Expressive Wealth LLC
CHICAGO IL · SEC CIK 0002026980
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -2,497 | -100.0% | -$74.01万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -762 | -100.0% | -$65.39万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -3,729 | -100.0% | -$55.49万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -16,435 | -100.0% | -$46.36万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -4,551 | -100.0% | -$40.74万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,878 | -100.0% | -$35.65万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | -1,478 | -100.0% | -$32.87万 | 清仓 |
| IWL | ISHARES TR | $0 | 0.00% | 0 | -1,647 | -100.0% | -$29.98万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -1,082 | -100.0% | -$22.68万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,017 | -100.0% | -$22.43万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -4,300 | -100.0% | -$21.13万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,053 | -100.0% | -$20.34万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,474 | -100.0% | -$20.16万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -38,871 | -100.0% | -$14.65万 | 清仓 |
| VLUE | ISHARES TR | $20.36万 | 0.19% | 1,019 | 1,019 | — | $20.36万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $20.91万 | 0.20% | 1,890 | 1,890 | — | $20.91万 | 新建仓 |
| MOD | MODINE MFG CO | $20.96万 | 0.20% | 785 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $21.01万 | 0.20% | 3,340 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $21.67万 | 0.20% | 580 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.70万 | 0.20% | 772 | -5 | -0.6% | -$1,405 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $21.72万 | 0.21% | 222 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $22.28万 | 0.21% | 1,900 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $22.50万 | 0.21% | 1,331 | 67 | 5.3% | $1.13万 | 加仓 |
| RELX | RELX PLC | $23.60万 | 0.22% | 7,451 | 7,451 | — | $23.60万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $23.86万 | 0.23% | 1,416 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $24.37万 | 0.23% | 2,851 | 15 | 0.5% | $1,282 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $25.51万 | 0.24% | 870 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $25.84万 | 0.24% | 345 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $25.92万 | 0.24% | 342 | -48 | -12.3% | -$3.64万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $26.88万 | 0.25% | 1,839 | -23 | -1.2% | -$3,362 | 减仓 |
| MTUM | ISHARES TR | $27.26万 | 0.26% | 795 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $27.31万 | 0.26% | 1,010 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $27.62万 | 0.26% | 5,942 | 24 | 0.4% | $1,116 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.84万 | 0.26% | 720 | 720 | — | $27.84万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.24万 | 0.27% | 370 | -101 | -21.4% | -$7.71万 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $28.29万 | 0.27% | 3,486 | 328 | 10.4% | $2.66万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $28.49万 | 0.27% | 1,241 | 1,241 | — | $28.49万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $28.67万 | 0.27% | 2,329 | 2,329 | — | $28.67万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $29.98万 | 0.28% | 3,304 | -150 | -4.3% | -$1.36万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $31.05万 | 0.29% | 1,155 | 335 | 40.9% | $9.01万 | 加仓 |
| UNP | UNION PAC CORP | $31.37万 | 0.30% | 1,153 | 84 | 7.9% | $2.29万 | 加仓 |
| CRH | CRH PLC | $31.84万 | 0.30% | 2,976 | 210 | 7.6% | $2.25万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $32.24万 | 0.30% | 2,761 | 93 | 3.5% | $1.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.56万 | 0.31% | 348 | 8 | 2.4% | $7,484 | 加仓 |
| INTU | INTUIT | $32.65万 | 0.31% | 1,251 | 303 | 32.0% | $7.91万 | 加仓 |
| BCE | BCE INC | $32.75万 | 0.31% | 15,227 | 268 | 1.8% | $5,765 | 加仓 |
| TPC | TUTOR PERINI CORP | $33.64万 | 0.32% | 4,055 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $34.02万 | 0.32% | 2,041 | 451 | 28.4% | $7.52万 | 加仓 |
| PPG | PPG INDS INC | $34.47万 | 0.33% | 2,842 | 66 | 2.4% | $8,005 | 加仓 |
| ORCL | ORACLE CORP | $37.11万 | 0.35% | 2,532 | 15 | 0.6% | $2,198 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $37.18万 | 0.35% | 3,233 | 178 | 5.8% | $2.05万 | 加仓 |
| NTES | NETEASE COM INC | $37.42万 | 0.35% | 2,920 | 140 | 5.0% | $1.79万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $38.18万 | 0.36% | 1,260 | 114 | 9.9% | $3.45万 | 加仓 |
| MS | MORGAN STANLEY | $38.41万 | 0.36% | 1,837 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $39.11万 | 0.37% | 5,477 | -367 | -6.3% | -$2.62万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $39.14万 | 0.37% | 2,114 | 106 | 5.3% | $1.96万 | 加仓 |
| KLAC | KLA CORP | $39.22万 | 0.37% | 1,300 | 1,300 | — | $39.22万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.15万 | 0.38% | 13,865 | 1,026 | 8.0% | $2.97万 | 加仓 |
| NDAQ | NASDAQ INC | $40.59万 | 0.38% | 5,150 | 77 | 1.5% | $6,069 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $40.90万 | 0.39% | 7,370 | 2,011 | 37.5% | $11.16万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $41.30万 | 0.39% | 953 | 953 | — | $41.30万 | 新建仓 |
| MRK | MERCK & CO INC | $42.82万 | 0.40% | 3,332 | -1,485 | -30.8% | -$19.08万 | 减仓 |
| ABBV | ABBVIE INC | $43.33万 | 0.41% | 1,722 | -38 | -2.2% | -$9,562 | 减仓 |
| — | EAGLE FINL SVCS INC | $43.41万 | 0.41% | 10,471 | -968 | -8.5% | -$4.01万 | 减仓 |
| CMI | CUMMINS INC | $43.79万 | 0.41% | 614 | 10 | 1.7% | $7,132 | 加仓 |
| IYM | ISHARES TR | $44.29万 | 0.42% | 2,467 | 53 | 2.2% | $9,515 | 加仓 |
| MLI | MUELLER INDS INC | $44.38万 | 0.42% | 3,610 | 3,610 | — | $44.38万 | 新建仓 |
| MCK | MCKESSON CORP | $46.17万 | 0.44% | 611 | 13 | 2.2% | $9,823 | 加仓 |
| STN | STANTEC INC | $46.76万 | 0.44% | 6,785 | 118 | 1.8% | $8,131 | 加仓 |
| MET | METLIFE INC | $47.39万 | 0.45% | 5,601 | -367 | -6.1% | -$3.11万 | 减仓 |
| EOG | EOG RES INC | $47.40万 | 0.45% | 3,654 | 396 | 12.2% | $5.14万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $47.60万 | 0.45% | 1,197 | -12 | -1.0% | -$4,772 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $48.09万 | 0.45% | 361 | 361 | — | $48.09万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $48.80万 | 0.46% | 1,419 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $49.05万 | 0.46% | 1,677 | -17 | -1.0% | -$4,972 | 减仓 |
| B | BARRICK MNG CORP | $49.11万 | 0.46% | 13,371 | 1,001 | 8.1% | $3.68万 | 加仓 |
| IGIB | ISHARES TR | $51.08万 | 0.48% | 9,606 | -459 | -4.6% | -$2.44万 | 减仓 |
| FIX | COMFORT SYS USA INC | $51.13万 | 0.48% | 258 | 258 | — | $51.13万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $52.10万 | 0.49% | 9,042 | -33 | -0.4% | -$1,901 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $52.19万 | 0.49% | 516 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $52.29万 | 0.49% | 623 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $53.04万 | 0.50% | 2,682 | -41 | -1.5% | -$8,108 | 减仓 |
| TS | TENARIS S A | $55.07万 | 0.52% | 9,924 | 9,924 | — | $55.07万 | 新建仓 |
| FTNT | FORTINET INC | $55.43万 | 0.52% | 3,608 | -3,053 | -45.8% | -$46.90万 | 减仓 |
| CME | CME GROUP INC | $55.69万 | 0.53% | 2,522 | -13 | -0.5% | -$2,871 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $55.78万 | 0.53% | 3,530 | 80 | 2.3% | $1.26万 | 加仓 |
| APH | AMPHENOL CORP | $56.76万 | 0.54% | 3,219 | -279 | -8.0% | -$4.92万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $58.00万 | 0.55% | 1,714 | 14 | 0.8% | $4,737 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $59.96万 | 0.57% | 2,974 | 43 | 1.5% | $8,669 | 加仓 |
| NVS | NOVARTIS AG | $60.38万 | 0.57% | 3,853 | 374 | 10.8% | $5.86万 | 加仓 |
| APP | APPLOVIN CORP | $60.64万 | 0.57% | 1,177 | 179 | 17.9% | $9.22万 | 加仓 |
| EME | EMCOR GROUP INC | $61.08万 | 0.58% | 736 | 736 | — | $61.08万 | 新建仓 |
| ALLE | ALLEGION PLC | $61.39万 | 0.58% | 4,370 | 75 | 1.7% | $1.05万 | 加仓 |
| SNA | SNAP ON INC | $62.85万 | 0.59% | 1,562 | 132 | 9.2% | $5.31万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $64.38万 | 0.61% | 7,326 | -125 | -1.7% | -$1.10万 | 减仓 |
| CB | CHUBB LIMITED | $64.50万 | 0.61% | 1,893 | 127 | 7.2% | $4.33万 | 加仓 |
| CLS | CELESTICA INC | $65.08万 | 0.61% | 1,784 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $65.85万 | 0.62% | 5,809 | 52 | 0.9% | $5,895 | 加仓 |
| CNI | CANADIAN NATL RY CO | $66.27万 | 0.63% | 5,558 | 252 | 4.7% | $3.00万 | 加仓 |
| GE | GE AEROSPACE | $68.06万 | 0.64% | 1,821 | -75 | -4.0% | -$2.80万 | 减仓 |