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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 69
减持 38
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$10.3M
845,510
+2%
清仓
VTWG
VANGUARD SCOTTSDALE FDS
-$10.1M
0
-100%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$4.4M
0
-100%
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。
清仓
SPY
SPDR S&P 500 ETF TR
-$3.9M
0
-100%
清仓
SHM
SPDR SER TR
-$2.6M
0
-100%
增持
ONEQ
FIDELITY COMWLTH TR
+$2.1M
358,442
+1%
增持
SLQD
ISHARES TR
+$1.9M
773,334
+5%
清仓
XBI
SPDR SER TR
-$1.9M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
47,614
+5%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$1.6M
87,100
+3%
减持
AAPL
APPLE INC
-$1.5M
69,279
-0%
增持
IWR
ISHARES TR
+$1.4M
141,547
+5%
清仓
XLF
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
增持
LLY
ELI LILLY & CO
+$1.3M
6,516
+2%
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$1.3M
90,227
+1%
增持
IWM
ISHARES TR
+$1.3M
75,572
+4%
清仓
NVDA
NVIDIA CORPORATION
-$1.2M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$1.0M
28,143
+1%
清仓
SPTM
SPDR SER TR
-$1.0M
0
-100%
清仓
KRE
SPDR SER TR
-$1.0M
0
-100%
增持
FLOT
ISHARES TR
+$877.0K
310,125
+5%
减持
JPM
JPMORGAN CHASE & CO
+$824.3K
27,924
-0%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$814.5K
0
-100%
清仓
VHT
VANGUARD WORLD FDS
-$775.4K
0
-100%
增持
YYY
AMPLIFY ETF TR
+$702.2K
943,939
+3%
增持
META
META PLATFORMS INC
+$650.1K
4,479
+4%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$574.9K
0
-100%
减持
DIS
DISNEY WALT CO
+$569.0K
19,238
-3%
增持
—
INNOVATOR ETFS TRUST
+$469.7K
141,572
+0%
清仓
SRLN
SSGA ACTIVE ETF TR
-$457.0K
0
-100%
清仓
SDY
SPDR SER TR
-$442.3K
0
-100%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$430.4K
6,358
-53%
清仓
CRM
SALESFORCE INC
-$397.6K
0
-100%
增持
IDEV
ISHARES TR
+$388.7K
20,037
+33%
清仓
TSLA
TESLA INC
-$383.2K
0
-100%
清仓
V
VISA INC
-$381.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$379.3K
12,140
+2%
清仓
—
ASML HOLDING N V
-$369.1K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$366.9K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$352.3K
0
-100%
减持
ORCL
ORACLE CORP
-$312.6K
1,610
-67%
增持
AVUV
AMERICAN CENTY ETF TR
+$304.9K
10,833
+37%
减持
DWAS
INVESCO EXCH TRADED FD TR II
+$290.5K
41,612
-0%
减持
SUB
ISHARES TR
-$273.8K
55,842
-4%
清仓
XLE
SELECT SECTOR SPDR TR
-$273.2K
0
-100%
增持
BA
BOEING CO
-$273.0K
7,235
+13%
增持
DFAC
DIMENSIONAL ETF TRUST
+$271.6K
89,769
+1%
建仓
IJH
ISHARES TR
+$267.6K
4,406
增持
IEMG
ISHARES INC
+$259.4K
42,127
+11%
减持
MSFT
MICROSOFT CORP
+$255.3K
8,938
-4%
增持
—
EXXON MOBIL CORP
+$251.4K
15,212
+0%
清仓
OIH
VANECK ETF TRUST
-$250.7K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$245.3K
5,873
清仓
UBER
UBER TECHNOLOGIES INC
-$240.0K
0
-100%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$234.0K
0
-100%
建仓
PI
IMPINJ INC
+$231.1K
1,800
增持
VYM
VANGUARD WHITEHALL FDS
+$229.5K
10,087
+14%
建仓
SCHF
SCHWAB STRATEGIC TR
+$227.5K
5,830
减持
TGT
TARGET CORP
+$226.5K
7,862
-4%
增持
IVV
ISHARES TR
+$224.5K
1,962
+16%
建仓
MA
MASTERCARD INCORPORATED
+$221.0K
459
建仓
ECL
ECOLAB INC
+$220.1K
953
建仓
AMAT
APPLIED MATLS INC
+$219.6K
1,065
建仓
IWV
ISHARES TR
+$218.8K
729
清仓
XLK
SELECT SECTOR SPDR TR
-$218.5K
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$218.0K
822
清仓
—
INMODE LTD
-$214.6K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$211.9K
4,192
+13%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$208.1K
1,090
建仓
EUFN
ISHARES TR
+$204.8K
9,005
建仓
SNPE
DBX ETF TR
+$204.7K
4,280
清仓
DRIV
GLOBAL X FDS
-$200.9K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$200.5K
1,474
减持
WFC
WELLS FARGO CO NEW
+$192.3K
25,159
-2%
增持
DFSV
DIMENSIONAL ETF TRUST
+$186.9K
66,675
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$186.7K
28,418
+7%
增持
ENVX
ENOVIX CORPORATION
-$174.7K
88,700
+25%
清仓
UWMC
UWM HOLDINGS CORPORATION
-$165.6K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$161.5K
32,218
+8%
增持
DFUV
DIMENSIONAL ETF TRUST
+$160.5K
29,364
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$147.2K
1,925
+4%
清仓
PCT
PURECYCLE TECHNOLOGIES INC
-$145.8K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$145.6K
960
+14%
减持
BAC
BANK AMERICA CORP
+$143.8K
56,135
-5%
增持
PG
PROCTER AND GAMBLE CO
+$132.5K
2,057
+50%
减持
VTEB
VANGUARD MUN BD FDS
-$131.1K
21,662
-10%
增持
DFAT
DIMENSIONAL ETF TRUST
+$130.8K
60,261
+0%
增持
GOOG
ALPHABET INC
+$126.7K
5,374
+10%
增持
DFGR
DIMENSIONAL ETF TRUST
+$126.0K
22,894
+30%
减持
NET
CLOUDFLARE INC
+$125.3K
9,850
-1%
增持
AVGO
BROADCOM INC
+$125.2K
364
+14%
增持
VOO
VANGUARD INDEX FDS
+$120.8K
2,671
+0%
增持
—
LAM RESEARCH CORP
+$120.0K
633
+0%
清仓
RDW
REDWIRE CORPORATION
-$117.7K
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
+$117.3K
3,458
+18%
增持
VO
VANGUARD INDEX FDS
+$114.7K
3,729
+6%
增持
NFLX
NETFLIX INC
+$113.6K
810
+4%
增持
NVO
NOVO-NORDISK A S
+$107.8K
4,230
+1%
增持
INTC
INTEL CORP
-$105.0K
20,135
+2%
增持
DISV
DIMENSIONAL ETF TRUST
+$98.2K
16,884
+21%
增持
GOOGL
ALPHABET INC
+$93.5K
6,307
+3%
减持
IVE
ISHARES TR
-$92.5K
2,559
-22%
增持
IXUS
ISHARES TR
+$87.9K
12,105
+7%
增持
CAT
CATERPILLAR INC
+$86.9K
1,145
+2%
减持
EXR
EXTRA SPACE STORAGE INC
-$85.7K
5,230
-2%
增持
ABBV
ABBVIE INC
+$81.5K
2,135
+8%
减持
MSOS
ADVISORSHARES TR
+$79.8K
28,230
-2%
减持
—
FUBOTV INC
-$78.8K
18,557
-45%
增持
FBCG
FIDELITY COVINGTON TRUST
+$77.8K
13,014
+3%
减持
WYNN
WYNN RESORTS LTD
+$76.9K
8,550
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$75.8K
3,458
-22%
增持
IWP
ISHARES TR
+$71.0K
3,686
+10%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$70.3K
63,079
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$69.3K
3,986
+4%
增持
MRK
MERCK & CO INC
+$65.5K
2,815
+0%
增持
WMT
WALMART INC
+$64.9K
6,732
+212%
增持
HD
HOME DEPOT INC
+$64.2K
1,639
+1%
增持
IWO
ISHARES TR
+$63.9K
1,080
+19%
增持
ADBE
ADOBE INC
-$59.2K
702
+1%
增持
BND
VANGUARD BD INDEX FDS
+$54.6K
4,265
+23%
减持
ISRG
INTUITIVE SURGICAL INC
+$50.2K
1,124
-5%
减持
ISTB
ISHARES TR
-$49.2K
75,920
-1%
减持
BSVO
EA SERIES TRUST
-$49.2K
30,093
-8%
增持
VB
VANGUARD INDEX FDS
+$46.1K
1,917
+4%
增持
IVW
ISHARES TR
+$43.0K
4,589
+0%
增持
CVX
CHEVRON CORP NEW
+$40.8K
4,618
+0%
减持
JNJ
JOHNSON & JOHNSON
-$39.1K
5,170
-5%
减持
IEFA
ISHARES TR
+$37.6K
10,196
-0%
增持
PFF
ISHARES TR
+$37.3K
19,249
+3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$36.7K
2,587
+0%
增持
KHC
KRAFT HEINZ CO
+$35.9K
13,950
+8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$33.6K
2,734
+0%
增持
IVLU
ISHARES TR
+$33.5K
13,014
+3%
增持
AGG
ISHARES TR
+$32.5K
5,955
+7%
增持
VBR
VANGUARD INDEX FDS
+$32.5K
1,426
+6%
减持
FENY
FIDELITY COVINGTON TRUST
+$26.7K
15,310
-4%
减持
KOD
KODIAK SCIENCES INC
+$25.2K
14,100
-12%
减持
IWS
ISHARES TR
+$23.3K
4,807
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
+$23.3K
22,902
-0%
减持
UNP
UNION PAC CORP
-$22.9K
2,136
-4%
减持
SPG
SIMON PPTY GROUP INC NEW
+$18.4K
2,151
-4%
减持
MO
ALTRIA GROUP INC
-$18.1K
6,336
-13%
减持
XERS
XERIS BIOPHARMA HOLDINGS INC
-$18.0K
51,450
-8%
减持
IBB
ISHARES TR
-$16.6K
2,767
-5%
减持
IWD
ISHARES TR
-$16.1K
2,060
-12%
减持
FDRR
FIDELITY COVINGTON TRUST
+$13.8K
11,693
-3%
增持
DFIC
DIMENSIONAL ETF TRUST
+$11.2K
9,160
+0%
减持
PGF
INVESCO EXCHANGE TRADED FD T
+$10.8K
36,042
-2%
增持
SRE
SEMPRA
-$9.7K
3,816
+0%
减持
HYG
ISHARES TR
-$6.6K
10,281
-1%
