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 |
|---|---|---|---|---|---|---|---|---|
| ZTS | ZOETIS INC | $28.94万 | 0.21% | 4,027 | -13 | -0.3% | -$934 | 减仓 |
| ABT | ABBOTT LABORATORIES | $28.81万 | 0.21% | 3,175 | 421 | 15.3% | $3.82万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.67万 | 0.21% | 4,804 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $27.10万 | 0.20% | 2,109 | 2,109 | — | $27.10万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $26.52万 | 0.19% | 4,807 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $25.93万 | 0.19% | 6,336 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $25.62万 | 0.19% | 7,234 | 170 | 2.4% | $6,021 | 加仓 |
| IJT | ISHARES TR | $25.36万 | 0.19% | 1,420 | -48 | -3.3% | -$8,574 | 减仓 |
| SLRC | SLR INVESTMENT CORP | $25.34万 | 0.19% | 20,481 | -410 | -2.0% | -$5,072 | 减仓 |
| VTV | VANGUARD INDEX FDS | $25.29万 | 0.19% | 1,160 | 3 | 0.3% | $654 | 加仓 |
| IWM | ISHARES TR | $25.26万 | 0.19% | 841 | 1 | 0.1% | $300 | 加仓 |
| V | VISA INC | $25.05万 | 0.18% | 730 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $24.34万 | 0.18% | 1,660 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $23.60万 | 0.17% | 2,157 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $23.57万 | 0.17% | 343 | 343 | — | $23.57万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $23.55万 | 0.17% | 4,434 | -17 | -0.4% | -$903 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $23.09万 | 0.17% | 200 | 200 | — | $23.09万 | 新建仓 |
| EWU | ISHARES TR | $23.00万 | 0.17% | 4,985 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $22.67万 | 0.17% | 3,005 | 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 |
| ARCO | ARCOS DORADOS HLDGS INC | $22.26万 | 0.16% | 27,620 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $21.88万 | 0.16% | 9,088 | -2,035 | -18.3% | -$4.90万 | 减仓 |
| KHC | KRAFT HEINZ CO | $21.51万 | 0.16% | 9,105 | -10 | -0.1% | -$236 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $21.49万 | 0.16% | 3,074 | 3,074 | — | $21.49万 | 新建仓 |
| IWD | ISHARES TR | $20.76万 | 0.15% | 856 | 856 | — | $20.76万 | 新建仓 |
| IVW | ISHARES TR | $20.45万 | 0.15% | 1,487 | 1,487 | — | $20.45万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $20.31万 | 0.15% | 28,481 | -400 | -1.4% | -$2,852 | 减仓 |
| EFA | ISHARES TR | $20.21万 | 0.15% | 1,946 | 1,946 | — | $20.21万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $20.20万 | 0.15% | 845 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $20.19万 | 0.15% | 62,300 | 62,300 | — | $20.19万 | 新建仓 |
| IBB | ISHARES TR | $20.05万 | 0.15% | 1,054 | 1,054 | — | $20.05万 | 新建仓 |
| FRMI | FERMI INC | $18.67万 | 0.14% | 20,380 | -700 | -3.3% | -$6,412 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $14.88万 | 0.11% | 11,112 | 11,112 | — | $14.88万 | 新建仓 |
| — | ADVANCED MICRO DEVICES INC 看跌期权 | $12.77万 | 0.09% | 30 | 30 | — | $12.77万 | 新建仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $11.34万 | 0.08% | 18,534 | -2,714 | -12.8% | -$1.66万 | 减仓 |
| ASPN | ASPEN AEROGELS INC | $11.03万 | 0.08% | 17,400 | -46,545 | -72.8% | -$29.51万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $5.99万 | 0.04% | 37,000 | 2,000 | 5.7% | $3,240 | 加仓 |
| 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 |