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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 146 项
建仓 17
增持 91
减持 29
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$13.3M
1,208,721
+6%
增持
SLQD
ISHARES TR
+$7.7M
1,308,304
+13%
增持
FLOT
ISHARES TR
+$7.5M
655,333
+29%
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
DFUS
DIMENSIONAL ETF TRUST
+$4.1M
72,939
+303%
增持
ONEQ
FIDELITY COMWLTH TR
+$3.7M
368,844
+10%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.6M
60,859
+259%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.6M
83,526
+353%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$2.6M
78,317
增持
LLY
ELI LILLY & CO
+$2.3M
7,398
+1%
增持
IWM
ISHARES TR
+$2.2M
116,909
+6%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$2.1M
39,088
增持
IWR
ISHARES TR
+$2.0M
181,266
+13%
增持
YYY
AMPLIFY ETF TR
+$2.0M
1,710,583
+14%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.9M
23,422
+391%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.9M
43,388
+549%
增持
IDEV
ISHARES TR
+$1.6M
23,163
+452%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.6M
38,217
+714%
增持
IEMG
ISHARES INC
+$1.5M
33,439
+199%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
86,323
+3%
增持
SLV
ISHARES SILVER TR
+$1.2M
24,200
+155%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.0M
38,067
+384%
增持
BND
VANGUARD BD INDEX FDS
+$1.0M
17,754
+381%
建仓
DISV
DIMENSIONAL ETF TRUST
+$1.0M
26,921
建仓
DUSB
DIMENSIONAL ETF TRUST
+$950.3K
18,763
减持
AAPL
APPLE INC
+$948.4K
59,513
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$879.1K
27,274
+9%
减持
VTWG
VANGUARD SCOTTSDALE FDS
-$866.9K
33,189
-11%
增持
VTEB
VANGUARD MUN BD FDS
+$786.9K
44,403
+54%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$771.8K
29,214
增持
MUB
ISHARES TR
+$712.9K
10,791
+159%
减持
HROW
HARROW INC
-$695.7K
15,300
-49%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$682.0K
117,236
+4%
清仓
U
UNITY SOFTWARE INC
-$600.6K
0
-100%
增持
IXUS
ISHARES TR
+$585.3K
15,108
+80%
增持
UPS
UNITED PARCEL SERVICE INC
+$582.6K
11,957
+66%
建仓
IVLU
ISHARES TR
+$572.1K
15,036
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$566.3K
52,813
+22%
增持
SPY
SPDR S&P 500 ETF TR
+$564.8K
9,100
+7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$519.6K
31,266
+41%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$516.1K
11,000
增持
GOOGL
ALPHABET INC
+$515.6K
7,265
+0%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$510.6K
10,600
建仓
JOBY
JOBY AVIATION INC
+$449.8K
34,075
建仓
IWD
ISHARES TR
+$412.7K
1,962
增持
BSVO
EA SERIES TRUST
+$410.0K
27,062
+178%
清仓
VST
VISTRA CORP
-$401.6K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$394.8K
37,674
-3%
减持
GOOG
ALPHABET INC
+$373.3K
5,410
-1%
建仓
AVDV
AMERICAN CENTY ETF TR
+$368.4K
3,921
增持
VOO
VANGUARD INDEX FDS
+$357.5K
3,392
+17%
建仓
BSV
VANGUARD BD INDEX FDS
+$341.5K
4,333
建仓
DFIC
DIMENSIONAL ETF TRUST
+$330.9K
9,602
减持
QQQ
INVESCO QQQ TR
+$325.4K
25,460
-0%
增持
LRCX
LAM RESEARCH CORP
+$322.7K
6,761
+8%
清仓
RBRK
RUBRIK INC.
-$304.3K
0
-100%
增持
AMZN
AMAZON COM INC
+$303.5K
14,198
+5%
清仓
—
NEBIUS GROUP N.V.
-$280.7K
0
-100%
减持
HUMA
HUMACYTE INC
-$253.5K
308,500
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$252.2K
3,509
+58%
建仓
LOW
LOWES COS INC
+$246.1K
1,020
增持
DFAX
DIMENSIONAL ETF TRUST
+$236.6K
23,567
+38%
建仓
AXP
AMERICAN EXPRESS CO
+$218.6K
591
增持
KLAC
KLA CORP
+$214.1K
501
+37%
清仓
MSTR
STRATEGY INC
-$213.0K
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC
+$211.4K
4,162
清仓
ECL
ECOLAB INC
-$207.4K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$205.1K
0
-100%
减持
XBI
SPDR SERIES TRUST
+$205.0K
14,320
-7%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$200.5K
0
-100%
增持
SGOV
ISHARES TR
+$199.5K
6,000
+50%
增持
WFC
WELLS FARGO CO NEW
+$198.1K
20,980
+0%
增持
NFLX
NETFLIX INC
-$195.1K
8,110
+918%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$194.2K
22,303
+100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$186.0K
3,567
-0%
增持
BAC
BANK AMERICA CORP
+$173.7K
49,613
+0%
增持
MSFT
MICROSOFT CORP
-$171.9K
8,741
+3%
增持
VXUS
VANGUARD STAR FDS
+$168.2K
5,411
+66%
增持
JNJ
JOHNSON & JOHNSON
+$166.6K
5,683
+4%
增持
SPTM
SPDR SERIES TRUST
+$161.2K
23,366
+7%
增持
IVV
ISHARES TR
+$159.8K
1,150
+23%
增持
VUG
VANGUARD INDEX FDS
+$155.6K
2,292
+14%
增持
CAT
CATERPILLAR INC
+$144.0K
1,125
+7%
减持
NVDA
NVIDIA CORPORATION
-$136.1K
32,423
-2%
增持
IVE
ISHARES TR
+$135.0K
2,398
+33%
增持
INTC
INTEL CORP
+$133.5K
11,388
+33%
建仓
—
WEBULL CORP
+$132.1K
17,000
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$129.9K
8,155
+43%
增持
ISRG
INTUITIVE SURGICAL INC
+$129.0K
1,060
+1%
增持
VHT
VANGUARD WORLD FD
+$124.4K
2,365
+10%
增持
SDY
SPDR SERIES TRUST
+$123.0K
3,671
+33%
减持
VZ
VERIZON COMMUNICATIONS INC
-$111.0K
7,309
-21%
增持
SUB
ISHARES TR
+$108.7K
30,252
+4%
减持
ENVX
ENOVIX CORPORATION
-$102.3K
29,170
-8%
增持
—
EXXON MOBIL CORP
+$101.4K
13,226
+0%
增持
HD
HOME DEPOT INC
-$84.6K
1,642
+2%
增持
MS
MORGAN STANLEY
+$75.9K
1,871
+16%
增持
AVGO
BROADCOM INC
+$71.2K
3,685
+1%
减持
TGT
TARGET CORP
+$67.6K
22,565
-5%
减持
IWS
ISHARES TR
-$57.8K
2,649
-14%
减持
CVX
CHEVRON CORP NEW
-$57.5K
3,781
-7%
清仓
SUPV
GRUPO SUPERVIELLE S.A.
-$56.9K
0
-100%
减持
ADBE
ADOBE INC
-$52.7K
759
-16%
减持
VO
VANGUARD INDEX FDS
-$52.6K
4,525
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$52.4K
1,630
+3%
增持
XLU
SELECT SECTOR SPDR TR
-$51.5K
8,650
+79%
减持
AMAT
APPLIED MATLS INC
+$50.6K
1,028
-1%
减持
WMT
WALMART INC
+$50.2K
6,254
-0%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$49.3K
57,218
-3%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$45.3K
21,081
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$38.5K
3,063
+9%
增持
BA
BOEING CO
+$38.0K
11,075
+1%
增持
PG
PROCTER AND GAMBLE CO
+$36.2K
2,091
+22%
增持
ORCL
ORACLE CORP
+$34.0K
5,350
+49%
增持
TSLA
TESLA INC
+$33.4K
2,051
+3%
增持
PM
PHILIP MORRIS INTL INC
+$32.4K
2,225
+11%
增持
IJH
ISHARES TR
+$30.6K
4,803
+9%
增持
ABBV
ABBVIE INC
+$30.4K
1,957
+9%
增持
META
META PLATFORMS INC
-$30.1K
4,860
+10%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$28.4K
65,300
+61%
增持
CSCO
CISCO SYS INC
+$26.8K
2,975
+1%
减持
XLF
SELECT SECTOR SPDR TR
+$26.4K
32,065
-0%
减持
IYH
ISHARES TR
+$25.1K
4,849
-2%
减持
UWMC
UWM HOLDINGS CORPORATION
-$22.1K
11,500
-3%
增持
MO
ALTRIA GROUP INC
-$21.6K
4,561
+6%
增持
BSX
BOSTON SCIENTIFIC CORP
+$19.4K
8,620
+5%
增持
ABT
ABBOTT LABS
-$17.4K
2,035
+0%
增持
IEFA
ISHARES TR
+$16.3K
6,187
+1%
增持
ISTB
ISHARES TR
+$15.4K
22,561
+2%
增持
FTEC
FIDELITY COVINGTON TRUST
+$15.2K
2,950
+1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$13.3K
3,760
+1%
增持
SNPE
DBX ETF TR
+$12.9K
4,752
+1%
增持
MA
MASTERCARD INCORPORATED
+$12.8K
435
+5%
增持
UBER
UBER TECHNOLOGIES INC
-$12.6K
19,222
+19%
增持
PGF
INVESCO EXCHANGE TRADED FD T
-$11.4K
41,520
+1%
减持
FBCG
FIDELITY COVINGTON TRUST
+$11.0K
9,590
-0%
增持
EXR
EXTRA SPACE STORAGE INC
+$9.0K
5,730
+10%
增持
MSOS
ADVISORSHARES TR
+$8.0K
29,970
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.4K
2,073
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$7.0K
2,314
+100%
减持
VGT
VANGUARD WORLD FD
-$5.8K
540
-2%
减持
FDRR
FIDELITY COVINGTON TRUST
+$4.5K
6,678
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.6K
1,695
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$3.6K
2,883
+4%
增持
NVO
NOVO-NORDISK A S
-$2.4K
4,239
+8%
减持
CRM
SALESFORCE INC
-$835
1,592
-11%
增持
XLE
SELECT SECTOR SPDR TR
+$336
8,382
+100%
