WJ Wealth Management, LLC 13F 持仓 · 2026年Q2
WJ Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 2.53 亿美元。前几大持仓：CGDV（7.93%）、JPST（7.87%）、FLXR（5.97%）。本季前 25 大持仓中：新建仓 3 只、增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $20.1M | 7.93% | 408,012 | 减持 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $19.9M | 7.87% | 394,346 | 减持 |
| 3 | FLXR | TCW ETF TRUST | $15.1M | 5.97% | 385,728 | 减持 |
| 4 | BINC | BLACKROCK ETF TRUST II | $12.6M | 4.96% | 240,233 | 增持 |
| 5 | DFLV | DIMENSIONAL ETF TRUST | $10.5M | 4.14% | 265,332 | 增持 |
| 6 | SPMO | INVESCO EXCH TRADED FD TR II | $10.2M | 4.01% | 62,905 | 减持 |
| 7 | QQQ | INVESCO QQQ TR | $10.1M | 3.99% | 13,721 | 减持 |
| 8 | NVDA | NVIDIA CORPORATION | $9.3M | 3.69% | 46,703 | 减持 |
| 9 | BAI | BLACKROCK ETF TRUST | $9.2M | 3.62% | 174,181 | 新建仓 |
| 10 | PWRD | TCW ETF TRUST | $8.7M | 3.43% | 70,610 | 减持 |
| 11 | JEMA | J P MORGAN EXCHANGE TRADED F | $7.8M | 3.07% | 121,850 | 增持 |
| 12 | DTCR | GLOBAL X FDS | $7.4M | 2.90% | 242,154 | 新建仓 |
| 13 | DYNF | BLACKROCK ETF TRUST | $7.2M | 2.85% | 106,052 | 增持 |
| 14 | GRNY | TIDAL TRUST I | $6.9M | 2.72% | 249,361 | 增持 |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | $6.6M | 2.60% | 21,727 | 增持 |
| 16 | RWL | INVESCO EXCH TRADED FD TR II | $5.9M | 2.32% | 46,073 | 增持 |
| 17 | GLTR | ABRDN PRECIOUS METALS BASKET | $5.1M | 2.00% | 27,933 | 减持 |
| 18 | AIQ | GLOBAL X FDS | $4.8M | 1.88% | 72,759 | 新建仓 |
| 19 | CGUS | CAPITAL GROUP CORE EQUITY ET | $4.5M | 1.79% | 101,897 | 增持 |
| 20 | GARP | ISHARES TR | $4.5M | 1.76% | 54,133 | 减持 |
| 21 | NEAR | ISHARES U S ETF TR | $4.4M | 1.75% | 87,652 | 增持 |
| 22 | IDMO | INVESCO EXCH TRADED FD TR II | $3.7M | 1.46% | 61,478 | 减持 |
| 23 | GOOG | ALPHABET INC | $3.2M | 1.25% | 8,982 | 增持 |
| 24 | IWY | ISHARES TR | $2.9M | 1.14% | 9,901 | 减持 |
| 25 | IBDS | ISHARES TR | $2.8M | 1.09% | 113,756 | 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