小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 17
增持 23
减持 88
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
FLOT
ISHARES TR
+$7.3M
506,209
+39%
减持
VTWG
VANGUARD SCOTTSDALE FDS
-$6.3M
37,211
-48%
减持
ITOT
ISHARES TR
+$6.3M
1,142,723
-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。
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$5.5M
21,170
-71%
减持
DFUS
DIMENSIONAL ETF TRUST
-$2.6M
18,089
-69%
减持
IWM
ISHARES TR
+$2.5M
109,862
-2%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.3M
16,968
-73%
清仓
DFSV
DIMENSIONAL ETF TRUST
-$2.3M
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.3M
18,427
-78%
减持
AAPL
APPLE INC
+$2.3M
59,816
-5%
增持
SLQD
ISHARES TR
+$1.9M
1,153,274
+3%
减持
ONEQ
FIDELITY COMWLTH TR
+$1.7M
336,292
-5%
增持
TGT
TARGET CORP
+$1.7M
23,836
+446%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
38,874
-2%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.5M
4,772
-78%
减持
DFIV
DIMENSIONAL ETF TRUST
-$1.4M
6,681
-84%
建仓
HROW
HARROW INC
+$1.4M
30,000
减持
IDEV
ISHARES TR
-$1.4M
4,195
-82%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.4M
4,693
-88%
减持
IEMG
ISHARES INC
-$1.3M
11,174
-67%
减持
QQQ
INVESCO QQQ TR
+$945.3K
25,509
-2%
减持
NVDA
NVIDIA CORPORATION
+$942.6K
33,139
-0%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$802.5K
8,220
减持
DFLV
DIMENSIONAL ETF TRUST
-$738.1K
7,859
-76%
清仓
DFGR
DIMENSIONAL ETF TRUST
-$708.5K
0
-100%
清仓
DISV
DIMENSIONAL ETF TRUST
-$698.2K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$624.2K
3,691
-70%
建仓
UPS
UNITED PARCEL SERVICE INC
+$603.4K
7,223
建仓
U
UNITY SOFTWARE INC
+$600.6K
15,000
减持
MUB
ISHARES TR
-$586.0K
4,159
-58%
减持
IVOG
VANGUARD ADMIRAL FDS INC
+$527.2K
112,236
-2%
增持
GOOGL
ALPHABET INC
+$489.3K
7,233
+0%
清仓
SQ
BLOCK INC
-$483.0K
0
-100%
减持
LLY
ELI LILLY & CO
-$481.2K
7,361
-6%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$465.0K
0
-100%
清仓
DFNM
DIMENSIONAL ETF TRUST
-$428.9K
0
-100%
清仓
IVLU
ISHARES TR
-$428.0K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$424.8K
16,160
-25%
建仓
SGOV
ISHARES TR
+$402.8K
4,000
建仓
SLV
ISHARES SILVER TR
+$402.5K
9,500
建仓
VST
VISTRA CORP
+$401.6K
2,050
减持
SHM
SPDR SERIES TRUST
-$395.3K
41,166
-17%
清仓
RDW
REDWIRE CORPORATION
-$379.8K
0
-100%
减持
IWR
ISHARES TR
+$366.2K
160,079
-2%
清仓
IWD
ISHARES TR
-$359.3K
0
-100%
减持
GOOG
ALPHABET INC
+$347.5K
5,438
-1%
清仓
FIVN
FIVE9 INC
-$344.2K
0
-100%
减持
BSVO
EA SERIES TRUST
-$339.1K
9,738
-65%
清仓
BSV
VANGUARD BD INDEX FDS
-$336.0K
0
-100%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$333.9K
40,500
+179%
建仓
PI
IMPINJ INC
+$325.4K
1,800
减持
IXUS
ISHARES TR
-$319.1K
8,396
-36%
清仓
AVDV
AMERICAN CENTY ETF TR
-$309.9K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$307.9K
2,766
+33%
建仓
RBRK
RUBRIK INC.
+$304.3K
3,700
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$302.1K
33,761
+18%
清仓
DFIC
DIMENSIONAL ETF TRUST
-$298.4K
0
-100%
建仓
IYH
ISHARES TR
+$290.6K
4,949
建仓
—
NEBIUS GROUP N.V.
+$280.7K
2,500
增持
SPTM
SPDR SERIES TRUST
+$254.6K
21,903
+8%
增持
YYY
AMPLIFY ETF TR
+$254.0K
1,498,738
+1%
减持
XBI
SPDR SERIES TRUST
+$240.7K
15,380
-2%
建仓
MU
MICRON TECHNOLOGY INC
+$240.6K
1,438
清仓
AMGN
AMGEN INC
-$230.1K
0
-100%
清仓
QQQE
DIREXION SHS ETF TR
-$228.2K
0
-100%
减持
META
META PLATFORMS INC
-$226.7K
4,409
-6%
清仓
LOW
LOWES COS INC
-$226.4K
0
-100%
减持
TSLA
TESLA INC
+$226.4K
1,999
-4%
清仓
PFE
PFIZER INC
-$218.9K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$217.7K
2,214
-37%
减持
LRCX
LAM RESEARCH CORP
+$216.7K
6,234
-2%
建仓
OIH
VANECK ETF TRUST
+$215.2K
828
建仓
AMAT
APPLIED MATLS INC
+$213.5K
1,043
建仓
DVY
ISHARES TR
+$210.4K
1,481
清仓
ELV
ELEVANCE HEALTH INC
-$209.3K
0
-100%
清仓
INTU
INTUIT
-$208.7K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$200.5K
2,009
减持
AVGO
BROADCOM INC
+$167.7K
3,650
-3%
减持
VOO
VANGUARD INDEX FDS
-$163.8K
2,890
-15%
减持
BAC
BANK AMERICA CORP
+$160.0K
49,525
-2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$158.9K
17,040
-28%
减持
MSFT
MICROSOFT CORP
-$147.3K
8,494
-7%
减持
ORCL
ORACLE CORP
-$141.9K
3,587
-32%
减持
MSTR
STRATEGY INC
-$138.8K
661
-24%
减持
ISRG
INTUITIVE SURGICAL INC
-$138.3K
1,054
-6%
减持
NVO
NOVO-NORDISK A S
-$136.0K
3,930
-23%
减持
NFLX
NETFLIX INC
-$133.2K
797
-2%
减持
VO
VANGUARD INDEX FDS
-$129.2K
4,650
-13%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$125.0K
43,292
+5%
减持
VXUS
VANGUARD STAR FDS
-$124.7K
3,267
-38%
减持
VTWO
VANGUARD SCOTTSDALE FDS
+$122.1K
58,716
-9%
减持
WYNN
WYNN RESORTS LTD
+$120.0K
4,550
-8%
增持
ARAI
ARRIVE AI INC
-$118.5K
15,340
+3%
减持
VYM
VANGUARD WHITEHALL FDS
-$115.6K
8,826
-13%
减持
VTEB
VANGUARD MUN BD FDS
-$110.7K
28,882
-9%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$108.1K
22,243
-8%
增持
MSOS
ADVISORSHARES TR
+$105.1K
27,870
+137%
减持
IVV
ISHARES TR
-$97.1K
938
-20%
减持
SMH
VANECK ETF TRUST
+$94.9K
2,029
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$94.8K
5,695
-30%
减持
PG
PROCTER AND GAMBLE CO
-$94.5K
1,715
-24%
减持
ENVX
ENOVIX CORPORATION
-$94.4K
31,650
-20%
减持
JNJ
JOHNSON & JOHNSON
+$92.1K
5,445
-9%
减持
IVE
ISHARES TR
-$88.2K
1,809
-23%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$86.2K
11,163
-33%
减持
SBUX
STARBUCKS CORP
-$85.8K
2,424
-24%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$81.2K
2,058
-10%
减持
SDY
SPDR SERIES TRUST
-$80.7K
2,770
-20%
减持
PM
PHILIP MORRIS INTL INC
-$79.9K
2,001
-10%
清仓
NIO
NIO INC
-$76.1K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$75.8K
1,586
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$73.7K
8,467
-6%
减持
AMD
ADVANCED MICRO DEVICES INC
+$70.5K
3,572
-0%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$66.5K
820
-11%
增持
—
EXXON MOBIL CORP
+$66.4K
13,217
+0%
减持
DIS
DISNEY WALT CO
-$65.9K
5,065
-3%
减持
WFC
WELLS FARGO CO NEW
+$65.5K
20,964
-1%
减持
CAT
CATERPILLAR INC
+$63.8K
1,049
-7%
减持
BA
BOEING CO
+$58.2K
10,965
-0%
建仓
SUPV
GRUPO SUPERVIELLE S.A.
+$56.9K
11,500
减持
KLAC
KLA CORP
-$52.4K
366
-27%
增持
HUMA
HUMACYTE INC
-$52.1K
316,000
+10%
减持
VTI
VANGUARD INDEX FDS
+$51.4K
83,743
-7%
减持
HD
HOME DEPOT INC
+$51.2K
1,603
-2%
增持
CRM
SALESFORCE INC
-$49.5K
1,783
+3%
减持
RF
REGIONS FINANCIAL CORP NEW
+$48.1K
25,940
-4%
增持
ADBE
ADOBE INC
+$46.6K
902
+28%
减持
IJS
ISHARES TR
-$41.5K
3,734
-18%
增持
VBR
VANGUARD INDEX FDS
+$40.3K
2,871
+0%
增持
IVW
ISHARES TR
+$39.8K
2,691
+4%
增持
VOX
VANGUARD WORLD FD
+$39.5K
1,518
+6%
减持
ABBV
ABBVIE INC
+$39.2K
1,800
-12%
清仓
KOD
KODIAK SCIENCES INC
-$37.7K
0
-100%
减持
KRE
SPDR SERIES TRUST
+$37.5K
14,148
-2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$31.4K
1,510
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$29.2K
1,743
+3%
减持
INTC
INTEL CORP
+$28.9K
8,547
-26%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$28.8K
40,936
+1%
增持
SNPE
DBX ETF TR
+$27.4K
4,728
+2%
减持
JPM
JPMORGAN CHASE & CO.
-$27.2K
25,074
-8%
减持
XLF
SELECT SECTOR SPDR TR
-$25.4K
32,111
-4%
减持
SUB
ISHARES TR
-$24.3K
29,211
-1%
减持
FENY
FIDELITY COVINGTON TRUST
-$22.1K
12,170
-12%
减持
VHT
VANGUARD WORLD FD
-$19.8K
2,143
-8%
减持
AMZN
AMAZON COM INC
-$18.7K
13,543
-1%
减持
IEFA
ISHARES TR
-$17.3K
6,153
-7%
减持
MO
ALTRIA GROUP INC
+$17.2K
4,308
-6%
减持
CSCO
CISCO SYS INC
-$16.7K
2,957
-6%
减持
WMT
WALMART INC
-$15.8K
6,274
-7%
清仓
VFF
VILLAGE FARMS INTL INC
-$12.2K
0
-100%
