WJ Interests, LLC
- SEC CIK
- 0001727642
- 最新申報
- 2026/7/29
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/16 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 15
- 較 2024 年第 1 季 +3
- 總值
- $2.01 億
- 較 2024 年第 1 季 +$1,129 萬 (+6.0%)
| 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 | 899,465 | $3,950 萬 | 19.7% | +25,687+2.9% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 297,486 | $3,351 萬 | 16.7% | +17,552+6.3% | 加碼 | – |
| Tidal Trust II88636J204 | RET STCKD GL STK | 1,268,240 | $2,877 萬 | 14.3% | +58,158+4.8% | 加碼 | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 732,073 | $2,665 萬 | 13.3% | +28,798+4.1% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 271,978 | $1,662 萬 | 8.3% | +10,232+3.9% | 加碼 | – |
| Strategy Shs86280R886 | NEWFOUND RESLV | 470,893 | $1,410 萬 | 7.0% | +21,841+4.9% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 202,086 | $1,270 萬 | 6.3% | +12,806+6.8% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 116,838 | $1,048 萬 | 5.2% | +4,687+4.2% | 加碼 | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 641,656 | $830.9 萬 | 4.1% | −15,107−2.3% | 減碼 | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 301,512 | $642.8 萬 | 3.2% | +10,934+3.8% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 19,068 | $191.9 萬 | 1.0% | −1,964−9.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,498 | $70.8 萬 | 0.4% | +3,498 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,690 | $45.0 萬 | 0.2% | +1,690 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 997 | $44.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Tidal Trust II88636J816 | RETURN STCKD US | 9,410 | $23.1 萬 | 0.1% | +9,410 | 新進 | – |