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
GOOG ALPHABET INC $68.30万0.65%1,933 -23-1.2% -$8,127 减仓
EXEL EXELIXIS INC $68.97万0.65%12,676 1811.4% $9,848 加仓
ANET ARISTA NETWORKS INC $70.25万0.66%4,135 2727.0% $4.62万 加仓
MA MASTERCARD INCORPORATED $70.42万0.67%1,371 -9-0.7% -$4,623 减仓
NEM NEWMONT CORP $71.54万0.68%7,660 821.1% $7,659 加仓
WMT WALMART INC $71.61万0.68%6,323 3876.5% $4.38万 加仓
IHG INTERCONTINENTAL HOTELS GROU $71.76万0.68%4,145 4,145— $71.76万 新建仓
MFC MANULIFE FINL CORP $71.80万0.68%17,723 2,22414.3% $9.01万 加仓
— EXXON MOBIL CORP $73.27万0.69%5,359 2494.9% $3.40万 加仓
GD GENERAL DYNAMICS CORP $74.92万0.71%2,115 653.2% $2.30万 加仓
WTS WATTS WATER TECHNOLOGIES INC $76.33万0.72%1,950 693.7% $2.70万 加仓
POWL POWELL INDS INC $78.78万0.74%2,751 -5,502-66.7% -$157.56万 减仓
GEV GE VERNOVA INC $79.07万0.75%673 -3-0.4% -$3,525 减仓
IWF ISHARES TR $79.80万0.75%6,427 -19,781-75.5% -$245.62万 减仓
QCOM QUALCOMM INC $81.62万0.77%4,417 1704.0% $3.14万 加仓
DAL DELTA AIR LINES INC $82.36万0.78%8,793 -400-4.4% -$3.75万 减仓
QLYS QUALYS INC $83.24万0.79%6,054 6,054— $83.24万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $85.75万0.81%7,350 640.9% $7,467 加仓
GILD GILEAD SCIENCES INC $86.79万0.82%6,869 260.4% $3,285 加仓
QQQ INVESCO QQQ TR $87.75万0.83%1,192 -65-5.2% -$4.78万 减仓
JPM JPMORGAN CHASE & CO $95.83万0.90%2,927 -38-1.3% -$1.24万 减仓
— ETF OPPORTUNITIES TRUST $98.87万0.93%26,398 -35-0.1% -$1,311 减仓
META META PLATFORMS INC $102.36万0.97%1,817 -120-6.2% -$6.76万 减仓
CSCO CISCO SYS INC $103.08万0.97%8,776 -593-6.3% -$6.97万 减仓
AMD ADVANCED MICRO DEVICES INC $103.34万0.98%1,779 895.3% $5.17万 加仓
JNJ JOHNSON & JOHNSON $112.49万1.06%4,429 -145-3.2% -$3.68万 减仓
LLY ELI LILLY & CO $118.27万1.12%986 -54-5.2% -$6.48万 减仓
CAT CATERPILLAR INC $119.04万1.12%1,118 -18-1.6% -$1.92万 减仓
AMZN AMAZON COM INC $150.58万1.42%6,318 2434.0% $5.79万 加仓
AMAT APPLIED MATLS INC $151.69万1.43%2,098 -187-8.2% -$13.52万 减仓
SPY STATE STR SPDR S&P 500 ETF T $175.73万1.66%2,353 -363-13.4% -$27.11万 减仓
GOOGL ALPHABET INC $181.40万1.71%5,076 4409.5% $15.72万 加仓
VOOV VANGUARD ADMIRAL FDS INC $183.71万1.73%8,381 -75-0.9% -$1.64万 减仓
MSFT MICROSOFT CORP $189.43万1.79%5,078 140.3% $5,223 加仓
AAPL APPLE INC $195.51万1.85%6,757 2884.5% $8.33万 加仓
AVGO BROADCOM INC $201.01万1.90%5,321 1092.1% $4.12万 加仓
SHY ISHARES TR $223.10万2.11%27,171 -135-0.5% -$1.11万 减仓
IJR ISHARES TR $225.27万2.13%15,189 -1,185-7.2% -$17.58万 减仓
EEM ISHARES TR $228.54万2.16%33,407 -2,000-5.6% -$13.68万 减仓
VGK VANGUARD INTL EQUITY INDEX F $256.93万2.43%29,019 -196-0.7% -$1.74万 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
IVW ISHARES TR $260.09万2.46%18,911 -525-2.7% -$7.22万 减仓
NVDA NVIDIA CORPORATION $279.61万2.64%13,974 1270.9% $2.54万 加仓
SCHF SCHWAB STRATEGIC TR $298.56万2.82%107,785 -857-0.8% -$2.37万 减仓
CGGR CAPITAL GROUP GROWTH ETF $302.08万2.85%64,001 -6,644-9.4% -$31.36万 减仓
GLD SPDR GOLD TR $405.37万3.83%11,004 -1,234-10.1% -$45.46万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $513.44万4.85%104,189 -5,377-4.9% -$26.50万 减仓