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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $715.14万 | 5.77% | 16,620 | 843 | 5.3% | $36.27万 | 加仓 |
| AAPL | APPLE INC | $548.09万 | 4.43% | 21,596 | 506 | 2.4% | $12.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $473.98万 | 3.83% | 9,891 | 761 | 8.3% | $36.47万 | 加仓 |
| AMZN | AMAZON COM INC | $422.14万 | 3.41% | 20,269 | 3,143 | 18.4% | $65.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $395.43万 | 3.19% | 6,080 | 161 | 2.7% | $10.47万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $388.44万 | 3.14% | 151,498 | -678 | -0.4% | -$1.74万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $323.90万 | 2.62% | 444,915 | 181,900 | 69.2% | $132.42万 | 加仓 |
| PFF | ISHARES TR | $299.68万 | 2.42% | 98,839 | 3,249 | 3.4% | $9.85万 | 加仓 |
| TLT | ISHARES TR | $297.93万 | 2.41% | 34,367 | -1,956 | -5.4% | -$16.96万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $251.81万 | 2.03% | 50,758 | 1,215 | 2.5% | $6.03万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $239.24万 | 1.93% | 2,401 | 140 | 6.2% | $13.95万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $227.45万 | 1.84% | 73,465 | 3,666 | 5.3% | $11.35万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $221.12万 | 1.79% | 7,517 | 1,660 | 28.3% | $48.83万 | 加仓 |
| GOOG | ALPHABET INC | $220.71万 | 1.78% | 7,694 | -97 | -1.2% | -$2.78万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $219.80万 | 1.77% | 47,898 | 4,540 | 10.5% | $20.83万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $195.85万 | 1.58% | 79,132 | 16,621 | 26.6% | $41.14万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $186.76万 | 1.51% | 64,221 | 4,224 | 7.0% | $12.28万 | 加仓 |
| MDB | MONGODB INC | $181.62万 | 1.47% | 7,420 | 3,893 | 110.4% | $95.29万 | 加仓 |
| SO | SOUTHERN CO | $174.98万 | 1.41% | 18,129 | 411 | 2.3% | $3.97万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $166.06万 | 1.34% | 22,224 | -82 | -0.4% | -$6,127 | 减仓 |
| MSFT | MICROSOFT CORP | $165.73万 | 1.34% | 4,477 | 1,879 | 72.3% | $69.56万 | 加仓 |
| VGT | VANGUARD WORLD FD | $163.80万 | 1.32% | 2,348 | -9 | -0.4% | -$6,278 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $161.92万 | 1.31% | 16,785 | 1,262 | 8.1% | $12.17万 | 加仓 |
| SLV | ISHARES SILVER TR | $151.35万 | 1.22% | 22,211 | 1,008 | 4.8% | $6.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $147.95万 | 1.19% | 6,053 | -14 | -0.2% | -$3,422 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $142.48万 | 1.15% | 28,581 | 668 | 2.4% | $3.33万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $142.22万 | 1.15% | 2,306 | 70 | 3.1% | $4.32万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $134.86万 | 1.09% | 40,221 | 4,597 | 12.9% | $15.41万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $127.86万 | 1.03% | 77,025 | -1,500 | -1.9% | -$2.49万 | 减仓 |
| LDP | COHEN & STEERS LTD DURATION | $116.45万 | 0.94% | 58,314 | 4,950 | 9.3% | $9.89万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $112.06万 | 0.90% | 34,009 | 4,140 | 13.9% | $13.64万 | 加仓 |
| RGLD | ROYAL GOLD INC | $109.13万 | 0.88% | 4,288 | -256 | -5.6% | -$6.51万 | 减仓 |
| AES | AES CORP | $107.42万 | 0.87% | 76,235 | -715 | -0.9% | -$1.01万 | 减仓 |
| CAT | CATERPILLAR INC | $98.48万 | 0.80% | 1,390 | 3 | 0.2% | $2,125 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $97.23万 | 0.79% | 7,316 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $91.57万 | 0.74% | 11,066 | 110 | 1.0% | $9,103 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $88.40万 | 0.71% | 51,337 | 9,212 | 21.9% | $15.86万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $86.95万 | 0.70% | 5,944 | 2,125 | 55.6% | $31.08万 | 加仓 |
| QQQ | INVESCO QQQ TR | $80.12万 | 0.65% | 1,388 | -5 | -0.4% | -$2,886 | 减仓 |
| CRM | SALESFORCE INC | $80.03万 | 0.65% | 4,287 | 1,300 | 43.5% | $24.27万 | 加仓 |
| DVY | ISHARES TR | $78.55万 | 0.63% | 5,188 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $76.91万 | 0.62% | 7,999 | 979 | 13.9% | $9.41万 | 加仓 |
| WMB | WILLIAMS COS INC | $74.75万 | 0.60% | 10,271 | -92 | -0.9% | -$6,696 | 减仓 |
| META | META PLATFORMS INC | $74.67万 | 0.60% | 1,305 | 42 | 3.3% | $2.40万 | 加仓 |
| VO | VANGUARD INDEX FDS | $74.32万 | 0.60% | 2,588 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $73.84万 | 0.60% | 9,315 | -210 | -2.2% | -$1.66万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $73.68万 | 0.59% | 31,730 | -425 | -1.3% | -$9,868 | 减仓 |
| — | HONEYWELL INTL INC | $72.87万 | 0.59% | 3,224 | 495 | 18.1% | $11.19万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $72.11万 | 0.58% | 8,796 | -140 | -1.6% | -$1.15万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $72.10万 | 0.58% | 27,383 | 433 | 1.6% | $1.14万 | 加仓 |
| VB | VANGUARD INDEX FDS | $71.40万 | 0.58% | 2,726 | 69 | 2.6% | $1.81万 | 加仓 |
| BLK | BLACKROCK INC | $70.40万 | 0.57% | 732 | -18 | -2.4% | -$1.73万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $68.92万 | 0.56% | 1,921 | 1,921 | — | $68.92万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $67.64万 | 0.55% | 2,319 | -7 | -0.3% | -$2,042 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $67.54万 | 0.55% | 3,320 | 13 | 0.4% | $2,645 | 加仓 |
| PEP | PEPSICO INC | $67.40万 | 0.54% | 4,340 | -11 | -0.3% | -$1,708 | 减仓 |
| IJS | ISHARES TR | $67.01万 | 0.54% | 5,657 | 40 | 0.7% | $4,738 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $66.83万 | 0.54% | 865 | 4 | 0.5% | $3,091 | 加仓 |
| CSCO | CISCO SYS INC | $66.67万 | 0.54% | 8,592 | 21 | 0.2% | $1,629 | 加仓 |
| GE | GE AEROSPACE | $66.57万 | 0.54% | 2,346 | -44 | -1.8% | -$1.25万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $65.96万 | 0.53% | 2,056 | 759 | 58.5% | $24.35万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $64.01万 | 0.52% | 16,917 | -10 | -0.1% | -$378 | 减仓 |
| GEV | GE VERNOVA INC | $63.81万 | 0.52% | 731 | -54 | -6.9% | -$4.71万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $57.20万 | 0.46% | 4,170 | -100 | -2.3% | -$1.37万 | 减仓 |
| TRGP | TARGA RES CORP | $56.26万 | 0.45% | 2,244 | -114 | -4.8% | -$2.86万 | 减仓 |
| BAC | BANK AMERICA CORP | $54.66万 | 0.44% | 11,211 | 57 | 0.5% | $2,779 | 加仓 |
| — | EXXON MOBIL CORP | $53.70万 | 0.43% | 3,165 | -270 | -7.9% | -$4.58万 | 减仓 |
| EWW | ISHARES INC | $53.23万 | 0.43% | 7,076 | -40 | -0.6% | -$3,009 | 减仓 |
| RTX | RTX CORPORATION | $52.62万 | 0.42% | 2,728 | 495 | 22.2% | $9.55万 | 加仓 |
| CAVA | CAVA GROUP INC | $52.62万 | 0.42% | 6,504 | -518 | -7.4% | -$4.19万 | 减仓 |
| ABBV | ABBVIE INC | $52.59万 | 0.42% | 2,418 | 13 | 0.5% | $2,827 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $51.78万 | 0.42% | 3,532 | -20 | -0.6% | -$2,932 | 减仓 |
| AGNC | AGNC INVT CORP | $50.50万 | 0.41% | 50,348 | -4,665 | -8.5% | -$4.68万 | 减仓 |
| UAA | UNDER ARMOUR INC | $50.37万 | 0.41% | 85,221 | 85,221 | — | $50.37万 | 新建仓 |
| KVUE | KENVUE INC | $48.92万 | 0.40% | 28,377 | -214 | -0.7% | -$3,689 | 减仓 |
| ZTS | ZOETIS INC | $47.76万 | 0.39% | 4,040 | 4,040 | — | $47.76万 | 新建仓 |
| SNPS | SYNOPSYS INC | $47.70万 | 0.39% | 1,203 | -80 | -6.2% | -$3.17万 | 减仓 |
| NVO | NOVO-NORDISK A S | $45.85万 | 0.37% | 12,475 | 417 | 3.5% | $1.53万 | 加仓 |
| EWA | ISHARES INC | $45.35万 | 0.37% | 16,335 | 1,565 | 10.6% | $4.34万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $44.89万 | 0.36% | 7,005 | 2,632 | 60.2% | $16.87万 | 加仓 |
| KWEB | KRANESHARES TRUST | $44.55万 | 0.36% | 15,670 | 15,670 | — | $44.55万 | 新建仓 |
| IVV | ISHARES TR | $43.05万 | 0.35% | 659 | 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 |
| IWV | ISHARES TR | $41.66万 | 0.34% | 1,124 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $39.77万 | 0.32% | 8,300 | 8,300 | — | $39.77万 | 新建仓 |
| EOG | EOG RES INC | $37.36万 | 0.30% | 2,584 | 3 | 0.1% | $434 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $37.22万 | 0.30% | 7,800 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $36.84万 | 0.30% | 5,282 | 5,282 | — | $36.84万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $36.79万 | 0.30% | 1,778 | 14 | 0.8% | $2,897 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.24万 | 0.29% | 1,495 | 6 | 0.4% | $1,454 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $34.96万 | 0.28% | 6,999 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.90万 | 0.28% | 1,623 | 320 | 24.6% | $6.88万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $34.63万 | 0.28% | 13,015 | 486 | 3.9% | $1.29万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $32.44万 | 0.26% | 5,541 | 0 | 0.0% | — | 不变 |
| VNM | VANECK ETF TRUST | $31.81万 | 0.26% | 18,375 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $31.70万 | 0.26% | 1,999 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $31.23万 | 0.25% | 11,123 | 456 | 4.3% | $1.28万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $30.60万 | 0.25% | 3,295 | 6 | 0.2% | $557 | 加仓 |
| SDY | SPDR SERIES TRUST | $30.56万 | 0.25% | 2,094 | 0 | 0.0% | — | 不变 |
| SLRC | SLR INVESTMENT CORP | $29.89万 | 0.24% | 20,891 | 3,500 | 20.1% | $5.01万 | 加仓 |