WJ Wealth Management, LLC
GLENDALE AZ · SEC CIK 0001801674
$2.14亿2026Q1 申报市值
70持仓数
54.7%前十大占比 · 第一大 10.3%
8 / 8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
DFLV 新建仓+$852.07万
JEMA 新建仓+$593.06万
RWL 新建仓+$496.04万
NEAR 加仓+$377.41万
JPST 加仓+$369.34万
2026Q1 卖出最多 按季末市值估算
WINN 减仓-$864.26万
CGGR 清仓-$669.79万
BLACKROCK ETF TR 清仓-$553.58万
CGIE 减仓-$477.49万
PYLD 清仓-$408.67万
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 |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -150,615 | -100.0% | -$669.79万 | 清仓 |
| — | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -148,332 | -100.0% | -$553.58万 | 清仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -153,176 | -100.0% | -$408.67万 | 清仓 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | -30,636 | -100.0% | -$107.87万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,608 | -100.0% | -$46.36万 | 清仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,250 | -100.0% | -$22.93万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -4,939 | -100.0% | -$22.09万 | 清仓 |
| IYC | ISHARES TR | $0 | 0.00% | 0 | -1,940 | -100.0% | -$20.01万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.49万 | 0.11% | 2,425 | -60 | -2.4% | -$5,566 | 减仓 |
| IAU | ISHARES GOLD TR | $24.41万 | 0.11% | 2,769 | 179 | 6.9% | $1.58万 | 加仓 |
| SUSA | ISHARES TR | $26.42万 | 0.12% | 2,000 | -700 | -25.9% | -$9.25万 | 减仓 |
| IBMR | ISHARES TR | $27.89万 | 0.13% | 11,000 | 11,000 | — | $27.89万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $30.08万 | 0.14% | 1,000 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $32.56万 | 0.15% | 14,000 | 4,200 | 42.9% | $9.77万 | 加仓 |
| GE | GE AEROSPACE | $36.01万 | 0.17% | 1,269 | 21 | 1.7% | $5,959 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $36.30万 | 0.17% | 4,828 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $36.62万 | 0.17% | 4,575 | -350 | -7.1% | -$2.80万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $40.31万 | 0.19% | 1,168 | 1,168 | — | $40.31万 | 新建仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $41.10万 | 0.19% | 8,100 | -38,029 | -82.4% | -$192.96万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $41.15万 | 0.19% | 1,218 | 100 | 8.9% | $3.38万 | 加仓 |
| META | META PLATFORMS INC | $41.42万 | 0.19% | 724 | -10 | -1.4% | -$5,721 | 减仓 |
| SPYG | SPDR SERIES TRUST | $42.34万 | 0.20% | 4,324 | -1 | -0.0% | -$98 | 减仓 |
| OKLO | OKLO INC | $45.09万 | 0.21% | 9,093 | -1,265 | -12.2% | -$6.27万 | 减仓 |
| RKLB | ROCKET LAB CORP | $46.53万 | 0.22% | 7,246 | -99 | -1.3% | -$6,358 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $49.06万 | 0.23% | 10,650 | 10,650 | — | $49.06万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $49.13万 | 0.23% | 8,445 | -155 | -1.8% | -$9,018 | 减仓 |
| FLRN | SPDR SERIES TRUST | $51.30万 | 0.24% | 16,665 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $55.13万 | 0.26% | 849 | 40 | 4.9% | $2.60万 | 加仓 |
| LLY | ELI LILLY & CO | $55.65万 | 0.26% | 605 | -1 | -0.2% | -$920 | 减仓 |
| SUB | ISHARES TR | $59.40万 | 0.28% | 5,577 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $61.84万 | 0.29% | 7,490 | -3,500 | -31.8% | -$28.90万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $63.21万 | 0.30% | 15,909 | 5,699 | 55.8% | $22.64万 | 加仓 |
| IBDT | ISHARES TR | $66.36万 | 0.31% | 26,200 | 12,600 | 92.6% | $31.92万 | 加仓 |
| AVGO | BROADCOM INC | $68.87万 | 0.32% | 2,225 | 94 | 4.4% | $2.91万 | 加仓 |
| SMH | VANECK ETF TRUST | $72.69万 | 0.34% | 1,896 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $74.83万 | 0.35% | 751 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $75.28万 | 0.35% | 29,485 | 1,378 | 4.9% | $3.52万 | 加仓 |
| IBMP | ISHARES TR | $76.78万 | 0.36% | 30,182 | 1,200 | 4.1% | $3.05万 | 加仓 |
| XAR | SPDR SERIES TRUST | $77.46万 | 0.36% | 3,050 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $82.72万 | 0.39% | 5,807 | -37 | -0.6% | -$5,271 | 减仓 |
| WINN | HARBOR ETF TRUST | $89.00万 | 0.42% | 32,096 | -311,686 | -90.7% | -$864.26万 | 减仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $90.13万 | 0.42% | 17,271 | -466 | -2.6% | -$2.43万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $93.73万 | 0.44% | 8,735 | 21 | 0.2% | $2,253 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $95.17万 | 0.45% | 2,816 | 117 | 4.3% | $3.95万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $95.79万 | 0.45% | 16,930 | -832 | -4.7% | -$4.71万 | 减仓 |
| AAPL | APPLE INC | $128.14万 | 0.60% | 5,049 | -400 | -7.3% | -$10.15万 | 减仓 |
| NLR | VANECK ETF TRUST | $130.81万 | 0.61% | 9,821 | 79 | 0.8% | $1.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $134.87万 | 0.63% | 3,644 | -257 | -6.6% | -$9.51万 | 减仓 |
| OEF | ISHARES TR | $137.44万 | 0.64% | 4,321 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR | $157.58万 | 0.74% | 53,688 | 6,248 | 13.2% | $18.34万 | 加仓 |
| IUSV | ISHARES TR | $163.24万 | 0.76% | 15,964 | -481 | -2.9% | -$4.92万 | 减仓 |
| QUAL | ISHARES TR | $175.37万 | 0.82% | 9,143 | -8,299 | -47.6% | -$159.18万 | 减仓 |
| — | WISDOMTREE TR | $177.81万 | 0.83% | 32,710 | 32,710 | — | $177.81万 | 新建仓 |
| IVV | ISHARES TR | $213.22万 | 1.00% | 3,264 | -202 | -5.8% | -$13.20万 | 减仓 |
| AMZN | AMAZON COM INC | $216.06万 | 1.01% | 10,374 | -308 | -2.9% | -$6.41万 | 减仓 |
| GOOG | ALPHABET INC | $251.83万 | 1.18% | 8,779 | 58 | 0.7% | $1.66万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $310.66万 | 1.45% | 80,860 | 80,860 | — | $310.66万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $338.19万 | 1.58% | 61,669 | -39,895 | -39.3% | -$218.78万 | 减仓 |
| GARP | ISHARES TR | $346.63万 | 1.62% | 54,186 | -2,077 | -3.7% | -$13.29万 | 减仓 |
| IBDS | ISHARES TR | $347.03万 | 1.62% | 143,164 | 6,619 | 4.8% | $16.04万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $437.27万 | 2.05% | 86,018 | 74,243 | 630.5% | $377.41万 | 加仓 |
| IWY | ISHARES TR | $443.79万 | 2.08% | 17,836 | -2,466 | -12.1% | -$61.36万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $496.04万 | 2.32% | 43,168 | 43,168 | — | $496.04万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $513.86万 | 2.41% | 21,625 | -123 | -0.6% | -$2.92万 | 减仓 |
| GRNY | TIDAL TRUST I | $556.73万 | 2.61% | 233,231 | 38,945 | 20.0% | $92.96万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $593.06万 | 2.78% | 113,984 | 113,984 | — | $593.06万 | 新建仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $613.46万 | 2.87% | 181,390 | -141,186 | -43.8% | -$477.49万 | 减仓 |
| PWRD | TCW ETF TRUST | $708.44万 | 3.32% | 72,463 | 1,362 | 1.9% | $13.32万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $752.02万 | 3.52% | 67,079 | -5,698 | -7.8% | -$63.88万 | 减仓 |
| QQQ | INVESCO QQQ TR | $812.67万 | 3.81% | 14,080 | 603 | 4.5% | $34.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $814.66万 | 3.81% | 46,712 | -55 | -0.1% | -$9,592 | 减仓 |
| SHLD | GLOBAL X FDS | $842.85万 | 3.95% | 118,982 | 6,078 | 5.4% | $43.06万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $848.52万 | 3.97% | 38,794 | -8,635 | -18.2% | -$188.87万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $852.07万 | 3.99% | 238,609 | 238,609 | — | $852.07万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $1,144.40万 | 5.36% | 220,373 | -52,437 | -19.2% | -$272.31万 | 减仓 |
| FLXR | TCW ETF TRUST | $1,680.71万 | 7.87% | 427,989 | -16,984 | -3.8% | -$66.70万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,739.08万 | 8.14% | 408,811 | 3,886 | 1.0% | $16.53万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,202.94万 | 10.32% | 435,278 | 72,978 | 20.1% | $369.34万 | 加仓 |