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AXXCESS WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
AXXCESS WEALTH MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001911056
持仓数
373
前50大市值合计
$2.16B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 27
增持 49
减持 55
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$30.1M
805,068
-42%
减持
NOW
SERVICENOW INC
-$23.1M
250,471
-0%
减持
TIP
ISHARES TR
-$17.1M
22,093
-86%
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
SSO
PROSHARES TR
-$16.7M
106,074
-34%
增持
SHY
ISHARES TR
+$10.7M
195,477
+197%
清仓
HYG
ISHARES TR
-$7.9M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$7.2M
137,566
-4%
减持
IDXX
IDEXX LABS INC
-$6.8M
550
-95%
增持
STIP
ISHARES TR
+$6.7M
66,384
+2431%
增持
NFLX
NETFLIX INC
+$5.7M
21,955
+417%
增持
EMB
ISHARES TR
+$5.2M
56,564
+2053%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$5.0M
106,220
增持
CVX
CHEVRON CORP NEW
+$4.8M
52,807
+63%
减持
HD
HOME DEPOT INC
-$4.3M
27,865
-8%
减持
MS
MORGAN STANLEY
-$4.1M
24,848
-61%
减持
ARKK
ARK ETF TR
-$3.6M
57,866
-27%
减持
TXN
TEXAS INSTRS INC
-$3.6M
8,434
-69%
建仓
EWZ
ISHARES INC
+$3.5M
91,534
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.3M
63,942
-1%
建仓
—
JUNIPER NETWORKS INC
+$3.2M
85,628
增持
AGG
ISHARES TR
+$3.0M
198,300
+24%
建仓
COMT
ISHARES U S ETF TR
+$3.0M
74,503
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$2.4M
144,839
+531%
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
25,292
+39%
增持
META
META PLATFORMS INC
-$2.3M
26,664
+9%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.3M
78,875
+190%
减持
MSCI
MSCI INC
-$2.3M
11,870
-12%
减持
BIL
SPDR SER TR
-$2.2M
97,440
-20%
清仓
HNDL
STRATEGY SHS
-$2.2M
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$2.1M
382,023
-5%
增持
GLD
SPDR GOLD TR
+$2.0M
24,251
+105%
增持
TSLA
TESLA INC
+$2.0M
13,336
+14%
增持
GUNR
FLEXSHARES TR
+$1.9M
60,094
+153%
减持
MO
ALTRIA GROUP INC
-$1.9M
66,835
-41%
增持
ABBV
ABBVIE INC
+$1.8M
40,400
+15%
减持
NSA
NATIONAL STORAGE AFFILIATES
-$1.7M
164,083
-6%
增持
GDX
VANECK ETF TRUST
+$1.5M
130,665
+19%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$1.4M
19,362
-20%
建仓
PSFD
PACER FDS TR
+$1.4M
60,000
减持
ABT
ABBOTT LABS
-$1.4M
72,962
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
362,387
+8%
减持
SHOP
SHOPIFY INC
-$1.3M
882
-38%
增持
NOBL
PROSHARES TR
+$1.3M
19,528
+276%
减持
SPTI
SPDR SER TR
-$1.3M
319,410
-7%
增持
—
EXXON MOBIL CORP
+$1.3M
56,115
+3%
建仓
PALL
ABRDN PALLADIUM ETF TRUST
+$1.3M
6,177
清仓
ITB
ISHARES TR
-$1.3M
0
-100%
减持
DGRO
ISHARES TR
-$1.3M
11,626
-65%
增持
—
TWITTER INC
+$1.2M
62,193
+132%
减持
IEF
ISHARES TR
-$1.2M
3,184
-77%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.2M
18,517
-27%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.2M
10,333
-6%
建仓
—
DESPEGAR COM CORP
+$1.2M
95,043
增持
VTI
VANGUARD INDEX FDS
+$1.2M
18,112
+47%
增持
VXUS
VANGUARD STAR FDS
+$1.2M
30,312
+193%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.1M
82,648
-7%
清仓
EPAM
EPAM SYS INC
-$1.1M
0
-100%
减持
ROKU
ROKU INC
-$1.1M
8,878
-9%
增持
MSFT
MICROSOFT CORP
-$1.1M
80,753
+4%
建仓
—
PROSHARES TR II
+$1.1M
81,471
增持
XLU
SELECT SECTOR SPDR TR
+$1.1M
18,313
+370%
减持
EFA
ISHARES TR
-$1.1M
148,233
-3%
增持
SPYV
SPDR SER TR
+$1.1M
35,081
+268%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
60,050
+46%
减持
ARKG
ARK ETF TR
-$1.1M
7,769
-66%
减持
DIS
DISNEY WALT CO
-$1.0M
29,277
-10%
减持
XLK
SELECT SECTOR SPDR TR
-$1.0M
14,700
-24%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.0M
12,925
+6%
清仓
LFUS
LITTELFUSE INC
-$1.0M
0
-100%
清仓
SPIP
SPDR SER TR
-$1.0M
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.0M
22,034
-35%
减持
TGT
TARGET CORP
-$1.0M
1,858
-69%
建仓
COWZ
PACER FDS TR
+$997.0K
20,020
减持
SOXX
ISHARES TR
-$997.0K
2,250
-41%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$986.0K
9,870
减持
NEE
NEXTERA ENERGY INC
-$979.0K
74,003
-5%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$971.0K
57,314
+331%
增持
IWM
ISHARES TR
+$964.0K
24,448
+34%
建仓
VALE
VALE S A
+$962.0K
48,138
清仓
—
TRANE TECHNOLOGIES PLC
-$952.0K
0
-100%
建仓
BROS
DUTCH BROS INC
+$947.0K
17,135
清仓
TECH
BIO-TECHNE CORP
-$923.0K
0
-100%
减持
—
JOHNSON CTLS INTL PLC
-$922.0K
13,634
-39%
清仓
BRKR
BRUKER CORP
-$881.0K
0
-100%
减持
SPTL
SPDR SER TR
-$878.0K
126,932
-6%
增持
JNJ
JOHNSON & JOHNSON
+$870.0K
29,405
+16%
清仓
XYL
XYLEM INC
-$863.0K
0
-100%
建仓
DBO
INVESCO DB MULTI-SECTOR COMM
+$816.0K
47,115
增持
JPM
JPMORGAN CHASE & CO
-$813.0K
47,520
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$793.0K
18,120
+8%
清仓
SPEU
SPDR INDEX SHS FDS
-$792.0K
0
-100%
建仓
MOS
MOSAIC CO NEW
+$785.0K
11,805
建仓
CHH
CHOICE HOTELS INTL INC
+$784.0K
5,533
建仓
XBI
SPDR SER TR
+$777.0K
11,435
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$770.0K
3,918
-32%
建仓
TIPX
SPDR SER TR
+$761.0K
36,792
减持
PFE
PFIZER INC
-$759.0K
57,703
-9%
减持
VTIP
VANGUARD MALVERN FDS
-$756.0K
45,466
-24%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$753.0K
0
-100%
建仓
CF
CF INDS HLDGS INC
+$746.0K
7,237
增持
CSX
CSX CORP
+$742.0K
172,391
+13%
减持
—
EATON CORP PLC
-$736.0K
1,394
-75%
清仓
ROK
ROCKWELL AUTOMATION INC
-$726.0K
0
-100%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$725.0K
67,179
+105%
增持
—
MEDTRONIC PLC
+$722.0K
11,471
+115%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$714.0K
3,277
-6%
建仓
CRVL
CORVEL CORP
+$714.0K
4,237
清仓
PAWZ
PROSHARES TR
-$712.0K
0
-100%
减持
U
UNITY SOFTWARE INC
-$699.0K
8,834
-20%
清仓
APD
AIR PRODS & CHEMS INC
-$691.0K
0
-100%
减持
IVV
ISHARES TR
-$690.0K
11,898
-7%
建仓
FMC
FMC CORP
+$687.0K
5,224
增持
VOO
VANGUARD INDEX FDS
+$686.0K
3,234
+115%
清仓
LKQ
LKQ CORP
-$686.0K
0
-100%
增持
IGSB
ISHARES TR
+$683.0K
30,627
+83%
减持
EOG
EOG RES INC
+$679.0K
31,042
-9%
建仓
COKE
COCA COLA CONS INC
+$670.0K
1,348
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$665.0K
0
-100%
建仓
EZA
ISHARES INC
+$655.0K
11,795
减持
WM
WASTE MGMT INC DEL
-$654.0K
2,774
-58%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$649.0K
14,907
+55%
增持
IEI
ISHARES TR
+$645.0K
9,755
+130%
增持
WRB
BERKLEY W R CORP
+$644.0K
16,180
+208%
增持
BOND
PIMCO ETF TR
+$644.0K
11,400
+141%
减持
DBC
INVESCO DB COMMDY INDX TRCK
+$643.0K
186,933
-8%
增持
CRM
SALESFORCE COM INC
-$643.0K
24,248
+6%
减持
EXR
EXTRA SPACE STORAGE INC
-$642.0K
29,171
-0%
增持
AAPL
APPLE INC
+$625.0K
226,339
+3%
增持
V
VISA INC
+$625.0K
11,478
+30%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$621.0K
40,206
-28%
清仓
LQDI
ISHARES U S ETF TR
-$620.0K
0
-100%
减持
F
FORD MTR CO DEL
-$619.0K
35,528
-40%
清仓
USHY
ISHARES TR
-$618.0K
0
-100%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$615.0K
22,065
减持
TER
TERADYNE INC
-$600.0K
8,361
-14%
增持
SCHB
SCHWAB STRATEGIC TR
-$599.0K
37,929
+63%
增持
TLT
ISHARES TR
+$594.0K
55,233
+44%
减持
MRNA
MODERNA INC
-$589.0K
1,186
-62%
增持
KO
COCA COLA CO
+$585.0K
39,876
+25%
减持
QUAL
ISHARES TR
-$580.0K
3,396
-52%
建仓
INFL
LISTED FD TR
+$579.0K
17,380
建仓
EDV
VANGUARD WORLD FD
+$578.0K
4,750
减持
PFF
ISHARES TR
-$574.0K
12,330
-52%
增持
GOOG
ALPHABET INC
+$573.0K
2,025
+15%
建仓
CCK
CROWN HLDGS INC
+$568.0K
4,544
减持
POOL
POOL CORP
-$567.0K
1,702
-25%
减持
GOVT
ISHARES TR
-$562.0K
11,737
-63%
增持
COIN
COINBASE GLOBAL INC
-$555.0K
9,766
+2%
增持
SLV
ISHARES SILVER TR
+$552.0K
38,306
+153%
建仓
—
BUNGE LIMITED
+$551.0K
4,976
