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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 39
增持 74
减持 20
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$36.7M
46
增持
FBND
FIDELITY MERRIMACK STR TR
+$22.8M
1,870,283
+34%
清仓
QQQ
INVESCO QQQ TR
-$6.3M
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。
建仓
TFLO
ISHARES TR
+$5.0M
98,363
减持
DFAT
DIMENSIONAL ETF TRUST
-$4.4M
863,039
-2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.2M
503,075
+14%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$4.1M
154,891
+57%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.8M
824,835
+10%
减持
DFAC
DIMENSIONAL ETF TRUST
-$3.7M
1,940,397
-1%
增持
VV
VANGUARD INDEX FDS
+$3.3M
16,196
+400%
增持
FLOT
ISHARES TR
+$2.9M
132,667
+74%
增持
DFUS
DIMENSIONAL ETF TRUST
-$2.9M
3,399,048
+4%
增持
IVV
ISHARES TR
+$2.8M
22,920
+34%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$2.7M
362,242
+5%
增持
PVAL
PUTNAM ETF TRUST
+$2.7M
156,086
+76%
减持
DFCF
DIMENSIONAL ETF TRUST
-$2.5M
695,210
-9%
增持
IUSB
ISHARES TR
+$2.3M
108,768
+79%
增持
AAPL
APPLE INC
-$2.2M
88,774
+1%
增持
BND
VANGUARD BD INDEX FDS
+$2.2M
33,452
+808%
增持
IJH
ISHARES TR
-$2.2M
626,309
+1%
增持
VB
VANGUARD INDEX FDS
+$2.1M
18,654
+124%
增持
DFAS
DIMENSIONAL ETF TRUST
-$2.1M
552,742
+2%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$2.1M
34,369
增持
VOO
VANGUARD INDEX FDS
+$2.1M
14,587
+45%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
12,227
+22%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.9M
139,564
+72%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$1.7M
34,590
增持
QUAL
ISHARES TR
+$1.6M
494,576
+6%
减持
IJR
ISHARES TR
-$1.6M
96,132
-5%
减持
MSFT
MICROSOFT CORP
-$1.6M
28,145
-2%
增持
FVAL
FIDELITY COVINGTON TRUST
+$1.5M
59,202
+82%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
72,982
+56%
减持
DFSD
DIMENSIONAL ETF TRUST
-$1.4M
393,522
-8%
清仓
CPNG
COUPANG INC
-$1.4M
0
-100%
清仓
IBMR
ISHARES TR
-$1.4M
0
-100%
减持
DUHP
DIMENSIONAL ETF TRUST
-$1.3M
712,489
-3%
增持
MA
MASTERCARD INCORPORATED
+$1.3M
4,127
+121%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.3M
19,170
增持
SUSA
ISHARES TR
+$1.3M
19,835
+135%
增持
FBCG
FIDELITY COVINGTON TRUST
+$1.3M
83,273
+86%
建仓
IAU
ISHARES GOLD TR
+$1.2M
21,168
建仓
WELL
WELLTOWER INC
+$1.2M
7,719
减持
DFNM
DIMENSIONAL ETF TRUST
-$1.2M
77,558
-24%
增持
FENI
FIDELITY COVINGTON TRUST
+$1.2M
101,720
+50%
增持
AGG
ISHARES TR
+$1.1M
16,433
+223%
增持
HYDB
ISHARES TR
+$1.1M
157,017
+18%
增持
FFSM
FIDELITY COVINGTON TRUST
+$1.1M
101,605
+89%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.1M
61,663
+395%
减持
ITOT
ISHARES TR
-$1.0M
147,281
-0%
减持
GOOG
ALPHABET INC
-$1.0M
17,339
-11%
建仓
—
ACCENTURE PLC IRELAND
+$1.0M
3,254
建仓
VXUS
VANGUARD STAR FDS
+$988.3K
15,915
减持
IJS
ISHARES TR
-$953.6K
79,045
-1%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$949.7K
116,468
+18%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$937.7K
42,990
+63%
建仓
BSV
VANGUARD BD INDEX FDS
+$937.7K
11,979
增持
VUG
VANGUARD INDEX FDS
+$924.7K
8,565
+56%
增持
JNJ
JOHNSON & JOHNSON
+$924.4K
22,088
+17%
增持
PEP
PEPSICO INC
+$917.3K
10,793
+134%
增持
DFGP
DIMENSIONAL ETF TRUST
+$897.1K
39,682
+71%
建仓
CACI
CACI INTL INC
+$891.2K
2,429
建仓
XBIL
RBB FD INC
+$886.5K
17,669
增持
HD
HOME DEPOT INC
+$883.7K
4,788
+114%
增持
GOOGL
ALPHABET INC
+$860.7K
18,901
+73%
增持
NEE
NEXTERA ENERGY INC
+$850.7K
16,782
+255%
增持
IBDR
ISHARES TR
+$848.7K
278,785
+14%
增持
JPM
JPMORGAN CHASE & CO.
+$838.1K
19,295
+19%
增持
DSI
ISHARES TR
+$821.0K
11,932
+228%
增持
CVX
CHEVRON CORP NEW
+$764.3K
9,108
+74%
增持
IBDS
ISHARES TR
+$762.5K
232,536
+15%
增持
PHYL
PGIM ETF TR
+$750.1K
47,238
+83%
建仓
BIL
SPDR SER TR
+$749.3K
8,168
增持
USFR
WISDOMTREE TR
+$748.7K
22,901
+185%
清仓
—
CRH PLC
-$722.5K
0
-100%
增持
OEF
ISHARES TR
+$718.1K
3,591
+308%
建仓
OBIL
RBB FD INC
+$716.0K
14,261
增持
PM
PHILIP MORRIS INTL INC
+$701.2K
8,858
+51%
建仓
BIV
VANGUARD BD INDEX FDS
+$699.9K
9,140
增持
—
EXXON MOBIL CORP
+$668.8K
24,682
+17%
建仓
ZTS
ZOETIS INC
+$645.5K
3,921
增持
GLD
SPDR GOLD TR
+$636.0K
3,204
+170%
增持
AMZN
AMAZON COM INC
-$635.7K
27,927
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$634.3K
158,062
+16%
建仓
GLW
CORNING INC
+$632.1K
13,808
清仓
WCC
WESCO INTL INC
-$624.1K
0
-100%
清仓
COHR
COHERENT CORP
-$622.2K
0
-100%
建仓
SPTS
SPDR SER TR
+$609.1K
20,830
减持
DIHP
DIMENSIONAL ETF TRUST
-$607.9K
434,161
-11%
增持
MCD
MCDONALDS CORP
+$575.6K
23,839
+1%
建仓
XYL
XYLEM INC
+$574.7K
4,811
增持
IBDT
ISHARES TR
+$570.6K
128,917
+20%
清仓
ILMN
ILLUMINA INC
-$561.0K
0
-100%
清仓
FISV
FISERV INC
-$559.3K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$552.3K
27,389
+27%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$544.4K
11,685
+141%
增持
DFLV
DIMENSIONAL ETF TRUST
+$542.8K
221,292
+7%
建仓
NYF
ISHARES TR
+$521.0K
9,896
建仓
ARCC
ARES CAPITAL CORP
+$492.7K
22,235
增持
VTI
VANGUARD INDEX FDS
+$492.3K
30,687
+12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$490.2K
9,394
+45%
清仓
ARMK
ARAMARK
-$487.1K
0
-100%
建仓
HACK
AMPLIFY ETF TR
+$482.9K
6,725
建仓
IGRO
ISHARES TR
+$482.3K
6,658
清仓
TRV
TRAVELERS COMPANIES INC
-$479.2K
0
-100%
增持
—
ISHARES TR
+$470.6K
198,587
+10%
增持
LQD
ISHARES TR
+$465.6K
50,129
+7%
增持
AVUV
AMERICAN CENTY ETF TR
+$449.7K
101,530
+17%
增持
GE
GE AEROSPACE
+$444.9K
7,384
+19%
建仓
—
BANK AMERICA CORP
+$444.4K
360
增持
DVY
ISHARES TR
+$437.4K
18,701
+18%
建仓
IBDW
ISHARES TR
+$436.6K
21,042
减持
VRT
VERTIV HOLDINGS CO
-$432.9K
4,437
-33%
增持
MRVL
MARVELL TECHNOLOGY INC
-$432.6K
13,863
+19%
清仓
RTX
RTX CORPORATION
-$432.3K
0
-100%
减持
NOW
SERVICENOW INC
-$425.1K
269
-55%
清仓
TNL
TRAVEL PLUS LEISURE CO
-$423.7K
0
-100%
减持
—
CONFLUENT INC
-$422.2K
38,061
-19%
减持
UPS
UNITED PARCEL SERVICE INC
-$420.2K
3,322
-47%
减持
SUSL
ISHARES TR
-$408.2K
26,063
-8%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$390.7K
0
-100%
增持
DISV
DIMENSIONAL ETF TRUST
+$389.5K
113,467
+3%
减持
DDOG
DATADOG INC
-$385.3K
6,640
-9%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$381.4K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$375.3K
5,533
+22%
增持
SPY
SPDR S&P 500 ETF TR
-$374.4K
27,261
+2%
清仓
TMUS
T-MOBILE US INC
-$370.2K
0
-100%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$363.1K
15,680
减持
MUB
ISHARES TR
-$361.6K
15,215
-18%
建仓
CLOI
VANECK ETF TRUST
+$361.1K
6,834
增持
SPYM
SPDR SER TR
+$355.2K
18,080
+49%
增持
EFA
ISHARES TR
+$352.1K
18,258
+21%
增持
DCOR
DIMENSIONAL ETF TRUST
+$351.6K
18,418
+52%
建仓
IUSG
ISHARES TR
+$341.6K
2,688
建仓
SCHE
SCHWAB STRATEGIC TR
+$337.3K
12,234
建仓
ED
CONSOLIDATED EDISON INC
+$337.1K
3,048
建仓
IBDV
ISHARES TR
+$334.2K
15,386
建仓
IWO
ISHARES TR
+$326.9K
1,279
建仓
UNP
UNION PAC CORP
+$319.6K
1,353
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$315.0K
4,150
建仓
SCHH
SCHWAB STRATEGIC TR
+$312.0K
14,504
增持
TSLA
TESLA INC
-$312.0K
3,422
+15%
增持
ABBV
ABBVIE INC
+$309.6K
7,070
+7%
建仓
MO
ALTRIA GROUP INC
+$303.0K
5,048
清仓
PAAS
PAN AMERN SILVER CORP
-$300.5K
0
-100%
增持
T
AT&T INC
+$298.6K
38,992
+10%
建仓
LRCX
LAM RESEARCH CORP
+$292.4K
4,022
清仓
FCX
FREEPORT-MCMORAN INC
-$291.4K
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$291.3K
7,400
建仓
DMLP
DORCHESTER MINERALS LP
+$290.3K
9,650
减持
DFAX
DIMENSIONAL ETF TRUST
+$289.8K
271,269
-1%
