49 WEALTH MANAGEMENT, LLC
AUSTIN TX · SEC CIK 0002022291
$5.24亿2026Q2 申报市值
189持仓数
40.8%前十大占比 · 第一大 7.8%
105 / 121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
IVV 加仓+$3,502.87万
IXUS 加仓+$2,469.45万
IWF 加仓+$2,247.25万
IWM 加仓+$1,710.94万
IWR 加仓+$1,443.32万
2026Q2 卖出最多 按季末市值估算
IEFA 减仓-$1.53亿
ELEVATION SERIES 减仓-$1.44亿
POLEN INTERNATIO 清仓-$1.36亿
SPYM 减仓-$1.10亿
RBB FUND TRUST 减仓-$1.06亿
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 |
|---|---|---|---|---|---|---|---|---|
| CP | CANADIAN PACIFIC KANSAS CITY | $45.55万 | 0.09% | 5,257 | 5,257 | — | $45.55万 | 新建仓 |
| GEV | GE VERNOVA INC | $45.90万 | 0.09% | 391 | 391 | — | $45.90万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $46.24万 | 0.09% | 796 | 796 | — | $46.24万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $46.75万 | 0.09% | 8,276 | 2,543 | 44.4% | $14.36万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $47.27万 | 0.09% | 2,675 | 2,675 | — | $47.27万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $48.74万 | 0.09% | 653 | -1,123 | -63.2% | -$83.83万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $49.20万 | 0.09% | 1,937 | -3,126 | -61.7% | -$79.39万 | 减仓 |
| T | AT&T INC | $50.68万 | 0.10% | 24,482 | 17,134 | 233.2% | $35.47万 | 加仓 |
| BA | BOEING CO | $51.05万 | 0.10% | 2,358 | 2,358 | — | $51.05万 | 新建仓 |
| EFG | ISHARES TR | $53.91万 | 0.10% | 4,333 | 4,333 | — | $53.91万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $55.39万 | 0.11% | 10,433 | 10,433 | — | $55.39万 | 新建仓 |
| GOOG | ALPHABET INC | $55.80万 | 0.11% | 1,579 | -6,720 | -81.0% | -$237.48万 | 减仓 |
| MGK | VANGUARD WORLD FD | $57.13万 | 0.11% | 6,498 | 6,498 | — | $57.13万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $60.61万 | 0.12% | 6,680 | 6,680 | — | $60.61万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $61.64万 | 0.12% | 534 | 534 | — | $61.64万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $61.71万 | 0.12% | 3,239 | 1,125 | 53.2% | $21.43万 | 加仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $61.82万 | 0.12% | 12,331 | 12,331 | — | $61.82万 | 新建仓 |
| OBIL | RBB FD INC | $63.11万 | 0.12% | 12,629 | -228,169 | -94.8% | -$1,140.28万 | 减仓 |
| HD | HOME DEPOT INC | $63.67万 | 0.12% | 1,805 | -463 | -20.4% | -$16.33万 | 减仓 |
| AGG | ISHARES TR | $65.96万 | 0.13% | 6,664 | 6,664 | — | $65.96万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $66.48万 | 0.13% | 1,797 | -6,700 | -78.9% | -$247.87万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $67.43万 | 0.13% | 5,774 | 5,774 | — | $67.43万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $68.04万 | 0.13% | 25,677 | 25,677 | — | $68.04万 | 新建仓 |
| IWB | ISHARES TR | $68.72万 | 0.13% | 1,678 | 1,678 | — | $68.72万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $69.90万 | 0.13% | 2,135 | -2,609 | -55.0% | -$85.42万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.14% | 1 | 1 | — | $74.89万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $75.96万 | 0.14% | 4,199 | -4,885 | -53.8% | -$88.37万 | 减仓 |
| UTWO | RBB FD INC | $78.10万 | 0.15% | 16,284 | -168,754 | -91.2% | -$809.33万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $81.28万 | 0.16% | 869 | 617 | 244.8% | $57.71万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $82.00万 | 0.16% | 5,779 | 5,779 | — | $82.00万 | 新建仓 |
| IWS | ISHARES TR | $82.33万 | 0.16% | 5,002 | 5,002 | — | $82.33万 | 新建仓 |
| TSLA | TESLA INC | $84.69万 | 0.16% | 2,014 | 632 | 45.7% | $26.58万 | 加仓 |
| CVX | CHEVRON CORPORATION | $92.83万 | 0.18% | 5,600 | -4,010 | -41.7% | -$66.47万 | 减仓 |
| IWP | ISHARES TR | $98.14万 | 0.19% | 6,703 | 6,703 | — | $98.14万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $100.90万 | 0.19% | 16,903 | 5,889 | 53.5% | $35.15万 | 加仓 |
| WMT | WALMART INC | $103.25万 | 0.20% | 9,116 | -28,435 | -75.7% | -$322.06万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $107.45万 | 0.20% | 18,462 | -414,080 | -95.7% | -$2,409.92万 | 减仓 |
| GOOGL | ALPHABET INC | $110.41万 | 0.21% | 3,089 | -10,017 | -76.4% | -$358.03万 | 减仓 |
| ORCL | ORACLE CORP | $112.54万 | 0.21% | 7,680 | -1,272 | -14.2% | -$18.64万 | 减仓 |
| MRK | MERCK & CO INC | $115.09万 | 0.22% | 8,956 | 6,781 | 311.8% | $87.14万 | 加仓 |
| ICSH | ISHARES TR | $116.11万 | 0.22% | 22,956 | 22,956 | — | $116.11万 | 新建仓 |
| SBR | SABINE RTY TR | $117.48万 | 0.22% | 16,049 | 16,049 | — | $117.48万 | 新建仓 |
| IGSB | ISHARES TR | $119.60万 | 0.23% | 22,820 | 22,820 | — | $119.60万 | 新建仓 |
| EMB | ISHARES TR | $125.19万 | 0.24% | 12,981 | 12,981 | — | $125.19万 | 新建仓 |
| SHYG | ISHARES TR | $137.59万 | 0.26% | 32,444 | 32,444 | — | $137.59万 | 新建仓 |
| META | META PLATFORMS INC | $140.44万 | 0.27% | 2,493 | -99 | -3.8% | -$5.58万 | 减仓 |
| TXN | TEXAS INSTRS INC | $147.97万 | 0.28% | 4,964 | 2,252 | 83.0% | $67.13万 | 加仓 |
| MPC | MARATHON PETE CORP | $155.27万 | 0.30% | 6,073 | 6,073 | — | $155.27万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $161.93万 | 0.31% | 16,782 | 16,782 | — | $161.93万 | 新建仓 |
| CAT | CATERPILLAR INC | $164.55万 | 0.31% | 1,545 | 155 | 11.2% | $16.51万 | 加仓 |
| USRT | ISHARES TR | $169.50万 | 0.32% | 25,507 | 25,507 | — | $169.50万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $175.89万 | 0.34% | 3,515 | 977 | 38.5% | $48.89万 | 加仓 |
| — | EXXON MOBIL CORP | $181.59万 | 0.35% | 13,282 | -6,651 | -33.4% | -$90.93万 | 减仓 |
| CSHI | NEOS ETF TRUST | $182.47万 | 0.35% | 36,633 | 36,633 | — | $182.47万 | 新建仓 |
| LLY | ELI LILLY & CO | $187.18万 | 0.36% | 1,561 | 921 | 143.9% | $110.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $195.28万 | 0.37% | 9,760 | -13,328 | -57.7% | -$266.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $206.26万 | 0.39% | 2,801 | -17,751 | -86.4% | -$1,307.14万 | 减仓 |
| CSCO | CISCO SYS INC | $208.47万 | 0.40% | 17,748 | 17,748 | — | $208.47万 | 新建仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $229.13万 | 0.44% | 67,919 | 67,919 | — | $229.13万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $233.20万 | 0.44% | 123,582 | 123,582 | — | $233.20万 | 新建仓 |
| FLOT | ISHARES TR | $248.76万 | 0.47% | 48,729 | 48,729 | — | $248.76万 | 新建仓 |
| — | FUNDVANTAGE TR | $249.75万 | 0.48% | 102,524 | -462,074 | -81.8% | -$1,125.61万 | 减仓 |
| AMZN | AMAZON COM INC | $252.31万 | 0.48% | 10,586 | -1,020 | -8.8% | -$24.31万 | 减仓 |
| IAGG | ISHARES TR | $254.59万 | 0.49% | 50,313 | 50,313 | — | $254.59万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $270.63万 | 0.52% | 8,928 | 7,255 | 433.7% | $219.92万 | 加仓 |
| ABBV | ABBVIE INC | $272.93万 | 0.52% | 10,846 | 4,487 | 70.6% | $112.91万 | 加仓 |
| IWD | ISHARES TR | $290.50万 | 0.55% | 11,983 | 11,983 | — | $290.50万 | 新建仓 |
| PHYL | PGIM ETF TR | $307.37万 | 0.59% | 88,121 | 88,121 | — | $307.37万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $309.75万 | 0.59% | 35,959 | 9,865 | 37.8% | $84.98万 | 加仓 |
| IEI | ISHARES TR | $311.58万 | 0.59% | 26,529 | 26,529 | — | $311.58万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $321.34万 | 0.61% | 40,660 | -220,153 | -84.4% | -$1,739.87万 | 减仓 |
| VO | VANGUARD INDEX FDS | $340.87万 | 0.65% | 42,308 | 42,308 | — | $340.87万 | 新建仓 |
| IJR | ISHARES TR | $347.09万 | 0.66% | 23,403 | 21,559 | 1,169.1% | $319.74万 | 加仓 |
| MSFT | MICROSOFT CORP | $354.77万 | 0.68% | 9,511 | -5,180 | -35.3% | -$193.22万 | 减仓 |
| CLIP | GLOBAL X FDS | $400.53万 | 0.76% | 39,917 | -62,175 | -60.9% | -$623.86万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $418.76万 | 0.80% | 263,704 | 263,704 | — | $418.76万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $426.05万 | 0.81% | 100,937 | -358,957 | -78.1% | -$1,515.15万 | 减仓 |
| TIP | ISHARES TR | $455.45万 | 0.87% | 41,621 | 41,621 | — | $455.45万 | 新建仓 |
| PAAA | PGIM ETF TR | $474.16万 | 0.90% | 92,483 | 92,483 | — | $474.16万 | 新建仓 |
| PULS | PGIM ETF TR | $482.89万 | 0.92% | 97,456 | 97,456 | — | $482.89万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $513.67万 | 0.98% | 219,144 | -1,977,305 | -90.0% | -$4,634.80万 | 减仓 |
| USHY | ISHARES TR | $530.77万 | 1.01% | 143,374 | 143,374 | — | $530.77万 | 新建仓 |
| AAPL | APPLE INC | $573.99万 | 1.09% | 19,837 | -8,096 | -29.0% | -$234.26万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $587.54万 | 1.12% | 116,368 | -454,839 | -79.6% | -$2,296.48万 | 减仓 |
| — | RBB FUND TRUST | $589.59万 | 1.12% | 255,580 | -3,911,725 | -93.9% | -$9,023.88万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $590.88万 | 1.13% | 195,849 | 195,849 | — | $590.88万 | 新建仓 |
| MUB | ISHARES TR | $612.65万 | 1.17% | 56,928 | 44,715 | 366.1% | $481.22万 | 加仓 |
| BIL | SPDR SERIES TRUST | $615.07万 | 1.17% | 67,118 | 27,733 | 70.4% | $254.15万 | 加仓 |
| IVW | ISHARES TR | $615.95万 | 1.17% | 44,787 | 39,949 | 825.7% | $549.42万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $692.18万 | 1.32% | 172,484 | 172,484 | — | $692.18万 | 新建仓 |
| IVE | ISHARES TR | $822.34万 | 1.57% | 36,217 | 36,217 | — | $822.34万 | 新建仓 |
| GLD | SPDR GOLD TR | $861.53万 | 1.64% | 23,387 | 22,531 | 2,632.1% | $830.00万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $871.78万 | 1.66% | 122,355 | -615,068 | -83.4% | -$4,382.34万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $910.30万 | 1.74% | 133,211 | 133,211 | — | $910.30万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $944.79万 | 1.80% | 60,197 | 60,197 | — | $944.79万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $984.50万 | 1.88% | 128,358 | -560,174 | -81.4% | -$4,296.52万 | 减仓 |
| — | RBB FUND TRUST | $1,026.32万 | 1.96% | 367,969 | -3,811,608 | -91.2% | -$1.06亿 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,111.47万 | 2.12% | 244,333 | 244,333 | — | $1,111.47万 | 新建仓 |
| IGIB | ISHARES TR | $1,234.89万 | 2.36% | 232,254 | 232,254 | — | $1,234.89万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $1,239.93万 | 2.36% | 18,053 | 11,015 | 156.5% | $756.54万 | 加仓 |