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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 32
增持 51
减持 45
清仓 22
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$30.9M
0
-100%
建仓
—
INVESCO QQQ TR
+$30.4M
156,159
减持
NOW
SERVICENOW INC
-$24.7M
250,163
-0%
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
IEI
ISHARES TR
+$11.4M
109,998
+1017%
减持
IEF
ISHARES TR
-$6.8M
15,271
-81%
减持
SWAN
AMPLIFY ETF TR
-$5.7M
43,625
-83%
增持
UPS
UNITED PARCEL SERVICE INC
+$5.6M
119,204
+59%
增持
SPYV
SPDR SER TR
+$5.5M
192,330
+505%
增持
BIL
SPDR SER TR
+$4.7M
107,942
+89%
减持
FLOT
ISHARES TR
-$4.5M
7,970
-92%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$3.9M
69,784
-67%
增持
SSO
PROSHARES TR
+$3.9M
105,178
+1421%
建仓
EFA
ISHARES TR
+$3.4M
61,441
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.4M
81,710
-40%
减持
AGG
ISHARES TR
-$3.2M
197,886
-10%
减持
EOG
EOG RES INC
-$3.2M
11,456
-72%
增持
—
PROSHARES TR
+$3.1M
550,182
+43%
建仓
—
PROSHARES TR
+$3.0M
55,884
增持
LLY
LILLY ELI & CO
+$3.0M
20,331
+84%
减持
SPDW
SPDR INDEX SHS FDS
-$2.9M
192,636
-29%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$2.6M
27,901
-78%
建仓
—
CNFINANCE HLDGS LTD
+$2.5M
979,098
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$2.1M
0
-100%
增持
CCOR
LISTED FD TR
+$2.1M
105,600
+220%
增持
TSLA
TESLA INC
+$2.1M
44,034
+208%
增持
ARKK
ARK ETF TR
+$2.1M
115,281
+105%
减持
GSST
GOLDMAN SACHS ETF TR
-$2.1M
24,155
-63%
增持
BALT
INNOVATOR ETFS TR
+$2.0M
89,025
+767%
减持
MDXG
MIMEDX GROUP INC
-$1.9M
16,400
-97%
建仓
USEP
INNOVATOR ETFS TR
+$1.9M
75,297
增持
AMZN
AMAZON COM INC
+$1.9M
122,697
+9%
增持
NFLX
NETFLIX INC
+$1.8M
16,117
+41%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.7M
905,022
-4%
减持
MO
ALTRIA GROUP INC
-$1.6M
80,825
-31%
减持
XLE
SELECT SECTOR SPDR TR
-$1.6M
21,012
-52%
增持
MSFT
MICROSOFT CORP
-$1.5M
87,795
+3%
增持
SPYD
SPDR SER TR
+$1.5M
51,135
+583%
减持
DGRO
ISHARES TR
-$1.5M
7,434
-81%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.5M
5,512
减持
IAU
ISHARES GOLD TR
-$1.4M
148,037
-17%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.4M
58,509
-27%
增持
INTU
INTUIT
+$1.4M
4,124
+542%
清仓
PSFD
PACER FDS TR
-$1.3M
0
-100%
建仓
—
DIREXION SHS ETF TR
+$1.3M
18,329
增持
NSA
NATIONAL STORAGE AFFILIATES
-$1.3M
175,108
+2%
建仓
TFI
SPDR SER TR
+$1.3M
28,598
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$1.3M
168,651
-25%
减持
USFR
WISDOMTREE TR
-$1.2M
35,968
-40%
减持
SHV
ISHARES TR
-$1.2M
94,642
-10%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.2M
13,137
-1%
增持
HD
HOME DEPOT INC
+$1.2M
32,987
+15%
增持
XLU
SELECT SECTOR SPDR TR
+$1.2M
60,703
+51%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
65,979
-8%
减持
NEAR
ISHARES U S ETF TR
-$1.1M
138,989
-14%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.1M
37,951
-36%
建仓
HNDL
STRATEGY SHS
+$1.1M
57,240
清仓
PAPR
INNOVATOR ETFS TR
-$1.1M
0
-100%
增持
GOOGL
ALPHABET INC
-$1.1M
93,793
+1924%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.0M
21,932
+17%
减持
ABBV
ABBVIE INC
-$1.0M
32,414
-8%
建仓
—
SUMMIT FINL GROUP INC
+$963.0K
35,728
增持
EEM
ISHARES TR
+$960.0K
37,200
+342%
建仓
PAYX
PAYCHEX INC
+$948.0K
8,447
建仓
—
BLACKROCK INC
+$934.0K
1,697
建仓
MVBF
MVB FINL CORP
+$893.0K
32,089
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$889.0K
0
-100%
建仓
COR
AMERISOURCEBERGEN CORP
+$888.0K
6,557
增持
MUB
ISHARES TR
+$886.0K
35,194
+37%
建仓
SOXL
DIREXION SHS ETF TR
+$834.0K
94,085
增持
CHCO
CITY HLDG CO
+$830.0K
17,784
+90%
增持
SHY
ISHARES TR
+$824.0K
288,395
+6%
建仓
OXY
OCCIDENTAL PETE CORP
+$802.0K
13,050
增持
TBT
PROSHARES TR
+$756.0K
131,269
+0%
增持
NVDA
NVIDIA CORPORATION
-$751.0K
37,245
+7%
减持
GLD
SPDR GOLD TR
-$751.0K
31,815
-6%
减持
MBB
ISHARES TR
-$745.0K
13,877
-33%
减持
CVX
CHEVRON CORP NEW
-$728.0K
52,522
-8%
增持
SDY
SPDR SER TR
+$725.0K
10,280
+190%
增持
FLRN
SPDR SER TR
+$723.0K
48,759
+95%
建仓
PEBO
PEOPLES BANCORP INC
+$716.0K
24,745
清仓
COKE
COCA COLA CONS INC
-$713.0K
0
-100%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$707.0K
0
-100%
增持
COWZ
PACER FDS TR
-$704.0K
374,268
+0%
清仓
DBO
INVESCO DB MULTI-SECTOR COMM
-$692.0K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$691.0K
9,095
-49%
减持
UBER
UBER TECHNOLOGIES INC
-$678.0K
10,008
-78%
建仓
ICVT
ISHARES TR
+$676.0K
9,812
增持
UPRO
PROSHARES TR
-$673.0K
160,033
+7%
增持
—
ARISTA NETWORKS INC
+$671.0K
11,250
+76%
增持
COST
COSTCO WHSL CORP NEW
+$667.0K
7,385
+25%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$650.0K
7,150
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$644.0K
11,213
减持
VTV
VANGUARD INDEX FDS
-$636.0K
24,957
-11%
减持
XLV
SELECT SECTOR SPDR TR
-$631.0K
4,184
-53%
增持
BSV
VANGUARD BD INDEX FDS
+$628.0K
25,320
+53%
清仓
COMT
ISHARES U S ETF TR
-$603.0K
0
-100%
建仓
—
FIRST TR ENERGY INFRASTRCTR
+$600.0K
45,037
增持
HBAN
HUNTINGTON BANCSHARES INC
+$592.0K
57,983
+305%
清仓
CRVL
CORVEL CORP
-$589.0K
0
-100%
建仓
PFF
ISHARES TR
+$584.0K
18,428
增持
COIN
COINBASE GLOBAL INC
+$583.0K
17,662
+49%
清仓
CHH
CHOICE HOTELS INTL INC
-$581.0K
0
-100%
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$574.0K
14,229
清仓
GGME
INVESCO EXCHANGE TRADED FD T
-$572.0K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$568.0K
13,310
-47%
增持
PFE
PFIZER INC
-$563.0K
68,085
+1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$562.0K
3,405
+255%
建仓
RDIV
INVESCO EXCH TRADED FD TR II
+$561.0K
14,876
建仓
CSL
CARLISLE COS INC
+$561.0K
2,000
建仓
MOH
MOLINA HEALTHCARE INC
+$558.0K
1,693
减持
VTEB
VANGUARD MUN BD FDS
-$554.0K
18,363
-36%
清仓
XBAP
INNOVATOR ETFS TR
-$549.0K
0
-100%
增持
T
AT&T INC
-$541.0K
131,437
+8%
增持
WMT
WALMART INC
+$531.0K
15,293
+28%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$526.0K
17,643
-36%
增持
ABT
ABBOTT LABS
-$525.0K
69,916
+4%
减持
CAT
CATERPILLAR INC
-$520.0K
8,744
-20%
增持
AMGN
AMGEN INC
+$519.0K
5,060
+98%
建仓
TDVG
T ROWE PRICE ETF INC
+$517.0K
18,170
清仓
CMDY
ISHARES U S ETF TR
-$517.0K
0
-100%
清仓
—
BUNGE LIMITED
-$512.0K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$506.0K
12,628
-20%
增持
UNH
UNITEDHEALTH GROUP INC
+$505.0K
20,345
+7%
增持
VTI
VANGUARD INDEX FDS
+$487.0K
22,632
+19%
清仓
ADI
ANALOG DEVICES INC
-$482.0K
0
-100%
清仓
QQH
NORTHERN LTS FD TR III
-$480.0K
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$475.0K
13,295
-42%
增持
LQDH
ISHARES U S ETF TR
+$475.0K
8,318
+186%
减持
TLT
ISHARES TR
-$473.0K
20,908
-8%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$466.0K
24,452
-18%
增持
PWR
QUANTA SVCS INC
+$465.0K
6,683
+117%
减持
SPSM
SPDR SER TR
-$464.0K
23,323
-33%
减持
IEMG
ISHARES INC
-$463.0K
67,812
-1%
增持
EW
EDWARDS LIFESCIENCES CORP
-$462.0K
55,677
+5%
增持
HDV
ISHARES TR
+$459.0K
18,166
+52%
清仓
IUSB
ISHARES TR
-$457.0K
0
-100%
清仓
USCI
UNITED STS COMMODITY INDEX F
-$452.0K
0
-100%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$441.0K
13,387
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$440.0K
84,299
+54%
建仓
—
MARATHON OIL CORP
+$439.0K
19,445
清仓
PJUN
INNOVATOR ETFS TR
-$436.0K
0
-100%
减持
GSBD
GOLDMAN SACHS BDC INC
-$434.0K
122,265
-7%
减持
DUK
DUKE ENERGY CORP NEW
-$430.0K
9,729
-22%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$430.0K
4,948
增持
JNJ
JOHNSON & JOHNSON
-$430.0K
32,745
+1%
增持
CRM
SALESFORCE INC
+$430.0K
30,022
+27%
清仓
FMC
FMC CORP
-$417.0K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$416.0K
4,170
建仓
ROL
ROLLINS INC
+$415.0K
11,940
清仓
—
COOPER COS INC
-$408.0K
0
-100%
