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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 115 项
建仓 18
增持 32
减持 52
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
GOVT
ISHARES TR
+$17.2M
644,349
清仓
IEI
ISHARES TR
-$16.3M
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.7M
238,942
+11%
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
AMZN
AMAZON COM INC
-$4.3M
0
-100%
清仓
VOX
VANGUARD WORLD FDS
-$3.5M
0
-100%
建仓
XLC
SELECT SECTOR SPDR TR
+$3.0M
37,973
清仓
TSLA
TESLA INC
-$2.9M
0
-100%
建仓
PTA
COHEN & STEERS TAX ADVAN PFD
+$2.0M
84,102
清仓
LDOS
LEIDOS HOLDINGS INC
-$1.9M
0
-100%
清仓
—
CORESITE RLTY CORP
-$1.7M
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.7M
154,872
-11%
建仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$1.6M
40,318
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$1.1M
28,957
-29%
建仓
—
DISCOVER FINL SVCS
+$1.1M
9,132
减持
LDUR
PIMCO ETF TR
-$1.1M
181,038
-4%
清仓
—
ETF MANAGERS TR
-$1.0M
0
-100%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$993.0K
0
-100%
增持
—
DELAWARE INVTS MINN MUN INCO
+$986.0K
91,725
+322%
清仓
XAR
SPDR SER TR
-$974.0K
0
-100%
清仓
CMI
CUMMINS INC
-$957.0K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$956.0K
6,588
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$954.0K
37,905
-31%
建仓
—
GARMIN LTD
+$947.0K
6,955
清仓
BWXT
BWX TECHNOLOGIES INC
-$848.0K
0
-100%
建仓
BBY
BEST BUY INC
+$799.0K
7,860
增持
—
BLACKROCK INC
+$651.0K
1,963
+44%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$640.0K
38,956
+2%
建仓
IGV
ISHARES TR
+$636.0K
1,600
增持
CCI
CROWN CASTLE INTL CORP NEW
+$609.0K
9,948
+18%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$523.0K
18,411
-34%
建仓
—
ATLANTICA SUSTAINABLE INFR P
+$519.0K
14,500
增持
MMU
WESTERN ASSET MANAGED MUNS F
+$466.0K
105,702
+54%
增持
VBF
INVESCO BD FD
+$438.0K
67,792
+51%
清仓
MUA
BLACKROCK MUNIASSETS FD INC
-$430.0K
0
-100%
增持
ABBV
ABBVIE INC
+$426.0K
14,715
+1%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$417.0K
46,045
-15%
建仓
LIT
GLOBAL X FDS
+$404.0K
4,779
减持
—
MEDTRONIC PLC
-$394.0K
17,217
-1%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$388.0K
24,884
增持
NUW
NUVEEN AMT-FREE MUN VALUE FD
+$384.0K
39,760
+146%
增持
AAPL
APPLE INC
+$383.0K
9,679
+2%
建仓
NMS
NUVEEN MINN QUALITY MUN INM
+$368.0K
24,523
减持
EOT
EATON VANCE NATL MUN OPPORT
-$360.0K
56,549
-17%
减持
UFOX
ETF SER SOLUTIONS
-$350.0K
20,270
-38%
增持
BATT
AMPLIFY ETF TR
+$344.0K
62,467
+38%
建仓
PSX
PHILLIPS 66
+$342.0K
4,714
减持
MSFT
MICROSOFT CORP
+$340.0K
9,098
-6%
减持
SCHD
SCHWAB STRATEGIC TR
+$321.0K
65,891
-2%
清仓
MRNA
MODERNA INC
-$316.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$313.0K
4,209
+17%
减持
CMCSA
COMCAST CORP NEW
-$308.0K
14,808
-21%
减持
VLO
VALERO ENERGY CORP
-$298.0K
14,017
-27%
减持
ABT
ABBOTT LABS
+$272.0K
12,759
-1%
增持
JNJ
JOHNSON & JOHNSON
+$268.0K
13,570
+7%
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$262.0K
16,270
建仓
CSX
CSX CORP
+$261.0K
6,936
增持
NIM
NUVEEN SELECT MAT MUN FD
+$261.0K
54,660
+83%
建仓
NKE
NIKE INC
+$260.0K
1,560
建仓
XMUIX
BLACKROCK MUNICIPAL INCOME
+$255.0K
16,825
减持
NXP
NUVEEN SELECT TAX-FREE INCOM
-$253.0K
128,511
-3%
减持
PFE
PFIZER INC
+$252.0K
38,166
-18%
减持
LOW
LOWES COS INC
+$234.0K
7,878
-11%
增持
—
BNY MELLON MUN INCOME INC
+$230.0K
83,776
+60%
增持
SYY
SYSCO CORP
+$227.0K
25,577
+13%
增持
XLV
SELECT SECTOR SPDR TR
+$180.0K
11,705
+1%
减持
NTAP
NETAPP INC
-$177.0K
18,734
-12%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$160.0K
2,427
-35%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$159.0K
14,878
-17%
减持
CVX
CHEVRON CORP NEW
+$152.0K
11,514
-3%
增持
HD
HOME DEPOT INC
+$152.0K
1,729
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$149.0K
5,771
-9%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
+$143.0K
9,653
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$130.0K
2,243
+13%
减持
NEAR
ISHARES U S ETF TR
-$125.0K
5,356
-32%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$123.0K
19,720
-17%
减持
SUB
ISHARES TR
-$120.0K
3,687
-23%
减持
SO
SOUTHERN CO
+$118.0K
22,146
-2%
减持
PAYX
PAYCHEX INC
+$108.0K
13,476
-12%
减持
INTC
INTEL CORP
-$106.0K
36,753
-2%
减持
QCOM
QUALCOMM INC
+$105.0K
11,196
-26%
增持
FAST
FASTENAL CO
+$92.0K
7,299
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$90.0K
54,004
-5%
减持
IVV
ISHARES TR
-$88.0K
8,341
-12%
减持
UPS
UNITED PARCEL SERVICE INC
+$84.0K
8,213
-11%
减持
IYC
ISHARES TR
-$82.0K
11,966
-15%
减持
KO
COCA COLA CO
-$78.0K
24,044
-16%
减持
RFI
COHEN & STEERS TOTAL RETURN
+$71.0K
89,742
-1%
增持
EIM
EATON VANCE MUN BD FD
+$68.0K
150,595
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$58.0K
15,900
-5%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$58.0K
24,229
+0%
减持
ARES
ARES MANAGEMENT CORPORATION
-$57.0K
14,616
-13%
减持
AMGN
AMGEN INC
+$55.0K
8,194
-3%
增持
JPM
JPMORGAN CHASE & CO
-$54.0K
14,508
+1%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$47.0K
11,951
-4%
增持
XEL
XCEL ENERGY INC
+$44.0K
8,478
+0%
减持
BKR
BAKER HUGHES COMPANY
-$40.0K
49,750
-1%
增持
MINT
PIMCO ETF TR
+$40.0K
5,141
+9%
减持
PAVE
GLOBAL X FDS
-$39.0K
23,778
-17%
减持
XLY
SELECT SECTOR SPDR TR
+$35.0K
15,360
-11%
增持
—
BROOKFIELD RENEWABLE CORP
-$29.0K
16,823
+1%
增持
TXN
TEXAS INSTRS INC
+$28.0K
7,458
+4%
减持
PG
PROCTER AND GAMBLE CO
+$26.0K
11,817
-13%
减持
GLD
SPDR GOLD TR
+$26.0K
4,795
-1%
增持
CCIF
VERTICAL CAP INCOME FD
+$25.0K
74,330
+6%
减持
DVY
ISHARES TR
+$22.0K
25,081
-6%
减持
EOG
EOG RES INC
-$19.0K
13,802
-11%
增持
V
VISA INC
+$17.0K
7,627
+4%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
+$17.0K
53,462
-0%
减持
XOP
SPDR SER TR
-$14.0K
10,772
-0%
减持
SLV
ISHARES SILVER TR
-$13.0K
13,149
-9%
减持
KBWB
INVESCO EXCH TRADED FD TR II
+$9.0K
22,674
-1%
减持
IEFA
ISHARES TR
-$7.0K
20,365
-1%
增持
TGT
TARGET CORP
+$5.0K
1,611
+0%
增持
IXUS
ISHARES TR
+$5.0K
4,312
+2%
增持
BND
VANGUARD BD INDEX FDS
+$0
7,408
+1%
