4J Wealth Management LLC 13F 持仓 · 2026年Q2
4J Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 2.04 亿美元。前几大持仓：IVV（12.59%）、TOUS（9.24%）、DYNF（8.85%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $25.7M | 12.59% | 34,280 | 减持 |
| 2 | TOUS | T ROWE PRICE EXCHANGE-TRADED | $18.8M | 9.24% | 491,077 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $18.0M | 8.85% | 265,350 | 增持 |
| 4 | TTEQ | T ROWE PRICE EXCHANGE-TRADED | $10.6M | 5.19% | 237,210 | 增持 |
| 5 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $8.4M | 4.14% | 205,529 | 减持 |
| 6 | IEI | ISHARES TR | $7.7M | 3.78% | 65,537 | 增持 |
| 7 | TFLR | T ROWE PRICE EXCHANGE-TRADED | $6.7M | 3.27% | 132,148 | 减持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.6M | 3.25% | 13,229 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $5.8M | 2.84% | 28,939 | 减持 |
| 10 | IDYN | BLACKROCK ETF TRUST | $5.5M | 2.72% | 184,793 | 增持 |
| 11 | AAPL | APPLE INC | $4.8M | 2.36% | 16,594 | 减持 |
| 12 | GOOG | ALPHABET INC | $4.5M | 2.20% | 12,685 | 减持 |
| 13 | DGRO | ISHARES TR | $3.7M | 1.84% | 49,430 | 增持 |
| 14 | BINC | BLACKROCK ETF TRUST II | $3.3M | 1.61% | 62,820 | 增持 |
| 15 | TBUX | T ROWE PRICE EXCHANGE-TRADED | $3.2M | 1.57% | 64,295 | 增持 |
| 16 | TSPA | T ROWE PRICE EXCHANGE-TRADED | $3.1M | 1.52% | 65,184 | 增持 |
| 17 | AMZN | AMAZON COM INC | $3.0M | 1.46% | 12,470 | 减持 |
| 18 | IBDU | ISHARES TR | $2.9M | 1.43% | 126,059 | 增持 |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.24% | 44,718 | 增持 |
| 20 | UNOV | INNOVATOR ETFS TRUST | $2.2M | 1.08% | 54,614 | 减持 |
| 21 | ANET | ARISTA NETWORKS INC | $2.1M | 1.02% | 12,290 | 增持 |
| 22 | IAU | ISHARES GOLD TR | $2.0M | 0.97% | 26,157 | 增持 |
| 23 | NOC | NORTHROP GRUMMAN CORP | $2.0M | 0.96% | 3,862 | 增持 |
| 24 | BLCR | BLACKROCK ETF TRUST | $1.9M | 0.94% | 38,195 | 新建仓 |
| 25 | TSLA | TESLA INC | $1.9M | 0.91% | 4,434 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR