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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1,708.96万 | 5.66% | 45,814 | 5,395 | 13.3% | $201.25万 | 加仓 |
| NKE | NIKE INC | $1,372.58万 | 4.54% | 334,367 | -43 | -0.0% | -$1,765 | 减仓 |
| AAPL | APPLE INC | $1,134.79万 | 3.76% | 39,217 | 10,086 | 34.6% | $291.85万 | 加仓 |
| AMZN | AMAZON COM INC | $716.00万 | 2.37% | 30,041 | 11,203 | 59.5% | $267.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $604.76万 | 2.00% | 23,812 | 4,695 | 24.6% | $119.24万 | 加仓 |
| CSCO | CISCO SYS INC | $534.87万 | 1.77% | 45,536 | -4,092 | -8.2% | -$48.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $508.08万 | 1.68% | 15,522 | -987 | -6.0% | -$32.31万 | 减仓 |
| KLAC | KLA CORP | $478.00万 | 1.58% | 15,843 | -1,357 | -7.9% | -$40.94万 | 减仓 |
| INTC | INTEL CORP | $469.63万 | 1.55% | 33,634 | -940 | -2.7% | -$13.13万 | 减仓 |
| HD | HOME DEPOT INC | $461.02万 | 1.53% | 13,072 | 31 | 0.2% | $1.09万 | 加仓 |
| CVS | CVS HEALTH CORP | $433.18万 | 1.43% | 41,873 | 9,056 | 27.6% | $93.68万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $395.57万 | 1.31% | 14,067 | 666 | 5.0% | $18.73万 | 加仓 |
| GLD | SPDR GOLD TR | $393.25万 | 1.30% | 10,675 | 273 | 2.6% | $10.06万 | 加仓 |
| C | CITIGROUP INC | $377.05万 | 1.25% | 26,940 | -1,218 | -4.3% | -$17.05万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $374.93万 | 1.24% | 65,070 | 20,843 | 47.1% | $120.10万 | 加仓 |
| CVX | CHEVRON CORPORATION | $373.63万 | 1.24% | 22,540 | 3,080 | 15.8% | $51.06万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $360.08万 | 1.19% | 19,904 | -19 | -0.1% | -$3,437 | 减仓 |
| UNP | UNION PAC CORP | $356.67万 | 1.18% | 13,113 | -444 | -3.3% | -$12.08万 | 减仓 |
| META | META PLATFORMS INC | $346.87万 | 1.15% | 6,158 | 293 | 5.0% | $16.50万 | 加仓 |
| KO | COCA COLA CO | $338.46万 | 1.12% | 41,647 | -1,248 | -2.9% | -$10.14万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $324.73万 | 1.07% | 52,579 | 2,083 | 4.1% | $12.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $320.79万 | 1.06% | 3,429 | 5 | 0.1% | $4,678 | 加仓 |
| AVGO | BROADCOM INC | $304.13万 | 1.01% | 8,051 | -592 | -6.8% | -$22.36万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $291.22万 | 0.96% | 6,098 | 93 | 1.5% | $4.44万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $289.58万 | 0.96% | 6,967 | 5,669 | 436.7% | $235.63万 | 加仓 |
| WFC | WELLS FARGO & CO | $278.32万 | 0.92% | 33,679 | -5,241 | -13.5% | -$43.31万 | 减仓 |
| MDT | MEDTRONIC PLC | $275.41万 | 0.91% | 35,205 | -10,532 | -23.0% | -$82.39万 | 减仓 |
| CMI | CUMMINS INC | $272.09万 | 0.90% | 3,815 | -196 | -4.9% | -$13.98万 | 减仓 |
| WMT | WALMART INC | $270.87万 | 0.90% | 23,916 | 10 | 0.0% | $1,133 | 加仓 |
| PG | PROCTER & GAMBLE CO | $265.81万 | 0.88% | 18,127 | 2,742 | 17.8% | $40.21万 | 加仓 |
| GOOG | ALPHABET INC | $249.58万 | 0.83% | 7,064 | -3,425 | -32.7% | -$121.01万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $244.89万 | 0.81% | 3,834 | -2,454 | -39.0% | -$156.74万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $244.25万 | 0.81% | 2,116 | -4,647 | -68.7% | -$536.40万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $236.60万 | 0.78% | 40,905 | -912 | -2.2% | -$5.28万 | 减仓 |
| FTNT | FORTINET INC | $231.17万 | 0.77% | 15,048 | 15,048 | — | $231.17万 | 新建仓 |
| VIRT | VIRTU FINL INC | $231.11万 | 0.76% | 38,797 | -2,087 | -5.1% | -$12.43万 | 减仓 |
| CDW | CDW CORP | $224.52万 | 0.74% | 15,964 | 5,726 | 55.9% | $80.53万 | 加仓 |
| MCD | MCDONALDS CORP | $221.14万 | 0.73% | 8,181 | -281 | -3.3% | -$7.60万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $220.68万 | 0.73% | 52,133 | 482 | 0.9% | $2.04万 | 加仓 |
| GOOGL | ALPHABET INC | $215.93万 | 0.71% | 6,042 | -278 | -4.4% | -$9.94万 | 减仓 |
| — | EXXON MOBIL CORP | $215.31万 | 0.71% | 15,749 | 476 | 3.1% | $6.51万 | 加仓 |
| BAX | BAXTER INTL INC | $209.64万 | 0.69% | 98,330 | -4,218 | -4.1% | -$8.99万 | 减仓 |
| BLK | BLACKROCK INC | $209.33万 | 0.69% | 2,177 | -51 | -2.3% | -$4.90万 | 减仓 |
| FDX | FEDEX CORP | $209.23万 | 0.69% | 6,682 | 1,301 | 24.2% | $40.74万 | 加仓 |
| MRK | MERCK & CO INC | $203.63万 | 0.67% | 15,847 | 1,532 | 10.7% | $19.69万 | 加仓 |
| WCC | WESCO INTL INC | $202.94万 | 0.67% | 5,875 | -1,611 | -21.5% | -$55.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $199.91万 | 0.66% | 9,991 | 1,491 | 17.5% | $29.83万 | 加仓 |
| UL | UNILEVER PLC | $198.56万 | 0.66% | 33,027 | -1,255 | -3.7% | -$7.55万 | 减仓 |
| GE | GE AEROSPACE | $198.24万 | 0.66% | 5,304 | -266 | -4.8% | -$9.94万 | 减仓 |
| CAT | CATERPILLAR INC | $195.30万 | 0.65% | 1,834 | 502 | 37.7% | $53.46万 | 加仓 |
| HSY | HERSHEY CO | $194.50万 | 0.64% | 11,086 | -4,411 | -28.5% | -$77.39万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $190.67万 | 0.63% | 38,692 | 2,611 | 7.2% | $12.87万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $189.32万 | 0.63% | 41,968 | -17,290 | -29.2% | -$78.00万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $186.55万 | 0.62% | 56,997 | 6,030 | 11.8% | $19.74万 | 加仓 |
| DTE | DTE ENERGY CO | $185.92万 | 0.62% | 12,202 | 2,836 | 30.3% | $43.21万 | 加仓 |
| SNY | SANOFI SA | $184.90万 | 0.61% | 43,343 | -12,126 | -21.9% | -$51.73万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $176.73万 | 0.58% | 3,441 | -18 | -0.5% | -$9,245 | 减仓 |
| AMAT | APPLIED MATLS INC | $172.11万 | 0.57% | 2,381 | 2,381 | — | $172.11万 | 新建仓 |
| BP | BP PLC | $171.26万 | 0.57% | 46,350 | -15,773 | -25.4% | -$58.28万 | 减仓 |
| EVRG | EVERGY INC | $168.19万 | 0.56% | 19,460 | 6,396 | 49.0% | $55.28万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $165.03万 | 0.55% | 21,700 | -1,372 | -5.9% | -$10.43万 | 减仓 |
| TXN | TEXAS INSTRS INC | $164.33万 | 0.54% | 5,513 | -1,993 | -26.6% | -$59.41万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $162.18万 | 0.54% | 17,873 | -569 | -3.1% | -$5.16万 | 减仓 |
| COR | CENCORA INC | $161.41万 | 0.53% | 5,704 | -532 | -8.5% | -$15.05万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $156.89万 | 0.52% | 754 | -33 | -4.2% | -$6.87万 | 减仓 |
| GEV | GE VERNOVA INC | $156.67万 | 0.52% | 1,334 | -197 | -12.9% | -$23.14万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $155.16万 | 0.51% | 12,603 | -4,790 | -27.5% | -$58.97万 | 减仓 |
| EBAY | EBAY INC. | $154.37万 | 0.51% | 13,814 | -858 | -5.8% | -$9.59万 | 减仓 |
| DIS | DISNEY WALT CO | $152.62万 | 0.51% | 15,856 | -556 | -3.4% | -$5.35万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $151.11万 | 0.50% | 16,377 | -171 | -1.0% | -$1.58万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $151.09万 | 0.50% | 11,044 | 6,098 | 123.3% | $83.43万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.50% | 2 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $144.89万 | 0.48% | 17,130 | 17,130 | — | $144.89万 | 新建仓 |
| CCK | CROWN HLDGS INC | $144.73万 | 0.48% | 12,943 | 5,575 | 75.7% | $62.34万 | 加仓 |
| HON | HONEYWELL INTL INC | $141.53万 | 0.47% | 6,321 | -6,845 | -52.0% | -$153.26万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $139.99万 | 0.46% | 6,332 | 6,332 | — | $139.99万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $138.54万 | 0.46% | 19,107 | 19,107 | — | $138.54万 | 新建仓 |
| EAT | BRINKER INTL INC | $138.01万 | 0.46% | 8,215 | -705 | -7.9% | -$11.84万 | 减仓 |
| HAS | HASBRO INC | $133.24万 | 0.44% | 16,133 | -554 | -3.3% | -$4.58万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $129.92万 | 0.43% | 12,086 | 12,086 | — | $129.92万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $128.99万 | 0.43% | 3,641 | 16 | 0.4% | $5,668 | 加仓 |
| BYD | BOYD GAMING CORP | $128.26万 | 0.42% | 14,521 | -974 | -6.3% | -$8.60万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $127.31万 | 0.42% | 30,811 | -1,726 | -5.3% | -$7.13万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $126.90万 | 0.42% | 4,367 | 729 | 20.0% | $21.18万 | 加仓 |
| MMM | 3M CO | $126.40万 | 0.42% | 7,807 | -531 | -6.4% | -$8.60万 | 减仓 |
| PPG | PPG INDS INC | $126.31万 | 0.42% | 10,414 | -433 | -4.0% | -$5.25万 | 减仓 |
| DHR | DANAHER CORP DEL | $126.08万 | 0.42% | 6,619 | 5,486 | 484.2% | $104.50万 | 加仓 |
| ASML | ASML HLDG NV | $125.93万 | 0.42% | 633 | -16 | -2.5% | -$3.18万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $123.41万 | 0.41% | 5,195 | -4,993 | -49.0% | -$118.61万 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES | $114.97万 | 0.38% | 101,653 | -18,684 | -15.5% | -$21.13万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $111.70万 | 0.37% | 3,810 | -1,777 | -31.8% | -$52.10万 | 减仓 |
| SLM | SLM CORP | $111.69万 | 0.37% | 43,057 | -3,438 | -7.4% | -$8.92万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $111.25万 | 0.37% | 2,425 | -190 | -7.3% | -$8.72万 | 减仓 |
| LLY | ELI LILLY & CO | $102.91万 | 0.34% | 858 | -30 | -3.4% | -$3.60万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $102.54万 | 0.34% | 2,469 | -191 | -7.2% | -$7.93万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $102.27万 | 0.34% | 75,585 | 75,585 | — | $102.27万 | 新建仓 |
| AN | AUTONATION INC | $102.07万 | 0.34% | 5,494 | -392 | -6.7% | -$7.28万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $101.45万 | 0.34% | 35,458 | -617 | -1.7% | -$1.77万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $99.79万 | 0.33% | 4,347 | -294 | -6.3% | -$6.75万 | 减仓 |
| V | VISA INC | $98.98万 | 0.33% | 2,885 | 98 | 3.5% | $3.36万 | 加仓 |