小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 26
增持 74
减持 39
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$36.6M
3,407,495
+29%
增持
DFUS
DIMENSIONAL ETF TRUST
+$28.8M
3,566,773
+4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$15.3M
401,956
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。
+9%
增持
DFIV
DIMENSIONAL ETF TRUST
+$9.4M
810,142
+24%
建仓
QQQ
INVESCO QQQ TR
+$9.1M
15,148
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$8.7M
373,046
+43%
增持
PVAL
PUTNAM ETF TRUST
+$8.3M
533,149
+48%
增持
CLOI
VANECK ETF TRUST
+$8.0M
266,129
+130%
增持
AAPL
APPLE INC
+$6.4M
108,343
+5%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$6.3M
290,983
+36%
减持
DFSD
DIMENSIONAL ETF TRUST
-$6.1M
351,132
-27%
减持
DFCF
DIMENSIONAL ETF TRUST
-$4.7M
252,357
-31%
减持
DFAC
DIMENSIONAL ETF TRUST
+$4.0M
2,074,151
-2%
增持
HYDB
ISHARES TR
+$3.2M
225,245
+41%
增持
FBCG
FIDELITY COVINGTON TRUST
+$2.7M
146,205
+37%
增持
FNDE
SCHWAB STRATEGIC TR
+$2.7M
247,389
+30%
减持
QUAL
ISHARES TR
+$2.5M
440,423
-3%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.5M
163,570
+9%
减持
NVDA
NVIDIA CORPORATION
+$2.3M
86,421
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
28,029
+6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.2M
832,056
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.1M
884,707
+2%
建仓
IBDU
ISHARES TR
+$2.1M
87,832
增持
AVMU
AMERICAN CENTY ETF TR
+$1.9M
107,004
+58%
增持
FVAL
FIDELITY COVINGTON TRUST
+$1.6M
83,950
+30%
增持
GOOG
ALPHABET INC
+$1.6M
24,138
+1%
增持
GOOGL
ALPHABET INC
+$1.6M
23,390
+1%
增持
MSFT
MICROSOFT CORP
+$1.5M
34,419
+5%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$1.5M
39,127
增持
FFSM
FIDELITY COVINGTON TRUST
+$1.4M
157,161
+35%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.4M
81,632
-22%
减持
ITOT
ISHARES TR
+$1.4M
133,716
-0%
建仓
XNXJX
NUVEEN NEW JERSEY QULT MUN F
+$1.4M
109,629
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
32,942
+5%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.2M
205,592
+13%
清仓
GSUS
GOLDMAN SACHS ETF TR
-$1.2M
0
-100%
增持
MRK
MERCK & CO INC
+$1.1M
29,338
+76%
增持
MUB
ISHARES TR
+$1.1M
30,913
+46%
增持
DFEV
DIMENSIONAL ETF TRUST
+$1.1M
99,239
+43%
增持
FENI
FIDELITY COVINGTON TRUST
+$1.1M
130,606
+23%
增持
IBDR
ISHARES TR
+$1.0M
315,147
+15%
减持
DFAS
DIMENSIONAL ETF TRUST
+$1.0M
543,487
-4%
减持
IVV
ISHARES TR
+$987.8K
28,886
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$986.5K
18,707
-46%
增持
PHYL
PGIM ETF TR
+$982.5K
89,832
+43%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$909.8K
12,916
-59%
增持
DYNF
BLACKROCK ETF TRUST
+$908.0K
43,757
+42%
增持
FELC
FIDELITY COVINGTON TRUST
+$904.9K
85,295
+29%
增持
EEMS
ISHARES INC
+$894.6K
48,692
+31%
增持
FTEC
FIDELITY COVINGTON TRUST
+$888.2K
7,532
+89%
减持
VTI
VANGUARD INDEX FDS
+$863.1K
40,244
-1%
增持
IBDV
ISHARES TR
+$833.1K
52,329
+253%
减持
GSLC
GOLDMAN SACHS ETF TR
-$804.9K
3,663
-65%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$797.7K
0
-100%
减持
LQD
ISHARES TR
-$796.6K
46,402
-15%
减持
IWF
ISHARES TR
+$788.6K
19,821
-1%
增持
EMNT
PIMCO ETF TR
+$785.8K
11,444
+227%
减持
DFAT
DIMENSIONAL ETF TRUST
+$776.0K
788,013
-6%
减持
IJH
ISHARES TR
+$742.8K
607,434
-3%
减持
FLOT
ISHARES TR
-$741.5K
108,855
-12%
增持
TSLA
TESLA INC
+$735.5K
5,079
+6%
增持
AVGO
BROADCOM INC
+$721.4K
9,477
+9%
增持
ABBV
ABBVIE INC
+$700.2K
9,080
+20%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$690.3K
5,828
+113%
增持
DFLV
DIMENSIONAL ETF TRUST
+$684.1K
263,096
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$682.0K
21,214
+2%
减持
DIHP
DIMENSIONAL ETF TRUST
-$677.0K
345,040
-9%
增持
XLP
SELECT SECTOR SPDR TR
+$659.8K
16,262
+114%
增持
GE
GE AEROSPACE
+$631.3K
8,512
+14%
增持
IBDS
ISHARES TR
+$618.4K
248,625
+11%
减持
BND
VANGUARD BD INDEX FDS
-$596.7K
22,028
-27%
减持
DFAU
DIMENSIONAL ETF TRUST
+$589.5K
438,890
-5%
增持
AMZN
AMAZON COM INC
+$575.9K
36,305
+8%
增持
IVE
ISHARES TR
+$557.7K
32,947
+3%
减持
AVUS
AMERICAN CENTY ETF TR
-$549.2K
124,394
-11%
增持
BIL
SPDR SERIES TRUST
+$531.3K
11,735
+97%
减持
VB
VANGUARD INDEX FDS
-$525.3K
12,810
-20%
增持
IBDT
ISHARES TR
+$522.7K
145,363
+16%
清仓
BIV
VANGUARD BD INDEX FDS
-$518.5K
0
-100%
减持
EFIV
SPDR SERIES TRUST
-$459.2K
10,837
-45%
增持
SCHG
SCHWAB STRATEGIC TR
+$450.0K
26,611
+95%
增持
DISV
DIMENSIONAL ETF TRUST
+$442.5K
127,114
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$426.6K
58,408
+14%
减持
—
ISHARES TR
-$423.8K
171,989
-9%
建仓
SUSB
ISHARES TR
+$422.4K
16,691
增持
BINC
BLACKROCK ETF TRUST II
+$408.9K
14,574
+110%
减持
GLW
CORNING INC
+$406.6K
13,850
-0%
增持
IEFA
ISHARES TR
+$404.3K
31,127
+12%
建仓
IVAL
EA SERIES TRUST
+$377.4K
12,508
增持
XLK
SELECT SECTOR SPDR TR
+$373.2K
12,883
+0%
增持
DCOR
DIMENSIONAL ETF TRUST
+$358.0K
36,984
+7%
增持
ORCL
ORACLE CORP
+$353.6K
4,523
+8%
减持
IUSB
ISHARES TR
-$348.1K
160,235
-5%
增持
META
META PLATFORMS INC
+$345.9K
5,729
+9%
减持
VNQ
VANGUARD INDEX FDS
-$344.2K
23,708
-16%
减持
IJS
ISHARES TR
+$335.1K
61,614
-5%
清仓
SGOV
ISHARES TR
-$334.1K
0
-100%
增持
IGV
ISHARES TR
+$317.9K
15,682
+16%
减持
IGSB
ISHARES TR
-$309.5K
66,408
-9%
减持
NVO
NOVO-NORDISK A S
-$306.9K
21,875
-1%
减持
DXCM
DEXCOM INC
-$306.2K
14,896
-1%
增持
SUB
ISHARES TR
+$297.8K
9,977
+38%
减持
HDV
ISHARES TR
-$295.8K
3,891
-41%
建仓
AVGV
AMERICAN CENTY ETF TR
+$289.7K
4,119
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$284.3K
12,376
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$283.5K
1,100
+67%
建仓
IBDX
ISHARES TR
+$281.6K
10,993
减持
IQLT
ISHARES TR
-$281.2K
44,213
-14%
建仓
GD
GENERAL DYNAMICS CORP
+$280.5K
823
建仓
ITAN
EA SERIES TRUST
+$279.9K
8,064
清仓
MSTR
MICROSTRATEGY INC
-$276.5K
0
-100%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$276.4K
15,152
建仓
QMOM
EA SERIES TRUST
+$276.2K
4,286
减持
DFAX
DIMENSIONAL ETF TRUST
+$275.2K
258,020
-3%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$274.7K
8,038
增持
CAT
CATERPILLAR INC
+$267.3K
2,689
+3%
减持
WFC
WELLS FARGO CO NEW
-$266.6K
6,528
-36%
清仓
UPS
UNITED PARCEL SERVICE INC
-$263.1K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$261.1K
18,726
-3%
增持
HD
HOME DEPOT INC
+$259.4K
5,382
+3%
建仓
SYLD
CAMBRIA ETF TR
+$258.4K
3,764
建仓
NSC
NORFOLK SOUTHN CORP
+$255.6K
851
增持
AMD
ADVANCED MICRO DEVICES INC
+$255.5K
4,890
+30%
建仓
XAR
SPDR SERIES TRUST
+$251.9K
1,072
清仓
MLPX
GLOBAL X FDS
-$251.0K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$250.1K
19,790
+3%
增持
BX
BLACKSTONE INC
+$249.8K
8,640
+5%
增持
CVX
CHEVRON CORP NEW
+$249.8K
10,774
+8%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$249.5K
2,500
减持
—
ACCENTURE PLC IRELAND
-$247.1K
3,106
-8%
增持
AMAT
APPLIED MATLS INC
+$246.9K
10,558
+1%
清仓
GSSC
GOLDMAN SACHS ETF TR
-$246.3K
0
-100%
建仓
THRO
BLACKROCK ETF TRUST
+$245.7K
6,491
增持
SHOP
SHOPIFY INC
+$241.8K
6,555
+3%
减持
VV
VANGUARD INDEX FDS
-$241.4K
14,055
-12%
建仓
CGW
INVESCO EXCH TRADED FD TR II
+$237.7K
3,700
清仓
PYPL
PAYPAL HLDGS INC
-$233.5K
0
-100%
增持
RTX
RTX CORPORATION
+$233.0K
6,536
+11%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$229.1K
0
-100%
建仓
EUSB
ISHARES TR
+$227.3K
5,176
清仓
CHD
CHURCH & DWIGHT CO INC
-$226.6K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$225.8K
4,637
+14%
建仓
COF
CAPITAL ONE FINL CORP
+$225.0K
1,058
增持
—
EXXON MOBIL CORP
+$222.9K
25,803
+4%
建仓
URI
UNITED RENTALS INC
+$221.2K
232
建仓
STIP
ISHARES TR
+$220.8K
2,137
建仓
SCHA
SCHWAB STRATEGIC TR
+$220.7K
7,909
增持
GLD
SPDR GOLD TR
+$216.5K
3,608
+3%
建仓
ITA
ISHARES TR
+$215.1K
1,028
建仓
USXF
ISHARES TR
+$214.9K
3,750
