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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 11
增持 79
减持 57
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$8.4M
913,099
+2%
增持
SLQD
ISHARES TR
+$3.6M
890,854
+6%
增持
IWM
ISHARES TR
+$2.7M
101,893
+4%
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
IWR
ISHARES TR
+$1.8M
154,492
+6%
增持
AAPL
APPLE INC
+$1.6M
68,852
+0%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$1.4M
61,719
+4%
增持
YYY
AMPLIFY ETF TR
+$1.4M
1,100,442
+8%
增持
ONEQ
FIDELITY COMWLTH TR
+$1.3M
376,823
+3%
建仓
—
SUPER MICRO COMPUTER INC
+$1.2M
2,881
增持
VTI
VANGUARD INDEX FDS
+$1.1M
50,676
+3%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$963.2K
95,597
+5%
增持
QQQ
INVESCO QQQ TR
+$913.0K
29,420
+5%
增持
AVUV
AMERICAN CENTY ETF TR
+$864.5K
20,644
+66%
建仓
OXY
OCCIDENTAL PETE CORP
+$661.8K
12,840
建仓
ARM
ARM HOLDINGS PLC
+$629.2K
4,400
建仓
DFUS
DIMENSIONAL ETF TRUST
+$597.0K
9,598
增持
FLOT
ISHARES TR
+$584.4K
340,632
+4%
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$557.2K
92,610
+1%
清仓
CCS
CENTURY CMNTYS INC
-$542.3K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$520.5K
41,784
+2%
减持
VKTX
VIKING THERAPEUTICS INC
-$436.0K
18,400
-39%
增持
ENVX
ENOVIX CORPORATION
-$429.1K
73,900
+2%
增持
META
META PLATFORMS INC
+$376.1K
4,613
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$354.2K
8,972
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$346.1K
28,325
+2%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$321.5K
4,165
减持
IVV
ISHARES TR
-$300.8K
1,342
-32%
增持
JNJ
JOHNSON & JOHNSON
+$293.5K
6,373
+26%
减持
DWAS
INVESCO EXCH TRADED FD TR II
+$285.3K
42,642
-1%
建仓
LOW
LOWES COS INC
+$276.3K
1,020
增持
AMZN
AMAZON COM INC
+$276.3K
13,993
+16%
减持
DIS
DISNEY WALT CO
-$269.0K
9,926
-19%
建仓
AVDV
AMERICAN CENTY ETF TR
+$244.8K
3,463
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$241.0K
1,090
增持
MUB
ISHARES TR
+$236.3K
13,694
+17%
清仓
SCHW
SCHWAB CHARLES CORP
-$228.6K
0
-100%
增持
SUB
ISHARES TR
+$227.2K
25,451
+7%
建仓
MCD
MCDONALDS CORP
+$209.1K
687
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$200.7K
1,900
减持
WFC
WELLS FARGO CO NEW
-$182.6K
22,487
-8%
增持
DFLV
DIMENSIONAL ETF TRUST
+$171.6K
16,873
+40%
增持
ORCL
ORACLE CORP
+$163.2K
4,983
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
+$163.1K
89,643
-1%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$146.8K
56,180
-6%
增持
NVDA
NVIDIA CORPORATION
+$144.8K
32,593
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$143.7K
2,015
+5%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$141.9K
43,408
+19%
减持
KHC
KRAFT HEINZ CO
-$140.5K
8,800
-37%
减持
IEMG
ISHARES INC
+$134.8K
40,569
-1%
增持
BND
VANGUARD BD INDEX FDS
+$129.4K
6,113
+34%
增持
DFIV
DIMENSIONAL ETF TRUST
+$123.2K
34,921
+4%
减持
NVO
NOVO-NORDISK A S
-$121.5K
4,230
-3%
增持
PG
PROCTER AND GAMBLE CO
+$119.7K
2,431
+33%
增持
WMT
WALMART INC
+$116.9K
7,095
+5%
增持
GOOGL
ALPHABET INC
+$116.6K
7,622
+21%
增持
HD
HOME DEPOT INC
+$111.3K
1,667
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$104.5K
24,366
+7%
增持
DFGR
DIMENSIONAL ETF TRUST
+$103.4K
26,057
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$98.8K
4,710
+13%
减持
TSLA
TESLA INC
+$98.4K
1,870
-5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$98.3K
44,774
+0%
减持
IDEV
ISHARES TR
-$97.6K
17,787
-14%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$97.1K
29,805
+4%
减持
KRE
SPDR SER TR
+$95.9K
16,717
-3%
增持
AVGO
BROADCOM INC
+$89.3K
3,971
+970%
增持
LLY
ELI LILLY & CO
+$86.9K
7,004
+4%
增持
VOO
VANGUARD INDEX FDS
+$83.3K
2,574
+1%
增持
PFF
ISHARES TR
+$81.5K
20,617
+8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$78.5K
4,093
+3%
增持
MSFT
MICROSOFT CORP
-$76.7K
9,156
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$75.3K
5,727
+1%
减持
SLB
SCHLUMBERGER LTD
-$74.4K
11,564
-2%
增持
INTC
INTEL CORP
-$74.2K
12,470
+5%
减持
CVX
CHEVRON CORP NEW
-$74.2K
4,295
-5%
增持
ABBV
ABBVIE INC
+$72.8K
2,219
+4%
增持
DFUV
DIMENSIONAL ETF TRUST
+$72.2K
29,779
+0%
减持
XBI
SPDR SER TR
+$71.8K
19,855
-3%
增持
VUG
VANGUARD INDEX FDS
+$70.6K
1,994
+7%
减持
SBUX
STARBUCKS CORP
+$64.5K
3,678
-3%
减持
VO
VANGUARD INDEX FDS
+$61.2K
3,712
-2%
增持
ISRG
INTUITIVE SURGICAL INC
+$60.0K
1,140
+1%
增持
UNP
UNION PAC CORP
+$60.0K
2,204
+3%
减持
MRK
MERCK & CO INC
-$58.5K
2,554
-9%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$53.8K
28,870
-8%
减持
HEI
HEICO CORP NEW
+$53.4K
2,000
-5%
增持
SDY
SPDR SER TR
+$52.6K
3,509
+0%
减持
IJS
ISHARES TR
+$52.0K
6,588
-3%
减持
VB
VANGUARD INDEX FDS
-$47.7K
1,469
-19%
减持
DFSV
DIMENSIONAL ETF TRUST
+$47.4K
74,767
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$42.8K
2,736
+0%
减持
BSVO
EA SERIES TRUST
+$41.8K
29,005
-1%
减持
EFA
ISHARES TR
-$41.5K
5,849
-14%
减持
IWS
ISHARES TR
+$41.2K
4,700
-2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$40.3K
23,248
+1%
减持
SHM
SPDR SER TR
+$39.5K
51,453
-0%
增持
IVE
ISHARES TR
+$39.4K
2,586
+0%
增持
FDRR
FIDELITY COVINGTON TRUST
+$37.9K
11,543
+0%
增持
—
EXXON MOBIL CORP
+$37.5K
15,169
+0%
增持
COST
COSTCO WHSL CORP NEW
+$36.0K
963
+0%
增持
SMH
VANECK ETF TRUST
-$35.4K
2,367
+0%
减持
TGT
TARGET CORP
-$35.2K
6,767
-8%
增持
VBR
VANGUARD INDEX FDS
+$33.8K
1,464
+3%
减持
DISV
DIMENSIONAL ETF TRUST
+$33.0K
17,671
-1%
增持
MA
MASTERCARD INCORPORATED
+$32.6K
476
+4%
增持
DFIC
DIMENSIONAL ETF TRUST
+$32.3K
9,712
+6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$32.3K
954
+55%
减持
VZ
VERIZON COMMUNICATIONS INC
+$31.6K
8,913
-0%
减持
SPTM
SPDR SER TR
+$28.6K
20,699
-3%
减持
RDW
REDWIRE CORPORATION
-$28.0K
33,500
-7%
减持
ISTB
ISHARES TR
+$27.9K
69,387
-2%
减持
VNQ
VANGUARD INDEX FDS
+$27.4K
2,619
-4%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$25.3K
11,168
+8%
增持
SRLN
SSGA ACTIVE ETF TR
+$24.7K
9,065
+7%
增持
AGG
ISHARES TR
+$23.3K
5,035
+0%
减持
CRM
SALESFORCE INC
+$22.4K
1,595
-1%
增持
BA
BOEING CO
-$22.0K
9,845
+18%
减持
MO
ALTRIA GROUP INC
-$20.8K
5,336
-17%
减持
XLE
SELECT SECTOR SPDR TR
-$20.8K
3,542
-3%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$20.5K
57,914
-8%
减持
IWO
ISHARES TR
+$20.1K
1,120
-1%
增持
FBCG
FIDELITY COVINGTON TRUST
+$20.0K
14,270
+3%
增持
DGRO
ISHARES TR
+$19.8K
3,681
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$19.0K
56,003
-7%
减持
FENY
FIDELITY COVINGTON TRUST
-$19.0K
15,165
-1%
增持
BAC
BANK AMERICA CORP
+$18.6K
55,235
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$17.0K
5,860
+1%
减持
ABT
ABBOTT LABS
+$16.9K
2,453
-3%
增持
IJH
ISHARES TR
+$16.4K
4,182
+0%
减持
V
VISA INC
+$16.0K
1,412
-0%
减持
IWP
ISHARES TR
+$15.6K
3,601
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$15.4K
1,564
+6%
增持
IVW
ISHARES TR
+$15.0K
4,594
+0%
建仓
POWW
AMMO INC
+$14.3K
10,000
减持
IBB
ISHARES TR
+$13.6K
2,702
-2%
减持
ECL
ECOLAB INC
+$12.2K
936
-2%
增持
KOD
KODIAK SCIENCES INC
+$11.5K
17,100
+21%
减持
PFE
PFIZER INC
-$11.4K
10,874
-7%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$10.4K
2,591
+0%
减持
IXUS
ISHARES TR
+$10.1K
13,057
-6%
减持
AMGN
AMGEN INC
-$9.9K
843
-6%
减持
SGMOQ
SANGAMO THERAPEUTICS INC
+$9.6K
26,060
-28%
减持
DVY
ISHARES TR
+$9.6K
1,627
-6%
增持
BSV
VANGUARD BD INDEX FDS
+$8.3K
3,298
+1%
减持
FTEC
FIDELITY COVINGTON TRUST
-$8.2K
3,352
-3%
减持
QQQE
DIREXION SHS ETF TR
-$7.8K
2,321
-5%
增持
MSOS
ADVISORSHARES TR
+$3.4K
28,920
+4%
清仓
—
ASENSUS SURGICAL INC
-$3.3K
0
-100%
减持
DFNM
DIMENSIONAL ETF TRUST
-$3.1K
8,831
-2%
减持
HYG
ISHARES TR
+$3.0K
9,674
-4%
减持
WYNN
WYNN RESORTS LTD
-$3.0K
7,950
-7%
