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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 58
减持 59
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$3.4M
57,179
+43%
建仓
OVT
LISTED FD TR
+$1.6M
74,425
增持
AAPL
APPLE INC
-$1.2M
69,321
+3%
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
ITOT
ISHARES TR
+$1.1M
789,959
-60%
减持
BA
BOEING CO
-$918.6K
6,180
-38%
增持
DIS
DISNEY WALT CO
+$797.9K
20,649
+111%
建仓
ENVX
ENOVIX CORPORATION
+$774.3K
61,700
增持
SLQD
ISHARES TR
+$733.3K
729,432
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$547.3K
21,283
+99%
建仓
OVM
LISTED FD TR
+$501.0K
23,957
建仓
OVB
LISTED FD TR
+$493.6K
25,139
建仓
CCS
CENTURY CMNTYS INC
+$443.5K
6,641
增持
—
INNOVATOR ETFS TR
-$434.9K
163,949
+2%
增持
ONEQ
FIDELITY COMWLTH TR
-$401.1K
356,892
+2%
减持
SHM
SPDR SER TR
-$333.3K
69,553
-8%
减持
LLY
ELI LILLY & CO
+$328.6K
6,278
-96%
建仓
GLD
SPDR GOLD TR
+$323.5K
1,887
增持
VTWG
VANGUARD SCOTTSDALE FDS
-$290.3K
53,716
+5%
建仓
AMGN
AMGEN INC
+$288.9K
1,075
减持
DFSV
DIMENSIONAL ETF TRUST
+$286.8K
80,980
-95%
清仓
DFSD
DIMENSIONAL ETF TRUST
-$281.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$256.8K
2,475
+28%
增持
SPY
SPDR S&P 500 ETF TR
+$256.0K
7,097
+13%
清仓
DRIV
GLOBAL X FDS
-$225.1K
0
-100%
增持
PDP
INVESCO EXCHANGE TRADED FD T
-$215.4K
88,779
+2%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$214.9K
56,264
+33%
清仓
SCHD
SCHWAB STRATEGIC TR
-$212.5K
0
-100%
清仓
ECL
ECOLAB INC
-$210.5K
0
-100%
清仓
FVAL
FIDELITY COVINGTON TRUST
-$208.9K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$201.4K
0
-100%
建仓
NIO
NIO INC
+$201.1K
22,250
增持
QQQ
INVESCO QQQ TR
-$197.2K
27,569
+1%
减持
IVV
ISHARES TR
-$194.9K
1,705
-99%
减持
FLOT
ISHARES TR
-$163.2K
294,029
-1%
增持
GOOGL
ALPHABET INC
+$155.9K
6,181
+13%
增持
META
META PLATFORMS INC
+$153.3K
4,122
+9%
清仓
MS
MORGAN STANLEY
-$150.9K
0
-100%
减持
—
EXXON MOBIL CORP
+$150.3K
15,001
-0%
增持
GOOG
ALPHABET INC
+$148.4K
4,903
+19%
清仓
CCI
CROWN CASTLE INC
-$134.4K
0
-100%
增持
YYY
AMPLIFY ETF TR
-$134.0K
932,412
+4%
减持
ISTB
ISHARES TR
-$133.3K
80,280
-3%
增持
XBI
SPDR SER TR
-$133.0K
19,787
+4%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$131.6K
0
-100%
清仓
DFNM
DIMENSIONAL ETF TRUST
-$129.9K
0
-100%
增持
IWM
ISHARES TR
-$129.5K
72,887
+5%
减持
DISV
DIMENSIONAL ETF TRUST
+$128.4K
10,051
-91%
增持
TGT
TARGET CORP
-$128.2K
7,982
+4%
减持
IXUS
ISHARES TR
-$127.0K
9,424
-95%
清仓
PRFZ
INVESCO EXCHANGE TRADED FD T
-$124.6K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$122.6K
1,181
-14%
增持
IWR
ISHARES TR
-$116.5K
134,913
+4%
减持
MUB
ISHARES TR
-$115.3K
10,734
-6%
清仓
DFGR
DIMENSIONAL ETF TRUST
-$103.8K
0
-100%
减持
MSFT
MICROSOFT CORP
+$99.4K
8,396
-83%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$99.0K
2,708
+37%
减持
IJS
ISHARES TR
-$97.1K
6,749
-8%
清仓
CVS
CVS HEALTH CORP
-$95.1K
0
-100%
清仓
SHV
ISHARES TR
-$92.3K
0
-100%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$91.8K
82,679
+5%
清仓
VTIP
VANGUARD MALVERN FDS
-$90.2K
0
-100%
减持
—
INMODE LTD
-$87.4K
8,350
-9%
减持
AUPH
AURINIA PHARMACEUTICALS INC
-$87.2K
38,030
-4%
清仓
—
BLACKROCK INC
-$78.8K
0
-100%
清仓
EVRG
EVERGY INC
-$77.8K
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$75.7K
0
-100%
减持
F
FORD MTR CO DEL
-$75.2K
14,348
-76%
减持
XERS
XERIS BIOPHARMA HOLDINGS INC
-$71.8K
61,350
-14%
增持
ADBE
ADOBE INC
+$71.3K
697
+20%
减持
KHC
KRAFT HEINZ CO
-$71.2K
13,450
-9%
减持
AME
AMETEK INC
-$69.4K
2,337
-9%
增持
KRE
SPDR SER TR
+$68.0K
20,047
+6%
减持
DFAT
DIMENSIONAL ETF TRUST
-$68.0K
60,023
-97%
增持
FENY
FIDELITY COVINGTON TRUST
+$66.6K
15,890
+7%
增持
NVO
NOVO-NORDISK A S
+$66.5K
4,208
+115%
减持
JPM
JPMORGAN CHASE & CO
+$66.2K
25,986
-91%
清仓
HBNC
HORIZON BANCORP INC
-$64.6K
0
-100%
增持
KOD
KODIAK SCIENCES INC
-$64.5K
18,200
+29%
增持
IEFA
ISHARES TR
+$63.9K
12,131
+14%
增持
—
ASML HOLDING N V
-$63.0K
501
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$62.8K
3,290
+14%
减持
JNJ
JOHNSON & JOHNSON
-$61.8K
5,366
-1%
减持
C
CITIGROUP INC
-$61.5K
5,962
-11%
减持
MSOS
ADVISORSHARES TR
+$60.4K
29,880
-6%
减持
XLF
SELECT SECTOR SPDR TR
-$60.3K
36,730
-3%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$60.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$59.2K
4,540
+1%
增持
EFA
ISHARES TR
+$56.8K
5,386
+24%
减持
IBB
ISHARES TR
-$56.0K
3,422
-8%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$55.9K
20,679
-97%
增持
FBCG
FIDELITY COVINGTON TRUST
+$55.8K
12,695
+21%
增持
COST
COSTCO WHSL CORP NEW
+$55.7K
840
+8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$55.5K
9,403
-3%
增持
AMZN
AMAZON COM INC
+$54.9K
12,349
+6%
清仓
DFIC
DIMENSIONAL ETF TRUST
-$54.6K
0
-100%
增持
PFF
ISHARES TR
+$52.8K
14,323
+17%
清仓
DFCF
DIMENSIONAL ETF TRUST
-$49.8K
0
-100%
增持
VHT
VANGUARD WORLD FDS
+$48.9K
3,033
+12%
增持
V
VISA INC
+$48.4K
1,465
+21%
减持
WFC
WELLS FARGO CO NEW
-$47.4K
25,829
-0%
清仓
SCHV
SCHWAB STRATEGIC TR
-$45.6K
0
-100%
增持
EXR
EXTRA SPACE STORAGE INC
-$43.4K
5,030
+14%
减持
SUB
ISHARES TR
-$42.9K
23,408
-1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$42.6K
2,832
+21%
减持
CAT
CATERPILLAR INC
+$42.0K
1,165
-94%
清仓
AVDV
AMERICAN CENTY ETF TR
-$40.9K
0
-100%
增持
CRM
SALESFORCE INC
+$40.4K
1,567
+19%
清仓
DFAI
DIMENSIONAL ETF TRUST
-$39.9K
0
-100%
减持
SGMOQ
SANGAMO THERAPEUTICS INC
-$39.6K
42,560
-15%
减持
FDRR
FIDELITY COVINGTON TRUST
-$38.6K
12,799
-2%
减持
T
AT&T INC
-$38.2K
10,219
-15%
增持
BAC
BANK AMERICA CORP
-$37.6K
59,261
+2%
减持
NET
CLOUDFLARE INC
-$37.0K
10,250
-2%
减持
DFAC
DIMENSIONAL ETF TRUST
-$35.2K
83,063
-95%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$34.1K
35,885
+4%
增持
VO
VANGUARD INDEX FDS
+$32.9K
1,208
+22%
减持
INTC
INTEL CORP
+$32.4K
20,122
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$32.0K
48,598
-0%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$30.6K
21,974
-6%
增持
ABT
ABBOTT LABS
-$28.8K
2,626
+1%
增持
TSLA
TESLA INC
+$27.8K
1,493
+13%
增持
MRK
MERCK & CO INC
-$27.6K
2,672
+2%
增持
SBUX
STARBUCKS CORP
-$27.5K
3,805
+1%
减持
ABBV
ABBVIE INC
+$27.3K
1,905
-89%
增持
WMT
WALMART INC
+$26.5K
2,028
+7%
减持
SDY
SPDR SER TR
-$26.2K
3,535
-97%
减持
UWMC
UWM HOLDINGS CORPORATION
-$25.9K
25,560
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$25.8K
3,678
+4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$25.2K
3,171
-99%
减持
ICSH
ISHARES TR
-$24.8K
4,010
-11%
减持
IEMG
ISHARES INC
+$22.2K
40,398
-96%
增持
AVGO
BROADCOM INC
+$21.9K
325
+14%
减持
UNP
UNION PAC CORP
-$21.4K
2,238
-4%
减持
ORCL
ORACLE CORP
-$20.6K
4,879
-97%
减持
SRLN
SSGA ACTIVE ETF TR
-$19.4K
10,825
-4%
减持
RF
REGIONS FINANCIAL CORP NEW
-$19.1K
29,417
-0%
减持
IDEV
ISHARES TR
-$18.5K
13,987
-98%
增持
VOO
VANGUARD INDEX FDS
+$18.3K
2,798
+5%
减持
IWP
ISHARES TR
-$18.2K
3,446
-0%
增持
SRE
SEMPRA
-$18.1K
3,798
+100%
减持
—
FUBOTV INC
+$17.5K
36,007
-5%
减持
DFAX
DIMENSIONAL ETF TRUST
-$17.0K
22,757
-87%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$17.0K
2,729
+0%
增持
DWAS
INVESCO EXCH TRADED FD TR II
-$16.4K
48,594
+4%
减持
RDW
REDWIRE CORPORATION
+$15.7K
49,800
-1%
增持
NFLX
NETFLIX INC
+$15.5K
776
+23%
减持
IVE
ISHARES TR
-$15.4K
3,238
-98%
增持
SMH
VANECK ETF TRUST
+$14.6K
2,098
+10%
减持
ILCG
ISHARES TR
-$14.2K
4,340
-1%
减持
IWD
ISHARES TR
-$14.0K
2,330
-99%
