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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 31
增持 64
减持 26
清仓 29
方向
标的
Δ市值
现股数(环比)
建仓
DIVZ
POLEN DIVIDEND INCOME ETF
+$159.2M
4,276,008
清仓
—
OPAL DIVIDEND INCOME ETF
-$141.1M
0
-100%
增持
PFDE
RBB FD TR PATHFINDER DISCIPLINED US EQUITY ETF
+$94.5M
4,179,577
+2588%
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
PFOE
PATHFINDER FOCUSED OPPORTUNITIES ETF
+$88.4M
4,167,305
+2125%
减持
VTV
VANGUARD VALUE INDEX FUND ETF SHARES
-$67.3M
13,471
-96%
减持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$52.4M
1,409,193
-29%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$46.6M
3,156
-99%
增持
SPHY
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
+$43.8M
2,196,449
+603%
减持
VGSH
VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES
-$28.9M
432,542
-53%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES
+$28.1M
688,532
+114%
减持
CLIP
GLOBAL X 1-3 MONTH T-BILL ETF
-$20.1M
102,092
-66%
清仓
VGLT
VANGUARD LONG-TERM TREAS INDEX FD ETF SHS
-$20.1M
0
-100%
清仓
BSCR
INVSC BULLETSHR 2027 CRP BND ETF IV
-$19.9M
0
-100%
建仓
DFCF
DIMENSIONAL CORE FIXED INCOME ETF
+$19.4M
459,894
增持
IDVZ
POLEN INTERNATIONAL DIVIDEND INCOME ETF
+$19.4M
4,045,910
+10%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$16.0M
1,790,366
+10%
增持
VCSH
VANGUARD SHORT TERM COR BD ETF
+$8.4M
260,813
+70%
建仓
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
+$7.8M
160,304
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$7.8M
885,746
+10%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES
+$5.7M
737,423
+11%
建仓
VUSB
VANGUARD ULTRA-SHORT BOND ETF SHARES
+$5.7M
113,737
清仓
BSCQ
INVSC BULLETSHA 2026 CRP BND ETF IV
-$5.5M
0
-100%
清仓
—
PROSHARES TR II ULTRA VIX SHORT TERM FUTURES ETF
-$5.3M
0
-100%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$4.0M
450,878
+13%
清仓
BSJQ
INVSC BULLTSH 2026 HG YLD CRP BD ETF
-$3.9M
0
-100%
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$2.8M
54,465
增持
—
EXXON MOBIL CORP
+$1.8M
19,933
+51%
增持
MSFT
MICROSOFT CORP
-$1.6M
14,691
+1%
增持
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
+$1.5M
4,349
+403%
减持
ESUM
EVENTIDE US MARKET ETF
-$1.4M
33,224
-61%
增持
JAAA
JANUS HENDERSON AAA CLO ETF
+$1.3M
571,207
+5%
增持
WMT
WALMART INC
+$1.3M
37,551
+25%
增持
UTWO
F/M US TREASURY 2 YEAR NOTE ETF
+$1.2M
185,038
+16%
增持
CVX
CHEVRON CORP NEW
+$1.0M
9,610
+54%
清仓
C
CITIGROUP INC
-$1.0M
0
-100%
增持
OBIL
F/M US TREASURY 12 MONTH BILL ETF
+$936.8K
240,798
+9%
建仓
VLO
VALERO ENERGY CORP NEW
+$920.8K
3,727
减持
ROAD
CONSTRUCTION PARTNERS IN CLASS A
-$880.1K
19,757
-30%
建仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$787.5K
30,712
清仓
—
ACCENTURE PLC IRELAND F CLASS CLASS A
-$746.4K
0
-100%
清仓
NVO
NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS
-$733.3K
0
-100%
增持
AESI
ATLAS ENERGY SOLUTIONS I
+$726.1K
95,844
+70%
建仓
DVN
DEVON ENERGY CORP NEW
+$714.1K
14,191
减持
AMZN
AMAZON.COM INC
-$679.0K
11,606
-13%
建仓
SCHD
SCHWAB U.S. DIVIDEND EQUITY ETF
+$595.1K
19,397
清仓
NRG
NRG ENERGY INC
-$556.0K
0
-100%
清仓
—
CRH PUBLIC LIMITED CO F
-$539.9K
0
-100%
建仓
ATO
ATMOS ENERGY CORP
+$519.4K
2,812
清仓
—
BROOKFIELD INFRASTRU F CLASS A
-$510.4K
0
-100%
清仓
—
LAM RESH CORP
-$507.4K
0
-100%
增持
COP
CONOCOPHILLIPS
+$484.9K
10,996
+6%
增持
AAPL
APPLE INC
-$450.5K
27,933
+1%
减持
GS
GOLDMAN SACHS GROUP INC
-$425.1K
1,588
-21%
建仓
LEN
LENNAR CORP CLASS A
+$424.2K
4,885
增持
QQQ
INVESCO QQQ TR
+$403.0K
20,552
+10%
减持
IVV
ISHARES CORE S&P 500 ETF
-$386.9K
8,019
-2%
清仓
GPC
GENUINE PARTS CO
-$383.2K
0
-100%
增持
HD
HOME DEPOT INC
+$371.3K
2,268
+108%
建仓
GLD
SPDR GOLD SHARES
+$368.3K
856
增持
UPS
UNITED PARCEL SVC INC CLASS CLASS B
+$352.4K
9,270
+64%
减持
ENB
ENBRIDGE INC F
-$349.4K
10,383
-46%
建仓
ESSC
EVENTIDE SMALL CAP ETF
+$345.1K
13,190
减持
DELL
DELL TECHNOLOGIES INC CLASS CLASS C
-$344.7K
1,308
-82%
增持
UNH
UNITEDHEALTH GROUP INC
+$340.5K
3,201
+101%
减持
VOO
VANGUARD S&P 500 ETF
-$333.9K
7,038
-3%
清仓
—
MESOBLAST LTD F SPONSORED ADR 1 ADR REPS 10 ORD SHS
-$329.8K
0
-100%
减持
TPHD
TIMOTHY PLAN HIGH DIVIDEND STOCK ETF
-$327.0K
9,593
-49%
减持
NVDA
NVIDIA CORP
-$325.9K
23,088
-1%
清仓
—
STRATEGY SHS EVENTIDE SMALL CAP ETF
-$321.4K
0
-100%
增持
ORCL
ORACLE CORP
-$320.4K
8,952
+7%
建仓
—
EATON CORP PLC F
+$310.5K
868
增持
NFLX
NETFLIX INC
+$310.2K
17,561
+19%
增持
NEE
NEXTERA ENERGY INC
+$309.3K
13,614
+14%
增持
JNJ
JOHNSON & JOHNSON
+$305.1K
5,063
+12%
增持
GOOGL
ALPHABET INC CLASS CLASS A
-$291.6K
13,106
+1%
清仓
—
BLACKROCK INC NEW
-$276.7K
0
-100%
清仓
TPIF
TIMOTHY PLAN INTERNATIONAL ETF
-$276.6K
0
-100%
清仓
IBIT
ISHARES BITCOIN ETF
-$276.3K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS I
+$273.8K
25,608
+3%
建仓
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$261.8K
4,960
清仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$259.4K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$258.6K
813
建仓
—
SPOTIFY TECHNOLOGY S A F
+$257.5K
531
增持
PEP
PEPSICO INC
+$257.3K
5,946
+28%
增持
HSY
HERSHEY CO
+$257.2K
3,336
+39%
建仓
SCHW
CHARLES SCHWAB CORP
+$251.4K
2,675
建仓
COST
COSTCO WHSL CORP NEW
+$250.7K
252
增持
LNG
CHENIERE ENERGY INC
+$247.2K
2,761
+0%
减持
META
META PLATFORMS INC CLASS CLASS A
-$241.9K
2,592
-1%
增持
DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF
+$239.4K
83,571
+7%
增持
PM
PHILIP MORRIS INTL INC
+$237.4K
9,084
+15%
建仓
DE
DEERE & CO
+$235.2K
418
清仓
—
NEKTAR THERAPEUTICS
-$229.6K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$229.2K
0
-100%
建仓
QXO
QXO INC
+$228.9K
11,787
建仓
—
LINDE PLC F
+$228.8K
461
清仓
ROKU
ROKU INC CLASS A
-$225.3K
0
-100%
建仓
CLH
CLEAN HBRS INC
+$224.5K
783
减持
AMAT
APPLIED MATLS INC
+$222.4K
2,637
-0%
清仓
QCOM
QUALCOMM INC
-$220.3K
0
-100%
建仓
T
AT&T INC
+$213.0K
7,348
建仓
DNTH
DIANTHUS THERAPEUTICS IN
+$210.9K
2,513
建仓
KO
THE COCA-COLA CO
+$209.0K
2,748
增持
TXN
TEXAS INSTRS INC
+$207.6K
2,712
+47%
建仓
TMO
THERMO FISHER SCIENTIFIC
+$205.5K
418
建仓
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$204.8K
3,280
建仓
CMI
CUMMINS INC
+$204.6K
380
清仓
RSP
INVSC S P 500 EQUAL WEIGHT ETF
-$204.5K
0
-100%
清仓
TMDX
TRANSMEDICS GROUP INC
-$204.0K
0
-100%
清仓
BP
BP P L C F SPONSORED ADR 1 ADR REPS 6 ORD SHS
-$203.8K
0
-100%
增持
GOOG
ALPHABET INC CLASS CLASS C
-$192.3K
8,299
+1%
增持
PLTR
PALANTIR TECHNOLOGIES IN CLASS CLASS A
-$192.0K
6,158
+0%
增持
MS
MORGAN STANLEY
+$191.4K
3,090
+73%
建仓
NU
NU HLDGS LTD F CLASS CLASS A
+$186.3K
12,963
减持
WDAY
WORKDAY INC CLASS A
-$185.1K
1,852
-7%
清仓
UNVGY
UNIVERSAL MUSIC GROUP F UNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$182.3K
0
-100%
增持
MCD
MCDONALDS CORP
+$165.3K
1,876
+37%
减持
AMGN
AMGEN INC
-$161.1K
663
-45%
增持
MA
MASTERCARD INC CLASS CLASS A
+$157.9K
1,227
+54%
增持
V
VISA INC CLASS CLASS A
-$155.7K
6,272
+7%
减持
SPY
STATE STREET SPDR S&P 500 ETF TRUST
-$155.3K
1,776
-8%
增持
TSM
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
+$145.2K
3,692
+2%
增持
PWR
QUANTA SVCS INC
+$136.4K
940
+4%
减持
CAT
CATERPILLAR INC
+$135.5K
1,390
-6%
增持
CME
CME GROUP INC CLASS CLASS A
+$135.0K
3,364
+7%
增持
MCK
MCKESSON CORP
+$123.5K
873
+13%
增持
VWO
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES
+$123.0K
11,014
+25%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$121.2K
67,106
-3%
清仓
NPKI
NPK INTERNTNL INC
-$120.0K
0
-100%
建仓
BBNX
BETA BIONICS INC
+$119.3K
11,906
增持
JPM
JPMORGAN CHASE & CO
-$118.8K
4,744
+1%
增持
MPLX
MPLX LP LP
+$117.7K
18,037
+6%
增持
AVGO
BROADCOM INC
-$109.2K
7,465
+7%
增持
PSX
PHILLIPS 66
+$108.7K
1,995
+1%
增持
KMI
KINDER MORGAN INC DEL
+$107.0K
15,561
+3%
增持
INTU
INTUIT
+$105.2K
925
+108%
增持
RTX
RTX CORP
+$101.8K
2,995
+15%
增持
PCHI
POLEN HIGH INCOME ETF
-$99.5K
564,598
+2%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$96.1K
5,730
+20%
增持
ESLG
EVENTIDE LARGE CAP GROWTH ETF
+$94.4K
33,731
+21%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$92.0K
5,733
-21%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
+$88.0K
8,497
+8%
增持
AEP
AMERICAN ELEC PWR CO INC
+$88.0K
5,044
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$86.7K
692
+1%
增持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$83.9K
20,633
+9%
减持
PG
PROCTER & GAMBLE CO
-$83.3K
7,258
-8%
增持
TSLA
TESLA INC
-$80.8K
1,382
+5%
增持
MELI
MERCADOLIBRE INC
+$78.5K
219
+47%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$77.0K
2,459
-14%
减持
VOT
VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES
-$75.7K
1,381
-11%
