49 WEALTH MANAGEMENT, LLC
AUSTIN TX · SEC CIK 0002022291
$13.36亿2026Q1 申报市值
203持仓数
72.6%前十大占比 · 第一大 12.1%
29 / 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
POLEN DIVIDEND I 新建仓+$1.59亿
RBB FD TR PATHFI 加仓+$9,466.73万
PATHFINDER FOCUS 加仓+$8,887.57万
SPHY 加仓+$4,393.08万
BIV 加仓+$2,832.25万
2026Q1 卖出最多 按季末市值估算
OPAL DIVIDEND IN 清仓-$1.41亿
VTV 减仓-$6,923.94万
SPYM 减仓-$4,504.60万
QUAL 减仓-$4,500.56万
VGSH 减仓-$2,876.11万
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 |
|---|---|---|---|---|---|---|---|---|
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $360.93万 | 0.27% | 39,385 | -12 | -0.0% | -$1,100 | 减仓 |
| GOOGL | ALPHABET INC CLASS CLASS A | $376.86万 | 0.28% | 13,106 | 134 | 1.0% | $3.85万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $400.14万 | 0.30% | 83,571 | 5,115 | 6.5% | $24.49万 | 加仓 |
| NVDA | NVIDIA CORP | $402.65万 | 0.30% | 23,088 | -250 | -1.1% | -$4.36万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $420.55万 | 0.31% | 7,038 | -200 | -2.8% | -$11.95万 | 减仓 |
| WMT | WALMART INC | $466.69万 | 0.35% | 37,551 | 7,410 | 24.6% | $92.09万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $523.84万 | 0.39% | 8,019 | -194 | -2.4% | -$12.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $543.83万 | 0.41% | 14,691 | 95 | 0.7% | $3.52万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $547.42万 | 0.41% | 54,432 | 382 | 0.7% | $3.84万 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF SHARES | $566.24万 | 0.42% | 113,737 | 113,737 | — | $566.24万 | 新建仓 |
| AAPL | APPLE INC | $708.91万 | 0.53% | 27,933 | 200 | 0.7% | $5.08万 | 加仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $783.25万 | 0.59% | 160,304 | 160,304 | — | $783.25万 | 新建仓 |
| UTWO | F/M US TREASURY 2 YEAR NOTE ETF | $893.41万 | 0.67% | 185,038 | 26,187 | 16.5% | $126.44万 | 加仓 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $1,024.60万 | 0.77% | 102,092 | -201,322 | -66.4% | -$2,020.47万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,186.23万 | 0.89% | 20,552 | 1,898 | 10.2% | $109.55万 | 加仓 |
| OBIL | F/M US TREASURY 12 MONTH BILL ETF | $1,205.80万 | 0.90% | 240,798 | 19,239 | 8.7% | $96.34万 | 加仓 |
| — | POLEN HIGH INCOME ETF | $1,375.92万 | 1.03% | 564,598 | 10,073 | 1.8% | $24.55万 | 加仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $1,941.67万 | 1.45% | 459,894 | 459,894 | — | $1,941.67万 | 新建仓 |
| VCSH | VANGUARD SHORT TERM COR BD ETF | $2,067.47万 | 1.55% | 260,813 | 107,324 | 69.9% | $850.76万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES | $2,532.10万 | 1.90% | 432,542 | -491,306 | -53.2% | -$2,876.11万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $2,877.17万 | 2.15% | 571,207 | 28,426 | 5.2% | $143.18万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3,044.78万 | 2.28% | 450,878 | 50,412 | 12.6% | $340.43万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $4,725.41万 | 3.54% | 737,423 | 72,262 | 10.9% | $463.05万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $5,122.12万 | 3.83% | 2,196,449 | 1,883,827 | 602.6% | $4,393.08万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES | $5,314.09万 | 3.98% | 688,532 | 366,967 | 114.1% | $2,832.25万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6,178.08万 | 4.62% | 885,746 | 82,067 | 10.2% | $572.42万 | 加仓 |
| — | PATHFINDER FOCUSED OPPORTUNITIES ETF | $9,305.72万 | 6.96% | 4,167,305 | 3,980,050 | 2,125.5% | $8,887.57万 | 加仓 |
| — | RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF | $9,832.45万 | 7.36% | 4,179,577 | 4,024,115 | 2,588.5% | $9,466.73万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $1.08亿 | 8.07% | 1,409,193 | -588,529 | -29.5% | -$4,504.60万 | 减仓 |
| — | POLEN INTERNATIONAL DIVIDEND INCOME ETF | $1.36亿 | 10.16% | 4,045,910 | 381,503 | 10.4% | $1,280.63万 | 加仓 |
| — | POLEN DIVIDEND INCOME ETF | $1.59亿 | 11.91% | 4,276,008 | 4,276,008 | — | $1.59亿 | 新建仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1.62亿 | 12.13% | 1,790,366 | 157,540 | 9.6% | $1,426.21万 | 加仓 |