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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 42
增持 48
减持 40
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$49.2M
847,450
+575%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$48.8M
627,824
+22427%
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$32.1M
706,037
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。
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$27.3M
181,149
-73%
减持
COWZ
PACER US CASH COWS 100 ETF
-$20.1M
51,792
-88%
增持
—
OPAL DIVIDEND INCOME ETF
+$16.6M
1,844,282
+26%
增持
BIL
SPDR BLOOMBERG 1 3 MNTH T BLL ETF
+$15.3M
372,554
+80%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$14.4M
384,468
+170%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$13.7M
244,014
+39%
减持
IQLT
ISHS MSCI INTL QUALITY FACT ETF
-$12.9M
592,602
-38%
增持
JAAA
JANUS HENDERSON AAA CLO ETF
+$11.8M
472,967
+95%
减持
VTV
VANGUARD VALUE ETF
-$10.0M
158,114
-33%
清仓
UTEN
US TREASURY 10 YEAR NOTE ETF
-$7.5M
0
-100%
清仓
VGIT
VANGUARD INTRMDIAT TRM TRSRY ETF
-$7.5M
0
-100%
清仓
LONZ
PIMCO SENIOR LOAN ACTIVE ETF
-$7.5M
0
-100%
增持
VGLT
VANGUARD LONG TERM TREASURY ETF
+$7.0M
327,216
+41%
清仓
VSS
VGRD FTSE ALL WRLD EX US SML CAP ETF
-$6.9M
0
-100%
清仓
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$5.7M
0
-100%
清仓
VCIT
VANGUARD INTERMEDIATE TERM COR ETF
-$5.7M
0
-100%
清仓
VCSH
VANGUARD SHORT TERM COR BD ETF
-$5.6M
0
-100%
减持
XLU
SELECT SECTOR UTI SELECT SPDR ETF
-$5.4M
2,559
-97%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$5.4M
1,763
-94%
建仓
—
ISHARES IBONDS TERM TREASURY ETF
+$5.0M
211,988
增持
SJNK
SPDR BLMRG SHR TR HG YLD BD ETF
+$4.9M
413,392
+80%
建仓
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$4.1M
69,273
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$3.0M
23,048
-55%
增持
PDBC
INVSC ACTVLY MNG OPTM YD DVRS ETF
+$2.6M
1,200,694
+26%
增持
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
+$2.4M
364,012
+47%
减持
ICSH
BLACKROCK ULTRA SHORT TERM BOND ETF
-$2.2M
52,308
-46%
增持
OBIL
US TREASURY 12 MONTH BILL ETF
+$2.1M
215,897
+23%
增持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
+$2.0M
50,383
+66%
减持
JMUB
JPMORGAN MUNICIPAL ETF
-$1.9M
83,094
-33%
减持
LDUR
PIMCO ENHNCD LW DRTN ACTV ETF
-$1.6M
39,957
-30%
增持
BSCR
INVSC BULLETSHARES 2027 CRP BND ETF
+$1.5M
724,868
+9%
减持
PG
PROCTER & GAMBLE
-$1.4M
5,749
-60%
增持
XBIL
US TREASURY 6 MONTH BILL ETF
+$1.2M
188,672
+14%
增持
TBIL
US TREASURY 3 MONTH BILL ETF
+$1.1M
144,936
+17%
减持
SPGP
INVESCO S AND P 500 GARP ETF
-$1.0M
17,327
-37%
建仓
DE
DEERE & CO
+$923.6K
2,213
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$922.6K
32,784
-39%
减持
JMST
JPMORGAN ULTRA SHRT MUNCIPL INCM ETF
-$904.0K
26,822
-40%
减持
JPEM
JPMRG DVSFD RETN EMRG MRKS EQY ETF
-$851.1K
36,759
-32%
增持
NVDA
NVIDIA CORP
+$808.6K
20,910
+50%
减持
IEF
ISHARES 7-10 YEAR TRSURY BOND ETF
-$800.5K
20,194
-33%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$754.9K
11,537
-41%
增持
ABBV
ABBVIE INC
+$724.7K
5,002
+224%
增持
AVGO
BROADCOM INC
+$710.0K
7,648
+1961%
清仓
JEPQ
J P MORGAN NASDAQ EQT PRM INC ETF
-$688.9K
0
-100%
增持
UTWO
US TREASURY 2 YEAR NOTE ETF
+$682.8K
76,372
+20%
清仓
DFAS
DIMENSIONAL U S SMALL CAP ETF
-$525.6K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
+$513.4K
2,956
增持
MSFT
MICROSOFT CORP
+$505.1K
9,045
+22%
建仓
SFNC
SIMMONS FIRST NATL CORP CLASS A
+$497.6K
23,101
建仓
SPYG
SPDR S&P 500 GROWTH ETF
+$439.0K
5,293
增持
BSJQ
INVSC BULLTSH 2026 HG YLD CRP BD ETF
+$431.3K
97,856
+21%
增持
ORCL
ORACLE CORP
+$427.9K
4,446
+93%
建仓
MDLZ
MONDELEZ INTL INC CLASS A
+$396.6K
5,384
增持
UNH
UNITEDHEALTH GRP INC
+$393.3K
1,159
+102%
清仓
VEU
VANGUARD FTSE ALL WORLD EX US ETF
-$365.7K
0
-100%
增持
KO
THE COCA-COLA CO
+$349.3K
16,445
+25%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$340.4K
0
-100%
建仓
ET
ENERGY TRANSFER L P LP
+$333.8K
20,799
增持
—
EXXON MOBIL CORP
+$333.2K
14,164
+23%
建仓
SCHX
SCHWAB US LARGE CAP ETF
+$325.1K
4,791
建仓
ADP
AUTOMATIC DATA PROCESSIN
+$321.4K
1,162
建仓
OXY
OCCIDENTAL PETE CORP
+$317.5K
6,161
建仓
LMT
LOCKHEED MARTIN CORP
+$315.7K
540
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STK ETF
+$315.1K
4,867
减持
JPIE
JPMORGAN INCOME ETF
-$310.3K
14,701
-33%
增持
WMT
WALMART INC
+$308.1K
11,156
+27%
建仓
EPD
ENTERPRISE PRODS PART LP
+$306.5K
10,529
建仓
RTX
RTX CORP
+$306.0K
2,525
建仓
MCD
MCDONALDS CORP
+$304.5K
1,000
增持
JPM
J P MORGAN CHASE & CO
+$286.3K
4,598
+38%
建仓
BAC
BANK OF AMERICA CORP
+$284.8K
7,178
清仓
—
ACCENTURE PLC F CLASS A
-$284.1K
0
-100%
增持
V
VISA INC CLASS A
+$279.3K
3,521
+35%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$279.3K
10,880
+33%
清仓
IJT
ISHARES S&P SMLL CAP 600 GRTH ETF
-$271.9K
0
-100%
减持
QGRO
AMERICAN CENTURY US QLT GRWT ETF
-$271.3K
18,531
-19%
建仓
AMGN
AMGEN INC
+$269.7K
837
建仓
PWR
QUANTA SVCS INC
+$268.3K
900
建仓
VUG
VANGUARD GROWTH ETF
+$263.0K
685
建仓
—
LINDE PLC F
+$261.3K
548
清仓
FDX
FEDEX CORP
-$260.1K
0
-100%
建仓
PEP
PEPSICO INC
+$258.9K
1,523
建仓
DHR
DANAHER CORP
+$258.6K
930
增持
COST
COSTCO WHOLESALE CO
+$256.7K
962
+36%
建仓
WFC
WELLS FARGO & CO
+$256.0K
4,532
建仓
AXP
AMERICAN EXPRESS CO
+$254.0K
937
建仓
—
BLACKROCK INC CLASS EQUITY
+$252.6K
266
减持
AFL
AFLAC INC
+$240.8K
10,690
-0%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$239.6K
868
-52%
建仓
HON
HONEYWELL INTL INC
+$235.4K
1,139
减持
RPG
INVSC S P 500 PURE GROWTH ETF
-$234.6K
10,473
-40%
清仓
CRM
SALESFORCE INC
-$234.2K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$234.1K
2,770
减持
XSVM
INVESCO S & P SMALLCAP VALUE WITH MOMENTUM ETF
-$232.7K
21,224
-21%
建仓
MA
MASTERCARD INC CLASS A
+$230.6K
467
清仓
GH
GUARDANT HEALTH INC
-$220.5K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$219.4K
642
增持
AMZN
AMAZON.COM INC
+$216.4K
10,190
+19%
建仓
JMBS
JANUS HENDRSON MORTG BCKD SECURT ETF
+$216.3K
4,637
清仓
NVO
NOVO-NORDISK AS VORMAL F SPONSORED ADR 1 ADR REPS 1 ORD SHS
-$216.1K
0
-100%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$213.5K
3,667
-37%
清仓
XBI
SPDR S&P BIOTECH ETF
-$213.1K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$210.6K
0
-100%
建仓
MGV
VANGUARD MEGA CAP VALUE ETF
+$210.6K
1,642
建仓
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$209.9K
2,927
建仓
MELI
MERCADOLIBRE INC
+$209.3K
102
建仓
BSX
BOSTON SCIENTIFIC CORP
+$208.5K
2,488
建仓
SCHM
CHARLES SCHWAB US MC ETF
+$206.8K
2,489
建仓
MS
MORGAN STANLEY
+$204.6K
1,963
建仓
TJX
TJX COS INC NEW
+$202.3K
1,721
建仓
APD
AIR PRODS & CHEMS INC
+$201.4K
676
建仓
MRSH
MARSH & MCLENNAN COS INC
+$201.2K
902
建仓
EOG
EOG RES INC
+$200.5K
1,631
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
-$199.7K
3,044
-13%
减持
IHF
ISHARES US HEALTHCARE PRO ETF
-$199.3K
23,374
-21%
减持
AAPL
APPLE INC
+$193.1K
28,580
-4%
减持
IVV
ISHARES CORE S&P 500 ETF
+$182.2K
8,207
-1%
减持
GOOGL
ALPHABET INC. CLASS A
-$171.3K
9,133
-1%
增持
ABT
ABBOTT LABORATORIES
+$171.1K
3,708
+52%
增持
META
META PLATFORMS INC CLASS A
+$164.3K
942
+27%
增持
SBUX
STARBUCKS CORP
+$160.4K
5,529
+13%
增持
SPY
SPDR S&P 500 ETF
+$154.3K
2,622
+6%
增持
CVX
CHEVRON CORP
+$145.7K
4,054
+41%
减持
VOT
VANGUARD MID CAP GROWTH ETF
-$144.1K
865
-44%
增持
CAT
CATERPILLAR INC
+$143.6K
988
+34%
增持
LOB
LIVE OAK BANCSHARES INCO
+$142.1K
10,212
+2%
减持
OMFL
INVESCO RUSSELL 1000 DYMC MLTFCT ETF
-$135.2K
8,851
-24%
增持
HD
HOME DEPOT INC
+$129.5K
1,124
+16%
减持
IYK
ISHARES U S CONSUMER STAPLES ETF
-$124.3K
10,081
-21%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$121.9K
1,617
+5%
减持
VOE
VANGUARD MID CAP VALUE ETF
-$120.2K
1,547
-39%
增持
MRK
MERCK & CO. INC.
+$110.4K
6,261
+33%
增持
CMCSA
COMCAST CORP CLASS A
+$109.6K
7,620
+39%
减持
NCNO
NCINO INC NEW
-$108.4K
40,000
-9%
减持
MCK
MCKESSON CORP
-$103.5K
679
-9%
增持
VO
VANGUARD MID CAP ETF
+$98.9K
2,522
+7%
增持
AMAT
APPLIED MATERIALS
-$97.2K
2,768
+0%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$93.4K
8,418
-0%
清仓
SEI
SOLARIS OILFIELD CLASS A
-$91.3K
0
-100%
增持
TXN
TEXAS INSTRUMENTS
+$87.5K
1,905
+21%
增持
PGR
PROGRESSIVE CO OHIO
+$87.5K
1,425
+9%
减持
OMFS
INVESCO RUSSLL 2000 DYMC MLTFCTR ETF
-$87.4K
7,114
-31%
减持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
-$87.4K
11,546
-15%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$86.0K
874
+33%
减持
RUN
SUNRUN INC.
+$78.3K
13,084
-10%
减持
ABEQ
ABSOLUTE SELECT VALUE ETF
-$71.8K
8,585
-27%
