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ACCESS FINANCIAL SERVICES, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ACCESS FINANCIAL SERVICES, INC.
报告期 2026-03-31 · CIK 0001699622
持仓数
95
前50大市值合计
$259.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 109 项
建仓 7
增持 48
减持 43
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IEI
ISHARES TR
+$9.0M
125,265
+124%
增持
AMZN
AMAZON COM INC
+$3.6M
1,312
+559%
建仓
VOX
VANGUARD WORLD FDS
+$3.5M
25,001
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
TSLA
TESLA INC
+$2.9M
3,787
建仓
BST
BLACKROCK SCIENCE & TECHNOLO
+$2.8M
54,605
减持
LDUR
PIMCO ETF TR
-$2.3M
189,203
-11%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.3M
216,047
+11%
清仓
NEE
NEXTERA ENERGY INC
-$2.2M
0
-100%
清仓
HON
HONEYWELL INTL INC
-$1.9M
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$1.8M
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$1.8M
0
-100%
清仓
—
CITRIX SYS INC
-$1.8M
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$1.6M
0
-100%
建仓
—
BLACKROCK INC
+$1.1M
1,366
减持
EOG
EOG RES INC
-$968.0K
15,508
-42%
减持
SUB
ISHARES TR
-$941.0K
4,799
-64%
增持
XLV
SELECT SECTOR SPDR TR
+$895.0K
11,537
+153%
减持
XOP
SPDR SER TR
-$875.0K
10,823
-46%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$761.0K
28,074
+113%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$752.0K
54,049
+38%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$734.0K
173,107
-5%
减持
QCOM
QUALCOMM INC
-$593.0K
15,054
-15%
清仓
PPT
PUTNAM PREMIER INCOME TR
-$587.0K
0
-100%
减持
KO
COCA COLA CO
-$581.0K
28,632
-26%
增持
MMU
WESTERN ASSET MANAGED MUNS F
+$513.0K
68,719
+130%
减持
BKR
BAKER HUGHES COMPANY
-$489.0K
50,026
-34%
增持
TXN
TEXAS INSTRS INC
+$437.0K
7,167
+46%
减持
UPS
UNITED PARCEL SERVICE INC
-$414.0K
9,204
-8%
增持
JPM
JPMORGAN CHASE & CO
+$353.0K
14,365
+12%
建仓
MRNA
MODERNA INC
+$316.0K
820
清仓
UNH
UNITEDHEALTH GROUP INC
-$310.0K
0
-100%
减持
PAYX
PAYCHEX INC
-$294.0K
15,401
-18%
减持
PG
PROCTER AND GAMBLE CO
-$291.0K
13,640
-16%
建仓
NUW
NUVEEN AMT-FREE MUN VALUE FD
+$275.0K
16,145
清仓
CAT
CATERPILLAR INC
-$274.0K
0
-100%
减持
AMGN
AMGEN INC
-$270.0K
8,408
-0%
建仓
XJQCX
NUVEEN CR STRATEGIES INCOME
+$268.0K
40,790
清仓
—
ASML HOLDING N V
-$268.0K
0
-100%
清仓
IWM
ISHARES TR
-$256.0K
0
-100%
减持
VLO
VALERO ENERGY CORP
-$239.0K
19,144
-6%
增持
BWXT
BWX TECHNOLOGIES INC
+$214.0K
15,736
+44%
增持
XLY
SELECT SECTOR SPDR TR
+$178.0K
17,304
+6%
增持
LDOS
LEIDOS HOLDINGS INC
+$177.0K
19,646
+16%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$173.0K
8,464
+1%
减持
CVX
CHEVRON CORP NEW
-$173.0K
11,820
-10%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$165.0K
53,696
-11%
减持
NTAP
NETAPP INC
-$165.0K
21,170
-16%
减持
ARES
ARES MANAGEMENT CORPORATION
+$163.0K
16,863
-1%
减持
NXP
NUVEEN SELECT TAX-FREE INCOM
-$162.0K
132,766
-2%
减持
MINT
PIMCO ETF TR
-$158.0K
4,726
-25%
减持
PFE
PFIZER INC
-$152.0K
46,547
-15%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$146.0K
24,214
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$142.0K
56,571
-4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$141.0K
38,047
-2%
减持
VBF
INVESCO BD FD
-$114.0K
44,953
-9%
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$112.0K
28,310
-12%
减持
SCHD
SCHWAB STRATEGIC TR
-$109.0K
67,420
-0%
增持
LMT
LOCKHEED MARTIN CORP
-$108.0K
6,376
+5%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$105.0K
15,858
-0%
增持
XAR
SPDR SER TR
-$101.0K
8,170
+1%
增持
VTI
VANGUARD INDEX FDS
+$101.0K
3,598
+2%
减持
NEAR
ISHARES U S ETF TR
-$91.0K
7,838
-19%
增持
—
MEDTRONIC PLC
+$91.0K
17,351
+3%
减持
MSFT
MICROSOFT CORP
+$89.0K
9,649
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$72.0K
4,291
-11%
减持
LOW
LOWES COS INC
+$69.0K
8,885
-1%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$66.0K
22,789
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$66.0K
16,688
-2%
增持
AAPL
APPLE INC
+$61.0K
9,444
+1%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$59.0K
40,946
+2%
减持
ABT
ABBOTT LABS
-$59.0K
12,903
-6%
减持
EOT
EATON VANCE NATL MUN OPPORT
+$54.0K
67,952
-1%
增持
UFOX
ETF SER SOLUTIONS
-$52.0K
32,892
+0%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$50.0K
9,675
-1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$50.0K
23,895
+0%
增持
DVY
ISHARES TR
-$45.0K
26,609
+0%
减持
—
CORESITE RLTY CORP
+$40.0K
12,199
-1%
增持
EIM
EATON VANCE MUN BD FD
-$39.0K
147,725
+0%
增持
NIM
NUVEEN SELECT MAT MUN FD
+$38.0K
29,800
+14%
减持
XEL
XCEL ENERGY INC
-$38.0K
8,474
-2%
增持
JNJ
JOHNSON & JOHNSON
+$38.0K
12,710
+4%
增持
CMCSA
COMCAST CORP NEW
+$36.0K
18,834
+6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$35.0K
3,757
-5%
增持
—
BNY MELLON MUN INCOME INC
+$33.0K
52,266
+4%
增持
—
ETF MANAGERS TR
-$33.0K
14,843
+1%
增持
CMI
CUMMINS INC
-$32.0K
4,260
+5%
增持
BATT
AMPLIFY ETF TR
-$32.0K
45,282
+0%
增持
CCIF
VERTICAL CAP INCOME FD
+$31.0K
69,840
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$28.0K
1,983
-3%
增持
BND
VANGUARD BD INDEX FDS
+$27.0K
7,350
+5%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$25.0K
17,911
+6%
增持
—
BROOKFIELD RENEWABLE CORP
-$22.0K
16,714
+4%
增持
TGT
TARGET CORP
-$21.0K
1,610
+0%
增持
SYY
SYSCO CORP
+$20.0K
22,705
+0%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$18.0K
12,461
-1%
增持
ABBV
ABBVIE INC
+$18.0K
14,516
+6%
增持
INTC
INTEL CORP
-$16.0K
37,511
+5%
减持
SO
SOUTHERN CO
+$10.0K
22,605
-2%
减持
HD
HOME DEPOT INC
+$10.0K
1,723
-1%
减持
IVV
ISHARES TR
-$9.0K
9,441
-0%
增持
IEFA
ISHARES TR
-$8.0K
20,568
+0%
增持
V
VISA INC
+$8.0K
7,345
+5%
增持
IXUS
ISHARES TR
-$5.0K
4,233
+1%
增持
PAVE
GLOBAL X FDS
-$5.0K
28,486
+1%
增持
XLU
SELECT SECTOR SPDR TR
+$3.0K
4,240
+0%
增持
FAST
FASTENAL CO
-$3.0K
7,294
+0%
增持
IYC
ISHARES TR
+$2.0K
14,059
+1%
减持
VOO
VANGUARD INDEX FDS
-$2.0K
656
-1%
增持
RFI
COHEN & STEERS TOTAL RETURN
+$0
90,210
+0%
