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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -16,340 | -100.0% | -$312.08万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,313 | -100.0% | -$145.06万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -6,604 | -100.0% | -$121.41万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -26,280 | -100.0% | -$108.88万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -5,055 | -100.0% | -$103.29万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -5,570 | -100.0% | -$100.48万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -2,939 | -100.0% | -$96.58万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -38,960 | -100.0% | -$94.48万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -17,927 | -100.0% | -$78.14万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -34,015 | -100.0% | -$75.79万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -24,805 | -100.0% | -$61.76万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -20,591 | -100.0% | -$57.39万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -13,185 | -100.0% | -$55.23万 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -8,708 | -100.0% | -$52.27万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -744 | -100.0% | -$50.99万 | 清仓 |
| RCI | ROGERS COMMUNICATIONS INC | $0 | 0.00% | 0 | -13,290 | -100.0% | -$50.14万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -30,411 | -100.0% | -$48.87万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -5,146 | -100.0% | -$37.92万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -7,669 | -100.0% | -$33.21万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,637 | -100.0% | -$25.23万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -999 | -100.0% | -$24.27万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,499 | -100.0% | -$24.13万 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -523 | -100.0% | -$23.23万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,804 | -100.0% | -$23.00万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -2,137 | -100.0% | -$22.22万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,532 | -100.0% | -$22.06万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -10,300 | -100.0% | -$19.94万 | 清仓 |
| F | FORD MTR CO | $14.09万 | 0.05% | 12,208 | 70 | 0.6% | $808 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.60万 | 0.07% | 1,573 | 1,573 | — | $20.60万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $21.21万 | 0.07% | 3,766 | -78 | -2.0% | -$4,392 | 减仓 |
| DHR | DANAHER CORP DEL | $21.48万 | 0.08% | 1,133 | -122 | -9.7% | -$2.31万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $21.59万 | 0.08% | 937 | -55 | -5.5% | -$1.27万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $22.51万 | 0.08% | 530 | 30 | 6.0% | $1.27万 | 加仓 |
| ORCL | ORACLE CORP | $23.43万 | 0.08% | 1,592 | -59 | -3.6% | -$8,682 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $24.11万 | 0.08% | 8,791 | 126 | 1.5% | $3,456 | 加仓 |
| SPGI | S&P GLOBAL INC | $24.44万 | 0.09% | 575 | -311 | -35.1% | -$13.22万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $25.18万 | 0.09% | 2,133 | -316 | -12.9% | -$3.73万 | 重新持有 |
| SMH | VANECK ETF TRUST | $25.30万 | 0.09% | 660 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $26.44万 | 0.09% | 620 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $26.61万 | 0.09% | 2,862 | -29,804 | -91.2% | -$277.15万 | 减仓 |
| CME | CME GROUP INC | $27.23万 | 0.10% | 922 | 922 | — | $27.23万 | 新建仓 |
| SO | SOUTHERN CO | $27.31万 | 0.10% | 2,829 | -45 | -1.6% | -$4,343 | 减仓 |
| GILD | GILEAD SCIENCES INC | $27.57万 | 0.10% | 1,978 | -956 | -32.6% | -$13.32万 | 减仓 |
| SRE | SEMPRA | $27.68万 | 0.10% | 2,849 | -38 | -1.3% | -$3,692 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $27.73万 | 0.10% | 601 | -148 | -19.8% | -$6.83万 | 减仓 |
| NFLX | NETFLIX INC. | $28.57万 | 0.10% | 2,971 | -1,217 | -29.1% | -$11.70万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $28.58万 | 0.10% | 1,458 | -9 | -0.6% | -$1,764 | 减仓 |
| ABBV | ABBVIE INC | $28.82万 | 0.10% | 1,325 | -6 | -0.5% | -$1,305 | 减仓 |
| CIEN | CIENA CORP | $29.35万 | 0.10% | 756 | -585 | -43.6% | -$22.71万 | 减仓 |
| TFC | TRUIST FINL CORP | $29.40万 | 0.10% | 6,395 | -61 | -0.9% | -$2,804 | 减仓 |
| DE | DEERE & CO | $29.46万 | 0.10% | 523 | 523 | — | $29.46万 | 新建仓 |
| BA | BOEING CO | $29.48万 | 0.10% | 1,481 | -8 | -0.5% | -$1,592 | 减仓 |
| CB | CHUBB LTD SWITZ | $30.12万 | 0.11% | 924 | -98 | -9.6% | -$3.19万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $31.56万 | 0.11% | 1,130 | -42 | -3.6% | -$1.17万 | 减仓 |
| PAYX | PAYCHEX INC | $31.83万 | 0.11% | 3,455 | 540 | 18.5% | $4.97万 | 加仓 |
| LOW | LOWES COS INC | $33.93万 | 0.12% | 1,436 | 7 | 0.5% | $1,654 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $33.97万 | 0.12% | 6,971 | -1,457 | -17.3% | -$7.10万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.11万 | 0.12% | 1,298 | -432 | -25.0% | -$11.69万 | 减仓 |
| CNH | CNH INDL N V | $35.63万 | 0.12% | 32,389 | 8,723 | 36.9% | $9.60万 | 加仓 |
| LIN | LINDE PLC | $35.89万 | 0.13% | 724 | 26 | 3.7% | $1.29万 | 加仓 |
| IAU | ISHARES GOLD TR | $36.96万 | 0.13% | 4,192 | 4,192 | — | $36.96万 | 新建仓 |
| NRG | NRG ENERGY INC | $38.27万 | 0.13% | 2,619 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $38.38万 | 0.13% | 2,469 | -14 | -0.6% | -$2,176 | 减仓 |
| SBUX | STARBUCKS CORP | $39.44万 | 0.14% | 4,402 | 693 | 18.7% | $6.21万 | 加仓 |
| USB | US BANCORP | $40.00万 | 0.14% | 7,691 | 24 | 0.3% | $1,248 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.47万 | 0.15% | 3,167 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $49.49万 | 0.17% | 2,503 | -54 | -2.1% | -$1.07万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $50.13万 | 0.18% | 12,863 | 7,001 | 119.4% | $27.28万 | 加仓 |
| TSLA | TESLA INC | $50.26万 | 0.18% | 1,352 | -5 | -0.4% | -$1,859 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $50.83万 | 0.18% | 14,773 | 14,773 | — | $50.83万 | 新建仓 |
| NVS | NOVARTIS AG | $52.01万 | 0.18% | 3,405 | 1,004 | 41.8% | $15.34万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $52.83万 | 0.18% | 1,920 | 282 | 17.2% | $7.76万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $53.28万 | 0.19% | 9,064 | 9,064 | — | $53.28万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $54.60万 | 0.19% | 3,148 | 195 | 6.6% | $3.38万 | 加仓 |
| BAC | BANK AMERICA CORP | $55.48万 | 0.19% | 11,380 | -607 | -5.1% | -$2.96万 | 减仓 |
| TECK | TECK RESOURCES LTD | $56.24万 | 0.20% | 10,867 | -20,621 | -65.5% | -$106.71万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $56.98万 | 0.20% | 17,410 | -167 | -1.0% | -$5,466 | 减仓 |
| CG | CARLYLE GROUP INC | $59.57万 | 0.21% | 12,311 | -106 | -0.9% | -$5,129 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $59.63万 | 0.21% | 874 | -8 | -0.9% | -$5,458 | 减仓 |
| AMGN | AMGEN INC | $62.56万 | 0.22% | 1,778 | -17 | -0.9% | -$5,981 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $63.78万 | 0.22% | 17,686 | -106 | -0.6% | -$3,822 | 减仓 |
| — | AVALONBAY CMNTYS INC | $64.56万 | 0.23% | 3,952 | 689 | 21.1% | $11.25万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $64.83万 | 0.23% | 4,946 | 21 | 0.4% | $2,753 | 加仓 |
| MPC | MARATHON PETE CORP | $66.17万 | 0.23% | 2,710 | 2,710 | — | $66.17万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $68.97万 | 0.24% | 14,871 | -219 | -1.5% | -$1.02万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $71.79万 | 0.25% | 10,624 | -19,719 | -65.0% | -$133.24万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $72.01万 | 0.25% | 14,345 | -4,501 | -23.9% | -$22.59万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $72.03万 | 0.25% | 3,545 | -67 | -1.9% | -$1.36万 | 减仓 |
| CCI | CROWN CASTLE INC | $72.76万 | 0.25% | 8,948 | 943 | 11.8% | $7.67万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $73.11万 | 0.26% | 9,716 | 109 | 1.1% | $8,202 | 加仓 |
| CCK | CROWN HLDGS INC | $73.86万 | 0.26% | 7,368 | -64 | -0.9% | -$6,416 | 减仓 |
| PEP | PEPSICO INC | $73.94万 | 0.26% | 4,761 | -958 | -16.8% | -$14.88万 | 减仓 |
| FTV | FORTIVE CORP | $74.03万 | 0.26% | 13,391 | 118 | 0.9% | $6,523 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $75.04万 | 0.26% | 1,566 | 49 | 3.2% | $2.35万 | 加仓 |
| ACWI | ISHARES TR | $76.18万 | 0.27% | 5,505 | 3,207 | 139.6% | $44.38万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $79.88万 | 0.28% | 11,010 | 3,502 | 46.6% | $25.41万 | 加仓 |
| LLY | ELI LILLY & CO | $81.68万 | 0.29% | 888 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $84.13万 | 0.29% | 3,897 | 1,492 | 62.0% | $32.21万 | 加仓 |
| V | VISA INC | $84.25万 | 0.29% | 2,787 | -129 | -4.4% | -$3.90万 | 减仓 |