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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 29
增持 73
减持 38
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$35.4M
734,575
+455%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$21.1M
1,748,006
+10%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$16.9M
1,397,861
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。
+11%
减持
CLIP
GLOBAL X 1-3 MONTH T-BILL ETF
-$16.7M
467,731
-26%
增持
IDVZ
THE OPAL INTERNATIONAL DIV IN ETF
+$15.1M
3,152,328
+13%
增持
—
OPAL DIVIDEND INCOME ETF
+$14.5M
3,340,018
+9%
增持
VTV
VANGUARD VALUE ETF
+$9.0M
314,712
+12%
增持
IEMG
ISHARES CORE MSCI EMERGING ETF
+$7.5M
695,891
+9%
减持
XBIL
US TREASURY 6 MONTH BILL ETF
-$6.2M
121,809
-50%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$6.1M
569,253
+16%
建仓
VCSH
VANGUARD SHORT TERM COR BD ETF
+$6.1M
75,734
建仓
SPHY
SPDR PORTFOLIO HIGH YIELD BND ETF
+$5.7M
240,136
减持
—
ISHARES IBONDS TERM TREASURY ETF IV
-$5.3M
8,722
-96%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$5.1M
209,921
+7%
减持
JAAA
JANUS HENDERSON AAA CLO ETF
-$4.9M
522,291
-16%
减持
TBIL
US TREASURY 3 MONTH BILL ETF
-$4.3M
137,141
-38%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$3.0M
346,444
+10%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$1.9M
81,952
-29%
清仓
KO
THE COCA-COLA CO
-$1.5M
0
-100%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$1.5M
16,899
+8%
增持
VGLT
VANGUARD LONG-TERM TREAS INDEX FD ETF SHS
+$1.3M
348,548
+6%
增持
AAPL
BARCLAYS IPTH SRS B S&P SHRT TRM ETN
-$1.2M
298,920
+16%
增持
WMT
WALMART INC
+$1.1M
29,978
+47%
清仓
PSX
PHILLIPS 66
-$1.0M
0
-100%
增持
NVDA
NVIDIA CORP
+$1.0M
19,789
+17%
建仓
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
+$858.8K
17,364
减持
BIL
SPDR BLOOMBERG 1 3 MNTH T BLL ETF
-$818.5K
48,041
-16%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$756.4K
3,043
+282%
建仓
BND
VANGUARD TOTAL BOND MARKET ETF
+$713.0K
9,587
减持
MINT
PIMCO ENHANCED SHRT MATURTY ACTV ETF
-$636.3K
49,845
-11%
建仓
MO
ALTRIA GROUP INC
+$635.4K
9,619
建仓
—
ACCENTURE PLC IRELAND F CLASS A
+$624.4K
2,532
增持
UTWO
US TREASURY 2 YEAR NOTE ETF
+$549.2K
152,494
+8%
建仓
OWL
BLUE OWL CAP INC CLASS A
+$514.0K
30,360
增持
ORCL
ORACLE CORP
+$483.3K
6,644
+5%
建仓
WDAY
WORKDAY INC CLASS A
+$478.1K
1,986
减持
GOOGL
ALPHABET INC CLASS CLASS A
+$468.8K
7,563
-3%
建仓
CI
THE CIGNA GROUP
+$460.0K
1,596
减持
GOOG
ALPHABET INC CLASS C
+$459.2K
7,312
-2%
清仓
KVUE
KENVUE INC
-$455.4K
0
-100%
减持
OVBC
OHIO VY BANC CORP
-$447.1K
29,552
-38%
减持
BTI
BRITISH AMERN TOB PLC F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$435.5K
9,937
-51%
增持
PLTR
PALANTIR TECHNOLOGIES IN CLASS A
+$421.0K
5,131
+36%
建仓
EFA
ISHARES MSCI EAFE ETF
+$413.2K
4,426
增持
AVGO
BROADCOM INC
+$400.7K
7,032
+1%
建仓
NVO
NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS
+$399.8K
7,204
建仓
AIG
AMERICAN INTL GROUP INC
+$396.0K
5,042
增持
IVV
ISHARES CORE S&P 500 ETF
+$392.1K
7,673
+0%
增持
SPY
SPDR S&P 500 ETF
+$375.5K
1,793
+35%
清仓
STZ
CONSTELLATION BRANDS INC CLASS A
-$372.7K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$368.7K
857
-60%
建仓
IBIT
ISHARES BITCOIN ETF
+$362.4K
5,575
增持
ELCV
EVENTIDE HIGH DIVIDEND ETF
+$361.4K
39,885
+44%
建仓
MDY
SPDR S&P MIDCAP 400 ETF
+$345.4K
579
增持
ESUM
EVENTIDE US MARKET ETF
+$341.0K
39,578
+40%
建仓
—
NEKTAR THERAPEUTICS
+$340.3K
5,981
增持
META
META PLATFORMS INC CLASS A
+$337.9K
1,947
+32%
清仓
PFE
PFIZER INC
-$331.9K
0
-100%
减持
BSCQ
INVSC BULLETSHA 2026 CRP BND ETF IV
-$323.6K
440,103
-4%
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR ETF
+$296.4K
1,052
增持
BSJQ
INVSC BULLTSH 2026 HG YLD CRP BD ETF
+$294.9K
158,958
+8%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STK ETF
+$289.5K
9,178
+65%
清仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$285.1K
0
-100%
建仓
JPST
JPMORGAN ULTRA SHORT INCOME ETF
+$282.5K
5,568
增持
V
VISA INC CLASS A
+$258.0K
4,907
+23%
增持
PG
PROCTER & GAMBLE CO
+$256.7K
7,403
+34%
建仓
ZTS
ZOETIS INC CLASS A
+$239.7K
1,638
清仓
TMDX
TRANSMEDICS GROUP INC
-$235.5K
0
-100%
清仓
SPGP
INVESCO S AND P 500 GARP ETF
-$232.8K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$219.6K
1,813
+5%
建仓
LEN
LENNAR CORP CLASS A
+$218.9K
1,737
建仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$218.1K
4,025
减持
TPLC
TIMOTHY PLAN US LARG MD CP CR ETF
-$216.4K
31,947
-15%
建仓
SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
+$215.4K
5,035
建仓
URI
UNITED RENTALS INC
+$207.7K
218
建仓
INTU
INTUIT
+$205.6K
301
减持
ABT
ABBOTT LABS
-$202.2K
2,367
-38%
建仓
VOE
VANGUARD MID CAP VALUE ETF
+$201.8K
1,156
增持
MSFT
MICROSOFT CORP
+$198.6K
7,924
+1%
减持
LNG
CHENIERE ENERGY INC
-$195.1K
2,629
-21%
增持
TSM
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
+$174.4K
2,895
+3%
增持
PCHI
POLEN HIGH INCOME ETF
+$164.2K
548,190
+2%
清仓
—
INOZYME PHARMA INC TENDER OFFER EXP: 06/30/25
-$162.7K
0
-100%
增持
C
CITIGROUP INC
+$156.2K
8,303
+3%
增持
—
CRH PUBLIC LIMITED CO F
+$138.1K
4,007
+7%
增持
DFUS
DIMENSIONAL US EQUITY MARKET ETF
+$136.2K
24,381
+0%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$132.5K
4,879
-26%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$128.7K
1,340
+14%
增持
MPLX
MPLX LP LP
+$128.0K
15,045
+24%
增持
ENB
ENBRIDGE INC F
+$124.8K
17,585
+5%
增持
JPM
JPMORGAN CHASE & CO
+$122.7K
4,411
+1%
增持
AMZN
AMAZON.COM INC
+$121.6K
11,258
+5%
增持
ITOT
ISHARES TOTAL US STOCK MARKET ETF
+$118.1K
3,084
+26%
增持
JNJ
JOHNSON & JOHNSON
+$113.8K
3,381
+1%
增持
AESI
ATLAS ENERGY SOLUTIONS I
+$112.0K
25,252
+93%
增持
NEE
NEXTERA ENERGY INC
+$111.7K
10,435
+7%
增持
CAT
CATERPILLAR INC
+$108.9K
1,095
+3%
建仓
NRIX
NURIX THERAPEUTICS INC
+$107.9K
11,678
建仓
XPGPX
PIMCO GLOBAL STOCKSPLUS
+$106.9K
12,499
增持
AMAT
APPLIED MATLS INC
+$102.8K
2,893
+8%
清仓
RUN
SUNRUN INC
-$102.8K
0
-100%
增持
D
DOMINION ENERGY INC
+$101.3K
8,180
+16%
增持
CVX
CHEVRON CORP NEW
+$101.2K
5,941
+4%
减持
EVH
EVOLENT HEALTH INC CLASS A
-$100.9K
13,761
-29%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$100.4K
1,834
+15%
增持
—
MESOBLAST LTD F SPONSORED ADR 1 ADR REPS 10 ORD SHS
+$100.3K
18,279
+3%
减持
—
LAM RESH CORP
+$95.9K
2,691
-1%
减持
TSLA
TESLA INC
+$95.3K
920
-7%
减持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$93.9K
66,782
-4%
增持
HSY
HERSHEY CO
+$82.8K
2,074
+13%
建仓
GAB
GABELLI EQUITY CF
+$82.2K
13,494
增持
AEP
AMERICAN ELEC PWR CO INC
+$74.3K
4,751
+7%
增持
GPC
GENUINE PARTS CO
+$73.8K
2,899
+7%
增持
VZ
VERIZON COMMUNICATIONS I
+$72.7K
22,222
+6%
建仓
RLAY
RELAY THERAPEUTICS INC
+$68.4K
13,101
增持
PEP
PEPSICO INC
+$67.9K
4,374
+6%
减持
APH
AMPHENOL CORP NEW CLASS A
+$67.1K
2,715
-0%
增持
JMST
JPMORGAN ULTRA SHRT MUNCIPL INCM ETF
+$66.0K
9,774
+15%
增持
—
PROSHARES S&P 500 DIV ARISTOCRAT ETF
+$65.9K
19,122
+1%
建仓
AURA
AURA BIOSCIENCES INC
+$65.6K
10,609
减持
COP
CONOCOPHILLIPS
-$65.4K
8,554
-12%
减持
SPYG
SPDR S&P 500 GROWTH ETF
-$65.2K
17,254
-12%
增持
AFL
AFLAC INC
+$64.6K
9,669
+0%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$63.0K
13,323
-17%
减持
ROKU
ROKU INC CLASS A
-$62.9K
2,077
-33%
减持
JPEM
JPMRG DVSFD RETN EMRG MRKS EQY ETF
-$60.3K
4,585
-22%
增持
PWR
QUANTA SVCS INC
+$57.3K
960
+7%
增持
UBER
UBER TECHNOLOGIES INC
+$56.4K
3,063
+17%
增持
NFLX
NETFLIX INC
-$55.2K
575
+3%
减持
TXN
TEXAS INSTRS INC
-$53.3K
1,796
-3%
减持
RTX
RTX CORP
+$53.2K
2,510
-0%
增持
MUNI
PIMCO INTRMEDIATE MUNI BOND ACTV ETF
+$51.6K
9,280
+10%
增持
HD
HOME DEPOT INC
+$51.1K
1,055
+3%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$50.0K
14,684
+11%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$45.7K
7,159
+4%
增持
MS
MORGAN STANLEY
+$45.2K
1,742
+6%
减持
COWZ
PACER US CASH COWS 100 ETF
-$43.6K
20,924
-7%
减持
IQLT
ISHS MSCI INTL QUALITY FACT ETF
-$43.1K
81,563
-3%
增持
VUG
VANGUARD GROWTH ETF
+$42.8K
827
+2%
增持
LLY
ELI LILLY AND CO
+$40.1K
485
+15%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$39.1K
362
+4%
增持
NRG
NRG ENERGY INC
+$38.4K
2,580
+9%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$38.1K
26,244
+1%
减持
ICSH
ISHARES ULTRA SHRT DUR BD ACT ETF
-$38.1K
10,460
-7%
减持
FVD
FIRST TRUST VALUE DIVIDEND INDEX ETF
-$37.4K
8,861
-11%
增持
T
AT&T INC
+$33.2K
28,606
+7%
减持
COGT
COGENT BIOSCIENCES INC
+$32.9K
10,043
-35%
减持
PGR
PROGRESSIVE CORP OH
-$32.3K
1,309
-2%
减持
TJX
TJX COS INC NEW
+$32.3K
1,624
-1%
减持
BP
BP P L C F SPONSORED ADR 1 ADR REPS 6 ORD SHS
-$32.0K
9,348
-21%
