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 |
|---|---|---|---|---|---|---|---|---|
| DUSB | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -18,763 | -100.0% | -$95.03万 | 清仓 |
| DFGR | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -29,214 | -100.0% | -$77.18万 | 清仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFNM | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -10,600 | -100.0% | -$51.06万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVDV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -3,921 | -100.0% | -$36.84万 | 清仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $0 | 0.00% | 0 | -42,350 | -100.0% | -$33.24万 | 清仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -9,602 | -100.0% | -$33.09万 | 清仓 |
| PI | IMPINJ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -591 | -100.0% | -$21.86万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,239 | -100.0% | -$21.57万 | 清仓 |
| META | META PLATFORMS INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$13.20万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $4,804 | 0.00% | 19,460 | 0 | 0.0% | — | 不变 |
| — | ARRIVE AI INC | $1.22万 | 0.00% | 15,340 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP 看跌期权 | $1.46万 | 0.00% | 300 | 300 | — | $1.46万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $4.16万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| BULL | WEBULL CORP | $4.80万 | 0.01% | 10,000 | -7,000 | -41.2% | -$3.36万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $11.76万 | 0.02% | 22,705 | -6,465 | -22.2% | -$3.35万 | 减仓 |
| TSSI | TSS INC DEL | $16.26万 | 0.03% | 12,500 | 12,500 | — | $16.26万 | 新建仓 |
| — | HUMACYTE INC | $16.84万 | 0.03% | 277,500 | -31,000 | -10.0% | -$1.88万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $20.07万 | 0.03% | 2,325 | 2,325 | — | $20.07万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.13万 | 0.03% | 333 | 333 | — | $20.13万 | 新建仓 |
| MRK | MERCK & CO INC | $20.31万 | 0.03% | 1,688 | 1,688 | — | $20.31万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $20.32万 | 0.03% | 811 | 811 | — | $20.32万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $20.35万 | 0.03% | 3,665 | 3,665 | — | $20.35万 | 新建仓 |
| ECL | ECOLAB INC | $20.57万 | 0.03% | 773 | 16 | 2.1% | $4,259 | 重新持有 |
| ADBE | ADOBE INC | $20.65万 | 0.03% | 850 | 91 | 12.0% | $2.21万 | 加仓 |
| GLD | SPDR GOLD TR | $20.81万 | 0.03% | 484 | 484 | — | $20.81万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $20.91万 | 0.03% | 2,037 | 2 | 0.1% | $205 | 加仓 |
| SBUX | STARBUCKS CORP | $21.02万 | 0.03% | 2,346 | -78 | -3.2% | -$6,988 | 重新持有 |
| VPLS | VANGUARD MALVERN FDS | $21.19万 | 0.03% | 2,732 | 2,732 | — | $21.19万 | 新建仓 |
| DVY | ISHARES TR | $22.42万 | 0.04% | 1,481 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $22.49万 | 0.04% | 1,233 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $22.80万 | 0.04% | 615 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $22.83万 | 0.04% | 2,943 | -32 | -1.1% | -$2,483 | 减仓 |
| VXUS | VANGUARD STAR FDS | $23.24万 | 0.04% | 3,014 | -2,397 | -44.3% | -$18.48万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $23.43万 | 0.04% | 469 | 34 | 7.8% | $1.70万 | 加仓 |
| LOW | LOWES COS INC | $24.11万 | 0.04% | 1,020 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $24.46万 | 0.04% | 4,162 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.71万 | 0.04% | 1,102 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $26.90万 | 0.04% | 1,441 | -151 | -9.5% | -$2.82万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $27.04万 | 0.04% | 3,448 | -885 | -20.4% | -$6.94万 | 减仓 |
| VOX | VANGUARD WORLD FD | $27.66万 | 0.04% | 1,538 | 20 | 1.3% | $3,597 | 加仓 |
| MO | ALTRIA GROUP INC | $28.43万 | 0.05% | 4,308 | -253 | -5.5% | -$1.67万 | 减仓 |
| SNPE | DBX ETF TR | $28.64万 | 0.05% | 4,810 | 58 | 1.2% | $3,454 | 加仓 |
| SFY | TIDAL TRUST I | $28.65万 | 0.05% | 2,295 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $28.78万 | 0.05% | 3,063 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $28.91万 | 0.05% | 18,474 | -3,829 | -17.2% | -$5.99万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $29.40万 | 0.05% | 14,404 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $29.83万 | 0.05% | 1,599 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $29.89万 | 0.05% | 4,849 | 0 | 0.0% | — | 不变 |
| IBCP | INDEPENDENT BK CORP MICH | $29.97万 | 0.05% | 9,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $30.12万 | 0.05% | 356 | 15 | 4.4% | $1.27万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $30.65万 | 0.05% | 7,772 | -19,149 | -71.1% | -$75.53万 | 减仓 |
| IVW | ISHARES TR | $30.72万 | 0.05% | 2,716 | 25 | 0.9% | $2,828 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $30.75万 | 0.05% | 2,314 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $30.79万 | 0.05% | 1,871 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $31.09万 | 0.05% | 4,650 | 4,650 | — | $31.09万 | 新建仓 |
| EUFN | ISHARES TR | $31.38万 | 0.05% | 9,005 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.78万 | 0.05% | 814 | -6 | -0.7% | -$2,342 | 减仓 |
| IJH | ISHARES TR | $32.48万 | 0.05% | 4,809 | 6 | 0.1% | $405 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $32.81万 | 0.05% | 2,870 | 868 | 43.4% | $9.92万 | 加仓 |
| FDX | FEDEX CORP | $33.12万 | 0.05% | 930 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $33.41万 | 0.05% | 11,020 | -1,950 | -15.0% | -$5.91万 | 减仓 |
| OIH | VANECK ETF TRUST | $33.47万 | 0.05% | 828 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $34.04万 | 0.05% | 996 | -32 | -3.1% | -$1.09万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $34.44万 | 0.06% | 2,083 | -142 | -6.4% | -$2.35万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $34.49万 | 0.06% | 9,659 | -28,408 | -74.6% | -$101.44万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $34.77万 | 0.06% | 14,048 | 1,388 | 11.0% | $3.44万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $35.89万 | 0.06% | 1,510 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $35.95万 | 0.06% | 7,835 | -815 | -9.4% | -$3.74万 | 减仓 |
| SLV | ISHARES SILVER TR | $36.41万 | 0.06% | 5,344 | 3,644 | 214.4% | $24.83万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.47万 | 0.06% | 1,696 | 1 | 0.1% | $215 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.74万 | 0.06% | 7,319 | 10 | 0.1% | $502 | 加仓 |
| SRE | SEMPRA | $36.91万 | 0.06% | 3,798 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $38.37万 | 0.06% | 550 | 10 | 1.9% | $6,977 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.54万 | 0.06% | 7,130 | -1,025 | -12.6% | -$5.54万 | 减仓 |
| IWS | ISHARES TR | $38.60万 | 0.06% | 2,649 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $39.21万 | 0.06% | 2,687 | -984 | -26.8% | -$14.36万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $39.27万 | 0.06% | 6,678 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $39.41万 | 0.06% | 111,020 | 81,050 | 270.4% | $28.77万 | 加仓 |
| V | VISA INC | $39.66万 | 0.06% | 1,312 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC 看跌期权 | $39.67万 | 0.06% | 8,000 | 8,000 | — | $39.67万 | 新建仓 |
| OKLO | OKLO INC | $39.67万 | 0.06% | 8,000 | 8,000 | — | $39.67万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $39.79万 | 0.06% | 2,754 | 663 | 31.7% | $9.58万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $41.66万 | 0.07% | 4,710 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $41.74万 | 0.07% | 12,270 | 100 | 0.8% | $3,402 | 加仓 |
| IWP | ISHARES TR | $41.97万 | 0.07% | 3,276 | 30 | 0.9% | $3,843 | 加仓 |
| ABBV | ABBVIE INC | $42.14万 | 0.07% | 1,938 | -19 | -1.0% | -$4,131 | 减仓 |
| ILCG | ISHARES TR | $42.27万 | 0.07% | 4,427 | 67 | 1.5% | $6,397 | 加仓 |
| WYNN | WYNN RESORTS LTD | $43.67万 | 0.07% | 4,300 | -250 | -5.5% | -$2.54万 | 减仓 |
| IJS | ISHARES TR | $44.22万 | 0.07% | 3,734 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $44.74万 | 0.07% | 2,087 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $45.46万 | 0.07% | 2,153 | -245 | -10.2% | -$5.17万 | 减仓 |
| IDEV | ISHARES TR | $45.51万 | 0.07% | 5,446 | -17,717 | -76.5% | -$148.05万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $45.90万 | 0.07% | 1,359 | -79 | -5.5% | -$2.67万 | 减仓 |
| SLB | SLB LIMITED | $47.56万 | 0.08% | 9,255 | -700 | -7.0% | -$3.60万 | 减仓 |
| UNP | UNION PAC CORP | $47.75万 | 0.08% | 1,968 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $47.98万 | 0.08% | 1,750 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $48.06万 | 0.08% | 9,590 | 0 | 0.0% | — | 不变 |