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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 146 项
建仓 33
增持 72
减持 36
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
IUSB
ISHARES TR
-$6.5M
7,881
-95%
增持
QQQ
INVESCO QQQ TR
+$4.0M
14,273
+74%
增持
IVW
ISHARES TR
+$3.6M
37,869
+319%
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
HELO
J P MORGAN EXCHANGE TRADED F
+$3.1M
47,707
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.0M
584
-92%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$2.5M
42,346
减持
MBB
ISHARES TR
-$1.7M
6,896
-73%
减持
EHLS
TIDAL TRUST II
-$1.6M
30,191
-70%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.4M
78,135
-45%
减持
HEFA
ISHARES TR
-$1.3M
10,240
-78%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
12,887
+9%
增持
SPYG
SPDR SERIES TRUST
+$968.1K
38,279
+20%
增持
NVDA
NVIDIA CORPORATION
+$902.6K
31,038
+0%
增持
DFIP
DIMENSIONAL ETF TRUST
+$883.7K
62,145
+49%
增持
DFAE
DIMENSIONAL ETF TRUST
+$841.0K
107,037
+22%
建仓
ITOT
ISHARES TR
+$813.0K
5,582
建仓
AVUS
AMERICAN CENTY ETF TR
+$804.3K
7,399
增持
DFAI
DIMENSIONAL ETF TRUST
+$789.0K
93,194
+24%
增持
AAPL
APPLE INC
+$782.2K
13,162
+5%
建仓
DBP
INVESCO DB MULTI-SECTOR COMM
+$744.1K
8,368
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$656.2K
5,584
+152%
建仓
XLE
SELECT SECTOR SPDR TR
+$587.0K
6,570
增持
SCHV
SCHWAB STRATEGIC TR
+$565.9K
97,268
+19%
增持
VYMI
VANGUARD WHITEHALL FDS
+$533.6K
17,530
+48%
建仓
XLB
SELECT SECTOR SPDR TR
+$492.9K
5,500
建仓
XLC
SELECT SECTOR SPDR TR
+$491.8K
4,155
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$478.9K
42,085
+18%
建仓
FNDF
SCHWAB STRATEGIC TR
+$468.7K
10,910
减持
TSLA
TESLA INC
+$452.8K
4,086
-5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$428.3K
71,039
+11%
减持
BIL
SPDR SERIES TRUST
-$402.6K
11,072
-28%
减持
EEM
ISHARES TR
-$380.0K
38,499
-24%
建仓
ORCL
ORACLE CORP
+$358.3K
1,274
建仓
BSV
VANGUARD BD INDEX FDS
+$344.9K
4,371
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$340.6K
5,684
建仓
AVEM
AMERICAN CENTY ETF TR
+$338.0K
4,500
建仓
TDVG
T ROWE PRICE ETF INC
+$328.6K
7,476
建仓
GPIX
GOLDMAN SACHS ETF TR
+$324.7K
6,217
建仓
—
NEBIUS GROUP N.V.
+$312.4K
2,783
清仓
NOW
SERVICENOW INC
-$311.5K
0
-100%
清仓
—
ISHARES TR
-$309.9K
0
-100%
增持
EFA
ISHARES TR
+$307.2K
24,199
+11%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$300.7K
3,495
+41%
建仓
RFV
INVESCO EXCHANGE TRADED FD T
+$295.5K
2,304
增持
GOOGL
ALPHABET INC
+$294.3K
3,136
+18%
建仓
IJR
ISHARES TR
+$287.7K
2,421
建仓
DUHP
DIMENSIONAL ETF TRUST
+$283.3K
7,500
增持
GOOG
ALPHABET INC
+$266.4K
3,643
+4%
建仓
MTUM
ISHARES TR
+$264.9K
1,033
增持
VBR
VANGUARD INDEX FDS
+$263.2K
3,850
+39%
建仓
IETC
ISHARES U S ETF TR
+$253.1K
2,483
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$242.9K
3,221
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$242.8K
81,081
+12%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$221.9K
17,024
+36%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$220.4K
2,280
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$218.7K
21,839
+20%
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$216.4K
2,273
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$216.1K
1,516
建仓
SCHD
SCHWAB STRATEGIC TR
+$216.0K
7,911
增持
AOA
ISHARES TR
+$215.6K
14,792
+13%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$215.3K
5,124
建仓
GE
GE AEROSPACE
+$215.1K
715
建仓
—
ROYAL CARIBBEAN GROUP
+$211.9K
655
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$210.7K
3,350
建仓
SHLD
GLOBAL X FDS
+$210.7K
3,000
清仓
VOE
VANGUARD INDEX FDS
-$210.5K
0
-100%
清仓
FSK
FS KKR CAP CORP
-$207.5K
0
-100%
建仓
MP
MP MATERIALS CORP
+$204.6K
3,050
建仓
—
ASTRAZENECA PLC
+$203.2K
2,648
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$201.1K
47,567
+9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$193.4K
48,058
+9%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$190.6K
101,070
+8%
减持
AVGO
BROADCOM INC
+$188.0K
4,987
-6%
增持
TCHP
T ROWE PRICE ETF INC
+$182.1K
8,458
+66%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$142.0K
1,029
+33%
减持
IWM
ISHARES TR
-$138.1K
3,916
-22%
增持
MSFT
MICROSOFT CORP
+$135.6K
3,784
+3%
增持
BND
VANGUARD BD INDEX FDS
+$132.3K
93,516
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$121.2K
3,640
+2%
减持
GLD
SPDR GOLD TR
-$120.3K
4,492
-20%
减持
ABBV
ABBVIE INC
+$113.0K
2,466
-0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$112.7K
28,728
+6%
增持
GARP
ISHARES TR
+$107.4K
6,307
+24%
增持
BA
BOEING CO
+$100.3K
1,688
+34%
清仓
HYT
BLACKROCK CORPOR HI YLD FD I
-$98.8K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$96.6K
7,345
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$95.9K
5,081
+18%
增持
VTV
VANGUARD INDEX FDS
+$95.9K
2,563
+19%
增持
VTI
VANGUARD INDEX FDS
+$94.4K
1,171
+23%
增持
JPM
JPMORGAN CHASE & CO.
+$79.3K
1,402
+12%
增持
AMZN
AMAZON COM INC
+$78.7K
9,386
+4%
增持
HD
HOME DEPOT INC
+$78.0K
1,355
+5%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$77.2K
847
+28%
增持
JNJ
JOHNSON & JOHNSON
+$66.3K
1,875
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$64.5K
680
+1%
增持
CVX
CHEVRON CORP NEW
+$57.4K
4,236
+1%
增持
NFLX
NETFLIX INC
-$56.0K
762
+5%
减持
EMB
ISHARES TR
-$51.6K
2,580
-20%
减持
COST
COSTCO WHSL CORP NEW
-$48.3K
567
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$48.0K
1,280
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$46.8K
3,442
+8%
减持
SHOP
SHOPIFY INC
+$43.8K
2,943
-14%
增持
CHW
CALAMOS GBL DYN INCOME FUND
+$43.3K
88,250
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$40.1K
3,088
-5%
增持
AEE
AMEREN CORP
+$37.8K
4,380
+0%
增持
COF
CAPITAL ONE FINL CORP
+$36.6K
1,270
+16%
增持
—
MEDTRONIC PLC
+$34.3K
3,046
+4%
减持
VGT
VANGUARD WORLD FD
+$34.1K
703
-5%
减持
VUG
VANGUARD INDEX FDS
+$32.1K
790
-0%
增持
FPF
FIRST TR INTER DURATN PFD &
+$29.9K
27,950
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$28.3K
2,947
+1%
增持
PG
PROCTER AND GAMBLE CO
-$27.8K
6,354
+1%
减持
ACWI
ISHARES TR
-$26.2K
9,050
-9%
增持
ORI
OLD REP INTL CORP
+$24.6K
5,826
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$24.2K
4,187
+0%
增持
COP
CONOCOPHILLIPS
+$23.8K
4,813
+0%
增持
HON
HONEYWELL INTL INC
-$21.5K
1,395
+3%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$21.2K
12,901
-8%
减持
COWZ
PACER FDS TR
-$21.1K
4,082
-12%
减持
MCD
MCDONALDS CORP
-$21.0K
698
-13%
减持
FV
FIRST TR EXCHANGE TRADED FD
-$19.4K
3,829
-12%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$18.5K
2,600
-10%
减持
CGSM
CAPITAL GRP FIXED INCM ETF T
-$18.0K
9,368
-8%
减持
NEE
NEXTERA ENERGY INC
+$15.8K
5,287
-4%
增持
WMT
WALMART INC
+$15.5K
2,714
+0%
减持
RC
READY CAPITAL CORP
-$15.4K
14,030
-12%
增持
DIS
DISNEY WALT CO
-$14.3K
2,157
+2%
增持
—
EXXON MOBIL CORP
+$12.4K
2,485
+0%
增持
AXP
AMERICAN EXPRESS CO
+$10.9K
803
+0%
减持
TLT
ISHARES TR
-$9.8K
3,181
-5%
增持
T
AT&T INC
-$9.0K
14,264
+0%
增持
KO
COCA COLA CO
-$8.7K
3,020
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$7.6K
2,946
-8%
减持
META
META PLATFORMS INC
-$5.3K
1,039
-0%
增持
LLY
ELI LILLY & CO
-$5.3K
2,213
+2%
增持
FALN
ISHARES TR
+$5.1K
7,582
+0%
增持
SHYG
ISHARES TR
+$4.3K
6,548
+1%
减持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$3.4K
42,853
-2%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$3.1K
24,388
-4%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$2.1K
6,290
+0%
减持
SO
SOUTHERN CO
-$1.3K
2,537
-4%
增持
ET
ENERGY TRANSFER L P
-$1.3K
19,866
+5%
增持
PAYC
PAYCOM SOFTWARE INC
+$904
971
+12%
减持
NUV
NUVEEN MUN VALUE FD INC
-$358
13,750
-4%
增持
IRM
IRON MTN INC DEL
+$229
2,151
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$100
4,716
-1%
