WJ Interests, LLC
- SEC CIK
- 0001727642
- 最新申報
- 2026/7/29
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/24 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 17
- 較 2023 年第 1 季 +7
- 總值
- $1.52 億
- 較 2023 年第 1 季 +$708.4 萬 (+4.9%)
| 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 | 847,403 | $3,218 萬 | 21.2% | −37,960−4.3% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 295,710 | $2,949 萬 | 19.4% | −5,083−1.7% | 減碼 | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 670,323 | $2,363 萬 | 15.6% | −24,431−3.5% | 減碼 | – |
| Strategy Shs86280R886 | NEWFOUND RESLV | 714,663 | $1,888 萬 | 12.4% | −20,034−2.7% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 235,451 | $1,306 萬 | 8.6% | −2,690−1.1% | 減碼 | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 680,450 | $1,017 萬 | 6.7% | −7,353−1.1% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 115,881 | $946.6 萬 | 6.2% | −3,050−2.6% | 減碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 157,255 | $858.5 萬 | 5.7% | −1,849−1.2% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 24,170 | $240.8 萬 | 1.6% | +5,719+31.0% | 加碼 | – |
| STELStellar Bancorp, Inc. | COM | 50,704 | $122.7 萬 | 0.8% | +50,704 | 新進 | 歷史 |
| TCBXThird Coast Bancshares, Inc. | COM | 41,667 | $75.1 萬 | 0.5% | +41,667 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 6,561 | $47.6 萬 | 0.3% | +6,561 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 997 | $35.8 萬 | 0.2% | −100−9.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,890 | $29.2 萬 | 0.2% | +2,890 | 新進 | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 15,864 | $25.2 萬 | 0.2% | +15,864 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 1,600 | $24.7 萬 | 0.2% | +1,600 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 1,140 | $22.1 萬 | 0.1% | +1,140 | 新進 | 歷史 |