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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 54
增持 56
减持 29
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$29.0M
1,394,635
+94%
建仓
AAPL
APPLE INC
+$21.9M
87,552
建仓
AVUS
AMERICAN CENTY ETF TR
+$14.1M
145,618
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
QQQM
INVESCO EXCH TRADED FD TR II
+$12.1M
344,855
+15%
增持
QUAL
ISHARES TR
+$12.0M
465,488
+18%
减持
DIHP
DIMENSIONAL ETF TRUST
-$8.5M
487,682
-35%
增持
DFUS
DIMENSIONAL ETF TRUST
+$8.5M
3,269,813
+2%
建仓
AVUV
AMERICAN CENTY ETF TR
+$8.4M
87,026
减持
DUHP
DIMENSIONAL ETF TRUST
-$7.7M
737,534
-23%
建仓
QQQ
INVESCO QQQ TR
+$6.3M
12,355
减持
DFSD
DIMENSIONAL ETF TRUST
-$6.0M
428,894
-22%
建仓
AMZN
AMAZON COM INC
+$5.9M
27,117
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$5.8M
98,587
建仓
AVDE
AMERICAN CENTY ETF TR
+$5.7M
92,796
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.5M
9,986
建仓
PVAL
PUTNAM ETF TRUST
+$3.3M
88,648
清仓
—
ISHARES TR
-$2.8M
0
-100%
建仓
IUSB
ISHARES TR
+$2.7M
60,789
减持
DFCF
DIMENSIONAL ETF TRUST
-$2.6M
767,947
-3%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$2.1M
44,877
建仓
FVAL
FIDELITY COVINGTON TRUST
+$2.0M
32,606
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.8M
439,688
+21%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
27,403
+24%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.7M
109,697
+157%
增持
DFAI
DIMENSIONAL ETF TRUST
-$1.6M
750,634
+1%
增持
CL
COLGATE PALMOLIVE CO
+$1.6M
22,764
+432%
建仓
AMAT
APPLIED MATLS INC
+$1.5M
9,300
增持
FNDE
SCHWAB STRATEGIC TR
+$1.5M
81,368
+198%
建仓
FFSM
FIDELITY COVINGTON TRUST
+$1.4M
53,747
建仓
FELC
FIDELITY COVINGTON TRUST
+$1.4M
43,497
建仓
ADI
ANALOG DEVICES INC
+$1.4M
6,568
建仓
IBMR
ISHARES TR
+$1.4M
60,061
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.3M
362,648
-10%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$1.2M
44,595
减持
VTV
VANGUARD INDEX FDS
-$1.2M
31,108
-16%
减持
IJR
ISHARES TR
-$1.1M
101,205
-8%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.1M
6,024
增持
IBDS
ISHARES TR
+$1.1M
202,849
+32%
增持
IBDT
ISHARES TR
+$1.1M
107,866
+73%
增持
HYDB
ISHARES TR
+$1.1M
133,240
+23%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
16,249
+21%
建仓
AVEM
AMERICAN CENTY ETF TR
+$1.0M
17,801
增持
FENI
FIDELITY COVINGTON TRUST
+$1.0M
68,006
+140%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0M
26,399
+208%
增持
NVDA
NVIDIA CORPORATION
+$961.6K
47,836
+6%
增持
IVE
ISHARES TR
+$947.4K
28,478
+25%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$936.4K
46,669
+90%
减持
DFAT
DIMENSIONAL ETF TRUST
-$936.1K
878,023
-2%
减持
IJH
ISHARES TR
-$899.4K
621,042
-2%
建仓
PHYL
PGIM ETF TR
+$894.7K
25,754
减持
DFAX
DIMENSIONAL ETF TRUST
-$889.1K
274,235
-4%
建仓
SPYM
SPDR SER TR
+$833.8K
12,094
增持
DFGP
DIMENSIONAL ETF TRUST
+$791.4K
23,152
+195%
减持
IQLT
ISHARES TR
-$750.8K
61,994
-16%
增持
IBDR
ISHARES TR
+$749.7K
245,146
+16%
增持
DXCM
DEXCOM INC
+$704.7K
14,284
+136%
增持
NFLX
NETFLIX INC
+$692.1K
2,282
+21%
建仓
AVGE
AMERICAN CENTY ETF TR
+$677.5K
9,361
建仓
ABT
ABBOTT LABS
+$640.2K
5,660
增持
GOOG
ALPHABET INC
+$634.2K
19,559
+6%
增持
CRM
SALESFORCE INC
+$604.9K
3,364
+77%
增持
MSFT
MICROSOFT CORP
+$602.9K
28,755
+7%
减持
FLOT
ISHARES TR
-$588.1K
76,460
-13%
建仓
AXP
AMERICAN EXPRESS CO
+$565.7K
1,906
建仓
ILMN
ILLUMINA INC
+$561.0K
4,198
建仓
BAC
BANK AMERICA CORP
+$545.7K
12,417
清仓
ETJ
EATON VANCE RISK-MANAGED DIV
-$543.4K
0
-100%
减持
DFNM
DIMENSIONAL ETF TRUST
-$530.0K
101,865
-8%
增持
TSLA
TESLA INC
+$526.8K
2,969
+16%
增持
VOO
VANGUARD INDEX FDS
+$522.0K
10,058
+8%
减持
DFLV
DIMENSIONAL ETF TRUST
-$519.1K
207,196
-5%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$514.0K
4,255
减持
EEMS
ISHARES INC
-$505.6K
26,782
-17%
增持
SPY
SPDR S&P 500 ETF TR
+$492.4K
26,658
+1%
减持
DFAR
DIMENSIONAL ETF TRUST
-$483.0K
103,653
-8%
增持
MRVL
MARVELL TECHNOLOGY INC
+$482.7K
11,644
+5%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$481.5K
98,615
-1%
建仓
TRV
TRAVELERS COMPANIES INC
+$479.2K
1,989
减持
ESGD
ISHARES TR
-$477.9K
14,731
-22%
增持
IWF
ISHARES TR
+$471.0K
11,454
+4%
清仓
—
LAM RESEARCH CORP
-$468.5K
0
-100%
建仓
BA
BOEING CO
+$466.9K
2,638
增持
MA
MASTERCARD INCORPORATED
+$450.0K
1,864
+73%
增持
DFAS
DIMENSIONAL ETF TRUST
+$447.0K
539,671
+1%
增持
PODD
INSULET CORP
+$442.8K
3,044
+101%
建仓
TKO
TKO GROUP HOLDINGS INC
+$442.7K
3,115
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$437.4K
22,635
+108%
建仓
RTX
RTX CORPORATION
+$432.3K
3,736
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$413.8K
6,490
+61%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$413.1K
8,202
建仓
BF/B
BROWN FORMAN CORP
+$412.7K
10,866
建仓
BNY
BANK NEW YORK MELLON CORP
+$396.5K
5,161
建仓
AVLV
AMERICAN CENTY ETF TR
+$391.3K
5,860
增持
AVGO
BROADCOM INC
+$386.4K
5,588
+6%
增持
GOOGL
ALPHABET INC
+$384.0K
10,894
+8%
建仓
NVO
NOVO-NORDISK A S
+$381.9K
4,440
建仓
IHI
ISHARES TR
+$364.1K
6,240
增持
DFUV
DIMENSIONAL ETF TRUST
+$361.1K
861,247
+3%
增持
META
META PLATFORMS INC
+$358.2K
4,712
+12%
建仓
BDX
BECTON DICKINSON & CO
+$356.5K
1,572
增持
IGV
ISHARES TR
+$341.8K
6,044
+105%
减持
—
CONFLUENT INC
+$340.6K
47,009
-2%
建仓
BIIB
BIOGEN INC
+$336.9K
2,203
建仓
URI
UNITED RENTALS INC
+$336.7K
478
清仓
ZTS
ZOETIS INC
-$336.6K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$328.9K
33,886
+39%
建仓
ISRG
INTUITIVE SURGICAL INC
+$328.3K
629
增持
DFIC
DIMENSIONAL ETF TRUST
+$310.2K
33,077
+71%
建仓
PNC
PNC FINL SVCS GROUP INC
+$306.2K
1,588
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$305.4K
5,758
建仓
SPYV
SPDR SER TR
+$300.3K
5,872
增持
PH
PARKER-HANNIFIN CORP
+$292.0K
1,483
+44%
建仓
EOG
EOG RES INC
+$285.8K
2,332
增持
HON
HONEYWELL INTL INC
+$275.0K
2,556
+75%
增持
HUBS
HUBSPOT INC
+$269.7K
857
+39%
清仓
WM
WASTE MGMT INC DEL
-$267.1K
0
-100%
清仓
ADBE
ADOBE INC
-$261.5K
0
-100%
建仓
FTNT
FORTINET INC
+$256.7K
2,717
增持
DHR
DANAHER CORPORATION
+$254.8K
3,260
+84%
建仓
AMGN
AMGEN INC
+$252.2K
968
减持
ESGE
ISHARES INC
-$251.4K
12,547
-32%
增持
DFAE
DIMENSIONAL ETF TRUST
+$250.9K
136,300
+16%
减持
IEFA
ISHARES TR
-$247.5K
25,358
-2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$246.9K
3,264
清仓
SLB
SCHLUMBERGER LTD
-$246.6K
0
-100%
增持
—
ISHARES TR
+$238.0K
180,592
+6%
清仓
TJX
TJX COS INC NEW
-$237.8K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$222.9K
0
-100%
清仓
UNP
UNION PAC CORP
-$221.5K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$215.9K
1,956,335
-1%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$215.3K
6,865
增持
SHOP
SHOPIFY INC
+$214.8K
4,076
+49%
建仓
SUSC
ISHARES TR
+$214.4K
9,435
减持
MTUM
ISHARES TR
-$214.3K
22,174
-6%
增持
VUG
VANGUARD INDEX FDS
+$213.6K
5,485
+3%
增持
IWS
ISHARES TR
+$212.0K
3,253
+106%
减持
PEP
PEPSICO INC
-$209.4K
4,610
-14%
建仓
IYC
ISHARES TR
+$204.2K
2,124
清仓
DEM
WISDOMTREE TR
-$204.0K
0
-100%
建仓
IGSB
ISHARES TR
+$202.2K
3,911
建仓
RJF
RAYMOND JAMES FINL INC
+$200.4K
1,290
增持
DFSB
DIMENSIONAL ETF TRUST
+$197.9K
12,604
+51%
减持
CPNG
COUPANG INC
-$196.3K
63,696
-2%
减持
SPYD
SPDR SER TR
-$193.7K
31,113
-8%
减持
VNQ
VANGUARD INDEX FDS
-$183.6K
21,638
-0%
减持
HCA
HCA HEALTHCARE INC
-$183.3K
996
-16%
减持
USMV
ISHARES TR
-$182.9K
32,182
-3%
增持
IDXX
IDEXX LABS INC
+$180.8K
1,426
+76%
增持
VBR
VANGUARD INDEX FDS
+$180.3K
2,568
+57%
增持
PYPL
PAYPAL HLDGS INC
+$180.0K
4,652
+67%
