WJ Financial Advisors LLC
KILLINGWORTH CT · SEC CIK 0002095682
$1.36亿2026Q2 申报市值
137持仓数
32.9%前十大占比 · 第一大 4.6%
14 / 5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
BRK/B 加仓+$92.87万
DPZ 加仓+$54.77万
CLM 加仓+$44.66万
META 加仓+$40.95万
LULU 新建仓+$36.93万
2026Q2 卖出最多 按季末市值估算
MDB 减仓-$63.18万
SOXL 清仓-$39.77万
HON 减仓-$36.50万
ASPN 减仓-$29.51万
CSCO 减仓-$27.81万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $625.06万 | 4.59% | 21,601 | 5 | 0.0% | $1,447 | 加仓 |
| GLD | SPDR GOLD TR | $619.84万 | 4.55% | 16,826 | 206 | 1.2% | $7.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $587.81万 | 4.32% | 11,747 | 1,856 | 18.8% | $92.87万 | 加仓 |
| AMZN | AMAZON COM INC | $483.00万 | 3.55% | 20,265 | -4 | -0.0% | -$953 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $459.58万 | 3.38% | 6,154 | 74 | 1.2% | $5.53万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $446.14万 | 3.28% | 151,593 | 95 | 0.1% | $2,796 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $381.02万 | 2.80% | 503,994 | 59,079 | 13.3% | $44.66万 | 加仓 |
| TLT | ISHARES TR | $311.31万 | 2.29% | 36,023 | 1,656 | 4.8% | $14.31万 | 加仓 |
| PFF | ISHARES TR | $298.46万 | 2.19% | 97,889 | -950 | -1.0% | -$2.90万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $273.17万 | 2.01% | 74,090 | 625 | 0.9% | $2.30万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $266.89万 | 1.96% | 52,496 | 1,738 | 3.4% | $8.84万 | 加仓 |
| GOOG | ALPHABET INC | $261.47万 | 1.92% | 7,400 | -294 | -3.8% | -$10.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $246.06万 | 1.81% | 7,517 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $230.51万 | 1.69% | 63,801 | -420 | -0.7% | -$1.52万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $224.23万 | 1.65% | 2,397 | -4 | -0.2% | -$3,742 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $223.84万 | 1.64% | 80,807 | 1,675 | 2.1% | $4.64万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $220.87万 | 1.62% | 48,714 | 816 | 1.7% | $3.70万 | 加仓 |
| VGT | VANGUARD WORLD FD | $211.19万 | 1.55% | 17,670 | -1,114 | -5.9% | -$13.31万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $191.39万 | 1.41% | 17,435 | 650 | 3.9% | $7.14万 | 加仓 |
| MDB | MONGODB INC | $186.06万 | 1.37% | 5,539 | -1,881 | -25.4% | -$63.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $181.71万 | 1.33% | 3,128 | -192 | -5.8% | -$11.15万 | 减仓 |
| SO | SOUTHERN CO | $179.54万 | 1.32% | 18,758 | 629 | 3.5% | $6.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $171.37万 | 1.26% | 4,594 | 117 | 2.6% | $4.36万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $162.19万 | 1.19% | 2,306 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $161.86万 | 1.19% | 21,509 | -715 | -3.2% | -$5.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $154.13万 | 1.13% | 6,069 | 16 | 0.3% | $4,063 | 加仓 |
| CAT | CATERPILLAR INC | $145.89万 | 1.07% | 1,370 | -20 | -1.4% | -$2.13万 | 减仓 |
| LDP | COHEN & STEERS LTD DURATION | $139.54万 | 1.03% | 65,947 | 7,633 | 13.1% | $16.15万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $138.57万 | 1.02% | 75,025 | -2,000 | -2.6% | -$3.69万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $134.19万 | 0.99% | 31,301 | 2,720 | 9.5% | $11.66万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $132.00万 | 0.97% | 6,929 | -387 | -5.3% | -$7.37万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $128.33万 | 0.94% | 40,142 | -79 | -0.2% | -$2,526 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $122.95万 | 0.90% | 33,909 | -100 | -0.3% | -$3,626 | 减仓 |
| META | META PLATFORMS INC | $114.47万 | 0.84% | 2,032 | 727 | 55.7% | $40.95万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $111.64万 | 0.82% | 3,771 | 1,850 | 96.3% | $54.77万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $109.70万 | 0.81% | 13,273 | 2,207 | 19.9% | $18.24万 | 加仓 |
| SLV | ISHARES SILVER TR | $106.78万 | 0.78% | 19,970 | -2,241 | -10.1% | -$11.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $102.00万 | 0.75% | 1,385 | -3 | -0.2% | -$2,209 | 减仓 |
| AES | AES CORP | $96.40万 | 0.71% | 65,760 | -10,475 | -13.7% | -$15.36万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $95.58万 | 0.70% | 58,352 | 7,015 | 13.7% | $11.49万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $94.10万 | 0.69% | 11,907 | 2,592 | 27.8% | $20.48万 | 加仓 |
| GE | GE AEROSPACE | $87.68万 | 0.64% | 2,346 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $85.76万 | 0.63% | 730 | -1 | -0.1% | -$1,175 | 减仓 |
| UAA | UNDER ARMOUR INC | $85.57万 | 0.63% | 133,912 | 48,691 | 57.1% | $31.11万 | 加仓 |
| RGLD | ROYAL GOLD INC | $85.21万 | 0.63% | 4,269 | -19 | -0.4% | -$3,793 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $83.89万 | 0.62% | 25,630 | -1,753 | -6.4% | -$5.74万 | 减仓 |
| VO | VANGUARD INDEX FDS | $83.41万 | 0.61% | 10,352 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $82.63万 | 0.61% | 2,726 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $81.09万 | 0.60% | 5,188 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $77.32万 | 0.57% | 5,657 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $76.49万 | 0.56% | 2,317 | -2 | -0.1% | -$660 | 减仓 |
| WMB | WILLIAMS COS INC | $76.30万 | 0.56% | 10,263 | -8 | -0.1% | -$595 | 减仓 |
| VTI | VANGUARD INDEX FDS | $75.56万 | 0.56% | 2,042 | -14 | -0.7% | -$5,181 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.19万 | 0.54% | 6,359 | 415 | 7.0% | $4.84万 | 加仓 |
| CSCO | CISCO SYS INC | $73.11万 | 0.54% | 6,224 | -2,368 | -27.6% | -$27.81万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $72.37万 | 0.53% | 31,290 | -440 | -1.4% | -$1.02万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $71.87万 | 0.53% | 8,652 | -144 | -1.6% | -$1.20万 | 减仓 |
| BLK | BLACKROCK INC | $70.87万 | 0.52% | 737 | 5 | 0.7% | $4,808 | 加仓 |
| CRM | SALESFORCE INC | $66.97万 | 0.49% | 4,275 | -12 | -0.3% | -$1,880 | 减仓 |
| BAC | BANK OF AMER CORP | $63.92万 | 0.47% | 11,218 | 7 | 0.1% | $399 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $63.88万 | 0.47% | 17,379 | 462 | 2.7% | $1.70万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $60.79万 | 0.45% | 4,170 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $60.14万 | 0.44% | 2,390 | -28 | -1.2% | -$7,046 | 减仓 |
| NVO | NOVO-NORDISK A S | $59.45万 | 0.44% | 12,400 | -75 | -0.6% | -$3,596 | 减仓 |
| TRGP | TARGA RES CORP | $58.72万 | 0.43% | 2,190 | -54 | -2.4% | -$1.45万 | 减仓 |
| PEP | PEPSICO INC | $58.62万 | 0.43% | 4,330 | -10 | -0.2% | -$1,354 | 减仓 |
| NFLX | NETFLIX INC. | $57.56万 | 0.42% | 8,061 | 62 | 0.8% | $4,427 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $54.76万 | 0.40% | 3,452 | -80 | -2.3% | -$1.27万 | 减仓 |
| KVUE | KENVUE INC | $54.12万 | 0.40% | 28,319 | -58 | -0.2% | -$1,108 | 减仓 |
| NEE | NEXTERA ENERGY INC | $54.01万 | 0.40% | 6,154 | 2,859 | 86.8% | $25.09万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $53.94万 | 0.40% | 865 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $53.52万 | 0.39% | 49,103 | -1,245 | -2.5% | -$1.36万 | 减仓 |
| RTX | RTX CORPORATION | $51.76万 | 0.38% | 2,728 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $51.68万 | 0.38% | 6,866 | -210 | -3.0% | -$1.58万 | 减仓 |
| SNPS | SYNOPSYS INC | $50.81万 | 0.37% | 1,139 | -64 | -5.3% | -$2.85万 | 减仓 |
| CAVA | CAVA GROUP INC | $49.96万 | 0.37% | 6,366 | -138 | -2.1% | -$1.08万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $49.94万 | 0.37% | 7,009 | 4 | 0.1% | $285 | 加仓 |
| IVV | ISHARES TR | $49.35万 | 0.36% | 659 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $47.67万 | 0.35% | 1,118 | -6 | -0.5% | -$2,558 | 减仓 |
| EWA | ISHARES INC | $45.58万 | 0.33% | 16,185 | -150 | -0.9% | -$4,224 | 减仓 |
| IEMG | ISHARES INC | $43.86万 | 0.32% | 5,294 | 12 | 0.2% | $994 | 加仓 |
| — | EXXON MOBIL CORP | $43.27万 | 0.32% | 3,165 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $42.54万 | 0.31% | 4,412 | -298 | -6.3% | -$2.87万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.12万 | 0.29% | 1,391 | -104 | -7.0% | -$2.92万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $38.40万 | 0.28% | 1,623 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $38.03万 | 0.28% | 15,540 | -130 | -0.8% | -$3,181 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $36.93万 | 0.27% | 3,234 | 3,234 | — | $36.93万 | 新建仓 |
| HON | HONEYWELL INTL INC | $35.69万 | 0.26% | 1,594 | -1,630 | -50.6% | -$36.50万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $35.24万 | 0.26% | 1,594 | 1,594 | — | $35.24万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $35.16万 | 0.26% | 6,999 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $34.69万 | 0.25% | 1,999 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $34.54万 | 0.25% | 831 | -2 | -0.2% | -$831 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $34.22万 | 0.25% | 12,915 | -100 | -0.8% | -$2,650 | 减仓 |
| VNM | VANECK ETF TRUST | $33.94万 | 0.25% | 18,375 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $33.52万 | 0.25% | 2,584 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $31.87万 | 0.23% | 2,094 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $31.38万 | 0.23% | 7,800 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $31.17万 | 0.23% | 5,356 | -185 | -3.3% | -$1.08万 | 减仓 |
| CVX | CHEVRON CORPORATION | $30.72万 | 0.23% | 1,853 | 75 | 4.2% | $1.24万 | 加仓 |
| ITOT | ISHARES TR | $30.34万 | 0.22% | 1,847 | 0 | 0.0% | — | 不变 |