WJ Interests, LLC
- SEC CIK
- 0001727642
- 最新申報
- 2026/7/29
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/19 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 70
- 較 2022 年第 3 季 +60
- 總值
- $1.20 億
- 較 2022 年第 3 季 +$836.3 萬 (+7.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Total World Stock ETF922042742 | ETF | 260,523 | $2,245 萬 | 18.6% | −3,536−1.3% | 減碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 668,416 | $2,169 萬 | 18.0% | +23,710+3.7% | 加碼 | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 567,120 | $1,799 萬 | 14.9% | +19,403+3.5% | 加碼 | – |
| Strategy Shs86280R886 | NEWFOUND RESLV | 698,008 | $1,699 萬 | 14.1% | −2610.0% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 220,195 | $1,111 萬 | 9.2% | −616−0.3% | 減碼 | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 641,767 | $972.6 萬 | 8.1% | +49,075+8.3% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 150,009 | $752.9 萬 | 6.2% | +150,009 | 新進 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 70,180 | $281.0 萬 | 2.3% | +70,180 | 新進 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 48,213 | $237.5 萬 | 2.0% | +48,213 | 新進 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 23,432 | $231.2 萬 | 1.9% | −21,134−47.4% | 減碼 | – |
| STELStellar Bancorp, Inc. | COM | 50,688 | $149.3 萬 | 1.2% | +50,688 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 6,561 | $50.2 萬 | 0.4% | +6,561 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,290 | $36.3 萬 | 0.3% | +3,290 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,137 | $27.3 萬 | 0.2% | +40+3.6% | 加碼 | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 15,864 | $25.7 萬 | 0.2% | +15,864 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 1,600 | $22.7 萬 | 0.2% | +1,600 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 1,480 | $17.5 萬 | 0.1% | +1,480 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 2,034 | $14.3 萬 | 0.1% | +2,034 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 1,768 | $13.7 萬 | 0.1% | +1,768 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 1,161 | $12.1 萬 | 0.1% | +1,161 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 850 | $11.0 萬 | 0.1% | +850 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 1,726 | $11.0 萬 | 0.1% | +1,726 | 新進 | 歷史 |
| WPCW. P. Carey Inc. | COM | 1,316 | $10.3 萬 | 0.1% | +1,316 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,200 | $8.63 萬 | 0.1% | +1,200 | 新進 | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 5,430 | $7.89 萬 | 0.1% | +5,430 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 4,058 | $7.47 萬 | 0.1% | +4,058 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 400 | $7.07 萬 | 0.1% | +400 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 150 | $6.30 萬 | 0.1% | +150 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 740 | $6.22 萬 | 0.1% | +740 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 1,752 | $6.13 萬 | 0.1% | +1,752 | 新進 | 歷史 |
| VVisa Inc. | Stock | 262 | $5.44 萬 | <0.1% | +262 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,328 | $5.23 萬 | <0.1% | +1,328 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 150 | $5.22 萬 | <0.1% | +150 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 350 | $5.13 萬 | <0.1% | +350 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 250 | $5.05 萬 | <0.1% | +250 | 新進 | 歷史 |
| GISGeneral Mills Inc | Stock | 600 | $5.03 萬 | <0.1% | +600 | 新進 | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 200 | $4.89 萬 | <0.1% | +200 | 新進 | 歷史 |
| STRSStratus Properties Inc | COM NEW | 2,500 | $4.82 萬 | <0.1% | +2,500 | 新進 | 歷史 |
| CICigna Group | Stock | 134 | $4.44 萬 | <0.1% | +134 | 新進 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 576 | $4.30 萬 | <0.1% | +576 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 312 | $4.24 萬 | <0.1% | +312 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 300 | $3.70 萬 | <0.1% | +300 | 新進 | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 3,000 | $3.55 萬 | <0.1% | +3,000 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 340 | $3.37 萬 | <0.1% | +340 | 新進 | 歷史 |
| CTVACorteva, Inc. | Stock | 500 | $2.94 萬 | <0.1% | +500 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 283 | $2.91 萬 | <0.1% | +283 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 100 | $2.44 萬 | <0.1% | +100 | 新進 | 歷史 |
| NFGNational Fuel Gas Co | Stock | 373 | $2.36 萬 | <0.1% | +373 | 新進 | 歷史 |
| TVRDTvardi Therapeutics, Inc. | COM | 2,000 | $2.15 萬 | <0.1% | +2,000 | 新進 | 歷史 |
| TECKTeck Resources Ltd | CL B | 551 | $2.08 萬 | <0.1% | +551 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 521 | $1.73 萬 | <0.1% | +521 | 新進 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 300 | $1.68 萬 | <0.1% | +300 | 新進 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 120 | $1.53 萬 | <0.1% | +120 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 400 | $1.52 萬 | <0.1% | +400 | 新進 | 歷史 |
| BABoeing Co | Stock | 75 | $1.43 萬 | <0.1% | +75 | 新進 | 歷史 |
| IRMIron Mountain Inc | COM | 279 | $1.39 萬 | <0.1% | +279 | 新進 | 歷史 |
| PAASPan American Silver Corp | Stock | 825 | $1.35 萬 | <0.1% | +825 | 新進 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 418 | $1.25 萬 | <0.1% | +418 | 新進 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 180 | $1.09 萬 | <0.1% | +180 | 新進 | – |
| MSTRStrategy Inc | Stock | 75 | $1.06 萬 | <0.1% | +75 | 新進 | 歷史 |
| KRPKimbell Royalty Partners, LP | UNIT | 540 | $9,018 | <0.1% | +540 | 新進 | 歷史 |
| SHELShell plc | ADR | 156 | $8,884 | <0.1% | +156 | 新進 | 歷史 |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 510 | $8,604 | <0.1% | +510 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 337 | $8,128 | <0.1% | +337 | 新進 | 歷史 |
| CPNGCoupang, Inc. | CL A | 500 | $7,355 | <0.1% | +500 | 新進 | 歷史 |
| VUZIVuzix Corp | COM NEW | 950 | $3,458 | <0.1% | +950 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 35 | $3,041 | <0.1% | +35 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 25 | $3,009 | <0.1% | +25 | 新進 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 2,250 | $2,723 | <0.1% | +2,250 | 新進 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 100 | $806 | <0.1% | +100 | 新進 | 歷史 |
2022 年第 3 季之後清倉（2 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 316,707 | $837.7 萬 | 7.5% | – |
| Simplify Exchange Traded Fun82889N780 | TAIL RISK STRAT | 319,510 | $734.9 萬 | 6.6% | – |