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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 26
增持 75
减持 24
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$115.8M
2,748,910
+249%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$30.7M
259,912
+161%
增持
QUAL
ISHARES TR
+$28.8M
346,285
+81%
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
IJH
ISHARES TR
+$19.1M
761,309
+679%
清仓
AVUS
AMERICAN CENTY ETF TR
-$17.5M
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$13.5M
845,322
+63%
增持
DFAS
DIMENSIONAL ETF TRUST
+$12.0M
474,708
+61%
增持
DFAT
DIMENSIONAL ETF TRUST
+$11.7M
894,850
+27%
清仓
AAPL
APPLE INC
-$8.9M
0
-100%
清仓
AVDE
AMERICAN CENTY ETF TR
-$7.9M
0
-100%
增持
DFSD
DIMENSIONAL ETF TRUST
+$7.0M
386,230
+63%
增持
DUHP
DIMENSIONAL ETF TRUST
+$6.7M
795,088
+23%
清仓
AVUV
AMERICAN CENTY ETF TR
-$5.8M
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.8M
561,989
+44%
增持
DFUV
DIMENSIONAL ETF TRUST
+$5.7M
846,892
+9%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.2M
377,406
+47%
清仓
QQQ
INVESCO QQQ TR
-$3.7M
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.3M
283,739
+38%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.0M
0
-100%
清仓
AMZN
AMAZON COM INC
-$2.7M
0
-100%
增持
DIHP
DIMENSIONAL ETF TRUST
+$2.6M
624,908
+13%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$2.6M
56,372
增持
ITOT
ISHARES TR
+$2.1M
134,857
+5%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.9M
183,978
+39%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
8,936
+43%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.4M
51,029
+143%
减持
DFAE
DIMENSIONAL ETF TRUST
-$1.3M
119,629
-32%
清仓
AVEM
AMERICAN CENTY ETF TR
-$1.3M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
20,680
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
2,045
+48%
增持
IVV
ISHARES TR
+$1.1M
15,773
+5%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
19,012
+15%
减持
AGG
ISHARES TR
-$973.3K
12,374
-44%
增持
IBDR
ISHARES TR
+$955.2K
162,195
+33%
增持
MSFT
MICROSOFT CORP
+$949.2K
18,956
+1%
增持
GOOG
ALPHABET INC
+$901.1K
14,397
+57%
建仓
EEMS
ISHARES INC
+$886.3K
15,061
建仓
EFIV
SPDR SER TR
+$797.6K
15,750
清仓
AVGE
AMERICAN CENTY ETF TR
-$754.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$747.5K
7,970
+133%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$671.1K
21,835
-28%
减持
MTUM
ISHARES TR
+$661.6K
25,388
-3%
清仓
BA
BOEING CO
-$655.3K
0
-100%
减持
IJS
ISHARES TR
-$650.1K
83,271
-7%
增持
—
ISHARES TR
+$585.3K
156,503
+18%
清仓
AMAT
APPLIED MATLS INC
-$582.8K
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$515.1K
8,798
建仓
IBDT
ISHARES TR
+$506.4K
20,333
清仓
ABT
ABBOTT LABS
-$502.5K
0
-100%
增持
MUB
ISHARES TR
+$501.5K
15,551
+44%
增持
JPM
JPMORGAN CHASE & CO
+$479.3K
6,118
+39%
增持
DISV
DIMENSIONAL ETF TRUST
+$476.4K
26,804
+174%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$439.6K
15,496
+10%
减持
DFAC
DIMENSIONAL ETF TRUST
+$435.6K
1,878,062
-8%
减持
BSV
VANGUARD BD INDEX FDS
-$430.1K
3,443
-62%
减持
VTV
VANGUARD INDEX FDS
+$429.0K
37,902
-1%
增持
IBDS
ISHARES TR
+$413.6K
104,529
+21%
建仓
WMT
WALMART INC
+$412.2K
6,851
建仓
HYDB
ISHARES TR
+$396.0K
8,476
减持
JETS
ETF SER SOLUTIONS
-$384.9K
11,805
-65%
清仓
BDX
BECTON DICKINSON & CO
-$375.6K
0
-100%
减持
META
META PLATFORMS INC
+$370.7K
3,074
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$362.7K
12,723
+7%
减持
IQLT
ISHARES TR
-$361.9K
77,561
-15%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$348.9K
1,862
+131%
清仓
AVLV
AMERICAN CENTY ETF TR
-$338.5K
0
-100%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$331.6K
5,597
清仓
VTIP
VANGUARD MALVERN FDS
-$330.8K
0
-100%
建仓
VSGX
VANGUARD WORLD FD
+$319.8K
5,565
清仓
GLD
SPDR GOLD TR
-$313.3K
0
-100%
减持
DFAR
DIMENSIONAL ETF TRUST
-$311.6K
164,198
-6%
增持
DIS
DISNEY WALT CO
+$296.5K
8,289
+4%
增持
MOAT
VANECK ETF TRUST
+$291.4K
7,127
+73%
增持
DCOR
DIMENSIONAL ETF TRUST
+$291.3K
8,684
+113%
建仓
EMNT
PIMCO ETF TR
+$283.5K
2,875
增持
XLE
SELECT SECTOR SPDR TR
+$279.5K
14,221
+12%
增持
IWF
ISHARES TR
+$278.9K
8,171
+0%
增持
IVE
ISHARES TR
+$277.7K
19,305
+1%
增持
IWV
ISHARES TR
+$273.0K
10,273
+0%
建仓
VRT
VERTIV HOLDINGS CO
+$272.8K
3,340
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$251.4K
1,848
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$246.8K
8,458
增持
FLOT
ISHARES TR
+$238.8K
76,493
+6%
建仓
CAT
CATERPILLAR INC
+$238.2K
650
清仓
PFE
PFIZER INC
-$236.8K
0
-100%
建仓
ORCL
ORACLE CORP
+$235.8K
1,878
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$233.9K
16,461
-27%
建仓
CRM
SALESFORCE INC
+$233.4K
775
清仓
BNY
BANK NEW YORK MELLON CORP
-$233.2K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$230.2K
0
-100%
建仓
IBIT
ISHARES BITCOIN TR
+$227.1K
5,611
建仓
SUB
ISHARES TR
+$222.0K
2,120
清仓
ED
CONSOLIDATED EDISON INC
-$220.0K
0
-100%
建仓
V
VISA INC
+$219.9K
788
建仓
RJF
RAYMOND JAMES FINL INC
+$219.6K
1,710
建仓
CL
COLGATE PALMOLIVE CO
+$219.5K
2,437
清仓
AXP
AMERICAN EXPRESS CO
-$219.4K
0
-100%
清仓
ADBE
ADOBE INC
-$216.6K
0
-100%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$214.3K
0
-100%
增持
XT
ISHARES TR
+$213.1K
20,426
+22%
清仓
LLY
ELI LILLY & CO
-$212.8K
0
-100%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$212.0K
381
建仓
EMB
ISHARES TR
+$210.7K
2,350
清仓
ADI
ANALOG DEVICES INC
-$210.1K
0
-100%
建仓
AIVL
WISDOMTREE TR
+$209.4K
2,057
建仓
VXUS
VANGUARD STAR FDS
+$203.6K
3,376
减持
USHY
ISHARES TR
-$203.3K
20,005
-22%
增持
PFXF
VANECK ETF TRUST
+$203.3K
162,847
+4%
增持
VBR
VANGUARD INDEX FDS
+$192.7K
2,446
+59%
建仓
ADAM
NEW YORK MTG TR INC
+$168.3K
23,377
增持
PG
PROCTER AND GAMBLE CO
+$168.1K
4,444
+18%
增持
VUG
VANGUARD INDEX FDS
+$165.0K
4,946
+0%
增持
CPNG
COUPANG INC
+$163.7K
63,653
+6%
减持
—
EXXON MOBIL CORP
+$163.6K
13,456
-4%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$163.3K
5,878
-25%
增持
ABBV
ABBVIE INC
+$161.7K
4,862
+4%
增持
—
ISHARES TR
+$159.4K
110,567
+6%
减持
PFF
ISHARES TR
-$156.2K
45,046
-13%
增持
VO
VANGUARD INDEX FDS
+$148.5K
6,338
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$148.5K
24,464
+9%
增持
IEFA
ISHARES TR
+$126.3K
26,245
+1%
增持
TSLA
TESLA INC
-$119.0K
1,990
+5%
增持
DFAX
DIMENSIONAL ETF TRUST
+$115.2K
78,283
+2%
增持
—
NEW YORK CMNTY BANCORP INC
-$114.6K
17,082
+3%
减持
IJR
ISHARES TR
-$114.4K
120,326
-3%
增持
IWP
ISHARES TR
+$111.8K
11,471
+0%
增持
VPU
VANGUARD WORLD FD
+$105.7K
5,834
+10%
减持
PANW
PALO ALTO NETWORKS INC
-$105.1K
833
-28%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$102.9K
11,340
+0%
增持
GOOGL
ALPHABET INC
+$102.5K
4,956
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$102.3K
3,756
-0%
增持
EFV
ISHARES TR
+$100.8K
42,721
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$98.1K
7,572
+5%
减持
BIV
VANGUARD BD INDEX FDS
-$96.3K
4,961
-19%
增持
XLF
SELECT SECTOR SPDR TR
+$95.4K
20,398
+0%
增持
IXUS
ISHARES TR
+$91.7K
10,810
+9%
减持
MRK
MERCK & CO INC
+$85.3K
4,476
-3%
增持
FISV
FISERV INC
+$82.0K
2,424
+5%
减持
VNQ
VANGUARD INDEX FDS
-$75.7K
22,990
-2%
增持
COST
COSTCO WHSL CORP NEW
+$66.3K
512
+10%
增持
INTC
INTEL CORP
-$65.0K
10,711
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$64.2K
7,434
+6%
增持
FENI
FIDELITY COVINGTON TRUST
+$63.7K
25,366
+2%
减持
MPC
MARATHON PETE CORP
+$61.8K
2,417
-16%
增持
ARMK
ARAMARK
+$57.7K
12,933
+0%
增持
MCD
MCDONALDS CORP
-$56.7K
3,911
+0%
增持
IVW
ISHARES TR
+$54.3K
5,775
+0%
增持
PEP
PEPSICO INC
+$53.5K
3,852
+5%
增持
GSLC
GOLDMAN SACHS ETF TR
+$50.1K
3,146
+7%
增持
SPYD
SPDR SER TR
+$49.1K
28,379
+1%
