13F 机构持仓

4J Wealth Management LLC

MCLEAN VA · SEC CIK 0001840775

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.04亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 12.6%
TOUS 9.2%
DYNF 8.9%
TTEQ 5.2%
TCAF 4.1%
IEI 3.8%
TFLR 3.3%
BRK/B 3.2%
NVDA 2.8%
BLACKROCK ETF 2.7%

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 22,32052.1% $106.09万 加仓
TBUX T ROWE PRICE EXCHANGE-TRADED $320.00万1.57%64,295 20,59347.1% $102.49万 加仓
BINC BLACKROCK ETF TRUST II $328.80万1.61%62,820 30,18092.5% $157.96万 加仓
DGRO ISHARES TR $374.63万1.84%49,430 12,87035.2% $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 25,73816.2% $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 7,74313.4% $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 5,0212.2% $22.39万 加仓
DYNF BLACKROCK ETF TRUST $1,804.65万8.85%265,350 45,44420.7% $309.06万 加仓
TOUS T ROWE PRICE EXCHANGE-TRADED $1,884.26万9.24%491,077 3,4880.7% $13.38万 加仓
IVV ISHARES TR $2,567.18万12.59%34,280 -353-1.0% -$26.44万 减仓