WJ Interests, LLC
- SEC CIK
- 0001727642
- 最新申報
- 2026/7/29
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/21 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 21
- 較 2024 年第 2 季 +6
- 總值
- $2.27 億
- 較 2024 年第 2 季 +$2,599 萬 (+12.9%)
| 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 | 851,861 | $4,003 萬 | 17.6% | −47,604−5.3% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 295,054 | $3,532 萬 | 15.6% | −2,432−0.8% | 減碼 | – |
| Tidal Trust II88636J204 | RET STCKD GL STK | 1,296,281 | $3,238 萬 | 14.3% | +28,041+2.2% | 加碼 | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 709,108 | $2,782 萬 | 12.3% | −22,965−3.1% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 283,199 | $1,829 萬 | 8.1% | +11,221+4.1% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 181,417 | $1,741 萬 | 7.7% | +64,579+55.3% | 加碼 | – |
| Strategy Shs86280R886 | NEWFOUND RESLV | 467,975 | $1,472 萬 | 6.5% | −2,918−0.6% | 減碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 209,017 | $1,376 萬 | 6.1% | +6,931+3.4% | 加碼 | – |
| Simplify Exchange Traded Fun82889N798 | RISK PARITY TREA | 636,071 | $914.0 萬 | 4.0% | −5,585−0.9% | 減碼 | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 313,386 | $720.5 萬 | 3.2% | +11,874+3.9% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 60,118 | $605.3 萬 | 2.7% | +41,050+215.3% | 加碼 | – |
| Tidal Trust II88636J816 | RETURN STCKD US | 36,316 | $89.0 萬 | 0.4% | +26,906+285.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,498 | $73.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| STELStellar Bancorp, Inc. | COM | 27,490 | $71.2 萬 | 0.3% | +27,490 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,115 | $48.0 萬 | 0.2% | +118+11.8% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,690 | $47.7 萬 | 0.2% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 4,800 | $38.8 萬 | 0.2% | +4,800 | 新進 | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 15,864 | $30.1 萬 | 0.1% | +15,864 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 1,140 | $26.6 萬 | 0.1% | +1,140 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 875 | $21.3 萬 | 0.1% | +875 | 新進 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 4,439 | $21.0 萬 | 0.1% | +4,439 | 新進 | 歷史 |