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49 WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
49 WEALTH MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0002022291
持仓数
203
前50大市值合计
$1.25B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 130 项
建仓 19
增持 59
减持 40
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR BLOOMBERG 1 3 MNTH T BLL ETF
+$32.6M
449,310
+383%
增持
IQLT
ISHS MSCI INTL QUALITY FACT ETF
+$7.5M
1,204,363
+13%
增持
VTV
VANGUARD VALUE ETF
+$5.7M
187,702
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+13%
增持
COWZ
PACER US CASH COWS 100 ETF
+$4.4M
363,119
+13%
增持
SPGP
INVESCO S AND P 500 GARP ETF
+$4.2M
201,201
+14%
增持
QGRO
AMERICAN CENTURY US QLT GRWT ETF
+$4.1M
237,311
+13%
增持
JPEM
JPMRG DVSFD RETN EMRG MRKS EQY ETF
+$3.1M
439,758
+12%
增持
XSVM
INVESCO S & P SMALLCAP VALUE WITH MOMENTUM ETF
+$2.4M
271,860
+14%
增持
LDUR
PIMCO ENHNCD LW DRTN ACTV ETF
+$2.2M
195,948
+14%
增持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
+$1.8M
107,198
+20%
增持
IYK
ISHARES U S CONSUMER STAPLES ETF
+$1.3M
122,091
+240%
减持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
-$1.1M
16,300
-58%
增持
IHF
ISHARES US HEALTHCARE PRO ETF
+$1.1M
187,684
+446%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$1.1M
116,537
+10%
减持
JMUB
JPMORGAN MUNICIPAL ETF
-$920.2K
473,205
-3%
减持
JPIE
JPMORGAN INCOME ETF
-$917.6K
133,461
-12%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$906.4K
471,577
-1%
增持
ICSH
BLACKROCK ULTRA SHORT TERM BOND ETF
+$869.7K
377,155
+5%
增持
IEF
ISHARES 7-10 YEAR TRSURY BOND ETF
+$784.4K
149,230
+9%
增持
NVDA
NVIDIA CORP
+$711.5K
1,238
+50%
增持
MSFT
MICROSOFT CORP
+$568.8K
5,565
+17%
增持
ACWI
ISHARES MSCI ACWI ETF
+$502.4K
57,958
+1%
建仓
SBUX
STARBUCKS CORP
+$453.0K
4,950
建仓
JPM
JPMORGAN CHASE & CO
+$416.5K
2,094
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$416.3K
54,867
+13%
清仓
ARCB
ARCBEST CORP
-$394.0K
0
-100%
增持
DFIS
DIMENSIONAL INTL SMALL CAP ETF
+$390.0K
56,203
+34%
减持
AMZN
AMAZON.COM INC
-$366.8K
7,771
-33%
建仓
VOO
VANGUARD S&P 500 ETF
+$360.1K
750
清仓
IMCB
ISHARES MORNINGSTAR MID CAP ETF
-$346.4K
0
-100%
清仓
XMTR
XOMETRY INC CLASS A
-$324.4K
0
-100%
建仓
V
VISA INC CLASS A
+$301.6K
1,084
增持
GOOGL
ALPHABET INC. CLASS A
+$296.2K
7,499
+20%
减持
AMAT
APPLIED MATERIALS
-$273.3K
2,627
-48%
建仓
PGR
PROGRESSIVE CO OHIO
+$272.3K
1,297
建仓
FYC
FIRST TR SMALL CAP GROW ALPHADEX ETF
+$267.5K
4,104
建仓
—
ACCENTURE PLC F CLASS A
+$265.6K
783
清仓
CSCO
CISCO SYSTEMS INC
-$264.9K
0
-100%
建仓
EOG
EOG RESOURCES INC
+$261.4K
2,014
建仓
BITB
BITWISE BITCOIN ETF
+$257.3K
6,759
建仓
—
LAM RESEARCH CORP
+$249.4K
254
建仓
LLY
ELI LILLY AND CO
+$249.0K
327
建仓
TXN
TEXAS INSTRUMENTS
+$244.4K
1,411
清仓
—
SPLUNK INC
-$242.8K
0
-100%
增持
—
EXXON MOBIL CORP
+$234.8K
8,532
+12%
建仓
QCOM
QUALCOMM INC
+$228.8K
1,332
清仓
IEFA
ISHARES CORE MSCI EAFE ETF
-$221.7K
0
-100%
清仓
TAN
INVSC SOLAR ETF
-$215.5K
0
-100%
清仓
DLS
WISDOMTREE INTL SMALLCP DIVIDEND ETF
-$207.0K
0
-100%
清仓
TWLO
TWILIO INC CLASS A
-$205.1K
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE
-$204.7K
0
-100%
建仓
XMMO
INVESCO S & P MIDCAP MOMENTUM ETF
+$204.4K
1,783
建仓
NVO
NOVO-NORDISK AS VORMAL F SPONSORED ADR 1 ADR REPS 1 ORD SHS
+$203.7K
1,597
清仓
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
-$200.4K
0
-100%
增持
BNDW
VANGUARD TOTAL WORLD BOND ETF IV
+$197.3K
38,610
+10%
增持
PG
PROCTER & GAMBLE
+$195.9K
4,511
+25%
增持
SPY
SPDR S&P 500 ETF
+$184.7K
2,323
+7%
增持
CVX
CHEVRON CORP
+$182.6K
2,537
+71%
增持
META
META PLATFORMS INC CLASS A
+$175.6K
1,033
+10%
减持
ABEQ
ABSOLUTE SELECT VALUE ETF
-$173.6K
13,663
-34%
建仓
ZNTL
ZENTALIS PHARMACEUTICALS
+$172.0K
10,662
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$169.8K
3,491
+3%
增持
MRK
MERCK & CO. INC.
+$148.9K
3,309
+27%
减持
TSLA
TESLA INC
-$141.6K
1,428
-9%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$136.0K
6,928
+26%
增持
GOOG
ALPHABET INC. CLASS C
+$133.9K
6,589
+3%
增持
RSP
INVSC S P 500 EQUAL WEIGHT ETF
+$133.0K
2,600
+35%
增持
PSX
PHILLIPS 66
+$122.9K
3,840
+1%
增持
AAPL
APPLE INC
-$121.8K
25,204
+10%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$121.3K
1,407
+37%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$120.8K
7,183
+34%
减持
MASS
908 DEVICES INC
-$116.8K
25,771
-2%
减持
IVV
ISHARES CORE S&P 500 ETF
+$114.6K
8,367
-7%
减持
HYG
ISHARES IBOXX HIGH YIELD BOND ETF
-$110.8K
3,463
-29%
增持
DFAS
DIMENSIONAL U S SMALL CAP ETF
+$109.3K
33,410
+2%
清仓
—
FREELINE THERAPEUTICS F UNSPONSORED ADR 1 ADR REPS 15 ORD SHS
-$98.9K
0
-100%
增持
—
MARATHON OIL CORP
+$90.4K
12,993
+12%
增持
OMFL
INVESCO RUSSELL 1000 DYMC MLTFCT ETF
+$88.8K
12,063
+8%
增持
RUN
SUNRUN INC.
-$85.4K
14,701
+6%
增持
JEPQ
J P MORGAN NASDAQ EQT PRM INC ETF IV
+$78.3K
18,540
+0%
减持
NFLX
NETFLIX INC
+$73.4K
591
-1%
增持
COST
COSTCO WHOLESALE CO
+$73.3K
700
+7%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$70.2K
8,315
+23%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$69.9K
6,014
+3%
建仓
NIO
NIO INC F SPONSORED ADR 1 ADR REPS 1 ORD SHS
+$66.0K
14,216
减持
RPG
INVSC S P 500 PURE GROWTH ETF
+$62.9K
17,495
-3%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$57.4K
1,358
-6%
增持
FVD
FIRST TRUST VALUE DIVIDEND INDEX ETF
+$56.9K
13,872
+7%
建仓
PLUG
PLUG POWER INC
+$55.7K
16,191
减持
PFE
PFIZER INC
-$52.2K
7,771
-16%
减持
ARKG
ARK GENOMIC REVOLUTION ETF
-$48.1K
8,459
-4%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
-$48.0K
10,879
-5%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$47.2K
9,965
+326%
减持
NRIX
NURIX THERAPEUTICS INC
+$41.0K
12,503
-9%
增持
WMT
WALMART INC
+$40.1K
6,852
+191%
减持
EFA
ISHARES MSCI EAFE ETF
+$38.8K
10,494
-1%
增持
—
MEDTRONIC PLC F
+$37.8K
5,309
+3%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$36.9K
6,061
-2%
增持
CRM
SALESFORCE INC
+$36.1K
829
+2%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$36.1K
199,121
-0%
增持
IWR
ISHARES RUSSELL MID CAP ETF
+$35.5K
5,402
+1%
增持
COGT
COGENT BIOSCIENCES INC
+$26.5K
13,137
+21%
增持
GS
GOLDMAN SACHS GROUP
+$24.9K
745
+1%
减持
REET
ISHARES GLOBAL REIT ETF
-$24.6K
20,958
-1%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$22.7K
1,003
-16%
减持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
-$20.8K
6,513
-9%
减持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$18.8K
3,123
-12%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$18.8K
1,355
-10%
减持
MUNI
PIMCO INTRMEDIATE MUNI BOND ACTV ETF
-$18.0K
7,845
-3%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$17.0K
1,687
-15%
增持
IJT
ISHARES S&P SMLL CAP 600 GRTH ETF
+$15.1K
2,315
+2%
减持
ANNX
ANNEXON INC
+$15.1K
13,293
-17%
减持
MDXG
MIMEDX GROUP INC
-$15.0K
11,121
-0%
减持
RNG
RINGCENTRAL INC CLASS A
-$13.7K
6,504
-5%
减持
CMCSA
COMCAST CORP CLASS A
-$11.7K
5,511
-1%
增持
ABT
ABBOTT LABORATORIES
+$10.2K
1,984
+3%
减持
AFL
AFLAC INC
+$9.6K
8,621
-2%
减持
XBI
SPDR S&P BIOTECH ETF
-$8.8K
2,535
-8%
增持
GTM
ZOOMINFO TECHNOLOGIES IN
-$7.3K
13,345
+11%
减持
FNDB
SCHWAB FUNDAMENTAL US BROAD MKT ETF
+$5.8K
3,918
-5%
减持
KO
THE COCA-COLA CO
+$5.1K
12,623
-2%
减持
VOT
VANGUARD MID CAP GROWTH ETF
+$5.0K
1,610
-5%
减持
COP
CONOCOPHILLIPS
+$4.3K
1,950
-8%
增持
JMST
JPMORGAN ULTRA SHRT MUNCIPL INCM ETF
-$4.0K
87,436
+0%
减持
AVGO
BROADCOM INC
+$3.7K
243
-16%
增持
OMFS
INVESCO RUSSELL 2000 DYNAMIC MULTIFACTOR ETF
-$3.5K
10,685
+3%
减持
VOE
VANGUARD MID CAP VALUE ETF
+$3.3K
2,674
-6%
增持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
-$3.0K
2,418
+5%
增持
BFLY
BUTTERFLY NETWORK INC CLASS A
+$1.0K
28,410
+8%
建仓
—
FBEC WORLDWIDE INC
+$36
20,000
