4J Wealth Management LLC
CIK 1840775 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $203.9M
- Posisi
- 111
- Per tanggal
- 30 Juni 2026
#6.401 dari 9.443 berdasarkan nilai 13F · top 67.8%
Nilai portofolio QoQ: +15.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 55,87%
- Bobot 25 kepemilikan teratas
- 76,98%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 21,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,06% Perkiraan pembelian $21.059.185 · penjualan $11.508.572
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 85,4% masih dipegang
- Posisi baru
- 15
- Meningkat
- 24
- Menurun
- 47
- Tertutup
- 5
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
7,1%
Communication Services
3,4%
Industrials
2,5%
Retail
1,6%
Consumer Discretionary
1,5%
Financial Services
1,4%
Communications
1,2%
Energy
1,0%
Healthcare
0,7%
Utilities
0,5%
Financials
0,2%
Consumer Staples
0,1%
Lainnya/Tidak terpetakan
78,8%
Portofolio lengkap 111 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $25.671.771 | 12,59% | 34.280 | $3.048.985 | Turun ×2 | ||
| TOUS | $18.842.613 | 9,24% | 491.077 | $2.001.299 | Naik ×1 | ||
| DYNF | $18.046.464 | 8,85% | 265.350 | $5.252.327 | Naik ×4 | ||
| TTEQ T. Rowe Price Technology ETF | $10.579.569 | 5,19% | 237.210 | $3.554.254 | Naik ×5 | ||
| TCAF | $8.447.261 | 4,14% | 205.529 | $-1.172.607 | Turun ×2 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $7.697.304 | 3,78% | 65.537 | $842.995 | Naik ×4 | ||
| TFLR | $6.661.579 | 3,27% | 132.148 | $-458.118 | Turun ×3 | ||
| BRKB | $6.619.664 | 3,25% | 13.229 | $187.358 | Turun ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $5.790.384 | 2,84% | 28.939 | $732.882 | Turun ×3 | ||
| IDYN | $5.545.797 | 2,72% | 184.793 | $964.250 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $4.801.588 | 2,36% | 16.594 | $446.343 | Turun ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $4.482.095 | 2,20% | 12.685 | $820.257 | Turun ×6 | ||
| DGRO | $3.746.282 | 1,84% | 49.430 | $1.180.483 | Naik ×1 | ||
| BINC | $3.287.973 | 1,61% | 62.820 | $1.592.981 | Naik ×2 | ||
| TBUX | $3.199.956 | 1,57% | 64.295 | $1.025.781 | Naik ×6 | ||
| TSPA | $3.098.174 | 1,52% | 65.184 | $1.345.055 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.971.992 | 1,46% | 12.470 | $289.747 | Turun ×1 | ||
| IBDU | $2.919.537 | 1,43% | 126.059 | $151.700 | Naik ×3 | ||
| JEPI | $2.525.676 | 1,24% | 44.718 | $1.655.581 | Naik ×2 | ||
| UNOV | $2.193.298 | 1,08% | 54.614 | $74.590 | Turun ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $2.087.825 | 1,02% | 12.290 | $588.436 | Naik ×1 | ||
| IAU | $1.975.115 | 0,97% | 26.157 | $-60.323 | Naik ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $1.966.955 | 0,96% | 3.862 | $-628.286 | Naik ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $1.923.903 | 0,94% | 38.195 | Naik ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1.864.940 | 0,91% | 4.434 | $216.600 | |||
| MSFT Microsoft Corporation - Common Stock | $1.798.608 | 0,88% | 4.822 | $-42.499 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1.683.228 | 0,83% | 12.312 | $-410.461 | Turun ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1.602.853 | 0,79% | 19.521 | $-222.174 | Turun ×6 | ||
| IGF iShares Global Infrastructure ETF | $1.283.898 | 0,63% | 19.278 | Naik ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.277.423 | 0,63% | 3.575 | $265.075 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $1.148.327 | 0,56% | 2.236 | $-93.633 | Turun ×5 | ||
| IVW | $1.108.603 | 0,54% | 8.061 | $151.601 | Turun ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1.010.192 | 0,50% | 1.372 | $210.337 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $976.416 | 0,48% | 1.733 | $1.294 | Naik ×3 | ||
| SPY SPY | $961.093 | 0,47% | 1.287 | $124.105 | |||
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | $950.341 | 0,47% | 42.483 | $139.478 | Naik ×1 | ||
| DBMF | $940.439 | 0,46% | 30.723 | $718.440 | Naik ×1 | ||
| TURF T. Rowe Price Natural Resources ETF | $906.223 | 0,44% | 29.157 | Naik ×1 | |||
| TMSL | $856.579 | 0,42% | 19.534 | Naik ×1 | |||
| MEAR | $849.860 | 0,42% | 16.869 | $-14.679 | Turun ×1 | ||
| IBDT | $844.871 | 0,41% | 33.460 | $63.633 | Naik ×3 | ||
| HGER Harbor Commodity All-Weather Strategy ETF | $840.265 | 0,41% | 28.639 | $474.691 | Naik ×3 | ||
| VTI | $819.794 | 0,40% | 2.215 | $120.165 | Naik ×4 | ||
| QFLR | $788.333 | 0,39% | 21.610 | $58.730 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $773.191 | 0,38% | 1.331 | $457.671 | Turun ×1 | ||
| MUB | $769.207 | 0,38% | 7.147 | $-54.245 | Turun ×6 | ||
| BUFB | $760.806 | 0,37% | 19.354 | $-4.415 | Turun ×5 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $758.475 | 0,37% | 5.544 | $31.767 | |||
| GE GE Aerospace Common Stock | $717.188 | 0,35% | 1.919 | $159.012 | Turun ×1 | ||
| ORCL Oracle Corporation Common Stock | $713.405 | 0,35% | 4.868 | $-16.702 | Turun ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $683.673 | 0,34% | 12.858 | $-69.829 | Turun ×6 | ||
| GLD | $663.821 | 0,33% | 1.802 | $-111.562 | |||
| SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF | $660.754 | 0,32% | 13.118 | $-29.495 | Turun ×1 | ||
| NEAR | $653.523 | 0,32% | 12.900 | $123.813 | Naik ×2 | ||
| IGM | $627.166 | 0,31% | 3.834 | $172.799 | |||
| USMV | $572.383 | 0,28% | 5.934 | $-9.596 | Turun ×1 | ||
| GEV GE Vernova Inc. Common Stock | $568.632 | 0,28% | 484 | $146.148 | |||
| QUAL | $567.885 | 0,28% | 2.588 | $-72.377 | Turun ×2 | ||
| IVE | $532.173 | 0,26% | 2.344 | $17.230 | Turun ×1 | ||
| AGX Argan, Inc. Common Stock | $517.460 | 0,25% | 648 | $152.544 | Turun ×2 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $511.541 | 0,25% | 12.011 | $25.463 | |||
| MAR Marriott International - Class A Common Stock | $509.932 | 0,25% | 1.376 | $59.884 | |||
| IBDW | $479.528 | 0,24% | 23.010 | $-2.071 | |||
| GSY | $471.730 | 0,23% | 9.406 | $-4.479 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $468.068 | 0,23% | 1.843 | $13.898 | Turun ×2 | ||
| TDG Transdigm Group Incorporated Common Stock | $451.304 | 0,22% | 339 | $37.779 | Turun ×3 | ||
| HLT Hilton Worldwide Holdings Inc. Common Stock | $439.842 | 0,22% | 1.331 | $25.989 | Turun ×2 | ||
| AXP American Express Company Common Stock | $432.284 | 0,21% | 1.278 | $45.715 | |||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $414.564 | 0,20% | 2.162 | $60.904 | |||
| IXN | $389.520 | 0,19% | 2.696 | $85.210 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $381.672 | 0,19% | 408 | $-18.893 | Naik ×1 | ||
| MTUM | $369.519 | 0,18% | 1.078 | $110.874 | |||
| JPM JP Morgan Chase & Co. Common Stock | $367.496 | 0,18% | 1.123 | $32.900 | Turun ×1 | ||
| V Visa Inc. | $362.092 | 0,18% | 1.055 | $43.130 | |||
| MU Micron Technology, Inc. - Common Stock | $356.676 | 0,17% | 309 | Naik ×1 | |||
| ABBV AbbVie Inc. Common Stock | $346.508 | 0,17% | 1.377 | $43.544 | Turun ×1 | ||
| IBDV | $346.358 | 0,17% | 15.888 | $-1.430 | |||
| MCO Moody's Corporation Common Stock | $339.107 | 0,17% | 749 | $722 | Turun ×3 | ||
| IBIT iShares Bitcoin Trust ETF | $332.667 | 0,16% | 9.993 | $-51.264 | |||
| RSP | $328.730 | 0,16% | 1.545 | $-195.212 | Turun ×1 | ||
| BJUL | $312.283 | 0,15% | 5.750 | $26.590 | |||
| NFLX Netflix, Inc. - Common Stock | $291.312 | 0,14% | 4.080 | $-100.980 | |||
| IJH | $289.315 | 0,14% | 3.752 | $-3.784 | Turun ×1 | ||
| UAUG | $288.281 | 0,14% | 6.850 | $18.773 | |||
| VLUE | $285.329 | 0,14% | 1.428 | $82.282 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $278.919 | 0,14% | 2.375 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 87283Q628) | $276.218 | 0,14% | 10.975 | Naik ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $275.341 | 0,14% | 2.912 | $-4.441 | Turun ×5 | ||
| ATO Atmos Energy Corporation Common Stock | $274.426 | 0,13% | 1.593 | $-29.069 | Turun ×2 | ||
| LII Lennox International, Inc. Common Stock | $269.859 | 0,13% | 471 | $37.330 | Turun ×1 | ||
| GOVT | $269.151 | 0,13% | 11.815 | $-54.307 | Turun ×6 | ||
| CVX Chevron Corporation Common Stock | $261.404 | 0,13% | 1.577 | $-61.774 | Naik ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $259.397 | 0,13% | 4.949 | $-3.369 | Turun ×1 | ||
| ITOT | $250.512 | 0,12% | 1.525 | $13.508 | Turun ×2 | ||
| BALT | $241.124 | 0,12% | 7.036 | $5.664 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $234.371 | 0,11% | 1.236 | $-9.393 | |||
| LLY Eli Lilly and Company Common Stock | $232.689 | 0,11% | 194 | $28.500 | Turun ×1 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $231.567 | 0,11% | 11.860 | $-59 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $230.280 | 0,11% | 11.740 | $-118 | |||
| MCD McDonald's Corporation Common Stock | $229.356 | 0,11% | 848 | $-201.863 | Turun ×3 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DYNF | $18.046.464 | 8,85% | naik ×4 |
| TTEQ | $10.579.569 | 5,19% | naik ×5 |
| IEI | $7.697.304 | 3,78% | naik ×4 |
| TBUX | $3.199.956 | 1,57% | naik ×6 |
| IBDU | $2.919.537 | 1,43% | naik ×3 |
| META | $976.416 | 0,48% | naik ×3 |
| IBDT | $844.871 | 0,41% | naik ×3 |
| HGER | $840.265 | 0,41% | naik ×3 |
| VTI | $819.794 | 0,40% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| BLCR | $1.923.903 | 38.195 | 0,94% |
| IGF | $1.283.898 | 19.278 | 0,63% |
| TURF | $906.223 | 29.157 | 0,44% |
| TMSL | $856.579 | 19.534 | 0,42% |
| MU | $356.676 | 309 | 0,17% |
| CSCO | $278.919 | 2.375 | 0,14% |
| Penerbit tidak dikenal (CUSIP: 87283Q628) | $276.218 | 10.975 | 0,14% |
| VUG | $224.309 | 2.604 | 0,11% |
| TXN | $222.865 | 748 | 0,11% |
| UNH | $215.830 | 519 | 0,11% |
| BAPR | $213.040 | 4.000 | 0,10% |
| SOXX | $212.092 | 331 | 0,10% |
| DE | $209.329 | 330 | 0,10% |
| VIG | $206.333 | 872 | 0,10% |
| DOV | $205.665 | 917 | 0,10% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DYNF | Beli lebih banyak | +45K | +$5.3M |
| TTEQ | Beli lebih banyak | +5K | +$3.6M |
| IVV | Dipangkas | -353 | +$3.0M |
| TOUS | Beli lebih banyak | +3K | +$2.0M |
| JEPI | Beli lebih banyak | +29K | +$1.7M |
| BINC | Beli lebih banyak | +30K | +$1.6M |
| TSPA | Beli lebih banyak | +22K | +$1.3M |
| DGRO | Beli lebih banyak | +13K | +$1.2M |
| TCAF | Dipangkas | -65K | -$1.2M |
| TBUX | Beli lebih banyak | +21K | +$1.0M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IBDQ | 31 Des. 2025 | 166.994 | $4.206.574 | Tidak lagi dilacak |
| TCAL | 30 Juni 2026 | 95.981 | $2.145.180 | Tidak lagi dilacak |
| IBDR | 30 Juni 2026 | 83.930 | $2.034.466 | Tidak lagi dilacak |
| IBTF | 31 Des. 2025 | 52.674 | $1.230.722 | Tidak lagi dilacak |
| IBDS | 30 Juni 2026 | 46.618 | $1.130.027 | Tidak lagi dilacak |
| AKRE | 31 Maret 2026 | 6.384 | $418.216 | Tidak lagi dilacak |
| AMT | 30 Sep. 2025 | 1.186 | $262.238 | -9,2% |
| DHR | 31 Maret 2026 | 1.075 | $246.087 | 10,9% |
| UNH | 31 Maret 2026 | 738 | $243.715 | 45,9% |
| TXN | 30 Sep. 2025 | 1.095 | $227.282 | 46,8% |
| IBTG | 30 Juni 2026 | 9.737 | $223.125 | 0,0% |
| IBMO | 31 Maret 2025 | 8.742 | $222.567 | Tidak lagi dilacak |
| PM | 30 Sep. 2025 | 1.183 | $215.545 | 15,6% |
| IBTI | 30 Sep. 2025 | 9.561 | $213.791 | -1,2% |
| VUG | 31 Maret 2026 | 434 | $211.731 | Tidak lagi dilacak |
| CI | 31 Des. 2025 | 732 | $210.999 | 2,7% |
| TXN | 31 Maret 2025 | 1.096 | $205.543 | 50,1% |
| PCAR | 30 Juni 2025 | 2.100 | $204.477 | 35,2% |
| BUFF | 31 Maret 2025 | 4.553 | $204.475 | Tidak lagi dilacak |
| NEE | 31 Maret 2026 | 2.543 | $204.185 | -6,9% |
| T | 30 Juni 2026 | 7.037 | $203.993 | 22,3% |
| IBMN | 31 Des. 2025 | 7.614 | $203.979 | Tidak lagi dilacak |
| CHKP | 30 Juni 2025 | 888 | $202.339 | -41,4% |