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 |
|---|---|---|---|---|---|---|---|---|
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $309.82万 | 1.52% | 65,184 | 22,320 | 52.1% | $106.09万 | 加仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $320.00万 | 1.57% | 64,295 | 20,593 | 47.1% | $102.49万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $328.80万 | 1.61% | 62,820 | 30,180 | 92.5% | $157.96万 | 加仓 |
| DGRO | ISHARES TR | $374.63万 | 1.84% | 49,430 | 12,870 | 35.2% | $97.54万 | 加仓 |
| GOOG | ALPHABET INC | $448.21万 | 2.20% | 12,685 | -80 | -0.6% | -$2.83万 | 减仓 |
| AAPL | APPLE INC | $480.16万 | 2.36% | 16,594 | -567 | -3.3% | -$16.41万 | 减仓 |
| — | BLACKROCK ETF TRUST | $554.58万 | 2.72% | 184,793 | 25,738 | 16.2% | $77.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $579.04万 | 2.84% | 28,939 | -60 | -0.2% | -$1.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $661.97万 | 3.25% | 13,229 | -194 | -1.4% | -$9.71万 | 减仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $666.16万 | 3.27% | 132,148 | -9,228 | -6.5% | -$46.52万 | 减仓 |
| IEI | ISHARES TR | $769.73万 | 3.78% | 65,537 | 7,743 | 13.4% | $90.94万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $844.73万 | 4.14% | 205,529 | -64,768 | -24.0% | -$266.20万 | 减仓 |
| TTEQ | T ROWE PRICE EXCHANGE-TRADED | $1,057.96万 | 5.19% | 237,210 | 5,021 | 2.2% | $22.39万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,804.65万 | 8.85% | 265,350 | 45,444 | 20.7% | $309.06万 | 加仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $1,884.26万 | 9.24% | 491,077 | 3,488 | 0.7% | $13.38万 | 加仓 |
| IVV | ISHARES TR | $2,567.18万 | 12.59% | 34,280 | -353 | -1.0% | -$26.44万 | 减仓 |