WF
WJ Financial Advisors LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 128
WJ Financial Advisors LLC在最新一期 13F 报告中披露了 128 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 14.8%。
机构性格雪花图
- 集中度
- 7.29
- 持仓稳定性
- 14.77
- 动能／逆势
- 100
- 行业集中度
- 38.01
- 多样化
- 100
- 仓位均衡度
- 88.42
近期动向
减仓 AAPL
+2.4% -US$25.3万
加仓 CLM
+69.2% US$104.0万
减仓 SCHX
-0.4% -US$21.1万
减仓 TLT
-5.4% -US$18.7万
减仓 GOOG
-1.2% -US$23.8万
减仓 BRK-B
+8.3% US$15.1万
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 |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-避险与商品 | 5.77% | +0.21% | +5.34% | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.43% | -0.68% | +2.40% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.83% | -0.26% | +8.34% | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.41% | -0.11% | +18.35% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.19% | — | +2.72% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.14% | -0.51% | -0.45% | |
| 7 | CLM | Cornerstone Strategic Invest | 股票-其他 | 2.62% | +0.66% | +69.16% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.42% | — | +3.40% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 2.41% | -0.41% | -5.38% | |
| 10 | SPHD | Invesco S&p 500 High Dividen | ETF-大型股与成长 | 2.03% | -0.09% | +2.45% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.93% | +0.19% | +6.19% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.84% | -0.03% | +5.25% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.79% | +0.11% | +28.34% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.78% | -0.40% | -1.25% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.77% | +0.13% | +10.47% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.58% | +0.24% | +26.59% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 1.51% | -0.01% | +7.04% | |
| 18 | MDB | Mongodb INC | 股票-科技 | 1.47% | +0.15% | +110.38% | |
| 19 | SO | Southern Co/the | 股票-公用事业 | 1.41% | +0.03% | +2.32% | |
| 20 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 1.34% | — | -0.37% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | +0.22% | +72.32% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.32% | -0.26% | -0.38% | |
| 23 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 1.31% | — | +8.13% | |
| 24 | SLV | Ishares Silver Trust | ETF-避险与商品 | 1.22% | — | +4.75% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | +0.07% | -0.23% | |
| 26 | TYG | Tortoise Energy Infrastruct | 股票-其他 | 1.15% | +0.13% | +2.39% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.15% | — | +3.13% | |
| 28 | KMI | Kinder Morgan INC | 股票-能源 | 1.09% | +0.22% | +12.90% | |
| 29 | RVT | Royce Small-cap Trust INC | 股票-其他 | 1.03% | — | -1.91% | |
| 30 | LDP | Cohen & Steers Limited Durat | 股票-其他 | 0.94% | — | +9.28% | |
| 31 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.90% | +0.03% | +13.86% | |
| 32 | RGLD | Royal Gold INC | 股票-原材料 | 0.88% | — | -5.63% | |
| 33 | AES | Aes CORP | 股票-公用事业 | 0.87% | — | -0.93% | |
| 34 | CAT | Caterpillar INC | 股票-工业 | 0.80% | +0.09% | +0.22% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.79% | — | — | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.74% | — | +1.00% | |
| 37 | STWD | Starwood Property Trust INC | 股票-房地产 | 0.71% | +0.03% | +21.87% | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.70% | +0.10% | +55.64% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | — | -0.36% | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.65% | — | +43.52% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.63% | — | — | |
| 42 | NFLX | Netflix INC | 股票-通信服务 | 0.62% | — | +13.95% | |
| 43 | WMB | Williams Cos INC | 股票-能源 | 0.60% | — | -0.89% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | — | +3.33% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.60% | — | — | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.60% | — | -2.20% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.59% | — | -1.32% | |
| 48 | HON | Honeywell International INC | 股票-工业 | 0.59% | +0.12% | +18.14% | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.58% | — | -1.57% | |
| 50 | KDP | Keurig Dr Pepper INC | 股票-非周期性消费 | 0.58% | — | +1.61% |
1–50 of 128
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
WJ Financial Advisors LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Domino's Pizza INC (DPZ); 新建仓: Under Armour Inc-class A (UAA); 新建仓: Zoetis INC (ZTS); 新建仓: Kranesh Csi China Internet (KWEB); 新建仓: Direx Dail Semi Bu 3x Et-usd (SOXL).
FAQ
WJ Financial Advisors LLC 是什么机构？属于哪种投资人类型？
WJ Financial Advisors 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$1.2亿，分布在 128 个已申报仓位之中。
WJ Financial Advisors LLC 目前前几大持股有哪些？
根据最新 13F 申报，WJ Financial Advisors LLC 按市值排列的前几大持股为：
1. Spdr Gold Shares (GLD) — US$715.1万 (5.8%)
2. Apple INC (AAPL) — US$548.1万 (4.4%)
3. Berkshire Hathaway Inc-cl B (BRK-B) — US$474.0万 (3.8%)
4. Amazon.com INC (AMZN) — US$422.1万 (3.4%)
5. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$395.4万 (3.2%)
WJ Financial Advisors 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 Financial Advisors LLC 共进行了 50 项显著调整：新建仓 14 个仓位、加仓 27 个既有持股、减仓 8 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Domino's Pizza INC (DPZ); 新建仓: Under Armour Inc-class A (UAA); 新建仓: Zoetis INC (ZTS); 新建仓: Kranesh Csi China Internet (KWEB); 新建仓: Direx Dail Semi Bu 3x Et-usd (SOXL)
WJ Financial Advisors 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 Financial Advisors LLC 的主要板块分布如下：
• Information Technology: 22.6%
• Financials: 16.2%
• Consumer Staples: 11.0%
• Consumer Discretionary: 10.3%
• Energy: 8.4%
• Health Care: 7.7%