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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $513.44万 | 4.85% | 104,189 | -5,377 | -4.9% | -$26.50万 | 减仓 |
| GLD | SPDR GOLD TR | $405.37万 | 3.83% | 11,004 | -1,234 | -10.1% | -$45.46万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $302.08万 | 2.85% | 64,001 | -6,644 | -9.4% | -$31.36万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $298.56万 | 2.82% | 107,785 | -857 | -0.8% | -$2.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $279.61万 | 2.64% | 13,974 | 127 | 0.9% | $2.54万 | 加仓 |
| IVW | ISHARES TR | $260.09万 | 2.46% | 18,911 | -525 | -2.7% | -$7.22万 | 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 |
| VGK | VANGUARD INTL EQUITY INDEX F | $256.93万 | 2.43% | 29,019 | -196 | -0.7% | -$1.74万 | 减仓 |
| EEM | ISHARES TR | $228.54万 | 2.16% | 33,407 | -2,000 | -5.6% | -$13.68万 | 减仓 |
| IJR | ISHARES TR | $225.27万 | 2.13% | 15,189 | -1,185 | -7.2% | -$17.58万 | 减仓 |
| SHY | ISHARES TR | $223.10万 | 2.11% | 27,171 | -135 | -0.5% | -$1.11万 | 减仓 |
| AVGO | BROADCOM INC | $201.01万 | 1.90% | 5,321 | 109 | 2.1% | $4.12万 | 加仓 |
| AAPL | APPLE INC | $195.51万 | 1.85% | 6,757 | 288 | 4.5% | $8.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $189.43万 | 1.79% | 5,078 | 14 | 0.3% | $5,223 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $183.71万 | 1.73% | 8,381 | -75 | -0.9% | -$1.64万 | 减仓 |
| GOOGL | ALPHABET INC | $181.40万 | 1.71% | 5,076 | 440 | 9.5% | $15.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $175.73万 | 1.66% | 2,353 | -363 | -13.4% | -$27.11万 | 减仓 |
| AMAT | APPLIED MATLS INC | $151.69万 | 1.43% | 2,098 | -187 | -8.2% | -$13.52万 | 减仓 |
| AMZN | AMAZON COM INC | $150.58万 | 1.42% | 6,318 | 243 | 4.0% | $5.79万 | 加仓 |
| CAT | CATERPILLAR INC | $119.04万 | 1.12% | 1,118 | -18 | -1.6% | -$1.92万 | 减仓 |
| LLY | ELI LILLY & CO | $118.27万 | 1.12% | 986 | -54 | -5.2% | -$6.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $112.49万 | 1.06% | 4,429 | -145 | -3.2% | -$3.68万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $103.34万 | 0.98% | 1,779 | 89 | 5.3% | $5.17万 | 加仓 |
| CSCO | CISCO SYS INC | $103.08万 | 0.97% | 8,776 | -593 | -6.3% | -$6.97万 | 减仓 |
| META | META PLATFORMS INC | $102.36万 | 0.97% | 1,817 | -120 | -6.2% | -$6.76万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $98.87万 | 0.93% | 26,398 | -35 | -0.1% | -$1,311 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $95.83万 | 0.90% | 2,927 | -38 | -1.3% | -$1.24万 | 减仓 |
| QQQ | INVESCO QQQ TR | $87.75万 | 0.83% | 1,192 | -65 | -5.2% | -$4.78万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $86.79万 | 0.82% | 6,869 | 26 | 0.4% | $3,285 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $85.75万 | 0.81% | 7,350 | 64 | 0.9% | $7,467 | 加仓 |
| QLYS | QUALYS INC | $83.24万 | 0.79% | 6,054 | 6,054 | — | $83.24万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $82.36万 | 0.78% | 8,793 | -400 | -4.4% | -$3.75万 | 减仓 |
| QCOM | QUALCOMM INC | $81.62万 | 0.77% | 4,417 | 170 | 4.0% | $3.14万 | 加仓 |
| IWF | ISHARES TR | $79.80万 | 0.75% | 6,427 | -19,781 | -75.5% | -$245.62万 | 减仓 |
| GEV | GE VERNOVA INC | $79.07万 | 0.75% | 673 | -3 | -0.4% | -$3,525 | 减仓 |
| POWL | POWELL INDS INC | $78.78万 | 0.74% | 2,751 | -5,502 | -66.7% | -$157.56万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $76.33万 | 0.72% | 1,950 | 69 | 3.7% | $2.70万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $74.92万 | 0.71% | 2,115 | 65 | 3.2% | $2.30万 | 加仓 |
| — | EXXON MOBIL CORP | $73.27万 | 0.69% | 5,359 | 249 | 4.9% | $3.40万 | 加仓 |
| MFC | MANULIFE FINL CORP | $71.80万 | 0.68% | 17,723 | 2,224 | 14.3% | $9.01万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $71.76万 | 0.68% | 4,145 | 4,145 | — | $71.76万 | 新建仓 |
| WMT | WALMART INC | $71.61万 | 0.68% | 6,323 | 387 | 6.5% | $4.38万 | 加仓 |
| NEM | NEWMONT CORP | $71.54万 | 0.68% | 7,660 | 82 | 1.1% | $7,659 | 加仓 |
| MA | MASTERCARD INCORPORATED | $70.42万 | 0.67% | 1,371 | -9 | -0.7% | -$4,623 | 减仓 |
| ANET | ARISTA NETWORKS INC | $70.25万 | 0.66% | 4,135 | 272 | 7.0% | $4.62万 | 加仓 |
| EXEL | EXELIXIS INC | $68.97万 | 0.65% | 12,676 | 181 | 1.4% | $9,848 | 加仓 |
| GOOG | ALPHABET INC | $68.30万 | 0.65% | 1,933 | -23 | -1.2% | -$8,127 | 减仓 |
| GE | GE AEROSPACE | $68.06万 | 0.64% | 1,821 | -75 | -4.0% | -$2.80万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $66.27万 | 0.63% | 5,558 | 252 | 4.7% | $3.00万 | 加仓 |
| INCY | INCYTE CORP | $65.85万 | 0.62% | 5,809 | 52 | 0.9% | $5,895 | 加仓 |
| CLS | CELESTICA INC | $65.08万 | 0.61% | 1,784 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $64.50万 | 0.61% | 1,893 | 127 | 7.2% | $4.33万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $64.38万 | 0.61% | 7,326 | -125 | -1.7% | -$1.10万 | 减仓 |
| SNA | SNAP ON INC | $62.85万 | 0.59% | 1,562 | 132 | 9.2% | $5.31万 | 加仓 |
| ALLE | ALLEGION PLC | $61.39万 | 0.58% | 4,370 | 75 | 1.7% | $1.05万 | 加仓 |
| EME | EMCOR GROUP INC | $61.08万 | 0.58% | 736 | 736 | — | $61.08万 | 新建仓 |
| APP | APPLOVIN CORP | $60.64万 | 0.57% | 1,177 | 179 | 17.9% | $9.22万 | 加仓 |
| NVS | NOVARTIS AG | $60.38万 | 0.57% | 3,853 | 374 | 10.8% | $5.86万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $59.96万 | 0.57% | 2,974 | 43 | 1.5% | $8,669 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $58.00万 | 0.55% | 1,714 | 14 | 0.8% | $4,737 | 加仓 |
| APH | AMPHENOL CORP | $56.76万 | 0.54% | 3,219 | -279 | -8.0% | -$4.92万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $55.78万 | 0.53% | 3,530 | 80 | 2.3% | $1.26万 | 加仓 |
| CME | CME GROUP INC | $55.69万 | 0.53% | 2,522 | -13 | -0.5% | -$2,871 | 减仓 |
| FTNT | FORTINET INC | $55.43万 | 0.52% | 3,608 | -3,053 | -45.8% | -$46.90万 | 减仓 |
| TS | TENARIS S A | $55.07万 | 0.52% | 9,924 | 9,924 | — | $55.07万 | 新建仓 |
| ITT | ITT INC | $53.04万 | 0.50% | 2,682 | -41 | -1.5% | -$8,108 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $52.29万 | 0.49% | 623 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $52.19万 | 0.49% | 516 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $52.10万 | 0.49% | 9,042 | -33 | -0.4% | -$1,901 | 减仓 |
| FIX | COMFORT SYS USA INC | $51.13万 | 0.48% | 258 | 258 | — | $51.13万 | 新建仓 |
| IGIB | ISHARES TR | $51.08万 | 0.48% | 9,606 | -459 | -4.6% | -$2.44万 | 减仓 |
| B | BARRICK MNG CORP | $49.11万 | 0.46% | 13,371 | 1,001 | 8.1% | $3.68万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $49.05万 | 0.46% | 1,677 | -17 | -1.0% | -$4,972 | 减仓 |
| VV | VANGUARD INDEX FDS | $48.80万 | 0.46% | 1,419 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $48.09万 | 0.45% | 361 | 361 | — | $48.09万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $47.60万 | 0.45% | 1,197 | -12 | -1.0% | -$4,772 | 减仓 |
| EOG | EOG RES INC | $47.40万 | 0.45% | 3,654 | 396 | 12.2% | $5.14万 | 加仓 |
| MET | METLIFE INC | $47.39万 | 0.45% | 5,601 | -367 | -6.1% | -$3.11万 | 减仓 |
| STN | STANTEC INC | $46.76万 | 0.44% | 6,785 | 118 | 1.8% | $8,131 | 加仓 |
| MCK | MCKESSON CORP | $46.17万 | 0.44% | 611 | 13 | 2.2% | $9,823 | 加仓 |
| MLI | MUELLER INDS INC | $44.38万 | 0.42% | 3,610 | 3,610 | — | $44.38万 | 新建仓 |
| IYM | ISHARES TR | $44.29万 | 0.42% | 2,467 | 53 | 2.2% | $9,515 | 加仓 |
| CMI | CUMMINS INC | $43.79万 | 0.41% | 614 | 10 | 1.7% | $7,132 | 加仓 |
| — | EAGLE FINL SVCS INC | $43.41万 | 0.41% | 10,471 | -968 | -8.5% | -$4.01万 | 减仓 |
| ABBV | ABBVIE INC | $43.33万 | 0.41% | 1,722 | -38 | -2.2% | -$9,562 | 减仓 |
| MRK | MERCK & CO INC | $42.82万 | 0.40% | 3,332 | -1,485 | -30.8% | -$19.08万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $41.30万 | 0.39% | 953 | 953 | — | $41.30万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $40.90万 | 0.39% | 7,370 | 2,011 | 37.5% | $11.16万 | 加仓 |
| NDAQ | NASDAQ INC | $40.59万 | 0.38% | 5,150 | 77 | 1.5% | $6,069 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.15万 | 0.38% | 13,865 | 1,026 | 8.0% | $2.97万 | 加仓 |
| KLAC | KLA CORP | $39.22万 | 0.37% | 1,300 | 1,300 | — | $39.22万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $39.14万 | 0.37% | 2,114 | 106 | 5.3% | $1.96万 | 加仓 |
| NFLX | NETFLIX INC. | $39.11万 | 0.37% | 5,477 | -367 | -6.3% | -$2.62万 | 减仓 |
| MS | MORGAN STANLEY | $38.41万 | 0.36% | 1,837 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $38.18万 | 0.36% | 1,260 | 114 | 9.9% | $3.45万 | 加仓 |
| NTES | NETEASE COM INC | $37.42万 | 0.35% | 2,920 | 140 | 5.0% | $1.79万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $37.18万 | 0.35% | 3,233 | 178 | 5.8% | $2.05万 | 加仓 |
| ORCL | ORACLE CORP | $37.11万 | 0.35% | 2,532 | 15 | 0.6% | $2,198 | 加仓 |
| PPG | PPG INDS INC | $34.47万 | 0.33% | 2,842 | 66 | 2.4% | $8,005 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $34.02万 | 0.32% | 2,041 | 451 | 28.4% | $7.52万 | 加仓 |