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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 132 项
建仓 14
增持 51
减持 43
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
SGOV
ISHARES TR
-$5.0M
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$3.3M
123,908
清仓
IVW
ISHARES TR
-$3.2M
0
-100%
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
BND
VANGUARD BD INDEX FDS
+$3.0M
104,666
+61%
建仓
IUSB
ISHARES TR
+$2.7M
57,632
清仓
IYR
ISHARES TR
-$2.5M
0
-100%
增持
IVE
ISHARES TR
+$2.4M
26,104
+94%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.4M
12,175
+90%
增持
VOO
VANGUARD INDEX FDS
+$2.3M
12,210
+66%
清仓
LQD
ISHARES TR
-$2.2M
0
-100%
减持
SPYG
SPDR SER TR
-$2.1M
15,560
-59%
建仓
MBB
ISHARES TR
+$2.0M
20,911
清仓
MUB
ISHARES TR
-$1.7M
0
-100%
增持
DFIP
DIMENSIONAL ETF TRUST
+$1.6M
53,086
+237%
增持
TLT
ISHARES TR
+$1.6M
19,317
+721%
建仓
BIL
SPDR SER TR
+$1.5M
16,681
减持
NVDA
NVIDIA CORPORATION
-$1.1M
29,217
-7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$981.2K
63,946
+84%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$910.9K
31,691
+145%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$880.3K
53,964
+41%
增持
DFAE
DIMENSIONAL ETF TRUST
+$863.6K
68,313
+92%
减持
XLK
SELECT SECTOR SPDR TR
-$813.0K
3,015
-51%
减持
AAPL
APPLE INC
-$796.4K
12,902
-12%
清仓
IJK
ISHARES TR
-$622.9K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$609.4K
5,337
-12%
减持
AVGO
BROADCOM INC
-$603.3K
5,948
-14%
增持
TSLA
TESLA INC
-$575.5K
4,304
+3%
减持
ACWI
ISHARES TR
-$559.1K
31,486
-12%
清仓
HYG
ISHARES TR
-$545.3K
0
-100%
增持
EMB
ISHARES TR
+$493.2K
21,462
+32%
清仓
IWR
ISHARES TR
-$483.9K
0
-100%
减持
COWZ
PACER FDS TR
-$426.9K
5,738
-56%
清仓
IAK
ISHARES TR
-$413.3K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$369.1K
926
-57%
清仓
XLF
SELECT SECTOR SPDR TR
-$363.2K
0
-100%
减持
NOW
SERVICENOW INC
-$336.3K
270
-48%
建仓
UBER
UBER TECHNOLOGIES INC
+$312.4K
4,287
建仓
VGT
VANGUARD WORLD FD
+$310.8K
573
增持
GLD
SPDR GOLD TR
+$299.8K
3,800
+16%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$297.8K
1,719
清仓
IDU
ISHARES TR
-$297.1K
0
-100%
清仓
GOOGL
ALPHABET INC
-$277.7K
0
-100%
清仓
DFCF
DIMENSIONAL ETF TRUST
-$275.1K
0
-100%
清仓
IYF
ISHARES TR
-$242.4K
0
-100%
建仓
KO
COCA COLA CO
+$233.1K
3,254
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$231.6K
9,066
减持
HEFA
ISHARES TR
-$227.0K
12,385
-36%
清仓
VIOV
VANGUARD ADMIRAL FDS INC
-$222.2K
0
-100%
建仓
TCHP
T ROWE PRICE ETF INC
+$220.9K
5,800
清仓
—
TRANE TECHNOLOGIES PLC
-$217.9K
0
-100%
清仓
XAR
SPDR SER TR
-$216.9K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$216.7K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$213.8K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$209.9K
0
-100%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$209.4K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$207.9K
0
-100%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$205.8K
615
清仓
IJR
ISHARES TR
-$204.3K
0
-100%
增持
AMZN
AMAZON COM INC
-$203.9K
7,218
+0%
建仓
DVN
DEVON ENERGY CORP NEW
+$203.3K
5,435
减持
VUG
VANGUARD INDEX FDS
-$193.8K
634
-39%
减持
MSFT
MICROSOFT CORP
-$174.5K
3,731
-0%
减持
PANW
PALO ALTO NETWORKS INC
-$141.0K
2,874
-17%
减持
SPY
SPDR S&P 500 ETF TR
-$122.8K
2,384
-4%
增持
SCHX
SCHWAB STRATEGIC TR
+$116.9K
103,468
+11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$114.1K
4,059
+18%
减持
AMD
ADVANCED MICRO DEVICES INC
-$113.8K
3,273
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$108.7K
1,417
-1%
增持
NEE
NEXTERA ENERGY INC
+$106.1K
5,469
+39%
增持
CVX
CHEVRON CORP NEW
+$97.7K
4,164
+1%
建仓
HYT
BLACKROCK CORPOR HI YLD FD I
+$97.1K
10,137
增持
ABBV
ABBVIE INC
+$89.3K
2,241
+5%
建仓
RC
READY CAPITAL CORP
+$84.8K
16,668
减持
DIS
DISNEY WALT CO
-$83.3K
2,407
-16%
减持
WMT
WALMART INC
-$80.2K
2,852
-22%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$79.4K
6,277
-22%
增持
T
AT&T INC
+$77.6K
13,901
+0%
增持
GOOG
ALPHABET INC
-$76.8K
2,580
+2%
增持
PG
PROCTER AND GAMBLE CO
+$76.2K
6,379
+6%
减持
LLY
ELI LILLY & CO
+$75.5K
2,144
-2%
清仓
MERC
MERCER INTL INC
-$74.8K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$73.1K
1,149
-6%
增持
—
EXXON MOBIL CORP
+$69.4K
5,733
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$69.0K
1,438
+21%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$62.9K
43,463
-3%
减持
DUK
DUKE ENERGY CORP NEW
+$58.1K
4,180
-0%
减持
CGSD
CAPITAL GRP FIXED INCM ETF T
-$55.6K
92,282
-3%
减持
SHOP
SHOPIFY INC
-$53.4K
3,055
-6%
增持
—
MEDTRONIC PLC
+$44.1K
2,756
+8%
增持
JNJ
JOHNSON & JOHNSON
+$39.2K
1,843
+0%
增持
NFLX
NETFLIX INC
+$38.0K
707
+1%
减持
ROKU
ROKU INC
-$37.0K
4,048
-7%
减持
CGCB
CAPITAL GRP FIXED INCM ETF T
-$33.9K
71,110
-4%
增持
COST
COSTCO WHSL CORP NEW
+$30.6K
572
+3%
增持
COP
CONOCOPHILLIPS
+$28.5K
4,793
+0%
减持
VDC
VANGUARD WORLD FD
-$27.2K
2,160
-9%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$27.1K
45,809
+3%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$27.0K
42,891
-3%
增持
HD
HOME DEPOT INC
-$24.4K
1,210
+1%
增持
AXP
AMERICAN EXPRESS CO
-$24.1K
1,078
+2%
增持
ORI
OLD REP INTL CORP
+$21.5K
5,768
+2%
减持
AOA
ISHARES TR
-$21.3K
3,823
-7%
减持
FPF
FIRST TR INTER DURATN PFD &
-$21.0K
26,850
-6%
增持
VTV
VANGUARD INDEX FDS
+$17.3K
2,148
+3%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$15.1K
2,390
-11%
增持
UNH
UNITEDHEALTH GROUP INC
+$15.0K
542
+2%
减持
SO
SOUTHERN CO
+$14.7K
2,907
-5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$14.5K
2,902
-7%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$14.4K
6,145
+0%
增持
XFOFX
COHEN & STEERS CLOSED-END OP
+$14.1K
26,002
+10%
增持
LOW
LOWES COS INC
-$13.4K
995
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$12.4K
17,662
+11%
减持
XLE
SELECT SECTOR SPDR TR
+$12.3K
3,663
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$12.3K
9,073
+18%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$10.6K
5,269
-4%
减持
SIVR
ABRDN SILVER ETF TRUST
+$10.1K
6,989
-11%
增持
HON
HONEYWELL INTL INC
+$9.5K
1,352
+10%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$9.2K
10,648
+1%
减持
SGOL
ETFS GOLD TR
+$9.0K
11,595
-14%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$8.8K
2,309
-6%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$8.1K
667
-6%
增持
SHYG
ISHARES TR
+$7.9K
6,396
+3%
增持
CHW
CALAMOS GBL DYN INCOME FUND
-$6.1K
87,250
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.6K
2,904
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.2K
5,294
+0%
增持
META
META PLATFORMS INC
-$4.8K
1,171
+1%
增持
MOAT
VANECK ETF TRUST
-$3.5K
2,321
+4%
增持
ET
ENERGY TRANSFER L P
+$2.5K
18,329
+6%
增持
GS
GOLDMAN SACHS GROUP INC
-$1.1K
674
+4%
增持
FSK
FS KKR CAP CORP
-$1.1K
9,854
+3%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$505
11,089
-4%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$447
57,431
-5%
