WJ Financial Advisors LLC
KILLINGWORTH CT · SEC CIK 0002095682
$1.24亿2026Q1 申报市值
128持仓数
33.2%前十大占比 · 第一大 5.8%
14 / 1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
CLM 加仓+$132.42万
MDB 加仓+$95.29万
MSFT 加仓+$69.56万
DPZ 新建仓+$68.92万
AMZN 加仓+$65.46万
2026Q1 卖出最多 按季末市值估算
MDT 清仓-$20.97万
TLT 减仓-$16.96万
RGLD 减仓-$6.51万
GEV 减仓-$4.71万
AGNC 减仓-$4.68万
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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,183 | -100.0% | -$20.97万 | 清仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $11.84万 | 0.10% | 21,248 | -443 | -2.0% | -$2,467 | 减仓 |
| FRMI | FERMI INC | $12.31万 | 0.10% | 21,080 | 160 | 0.8% | $934 | 加仓 |
| — | LISTED FDS TR | $13.96万 | 0.11% | 36,350 | 36,350 | — | $13.96万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $14.88万 | 0.12% | 35,000 | 35,000 | — | $14.88万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $19.90万 | 0.16% | 28,881 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $20.03万 | 0.16% | 1,605 | 1,605 | — | $20.03万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $20.50万 | 0.17% | 9,115 | -190 | -2.0% | -$4,273 | 减仓 |
| IWM | ISHARES TR | $20.83万 | 0.17% | 840 | 1 | 0.1% | $248 | 加仓 |
| IJT | ISHARES TR | $21.25万 | 0.17% | 1,468 | 1,468 | — | $21.25万 | 新建仓 |
| ASPN | ASPEN AEROGELS INC | $21.87万 | 0.18% | 63,945 | -870 | -1.3% | -$2,975 | 减仓 |
| V | VISA INC | $22.06万 | 0.18% | 730 | 6 | 0.8% | $1,813 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.54万 | 0.18% | 833 | 25 | 3.1% | $6,765 | 加仓 |
| VTV | VANGUARD INDEX FDS | $22.69万 | 0.18% | 1,157 | 4 | 0.3% | $785 | 加仓 |
| EWU | ISHARES TR | $22.71万 | 0.18% | 4,985 | -100 | -2.0% | -$4,556 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $22.79万 | 0.18% | 27,620 | -4,000 | -12.7% | -$3.30万 | 减仓 |
| TIP | ISHARES TR | $23.80万 | 0.19% | 2,157 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $23.98万 | 0.19% | 1,660 | 22 | 1.3% | $3,178 | 加仓 |
| LNG | CHENIERE ENERGY INC | $23.98万 | 0.19% | 845 | 845 | — | $23.98万 | 新建仓 |
| ONON | ON HLDG AG | $24.03万 | 0.19% | 7,064 | -369 | -5.0% | -$1.26万 | 减仓 |
| ORI | OLD REP INTL CORP | $25.28万 | 0.20% | 6,336 | 0 | 0.0% | — | 不变 |
| TSLL | DIREXION SHARES ETF TRUST | $25.76万 | 0.21% | 21,200 | 21,200 | — | $25.76万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.97万 | 0.21% | 4,804 | 4,804 | — | $25.97万 | 新建仓 |
| ITOT | ISHARES TR | $26.31万 | 0.21% | 1,847 | 1,847 | — | $26.31万 | 新建仓 |
| D | DOMINION ENERGY INC | $26.47万 | 0.21% | 4,281 | -284 | -6.2% | -$1.76万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $26.61万 | 0.21% | 4,807 | -150 | -3.0% | -$8,303 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $27.27万 | 0.22% | 4,451 | -514 | -10.4% | -$3.15万 | 减仓 |
| GDX | VANECK ETF TRUST | $27.58万 | 0.22% | 3,005 | -50 | -1.6% | -$4,589 | 减仓 |
| ABT | ABBOTT LABORATORIES | $28.28万 | 0.23% | 2,754 | 16 | 0.6% | $1,643 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $29.89万 | 0.24% | 20,891 | 3,500 | 20.1% | $5.01万 | 加仓 |
| SDY | SPDR SERIES TRUST | $30.56万 | 0.25% | 2,094 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $30.60万 | 0.25% | 3,295 | 6 | 0.2% | $557 | 加仓 |
| PFE | PFIZER INC | $31.23万 | 0.25% | 11,123 | 456 | 4.3% | $1.28万 | 加仓 |
| DXJ | WISDOMTREE TR | $31.70万 | 0.26% | 1,999 | 0 | 0.0% | — | 不变 |
| VNM | VANECK ETF TRUST | $31.81万 | 0.26% | 18,375 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $32.44万 | 0.26% | 5,541 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $34.63万 | 0.28% | 13,015 | 486 | 3.9% | $1.29万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.90万 | 0.28% | 1,623 | 320 | 24.6% | $6.88万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $34.96万 | 0.28% | 6,999 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.24万 | 0.29% | 1,495 | 6 | 0.4% | $1,454 | 加仓 |
| CVX | CHEVRON CORPORATION | $36.79万 | 0.30% | 1,778 | 14 | 0.8% | $2,897 | 加仓 |
| IEMG | ISHARES INC | $36.84万 | 0.30% | 5,282 | 5,282 | — | $36.84万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $37.22万 | 0.30% | 7,800 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $37.36万 | 0.30% | 2,584 | 3 | 0.1% | $434 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $39.77万 | 0.32% | 8,300 | 8,300 | — | $39.77万 | 新建仓 |
| IWV | ISHARES TR | $41.66万 | 0.34% | 1,124 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $41.78万 | 0.34% | 4,710 | 1,656 | 54.2% | $14.69万 | 加仓 |
| IVV | ISHARES TR | $43.05万 | 0.35% | 659 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $44.55万 | 0.36% | 15,670 | 15,670 | — | $44.55万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.89万 | 0.36% | 7,005 | 2,632 | 60.2% | $16.87万 | 加仓 |
| EWA | ISHARES INC | $45.35万 | 0.37% | 16,335 | 1,565 | 10.6% | $4.34万 | 加仓 |
| NVO | NOVO-NORDISK A S | $45.85万 | 0.37% | 12,475 | 417 | 3.5% | $1.53万 | 加仓 |
| SNPS | SYNOPSYS INC | $47.70万 | 0.39% | 1,203 | -80 | -6.2% | -$3.17万 | 减仓 |
| ZTS | ZOETIS INC | $47.76万 | 0.39% | 4,040 | 4,040 | — | $47.76万 | 新建仓 |
| KVUE | KENVUE INC | $48.92万 | 0.40% | 28,377 | -214 | -0.7% | -$3,689 | 减仓 |
| UAA | UNDER ARMOUR INC | $50.37万 | 0.41% | 85,221 | 85,221 | — | $50.37万 | 新建仓 |
| AGNC | AGNC INVT CORP | $50.50万 | 0.41% | 50,348 | -4,665 | -8.5% | -$4.68万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $51.78万 | 0.42% | 3,532 | -20 | -0.6% | -$2,932 | 减仓 |
| ABBV | ABBVIE INC | $52.59万 | 0.42% | 2,418 | 13 | 0.5% | $2,827 | 加仓 |
| CAVA | CAVA GROUP INC | $52.62万 | 0.42% | 6,504 | -518 | -7.4% | -$4.19万 | 减仓 |
| RTX | RTX CORPORATION | $52.62万 | 0.42% | 2,728 | 495 | 22.2% | $9.55万 | 加仓 |
| EWW | ISHARES INC | $53.23万 | 0.43% | 7,076 | -40 | -0.6% | -$3,009 | 减仓 |
| — | EXXON MOBIL CORP | $53.70万 | 0.43% | 3,165 | -270 | -7.9% | -$4.58万 | 减仓 |
| BAC | BANK AMERICA CORP | $54.66万 | 0.44% | 11,211 | 57 | 0.5% | $2,779 | 加仓 |
| TRGP | TARGA RES CORP | $56.26万 | 0.45% | 2,244 | -114 | -4.8% | -$2.86万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $57.20万 | 0.46% | 4,170 | -100 | -2.3% | -$1.37万 | 减仓 |
| GEV | GE VERNOVA INC | $63.81万 | 0.52% | 731 | -54 | -6.9% | -$4.71万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $64.01万 | 0.52% | 16,917 | -10 | -0.1% | -$378 | 减仓 |
| VTI | VANGUARD INDEX FDS | $65.96万 | 0.53% | 2,056 | 759 | 58.5% | $24.35万 | 加仓 |
| GE | GE AEROSPACE | $66.57万 | 0.54% | 2,346 | -44 | -1.8% | -$1.25万 | 减仓 |
| CSCO | CISCO SYS INC | $66.67万 | 0.54% | 8,592 | 21 | 0.2% | $1,629 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $66.83万 | 0.54% | 865 | 4 | 0.5% | $3,091 | 加仓 |
| IJS | ISHARES TR | $67.01万 | 0.54% | 5,657 | 40 | 0.7% | $4,738 | 加仓 |
| PEP | PEPSICO INC | $67.40万 | 0.54% | 4,340 | -11 | -0.3% | -$1,708 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $67.54万 | 0.55% | 3,320 | 13 | 0.4% | $2,645 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $67.64万 | 0.55% | 2,319 | -7 | -0.3% | -$2,042 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $68.92万 | 0.56% | 1,921 | 1,921 | — | $68.92万 | 新建仓 |
| BLK | BLACKROCK INC | $70.40万 | 0.57% | 732 | -18 | -2.4% | -$1.73万 | 减仓 |
| VB | VANGUARD INDEX FDS | $71.40万 | 0.58% | 2,726 | 69 | 2.6% | $1.81万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $72.10万 | 0.58% | 27,383 | 433 | 1.6% | $1.14万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $72.11万 | 0.58% | 8,796 | -140 | -1.6% | -$1.15万 | 减仓 |
| — | HONEYWELL INTL INC | $72.87万 | 0.59% | 3,224 | 495 | 18.1% | $11.19万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $73.68万 | 0.59% | 31,730 | -425 | -1.3% | -$9,868 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $73.84万 | 0.60% | 9,315 | -210 | -2.2% | -$1.66万 | 减仓 |
| VO | VANGUARD INDEX FDS | $74.32万 | 0.60% | 2,588 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $74.67万 | 0.60% | 1,305 | 42 | 3.3% | $2.40万 | 加仓 |
| WMB | WILLIAMS COS INC | $74.75万 | 0.60% | 10,271 | -92 | -0.9% | -$6,696 | 减仓 |
| NFLX | NETFLIX INC. | $76.91万 | 0.62% | 7,999 | 979 | 13.9% | $9.41万 | 加仓 |
| DVY | ISHARES TR | $78.55万 | 0.63% | 5,188 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $80.03万 | 0.65% | 4,287 | 1,300 | 43.5% | $24.27万 | 加仓 |
| QQQ | INVESCO QQQ TR | $80.12万 | 0.65% | 1,388 | -5 | -0.4% | -$2,886 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $86.95万 | 0.70% | 5,944 | 2,125 | 55.6% | $31.08万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $88.40万 | 0.71% | 51,337 | 9,212 | 21.9% | $15.86万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $91.57万 | 0.74% | 11,066 | 110 | 1.0% | $9,103 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $97.23万 | 0.79% | 7,316 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $98.48万 | 0.80% | 1,390 | 3 | 0.2% | $2,125 | 加仓 |
| AES | AES CORP | $107.42万 | 0.87% | 76,235 | -715 | -0.9% | -$1.01万 | 减仓 |
| RGLD | ROYAL GOLD INC | $109.13万 | 0.88% | 4,288 | -256 | -5.6% | -$6.51万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $112.06万 | 0.90% | 34,009 | 4,140 | 13.9% | $13.64万 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $116.45万 | 0.94% | 58,314 | 4,950 | 9.3% | $9.89万 | 加仓 |