LJI Wealth Management, LLC
INDIANAPOLIS IN · SEC CIK 0001988563
$7.14亿2026Q2 申报市值
201持仓数
69.8%前十大占比 · 第一大 27.2%
17 / 13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
ISTB 加仓+$5,678.63万
SLQD 加仓+$1,350.49万
FLOT 加仓+$363.09万
GOOG 加仓+$105.75万
MBIN 新建仓+$75.00万
2026Q2 卖出最多 按季末市值估算
IWM 减仓-$2,548.84万
YYY 减仓-$1,881.06万
ONEQ 减仓-$1,437.23万
ITOT 减仓-$615.60万
IVOG 减仓-$311.06万
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 |
|---|---|---|---|---|---|---|---|---|
| AME | AMETEK INC | $50.49万 | 0.07% | 2,087 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $50.71万 | 0.07% | 7,412 | -2,600 | -26.0% | -$17.79万 | 减仓 |
| IJS | ISHARES TR | $50.81万 | 0.07% | 3,718 | -16 | -0.4% | -$2,187 | 减仓 |
| EFA | ISHARES TR | $51.26万 | 0.07% | 4,935 | -935 | -15.9% | -$9.71万 | 减仓 |
| ILCG | ISHARES TR | $51.80万 | 0.07% | 4,427 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $52.32万 | 0.07% | 5,270 | 5,270 | — | $52.32万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $53.26万 | 0.07% | 3,500 | 813 | 30.3% | $12.37万 | 加仓 |
| VB | VANGUARD INDEX FDS | $53.27万 | 0.07% | 1,757 | -140 | -7.4% | -$4.24万 | 减仓 |
| UNP | UNION PAC CORP | $53.53万 | 0.07% | 1,968 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $53.78万 | 0.08% | 4,500 | 100 | 2.3% | $1.20万 | 加仓 |
| IVE | ISHARES TR | $54.79万 | 0.08% | 2,413 | 260 | 12.1% | $5.90万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $56.49万 | 0.08% | 9,095 | -495 | -5.2% | -$3.07万 | 减仓 |
| V | VISA INC | $56.52万 | 0.08% | 1,647 | 335 | 25.5% | $11.50万 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $56.69万 | 0.08% | 41,353 | 418 | 1.0% | $5,731 | 加仓 |
| IEFA | ISHARES TR | $57.75万 | 0.08% | 5,980 | -132 | -2.2% | -$1.27万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $59.43万 | 0.08% | 11,000 | 0 | 0.0% | — | 重新持有 |
| DIS | DISNEY WALT CO | $59.52万 | 0.08% | 6,184 | 992 | 19.1% | $9.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $60.45万 | 0.08% | 15,584 | -2,891 | -15.6% | -$11.21万 | 减仓 |
| HEI | HEICO CORP NEW | $60.55万 | 0.08% | 1,700 | -50 | -2.9% | -$1.78万 | 减仓 |
| IVLU | ISHARES TR | $62.88万 | 0.09% | 15,036 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $63.15万 | 0.09% | 4,835 | -126 | -2.5% | -$1.65万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $65.30万 | 0.09% | 1,250 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $66.35万 | 0.09% | 18,010 | 721 | 4.2% | $2.66万 | 加仓 |
| CVX | CHEVRON CORPORATION | $66.45万 | 0.09% | 4,009 | 228 | 6.0% | $3.78万 | 加仓 |
| JOBY | JOBY AVIATION INC | $67.35万 | 0.09% | 75,500 | 14,400 | 23.6% | $12.84万 | 加仓 |
| MUB | ISHARES TR | $67.67万 | 0.09% | 6,288 | 1,282 | 25.6% | $13.80万 | 加仓 |
| IGV | ISHARES TR | $67.89万 | 0.10% | 7,494 | 7,494 | — | $67.89万 | 新建仓 |
| NFLX | NETFLIX INC. | $71.02万 | 0.10% | 9,947 | 1,241 | 14.3% | $8.86万 | 加仓 |
| AMAT | APPLIED MATLS INC | $72.66万 | 0.10% | 1,005 | 9 | 0.9% | $6,507 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $74.56万 | 0.10% | 977 | 163 | 20.0% | $12.44万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $75.00万 | 0.11% | 15,000 | 15,000 | — | $75.00万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $75.41万 | 0.11% | 3,103 | 63 | 2.1% | $1.53万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $77.44万 | 0.11% | 5,330 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $78.34万 | 0.11% | 25,940 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $78.39万 | 0.11% | 2,745 | -110 | -3.9% | -$3.14万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $78.95万 | 0.11% | 6,328 | -1,283 | -16.9% | -$16.01万 | 减仓 |
| IXUS | ISHARES TR | $80.54万 | 0.11% | 8,439 | -2,938 | -25.8% | -$28.04万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $83.18万 | 0.12% | 3,909 | 1,295 | 49.5% | $27.56万 | 加仓 |
| WMT | WALMART INC | $83.67万 | 0.12% | 7,387 | 1,265 | 20.7% | $14.33万 | 加仓 |
| IVV | ISHARES TR | $83.69万 | 0.12% | 1,118 | 173 | 18.3% | $12.95万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $85.35万 | 0.12% | 9,499 | -154 | -1.6% | -$1.38万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $87.00万 | 0.12% | 20,384 | 7,699 | 60.7% | $32.86万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.00万 | 0.12% | 1,822 | 285 | 18.5% | $13.61万 | 加仓 |
| TSLA | TESLA INC | $88.12万 | 0.12% | 2,095 | -164 | -7.3% | -$6.90万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $89.43万 | 0.13% | 956 | -5 | -0.5% | -$4,677 | 减仓 |
| ORCL | ORACLE CORP | $92.15万 | 0.13% | 6,288 | 733 | 13.2% | $10.74万 | 加仓 |
| ASML | ASML HLDG NV | $97.95万 | 0.14% | 492 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $99.09万 | 0.14% | 13,239 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $100.87万 | 0.14% | 11,710 | -32 | -0.3% | -$2,756 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $103.20万 | 0.14% | 18,760 | -1,142 | -5.7% | -$6.28万 | 减仓 |
| SGOV | ISHARES TR | $111.84万 | 0.16% | 11,109 | 3,000 | 37.0% | $30.20万 | 加仓 |
| CAT | CATERPILLAR INC | $116.09万 | 0.16% | 1,090 | -42 | -3.7% | -$4.47万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $120.91万 | 0.17% | 7,651 | -1,036 | -11.9% | -$16.37万 | 减仓 |
| IEMG | ISHARES INC | $121.23万 | 0.17% | 14,634 | -2,372 | -13.9% | -$19.65万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $121.84万 | 0.17% | 150,230 | 22,300 | 17.4% | $18.09万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $124.81万 | 0.17% | 8,226 | -10,973 | -57.2% | -$166.49万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $130.75万 | 0.18% | 12,163 | 1,808 | 17.5% | $19.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $130.93万 | 0.18% | 18,731 | -3,576 | -16.0% | -$25.00万 | 减仓 |
| SMH | VANECK ETF TRUST | $131.51万 | 0.18% | 2,005 | -22 | -1.1% | -$1.44万 | 减仓 |
| INTC | INTEL CORP | $136.67万 | 0.19% | 9,788 | -1,700 | -14.8% | -$23.74万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $139.53万 | 0.20% | 2,788 | 670 | 31.6% | $33.53万 | 加仓 |
| VO | VANGUARD INDEX FDS | $147.58万 | 0.21% | 18,317 | -303 | -1.6% | -$2.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $147.96万 | 0.21% | 5,826 | 136 | 2.4% | $3.45万 | 加仓 |
| KLAC | KLA CORP | $151.49万 | 0.21% | 5,021 | 1,351 | 36.8% | $40.76万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $151.76万 | 0.21% | 30,004 | 531 | 1.8% | $2.69万 | 加仓 |
| AVGO | BROADCOM INC | $157.02万 | 0.22% | 4,157 | 525 | 14.5% | $19.83万 | 加仓 |
| WFC | WELLS FARGO & CO | $168.84万 | 0.24% | 20,431 | -566 | -2.7% | -$4.68万 | 减仓 |
| NET | CLOUDFLARE INC | $169.24万 | 0.24% | 6,900 | -200 | -2.8% | -$4.91万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $170.72万 | 0.24% | 1,479 | 120 | 8.8% | $13.85万 | 加仓 |
| YYY | AMPLIFY ETF TR | $170.80万 | 0.24% | 148,139 | -1,631,445 | -91.7% | -$1,881.06万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $170.99万 | 0.24% | 4,114 | -217 | -5.0% | -$9.02万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $176.95万 | 0.25% | 33,006 | 500 | 1.5% | $2.68万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $183.29万 | 0.26% | 22,369 | -12,834 | -36.5% | -$105.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $184.96万 | 0.26% | 41,695 | -6,328 | -13.2% | -$28.07万 | 减仓 |
| — | EXXON MOBIL CORP | $191.76万 | 0.27% | 14,026 | 930 | 7.1% | $12.71万 | 加仓 |
| SHM | SPDR SERIES TRUST | $193.47万 | 0.27% | 40,336 | 100 | 0.2% | $4,796 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $194.10万 | 0.27% | 26,898 | 6,544 | 32.2% | $47.22万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $195.94万 | 0.27% | 34,006 | -3,592 | -9.6% | -$20.70万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $196.49万 | 0.28% | 33,761 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $198.32万 | 0.28% | 3,414 | -20 | -0.6% | -$1.16万 | 减仓 |
| HROW | HARROW INC | $202.16万 | 0.28% | 47,600 | 8,900 | 23.0% | $37.80万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $210.40万 | 0.29% | 4,856 | -1,905 | -28.2% | -$82.54万 | 减仓 |
| XBI | SPDR SERIES TRUST | $218.07万 | 0.31% | 13,780 | -500 | -3.5% | -$7.91万 | 减仓 |
| ICSH | ISHARES TR | $226.27万 | 0.32% | 44,735 | 11,490 | 34.6% | $58.12万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $233.52万 | 0.33% | 25,721 | 100 | 0.4% | $9,079 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $240.38万 | 0.34% | 40,757 | -4,741 | -10.4% | -$27.96万 | 减仓 |
| BA | BOEING CO | $248.83万 | 0.35% | 11,495 | 473 | 4.3% | $10.24万 | 加仓 |
| GOOGL | ALPHABET INC | $263.13万 | 0.37% | 7,363 | 20 | 0.3% | $7,147 | 加仓 |
| VOO | VANGUARD INDEX FDS | $268.04万 | 0.38% | 3,903 | -261 | -6.3% | -$17.92万 | 减仓 |
| META | META PLATFORMS INC | $275.04万 | 0.39% | 4,883 | 157 | 3.3% | $8.84万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $283.22万 | 0.40% | 50,146 | 10,314 | 25.9% | $58.25万 | 加仓 |
| GOOG | ALPHABET INC | $307.44万 | 0.43% | 8,701 | 2,993 | 52.4% | $105.75万 | 加仓 |
| BAC | BANK OF AMER CORP | $346.36万 | 0.49% | 60,785 | 10,312 | 20.4% | $58.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $372.80万 | 0.52% | 9,994 | 1,081 | 12.1% | $40.32万 | 加仓 |
| AMZN | AMAZON COM INC | $373.19万 | 0.52% | 15,658 | 736 | 4.9% | $17.54万 | 加仓 |
| SUB | ISHARES TR | $441.22万 | 0.62% | 41,440 | 1,425 | 3.6% | $15.17万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $449.16万 | 0.63% | 38,498 | 675 | 1.8% | $7.88万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $601.36万 | 0.84% | 8,053 | -1,203 | -13.0% | -$89.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $716.11万 | 1.00% | 35,790 | 3,448 | 10.7% | $68.99万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $720.36万 | 1.01% | 59,328 | 1,460 | 2.5% | $17.73万 | 加仓 |