WJ Interests, LLC
- SEC CIK
- 0001727642
- 最新申報
- 2026/7/29
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/21 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 23
- 較 2024 年第 4 季 +7
- 總值
- $2.15 億
- 較 2024 年第 4 季 +$774.1 萬 (+3.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Total World Stock ETF922042742 | ETF | 355,818 | $4,126 萬 | 19.2% | +33,239+10.3% | 加碼 | – |
| Tidal Trust II88636J204 | RET STCKD GL STK | 1,648,630 | $3,863 萬 | 18.0% | +267,464+19.4% | 加碼 | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 747,918 | $2,841 萬 | 13.2% | +39,044+5.5% | 加碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 603,926 | $2,736 萬 | 12.7% | −219,901−26.7% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 293,247 | $1,764 萬 | 8.2% | −583−0.2% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 183,432 | $1,599 萬 | 7.4% | +3,004+1.7% | 加碼 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 244,937 | $1,597 萬 | 7.4% | +24,638+11.2% | 加碼 | – |
| Strategy Shs86280R886 | NEWFOUND RESLV | 450,123 | $1,371 萬 | 6.4% | −8,252−1.8% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 42,029 | $422.9 萬 | 2.0% | +22,987+120.7% | 加碼 | – |
| Simplify Exchange Traded Fun82889N376 | DOWNSIDE INTERES | 76,160 | $407.5 萬 | 1.9% | +4,895+6.9% | 加碼 | – |
| Tidal Trust II88636J816 | RETURN STCKD US | 128,841 | $284.6 萬 | 1.3% | +36,448+39.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,498 | $85.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| STELStellar Bancorp, Inc. | COM | 27,501 | $76.1 萬 | 0.4% | +27,501 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,690 | $44.7 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,700 | $42.3 萬 | 0.2% | +1,700 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 4,800 | $42.1 萬 | 0.2% | +4,800 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,115 | $41.9 萬 | 0.2% | +118+11.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 604 | $32.2 萬 | 0.1% | +604 | 新進 | 歷史 |
| Schwab Strategic Tr808524631 | HIGH YIELD BD ET | 11,215 | $29.3 萬 | 0.1% | +11,215 | 新進 | – |
| BNLBroadstone Net Lease, Inc. | COM | 15,864 | $27.0 萬 | 0.1% | +15,864 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 875 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 4,439 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSTRStrategy Inc | Stock | 750 | $21.6 萬 | 0.1% | +750 | 新進 | 歷史 |