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 |
|---|---|---|---|---|---|---|---|
| ETF Opportunities Trust26923N801 | WEALTHTRUST DBS | 31,382 | $109.3 萬 | 1.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,977 | $130.5 萬 | 1.4% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,411 | $131.7 萬 | 1.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,528 | $141.7 萬 | 1.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,662 | $150.2 萬 | 1.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,673 | $154.0 萬 | 1.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 5,761 | $156.6 萬 | 1.7% | – | – | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 7,912 | $162.1 萬 | 1.7% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 30,808 | $168.6 萬 | 1.8% | – | – | – |
| AVGOBroadcom Inc. | Stock | 5,351 | $185.2 萬 | 2.0% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,725 | $185.8 萬 | 2.0% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 25,933 | $214.8 萬 | 2.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 17,526 | $216.0 萬 | 2.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,324 | $220.2 萬 | 2.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 94,198 | $226.5 萬 | 2.4% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,761 | $226.9 萬 | 2.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,695 | $227.0 萬 | 2.5% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 29,423 | $246.0 萬 | 2.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 13,752 | $256.5 萬 | 2.8% | – | – | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 89,216 | $389.3 萬 | 4.2% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 91,765 | $408.1 萬 | 4.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 11,167 | $442.6 萬 | 4.8% | – | – | 歷史 |