4J Wealth Management LLC
MCLEAN VA · SEC CIK 0001840775
$2.04亿2026Q2 申报市值
111持仓数
55.9%前十大占比 · 第一大 12.6%
13 / 5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
DYNF 加仓+$309.06万
BLCR 新建仓+$192.39万
JEPI 加仓+$165.87万
BINC 加仓+$157.96万
IGF 新建仓+$128.39万
2026Q2 卖出最多 按季末市值估算
TCAF 减仓-$266.20万
TCAL 清仓-$214.52万
IBDR 清仓-$203.45万
IBDS 清仓-$113.00万
TFLR 减仓-$46.52万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TCAL | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -95,981 | -100.0% | -$214.52万 | 清仓 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -83,930 | -100.0% | -$203.45万 | 清仓 |
| IBDS | ISHARES TR | $0 | 0.00% | 0 | -46,618 | -100.0% | -$113.00万 | 清仓 |
| IBTG | ISHARES TR | $0 | 0.00% | 0 | -9,737 | -100.0% | -$22.31万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,037 | -100.0% | -$20.40万 | 清仓 |
| DOV | DOVER CORP | $20.57万 | 0.10% | 917 | 917 | — | $20.57万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.63万 | 0.10% | 872 | 872 | — | $20.63万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $20.82万 | 0.10% | 744 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $20.89万 | 0.10% | 1,408 | -453 | -24.3% | -$6.72万 | 减仓 |
| DE | DEERE & CO | $20.93万 | 0.10% | 330 | 330 | — | $20.93万 | 新建仓 |
| SOXX | ISHARES TR | $21.21万 | 0.10% | 331 | 331 | — | $21.21万 | 新建仓 |
| BAPR | INNOVATOR ETFS TRUST | $21.30万 | 0.10% | 4,000 | 4,000 | — | $21.30万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.58万 | 0.11% | 519 | -219 | -29.7% | -$9.11万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $22.29万 | 0.11% | 748 | 748 | — | $22.29万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $22.43万 | 0.11% | 2,604 | 2,170 | 500.0% | $18.69万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $22.89万 | 0.11% | 1,265 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.94万 | 0.11% | 848 | -539 | -38.9% | -$14.58万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $23.03万 | 0.11% | 11,740 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $23.16万 | 0.11% | 11,860 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $23.27万 | 0.11% | 194 | -28 | -12.6% | -$3.36万 | 减仓 |
| AZN | ASTRAZENECA PLC | $23.44万 | 0.11% | 1,236 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $24.11万 | 0.12% | 7,036 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $25.05万 | 0.12% | 1,525 | -139 | -8.4% | -$2.28万 | 减仓 |
| IGSB | ISHARES TR | $25.94万 | 0.13% | 4,949 | -50 | -1.0% | -$2,621 | 减仓 |
| CVX | CHEVRON CORPORATION | $26.14万 | 0.13% | 1,577 | 15 | 1.0% | $2,486 | 加仓 |
| GOVT | ISHARES TR | $26.92万 | 0.13% | 11,815 | -2,304 | -16.3% | -$5.25万 | 减仓 |
| LII | LENNOX INTL INC | $26.99万 | 0.13% | 471 | -30 | -6.0% | -$1.72万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $27.44万 | 0.13% | 1,593 | -50 | -3.0% | -$8,613 | 减仓 |
| IEF | ISHARES TR | $27.53万 | 0.14% | 2,912 | -20 | -0.7% | -$1,891 | 减仓 |
| — | T ROWE PRICE EXCHANGE-TRADED | $27.62万 | 0.14% | 10,975 | 10,975 | — | $27.62万 | 新建仓 |
| CSCO | CISCO SYS INC | $27.89万 | 0.14% | 2,375 | 2,375 | — | $27.89万 | 新建仓 |
| VLUE | ISHARES TR | $28.53万 | 0.14% | 1,428 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $28.83万 | 0.14% | 6,850 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $28.93万 | 0.14% | 3,752 | -588 | -13.5% | -$4.53万 | 减仓 |
| NFLX | NETFLIX INC. | $29.13万 | 0.14% | 4,080 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $31.23万 | 0.15% | 5,750 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $32.87万 | 0.16% | 1,545 | -1,185 | -43.4% | -$25.21万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $33.27万 | 0.16% | 9,993 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $33.91万 | 0.17% | 749 | -27 | -3.5% | -$1.22万 | 减仓 |
| IBDV | ISHARES TR | $34.64万 | 0.17% | 15,888 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $34.65万 | 0.17% | 1,377 | -16 | -1.1% | -$4,026 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $35.67万 | 0.17% | 309 | 309 | — | $35.67万 | 新建仓 |
| V | VISA INC | $36.21万 | 0.18% | 1,055 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $36.75万 | 0.18% | 1,123 | -14 | -1.2% | -$4,581 | 减仓 |
| MTUM | ISHARES TR | $36.95万 | 0.18% | 1,078 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $38.17万 | 0.19% | 408 | 6 | 1.5% | $5,613 | 加仓 |
| IXN | ISHARES TR | $38.95万 | 0.19% | 2,696 | -348 | -11.4% | -$5.03万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $41.46万 | 0.20% | 2,162 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $43.23万 | 0.21% | 1,278 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $43.98万 | 0.22% | 1,331 | -30 | -2.2% | -$9,914 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $45.13万 | 0.22% | 339 | -18 | -5.0% | -$2.40万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $46.81万 | 0.23% | 1,843 | -15 | -0.8% | -$3,810 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $47.17万 | 0.23% | 9,406 | -95 | -1.0% | -$4,764 | 减仓 |
| IBDW | ISHARES TR | $47.95万 | 0.24% | 23,010 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $50.99万 | 0.25% | 1,376 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $51.15万 | 0.25% | 12,011 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $51.75万 | 0.25% | 648 | -22 | -3.3% | -$1.76万 | 减仓 |
| IVE | ISHARES TR | $53.22万 | 0.26% | 2,344 | -95 | -3.9% | -$2.16万 | 减仓 |
| QUAL | ISHARES TR | $56.79万 | 0.28% | 2,588 | -750 | -22.5% | -$16.46万 | 减仓 |
| GEV | GE VERNOVA INC | $56.86万 | 0.28% | 484 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $57.24万 | 0.28% | 5,934 | -341 | -5.4% | -$3.29万 | 减仓 |
| IGM | ISHARES TR | $62.72万 | 0.31% | 3,834 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $65.35万 | 0.32% | 12,900 | 2,480 | 23.8% | $12.56万 | 加仓 |
| SLQD | ISHARES TR | $66.08万 | 0.32% | 13,118 | -553 | -4.0% | -$2.79万 | 减仓 |
| GLD | SPDR GOLD TR | $66.38万 | 0.33% | 1,802 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $68.37万 | 0.34% | 12,858 | -1,300 | -9.2% | -$6.91万 | 减仓 |
| ORCL | ORACLE CORP | $71.34万 | 0.35% | 4,868 | -95 | -1.9% | -$1.39万 | 减仓 |
| GE | GE AEROSPACE | $71.72万 | 0.35% | 1,919 | -48 | -2.4% | -$1.79万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $75.85万 | 0.37% | 5,544 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $76.08万 | 0.37% | 19,354 | -1,955 | -9.2% | -$7.69万 | 减仓 |
| MUB | ISHARES TR | $76.92万 | 0.38% | 7,147 | -610 | -7.9% | -$6.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $77.32万 | 0.38% | 1,331 | -220 | -14.2% | -$12.78万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $78.83万 | 0.39% | 21,610 | -300 | -1.4% | -$1.09万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $81.98万 | 0.40% | 2,215 | 34 | 1.6% | $1.26万 | 加仓 |
| HGER | HARBOR ETF TRUST | $84.03万 | 0.41% | 28,639 | 16,850 | 142.9% | $49.44万 | 加仓 |
| IBDT | ISHARES TR | $84.49万 | 0.41% | 33,460 | 2,618 | 8.5% | $6.61万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $84.99万 | 0.42% | 16,869 | -305 | -1.8% | -$1.54万 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $85.66万 | 0.42% | 19,534 | 19,534 | — | $85.66万 | 新建仓 |
| TURF | T ROWE PRICE EXCHANGE-TRADED | $90.62万 | 0.44% | 29,157 | 29,157 | — | $90.62万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $94.04万 | 0.46% | 30,723 | 23,360 | 317.3% | $71.51万 | 加仓 |
| IBTH | ISHARES TR | $95.03万 | 0.47% | 42,483 | 6,332 | 17.5% | $14.16万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $96.11万 | 0.47% | 1,287 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $97.64万 | 0.48% | 1,733 | 29 | 1.7% | $1.63万 | 加仓 |
| QQQ | INVESCO QQQ TR | $101.02万 | 0.50% | 1,372 | -14 | -1.0% | -$1.03万 | 减仓 |
| IVW | ISHARES TR | $110.86万 | 0.54% | 8,061 | -400 | -4.7% | -$5.50万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $114.83万 | 0.56% | 2,236 | -250 | -10.1% | -$12.84万 | 减仓 |
| GOOGL | ALPHABET INC | $127.74万 | 0.63% | 3,575 | 55 | 1.6% | $1.97万 | 加仓 |
| IGF | ISHARES TR | $128.39万 | 0.63% | 19,278 | 19,278 | — | $128.39万 | 新建仓 |
| SHY | ISHARES TR | $160.29万 | 0.79% | 19,521 | -2,582 | -11.7% | -$21.20万 | 减仓 |
| — | EXXON MOBIL CORP | $168.32万 | 0.83% | 12,312 | -29 | -0.2% | -$3,965 | 减仓 |
| MSFT | MICROSOFT CORP | $179.86万 | 0.88% | 4,822 | -152 | -3.1% | -$5.67万 | 减仓 |
| TSLA | TESLA INC | $186.49万 | 0.91% | 4,434 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $192.39万 | 0.94% | 38,195 | 38,195 | — | $192.39万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $196.70万 | 0.96% | 3,862 | 58 | 1.5% | $2.95万 | 加仓 |
| IAU | ISHARES GOLD TR | $197.51万 | 0.97% | 26,157 | 3,069 | 13.3% | $23.17万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $208.78万 | 1.02% | 12,290 | 78 | 0.6% | $1.33万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $219.33万 | 1.08% | 54,614 | -2,234 | -3.9% | -$8.97万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $252.57万 | 1.24% | 44,718 | 29,367 | 191.3% | $165.87万 | 加仓 |
| IBDU | ISHARES TR | $291.95万 | 1.43% | 126,059 | 7,063 | 5.9% | $16.36万 | 加仓 |
| AMZN | AMAZON COM INC | $297.20万 | 1.46% | 12,470 | -409 | -3.2% | -$9.75万 | 减仓 |