13F 机构持仓

WJ Interests, LLC

SUGAR LAND TX · SEC CIK 0001727642

2026Q22026Q1 更早 9 个季度 🔒
$2.59亿2026Q2 申报市值
22持仓数
89.1%前十大占比 · 第一大 20.2%
3 / 1新建仓 / 清仓
申报市值走势$2.59亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

RSSB 20.2%
VT 14.6%
AVLV 8.7%
AVEM 7.8%
AVUV 7.7%
TLT 7.0%
DSCO 6.8%
STRATEGY SHS 6.2%
NTSI 5.5%
TIDAL TRUST II 4.6%

2026Q2 买入最多 按季末市值估算

TIDAL TRUST II 新建仓+$1,189.35万
PIMCO ETF TR 新建仓+$629.71万
AVLV 加仓+$614.55万
WISDOMTREE TR 新建仓+$273.09万
TLT 加仓+$271.96万

2026Q2 卖出最多 按季末市值估算

NTSX 减仓-$1,778.66万
NTSI 减仓-$1,767.77万
VT 减仓-$922.33万
AVUV 减仓-$641.55万
RSST 清仓-$618.04万

2026Q2 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
RSSB TIDAL TRUST II $5,247.58万20.23%1,705,976 74,3554.6% $228.72万 加仓
VT VANGUARD INTL EQUITY INDEX F $3,798.04万14.64%241,990 -58,766-19.5% -$922.33万 减仓
AVLV AMERICAN CENTY ETF TR $2,246.55万8.66%246,306 67,37837.7% $614.55万 加仓
AVEM AMERICAN CENTY ETF TR $2,028.58万7.82%210,237 -47,944-18.6% -$462.61万 减仓
AVUV AMERICAN CENTY ETF TR $1,987.73万7.66%159,324 -51,423-24.4% -$641.55万 减仓
TLT ISHARES TR $1,804.96万6.96%208,859 31,46917.7% $271.96万 加仓
DSCO DOUBLELINE ETF TRUST $1,763.78万6.80%707,494 95,52315.6% $238.14万 加仓
— STRATEGY SHS $1,605.07万6.19%475,502 24,9765.5% $84.31万 加仓
NTSI WISDOMTREE TR $1,432.07万5.52%307,311 -379,349-55.2% -$1,767.77万 减仓
— TIDAL TRUST II $1,189.35万4.59%578,477 578,477— $1,189.35万 新建仓
NTSX WISDOMTREE TR $1,138.42万4.39%192,789 -301,213-61.0% -$1,778.66万 减仓
— PIMCO ETF TR $629.71万2.43%116,032 116,032— $629.71万 新建仓
— TIDAL TRUST II $279.75万1.08%109,594 -6,865-5.9% -$17.52万 减仓
— WISDOMTREE TR $273.09万1.05%59,221 59,221— $273.09万 新建仓
MINT PIMCO ETF TR $191.30万0.74%18,976 -14,800-43.8% -$149.20万 减仓
JPM JPMORGAN CHASE & CO $114.50万0.44%3,498 00.0% — 不变
VHT VANGUARD WORLD FD $50.53万0.19%1,690 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $41.11万0.16%1,462 00.0% — 不变
GLD SPDR GOLD TR $32.23万0.12%875 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $30.71万0.12%4,439 00.0% — 不变
SCYB SCHWAB STRATEGIC TR $29.96万0.12%11,445 2302.1% $6,021 加仓
MSFT MICROSOFT CORP $21.00万0.08%563 00.0% — 不变
RSST Return Stacked US Stk and Managed Futures $00.00%0 -218,544-100.0% -$618.04万 清仓