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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 17
增持 67
减持 57
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$12.8M
828,960
+5%
增持
SUB
ISHARES TR
+$3.7M
58,068
+148%
减持
VTEB
VANGUARD MUN BD FDS
-$3.3M
24,039
-74%
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
ONEQ
FIDELITY COMWLTH TR
+$2.5M
354,978
-1%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.8M
54,200
+51%
减持
IWM
ISHARES TR
+$1.7M
72,785
-0%
清仓
OVT
LISTED FD TR
-$1.6M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$1.6M
27,960
+1%
增持
AAPL
APPLE INC
+$1.5M
69,361
+0%
减持
VTI
VANGUARD INDEX FDS
-$1.4M
45,463
-20%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$1.3M
54,773
+2%
减持
IWR
ISHARES TR
+$1.1M
134,637
-0%
增持
SLQD
ISHARES TR
+$1.1M
734,297
+1%
增持
JPM
JPMORGAN CHASE & CO
+$1.0M
28,036
+8%
增持
MSFT
MICROSOFT CORP
+$854.0K
9,321
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$848.7K
8,169
+15%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$829.8K
84,451
+2%
建仓
HYG
ISHARES TR
+$805.7K
10,411
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$772.5K
88,988
+0%
建仓
AVUV
AMERICAN CENTY ETF TR
+$710.3K
7,909
减持
SHM
SPDR SER TR
-$620.9K
54,290
-22%
增持
VO
VANGUARD INDEX FDS
+$565.5K
3,512
+191%
清仓
OVM
LISTED FD TR
-$501.0K
0
-100%
清仓
OVB
LISTED FD TR
-$493.6K
0
-100%
增持
BA
BOEING CO
+$484.7K
6,404
+4%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$458.5K
17,648
增持
DFAC
DIMENSIONAL ETF TRUST
+$420.3K
88,831
+7%
增持
XBI
SPDR SER TR
+$409.9K
20,772
+5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$406.7K
60,178
+0%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$379.2K
13,531
-35%
增持
LLY
ELI LILLY & CO
+$369.6K
6,419
+2%
减持
BAC
BANK AMERICA CORP
+$362.2K
58,949
-1%
清仓
GLD
SPDR GOLD TR
-$323.5K
0
-100%
减持
YYY
AMPLIFY ETF TR
+$322.6K
919,254
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$317.6K
26,511
+25%
增持
META
META PLATFORMS INC
+$287.4K
4,308
+5%
增持
TGT
TARGET CORP
+$284.1K
8,192
+3%
减持
INTC
INTEL CORP
+$279.0K
19,788
-2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$269.0K
27,955
+23%
建仓
BND
VANGUARD BD INDEX FDS
+$255.1K
3,469
建仓
DFNM
DIMENSIONAL ETF TRUST
+$254.4K
5,244
增持
—
EXXON MOBIL CORP
-$246.9K
15,172
+1%
清仓
C
CITIGROUP INC
-$245.2K
0
-100%
增持
EXR
EXTRA SPACE STORAGE INC
+$243.0K
5,330
+6%
减持
AMZN
AMAZON COM INC
+$240.7K
11,916
-4%
建仓
UBER
UBER TECHNOLOGIES INC
+$240.0K
3,898
建仓
IBCP
INDEPENDENT BK CORP MICH
+$234.2K
9,000
建仓
DFIC
DIMENSIONAL ETF TRUST
+$233.8K
9,159
减持
DFSV
DIMENSIONAL ETF TRUST
-$232.0K
62,500
-23%
减持
—
INNOVATOR ETFS TR
-$225.6K
141,293
-14%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$224.5K
63,654
+13%
建仓
VNQ
VANGUARD INDEX FDS
+$222.1K
2,513
建仓
XLK
SELECT SECTOR SPDR TR
+$218.5K
1,135
建仓
SCHW
SCHWAB CHARLES CORP
+$213.4K
3,102
减持
WFC
WELLS FARGO CO NEW
+$210.6K
25,720
-0%
建仓
FVAL
FIDELITY COVINGTON TRUST
+$208.3K
3,930
建仓
DGRO
ISHARES TR
+$206.3K
3,832
清仓
—
BROOKFIELD INFRAST PARTNERS
-$204.2K
0
-100%
建仓
DVY
ISHARES TR
+$203.6K
1,737
清仓
ICSH
ISHARES TR
-$202.0K
0
-100%
建仓
PG
PROCTER AND GAMBLE CO
+$201.2K
1,373
建仓
DRIV
GLOBAL X FDS
+$200.9K
8,145
增持
EEM
ISHARES TR
+$192.2K
10,787
+69%
减持
NET
CLOUDFLARE INC
+$182.3K
9,950
-3%
减持
KRE
SPDR SER TR
+$179.4K
19,392
-3%
清仓
F
FORD MTR CO DEL
-$178.2K
0
-100%
增持
IXUS
ISHARES TR
+$168.2K
11,298
+20%
增持
AMD
ADVANCED MICRO DEVICES INC
+$166.5K
3,695
+0%
减持
DWAS
INVESCO EXCH TRADED FD TR II
-$157.4K
41,681
-14%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$156.5K
3,839
+21%
清仓
T
AT&T INC
-$153.5K
0
-100%
增持
PFF
ISHARES TR
+$151.3K
18,696
+31%
增持
NVDA
NVIDIA CORPORATION
+$151.1K
2,479
+0%
建仓
PCT
PURECYCLE TECHNOLOGIES INC
+$145.8K
36,000
增持
IDEV
ISHARES TR
+$141.3K
15,024
+7%
增持
EFA
ISHARES TR
+$139.2K
6,774
+26%
增持
DISV
DIMENSIONAL ETF TRUST
+$121.9K
13,997
+39%
减持
XLF
SELECT SECTOR SPDR TR
+$112.5K
35,394
-4%
减持
DIS
DISNEY WALT CO
+$111.3K
19,769
-4%
增持
ENVX
ENOVIX CORPORATION
+$110.8K
70,700
+15%
增持
SPTM
SPDR SER TR
+$109.5K
17,728
+0%
减持
AGG
ISHARES TR
-$101.0K
5,549
-20%
减持
—
LAM RESEARCH CORP
+$97.0K
632
-0%
增持
IJS
ISHARES TR
+$93.9K
6,753
+0%
减持
UNP
UNION PAC CORP
+$92.5K
2,232
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$88.2K
8,877
+2%
减持
AVGO
BROADCOM INC
+$87.3K
320
-2%
减持
BSVO
EA SERIES TRUST
+$86.6K
32,792
-1%
增持
NFLX
NETFLIX INC
+$85.3K
777
+0%
增持
COST
COSTCO WHSL CORP NEW
+$83.2K
845
+1%
增持
VUG
VANGUARD INDEX FDS
+$83.1K
1,908
+2%
减持
CRM
SALESFORCE INC
+$79.8K
1,511
-4%
增持
HD
HOME DEPOT INC
+$79.0K
1,629
+1%
增持
CVX
CHEVRON CORP NEW
-$77.9K
4,610
+2%
增持
MUB
ISHARES TR
+$75.9K
10,853
+1%
减持
IVV
ISHARES TR
+$74.9K
1,689
-1%
增持
SLB
SCHLUMBERGER LTD
-$74.8K
12,010
+0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$74.8K
29,759
+2%
减持
—
ASML HOLDING N V
+$74.4K
488
-3%
增持
FTEC
FIDELITY COVINGTON TRUST
+$73.4K
2,935
+4%
减持
ISTB
ISHARES TR
-$72.5K
76,763
-4%
增持
IVE
ISHARES TR
+$72.5K
3,282
+1%
增持
RF
REGIONS FINANCIAL CORP NEW
+$69.0K
29,667
+1%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$68.3K
36,931
-14%
增持
MO
ALTRIA GROUP INC
+$67.4K
7,300
+35%
减持
VOO
VANGUARD INDEX FDS
+$64.4K
2,663
-5%
增持
VHT
VANGUARD WORLD FDS
+$62.4K
3,093
+2%
减持
AUPH
AURINIA PHARMACEUTICALS INC
-$61.5K
26,030
-32%
减持
IEFA
ISHARES TR
-$61.4K
10,223
-16%
减持
KLAC
KLA CORP
+$59.4K
499
-1%
减持
ADBE
ADOBE INC
+$58.0K
693
-1%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$50.9K
19,374
-12%
减持
GOOGL
ALPHABET INC
+$49.5K
6,145
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$47.6K
9,345
-1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$46.8K
22,904
+1%
增持
GOOG
ALPHABET INC
+$45.1K
4,907
+0%
减持
V
VISA INC
+$44.2K
1,464
-0%
减持
UWMC
UWM HOLDINGS CORPORATION
+$41.6K
23,160
-9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$41.6K
2,733
+0%
增持
—
INMODE LTD
-$39.7K
9,650
+16%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$37.0K
47,440
-2%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$36.7K
2,586
-5%
增持
SDY
SPDR SER TR
+$35.8K
3,540
+0%
减持
IWP
ISHARES TR
+$34.9K
3,348
-3%
减持
ABT
ABBOTT LABS
+$34.6K
2,624
-0%
减持
MSOS
ADVISORSHARES TR
-$34.4K
28,930
-3%
增持
IVW
ISHARES TR
+$31.5K
4,587
+0%
增持
MRK
MERCK & CO INC
+$30.8K
2,806
+5%
减持
AMGN
AMGEN INC
-$29.4K
901
-16%
减持
ILCG
ISHARES TR
+$28.7K
4,240
-2%
增持
VBR
VANGUARD INDEX FDS
+$27.8K
1,340
+0%
增持
FENY
FIDELITY COVINGTON TRUST
-$26.5K
16,031
+1%
减持
KHC
KRAFT HEINZ CO
+$26.4K
12,950
-4%
减持
RDW
REDWIRE CORPORATION
-$26.2K
41,300
-17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$25.5K
1,857
+2%
增持
SBUX
STARBUCKS CORP
+$24.6K
3,873
+2%
减持
XLE
SELECT SECTOR SPDR TR
-$24.2K
3,258
-1%
增持
ABBV
ABBVIE INC
+$23.3K
1,983
+4%
减持
IBB
ISHARES TR
-$22.2K
2,917
-15%
减持
FDRR
FIDELITY COVINGTON TRUST
+$21.5K
12,083
-6%
增持
PFE
PFIZER INC
-$21.4K
11,925
+8%
增持
JNJ
JOHNSON & JOHNSON
+$21.1K
5,467
+2%
减持
WYNN
WYNN RESORTS LTD
-$20.6K
8,750
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$20.5K
4,427
+4%
减持
VB
VANGUARD INDEX FDS
+$19.3K
1,838
-7%
减持
ELV
ELEVANCE HEALTH INC
+$18.0K
557
-1%
减持
XERS
XERIS BIOPHARMA HOLDINGS INC
+$17.6K
56,050
-9%
减持
KOD
KODIAK SCIENCES INC
+$16.2K
16,100
-12%
增持
WMT
WALMART INC
+$15.9K
2,158
+6%
减持
CAT
CATERPILLAR INC
+$14.6K
1,125
-3%
