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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $28.28万 | 0.23% | 2,754 | 16 | 0.6% | $1,643 | 加仓 |
| GDX | VANECK ETF TRUST | $27.58万 | 0.22% | 3,005 | -50 | -1.6% | -$4,589 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $27.27万 | 0.22% | 4,451 | -514 | -10.4% | -$3.15万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $26.61万 | 0.21% | 4,807 | -150 | -3.0% | -$8,303 | 减仓 |
| D | DOMINION ENERGY INC | $26.47万 | 0.21% | 4,281 | -284 | -6.2% | -$1.76万 | 减仓 |
| ITOT | ISHARES TR | $26.31万 | 0.21% | 1,847 | 1,847 | — | $26.31万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $25.97万 | 0.21% | 4,804 | 4,804 | — | $25.97万 | 新建仓 |
| TSLL | DIREXION SHARES ETF TRUST | $25.76万 | 0.21% | 21,200 | 21,200 | — | $25.76万 | 新建仓 |
| ORI | OLD REP INTL CORP | $25.28万 | 0.20% | 6,336 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $24.03万 | 0.19% | 7,064 | -369 | -5.0% | -$1.26万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $23.98万 | 0.19% | 845 | 845 | — | $23.98万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $23.98万 | 0.19% | 1,660 | 22 | 1.3% | $3,178 | 加仓 |
| TIP | ISHARES TR | $23.80万 | 0.19% | 2,157 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HLDGS INC | $22.79万 | 0.18% | 27,620 | -4,000 | -12.7% | -$3.30万 | 减仓 |
| EWU | ISHARES TR | $22.71万 | 0.18% | 4,985 | -100 | -2.0% | -$4,556 | 减仓 |
| VTV | VANGUARD INDEX FDS | $22.69万 | 0.18% | 1,157 | 4 | 0.3% | $785 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.54万 | 0.18% | 833 | 25 | 3.1% | $6,765 | 加仓 |
| V | VISA INC | $22.06万 | 0.18% | 730 | 6 | 0.8% | $1,813 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $21.87万 | 0.18% | 63,945 | -870 | -1.3% | -$2,975 | 减仓 |
| IJT | ISHARES TR | $21.25万 | 0.17% | 1,468 | 1,468 | — | $21.25万 | 新建仓 |
| IWM | ISHARES TR | $20.83万 | 0.17% | 840 | 1 | 0.1% | $248 | 加仓 |
| KHC | KRAFT HEINZ CO | $20.50万 | 0.17% | 9,115 | -190 | -2.0% | -$4,273 | 减仓 |
| MSTR | STRATEGY INC | $20.03万 | 0.16% | 1,605 | 1,605 | — | $20.03万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $19.90万 | 0.16% | 28,881 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $14.88万 | 0.12% | 35,000 | 35,000 | — | $14.88万 | 新建仓 |
| — | LISTED FDS TR | $13.96万 | 0.11% | 36,350 | 36,350 | — | $13.96万 | 新建仓 |
| FRMI | FERMI INC | $12.31万 | 0.10% | 21,080 | 160 | 0.8% | $934 | 加仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $11.84万 | 0.10% | 21,248 | -443 | -2.0% | -$2,467 | 减仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,183 | -100.0% | -$20.97万 | 清仓 |