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Saxony Capital Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Saxony Capital Management, LLC
报告期 2026-03-31 · CIK 0001561330
持仓数
161
前50大市值合计
$127.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 134 项
建仓 26
增持 45
减持 46
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$2.5M
71,579
+98%
建仓
IJK
ISHARES TR
+$1.8M
20,671
增持
QQQ
INVESCO QQQ TR
+$1.7M
8,462
+62%
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。
建仓
SPYG
SPDR SER TR
+$1.7M
21,607
建仓
IVW
ISHARES TR
+$1.7M
18,217
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.4M
2,677
减持
DFAI
DIMENSIONAL ETF TRUST
-$1.4M
62,483
-41%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
2,450
-47%
减持
HYG
ISHARES TR
-$1.0M
19,354
-40%
增持
NVDA
NVIDIA CORPORATION
+$985.2K
35,797
+841%
减持
DFCF
DIMENSIONAL ETF TRUST
-$944.7K
36,401
-38%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$842.5K
6,763
-57%
减持
LQD
ISHARES TR
-$819.8K
16,482
-31%
减持
DFAE
DIMENSIONAL ETF TRUST
-$811.7K
59,555
-37%
增持
VOO
VANGUARD INDEX FDS
+$732.9K
5,672
+30%
减持
ACWI
ISHARES TR
-$729.4K
23,675
-23%
增持
SCHG
SCHWAB STRATEGIC TR
+$680.5K
19,032
+42%
减持
COWZ
PACER FDS TR
-$658.5K
19,206
-35%
减持
IJR
ISHARES TR
-$627.7K
4,724
-54%
清仓
SCHX
SCHWAB STRATEGIC TR
-$605.0K
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$596.7K
15,839
减持
AAPL
APPLE INC
+$575.8K
15,095
-1%
建仓
IDU
ISHARES TR
+$565.5K
6,435
建仓
CGSD
CAPITAL GRP FIXED INCM ETF T
+$562.8K
22,147
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$540.8K
10,715
清仓
SCHD
SCHWAB STRATEGIC TR
-$527.8K
0
-100%
减持
REZ
ISHARES TR
-$507.1K
4,972
-60%
增持
LLY
ELI LILLY & CO
+$501.4K
2,121
+16%
建仓
VDC
VANGUARD WORLD FD
+$483.2K
2,380
减持
EMB
ISHARES TR
-$469.1K
23,480
-17%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$455.1K
9,823
增持
DFIP
DIMENSIONAL ETF TRUST
+$408.0K
67,880
+18%
建仓
EHLS
TIDAL TR II
+$379.5K
18,836
清仓
EFA
ISHARES TR
-$361.8K
0
-100%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$351.0K
43,251
-37%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$346.8K
2,022
建仓
WMT
WALMART INC
+$330.4K
4,879
减持
CALF
PACER FDS TR
-$329.5K
5,658
-52%
减持
IWR
ISHARES TR
-$309.0K
10,364
-24%
建仓
FCOM
FIDELITY COVINGTON TRUST
+$288.7K
5,528
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$276.8K
2,688
建仓
DVN
DEVON ENERGY CORP NEW
+$273.5K
5,770
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$260.6K
10,122
增持
AMZN
AMAZON COM INC
+$247.9K
7,907
+11%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$245.1K
9,128
清仓
SCHM
SCHWAB STRATEGIC TR
-$243.9K
0
-100%
建仓
SPHY
SPDR SER TR
+$243.5K
10,483
建仓
HEFA
ISHARES TR
+$242.7K
6,826
建仓
JPM
JPMORGAN CHASE & CO.
+$242.2K
1,197
建仓
IAK
ISHARES TR
+$241.8K
2,141
清仓
INTC
INTEL CORP
-$238.3K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$237.6K
0
-100%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$231.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$229.9K
0
-100%
清仓
VIOV
VANGUARD ADMIRAL FDS INC
-$226.2K
0
-100%
清仓
BA
BOEING CO
-$225.0K
0
-100%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$219.4K
7,882
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$212.7K
8,237
清仓
DKNG
DRAFTKINGS INC NEW
-$212.6K
0
-100%
清仓
MCD
MCDONALDS CORP
-$211.1K
0
-100%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$211.1K
0
-100%
建仓
IYW
ISHARES TR
+$210.2K
1,397
清仓
FALN
ISHARES TR
-$206.2K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$203.9K
0
-100%
建仓
AMGN
AMGEN INC
+$201.8K
646
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$200.0K
6,593
-46%
增持
AVGO
BROADCOM INC
+$196.6K
647
+2%
清仓
FSK
FS KKR CAP CORP
-$192.5K
0
-100%
减持
DIS
DISNEY WALT CO
-$186.3K
3,886
-17%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$171.1K
13,610
+31%
增持
XLE
SELECT SECTOR SPDR TR
+$168.7K
4,691
+71%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$159.7K
1,488
-38%
增持
CINF
CINCINNATI FINL CORP
+$138.0K
5,509
+33%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$134.8K
1,551
-15%
增持
GOOG
ALPHABET INC
+$130.9K
2,775
+12%
增持
META
META PLATFORMS INC
+$125.1K
1,362
+18%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$123.9K
8,035
+35%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$113.8K
14,021
+29%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$107.3K
1,553
-29%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$105.5K
10,403
+42%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$83.1K
46,473
+29%
减持
TLT
ISHARES TR
-$77.8K
2,793
-21%
增持
SGOL
ETFS GOLD TR
+$73.2K
13,492
+26%
减持
PANW
PALO ALTO NETWORKS INC
+$71.1K
1,788
-5%
减持
ROKU
ROKU INC
-$69.4K
4,634
-13%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$66.9K
9,914
-10%
减持
MSFT
MICROSOFT CORP
+$63.6K
4,247
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$62.2K
5,203
+10%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$61.5K
5,600
-12%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$59.6K
2,942
-18%
增持
GOOGL
ALPHABET INC
+$56.6K
1,664
+2%
减持
HD
HOME DEPOT INC
-$55.7K
1,075
-3%
增持
MPC
MARATHON PETE CORP
-$54.9K
2,500
+3%
增持
COP
CONOCOPHILLIPS
-$54.9K
4,284
+0%
增持
FFBC
FIRST FINL BANCORP OH
+$54.4K
18,802
+16%
增持
NOW
SERVICENOW INC
+$48.1K
570
+9%
减持
TSLA
TESLA INC
-$40.1K
5,036
-15%
增持
—
DORIAN LPG LTD
+$38.6K
6,028
+8%
增持
—
ACCENTURE PLC IRELAND
-$36.9K
1,231
+4%
减持
MERC
MERCER INTL INC
-$34.4K
13,800
-10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$34.2K
2,531
+21%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$31.9K
3,012
-9%
增持
—
EXXON MOBIL CORP
+$28.6K
2,435
+12%
减持
GLD
SPDR GOLD TR
+$28.1K
3,264
-0%
增持
ET
ENERGY TRANSFER L P
+$27.8K
17,507
+8%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$27.4K
5,619
+13%
减持
ABBV
ABBVIE INC
-$25.7K
2,396
-0%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$25.0K
21,888
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$24.8K
3,170
+5%
增持
AXP
AMERICAN EXPRESS CO
+$23.2K
1,006
+9%
减持
—
MEDTRONIC PLC
-$22.7K
2,581
-0%
增持
JNJ
JOHNSON & JOHNSON
-$22.4K
1,886
+0%
增持
—
ADC THERAPEUTICS SA
-$22.3K
22,238
+8%
减持
IRM
IRON MTN INC DEL
+$21.5K
2,576
-1%
增持
XFOFX
COHEN & STEERS CLOSED-END OP
+$21.2K
25,493
+5%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$21.0K
5,507
-6%
增持
NUV
NUVEEN MUN VALUE FD INC
+$20.6K
14,250
+21%
增持
VTV
VANGUARD INDEX FDS
+$18.4K
2,249
+7%
增持
CVX
CHEVRON CORP NEW
+$17.9K
4,175
+4%
减持
SO
SOUTHERN CO
+$16.9K
3,222
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$16.9K
530
+4%
减持
CHW
CALAMOS GBL DYN INCOME FUND
+$13.4K
75,500
-3%
减持
NEE
NEXTERA ENERGY INC
+$10.3K
5,153
-7%
减持
HON
HONEYWELL INTL INC
+$10.0K
1,228
-0%
增持
CI
THE CIGNA GROUP
-$9.2K
638
+5%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$9.0K
11,096
-17%
减持
T
AT&T INC
+$7.6K
18,392
-6%
减持
—
BRAINSTORM CELL THERAPEUTICS
-$7.4K
12,950
-38%
减持
VYM
VANGUARD WHITEHALL FDS
-$7.0K
2,891
-0%
增持
UBER
UBER TECHNOLOGIES INC
-$6.1K
3,200
+3%
清仓
—
SYNAPTOGENIX INC
-$3.8K
0
-100%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$2.4K
10,512
+1%
减持
PG
PROCTER AND GAMBLE CO
-$1.5K
6,016
-2%
增持
SHYG
ISHARES TR
-$1.0K
6,109
+0%
