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
SAX WEALTH ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SAX WEALTH ADVISORS, LLC
报告期 2026-03-31 · CIK 0001846150
持仓数
482
前50大市值合计
$1.55B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q2
22Q4 调仓
2021-06-30 → 2022-12-31 · 共 150 项
建仓 45
增持 19
减持 47
清仓 39
方向
标的
Δ市值
现股数(环比)
建仓
DFAC
DIMENSIONAL ETF TRUST
+$48.0M
1,977,339
建仓
DFAT
DIMENSIONAL ETF TRUST
+$31.3M
711,879
建仓
DFUV
DIMENSIONAL ETF TRUST
+$27.3M
815,408
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。
建仓
DFUS
DIMENSIONAL ETF TRUST
+$22.4M
538,517
建仓
DFAS
DIMENSIONAL ETF TRUST
+$13.8M
269,621
增持
AVUS
AMERICAN CENTY ETF TR
+$12.0M
184,827
+2337%
减持
IJS
ISHARES TR
-$7.3M
100,324
-36%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$7.1M
297,023
建仓
DFCF
DIMENSIONAL ETF TRUST
+$6.0M
143,998
建仓
AVDE
AMERICAN CENTY ETF TR
+$6.0M
112,342
减持
BSV
VANGUARD BD INDEX FDS
-$5.7M
20,859
-76%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$5.3M
172,995
建仓
DIHP
DIMENSIONAL ETF TRUST
+$4.9M
220,661
增持
IJH
ISHARES TR
+$4.8M
101,038
+39%
建仓
AVUV
AMERICAN CENTY ETF TR
+$4.1M
55,684
减持
IXUS
ISHARES TR
-$4.1M
9,426
-85%
增持
USMV
ISHARES TR
+$3.9M
139,797
+66%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.8M
31,946
-66%
减持
LQD
ISHARES TR
-$3.3M
7,810
-75%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$3.3M
51,189
-41%
减持
JETS
ETF SER SOLUTIONS
-$3.2M
43,711
-74%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.9M
133,555
+467%
减持
VNQ
VANGUARD INDEX FDS
-$2.8M
27,274
-45%
减持
MTUM
ISHARES TR
-$2.8M
82,918
-3%
增持
AGG
ISHARES TR
+$2.8M
31,486
+1267%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$2.5M
99,097
建仓
DFAE
DIMENSIONAL ETF TRUST
+$2.4M
108,983
减持
SPY
SPDR S&P 500 ETF TR
-$2.4M
18,071
-17%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$2.4M
108,820
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
14,535
+999%
清仓
IGSB
ISHARES TR
-$2.2M
0
-100%
减持
SCZ
ISHARES TR
-$2.2M
15,734
-63%
减持
EEM
ISHARES TR
-$2.2M
14,368
-71%
减持
DIS
DISNEY WALT CO
-$2.0M
4,899
-64%
减持
IWN
ISHARES TR
-$2.0M
5,793
-65%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.9M
17,545
建仓
DFSD
DIMENSIONAL ETF TRUST
+$1.8M
38,414
增持
AAPL
APPLE INC
+$1.8M
47,092
+48%
减持
IQLT
ISHARES TR
-$1.6M
94,784
-21%
减持
IEFA
ISHARES TR
-$1.6M
26,536
-38%
增持
IJR
ISHARES TR
-$1.5M
124,026
+6%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.5M
0
-100%
减持
EFAV
ISHARES TR
-$1.5M
3,610
-84%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.5M
3,953
-78%
减持
QQQ
INVESCO QQQ TR
-$1.2M
10,768
-7%
减持
T
AT&T INC
-$1.2M
45,815
-34%
清仓
TWLO
TWILIO INC
-$1.2M
0
-100%
建仓
AVEM
AMERICAN CENTY ETF TR
+$1.2M
22,858
减持
EFV
ISHARES TR
-$1.1M
50,031
-24%
增持
QUAL
ISHARES TR
-$1.0M
144,985
+10%
清仓
MINT
PIMCO ETF TR
-$986.0K
0
-100%
清仓
RWX
SPDR INDEX SHS FDS
-$973.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$966.0K
22,445
-39%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$878.3K
7,157
-53%
建仓
HD
HOME DEPOT INC
+$867.6K
2,747
增持
PFF
ISHARES TR
-$855.9K
119,525
+4%
建仓
VTEB
VANGUARD MUN BD FDS
+$847.5K
17,124
减持
HYG
ISHARES TR
-$832.7K
6,672
-56%
建仓
SCHV
SCHWAB STRATEGIC TR
+$806.2K
12,211
建仓
VPU
VANGUARD WORLD FDS
+$791.5K
5,161
减持
IWV
ISHARES TR
-$776.3K
10,013
-14%
清仓
—
ATLASSIAN CORP PLC
-$761.0K
0
-100%
减持
NFLX
NETFLIX INC
-$753.0K
919
-53%
清仓
CRM
SALESFORCE COM INC
-$730.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$726.0K
0
-100%
减持
DVY
ISHARES TR
-$709.2K
9,940
-39%
清仓
ARKK
ARK ETF TR
-$709.0K
0
-100%
建仓
—
ISHARES TR
+$694.6K
27,751
减持
PGX
INVESCO EXCH TRADED FD TR II
-$674.4K
141,194
-4%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$659.6K
7,320
-44%
减持
IWF
ISHARES TR
-$653.4K
7,644
-9%
减持
—
EXXON MOBIL CORP
+$652.9K
16,146
-10%
增持
USHY
ISHARES TR
+$651.2K
30,618
+215%
清仓
NEE
NEXTERA ENERGY INC
-$640.0K
0
-100%
增持
ABBV
ABBVIE INC
+$637.5K
7,633
+44%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$626.0K
13,094
建仓
TMUS
T-MOBILE US INC
+$616.1K
4,400
建仓
IOT
SAMSARA INC
+$611.6K
49,202
减持
XLF
SELECT SECTOR SPDR TR
-$584.8K
14,304
-51%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$565.2K
6,557
减持
VO
VANGUARD INDEX FDS
-$546.9K
6,389
-18%
建仓
—
ISHARES TR
+$544.0K
22,275
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$505.0K
4,037
+51%
清仓
PPL
PPL CORP
-$478.0K
0
-100%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$453.0K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$435.0K
0
-100%
建仓
VUSB
VANGUARD BD INDEX FDS
+$431.7K
8,810
减持
SPYD
SPDR SER TR
-$429.9K
34,641
-23%
建仓
VTIP
VANGUARD MALVERN FDS
+$427.5K
9,152
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$414.0K
0
-100%
减持
IVW
ISHARES TR
-$400.9K
5,267
-46%
减持
XLK
SELECT SECTOR SPDR TR
-$387.9K
10,584
-8%
清仓
—
LAM RESEARCH CORP
-$386.0K
0
-100%
清仓
—
PEOPLES UNITED FINANCIAL INC
-$384.0K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
+$367.3K
12,728
-8%
增持
PM
PHILIP MORRIS INTL INC
+$364.4K
6,812
+108%
清仓
VBR
VANGUARD INDEX FDS
-$340.0K
0
-100%
建仓
DEHP
DIMENSIONAL ETF TRUST
+$338.9K
15,246
增持
PEP
PEPSICO INC
+$336.5K
3,346
+85%
清仓
WDAY
WORKDAY INC
-$330.0K
0
-100%
减持
INTC
INTEL CORP
-$322.0K
10,215
-3%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$320.9K
14,356
减持
BIV
VANGUARD BD INDEX FDS
-$319.9K
7,631
-23%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$315.9K
12,079
-13%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$310.0K
0
-100%
建仓
AMGN
AMGEN INC
+$303.2K
1,154
增持
CVX
CHEVRON CORP NEW
+$300.9K
2,830
+44%
清仓
NVDA
NVIDIA CORPORATION
-$300.0K
0
-100%
建仓
PRU
PRUDENTIAL FINL INC
+$296.9K
2,985
减持
VYMI
VANGUARD WHITEHALL FDS
-$295.8K
6,533
-35%
减持
GLD
SPDR GOLD TR
-$292.9K
1,987
-48%
建仓
MPC
MARATHON PETE CORP
+$281.3K
2,417
建仓
UPS
UNITED PARCEL SERVICE INC
+$279.0K
1,605
清仓
SNPS
SYNOPSYS INC
-$278.0K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$273.4K
599
清仓
PYPL
PAYPAL HLDGS INC
-$267.0K
0
-100%
增持
META
META PLATFORMS INC
-$266.3K
2,914
+64%
减持
VZ
VERIZON COMMUNICATIONS INC
-$265.7K
15,592
-1%
减持
EFA
ISHARES TR
-$261.0K
8,425
-18%
清仓
ORCL
ORACLE CORP
-$256.0K
0
-100%
清仓
IBB
ISHARES TR
-$250.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$248.7K
1,782
增持
IVV
ISHARES TR
-$248.0K
13,321
+7%
清仓
BHK
BLACKROCK CORE BD TR
-$248.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$240.2K
15,672
+27%
清仓
VXF
VANGUARD INDEX FDS
-$239.0K
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$236.7K
2,096
-8%
建仓
TEAM
ATLASSIAN CORPORATION
+$236.4K
1,837
清仓
IDV
ISHARES TR
-$236.0K
0
-100%
清仓
PKG
PACKAGING CORP AMER
-$234.0K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$233.0K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$231.0K
0
-100%
清仓
UAL
UNITED AIRLS HLDGS INC
-$229.0K
0
-100%
清仓
—
CARNIVAL CORP
-$229.0K
0
-100%
清仓
MRNA
MODERNA INC
-$228.0K
0
-100%
清仓
VIOO
VANGUARD ADMIRAL FDS INC
-$226.0K
0
-100%
清仓
GLW
CORNING INC
-$226.0K
0
-100%
建仓
NUE
NUCOR CORP
+$224.1K
1,700
建仓
SHEL
SHELL PLC
+$223.2K
3,919
清仓
VXUS
VANGUARD STAR FDS
-$222.0K
0
-100%
建仓
SUB
ISHARES TR
+$219.0K
2,100
建仓
TIP
ISHARES TR
+$216.1K
2,031
建仓
SCHC
SCHWAB STRATEGIC TR
+$214.1K
6,803
减持
VTV
VANGUARD INDEX FDS
-$213.0K
54,271
-5%
清仓
—
MEDTRONIC PLC
-$211.0K
0
-100%
建仓
SPH
SUBURBAN PROPANE PARTNERS L
+$208.6K
13,742
清仓
CL
COLGATE PALMOLIVE CO
-$207.0K
0
-100%
建仓
AOA
ISHARES TR
+$206.6K
3,458
减持
IWD
ISHARES TR
-$206.5K
5,279
-17%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$206.0K
0
-100%