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 |
|---|---|---|---|---|---|---|---|---|
| — | POLEN INTERNATIONAL DIVIDEND INCOME ETF | $0 | 0.00% | 0 | -4,045,910 | -100.0% | -$1.36亿 | 清仓 |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF SHARES | $0 | 0.00% | 0 | -113,737 | -100.0% | -$566.24万 | 清仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -54,432 | -100.0% | -$547.42万 | 清仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $0 | 0.00% | 0 | -83,571 | -100.0% | -$400.14万 | 清仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $0 | 0.00% | 0 | -54,465 | -100.0% | -$275.65万 | 清仓 |
| XBIL | F/M US TREASURY 6 MONTH BILL ETF | $0 | 0.00% | 0 | -53,091 | -100.0% | -$265.62万 | 清仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -13,471 | -100.0% | -$264.30万 | 清仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $0 | 0.00% | 0 | -67,106 | -100.0% | -$260.77万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -7,465 | -100.0% | -$231.06万 | 清仓 |
| ROAD | CONSTRUCTION PARTNERS IN CLASS A | $0 | 0.00% | 0 | -19,757 | -100.0% | -$219.54万 | 清仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND - ETF CLASS SHARES | $0 | 0.00% | 0 | -41,969 | -100.0% | -$209.26万 | 清仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $0 | 0.00% | 0 | -44,957 | -100.0% | -$207.84万 | 清仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $0 | 0.00% | 0 | -36,888 | -100.0% | -$184.40万 | 清仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $0 | 0.00% | 0 | -24,491 | -100.0% | -$173.66万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -1,588 | -100.0% | -$134.38万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -13,614 | -100.0% | -$126.45万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS I | $0 | 0.00% | 0 | -95,844 | -100.0% | -$125.75万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | $0 | 0.00% | 0 | -3,692 | -100.0% | -$124.77万 | 清仓 |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | $0 | 0.00% | 0 | -40,364 | -100.0% | -$117.06万 | 清仓 |
| — | OHIO VY BANC CORP | $0 | 0.00% | 0 | -26,522 | -100.0% | -$116.33万 | 清仓 |
| COWZ | PACER US CASH COWS 100 ETF | $0 | 0.00% | 0 | -18,309 | -100.0% | -$114.54万 | 清仓 |
| HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $0 | 0.00% | 0 | -27,413 | -100.0% | -$109.82万 | 清仓 |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $0 | 0.00% | 0 | -20,633 | -100.0% | -$105.19万 | 清仓 |
| HIG | HARTFORD INS GROUP INC | $0 | 0.00% | 0 | -7,777 | -100.0% | -$105.17万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -9,561 | -100.0% | -$104.90万 | 清仓 |
| MPLX | MPLX LP LP | $0 | 0.00% | 0 | -18,037 | -100.0% | -$102.93万 | 清仓 |
| CME | CME GROUP INC CLASS CLASS A | $0 | 0.00% | 0 | -3,364 | -100.0% | -$99.35万 | 清仓 |
| VXF | VANGUARD EXTENDED MARKET INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -4,625 | -100.0% | -$95.18万 | 清仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -17,866 | -100.0% | -$93.24万 | 清仓 |
| VLO | VALERO ENERGY CORP NEW | $0 | 0.00% | 0 | -3,727 | -100.0% | -$92.08万 | 清仓 |
| UPS | UNITED PARCEL SVC INC CLASS CLASS B | $0 | 0.00% | 0 | -9,270 | -100.0% | -$91.20万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -2,637 | -100.0% | -$90.12万 | 清仓 |
| ESUM | EVENTIDE US MARKET ETF | $0 | 0.00% | 0 | -33,224 | -100.0% | -$86.98万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -3,201 | -100.0% | -$86.61万 | 清仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $0 | 0.00% | 0 | -30,712 | -100.0% | -$78.75万 | 清仓 |
| — | EVENTIDE LARGE CAP GROWTH ETF | $0 | 0.00% | 0 | -33,731 | -100.0% | -$78.73万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -2,761 | -100.0% | -$78.35万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -873 | -100.0% | -$75.57万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -11,572 | -100.0% | -$71.54万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -14,191 | -100.0% | -$71.41万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -3,336 | -100.0% | -$69.35万 | 清仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -8,584 | -100.0% | -$66.19万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -5,044 | -100.0% | -$66.12万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -11,195 | -100.0% | -$65.46万 | 清仓 |
| MA | MASTERCARD INC CLASS CLASS A | $0 | 0.00% | 0 | -1,227 | -100.0% | -$61.30万 | 清仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $0 | 0.00% | 0 | -3,156 | -100.0% | -$60.54万 | 清仓 |
| SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $0 | 0.00% | 0 | -19,397 | -100.0% | -$59.51万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,876 | -100.0% | -$58.29万 | 清仓 |
| ENB | ENBRIDGE INC F | $0 | 0.00% | 0 | -10,383 | -100.0% | -$56.21万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -2,023 | -100.0% | -$53.98万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -15,561 | -100.0% | -$52.18万 | 清仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -5,327 | -100.0% | -$52.16万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -2,812 | -100.0% | -$51.94万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -940 | -100.0% | -$51.62万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | $0 | 0.00% | 0 | -1,532 | -100.0% | -$49.67万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -5,240 | -100.0% | -$46.95万 | 清仓 |
| EFA | ISHARES MSCI EAFE ETF | $0 | 0.00% | 0 | -4,638 | -100.0% | -$45.05万 | 清仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $0 | 0.00% | 0 | -9,013 | -100.0% | -$43.68万 | 清仓 |
| LEN | LENNAR CORP CLASS A | $0 | 0.00% | 0 | -4,885 | -100.0% | -$42.42万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -5,457 | -100.0% | -$41.06万 | 清仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $0 | 0.00% | 0 | -4,842 | -100.0% | -$40.40万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -925 | -100.0% | -$40.01万 | 清仓 |
| TPHD | TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | $0 | 0.00% | 0 | -9,593 | -100.0% | -$39.68万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -219 | -100.0% | -$37.87万 | 清仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -15,223 | -100.0% | -$37.68万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,995 | -100.0% | -$36.34万 | 清仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $0 | 0.00% | 0 | -7,688 | -100.0% | -$36.16万 | 清仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -1,381 | -100.0% | -$35.53万 | 清仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $0 | 0.00% | 0 | -2,459 | -100.0% | -$35.03万 | 清仓 |
| — | EVENTIDE SMALL CAP ETF | $0 | 0.00% | 0 | -13,190 | -100.0% | -$34.51万 | 清仓 |
| APH | AMPHENOL CORP NEW CLASS CLASS A | $0 | 0.00% | 0 | -2,723 | -100.0% | -$34.41万 | 清仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $0 | 0.00% | 0 | -548 | -100.0% | -$33.79万 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -1,020 | -100.0% | -$33.51万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -2,048 | -100.0% | -$32.71万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,464 | -100.0% | -$32.11万 | 清仓 |
| TPLC | TIMOTHY PLAN US LARGE/ MID CAP CORE ETF | $0 | 0.00% | 0 | -6,844 | -100.0% | -$31.79万 | 清仓 |
| ETN | EATON CORP PLC F | $0 | 0.00% | 0 | -868 | -100.0% | -$31.05万 | 清仓 |
| MDT | MEDTRONIC PLC F | $0 | 0.00% | 0 | -3,431 | -100.0% | -$29.73万 | 清仓 |
| ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -225 | -100.0% | -$29.72万 | 清仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $0 | 0.00% | 0 | -4,804 | -100.0% | -$28.88万 | 清仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $0 | 0.00% | 0 | -4,637 | -100.0% | -$28.44万 | 清仓 |
| PGR | PROGRESSIVE CORP OH | $0 | 0.00% | 0 | -1,412 | -100.0% | -$27.99万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,180 | -100.0% | -$26.67万 | 清仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $0 | 0.00% | 0 | -4,960 | -100.0% | -$26.18万 | 清仓 |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | $0 | 0.00% | 0 | -1,794 | -100.0% | -$26.01万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -813 | -100.0% | -$25.86万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $0 | 0.00% | 0 | -531 | -100.0% | -$25.75万 | 清仓 |
| IVOO | VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -2,205 | -100.0% | -$25.21万 | 清仓 |
| SCHW | CHARLES SCHWAB CORP | $0 | 0.00% | 0 | -2,675 | -100.0% | -$25.14万 | 清仓 |
| USAC | USA COMPRESSION PARTN LP | $0 | 0.00% | 0 | -9,125 | -100.0% | -$24.75万 | 清仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -5,374 | -100.0% | -$24.28万 | 清仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $0 | 0.00% | 0 | -9,672 | -100.0% | -$24.28万 | 清仓 |
| WDAY | WORKDAY INC CLASS A | $0 | 0.00% | 0 | -1,852 | -100.0% | -$24.06万 | 清仓 |
| COGT | COGENT BIOSCIENCES INC | $0 | 0.00% | 0 | -6,221 | -100.0% | -$23.94万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -418 | -100.0% | -$23.52万 | 清仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $0 | 0.00% | 0 | -5,033 | -100.0% | -$22.97万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -11,787 | -100.0% | -$22.89万 | 清仓 |
| LIN | LINDE PLC F | $0 | 0.00% | 0 | -461 | -100.0% | -$22.88万 | 清仓 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $0 | 0.00% | 0 | -2,172 | -100.0% | -$22.82万 | 清仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -3,671 | -100.0% | -$22.80万 | 清仓 |