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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 32
增持 91
减持 23
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$35.6M
2,644,754
+41%
增持
DFUS
DIMENSIONAL ETF TRUST
+$24.0M
3,425,092
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$17.4M
261,553
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。
+1264%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$14.1M
369,827
+2%
减持
DFCF
DIMENSIONAL ETF TRUST
-$13.7M
367,532
-47%
增持
DFAC
DIMENSIONAL ETF TRUST
+$12.0M
2,121,805
+9%
增持
PVAL
PUTNAM ETF TRUST
+$8.5M
360,157
+131%
增持
DFIV
DIMENSIONAL ETF TRUST
+$8.1M
651,838
+30%
增持
NVDA
NVIDIA CORPORATION
+$7.3M
87,192
+46%
增持
CLOI
VANECK ETF TRUST
+$5.8M
115,680
+1593%
增持
MSFT
MICROSOFT CORP
+$5.7M
32,770
+16%
增持
IVV
ISHARES TR
+$5.5M
29,547
+29%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$5.3M
214,045
+38%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.7M
460,202
+19%
增持
DFSD
DIMENSIONAL ETF TRUST
+$4.3M
479,978
+22%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.3M
868,937
+5%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$4.0M
149,524
+28%
增持
VTI
VANGUARD INDEX FDS
+$3.9M
40,614
+32%
增持
IWF
ISHARES TR
+$3.9M
20,010
+56%
增持
IGSB
ISHARES TR
+$3.5M
72,613
+1059%
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.2M
567,923
+3%
建仓
AVMU
AMERICAN CENTY ETF TR
+$3.0M
67,682
增持
IUSB
ISHARES TR
+$2.8M
169,427
+56%
减持
MCD
MCDONALDS CORP
-$2.5M
16,943
-29%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.4M
732,193
+3%
增持
IJH
ISHARES TR
+$2.4M
627,190
+0%
增持
VUG
VANGUARD INDEX FDS
+$2.3M
12,541
+46%
增持
AMZN
AMAZON COM INC
+$2.1M
33,710
+21%
增持
FNDE
SCHWAB STRATEGIC TR
+$2.0M
189,899
+36%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.9M
19,281
+105%
增持
FBCG
FIDELITY COVINGTON TRUST
+$1.8M
106,797
+28%
减持
PFXF
VANECK ETF TRUST
-$1.8M
86,107
-56%
减持
DFNM
DIMENSIONAL ETF TRUST
-$1.7M
41,463
-47%
建仓
DYNF
BLACKROCK ETF TRUST
+$1.7M
30,893
增持
ADI
ANALOG DEVICES INC
+$1.6M
12,487
+87%
增持
GOOG
ALPHABET INC
+$1.5M
24,007
+38%
增持
AAPL
APPLE INC
+$1.5M
103,479
+17%
增持
NFLX
NETFLIX INC
+$1.5M
2,748
+15%
增持
VBK
VANGUARD INDEX FDS
+$1.4M
6,017
+583%
减持
QUAL
ISHARES TR
-$1.4M
454,704
-8%
减持
DFAR
DIMENSIONAL ETF TRUST
-$1.4M
37,163
-61%
建仓
VGT
VANGUARD WORLD FD
+$1.3M
1,960
增持
IVW
ISHARES TR
+$1.3M
18,003
+142%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
20,729
+7%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.3M
63,069
+156%
增持
NVO
NOVO-NORDISK A S
+$1.2M
22,034
+432%
减持
IJS
ISHARES TR
-$1.2M
65,120
-18%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.2M
256,989
+16%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.2M
2,844
+279%
增持
DCOR
DIMENSIONAL ETF TRUST
+$1.2M
34,445
+87%
建仓
GSUS
GOLDMAN SACHS ETF TR
+$1.2M
13,666
增持
V
VISA INC
+$1.2M
5,752
+130%
增持
GOOGL
ALPHABET INC
+$1.2M
23,150
+22%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.2M
181,232
+15%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
26,521
-3%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
31,320
+42%
增持
AVGO
BROADCOM INC
+$1.1M
8,725
+10%
增持
META
META PLATFORMS INC
+$976.5K
5,232
+5%
增持
MTUM
ISHARES TR
+$963.0K
22,260
+3%
增持
EEMS
ISHARES INC
+$962.4K
37,194
+43%
增持
ISRG
INTUITIVE SURGICAL INC
+$952.0K
2,456
+218%
增持
PANW
PALO ALTO NETWORKS INC
+$925.4K
7,112
+129%
增持
EFV
ISHARES TR
+$908.8K
56,055
+25%
增持
GSLC
GOLDMAN SACHS ETF TR
+$898.6K
10,563
+203%
建仓
BOXX
EA SERIES TRUST
+$887.1K
7,873
建仓
RTX
RTX CORPORATION
+$860.7K
5,894
增持
SYK
STRYKER CORPORATION
+$815.0K
2,638
+330%
增持
IGV
ISHARES TR
+$814.3K
13,568
+80%
增持
IYW
ISHARES TR
+$811.0K
7,625
+110%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$797.7K
20,113
增持
DISV
DIMENSIONAL ETF TRUST
+$790.0K
124,406
+10%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$785.2K
3,981
建仓
PZT
INVESCO EXCH TRADED FD TR II
+$781.5K
36,114
增持
IVE
ISHARES TR
+$727.5K
31,963
+10%
减持
DFAX
DIMENSIONAL ETF TRUST
+$714.2K
266,308
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$680.6K
104,621
+3%
减持
DFAT
DIMENSIONAL ETF TRUST
+$656.4K
835,698
-3%
建仓
CME
CME GROUP INC
+$648.3K
2,352
建仓
TFI
SPDR SERIES TRUST
+$642.8K
14,390
建仓
FTNT
FORTINET INC
+$642.7K
6,079
增持
TSLA
TESLA INC
+$636.3K
4,795
+40%
增持
BAC
BANK AMERICA CORP
+$635.3K
24,660
+94%
增持
DFEV
DIMENSIONAL ETF TRUST
+$623.9K
69,332
+29%
建仓
XLP
SELECT SECTOR SPDR TR
+$614.7K
7,592
增持
FELC
FIDELITY COVINGTON TRUST
+$613.0K
65,932
+24%
增持
EFG
ISHARES TR
+$611.8K
12,240
+61%
增持
FFSM
FIDELITY COVINGTON TRUST
+$611.5K
116,808
+15%
增持
FVAL
FIDELITY COVINGTON TRUST
+$609.5K
64,778
+9%
增持
NOW
SERVICENOW INC
+$606.6K
798
+197%
增持
MUB
ISHARES TR
+$601.9K
21,116
+39%
增持
PHYL
PGIM ETF TR
+$584.1K
62,805
+33%
增持
NOBL
PROSHARES TR
+$578.5K
9,376
+162%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$574.4K
12,223
-0%
增持
IWV
ISHARES TR
+$565.5K
10,671
+7%
增持
MRK
MERCK & CO INC
+$562.2K
16,626
+98%
建仓
TRV
TRAVELERS COMPANIES INC
+$554.0K
2,071
减持
VTEB
VANGUARD MUN BD FDS
-$544.6K
8,626
-56%
清仓
—
FLEX LTD
-$543.0K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$536.0K
10,156
+162%
减持
DIHP
DIMENSIONAL ETF TRUST
-$531.8K
378,587
-13%
清仓
NYF
ISHARES TR
-$521.0K
0
-100%
增持
BIZD
VANECK ETF TRUST
+$520.8K
112,475
+44%
增持
LQD
ISHARES TR
+$520.5K
54,457
+9%
增持
FENI
FIDELITY COVINGTON TRUST
+$514.9K
106,498
+5%
建仓
EMXC
ISHARES INC
+$510.6K
8,086
建仓
IWB
ISHARES TR
+$502.0K
1,478
建仓
MBB
ISHARES TR
+$496.3K
5,286
增持
MRVL
MARVELL TECHNOLOGY INC
+$489.9K
17,357
+25%
建仓
VUSB
VANGUARD BD INDEX FDS
+$486.8K
9,762
建仓
BKNG
BOOKING HOLDINGS INC
+$473.0K
82
减持
FLOT
ISHARES TR
-$470.3K
123,526
-7%
清仓
EUSB
ISHARES TR
-$463.1K
0
-100%
建仓
TLH
ISHARES TR
+$462.7K
4,554
增持
AMAT
APPLIED MATLS INC
+$454.1K
10,459
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$452.1K
51,162
+19%
增持
GE
GE AEROSPACE
+$451.3K
7,496
+2%
减持
CL
COLGATE PALMOLIVE CO
-$449.5K
19,341
-18%
建仓
RY
ROYAL BK CDA
+$436.9K
3,321
清仓
URI
UNITED RENTALS INC
-$431.4K
0
-100%
建仓
BLK
BLACKROCK INC
+$416.2K
397
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$408.4K
9,531
+130%
增持
—
JOHNSON CTLS INTL PLC
+$406.0K
13,512
+6%
减持
VV
VANGUARD INDEX FDS
+$405.3K
16,012
-1%
建仓
IEMG
ISHARES INC
+$400.8K
6,676
建仓
SCHG
SCHWAB STRATEGIC TR
+$399.1K
13,664
减持
NDAQ
NASDAQ INC
+$398.0K
29,972
-0%
减持
USFR
WISDOMTREE TR
-$397.9K
15,002
-34%
减持
AVDE
AMERICAN CENTY ETF TR
+$394.5K
84,222
-4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$390.5K
27,116
-29%
增持
CRM
SALESFORCE INC
+$390.5K
4,773
+41%
增持
EFA
ISHARES TR
+$388.4K
21,038
+15%
增持
AMLP
ALPS ETF TR
+$385.7K
15,589
+115%
建仓
IBMO
ISHARES TR
+$384.9K
15,021
建仓
IBMP
ISHARES TR
+$382.5K
15,089
增持
BX
BLACKSTONE INC
+$377.1K
8,199
+35%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$376.0K
31,201
+19%
建仓
—
ISHARES TR
+$375.4K
14,027
建仓
SPGI
S&P GLOBAL INC
+$369.3K
700
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$369.2K
15,897
+7%
建仓
BINC
BLACKROCK ETF TRUST II
+$367.0K
6,945
减持
IWN
ISHARES TR
-$366.0K
3,565
-42%
增持
IEFA
ISHARES TR
+$365.6K
27,712
+8%
建仓
QYLD
GLOBAL X FDS
+$360.1K
21,539
减持
XLK
SELECT SECTOR SPDR TR
+$357.2K
12,866
-8%
建仓
XYLD
GLOBAL X FDS
+$357.1K
9,170
增持
SCHX
SCHWAB STRATEGIC TR
+$356.7K
70,305
+14%
减持
VB
VANGUARD INDEX FDS
-$353.9K
15,962
-14%
增持
DIS
DISNEY WALT CO
+$353.3K
9,809
+12%
建仓
HOOD
ROBINHOOD MKTS INC
+$352.8K
3,769
增持
OEF
ISHARES TR
+$350.6K
4,347
+21%
