小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 101 项
建仓 13
增持 34
减持 32
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
BILZ
PIMCO ETF TR
+$16.7M
299,602
+122%
增持
DECW
AIM ETF PRODUCTS TRUST
+$13.1M
758,212
+139%
增持
XONE
BONDBLOXX ETF TRUST
+$10.0M
359,310
+125%
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
AUGT
AIM ETF PRODUCTS TRUST
-$8.8M
0
-100%
建仓
FNDE
SCHWAB STRATEGIC TR
+$4.7M
153,537
减持
SCHD
SCHWAB STRATEGIC TR
-$3.7M
21,677
-86%
增持
FNDX
SCHWAB STRATEGIC TR
+$3.2M
479,558
+39%
清仓
ECH
ISHARES INC
-$2.5M
0
-100%
减持
GOVT
ISHARES TR
-$2.4M
198,027
-35%
建仓
IXJ
ISHARES TR
+$2.3M
24,851
清仓
MBSF
VALUED ADVISERS TR
-$2.0M
0
-100%
清仓
EWZ
ISHARES INC
-$1.8M
0
-100%
增持
LDUR
PIMCO ETF TR
+$1.7M
124,232
+15%
清仓
KBR
KBR INC
-$1.6M
0
-100%
清仓
GIS
GENERAL MLS INC
-$1.3M
0
-100%
建仓
SOXX
ISHARES TR
+$1.1M
5,914
清仓
—
INTERPUBLIC GROUP COS INC
-$1.1M
0
-100%
清仓
MKTX
MARKETAXESS HLDGS INC
-$1.0M
0
-100%
清仓
GPK
GRAPHIC PACKAGING HLDG CO
-$1.0M
0
-100%
清仓
ILF
ISHARES TR
-$1.0M
0
-100%
清仓
—
H & E EQUIPMENT SERVICES INC
-$1.0M
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.0M
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$991.4K
13,637
清仓
SEPT
AIM ETF PRODUCTS TRUST
-$956.5K
0
-100%
建仓
CLH
CLEAN HARBORS INC
+$897.2K
4,552
增持
FNDF
SCHWAB STRATEGIC TR
+$762.6K
110,031
+14%
增持
KO
COCA COLA CO
+$724.6K
28,454
+35%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$678.4K
5,821
建仓
PWR
QUANTA SVCS INC
+$621.2K
2,444
增持
PG
PROCTER AND GAMBLE CO
+$598.7K
10,824
+46%
建仓
SCHO
SCHWAB STRATEGIC TR
+$557.3K
22,895
减持
FTNT
FORTINET INC
-$556.4K
17,768
-26%
建仓
XHB
SPDR SER TR
+$555.0K
5,728
减持
ARES
ARES MANAGEMENT CORPORATION
-$511.3K
10,244
-10%
减持
AMZN
AMAZON COM INC
-$485.8K
14,674
-2%
清仓
JULW
AIM ETF PRODUCTS TRUST
-$484.3K
0
-100%
清仓
CE
CELANESE CORP DEL
-$459.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$459.0K
9,946
-8%
增持
MRSH
MARSH & MCLENNAN COS INC
+$453.9K
6,870
+19%
清仓
NPO
ENPRO INC
-$435.8K
0
-100%
建仓
SGOV
ISHARES TR
+$429.9K
4,271
增持
QCOM
QUALCOMM INC
+$429.1K
10,680
+35%
清仓
VOX
VANGUARD WORLD FD
-$353.6K
0
-100%
清仓
TNC
TENNANT CO
-$321.8K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$320.2K
0
-100%
清仓
EWZS
ISHARES TR
-$319.2K
0
-100%
建仓
LLY
ELI LILLY & CO
+$318.8K
386
减持
BKR
BAKER HUGHES COMPANY
-$317.8K
36,513
-22%
建仓
XLF
SELECT SECTOR SPDR TR
+$298.6K
5,995
减持
IVV
ISHARES TR
-$290.6K
8,014
-2%
增持
XLC
SELECT SECTOR SPDR TR
+$289.7K
6,991
+76%
清仓
—
EATON CORP PLC
-$278.8K
0
-100%
增持
AMGN
AMGEN INC
+$278.6K
3,788
+10%
增持
ABBV
ABBVIE INC
+$253.9K
7,414
+1%
增持
SCHX
SCHWAB STRATEGIC TR
-$253.0K
1,588,294
+4%
清仓
IWM
ISHARES TR
-$252.7K
0
-100%
减持
RSG
REPUBLIC SVCS INC
+$251.2K
6,170
-0%
建仓
—
MEDTRONIC PLC
+$250.5K
2,787
增持
MSFT
MICROSOFT CORP
-$243.0K
10,976
+6%
增持
WMT
WALMART INC
+$238.6K
5,728
+96%
减持
CBOE
CBOE GLOBAL MKTS INC
+$226.9K
7,720
-1%
增持
WSO
WATSCO INC
+$214.6K
3,412
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$191.1K
925
-24%
减持
GLD
SPDR GOLD TR
+$178.5K
4,090
-1%
增持
VLO
VALERO ENERGY CORP
+$166.2K
10,728
+5%
减持
IEF
ISHARES TR
-$163.8K
5,563
-26%
增持
DLR
DIGITAL RLTY TR INC
-$143.2K
9,016
+11%
减持
VTI
VANGUARD INDEX FDS
-$141.1K
4,426
-6%
减持
JPM
JPMORGAN CHASE & CO.
-$138.0K
6,624
-10%
减持
PAYX
PAYCHEX INC
-$126.0K
10,845
-15%
减持
SPYM
SPDR SER TR
-$119.7K
23,972
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$104.3K
27,980
-1%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$92.5K
34,786
-3%
减持
NXP
NUVEEN SELECT TAX-FREE INCOM
-$91.2K
107,276
-0%
增持
IXUS
ISHARES TR
+$89.9K
6,160
+20%
减持
LOW
LOWES COS INC
-$82.0K
5,280
-1%
减持
CVX
CHEVRON CORP NEW
+$79.5K
8,785
-8%
增持
GOOG
ALPHABET INC
-$76.7K
2,938
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$75.0K
11,907
+4%
增持
RFI
COHEN & STEERS TOTAL RETURN
+$71.0K
76,117
+4%
增持
IEFA
ISHARES TR
+$66.3K
11,432
+1%
减持
VOO
VANGUARD INDEX FDS
-$62.9K
495
-16%
减持
XLV
SELECT SECTOR SPDR TR
+$56.5K
14,788
-3%
增持
MINT
PIMCO ETF TR
+$53.9K
3,697
+17%
增持
NVDA
NVIDIA CORPORATION
-$43.9K
3,378
+11%
减持
EOG
EOG RES INC
-$43.2K
10,845
-7%
增持
FAST
FASTENAL CO
+$40.1K
6,981
+0%
减持
XOP
SPDR SER TR
-$38.2K
7,772
-3%
减持
APD
AIR PRODS & CHEMS INC
-$38.0K
5,055
-4%
增持
—
LISTED FD TR
-$31.3K
270,008
+3%
增持
SCHA
SCHWAB STRATEGIC TR
-$27.2K
11,194
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$25.9K
6,488
-10%
增持
LMT
LOCKHEED MARTIN CORP
-$25.4K
3,681
+7%
增持
BND
VANGUARD BD INDEX FDS
+$16.6K
7,760
+1%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
+$10.9K
41,769
-2%
增持
SCHB
SCHWAB STRATEGIC TR
-$8.4K
15,223
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.3K
2,357
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$7.5K
12,632
+1%
增持
DVY
ISHARES TR
+$7.0K
2,317
+0%
减持
XEL
XCEL ENERGY INC
+$4.6K
5,938
-4%
减持
SCHF
SCHWAB STRATEGIC TR
+$1.8K
53,852
-6%
