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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 57
减持 68
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
-$5.8M
1,221,359
+1%
减持
DFUS
DIMENSIONAL ETF TRUST
-$2.9M
35,203
-52%
增持
SLQD
ISHARES TR
+$2.7M
1,367,626
+5%
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
VTI
VANGUARD INDEX FDS
-$2.3M
83,115
-4%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.2M
22,307
-63%
减持
DFSV
DIMENSIONAL ETF TRUST
-$1.9M
18,475
-76%
减持
LLY
ELI LILLY & CO
-$1.8M
6,681
-10%
建仓
ICSH
ISHARES TR
+$1.7M
33,245
减持
TGT
TARGET CORP
-$1.6M
4,961
-78%
减持
DFIV
DIMENSIONAL ETF TRUST
-$1.6M
10,679
-75%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.5M
7,611
-68%
增持
IWM
ISHARES TR
+$1.5M
122,099
+4%
增持
IWR
ISHARES TR
+$1.5M
194,469
+7%
减持
IDEV
ISHARES TR
-$1.5M
5,446
-76%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.4M
48,023
-43%
减持
JPM
JPMORGAN CHASE & CO
-$1.3M
25,463
-7%
增持
ONEQ
FIDELITY COMWLTH TR
-$1.2M
383,316
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.2M
37,823
+0%
增持
IVOG
VANGUARD ADMIRAL FDS INC
+$1.1M
121,489
+4%
减持
IEMG
ISHARES INC
-$1.1M
17,006
-49%
增持
SUB
ISHARES TR
+$1.0M
40,015
+32%
增持
AAPL
APPLE INC
-$981.0K
59,885
+1%
减持
DFLV
DIMENSIONAL ETF TRUST
-$957.4K
9,659
-75%
清仓
DUSB
DIMENSIONAL ETF TRUST
-$950.3K
0
-100%
增持
MSFT
MICROSOFT CORP
-$927.9K
8,913
+2%
减持
DFUV
DIMENSIONAL ETF TRUST
-$816.1K
19,902
-48%
建仓
OKLO
OKLO INC
+$793.4K
16,000
清仓
DFGR
DIMENSIONAL ETF TRUST
-$771.8K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$762.6K
29,473
-34%
减持
BND
VANGUARD BD INDEX FDS
-$728.8K
7,961
-55%
减持
DISV
DIMENSIONAL ETF TRUST
-$716.5K
7,772
-71%
减持
SLV
ISHARES SILVER TR
-$649.7K
13,344
-45%
减持
—
EXXON MOBIL CORP
+$630.2K
13,096
-1%
减持
MUB
ISHARES TR
-$624.4K
5,006
-54%
增持
HROW
HARROW INC
+$614.9K
38,700
+153%
建仓
USAR
USA RARE EARTH INC
+$603.0K
39,844
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$516.1K
0
-100%
清仓
DFNM
DIMENSIONAL ETF TRUST
-$510.6K
0
-100%
减持
META
META PLATFORMS INC
-$504.1K
4,726
-3%
增持
QQQ
INVESCO QQQ TR
-$500.2K
26,231
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$468.0K
39,832
+27%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$455.7K
45,498
-14%
清仓
IWD
ISHARES TR
-$412.7K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$406.4K
32,342
-0%
清仓
AVDV
AMERICAN CENTY ETF TR
-$368.4K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$361.3K
4,164
+23%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
+$336.4K
9,653
+157%
清仓
XERS
XERIS BIOPHARMA HOLDINGS INC
-$332.4K
0
-100%
清仓
DFIC
DIMENSIONAL ETF TRUST
-$330.9K
0
-100%
清仓
PI
IMPINJ INC
-$313.2K
0
-100%
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$310.9K
4,650
减持
IXUS
ISHARES TR
-$293.0K
11,377
-25%
增持
WFC
WELLS FARGO & CO
-$283.8K
20,997
+0%
减持
VUG
VANGUARD INDEX FDS
-$263.3K
1,957
-15%
增持
BAC
BANK AMERICA CORP
-$253.5K
50,773
+2%
增持
MSOS
ADVISORSHARES TR
+$252.7K
111,020
+270%
增持
ORCL
ORACLE CORP
-$225.6K
5,555
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$220.1K
4,331
+50%
清仓
AXP
AMERICAN EXPRESS CO
-$218.6K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$215.7K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$214.7K
5,690
+0%
增持
SGOV
ISHARES TR
+$214.0K
8,109
+35%
建仓
VPLS
VANGUARD MALVERN FDS
+$211.9K
2,732
减持
BA
BOEING CO
-$210.9K
11,022
-0%
建仓
SBUX
STARBUCKS CORP
+$210.2K
2,346
建仓
GLD
SPDR GOLD TR
+$208.1K
484
建仓
ECL
ECOLAB INC
+$205.7K
773
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$203.5K
3,665
建仓
VRT
VERTIV HOLDINGS CO
+$203.2K
811
建仓
MRK
MERCK & CO INC
+$203.1K
1,688
建仓
LMT
LOCKHEED MARTIN CORP
+$201.3K
333
建仓
PTF
INVESCO EXCHANGE TRADED FD T
+$200.7K
2,325
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$185.8K
9,256
+2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$184.0K
17,289
-27%
减持
VXUS
VANGUARD STAR FDS
-$175.8K
3,014
-44%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$171.9K
37,598
-4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$170.5K
2,614
-26%
减持
IVV
ISHARES TR
-$170.2K
945
-18%
增持
AMZN
AMAZON COM INC
-$169.3K
14,922
+5%
减持
UPS
UNITED PARCEL SVCS INC
-$167.3K
10,355
-13%
建仓
TSSI
TSS INC DEL
+$162.6K
12,500
增持
GOOGL
ALPHABET INC
-$162.4K
7,343
+1%
增持
CAT
CATERPILLAR INC
+$157.5K
1,132
+1%
减持
CRM
SALESFORCE INC
-$152.7K
1,441
-9%
增持
XLF
SELECT SECTOR SPDR TR
-$151.4K
32,506
+1%
减持
AVGO
BROADCOM INC
-$151.2K
3,632
-1%
减持
FLOT
ISHARES TR
-$138.4K
651,459
-1%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$135.7K
19,199
-9%
减持
XLE
SELECT SECTOR SPDR TR
+$133.8K
8,302
-1%
减持
HUMA
HUMACYTE INC
-$128.0K
277,500
-10%
减持
SDY
SPDR SERIES TRUST
-$118.8K
2,687
-27%
增持
VB
VANGUARD INDEX FDS
+$117.9K
1,897
+29%
增持
FENY
FIDELITY COVINGTON TRUST
+$116.0K
12,270
+1%
减持
BSVO
EA SERIES TRUST
-$115.4K
20,306
-25%
减持
ISRG
INTUITIVE SURGICAL INC
-$114.5K
1,054
-1%
减持
WYNN
WYNN RESORTS LTD
-$110.8K
4,300
-5%
增持
UBER
UBER TECHNOLOGIES INC
-$106.6K
20,354
+6%
增持
VTWG
VANGUARD SCOTTSDALE FDS
-$106.2K
33,733
+2%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$104.3K
2,870
+43%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$103.0K
127,930
+96%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$102.3K
57,868
+1%
增持
PG
PROCTER & GAMBLE CO
+$98.2K
2,754
+32%
增持
SPTM
SPDR SERIES TRUST
+$97.9K
25,621
+10%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$97.8K
18,474
-17%
减持
ENVX
ENOVIX CORPORATION
-$95.6K
22,705
-22%
减持
SLB
SLB LIMITED
+$93.5K
9,255
-7%
增持
INTC
INTEL CORP
+$86.7K
11,488
+1%
减持
—
WEBULL CORP
-$84.1K
10,000
-41%
增持
TSLA
TESLA INC
-$82.6K
2,259
+10%
减持
XBI
SPDR SERIES TRUST
+$77.9K
14,280
-0%
增持
NFLX
NETFLIX INC.
+$76.7K
8,706
+7%
减持
AMAT
APPLIED MATLS INC
+$76.2K
996
-3%
增持
DIS
DISNEY WALT CO
-$75.8K
5,192
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$71.1K
3,448
-20%
增持
VZ
VERIZON COMMUNICATIONS INC
+$69.7K
7,319
+0%
减持
FTEC
FIDELITY COVINGTON TRUST
-$68.8K
2,855
-3%
减持
KLAC
KLA CORP
-$68.5K
367
-27%
减持
PFF
ISHARES TR
-$67.4K
11,020
-15%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$66.6K
814
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$65.3K
3,434
-4%
减持
WMT
WALMART INC
+$64.1K
6,122
-2%
增持
GOOG
ALPHABET INC
-$60.3K
5,708
+6%
增持
YYY
AMPLIFY ETF TR
-$60.0K
1,779,584
+4%
增持
ADBE
ADOBE INC
-$59.0K
850
+12%
增持
JOBY
JOBY AVIATION INC
+$54.9K
61,100
+79%
减持
KRE
SPDR SERIES TRUST
-$54.4K
13,239
-6%
减持
IVE
ISHARES TR
-$53.9K
2,153
-10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$53.0K
7,130
-13%
增持
VBR
VANGUARD INDEX FDS
+$52.4K
3,040
+6%
减持
SHM
SPDR SERIES TRUST
-$51.1K
40,236
-2%
减持
MU
MICRON TECHNOLOGY INC
+$48.7K
1,359
-5%
减持
EXR
EXTRA SPACE STORAGE INC
-$47.2K
5,330
-7%
减持
SMH
VANECK ETF TRUST
+$46.4K
2,027
-0%
增持
ABT
ABBOTT LABORATORIES
-$45.8K
2,037
+0%
减持
ISTB
ISHARES TR
-$44.7K
21,775
-3%
增持
SCHF
SCHWAB STRATEGIC TR
+$43.3K
14,048
+11%
增持
ILCG
ISHARES TR
-$30.9K
4,427
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$27.0K
2,118
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
-$25.9K
12,685
+47%
减持
ABBV
ABBVIE INC
-$25.7K
1,938
-1%
增持
EFA
ISHARES TR
+$24.9K
5,870
+3%
增持
IWP
ISHARES TR
-$24.8K
3,276
+1%
增持
IVW
ISHARES TR
-$24.5K
2,716
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$24.1K
1,537
-6%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$23.8K
40,935
-1%
增持
VO
VANGUARD INDEX FDS
+$23.5K
4,655
+3%
增持
VGT
VANGUARD WORLD FD
-$23.3K
550
+2%
减持
MO
ALTRIA GROUP INC
+$21.3K
4,308
-6%
减持
VYM
VANGUARD WHITEHALL FDS
+$19.8K
8,687
-2%
增持
HD
HOME DEPOT INC
-$17.4K
1,665
+1%
