Wealth Management Associates, Inc. 13F 持仓 · 2026年Q2
Wealth Management Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 254 只证券，申报市值合计 3.62 亿美元。前几大持仓：AAPL（12.52%）、IVV（3.90%）、TLT（3.53%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $45.4M | 12.52% | 156,777 | 增持 |
| 2 | IVV | ISHARES TR | $14.1M | 3.90% | 18,849 | 增持 |
| 3 | TLT | ISHARES TR | $12.8M | 3.53% | 147,990 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $11.0M | 3.03% | 29,476 | 增持 |
| 5 | VTI | VANGUARD INDEX FDS | $10.5M | 2.89% | 28,261 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $10.2M | 2.81% | 50,937 | 增持 |
| 7 | DVY | ISHARES TR | $9.5M | 2.63% | 61,063 | 增持 |
| 8 | GOOGL | ALPHABET INC | $8.3M | 2.29% | 23,239 | 增持 |
| 9 | VYM | VANGUARD WHITEHALL FDS | $7.2M | 1.98% | 45,408 | 增持 |
| 10 | TDIV | FIRST TR EXCHANGE TRADED FD | $6.5M | 1.78% | 56,227 | 减持 |
| 11 | ITOT | ISHARES TR | $6.4M | 1.76% | 38,772 | 增持 |
| 12 | IDV | ISHARES TR | $6.2M | 1.71% | 149,439 | 增持 |
| 13 | GLD | SPDR GOLD TR | $5.9M | 1.63% | 16,015 | 增持 |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $5.7M | 1.56% | 48,536 | 增持 |
| 15 | GOOG | ALPHABET INC | $5.5M | 1.52% | 15,555 | 增持 |
| 16 | AIQ | GLOBAL X FDS | $5.4M | 1.49% | 82,563 | 减持 |
| 17 | KMI | KINDER MORGAN INC DEL | $4.8M | 1.31% | 148,674 | 减持 |
| 18 | AMZN | AMAZON COM INC | $4.7M | 1.30% | 19,721 | 增持 |
| 19 | AVGO | BROADCOM INC | $4.0M | 1.11% | 10,680 | 减持 |
| 20 | AGG | ISHARES TR | $4.0M | 1.09% | 39,976 | 增持 |
| 21 | XOM | EXXON MOBIL CORP | $3.8M | 1.05% | 27,893 | 增持 |
| 22 | APLD | APPLIED DIGITAL CORP | $3.6M | 1.00% | 97,475 | 减持 |
| 23 | SRLN | SSGA ACTIVE ETF TR | $3.5M | 0.96% | 86,264 | 增持 |
| 24 | JNJ | JOHNSON & JOHNSON | $3.4M | 0.93% | 13,266 | 增持 |
| 25 | LLY | ELI LILLY & CO | $3.3M | 0.91% | 2,744 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR