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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 18
增持 56
减持 52
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
QBER
TRUESHARES QUARTERLY BEAR HG ETF
+$21.9M
888,032
减持
PDBC
INVSC ACTVLY MNG OPTM YD DVRS ETF
-$15.8M
28,133
-98%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$13.3M
1,022,501
+21%
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。
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$10.7M
305,498
+25%
减持
VTV
VANGUARD VALUE ETF
-$8.5M
112,759
-29%
增持
BIL
SPDR BLOOMBERG 1 3 MNTH T BLL ETF
+$8.2M
463,294
+24%
建仓
—
BARCLAYS IPTH SRS B S&P SHRT TRM ETN
+$7.9M
172,853
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$7.9M
890,902
+26%
增持
—
OPAL DIVIDEND INCOME ETF
+$7.7M
2,140,008
+16%
建仓
IDVZ
THE OPAL INTERNATIONAL DIV IN ETF
+$7.6M
308,872
增持
TBIL
US TREASURY 3 MONTH BILL ETF
+$6.9M
284,284
+96%
增持
BSCR
INVSC BULLETSHARES 2027 CRP BND ETF
+$6.3M
1,056,058
+46%
增持
JAAA
JANUS HENDERSON AAA CLO ETF
+$6.0M
592,128
+25%
增持
XBIL
US TREASURY 6 MONTH BILL ETF
+$4.4M
277,181
+47%
减持
SJNK
SPDR BLMRG SHR TR HG YLD BD ETF
-$4.1M
259,285
-37%
减持
VGLT
VANGUARD LONG TERM TREASURY ETF
-$4.0M
290,646
-11%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.7M
749,842
+19%
增持
BSCQ
INVSC BULLETSHARS 2026 CORP BND ETF
+$3.4M
542,154
+49%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$3.4M
487,005
+27%
增持
OBIL
US TREASURY 12 MONTH BILL ETF
+$3.0M
276,194
+28%
增持
UTWO
US TREASURY 2 YEAR NOTE ETF
+$2.7M
134,416
+76%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$2.7M
140,357
-23%
增持
—
ISHARES IBONDS TERM TREASURY ETF IV
+$2.3M
313,005
+48%
增持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
+$2.3M
73,781
+46%
减持
JMUB
JPMORGAN MUNICIPAL ETF
-$1.8M
48,599
-42%
增持
IQLT
ISHS MSCI INTL QUALITY FACT ETF
+$1.8M
710,905
+20%
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$1.5M
96,911
+40%
清仓
NCNO
NCINO INC NEW
-$1.3M
0
-100%
减持
JPEM
JPMRG DVSFD RETN EMRG MRKS EQY ETF
-$1.0M
20,762
-44%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$929.4K
14,716
-36%
增持
BSJQ
INVSC BULLTSH 2026 HG YLD CRP BD ETF
+$925.1K
138,359
+41%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$895.1K
15,178
+187%
减持
COWZ
PACER US CASH COWS 100 ETF
-$807.8K
38,727
-25%
减持
DE
DEERE & CO
-$716.4K
489
-78%
清仓
VO
VANGUARD MID CAP ETF
-$665.5K
0
-100%
增持
AAPL
APPLE INC
+$656.5K
29,213
+2%
建仓
BND
VANGUARD TOTAL BOND MARKET ETF
+$623.4K
8,669
减持
SPY
SPDR S&P 500 ETF IV
-$612.7K
1,522
-42%
减持
IEF
ISHARES 7-10 YEAR TRSURY BOND ETF
-$609.2K
14,843
-26%
减持
LDUR
PIMCO ENHNCD LW DRTN ACTV ETF
-$580.9K
34,250
-14%
减持
ICSH
ISHARS ULTR SHRT TRM BND ACTV ETF
-$578.0K
41,168
-21%
建仓
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$548.0K
5,655
减持
QGRO
AMERICAN CENTURY US QLT GRWT ETF
-$538.2K
11,527
-38%
增持
VOO
VANGUARD S&P 500 ETF
+$513.7K
2,203
+73%
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF IV
+$503.7K
2,721
清仓
RSP
INVSC S P 500 EQUAL WEIGHT ETF
-$484.6K
0
-100%
清仓
LOB
LIVE OAK BANCSHARES INCO
-$483.8K
0
-100%
增持
AVGO
BROADCOM INC
+$483.1K
7,774
+2%
减持
SPGP
INVESCO S AND P 500 GARP ETF
-$476.2K
12,752
-26%
减持
—
EXXON MOBIL CORP
-$474.6K
11,023
-22%
减持
JMST
JPMORGAN ULTRA SHRT MUNCIPL INCM ETF
-$473.0K
17,617
-34%
减持
JPIE
JPMORGAN INCOME ETF
-$467.4K
4,705
-68%
减持
IHF
ISHARES US HEALTHCARE PRO ETF
-$459.8K
18,234
-22%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$452.8K
4,250
增持
AMZN
AMAZON.COM INC
+$417.2K
10,556
+4%
清仓
RPG
INVSC S P 500 PURE GROWTH ETF
-$411.3K
0
-100%
增持
GOOG
ALPHABET INC CLASS C
+$408.5K
8,854
+16%
清仓
JPC
NUVEEN PREFERRED INCOME
-$374.5K
0
-100%
减持
XSVM
INVESCO S & P SMALLCAP VALUE WITH MOMENTUM ETF
-$373.5K
14,567
-31%
建仓
BP
BP P L C F SPONSORED ADR 1 ADR REPS 6 ORD SHS
+$358.2K
12,116
清仓
EFA
ISHARES MSCI EAFE ETF
-$356.6K
0
-100%
建仓
ELCV
EVENTIDE HIGH DIVIDEND ETF
+$356.3K
14,415
清仓
—
MARATHON OIL CORP
-$346.0K
0
-100%
增持
COP
CONOCOPHILLIPS
+$320.5K
5,325
+170%
建仓
XMTR
XOMETRY INC CLASS A
+$318.9K
7,475
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$318.4K
8,455
-27%
清仓
OXY
OCCIDENTAL PETE CORP
-$317.5K
0
-100%
清仓
EPD
ENTERPRISE PRODS PART LP
-$306.5K
0
-100%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$305.1K
7,256
-33%
清仓
ABEQ
ABSOLUTE SELECT VALUE ETF
-$281.2K
0
-100%
建仓
PSFF
PACER SWAN SOS FUND OF FUNDS ETF
+$270.7K
9,241
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$267.7K
1,484
+70%
清仓
TMO
THERMO FISHER SCNTFC
-$262.9K
0
-100%
清仓
VOE
VANGUARD MID CAP VALUE ETF
-$259.4K
0
-100%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$258.5K
1,659
-55%
减持
IYK
ISHARES U S CONSUMER STAPLES ETF
-$241.0K
7,172
-29%
减持
SYLD
CAMBRIA SHAREHOLDER YIELD ETF
-$238.0K
8,728
-24%
建仓
VZ
VERIZON COMMUNICATIONS I
+$235.2K
5,881
建仓
SYK
STRYKER CORP
+$227.2K
631
增持
TSLA
TESLA INC
+$223.4K
1,054
+36%
建仓
QDPL
PACER META US LRG CP DV MLT 400 ETF
+$221.5K
5,770
减持
MSFT
MICROSOFT CORP
-$213.2K
8,728
-4%
清仓
MGV
VANGUARD MEGA CAP VALUE ETF
-$210.6K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$210.6K
1,456
清仓
VOT
VANGUARD MID CAP GROWTH ETF
-$210.6K
0
-100%
清仓
SCHM
CHARLES SCHWAB US MC ETF
-$206.8K
0
-100%
清仓
XLU
SELECT SECTOR UTI SELECT SPDR ETF
-$206.7K
0
-100%
增持
ORCL
ORACLE CORP
+$205.0K
5,776
+30%
清仓
MS
MORGAN STANLEY
-$204.6K
0
-100%
建仓
CRM
SALESFORCE INC
+$204.0K
610
清仓
TJX
TJX COS INC NEW
-$202.3K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$201.2K
0
-100%
清仓
EOG
EOG RES INC
-$200.5K
0
-100%
增持
LLY
ELI LILLY AND CO
+$196.5K
758
+73%
增持
V
VISA INC CLASS A
+$163.8K
3,582
+2%
增持
JPM
JPMORGAN CHASE & CO
+$161.9K
4,720
+3%
增持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$161.0K
5,299
+81%
增持
LNG
CHENIERE ENERGY INC
+$150.9K
3,743
+3%
减持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
-$142.6K
7,996
-26%
增持
KO
THE COCA-COLA CO
-$140.3K
16,728
+2%
减持
AFL
AFLAC INC
-$136.5K
10,234
-4%
清仓
GTM
ZOOMINFO TECHNOLOGIES IN
-$123.8K
0
-100%
减持
RUN
SUNRUN INC
-$123.5K
12,192
-7%
减持
AMAT
APPLIED MATLS INC
-$122.0K
2,689
-3%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$118.3K
7,518
-11%
增持
GS
GOLDMAN SACHS GROUP INC
+$116.2K
1,086
+6%
减持
COST
COSTCO WHSL CORP NEW
-$106.0K
815
-15%
增持
XMMO
INVESCO S & P MIDCAP MOMENTUM ETF
+$100.6K
2,645
+41%
减持
FVD
FIRST TRUST VALUE DIVIDEND INDEX ETF
-$98.8K
11,080
-13%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$98.0K
19,599
+162%
减持
—
MEDTRONIC PLC F
-$98.0K
3,276
-18%
建仓
NPKI
NPK INTERNTNL INC
+$92.8K
12,100
减持
MDLZ
MONDELEZ INTL INC CLASS A
-$90.6K
5,123
-5%
增持
VUG
VANGUARD GROWTH ETF
+$87.9K
855
+25%
增持
MRK
MERCK & CO. INC.
-$81.1K
6,332
+1%
减持
NFLX
NETFLIX INC
+$80.0K
568
-5%
减持
SBUX
STARBUCKS CORP
-$77.7K
5,056
-9%
建仓
SHLS
SHOALS TECHNOLOGIES GROU CLASS A
+$73.8K
13,347
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$71.5K
8,337
+16%
增持
PSX
PHILLIPS 66
-$68.7K
4,260
+1%
清仓
MDXG
MIMEDX GROUP INC
-$65.3K
0
-100%
减持
IVV
ISHARES CORE S&P 500 ETF IV
-$65.0K
7,931
-3%
增持
PM
PHILIP MORRIS INTL INC
+$63.4K
2,980
+23%
减持
GOOGL
ALPHABET INC CLASS A
+$62.2K
8,330
-9%
清仓
RNG
REGO PAYMENT ARCHITECTUR
-$59.1K
0
-100%
减持
NVDA
NVIDIA CORP
+$55.1K
19,320
-8%
减持
DHR
DANAHER CORP
-$50.1K
908
-2%
增持
CVX
CHEVRON CORP NEW
+$48.6K
4,457
+10%
减持
TSM
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
+$47.5K
2,840
-4%
减持
MCK
MCKESSON CORP
+$46.0K
670
-1%
增持
ABBV
ABBVIE INC
-$45.5K
5,303
+6%
增持
UNH
UNITEDHEALTH GROUP INC
-$44.2K
1,253
+8%
减持
PG
PROCTER & GAMBLE CO
-$43.6K
5,680
-1%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$42.0K
1,572
-11%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$41.6K
705
-19%
减持
TXN
TEXAS INSTRS INC
-$38.1K
1,896
-0%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$38.1K
1,726
+7%
增持
APD
AIR PRODS & CHEMS INC
+$37.9K
825
+22%
增持
MELI
MERCADOLIBRE INC
+$35.6K
144
+41%
增持
PEP
PEPSICO INC
+$34.3K
1,929
+27%
增持
MA
MASTERCARD INC CLASS A
+$34.3K
503
+8%
减持
WMT
WALMART INC
-$33.7K
9,598
-14%
增持
ABT
ABBOTT LABS
+$33.5K
4,034
+9%
增持
MUNI
PIMCO INTRMEDIATE MUNI BOND ACTV ETF
+$32.9K
7,796
+12%
增持
NEE
NEXTERA ENERGY INC
-$32.6K
2,811
+1%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$32.5K
7,614
-0%
减持
HD
HOME DEPOT INC
-$31.8K
1,089
-3%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STK ETF
-$28.7K
4,860
-0%
增持
NIO
NIO INC F SPONSORED ADR 1 ADR REPS 1 ORD SHS
-$27.9K
12,683
+2%
增持
CAT
CATERPILLAR INC
-$26.1K
994
+1%
