LJI Wealth Management, LLC
INDIANAPOLIS IN · SEC CIK 0001988563
$6.26亿2026Q1 申报市值
194持仓数
69.4%前十大占比 · 第一大 27.8%
14 / 9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
SLQD 加仓+$299.52万
ITOT 加仓+$180.00万
ICSH 新建仓+$168.29万
IWM 加仓+$128.71万
IWR 加仓+$128.37万
2026Q1 卖出最多 按季末市值估算
DFUS 减仓-$267.59万
DIMENSIONAL ETF 减仓-$240.76万
TGT 减仓-$213.37万
DIMENSIONAL ETF 减仓-$209.68万
AVUV 减仓-$174.67万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC | $48.59万 | 0.08% | 1,054 | -6 | -0.6% | -$2,766 | 减仓 |
| VB | VANGUARD INDEX FDS | $49.70万 | 0.08% | 1,897 | 428 | 29.1% | $11.21万 | 加仓 |
| DIS | DISNEY WALT CO | $50.04万 | 0.08% | 5,192 | 127 | 2.5% | $1.22万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $50.18万 | 0.08% | 2,614 | -895 | -25.5% | -$17.18万 | 减仓 |
| JOBY | JOBY AVIATION INC | $50.47万 | 0.08% | 61,100 | 27,025 | 79.3% | $22.32万 | 加仓 |
| INTC | INTEL CORP | $50.70万 | 0.08% | 11,488 | 100 | 0.9% | $4,413 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $50.86万 | 0.08% | 8,302 | -80 | -1.0% | -$4,901 | 减仓 |
| BSVO | EA SERIES TRUST | $51.52万 | 0.08% | 20,306 | -6,756 | -25.0% | -$17.14万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.95万 | 0.08% | 1,537 | -93 | -5.7% | -$3.14万 | 减仓 |
| MUB | ISHARES TR | $53.14万 | 0.08% | 5,006 | -5,785 | -53.6% | -$61.41万 | 减仓 |
| KLAC | KLA CORP | $54.02万 | 0.09% | 367 | -134 | -26.7% | -$19.72万 | 减仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $54.51万 | 0.09% | 8,000 | -14,500 | -64.4% | -$98.80万 | 减仓 |
| HD | HOME DEPOT INC | $54.75万 | 0.09% | 1,665 | 23 | 1.4% | $7,563 | 加仓 |
| IEFA | ISHARES TR | $55.33万 | 0.09% | 6,112 | -75 | -1.2% | -$6,790 | 减仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $56.33万 | 0.09% | 40,935 | -585 | -1.4% | -$8,050 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $56.36万 | 0.09% | 10,679 | -32,709 | -75.4% | -$172.63万 | 减仓 |
| EEM | ISHARES TR | $56.86万 | 0.09% | 10,012 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $57.01万 | 0.09% | 5,870 | 192 | 3.4% | $1.86万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $57.90万 | 0.09% | 1,250 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $58.63万 | 0.09% | 7,961 | -9,793 | -55.2% | -$72.12万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $58.73万 | 0.09% | 17,289 | -6,278 | -26.6% | -$21.33万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $59.40万 | 0.09% | 2,855 | -95 | -3.2% | -$1.98万 | 减仓 |
| IVLU | ISHARES TR | $59.66万 | 0.10% | 15,036 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $60.13万 | 0.10% | 4,961 | -17,604 | -78.0% | -$213.37万 | 减仓 |
| USAR | USA RARE EARTH INC | $60.30万 | 0.10% | 39,844 | 39,844 | — | $60.30万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $60.51万 | 0.10% | 9,653 | 5,893 | 156.7% | $36.94万 | 加仓 |
| IVV | ISHARES TR | $61.76万 | 0.10% | 945 | -205 | -17.8% | -$13.40万 | 减仓 |
| VHT | VANGUARD WORLD FD | $64.40万 | 0.10% | 2,365 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $64.74万 | 0.10% | 18,475 | -59,842 | -76.4% | -$209.68万 | 减仓 |
| ASML | ASML HLDG NV | $65.02万 | 0.10% | 492 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $66.03万 | 0.11% | 3,040 | 169 | 5.9% | $3.67万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $66.40万 | 0.11% | 127,930 | 62,630 | 95.9% | $32.50万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $67.76万 | 0.11% | 25,940 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $69.86万 | 0.11% | 3,434 | -133 | -3.7% | -$2.71万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $69.89万 | 0.11% | 5,330 | -400 | -7.0% | -$5.25万 | 减仓 |
| WMT | WALMART INC | $76.09万 | 0.12% | 6,122 | -132 | -2.1% | -$1.64万 | 减仓 |
| SMH | VANECK ETF TRUST | $77.72万 | 0.12% | 2,027 | -2 | -0.1% | -$767 | 减仓 |
| CVX | CHEVRON CORPORATION | $78.23万 | 0.12% | 3,781 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $79.60万 | 0.13% | 12,685 | 4,065 | 47.2% | $25.51万 | 加仓 |
| CAT | CATERPILLAR INC | $80.21万 | 0.13% | 1,132 | 7 | 0.6% | $4,960 | 加仓 |
| SGOV | ISHARES TR | $81.63万 | 0.13% | 8,109 | 2,109 | 35.1% | $21.23万 | 加仓 |
| ORCL | ORACLE CORP | $81.71万 | 0.13% | 5,555 | 205 | 3.8% | $3.02万 | 加仓 |
| NFLX | NETFLIX INC. | $83.71万 | 0.13% | 8,706 | 596 | 7.3% | $5.73万 | 加仓 |
| TSLA | TESLA INC | $83.98万 | 0.13% | 2,259 | 208 | 10.1% | $7.73万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $84.08万 | 0.13% | 7,611 | -15,811 | -67.5% | -$174.67万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $85.48万 | 0.14% | 1,957 | -335 | -14.6% | -$14.63万 | 减仓 |
| KRE | SPDR SERIES TRUST | $86.25万 | 0.14% | 13,239 | -909 | -6.4% | -$5.92万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $95.76万 | 0.15% | 961 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $96.44万 | 0.15% | 19,902 | -18,315 | -47.9% | -$88.75万 | 减仓 |
| IXUS | ISHARES TR | $98.57万 | 0.16% | 11,377 | -3,731 | -24.7% | -$32.33万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $101.49万 | 0.16% | 2,118 | 45 | 2.2% | $2.16万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $101.87万 | 0.16% | 10,355 | -1,602 | -13.4% | -$15.76万 | 减仓 |
| ISTB | ISHARES TR | $105.52万 | 0.17% | 21,775 | -786 | -3.5% | -$3.81万 | 减仓 |
| AVGO | BROADCOM INC | $112.41万 | 0.18% | 3,632 | -53 | -1.4% | -$1.64万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $117.18万 | 0.19% | 4,331 | 1,448 | 50.2% | $39.18万 | 加仓 |
| IEMG | ISHARES INC | $118.62万 | 0.19% | 17,006 | -16,433 | -49.1% | -$114.62万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $128.65万 | 0.21% | 8,687 | -139 | -1.6% | -$2.06万 | 减仓 |
| VO | VANGUARD INDEX FDS | $133.67万 | 0.21% | 4,655 | 130 | 2.9% | $3.73万 | 加仓 |
| HROW | HARROW INC | $136.46万 | 0.22% | 38,700 | 23,400 | 152.9% | $82.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $139.08万 | 0.22% | 5,690 | 7 | 0.1% | $1,711 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $139.31万 | 0.22% | 22,307 | -38,552 | -63.3% | -$240.76万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $144.46万 | 0.23% | 6,761 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $146.41万 | 0.23% | 20,354 | 1,132 | 5.9% | $8.14万 | 加仓 |
| NET | CLOUDFLARE INC | $146.50万 | 0.23% | 7,100 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $147.04万 | 0.23% | 29,473 | -14,930 | -33.6% | -$74.49万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $160.48万 | 0.26% | 32,506 | 441 | 1.4% | $2.18万 | 加仓 |
| GOOG | ALPHABET INC | $163.75万 | 0.26% | 5,708 | 298 | 5.5% | $8.55万 | 加仓 |
| WFC | WELLS FARGO & CO | $167.15万 | 0.27% | 20,997 | 17 | 0.1% | $1,353 | 加仓 |
| ICSH | ISHARES TR | $168.29万 | 0.27% | 33,245 | 33,245 | — | $168.29万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $182.40万 | 0.29% | 14,280 | -40 | -0.3% | -$5,109 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $186.61万 | 0.30% | 48,023 | -35,503 | -42.5% | -$137.96万 | 减仓 |
| SHM | SPDR SERIES TRUST | $192.45万 | 0.31% | 40,236 | -930 | -2.3% | -$4.45万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $197.64万 | 0.32% | 33,761 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $202.56万 | 0.32% | 25,621 | 2,255 | 9.7% | $17.83万 | 加仓 |
| GOOGL | ALPHABET INC | $211.14万 | 0.34% | 7,343 | 78 | 1.1% | $2.24万 | 加仓 |
| BA | BOEING CO | $219.38万 | 0.35% | 11,022 | -53 | -0.5% | -$1.05万 | 减仓 |
| — | EXXON MOBIL CORP | $222.19万 | 0.35% | 13,096 | -130 | -1.0% | -$2.21万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $225.77万 | 0.36% | 39,832 | 8,566 | 27.4% | $48.55万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $228.03万 | 0.36% | 37,598 | -1,490 | -3.8% | -$9.04万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $231.82万 | 0.37% | 19,199 | -1,882 | -8.9% | -$22.72万 | 减仓 |
| BAC | BANK AMERICA CORP | $246.05万 | 0.39% | 50,473 | 860 | 1.7% | $4.19万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $248.83万 | 0.40% | 4,164 | 772 | 22.8% | $46.13万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $249.62万 | 0.40% | 35,203 | -37,736 | -51.7% | -$267.59万 | 减仓 |
| META | META PLATFORMS INC | $270.37万 | 0.43% | 4,726 | 66 | 1.4% | $3.78万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $270.94万 | 0.43% | 45,498 | -7,315 | -13.9% | -$43.56万 | 减仓 |
| AMZN | AMAZON COM INC | $310.78万 | 0.50% | 14,922 | 724 | 5.1% | $15.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $329.95万 | 0.53% | 8,913 | 172 | 2.0% | $6.37万 | 加仓 |
| SUB | ISHARES TR | $426.16万 | 0.68% | 40,015 | 9,763 | 32.3% | $103.98万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $553.27万 | 0.88% | 37,823 | 149 | 0.4% | $2.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $564.04万 | 0.90% | 32,342 | -81 | -0.2% | -$1.41万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $579.66万 | 0.93% | 57,868 | 650 | 1.1% | $6.51万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $601.98万 | 0.96% | 9,256 | 156 | 1.7% | $10.15万 | 加仓 |
| LLY | ELI LILLY & CO | $614.50万 | 0.98% | 6,681 | -717 | -9.7% | -$65.95万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $749.01万 | 1.20% | 25,463 | -1,811 | -6.6% | -$53.27万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $772.62万 | 1.23% | 33,733 | 544 | 1.6% | $12.46万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,514.02万 | 2.42% | 26,231 | 771 | 3.0% | $44.50万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $1,518.97万 | 2.43% | 121,489 | 4,253 | 3.6% | $53.18万 | 加仓 |
| AAPL | APPLE INC | $1,519.82万 | 2.43% | 59,885 | 372 | 0.6% | $9.44万 | 加仓 |
| IWR | ISHARES TR | $1,890.82万 | 3.02% | 194,469 | 13,203 | 7.3% | $128.37万 | 加仓 |
| YYY | AMPLIFY ETF TR | $1,962.88万 | 3.14% | 1,779,584 | 69,001 | 4.0% | $76.11万 | 加仓 |