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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 8
增持 72
减持 64
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$2.2M
65,257
-2%
增持
SLQD
ISHARES TR
+$2.1M
1,104,378
+3%
减持
VTI
VANGUARD INDEX FDS
-$2.0M
115,585
-1%
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
ONEQ
FIDELITY COMWLTH TR
-$1.7M
331,559
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.1M
43,636
+83%
增持
VTWG
VANGUARD SCOTTSDALE FDS
-$935.4K
59,944
+4%
增持
NVDA
NVIDIA CORPORATION
-$809.3K
32,798
+1%
增持
QQQ
INVESCO QQQ TR
-$789.5K
27,868
+3%
建仓
SNOW
SNOWFLAKE INC
+$774.6K
5,300
增持
FLOT
ISHARES TR
+$770.4K
350,600
+4%
减持
SPY
SPDR S&P 500 ETF TR
-$660.8K
8,134
-9%
增持
IWR
ISHARES TR
+$638.0K
160,971
+9%
增持
UBER
UBER TECHNOLOGIES INC
+$593.9K
11,547
+181%
增持
HUMA
HUMACYTE INC
-$548.9K
226,000
+22%
增持
IWM
ISHARES TR
-$514.8K
103,822
+8%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$476.6K
14,644
-66%
增持
DFLV
DIMENSIONAL ETF TRUST
+$464.9K
33,232
+81%
增持
IVOG
VANGUARD ADMIRAL FDS INC
-$451.8K
101,949
+5%
增持
IDEV
ISHARES TR
+$434.8K
23,054
+29%
增持
MSFT
MICROSOFT CORP
-$426.2K
9,277
+0%
清仓
AVB
AVALONBAY CMNTYS INC
-$422.1K
0
-100%
减持
DFSV
DIMENSIONAL ETF TRUST
-$381.4K
73,164
-8%
增持
YYY
AMPLIFY ETF TR
+$378.5K
1,282,507
+4%
建仓
VRT
VERTIV HOLDINGS CO
+$362.9K
5,026
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$338.6K
39,638
-0%
减持
LLY
ELI LILLY & CO
+$337.3K
7,074
-1%
减持
RDW
REDWIRE CORPORATION
-$318.7K
23,300
-25%
建仓
SQ
BLOCK INC
+$313.5K
5,770
增持
BA
BOEING CO
+$302.1K
11,082
+24%
增持
SUB
ISHARES TR
+$300.2K
29,522
+11%
增持
AMZN
AMAZON COM INC
-$288.1K
13,405
+4%
减持
TSLA
TESLA INC
-$283.0K
1,953
-0%
减持
AVGO
BROADCOM INC
-$269.5K
3,827
-3%
清仓
PI
IMPINJ INC
-$261.5K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$256.2K
37,727
+9%
增持
GOOGL
ALPHABET INC
-$240.6K
7,116
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
-$228.2K
56,368
+0%
增持
BND
VANGUARD BD INDEX FDS
+$225.3K
10,620
+38%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$220.2K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$211.2K
3,401
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$205.8K
3,267
清仓
IWV
ISHARES TR
-$202.9K
0
-100%
清仓
IVOO
VANGUARD ADMIRAL FDS INC
-$200.4K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$198.0K
87,555
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$192.8K
18,987
+22%
增持
GOOG
ALPHABET INC
-$184.7K
5,488
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$182.9K
1,941
+3%
减持
ENVX
ENOVIX CORPORATION
-$180.1K
46,400
-3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$177.2K
40,741
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$169.4K
27,689
+0%
增持
SPTM
SPDR SER TR
+$161.3K
26,437
+15%
增持
PDP
INVESCO EXCHANGE TRADED FD T
-$159.5K
70,720
+5%
减持
AMD
ADVANCED MICRO DEVICES INC
-$155.7K
3,866
-16%
增持
UNH
UNITEDHEALTH GROUP INC
+$153.3K
735
+60%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$151.5K
53,422
+7%
减持
BAC
BANK AMERICA CORP
-$148.2K
52,057
-1%
减持
IVV
ISHARES TR
-$145.1K
1,164
-14%
增持
AVUV
AMERICAN CENTY ETF TR
-$127.0K
25,742
+5%
减持
JNJ
JOHNSON & JOHNSON
+$117.6K
6,093
-1%
减持
TGT
TARGET CORP
-$116.1K
3,462
-2%
增持
ORCL
ORACLE CORP
-$112.2K
5,216
+3%
减持
SMH
VANECK ETF TRUST
-$110.9K
2,034
-9%
减持
KOD
KODIAK SCIENCES INC
-$102.0K
10,100
-23%
增持
VZ
VERIZON COMMUNICATIONS INC
+$100.2K
9,284
+16%
增持
IXUS
ISHARES TR
+$92.7K
12,020
+7%
减持
ISTB
ISHARES TR
-$91.0K
43,673
-5%
增持
VO
VANGUARD INDEX FDS
+$90.1K
3,009
+16%
建仓
PCT
PURECYCLE TECHNOLOGIES INC
+$86.5K
12,500
增持
PM
PHILIP MORRIS INTL INC
+$85.3K
2,221
+0%
减持
CVX
CHEVRON CORP NEW
+$83.2K
4,350
-2%
建仓
RCKT
ROCKET PHARMACEUTICALS INC
+$80.0K
12,000
增持
CRM
SALESFORCE INC
-$78.2K
1,728
+7%
增持
VUG
VANGUARD INDEX FDS
-$74.2K
2,007
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$73.9K
1,643
+42%
减持
RF
REGIONS FINANCIAL CORP NEW
-$72.6K
27,440
-4%
减持
BSVO
EA SERIES TRUST
-$70.9K
28,604
-1%
减持
META
META PLATFORMS INC
-$69.8K
4,690
-1%
增持
PFE
PFIZER INC
+$69.4K
11,905
+36%
减持
IJH
ISHARES TR
-$64.5K
4,302
-15%
减持
IWS
ISHARES TR
-$63.1K
3,365
-11%
增持
SRE
SEMPRA
-$61.4K
3,808
+0%
增持
ABT
ABBOTT LABS
+$57.5K
2,343
+5%
增持
FTEC
FIDELITY COVINGTON TRUST
-$57.5K
2,852
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$57.2K
33,415
+0%
减持
FDX
FEDEX CORP
-$56.0K
930
-7%
增持
DISV
DIMENSIONAL ETF TRUST
+$55.0K
18,015
+2%
减持
—
EXXON MOBIL CORP
+$54.2K
13,554
-6%
增持
DIS
DISNEY WALT CO
-$53.8K
5,219
+2%
减持
DWAS
INVESCO EXCH TRADED FD TR II
-$52.5K
2,746
-6%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$52.0K
28,660
-4%
减持
IJS
ISHARES TR
-$51.3K
4,156
-1%
减持
HD
HOME DEPOT INC
-$43.1K
1,674
-1%
增持
SLB
SCHLUMBERGER LTD
+$41.2K
10,681
+1%
减持
CAT
CATERPILLAR INC
-$39.4K
1,140
-0%
增持
VOO
VANGUARD INDEX FDS
-$37.8K
3,152
+2%
减持
IEMG
ISHARES INC
+$37.7K
35,326
-1%
增持
AVDV
AMERICAN CENTY ETF TR
+$36.9K
3,778
+9%
增持
SCHF
SCHWAB STRATEGIC TR
+$33.9K
12,660
+8%
减持
HEI
HEICO CORP NEW
+$32.2K
1,900
-5%
增持
INTC
INTEL CORP
+$32.0K
11,270
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$31.8K
3,585
+1%
减持
DFAX
DIMENSIONAL ETF TRUST
+$30.2K
23,377
-0%
减持
NFLX
NETFLIX INC
+$29.3K
818
-1%
清仓
—
FUBOTV INC
-$29.0K
0
-100%
增持
ILCG
ISHARES TR
-$27.3K
4,354
+3%
建仓
MSOS
ADVISORSHARES TR
+$26.7K
10,220
减持
VTEB
VANGUARD MUN BD FDS
-$26.0K
25,319
-1%
增持
XBI
SPDR SER TR
-$25.1K
14,809
+9%
增持
XLU
SELECT SECTOR SPDR TR
+$25.0K
4,850
+3%
增持
XLK
SELECT SECTOR SPDR TR
-$25.0K
1,157
+2%
减持
FENY
FIDELITY COVINGTON TRUST
+$24.8K
14,499
-0%
增持
ISRG
INTUITIVE SURGICAL INC
-$24.1K
1,175
+1%
减持
MO
ALTRIA GROUP INC
+$23.7K
4,761
-5%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$20.5K
42,720
-1%
减持
WMT
WALMART INC
-$18.8K
6,714
-0%
增持
MA
MASTERCARD INCORPORATED
+$18.6K
495
+3%
减持
WFC
WELLS FARGO CO NEW
+$18.4K
21,099
-1%
减持
PFF
ISHARES TR
-$16.5K
8,685
-4%
增持
NVO
NOVO-NORDISK A S
-$16.5K
4,630
+18%
减持
—
ASML HOLDING N V
-$16.2K
488
-0%
减持
DFNM
DIMENSIONAL ETF TRUST
-$16.1K
8,831
-3%
减持
IVLU
ISHARES TR
-$15.9K
13,014
-14%
增持
IWP
ISHARES TR
-$15.6K
2,191
+2%
增持
MUB
ISHARES TR
-$15.5K
17,387
+0%
减持
DFIC
DIMENSIONAL ETF TRUST
+$15.3K
9,592
-1%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$14.0K
16,204
-2%
增持
SDY
SPDR SER TR
+$13.1K
3,518
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$12.7K
1,102
-15%
减持
SBUX
STARBUCKS CORP
+$12.6K
3,174
-3%
减持
NIO
NIO INC
-$12.5K
22,178
-0%
增持
SHM
SPDR SER TR
+$10.9K
51,458
+0%
减持
VHT
VANGUARD WORLD FD
+$10.4K
2,439
-3%
减持
IVE
ISHARES TR
-$10.2K
2,313
-2%
减持
HYG
ISHARES TR
-$10.2K
3,719
-4%
减持
SRLN
SSGA ACTIVE ETF TR
-$10.0K
8,955
-1%
减持
SGMOQ
SANGAMO THERAPEUTICS INC
-$9.2K
23,760
-2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$8.9K
29,206
+0%
减持
EEM
ISHARES TR
+$8.3K
10,067
-2%
减持
CSCO
CISCO SYS INC
+$6.8K
3,364
-1%
减持
UWMC
UWM HOLDINGS CORPORATION
-$5.5K
11,900
-1%
增持
ADBE
ADOBE INC
-$5.0K
802
+14%
增持
BSV
VANGUARD BD INDEX FDS
+$4.7K
3,347
+1%
减持
PG
PROCTER AND GAMBLE CO
-$4.3K
2,259
-3%
增持
ITOT
ISHARES TR
-$3.9K
1,037,692
+5%
增持
LRCX
LAM RESEARCH CORP
+$3.2K
6,646
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.2K
4,122
+1%
减持
EFA
ISHARES TR
+$2.0K
5,724
-7%
增持
VBR
VANGUARD INDEX FDS
-$1.8K
1,144
+6%
增持
MSTR
MICROSTRATEGY INC
+$1.3K
945
+1%
减持
ECL
ECOLAB INC
+$417
839
-7%
