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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 140 项
建仓 8
增持 53
减持 70
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TRUST
+$4.2M
317,880
+49%
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.0M
1,922,299
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.9M
57,112
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。
+56%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.4M
566,050
+5%
增持
QUAL
ISHARES TR
+$2.6M
155,618
+5%
增持
DIHP
DIMENSIONAL ETF TRUST
+$2.5M
367,100
+36%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.9M
401,838
+15%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.9M
213,581
+7%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.8M
86,772
+80%
减持
MTUM
ISHARES TR
-$1.6M
63,400
-18%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.5M
170,338
+45%
增持
IJH
ISHARES TR
+$1.5M
104,220
+1%
增持
AGG
ISHARES TR
+$1.4M
50,091
+44%
增持
—
ISHARES TR
+$1.4M
87,955
+176%
增持
ITOT
ISHARES TR
+$1.3M
111,232
+5%
减持
AAPL
APPLE INC
+$1.3M
45,744
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.1M
680,563
-1%
增持
—
ISHARES TR
+$1.0M
88,257
+90%
增持
DFAE
DIMENSIONAL ETF TRUST
+$969.9K
167,533
+30%
减持
DFUV
DIMENSIONAL ETF TRUST
+$774.0K
773,949
-0%
增持
DFAR
DIMENSIONAL ETF TRUST
+$744.9K
47,172
+275%
建仓
IBDR
ISHARES TR
+$648.9K
27,650
减持
VTV
VANGUARD INDEX FDS
-$638.5K
47,631
-11%
增持
VTI
VANGUARD INDEX FDS
+$631.0K
16,795
+12%
清仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$607.0K
0
-100%
建仓
FDMO
FIDELITY COVINGTON TRUST
+$569.9K
11,785
减持
DFAS
DIMENSIONAL ETF TRUST
+$555.7K
271,113
-0%
增持
AVDE
AMERICAN CENTY ETF TR
+$547.5K
135,811
+7%
建仓
XT
ISHARES TR
+$530.7K
9,545
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$504.9K
39,820
-14%
减持
MSFT
MICROSOFT CORP
+$501.0K
15,270
-6%
减持
QQQ
INVESCO QQQ TR
+$445.9K
9,455
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$444.4K
18,638
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$438.2K
61,785
+5%
清仓
HYG
ISHARES TR
-$429.0K
0
-100%
减持
IJS
ISHARES TR
-$415.4K
93,513
-6%
减持
PFF
ISHARES TR
-$412.5K
103,637
-11%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$411.7K
16,210
减持
AMZN
AMAZON COM INC
+$394.9K
15,166
-1%
清仓
BCE
BCE INC
-$370.4K
0
-100%
减持
T
AT&T INC
-$330.5K
30,052
-29%
减持
DFAU
DIMENSIONAL ETF TRUST
+$328.4K
167,124
-1%
减持
EFV
ISHARES TR
-$326.7K
43,393
-14%
减持
IJR
ISHARES TR
+$302.8K
122,472
-0%
减持
SPYD
SPDR SER TR
-$300.3K
27,822
-21%
建仓
NVDA
NVIDIA CORPORATION
+$296.5K
701
增持
AVGE
AMERICAN CENTY ETF TR
+$290.2K
11,088
+71%
清仓
AMGN
AMGEN INC
-$279.5K
0
-100%
增持
HDV
ISHARES TR
+$266.1K
9,623
+39%
增持
TSLA
TESLA INC
+$261.1K
4,601
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$248.0K
13,208
+7%
清仓
PRU
PRUDENTIAL FINL INC
-$247.4K
0
-100%
减持
IWD
ISHARES TR
-$241.0K
5,204
-25%
建仓
NOW
SERVICENOW INC
+$235.5K
419
减持
AB
ALLIANCEBERNSTEIN HLDG L P
-$235.3K
8,488
-39%
清仓
SUB
ISHARES TR
-$219.8K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$218.9K
4,411
+7%
增持
DFNM
DIMENSIONAL ETF TRUST
+$212.7K
19,624
+31%
建仓
DFIS
DIMENSIONAL ETF TRUST
+$211.6K
9,271
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$205.0K
807
清仓
BNY
BANK NEW YORK MELLON CORP
-$203.6K
0
-100%
增持
IVE
ISHARES TR
+$198.6K
19,157
+1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$180.7K
121,073
-11%
减持
DFAX
DIMENSIONAL ETF TRUST
-$179.7K
78,418
-10%
减持
ABBV
ABBVIE INC
-$178.0K
6,832
-1%
减持
IVV
ISHARES TR
+$164.8K
13,943
-5%
减持
META
META PLATFORMS INC
+$159.4K
2,707
-7%
减持
IWV
ISHARES TR
+$155.4K
10,197
-2%
减持
JNJ
JOHNSON & JOHNSON
+$145.5K
14,833
-0%
减持
USMV
ISHARES TR
-$122.1K
88,987
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$109.7K
11,533
-17%
减持
PANW
PALO ALTO NETWORKS INC
+$99.0K
1,782
-0%
增持
AVLV
AMERICAN CENTY ETF TR
+$98.6K
7,310
+28%
减持
—
NEW YORK CMNTY BANCORP INC
-$97.8K
17,175
-47%
减持
JETS
ETF SER SOLUTIONS
+$85.8K
39,760
-3%
增持
IQLT
ISHARES TR
+$84.8K
96,632
+2%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$78.2K
7,276
-11%
增持
SHY
ISHARES TR
+$75.2K
5,761
+21%
减持
AMAT
APPLIED MATLS INC
+$72.3K
3,596
-1%
减持
IWF
ISHARES TR
-$70.6K
7,557
-14%
增持
VB
VANGUARD INDEX FDS
+$68.4K
2,829
+8%
增持
IVW
ISHARES TR
+$67.6K
5,745
+9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$64.2K
12,103
+0%
减持
USHY
ISHARES TR
-$62.6K
30,384
-5%
增持
VO
VANGUARD INDEX FDS
+$61.0K
6,402
+0%
减持
TD
TORONTO DOMINION BK ONT
-$56.4K
3,285
-24%
减持
DFIV
DIMENSIONAL ETF TRUST
+$55.8K
179,021
-1%
减持
DIS
DISNEY WALT CO
-$54.7K
4,927
-0%
增持
AVEM
AMERICAN CENTY ETF TR
+$54.4K
24,712
+2%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$51.6K
9,263
+10%
减持
DVY
ISHARES TR
-$50.1K
10,364
-1%
减持
VOO
VANGUARD INDEX FDS
+$49.9K
5,635
-6%
清仓
—
PREDICTIVE ONCOLOGY INC
-$48.2K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$44.2K
19,194
-2%
减持
IOT
SAMSARA INC
-$42.5K
9,508
-39%
增持
MRK
MERCK & CO INC
+$36.5K
4,034
+0%
增持
ABT
ABBOTT LABS
+$35.3K
4,535
+0%
增持
—
EXXON MOBIL CORP
-$34.5K
14,479
+0%
减持
VUSB
VANGUARD BD INDEX FDS
-$34.2K
8,158
-8%
减持
GOOGL
ALPHABET INC
-$33.5K
4,001
-19%
增持
VLY
VALLEY NATL BANCORP
-$28.8K
27,674
+5%
减持
IWP
ISHARES TR
-$27.2K
13,220
-8%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$26.0K
6,567
-1%
减持
SUSA
ISHARES TR
+$24.9K
6,566
-2%
增持
IXUS
ISHARES TR
+$21.4K
9,680
+3%
减持
—
ISHARES TR
-$21.3K
51,320
-2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$20.4K
1,790
+0%
减持
TIP
ISHARES TR
-$20.4K
1,865
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$19.2K
21,292
-4%
增持
XLE
SELECT SECTOR SPDR TR
-$19.1K
12,467
+0%
减持
VBK
VANGUARD INDEX FDS
+$19.0K
2,057
-2%
增持
CSCO
CISCO SYS INC
+$17.7K
5,490
+8%
减持
MGK
VANGUARD WORLD FD
-$16.7K
956
-19%
增持
AOA
ISHARES TR
+$16.3K
3,728
+3%
减持
XLF
SELECT SECTOR SPDR TR
+$16.1K
20,634
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$16.1K
4,708
-4%
减持
EEM
ISHARES TR
-$14.8K
13,569
-3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$13.9K
6,649
+1%
减持
SCZ
ISHARES TR
-$13.7K
15,644
-1%
增持
EAOA
ISHARES TR
+$12.7K
7,750
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$11.8K
8,712
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.2K
3,681
-9%
增持
FLOT
ISHARES TR
+$9.2K
13,798
+0%
增持
MO
ALTRIA GROUP INC
+$9.1K
12,685
+0%
增持
EFA
ISHARES TR
+$8.5K
8,577
+0%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$8.4K
8,223
-2%
减持
COST
COSTCO WHSL CORP NEW
+$7.0K
479
-5%
减持
IEFA
ISHARES TR
-$6.7K
26,651
-1%
减持
VNQ
VANGUARD INDEX FDS
+$6.7K
25,686
-0%
增持
LQD
ISHARES TR
-$5.2K
5,260
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.3K
30,788
-0%
减持
HD
HOME DEPOT INC
-$4.0K
2,467
-5%
清仓
—
VBI VACCINES INC CDA
-$3.0K
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
-$2.9K
7,984
+2%
增持
VTEB
VANGUARD MUN BD FDS
-$2.4K
17,595
+1%
减持
PG
PROCTER AND GAMBLE CO
+$2.2K
3,300
-2%
减持
BX
BLACKSTONE INC
-$2.1K
5,734
-6%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.4K
3,968
-1%
减持
INTC
INTEL CORP
-$1.3K
10,340
-3%
减持
XLK
SELECT SECTOR SPDR TR
+$380
10,586
-13%
