AJ Advisors, LLC
NASHVILLE TN · SEC CIK 0001951167
$2.70亿2026Q1 申报市值
33持仓数
87.5%前十大占比 · 第一大 24.1%
0 / 1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
VOO 加仓+$265.67万
QQQ 加仓+$122.19万
IGRO 加仓+$119.20万
VO 加仓+$61.54万
STIP 加仓+$56.93万
2026Q1 卖出最多 按季末市值估算
BPRE 清仓-$24.30万
SMH 减仓-$24.12万
JPM 减仓-$11.00万
SPYM 减仓-$3.15万
PG 减仓-$1.79万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $6,507.20万 | 24.14% | 108,898 | 4,446 | 4.3% | $265.67万 | 加仓 |
| IGRO | ISHARES TR | $3,715.25万 | 13.78% | 443,506 | 14,229 | 3.3% | $119.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,146.13万 | 11.67% | 54,509 | 2,117 | 4.0% | $122.19万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,760.94万 | 6.53% | 61,318 | 2,143 | 3.6% | $61.54万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,715.88万 | 6.37% | 65,512 | 1,468 | 2.3% | $38.45万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,582.95万 | 5.87% | 80,680 | 1,555 | 2.0% | $30.51万 | 加仓 |
| STIP | ISHARES TR | $1,525.58万 | 5.66% | 147,499 | 5,504 | 3.9% | $56.93万 | 加仓 |
| AOM | ISHARES TR | $1,302.04万 | 4.83% | 274,866 | 5,770 | 2.1% | $27.33万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,220.48万 | 4.53% | 178,747 | 3,298 | 1.9% | $22.52万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,104.57万 | 4.10% | 142,747 | 4,297 | 3.1% | $33.25万 | 加仓 |
| SMH | VANECK ETF TRUST | $919.08万 | 3.41% | 23,972 | -629 | -2.6% | -$24.12万 | 减仓 |
| PTRB | PGIM ETF TR | $755.12万 | 2.80% | 181,912 | 5,074 | 2.9% | $21.06万 | 加仓 |
| PYLD | PIMCO ETF TR | $542.04万 | 2.01% | 206,885 | 10,165 | 5.2% | $26.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $140.29万 | 0.52% | 4,769 | -374 | -7.3% | -$11.00万 | 减仓 |
| AAPL | APPLE INC | $132.14万 | 0.49% | 5,207 | -55 | -1.0% | -$1.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $118.06万 | 0.44% | 1,815 | 21 | 1.2% | $1.37万 | 加仓 |
| GOOGL | ALPHABET INC | $106.25万 | 0.39% | 3,695 | 28 | 0.8% | $8,052 | 加仓 |
| MSFT | MICROSOFT CORP | $91.70万 | 0.34% | 2,477 | 19 | 0.8% | $7,034 | 加仓 |
| AMZN | AMAZON COM INC | $73.81万 | 0.27% | 3,544 | 156 | 4.6% | $3.25万 | 加仓 |
| HD | HOME DEPOT INC | $52.32万 | 0.19% | 1,591 | -14 | -0.9% | -$4,604 | 减仓 |
| HCA | HCA HEALTHCARE INC | $50.22万 | 0.19% | 1,061 | 24 | 2.3% | $1.14万 | 加仓 |
| V | VISA INC | $49.40万 | 0.18% | 1,634 | 54 | 3.4% | $1.63万 | 加仓 |
| BLK | BLACKROCK INC | $46.70万 | 0.17% | 486 | -7 | -1.4% | -$6,727 | 减仓 |
| NVDA | NVIDIA CORPORATION | $42.59万 | 0.16% | 2,442 | 82 | 3.5% | $1.43万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.98万 | 0.16% | 876 | 32 | 3.8% | $1.53万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $35.49万 | 0.13% | 4,637 | -411 | -8.1% | -$3.15万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $35.20万 | 0.13% | 11,705 | -109 | -0.9% | -$3,278 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.49万 | 0.10% | 530 | 24 | 4.7% | $1.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.40万 | 0.09% | 245 | 21 | 9.4% | $2.09万 | 重新持有 |
| IVV | ISHARES TR | $24.27万 | 0.09% | 372 | 1 | 0.3% | $653 | 加仓 |
| PG | PROCTER & GAMBLE CO | $23.40万 | 0.09% | 1,620 | -124 | -7.1% | -$1.79万 | 减仓 |
| DVY | ISHARES TR | $21.95万 | 0.08% | 1,450 | 11 | 0.8% | $1,665 | 加仓 |
| GMED | GLOBUS MED INC | $20.67万 | 0.08% | 2,399 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -16,199 | -100.0% | -$24.30万 | 清仓 |