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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 34
增持 88
减持 23
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$29.0M
3,874,407
+9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$28.2M
4,035,401
+18%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$12.8M
443,394
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。
+10%
增持
BIL
SPDR SERIES TRUST
+$10.1M
121,814
+938%
增持
EFV
ISHARES TR
+$9.2M
180,907
+227%
建仓
DJP
BARCLAYS BANK PLC
+$8.6M
229,962
增持
PVAL
PUTNAM ETF TRUST
+$8.5M
686,031
+29%
增持
DFIV
DIMENSIONAL ETF TRUST
+$7.4M
897,869
+11%
建仓
EBND
SPDR SERIES TRUST
+$7.4M
347,657
增持
FLOT
ISHARES TR
+$6.9M
244,883
+125%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.7M
45,298
+196%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$6.4M
449,419
+20%
增持
QUAL
ISHARES TR
+$6.4M
463,270
+5%
增持
MBB
ISHARES TR
+$6.0M
67,527
+1287%
减持
HYDB
ISHARES TR
-$5.9M
103,512
-54%
增持
EFA
ISHARES TR
+$5.2M
74,671
+247%
增持
CLOI
VANECK ETF TRUST
+$5.0M
362,439
+36%
增持
GOOGL
ALPHABET INC
+$4.9M
33,896
+45%
建仓
FNDF
SCHWAB STRATEGIC TR
+$4.6M
102,718
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.4M
959,742
+8%
清仓
—
ISHARES TR
-$4.3M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.2M
129,868
+101%
增持
FLRN
SPDR SERIES TRUST
+$4.1M
140,209
+2024%
建仓
VLUE
ISHARES TR
+$4.0M
29,103
增持
VTV
VANGUARD INDEX FDS
+$3.9M
48,257
+68%
减持
DFSD
DIMENSIONAL ETF TRUST
-$3.8M
274,325
-22%
增持
AAPL
APPLE INC
+$3.7M
114,994
+6%
增持
AGG
ISHARES TR
+$3.6M
50,763
+258%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$3.0M
326,182
+12%
增持
GOOG
ALPHABET INC
+$2.9M
28,006
+16%
减持
AVUV
AMERICAN CENTY ETF TR
-$2.7M
53,143
-35%
增持
FNDX
SCHWAB STRATEGIC TR
+$2.6M
104,223
+932%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
100,075
+16%
减持
DFCF
DIMENSIONAL ETF TRUST
-$2.5M
194,532
-23%
增持
FBCG
FIDELITY COVINGTON TRUST
+$2.4M
187,635
+28%
增持
FVAL
FIDELITY COVINGTON TRUST
+$2.4M
113,798
+36%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.4M
191,398
+17%
建仓
MGV
VANGUARD WORLD FD
+$2.3M
16,560
减持
EEMS
ISHARES INC
-$2.1M
18,271
-62%
增持
BND
VANGUARD BD INDEX FDS
+$2.0M
49,789
+126%
清仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$1.5M
0
-100%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$1.5M
31,641
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.4M
2,054,917
-1%
减持
VTI
VANGUARD INDEX FDS
-$1.3M
35,392
-12%
增持
FFSM
FIDELITY COVINGTON TRUST
+$1.3M
192,881
+23%
增持
FENI
FIDELITY COVINGTON TRUST
+$1.3M
161,956
+24%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
29,302
+5%
清仓
XLP
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$1.3M
27,692
+136%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.2M
13,047
+256%
减持
IGV
ISHARES TR
-$1.2M
5,696
-64%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.2M
288,144
+10%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.2M
234,750
+14%
建仓
IGIB
ISHARES TR
+$1.2M
21,477
建仓
SPSB
SPDR SERIES TRUST
+$1.1M
36,704
增持
IBDR
ISHARES TR
+$1.1M
361,295
+15%
建仓
JMBS
JANUS DETROIT STR TR
+$1.1M
23,901
增持
TFLO
ISHARES TR
+$1.1M
116,786
+23%
增持
META
META PLATFORMS INC
+$1.1M
8,019
+40%
增持
AMZN
AMAZON COM INC
+$1.1M
39,163
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
23,986
+13%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.0M
146,601
+15%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.0M
548,487
+1%
建仓
XBOEX
BLACKROCK ENHANCED GLOBAL DI
+$998.6K
85,274
减持
SUSL
ISHARES TR
-$981.4K
15,452
-37%
增持
DUHP
DIMENSIONAL ETF TRUST
+$971.2K
709,200
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$965.3K
64,958
+97%
建仓
CAH
CARDINAL HEALTH INC
+$958.5K
4,664
增持
DFEV
DIMENSIONAL ETF TRUST
+$954.0K
122,072
+23%
建仓
EMLC
VANECK ETF TRUST
+$953.1K
36,915
增持
IVV
ISHARES TR
+$948.7K
29,612
+3%
增持
OEF
ISHARES TR
+$932.2K
7,083
+58%
建仓
VVR
INVESCO SR INCOME TR
+$919.8K
281,274
增持
HD
HOME DEPOT INC
+$871.6K
8,870
+65%
增持
FELC
FIDELITY COVINGTON TRUST
+$865.2K
105,951
+24%
增持
FNDE
SCHWAB STRATEGIC TR
+$860.7K
271,944
+10%
增持
JNJ
JOHNSON & JOHNSON
+$859.5K
33,668
+2%
增持
ITOT
ISHARES TR
+$852.5K
136,716
+2%
减持
IGSB
ISHARES TR
-$839.4K
50,722
-24%
增持
FTEC
FIDELITY COVINGTON TRUST
+$837.3K
11,175
+48%
建仓
SPAB
SPDR SERIES TRUST
+$835.1K
32,430
减持
SPYD
SPDR SERIES TRUST
-$834.6K
23,196
-44%
增持
MTUM
ISHARES TR
+$830.0K
25,046
+18%
增持
DYNF
BLACKROCK ETF TRUST
+$825.4K
56,172
+28%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$782.4K
47
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
-$774.0K
757,412
-4%
增持
—
EXXON MOBIL CORP
+$765.5K
30,537
+18%
增持
QQQ
INVESCO QQQ TR
+$754.8K
16,033
+6%
增持
TFI
SPDR SERIES TRUST
+$749.6K
30,999
+112%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$737.3K
23,447
+18%
增持
NFLX
NETFLIX INC
-$737.2K
29,140
+907%
增持
CAT
CATERPILLAR INC
+$733.3K
3,520
+31%
增持
DFGP
DIMENSIONAL ETF TRUST
+$715.0K
55,008
+35%
增持
WMT
WALMART INC
+$712.3K
16,886
+49%
减持
DFUV
DIMENSIONAL ETF TRUST
+$710.9K
813,382
-2%
减持
NOBL
PROSHARES TR
-$703.5K
3,622
-65%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$680.8K
2,370
减持
IUSB
ISHARES TR
-$678.8K
146,234
-9%
增持
IVE
ISHARES TR
+$654.9K
35,171
+7%
减持
IWF
ISHARES TR
-$617.8K
18,311
-8%
建仓
MU
MICRON TECHNOLOGY INC
+$614.0K
2,151
减持
IVW
ISHARES TR
-$609.8K
11,759
-31%
增持
AMAT
APPLIED MATLS INC
+$582.5K
10,678
+1%
增持
AVGO
BROADCOM INC
+$576.7K
10,700
+13%
增持
MSFT
MICROSOFT CORP
+$567.9K
38,037
+11%
减持
IJR
ISHARES TR
-$562.4K
76,581
-7%
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$550.7K
25,600
增持
MUB
ISHARES TR
+$537.4K
35,752
+16%
增持
LQD
ISHARES TR
+$537.0K
51,815
+12%
减持
VNQ
VANGUARD INDEX FDS
-$528.1K
18,525
-22%
建仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$526.3K
49,230
增持
VTEB
VANGUARD MUN BD FDS
+$519.1K
16,860
+157%
增持
DIHP
DIMENSIONAL ETF TRUST
+$494.2K
346,807
+1%
增持
PHYL
PGIM ETF TR
+$479.0K
104,016
+16%
增持
USFR
WISDOMTREE TR
+$469.8K
25,310
+58%
减持
MRK
MERCK & CO INC
+$467.9K
27,838
-5%
建仓
NFJ
VIRTUS DIVIDEND INTEREST & P
+$464.5K
36,035
建仓
R
RYDER SYS INC
+$454.6K
2,375
增持
IJH
ISHARES TR
+$453.9K
607,500
+0%
增持
VRT
VERTIV HOLDINGS CO
+$442.0K
6,666
+58%
建仓
MMM
3M CO
+$437.1K
2,730
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$436.2K
65,886
+13%
建仓
TEI
TEMPLETON EMERGING MKTS INCO
+$435.7K
67,552
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$416.0K
3,526
+50%
建仓
O
REALTY INCOME CORP
+$409.1K
7,258
建仓
—
ASTRAZENECA PLC
+$403.8K
4,393
增持
—
CONFLUENT INC
+$400.9K
38,208
+0%
增持
—
JOHNSON CTLS INTL PLC
+$398.2K
16,012
+16%
建仓
HWM
HOWMET AEROSPACE INC
+$396.7K
1,935
减持
HUBS
HUBSPOT INC
-$394.3K
1,273
-34%
增持
VV
VANGUARD INDEX FDS
+$386.2K
14,971
+7%
建仓
SO
SOUTHERN CO
+$383.8K
4,402
建仓
APH
AMPHENOL CORP NEW
+$382.9K
2,833
清仓
—
ISHARES TR
-$381.6K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$371.7K
8,072
+39%
建仓
FNDA
SCHWAB STRATEGIC TR
+$368.1K
11,682
建仓
HEQ
JOHN HANCOCK DIVERSIFIED INC
+$365.0K
33,953
增持
VOO
VANGUARD INDEX FDS
+$361.7K
12,679
+2%
建仓
ISCF
ISHARES TR
+$354.3K
8,541
减持
DFAU
DIMENSIONAL ETF TRUST
-$349.4K
421,672
-4%
清仓
DFIP
DIMENSIONAL ETF TRUST
-$348.1K
0
-100%
建仓
FDX
FEDEX CORP
+$338.0K
1,170
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$337.3K
7,057
+14%
建仓
RMT
ROYCE MICRO-CAP TR INC
+$327.8K
31,430
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$327.8K
13,030
+5%
建仓
MCK
MCKESSON CORP
+$326.5K
398
建仓
—
MEDTRONIC PLC
+$324.8K
3,381
增持
V
VISA INC
+$321.3K
6,670
+13%
增持
XAR
SPDR SERIES TRUST
+$312.9K
2,341
+118%
减持
VZ
VERIZON COMMUNICATIONS INC
-$311.1K
18,250
-24%
