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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 73
减持 58
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$33.5M
1,185,987
+14%
增持
ONEQ
FIDELITY COMWLTH TR
+$5.7M
352,362
+6%
减持
VTI
VANGUARD INDEX FDS
-$4.3M
90,253
-22%
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
VTWG
VANGUARD SCOTTSDALE FDS
+$3.8M
71,948
+20%
增持
IWM
ISHARES TR
+$3.4M
111,716
+8%
增持
YYY
AMPLIFY ETF TR
+$2.8M
1,489,846
+16%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$2.4M
113,975
+12%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.0M
39,541
-0%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
33,169
+1%
减持
AAPL
APPLE INC
-$1.6M
63,074
-3%
增持
IWR
ISHARES TR
+$1.4M
164,069
+2%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.3M
64,452
+21%
减持
QQQ
INVESCO QQQ TR
+$1.3M
26,049
-7%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
57,815
+32%
增持
SLQD
ISHARES TR
+$1.2M
1,120,845
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$1.2M
21,522
+86%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
27,375
-1%
减持
MSFT
MICROSOFT CORP
+$1.1M
9,141
-1%
减持
ISTB
ISHARES TR
-$1.0M
22,343
-49%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
9,010
+11%
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$916.9K
73,556
+4%
减持
MUB
ISHARES TR
-$804.3K
9,848
-43%
清仓
SNOW
SNOWFLAKE INC
-$774.6K
0
-100%
增持
META
META PLATFORMS INC
+$761.5K
4,694
+0%
增持
VO
VANGUARD INDEX FDS
+$716.7K
5,342
+78%
增持
FLOT
ISHARES TR
+$640.0K
363,351
+4%
增持
AMZN
AMAZON COM INC
+$441.7K
13,639
+2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$429.3K
61,743
+10%
增持
ORCL
ORACLE CORP
+$421.4K
5,263
+1%
减持
BA
BOEING CO
+$418.5K
11,017
-1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$403.6K
38,012
+30%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$403.4K
8,155
减持
AVGO
BROADCOM INC
+$395.7K
3,760
-2%
清仓
SRLN
SSGA ACTIVE ETF TR
-$368.3K
0
-100%
建仓
VGT
VANGUARD WORLD FD
+$366.8K
553
清仓
VRT
VERTIV HOLDINGS CO
-$362.9K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$345.9K
2,866
+151%
建仓
FIVN
FIVE9 INC
+$344.2K
13,000
减持
NFLX
NETFLIX INC
+$325.9K
813
-1%
增持
VOO
VANGUARD INDEX FDS
+$313.6K
3,404
+8%
增持
VTEB
VANGUARD MUN BD FDS
+$300.5K
31,753
+25%
清仓
HYG
ISHARES TR
-$293.4K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$293.3K
24,243
+28%
减持
SPTM
SPDR SERIES TRUST
-$286.1K
20,188
-24%
增持
DFIV
DIMENSIONAL ETF TRUST
+$271.7K
41,013
+9%
建仓
SFY
TIDAL TRUST I
+$271.1K
2,295
增持
DFSV
DIMENSIONAL ETF TRUST
+$270.3K
79,167
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$262.4K
2,075
+182%
增持
LLY
ELI LILLY & CO
+$255.4K
7,822
+11%
减持
AVUV
AMERICAN CENTY ETF TR
-$248.5K
21,904
-15%
建仓
VOX
VANGUARD WORLD FD
+$245.4K
1,435
建仓
GS
GOLDMAN SACHS GROUP INC
+$241.3K
341
建仓
IWV
ISHARES TR
+$227.2K
647
减持
BAC
BANK AMERICA CORP
+$222.6K
50,613
-3%
清仓
MRK
MERCK & CO INC
-$222.5K
0
-100%
增持
HUMA
HUMACYTE INC
+$216.6K
288,000
+27%
清仓
DWAS
INVESCO EXCH TRADED FD TR II
-$214.1K
0
-100%
清仓
OIH
VANECK ETF TRUST
-$212.3K
0
-100%
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$210.2K
2,002
建仓
INTU
INTUIT
+$208.7K
265
增持
IWP
ISHARES TR
+$192.7K
3,246
+48%
增持
IDEV
ISHARES TR
+$192.1K
23,413
+2%
减持
—
EXXON MOBIL CORP
-$188.1K
13,208
-3%
增持
WFC
WELLS FARGO CO NEW
+$177.0K
21,115
+0%
建仓
ARAI
ARRIVE AI INC
+$174.4K
14,929
增持
DISV
DIMENSIONAL ETF TRUST
+$173.6K
21,215
+18%
增持
IXUS
ISHARES TR
+$173.3K
13,096
+9%
增持
SQ
BLOCK INC
+$169.5K
7,110
+23%
增持
GOOGL
ALPHABET INC
+$168.5K
7,201
+1%
增持
TSLA
TESLA INC
+$156.5K
2,086
+7%
增持
VXUS
VANGUARD STAR FDS
+$153.5K
5,279
+55%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$146.3K
920
+1%
减持
CVX
CHEVRON CORP NEW
-$143.4K
4,081
-6%
减持
DFAC
DIMENSIONAL ETF TRUST
+$139.7K
84,490
-4%
增持
PFF
ISHARES TR
+$135.2K
13,105
+51%
减持
LRCX
LAM RESEARCH CORP
+$134.8K
6,349
-4%
减持
DIS
DISNEY WALT CO
+$130.7K
5,208
-0%
增持
GOOG
ALPHABET INC
+$119.5K
5,507
+0%
增持
BND
VANGUARD BD INDEX FDS
+$118.7K
12,206
+15%
增持
FTEC
FIDELITY COVINGTON TRUST
+$115.0K
2,915
+2%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$112.2K
14,500
+16%
减持
AMD
ADVANCED MICRO DEVICES INC
+$110.2K
3,576
-8%
减持
SLB
SCHLUMBERGER LTD
-$110.0K
9,955
-7%
减持
IEMG
ISHARES INC
+$100.7K
33,437
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$100.4K
1,621
+1%
增持
XBI
SPDR SERIES TRUST
+$99.3K
15,680
+6%
减持
JNJ
JOHNSON & JOHNSON
-$93.0K
6,006
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$90.8K
33,515
+0%
减持
PFE
PFIZER INC
-$82.8K
9,029
-24%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$82.7K
3,817
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$82.1K
2,297
+18%
增持
DFAX
DIMENSIONAL ETF TRUST
+$81.2K
23,617
+1%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$80.0K
0
-100%
减持
MSTR
MICROSTRATEGY INC
+$79.3K
870
-8%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$76.2K
3,509
-15%
增持
BSV
VANGUARD BD INDEX FDS
+$74.0K
4,269
+28%
增持
WMT
WALMART INC
+$72.9K
6,774
+1%
增持
IVV
ISHARES TR
+$71.3K
1,168
+0%
增持
—
ASML HOLDING N V
+$71.0K
492
+1%
增持
ILCG
ISHARES TR
+$69.9K
4,360
+0%
减持
VHT
VANGUARD WORLD FD
-$69.5K
2,320
-5%
减持
ENVX
ENOVIX CORPORATION
+$69.4K
39,650
-15%
减持
SHM
SPDR SERIES TRUST
-$69.1K
49,766
-3%
增持
TGT
TARGET CORP
+$69.0K
4,362
+26%
减持
HEI
HEICO CORP NEW
+$66.3K
1,750
-8%
增持
VYM
VANGUARD WHITEHALL FDS
+$65.4K
10,199
+2%
减持
CAT
CATERPILLAR INC
+$60.8K
1,125
-1%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$59.1K
16,644
+14%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$53.8K
41,361
+2%
减持
ABBV
ABBVIE INC
-$52.6K
2,034
-1%
减持
UNP
UNION PAC CORP
-$51.8K
1,968
-8%
增持
IJS
ISHARES TR
+$49.2K
4,567
+10%
减持
FENY
FIDELITY COVINGTON TRUST
-$47.5K
13,770
-5%
增持
AVDV
AMERICAN CENTY ETF TR
+$46.4K
3,909
+3%
增持
KRE
SPDR SERIES TRUST
+$45.2K
14,448
+1%
减持
EEM
ISHARES TR
+$43.1K
10,012
-1%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$40.4K
40,371
-5%
减持
EFA
ISHARES TR
+$39.7K
5,678
-1%
减持
RF
REGIONS FINANCIAL CORP NEW
+$39.7K
27,040
-1%
减持
IEFA
ISHARES TR
+$36.0K
6,642
-3%
减持
ADBE
ADOBE INC
-$36.0K
702
-12%
减持
COST
COSTCO WHSL CORP NEW
+$35.8K
961
-1%
减持
ABT
ABBOTT LABS
-$34.6K
2,031
-13%
减持
ELV
ELEVANCE HEALTH INC
-$33.0K
538
-3%
增持
NVO
NOVO-NORDISK A S
+$32.6K
5,130
+11%
增持
DFIC
DIMENSIONAL ETF TRUST
+$32.0K
9,598
+0%
增持
IJH
ISHARES TR
+$31.2K
4,551
+6%
增持
DFGR
DIMENSIONAL ETF TRUST
+$30.3K
26,408
+2%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$29.9K
14,604
-10%
减持
V
VISA INC
-$29.0K
1,312
-7%
增持
XLE
SELECT SECTOR SPDR TR
+$28.9K
4,291
+20%
减持
ISRG
INTUITIVE SURGICAL INC
+$27.8K
1,122
-5%
减持
PG
PROCTER AND GAMBLE CO
-$27.0K
2,247
-1%
减持
MA
MASTERCARD INCORPORATED
-$26.9K
435
-12%
增持
SUB
ISHARES TR
+$25.9K
29,561
+0%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$24.8K
1,505
-8%
增持
IVE
ISHARES TR
+$21.0K
2,363
+2%
减持
DFLV
DIMENSIONAL ETF TRUST
-$19.2K
32,130
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$19.1K
9,291
+0%
减持
MO
ALTRIA GROUP INC
-$18.3K
4,561
-4%
减持
SRE
SEMPRA
+$16.0K
3,798
-0%
减持
HD
HOME DEPOT INC
-$15.1K
1,632
-3%
建仓
VFF
VILLAGE FARMS INTL INC
+$12.2K
11,100
减持
XLU
SELECT SECTOR SPDR TR
+$11.6K
4,825
-1%
减持
CSCO
CISCO SYS INC
+$11.4K
3,157
-6%
增持
DFNM
DIMENSIONAL ETF TRUST
+$8.8K
9,043
+2%
减持
SDY
SPDR SERIES TRUST
-$8.7K
3,453
-2%
减持
IWS
ISHARES TR
+$8.5K
3,272
-3%
增持
CRM
SALESFORCE INC
+$8.3K
1,731
+0%
减持
FDRR
FIDELITY COVINGTON TRUST
+$6.3K
7,304
-6%
