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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 76
减持 48
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
MTUM
ISHARES TR
-$3.1M
43,420
-32%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.7M
77,169
+35%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.5M
390,685
+23%
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
DFUS
DIMENSIONAL ETF TRUST
+$2.4M
636,117
+12%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.3M
136,503
+57%
减持
AGG
ISHARES TR
-$1.9M
31,827
-36%
减持
USMV
ISHARES TR
-$1.4M
72,170
-19%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.4M
468,227
+17%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.2M
66,786
+312%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.2M
437,591
+19%
增持
IJH
ISHARES TR
-$1.1M
104,821
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.0M
216,987
+27%
增持
QUAL
ISHARES TR
+$1.0M
166,872
+7%
增持
AAPL
APPLE INC
-$988.0K
46,054
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
-$977.5K
1,954,690
+2%
增持
IBDR
ISHARES TR
+$939.9K
68,087
+146%
减持
IJS
ISHARES TR
-$834.5K
90,312
-3%
减持
IJR
ISHARES TR
-$698.2K
121,977
-0%
建仓
MUB
ISHARES TR
+$593.9K
5,792
增持
DFAR
DIMENSIONAL ETF TRUST
+$581.6K
81,800
+73%
增持
AVUS
AMERICAN CENTY ETF TR
+$576.1K
227,072
+6%
增持
MSFT
MICROSOFT CORP
+$546.3K
18,199
+19%
清仓
BKNG
BOOKING HOLDINGS INC
-$478.0K
0
-100%
增持
—
ISHARES TR
+$471.9K
107,354
+22%
建仓
ARMK
ARAMARK
+$447.3K
12,891
减持
DFUV
DIMENSIONAL ETF TRUST
-$432.3K
772,161
-0%
增持
—
EXXON MOBIL CORP
+$426.4K
16,833
+16%
清仓
VUSB
VANGUARD BD INDEX FDS
-$401.0K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$396.6K
5,605
增持
ITOT
ISHARES TR
-$345.4K
111,876
+1%
增持
XT
ISHARES TR
+$337.0K
16,620
+74%
增持
NVDA
NVIDIA CORPORATION
+$332.0K
1,445
+106%
增持
IVV
ISHARES TR
+$327.0K
15,233
+9%
减持
AVDE
AMERICAN CENTY ETF TR
-$326.0K
134,224
-1%
减持
VTV
VANGUARD INDEX FDS
-$310.3K
46,822
-2%
增持
AMZN
AMAZON COM INC
+$297.6K
17,893
+18%
清仓
UPS
UNITED PARCEL SERVICE INC
-$287.5K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$280.2K
18,671
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
-$280.0K
277,711
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$278.6K
24,836
-19%
建仓
COP
CONOCOPHILLIPS
+$275.1K
2,296
建仓
CPNG
COUPANG INC
+$264.9K
15,584
减持
VNQ
VANGUARD INDEX FDS
-$261.7K
24,908
-3%
建仓
IWR
ISHARES TR
+$261.0K
3,769
建仓
FISV
FISERV INC
+$259.8K
2,299
建仓
MOAT
VANECK ETF TRUST
+$257.2K
3,391
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$249.8K
36,765
-8%
建仓
IWM
ISHARES TR
+$249.5K
1,412
建仓
VBR
VANGUARD INDEX FDS
+$240.2K
1,506
减持
LQD
ISHARES TR
-$238.7K
3,236
-38%
建仓
IBDS
ISHARES TR
+$232.6K
10,050
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$227.0K
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$224.9K
1,157
-44%
建仓
AVGO
BROADCOM INC
+$221.3K
266
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$218.3K
0
-100%
清仓
CRM
SALESFORCE INC
-$215.9K
0
-100%
减持
DFNM
DIMENSIONAL ETF TRUST
-$214.4K
15,499
-21%
建仓
—
LAM RESEARCH CORP
+$212.3K
339
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$207.5K
0
-100%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$206.8K
0
-100%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$205.0K
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$203.7K
0
-100%
增持
FLOT
ISHARES TR
+$202.9K
17,767
+29%
增持
DFAE
DIMENSIONAL ETF TRUST
+$202.7K
183,121
+9%
清仓
ADI
ANALOG DEVICES INC
-$202.4K
0
-100%
清仓
TIP
ISHARES TR
-$200.7K
0
-100%
增持
IWD
ISHARES TR
+$188.9K
6,654
+28%
增持
DFIV
DIMENSIONAL ETF TRUST
+$184.8K
185,948
+4%
减持
PANW
PALO ALTO NETWORKS INC
-$183.7K
1,159
-35%
减持
IWP
ISHARES TR
-$179.6K
12,018
-9%
增持
CVX
CHEVRON CORP NEW
+$174.4K
3,675
+30%
增持
DFAU
DIMENSIONAL ETF TRUST
+$171.1K
178,642
+7%
增持
—
ISHARES TR
+$156.3K
94,183
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$156.1K
63,518
+3%
减持
IVE
ISHARES TR
-$146.2K
19,122
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
-$146.0K
687,793
+1%
减持
IWF
ISHARES TR
-$141.3K
7,287
-4%
减持
VO
VANGUARD INDEX FDS
-$138.2K
6,105
-5%
减持
DVY
ISHARES TR
-$135.6K
9,649
-7%
增持
XLE
SELECT SECTOR SPDR TR
+$120.2K
12,525
+0%
增持
GOOGL
ALPHABET INC
+$112.7K
4,521
+13%
减持
—
ISHARES TR
-$109.5K
46,860
-9%
增持
XLK
SELECT SECTOR SPDR TR
+$107.3K
11,881
+12%
增持
TMUS
T-MOBILE US INC
+$107.2K
5,130
+17%
增持
BX
BLACKSTONE INC
+$103.8K
5,944
+4%
增持
IQLT
ISHARES TR
-$101.6K
99,330
+3%
增持
VTI
VANGUARD INDEX FDS
-$100.4K
16,945
+1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$98.1K
8,466
-9%
增持
ABBV
ABBVIE INC
+$98.1K
6,834
+0%
减持
IEFA
ISHARES TR
-$98.1K
26,431
-1%
减持
DFAX
DIMENSIONAL ETF TRUST
-$97.8K
76,826
-2%
增持
MCD
MCDONALDS CORP
-$87.7K
3,199
+3%
减持
BIV
VANGUARD BD INDEX FDS
-$87.1K
7,102
-11%
增持
IWV
ISHARES TR
-$86.3K
10,237
+0%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$82.1K
11,142
减持
AVLV
AMERICAN CENTY ETF TR
-$81.3K
5,860
-20%
增持
DFIS
DIMENSIONAL ETF TRUST
+$81.1K
13,340
+44%
增持
VPU
VANGUARD WORLD FDS
-$72.1K
5,221
+1%
增持
QQQ
INVESCO QQQ TR
-$71.3K
9,550
+1%
减持
EFV
ISHARES TR
-$69.0K
41,991
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$68.7K
18,383
-4%
减持
USHY
ISHARES TR
-$68.3K
28,932
-5%
减持
PM
PHILIP MORRIS INTL INC
-$66.7K
6,462
-5%
减持
IXUS
ISHARES TR
-$65.7K
9,010
-7%
增持
JNJ
JOHNSON & JOHNSON
-$64.7K
15,347
+3%
减持
VTC
VANGUARD SCOTTSDALE FDS
-$64.2K
6,712
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$64.0K
3,766
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$56.9K
23,792
+12%
减持
AVEM
AMERICAN CENTY ETF TR
-$56.4K
24,122
-2%
减持
EFA
ISHARES TR
-$53.8K
8,242
-4%
增持
ABT
ABBOTT LABS
-$53.5K
4,552
+0%
减持
SCZ
ISHARES TR
-$52.5K
15,409
-2%
减持
EEM
ISHARES TR
-$50.3K
12,819
-6%
减持
VTIP
VANGUARD MALVERN FDS
-$50.2K
7,465
-12%
增持
SPYD
SPDR SER TR
-$49.3K
28,011
+1%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$48.8K
121,261
+0%
减持
VB
VANGUARD INDEX FDS
-$48.7K
2,719
-4%
增持
IVOO
VANGUARD ADMIRAL FDS INC
-$45.0K
11,321
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$45.0K
3,638
-8%
减持
PG
PROCTER AND GAMBLE CO
-$44.2K
3,130
-5%
减持
DIS
DISNEY WALT CO
-$42.4K
4,905
-0%
增持
JPM
JPMORGAN CHASE & CO
+$41.5K
4,568
+7%
增持
META
META PLATFORMS INC
+$40.5K
2,723
+1%
增持
VUG
VANGUARD INDEX FDS
+$36.2K
4,716
+7%
减持
FDMO
FIDELITY COVINGTON TRUST
-$35.7K
11,445
-3%
增持
INTC
INTEL CORP
+$34.6K
10,700
+3%
增持
PFF
ISHARES TR
-$33.9K
105,195
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$33.7K
14,024
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
-$33.4K
12,203
+6%
增持
MO
ALTRIA GROUP INC
-$32.7K
12,888
+2%
增持
VTEB
VANGUARD MUN BD FDS
-$31.9K
17,707
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$26.6K
7,120
+8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$25.3K
8,728
+0%
增持
CSCO
CISCO SYS INC
+$21.6K
5,686
+4%
减持
PKG
PACKAGING CORP AMER
+$20.4K
1,446
-5%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$19.1K
1,781
-1%
增持
TSLA
TESLA INC
-$17.4K
4,744
+3%
减持
EAOA
ISHARES TR
-$15.3K
7,600
-2%
增持
PFE
PFIZER INC
+$14.2K
6,975
+18%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$14.2K
13,580
+12%
减持
SHY
ISHARES TR
-$14.0K
5,596
-3%
增持
CVS
CVS HEALTH CORP
+$13.6K
4,103
+4%
增持
AVGE
AMERICAN CENTY ETF TR
+$13.4K
11,543
+4%
增持
NFLX
NETFLIX INC
-$9.8K
1,046
+14%
减持
VLY
VALLEY NATL BANCORP
+$9.1K
26,124
-6%
增持
T
AT&T INC
+$8.5K
32,476
+8%
减持
COST
COSTCO WHSL CORP NEW
+$7.3K
469
-2%
增持
MRK
MERCK & CO INC
+$5.9K
4,579
+14%
增持
VYMI
VANGUARD WHITEHALL FDS
-$5.5K
6,701
+1%
增持
MGK
VANGUARD WORLD FD
-$4.6K
972
+2%
