44 WEALTH MANAGEMENT LLC
EUGENE OR · SEC CIK 0001831187
$2.86亿2026Q1 申报市值
183持仓数
24.6%前十大占比 · 第一大 6.2%
11 / 27新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BTI 加仓+$142.23万
HD 加仓+$141.52万
META 加仓+$140.23万
CVX 加仓+$138.81万
DTE 新建仓+$136.95万
2026Q1 卖出最多 按季末市值估算
VTV 清仓-$312.08万
SHEL 减仓-$277.15万
VOO 清仓-$145.06万
SSNC 减仓-$133.24万
AZN 清仓-$121.41万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | $84.80万 | 0.30% | 20,657 | -236 | -1.1% | -$9,688 | 减仓 |
| ASML | ASML HLDG NV | $85.72万 | 0.30% | 649 | -8 | -1.2% | -$1.06万 | 减仓 |
| GM | GENERAL MTRS CO | $85.89万 | 0.30% | 11,529 | -6,290 | -35.3% | -$46.86万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $85.98万 | 0.30% | 14,338 | 7,278 | 103.1% | $43.65万 | 加仓 |
| MO | ALTRIA GROUP INC | $88.84万 | 0.31% | 13,463 | 97 | 0.7% | $6,401 | 加仓 |
| CAT | CATERPILLAR INC | $94.37万 | 0.33% | 1,332 | -5 | -0.4% | -$3,542 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $95.56万 | 0.33% | 5,238 | 3,162 | 152.3% | $57.68万 | 加仓 |
| SLM | SLM CORP | $99.55万 | 0.35% | 46,495 | -2,941 | -5.9% | -$6.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $99.80万 | 0.35% | 1,535 | 564 | 58.1% | $36.67万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $99.83万 | 0.35% | 39,088 | -2,438 | -5.9% | -$6.23万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $100.51万 | 0.35% | 4,641 | 3,859 | 493.5% | $83.58万 | 重新持有 |
| EQT | EQT CORP | $102.53万 | 0.36% | 16,111 | 16,111 | — | $102.53万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $105.04万 | 0.37% | 1,738 | 339 | 24.2% | $20.49万 | 加仓 |
| RTX | RTX CORPORATION | $105.44万 | 0.37% | 5,466 | -148 | -2.6% | -$2.85万 | 减仓 |
| EVRG | EVERGY INC | $107.02万 | 0.37% | 13,064 | 6,425 | 96.8% | $52.63万 | 加仓 |
| BIL | SPDR SERIES TRUST | $108.19万 | 0.38% | 11,806 | -7,873 | -40.0% | -$72.15万 | 减仓 |
| MAT | MATTEL INC | $108.23万 | 0.38% | 74,484 | -4,272 | -5.4% | -$6.21万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $113.56万 | 0.40% | 36,075 | 36,075 | — | $113.56万 | 新建仓 |
| AN | AUTONATION INC | $114.93万 | 0.40% | 5,886 | -344 | -5.5% | -$6.72万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $115.44万 | 0.40% | 2,660 | 703 | 35.9% | $30.51万 | 加仓 |
| PPG | PPG INDS INC | $115.93万 | 0.41% | 10,847 | 1,753 | 19.3% | $18.74万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $116.21万 | 0.41% | 2,615 | -134 | -4.9% | -$5.95万 | 减仓 |
| MMM | 3M CO | $121.09万 | 0.42% | 8,338 | -458 | -5.2% | -$6.65万 | 减仓 |
| CDW | CDW CORP | $123.90万 | 0.43% | 10,238 | 1,954 | 23.6% | $23.65万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $124.06万 | 0.43% | 4,238 | -61 | -1.4% | -$1.79万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $124.41万 | 0.44% | 3,625 | 19 | 0.5% | $6,521 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $125.56万 | 0.44% | 3,638 | -761 | -17.3% | -$26.27万 | 减仓 |
| BYD | BOYD GAMING CORP | $127.34万 | 0.45% | 15,495 | -868 | -5.3% | -$7.13万 | 减仓 |
| EAT | BRINKER INTL INC | $127.35万 | 0.45% | 8,920 | -585 | -6.2% | -$8.35万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $128.34万 | 0.45% | 23,441 | -1,268 | -5.1% | -$6.94万 | 减仓 |
| AZN | ASTRAZENECA PLC | $128.90万 | 0.45% | 6,536 | 6,536 | — | $128.90万 | 新建仓 |
| EBAY | EBAY INC. | $133.54万 | 0.47% | 14,672 | -801 | -5.2% | -$7.29万 | 减仓 |
| GEV | GE VERNOVA INC | $133.66万 | 0.47% | 1,531 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $134.20万 | 0.47% | 50,967 | 8,811 | 20.9% | $23.20万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $136.78万 | 0.48% | 8,699 | -3,041 | -25.9% | -$47.81万 | 减仓 |
| DTE | DTE ENERGY CO | $136.95万 | 0.48% | 9,366 | 9,366 | — | $136.95万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $137.66万 | 0.48% | 47,950 | 13,087 | 37.5% | $37.57万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $138.48万 | 0.48% | 5,997 | -302 | -4.8% | -$6.97万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $141.09万 | 0.49% | 59,258 | -348 | -0.6% | -$8,286 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.50% | 2 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RES & COMMODITIES | $145.01万 | 0.51% | 120,337 | -2,013 | -1.6% | -$2.43万 | 减仓 |
| TXN | TEXAS INSTRS INC | $145.72万 | 0.51% | 7,506 | 5,583 | 290.3% | $108.39万 | 重新持有 |
| FIS | FIDELITY NATL INFORMATION SV | $147.86万 | 0.52% | 31,519 | 6,846 | 27.7% | $32.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $148.23万 | 0.52% | 8,500 | 468 | 5.8% | $8.16万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $148.32万 | 0.52% | 787 | -451 | -36.4% | -$85.00万 | 减仓 |
| D | DOMINION ENERGY INC | $150.63万 | 0.53% | 24,366 | -211 | -0.9% | -$1.30万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $152.17万 | 0.53% | 7,674 | -68 | -0.9% | -$1.35万 | 减仓 |
| INTC | INTEL CORP | $152.57万 | 0.53% | 34,574 | 1,487 | 4.5% | $6.56万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $153.49万 | 0.54% | 36,081 | 4,486 | 14.2% | $19.08万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $155.52万 | 0.54% | 16,548 | 8,732 | 111.7% | $82.06万 | 加仓 |
| HAS | HASBRO INC | $156.19万 | 0.55% | 16,687 | -71 | -0.4% | -$6,646 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $156.93万 | 0.55% | 23,072 | -1,029 | -4.3% | -$7.00万 | 减仓 |
| GE | GE AEROSPACE | $158.07万 | 0.55% | 5,570 | -212 | -3.7% | -$6.02万 | 减仓 |
| DIS | DISNEY WALT CO | $158.18万 | 0.55% | 16,412 | 10,906 | 198.1% | $105.11万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $162.30万 | 0.57% | 5,587 | 2,172 | 63.6% | $63.09万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $163.73万 | 0.57% | 32,537 | -1,589 | -4.7% | -$8.00万 | 减仓 |
| DG | DOLLAR GEN CORP | $165.41万 | 0.58% | 13,932 | -1,756 | -11.2% | -$20.85万 | 减仓 |
| EOG | EOG RES INC | $165.74万 | 0.58% | 11,464 | 3,900 | 51.6% | $56.38万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $170.08万 | 0.59% | 6,288 | -3,040 | -32.6% | -$82.23万 | 减仓 |
| MRK | MERCK & CO INC | $172.20万 | 0.60% | 14,315 | 10,405 | 266.1% | $125.16万 | 重新持有 |
| BAX | BAXTER INTL INC | $172.28万 | 0.60% | 102,548 | 43,045 | 72.3% | $72.32万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $172.36万 | 0.60% | 51,651 | 10,514 | 25.6% | $35.09万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $172.83万 | 0.60% | 3,459 | -307 | -8.2% | -$15.34万 | 减仓 |
| VIRT | VIRTU FINL INC | $179.81万 | 0.63% | 40,884 | -2,101 | -4.9% | -$9.24万 | 减仓 |
| GOOGL | ALPHABET INC | $181.75万 | 0.64% | 6,320 | -119 | -1.8% | -$3.42万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $189.34万 | 0.66% | 18,442 | 1,153 | 6.7% | $11.84万 | 加仓 |
| FDX | FEDEX CORP | $191.66万 | 0.67% | 5,381 | 3,543 | 192.8% | $126.19万 | 加仓 |
| UL | UNILEVER PLC | $195.30万 | 0.68% | 34,282 | -620 | -1.8% | -$3.53万 | 减仓 |
| COR | CENCORA INC | $195.90万 | 0.69% | 6,236 | -153 | -2.4% | -$4.81万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $202.94万 | 0.71% | 6,005 | -164 | -2.7% | -$5.54万 | 减仓 |
| WCC | WESCO INTL INC | $204.83万 | 0.72% | 7,486 | 2,594 | 53.0% | $70.98万 | 加仓 |
| BLK | BLACKROCK INC | $214.27万 | 0.75% | 2,228 | -35 | -1.5% | -$3.37万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $215.28万 | 0.75% | 10,188 | -4,070 | -28.5% | -$86.00万 | 减仓 |
| CMI | CUMMINS INC | $215.80万 | 0.75% | 4,011 | -180 | -4.3% | -$9.68万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $222.22万 | 0.78% | 15,385 | 631 | 4.3% | $9.11万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $228.48万 | 0.80% | 6,763 | -1,582 | -19.0% | -$53.45万 | 减仓 |
| CVS | CVS HEALTH CORP | $235.69万 | 0.82% | 32,817 | -306 | -0.9% | -$2.20万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $241.03万 | 0.84% | 41,817 | 4,051 | 10.7% | $23.35万 | 加仓 |
| TPR | TAPESTRY INC | $249.23万 | 0.87% | 17,662 | -751 | -4.1% | -$10.60万 | 减仓 |
| KLAC | KLA CORP | $253.25万 | 0.89% | 1,720 | -58 | -3.3% | -$8.54万 | 减仓 |
| — | EXXON MOBIL CORP | $259.12万 | 0.91% | 15,273 | 1,278 | 9.1% | $21.68万 | 加仓 |
| MCD | MCDONALDS CORP | $262.99万 | 0.92% | 8,462 | -123 | -1.4% | -$3.82万 | 减仓 |
| SNY | SANOFI SA | $267.25万 | 0.93% | 55,469 | -9,935 | -15.2% | -$47.87万 | 减仓 |
| AVGO | BROADCOM INC | $267.50万 | 0.94% | 8,643 | -468 | -5.1% | -$14.48万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $268.24万 | 0.94% | 44,227 | -13,853 | -23.9% | -$84.02万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $273.56万 | 0.96% | 17,393 | 2,785 | 19.1% | $43.80万 | 加仓 |
| BP | BP PLC | $291.98万 | 1.02% | 62,123 | -15,401 | -19.9% | -$72.39万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $295.25万 | 1.03% | 50,496 | 24,325 | 92.9% | $142.23万 | 加仓 |
| WMT | WALMART INC | $297.11万 | 1.04% | 23,906 | -1,160 | -4.6% | -$14.42万 | 减仓 |
| — | HONEYWELL INTL INC | $297.59万 | 1.04% | 13,166 | 527 | 4.2% | $11.91万 | 加仓 |
| GOOG | ALPHABET INC | $300.88万 | 1.05% | 10,489 | 1,481 | 16.4% | $42.48万 | 加仓 |
| WFC | WELLS FARGO & CO | $309.84万 | 1.08% | 38,920 | -2,964 | -7.1% | -$23.60万 | 减仓 |
| C | CITIGROUP INC | $319.34万 | 1.12% | 28,158 | -4,543 | -13.9% | -$51.52万 | 减仓 |
| HSY | HERSHEY CO | $322.17万 | 1.13% | 15,497 | -1,657 | -9.7% | -$34.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $324.82万 | 1.14% | 13,401 | -398 | -2.9% | -$9.65万 | 减仓 |
| KO | COCA COLA CO | $326.22万 | 1.14% | 42,895 | -754 | -1.7% | -$5.73万 | 减仓 |
| UNP | UNION PAC CORP | $328.92万 | 1.15% | 13,557 | -667 | -4.7% | -$16.18万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $329.41万 | 1.15% | 19,923 | 789 | 4.1% | $13.05万 | 加仓 |
| META | META PLATFORMS INC | $335.55万 | 1.17% | 5,865 | 2,451 | 71.8% | $140.23万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $341.16万 | 1.19% | 3,424 | -42 | -1.2% | -$4.18万 | 减仓 |