WJ Interests, LLC
- SEC CIK
- 0001727642
- 最新申報
- 2026/7/29
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/21 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 20
- 較 2025 年第 4 季 +1
- 總值
- $2.60 億
- 較 2025 年第 4 季 +$2,797 萬 (+12.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Tidal Trust II88636J204 | RET STCKD GL STK | 1,631,621 | $4,440 萬 | 17.0% | +107,386+7.0% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 300,756 | $4,160 萬 | 16.0% | +14,679+5.1% | 加碼 | – |
| WisdomTree Tr97717Y634 | INTERNATIONL EFI | 686,660 | $3,022 萬 | 11.6% | +24,363+3.7% | 加碼 | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 494,002 | $2,576 萬 | 9.9% | +30,197+6.5% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 210,747 | $2,328 萬 | 8.9% | +10,762+5.4% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 258,181 | $2,080 萬 | 8.0% | +7,378+2.9% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 177,390 | $1,538 萬 | 5.9% | +16,919+10.5% | 加碼 | – |
| Doubleline ETF Trust25861R881 | SECUR CR ETF | 611,971 | $1,520 萬 | 5.8% | +611,971 | 新進 | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 178,928 | $1,442 萬 | 5.5% | +6,549+3.8% | 加碼 | – |
| Strategy Shs86280R886 | NEWFOUND RESLV | 450,526 | $1,419 萬 | 5.4% | +27,257+6.4% | 加碼 | – |
| Tidal Trust II88636J816 | RETURN STCKD US | 218,544 | $618.0 萬 | 2.4% | +21,296+10.8% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 33,776 | $339.7 萬 | 1.3% | −1,541−4.4% | 減碼 | – |
| Tidal Tr II88636J345 | RETURN STACKED U | 116,459 | $259.0 萬 | 1.0% | +12,275+11.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 3,498 | $102.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,690 | $46.0 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 875 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,462 | $35.4 萬 | 0.1% | −100−6.4% | 減碼 | 歷史 |
| Schwab Strategic Tr808524631 | HIGH YIELD BD ET | 11,215 | $29.2 萬 | 0.1% | 00.0% | 不變 | – |
| ZIONZions Bancorporation, National Association | COM | 4,439 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 563 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |