4J Wealth Management LLC
MCLEAN VA · SEC CIK 0001840775
$1.76亿2026Q1 申报市值
101持仓数
56.2%前十大占比 · 第一大 12.9%
9 / 4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
BLACKROCK ETF TR 新建仓+$458.15万
DYNF 加仓+$430.60万
BINC 加仓+$148.85万
TTEQ 加仓+$146.68万
IBDU 加仓+$61.40万
2026Q1 卖出最多 按季末市值估算
INNOVATOR ETFS T 减仓-$293.25万
IVV 减仓-$239.34万
IAU 减仓-$81.13万
AKRE 清仓-$41.82万
TFLR 减仓-$39.56万
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 |
|---|---|---|---|---|---|---|---|---|
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -6,384 | -100.0% | -$41.82万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,075 | -100.0% | -$24.61万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,266 | -100.0% | -$23.28万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,543 | -100.0% | -$20.42万 | 清仓 |
| VLUE | ISHARES TR | $20.30万 | 0.12% | 1,428 | 1,428 | — | $20.30万 | 新建仓 |
| T | AT&T INC | $20.40万 | 0.12% | 7,037 | 7,037 | — | $20.40万 | 新建仓 |
| LLY | ELI LILLY & CO | $20.42万 | 0.12% | 222 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $20.92万 | 0.12% | 1,265 | 1,265 | — | $20.92万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $22.20万 | 0.13% | 7,363 | 7,363 | — | $22.20万 | 新建仓 |
| IBTG | ISHARES TR | $22.31万 | 0.13% | 9,737 | -2,505 | -20.5% | -$5.74万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $23.04万 | 0.13% | 11,740 | 11,740 | — | $23.04万 | 新建仓 |
| IJR | ISHARES TR | $23.13万 | 0.13% | 1,861 | 1 | 0.1% | $124 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $23.16万 | 0.13% | 11,860 | 11,860 | — | $23.16万 | 新建仓 |
| LII | LENNOX INTL INC | $23.25万 | 0.13% | 501 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $23.55万 | 0.13% | 7,036 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $23.70万 | 0.13% | 1,664 | -245 | -12.8% | -$3.49万 | 减仓 |
| AZN | ASTRAZENECA PLC | $24.38万 | 0.14% | 1,236 | 1,236 | — | $24.38万 | 新建仓 |
| MTUM | ISHARES TR | $25.86万 | 0.15% | 1,078 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $26.28万 | 0.15% | 4,999 | 290 | 6.2% | $1.52万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.95万 | 0.15% | 6,850 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $27.98万 | 0.16% | 2,932 | -116 | -3.8% | -$1.11万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $28.26万 | 0.16% | 744 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $28.57万 | 0.16% | 5,750 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $29.31万 | 0.17% | 4,340 | 101 | 2.4% | $6,821 | 加仓 |
| ABBV | ABBVIE INC | $30.30万 | 0.17% | 1,393 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $30.35万 | 0.17% | 1,643 | -30 | -1.8% | -$5,542 | 减仓 |
| IXN | ISHARES TR | $30.43万 | 0.17% | 3,044 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $31.55万 | 0.18% | 1,551 | 37 | 2.4% | $7,527 | 加仓 |
| V | VISA INC | $31.90万 | 0.18% | 1,055 | -41 | -3.7% | -$1.24万 | 减仓 |
| CVX | CHEVRON CORPORATION | $32.32万 | 0.18% | 1,562 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $32.35万 | 0.18% | 14,119 | -79 | -0.6% | -$1,810 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $33.46万 | 0.19% | 1,137 | 101 | 9.7% | $2.97万 | 加仓 |
| MCO | MOODYS CORP | $33.84万 | 0.19% | 776 | -61 | -7.3% | -$2.66万 | 减仓 |
| IBDV | ISHARES TR | $34.78万 | 0.20% | 15,888 | 720 | 4.7% | $1.58万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $35.37万 | 0.20% | 2,162 | 2,162 | — | $35.37万 | 新建仓 |
| AGX | ARGAN INC | $36.49万 | 0.21% | 670 | -10 | -1.5% | -$5,447 | 减仓 |
| HGER | HARBOR ETF TRUST | $36.56万 | 0.21% | 11,789 | 1,625 | 16.0% | $5.04万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $38.39万 | 0.22% | 9,993 | 276 | 2.8% | $1.06万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $38.66万 | 0.22% | 1,278 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $39.23万 | 0.22% | 4,080 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $40.06万 | 0.23% | 402 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $41.35万 | 0.24% | 357 | -2 | -0.6% | -$2,317 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $41.39万 | 0.24% | 1,361 | -60 | -4.2% | -$1.82万 | 减仓 |
| GEV | GE VERNOVA INC | $42.25万 | 0.24% | 484 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $43.12万 | 0.25% | 1,387 | -125 | -8.3% | -$3.89万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $45.00万 | 0.26% | 1,376 | 220 | 19.0% | $7.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $45.42万 | 0.26% | 1,858 | -320 | -14.7% | -$7.82万 | 减仓 |
| IGM | ISHARES TR | $45.44万 | 0.26% | 3,834 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $47.62万 | 0.27% | 9,501 | -200 | -2.1% | -$1.00万 | 减仓 |
| IBDW | ISHARES TR | $48.16万 | 0.27% | 23,010 | 750 | 3.4% | $1.57万 | 加仓 |
| BN | BROOKFIELD CORP | $48.61万 | 0.28% | 12,011 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $51.49万 | 0.29% | 2,439 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $52.39万 | 0.30% | 2,730 | 1,185 | 76.7% | $22.74万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $52.97万 | 0.30% | 10,420 | 316 | 3.1% | $1.61万 | 加仓 |
| GE | GE AEROSPACE | $55.82万 | 0.32% | 1,967 | 107 | 5.8% | $3.04万 | 加仓 |
| USMV | ISHARES TR | $58.20万 | 0.33% | 6,275 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $64.03万 | 0.36% | 3,338 | -269 | -7.5% | -$5.16万 | 减仓 |
| SLQD | ISHARES TR | $69.02万 | 0.39% | 13,671 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $69.96万 | 0.40% | 2,181 | 1 | 0.0% | $321 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $72.67万 | 0.41% | 5,544 | 0 | 0.0% | — | 不变 |
| QFLR | INNOVATOR ETFS TRUST | $72.96万 | 0.41% | 21,910 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $73.01万 | 0.41% | 4,963 | 20 | 0.4% | $2,942 | 加仓 |
| IGIB | ISHARES TR | $75.35万 | 0.43% | 14,158 | -2,128 | -13.1% | -$11.33万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $76.52万 | 0.43% | 21,309 | -545 | -2.5% | -$1.96万 | 减仓 |
| GLD | SPDR GOLD TR | $77.54万 | 0.44% | 1,802 | -160 | -8.2% | -$6.88万 | 减仓 |
| IBDT | ISHARES TR | $78.12万 | 0.44% | 30,842 | 1,651 | 5.7% | $4.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $79.99万 | 0.45% | 1,386 | 56 | 4.2% | $3.23万 | 加仓 |
| IBTH | ISHARES TR | $81.09万 | 0.46% | 36,151 | -340 | -0.9% | -$7,626 | 减仓 |
| MUB | ISHARES TR | $82.35万 | 0.47% | 7,757 | -50 | -0.6% | -$5,308 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $83.70万 | 0.48% | 1,287 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $86.45万 | 0.49% | 17,174 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $87.01万 | 0.49% | 15,351 | 6,747 | 78.4% | $38.24万 | 加仓 |
| IVW | ISHARES TR | $95.70万 | 0.54% | 8,461 | -16 | -0.2% | -$1,810 | 减仓 |
| META | META PLATFORMS INC | $97.51万 | 0.55% | 1,704 | 36 | 2.2% | $2.06万 | 加仓 |
| GOOGL | ALPHABET INC | $101.23万 | 0.58% | 3,520 | -103 | -2.8% | -$2.96万 | 减仓 |
| IBDS | ISHARES TR | $113.00万 | 0.64% | 46,618 | 5,656 | 13.8% | $13.71万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $124.20万 | 0.71% | 2,486 | -217 | -8.0% | -$10.84万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $149.94万 | 0.85% | 12,212 | -40 | -0.3% | -$4,911 | 减仓 |
| TSLA | TESLA INC | $164.83万 | 0.94% | 4,434 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $169.50万 | 0.96% | 32,640 | 28,663 | 720.7% | $148.85万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $175.31万 | 1.00% | 42,864 | -3,282 | -7.1% | -$13.42万 | 减仓 |
| SHY | ISHARES TR | $182.50万 | 1.04% | 22,103 | -291 | -1.3% | -$2.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $184.11万 | 1.05% | 4,974 | 120 | 2.5% | $4.44万 | 加仓 |
| IBDR | ISHARES TR | $203.45万 | 1.16% | 83,930 | -1,865 | -2.2% | -$4.52万 | 减仓 |
| IAU | ISHARES GOLD TR | $203.54万 | 1.16% | 23,088 | -9,203 | -28.5% | -$81.13万 | 减仓 |
| — | EXXON MOBIL CORP | $209.37万 | 1.19% | 12,341 | -274 | -2.2% | -$4.65万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $211.87万 | 1.20% | 56,848 | -78,683 | -58.1% | -$293.25万 | 减仓 |
| TCAL | T ROWE PRICE ETF INC | $214.52万 | 1.22% | 95,981 | 8,168 | 9.3% | $18.26万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $217.42万 | 1.24% | 43,702 | 10,125 | 30.2% | $50.37万 | 加仓 |
| DGRO | ISHARES TR | $256.58万 | 1.46% | 36,560 | -163 | -0.4% | -$1.14万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $259.52万 | 1.48% | 3,804 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $268.22万 | 1.52% | 12,879 | 198 | 1.6% | $4.12万 | 加仓 |
| IBDU | ISHARES TR | $276.78万 | 1.57% | 118,996 | 26,396 | 28.5% | $61.40万 | 加仓 |
| GOOG | ALPHABET INC | $366.18万 | 2.08% | 12,765 | -667 | -5.0% | -$19.13万 | 减仓 |
| AAPL | APPLE INC | $435.52万 | 2.48% | 17,161 | -57 | -0.3% | -$1.45万 | 减仓 |
| — | BLACKROCK ETF TRUST | $458.15万 | 2.60% | 159,055 | 159,055 | — | $458.15万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $505.75万 | 2.87% | 28,999 | -374 | -1.3% | -$6.52万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $643.23万 | 3.66% | 13,423 | -51 | -0.4% | -$2.44万 | 减仓 |