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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
增持 1
减持 143
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$26.4M
12
-74%
减持
BIL
SPDR SERIES TRUST
-$10.7M
4,507
-96%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.0M
8,996
-31%
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。
减持
AAPL
APPLE INC
-$1.9M
108,157
-6%
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.7M
3,998,696
-1%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$1.2M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$776.2K
95,913
-4%
减持
MSFT
MICROSOFT CORP
-$758.0K
36,469
-4%
减持
DFUS
DIMENSIONAL ETF TRUST
-$572.0K
3,866,695
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$564.2K
22,235
-7%
减持
QUAL
ISHARES TR
-$519.8K
460,653
-1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$514.1K
441,361
-0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$486.4K
2,042,632
-1%
减持
AVGO
BROADCOM INC
-$477.6K
9,320
-13%
减持
GOOGL
ALPHABET INC
-$469.9K
32,395
-4%
减持
VOO
VANGUARD INDEX FDS
-$452.2K
11,958
-6%
减持
AMZN
AMAZON COM INC
-$416.4K
37,359
-5%
减持
META
META PLATFORMS INC
-$413.2K
7,393
-8%
清仓
APH
AMPHENOL CORP NEW
-$382.9K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$382.5K
5,920
-27%
减持
DIS
DISNEY WALT CO
-$368.5K
8,057
-29%
清仓
ISCF
ISHARES TR
-$354.3K
0
-100%
减持
GOOG
ALPHABET INC
-$342.7K
26,914
-4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$341.6K
2,402
-32%
清仓
MCK
MCKESSON CORP
-$326.5K
0
-100%
减持
V
VISA INC
-$300.9K
5,812
-13%
减持
COST
COSTCO WHSL CORP NEW
-$265.9K
1,712
-15%
减持
HOOD
ROBINHOOD MKTS INC
-$260.1K
3,998
-37%
减持
WMT
WALMART INC
-$254.6K
14,601
-14%
减持
IDXX
IDEXX LABS INC
-$236.8K
1,191
-23%
清仓
—
ASML HOLDING N V
-$229.2K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$215.2K
4,141
-8%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$207.6K
323,410
-1%
减持
JNJ
JOHNSON & JOHNSON
-$205.1K
32,677
-3%
清仓
GLDM
WORLD GOLD TR
-$204.5K
0
-100%
减持
PODD
INSULET CORP
-$199.0K
2,398
-23%
减持
DXCM
DEXCOM INC
-$192.5K
11,637
-20%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$184.9K
446,956
-1%
减持
GEV
GE VERNOVA INC
-$177.1K
777
-26%
减持
ROST
ROSS STORES INC
-$162.1K
1,960
-31%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$161.7K
127,279
-2%
减持
LLY
ELI LILLY & CO
-$161.2K
772
-16%
减持
MOAT
VANECK ETF TRUST
-$160.0K
6,116
-20%
减持
PVAL
PUTNAM ETF TRUST
-$154.9K
682,631
-0%
减持
—
ASTRAZENECA PLC
-$151.2K
2,748
-37%
减持
UBER
UBER TECHNOLOGIES INC
-$144.8K
10,449
-14%
减持
CAT
CATERPILLAR INC
-$144.4K
3,268
-7%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$139.4K
273
-27%
减持
CLOI
VANECK ETF TRUST
-$125.0K
360,072
-1%
减持
ABBV
ABBVIE INC
-$121.8K
9,275
-5%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$119.4K
190,232
-1%
减持
SPYM
SPDR SERIES TRUST
-$113.3K
14,171
-9%
减持
HYDB
ISHARES TR
-$109.3K
101,204
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$96.4K
86
-17%
减持
TSLA
TESLA INC
-$94.4K
5,050
-4%
减持
DUHP
DIMENSIONAL ETF TRUST
-$86.9K
706,915
-0%
减持
DFAI
DIMENSIONAL ETF TRUST
-$86.7K
957,467
-0%
减持
GD
GENERAL DYNAMICS CORP
-$85.9K
670
-28%
减持
DFIV
DIMENSIONAL ETF TRUST
-$81.3K
896,241
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$79.5K
252,764
-1%
减持
TXN
TEXAS INSTRS INC
-$79.3K
1,629
-22%
减持
WFC
WELLS FARGO CO NEW
-$69.6K
5,454
-12%
减持
SPY
SPDR S&P 500 ETF TR
-$67.5K
29,203
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$64.1K
812,006
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$62.0K
6,848
-3%
减持
PG
PROCTER AND GAMBLE CO
-$61.0K
7,250
-92%
减持
BAC
BANK AMERICA CORP
-$58.2K
20,630
-5%
减持
VBK
VANGUARD INDEX FDS
-$58.0K
5,652
-3%
减持
AXP
AMERICAN EXPRESS CO
-$56.6K
2,268
-6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$54.6K
24,881
-4%
减持
DFAS
DIMENSIONAL ETF TRUST
-$54.1K
547,711
-0%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$52.3K
19,329
-5%
减持
MS
MORGAN STANLEY
-$51.8K
5,147
-5%
减持
NVO
NOVO-NORDISK A S
-$50.9K
20,751
-5%
减持
—
ACCENTURE PLC IRELAND
-$50.9K
3,013
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$48.9K
683
-18%
减持
PM
PHILIP MORRIS INTL INC
-$48.4K
9,692
-3%
减持
FNDE
SCHWAB STRATEGIC TR
-$47.4K
270,629
-0%
减持
—
EATON CORP PLC
-$45.9K
2,209
-6%
减持
MU
MICRON TECHNOLOGY INC
-$44.8K
1,994
-7%
减持
AVUV
AMERICAN CENTY ETF TR
-$41.4K
52,737
-1%
减持
LOW
LOWES COS INC
-$41.0K
2,464
-6%
减持
NEE
NEXTERA ENERGY INC
-$38.0K
21,127
-2%
减持
INTC
INTEL CORP
-$36.9K
15,130
-6%
减持
MCD
MCDONALDS CORP
-$35.8K
15,975
-1%
减持
CRM
SALESFORCE INC
-$35.0K
5,528
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$34.8K
8,752
-4%
减持
PGR
PROGRESSIVE CORP
-$34.2K
1,117
-12%
减持
BLK
BLACKROCK INC
-$34.0K
510
-6%
增持
UAL
UNITED AIRLS HLDGS INC
+$33.5K
2,738
+12%
减持
EEMS
ISHARES INC
-$33.3K
17,778
-3%
减持
PEP
PEPSICO INC
-$32.3K
11,901
-2%
减持
ANET
ARISTA NETWORKS INC
-$31.2K
2,227
-10%
减持
VTI
VANGUARD INDEX FDS
-$30.8K
35,300
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$30.7K
1,663
-3%
减持
DISV
DIMENSIONAL ETF TRUST
-$30.1K
145,809
-1%
减持
SYK
STRYKER CORPORATION
-$29.9K
2,604
-3%
减持
GILD
GILEAD SCIENCES INC
-$29.2K
2,498
-9%
减持
—
EXXON MOBIL CORP
-$28.4K
30,301
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$27.9K
19,930
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$27.7K
1,300
-10%
减持
VGT
VANGUARD WORLD FD
-$27.1K
1,828
-2%
减持
TJX
TJX COS INC NEW
-$26.9K
4,333
-4%
减持
F
FORD MTR CO
-$26.2K
16,826
-11%
减持
BX
BLACKSTONE INC
-$23.1K
9,156
-2%
减持
DE
DEERE & CO
-$22.8K
697
-7%
减持
SO
SOUTHERN CO
-$22.6K
4,143
-6%
减持
HWM
HOWMET AEROSPACE INC
-$21.5K
1,830
-5%
减持
ORCL
ORACLE CORP
-$21.1K
5,598
-2%
减持
AMAT
APPLIED MATLS INC
-$20.3K
10,599
-1%
减持
COP
CONOCOPHILLIPS
-$20.2K
4,328
-5%
减持
SHOP
SHOPIFY INC
-$19.3K
6,864
-2%
减持
ADBE
ADOBE INC
-$19.3K
598
-8%
减持
IVE
ISHARES TR
-$19.1K
35,081
-0%
减持
—
LINDE PLC
-$18.8K
1,370
-3%
减持
UNP
UNION PAC CORP
-$18.5K
1,660
-5%
减持
CVX
CHEVRON CORP NEW
-$17.5K
12,031
-1%
减持
RTX
RTX CORPORATION
-$17.4K
7,267
-1%
减持
BNY
BANK NEW YORK MELLON CORP
-$17.3K
5,738
-3%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$17.2K
2,310
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$15.9K
1,292
-5%
减持
IWS
ISHARES TR
-$15.8K
3,845
-3%
减持
ADI
ANALOG DEVICES INC
-$15.5K
12,585
-0%
减持
SPGI
S&P GLOBAL INC
-$15.2K
790
-4%
减持
GS
GOLDMAN SACHS GROUP INC
-$14.9K
1,419
-1%
减持
C
CITIGROUP INC
-$13.9K
3,149
-4%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$13.2K
8,538
-6%
减持
FTNT
FORTINET INC
-$12.7K
5,351
-3%
减持
INTU
INTUIT
-$12.6K
468
-4%
减持
HD
HOME DEPOT INC
-$12.4K
8,834
-0%
减持
BA
BOEING CO
-$12.4K
1,888
-3%
减持
MMM
3M CO
-$12.3K
2,653
-3%
减持
NOW
SERVICENOW INC
-$12.3K
4,031
-2%
减持
D
DOMINION ENERGY INC
-$12.0K
8,609
-2%
减持
GLW
CORNING INC
-$11.9K
12,938
-1%
减持
VBR
VANGUARD INDEX FDS
-$11.9K
1,856
-3%
减持
CSCO
CISCO SYS INC
-$11.8K
13,500
-1%
减持
EOG
EOG RES INC
-$11.8K
2,828
-4%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$11.7K
2,840
-1%
减持
MRK
MERCK & CO INC
-$11.6K
27,728
-0%
减持
IEFA
ISHARES TR
-$10.7K
26,787
-0%
减持
CME
CME GROUP INC
-$9.8K
2,455
-1%
减持
IWN
ISHARES TR
-$9.8K
2,932
-2%
减持
KO
COCA COLA CO
-$9.7K
4,205
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$9.6K
4,392
-1%
减持
ABT
ABBOTT LABS
-$9.5K
6,631
-1%
减持
DDOG
DATADOG INC
-$9.5K
5,045
-1%
减持
DHR
DANAHER CORPORATION
-$9.4K
2,704
-1%
减持
ITOT
ISHARES TR
-$9.2K
136,654
-0%
减持
MPC
MARATHON PETE CORP
-$9.2K
3,176
-2%
