Expressive Wealth LLC
CHICAGO IL · SEC CIK 0002026980
$1.05亿2026Q1 申报市值
130持仓数
30.6%前十大占比 · 第一大 5.0%
45 / 35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
CGDV 加仓+$96.56万
CME 新建仓+$73.09万
DAL 新建仓+$67.42万
TEL 新建仓+$63.36万
STN 新建仓+$61.40万
2026Q1 卖出最多 按季末市值估算
CGGR 减仓-$97.13万
IWL 减仓-$82.06万
GM 清仓-$66.11万
SHOP 清仓-$64.31万
CAH 清仓-$64.07万
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $54.15万 | 0.52% | 3,450 | 3,450 | — | $54.15万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $54.32万 | 0.52% | 1,694 | 1,694 | — | $54.32万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $54.61万 | 0.52% | 1,209 | 1,209 | — | $54.61万 | 新建仓 |
| MRK | MERCK & CO INC | $54.70万 | 0.52% | 4,817 | -132 | -2.7% | -$1.50万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $54.92万 | 0.52% | 1,881 | 1,881 | — | $54.92万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $55.21万 | 0.53% | 623 | 623 | — | $55.21万 | 新建仓 |
| SNA | SNAP ON INC | $55.24万 | 0.53% | 1,430 | 1,430 | — | $55.24万 | 新建仓 |
| TPR | TAPESTRY INC | $55.49万 | 0.53% | 3,729 | 540 | 16.9% | $8.04万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $56.81万 | 0.54% | 3,863 | 3,863 | — | $56.81万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $56.85万 | 0.54% | 1,766 | 1,766 | — | $56.85万 | 新建仓 |
| INCY | INCYTE CORP | $57.48万 | 0.55% | 5,757 | 5,757 | — | $57.48万 | 新建仓 |
| GE | GE AEROSPACE | $57.99万 | 0.55% | 1,896 | 163 | 9.4% | $4.99万 | 加仓 |
| ALLE | ALLEGION PLC | $58.12万 | 0.55% | 4,295 | 4,295 | — | $58.12万 | 新建仓 |
| ITT | ITT INC | $58.99万 | 0.56% | 2,723 | 2,723 | — | $58.99万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $59.53万 | 0.57% | 5,306 | 5,306 | — | $59.53万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $59.54万 | 0.57% | 1,700 | 1,700 | — | $59.54万 | 新建仓 |
| FTNT | FORTINET INC | $59.92万 | 0.57% | 6,661 | -1,470 | -18.1% | -$13.22万 | 减仓 |
| EXEL | EXELIXIS INC | $60.85万 | 0.58% | 12,495 | 12,495 | — | $60.85万 | 新建仓 |
| STN | STANTEC INC | $61.40万 | 0.59% | 6,667 | 6,667 | — | $61.40万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $61.95万 | 0.59% | 15,499 | -3,362 | -17.8% | -$13.44万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $63.36万 | 0.60% | 2,931 | 2,931 | — | $63.36万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $64.35万 | 0.61% | 7,451 | -95 | -1.3% | -$8,205 | 减仓 |
| CASY | CASEYS GEN STORES INC | $65.39万 | 0.62% | 762 | -93 | -10.9% | -$7.98万 | 减仓 |
| DAL | DELTA AIR LINES INC | $67.42万 | 0.64% | 9,193 | 9,193 | — | $67.42万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $67.88万 | 0.65% | 1,380 | 31 | 2.3% | $1.52万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $71.19万 | 0.68% | 2,050 | 252 | 14.0% | $8.75万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.21万 | 0.68% | 1,690 | 21 | 1.3% | $8,849 | 加仓 |
| CME | CME GROUP INC | $73.09万 | 0.70% | 2,535 | 2,535 | — | $73.09万 | 新建仓 |
| CLS | CELESTICA INC | $73.83万 | 0.70% | 1,784 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $74.01万 | 0.71% | 2,497 | 1,438 | 135.8% | $42.62万 | 加仓 |
| GEV | GE VERNOVA INC | $75.64万 | 0.72% | 676 | 44 | 7.0% | $4.92万 | 加仓 |
| — | EXXON MOBIL CORP | $75.98万 | 0.72% | 5,110 | 747 | 17.1% | $11.11万 | 加仓 |
| WMT | WALMART INC | $77.22万 | 0.74% | 5,936 | -87 | -1.4% | -$1.13万 | 减仓 |
| GOOG | ALPHABET INC | $77.29万 | 0.74% | 1,956 | -36 | -1.8% | -$1.42万 | 减仓 |
| IWF | ISHARES TR | $80.22万 | 0.76% | 6,552 | 4,902 | 297.1% | $60.02万 | 加仓 |
| QCOM | QUALCOMM INC | $81.78万 | 0.78% | 4,247 | 667 | 18.6% | $12.84万 | 加仓 |
| CSCO | CISCO SYS INC | $85.86万 | 0.82% | 9,369 | 1,376 | 17.2% | $12.61万 | 加仓 |
| NEM | NEWMONT CORP | $87.22万 | 0.83% | 7,578 | 488 | 6.9% | $5.62万 | 加仓 |
| QQQ | INVESCO QQQ TR | $87.43万 | 0.83% | 1,257 | 121 | 10.7% | $8.42万 | 加仓 |
| POWL | POWELL INDS INC | $88.11万 | 0.84% | 2,751 | 1,834 | 200.0% | $58.74万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $93.28万 | 0.89% | 6,843 | 3,594 | 110.6% | $48.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $93.36万 | 0.89% | 2,965 | -1,697 | -36.4% | -$53.43万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $97.48万 | 0.93% | 7,286 | -125 | -1.7% | -$1.67万 | 减仓 |
| AMAT | APPLIED MATLS INC | $97.94万 | 0.93% | 2,285 | -47 | -2.0% | -$2.01万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $99.39万 | 0.95% | 26,433 | -4,949 | -15.8% | -$18.61万 | 减仓 |
| LLY | ELI LILLY & CO | $102.66万 | 0.98% | 1,040 | 369 | 55.0% | $36.43万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $102.75万 | 0.98% | 4,574 | 29 | 0.6% | $6,514 | 加仓 |
| CAT | CATERPILLAR INC | $105.29万 | 1.00% | 1,136 | 35 | 3.2% | $3.24万 | 加仓 |
| META | META PLATFORMS INC | $118.72万 | 1.13% | 1,937 | -40 | -2.0% | -$2.45万 | 减仓 |
| AMZN | AMAZON COM INC | $167.06万 | 1.59% | 6,075 | -598 | -9.0% | -$16.44万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $183.60万 | 1.75% | 8,456 | 544 | 6.9% | $11.81万 | 加仓 |
| GOOGL | ALPHABET INC | $184.53万 | 1.76% | 4,636 | 108 | 2.4% | $4.30万 | 加仓 |
| AAPL | APPLE INC | $185.98万 | 1.77% | 6,469 | 708 | 12.3% | $20.35万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $199.32万 | 1.90% | 2,716 | -9 | -0.3% | -$6,605 | 减仓 |
| MSFT | MICROSOFT CORP | $209.64万 | 2.00% | 5,064 | 369 | 7.9% | $15.28万 | 加仓 |
| AVGO | BROADCOM INC | $221.75万 | 2.11% | 5,212 | -139 | -2.6% | -$5.91万 | 减仓 |
| SHY | ISHARES TR | $224.73万 | 2.14% | 27,306 | 1,373 | 5.3% | $11.30万 | 加仓 |
| IJR | ISHARES TR | $227.49万 | 2.17% | 16,374 | -1,950 | -10.6% | -$27.09万 | 减仓 |
| EEM | ISHARES TR | $238.96万 | 2.28% | 35,407 | 4,599 | 14.9% | $31.04万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $260.68万 | 2.48% | 29,215 | -208 | -0.7% | -$1.86万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $260.86万 | 2.49% | 3,831 | 70 | 1.9% | $4.77万 | 加仓 |
| IVW | ISHARES TR | $261.07万 | 2.49% | 19,436 | 1,910 | 10.9% | $25.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $287.78万 | 2.74% | 13,847 | 95 | 0.7% | $1.97万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $297.35万 | 2.83% | 108,642 | 14,444 | 15.3% | $39.53万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $324.90万 | 3.10% | 70,645 | -21,120 | -23.0% | -$97.13万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $519.89万 | 4.96% | 109,566 | 20,350 | 22.8% | $96.56万 | 加仓 |
| GLD | SPDR GOLD TR | $527.41万 | 5.03% | 12,238 | 1,071 | 9.6% | $46.16万 | 加仓 |