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4J Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

4J Wealth Management LLC

No.7081
最新持仓市值 (Q2 2026)
$2.04亿
环比变动 Q1 2026
+$2,792.4万+15.9%
持仓股票数
111
新买入
15
加仓
24
减仓
47
清仓
5
持股不变
25
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
12.59%12.86%$2,567.2万3.4万股$2,262.3万3.5万股-353股-1.02%减仓
TT. ROWE PRICE INTERNATIONAL EQUITY ETFTOUS
9.24%9.57%$1,884.3万49.1万股$1,684.1万48.8万股+3,488股+0.72%加仓
B贝莱德ETF信托DYNF
8.85%7.27%$1,804.6万26.5万股$1,279.4万22.0万股+4.5万股+20.67%加仓
TT ROWE PRICE ETFTFNS
5.19%3.99%$1,058.0万23.7万股$702.5万23.2万股+5,021股+2.16%加仓
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
4.14%5.47%$844.7万20.6万股$962.0万27.0万股-6.5万股-23.96%减仓
IiShares安硕信托IEI
3.78%3.9%$769.7万6.6万股$685.4万5.8万股+7,743股+13.40%加仓
TT ROWETFLR
3.27%4.05%$666.2万13.2万股$712.0万14.1万股-9,228股-6.53%减仓
伯克希尔哈撒韦BRK.B
3.25%3.66%$662.0万1.3万股$643.2万1.3万股-194股-1.45%减仓
英伟达NVDA
2.84%2.87%$579.0万2.9万股$505.8万2.9万股-60股-0.21%减仓
BBLACKROCK ETF TRUSTIDYN
2.72%2.6%$554.6万18.5万股$458.2万15.9万股+2.6万股+16.18%加仓
苹果AAPL
2.36%2.48%$480.2万1.7万股$435.5万1.7万股-567股-3.30%减仓
AAlphabet Inc Class CGOOG
2.2%2.08%$448.2万1.3万股$366.2万1.3万股-80股-0.63%减仓
IiShares安硕信托DGRO
1.84%1.46%$374.6万4.9万股$256.6万3.7万股+1.3万股+35.20%加仓
B贝莱德·ETF TRUST IIBINC
1.61%0.96%$328.8万6.3万股$169.5万3.3万股+3.0万股+92.46%加仓
TT ROWE PRICE EXCHANGE-TRADEDTBUX
1.57%1.24%$320.0万6.4万股$217.4万4.4万股+2.1万股+47.12%加仓
TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA
1.52%1%$309.8万6.5万股$175.3万4.3万股+2.2万股+52.07%加仓
亚马逊AMZN
1.46%1.52%$297.2万1.2万股$268.2万1.3万股-409股-3.18%减仓
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
1.43%1.57%$292.0万12.6万股$276.8万11.9万股+7,063股+5.94%加仓
J摩根大通交易所交易基金JEPI
1.24%0.49%$252.6万4.5万股$87.0万1.5万股+2.9万股+191.30%加仓
IINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - NOVEMBERXBJL
1.08%1.2%$219.3万5.5万股$211.9万5.7万股-2,234股-3.93%减仓
Arista网络ANET
1.02%0.85%$208.8万1.2万股$149.9万1.2万股+78股+0.64%加仓
IiShares黄金信托IAU
0.97%1.16%$197.5万2.6万股$203.5万2.3万股+3,069股+13.29%加仓
NORTHROP GRUMMAN COMNOC
0.96%1.48%$196.7万3,862股$259.5万3,804股+58股+1.52%加仓
B贝莱德ETF信托BLCR
0.94%$192.4万3.8万股$00股+3.8万股新买入
特斯拉TSLA
0.91%0.94%$186.5万4,434股$164.8万4,434股00.00%持仓不变
微软MSFT
0.88%1.05%$179.9万4,822股$184.1万4,974股-152股-3.06%减仓
埃克森美孚XOM
0.83%1.19%$168.3万1.2万股$209.4万1.2万股-29股-0.23%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.79%1.04%$160.3万2.0万股$182.5万2.2万股-2,582股-11.68%减仓
IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF
0.63%$128.4万1.9万股$00股+1.9万股新买入
谷歌AGOOGL
0.63%0.58%$127.7万3,575股$101.2万3,520股+55股+1.56%加仓
万事达MA
0.56%0.71%$114.8万2,236股$124.2万2,486股-250股-10.06%减仓
IiShares安硕信托IVW
0.54%0.54%$110.9万8,061股$95.7万8,461股-400股-4.73%减仓
V先锋领航指数基金VOO
0.5%0.45%$101.0万1,372股$80.0万1,386股-14股-1.01%减仓
Meta平台META
0.48%0.55%$97.6万1,733股$97.5万1,704股+29股+1.70%加仓
SSPDR标普500 ETFSPY
0.47%0.48%$96.1万1,287股$83.7万1,287股00.00%持仓不变
IiShares安硕信托IBTH
0.47%0.46%$95.0万4.2万股$81.1万3.6万股+6,332股+17.52%加仓
IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF
0.46%0.13%$94.0万3.1万股$22.2万7,363股+2.3万股+317.26%加仓
TT ROWE PRICE EXCHANGE-TRADEDTURF
0.44%$90.6万2.9万股$00股+2.9万股新买入
TT. ROWE PRICE SMALL-MID CAP ETFTMSL
0.42%$85.7万2.0万股$00股+2.0万股新买入
IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR
0.42%0.49%$85.0万1.7万股$86.5万1.7万股-305股-1.78%减仓
IiShares安硕信托IBDT
0.41%0.44%$84.5万3.3万股$78.1万3.1万股+2,618股+8.49%加仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
0.41%0.21%$84.0万2.9万股$36.6万1.2万股+1.7万股+142.93%加仓
G通用动力VTI
0.4%0.4%$82.0万2,215股$70.0万2,181股+34股+1.56%加仓
IINNOVATOR ETFS TRUST NASDAQ-100 MANAGED FLOOR ETFQFLR
0.39%0.41%$78.8万2.2万股$73.0万2.2万股-300股-1.37%减仓
AMD超威AMD
0.38%0.18%$77.3万1,331股$31.6万1,551股-220股-14.18%减仓
IiShares安硕信托GVI
0.38%0.47%$76.9万7,147股$82.3万7,757股-610股-7.86%减仓
IInnovator ETF信托BUFB
0.37%0.43%$76.1万1.9万股$76.5万2.1万股-1,955股-9.17%减仓
美国电力AEP
0.37%0.41%$75.8万5,544股$72.7万5,544股00.00%持仓不变
GE航空GE
0.35%0.32%$71.7万1,919股$55.8万1,967股-48股-2.44%减仓
甲骨文ORCL
0.35%0.41%$71.3万4,868股$73.0万4,963股-95股-1.91%减仓

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