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
TPC TUTOR PERINI CORP $33.64万0.32%4,055 00.0% — 不变
BCE BCE INC $32.75万0.31%15,227 2681.8% $5,765 加仓
INTU INTUIT $32.65万0.31%1,251 30332.0% $7.91万 加仓
COST COSTCO WHOLESALE CORPORATION $32.56万0.31%348 82.4% $7,484 加仓
WEC WEC ENERGY GROUP INC $32.24万0.30%2,761 933.5% $1.09万 加仓
CRH CRH PLC $31.84万0.30%2,976 2107.6% $2.25万 加仓
UNP UNION PAC CORP $31.37万0.30%1,153 847.9% $2.29万 加仓
HWM HOWMET AEROSPACE INC $31.05万0.29%1,155 33540.9% $9.01万 加仓
ABT ABBOTT LABORATORIES $29.98万0.28%3,304 -150-4.3% -$1.36万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $28.67万0.27%2,329 2,329— $28.67万 新建仓
AJG GALLAGHER ARTHUR J & CO $28.49万0.27%1,241 1,241— $28.49万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $28.29万0.27%3,486 32810.4% $2.66万 加仓
CRWD CROWDSTRIKE HLDGS INC $28.24万0.27%370 -101-21.4% -$7.71万 重新持有
ELV ELEVANCE HEALTH INC FORMERLY $27.84万0.26%720 720— $27.84万 新建仓
SLB SLB LIMITED $27.62万0.26%5,942 240.4% $1,116 加仓
MCD MCDONALDS CORP $27.31万0.26%1,010 00.0% — 不变
MTUM ISHARES TR $27.26万0.26%795 00.0% — 不变
COIN COINBASE GLOBAL INC $26.88万0.25%1,839 -23-1.2% -$3,362 减仓
CW CURTISS WRIGHT CORP $25.92万0.24%342 -48-12.3% -$3.64万 减仓
IVV ISHARES TR $25.84万0.24%345 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $25.51万0.24%870 00.0% — 不变
VXUS VANGUARD STAR FDS $24.37万0.23%2,851 150.5% $1,282 加仓
NBIX NEUROCRINE BIOSCIENCES INC $23.86万0.23%1,416 00.0% — 不变
RELX RELX PLC $23.60万0.22%7,451 7,451— $23.60万 新建仓
PSX PHILLIPS 66 $22.50万0.21%1,331 675.3% $1.13万 加仓
AFL AFLAC INC $22.28万0.21%1,900 00.0% — 不变
PH PARKER-HANNIFIN CORP $21.72万0.21%222 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $21.70万0.20%772 -5-0.6% -$1,405 重新持有
RS RELIANCE INC $21.67万0.20%580 00.0% — 不变
FCX FREEPORT MCMORAN INC $21.01万0.20%3,340 00.0% — 不变
MOD MODINE MFG CO $20.96万0.20%785 00.0% — 不变
ED CONSOLIDATED EDISON INC $20.91万0.20%1,890 1,890— $20.91万 新建仓
VLUE ISHARES TR $20.36万0.19%1,019 1,019— $20.36万 新建仓
HEI HEICO CORP NEW $00.00%0 -2,497-100.0% -$74.01万 清仓
CASY CASEYS GEN STORES INC $00.00%0 -762-100.0% -$65.39万 清仓
TPR TAPESTRY INC $00.00%0 -3,729-100.0% -$55.49万 清仓
RF REGIONS FINANCIAL CORP NEW $00.00%0 -16,435-100.0% -$46.36万 清仓
CAVA CAVA GROUP INC $00.00%0 -4,551-100.0% -$40.74万 清仓
AEM AGNICO EAGLE MINES LTD $00.00%0 -1,878-100.0% -$35.65万 清仓
PNC PNC FINL SVCS GROUP INC $00.00%0 -1,478-100.0% -$32.87万 清仓
IWL ISHARES TR $00.00%0 -1,647-100.0% -$29.98万 清仓
RMD RESMED INC $00.00%0 -1,082-100.0% -$22.68万 清仓
ZTS ZOETIS INC $00.00%0 -2,017-100.0% -$22.43万 清仓
CEF SPROTT ASSET MANAGEMENT LP $00.00%0 -4,300-100.0% -$21.13万 清仓
TMUS T-MOBILE US INC $00.00%0 -1,053-100.0% -$20.34万 清仓
PTC PTC INC $00.00%0 -1,474-100.0% -$20.16万 清仓
GRAB GRAB HOLDINGS LIMITED $00.00%0 -38,871-100.0% -$14.65万 清仓