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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 143 项
建仓 13
增持 71
减持 53
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
USMV
ISHARES TR
-$3.3M
92,611
-34%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.1M
212,886
+48%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.9M
36,571
+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。
增持
QUAL
ISHARES TR
+$1.9M
148,213
+2%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.7M
269,706
+22%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.6M
348,635
+17%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.6M
199,982
+8%
减持
DFUS
DIMENSIONAL ETF TRUST
+$1.5M
537,710
-0%
减持
AAPL
APPLE INC
+$1.5M
46,062
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.4M
774,411
-5%
增持
IJH
ISHARES TR
+$1.4M
103,124
+2%
减持
MTUM
ISHARES TR
-$1.3M
77,483
-7%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.3M
127,091
+13%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.2M
168,607
+26%
建仓
TSLA
TESLA INC
+$943.3K
4,547
增持
IVV
ISHARES TR
+$931.8K
14,717
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$906.3K
19,095
+6%
减持
DFAT
DIMENSIONAL ETF TRUST
-$812.6K
684,819
-4%
建仓
—
ISHARES TR
+$782.0K
31,880
增持
ITOT
ISHARES TR
+$731.4K
105,882
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$686.9K
117,561
+19%
增持
AMZN
AMAZON COM INC
+$660.0K
15,317
+40%
增持
—
ISHARES TR
+$624.6K
52,371
+89%
增持
—
ISHARES TR
+$598.3K
46,450
+109%
增持
DFAE
DIMENSIONAL ETF TRUST
+$568.2K
128,602
+18%
增持
DFIV
DIMENSIONAL ETF TRUST
+$566.0K
180,733
+4%
建仓
BSVO
EA SERIES TRUST
+$530.4K
30,254
增持
XLK
SELECT SECTOR SPDR TR
+$523.0K
12,185
+15%
增持
IWF
ISHARES TR
+$512.4K
8,800
+15%
增持
DFAS
DIMENSIONAL ETF TRUST
+$510.2K
271,372
+1%
增持
DFSD
DIMENSIONAL ETF TRUST
+$482.8K
48,292
+26%
增持
AGG
ISHARES TR
+$409.0K
34,754
+10%
建仓
AVGE
AMERICAN CENTY ETF TR
+$375.3K
6,493
减持
MSFT
MICROSOFT CORP
+$360.0K
16,299
-10%
减持
DFAX
DIMENSIONAL ETF TRUST
-$342.9K
87,060
-20%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$331.2K
46,146
-10%
减持
IOT
SAMSARA INC
-$305.6K
15,516
-68%
建仓
AVLV
AMERICAN CENTY ETF TR
+$291.4K
5,702
清仓
NOW
SERVICENOW INC
-$289.6K
0
-100%
增持
IQLT
ISHARES TR
+$285.2K
95,051
+0%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$270.3K
12,577
增持
IWD
ISHARES TR
+$261.8K
6,977
+32%
增持
JNJ
JOHNSON & JOHNSON
-$258.0K
14,901
+3%
减持
LQD
ISHARES TR
-$249.4K
5,237
-33%
清仓
TEAM
ATLASSIAN CORPORATION
-$236.4K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC
+$229.9K
2,403
增持
IWV
ISHARES TR
+$229.8K
10,363
+3%
建仓
EAOA
ISHARES TR
+$225.9K
7,650
增持
VOO
VANGUARD INDEX FDS
+$221.8K
5,970
+4%
建仓
PKG
PACKAGING CORP AMER
+$211.9K
1,526
减持
VTV
VANGUARD INDEX FDS
-$211.1K
53,631
-1%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$211.1K
5,000
增持
AVUV
AMERICAN CENTY ETF TR
+$208.0K
58,831
+6%
建仓
ADI
ANALOG DEVICES INC
+$204.9K
1,039
清仓
DE
DEERE & CO
-$204.6K
0
-100%
建仓
CRM
SALESFORCE INC
+$204.2K
1,022
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$201.8K
2,976
清仓
IWM
ISHARES TR
-$201.3K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$200.4K
0
-100%
减持
—
EXXON MOBIL CORP
-$193.6K
14,475
-10%
增持
XLF
SELECT SECTOR SPDR TR
+$190.3K
21,134
+48%
减持
QQQ
INVESCO QQQ TR
+$179.8K
9,494
-12%
增持
IEFA
ISHARES TR
+$170.0K
27,011
+2%
减持
IJR
ISHARES TR
+$163.7K
123,076
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$158.8K
1,890,448
-4%
增持
EFV
ISHARES TR
+$155.0K
50,492
+1%
减持
IJS
ISHARES TR
+$147.0K
99,451
-1%
清仓
F
FORD MTR CO DEL
-$146.2K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$145.5K
8,729
+22%
减持
VUG
VANGUARD INDEX FDS
+$141.3K
4,126
-1%
增持
IVE
ISHARES TR
+$138.0K
19,038
+0%
减持
ABBV
ABBVIE INC
-$135.0K
6,893
-10%
减持
TD
TORONTO DOMINION BK ONT
-$133.2K
4,342
-29%
增持
AVEM
AMERICAN CENTY ETF TR
+$122.2K
24,114
+5%
减持
VNQ
VANGUARD INDEX FDS
-$109.9K
25,766
-6%
增持
BX
BLACKSTONE INC
+$109.2K
6,093
+6%
增持
PANW
PALO ALTO NETWORKS INC
+$107.7K
1,784
+0%
减持
IWN
ISHARES TR
-$105.8K
5,091
-12%
减持
MRK
MERCK & CO INC
-$99.8K
4,032
-15%
减持
CVS
CVS HEALTH CORP
-$99.7K
3,947
-6%
减持
HD
HOME DEPOT INC
-$97.2K
2,610
-5%
增持
DFNM
DIMENSIONAL ETF TRUST
+$96.0K
14,944
+14%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$90.6K
1,789
-14%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$85.3K
8,204
+12%
减持
XLE
SELECT SECTOR SPDR TR
-$82.2K
12,448
-2%
增持
USHY
ISHARES TR
+$78.0K
31,932
+4%
增持
INTC
INTEL CORP
+$77.0K
10,622
+4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$75.7K
13,849
-11%
减持
BSV
VANGUARD BD INDEX FDS
-$75.5K
19,542
-6%
减持
GOOGL
ALPHABET INC
+$73.0K
4,940
-1%
减持
VTI
VANGUARD INDEX FDS
+$72.4K
15,035
-4%
减持
PFE
PFIZER INC
-$70.2K
5,920
-3%
增持
DIS
DISNEY WALT CO
+$68.9K
4,939
+1%
减持
IWP
ISHARES TR
+$65.5K
14,328
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$63.3K
12,320
+2%
减持
HYG
ISHARES TR
-$62.3K
5,678
-15%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$60.4K
22,193
-1%
增持
EFA
ISHARES TR
+$60.3K
8,575
+2%
增持
DEHP
DIMENSIONAL ETF TRUST
+$57.4K
16,771
+10%
减持
BA
BOEING CO
+$54.8K
2,514
-0%
增持
VV
VANGUARD INDEX FDS
+$54.4K
1,893
+10%
增持
VLY
VALLEY NATL BANCORP
-$51.9K
26,333
+1%
增持
PRU
PRUDENTIAL FINL INC
-$49.6K
2,990
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$47.7K
4,929
+0%
增持
VO
VANGUARD INDEX FDS
+$46.2K
6,393
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$45.6K
6,633
+1%
减持
MCD
MCDONALDS CORP
+$40.0K
3,118
-1%
增持
IXUS
ISHARES TR
+$39.2K
9,439
+0%
增持
SPYD
SPDR SER TR
-$39.2K
35,051
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$38.6K
17,490
+2%
增持
ABT
ABBOTT LABS
-$38.6K
4,534
+0%
增持
MGK
VANGUARD WORLD FD
+$38.4K
1,182
+0%
增持
FLOT
ISHARES TR
+$37.7K
13,734
+6%
增持
BIV
VANGUARD BD INDEX FDS
+$36.4K
7,865
+3%
减持
T
AT&T INC
-$33.6K
42,069
-8%
减持
JPM
JPMORGAN CHASE & CO
-$33.6K
4,270
-3%
减持
GLD
SPDR GOLD TR
-$33.3K
1,658
-17%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$33.1K
11,315
+100%
减持
UPS
UNITED PARCEL SERVICE INC
+$32.1K
1,604
-0%
减持
PFF
ISHARES TR
-$31.1K
115,887
-3%
增持
IVW
ISHARES TR
+$29.2K
5,280
+0%
增持
VPU
VANGUARD WORLD FDS
-$25.7K
5,191
+1%
增持
DVY
ISHARES TR
+$25.5K
10,448
+5%
增持
VB
VANGUARD INDEX FDS
+$25.0K
2,608
+2%
增持
AOA
ISHARES TR
+$24.4K
3,633
+5%
增持
AMGN
AMGEN INC
-$23.7K
1,156
+0%
减持
COST
COSTCO WHSL CORP NEW
-$22.5K
505
-16%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$21.2K
135,654
-4%
减持
VTIP
VANGUARD MALVERN FDS
-$20.9K
8,502
-7%
减持
HDV
ISHARES TR
-$20.1K
6,923
-0%
减持
JETS
ETF SER SOLUTIONS
+$19.3K
41,110
-6%
增持
MO
ALTRIA GROUP INC
+$18.7K
12,674
+6%
增持
VYMI
VANGUARD WHITEHALL FDS
+$17.1K
6,558
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$11.5K
12,092
+2%
增持
SCHV
SCHWAB STRATEGIC TR
+$10.8K
12,457
+2%
减持
EEM
ISHARES TR
+$7.0K
13,978
-3%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$6.9K
8,459
-1%
增持
VYM
VANGUARD WHITEHALL FDS
-$5.4K
4,003
+1%
减持
TIP
ISHARES TR
+$5.0K
2,006
-1%
增持
VUSB
VANGUARD BD INDEX FDS
+$3.6K
8,839
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.0K
4,029
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.9K
30,894
-3%
减持
SHY
ISHARES TR
-$1.0K
4,771
-1%
