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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 106 项
建仓 11
增持 39
减持 35
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
SRLN
SSGA ACTIVE ETF TR
-$6.6M
148,992
-48%
增持
SCHX
SCHWAB STRATEGIC TR
-$3.2M
552,903
+7%
清仓
XLY
SELECT SECTOR SPDR TR
-$2.2M
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
BST
BLACKROCK SCIENCE & TECHNOLO
-$1.8M
33,547
-49%
清仓
EIM
EATON VANCE MUN BD FD
-$1.7M
0
-100%
清仓
—
BLACKROCK INC
-$1.7M
0
-100%
建仓
NUV
NUVEEN MUN VALUE FD INC
+$1.7M
186,216
清仓
COF
CAPITAL ONE FINL CORP
-$1.4M
0
-100%
增持
OEF
ISHARES TR
+$1.3M
21,071
+89%
清仓
SO
SOUTHERN CO
-$1.3M
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$1.2M
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.2M
56,063
-15%
清仓
VBF
INVESCO BD FD
-$1.1M
0
-100%
减持
DVY
ISHARES TR
-$984.0K
19,186
-24%
建仓
WSO
WATSCO INC
+$969.0K
4,057
建仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$948.0K
48,399
建仓
BTT
BLACKROCK MUN TARGET TERM TR
+$935.0K
42,210
清仓
IYC
ISHARES TR
-$903.0K
0
-100%
增持
GOVT
ISHARES TR
+$878.0K
719,855
+10%
建仓
USRT
ISHARES TR
+$835.0K
15,635
清仓
—
GARMIN LTD
-$825.0K
0
-100%
清仓
UFOX
ETF SER SOLUTIONS
-$771.0K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$766.0K
38,526
+2%
清仓
AIG
AMERICAN INTL GROUP INC
-$708.0K
0
-100%
建仓
CE
CELANESE CORP DEL
+$681.0K
5,794
清仓
PAVE
GLOBAL X FDS
-$675.0K
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$598.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$580.0K
10,499
-1%
清仓
DGX
QUEST DIAGNOSTICS INC
-$561.0K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$557.0K
0
-100%
建仓
ITB
ISHARES TR
+$531.0K
10,123
清仓
XLC
SELECT SECTOR SPDR TR
-$528.0K
0
-100%
减持
BKR
BAKER HUGHES COMPANY
-$504.0K
40,573
-12%
建仓
LEN
LENNAR CORP
+$492.0K
6,972
减持
ABBV
ABBVIE INC
-$478.0K
10,334
-19%
减持
VLO
VALERO ENERGY CORP
-$451.0K
9,146
-35%
减持
AAPL
APPLE INC
-$447.0K
9,366
-5%
减持
JPM
JPMORGAN CHASE & CO
-$436.0K
12,627
-7%
减持
JNJ
JOHNSON & JOHNSON
-$426.0K
11,089
-18%
建仓
RHI
ROBERT HALF INTL INC
+$423.0K
5,646
增持
INTC
INTEL CORP
-$422.0K
34,795
+0%
减持
VOX
VANGUARD WORLD FDS
-$411.0K
15,462
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$393.0K
3,441
-19%
增持
XLK
SELECT SECTOR SPDR TR
+$361.0K
8,207
+91%
增持
TGT
TARGET CORP
+$347.0K
4,876
+202%
减持
AMGN
AMGEN INC
-$338.0K
5,215
-22%
增持
ARES
ARES MANAGEMENT CORPORATION
-$336.0K
20,432
+11%
减持
EOG
EOG RES INC
-$326.0K
9,897
-17%
增持
—
MEDTRONIC PLC
-$325.0K
18,810
+4%
减持
—
BNY MELLON MUN INCOME INC
-$317.0K
50,433
-42%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$316.0K
12,348
+29%
减持
LDUR
PIMCO ETF TR
-$309.0K
180,737
-0%
减持
PG
PROCTER AND GAMBLE CO
-$298.0K
8,897
-14%
增持
QCOM
QUALCOMM INC
-$298.0K
12,267
+0%
减持
PTA
COHEN & STEERS TAX ADVAN PFD
-$291.0K
83,543
-3%
建仓
IEF
ISHARES TR
+$288.0K
2,818
减持
CVX
CHEVRON CORP NEW
-$287.0K
7,809
-10%
减持
PAYX
PAYCHEX INC
-$277.0K
10,690
-2%
增持
SCHF
SCHWAB STRATEGIC TR
-$277.0K
53,976
+0%
清仓
VOO
VANGUARD INDEX FDS
-$270.0K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$268.0K
0
-100%
清仓
XJQCX
NUVEEN CR STRATEGIES INCOME
-$267.0K
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR
+$260.0K
843
清仓
CSX
CSX CORP
-$260.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$259.0K
0
-100%
增持
BBY
BEST BUY INC
-$247.0K
9,983
+1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$240.0K
18,505
+54%
减持
VFL
DELAWARE INVTS NATL MUN INCO
-$232.0K
82,536
-10%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$229.0K
24,725
-5%
减持
VYM
VANGUARD WHITEHALL FDS
-$222.0K
15,406
-3%
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$216.0K
103,107
-8%
增持
KBWB
INVESCO EXCH TRADED FD TR II
-$206.0K
19,517
+2%
增持
RFI
COHEN & STEERS TOTAL RETURN
-$199.0K
89,777
+0%
增持
IEFA
ISHARES TR
-$198.0K
21,164
+2%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$195.0K
16,090
+1%
减持
MINT
PIMCO ETF TR
-$186.0K
3,309
-36%
增持
RSPN
INVESCO EXCHANGE TRADED FD T
-$185.0K
7,349
+2%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$183.0K
30,697
+57%
增持
VTI
VANGUARD INDEX FDS
-$156.0K
4,216
+1%
增持
CSCO
CISCO SYS INC
-$155.0K
25,786
+15%
减持
SYY
SYSCO CORP
-$155.0K
15,419
-14%
增持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$154.0K
53,772
+0%
增持
IGV
ISHARES TR
-$143.0K
2,046
+1%
增持
BATT
AMPLIFY ETF TR
-$143.0K
65,069
+2%
增持
DLR
DIGITAL RLTY TR INC
+$142.0K
7,680
+27%
减持
EOT
EATON VANCE NATL MUN OPPORT
-$140.0K
52,367
-7%
增持
UPS
UNITED PARCEL SERVICE INC
-$138.0K
8,837
+8%
增持
XOP
SPDR SER TR
-$128.0K
9,627
+1%
增持
ABT
ABBOTT LABS
-$120.0K
13,919
+1%
减持
NXP
NUVEEN SELECT TAX-FREE INCOM
-$105.0K
127,761
-1%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$103.0K
11,748
+0%
增持
XLV
SELECT SECTOR SPDR TR
-$101.0K
11,883
+0%
增持
IHI
ISHARES TR
-$69.0K
7,962
+3%
增持
FAST
FASTENAL CO
-$67.0K
7,098
+0%
减持
BND
VANGUARD BD INDEX FDS
-$53.0K
7,222
-4%
减持
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$47.0K
39,896
-4%
增持
GLD
SPDR GOLD TR
-$46.0K
4,865
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$43.0K
43,141
-2%
增持
HD
HOME DEPOT INC
-$40.0K
1,749
+1%
增持
PFE
PFIZER INC
+$31.0K
40,011
+0%
减持
KO
COCA COLA CO
-$26.0K
23,287
-3%
减持
NMS
NUVEEN MINN QUALITY MUN INM
-$22.0K
25,234
-5%
增持
LOW
LOWES COS INC
-$22.0K
11,035
+14%
增持
IXUS
ISHARES TR
-$17.0K
4,727
+9%
减持
SUB
ISHARES TR
-$14.0K
3,266
-4%
增持
XEL
XCEL ENERGY INC
-$12.0K
8,486
+0%
