EW
Expressive Wealth LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$1.0亿
申报季度: 2026-03-31 · 持股只数: 130
Expressive Wealth LLC在最新一期 13F 报告中披露了 130 项持股，申报期为 2026-03-31，总持股市值约为 US$1.0亿，季度换手率为 51.5%。
机构性格雪花图
- 集中度
- 6.56
- 持仓稳定性
- 51.5
- 动能／逆势
- 100
- 行业集中度
- 52.83
- 多样化
- 100
- 仓位均衡度
- 89.32
近期动向
减仓 CGGR
-23.0% -US$83.2万
减仓 IWL
-73.2% -US$75.0万
加仓 CGDV
+22.8% US$130.6万
减仓 JPM
-36.4% -US$56.9万
加仓 POWL
+200.0% US$58.9万
加仓 EEM
+14.9% US$70.4万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-避险与商品 | 5.03% | +0.25% | +9.59% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-其他 | 4.96% | +0.76% | +22.81% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-其他 | 3.10% | -1.31% | -23.02% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.83% | +0.39% | +15.33% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.74% | — | +0.69% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 2.49% | +0.16% | +10.90% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.49% | — | +1.86% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.48% | — | -0.71% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.28% | +0.46% | +14.93% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.17% | — | -10.64% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 2.14% | — | +5.29% | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 2.11% | — | -2.60% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | — | +7.86% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.90% | — | -0.33% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.77% | — | +12.29% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.76% | +0.23% | +2.39% | |
| 17 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型股与成长 | 1.75% | — | +6.88% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.59% | — | -8.96% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.13% | — | -2.02% | |
| 20 | CAT | Caterpillar INC | 股票-工业 | 1.00% | +0.32% | +3.18% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.98% | — | +0.64% | |
| 22 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.98% | — | +54.99% | |
| 23 | WLTG | Wealthtrust Dbs Lng Trm Grw | ETF-其他 | 0.95% | — | -15.77% | |
| 24 | AMAT | Applied Materials INC | 股票-科技 | 0.93% | — | -2.02% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.93% | — | -1.69% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.89% | -0.73% | -36.40% | |
| 27 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.89% | +0.46% | +110.62% | |
| 28 | POWL | Powell Industries INC | 股票-工业 | 0.84% | +0.52% | +200.00% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.83% | — | +10.65% | |
| 30 | NEM | Newmont CORP | 股票-原材料 | 0.83% | — | +6.88% | |
| 31 | CSCO | Cisco Systems INC | 股票-科技 | 0.82% | — | +17.22% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.78% | — | +18.63% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.76% | — | +297.09% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.74% | — | -1.81% | |
| 35 | WMT | Walmart INC | 股票-非周期性消费 | 0.74% | — | -1.44% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | — | +17.12% | |
| 37 | GEV | GE Vernova INC | 股票-工业 | 0.72% | — | +6.96% | |
| 38 | HEI | Heico CORP | 股票-工业 | 0.71% | +0.34% | +135.79% | |
| 39 | CLS | Celestica INC | 股票-科技 | 0.70% | — | — | |
| 40 | CME | Cme Group INC | 股票-金融 | 0.70% | +0.70% | NEW | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.68% | — | +1.26% | |
| 42 | GD | General Dynamics CORP | 股票-工业 | 0.68% | — | +14.02% | |
| 43 | MA | Mastercard INC - A | 股票-金融 | 0.65% | — | +2.30% | |
| 44 | DAL | Delta Air Lines INC | 股票-工业 | 0.64% | +0.64% | NEW | |
| 45 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.62% | — | -10.88% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.61% | — | -1.26% | |
| 47 | TEL | TE Connectivity plc | 股票-科技 | 0.60% | +0.60% | NEW | |
| 48 | MFC | Manulife Financial CORP | 股票-金融 | 0.59% | — | -17.83% | |
| 49 | STN | Stantec INC | 股票-其他 | 0.59% | +0.59% | NEW | |
| 50 | EXEL | Exelixis INC | 股票-医疗保健 | 0.58% | +0.58% | NEW |
1–50 of 130
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Expressive Wealth LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Cme Group INC (CME); 新建仓: Delta Air Lines INC (DAL); 清仓: General Motors Co (GM); 清仓: Shopify INC - Class A (SHOP); 清仓: Cardinal Health INC (CAH).
FAQ
Expressive Wealth LLC 是什么机构？属于哪种投资人类型？
Expressive Wealth LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.0亿，分布在 130 个已申报仓位之中。
Expressive Wealth LLC 目前前几大持股有哪些？
根据最新 13F 申报，Expressive Wealth LLC 按市值排列的前几大持股为：
1. Spdr Gold Shares (GLD) — US$527.4万 (5.0%)
2. Cap Group Dividend Value (CGDV) — US$519.9万 (5.0%)
3. Cap Group Growth Equity (CGGR) — US$324.9万 (3.1%)
4. Schwab Intl Equity ETF (SCHF) — US$297.4万 (2.8%)
5. Nvidia CORP (NVDA) — US$287.8万 (2.7%)
Expressive Wealth LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Expressive Wealth LLC 共进行了 50 项显著调整：新建仓 23 个仓位、加仓 10 个既有持股、减仓 3 个仓位，并完全清仓 14 个持股。 其中幅度最大的异动：新建仓: Cme Group INC (CME); 新建仓: Delta Air Lines INC (DAL); 清仓: General Motors Co (GM); 清仓: Shopify INC - Class A (SHOP); 清仓: Cardinal Health INC (CAH)
Expressive Wealth LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Expressive Wealth LLC 的主要板块分布如下：
• Information Technology: 31.6%
• Industrials: 16.8%
• Health Care: 13.2%
• Financials: 12.5%
• Communication Services: 8.6%
• Consumer Discretionary: 6.2%