13F 机构持仓

Expressive Wealth LLC

CHICAGO IL · SEC CIK 0002026980

2026Q22026Q1 更早 9 个季度 🔒
$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
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

GLD 5.0%
CGDV 5.0%
CGGR 3.1%
SCHF 2.8%
NVDA 2.7%
IVW 2.5%
MDY 2.5%
VGK 2.5%
EEM 2.3%
IJR 2.2%

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
SLB SLB LIMITED $32.64万0.31%5,918 5,918— $32.64万 新建仓
CINF CINCINNATI FINL CORP $32.21万0.31%2,008 -97-4.6% -$1.56万 减仓
CRH CRH PLC $31.78万0.30%2,766 592.2% $6,780 加仓
PPG PPG INDS INC $30.96万0.30%2,776 2,776— $30.96万 新建仓
WEC WEC ENERGY GROUP INC $30.40万0.29%2,668 -126-4.5% -$1.44万 减仓
IWL ISHARES TR $29.98万0.29%1,647 -4,508-73.2% -$82.06万 减仓
ABT ABBOTT LABORATORIES $29.81万0.28%3,454 361.1% $3,107 加仓
CW CURTISS WRIGHT CORP $28.97万0.28%390 -321-45.1% -$23.85万 减仓
MCD MCDONALDS CORP $28.70万0.27%1,010 -316-23.8% -$8.98万 减仓
UNP UNION PAC CORP $28.68万0.27%1,069 1,069— $28.68万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $26.12万0.25%870 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $26.06万0.25%1,590 1,590— $26.06万 新建仓
IVV ISHARES TR $25.44万0.24%345 123.6% $8,849 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $25.06万0.24%3,158 3,158— $25.06万 新建仓
VXUS VANGUARD STAR FDS $24.28万0.23%2,836 2,836— $24.28万 新建仓
MTUM ISHARES TR $23.79万0.23%795 -106-11.8% -$3.17万 减仓
RMD RESMED INC $22.68万0.22%1,082 1,082— $22.68万 新建仓
ZTS ZOETIS INC $22.43万0.21%2,017 2,017— $22.43万 新建仓
RS RELIANCE INC $21.84万0.21%580 580— $21.84万 新建仓
PSX PHILLIPS 66 $21.71万0.21%1,264 1,264— $21.71万 新建仓
AFL AFLAC INC $21.55万0.21%1,900 -483-20.3% -$5.48万 减仓
MOD MODINE MFG CO $21.53万0.21%785 785— $21.53万 新建仓
CEF SPROTT ASSET MANAGEMENT LP $21.13万0.20%4,300 4,300— $21.13万 新建仓
HWM HOWMET AEROSPACE INC $21.03万0.20%820 820— $21.03万 新建仓
NBIX NEUROCRINE BIOSCIENCES INC $20.82万0.20%1,416 1,416— $20.82万 新建仓
TMUS T-MOBILE US INC $20.34万0.19%1,053 1,053— $20.34万 新建仓
FCX FREEPORT MCMORAN INC $20.34万0.19%3,340 3,340— $20.34万 新建仓
PTC PTC INC $20.16万0.19%1,474 1,474— $20.16万 新建仓
PH PARKER-HANNIFIN CORP $20.04万0.19%222 222— $20.04万 新建仓
GRAB GRAB HOLDINGS LIMITED $14.65万0.14%38,871 38,871— $14.65万 新建仓
GM GENERAL MTRS CO $00.00%0 -8,130-100.0% -$66.11万 清仓
SHOP SHOPIFY INC $00.00%0 -3,995-100.0% -$64.31万 清仓
CAH CARDINAL HEALTH INC $00.00%0 -3,118-100.0% -$64.07万 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -4,323-100.0% -$59.57万 清仓
V VISA INC $00.00%0 -1,605-100.0% -$56.29万 清仓
DGRW WISDOMTREE TR $00.00%0 -5,878-100.0% -$52.57万 清仓
FLEX FLEX LTD $00.00%0 -8,041-100.0% -$48.58万 清仓
ALL ALLSTATE CORP $00.00%0 -2,325-100.0% -$48.39万 清仓
DLTR DOLLAR TREE INC $00.00%0 -3,837-100.0% -$47.20万 清仓
RL RALPH LAUREN CORP $00.00%0 -1,319-100.0% -$46.64万 清仓
COP CONOCOPHILLIPS $00.00%0 -4,468-100.0% -$41.82万 清仓
NI NISOURCE INC $00.00%0 -9,984-100.0% -$41.69万 清仓
ABNB AIRBNB INC $00.00%0 -3,058-100.0% -$41.50万 清仓
TRV TRAVELERS COMPANIES INC $00.00%0 -1,331-100.0% -$38.61万 清仓
JBL JABIL INC $00.00%0 -1,660-100.0% -$37.85万 清仓
WELL WELLTOWER INC $00.00%0 -2,036-100.0% -$37.79万 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -2,049-100.0% -$37.74万 清仓
VST VISTRA CORP $00.00%0 -2,338-100.0% -$37.72万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -4,425-100.0% -$36.73万 清仓
NTRS NORTHERN TR CORP $00.00%0 -2,670-100.0% -$36.47万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -1,477-100.0% -$35.80万 清仓
ADSK AUTODESK INC $00.00%0 -1,204-100.0% -$35.64万 清仓
MO ALTRIA GROUP INC $00.00%0 -6,104-100.0% -$35.20万 清仓
EMR EMERSON ELEC CO $00.00%0 -2,500-100.0% -$33.18万 清仓
IGV ISHARES TR $00.00%0 -3,007-100.0% -$31.78万 清仓
BX BLACKSTONE INC $00.00%0 -1,900-100.0% -$29.29万 清仓
SO SOUTHERN CO $00.00%0 -3,258-100.0% -$28.41万 清仓
AXON AXON ENTERPRISE INC $00.00%0 -467-100.0% -$26.52万 清仓
KR KROGER CO $00.00%0 -4,098-100.0% -$25.60万 清仓
IWY ISHARES TR $00.00%0 -906-100.0% -$25.09万 清仓
MAR MARRIOTT INTL INC NEW $00.00%0 -802-100.0% -$24.88万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -960-100.0% -$24.69万 清仓
INGR INGREDION INC $00.00%0 -2,187-100.0% -$24.11万 清仓
ACM AECOM $00.00%0 -2,522-100.0% -$24.04万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 —— — 申报中断
CF CF INDS HLDGS INC $00.00%0 -2,897-100.0% -$22.41万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 —— — 申报中断