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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 39
增持 72
减持 12
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$17.2M
3,215,281
+4%
增持
FBND
FIDELITY MERRIMACK STR TR
+$14.9M
718,840
+73%
清仓
AVUS
AMERICAN CENTY ETF TR
-$14.3M
0
-100%
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。
清仓
AAPL
APPLE INC
-$11.5M
0
-100%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$9.6M
99,358
+1436%
清仓
AVDE
AMERICAN CENTY ETF TR
-$7.8M
0
-100%
清仓
AVUV
AMERICAN CENTY ETF TR
-$7.5M
0
-100%
增持
QUAL
ISHARES TR
+$6.4M
395,226
+5%
减持
IJH
ISHARES TR
-$6.1M
635,374
-19%
增持
MCD
MCDONALDS CORP
+$5.8M
22,266
+467%
清仓
QQQ
INVESCO QQQ TR
-$5.1M
0
-100%
建仓
LQD
ISHARES TR
+$5.0M
44,213
清仓
AMZN
AMAZON COM INC
-$4.7M
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.4M
300,898
+6%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.1M
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.8M
534,610
+4%
减持
DFAC
DIMENSIONAL ETF TRUST
+$3.6M
1,979,747
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$3.3M
26,372
+22%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.3M
958,644
+4%
减持
DFAT
DIMENSIONAL ETF TRUST
+$3.1M
895,323
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.1M
740,965
+7%
增持
DIHP
DIMENSIONAL ETF TRUST
+$2.5M
750,838
+8%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.4M
362,965
+15%
建仓
NDAQ
NASDAQ INC
+$2.3M
31,172
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.1M
794,529
+2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.9M
836,677
-0%
清仓
AMAT
APPLIED MATLS INC
-$1.7M
0
-100%
增持
ITOT
ISHARES TR
+$1.6M
150,428
+3%
增持
IVV
ISHARES TR
+$1.6M
17,408
+13%
增持
HYDB
ISHARES TR
+$1.6M
108,161
+38%
增持
DFSD
DIMENSIONAL ETF TRUST
+$1.4M
547,674
+4%
清仓
AVEM
AMERICAN CENTY ETF TR
-$1.1M
0
-100%
增持
DFNM
DIMENSIONAL ETF TRUST
+$997.2K
111,168
+21%
增持
DFAU
DIMENSIONAL ETF TRUST
+$920.9K
402,492
+0%
增持
VTI
VANGUARD INDEX FDS
+$824.3K
22,054
+9%
增持
DFLV
DIMENSIONAL ETF TRUST
+$796.0K
218,800
+6%
减持
IJS
ISHARES TR
+$749.2K
80,628
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$707.3K
27,380
+116%
建仓
SGOV
ISHARES TR
+$704.1K
6,991
增持
IBDS
ISHARES TR
+$692.8K
154,163
+19%
增持
NVDA
NVIDIA CORPORATION
+$667.3K
44,980
+16%
增持
IBDR
ISHARES TR
+$652.0K
211,973
+12%
建仓
PH
PARKER-HANNIFIN CORP
+$651.2K
1,031
增持
MSFT
MICROSOFT CORP
+$650.4K
26,765
+10%
增持
FNDE
SCHWAB STRATEGIC TR
+$642.3K
27,321
+238%
增持
DFAX
DIMENSIONAL ETF TRUST
+$625.3K
285,324
+2%
增持
META
META PLATFORMS INC
+$620.4K
4,193
+19%
减持
CVX
CHEVRON CORP NEW
-$617.8K
5,502
-40%
清仓
AVGE
AMERICAN CENTY ETF TR
-$609.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$594.9K
13,461
+21%
减持
TMUS
T-MOBILE US INC
-$567.8K
1,658
-68%
减持
—
CONFLUENT INC
-$560.8K
47,781
-8%
减持
DXCM
DEXCOM INC
-$555.4K
6,058
-29%
清仓
ABT
ABBOTT LABS
-$548.9K
0
-100%
建仓
ETJ
EATON VANCE RISK-MANAGED DIV
+$543.4K
59,000
增持
EEMS
ISHARES INC
+$530.6K
32,336
+29%
增持
IVE
ISHARES TR
+$519.3K
22,765
+4%
清仓
BA
BOEING CO
-$508.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$496.9K
19,444
+26%
增持
—
CRH PLC
+$473.4K
7,776
+135%
减持
IJR
ISHARES TR
+$464.8K
109,435
-5%
清仓
ADI
ANALOG DEVICES INC
-$444.0K
0
-100%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$431.7K
7,835
减持
VTV
VANGUARD INDEX FDS
+$423.0K
36,825
-2%
清仓
TRV
TRAVELERS COMPANIES INC
-$410.0K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$393.8K
21,670
+6%
增持
VB
VANGUARD INDEX FDS
+$385.3K
8,098
+15%
清仓
AVLV
AMERICAN CENTY ETF TR
-$368.2K
0
-100%
增持
VV
VANGUARD INDEX FDS
+$367.5K
3,549
+56%
减持
DFAR
DIMENSIONAL ETF TRUST
+$367.3K
112,908
-1%
清仓
BDX
BECTON DICKINSON & CO
-$361.4K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$360.4K
11,140
+76%
建仓
PAAS
PAN AMERN SILVER CORP
+$355.7K
17,043
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$341.6K
4,038
+74%
增持
WCC
WESCO INTL INC
+$337.2K
3,448
+126%
清仓
AXP
AMERICAN EXPRESS CO
-$336.5K
0
-100%
建仓
DOW
DOW INC
+$334.7K
6,127
增持
VOO
VANGUARD INDEX FDS
+$316.6K
9,281
+1%
建仓
MGK
VANGUARD WORLD FD
+$313.3K
973
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$306.0K
4,687
+11%
建仓
F
FORD MTR CO
+$295.1K
27,943
增持
GE
GE AEROSPACE
+$294.4K
5,228
+20%
增持
SPYD
SPDR SER TR
+$289.0K
33,714
+8%
增持
TSLA
TESLA INC
+$286.8K
2,569
+32%
增持
PFXF
VANECK ETF TRUST
+$283.2K
189,559
+3%
增持
CRM
SALESFORCE INC
+$278.9K
1,899
+103%
建仓
UBER
UBER TECHNOLOGIES INC
+$276.8K
3,683
建仓
IGIB
ISHARES TR
+$275.8K
5,134
增持
VT
VANGUARD INTL EQUITY INDEX F
+$273.5K
9,871
+22%
清仓
BNY
BANK NEW YORK MELLON CORP
-$272.3K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$266.6K
24,315
+19%
增持
IBDT
ISHARES TR
+$263.5K
62,388
+16%
建仓
IGV
ISHARES TR
+$263.4K
2,947
增持
AVGO
BROADCOM INC
+$262.7K
5,270
+1208%
建仓
SCHC
SCHWAB STRATEGIC TR
+$262.0K
6,800
清仓
VGT
VANGUARD WORLD FD
-$260.0K
0
-100%
增持
EFIV
SPDR SER TR
+$257.2K
19,612
+25%
建仓
SMIN
ISHARES TR
+$256.8K
2,986
建仓
INDA
ISHARES TR
+$256.4K
4,381
建仓
DE
DEERE & CO
+$252.7K
605
增持
IWF
ISHARES TR
+$252.2K
10,998
+3%
增持
V
VISA INC
+$251.9K
2,072
+71%
建仓
NEE
NEXTERA ENERGY INC
+$250.9K
2,968
建仓
—
TE CONNECTIVITY PLC
+$250.0K
1,656
增持
XLK
SELECT SECTOR SPDR TR
+$249.6K
14,077
+9%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$248.7K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$247.6K
0
-100%
建仓
NOBL
PROSHARES TR
+$245.4K
2,299
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$245.3K
1,527
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$245.1K
0
-100%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$245.1K
2,026
+49%
建仓
OEF
ISHARES TR
+$243.9K
881
增持
DVY
ISHARES TR
+$239.9K
15,774
+1%
增持
COHR
COHERENT CORP
+$239.5K
6,558
+38%
清仓
RTX
RTX CORPORATION
-$238.8K
0
-100%
建仓
TJX
TJX COS INC NEW
+$237.8K
2,023
建仓
ROST
ROSS STORES INC
+$237.4K
1,577
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$237.4K
268
增持
CPNG
COUPANG INC
+$234.1K
65,025
+0%
增持
EFA
ISHARES TR
+$232.9K
11,702
+23%
建仓
HYG
ISHARES TR
+$230.0K
2,864
增持
DISV
DIMENSIONAL ETF TRUST
+$228.2K
42,622
+13%
增持
—
JOHNSON CTLS INTL PLC
+$223.3K
8,429
+30%
建仓
REGN
REGENERON PHARMACEUTICALS
+$222.9K
212
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$222.5K
14,010
+0%
建仓
MLPX
GLOBAL X FDS
+$222.1K
4,081
建仓
UNP
UNION PAC CORP
+$221.5K
898
建仓
XJH
ISHARES TR
+$220.7K
5,220
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$218.8K
0
-100%
建仓
SHOP
SHOPIFY INC
+$218.6K
2,728
建仓
PYPL
PAYPAL HLDGS INC
+$217.1K
2,782
增持
WMT
WALMART INC
+$215.8K
9,336
+17%
清仓
RJF
RAYMOND JAMES FINL INC
-$214.1K
0
-100%
增持
PFF
ISHARES TR
+$213.7K
44,202
+11%
增持
IWM
ISHARES TR
+$212.1K
2,454
+51%
增持
ORCL
ORACLE CORP
+$211.3K
3,428
+30%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$210.6K
944
建仓
IWS
ISHARES TR
+$208.8K
1,579
建仓
AMLP
ALPS ETF TR
+$207.0K
4,393
建仓
ESGU
ISHARES TR
+$206.8K
1,639
增持
NFLX
NETFLIX INC
+$206.8K
1,892
+12%
增持
CL
COLGATE PALMOLIVE CO
+$205.0K
4,279
+74%
清仓
AMGN
AMGEN INC
-$204.6K
0
-100%
增持
ABBV
ABBVIE INC
+$204.1K
5,784
+6%
建仓
DEM
WISDOMTREE TR
+$204.0K
4,635
建仓
SCHX
SCHWAB STRATEGIC TR
+$203.0K
2,992
建仓
SLYV
SPDR SER TR
+$202.1K
2,328
清仓
ENB
ENBRIDGE INC
-$202.0K
0
-100%
增持
EFG
ISHARES TR
+$198.3K
7,486
+26%
增持
HD
HOME DEPOT INC
+$197.9K
1,959
+13%
