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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 31
增持 51
减持 42
清仓 26
方向
标的
Δ市值
现股数(环比)
清仓
SPYG
SPDR SERIES TRUST
-$4.0M
0
-100%
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$3.9M
51,007
+1484%
清仓
SCHV
SCHWAB STRATEGIC TR
-$2.8M
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。
减持
QQQ
INVESCO QQQ TR
-$2.7M
9,542
-33%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.5M
98,384
+105%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$2.5M
0
-100%
建仓
TLH
ISHARES TR
+$2.4M
24,034
增持
ITOT
ISHARES TR
+$2.4M
21,410
+284%
建仓
IVE
ISHARES TR
+$2.1M
9,945
清仓
SCHX
SCHWAB STRATEGIC TR
-$2.1M
0
-100%
减持
DFIP
DIMENSIONAL ETF TRUST
-$2.0M
15,828
-75%
减持
EFA
ISHARES TR
-$1.9M
3,512
-85%
建仓
MUB
ISHARES TR
+$1.9M
17,529
减持
EEM
ISHARES TR
-$1.8M
4,275
-89%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$1.7M
21,384
-55%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.3M
64,407
+53%
建仓
SPMD
SPDR SERIES TRUST
+$1.2M
20,146
建仓
BAI
BLACKROCK ETF TRUST
+$1.2M
34,689
减持
IVW
ISHARES TR
-$1.1M
28,020
-26%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$1.1M
121,302
+50%
清仓
BIL
SPDR SERIES TRUST
-$1.0M
0
-100%
增持
TDVG
T ROWE PRICE ETF INC
+$1.0M
29,881
+300%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$994.5K
39,184
+130%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$956.4K
12,772
减持
BND
VANGUARD BD INDEX FDS
-$954.4K
81,009
-13%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$924.9K
67,302
+41%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$913.2K
86,819
+22%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$908.2K
135,869
+34%
建仓
GLDM
WORLD GOLD TR
+$902.9K
10,576
建仓
HYBL
SSGA ACTIVE TR
+$884.7K
31,107
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$869.3K
41,117
+88%
增持
TCHP
T ROWE PRICE ETF INC
+$798.6K
24,308
+187%
建仓
SPSM
SPDR SERIES TRUST
+$786.1K
16,776
清仓
DBP
INVESCO DB MULTI-SECTOR COMM
-$744.1K
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$735.6K
27,770
建仓
PIT
VANECK ETF TRUST
+$728.6K
13,797
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$689.1K
48,218
+68%
增持
MTUM
ISHARES TR
+$674.3K
3,752
+263%
减持
LLY
ELI LILLY & CO
+$663.1K
2,188
-1%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$595.7K
18,655
建仓
JEMA
J P MORGAN EXCHANGE TRADED F
+$592.2K
12,086
清仓
XLE
SELECT SECTOR SPDR TR
-$587.0K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$534.5K
8,320
+49%
清仓
XLB
SELECT SECTOR SPDR TR
-$492.9K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$491.8K
0
-100%
增持
MBB
ISHARES TR
+$472.0K
11,848
+72%
清仓
FNDF
SCHWAB STRATEGIC TR
-$468.7K
0
-100%
增持
GARP
ISHARES TR
+$448.4K
12,663
+101%
清仓
HEFA
ISHARES TR
-$405.6K
0
-100%
增持
DFAE
DIMENSIONAL ETF TRUST
+$402.0K
115,961
+8%
建仓
BINC
BLACKROCK ETF TRUST II
+$390.3K
7,396
建仓
AOR
ISHARES TR
+$387.6K
5,963
增持
RFV
INVESCO EXCHANGE TRADED FD T
+$383.5K
5,313
+131%
增持
VYMI
VANGUARD WHITEHALL FDS
+$382.3K
20,741
+18%
清仓
IUSB
ISHARES TR
-$368.1K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$344.9K
0
-100%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$337.9K
8,400
清仓
—
NEBIUS GROUP N.V.
-$312.4K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$293.8K
992
建仓
QUS
SPDR SERIES TRUST
+$289.1K
1,660
清仓
TLT
ISHARES TR
-$284.3K
0
-100%
建仓
IAGG
ISHARES TR
+$279.3K
5,585
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$270.6K
0
-100%
建仓
QUAL
ISHARES TR
+$262.0K
1,319
建仓
CELC
CELCUITY INC
+$251.3K
2,520
建仓
TMFC
RBB FD INC
+$250.6K
3,491
清仓
CGSM
CAPITAL GRP FIXED INCM ETF T
-$246.9K
0
-100%
清仓
EMB
ISHARES TR
-$245.5K
0
-100%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$232.1K
4,427
+95%
增持
DFAI
DIMENSIONAL ETF TRUST
+$228.2K
94,877
+2%
建仓
CAT
CATERPILLAR INC
+$224.4K
392
清仓
IRM
IRON MTN INC DEL
-$219.3K
0
-100%
减持
GOOG
ALPHABET INC
+$216.6K
3,518
-3%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$216.1K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$216.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$212.4K
4,797
+25%
建仓
TFC
TRUIST FINL CORP
+$212.1K
4,310
清仓
—
ROYAL CARIBBEAN GROUP
-$211.9K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$211.2K
4,254
清仓
SHLD
GLOBAL X FDS
-$210.7K
0
-100%
建仓
SCHG
SCHWAB STRATEGIC TR
+$209.6K
6,427
建仓
NTRA
NATERA INC
+$208.5K
910
建仓
GSK
GSK PLC
+$208.3K
4,247
建仓
GILD
GILEAD SCIENCES INC
+$206.2K
1,680
建仓
JXN
JACKSON FINANCIAL INC
+$205.8K
1,930
清仓
MP
MP MATERIALS CORP
-$204.6K
0
-100%
清仓
PAYC
PAYCOM SOFTWARE INC
-$202.1K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$200.7K
568
减持
EHLS
TIDAL TRUST II
-$199.0K
21,664
-28%
减持
AAPL
APPLE INC
+$196.8K
13,052
-1%
增持
AMZN
AMAZON COM INC
+$189.6K
9,750
+4%
减持
VOO
VANGUARD INDEX FDS
+$187.4K
12,883
-0%
增持
AVGO
BROADCOM INC
+$187.4K
5,295
+6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$156.2K
6,501
-11%
减持
PANW
PALO ALTO NETWORKS INC
-$155.1K
2,963
-14%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$148.5K
7,434
-42%
减持
GOOGL
ALPHABET INC
+$148.2K
2,909
-7%
减持
HD
HOME DEPOT INC
-$142.9K
1,180
-13%
减持
IWM
ISHARES TR
-$133.2K
3,308
-16%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$124.4K
1,287
+25%
减持
ORCL
ORACLE CORP
-$119.7K
1,224
-4%
增持
MSFT
MICROSOFT CORP
-$118.6K
3,807
+1%
增持
META
META PLATFORMS INC
+$110.9K
1,324
+27%
减持
GLD
SPDR GOLD TR
+$100.2K
4,282
-5%
减持
AMD
ADVANCED MICRO DEVICES INC
+$95.8K
2,780
-10%
增持
VYM
VANGUARD WHITEHALL FDS
+$91.8K
3,534
+20%
减持
IJR
ISHARES TR
-$87.1K
1,669
-31%
减持
PG
PROCTER AND GAMBLE CO
-$77.2K
6,274
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$75.1K
4,250
-25%
增持
VTV
VANGUARD INDEX FDS
+$66.6K
2,851
+11%
增持
UBER
UBER TECHNOLOGIES INC
-$64.2K
5,306
+4%
增持
SHOP
SHOPIFY INC
+$62.3K
3,104
+5%
增持
TSLA
TESLA INC
+$61.4K
4,177
+2%
减持
GS
GOLDMAN SACHS GROUP INC
-$55.4K
553
-19%
增持
AWK
AMERICAN WTR WKS CO INC NEW
-$54.5K
6,291
+0%
增持
AXP
AMERICAN EXPRESS CO
+$52.5K
863
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$52.2K
1,384
+8%
增持
BA
BOEING CO
+$50.6K
1,911
+13%
增持
T
AT&T INC
-$48.4K
14,267
+0%
增持
CINF
CINCINNATI FINL CORP
+$46.4K
5,553
+2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$40.8K
799
-6%
增持
AOA
ISHARES TR
+$40.6K
15,011
+1%
减持
UEC
URANIUM ENERGY CORP
-$40.2K
10,838
-13%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$38.4K
3,371
-4%
增持
NEE
NEXTERA ENERGY INC
+$35.9K
5,419
+2%
减持
NVDA
NVIDIA CORPORATION
-$31.0K
30,886
-0%
减持
SO
SOUTHERN CO
-$30.4K
2,409
-5%
减持
RC
READY CAPITAL CORP
-$24.3K
13,778
-2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$23.7K
2,375
-9%
减持
DIS
DISNEY WALT CO
-$23.0K
1,969
-9%
减持
ACWI
ISHARES TR
+$22.5K
9,001
-1%
减持
—
ACCENTURE PLC IRELAND
+$22.3K
1,063
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$22.1K
7,280
+100%
增持
ORI
OLD REP INTL CORP
+$21.2K
5,886
+1%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$20.7K
8,466
-7%
减持
VTI
VANGUARD INDEX FDS
-$19.8K
1,087
-7%
增持
—
EXXON MOBIL CORP
+$19.5K
2,490
+0%
增持
GPIX
GOLDMAN SACHS ETF TR
+$19.1K
6,511
+5%
减持
FPF
FIRST TR INTER DURATN PFD &
-$18.9K
27,700
-1%
增持
AEE
AMEREN CORP
-$18.4K
4,394
+0%
增持
HON
HONEYWELL INTL INC
-$17.0K
1,419
+2%
增持
VGT
VANGUARD WORLD FD
+$16.3K
718
+2%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$16.1K
42,883
+0%
减持
WMT
WALMART INC
+$13.6K
2,633
-3%
减持
FFBC
FIRST FINL BANCORP OH
-$13.6K
18,433
-2%
增持
MOAT
VANECK ETF TRUST
+$13.5K
2,202
+2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$13.3K
4,561
-3%
减持
SHYG
ISHARES TR
-$13.2K
6,306
-4%
清仓
GLDG
GOLDMINING INC
-$12.2K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$10.5K
4,247
+0%
