13FBOX
JOURNEY STRATEGIC WEALTH LLC · 13F 持仓分析
期权收益计算器 机构排行

JOURNEY STRATEGIC WEALTH LLC

No.1116 数据截至 2026Q1
最新持仓市值 (Q1 2026)
$40.29亿
环比变动 Q4 2025
+$2.24亿+5.9%
持仓股票数
821
新买入
128
加仓
467
减仓
189
清仓
69
持股不变
37
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Q1 2026 市值Q1 2026 股数上季度市值上季度股数股数变动操作
强生JNJ
42.46%38.36%$17.11亿699.9万股$14.60亿705.3万股-5.4万股-0.77%减仓
SSPDR标普500 ETFSPY
11.53%13.11%$4.64亿71.4万股$4.99亿73.2万股-1.8万股-2.40%减仓
IiShares安硕信托IVV
8.66%9.8%$3.49亿53.4万股$3.73亿54.4万股-1.0万股-1.91%减仓
苹果AAPL
5.53%6.19%$2.23亿87.8万股$2.36亿86.7万股+1.2万股+1.33%加仓
RRBB FDTBIL
1.03%1.4%$4,151.3万83.3万股$5,319.2万106.6万股-23.4万股-21.93%减仓
V先锋领航指数基金VOO
0.98%0.64%$3,948.1万6.6万股$2,445.5万3.9万股+2.7万股+69.43%加仓
微软MSFT
0.98%1.39%$3,941.4万10.6万股$5,288.0万10.9万股-2,866股-2.62%减仓
英伟达NVDA
0.97%0.96%$3,909.4万22.4万股$3,645.5万19.5万股+2.9万股+14.68%加仓
百事可乐PEP
0.85%0.83%$3,405.8万21.9万股$3,156.1万22.0万股-583股-0.27%减仓
S道富SPYV
0.79%0.78%$3,186.2万56.3万股$2,956.9万52.0万股+4.3万股+8.19%加仓
AVANTIS INTLNGG
0.74%0.55%$2,968.9万35.0万股$2,088.0万25.4万股+9.6万股+37.97%加仓
EEQUABLE SHARES HEDGED EQUITY ETFHEDG
0.65%0.64%$2,613.2万90.2万股$2,434.5万83.0万股+7.2万股+8.65%加仓
IiShares安硕·COREIJH
0.64%0.67%$2,587.4万38.3万股$2,547.9万38.6万股-2,894股-0.75%减仓
IiShares安硕信托TLT
0.6%0.64%$2,432.1万28.1万股$2,429.1万27.9万股+1,864股+0.67%加仓
博通AVGO
0.6%0.7%$2,423.6万7.8万股$2,664.6万7.7万股+1,317股+1.71%加仓
亚马逊AMZN
0.53%0.56%$2,123.1万10.2万股$2,120.0万9.2万股+1.0万股+10.99%加仓
IiShares安硕·MSCIQUAL
0.51%0.54%$2,051.0万10.7万股$2,065.3万10.4万股+2,943股+2.83%加仓
IiShares安硕·COREIJR
0.5%0.52%$2,030.2万16.3万股$1,968.8万16.4万股-506股-0.31%减仓
IINVESCO AI AND NEXT GEN SOFTWARE ETFIGPT
0.5%0.57%$2,015.9万34.7万股$2,185.5万36.8万股-2.0万股-5.53%减仓
IiShares安硕信托MTUM
0.49%0.53%$1,967.9万8.2万股$2,018.8万8.1万股+1,347股+1.67%加仓
谷歌AGOOGL
0.46%0.5%$1,848.4万6.4万股$1,888.3万6.0万股+3,947股+6.54%加仓
I景顺·TOTAL RETURN BOND ETFGTO
0.44%0.45%$1,783.2万38.1万股$1,719.6万36.3万股+1.8万股+5.00%加仓
WWORLD GOLD TRGLD
0.43%0.47%$1,741.3万18.8万股$1,804.5万21.1万股-2.4万股-11.12%减仓
I景顺·NASDAQ 100 ETFQQQM
0.43%0.48%$1,728.2万7.3万股$1,835.5万7.3万股+154股+0.21%加仓
景顺自营指数基金D
0.42%0.45%$1,703.7万28.3万股$1,712.6万28.0万股+3,232股+1.15%加仓
Meta平台META
0.38%0.37%$1,534.5万2.7万股$1,423.5万2.2万股+5,256股+24.37%加仓
IiShares安硕·RUSSELLIWB
0.37%0.4%$1,480.9万4.2万股$1,517.4万4.1万股+901股+2.22%加仓
AAlphabet Inc Class CGOOG
0.33%0.36%$1,339.9万4.7万股$1,383.7万4.4万股+2,616股+5.93%加仓
JJohn Hancock Exchange-Traded Fund TrustJHMB
0.29%0.3%$1,154.9万52.5万股$1,143.9万51.6万股+8,455股+1.64%加仓
AAvantis·U SAVUV
0.28%0.28%$1,128.2万10.2万股$1,048.4万10.3万股-681股-0.66%减仓
摩根大通JPM
0.27%0.3%$1,102.9万3.7万股$1,137.5万3.5万股+2,190股+6.20%加仓
伯克希尔哈撒韦BRK.B
0.25%0.23%$1,026.5万2.1万股$889.2万1.8万股+3,732股+21.10%加仓
特斯拉TSLA
0.24%0.28%$961.9万2.6万股$1,052.6万2.3万股+2,469股+10.55%加仓
J摩根大通交易所交易基金JPIE
0.22%0.23%$899.0万19.5万股$890.2万19.2万股+2,824股+1.47%加仓
IiShares安硕信托IWY
0.19%0.23%$761.3万3.1万股$866.0万3.1万股-676股-2.16%减仓
埃克森美孚XOM
0.19%0.13%$757.0万4.5万股$490.3万4.1万股+3,875股+9.51%加仓
F第一信托交易所交易基金IIIFMB
0.18%0.19%$740.2万14.6万股$721.4万14.1万股+5,032股+3.57%加仓
礼来LLY
0.17%0.18%$687.2万7,471股$688.1万6,403股+1,068股+16.68%加仓
AALLSPRING EXCHANGE TRADED FUAINP
0.17%0.18%$680.5万27.4万股$674.4万26.7万股+6,566股+2.46%加仓
家得宝HD
0.17%0.17%$678.8万2.1万股$658.5万1.9万股+1,504股+7.86%加仓
MADRIGAL PHARMACEUTICALSMDGL
0.17%0.2%$671.6万1.3万股$747.1万1.3万股00.00%持仓不变
好市多COST
0.17%0.12%$669.6万6,719股$446.9万5,183股+1,536股+29.64%加仓
SSPDR道富系列信托SPTL
0.17%0.17%$669.6万25.5万股$647.6万24.5万股+9,935股+4.06%加仓
雪佛龙CVX
0.15%0.11%$613.4万3.0万股$425.7万2.8万股+1,715股+6.14%加仓
沃尔玛WMT
0.14%0.13%$576.4万4.6万股$495.1万4.4万股+1,943股+4.37%加仓
美国运通AXP
0.14%0.18%$556.2万1.8万股$668.1万1.8万股+328股+1.82%加仓
艾伯维ABBV
0.13%0.14%$542.2万2.5万股$527.3万2.3万股+1,849股+8.01%加仓
I景顺QQQ信托VOO
0.13%0.14%$527.0万9,130股$523.0万8,514股+616股+7.24%加仓
美光科技MU
0.12%0.08%$488.5万1.4万股$322.3万1.1万股+3,165股+28.03%加仓
VisaV
0.12%0.16%$482.9万1.6万股$613.0万1.7万股-1,500股-8.58%减仓

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