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 |
|---|---|---|---|---|---|---|---|---|
| — | ROYALTY MGMT HLDG CORP CLASS A | $3.54万 | 0.00% | 11,914 | 8 | 0.1% | $24 | 加仓 |
| — | PULMONX CORP | $1.96万 | 0.00% | 15,184 | 3,300 | 27.8% | $4,257 | 加仓 |
| — | HYPERFINE INC CLASS A | $1.08万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | OPAL DIVIDEND INCOME ETF | $0 | 0.00% | 0 | -3,879,493 | -100.0% | -$1.41亿 | 清仓 |
| VGLT | VANGUARD LONG-TERM TREAS INDEX FD ETF SHS | $0 | 0.00% | 0 | -360,513 | -100.0% | -$2,011.66万 | 清仓 |
| BSCR | INVSC BULLETSHR 2027 CRP BND ETF IV | $0 | 0.00% | 0 | -1,005,908 | -100.0% | -$1,985.66万 | 清仓 |
| BSCQ | INVSC BULLETSHA 2026 CRP BND ETF IV | $0 | 0.00% | 0 | -278,970 | -100.0% | -$546.08万 | 清仓 |
| — | PROSHARES TR II ULTRA VIX SHORT TERM FUTURES ETF | $0 | 0.00% | 0 | -146,350 | -100.0% | -$525.84万 | 清仓 |
| BSJQ | INVSC BULLTSH 2026 HG YLD CRP BD ETF | $0 | 0.00% | 0 | -166,212 | -100.0% | -$387.94万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -8,825 | -100.0% | -$102.98万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND F CLASS CLASS A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVO | NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -14,413 | -100.0% | -$73.33万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -3,492 | -100.0% | -$55.60万 | 清仓 |
| — | CRH PUBLIC LIMITED CO F | $0 | 0.00% | 0 | -4,326 | -100.0% | -$53.99万 | 清仓 |
| — | BROOKFIELD INFRASTRU F CLASS A | $0 | 0.00% | 0 | -11,242 | -100.0% | -$51.04万 | 清仓 |
| LRCX | LAM RESH CORP | $0 | 0.00% | 0 | -2,964 | -100.0% | -$50.74万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -3,117 | -100.0% | -$38.32万 | 清仓 |
| — | MESOBLAST LTD F SPONSORED ADR 1 ADR REPS 10 ORD SHS | $0 | 0.00% | 0 | -18,279 | -100.0% | -$32.98万 | 清仓 |
| — | STRATEGY SHS EVENTIDE SMALL CAP ETF | $0 | 0.00% | 0 | -12,409 | -100.0% | -$32.14万 | 清仓 |
| BLK | BLACKROCK INC NEW | $0 | 0.00% | 0 | -259 | -100.0% | -$27.67万 | 清仓 |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | $0 | 0.00% | 0 | -7,976 | -100.0% | -$27.66万 | 清仓 |
| IBIT | ISHARES BITCOIN ETF | $0 | 0.00% | 0 | -5,565 | -100.0% | -$27.63万 | 清仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEKTAR THERAPEUTICS | $0 | 0.00% | 0 | -5,430 | -100.0% | -$22.96万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,404 | -100.0% | -$22.92万 | 清仓 |
| ROKU | ROKU INC CLASS A | $0 | 0.00% | 0 | -2,077 | -100.0% | -$22.53万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,288 | -100.0% | -$22.03万 | 清仓 |
| RSP | INVSC S P 500 EQUAL WEIGHT ETF | $0 | 0.00% | 0 | -1,068 | -100.0% | -$20.45万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -1,677 | -100.0% | -$20.40万 | 清仓 |
| BP | BP P L C F SPONSORED ADR 1 ADR REPS 6 ORD SHS | $0 | 0.00% | 0 | -5,868 | -100.0% | -$20.38万 | 清仓 |
| — | UNIVERSAL MUSIC GROUP F UNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $0 | 0.00% | 0 | -13,978 | -100.0% | -$18.23万 | 清仓 |
| NPKI | NPK INTERNTNL INC | $0 | 0.00% | 0 | -10,069 | -100.0% | -$12.00万 | 清仓 |