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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 15
增持 47
减持 59
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
NOW
SERVICENOW INC
-$20.3M
250,691
+0%
增持
QQQ
INVESCO QQQ TR
-$18.9M
152,826
+11%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$18.7M
0
-100%
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。
增持
COWZ
PACER FDS TR
+$15.1M
372,802
+1762%
增持
SHV
ISHARES TR
+$11.3M
105,667
+3785%
清仓
EFA
ISHARES TR
-$10.9M
0
-100%
增持
MGK
VANGUARD WORLD FD
+$9.1M
57,265
+966%
增持
IEF
ISHARES TR
+$7.9M
80,384
+2425%
减持
SPTI
SPDR SER TR
-$7.8M
64,523
-80%
增持
AAPL
APPLE INC
-$7.5M
232,230
+3%
减持
SSO
PROSHARES TR
-$6.7M
6,913
-93%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$6.6M
345,165
+2878%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.6M
939,248
+17%
增持
SHY
ISHARES TR
+$6.3M
272,934
+40%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$6.3M
281,883
减持
NFLX
NETFLIX INC
-$6.2M
11,458
-48%
增持
AMZN
AMAZON COM INC
-$6.0M
112,837
+1942%
减持
NVDA
NVIDIA CORPORATION
-$5.8M
34,777
-14%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$5.7M
17,071
-79%
增持
SWAN
AMPLIFY ETF TR
+$5.4M
249,877
+497%
减持
EMB
ISHARES TR
-$5.3M
3,098
-95%
建仓
UPRO
PROSHARES TR
+$5.2M
149,702
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.0M
64,250
+0%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$4.7M
5,727
-95%
增持
TSLA
TESLA INC
-$4.7M
14,292
+7%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.6M
334,397
-8%
减持
BIL
SPDR SER TR
-$3.7M
57,029
-41%
减持
TLT
ISHARES TR
-$3.7M
22,771
-59%
清仓
EWZ
ISHARES INC
-$3.5M
0
-100%
建仓
TBT
PROSHARES TR
+$3.4M
130,782
减持
GOOGL
ALPHABET INC
-$3.3M
4,635
-5%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$3.3M
128,811
减持
IWM
ISHARES TR
-$3.3M
10,226
-58%
减持
SPTL
SPDR SER TR
-$3.2M
47,075
-63%
建仓
USFR
WISDOMTREE TR
+$3.0M
60,347
清仓
VHT
VANGUARD WORLD FDS
-$2.9M
0
-100%
增持
MSFT
MICROSOFT CORP
-$2.9M
85,640
+6%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$2.9M
27,613
-66%
减持
MINT
PIMCO ETF TR
-$2.5M
3,461
-88%
建仓
TBF
PROSHARES TR
+$2.5M
126,479
建仓
IBB
ISHARES TR
+$2.5M
21,405
减持
COMT
ISHARES U S ETF TR
-$2.4M
14,718
-80%
减持
VUG
VANGUARD INDEX FDS
-$2.3M
3,755
-66%
减持
—
TWITTER INC
-$2.2M
6,037
-90%
建仓
FCG
FIRST TR EXCHANGE-TRADED FD
+$2.1M
97,700
减持
AVGO
BROADCOM INC
-$2.1M
13,014
-3%
减持
FLOT
ISHARES TR
-$2.1M
98,937
-29%
减持
DIS
DISNEY WALT CO
-$2.1M
20,637
-30%
减持
CSX
CSX CORP
-$2.0M
152,114
-12%
增持
UPS
UNITED PARCEL SERVICE INC
-$2.0M
74,840
+2%
清仓
ROBO
EXCHANGE TRADED CONCEPTS TR
-$2.0M
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.0M
111,317
-14%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.9M
39,263
-50%
清仓
ETV
EATON VANCE TAX-MANAGED BUY-
-$1.9M
0
-100%
增持
NSA
NATIONAL STORAGE AFFILIATES
-$1.7M
170,871
+4%
增持
GLD
SPDR GOLD TR
+$1.6M
33,673
+39%
减持
META
META PLATFORMS INC
-$1.6M
26,662
-0%
清仓
SPIB
SPDR SER TR
-$1.6M
0
-100%
减持
ARKK
ARK ETF TR
-$1.6M
56,372
-3%
建仓
IVE
ISHARES TR
+$1.5M
11,200
减持
GDX
VANECK ETF TRUST
-$1.5M
126,916
-3%
减持
GSBD
GOLDMAN SACHS BDC INC
-$1.5M
131,033
-31%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.5M
11,926
-69%
增持
XLU
SELECT SECTOR SPDR TR
+$1.5M
40,267
+120%
增持
MO
ALTRIA GROUP INC
+$1.4M
117,363
+76%
增持
VPU
VANGUARD WORLD FDS
+$1.4M
13,580
+232%
清仓
SUSA
ISHARES TR
-$1.4M
0
-100%
减持
ABT
ABBOTT LABS
-$1.3M
67,103
-8%
增持
FISR
SSGA ACTIVE TR
+$1.3M
123,449
+77%
清仓
HTGC
HERCULES CAPITAL INC
-$1.3M
0
-100%
减持
IGSB
ISHARES TR
-$1.3M
5,664
-82%
增持
COIN
COINBASE GLOBAL INC
-$1.3M
11,829
+21%
清仓
PALL
ABRDN PALLADIUM ETF TRUST
-$1.3M
0
-100%
减持
GSLC
GOLDMAN SACHS ETF TR
-$1.3M
87,164
-1%
清仓
VDC
VANGUARD WORLD FDS
-$1.3M
0
-100%
减持
CRM
SALESFORCE INC
-$1.3M
23,566
-3%
增持
SPY
SPDR S&P 500 ETF TR
-$1.3M
25,869
+2%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$1.3M
224,947
+55%
建仓
FBRT
FRANKLIN BSP RLTY TR INC
+$1.2M
91,271
增持
DGRO
ISHARES TR
+$1.2M
38,453
+231%
增持
LLY
LILLY ELI & CO
+$1.2M
11,031
+33%
减持
ABBV
ABBVIE INC
-$1.2M
35,049
-13%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.2M
80,467
+34%
清仓
—
DESPEGAR COM CORP
-$1.2M
0
-100%
减持
MSCI
MSCI INC
-$1.1M
11,740
-1%
清仓
—
PROSHARES TR II
-$1.1M
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.1M
8,117
-66%
增持
AGG
ISHARES TR
+$1.1M
219,407
+11%
增持
EW
EDWARDS LIFESCIENCES CORP
-$1.1M
53,249
+2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.1M
13,205
+2%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.0M
123,215
+83%
增持
EXR
EXTRA SPACE STORAGE INC
-$1.0M
29,264
+0%
建仓
CCOR
LISTED FD TR
+$1.0M
33,047
减持
TIP
ISHARES TR
-$1.0M
15,375
-30%
增持
JPM
JPMORGAN CHASE & CO
-$992.0K
48,916
+3%
减持
NEAR
ISHARES U S ETF TR
-$981.0K
161,946
-10%
清仓
ENTG
ENTEGRIS INC
-$980.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$977.0K
16,347
-19%
清仓
DEM
WISDOMTREE TR
-$974.0K
0
-100%
清仓
VALE
VALE S A
-$962.0K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$924.0K
46,096
-12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$898.0K
13,078
+117%
清仓
—
JOHNSON CTLS INTL PLC
-$894.0K
0
-100%
减持
HYLB
DBX ETF TR
-$891.0K
8,136
-74%
清仓
SLV
ISHARES SILVER TR
-$876.0K
0
-100%
建仓
CBSH
COMMERCE BANCSHARES INC
+$875.0K
13,335
增持
XLP
SELECT SECTOR SPDR TR
+$859.0K
17,982
+211%
减持
IJH
ISHARES TR
-$859.0K
11,674
-10%
减持
—
MEDTRONIC PLC
-$848.0K
4,732
-59%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$828.0K
0
-100%
减持
SOXX
ISHARES TR
-$827.0K
681
-70%
减持
XLK
SELECT SECTOR SPDR TR
-$826.0K
11,878
-19%
减持
SPYX
SPDR SER TR
-$822.0K
8,480
-41%
减持
INTU
INTUIT
-$822.0K
642
-71%
减持
LQD
ISHARES TR
-$816.0K
7,976
-43%
清仓
NJAN
INNOVATOR ETFS TR
-$811.0K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$807.0K
15,757
-15%
减持
AMD
ADVANCED MICRO DEVICES INC
-$799.0K
9,171
-33%
增持
XLSR
SSGA ACTIVE TR
+$798.0K
61,736
+80%
增持
EOG
EOG RES INC
+$791.0K
40,678
+31%
增持
GBIL
GOLDMAN SACHS ETF TR
+$776.0K
17,643
+79%
减持
VOO
VANGUARD INDEX FDS
-$757.0K
1,688
-48%
建仓
FLRN
SPDR SER TR
+$754.0K
25,056
建仓
OUSA
ALPS ETF TR
+$749.0K
18,567
清仓
BWX
SPDR SER TR
-$737.0K
0
-100%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$735.0K
210,431
+13%
清仓
FTNT
FORTINET INC
-$727.0K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$727.0K
0
-100%
减持
BROS
DUTCH BROS INC
-$726.0K
6,995
-59%
增持
TDOC
TELADOC HEALTH INC
-$725.0K
21,950
+9%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$721.0K
29,798
+91%
减持
SCHK
SCHWAB STRATEGIC TR
-$714.0K
16,467
-45%
清仓
OMCL
OMNICELL COM
-$712.0K
0
-100%
清仓
SPYG
SPDR SER TR
-$709.0K
0
-100%
减持
IWF
ISHARES TR
-$696.0K
8,190
-9%
减持
ONEQ
FIDELITY COMWLTH TR
-$688.0K
36,310
-11%
增持
—
JUNIPER NETWORKS INC
-$684.0K
87,638
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$683.0K
136,715
+2%
清仓
OIH
VANECK ETF TRUST
-$672.0K
0
-100%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$671.0K
24,000
增持
ESGD
ISHARES TR
+$658.0K
33,400
+71%
减持
IAU
ISHARES GOLD TR
-$658.0K
177,549
-3%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$658.0K
2,371
-28%
清仓
CDW
CDW CORP
-$656.0K
0
-100%
清仓
EZA
ISHARES INC
-$655.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$654.0K
28,190
-5%
增持
ROP
ROPER TECHNOLOGIES INC
-$641.0K
8,850
+1%
增持
SQ
BLOCK INC
-$640.0K
11,783
+17%
减持
TER
TERADYNE INC
-$636.0K
3,926
-53%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$634.0K
0
-100%
