Expressive Wealth LLC
- SEC CIK
- 0002026980
- 最新申報
- 2026/8/11
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/9 申報。只含多頭部位。
- 持股檔數
- 122
- 2025 年第 3 季沒有申報
- 總值
- $9,262 萬
- 2025 年第 3 季沒有申報
Expressive Wealth LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 11,167 | $442.6 萬 | 4.8% | – | – | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 91,765 | $408.1 萬 | 4.4% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 89,216 | $389.3 萬 | 4.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 13,752 | $256.5 萬 | 2.8% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 29,423 | $246.0 萬 | 2.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,695 | $227.0 萬 | 2.5% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,761 | $226.9 萬 | 2.4% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 94,198 | $226.5 萬 | 2.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,324 | $220.2 萬 | 2.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 17,526 | $216.0 萬 | 2.3% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 25,933 | $214.8 萬 | 2.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,725 | $185.8 萬 | 2.0% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,351 | $185.2 萬 | 2.0% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 30,808 | $168.6 萬 | 1.8% | – | – | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 7,912 | $162.1 萬 | 1.7% | – | – | – |
| AAPLApple Inc. | Stock | 5,761 | $156.6 萬 | 1.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,673 | $154.0 萬 | 1.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,662 | $150.2 萬 | 1.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,528 | $141.7 萬 | 1.5% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,411 | $131.7 萬 | 1.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,977 | $130.5 萬 | 1.4% | – | – | 歷史 |
| ETF Opportunities Trust26923N801 | WEALTHTRUST DBS | 31,382 | $109.3 萬 | 1.2% | – | – | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 6,155 | $105.0 萬 | 1.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 4,545 | $94.1 萬 | 1.0% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,650 | $78.1 萬 | 0.8% | – | – | – |
| MAMastercard Inc | Stock | 1,349 | $77.0 萬 | 0.8% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 5,426 | $73.3 萬 | 0.8% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 671 | $72.1 萬 | 0.8% | – | – | 歷史 |
| NEMNEWMONT Corp | Stock | 7,090 | $70.8 萬 | 0.8% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,136 | $69.8 萬 | 0.8% | – | – | – |
| MFCManulife Financial Corp | COM | 18,861 | $68.4 萬 | 0.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 6,023 | $67.1 萬 | 0.7% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 8,130 | $66.1 萬 | 0.7% | – | – | 歷史 |
| CMICummins Inc | Stock | 1,289 | $65.8 萬 | 0.7% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 3,323 | $64.8 萬 | 0.7% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 8,131 | $64.6 萬 | 0.7% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 3,995 | $64.3 萬 | 0.7% | – | – | 歷史 |
| APPAppLovin Corp | COM CL A | 952 | $64.1 萬 | 0.7% | – | – | 歷史 |
| CAHCardinal Health Inc | Stock | 3,118 | $64.1 萬 | 0.7% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,101 | $63.1 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,992 | $62.5 萬 | 0.7% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,993 | $61.6 萬 | 0.7% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 3,580 | $61.2 萬 | 0.7% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 917 | $60.7 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 7,546 | $60.5 萬 | 0.7% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 1,798 | $60.5 萬 | 0.7% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 2,332 | $59.9 萬 | 0.6% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 4,323 | $59.6 萬 | 0.6% | – | – | 歷史 |
| BKRBaker Hughes Co | CL A | 12,506 | $57.0 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,605 | $56.3 萬 | 0.6% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 1,733 | $53.4 萬 | 0.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 614 | $52.9 萬 | 0.6% | – | – | 歷史 |
| CLSCelestica Inc | Stock | 1,784 | $52.7 萬 | 0.6% | – | – | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 5,878 | $52.6 萬 | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,363 | $52.5 萬 | 0.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,949 | $52.1 萬 | 0.6% | – | – | 歷史 |
| FLEXFlex Ltd. | Stock | 8,041 | $48.6 萬 | 0.5% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 2,325 | $48.4 萬 | 0.5% | – | – | 歷史 |
| RFRegions Financial Corp | COM | 17,534 | $47.5 萬 | 0.5% | – | – | 歷史 |
| CASYCaseys General Stores Inc | COM | 855 | $47.3 萬 | 0.5% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 5,039 | $47.2 萬 | 0.5% | – | – | 歷史 |
| DLTRDollar Tree, Inc. | COM | 3,837 | $47.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,494 | $47.0 萬 | 0.5% | – | – | – |
| EFSIEagle Financial Services Inc | COM | 11,799 | $47.0 萬 | 0.5% | – | – | 歷史 |
| RLRalph Lauren Corp | CL A | 1,319 | $46.6 萬 | 0.5% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 516 | $45.4 萬 | 0.5% | – | – | 歷史 |
| NDAQNasdaq, Inc. | COM | 4,495 | $43.7 萬 | 0.5% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,418 | $42.8 萬 | 0.5% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 513 | $42.1 萬 | 0.5% | – | – | 歷史 |
| COPConocoPhillips | Stock | 4,468 | $41.8 萬 | 0.5% | – | – | 歷史 |
| NINisource Inc. | COM | 9,984 | $41.7 萬 | 0.5% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 3,058 | $41.5 萬 | 0.4% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 632 | $41.3 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,792 | $40.9 萬 | 0.4% | – | – | 歷史 |
| TPRTapestry, Inc. | COM | 3,189 | $40.7 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,326 | $40.5 萬 | 0.4% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,249 | $39.9 萬 | 0.4% | – | – | 歷史 |
| METMetlife Inc | Stock | 5,034 | $39.7 萬 | 0.4% | – | – | 歷史 |
| CWCurtiss Wright Corp | Stock | 711 | $39.2 萬 | 0.4% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,331 | $38.6 萬 | 0.4% | – | – | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 2,764 | $38.0 萬 | 0.4% | – | – | 歷史 |
| JBLJabil Inc | Stock | 1,660 | $37.9 萬 | 0.4% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 2,036 | $37.8 萬 | 0.4% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,049 | $37.7 萬 | 0.4% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 2,338 | $37.7 萬 | 0.4% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 4,425 | $36.7 萬 | 0.4% | – | – | 歷史 |
| NTRSNorthern Trust Corp | COM | 2,670 | $36.5 萬 | 0.4% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 1,477 | $35.8 萬 | 0.4% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,669 | $35.7 萬 | 0.4% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,708 | $35.7 萬 | 0.4% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,204 | $35.6 萬 | 0.4% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 6,104 | $35.2 萬 | 0.4% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,105 | $34.4 萬 | 0.4% | – | – | 歷史 |
| HEIHeico Corp | COM | 1,059 | $34.3 萬 | 0.4% | – | – | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 2,012 | $34.1 萬 | 0.4% | – | – | 歷史 |
| CRHCRH Public Ltd Co | ORD | 2,707 | $33.8 萬 | 0.4% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 2,500 | $33.2 萬 | 0.4% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 1,837 | $32.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 3,007 | $31.8 萬 | 0.3% | – | – | – |
| CMCanadian Imperial Bank of Commerce | COM | 3,360 | $30.4 萬 | 0.3% | – | – | 歷史 |