13F 机构持仓

Expressive Wealth LLC

CHICAGO IL · SEC CIK 0002026980

2026Q22026Q1 更早 9 个季度 🔒
$1.06亿2026Q2 申报市值
133持仓数
28.6%前十大占比 · 第一大 4.8%
15 / 14新建仓 / 清仓
申报市值走势$1.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CGDV 4.8%
GLD 3.8%
CGGR 2.9%
SCHF 2.8%
NVDA 2.6%
IVW 2.5%
MDY 2.5%
VGK 2.4%
EEM 2.2%
IJR 2.1%

2026Q2 买入最多 按季末市值估算

QLYS 新建仓+$83.24万
IHG 新建仓+$71.76万
EME 新建仓+$61.08万
TS 新建仓+$55.07万
FIX 新建仓+$51.13万

2026Q2 卖出最多 按季末市值估算

IWF 减仓-$245.62万
POWL 减仓-$157.56万
HEI 清仓-$74.01万
CASY 清仓-$65.39万
TPR 清仓-$55.49万

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
CGDV CAPITAL GROUP DIVIDEND VALUE $513.44万4.85%104,189 -5,377-4.9% -$26.50万 减仓
GLD SPDR GOLD TR $405.37万3.83%11,004 -1,234-10.1% -$45.46万 减仓
CGGR CAPITAL GROUP GROWTH ETF $302.08万2.85%64,001 -6,644-9.4% -$31.36万 减仓
SCHF SCHWAB STRATEGIC TR $298.56万2.82%107,785 -857-0.8% -$2.37万 减仓
NVDA NVIDIA CORPORATION $279.61万2.64%13,974 1270.9% $2.54万 加仓
IVW ISHARES TR $260.09万2.46%18,911 -525-2.7% -$7.22万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $259.75万2.45%3,693 -138-3.6% -$9.71万 减仓
VGK VANGUARD INTL EQUITY INDEX F $256.93万2.43%29,019 -196-0.7% -$1.74万 减仓
EEM ISHARES TR $228.54万2.16%33,407 -2,000-5.6% -$13.68万 减仓
IJR ISHARES TR $225.27万2.13%15,189 -1,185-7.2% -$17.58万 减仓
SHY ISHARES TR $223.10万2.11%27,171 -135-0.5% -$1.11万 减仓
AVGO BROADCOM INC $201.01万1.90%5,321 1092.1% $4.12万 加仓
AAPL APPLE INC $195.51万1.85%6,757 2884.5% $8.33万 加仓
MSFT MICROSOFT CORP $189.43万1.79%5,078 140.3% $5,223 加仓
VOOV VANGUARD ADMIRAL FDS INC $183.71万1.73%8,381 -75-0.9% -$1.64万 减仓
GOOGL ALPHABET INC $181.40万1.71%5,076 4409.5% $15.72万 加仓
SPY STATE STR SPDR S&P 500 ETF T $175.73万1.66%2,353 -363-13.4% -$27.11万 减仓
AMAT APPLIED MATLS INC $151.69万1.43%2,098 -187-8.2% -$13.52万 减仓
AMZN AMAZON COM INC $150.58万1.42%6,318 2434.0% $5.79万 加仓
CAT CATERPILLAR INC $119.04万1.12%1,118 -18-1.6% -$1.92万 减仓
LLY ELI LILLY & CO $118.27万1.12%986 -54-5.2% -$6.48万 减仓
JNJ JOHNSON & JOHNSON $112.49万1.06%4,429 -145-3.2% -$3.68万 减仓
AMD ADVANCED MICRO DEVICES INC $103.34万0.98%1,779 895.3% $5.17万 加仓
CSCO CISCO SYS INC $103.08万0.97%8,776 -593-6.3% -$6.97万 减仓
META META PLATFORMS INC $102.36万0.97%1,817 -120-6.2% -$6.76万 减仓
— ETF OPPORTUNITIES TRUST $98.87万0.93%26,398 -35-0.1% -$1,311 减仓
JPM JPMORGAN CHASE & CO $95.83万0.90%2,927 -38-1.3% -$1.24万 减仓
QQQ INVESCO QQQ TR $87.75万0.83%1,192 -65-5.2% -$4.78万 减仓
GILD GILEAD SCIENCES INC $86.79万0.82%6,869 260.4% $3,285 加仓
PLTR PALANTIR TECHNOLOGIES INC $85.75万0.81%7,350 640.9% $7,467 加仓
QLYS QUALYS INC $83.24万0.79%6,054 6,054— $83.24万 新建仓
DAL DELTA AIR LINES INC $82.36万0.78%8,793 -400-4.4% -$3.75万 减仓
QCOM QUALCOMM INC $81.62万0.77%4,417 1704.0% $3.14万 加仓
IWF ISHARES TR $79.80万0.75%6,427 -19,781-75.5% -$245.62万 减仓
GEV GE VERNOVA INC $79.07万0.75%673 -3-0.4% -$3,525 减仓
POWL POWELL INDS INC $78.78万0.74%2,751 -5,502-66.7% -$157.56万 减仓
WTS WATTS WATER TECHNOLOGIES INC $76.33万0.72%1,950 693.7% $2.70万 加仓
GD GENERAL DYNAMICS CORP $74.92万0.71%2,115 653.2% $2.30万 加仓
— EXXON MOBIL CORP $73.27万0.69%5,359 2494.9% $3.40万 加仓
MFC MANULIFE FINL CORP $71.80万0.68%17,723 2,22414.3% $9.01万 加仓
IHG INTERCONTINENTAL HOTELS GROU $71.76万0.68%4,145 4,145— $71.76万 新建仓
WMT WALMART INC $71.61万0.68%6,323 3876.5% $4.38万 加仓
NEM NEWMONT CORP $71.54万0.68%7,660 821.1% $7,659 加仓
MA MASTERCARD INCORPORATED $70.42万0.67%1,371 -9-0.7% -$4,623 减仓
ANET ARISTA NETWORKS INC $70.25万0.66%4,135 2727.0% $4.62万 加仓
EXEL EXELIXIS INC $68.97万0.65%12,676 1811.4% $9,848 加仓
GOOG ALPHABET INC $68.30万0.65%1,933 -23-1.2% -$8,127 减仓
GE GE AEROSPACE $68.06万0.64%1,821 -75-4.0% -$2.80万 减仓
CNI CANADIAN NATL RY CO $66.27万0.63%5,558 2524.7% $3.00万 加仓
INCY INCYTE CORP $65.85万0.62%5,809 520.9% $5,895 加仓
CLS CELESTICA INC $65.08万0.61%1,784 00.0% — 不变
CB CHUBB LIMITED $64.50万0.61%1,893 1277.2% $4.33万 加仓
SPYM SPDR SERIES TRUST $64.38万0.61%7,326 -125-1.7% -$1.10万 减仓
SNA SNAP ON INC $62.85万0.59%1,562 1329.2% $5.31万 加仓
ALLE ALLEGION PLC $61.39万0.58%4,370 751.7% $1.05万 加仓
EME EMCOR GROUP INC $61.08万0.58%736 736— $61.08万 新建仓
APP APPLOVIN CORP $60.64万0.57%1,177 17917.9% $9.22万 加仓
NVS NOVARTIS AG $60.38万0.57%3,853 37410.8% $5.86万 加仓
TEL TE CONNECTIVITY PLC $59.96万0.57%2,974 431.5% $8,669 加仓
ROP ROPER TECHNOLOGIES INC $58.00万0.55%1,714 140.8% $4,737 加仓
APH AMPHENOL CORP $56.76万0.54%3,219 -279-8.0% -$4.92万 减仓
VYM VANGUARD WHITEHALL FDS $55.78万0.53%3,530 802.3% $1.26万 加仓
CME CME GROUP INC $55.69万0.53%2,522 -13-0.5% -$2,871 减仓
FTNT FORTINET INC $55.43万0.52%3,608 -3,053-45.8% -$46.90万 减仓
TS TENARIS S A $55.07万0.52%9,924 9,924— $55.07万 新建仓
ITT ITT INC $53.04万0.50%2,682 -41-1.5% -$8,108 减仓
STRL STERLING INFRASTRUCTURE INC $52.29万0.49%623 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $52.19万0.49%516 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $52.10万0.49%9,042 -33-0.4% -$1,901 减仓
FIX COMFORT SYS USA INC $51.13万0.48%258 258— $51.13万 新建仓
IGIB ISHARES TR $51.08万0.48%9,606 -459-4.6% -$2.44万 减仓
B BARRICK MNG CORP $49.11万0.46%13,371 1,0018.1% $3.68万 加仓
TYL TYLER TECHNOLOGIES INC $49.05万0.46%1,677 -17-1.0% -$4,972 减仓
VV VANGUARD INDEX FDS $48.80万0.46%1,419 00.0% — 不变
TDG TRANSDIGM GROUP INC $48.09万0.45%361 361— $48.09万 新建仓
ISRG INTUITIVE SURGICAL INC $47.60万0.45%1,197 -12-1.0% -$4,772 减仓
EOG EOG RES INC $47.40万0.45%3,654 39612.2% $5.14万 加仓
MET METLIFE INC $47.39万0.45%5,601 -367-6.1% -$3.11万 减仓
STN STANTEC INC $46.76万0.44%6,785 1181.8% $8,131 加仓
MCK MCKESSON CORP $46.17万0.44%611 132.2% $9,823 加仓
MLI MUELLER INDS INC $44.38万0.42%3,610 3,610— $44.38万 新建仓
IYM ISHARES TR $44.29万0.42%2,467 532.2% $9,515 加仓
CMI CUMMINS INC $43.79万0.41%614 101.7% $7,132 加仓
— EAGLE FINL SVCS INC $43.41万0.41%10,471 -968-8.5% -$4.01万 减仓
ABBV ABBVIE INC $43.33万0.41%1,722 -38-2.2% -$9,562 减仓
MRK MERCK & CO INC $42.82万0.40%3,332 -1,485-30.8% -$19.08万 减仓
LRCX LAM RESEARCH CORP $41.30万0.39%953 953— $41.30万 新建仓
BKR BAKER HUGHES COMPANY $40.90万0.39%7,370 2,01137.5% $11.16万 加仓
NDAQ NASDAQ INC $40.59万0.38%5,150 771.5% $6,069 加仓
SCHB SCHWAB STRATEGIC TR $40.15万0.38%13,865 1,0268.0% $2.97万 加仓
KLAC KLA CORP $39.22万0.37%1,300 1,300— $39.22万 新建仓
CINF CINCINNATI FINL CORP $39.14万0.37%2,114 1065.3% $1.96万 加仓
NFLX NETFLIX INC. $39.11万0.37%5,477 -367-6.3% -$2.62万 减仓
MS MORGAN STANLEY $38.41万0.36%1,837 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $38.18万0.36%1,260 1149.9% $3.45万 加仓
NTES NETEASE COM INC $37.42万0.35%2,920 1405.0% $1.79万 加仓
CM CANADIAN IMPERIAL BANK OF CO $37.18万0.35%3,233 1785.8% $2.05万 加仓
ORCL ORACLE CORP $37.11万0.35%2,532 150.6% $2,198 加仓
PPG PPG INDS INC $34.47万0.33%2,842 662.4% $8,005 加仓
MRSH MARSH & MCLENNAN COS INC $34.02万0.32%2,041 45128.4% $7.52万 加仓