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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 99 项
建仓 9
增持 22
减持 54
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
BILZ
PIMCO ETF TR
+$9.0M
234,391
+61%
建仓
EJAN
INNOVATOR ETFS TRUST
+$6.7M
197,793
增持
FNDF
SCHWAB STRATEGIC TR
+$5.9M
216,248
+108%
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
SCHX
SCHWAB STRATEGIC TR
-$4.3M
1,426,767
-6%
减持
IOCT
INNOVATOR ETFS TRUST
-$4.0M
177,252
-39%
清仓
EOCT
INNOVATOR ETFS TRUST
-$3.6M
0
-100%
建仓
IMAR
INNOVATOR ETFS TRUST
+$3.6M
122,321
增持
IDEC
INNOVATOR ETFS TRUST
+$3.2M
107,916
+874%
减持
IJUL
INNOVATOR ETFS TRUST
-$3.1M
47,405
-66%
增持
XONE
BONDBLOXX ETF TRUST
+$1.9M
470,955
+9%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$1.5M
0
-100%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$1.4M
17,541
减持
XLK
SELECT SECTOR SPDR TR
-$1.4M
7,221
-56%
清仓
EJUL
INNOVATOR ETFS TRUST
-$1.3M
0
-100%
建仓
EZU
ISHARES INC
+$1.3M
21,247
增持
FNDX
SCHWAB STRATEGIC TR
+$1.3M
494,636
+8%
清仓
PAYX
PAYCHEX INC
-$1.3M
0
-100%
清仓
QCOM
QUALCOMM INC
-$1.3M
0
-100%
增持
MSFT
MICROSOFT CORP
-$1.0M
10,951
+4%
清仓
NVBW
AIM ETF PRODUCTS TRUST
-$987.0K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$868.8K
18,856
-66%
减持
OCTW
AIM ETF PRODUCTS TRUST
-$754.4K
349,811
-4%
清仓
IAK
ISHARES TR
-$741.9K
0
-100%
增持
FNDE
SCHWAB STRATEGIC TR
+$732.9K
171,213
+6%
减持
VLO
VALERO ENERGY CORP
+$713.1K
9,310
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$709.6K
4,802
-24%
建仓
FEBW
AIM ETF PRODUCTS TRUST
+$702.4K
20,980
清仓
XHB
SPDR SERIES TRUST
-$648.6K
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$615.7K
0
-100%
减持
SGOV
ISHARES TR
-$608.1K
13,062
-32%
增持
DECW
AIM ETF PRODUCTS TRUST
+$601.0K
244,852
+10%
建仓
IJAN
INNOVATOR ETFS TRUST
+$507.0K
13,975
减持
TSLA
TESLA INC
-$427.4K
5,337
-0%
减持
BKR
BAKER HUGHES COMPANY
+$404.5K
27,561
-2%
减持
XOP
SPDR SERIES TRUST
+$382.6K
7,209
-2%
清仓
NNOV
INNOVATOR ETFS TRUST
-$349.1K
0
-100%
减持
EOG
EOG RES INC
+$345.9K
9,808
-4%
减持
AUGW
AIM ETF PRODUCTS TRUST
-$300.7K
167,079
-4%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$286.0K
0
-100%
建仓
BIL
SPDR SERIES TRUST
+$285.6K
3,116
清仓
MAGS
LISTED FDS TR
-$275.4K
0
-100%
减持
PWR
QUANTA SVCS INC
+$272.1K
2,349
-3%
建仓
CSX
CSX CORP
+$269.7K
6,570
减持
IVV
ISHARES TR
-$268.7K
7,887
-0%
清仓
—
MEDTRONIC PLC
-$267.8K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$267.6K
2,431
-32%
清仓
—
EATON CORP PLC
-$267.5K
0
-100%
建仓
CAT
CATERPILLAR INC
+$261.1K
369
减持
CVX
CHEVRON CORPORATION
+$242.2K
4,585
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$237.8K
20,985
-6%
减持
AMZN
AMAZON COM INC
-$218.9K
8,705
-1%
减持
JPM
JPMORGAN CHASE & CO
-$215.3K
6,363
-2%
减持
XLC
SELECT SECTOR SPDR TR
-$196.1K
5,252
-21%
减持
AAPL
APPLE INC
-$180.0K
9,753
-0%
减持
APD
AIR PRODUCTS AND CHEMICALS I
+$177.1K
4,808
-3%
减持
KLAC
KLA CORP
+$174.7K
745
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$172.4K
26,740
+16%
减持
LRCX
LAM RESEARCH CORP
+$169.0K
4,715
-4%
减持
GOOG
ALPHABET INC
-$163.9K
2,823
-9%
减持
SCHG
SCHWAB STRATEGIC TR
-$128.6K
11,190
-20%
减持
NVDA
NVIDIA CORPORATION
-$128.0K
2,719
-16%
减持
XLV
SELECT SECTOR SPDR TR
-$121.1K
4,301
-11%
减持
GLD
SPDR GOLD TR
+$117.2K
3,590
-2%
减持
ABBV
ABBVIE INC
-$114.2K
7,328
-2%
增持
DVY
ISHARES TR
+$111.3K
2,895
+25%
增持
BND
VANGUARD BD INDEX FDS
+$110.0K
7,367
+26%
减持
RFI
COHEN & STEERS TOTAL RETURN
-$108.7K
29,900
-25%
减持
KO
COCA COLA CO
+$107.5K
24,886
-3%
减持
CBOE
CBOE GLOBAL MKTS INC
+$106.6K
6,183
-5%
减持
META
META PLATFORMS INC
-$102.2K
487
-16%
增持
SCHO
SCHWAB STRATEGIC TR
-$84.5K
1,383,795
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$83.7K
3,356
-0%
增持
IEFA
ISHARES TR
+$73.4K
11,403
+6%
增持
SPYM
SPDR SERIES TRUST
-$70.2K
25,367
+1%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$69.7K
3,336
-15%
减持
LLY
ELI LILLY & CO
-$66.4K
380
-2%
减持
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$61.5K
39,285
-10%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$58.3K
703
-7%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$56.1K
5,668
+1%
减持
PG
PROCTER & GAMBLE CO
-$51.1K
10,797
-4%
增持
GOOGL
ALPHABET INC
-$48.0K
1,889
+0%
增持
SLV
ISHARES SILVER TR
+$42.3K
9,980
+1%
减持
ESGV
VANGUARD WORLD FD
-$41.3K
3,838
-2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$40.4K
12,256
-6%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$34.5K
31,242
-3%
增持
IXUS
ISHARES TR
+$32.3K
3,670
+9%
增持
VTI
VANGUARD INDEX FDS
+$28.4K
3,483
+7%
减持
HD
HOME DEPOT INC
-$23.7K
1,290
-1%
增持
PNOV
INNOVATOR ETFS TRUST
+$20.3K
9,700
+8%
减持
WSO
WATSCO INC
+$19.0K
2,843
-6%
减持
XEL
XCEL ENERGY INC
+$18.9K
4,612
-2%
减持
VYM
VANGUARD WHITEHALL FDS
+$17.8K
5,509
-1%
减持
IWM
ISHARES TR
-$16.3K
1,040
-7%
减持
VOO
VANGUARD INDEX FDS
-$16.1K
507
-0%
减持
RSG
REPUBLIC SVCS INC
+$10.5K
6,436
-3%
减持
FTNT
FORTINET INC
-$5.1K
17,064
-3%
增持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$5.0K
33,786
+0%
减持
WMT
WALMART INC
+$4.3K
4,918
-10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.4K
2,167
+2%
