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4J Wealth Management LLC

报告期 2026-03-31 · CIK 0001840775

持仓数

101

前50大市值合计

$158.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$22.6M

34,633

14.3%

TOUS T ROWE PRICE ETF INC

INTERNATIONAL EQ

$16.8M

487,589

10.6%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$12.8M

219,906

8.1%

TCAF T ROWE PRICE ETF INC

CAP APPRECIATION

$9.6M

270,297

6.1%

TFLR T ROWE PRICE ETF INC

FLOATING RATE

$7.1M

141,376

4.5%

TTEQ T ROWE PRICE ETF INC

TECHNOLOGY ETF

$7.0M

232,189

4.4%

IEI ISHARES TR

3 7 YR TREAS BD

$6.9M

57,794

4.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$6.4M

13,423

4.1%

NVDA NVIDIA CORPORATION

COM

$5.1M

28,999

3.2%

IDYN BLACKROCK ETF TRUST

ISHARES INTL EQ

$4.6M

159,055

2.9%

AAPL APPLE INC

COM

$4.4M

17,161

2.7%

GOOG ALPHABET INC

CAP STK CL C

$3.7M

12,765

2.3%

IBDU ISHARES TR

IBONDS DEC 29

$2.8M

118,996

1.7%

AMZN AMAZON COM INC

COM

$2.7M

12,879

1.7%

NOC NORTHROP GRUMMAN CORP

COM

$2.6M

3,804

1.6%

DGRO ISHARES TR

CORE DIV GRWTH

$2.6M

36,560

1.6%

TBUX T ROWE PRICE ETF INC

ULTRA SHRT TRM

$2.2M

43,702

1.4%

TCAL T ROWE PRICE ETF INC

CAPITAL APPRECIA

$2.1M

95,981

1.4%

UNOV INNOVATOR ETFS TRUST

US EQTY ULTRA BU

$2.1M

56,848

1.3%

— EXXON MOBIL CORP

COM

$2.1M

12,341

1.3%

IAU ISHARES GOLD TR

ISHARES NEW

$2.0M

23,088

1.3%

IBDR ISHARES TR

IBONDS DEC2026

$2.0M

83,930

1.3%

MSFT MICROSOFT CORP

COM

$1.8M

4,974

1.2%

SHY ISHARES TR

1 3 YR TREAS BD

$1.8M

22,103

1.2%

TSPA T ROWE PRICE ETF INC

US EQUITY RESEAR

$1.8M

42,864

1.1%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$1.7M

32,640

1.1%

TSLA TESLA INC

COM

$1.6M

4,434

1.0%

ANET ARISTA NETWORKS INC

COM SHS

$1.5M

12,212

0.9%

MA MASTERCARD INCORPORATED

CL A

$1.2M

2,486

0.8%

IBDS ISHARES TR

IBONDS 27 ETF

$1.1M

46,618

0.7%

GOOGL ALPHABET INC

CAP STK CL A

$1.0M

3,520

0.6%

META META PLATFORMS INC

CL A

$975.1K

1,704

0.6%

IVW ISHARES TR

S&P 500 GRWT ETF

$957.0K

8,461

0.6%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$870.1K

15,351

0.5%

MEAR ISHARES U S ETF TR

SHORT MATURITY M

$864.5K

17,174

0.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$837.0K

1,287

0.5%

MUB ISHARES TR

NATIONAL MUN ETF

$823.5K

7,757

0.5%

IBTH ISHARES TR

IBONDS 27 TRM TS

$810.9K

36,151

0.5%

QQQ INVESCO QQQ TR

UNIT SER 1

$799.9K

1,386

0.5%

IBDT ISHARES TR

IBDS DEC28 ETF

$781.2K

30,842

0.5%

GLD SPDR GOLD TR

GOLD SHS

$775.4K

1,802

0.5%

BUFB INNOVATOR ETFS TRUST

LADDERED ALC BFR

$765.2K

21,309

0.5%

IGIB ISHARES TR

ISHS 5-10YR INVT

$753.5K

14,158

0.5%

ORCL ORACLE CORP

COM

$730.1K

4,963

0.5%

QFLR INNOVATOR ETFS TRUST

NASDAQ 100 MANA

$729.6K

21,910

0.5%

AEP AMERICAN ELEC PWR CO INC

COM

$726.7K

5,544

0.5%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$699.6K

2,181

0.4%

SLQD ISHARES TR

0-5YR INVT GR CP

$690.2K

13,671

0.4%

QUAL ISHARES TR

MSCI USA QLT FCT

$640.3K

3,338

0.4%

USMV ISHARES TR

MSCI USA MIN VOL

$582.0K

6,275

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

48%前 6 大占比

IVV14.3%TOUS10.6%DYNF8.1%TCAF6.1%TFLR4.5%TTEQ4.4%

4J Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心