WJ Interests, LLC
SUGAR LAND TX · SEC CIK 0001727642
$2.60亿2026Q1 申报市值
20持仓数
94.2%前十大占比 · 第一大 17.0%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DSCO 新建仓+$1,520.44万
RSSB 加仓+$292.20万
VT 加仓+$203.04万
NTSX 加仓+$157.48万
TLT 加仓+$146.67万
2026Q1 卖出最多 按季末市值估算
MINT 减仓-$15.50万
IBM 减仓-$2.42万
2026Q1 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 | Return Stacked Stock and Bond | $4,439.64万 | 17.05% | 1,631,621 | 107,386 | 7.0% | $292.20万 | 加仓 |
| VT | Vanguard Total World Stock | $4,160.06万 | 15.98% | 300,756 | 14,679 | 5.1% | $203.04万 | 加仓 |
| NTSI | WisdomTree Intl Efficient Core | $3,021.99万 | 11.61% | 686,660 | 24,363 | 3.7% | $107.22万 | 加仓 |
| NTSX | WisdomTree U.S. Efficient Core Fund | $2,576.22万 | 9.89% | 494,002 | 30,197 | 6.5% | $157.48万 | 加仓 |
| AVUV | Avantis US Small Value ETF | $2,328.13万 | 8.94% | 210,747 | 10,762 | 5.4% | $118.89万 | 加仓 |
| AVEM | Avantis Emerging Mkts | $2,080.43万 | 7.99% | 258,181 | 7,378 | 2.9% | $59.45万 | 加仓 |
| TLT | iShares Long Term Treasury Bond ETF | $1,537.80万 | 5.91% | 177,390 | 16,919 | 10.5% | $146.67万 | 加仓 |
| DSCO | Doubleline Securitized Credit ETF | $1,520.44万 | 5.84% | 611,971 | 611,971 | — | $1,520.44万 | 新建仓 |
| AVLV | Avantis US Large Cap Value ETF | $1,442.34万 | 5.54% | 178,928 | 6,549 | 3.8% | $52.79万 | 加仓 |
| — | Strat Shares Newfound/Resolve Momentum ETF | $1,418.70万 | 5.45% | 450,526 | 27,257 | 6.4% | $85.83万 | 加仓 |
| RSST | Return Stacked US Stk and Managed Futures | $618.04万 | 2.37% | 218,544 | 21,296 | 10.8% | $60.23万 | 加仓 |
| MINT | PIMCO Enh Short Maturity | $339.69万 | 1.30% | 33,776 | -1,541 | -4.4% | -$15.50万 | 减仓 |
| — | Return Stacked US Stk & Futs Yld ETF | $259.04万 | 0.99% | 116,459 | 12,275 | 11.8% | $27.30万 | 加仓 |
| JPM | JP Morgan | $102.90万 | 0.40% | 3,498 | 0 | 0.0% | — | 不变 |
| VHT | Vanguard Health Care ETF | $46.02万 | 0.18% | 1,690 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Trust | $37.65万 | 0.14% | 875 | 0 | 0.0% | — | 不变 |
| IBM | IBM | $35.44万 | 0.14% | 1,462 | -100 | -6.4% | -$2.42万 | 减仓 |
| SCYB | Schwab High Yield Bond ETF | $29.16万 | 0.11% | 11,215 | 0 | 0.0% | — | 不变 |
| ZION | Zions Bancorp | $25.58万 | 0.10% | 4,439 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft | $20.84万 | 0.08% | 563 | 0 | 0.0% | — | 不变 |