LJI Wealth Management, LLC 13F 持仓 · 2026年Q2
LJI Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 201 只证券，申报市值合计 7.14 亿美元。前几大持仓：ITOT（27.24%）、SLQD（11.54%）、ISTB（8.10%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $194.5M | 27.24% | 1.2M | 减持 |
| 2 | SLQD | ISHARES TR | $82.4M | 11.54% | 1.6M | 增持 |
| 3 | ISTB | ISHARES TR | $57.8M | 8.10% | 1.2M | 增持 |
| 4 | FLOT | ISHARES TR | $36.9M | 5.17% | 722,584 | 增持 |
| 5 | VTI | VANGUARD INDEX FDS | $29.7M | 4.17% | 80,375 | 减持 |
| 6 | ONEQ | FIDELITY COMWLTH TR | $25.2M | 3.53% | 244,076 | 减持 |
| 7 | IWR | ISHARES TR | $21.2M | 2.98% | 192,587 | 减持 |
| 8 | QQQ | INVESCO QQQ TR | $18.4M | 2.58% | 24,990 | 减持 |
| 9 | AAPL | APPLE INC | $17.2M | 2.41% | 59,378 | 减持 |
| 10 | IVOG | VANGUARD ADMIRAL FDS INC | $14.7M | 2.05% | 100,227 | 减持 |
| 11 | IWM | ISHARES TR | $11.2M | 1.57% | 37,265 | 减持 |
| 12 | VTWG | VANGUARD SCOTTSDALE FDS | $9.1M | 1.27% | 31,517 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $8.4M | 1.18% | 25,675 | 增持 |
| 14 | LLY | ELI LILLY & CO | $8.4M | 1.18% | 7,026 | 增持 |
| 15 | VTWO | VANGUARD SCOTTSDALE FDS | $7.2M | 1.01% | 59,328 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $7.2M | 1.00% | 35,790 | 增持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $6.0M | 0.84% | 8,053 | 减持 |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | $4.5M | 0.63% | 38,498 | 增持 |
| 19 | SUB | ISHARES TR | $4.4M | 0.62% | 41,440 | 增持 |
| 20 | AMZN | AMAZON COM INC | $3.7M | 0.52% | 15,658 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $3.7M | 0.52% | 9,994 | 增持 |
| 22 | BAC | BANK OF AMER CORP | $3.5M | 0.49% | 60,785 | 增持 |
| 23 | GOOG | ALPHABET INC | $3.1M | 0.43% | 8,701 | 增持 |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.8M | 0.40% | 50,146 | 增持 |
| 25 | META | META PLATFORMS INC | $2.8M | 0.39% | 4,883 | 增持 |
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