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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 115 项
建仓 11
增持 51
减持 37
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
SRLN
SSGA ACTIVE ETF TR
+$12.8M
285,051
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$12.6M
0
-100%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$3.4M
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
XLC
SELECT SECTOR SPDR TR
-$2.4M
7,682
-80%
建仓
VOX
VANGUARD WORLD FDS
+$1.9M
15,532
清仓
V
VISA INC
-$1.7M
0
-100%
清仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
-$1.6M
0
-100%
清仓
—
DELAWARE INVTS MINN MUN INCO
-$1.3M
0
-100%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$1.3M
0
-100%
建仓
VFL
DELAWARE INVTS NATL MUN INCO
+$1.2M
92,114
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.1M
12,038
清仓
—
DISCOVER FINL SVCS
-$1.1M
0
-100%
清仓
HASI
HANNON ARMSTRONG SUST INFR C
-$978.0K
0
-100%
增持
BST
BLACKROCK SCIENCE & TECHNOLO
+$973.0K
66,261
+75%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$952.0K
19,500
减持
XLY
SELECT SECTOR SPDR TR
-$911.0K
12,050
-22%
增持
GOVT
ISHARES TR
-$864.0K
655,439
+2%
增持
CSCO
CISCO SYS INC
+$855.0K
22,507
+256%
建仓
DLR
DIGITAL RLTY TR INC
+$855.0K
6,030
增持
SCHX
SCHWAB STRATEGIC TR
+$735.0K
518,690
+117%
建仓
AIG
AMERICAN INTL GROUP INC
+$708.0K
11,276
清仓
—
BROOKFIELD RENEWABLE CORP
-$620.0K
0
-100%
建仓
DGX
QUEST DIAGNOSTICS INC
+$561.0K
4,100
建仓
ROK
ROCKWELL AUTOMATION INC
+$557.0K
1,988
增持
LDUR
PIMCO ETF TR
-$548.0K
181,099
+0%
减持
SYY
SYSCO CORP
-$548.0K
17,893
-30%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$545.0K
7,226
-25%
清仓
—
ATLANTICA SUSTAINABLE INFR P
-$519.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$490.0K
26,385
+78%
减持
BKR
BAKER HUGHES COMPANY
+$478.0K
46,000
-8%
增持
COF
CAPITAL ONE FINL CORP
+$476.0K
10,904
+66%
建仓
IHI
ISHARES TR
+$471.0K
7,724
减持
JPM
JPMORGAN CHASE & CO
-$439.0K
13,628
-6%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$403.0K
37,645
-3%
增持
VLO
VALERO ENERGY CORP
+$370.0K
14,018
+0%
减持
PG
PROCTER AND GAMBLE CO
-$356.0K
10,317
-13%
减持
PAYX
PAYCHEX INC
-$346.0K
10,949
-19%
清仓
PSX
PHILLIPS 66
-$342.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$337.0K
0
-100%
增持
NEAR
ISHARES U S ETF TR
+$330.0K
12,070
+125%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$322.0K
19,083
-16%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$313.0K
9,549
-4%
增持
ARES
ARES MANAGEMENT CORPORATION
+$310.0K
18,444
+26%
增持
EIM
EATON VANCE MUN BD FD
-$310.0K
150,840
+0%
减持
NTAP
NETAPP INC
-$273.0K
17,471
-7%
清仓
NAD
NUVEEN QUALITY MUNCP INCOME
-$262.0K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$260.0K
0
-100%
清仓
NKE
NIKE INC
-$260.0K
0
-100%
建仓
CAT
CATERPILLAR INC
+$259.0K
1,164
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME
-$255.0K
0
-100%
减持
XOP
SPDR SER TR
+$245.0K
9,495
-12%
减持
AMGN
AMGEN INC
-$236.0K
6,644
-19%
增持
—
MEDTRONIC PLC
+$232.0K
18,140
+5%
减持
SO
SOUTHERN CO
-$230.0K
17,780
-20%
增持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$216.0K
53,763
+1%
增持
MSFT
MICROSOFT CORP
+$216.0K
10,624
+17%
减持
VBF
INVESCO BD FD
-$203.0K
65,564
-3%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$199.0K
15,862
-20%
增持
HD
HOME DEPOT INC
-$198.0K
1,738
+1%
减持
EOG
EOG RES INC
+$193.0K
11,902
-14%
增持
PFE
PFIZER INC
-$187.0K
39,918
+5%
增持
QCOM
QUALCOMM INC
-$182.0K
12,207
+9%
减持
LMT
LOCKHEED MARTIN CORP
-$179.0K
4,242
-26%
减持
INTC
INTEL CORP
-$169.0K
34,789
-5%
增持
DVY
ISHARES TR
+$167.0K
25,299
+1%
减持
OEF
ISHARES TR
-$165.0K
11,175
-2%
增持
ABT
ABBOTT LABS
-$164.0K
13,789
+8%
增持
IVV
ISHARES TR
-$161.0K
8,415
+1%
增持
RFI
COHEN & STEERS TOTAL RETURN
-$151.0K
89,763
+0%
增持
PTA
COHEN & STEERS TAX ADVAN PFD
-$140.0K
85,702
+2%
减持
SCHF
SCHWAB STRATEGIC TR
-$124.0K
53,791
-0%
增持
—
BLACKROCK INC
-$123.0K
2,190
+12%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$120.0K
43,850
-5%
增持
SCHD
SCHWAB STRATEGIC TR
-$104.0K
66,195
+0%
增持
IYC
ISHARES TR
-$102.0K
12,033
+1%
增持
BBY
BEST BUY INC
+$99.0K
9,883
+26%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$91.0K
22,599
-9%
增持
LOW
LOWES COS INC
-$86.0K
9,646
+22%
增持
TXN
TEXAS INSTRS INC
+$80.0K
8,097
+9%
增持
MMU
WESTERN ASSET MANAGED MUNS F
-$77.0K
112,389
+6%
增持
—
BNY MELLON MUN INCOME INC
-$76.0K
86,552
+3%
增持
IEFA
ISHARES TR
-$76.0K
20,774
+2%
增持
UFOX
ETF SER SOLUTIONS
-$74.0K
20,527
+1%
减持
JNJ
JOHNSON & JOHNSON
+$73.0K
13,509
-0%
减持
ABBV
ABBVIE INC
+$69.0K
12,715
-14%
减持
CVX
CHEVRON CORP NEW
+$67.0K
8,708
-24%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$59.0K
11,747
-2%
增持
IGV
ISHARES TR
+$59.0K
2,016
+26%
增持
NIM
NUVEEN SELECT MAT MUN FD
-$57.0K
55,160
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$57.0K
2,217
-9%
增持
SCHG
SCHWAB STRATEGIC TR
-$53.0K
7,520
+100%
减持
FAST
FASTENAL CO
-$47.0K
7,092
-3%
增持
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$47.0K
41,476
+4%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$42.0K
26,086
+8%
减持
SUB
ISHARES TR
-$40.0K
3,402
-8%
增持
—
HORIZON THERAPEUTICS PUB L
+$38.0K
3,708
+13%
增持
XEL
XCEL ENERGY INC
+$38.0K
8,482
+0%
增持
BND
VANGUARD BD INDEX FDS
-$32.0K
7,496
+1%
增持
TGT
TARGET CORP
-$31.0K
1,612
+0%
减持
MO
ALTRIA GROUP INC
+$30.0K
7,326
-2%
增持
BATT
AMPLIFY ETF TR
-$29.0K
63,715
+2%
增持
NMS
NUVEEN MINN QUALITY MUN INM
+$27.0K
26,523
+8%
增持
XLV
SELECT SECTOR SPDR TR
-$24.0K
11,860
+1%
增持
IXUS
ISHARES TR
-$19.0K
4,317
+0%
减持
VTI
VANGUARD INDEX FDS
-$17.0K
4,178
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$16.0K
4,283
+1%
减持
VOO
VANGUARD INDEX FDS
-$16.0K
650
-1%
减持
SLV
ISHARES SILVER TR
-$15.0K
11,714
-11%
增持
CCIF
VERTICAL CAP INCOME FD
-$13.0K
74,500
+0%
增持
PAVE
GLOBAL X FDS
-$10.0K
23,854
+0%
增持
AAPL
APPLE INC
+$9.0K
9,894
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$9.0K
8,164
-1%
减持
MINT
PIMCO ETF TR
-$8.0K
5,131
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.0K
15,936
+0%
增持
XJQCX
NUVEEN CR STRATEGIES INCOME
+$2.0K
43,190
+6%
