AMJ Financial Wealth Management
LEESBURG VA · SEC CIK 0001801585
$4.24亿2026Q1 申报市值
86持仓数
40.6%前十大占比 · 第一大 7.7%
11 / 15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
STIP 新建仓+$3,258.01万
HAL 新建仓+$1,029.54万
PULS 加仓+$733.39万
FDX 新建仓+$543.25万
ETN 加仓+$427.34万
2026Q1 卖出最多 按季末市值估算
COF 清仓-$917.67万
TMO 清仓-$865.12万
CRDO 清仓-$583.98万
SYF 清仓-$518.56万
LOGI 清仓-$518.32万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ULTRA SHORT BOND ETF | $3,277.75万 | 7.73% | 662,171 | 148,160 | 28.8% | $733.39万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $3,258.01万 | 7.68% | 314,997 | 314,997 | — | $3,258.01万 | 新建仓 |
| PWR | QUANTA SVCS INC COM | $1,642.28万 | 3.87% | 29,913 | 192 | 0.6% | $10.54万 | 加仓 |
| GLW | CORNING INC COM | $1,571.30万 | 3.71% | 115,562 | 12,729 | 12.4% | $173.08万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $1,513.00万 | 3.57% | 44,267 | 240 | 0.5% | $8.20万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,331.93万 | 3.14% | 15,744 | 261 | 1.7% | $22.08万 | 加仓 |
| NEM | NEWMONT CORP COM | $1,208.13万 | 2.85% | 111,606 | 4,477 | 4.2% | $48.46万 | 加仓 |
| AAPL | APPLE INC | $1,176.74万 | 2.78% | 46,367 | 12,037 | 35.1% | $305.49万 | 加仓 |
| WMT | WALMART INC COM | $1,151.32万 | 2.72% | 92,639 | 6,345 | 7.4% | $78.86万 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $1,101.45万 | 2.60% | 35,587 | -34 | -0.1% | -$1.05万 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $1,093.35万 | 2.58% | 52,988 | -1,825 | -3.3% | -$37.66万 | 减仓 |
| HAL | HALLIBURTON CO COM | $1,029.54万 | 2.43% | 264,053 | 264,053 | — | $1,029.54万 | 新建仓 |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $1,024.64万 | 2.42% | 622,503 | 2,687 | 0.4% | $4.42万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,011.53万 | 2.39% | 17,680 | 3,833 | 27.7% | $219.30万 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $996.48万 | 2.35% | 187,237 | -130 | -0.1% | -$6,919 | 减仓 |
| GOOGL | GOOGLE INC | $990.17万 | 2.34% | 34,434 | 8,392 | 32.2% | $241.32万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $917.77万 | 2.16% | 449,382 | 2,036 | 0.5% | $4.16万 | 加仓 |
| AMZN | AMAZON.COM INC | $916.64万 | 2.16% | 44,012 | 6,195 | 16.4% | $129.02万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $887.57万 | 2.09% | 44,940 | -7,518 | -14.3% | -$148.48万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $884.20万 | 2.09% | 95,394 | 543 | 0.6% | $5.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $878.12万 | 2.07% | 50,351 | -1,098 | -2.1% | -$19.15万 | 减仓 |
| MSFT | MICROSOFT | $845.43万 | 1.99% | 22,839 | -100 | -0.4% | -$3.70万 | 减仓 |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $817.95万 | 1.93% | 489,231 | -97 | -0.0% | -$1,622 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $799.33万 | 1.89% | 86,592 | -30,854 | -26.3% | -$284.81万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $742.59万 | 1.75% | 19,547 | -13,252 | -40.4% | -$503.44万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $711.90万 | 1.68% | 57,982 | -21,362 | -26.9% | -$262.28万 | 减仓 |
| TJX | TJX COS INC NEW COM | $689.04万 | 1.63% | 43,146 | -18,409 | -29.9% | -$293.99万 | 减仓 |
| RMBS | RAMBUS INC DEL COM | $656.67万 | 1.55% | 76,330 | -18,616 | -19.6% | -$160.15万 | 减仓 |
| PCAR | PACCAR INC COM | $638.80万 | 1.51% | 55,307 | 7,812 | 16.4% | $90.23万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $633.03万 | 1.49% | 187,788 | 41,050 | 28.0% | $138.38万 | 加仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $611.14万 | 1.44% | 327,509 | -1,411 | -0.4% | -$2.63万 | 减仓 |
| FDX | FEDEX CORP | $543.25万 | 1.28% | 15,252 | 15,252 | — | $543.25万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $499.88万 | 1.18% | 11,995 | -126 | -1.0% | -$5.25万 | 减仓 |
| ETN | EATON CORP PLC SHS | $485.82万 | 1.15% | 13,583 | 11,948 | 730.8% | $427.34万 | 加仓 |
| HEI | HEICO CORP NEW COM | $374.31万 | 0.88% | 13,651 | -139 | -1.0% | -$3.81万 | 减仓 |
| EAT | BRINKER INTL INC COM | $367.72万 | 0.87% | 25,756 | -5,084 | -16.5% | -$72.58万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $351.84万 | 0.83% | 26,854 | 26,854 | — | $351.84万 | 新建仓 |
| NTAP | NETAPP INC COM | $331.72万 | 0.78% | 32,398 | -18 | -0.1% | -$1,843 | 减仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $317.31万 | 0.75% | 38,467 | 6,219 | 19.3% | $51.30万 | 加仓 |
| FROG | JFROG LTD ORD SHS | $306.00万 | 0.72% | 65,203 | -76 | -0.1% | -$3,567 | 减仓 |
| COHR | COHERENT CORP COM | $300.69万 | 0.71% | 12,623 | -4,568 | -26.6% | -$108.81万 | 减仓 |
| CACI | CACI INTL INC CL A | $258.45万 | 0.61% | 4,752 | 453 | 10.5% | $24.64万 | 加仓 |
| ALB | ALBEMARLE CORP COM | $221.76万 | 0.52% | 12,352 | 12,352 | — | $221.76万 | 新建仓 |
| TRGP | TARGA RES CORP COM | $209.89万 | 0.50% | 8,371 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ STK MKT INC | $196.68万 | 0.46% | 23,169 | -47,937 | -67.4% | -$406.94万 | 减仓 |
| GSAT | GLOBALSTAR INC COM NEW | $180.26万 | 0.43% | 27,140 | -6,806 | -20.0% | -$45.21万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $158.83万 | 0.37% | 1,594 | -1,259 | -44.1% | -$125.45万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $148.70万 | 0.35% | 15,187 | -2,921 | -16.1% | -$28.60万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $133.00万 | 0.31% | 80,072 | -77 | -0.1% | -$1,279 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $127.63万 | 0.30% | 5,221 | -858 | -14.1% | -$20.97万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM 看跌期权 | $122.22万 | 0.29% | 5,000 | -700 | -12.3% | -$17.11万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $115.10万 | 0.27% | 4,056 | -2,799 | -40.8% | -$79.43万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $101.84万 | 0.24% | 13,305 | 213 | 1.6% | $1.63万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $96.75万 | 0.23% | 3,083 | 3,083 | — | $96.75万 | 新建仓 |
| TDV | PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF | $95.67万 | 0.23% | 11,294 | 584 | 5.5% | $4.95万 | 加仓 |
| QQQ | POWERSHARES QQQ TR | $87.90万 | 0.21% | 1,523 | -398 | -20.7% | -$22.97万 | 减仓 |
| CSCO | CISCO SYS INC | $86.10万 | 0.20% | 11,097 | -435 | -3.8% | -$3.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $83.84万 | 0.20% | 2,850 | -38 | -1.3% | -$1.12万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $69.98万 | 0.17% | 10,270 | -32 | -0.3% | -$2,180 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $69.04万 | 0.16% | 1,155 | -162 | -12.3% | -$9.68万 | 减仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $63.61万 | 0.15% | 2,945 | 304 | 11.5% | $6.57万 | 加仓 |
| — | EXXON MOBIL CORP COM | $59.77万 | 0.14% | 3,523 | -23 | -0.6% | -$3,902 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $59.59万 | 0.14% | 7,117 | -13 | -0.2% | -$1,088 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $59.12万 | 0.14% | 11,636 | 4,642 | 66.4% | $23.59万 | 加仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $56.42万 | 0.13% | 9,007 | -197 | -2.1% | -$1.23万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $54.43万 | 0.13% | 4,910 | 278 | 6.0% | $3.08万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS INC | $51.15万 | 0.12% | 662 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT 看跌期权 | $48.12万 | 0.11% | 1,300 | -10,000 | -88.5% | -$370.17万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $46.24万 | 0.11% | 765 | 765 | — | $46.24万 | 新建仓 |
| — | PROSHARES S&P 500 EX-TECHNOLOGY ETF | $41.48万 | 0.10% | 4,094 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $39.43万 | 0.09% | 15,389 | 473 | 3.2% | $1.21万 | 加仓 |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $32.20万 | 0.08% | 903 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE LTD BERMUDA CL A | $31.77万 | 0.07% | 1,602 | -80 | -4.8% | -$1.59万 | 减仓 |
| RSPG | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $30.12万 | 0.07% | 2,751 | 2,751 | — | $30.12万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $28.95万 | 0.07% | 1,009 | 20 | 2.0% | $5,739 | 加仓 |
| LLY | ELI LILLY & CO COM | $28.91万 | 0.07% | 314 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $28.63万 | 0.07% | 8,214 | 237 | 3.0% | $8,259 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $26.99万 | 0.06% | 622 | 0 | 0.0% | — | 不变 |
| XLB | MATERIALS SELECT SECTOR SPDR | $25.73万 | 0.06% | 5,150 | 5,150 | — | $25.73万 | 新建仓 |
| V | VISA INC | $25.27万 | 0.06% | 836 | -5,273 | -86.3% | -$159.37万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $24.71万 | 0.06% | 1,040 | -232 | -18.2% | -$5.51万 | 减仓 |
| IBM | INTL BUSINESS MACHINES | $22.25万 | 0.05% | 918 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $21.97万 | 0.05% | 8,570 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $20.57万 | 0.05% | 732 | -92 | -11.2% | -$2.59万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP COM | $16.37万 | 0.04% | 240 | 240 | — | $16.37万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM 看跌期权 | $6.82万 | 0.02% | 100 | 100 | — | $6.82万 | 新建仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $0 | 0.00% | 0 | -37,864 | -100.0% | -$917.67万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $0 | 0.00% | 0 | -14,930 | -100.0% | -$865.12万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $0 | 0.00% | 0 | -40,585 | -100.0% | -$583.98万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL COM | $0 | 0.00% | 0 | -62,155 | -100.0% | -$518.56万 | 清仓 |
| LOGI | LOGITECH INTL S A SHS | $0 | 0.00% | 0 | -51,718 | -100.0% | -$518.32万 | 清仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $0 | 0.00% | 0 | -258,258 | -100.0% | -$505.54万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -35,133 | -100.0% | -$409.97万 | 清仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $0 | 0.00% | 0 | -13,952 | -100.0% | -$395.27万 | 清仓 |
| SAP | SAP AKTIENGESELLSCHAFT ADR | $0 | 0.00% | 0 | -11,645 | -100.0% | -$282.87万 | 清仓 |
| IWP | ISHARES RUSSELL MIDCAP GROWTH ETF | $0 | 0.00% | 0 | -8,071 | -100.0% | -$110.52万 | 清仓 |
| ULTA | ULTA BEAUTY INC COM | $0 | 0.00% | 0 | -1,708 | -100.0% | -$103.34万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $0 | 0.00% | 0 | -784 | -100.0% | -$53.46万 | 清仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $0 | 0.00% | 0 | -9,033 | -100.0% | -$49.47万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -3,493 | -100.0% | -$22.74万 | 清仓 |