AJ Advisors, LLC
NASHVILLE TN · SEC CIK 0001951167
$3.22亿2026Q2 申报市值
37持仓数
85.9%前十大占比 · 第一大 23.8%
3 / 1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
HYMB 新建仓+$304.44万
VOO 加仓+$191.34万
IGRO 加仓+$167.39万
STIP 加仓+$63.53万
VO 加仓+$59.62万
2026Q2 卖出最多 按季末市值估算
SMH 减仓-$34.04万
GMED 清仓-$20.67万
AMZN 减仓-$3.24万
AAPL 减仓-$1.45万
NVDA 减仓-$1.28万
2026Q2 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 | $7,670.54万 | 23.83% | 111,684 | 2,786 | 2.6% | $191.34万 | 加仓 |
| IGRO | ISHARES TR | $4,067.14万 | 12.64% | 462,543 | 19,037 | 4.3% | $167.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,062.55万 | 12.62% | 55,168 | 659 | 1.2% | $48.53万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,035.78万 | 6.33% | 252,672 | 7,400 | 3.0% | $59.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,024.26万 | 6.29% | 66,781 | 1,269 | 1.9% | $38.47万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,800.01万 | 5.59% | 82,596 | 1,916 | 2.4% | $41.76万 | 加仓 |
| STIP | ISHARES TR | $1,570.38万 | 4.88% | 153,718 | 6,219 | 4.2% | $63.53万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,538.24万 | 4.78% | 23,453 | -519 | -2.2% | -$34.04万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,464.83万 | 4.55% | 180,710 | 1,963 | 1.1% | $15.91万 | 加仓 |
| AOM | ISHARES TR | $1,412.36万 | 4.39% | 283,095 | 8,229 | 3.0% | $41.05万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,147.50万 | 3.57% | 148,577 | 5,830 | 4.1% | $45.03万 | 加仓 |
| PTRB | PGIM ETF TR | $784.60万 | 2.44% | 189,244 | 7,332 | 4.0% | $30.40万 | 加仓 |
| PYLD | PIMCO ETF TR | $573.38万 | 1.78% | 216,205 | 9,320 | 4.5% | $24.72万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $304.44万 | 0.95% | 119,670 | 119,670 | — | $304.44万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $302.87万 | 0.94% | 62,460 | 2,031 | 3.4% | $9.85万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $156.59万 | 0.49% | 4,784 | 15 | 0.3% | $4,910 | 加仓 |
| AAPL | APPLE INC | $149.24万 | 0.46% | 5,157 | -50 | -1.0% | -$1.45万 | 减仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $148.71万 | 0.46% | 77,941 | 3,920 | 5.3% | $7.48万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $135.91万 | 0.42% | 1,820 | 5 | 0.3% | $3,734 | 加仓 |
| GOOGL | ALPHABET INC | $131.52万 | 0.41% | 3,680 | -15 | -0.4% | -$5,361 | 减仓 |
| MSFT | MICROSOFT CORP | $94.00万 | 0.29% | 2,520 | 43 | 1.7% | $1.60万 | 加仓 |
| AMZN | AMAZON COM INC | $81.23万 | 0.25% | 3,408 | -136 | -3.8% | -$3.24万 | 减仓 |
| V | VISA INC | $55.71万 | 0.17% | 1,624 | -10 | -0.6% | -$3,431 | 减仓 |
| HD | HOME DEPOT INC | $55.04万 | 0.17% | 1,561 | -30 | -1.9% | -$1.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $47.57万 | 0.15% | 2,378 | -64 | -2.6% | -$1.28万 | 减仓 |
| BLK | BLACKROCK INC | $46.57万 | 0.14% | 484 | -2 | -0.4% | -$1,924 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.48万 | 0.14% | 869 | -7 | -0.8% | -$3,503 | 减仓 |
| HCA | HCA HEALTHCARE INC | $41.93万 | 0.13% | 1,075 | 14 | 1.3% | $5,460 | 加仓 |
| SPYM | SPDR SERIES TRUST | $41.79万 | 0.13% | 4,755 | 118 | 2.5% | $1.04万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $35.16万 | 0.11% | 11,718 | 13 | 0.1% | $390 | 加仓 |
| IVV | ISHARES TR | $27.60万 | 0.09% | 369 | -3 | -0.8% | -$2,244 | 减仓 |
| MA | MASTERCARD INCORPORATED | $27.27万 | 0.08% | 531 | 1 | 0.2% | $514 | 加仓 |
| PG | PROCTER & GAMBLE CO | $23.25万 | 0.07% | 1,586 | -34 | -2.1% | -$4,985 | 减仓 |
| DVY | ISHARES TR | $22.85万 | 0.07% | 1,462 | 12 | 0.8% | $1,875 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.47万 | 0.07% | 240 | -5 | -2.0% | -$4,681 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.68万 | 0.07% | 522 | 522 | — | $21.68万 | 新建仓 |
| — | OPEN LENDING CORP | $14.44万 | 0.04% | 46,418 | 46,418 | — | $14.44万 | 新建仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -2,399 | -100.0% | -$20.67万 | 清仓 |