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

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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

26Q1 调仓2025-12-31 → 2026-03-31 · 共 82 项建仓 9增持 29减持 38清仓 6

方向

标的

Δ市值

现股数(环比)

建仓

IDYN BLACKROCK ETF TRUST

+$4.6M

159,055

增持

DYNF BLACKROCK ETF TRUST

+$3.9M

219,906 +51%

减持

IVV ISHARES TR

-$3.6M

34,633 -10%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

UNOV INNOVATOR ETFS TRUST

-$3.0M

56,848 -58%

增持

BINC BLACKROCK ETF TRUST II

+$1.5M

32,640 +721%

减持

TCAF T ROWE PRICE ETF INC

-$1.1M

270,297 -3%

增持

TTEQ T ROWE PRICE ETF INC

+$1.1M

232,189 +26%

增持

IBDU ISHARES TR

+$600.5K

118,996 +29%

减持

IAU ISHARES GOLD TR

-$585.6K

23,088 -29%

减持

— EXXON MOBIL CORP

+$575.7K

12,341 -2%

减持

GOOG ALPHABET INC

-$553.2K

12,765 -5%

减持

TFLR T ROWE PRICE ETF INC

-$551.4K

141,376 -5%

增持

MSFT MICROSOFT CORP

-$506.2K

4,974 +2%

增持

TBUX T ROWE PRICE ETF INC

+$500.4K

43,702 +30%

减持

NVDA NVIDIA CORPORATION

-$420.6K

28,999 -1%

清仓

AKRE PROFESIONALLY MANAGED PORTFO

-$418.2K

0 -100%

增持

IEI ISHARES TR

+$408.0K

57,794 +7%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$377.6K

15,351 +78%

建仓

GRID FIRST TR EXCHANGE-TRADED FD

+$353.7K

2,162

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$340.4K

13,423 -0%

减持

AAPL APPLE INC

-$325.6K

17,161 -0%

减持

TOUS T ROWE PRICE ETF INC

-$320.6K

487,589 -2%

减持

MA MASTERCARD INCORPORATED

-$301.4K

2,486 -8%

清仓

DHR DANAHER CORPORATION

-$246.1K

0 -100%

增持

AMZN AMAZON COM INC

-$244.7K

12,879 +2%

建仓

— ASTRAZENECA PLC

+$243.8K

1,236

清仓

UNH UNITEDHEALTH GROUP INC

-$243.7K

0 -100%

增持

ORCL ORACLE CORP

-$233.3K

4,963 +0%

清仓

— ASTRAZENECA PLC

-$232.8K

0 -100%

建仓

BSCQ INVESCO EXCH TRD SLF IDX FD

+$231.6K

11,860

建仓

BSCR INVESCO EXCH TRD SLF IDX FD

+$230.4K

11,740

增持

RSP INVESCO EXCHANGE TRADED FD T

+$228.0K

2,730 +77%

建仓

DBMF LITMAN GREGORY FDS TR

+$222.0K

7,363

减持

TSPA T ROWE PRICE ETF INC

-$221.0K

42,864 -7%

清仓

VUG VANGUARD INDEX FDS

-$211.7K

0 -100%

建仓

PM PHILIP MORRIS INTL INC

+$209.2K

1,265

清仓

NEE NEXTERA ENERGY INC

-$204.2K

0 -100%

建仓

T AT&T INC

+$204.0K

7,037

建仓

VLUE ISHARES TR

+$203.0K

1,428

减持

AGX ARGAN INC

+$151.9K

670 -1%

增持

IBDS ISHARES TR

+$135.5K

46,618 +14%

增持

META META PLATFORMS INC

-$126.1K

1,704 +2%

减持

IGIB ISHARES TR

-$124.0K

14,158 -13%

减持

GOOGL ALPHABET INC

-$121.8K

3,520 -3%

增持

HGER HARBOR ETF TRUST

+$113.3K

11,789 +16%

减持

ANET ARISTA NETWORKS INC

-$106.0K

12,212 -0%

增持

IBIT ISHARES BITCOIN TRUST ETF

-$98.5K

9,993 +3%

增持

MAR MARRIOTT INTL INC NEW

+$91.4K

1,376 +19%

减持

MCO MOODYS CORP

-$89.0K

776 -7%

减持

IVW ISHARES TR

-$87.8K

8,461 -0%

减持

QUAL ISHARES TR

-$76.2K

3,338 -7%

增持

TCAL T ROWE PRICE ETF INC

+$75.4K

95,981 +9%

减持

V VISA INC

-$65.5K

1,055 -4%

减持

TDG TRANSDIGM GROUP INC

-$63.6K

357 -1%

减持

IBTG ISHARES TR

-$56.9K

9,737 -20%

减持

ITOT ISHARES TR

-$46.8K

1,664 -13%

减持

IBDR ISHARES TR

-$44.3K

83,930 -2%

增持

IBDT ISHARES TR

+$38.2K

30,842 +6%

减持

BUFB INNOVATOR ETFS TRUST

-$35.4K

21,309 -2%

增持

VTI VANGUARD INDEX FDS

-$31.3K

2,181 +0%

减持

MCD MCDONALDS CORP

-$31.0K

1,387 -8%

减持

SHY ISHARES TR

-$29.6K

22,103 -1%

减持

ATO ATMOS ENERGY CORP

+$23.1K

1,643 -2%

增持

QQQ INVESCO QQQ TR

-$17.1K

1,386 +4%

减持

DGRO ISHARES TR

+$16.5K

36,560 -0%

增持

GE GE AEROSPACE

-$14.8K

1,967 +6%

增持

IGSB ISHARES TR

+$13.7K

4,999 +6%

增持

NEAR ISHARES U S ETF TR

+$13.4K

10,420 +3%

增持

IJH ISHARES TR

+$13.3K

4,340 +2%

减持

IEF ISHARES TR

-$13.3K

2,932 -4%

增持

IBDV ISHARES TR

+$13.0K

15,888 +5%

减持

MUB ISHARES TR

-$12.8K

7,757 -1%

减持

GSY INVESCO ACTIVELY MANAGED EXC

-$11.3K

9,501 -2%

增持

IBDW ISHARES TR

+$10.8K

23,010 +3%

减持

IBTH ISHARES TR

-$9.1K

36,151 -1%

增持

AMD ADVANCED MICRO DEVICES INC

-$8.7K

1,551 +2%

增持

IJR ISHARES TR

+$7.7K

1,861 +0%

减持

HLT HILTON WORLDWIDE HLDGS INC

+$5.7K

1,361 -4%

减持

GOVT ISHARES TR

-$3.5K

14,119 -1%

减持

JNJ JOHNSON & JOHNSON

+$3.4K

1,858 -15%

减持

GLD SPDR GOLD TR

-$2.2K

1,802 -8%

增持

JPM JPMORGAN CHASE & CO

+$706

1,137 +10%