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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 129 项
建仓 20
增持 49
减持 52
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
SCHX
SCHWAB STRATEGIC TR
+$2.0M
28,865
清仓
SCHG
SCHWAB STRATEGIC TR
-$1.9M
0
-100%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$1.9M
95,226
+330%
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
CGCB
CAPITAL GRP FIXED INCM ETF T
+$1.8M
73,796
+796%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.7M
44,632
+317%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.7M
44,871
+357%
增持
SPYG
SPDR SER TR
+$1.2M
35,798
+66%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$817.7K
27,120
建仓
XLF
SELECT SECTOR SPDR TR
+$669.1K
14,764
建仓
XLU
SELECT SECTOR SPDR TR
+$649.5K
8,040
建仓
EFA
ISHARES TR
+$634.3K
7,585
建仓
FPF
FIRST TR INTER DURATN PFD &
+$626.9K
32,101
建仓
VTI
VANGUARD INDEX FDS
+$605.4K
2,138
增持
BND
VANGUARD BD INDEX FDS
+$519.4K
75,578
+6%
增持
VOO
VANGUARD INDEX FDS
+$440.5K
6,211
+10%
增持
IJK
ISHARES TR
+$419.7K
24,377
+18%
增持
IVW
ISHARES TR
+$398.2K
21,765
+19%
增持
—
EXXON MOBIL CORP
+$392.4K
5,739
+136%
增持
QQQ
INVESCO QQQ TR
+$379.3K
9,084
+7%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$346.8K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$338.3K
33,630
-6%
增持
ACWI
ISHARES TR
+$320.3K
24,939
+5%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$307.9K
1,024
-34%
清仓
FCOM
FIDELITY COVINGTON TRUST
-$288.7K
0
-100%
建仓
AOA
ISHARES TR
+$279.6K
3,543
减持
IDU
ISHARES TR
-$272.1K
2,876
-55%
清仓
DJD
INVESCO EXCHANGE TRADED FD T
-$266.0K
0
-100%
建仓
LOW
LOWES COS INC
+$258.4K
954
增持
IAK
ISHARES TR
+$252.6K
3,831
+79%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$249.1K
17,148
+26%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$244.5K
0
-100%
建仓
MCD
MCDONALDS CORP
+$243.2K
799
建仓
GS
GOLDMAN SACHS GROUP INC
+$235.7K
476
清仓
UBER
UBER TECHNOLOGIES INC
-$232.6K
0
-100%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$229.8K
6,316
建仓
—
TRANE TECHNOLOGIES PLC
+$229.4K
590
增持
SPHY
SPDR SER TR
+$221.8K
19,349
+85%
建仓
KO
COCA COLA CO
+$219.5K
3,054
清仓
CI
THE CIGNA GROUP
-$210.8K
0
-100%
建仓
FALN
ISHARES TR
+$208.4K
7,622
建仓
—
ASTRAZENECA PLC
+$206.3K
2,648
建仓
IYF
ISHARES TR
+$204.1K
1,964
建仓
GILD
GILEAD SCIENCES INC
+$203.4K
2,426
建仓
MOAT
VANECK ETF TRUST
+$202.3K
2,087
减持
AAPL
APPLE INC
+$184.4K
14,436
-4%
增持
VUG
VANGUARD INDEX FDS
+$176.0K
1,077
+70%
减持
MSFT
MICROSOFT CORP
-$175.0K
4,005
-6%
增持
DFAE
DIMENSIONAL ETF TRUST
+$151.2K
61,724
+4%
增持
LQD
ISHARES TR
+$144.0K
16,901
+3%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$139.0K
13,986
+53%
增持
EMB
ISHARES TR
+$135.2K
23,645
+1%
减持
TSLA
TESLA INC
+$132.4K
4,315
-14%
减持
DIS
DISNEY WALT CO
-$131.1K
2,649
-32%
增持
AMD
ADVANCED MICRO DEVICES INC
+$122.5K
3,249
+28%
减持
HYG
ISHARES TR
-$121.4K
17,080
-12%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$121.4K
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$113.5K
37,639
+3%
减持
DFAI
DIMENSIONAL ETF TRUST
+$112.4K
61,873
-1%
增持
AVGO
BROADCOM INC
+$107.5K
6,642
+927%
增持
LLY
ELI LILLY & CO
+$105.0K
2,286
+8%
减持
AMZN
AMAZON COM INC
-$104.7K
7,639
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$97.6K
2,494
+2%
减持
CINF
CINCINNATI FINL CORP
+$95.7K
5,483
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$95.2K
3,785
-19%
减持
GOOGL
ALPHABET INC
-$92.4K
1,271
-24%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$87.9K
15,783
+13%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$87.3K
5,363
-21%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$86.7K
8,163
-18%
增持
HD
HOME DEPOT INC
+$82.2K
1,116
+4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$81.6K
9,604
+20%
增持
CHW
CALAMOS GBL DYN INCOME FUND
+$80.8K
83,500
+11%
建仓
UEC
URANIUM ENERGY CORP
+$80.7K
13,003
减持
GLD
SPDR GOLD TR
+$74.5K
3,194
-2%
减持
ABBV
ABBVIE INC
-$74.5K
1,704
-29%
增持
COWZ
PACER FDS TR
+$71.3K
19,331
+1%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$67.2K
25,388
+16%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$64.7K
2,401
-10%
减持
DFIP
DIMENSIONAL ETF TRUST
+$64.4K
67,084
-1%
减持
NEE
NEXTERA ENERGY INC
+$64.0K
5,074
-2%
增持
—
ACCENTURE PLC IRELAND
+$63.8K
1,237
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$62.0K
3,235
+2%
减持
META
META PLATFORMS INC
+$59.3K
1,304
-4%
减持
CVX
CHEVRON CORP NEW
-$59.0K
4,033
-3%
减持
MPC
MARATHON PETE CORP
-$59.0K
2,300
-8%
增持
HEFA
ISHARES TR
+$58.6K
8,506
+25%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$56.2K
4,447
-19%
减持
GOOG
ALPHABET INC
-$56.1K
2,709
-2%
增持
PG
PROCTER AND GAMBLE CO
+$52.0K
6,029
+0%
减持
T
AT&T INC
+$50.6K
18,275
-1%
减持
TLT
ISHARES TR
-$50.1K
2,103
-25%
增持
DVN
DEVON ENERGY CORP NEW
-$47.2K
5,786
+0%
减持
SPEM
SPDR INDEX SHS FDS
+$47.0K
15,593
-2%
增持
AXP
AMERICAN EXPRESS CO
+$43.9K
1,021
+1%
减持
IWR
ISHARES TR
+$43.2K
10,024
-3%
增持
—
DORIAN LPG LTD
-$43.1K
6,097
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$42.5K
534
+1%
减持
DUK
DUKE ENERGY CORP NEW
+$42.0K
4,887
-6%
减持
PANW
PALO ALTO NETWORKS INC
-$41.2K
1,653
-8%
减持
REZ
ISHARES TR
-$39.9K
3,861
-22%
增持
COP
CONOCOPHILLIPS
-$38.6K
4,287
+0%
减持
SGOL
ETFS GOLD TR
+$38.1K
13,444
-0%
减持
IJR
ISHARES TR
-$36.0K
4,000
-15%
减持
WMT
WALMART INC
-$34.9K
3,659
-25%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$33.3K
10,334
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.7K
1,442
-7%
增持
—
MEDTRONIC PLC
+$30.7K
2,597
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$29.0K
3,042
+3%
增持
COST
COSTCO WHSL CORP NEW
+$28.9K
558
+2%
减持
VDC
VANGUARD WORLD FD
+$27.4K
2,337
-2%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$26.9K
2,681
-0%
减持
JNJ
JOHNSON & JOHNSON
+$25.7K
1,860
-1%
减持
CALF
PACER FDS TR
-$25.2K
4,755
-16%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$19.2K
46,115
-1%
减持
HON
HONEYWELL INTL INC
-$18.8K
1,178
-4%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$18.7K
43,854
+1%
减持
VTV
VANGUARD INDEX FDS
+$17.2K
2,165
-4%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$16.8K
3,013
+0%
减持
SIVR
ABRDN SILVER ETF TRUST
+$14.8K
7,874
-0%
减持
IRM
IRON MTN INC DEL
+$13.2K
2,054
-20%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$13.1K
5,614
+0%
增持
IYW
ISHARES TR
+$13.1K
1,473
+5%
减持
ET
ENERGY TRANSFER L P
-$11.7K
16,964
-3%
增持
SHYG
ISHARES TR
+$10.2K
6,173
+1%
减持
NFLX
NETFLIX INC
+$10.1K
707
-3%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$9.5K
6,013
-9%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$7.2K
10,198
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$7.2K
1,183
-1%
减持
AMGN
AMGEN INC
+$4.2K
639
-1%
减持
EHLS
TIDAL TR II
-$379
18,174
-4%
