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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 90 项
建仓 1
增持 53
减持 23
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
SRLN
SSGA ACTIVE ETF TR
-$6.2M
0
-100%
清仓
INTC
INTEL CORP
-$1.3M
0
-100%
清仓
BST
BLACKROCK SCIENCE & TECHNOLO
-$1.1M
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。
清仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
-$948.0K
0
-100%
清仓
EOT
EATON VANCE NATL MUN OPPORT
-$937.0K
0
-100%
减持
LDUR
PIMCO ETF TR
-$774.0K
175,056
-3%
增持
GOVT
ISHARES TR
-$762.0K
722,460
+0%
建仓
DOW
DOW INC
+$663.0K
15,101
减持
VFL
DELAWARE INVTS NATL MUN INCO
-$647.0K
26,306
-68%
清仓
IGV
ISHARES TR
-$552.0K
0
-100%
增持
CE
CELANESE CORP DEL
+$533.0K
13,436
+132%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$532.0K
19,659
-53%
增持
XLK
SELECT SECTOR SPDR TR
+$456.0K
12,617
+54%
减持
NUV
NUVEEN MUN VALUE FD INC
-$438.0K
144,828
-22%
清仓
IHI
ISHARES TR
-$402.0K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$389.0K
7,574
-14%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$375.0K
35,611
-17%
增持
SCHX
SCHWAB STRATEGIC TR
+$374.0K
591,910
+7%
增持
RHI
ROBERT HALF INTL INC
+$364.0K
10,288
+82%
增持
TGT
TARGET CORP
+$353.0K
7,024
+44%
清仓
SUB
ISHARES TR
-$342.0K
0
-100%
清仓
—
BNY MELLON MUN INCOME INC
-$340.0K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$326.0K
15,274
+29%
清仓
XLU
SELECT SECTOR SPDR TR
-$300.0K
0
-100%
清仓
—
HORIZON THERAPEUTICS PUB L
-$296.0K
0
-100%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$294.0K
19,318
+4%
减持
XOP
SPDR SER TR
-$276.0K
7,006
-27%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$266.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$260.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$236.0K
10,563
+1%
增持
SCHD
SCHWAB STRATEGIC TR
-$233.0K
56,954
+2%
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$231.0K
88,511
-14%
增持
CCI
CROWN CASTLE INC
-$222.0K
12,849
+4%
减持
PAYX
PAYCHEX INC
-$210.0K
8,979
-16%
增持
DLR
DIGITAL RLTY TR INC
-$205.0K
7,982
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$204.0K
39,027
+1%
增持
SYY
SYSCO CORP
-$203.0K
15,593
+1%
增持
OEF
ISHARES TR
-$185.0K
21,224
+1%
减持
KO
COCA COLA CO
-$171.0K
23,108
-1%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$170.0K
25,529
+3%
减持
WSO
WATSCO INC
-$170.0K
3,103
-24%
减持
NTAP
NETAPP INC
-$166.0K
15,754
-10%
增持
IVV
ISHARES TR
-$159.0K
8,454
+0%
增持
SCHF
SCHWAB STRATEGIC TR
-$151.0K
54,978
+2%
增持
DVY
ISHARES TR
-$147.0K
19,690
+3%
减持
IEFA
ISHARES TR
-$146.0K
20,891
-1%
增持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$146.0K
53,783
+0%
增持
ABT
ABBOTT LABS
-$143.0K
14,150
+2%
增持
ABBV
ABBVIE INC
-$136.0K
10,784
+4%
增持
—
MEDTRONIC PLC
-$127.0K
19,333
+3%
增持
VOX
VANGUARD WORLD FDS
-$126.0K
16,117
+4%
减持
BATT
AMPLIFY ETF TR
-$120.0K
65,048
-0%
增持
QCOM
QUALCOMM INC
-$118.0K
12,825
+5%
增持
LMT
LOCKHEED MARTIN CORP
-$115.0K
3,531
+3%
增持
PG
PROCTER AND GAMBLE CO
-$106.0K
9,295
+4%
增持
RFI
COHEN & STEERS TOTAL RETURN
-$105.0K
89,791
+0%
增持
JNJ
JOHNSON & JOHNSON
-$100.0K
11,436
+3%
减持
AMGN
AMGEN INC
-$98.0K
5,195
-0%
减持
NIM
NUVEEN SELECT MAT MUN FD
-$91.0K
46,807
-15%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$90.0K
11,427
-3%
减持
PTA
COHEN & STEERS TAX ADVAN PFD
-$89.0K
83,066
-1%
增持
TXN
TEXAS INSTRS INC
+$87.0K
8,597
+6%
减持
ARES
ARES MANAGEMENT CORPORATION
-$82.0K
17,431
-15%
增持
USRT
ISHARES TR
-$79.0K
15,912
+2%
减持
VLO
VALERO ENERGY CORP
-$75.0K
8,396
-8%
增持
NMS
NUVEEN MINN QUALITY MUN INM
-$63.0K
25,742
+2%
增持
BKR
BAKER HUGHES COMPANY
-$59.0K
53,061
+31%
增持
XEL
XCEL ENERGY INC
-$57.0K
8,490
+0%
增持
AAPL
APPLE INC
+$57.0K
9,681
+3%
减持
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$48.0K
39,342
-1%
增持
CSCO
CISCO SYS INC
-$43.0K
26,421
+2%
增持
EOG
EOG RES INC
+$42.0K
10,158
+3%
增持
LEN
LENNAR CORP
+$40.0K
7,130
+2%
增持
JPM
JPMORGAN CHASE & CO
-$40.0K
13,224
+5%
增持
IEF
ISHARES TR
+$37.0K
3,383
+20%
减持
LOW
LOWES COS INC
+$36.0K
10,455
-5%
增持
RSPN
INVESCO EXCHANGE TRADED FD T
-$35.0K
7,375
+0%
增持
KBWB
INVESCO EXCH TRADED FD TR II
-$30.0K
19,950
+2%
增持
VTI
VANGUARD INDEX FDS
+$28.0K
4,588
+9%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$27.0K
32,094
+5%
增持
FAST
FASTENAL CO
-$27.0K
7,104
+0%
增持
BND
VANGUARD BD INDEX FDS
-$25.0K
7,266
+1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$23.0K
16,199
+1%
减持
CVX
CHEVRON CORP NEW
-$19.0K
7,739
-1%
增持
IXUS
ISHARES TR
-$19.0K
4,922
+4%
增持
MO
ALTRIA GROUP INC
-$9.0K
7,366
+1%
增持
BBY
BEST BUY INC
+$6.0K
10,371
+4%
增持
HD
HOME DEPOT INC
+$6.0K
1,760
+1%
增持
ITB
ISHARES TR
-$2.0K
10,163
+0%
增持
PFE
PFIZER INC
-$1.0K
47,930
+20%
