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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 82
减持 24
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
SECU
BLACKROCK ETF TRUST II
+$4.7M
95,276
减持
BND
VANGUARD BD INDEX FDS
-$3.7M
31,630
-61%
建仓
IUSB
ISHARES TR
+$3.6M
77,079
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。
清仓
ITOT
ISHARES TR
-$3.2M
0
-100%
增持
IWM
ISHARES TR
+$2.0M
11,547
+249%
减持
IVW
ISHARES TR
-$2.0M
12,833
-54%
增持
QQQ
INVESCO QQQ TR
+$1.9M
13,362
+40%
建仓
USMV
ISHARES TR
+$1.8M
19,365
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$1.5M
64,888
+27%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.4M
71,413
-27%
清仓
BAI
BLACKROCK ETF TRUST
-$1.2M
0
-100%
增持
SPSM
SPDR SERIES TRUST
+$1.1M
39,775
+137%
清仓
MBB
ISHARES TR
-$1.1M
0
-100%
建仓
EMB
ISHARES TR
+$1.1M
11,354
建仓
XLE
SELECT SECTOR SPDR TR
+$1.0M
16,739
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$867.3K
102,979
+19%
增持
IVE
ISHARES TR
+$752.9K
13,554
+36%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$745.9K
12,191
+47%
清仓
PIT
VANECK ETF TRUST
-$728.6K
0
-100%
减持
MTUM
ISHARES TR
-$704.5K
978
-74%
增持
VOO
VANGUARD INDEX FDS
+$670.0K
14,642
+14%
建仓
SCHH
SCHWAB STRATEGIC TR
+$636.6K
29,622
减持
GLDM
WORLD GOLD TR
-$629.4K
2,950
-72%
减持
TSLA
TESLA INC
-$607.8K
3,418
-18%
减持
MUB
ISHARES TR
-$559.3K
12,419
-29%
增持
RFV
INVESCO EXCHANGE TRADED FD T
+$493.0K
9,017
+70%
增持
BINC
BLACKROCK ETF TRUST II
+$492.3K
16,995
+130%
增持
—
EXXON MOBIL CORP
+$480.0K
4,595
+85%
增持
VYMI
VANGUARD WHITEHALL FDS
+$449.5K
24,577
+18%
减持
AOA
ISHARES TR
-$447.2K
10,139
-32%
增持
MSFT
MICROSOFT CORP
-$390.5K
3,919
+3%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$368.2K
10,257
建仓
SPYG
SPDR SERIES TRUST
+$359.5K
3,672
增持
VBR
VANGUARD INDEX FDS
+$350.1K
6,288
+31%
清仓
EFA
ISHARES TR
-$337.3K
0
-100%
增持
LLY
ELI LILLY & CO
-$337.0K
2,190
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$333.4K
101,364
+7%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$325.8K
7,295
+65%
增持
CVX
CHEVRON CORPORATION
+$318.8K
4,669
+10%
减持
AMZN
AMAZON COM INC
-$310.0K
9,317
-4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$294.1K
120,229
+4%
清仓
QUS
SPDR SERIES TRUST
-$289.1K
0
-100%
建仓
ITA
ISHARES TR
+$288.6K
1,319
建仓
DVN
DEVON ENERGY CORP NEW
+$268.5K
5,335
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$262.0K
3,167
清仓
QUAL
ISHARES TR
-$262.0K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$255.8K
8,339
减持
SCHP
SCHWAB STRATEGIC TR
-$252.6K
18,151
-35%
增持
NVDA
NVIDIA CORPORATION
-$247.6K
31,609
+2%
建仓
LMT
LOCKHEED MARTIN CORP
+$247.4K
409
建仓
—
ASTRAZENECA PLC
+$247.0K
1,275
清仓
—
ASTRAZENECA PLC
-$243.4K
0
-100%
清仓
COWZ
PACER FDS TR
-$243.0K
0
-100%
清仓
FV
FIRST TR EXCHANGE TRADED FD
-$240.9K
0
-100%
清仓
EEM
ISHARES TR
-$233.9K
0
-100%
建仓
IRM
IRON MTN INC DEL
+$233.2K
2,283
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$232.6K
7,521
+65%
清仓
NSC
NORFOLK SOUTHN CORP
-$231.0K
0
-100%
清仓
AIRR
FIRST TR EXCHANGE TRADED FD
-$227.6K
0
-100%
建仓
AMGN
AMGEN INC
+$225.1K
640
清仓
DIS
DISNEY WALT CO
-$224.0K
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$222.5K
784
增持
COST
COSTCO WHOLESALE CORPORATION
+$222.4K
758
+23%
减持
HYBL
SSGA ACTIVE TR
-$222.2K
23,795
-24%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$219.7K
0
-100%
增持
GARP
ISHARES TR
+$215.0K
16,841
+33%
清仓
TFC
TRUIST FINL CORP
-$212.1K
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$211.2K
0
-100%
清仓
NTRA
NATERA INC
-$208.5K
0
-100%
建仓
VOE
VANGUARD INDEX FDS
+$208.2K
1,130
建仓
SCHV
SCHWAB STRATEGIC TR
+$205.5K
6,739
清仓
CEG
CONSTELLATION ENERGY CORP
-$200.7K
0
-100%
清仓
IJR
ISHARES TR
-$200.6K
0
-100%
增持
TLH
ISHARES TR
+$195.3K
26,200
+9%
增持
AAPL
APPLE INC
-$190.0K
13,232
+1%
减持
COP
CONOCOPHILLIPS
+$184.3K
4,814
-0%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$184.1K
19,347
-10%
减持
MPC
MARATHON PETE CORP
+$175.4K
2,250
-2%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$172.3K
129,063
+6%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$153.3K
2,776
-3%
减持
SPMD
SPDR SERIES TRUST
-$146.8K
17,222
-15%
建仓
FSK
FS KKR CAP CORP
+$138.1K
13,569
减持
GLD
SPDR GOLD TR
+$133.9K
4,255
-1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$131.8K
70,488
+5%
清仓
UEC
URANIUM ENERGY CORP
-$126.6K
0
-100%
增持
SHOP
SHOPIFY INC
-$125.4K
3,155
+2%
增持
AVGO
BROADCOM INC
-$125.2K
5,517
+4%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$121.7K
141,747
+4%
增持
NFLX
NETFLIX INC.
+$118.8K
10,752
+10%
增持
CAT
CATERPILLAR INC
+$117.7K
483
+23%
减持
VGT
VANGUARD WORLD FD
-$117.0K
608
-15%
增持
VYM
VANGUARD WHITEHALL FDS
+$116.0K
4,208
+19%
减持
DFIP
DIMENSIONAL ETF TRUST
-$112.3K
13,074
-17%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$107.1K
42,716
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$105.1K
3,378
+0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$105.0K
53,213
+10%
减持
GOOGL
ALPHABET INC
-$103.2K
2,807
-4%
建仓
BBDC
BARINGS BDC INC
+$102.0K
12,389
增持
JNJ
JOHNSON & JOHNSON
+$93.1K
1,843
+7%
增持
TCHP
T ROWE PRICE ETF INC
-$89.1K
25,416
+5%
减持
UBER
UBER TECHNOLOGIES INC
-$87.9K
4,806
-9%
建仓
PROP
PRAIRIE OPER CO
+$84.2K
41,470
增持
NEE
NEXTERA ENERGY INC
+$79.9K
5,543
+2%
增持
WMT
WALMART INC
+$78.0K
2,988
+13%
增持
ET
ENERGY TRANSFER L P
+$74.0K
21,154
+4%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$68.8K
10,586
+26%
增持
GOOG
ALPHABET INC
-$67.4K
3,613
+3%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$67.0K
12,669
+5%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$61.7K
13,442
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$61.0K
4,398
+0%
增持
TDVG
T ROWE PRICE ETF INC
+$60.7K
31,469
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$58.9K
6,917
+6%
增持
CELC
CELCUITY INC
+$55.2K
2,686
+7%
增持
SO
SOUTHERN CO
+$55.2K
2,748
+14%
增持
PANW
PALO ALTO NETWORKS INC
-$54.4K
3,065
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$51.9K
3,182
+14%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$50.3K
6,403
+2%
增持
HON
HONEYWELL INTL INC
+$46.6K
1,430
+1%
增持
AEE
AMEREN CORP
+$45.6K
4,407
+0%
增持
META
META PLATFORMS INC
-$43.2K
1,452
+10%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$41.9K
852
+7%
减持
VUG
VANGUARD INDEX FDS
-$41.8K
762
-1%
增持
AXP
AMERICAN EXPRESS CO
-$41.3K
918
+6%
减持
T
AT&T INC
+$40.9K
13,635
-4%
增持
GILD
GILEAD SCIENCES INC
+$40.9K
1,773
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$38.0K
1,531
+11%
增持
VTV
VANGUARD INDEX FDS
+$36.5K
2,962
+4%
增持
VOOG
VANGUARD ADMIRAL FDS INC
-$35.4K
1,317
+2%
增持
MCD
MCDONALDS CORP
+$32.7K
768
+14%
增持
ORI
OLD REP INTL CORP
-$32.5K
5,918
+1%
增持
EHLS
TIDAL TRUST II
+$32.0K
21,677
+0%
减持
ACWI
ISHARES TR
-$31.3K
8,978
-0%
增持
PG
PROCTER & GAMBLE CO
+$30.6K
6,437
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$30.2K
1,087
+10%
清仓
RC
READY CAPITAL CORP
-$30.0K
0
-100%
增持
GSK
GSK PLC
+$29.4K
4,307
+1%
增持
IAGG
ISHARES TR
+$29.0K
6,161
+10%
增持
—
ACCENTURE PLC IRELAND
-$28.8K
1,293
+22%
增持
ORCL
ORACLE CORP
-$25.7K
1,447
+18%
增持
KO
COCA COLA CO
+$23.6K
2,994
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$23.2K
7,992
+24%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$23.1K
19,601
+5%
增持
TMFC
RBB FD INC
+$21.6K
4,126
+18%
增持
AVEM
AMERICAN CENTY ETF TR
+$16.6K
4,507
+0%
增持
GE
GE AEROSPACE
-$15.5K
716
+1%
增持
—
MEDTRONIC PLC
-$13.0K
3,271
+6%
增持
GPIX
GOLDMAN SACHS ETF TR
-$13.0K
6,611
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$12.9K
67,191
+4%
增持
JPM
JPMORGAN CHASE & CO
-$12.4K
1,494
+7%
增持
HD
HOME DEPOT INC
+$11.4K
1,269
+8%
