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WJ Wealth Management, LLC

分散型投资策略行业集中型高品质投资策略

申报总市值

US$2.1亿

申报季度: 2026-03-31 · 持股只数: 70

WJ Wealth Management, LLC在最新一期 13F 报告中披露了 70 项持股，申报期为 2026-03-31，总持股市值约为 US$2.1亿，季度换手率为 39.9%。

机构性格雪花图

集中度
17.03
持仓稳定性
39.9
动能／逆势
61.02
行业集中度
100
多样化
100
仓位均衡度
85.82

近期动向

  • 减仓 WINN

    -90.7%　-US$980.3万

  • 加仓 JPST

    +20.1%　US$370.1万

  • 减仓 CGIE

    -43.8%　-US$509.8万

  • 加仓 NEAR

    +630.5%　US$377.1万

  • 减仓 BINC

    -19.2%　-US$295.2万

  • 减仓 IDMO

    -39.3%　-US$226.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1JPSTJpmorgan Ultra-short IncomeETF-其他10.32%+2.30%+20.14%
2CGDVCap Group Dividend ValueETF-其他8.14%+0.40%+0.96%
3FLXRTcw Flexible Income ETFETF-其他7.87%+0.16%-3.82%
4BINCIshares Flex I A Etf-usd INCETF-其他5.36%-0.94%-19.22%
5DFLVDim US Large Cap Value ETFETF-大型股与成长3.99%+3.99%NEW
6GLTRAbrdn Precious Metals BasketETF-其他3.97%-0.30%-18.21%
7SHLDGlobal X Defense Tech ETFETF-科技型3.95%+0.75%+5.38%
8NVDANvidia CORP股票-科技3.81%-0.01%-0.12%
9QQQInvesco Qqq Trust Series 1ETF-科技型3.81%+0.19%+4.47%
10SPMOInvesco S&p 500 Momentum ETFETF-大型股与成长3.52%-0.28%-7.83%
11PWRDTcw Transform Systems ETFETF-其他3.32%+0.33%+1.92%
12CGIECap Group Intl EquityETF-其他2.87%-2.05%-43.77%
13JEMAJpmorgan Activebuilders EmerETF-其他2.78%+2.78%NEW
14GRNYFundstr Gran Sh US Lrg CapETF-其他2.61%+0.50%+20.05%
15QQQMInvesco Nasdaq 100 ETFETF-科技型2.41%—-0.57%
16RWLInvesco S&p 500 Revenue ETFETF-大型股与成长2.32%+2.32%NEW
17IWYIshares Russell Top 200 GrowETF-其他2.08%-0.38%-12.15%
18NEARIshares Sh Dba ETF Usd INCETF-其他2.05%+1.79%+630.51%
19IBDSIshrs Ibnds Dec 27 CORP ETFETF-其他1.62%+0.17%+4.85%
20GARPIshares Msci USA Quality GarETF-其他1.62%-0.06%-3.69%
21IDMOInvesco S&p International DeETF-其他1.58%-0.89%-39.28%
22CGUSCap Group Core EquityETF-其他1.45%+1.45%NEW
23GOOGAlphabet Inc-cl C股票-通信服务1.18%-0.02%+0.67%
24AMZNAmazon.com INC股票-周期性消费1.01%-0.07%-2.88%
25IVVIshares Core S&p 500 ETFETF-大型股与成长1.00%-0.04%-5.83%
26OPPJWisdomtree Japan OpportunitiETF-其他0.83%+0.83%NEW
27QUALIshares Msci USA Quality FacETF-其他0.82%-0.70%-47.58%
28IUSVIshares Core S&p U.s. ValueETF-其他0.76%—-2.92%
29ARKXArk Space & Defense InnovatiETF-其他0.74%+0.14%+13.17%
30OEFIshares S&p 100 ETFETF-其他0.64%——
31MSFTMicrosoft CORP股票-科技0.63%-0.20%-6.59%
32NLRVaneck Urani & Nuclr Etf-usdETF-其他0.61%—+0.81%
33AAPLApple INC股票-科技0.60%-0.05%-7.34%
34SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.45%—-4.68%
35TSMTaiwan Semiconductor-sp Adr股票-科技0.45%+0.09%+4.33%
36QTUMDefiance Quantum ETFETF-其他0.44%—+0.24%
37JPLDJpmorgan LTD Duration ETFETF-其他0.42%—-2.63%
38WINNHarbor Long-term Growers ETFETF-其他0.42%-4.26%-90.66%
39ITOTIshares Core S&p Total U.s.ETF-其他0.39%—-0.63%
40XARSs Spdr S&p Aerospace DefETF-其他0.36%——
41IBMPIshares Ibonds Dec 2027 TermETF-其他0.36%—+4.14%
42IBMQIshares Ibonds Dec 2028 MuniETF-其他0.35%—+4.90%
43COSTCostco Wholesale CORP股票-非周期性消费0.35%——
44SMHVaneck Semiconductor ETFETF-其他0.34%——
45AVGOBroadcom INC股票-科技0.32%—+4.41%
46IBDTIshares Ibonds Dec 2028 ETFETF-其他0.31%+0.16%+92.65%
47TOTLSs Doubleline Tr Tact ETFETF-其他0.30%+0.12%+55.82%
48SHYIshares 1-3 Year Treasury BoETF-政府公债0.29%-0.11%-31.85%
49SUBIshares Short-term NationalETF-其他0.28%——
50LLYEli Lilly & Co股票-医疗保健0.26%—-0.17%
1–50 of 70

本季持股变动

WJ Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Dim US Large Cap Value ETF (DFLV); 清仓: Cap Group Growth Equity (CGGR); 新建仓: Jpmorgan Activebuilders Emer (JEMA); 清仓: Blackrock ETF Trust; 新建仓: Invesco S&p 500 Revenue ETF (RWL).

WJ Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1JPSTJpmorgan Ultra-short Income+2.3%+20.14%加仓
2NEARIshares Sh Dba ETF Usd INC+1.8%+630.51%加仓
3SHLDGlobal X Defense Tech ETF+0.8%+5.38%加仓
4GRNYFundstr Gran Sh US Lrg Cap+0.5%+20.05%加仓
5CGDVCap Group Dividend Value+0.4%+0.96%加仓
6PWRDTcw Transform Systems ETF+0.3%+1.92%加仓
7QQQInvesco Qqq Trust Series 1+0.2%+4.47%加仓
8IBDSIshrs Ibnds Dec 27 CORP ETF+0.2%+4.85%加仓
9FLXRTcw Flexible Income ETF+0.2%-3.82%减仓
10IBDTIshares Ibonds Dec 2028 ETF+0.2%+92.65%加仓
11ARKXArk Space & Defense Innovati+0.1%+13.17%加仓
12TOTLSs Doubleline Tr Tact ETF+0.1%+55.82%加仓
13TSMTaiwan Semiconductor-sp Adr+0.1%+4.33%加仓
14QQQMInvesco Nasdaq 100 ETF—-0.57%减仓
15NVDANvidia CORP0%-0.12%减仓
16GOOGAlphabet Inc-cl C0%+0.67%加仓
17IVVIshares Core S&p 500 ETF0%-5.83%减仓
18SUSAIshares Esg Optimized Msci U0%-25.93%减仓
19AAPLApple INC-0.1%-7.34%减仓
20GARPIshares Msci USA Quality Gar-0.1%-3.69%减仓
21IGVIshares Expanded Tech-softwa-0.1%-7.11%减仓
22AMZNAmazon.com INC-0.1%-2.88%减仓
23SHYIshares 1-3 Year Treasury Bo-0.1%-31.85%减仓
24OKLOOklo INC-0.1%-12.21%减仓
25MSFTMicrosoft CORP-0.2%-6.59%减仓
26SPMOInvesco S&p 500 Momentum ETF-0.3%-7.83%减仓
27GLTRAbrdn Precious Metals Basket-0.3%-18.21%减仓
28IWYIshares Russell Top 200 Grow-0.4%-12.15%减仓
29QUALIshares Msci USA Quality Fac-0.7%-47.58%减仓
30DUSADavis Select US Equity ETF-0.8%-82.44%减仓
31IDMOInvesco S&p International De-0.9%-39.28%减仓
32BINCIshares Flex I A Etf-usd INC-0.9%-19.22%减仓
33CGIECap Group Intl Equity-2.1%-43.77%减仓
34WINNHarbor Long-term Growers ETF-4.3%-90.66%减仓
35DFLVDim US Large Cap Value ETF—NEW新建仓
36CGGRCap Group Growth Equity—EXIT清仓
37JEMAJpmorgan Activebuilders Emer—NEW新建仓
38✓ Blackrock ETF Trust—EXIT清仓
39RWLInvesco S&p 500 Revenue ETF—NEW新建仓
40PYLDPimco Multisector Bond Actv—EXIT清仓
41CGUSCap Group Core Equity—NEW新建仓
42OPPJWisdomtree Japan Opportuniti—NEW新建仓
43COWGPacer US Lrg Cap Cows Gr Ld—EXIT清仓
44JPIEJpmorgan Income ETF—NEW新建仓
45PLTRPalantir Technologies Inc-a—EXIT清仓
46LHXL3harris Technologies INC—NEW新建仓
47IBMRIshares Ibonds Dec 2029 M Bd—NEW新建仓
48PNQIInvesco Nasdaq Internet ETF—EXIT清仓
49SPBCSimplify US Eqty Pl Bitcoin—EXIT清仓
50IYCIshares US Consumer Discreti—EXIT清仓

FAQ

WJ Wealth Management, LLC 是什么机构？属于哪种投资人类型？
WJ Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.1亿，分布在 70 个已申报仓位之中。
WJ Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，WJ Wealth Management, LLC 按市值排列的前几大持股为： 1. Jpmorgan Ultra-short Income (JPST) — US$2202.9万 (10.3%) 2. Cap Group Dividend Value (CGDV) — US$1739.1万 (8.1%) 3. Tcw Flexible Income ETF (FLXR) — US$1680.7万 (7.9%) 4. Ishares Flex I A Etf-usd INC (BINC) — US$1144.4万 (5.4%) 5. Dim US Large Cap Value ETF (DFLV) — US$852.1万 (4.0%)
WJ Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，WJ Wealth Management, LLC 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 13 个既有持股、减仓 21 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：新建仓: Dim US Large Cap Value ETF (DFLV); 清仓: Cap Group Growth Equity (CGGR); 新建仓: Jpmorgan Activebuilders Emer (JEMA); 清仓: Blackrock ETF Trust; 新建仓: Invesco S&p 500 Revenue ETF (RWL)
WJ Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，WJ Wealth Management, LLC 的主要板块分布如下： • Information Technology: 65.5% • Communication Services: 15.0% • Consumer Discretionary: 11.0% • Consumer Staples: 3.8% • Health Care: 2.8% • Industrials: 1.8%