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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 97 项
建仓 7
增持 27
减持 55
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AUGW
AIM ETF PRODUCTS TRUST
-$14.6M
174,351
-73%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$14.2M
364,400
建仓
IOCT
INNOVATOR ETFS TRUST
+$10.2M
292,095
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
IJUL
INNOVATOR ETFS TRUST
-$9.8M
139,830
-68%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.8M
1,518,734
+8%
建仓
EOCT
INNOVATOR ETFS TRUST
+$3.6M
112,877
减持
EJUL
INNOVATOR ETFS TRUST
-$2.2M
45,168
-63%
清仓
COST
COSTCO WHSL CORP NEW
-$1.6M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$1.2M
4,856
-65%
清仓
CLH
CLEAN HARBORS INC
-$1.0M
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$1.0M
0
-100%
建仓
NVBW
AIM ETF PRODUCTS TRUST
+$987.0K
29,170
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$980.2K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$808.5K
1,381,585
+3%
减持
BILZ
PIMCO ETF TR
-$799.3K
145,942
-5%
增持
FNDX
SCHWAB STRATEGIC TR
+$599.2K
458,780
+2%
增持
FNDE
SCHWAB STRATEGIC TR
+$444.8K
161,334
+9%
增持
XONE
BONDBLOXX ETF TRUST
+$441.8K
431,784
+2%
减持
AMGN
AMGEN INC
-$420.4K
2,066
-47%
减持
WSO
WATSCO INC
-$409.5K
3,013
-15%
减持
MSFT
MICROSOFT CORP
-$405.7K
10,537
-1%
增持
SGOV
ISHARES TR
+$402.3K
19,156
+27%
清仓
SCHD
SCHWAB STRATEGIC TR
-$402.3K
0
-100%
建仓
PNOV
INNOVATOR ETFS TRUST
+$376.0K
9,000
建仓
IDEC
INNOVATOR ETFS TRUST
+$357.8K
11,080
建仓
NNOV
INNOVATOR ETFS TRUST
+$349.1K
12,165
增持
DECW
AIM ETF PRODUCTS TRUST
+$347.6K
223,321
+2%
清仓
BIL
SPDR SERIES TRUST
-$334.2K
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$329.9K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
-$307.2K
16,522
+73%
清仓
IWF
ISHARES TR
-$296.0K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$289.0K
5,561
-28%
减持
PG
PROCTER AND GAMBLE CO
-$279.7K
11,239
-9%
增持
FNDF
SCHWAB STRATEGIC TR
+$278.8K
103,772
+1%
减持
VTI
VANGUARD INDEX FDS
-$277.0K
3,248
-22%
减持
CBOE
CBOE GLOBAL MKTS INC
-$259.9K
6,499
-16%
减持
BKR
BAKER HUGHES COMPANY
-$249.4K
28,066
-10%
减持
PAYX
PAYCHEX INC
-$248.0K
11,332
-5%
减持
VLO
VALERO ENERGY CORP
-$230.2K
9,750
-9%
增持
SLV
ISHARES SILVER TR
+$228.2K
9,899
+2%
减持
FAST
FASTENAL CO
-$218.6K
11,520
-17%
减持
RSG
REPUBLIC SVCS INC
-$188.8K
6,602
-5%
减持
APD
AIR PRODS & CHEMS INC
-$182.0K
4,937
-4%
增持
GOOGL
ALPHABET INC
+$179.4K
1,888
+12%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$172.7K
5,760
-18%
减持
IXUS
ISHARES TR
-$134.1K
3,375
-34%
减持
ARES
ARES MANAGEMENT CORPORATION
-$128.7K
9,206
-9%
增持
LLY
ELI LILLY & CO
+$127.5K
387
+2%
减持
EOG
EOG RES INC
-$125.7K
10,209
-4%
增持
AMZN
AMAZON COM INC
+$111.1K
8,803
+1%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$108.5K
7,418
-2%
减持
XEL
XCEL ENERGY INC
-$103.3K
4,705
-16%
减持
RFI
COHEN & STEERS TOTAL RETURN
-$101.6K
39,977
-11%
减持
KLAC
KLA CORP
+$101.4K
759
-0%
减持
IVV
ISHARES TR
+$96.3K
7,914
-1%
减持
BND
VANGUARD BD INDEX FDS
-$95.2K
5,839
-18%
减持
TSLA
TESLA INC
-$90.2K
5,362
-5%
增持
NMS
NUVEEN MINN QUALITY MUN INM
+$83.9K
30,797
+32%
增持
FTNT
FORTINET INC
-$79.4K
17,625
+0%
减持
XLC
SELECT SECTOR SPDR TR
-$77.7K
6,612
-9%
减持
LMT
LOCKHEED MARTIN CORP
-$73.3K
3,591
-1%
减持
IAK
ISHARES TR
-$72.4K
5,449
-10%
增持
HD
HOME DEPOT INC
-$72.2K
1,302
+1%
减持
KO
COCA COLA CO
-$71.1K
25,534
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$70.3K
2,127
-15%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$61.8K
6,325
-1%
减持
ABBV
ABBVIE INC
-$61.5K
7,475
-2%
增持
SPYM
SPDR SERIES TRUST
+$58.0K
25,079
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$54.7K
23,100
+4%
增持
VOO
VANGUARD INDEX FDS
+$49.9K
509
+16%
减持
SPY
SPDR S&P 500 ETF TR
+$49.9K
756
-11%
增持
SCHF
SCHWAB STRATEGIC TR
+$49.7K
55,553
+1%
减持
XOP
SPDR SERIES TRUST
-$45.5K
7,352
-0%
减持
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$44.7K
43,635
-8%
减持
OEF
ISHARES TR
-$43.3K
7,555
-5%
增持
META
META PLATFORMS INC
-$36.3K
577
+2%
减持
XLF
SELECT SECTOR SPDR TR
-$35.7K
5,245
-13%
增持
XHB
SPDR SERIES TRUST
+$33.7K
6,300
+14%
增持
NVDA
NVIDIA CORPORATION
+$33.1K
3,229
+6%
增持
IEFA
ISHARES TR
+$32.9K
10,719
+1%
减持
QCOM
QUALCOMM INC
+$30.6K
7,345
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$25.4K
3,366
-1%
减持
LOW
LOWES COS INC
-$25.4K
2,379
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$24.4K
22,266
-0%
减持
AAPL
APPLE INC
+$22.1K
9,766
-6%
减持
JPM
JPMORGAN CHASE & CO.
+$21.6K
6,477
-1%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$20.9K
33,784
-2%
减持
CVX
CHEVRON CORP NEW
-$16.3K
4,635
-0%
减持
PWR
QUANTA SVCS INC
+$15.1K
2,411
-0%
减持
WMT
WALMART INC
+$14.6K
5,447
-5%
增持
ESGV
VANGUARD WORLD FD
+$13.4K
3,904
+1%
减持
LRCX
LAM RESEARCH CORP
+$13.3K
4,898
-21%
增持
MAGS
LISTED FDS TR
-$12.8K
7,216
+62%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$10.6K
32,375
-2%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$6.3K
5,638
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$5.3K
13,060
+1%
减持
GLD
SPDR GOLD TR
-$414
3,652
-9%
