WJ Interests, LLC
- SEC CIK
- 0001727642
- 最新申報
- 2026/7/29
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/10 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 12
- 較 2023 年第 4 季 0
- 總值
- $1.90 億
- 較 2023 年第 4 季 +$3,097 萬 (+19.5%)
| 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 | 873,778 | $3,690 萬 | 19.5% | +23,287+2.7% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 279,934 | $3,093 萬 | 16.3% | −1,716−0.6% | 減碼 | – |
| Tidal Trust II88636J204 | RET STCKD GL STK | 1,210,082 | $2,715 萬 | 14.3% | +884,401+271.6% | 加碼 | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 703,275 | $2,606 萬 | 13.8% | +24,969+3.7% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 261,746 | $1,517 萬 | 8.0% | +10,461+4.2% | 加碼 | – |
| Strategy Shs86280R886 | NEWFOUND RESLV | 449,052 | $1,298 萬 | 6.8% | −165,320−26.9% | 減碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 189,280 | $1,216 萬 | 6.4% | +7,797+4.3% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 112,151 | $1,051 萬 | 5.5% | −1,230−1.1% | 減碼 | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 656,763 | $876.8 萬 | 4.6% | −43,912−6.3% | 減碼 | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 290,578 | $635.5 萬 | 3.4% | +237,712+449.7% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 21,032 | $211.5 萬 | 1.1% | −2,999−12.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 997 | $41.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |