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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 18
增持 82
减持 43
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$11.3M
788,488
+24%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.4M
2,037,924
+4%
增持
DUHP
DIMENSIONAL ETF TRUST
+$6.4M
645,859
+38%
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
DFCF
DIMENSIONAL ETF TRUST
+$6.2M
518,912
+33%
增持
QUAL
ISHARES TR
+$6.1M
191,246
+15%
增持
DFAT
DIMENSIONAL ETF TRUST
+$5.6M
706,644
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.6M
391,622
+80%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.4M
99,472
+29%
增持
DFSD
DIMENSIONAL ETF TRUST
+$4.8M
236,612
+73%
增持
DIHP
DIMENSIONAL ETF TRUST
+$4.1M
553,601
+27%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.2M
257,231
+44%
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.0M
294,691
+6%
增持
ITOT
ISHARES TR
+$2.9M
127,922
+14%
增持
FLOT
ISHARES TR
+$2.8M
72,441
+308%
建仓
PFXF
VANECK ETF TRUST
+$2.7M
155,848
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.6M
776,786
+1%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.4M
175,228
+114%
减持
USMV
ISHARES TR
-$2.0M
40,743
-44%
减持
MTUM
ISHARES TR
-$2.0M
26,100
-40%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.9M
132,345
+98%
增持
IJR
ISHARES TR
+$1.9M
123,906
+2%
增持
IBDS
ISHARES TR
+$1.8M
86,677
+762%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
8,347
+122%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
20,265
+9%
减持
PFF
ISHARES TR
-$1.6M
51,557
-51%
增持
IBDR
ISHARES TR
+$1.3M
121,889
+79%
增持
MSFT
MICROSOFT CORP
+$1.3M
18,684
+3%
清仓
—
ISHARES TR
-$1.2M
0
-100%
减持
IJS
ISHARES TR
+$1.1M
89,327
-1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$1.1M
16,055
-87%
增持
AAPL
APPLE INC
+$1.0M
46,371
+1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.0M
206,291
+11%
减持
IJH
ISHARES TR
+$957.2K
97,760
-7%
增持
AVUV
AMERICAN CENTY ETF TR
+$878.5K
64,919
+2%
减持
AVUS
AMERICAN CENTY ETF TR
+$871.2K
214,672
-5%
减持
AGG
ISHARES TR
-$807.8K
22,018
-31%
减持
TSLA
TESLA INC
-$718.2K
1,887
-60%
减持
VTV
VANGUARD INDEX FDS
-$714.4K
38,419
-18%
增持
CPNG
COUPANG INC
+$703.7K
59,831
+284%
减持
BSV
VANGUARD BD INDEX FDS
-$687.8K
9,011
-51%
增持
—
ISHARES TR
+$681.3K
133,179
+24%
建仓
FENI
FIDELITY COVINGTON TRUST
+$660.5K
24,926
减持
IVV
ISHARES TR
+$645.6K
15,048
-1%
增持
DFIS
DIMENSIONAL ETF TRUST
+$587.5K
36,418
+173%
减持
—
EXXON MOBIL CORP
-$578.7K
14,008
-17%
增持
MUB
ISHARES TR
+$577.9K
10,809
+87%
增持
IWF
ISHARES TR
+$536.9K
8,164
+12%
建仓
QQQE
DIREXION SHS ETF TR
+$499.8K
5,905
增持
AMZN
AMAZON COM INC
+$465.4K
18,033
+1%
增持
VOO
VANGUARD INDEX FDS
+$437.1K
6,248
+7%
减持
AVDE
AMERICAN CENTY ETF TR
+$434.6K
130,798
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$403.8K
30,491
-17%
增持
IVE
ISHARES TR
+$387.0K
19,143
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$339.4K
11,882
+0%
清仓
LQD
ISHARES TR
-$330.1K
0
-100%
增持
DIS
DISNEY WALT CO
+$320.3K
7,950
+62%
增持
MCD
MCDONALDS CORP
+$316.6K
3,910
+22%
减持
VTI
VANGUARD INDEX FDS
+$312.0K
16,488
-3%
增持
META
META PLATFORMS INC
+$304.6K
3,170
+16%
增持
IWV
ISHARES TR
+$301.2K
10,264
+0%
增持
DFNM
DIMENSIONAL ETF TRUST
+$298.4K
20,999
+35%
减持
QQQ
INVESCO QQQ TR
+$295.8K
9,077
-5%
减持
ABBV
ABBVIE INC
-$295.0K
4,669
-32%
清仓
CVS
CVS HEALTH CORP
-$286.5K
0
-100%
增持
—
ISHARES TR
+$281.1K
104,788
+11%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$276.4K
2,946
减持
MO
ALTRIA GROUP INC
-$262.3K
6,932
-46%
增持
VUG
VANGUARD INDEX FDS
+$253.0K
4,945
+5%
建仓
DISV
DIMENSIONAL ETF TRUST
+$252.4K
9,789
增持
NFLX
NETFLIX INC
+$248.2K
1,321
+26%
建仓
—
FRONTIER COMMUNICATIONS PARE
+$245.1K
9,672
建仓
SPMD
SPDR SER TR
+$244.8K
5,025
清仓
IOT
SAMSARA INC
-$239.7K
0
-100%
清仓
EFAV
ISHARES TR
-$235.4K
0
-100%
减持
HD
HOME DEPOT INC
-$233.5K
1,544
-39%
建仓
BNY
BANK NEW YORK MELLON CORP
+$233.2K
4,481
建仓
TRV
TRAVELERS COMPANIES INC
+$230.2K
1,208
建仓
—
TE CONNECTIVITY LTD
+$224.8K
1,600
清仓
SPH
SUBURBAN PROPANE PARTNERS L
-$220.6K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$219.4K
1,171
清仓
SLYV
SPDR SER TR
-$219.1K
0
-100%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$218.6K
807
建仓
DCOR
DIMENSIONAL ETF TRUST
+$218.0K
4,077
建仓
ADBE
ADOBE INC
+$216.6K
363
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$214.3K
2,976
建仓
VGT
VANGUARD WORLD FDS
+$213.0K
440
建仓
LLY
ELI LILLY & CO
+$212.8K
365
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$211.1K
14,027
+0%
建仓
ADI
ANALOG DEVICES INC
+$210.1K
1,058
增持
GOOG
ALPHABET INC
+$183.5K
9,161
+9%
减持
VNQ
VANGUARD INDEX FDS
+$179.2K
23,357
-6%
增持
EFV
ISHARES TR
+$168.6K
42,672
+2%
增持
VO
VANGUARD INDEX FDS
+$163.8K
6,169
+1%
增持
INTC
INTEL CORP
+$157.7K
10,709
+0%
增持
IWD
ISHARES TR
+$154.0K
7,045
+6%
增持
DFAX
DIMENSIONAL ETF TRUST
+$146.2K
76,837
+0%
增持
BX
BLACKSTONE INC
+$141.6K
5,946
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$138.6K
7,030
+25%
增持
DFIC
DIMENSIONAL ETF TRUST
+$138.5K
18,556
+29%
增持
XT
ISHARES TR
+$136.9K
16,781
+1%
减持
DFAE
DIMENSIONAL ETF TRUST
+$130.3K
176,830
-3%
增持
SPYD
SPDR SER TR
+$123.9K
28,227
+1%
减持
IEFA
ISHARES TR
+$120.7K
25,893
-2%
减持
CVX
CHEVRON CORP NEW
-$110.0K
3,417
-7%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$108.2K
11,335
+0%
增持
IXUS
ISHARES TR
+$101.3K
9,885
+10%
减持
IWP
ISHARES TR
+$99.7K
11,463
-5%
减持
IQLT
ISHARES TR
+$99.5K
91,532
-8%
增持
EFA
ISHARES TR
+$96.8K
8,823
+7%
增持
DVY
ISHARES TR
+$96.7K
9,685
+0%
增持
PG
PROCTER AND GAMBLE CO
+$96.3K
3,773
+21%
减持
EEM
ISHARES TR
-$94.0K
9,761
-24%
增持
MOAT
VANECK ETF TRUST
+$92.2K
4,116
+21%
增持
ARMK
ARAMARK
-$84.5K
12,913
+0%
减持
JPM
JPMORGAN CHASE & CO
+$83.6K
4,386
-4%
增持
AVGO
BROADCOM INC
+$78.9K
269
+1%
增持
VBK
VANGUARD INDEX FDS
+$78.3K
1,349
+17%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$77.3K
13,855
+2%
增持
AVGE
AMERICAN CENTY ETF TR
+$75.2K
11,643
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$75.1K
7,179
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$75.0K
1,782
+0%
增持
JNJ
JOHNSON & JOHNSON
+$69.7K
15,695
+2%
增持
XLE
SELECT SECTOR SPDR TR
-$69.0K
12,681
+1%
减持
XLF
SELECT SECTOR SPDR TR
+$68.9K
20,314
-3%
减持
USHY
ISHARES TR
-$68.9K
25,731
-11%
减持
PM
PHILIP MORRIS INTL INC
-$68.4K
5,632
-13%
增持
VB
VANGUARD INDEX FDS
+$66.1K
2,720
+0%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$65.0K
8,943
+6%
增持
T
AT&T INC
+$63.9K
32,879
+1%
增持
ABT
ABBOTT LABS
+$61.6K
4,565
+0%
减持
FDMO
FIDELITY COVINGTON TRUST
+$60.9K
11,245
-2%
减持
SCHV
SCHWAB STRATEGIC TR
+$60.4K
12,317
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$60.4K
17,866
+1%
增持
VPU
VANGUARD WORLD FDS
+$60.3K
5,298
+1%
增持
MPC
MARATHON PETE CORP
+$59.4K
2,866
+19%
增持
GOOGL
ALPHABET INC
+$53.9K
4,621
+2%
减持
NVDA
NVIDIA CORPORATION
+$53.9K
1,378
-5%
增持
PEP
PEPSICO INC
+$53.6K
3,654
+9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$52.4K
22,420
-10%
减持
SCZ
ISHARES TR
+$51.5K
14,888
-3%
增持
SHY
ISHARES TR
+$47.7K
6,104
+9%
减持
BSVO
EA SERIES TRUST
+$45.7K
28,483
-6%
增持
DEHP
DIMENSIONAL ETF TRUST
+$44.8K
18,328
+4%
减持
JETS
ETF SER SOLUTIONS
-$44.2K
33,260
-16%
减持
COST
COSTCO WHSL CORP NEW
+$43.4K
467
-0%
减持
BIV
VANGUARD BD INDEX FDS
-$43.2K
6,158
-13%
减持
COP
CONOCOPHILLIPS
-$43.2K
1,998
-13%
增持
IVW
ISHARES TR
+$40.3K
5,771
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$38.7K
22,524
-5%
减持
ESML
ISHARES TR
+$38.6K
10,009
-1%
