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 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC | $64.62万 | 0.18% | 2,720 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $64.39万 | 0.18% | 1,531 | 625 | 69.0% | $26.29万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $64.10万 | 0.18% | 5,279 | 15 | 0.3% | $1,821 | 加仓 |
| QUAL | ISHARES TR | $64.04万 | 0.18% | 2,919 | -57 | -1.9% | -$1.25万 | 减仓 |
| WMB | WILLIAMS COS INC | $63.87万 | 0.18% | 8,591 | 300 | 3.6% | $2.23万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $63.43万 | 0.18% | 12,335 | 1,585 | 14.7% | $8.15万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $62.77万 | 0.17% | 6,986 | 1,016 | 17.0% | $9.13万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $62.55万 | 0.17% | 1,218 | -830 | -40.5% | -$42.63万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $61.50万 | 0.17% | 2,116 | 16 | 0.8% | $4,650 | 加仓 |
| IBRX | IMMUNITYBIO INC | $60.69万 | 0.17% | 69,325 | 8,625 | 14.2% | $7.55万 | 加仓 |
| TGT | TARGET CORP | $59.10万 | 0.16% | 4,525 | 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 |
| IBIT | ISHARES BITCOIN TRUST ETF | $57.58万 | 0.16% | 17,296 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $57.47万 | 0.16% | 2,113 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $56.42万 | 0.16% | 6,490 | -300 | -4.4% | -$2.61万 | 减仓 |
| IJH | ISHARES TR | $56.02万 | 0.15% | 7,265 | -320 | -4.2% | -$2.47万 | 减仓 |
| BBY | BEST BUY INC | $55.96万 | 0.15% | 7,375 | 1,275 | 20.9% | $9.67万 | 加仓 |
| SYY | SYSCO CORP | $55.93万 | 0.15% | 6,692 | 1,225 | 22.4% | $10.24万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $55.32万 | 0.15% | 7,161 | 515 | 7.7% | $3.98万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $55.18万 | 0.15% | 1,328 | 4 | 0.3% | $1,662 | 加仓 |
| FDX | FEDEX CORP | $54.10万 | 0.15% | 1,728 | 1 | 0.1% | $313 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $53.98万 | 0.15% | 1,583 | -79 | -4.8% | -$2.69万 | 减仓 |
| RKT | ROCKET COS INC | $53.33万 | 0.15% | 33,862 | -5,219 | -13.4% | -$8.22万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $53.32万 | 0.15% | 6,075 | 0 | 0.0% | — | 不变 |
| — | WESTERN COPPER & GOLD CORP | $52.67万 | 0.15% | 235,155 | 16,325 | 7.5% | $3.66万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $52.52万 | 0.14% | 1,212 | -174 | -12.6% | -$7.54万 | 减仓 |
| IXUS | ISHARES TR | $52.01万 | 0.14% | 5,449 | 4 | 0.1% | $382 | 加仓 |
| COR | CENCORA INC | $51.98万 | 0.14% | 1,837 | -53 | -2.8% | -$1.50万 | 减仓 |
| SO | SOUTHERN CO | $51.90万 | 0.14% | 5,423 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $51.48万 | 0.14% | 1,920 | -681 | -26.2% | -$18.26万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $51.45万 | 0.14% | 2,418 | 10 | 0.4% | $2,128 | 加仓 |
| IVZ | INVESCO LTD | $51.35万 | 0.14% | 19,460 | 500 | 2.6% | $1.32万 | 加仓 |
| QCOM | QUALCOMM INC | $50.95万 | 0.14% | 2,757 | 746 | 37.1% | $13.79万 | 加仓 |
| IOT | SAMSARA INC | $49.73万 | 0.14% | 15,335 | 5,225 | 51.7% | $16.94万 | 重新持有 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $49.07万 | 0.14% | 2,559 | 703 | 37.9% | $13.48万 | 加仓 |
| USFR | WISDOMTREE TR | $48.75万 | 0.13% | 9,682 | 10 | 0.1% | $504 | 加仓 |
| ADI | ANALOG DEVICES INC | $48.49万 | 0.13% | 1,221 | -156 | -11.3% | -$6.20万 | 减仓 |
| SNPS | SYNOPSYS INC | $47.68万 | 0.13% | 1,069 | 5 | 0.5% | $2,230 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $47.65万 | 0.13% | 2,634 | 349 | 15.3% | $6.31万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $47.08万 | 0.13% | 6,190 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $45.31万 | 0.13% | 2,023 | 500 | 32.8% | $11.20万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $45.25万 | 0.12% | 1,338 | 450 | 50.7% | $15.22万 | 加仓 |
| MO | ALTRIA GROUP INC | $44.58万 | 0.12% | 6,196 | -72 | -1.1% | -$5,180 | 减仓 |
| KLAC | KLA CORP | $44.35万 | 0.12% | 1,470 | -360 | -19.7% | -$10.86万 | 减仓 |
| KO | COCA COLA CO | $44.35万 | 0.12% | 5,457 | 4 | 0.1% | $325 | 加仓 |
| DIS | DISNEY WALT CO | $44.10万 | 0.12% | 4,581 | -766 | -14.3% | -$7.37万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $44.01万 | 0.12% | 1,772 | -45 | -2.5% | -$1.12万 | 减仓 |
| LOW | LOWES COS INC | $43.05万 | 0.12% | 1,952 | 1,952 | — | $43.05万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $42.84万 | 0.12% | 2,652 | -7,429 | -73.7% | -$120.01万 | 减仓 |
| IWV | ISHARES TR | $42.64万 | 0.12% | 1,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $42.45万 | 0.12% | 889 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $41.84万 | 0.12% | 7,534 | 1 | 0.0% | $56 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $41.61万 | 0.11% | 5,555 | -44 | -0.8% | -$3,296 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $40.96万 | 0.11% | 2,187 | 2,187 | — | $40.96万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $40.73万 | 0.11% | 1,053 | 1,053 | — | $40.73万 | 新建仓 |
| HON | HONEYWELL INTL INC | $40.28万 | 0.11% | 1,799 | 897 | 99.4% | $20.08万 | 加仓 |
| MS | MORGAN STANLEY | $40.10万 | 0.11% | 1,918 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $39.77万 | 0.11% | 1,799 | 1,799 | — | $39.77万 | 新建仓 |
| — | PACER FDS TR | $39.61万 | 0.11% | 8,706 | 1,307 | 17.7% | $5.95万 | 加仓 |
| DON | WISDOMTREE TR | $38.97万 | 0.11% | 6,894 | -194 | -2.7% | -$1.10万 | 减仓 |
| THG | HANOVER INS GROUP INC | $38.91万 | 0.11% | 1,817 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $37.51万 | 0.10% | 2,634 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $37.28万 | 0.10% | 2,578 | 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 |
| QQQM | INVESCO EXCH TRADED FD TR II | $37.17万 | 0.10% | 1,227 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.12万 | 0.10% | 1,569 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $36.91万 | 0.10% | 3,822 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $36.60万 | 0.10% | 4,428 | 4 | 0.1% | $331 | 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 |
| OUNZ | VANECK MERK GOLD ETF | $36.55万 | 0.10% | 9,473 | 2,718 | 40.2% | $10.49万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $36.54万 | 0.10% | 13,705 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $35.95万 | 0.10% | 1,055 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $35.91万 | 0.10% | 3,657 | 2 | 0.1% | $196 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $35.67万 | 0.10% | 11,249 | 3,606 | 47.2% | $11.43万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $35.21万 | 0.10% | 360 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $34.72万 | 0.10% | 1,830 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $34.60万 | 0.10% | 6,950 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $34.22万 | 0.09% | 1,390 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $34.03万 | 0.09% | 5,472 | 523 | 10.6% | $3.25万 | 加仓 |
| O | REALTY INCOME CORP | $34.03万 | 0.09% | 5,492 | 52 | 1.0% | $3,222 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $33.76万 | 0.09% | 9,185 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $33.75万 | 0.09% | 1,780 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $33.65万 | 0.09% | 148 | 148 | — | $33.65万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $33.42万 | 0.09% | 6,714 | 9 | 0.1% | $448 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $33.41万 | 0.09% | 1,538 | -50 | -3.1% | -$1.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.13万 | 0.09% | 662 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $33.08万 | 0.09% | 9,099 | 4 | 0.0% | $145 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $33.01万 | 0.09% | 648 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $32.99万 | 0.09% | 12,600 | -1,400 | -10.0% | -$3.67万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $32.92万 | 0.09% | 3,145 | 60 | 1.9% | $6,280 | 加仓 |
| NLR | VANECK ETF TRUST | $32.84万 | 0.09% | 2,832 | 289 | 11.4% | $3.35万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $32.03万 | 0.09% | 2,535 | -50 | -1.9% | -$6,317 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $31.91万 | 0.09% | 3,542 | 327 | 10.2% | $2.95万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $31.63万 | 0.09% | 1,660 | 2 | 0.1% | $381 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $31.36万 | 0.09% | 8,260 | 1,800 | 27.9% | $6.83万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $30.74万 | 0.08% | 3,388 | 30 | 0.9% | $2,722 | 加仓 |
| PSX | PHILLIPS 66 | $30.58万 | 0.08% | 1,809 | -5,537 | -75.4% | -$93.59万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $30.46万 | 0.08% | 6,022 | -225 | -3.6% | -$1.14万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $30.33万 | 0.08% | 25,026 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $29.86万 | 0.08% | 6,465 | 37 | 0.6% | $1,709 | 加仓 |