WJ Financial Advisors LLC 13F 持仓 · 2026年Q2
WJ Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 136 只证券，申报市值合计 1.36 亿美元。前几大持仓：AAPL（4.59%）、GLD（4.55%）、BRKB（4.32%）。本季前 25 大持仓中：增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $6.3M | 4.59% | 21,601 | 增持 |
| 2 | GLD | SPDR GOLD TR | $6.2M | 4.55% | 16,826 | 增持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.9M | 4.32% | 11,747 | 增持 |
| 4 | AMZN | AMAZON COM INC | $4.8M | 3.55% | 20,265 | 减持 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 3.38% | 6,154 | 增持 |
| 6 | SCHX | SCHWAB STRATEGIC TR | $4.5M | 3.28% | 151,593 | 增持 |
| 7 | CLM | CORNERSTONE STRATEGIC INVEST | $3.8M | 2.80% | 503,994 | 增持 |
| 8 | TLT | ISHARES TR | $3.1M | 2.29% | 36,023 | 增持 |
| 9 | PFF | ISHARES TR | $3.0M | 2.19% | 97,889 | 减持 |
| 10 | SCHM | SCHWAB STRATEGIC TR | $2.7M | 2.01% | 74,090 | 增持 |
| 11 | SPHD | INVESCO EXCH TRADED FD TR II | $2.7M | 1.96% | 52,496 | 增持 |
| 12 | GOOG | ALPHABET INC | $2.6M | 1.92% | 7,400 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.81% | 7,517 | 持平 |
| 14 | SCHA | SCHWAB STRATEGIC TR | $2.3M | 1.69% | 63,801 | 减持 |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $2.2M | 1.65% | 2,397 | 减持 |
| 16 | SCHF | SCHWAB STRATEGIC TR | $2.2M | 1.64% | 80,807 | 增持 |
| 17 | XLU | SELECT SECTOR SPDR TR | $2.2M | 1.62% | 48,714 | 增持 |
| 18 | VGT | VANGUARD WORLD FD | $2.1M | 1.55% | 17,670 | 增持 |
| 19 | KMB | KIMBERLY-CLARK CORP | $1.9M | 1.41% | 17,435 | 增持 |
| 20 | MDB | MONGODB INC | $1.9M | 1.37% | 5,539 | 减持 |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $1.8M | 1.33% | 3,128 | 减持 |
| 22 | SO | SOUTHERN CO | $1.8M | 1.32% | 18,758 | 增持 |
| 23 | MSFT | MICROSOFT CORP | $1.7M | 1.26% | 4,594 | 增持 |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | $1.6M | 1.19% | 2,306 | 持平 |
| 25 | VCLT | VANGUARD SCOTTSDALE FDS | $1.6M | 1.19% | 21,509 | 减持 |
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