44 WEALTH MANAGEMENT LLC
EUGENE OR · SEC CIK 0001831187
$3.02亿2026Q2 申报市值
184持仓数
26.4%前十大占比 · 第一大 5.7%
22 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AAPL 加仓+$291.85万
AMZN 加仓+$267.01万
UNH 加仓+$235.63万
FTNT 新建仓+$231.17万
MSFT 加仓+$201.25万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$536.40万
TPR 清仓-$249.23万
WDC 减仓-$156.74万
HON 减仓-$153.26万
D 清仓-$150.63万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -17,662 | -100.0% | -$249.23万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -24,366 | -100.0% | -$150.63万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -31,519 | -100.0% | -$147.86万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -5,997 | -100.0% | -$138.48万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -8,699 | -100.0% | -$136.78万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -23,441 | -100.0% | -$128.34万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -4,238 | -100.0% | -$124.06万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,806 | -100.0% | -$108.19万 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | -39,088 | -100.0% | -$99.83万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -1,535 | -100.0% | -$99.80万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -11,529 | -100.0% | -$85.89万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -3,897 | -100.0% | -$84.13万 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -5,505 | -100.0% | -$76.18万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -13,391 | -100.0% | -$74.03万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -9,716 | -100.0% | -$73.11万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -8,948 | -100.0% | -$72.76万 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -10,624 | -100.0% | -$71.79万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -32,389 | -100.0% | -$35.63万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -922 | -100.0% | -$27.23万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,592 | -100.0% | -$23.43万 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -3,766 | -100.0% | -$21.21万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -1,573 | -100.0% | -$20.60万 | 清仓 |
| F | FORD MTR CO | $17.12万 | 0.06% | 12,317 | 109 | 0.9% | $1,515 | 加仓 |
| CGNX | COGNEX CORP | $20.28万 | 0.07% | 2,800 | 2,800 | — | $20.28万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $20.67万 | 0.07% | 1,840 | 1,840 | — | $20.67万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $21.00万 | 0.07% | 781 | -156 | -16.6% | -$4.19万 | 减仓 |
| APP | APPLOVIN CORP | $21.23万 | 0.07% | 412 | 96 | 30.4% | $4.95万 | 重新持有 |
| CIEN | CIENA CORP | $22.81万 | 0.08% | 465 | -291 | -38.5% | -$14.28万 | 减仓 |
| NTRS | NORTHERN TR CORP | $23.28万 | 0.08% | 1,339 | 1,339 | — | $23.28万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $23.37万 | 0.08% | 574 | -1 | -0.2% | -$407 | 减仓 |
| GILD | GILEAD SCIENCES INC | $23.50万 | 0.08% | 1,860 | -118 | -6.0% | -$1.49万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $23.70万 | 0.08% | 5,999 | -972 | -13.9% | -$3.84万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $24.20万 | 0.08% | 608 | 7 | 1.2% | $2,786 | 加仓 |
| SRE | SEMPRA | $24.75万 | 0.08% | 2,670 | -179 | -6.3% | -$1.66万 | 减仓 |
| ATI | ATI INC | $25.39万 | 0.08% | 1,288 | 1,288 | — | $25.39万 | 新建仓 |
| SO | SOUTHERN CO | $25.77万 | 0.09% | 2,693 | -136 | -4.8% | -$1.30万 | 减仓 |
| — | BLACKROCK ETF TRUST | $25.98万 | 0.09% | 6,097 | 6,097 | — | $25.98万 | 新建仓 |
| NFLX | NETFLIX INC. | $26.01万 | 0.09% | 3,643 | 672 | 22.6% | $4.80万 | 加仓 |
| SHEL | SHELL PLC | $26.04万 | 0.09% | 3,358 | 496 | 17.3% | $3.85万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.25万 | 0.09% | 452 | 452 | — | $26.25万 | 新建仓 |
| PSA | PUBLIC STORAGE | $26.64万 | 0.09% | 837 | 837 | — | $26.64万 | 新建仓 |
| FLEX | FLEX LTD | $26.90万 | 0.09% | 1,660 | 1,660 | — | $26.90万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $28.20万 | 0.09% | 8,799 | 8 | 0.1% | $256 | 加仓 |
| AIZ | ASSURANT INC | $28.22万 | 0.09% | 1,051 | 1,051 | — | $28.22万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $28.35万 | 0.09% | 1,376 | -82 | -5.6% | -$1.69万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $29.71万 | 0.10% | 530 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $30.51万 | 0.10% | 6,125 | -270 | -4.2% | -$1.35万 | 减仓 |
| EOG | EOG RES INC | $30.80万 | 0.10% | 2,374 | -9,090 | -79.3% | -$117.92万 | 减仓 |
| BA | BOEING CO | $31.47万 | 0.10% | 1,454 | -27 | -1.8% | -$5,845 | 减仓 |
| IAU | ISHARES GOLD TR | $31.66万 | 0.10% | 4,192 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $31.95万 | 0.11% | 1,449 | 13 | 0.9% | $2,867 | 加仓 |
| IWF | ISHARES TR | $32.98万 | 0.11% | 2,656 | 176 | 7.1% | $2.19万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $35.04万 | 0.12% | 2,768 | -399 | -12.6% | -$5.05万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $35.40万 | 0.12% | 2,133 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $36.69万 | 0.12% | 707 | -17 | -2.3% | -$8,822 | 减仓 |
| YUM | YUM BRANDS INC | $38.16万 | 0.13% | 2,387 | -82 | -3.3% | -$1.31万 | 减仓 |
| NRG | NRG ENERGY INC | $38.25万 | 0.13% | 2,619 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $39.55万 | 0.13% | 4,022 | 567 | 16.4% | $5.58万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $39.99万 | 0.13% | 1,610 | 480 | 42.5% | $11.92万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $42.68万 | 0.14% | 838 | -36 | -4.1% | -$1.83万 | 减仓 |
| SMH | VANECK ETF TRUST | $43.29万 | 0.14% | 660 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $44.08万 | 0.15% | 4,314 | -88 | -2.0% | -$8,993 | 减仓 |
| ABBV | ABBVIE INC | $44.52万 | 0.15% | 1,769 | 444 | 33.5% | $11.17万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $45.32万 | 0.15% | 7,207 | -1,857 | -20.5% | -$11.68万 | 减仓 |
| USB | US BANCORP | $46.60万 | 0.15% | 7,715 | 24 | 0.3% | $1,450 | 加仓 |
| AMGN | AMGEN INC | $49.21万 | 0.16% | 1,359 | -419 | -23.6% | -$15.17万 | 减仓 |
| NVS | NOVARTIS AG | $49.54万 | 0.16% | 3,161 | -244 | -7.2% | -$3.82万 | 减仓 |
| CG | CARLYLE GROUP INC | $49.81万 | 0.16% | 11,829 | -482 | -3.9% | -$2.03万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $50.28万 | 0.17% | 21,206 | 21,206 | — | $50.28万 | 新建仓 |
| SUI | SUN CMNTYS INC | $50.52万 | 0.17% | 4,213 | 4,213 | — | $50.52万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $50.58万 | 0.17% | 3,035 | -113 | -3.6% | -$1.88万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $50.91万 | 0.17% | 10,795 | -4,076 | -27.4% | -$19.22万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $50.93万 | 0.17% | 6,541 | 6,541 | — | $50.93万 | 新建仓 |
| RTX | RTX CORPORATION | $51.27万 | 0.17% | 2,702 | -2,764 | -50.6% | -$52.44万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $52.94万 | 0.18% | 26,249 | 26,249 | — | $52.94万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $53.42万 | 0.18% | 2,817 | -3,719 | -56.9% | -$70.52万 | 减仓 |
| WELL | WELLTOWER INC | $54.09万 | 0.18% | 2,383 | -120 | -4.8% | -$2.72万 | 减仓 |
| DE | DEERE & CO | $54.30万 | 0.18% | 856 | 333 | 63.7% | $21.12万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $55.91万 | 0.19% | 16,691 | -719 | -4.1% | -$2.41万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $56.20万 | 0.19% | 14,805 | 32 | 0.2% | $1,215 | 加仓 |
| TSLA | TESLA INC | $57.08万 | 0.19% | 1,357 | 5 | 0.4% | $2,103 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $58.82万 | 0.19% | 13,891 | -454 | -3.2% | -$1.92万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $60.11万 | 0.20% | 1,893 | -27 | -1.4% | -$8,573 | 减仓 |
| TECK | TECK RESOURCES LTD | $62.62万 | 0.21% | 10,531 | -336 | -3.1% | -$2.00万 | 减仓 |
| PEP | PEPSICO INC | $62.96万 | 0.21% | 4,650 | -111 | -2.3% | -$1.50万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $64.64万 | 0.21% | 16,983 | -703 | -4.0% | -$2.68万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $64.65万 | 0.21% | 1,269 | -469 | -27.0% | -$23.89万 | 减仓 |
| MPC | MARATHON PETE CORP | $66.88万 | 0.22% | 2,616 | -94 | -3.5% | -$2.40万 | 减仓 |
| CSX | CSX CORP | $67.47万 | 0.22% | 14,196 | -6,461 | -31.3% | -$30.71万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $67.74万 | 0.22% | 12,338 | -525 | -4.1% | -$2.88万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $68.44万 | 0.23% | 9,768 | -4,570 | -31.9% | -$32.02万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $71.65万 | 0.24% | 3,797 | -155 | -3.9% | -$2.92万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $75.76万 | 0.25% | 1,514 | -52 | -3.3% | -$2.60万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $77.00万 | 0.25% | 3,438 | -107 | -3.0% | -$2.40万 | 减仓 |
| BAC | BANK OF AMER CORP | $82.45万 | 0.27% | 14,470 | 3,090 | 27.2% | $17.61万 | 加仓 |
| EQT | EQT CORP | $82.57万 | 0.27% | 15,530 | -581 | -3.6% | -$3.09万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $84.02万 | 0.28% | 10,606 | -404 | -3.7% | -$3.20万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $88.00万 | 0.29% | 7,072 | -602 | -7.8% | -$7.49万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $91.81万 | 0.30% | 37,399 | -10,551 | -22.0% | -$25.90万 | 减仓 |
| CHWY | CHEWY INC | $92.89万 | 0.31% | 47,270 | 47,270 | — | $92.89万 | 新建仓 |