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 |
|---|---|---|---|---|---|---|---|---|
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -39,844 | -100.0% | -$60.30万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -10,679 | -100.0% | -$56.36万 | 清仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $0 | 0.00% | 0 | -8,000 | -100.0% | -$54.51万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -5,446 | -100.0% | -$45.51万 | 清仓 |
| OKLO | OKLO INC 看跌期权 | $0 | 0.00% | 0 | -8,000 | -100.0% | -$39.67万 | 清仓 |
| DFLV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -9,659 | -100.0% | -$34.49万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -1,599 | -100.0% | -$29.83万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -484 | -100.0% | -$20.81万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -850 | -100.0% | -$20.65万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,665 | -100.0% | -$20.35万 | 清仓 |
| BULL | WEBULL CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.80万 | 清仓 |
| BAC | BANK AMERICA CORP 看跌期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$1.46万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -19,460 | -100.0% | -$4,804 | 清仓 |
| — | ARRIVE AI INC | $6,581 | 0.00% | 15,340 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $2.63万 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $6.62万 | 0.01% | 10,900 | -11,805 | -52.0% | -$7.17万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $20.22万 | 0.03% | 3,625 | 3,625 | — | $20.22万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $20.32万 | 0.03% | 2,240 | 203 | 10.0% | $1.84万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $20.64万 | 0.03% | 519 | -535 | -50.8% | -$21.28万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $20.65万 | 0.03% | 2,650 | 2,650 | — | $20.65万 | 新建仓 |
| IJR | ISHARES TR | $21.00万 | 0.03% | 1,416 | 1,416 | — | $21.00万 | 新建仓 |
| — | HUMACYTE INC | $21.03万 | 0.03% | 269,500 | -8,000 | -2.9% | -$6,243 | 减仓 |
| GE | GE AEROSPACE | $21.04万 | 0.03% | 563 | 563 | — | $21.04万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.10万 | 0.03% | 300 | 300 | — | $21.10万 | 新建仓 |
| VPLS | VANGUARD MALVERN FDS | $21.23万 | 0.03% | 2,737 | 5 | 0.2% | $388 | 加仓 |
| ECL | ECOLAB INC | $21.55万 | 0.03% | 773 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $21.56万 | 0.03% | 1,376 | -65 | -4.5% | -$1.02万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $21.58万 | 0.03% | 1,360 | 1,360 | — | $21.58万 | 新建仓 |
| DVY | ISHARES TR | $21.58万 | 0.03% | 1,381 | -100 | -6.8% | -$1.56万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $21.62万 | 0.03% | 7,620 | 7,620 | — | $21.62万 | 新建仓 |
| SBUX | STARBUCKS CORP | $22.09万 | 0.03% | 2,162 | -184 | -7.8% | -$1.88万 | 减仓 |
| LOW | LOWES COS INC | $22.49万 | 0.03% | 1,020 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $22.66万 | 0.03% | 2,550 | 2,550 | — | $22.66万 | 新建仓 |
| TSSI | TSS INC DEL | $22.75万 | 0.03% | 18,500 | 6,000 | 48.0% | $7.38万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $22.84万 | 0.03% | 5,690 | -2,082 | -26.8% | -$8.36万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $23.35万 | 0.03% | 458 | 125 | 37.5% | $6.37万 | 加仓 |
| PI | IMPINJ INC | $24.35万 | 0.03% | 1,700 | -100 | -5.6% | -$1.43万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $24.74万 | 0.03% | 1,233 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $25.04万 | 0.04% | 1,789 | 1,789 | — | $25.04万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $25.37万 | 0.04% | 1,106 | 1,106 | — | $25.37万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $25.84万 | 0.04% | 3,022 | 8 | 0.3% | $684 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $26.17万 | 0.04% | 4,162 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $26.23万 | 0.04% | 615 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $26.45万 | 0.04% | 1,438 | -100 | -6.5% | -$1.84万 | 减仓 |
| SLV | ISHARES SILVER TR | $26.97万 | 0.04% | 5,044 | -300 | -5.6% | -$1.60万 | 减仓 |
| MRK | MERCK & CO INC | $27.62万 | 0.04% | 2,149 | 461 | 27.3% | $5.92万 | 加仓 |
| OIH | VANECK ETF TRUST | $27.83万 | 0.04% | 748 | -80 | -9.7% | -$2.98万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $28.00万 | 0.04% | 3,814 | -4,147 | -52.1% | -$30.44万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $28.50万 | 0.04% | 555 | 86 | 18.3% | $4.42万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $28.71万 | 0.04% | 3,112 | 49 | 1.6% | $4,521 | 加仓 |
| IWP | ISHARES TR | $28.77万 | 0.04% | 1,965 | -1,311 | -40.0% | -$19.19万 | 减仓 |
| FDX | FEDEX CORP | $29.12万 | 0.04% | 930 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $29.34万 | 0.04% | 14,404 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $29.48万 | 0.04% | 9,669 | -1,351 | -12.3% | -$4.12万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $30.89万 | 0.04% | 3,965 | 517 | 15.0% | $4.03万 | 加仓 |
| MO | ALTRIA GROUP INC | $31.00万 | 0.04% | 4,308 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $31.01万 | 0.04% | 4,021 | -788 | -16.4% | -$6.08万 | 减仓 |
| AMGN | AMGEN INC | $31.32万 | 0.04% | 865 | 865 | — | $31.32万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.45万 | 0.04% | 7,428 | 109 | 1.5% | $4,615 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $31.51万 | 0.04% | 6,950 | -885 | -11.3% | -$4.01万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $31.69万 | 0.04% | 2,325 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS ETF TRUST | $31.99万 | 0.04% | 5,633 | 5,633 | — | $31.99万 | 新建仓 |
| MS | MORGAN STANLEY | $32.13万 | 0.05% | 1,537 | -334 | -17.9% | -$6.98万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.31万 | 0.05% | 1,149 | 47 | 4.3% | $1.32万 | 加仓 |
| IBCP | INDEPENDENT BK CORP MICH | $32.46万 | 0.05% | 9,000 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $32.49万 | 0.05% | 4,849 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $32.67万 | 0.05% | 323 | -33 | -9.3% | -$3.34万 | 减仓 |
| SNPE | DBX ETF TR | $33.12万 | 0.05% | 4,810 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $33.58万 | 0.05% | 11,504 | -8,802 | -43.3% | -$25.69万 | 减仓 |
| SFY | TIDAL TRUST I | $34.17万 | 0.05% | 2,295 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.74万 | 0.05% | 5,819 | -1,311 | -18.4% | -$7.83万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $34.94万 | 0.05% | 11,820 | -450 | -3.7% | -$1.33万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $34.95万 | 0.05% | 2,383 | -371 | -13.5% | -$5.44万 | 减仓 |
| EUFN | ISHARES TR | $35.11万 | 0.05% | 9,005 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $35.21万 | 0.05% | 3,798 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $35.53万 | 0.05% | 1,061 | 250 | 30.8% | $8.37万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $35.85万 | 0.05% | 5,190 | 540 | 11.6% | $3.73万 | 加仓 |
| CSCO | CISCO SYS INC | $35.87万 | 0.05% | 3,054 | 111 | 3.8% | $1.30万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $35.89万 | 0.05% | 2,752 | -118 | -4.1% | -$1.54万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $36.37万 | 0.05% | 1,221 | 1,221 | — | $36.37万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $36.43万 | 0.05% | 2,014 | -69 | -3.3% | -$1.25万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $36.77万 | 0.05% | 5,668 | -1,010 | -15.1% | -$6.55万 | 减仓 |
| IVW | ISHARES TR | $37.01万 | 0.05% | 2,691 | -25 | -0.9% | -$3,438 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $38.08万 | 0.05% | 13,748 | -300 | -2.1% | -$8,310 | 减仓 |
| IWS | ISHARES TR | $39.46万 | 0.06% | 2,398 | -251 | -9.5% | -$4.13万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $39.67万 | 0.06% | 7,470 | -832 | -10.0% | -$4.42万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.11万 | 0.06% | 1,695 | -1 | -0.1% | -$237 | 减仓 |
| WYNN | WYNN RESORTS LTD | $41.75万 | 0.06% | 4,300 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $41.86万 | 0.06% | 8,000 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $41.93万 | 0.06% | 23,647 | 5,173 | 28.0% | $9.17万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $43.98万 | 0.06% | 4,710 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $44.09万 | 0.06% | 2,314 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $44.61万 | 0.06% | 1,472 | -38 | -2.5% | -$1.15万 | 减仓 |
| HD | HOME DEPOT INC | $45.63万 | 0.06% | 1,294 | -371 | -22.3% | -$13.08万 | 减仓 |
| ABBV | ABBVIE INC | $46.45万 | 0.07% | 1,846 | -92 | -4.7% | -$2.31万 | 减仓 |
| IWD | ISHARES TR | $47.56万 | 0.07% | 1,962 | 0 | 0.0% | — | 重新持有 |
| VHT | VANGUARD WORLD FD | $48.77万 | 0.07% | 1,631 | -734 | -31.0% | -$21.95万 | 减仓 |
| SLB | SLB LIMITED | $50.00万 | 0.07% | 10,755 | 1,500 | 16.2% | $6.97万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $50.20万 | 0.07% | 2,039 | 2,039 | — | $50.20万 | 新建仓 |
| MSOS | ADVISORSHARES TR | $50.28万 | 0.07% | 98,970 | -12,050 | -10.9% | -$6.12万 | 减仓 |