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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 81
增持 48
减持 12
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$26.1M
3,105,523
+13%
增持
FBND
FIDELITY MERRIMACK STR TR
+$16.1M
415,476
+637%
建仓
AVUS
AMERICAN CENTY ETF TR
+$14.3M
158,987
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。
建仓
AAPL
APPLE INC
+$11.5M
54,726
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$8.6M
284,421
+9%
建仓
AVDE
AMERICAN CENTY ETF TR
+$7.8M
124,679
增持
QUAL
ISHARES TR
+$7.5M
377,443
+9%
建仓
AVUV
AMERICAN CENTY ETF TR
+$7.5M
83,948
增持
DFSD
DIMENSIONAL ETF TRUST
+$6.5M
525,644
+36%
建仓
QQQ
INVESCO QQQ TR
+$5.1M
10,707
增持
DFAX
DIMENSIONAL ETF TRUST
+$5.1M
278,571
+256%
建仓
AMZN
AMAZON COM INC
+$4.7M
24,062
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.3M
1,995,225
+6%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.3M
918,652
+16%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.1M
9,957
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.5M
689,688
+23%
减持
DFCF
DIMENSIONAL ETF TRUST
-$3.2M
775,721
-8%
增持
HYDB
ISHARES TR
+$3.2M
78,210
+823%
增持
NVDA
NVIDIA CORPORATION
+$2.9M
38,813
+1798%
增持
MSFT
MICROSOFT CORP
+$2.9M
24,313
+28%
建仓
SUSL
ISHARES TR
+$2.8M
28,997
增持
DFAT
DIMENSIONAL ETF TRUST
-$2.0M
900,734
+1%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.9M
92,084
+80%
增持
ITOT
ISHARES TR
+$1.7M
145,374
+8%
建仓
AMAT
APPLIED MATLS INC
+$1.7M
7,209
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.7M
839,215
-1%
建仓
—
CONFLUENT INC
+$1.5M
51,967
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.5M
696,393
+11%
建仓
ESGD
ISHARES TR
+$1.5M
18,822
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.5M
2,864
-87%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.3M
401,549
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.2M
513,148
+8%
减持
DFAR
DIMENSIONAL ETF TRUST
-$1.1M
114,374
-30%
建仓
AVEM
AMERICAN CENTY ETF TR
+$1.1M
18,602
增持
IWF
ISHARES TR
+$1.1M
10,634
+30%
建仓
DDOG
DATADOG INC
+$1.1M
8,538
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
11,092
+81%
增持
SPY
SPDR S&P 500 ETF TR
+$994.0K
21,702
+5%
减持
IJR
ISHARES TR
-$963.7K
115,645
-4%
建仓
BIZD
VANECK ETF TRUST
+$961.6K
56,200
建仓
DXCM
DEXCOM INC
+$961.6K
8,481
增持
DFIV
DIMENSIONAL ETF TRUST
+$956.6K
316,752
+12%
增持
VB
VANGUARD INDEX FDS
+$912.8K
7,043
+158%
减持
AGG
ISHARES TR
-$839.8K
3,833
-69%
增持
GOOGL
ALPHABET INC
+$834.0K
8,685
+75%
增持
IBDT
ISHARES TR
+$822.8K
53,663
+164%
增持
GOOG
ALPHABET INC
+$817.0K
16,406
+14%
增持
DVY
ISHARES TR
+$740.1K
15,628
+67%
清仓
USHY
ISHARES TR
-$732.0K
0
-100%
建仓
GE
GE AEROSPACE
+$691.4K
4,349
增持
EEMS
ISHARES INC
+$645.7K
25,069
+66%
增持
IBDR
ISHARES TR
+$630.5K
188,871
+16%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$627.8K
6,470
减持
IJS
ISHARES TR
-$625.8K
81,537
-2%
增持
COST
COSTCO WHSL CORP NEW
+$622.0K
1,173
+129%
建仓
ESGE
ISHARES INC
+$617.6K
18,418
建仓
AVGE
AMERICAN CENTY ETF TR
+$609.4K
8,791
建仓
EFG
ISHARES TR
+$607.6K
5,939
增持
CAT
CATERPILLAR INC
+$607.2K
2,538
+290%
增持
IBDS
ISHARES TR
+$576.3K
129,124
+24%
增持
IJH
ISHARES TR
-$551.7K
780,763
+3%
建仓
ABT
ABBOTT LABS
+$548.9K
5,282
建仓
IYW
ISHARES TR
+$532.3K
3,537
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$515.1K
0
-100%
建仓
BA
BOEING CO
+$508.0K
2,791
建仓
NUSC
NUSHARES ETF TR
+$507.6K
12,902
建仓
SCHW
SCHWAB CHARLES CORP
+$503.4K
6,831
清仓
VTC
VANGUARD SCOTTSDALE FDS
-$499.5K
0
-100%
建仓
IDXX
IDEXX LABS INC
+$497.4K
1,021
建仓
—
LINDE PLC
+$486.5K
1,109
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$482.2K
872
增持
VTI
VANGUARD INDEX FDS
+$479.1K
20,262
+7%
建仓
UPS
UNITED PARCEL SERVICE INC
+$478.5K
3,496
建仓
—
BUNGE GLOBAL SA
+$460.3K
4,311
建仓
MA
MASTERCARD INCORPORATED
+$457.5K
1,037
建仓
EUSB
ISHARES TR
+$456.3K
10,725
建仓
DHR
DANAHER CORPORATION
+$450.2K
1,802
建仓
ADI
ANALOG DEVICES INC
+$444.0K
1,945
建仓
MRVL
MARVELL TECHNOLOGY INC
+$443.0K
6,337
建仓
—
JOHNSON CTLS INTL PLC
+$430.9K
6,483
增持
DFLV
DIMENSIONAL ETF TRUST
+$427.8K
205,647
+12%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$426.9K
7,611
-44%
建仓
DFSB
DIMENSIONAL ETF TRUST
+$426.8K
8,353
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$419.3K
300
建仓
—
FLEX LTD
+$417.0K
14,141
建仓
TRV
TRAVELERS COMPANIES INC
+$410.0K
2,016
建仓
PODD
INSULET CORP
+$386.6K
1,916
减持
SCHD
SCHWAB STRATEGIC TR
-$383.7K
2,774
-63%
建仓
GS
GOLDMAN SACHS GROUP INC
+$383.4K
848
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$381.8K
2,324
增持
FLOT
ISHARES TR
+$376.8K
83,824
+10%
清仓
BIV
VANGUARD BD INDEX FDS
-$374.1K
0
-100%
建仓
AVLV
AMERICAN CENTY ETF TR
+$368.2K
5,860
增持
IVE
ISHARES TR
+$362.8K
21,808
+13%
建仓
BDX
BECTON DICKINSON & CO
+$361.4K
1,547
建仓
—
UBS GROUP AG
+$347.8K
11,773
建仓
COHR
COHERENT CORP
+$343.5K
4,741
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$343.4K
6,486
建仓
ZTS
ZOETIS INC
+$339.7K
1,960
建仓
BND
VANGUARD BD INDEX FDS
+$338.4K
4,696
建仓
SLB
SCHLUMBERGER LTD
+$338.1K
7,165
建仓
AXP
AMERICAN EXPRESS CO
+$336.5K
1,453
建仓
MORT
VANECK ETF TRUST
+$335.7K
30,000
增持
NFLX
NETFLIX INC
+$332.9K
1,682
+27%
建仓
HCA
HCA HEALTHCARE INC
+$332.3K
1,034
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$331.6K
0
-100%
建仓
IYH
ISHARES TR
+$329.0K
5,370
建仓
HON
HONEYWELL INTL INC
+$328.2K
1,537
建仓
LLY
ELI LILLY & CO
+$326.8K
361
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$322.5K
5,689
建仓
TNL
TRAVEL PLUS LEISURE CO
+$313.9K
6,978
增持
VRT
VERTIV HOLDINGS CO
+$313.6K
6,774
+103%
建仓
QCOM
QUALCOMM INC
+$310.1K
1,557
减持
HDV
ISHARES TR
-$303.7K
6,434
-29%
建仓
PFE
PFIZER INC
+$300.3K
10,733
增持
PFXF
VANECK ETF TRUST
+$297.4K
183,708
+13%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$297.2K
15,465
增持
AVGO
BROADCOM INC
+$289.5K
403
+50%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$288.2K
17,735
增持
META
META PLATFORMS INC
+$287.3K
3,530
+15%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$285.8K
14,906
增持
VOO
VANGUARD INDEX FDS
+$285.2K
9,159
+2%
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$284.8K
14,500
增持
DISV
DIMENSIONAL ETF TRUST
+$281.6K
37,555
+40%
增持
—
ISHARES TR
+$280.9K
167,487
+7%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$280.0K
1,283
增持
VUG
VANGUARD INDEX FDS
+$279.0K
5,297
+7%
清仓
MGK
VANGUARD WORLD FD
-$278.7K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$278.6K
12,944
+2%
建仓
DSI
ISHARES TR
+$278.5K
2,682
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$277.5K
13,981
-10%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$276.8K
13,876
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$276.7K
17,015
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$276.5K
15,224
清仓
MO
ALTRIA GROUP INC
-$272.5K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$272.3K
4,546
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$272.1K
17,059
减持
VNQ
VANGUARD INDEX FDS
-$270.8K
20,503
-11%
清仓
BSV
VANGUARD BD INDEX FDS
-$263.9K
0
-100%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$256.5K
6,998
建仓
HUBS
HUBSPOT INC
+$256.0K
434
建仓
APPF
APPFOLIO INC
+$253.1K
1,035
建仓
AMD
ADVANCED MICRO DEVICES INC
+$248.7K
1,533
建仓
—
CRH PLC
+$247.7K
3,304
清仓
SCHC
SCHWAB STRATEGIC TR
-$243.4K
0
-100%
增持
ESML
ISHARES TR
+$243.1K
17,065
+66%
建仓
GLD
SPDR GOLD TR
+$242.3K
1,127
建仓
WCC
WESCO INTL INC
+$242.0K
1,526
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$241.9K
2,579
建仓
FNDE
SCHWAB STRATEGIC TR
+$239.4K
8,095
