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LJI Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LJI Wealth Management, LLC
报告期 2026-03-31 · CIK 0001988563
持仓数
194
前50大市值合计
$559.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 146 项
建仓 22
增持 77
减持 34
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$8.2M
730,132
+7%
增持
ONEQ
FIDELITY COMWLTH TR
+$3.2M
350,611
+6%
减持
AAPL
APPLE INC
+$2.3M
67,656
-0%
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。
增持
QQQ
INVESCO QQQ TR
+$1.8M
28,927
+3%
减持
ICSH
ISHARES TR
-$1.7M
4,510
-89%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
38,713
+20%
增持
SLQD
ISHARES TR
+$1.5M
690,333
+3%
增持
IWM
ISHARES TR
+$877.8K
69,634
+5%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$836.1K
50,113
+5%
增持
YYY
AMPLIFY ETF TR
+$833.2K
900,022
+9%
清仓
SYK
STRYKER CORPORATION
-$802.9K
0
-100%
增持
SHM
SPDR SER TR
+$729.0K
98,600
+17%
增持
IWR
ISHARES TR
+$713.6K
125,687
+5%
减持
SUB
ISHARES TR
-$690.5K
21,791
-24%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$644.5K
76,921
+110%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$643.0K
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$617.0K
34,466
+252%
增持
FLOT
ISHARES TR
+$601.0K
304,887
+4%
建仓
BSVO
EA SERIES TRUST
+$580.0K
33,085
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$575.0K
10,532
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$572.9K
85,948
+3%
建仓
NVDA
NVIDIA CORPORATION
+$488.7K
1,759
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$488.4K
23,550
增持
SPY
SPDR S&P 500 ETF TR
+$438.9K
6,148
+13%
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$438.3K
13,700
增持
—
INNOVATOR ETFS TR
+$389.5K
162,093
+3%
增持
IEMG
ISHARES INC
+$388.3K
35,793
+23%
增持
MSFT
MICROSOFT CORP
+$379.9K
7,134
+2%
减持
ISTB
ISHARES TR
-$371.9K
82,979
-10%
增持
AMZN
AMAZON COM INC
+$348.4K
11,699
+14%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$342.7K
10,000
增持
META
META PLATFORMS INC
+$325.0K
3,388
+4%
增持
DFUV
DIMENSIONAL ETF TRUST
+$307.5K
21,972
+72%
建仓
TSLA
TESLA INC
+$301.2K
1,452
建仓
CSCO
CISCO SYS INC
+$296.3K
5,669
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$291.3K
2,207
建仓
FBCG
FIDELITY COVINGTON TRUST
+$285.8K
11,227
建仓
—
DIREXION SHS ETF TR
+$250.4K
51,000
清仓
VNQ
VANGUARD INDEX FDS
-$250.4K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$250.3K
951
减持
WYNN
WYNN RESORTS LTD
+$249.6K
8,850
-1%
增持
NET
CLOUDFLARE INC
+$246.6K
11,750
+11%
增持
IDEV
ISHARES TR
+$246.5K
13,604
+32%
建仓
FDX
FEDEX CORP
+$244.3K
1,069
减持
AUPH
AURINIA PHARMACEUTICALS INC
+$243.8K
41,530
-15%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$241.9K
19,077
+24%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$227.9K
35,641
+7%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$223.9K
581
清仓
HYG
ISHARES TR
-$222.8K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$217.9K
28,088
+24%
建仓
NFLX
NETFLIX INC
+$217.7K
630
建仓
DRIV
GLOBAL X FDS
+$216.7K
9,088
增持
BAC
BANK AMERICA CORP
-$215.7K
60,661
+3%
清仓
IBCP
INDEPENDENT BK CORP MICH
-$215.3K
0
-100%
建仓
PFF
ISHARES TR
+$211.4K
6,772
清仓
FNCL
FIDELITY COVINGTON TRUST
-$208.1K
0
-100%
清仓
IGIB
ISHARES TR
-$206.5K
0
-100%
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$205.8K
10,085
建仓
AVGO
BROADCOM INC
+$203.4K
317
清仓
PM
PHILIP MORRIS INTL INC
-$202.4K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$200.8K
0
-100%
清仓
DVY
ISHARES TR
-$200.1K
0
-100%
清仓
TQQQ
PROSHARES TR
-$190.3K
0
-100%
增持
IEFA
ISHARES TR
+$189.0K
10,504
+26%
增持
DWAS
INVESCO EXCH TRADED FD TR II
+$187.7K
44,811
+5%
增持
GOOG
ALPHABET INC
+$184.4K
4,651
+38%
增持
INTC
INTEL CORP
+$164.9K
20,782
+7%
增持
KRE
SPDR SER TR
-$164.3K
18,554
+11%
建仓
F
FORD MTR CO DEL
+$163.1K
12,948
增持
DIS
DISNEY WALT CO
+$149.3K
9,213
+4%
增持
VOO
VANGUARD INDEX FDS
+$136.3K
2,557
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$133.5K
50,600
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$118.6K
3,507
+1%
清仓
CION
CION INVT CORP
-$101.6K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$97.2K
5,511
+28%
增持
IVLU
ISHARES TR
+$94.3K
12,596
+34%
减持
DFAC
DIMENSIONAL ETF TRUST
+$94.0K
80,968
-0%
减持
SGMOQ
SANGAMO THERAPEUTICS INC
-$93.2K
39,110
-24%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$89.7K
14,770
增持
JNJ
JOHNSON & JOHNSON
-$86.0K
5,699
+4%
减持
—
FUBOTV INC
-$85.4K
50,507
-40%
增持
LVS
LAS VEGAS SANDS CORP
+$78.6K
5,816
+9%
增持
IVV
ISHARES TR
+$77.9K
2,336
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$74.7K
2,816
+19%
增持
WFC
WELLS FARGO CO NEW
-$72.9K
26,725
+3%
建仓
PCT
PURECYCLE TECHNOLOGIES INC
+$70.0K
10,000
增持
JPM
JPMORGAN CHASE & CO
-$69.4K
25,393
+1%
增持
RF
REGIONS FINANCIAL CORP NEW
-$69.2K
29,167
+3%
减持
GOOGL
ALPHABET INC
+$66.7K
5,264
-3%
增持
—
ASML HOLDING N V
+$65.7K
476
+1%
增持
XBI
SPDR SER TR
+$60.4K
22,075
+13%
减持
VTEB
VANGUARD MUN BD FDS
+$59.9K
93,492
-1%
增持
EFA
ISHARES TR
+$59.0K
5,344
+9%
增持
LLY
LILLY ELI & CO
-$58.0K
6,200
+4%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$52.9K
36,724
+12%
增持
CVX
CHEVRON CORP NEW
-$51.6K
4,262
+2%
增持
EEM
ISHARES TR
+$49.5K
7,407
+16%
减持
UWMC
UWM HOLDINGS CORPORATION
+$48.9K
31,160
-1%
减持
CRM
SALESFORCE INC
+$45.7K
1,313
-20%
减持
SRLN
SSGA ACTIVE ETF TR
-$42.4K
14,155
-8%
减持
KHC
KRAFT HEINZ CO
-$42.3K
15,050
-2%
减持
RDW
REDWIRE CORPORATION
+$39.8K
56,400
-15%
增持
DFAT
DIMENSIONAL ETF TRUST
+$39.5K
60,382
+0%
增持
FDRR
FIDELITY COVINGTON TRUST
+$35.8K
13,549
+5%
增持
DFAX
DIMENSIONAL ETF TRUST
+$35.6K
22,522
+1%
减持
AME
AMETEK INC
-$35.1K
2,787
-12%
增持
COST
COSTCO WHSL CORP NEW
+$33.6K
786
+1%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$32.7K
28,481
-6%
增持
IWD
ISHARES TR
+$32.5K
2,534
+9%
增持
SLB
SCHLUMBERGER LTD
-$31.1K
11,892
+3%
增持
IVE
ISHARES TR
+$29.0K
3,129
+2%
增持
IVW
ISHARES TR
+$25.0K
4,571
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$24.4K
3,090
-4%
增持
VHT
VANGUARD WORLD FDS
-$23.5K
2,713
+0%
减持
SPTM
SPDR SER TR
+$23.2K
16,525
-4%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$22.8K
43,585
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$21.2K
8,580
+8%
减持
ISRG
INTUITIVE SURGICAL INC
-$19.9K
1,374
-2%
增持
—
INMODE LTD
-$19.9K
9,150
+5%
减持
XERS
XERIS BIOPHARMA HOLDINGS INC
-$19.4K
76,150
-29%
增持
ABT
ABBOTT LABS
-$19.1K
2,607
+1%
减持
IXUS
ISHARES TR
+$19.1K
7,299
-2%
减持
MUB
ISHARES TR
+$18.4K
12,000
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$17.7K
5,456
+6%
增持
PFE
PFIZER INC
-$17.4K
9,575
+20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.2K
1,869
+3%
减持
IBB
ISHARES TR
-$14.8K
3,886
-1%
减持
BA
BOEING CO
+$13.7K
2,360
-8%
减持
IWP
ISHARES TR
+$13.0K
2,931
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$11.8K
37,275
+7%
增持
AGG
ISHARES TR
+$11.2K
3,822
+0%
减持
FTEC
FIDELITY COVINGTON TRUST
+$9.5K
1,919
-13%
减持
V
VISA INC
+$9.0K
1,215
-5%
减持
C
CITIGROUP INC
+$8.8K
6,911
-1%
增持
MSOS
ADVISORSHARES TR
+$7.0K
37,933
+27%
增持
MRK
MERCK & CO INC
+$6.8K
2,591
+7%
增持
ABBV
ABBVIE INC
+$6.7K
1,920
+4%
减持
T
AT&T INC
+$5.1K
12,617
-2%
清仓
—
ELYS GAME TECHNOLOGY CORP
-$4.9K
0
-100%
增持
SDY
SPDR SER TR
-$4.4K
3,484
+0%
增持
—
EXXON MOBIL CORP
-$3.7K
15,232
+0%
减持
IJS
ISHARES TR
+$3.7K
7,297
-2%
减持
IWO
ISHARES TR
+$1.5K
973
-5%
增持
AMGN
AMGEN INC
+$1.4K
861
+9%
减持
DFSD
DIMENSIONAL ETF TRUST
-$1.0K
7,043
-2%
增持
VBR
VANGUARD INDEX FDS
+$285
1,326
+0%
