WJ Interests, LLC
- SEC CIK
- 0001727642
- 最新申報
- 2026/7/29
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/13 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 10
- 較 2022 年第 4 季 −60
- 總值
- $1.45 億
- 較 2022 年第 4 季 +$2,410 萬 (+20.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 885,363 | $3,104 萬 | 21.5% | +216,947+32.5% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 300,793 | $2,777 萬 | 19.2% | +40,270+15.5% | 加碼 | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 694,754 | $2,408 萬 | 16.7% | +127,634+22.5% | 加碼 | – |
| Strategy Shs86280R886 | NEWFOUND RESLV | 734,697 | $1,856 萬 | 12.8% | +36,689+5.3% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 238,141 | $1,270 萬 | 8.8% | +17,946+8.2% | 加碼 | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 687,803 | $1,131 萬 | 7.8% | +46,036+7.2% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 118,931 | $880.3 萬 | 6.1% | +118,931 | 新進 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 159,104 | $819.9 萬 | 5.7% | +9,095+6.1% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 18,451 | $182.9 萬 | 1.3% | −4,981−21.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,097 | $31.0 萬 | 0.2% | −40−3.5% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（61 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 70,180 | $281.0 萬 | 2.3% | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 48,213 | $237.5 萬 | 2.0% | – |
| STELStellar Bancorp, Inc. | COM | 50,688 | $149.3 萬 | 1.2% | 歷史 |
| SYYSysco Corp | Stock | 6,561 | $50.2 萬 | 0.4% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,290 | $36.3 萬 | 0.3% | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 15,864 | $25.7 萬 | 0.2% | 歷史 |
| WMTWalmart Inc. | Stock | 1,600 | $22.7 萬 | 0.2% | 歷史 |
| COPConocoPhillips | Stock | 1,480 | $17.5 萬 | 0.1% | 歷史 |
| XELXcel Energy Inc | Stock | 2,034 | $14.3 萬 | 0.1% | 歷史 |
| MDTMedtronic plc | Stock | 1,768 | $13.7 萬 | 0.1% | 歷史 |
| PSXPhillips 66 | Stock | 1,161 | $12.1 萬 | 0.1% | 歷史 |
| AAPLApple Inc. | Stock | 850 | $11.0 萬 | 0.1% | 歷史 |
| KOCoca Cola Co | Stock | 1,726 | $11.0 萬 | 0.1% | 歷史 |
| WPCW. P. Carey Inc. | COM | 1,316 | $10.3 萬 | 0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,200 | $8.63 萬 | 0.1% | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 5,430 | $7.89 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 4,058 | $7.47 萬 | 0.1% | 歷史 |
| JNJJohnson & Johnson | Stock | 400 | $7.07 萬 | 0.1% | 歷史 |
| LRCXLam Research Corp | COM | 150 | $6.30 萬 | 0.1% | 歷史 |
| AMZNAmazon Com Inc | Stock | 740 | $6.22 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 1,752 | $6.13 萬 | 0.1% | 歷史 |
| VVisa Inc. | Stock | 262 | $5.44 萬 | <0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 1,328 | $5.23 萬 | <0.1% | 歷史 |
| MAMastercard Inc | Stock | 150 | $5.22 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 350 | $5.13 萬 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 250 | $5.05 萬 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 600 | $5.03 萬 | <0.1% | 歷史 |
| WTWWillis Towers Watson PLC | SHS | 200 | $4.89 萬 | <0.1% | 歷史 |
| STRSStratus Properties Inc | COM NEW | 2,500 | $4.82 萬 | <0.1% | 歷史 |
| CICigna Group | Stock | 134 | $4.44 萬 | <0.1% | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 576 | $4.30 萬 | <0.1% | 歷史 |
| KMBKimberly Clark Corp | Stock | 312 | $4.24 萬 | <0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 300 | $3.70 萬 | <0.1% | 歷史 |
| TGTXTG Therapeutics, Inc. | COM | 3,000 | $3.55 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 340 | $3.37 萬 | <0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 500 | $2.94 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 283 | $2.91 萬 | <0.1% | 歷史 |
| SYKStryker Corp | Stock | 100 | $2.44 萬 | <0.1% | 歷史 |
| NFGNational Fuel Gas Co | Stock | 373 | $2.36 萬 | <0.1% | 歷史 |
| TVRDTvardi Therapeutics, Inc. | COM | 2,000 | $2.15 萬 | <0.1% | 歷史 |
| TECKTeck Resources Ltd | CL B | 551 | $2.08 萬 | <0.1% | 歷史 |
| BACBank of America Corp | Stock | 521 | $1.73 萬 | <0.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 300 | $1.68 萬 | <0.1% | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 120 | $1.53 萬 | <0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 400 | $1.52 萬 | <0.1% | 歷史 |
| BABoeing Co | Stock | 75 | $1.43 萬 | <0.1% | 歷史 |
| IRMIron Mountain Inc | COM | 279 | $1.39 萬 | <0.1% | 歷史 |
| PAASPan American Silver Corp | Stock | 825 | $1.35 萬 | <0.1% | 歷史 |
| CNPCenterpoint Energy Inc | COM | 418 | $1.25 萬 | <0.1% | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 180 | $1.09 萬 | <0.1% | – |
| MSTRStrategy Inc | Stock | 75 | $1.06 萬 | <0.1% | 歷史 |
| KRPKimbell Royalty Partners, LP | UNIT | 540 | $9,018 | <0.1% | 歷史 |
| SHELShell plc | ADR | 156 | $8,884 | <0.1% | 歷史 |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 510 | $8,604 | <0.1% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 337 | $8,128 | <0.1% | 歷史 |
| CPNGCoupang, Inc. | CL A | 500 | $7,355 | <0.1% | 歷史 |
| VUZIVuzix Corp | COM NEW | 950 | $3,458 | <0.1% | 歷史 |
| DISWalt Disney Co | Stock | 35 | $3,041 | <0.1% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 25 | $3,009 | <0.1% | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 2,250 | $2,723 | <0.1% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 100 | $806 | <0.1% | 歷史 |