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 |
|---|---|---|---|---|---|---|---|---|
| SOXL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -8,300 | -100.0% | -$39.77万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -4,281 | -100.0% | -$26.47万 | 清仓 |
| TSLL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -21,200 | -100.0% | -$25.76万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,605 | -100.0% | -$20.03万 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | -36,350 | -100.0% | -$13.96万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $5.99万 | 0.04% | 37,000 | 2,000 | 5.7% | $3,240 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $11.03万 | 0.08% | 17,400 | -46,545 | -72.8% | -$29.51万 | 减仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $11.34万 | 0.08% | 18,534 | -2,714 | -12.8% | -$1.66万 | 减仓 |
| — | ADVANCED MICRO DEVICES INC 看跌期权 | $12.77万 | 0.09% | 30 | 30 | — | $12.77万 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $14.88万 | 0.11% | 11,112 | 11,112 | — | $14.88万 | 新建仓 |
| FRMI | FERMI INC | $18.67万 | 0.14% | 20,380 | -700 | -3.3% | -$6,412 | 减仓 |
| IBB | ISHARES TR | $20.05万 | 0.15% | 1,054 | 1,054 | — | $20.05万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $20.19万 | 0.15% | 62,300 | 62,300 | — | $20.19万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $20.20万 | 0.15% | 845 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $20.21万 | 0.15% | 1,946 | 1,946 | — | $20.21万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $20.31万 | 0.15% | 28,481 | -400 | -1.4% | -$2,852 | 减仓 |
| IVW | ISHARES TR | $20.45万 | 0.15% | 1,487 | 1,487 | — | $20.45万 | 新建仓 |
| IWD | ISHARES TR | $20.76万 | 0.15% | 856 | 856 | — | $20.76万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $21.49万 | 0.16% | 3,074 | 3,074 | — | $21.49万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $21.51万 | 0.16% | 9,105 | -10 | -0.1% | -$236 | 减仓 |
| PFE | PFIZER INC | $21.88万 | 0.16% | 9,088 | -2,035 | -18.3% | -$4.90万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $22.26万 | 0.16% | 27,620 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $22.37万 | 0.16% | 2,490 | 2,490 | — | $22.37万 | 新建仓 |
| GDX | VANECK ETF TRUST | $22.67万 | 0.17% | 3,005 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $23.00万 | 0.17% | 4,985 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $23.09万 | 0.17% | 200 | 200 | — | $23.09万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $23.55万 | 0.17% | 4,434 | -17 | -0.4% | -$903 | 减仓 |
| VOO | VANGUARD INDEX FDS | $23.57万 | 0.17% | 343 | 343 | — | $23.57万 | 新建仓 |
| TIP | ISHARES TR | $23.60万 | 0.17% | 2,157 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $24.34万 | 0.18% | 1,660 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.05万 | 0.18% | 730 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $25.26万 | 0.19% | 841 | 1 | 0.1% | $300 | 加仓 |
| VTV | VANGUARD INDEX FDS | $25.29万 | 0.19% | 1,160 | 3 | 0.3% | $654 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $25.34万 | 0.19% | 20,481 | -410 | -2.0% | -$5,072 | 减仓 |
| IJT | ISHARES TR | $25.36万 | 0.19% | 1,420 | -48 | -3.3% | -$8,574 | 减仓 |
| ONON | ON HLDG AG | $25.62万 | 0.19% | 7,234 | 170 | 2.4% | $6,021 | 加仓 |
| ORI | OLD REP INTL CORP | $25.93万 | 0.19% | 6,336 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $26.52万 | 0.19% | 4,807 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $27.10万 | 0.20% | 2,109 | 2,109 | — | $27.10万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.67万 | 0.21% | 4,804 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $28.81万 | 0.21% | 3,175 | 421 | 15.3% | $3.82万 | 加仓 |
| ZTS | ZOETIS INC | $28.94万 | 0.21% | 4,027 | -13 | -0.3% | -$934 | 减仓 |
| ITOT | ISHARES TR | $30.34万 | 0.22% | 1,847 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $30.72万 | 0.23% | 1,853 | 75 | 4.2% | $1.24万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $31.17万 | 0.23% | 5,356 | -185 | -3.3% | -$1.08万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $31.38万 | 0.23% | 7,800 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $31.87万 | 0.23% | 2,094 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $33.52万 | 0.25% | 2,584 | 0 | 0.0% | — | 不变 |
| VNM | VANECK ETF TRUST | $33.94万 | 0.25% | 18,375 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $34.22万 | 0.25% | 12,915 | -100 | -0.8% | -$2,650 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $34.54万 | 0.25% | 831 | -2 | -0.2% | -$831 | 减仓 |
| DXJ | WISDOMTREE TR | $34.69万 | 0.25% | 1,999 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $35.16万 | 0.26% | 6,999 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $35.24万 | 0.26% | 1,594 | 1,594 | — | $35.24万 | 新建仓 |
| HON | HONEYWELL INTL INC | $35.69万 | 0.26% | 1,594 | -1,630 | -50.6% | -$36.50万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $36.93万 | 0.27% | 3,234 | 3,234 | — | $36.93万 | 新建仓 |
| KWEB | KRANESHARES TRUST | $38.03万 | 0.28% | 15,540 | -130 | -0.8% | -$3,181 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $38.40万 | 0.28% | 1,623 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.12万 | 0.29% | 1,391 | -104 | -7.0% | -$2.92万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $42.54万 | 0.31% | 4,412 | -298 | -6.3% | -$2.87万 | 减仓 |
| — | EXXON MOBIL CORP | $43.27万 | 0.32% | 3,165 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $43.86万 | 0.32% | 5,294 | 12 | 0.2% | $994 | 加仓 |
| EWA | ISHARES INC | $45.58万 | 0.33% | 16,185 | -150 | -0.9% | -$4,224 | 减仓 |
| IWV | ISHARES TR | $47.67万 | 0.35% | 1,118 | -6 | -0.5% | -$2,558 | 减仓 |
| IVV | ISHARES TR | $49.35万 | 0.36% | 659 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $49.94万 | 0.37% | 7,009 | 4 | 0.1% | $285 | 加仓 |
| CAVA | CAVA GROUP INC | $49.96万 | 0.37% | 6,366 | -138 | -2.1% | -$1.08万 | 减仓 |
| SNPS | SYNOPSYS INC | $50.81万 | 0.37% | 1,139 | -64 | -5.3% | -$2.85万 | 减仓 |
| EWW | ISHARES INC | $51.68万 | 0.38% | 6,866 | -210 | -3.0% | -$1.58万 | 减仓 |
| RTX | RTX CORPORATION | $51.76万 | 0.38% | 2,728 | 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 |
| REGN | REGENERON PHARMACEUTICALS | $53.94万 | 0.40% | 865 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $54.01万 | 0.40% | 6,154 | 2,859 | 86.8% | $25.09万 | 加仓 |
| KVUE | KENVUE INC | $54.12万 | 0.40% | 28,319 | -58 | -0.2% | -$1,108 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $54.76万 | 0.40% | 3,452 | -80 | -2.3% | -$1.27万 | 减仓 |
| NFLX | NETFLIX INC. | $57.56万 | 0.42% | 8,061 | 62 | 0.8% | $4,427 | 加仓 |
| PEP | PEPSICO INC | $58.62万 | 0.43% | 4,330 | -10 | -0.2% | -$1,354 | 减仓 |
| TRGP | TARGA RES CORP | $58.72万 | 0.43% | 2,190 | -54 | -2.4% | -$1.45万 | 减仓 |
| NVO | NOVO-NORDISK A S | $59.45万 | 0.44% | 12,400 | -75 | -0.6% | -$3,596 | 减仓 |
| ABBV | ABBVIE INC | $60.14万 | 0.44% | 2,390 | -28 | -1.2% | -$7,046 | 减仓 |
| AER | AERCAP HOLDINGS NV | $60.79万 | 0.45% | 4,170 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $63.88万 | 0.47% | 17,379 | 462 | 2.7% | $1.70万 | 加仓 |
| BAC | BANK OF AMER CORP | $63.92万 | 0.47% | 11,218 | 7 | 0.1% | $399 | 加仓 |
| CRM | SALESFORCE INC | $66.97万 | 0.49% | 4,275 | -12 | -0.3% | -$1,880 | 减仓 |
| BLK | BLACKROCK INC | $70.87万 | 0.52% | 737 | 5 | 0.7% | $4,808 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $71.87万 | 0.53% | 8,652 | -144 | -1.6% | -$1.20万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $72.37万 | 0.53% | 31,290 | -440 | -1.4% | -$1.02万 | 减仓 |
| CSCO | CISCO SYS INC | $73.11万 | 0.54% | 6,224 | -2,368 | -27.6% | -$27.81万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.19万 | 0.54% | 6,359 | 415 | 7.0% | $4.84万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $75.56万 | 0.56% | 2,042 | -14 | -0.7% | -$5,181 | 减仓 |
| WMB | WILLIAMS COS INC | $76.30万 | 0.56% | 10,263 | -8 | -0.1% | -$595 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $76.49万 | 0.56% | 2,317 | -2 | -0.1% | -$660 | 减仓 |
| IJS | ISHARES TR | $77.32万 | 0.57% | 5,657 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $81.09万 | 0.60% | 5,188 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $82.63万 | 0.61% | 2,726 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $83.41万 | 0.61% | 10,352 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $83.89万 | 0.62% | 25,630 | -1,753 | -6.4% | -$5.74万 | 减仓 |
| RGLD | ROYAL GOLD INC | $85.21万 | 0.63% | 4,269 | -19 | -0.4% | -$3,793 | 减仓 |
| UAA | UNDER ARMOUR INC | $85.57万 | 0.63% | 133,912 | 48,691 | 57.1% | $31.11万 | 加仓 |
| GEV | GE VERNOVA INC | $85.76万 | 0.63% | 730 | -1 | -0.1% | -$1,175 | 减仓 |