.95万 | 0.13% | 845 | -57 | -6.3% | -$2.63万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $37.78万 | 0.13% | 2,285 | 345 | 17.8% | $5.70万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $37.63万 | 0.13% | 13,705 | -133 | -1.0% | -$3,652 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $37.42万 | 0.13% | 5,970 | 912 | 18.0% | $5.72万 | 加仓 |
| DON | WISDOMTREE TR | $37.24万 | 0.13% | 7,088 | 5 | 0.1% | $263 | 加仓 |
| IWV | ISHARES TR | $37.07万 | 0.13% | 1,000 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $36.40万 | 0.13% | 14,000 | 14,000 | — | $36.40万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $36.03万 | 0.12% | 2,094 | 15 | 0.7% | $2,581 | 加仓 |
| GILD | GILEAD SCIENCES INC | $36.03万 | 0.12% | 2,585 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $35.83万 | 0.12% | 1,324 | 4 | 0.3% | $1,083 | 加仓 |
| GLW | CORNING INC | $35.67万 | 0.12% | 2,623 | 2,623 | — | $35.67万 | 新建仓 |
| RTX | RTX CORPORATION | $35.30万 | 0.12% | 1,830 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $35.22万 | 0.12% | 4,424 | -594 | -11.8% | -$4.73万 | 减仓 |
| AZN | ASTRAZENECA PLC | $35.11万 | 0.12% | 1,780 | 1,780 | — | $35.11万 | 新建仓 |
| — | PACER FDS TR | $34.77万 | 0.12% | 7,399 | 7,399 | — | $34.77万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.75万 | 0.12% | 9,185 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $34.74万 | 0.12% | 9,095 | 4 | 0.0% | $153 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $34.63万 | 0.12% | 6,428 | 34 | 0.5% | $1,832 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $34.60万 | 0.12% | 6,950 | -500 | -6.7% | -$2.49万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $34.48万 | 0.12% | 3,358 | 1 | 0.0% | $103 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $34.44万 | 0.12% | 3,655 | 100 | 2.8% | $9,424 | 加仓 |
| CB | CHUBB LTD SWITZ | $34.39万 | 0.12% | 1,055 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $33.87万 | 0.12% | 2,543 | 438 | 20.8% | $5.83万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.74万 | 0.12% | 1,569 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $33.68万 | 0.12% | 906 | -198 | -17.9% | -$7.36万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $33.40万 | 0.12% | 6,705 | 10 | 0.1% | $498 | 加仓 |
| O | REALTY INCOME CORP | $33.28万 | 0.11% | 5,440 | 175 | 3.3% | $1.07万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $32.97万 | 0.11% | 17,352 | 802 | 4.8% | $1.52万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $32.71万 | 0.11% | 785 | -111 | -12.4% | -$4.63万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $32.23万 | 0.11% | 360 | 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 |
| DSI | ISHARES TR | $31.92万 | 0.11% | 2,634 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $31.89万 | 0.11% | 3,822 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.72万 | 0.11% | 662 | -32 | -4.6% | -$1.53万 | 减仓 |
| MS | MORGAN STANLEY | $31.56万 | 0.11% | 1,918 | 1 | 0.1% | $165 | 加仓 |
| THG | HANOVER INS GROUP INC | $31.50万 | 0.11% | 1,817 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $31.16万 | 0.11% | 6,247 | 6,247 | — | $31.16万 | 新建仓 |
| COWZ | PACER FDS TR | $30.96万 | 0.11% | 4,949 | -21 | -0.4% | -$1,314 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.94万 | 0.11% | 1,523 | -204 | -11.8% | -$4.14万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $30.60万 | 0.11% | 9,062 | 9,062 | — | $30.60万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $30.58万 | 0.11% | 2,578 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $30.43万 | 0.11% | 6,755 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $30.36万 | 0.10% | 1,856 | 1,856 | — | $30.36万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.03万 | 0.10% | 889 | 91 | 11.4% | $3.07万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $29.89万 | 0.10% | 10,978 | 2,213 | 25.2% | $6.03万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $29.61万 | 0.10% | 1,386 | -140 | -9.2% | -$2.99万 | 减仓 |
| NOW | SERVICENOW INC | $29.59万 | 0.10% | 2,830 | 25 | 0.9% | $2,614 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $29.43万 | 0.10% | 3,173 | -100 | -3.1% | -$9,276 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $29.15万 | 0.10% | 1,227 | -262 | -17.6% | -$6.22万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.92万 | 0.10% | 1,390 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $28.78万 | 0.10% | 25,026 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $28.76万 | 0.10% | 838 | 234 | 38.7% | $8.03万 | 加仓 |
| PEP | PEPSICO INC | $28.55万 | 0.10% | 1,839 | 32 | 1.8% | $4,969 | 加仓 |
| ARGX | ARGENX SE | $28.04万 | 0.10% | 384 | -155 | -28.8% | -$11.32万 | 减仓 |
| EXC | EXELON CORP | $27.66万 | 0.10% | 5,643 | 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 |
| VCLT | VANGUARD SCOTTSDALE FDS | $27.27万 | 0.09% | 3,650 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $27.18万 | 0.09% | 2,962 | 2,962 | — | $27.18万 | 新建仓 |
| KLAC | KLA CORP | $26.95万 | 0.09% | 183 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $26.85万 | 0.09% | 888 | 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 |
| IFRA | ISHARES TR | $26.17万 | 0.09% | 4,575 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $25.89万 | 0.09% | 2,011 | -749 | -27.1% | -$9.64万 | 减仓 |