WJ Wealth Management, LLC
GLENDALE AZ · SEC CIK 0001801674
$2.53亿2026Q2 申报市值
80持仓数
49.6%前十大占比 · 第一大 7.9%
18 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BAI 新建仓+$918.28万
DTCR 新建仓+$735.42万
DYNF 加仓+$663.82万
AIQ 新建仓+$477.37万
PVAL 新建仓+$214.22万
2026Q2 卖出最多 按季末市值估算
SHLD 清仓-$842.85万
CGIE 减仓-$612.11万
IWY 减仓-$230.61万
JPST 减仓-$206.99万
GLTR 减仓-$196.74万
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 |
|---|---|---|---|---|---|---|---|---|
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -118,982 | -100.0% | -$842.85万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -9,821 | -100.0% | -$130.81万 | 清仓 |
| TOTL | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -15,909 | -100.0% | -$63.21万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -10,650 | -100.0% | -$49.06万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,168 | -100.0% | -$40.31万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -1,269 | -100.0% | -$36.01万 | 清仓 |
| IBMR | ISHARES TR | $0 | 0.00% | 0 | -11,000 | -100.0% | -$27.89万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,769 | -100.0% | -$24.41万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.85万 | 0.08% | 700 | 700 | — | $20.85万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $21.13万 | 0.08% | 2,250 | -175 | -7.2% | -$1.64万 | 减仓 |
| GOOGL | ALPHABET INC | $21.51万 | 0.08% | 602 | 602 | — | $21.51万 | 新建仓 |
| GEV | GE VERNOVA INC | $22.09万 | 0.09% | 188 | 188 | — | $22.09万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $23.91万 | 0.09% | 8,525 | 8,525 | — | $23.91万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $28.17万 | 0.11% | 1,000 | 0 | 0.0% | — | 不变 |
| — | TEMA ETF TRUST | $28.25万 | 0.11% | 6,850 | 6,850 | — | $28.25万 | 新建仓 |
| IBMS | ISHARES TR | $28.46万 | 0.11% | 11,000 | 11,000 | — | $28.46万 | 新建仓 |
| TSLA | TESLA INC | $29.02万 | 0.11% | 690 | 690 | — | $29.02万 | 新建仓 |
| SUSA | ISHARES TR | $30.86万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $34.44万 | 0.14% | 3,475 | 3,475 | — | $34.44万 | 新建仓 |
| SOXX | ISHARES TR | $36.52万 | 0.14% | 570 | 570 | — | $36.52万 | 新建仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $38.85万 | 0.15% | 6,915 | -1,185 | -14.6% | -$6.66万 | 减仓 |
| META | META PLATFORMS INC | $39.66万 | 0.16% | 704 | -20 | -2.8% | -$1.13万 | 减仓 |
| IBDU | ISHARES TR | $40.76万 | 0.16% | 17,600 | 3,600 | 25.7% | $8.34万 | 加仓 |
| IGV | ISHARES TR | $41.45万 | 0.16% | 4,575 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $42.21万 | 0.17% | 4,685 | -143 | -3.0% | -$1.29万 | 减仓 |
| OKLO | OKLO INC | $44.65万 | 0.18% | 8,533 | -560 | -6.2% | -$2.93万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $48.87万 | 0.19% | 4,107 | -217 | -5.0% | -$2.58万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $50.93万 | 0.20% | 17,400 | 17,400 | — | $50.93万 | 新建仓 |
| IBDT | ISHARES TR | $53.28万 | 0.21% | 21,100 | -5,100 | -19.5% | -$12.88万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $55.04万 | 0.22% | 14,965 | -166,425 | -91.7% | -$612.11万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $55.36万 | 0.22% | 953 | 953 | — | $55.36万 | 新建仓 |
| SUB | ISHARES TR | $59.38万 | 0.23% | 5,577 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $61.50万 | 0.24% | 7,490 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.86万 | 0.25% | 843 | -6 | -0.7% | -$4,474 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $70.25万 | 0.28% | 751 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $72.28万 | 0.29% | 7,111 | -135 | -1.9% | -$1.37万 | 减仓 |
| LLY | ELI LILLY & CO | $72.57万 | 0.29% | 605 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $73.89万 | 0.29% | 28,885 | -600 | -2.0% | -$1.53万 | 减仓 |
| IBMP | ISHARES TR | $76.72万 | 0.30% | 30,182 | 0 | 0.0% | — | 不变 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $83.97万 | 0.33% | 16,089 | -1,182 | -6.8% | -$6.17万 | 减仓 |
| AVGO | BROADCOM INC | $84.43万 | 0.33% | 2,235 | 10 | 0.4% | $3,778 | 加仓 |
| XAR | SPDR SERIES TRUST | $86.56万 | 0.34% | 3,050 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $95.29万 | 0.38% | 5,800 | -7 | -0.1% | -$1,150 | 减仓 |
| SPYV | SPDR SERIES TRUST | $100.94万 | 0.40% | 16,605 | -325 | -1.9% | -$1.98万 | 减仓 |
| WINN | HARBOR ETF TRUST | $102.57万 | 0.40% | 31,589 | -507 | -1.6% | -$1.65万 | 减仓 |
| MSFT | MICROSOFT CORP | $117.90万 | 0.47% | 3,161 | -483 | -13.3% | -$18.01万 | 减仓 |
| SMH | VANECK ETF TRUST | $124.36万 | 0.49% | 1,896 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $129.86万 | 0.51% | 1,125 | -93 | -7.6% | -$10.73万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $130.63万 | 0.52% | 27,050 | 27,050 | — | $130.63万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $134.44万 | 0.53% | 2,815 | -1 | -0.0% | -$478 | 减仓 |
| FLRN | SPDR SERIES TRUST | $135.15万 | 0.53% | 43,809 | 27,144 | 162.9% | $83.74万 | 加仓 |
| AAPL | APPLE INC | $147.17万 | 0.58% | 5,086 | 37 | 0.7% | $1.07万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $152.68万 | 0.60% | 9,232 | 497 | 5.7% | $8.22万 | 加仓 |
| OEF | ISHARES TR | $158.09万 | 0.62% | 4,321 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $161.31万 | 0.64% | 31,598 | 31,598 | — | $161.31万 | 新建仓 |
| — | KRANESHARES TRUST | $175.28万 | 0.69% | 42,523 | 42,523 | — | $175.28万 | 新建仓 |
| IUSV | ISHARES TR | $175.76万 | 0.69% | 15,956 | -8 | -0.1% | -$881 | 减仓 |
| — | WISDOMTREE TR | $188.83万 | 0.75% | 32,745 | 35 | 0.1% | $2,018 | 加仓 |
| QUAL | ISHARES TR | $195.14万 | 0.77% | 8,893 | -250 | -2.7% | -$5.49万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $214.22万 | 0.85% | 42,045 | 42,045 | — | $214.22万 | 新建仓 |
| IVV | ISHARES TR | $242.65万 | 0.96% | 3,240 | -24 | -0.7% | -$1.80万 | 减仓 |
| AMZN | AMAZON COM INC | $245.97万 | 0.97% | 10,320 | -54 | -0.5% | -$1.29万 | 减仓 |
| ARKX | ARK ETF TR | $250.96万 | 0.99% | 73,553 | 19,865 | 37.0% | $67.78万 | 加仓 |
| IBDS | ISHARES TR | $275.52万 | 1.09% | 113,756 | -29,408 | -20.5% | -$71.23万 | 减仓 |
| IWY | ISHARES TR | $287.74万 | 1.14% | 9,901 | -7,935 | -44.5% | -$230.61万 | 减仓 |
| GOOG | ALPHABET INC | $317.36万 | 1.25% | 8,982 | 203 | 2.3% | $7.17万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $370.63万 | 1.46% | 61,478 | -191 | -0.3% | -$1.15万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $444.05万 | 1.75% | 87,652 | 1,634 | 1.9% | $8.28万 | 加仓 |
| GARP | ISHARES TR | $446.86万 | 1.76% | 54,133 | -53 | -0.1% | -$4,375 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $453.23万 | 1.79% | 101,897 | 21,037 | 26.0% | $93.57万 | 加仓 |
| AIQ | GLOBAL X FDS | $477.37万 | 1.88% | 72,759 | 72,759 | — | $477.37万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $505.98万 | 2.00% | 27,933 | -10,861 | -28.0% | -$196.74万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $588.63万 | 2.32% | 46,073 | 2,905 | 6.7% | $37.11万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $658.28万 | 2.60% | 21,727 | 102 | 0.5% | $3.09万 | 加仓 |
| GRNY | TIDAL TRUST I | $689.49万 | 2.72% | 249,361 | 16,130 | 6.9% | $44.60万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $721.26万 | 2.85% | 106,052 | 97,607 | 1,155.8% | $663.82万 | 加仓 |
| DTCR | GLOBAL X FDS | $735.42万 | 2.90% | 242,154 | 242,154 | — | $735.42万 | 新建仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $778.35万 | 3.07% | 121,850 | 7,866 | 6.9% | $50.25万 | 加仓 |
| PWRD | TCW ETF TRUST | $868.21万 | 3.43% | 70,610 | -1,853 | -2.6% | -$22.78万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $918.28万 | 3.62% | 174,181 | 174,181 | — | $918.28万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $934.49万 | 3.69% | 46,703 | -9 | -0.0% | -$1,801 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,010.41万 | 3.99% | 13,721 | -359 | -2.5% | -$26.44万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,016.16万 | 4.01% | 62,905 | -4,174 | -6.2% | -$67.43万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,049.12万 | 4.14% | 265,332 | 26,723 | 11.2% | $105.66万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,257.38万 | 4.96% | 240,233 | 19,860 | 9.0% | $103.95万 | 加仓 |
| FLXR | TCW ETF TRUST | $1,512.43万 | 5.97% | 385,728 | -42,261 | -9.9% | -$165.70万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,994.19万 | 7.87% | 394,346 | -40,932 | -9.4% | -$206.99万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,010.67万 | 7.93% | 408,012 | -799 | -0.2% | -$3.94万 | 减仓 |