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Wealth Management Associates, Inc. · 13F 持仓分析
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Wealth Management Associates, Inc.

No.5176 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.62亿
环比变动 Q1 2026
+$7,275.2万+25.1%
持仓股票数
254
新买入
34
加仓
114
减仓
58
清仓
14
持股不变
48
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
12.52%5.29%$4,536.5万15.7万股$1,530.8万6.0万股+9.6万股+159.92%加仓
IiShares安硕信托IVV
3.9%4.25%$1,411.6万1.9万股$1,231.0万1.9万股+4股+0.02%加仓
IiShares安硕信托TLT
3.53%4.37%$1,278.9万14.8万股$1,267.1万14.6万股+1,822股+1.25%加仓
微软MSFT
3.03%2.74%$1,099.5万2.9万股$793.7万2.1万股+8,034股+37.47%加仓
G通用动力VTI
2.89%3.08%$1,045.8万2.8万股$892.9万2.8万股+429股+1.54%加仓
英伟达NVDA
2.81%2.99%$1,019.2万5.1万股$864.7万5.0万股+1,357股+2.74%加仓
IiShares安硕信托DVY
2.63%3.14%$954.4万6.1万股$910.4万6.0万股+933股+1.55%加仓
谷歌AGOOGL
2.29%1.56%$830.5万2.3万股$451.1万1.6万股+7,553股+48.15%加仓
V先锋领航白厅基金VYM
1.98%2.32%$717.6万4.5万股$671.2万4.5万股+86股+0.19%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
1.78%1.83%$645.9万5.6万股$530.8万5.7万股-443股-0.78%减仓
IiShares安硕信托ITOT
1.76%1.9%$636.9万3.9万股$550.2万3.9万股+144股+0.37%加仓
IiShares安硕信托IDV
1.71%2.16%$619.1万14.9万股$626.7万14.7万股+2,182股+1.48%加仓
SSPDR黄金信托GLD
1.63%2.36%$590.0万1.6万股$682.8万1.6万股+146股+0.92%加仓
帕兰提尔PLTR
1.56%2.38%$566.3万4.9万股$689.6万4.7万股+1,393股+2.95%加仓
AAlphabet Inc Class CGOOG
1.52%0.96%$549.6万1.6万股$277.2万9,665股+5,890股+60.94%加仓
GGlobal X基金AIQ
1.49%1.34%$541.7万8.3万股$387.6万8.3万股-493股-0.59%减仓
KINDER MORGAN DEL COMKMI
1.31%1.75%$475.3万14.9万股$506.0万15.1万股-2,238股-1.48%减仓
亚马逊AMZN
1.3%0.91%$470.0万2.0万股$263.9万1.3万股+7,048股+55.61%加仓
博通AVGO
1.11%1.16%$403.4万1.1万股$335.7万1.1万股-165股-1.52%减仓
IiShares安硕信托AGG
1.09%1.29%$395.7万4.0万股$373.8万3.8万股+2,319股+6.16%加仓
埃克森美孚XOM
1.05%1.45%$381.4万2.8万股$420.8万2.5万股+3,088股+12.45%加仓
AAPPLIED DIGITALAPLD
1%0.8%$363.6万9.7万股$231.5万9.8万股-35股-0.04%减仓
SSPDR行业精选信托XLRE
0.96%1.16%$347.6万8.6万股$337.2万8.4万股+2,268股+2.70%加仓
强生JNJ
0.93%0.86%$336.9万1.3万股$250.0万1.0万股+3,037股+29.69%加仓
礼来LLY
0.91%0.87%$329.1万2,744股$253.4万2,755股-11股-0.40%减仓
IiShares安硕信托HDV
0.9%1.1%$326.6万11.9万股$317.2万2.3万股+9.6万股+409.84%加仓
CrowdStrikeCRWD
0.88%0.62%$319.9万4,192股$179.7万4,602股-410股-8.91%减仓
V先锋领航全球基金VGT
0.87%0.8%$314.7万2.6万股$232.9万3,338股+2.3万股+688.92%加仓
V先锋领航债券指数基金BIV
0.84%1.02%$304.4万4.0万股$295.7万3.8万股+1,384股+3.61%加仓
摩根大通JPM
0.78%0.85%$282.5万8,631股$244.9万8,326股+305股+3.66%加仓
I景顺QQQ信托VOO
0.77%0.74%$278.4万3,781股$213.7万3,703股+78股+2.11%加仓
AXON ENTERPRISEAXON
0.72%0.73%$261.0万4,655股$212.2万4,997股-342股-6.84%减仓
F富达·COMWLTH TRONEQ
0.66%0.66%$237.8万2.3万股$191.2万2.3万股+516股+2.29%加仓
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
0.63%0.93%$226.6万7.5万股$270.6万7.6万股-1,227股-1.61%减仓
美光科技MU
0.57%0.17%$204.9万1,775股$49.9万1,477股+298股+20.18%加仓
AAT&TT
0.56%1.01%$203.2万9.8万股$292.6万10.1万股-2,746股-2.72%减仓
默沙东MRK
0.55%0.47%$200.2万1.6万股$136.4万1.1万股+4,242股+37.41%加仓
PUBLIC SVC ENTERPRISE COMPEG
0.55%0.69%$198.3万2.4万股$198.6万2.5万股-105股-0.43%减仓
IISHARES FUTURE AI & TECHETFARTY
0.54%0.4%$196.0万2.6万股$117.2万2.5万股+550股+2.18%加仓
GE航空GE
0.54%0.5%$195.1万5,222股$144.2万5,081股+141股+2.78%加仓
BBANK OF AMERBAC
0.53%0.53%$192.3万3.4万股$153.9万3.2万股+2,184股+6.92%加仓
雪佛龙CVX
0.52%0.56%$190.1万1.1万股$162.7万7,863股+3,603股+45.82%加仓
甲骨文ORCL
0.5%$179.6万1.2万股$00股+1.2万股新买入
NNAVITAS SEMICONDUCTORNVTS
0.48%0.28%$174.3万9.7万股$82.3万9.4万股+3,450股+3.68%加仓
威瑞森VZ
0.47%0.73%$171.5万4.1万股$211.4万4.2万股-1,590股-3.78%减仓
艾伯维ABBV
0.47%0.49%$170.1万6,759股$141.5万6,506股+253股+3.89%加仓
CCOLUMBIA ETF TR ICRUX
0.44%0.53%$159.6万5.3万股$153.9万5.1万股+2,000股+3.90%加仓
思科CSCO
0.42%0.28%$153.7万1.3万股$82.4万1.1万股+2,466股+23.23%加仓
辉瑞PFE
0.42%0.6%$152.0万6.3万股$173.4万6.2万股+1,366股+2.21%加仓
GE VernovaGEV
0.4%0.39%$145.1万1,235股$111.8万1,280股-45股-3.52%减仓

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