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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $840.41万 | 1.18% | 25,675 | 212 | 0.8% | $6.94万 | 加仓 |
| LLY | ELI LILLY & CO | $842.71万 | 1.18% | 7,026 | 345 | 5.2% | $41.38万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $906.69万 | 1.27% | 31,517 | -2,216 | -6.6% | -$63.75万 | 减仓 |
| IWM | ISHARES TR | $1,119.63万 | 1.57% | 37,265 | -84,834 | -69.5% | -$2,548.84万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $1,466.32万 | 2.05% | 100,227 | -21,262 | -17.5% | -$311.06万 | 减仓 |
| AAPL | APPLE INC | $1,718.16万 | 2.41% | 59,378 | -507 | -0.8% | -$14.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,840.29万 | 2.58% | 24,990 | -1,241 | -4.7% | -$91.39万 | 减仓 |
| IWR | ISHARES TR | $2,124.62万 | 2.98% | 192,587 | -1,882 | -1.0% | -$20.76万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $2,519.35万 | 3.53% | 244,076 | -139,240 | -36.3% | -$1,437.23万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,974.21万 | 4.17% | 80,375 | -2,740 | -3.3% | -$101.39万 | 减仓 |
| FLOT | ISHARES TR | $3,688.79万 | 5.17% | 722,584 | 71,125 | 10.9% | $363.09万 | 加仓 |
| ISTB | ISHARES TR | $5,783.70万 | 8.10% | 1,198,694 | 1,176,919 | 5,404.9% | $5,678.63万 | 加仓 |
| SLQD | ISHARES TR | $8,239.22万 | 11.54% | 1,635,740 | 268,114 | 19.6% | $1,350.49万 | 加仓 |
| ITOT | ISHARES TR | $1.94亿 | 27.24% | 1,183,884 | -37,475 | -3.1% | -$615.60万 | 减仓 |