小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 24
增持 60
减持 46
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$36.5M
495,066
+408%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$29.1M
281,353
-67%
减持
SHY
ISHARES TR
-$26.2M
43,732
-88%
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
NOW
SERVICENOW INC
+$19.1M
250,072
-0%
建仓
—
INVESCO QQQ TR
+$13.6M
66,944
清仓
QQQ
INVESCO QQQ TR
-$12.7M
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$12.2M
618,019
+72%
增持
TLT
ISHARES TR
+$9.2M
106,210
+415%
减持
AAPL
APPLE INC
+$7.8M
240,104
-1%
增持
SSO
PROSHARES TR
+$6.5M
206,945
+134%
增持
MSFT
MICROSOFT CORP
+$5.4M
100,328
+2%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.1M
93,202
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$4.6M
101,375
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.3M
43,090
-25%
增持
IEF
ISHARES TR
+$4.0M
53,302
+313%
增持
SPY
SPDR S&P 500 ETF TR
+$3.9M
68,819
+8%
增持
AMZN
AMAZON COM INC
+$3.8M
142,259
+10%
增持
TSLA
TESLA INC
+$3.2M
34,050
+7%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
22,939
+4%
增持
XLE
SELECT SECTOR SPDR TR
+$3.1M
55,384
+225%
清仓
PALL
ABRDN PALLADIUM ETF TRUST
-$3.1M
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$3.0M
10,217
-81%
减持
COWZ
PACER FDS TR
-$3.0M
312,827
-18%
减持
MO
ALTRIA GROUP INC
-$2.9M
33,518
-65%
减持
CCOR
LISTED FD TR
-$2.8M
19,151
-82%
增持
VUG
VANGUARD INDEX FDS
+$2.8M
53,139
+8%
减持
LLY
LILLY ELI & CO
-$2.7M
13,761
-32%
增持
QQQE
DIREXION SHS ETF TR
+$2.6M
263,096
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.5M
28,825
+142%
减持
UPS
UNITED PARCEL SERVICE INC
+$2.3M
118,342
-0%
减持
NEAR
ISHARES U S ETF TR
-$2.2M
43,147
-50%
增持
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$2.1M
115,482
+254%
建仓
XOP
SPDR SER TR
+$2.1M
16,738
建仓
XLRE
SELECT SECTOR SPDR TR
+$2.0M
53,256
减持
OXY
OCCIDENTAL PETE CORP
-$1.9M
25,219
-55%
建仓
XLY
SELECT SECTOR SPDR TR
+$1.9M
12,616
减持
TQQQ
PROSHARES TR
+$1.9M
174,573
-2%
增持
GOOGL
ALPHABET INC
+$1.8M
106,754
+3%
增持
XLP
SELECT SECTOR SPDR TR
+$1.7M
45,535
+100%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$1.7M
0
-100%
建仓
URNM
SPROTT FDS TR
+$1.7M
53,249
减持
CXM
SPRINKLR INC
+$1.6M
381,446
-7%
增持
—
OAK STR HEALTH INC
+$1.6M
91,300
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.6M
375,019
+10%
建仓
EQL
ALPS ETF TR
+$1.6M
15,693
增持
AVGO
BROADCOM INC
+$1.5M
16,948
+1%
减持
ESGD
ISHARES TR
-$1.5M
9,617
-71%
增持
—
PROSHARES TR
+$1.5M
104,613
+603%
减持
GBIL
GOLDMAN SACHS ETF TR
-$1.4M
6,482
-69%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
17,781
+74%
增持
NFLX
NETFLIX INC
+$1.4M
18,390
+9%
建仓
—
LINDE PLC
+$1.4M
3,800
增持
IVV
ISHARES TR
+$1.3M
19,702
+12%
增持
SPYV
SPDR SER TR
+$1.3M
216,948
+13%
减持
IEMG
ISHARES INC
-$1.3M
33,149
-47%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
19,246
-2%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$1.3M
0
-100%
减持
PFE
PFIZER INC
-$1.3M
119,282
-0%
增持
NSA
NATIONAL STORAGE AFFILIATES
+$1.3M
185,560
+3%
增持
SPSM
SPDR SER TR
+$1.2M
39,119
+424%
清仓
TBT
PROSHARES TR
-$1.2M
0
-100%
减持
EOG
EOG RES INC
-$1.2M
2,562
-78%
减持
SHV
ISHARES TR
-$1.2M
68,481
-14%
建仓
BRKR
BRUKER CORP
+$1.2M
14,748
增持
IJH
ISHARES TR
+$1.1M
31,949
+13%
增持
GLD
SPDR GOLD TR
+$1.1M
33,041
+14%
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
41,893
-3%
清仓
FTHY
FIRST TR HIGH YIELD OPPRT 20
-$1.1M
0
-100%
增持
MSCI
MSCI INC
+$1.1M
11,521
+0%
增持
EMQQ
EXCHANGE TRADED CONCEPTS TR
+$1.1M
74,864
+71%
建仓
AVUS
AMERICAN CENTY ETF TR
+$1.1M
15,284
清仓
FBRT
FRANKLIN BSP RLTY TR INC
-$1.1M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$1.1M
19,879
-27%
减持
AGG
ISHARES TR
-$1.1M
88,622
-13%
减持
SPAB
SPDR SER TR
-$1.1M
104,937
-30%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$1.1M
0
-100%
增持
XLB
SELECT SECTOR SPDR TR
+$1.1M
29,574
+73%
清仓
TBF
PROSHARES TR
-$1.0M
0
-100%
建仓
TJX
TJX COS INC NEW
+$1.0M
13,356
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$1.0M
51,138
-48%
清仓
—
LINDE PLC
-$1.0M
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$1.0M
4,178
-53%
建仓
—
HOLOGIC INC
+$998.3K
12,370
清仓
—
ISHARES U S ETF TR
-$990.3K
0
-100%
建仓
SIGI
SELECTIVE INS GROUP INC
+$987.5K
10,359
减持
IWM
ISHARES TR
-$965.5K
16,887
-26%
增持
COST
COSTCO WHSL CORP NEW
+$939.9K
10,248
+13%
增持
CRM
SALESFORCE INC
+$931.4K
9,249
+34%
清仓
IT
GARTNER INC
-$927.7K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$908.4K
10,408
-71%
减持
GPRE
GREEN PLAINS INC
-$907.7K
6,811
-81%
减持
VXUS
VANGUARD STAR FDS
-$824.7K
33,134
-35%
建仓
JNK
SPDR SER TR
+$816.4K
8,795
减持
META
META PLATFORMS INC
+$788.4K
11,044
-14%
增持
HDV
ISHARES TR
+$788.0K
17,393
+85%
减持
GD
GENERAL DYNAMICS CORP
-$770.4K
10,719
-17%
建仓
HYG
ISHARES TR
+$759.0K
10,046
增持
—
MEDTRONIC PLC
+$755.8K
12,896
+253%
减持
—
ARISTA NETWORKS INC
-$748.6K
1,417
-83%
清仓
EMLP
FIRST TR EXCHANGE-TRADED FD
-$744.7K
0
-100%
增持
AMLP
ALPS ETF TR
+$743.6K
42,374
+80%
建仓
SJM
SMUCKER J M CO
+$743.6K
4,725
建仓
CMC
COMMERCIAL METALS CO
+$741.9K
15,171
建仓
RNG
RINGCENTRAL INC
+$724.2K
23,614
增持
VTI
VANGUARD INDEX FDS
+$717.5K
13,784
+26%
增持
GIS
GENERAL MLS INC
+$715.0K
24,847
+48%
增持
EW
EDWARDS LIFESCIENCES CORP
+$713.3K
67,911
+3%
增持
IEI
ISHARES TR
+$710.7K
110,214
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$696.6K
7,920
-38%
增持
USFR
WISDOMTREE TR
+$694.2K
43,817
+46%
清仓
—
AXONICS INC
-$692.5K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$673.4K
1,693
-55%
建仓
DEM
WISDOMTREE TR
+$670.5K
17,711
增持
—
ASML HOLDING N V
+$669.5K
1,582
+112%
增持
HSY
HERSHEY CO
+$645.9K
16,754
+7%
增持
HD
HOME DEPOT INC
-$644.5K
37,512
+1%
清仓
PPL
PPL CORP
-$634.8K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$622.3K
110,354
+1%
清仓
BSV
VANGUARD BD INDEX FDS
-$595.0K
0
-100%
增持
MBB
ISHARES TR
+$590.7K
22,475
+36%
减持
TIP
ISHARES TR
-$586.4K
7,610
-43%
增持
SPTI
SPDR SER TR
+$584.1K
68,453
+38%
减持
IEFA
ISHARES TR
-$571.6K
59,179
-19%
增持
FISR
SSGA ACTIVE TR
+$570.3K
193,884
+9%
增持
SCHY
SCHWAB STRATEGIC TR
+$569.0K
51,703
+78%
清仓
ACWX
ISHARES TR
-$567.3K
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC
+$566.4K
13,846
增持
AMGN
AMGEN INC
+$564.9K
9,365
+45%
增持
SPEU
SPDR INDEX SHS FDS
+$562.2K
42,897
+39%
增持
ABT
ABBOTT LABS
-$561.4K
67,081
+0%
增持
EXR
EXTRA SPACE STORAGE INC
+$556.4K
31,333
+1%
减持
SCHW
SCHWAB CHARLES CORP
-$555.0K
3,835
-58%
建仓
SGOV
ISHARES TR
+$549.7K
5,465
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$549.6K
14,770
+2%
建仓
CMTL
COMTECH TELECOMMUNICATIONS C
+$549.1K
44,000
建仓
CTRA
COTERRA ENERGY INC
+$547.1K
22,295
减持
BAC
BANK AMERICA CORP
-$534.1K
29,563
-29%
增持
VLO
VALERO ENERGY CORP
+$531.0K
12,606
+30%
增持
LQD
ISHARES TR
+$530.8K
11,321
+68%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$529.2K
7,690
+14%
增持
BX
BLACKSTONE INC
+$522.0K
34,169
+2%
增持
ESGE
ISHARES INC
+$520.6K
43,538
+54%
减持
RDIV
INVESCO EXCH TRADED FD TR II
-$514.7K
23,183
-31%
清仓
—
BUNGE LIMITED
-$510.5K
0
-100%
减持
WRB
BERKLEY W R CORP
-$508.3K
7,649
-44%
清仓
GMED
GLOBUS MED INC
-$498.3K
0
-100%
减持
—
DISCOVER FINL SVCS
-$498.0K
6,881
-43%
清仓
FLOT
ISHARES TR
-$495.8K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$493.6K
5,162
-2%
减持
SRLN
SSGA ACTIVE ETF TR
-$492.4K
12,692
-49%
