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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 15
增持 62
减持 52
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
NOW
SERVICENOW INC
+$24.8M
250,875
+0%
建仓
QQQ
INVESCO QQQ TR
+$19.1M
51,730
清仓
—
INVESCO QQQ TR
-$13.6M
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
SGOV
ISHARES TR
+$12.9M
134,111
+2354%
减持
IEI
ISHARES TR
-$12.4M
4,582
-96%
减持
VUG
VANGUARD INDEX FDS
-$12.0M
4,588
-91%
增持
UPS
UNITED PARCEL SERVICE INC
+$10.2M
185,252
+57%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$10.0M
632,505
+122%
增持
AAPL
APPLE INC
+$7.0M
241,783
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.4M
70,702
+145%
减持
SPY
SPDR S&P 500 ETF TR
-$5.7M
50,604
-26%
建仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$5.5M
203,185
增持
SHY
ISHARES TR
+$5.5M
112,018
+156%
增持
NVDA
NVIDIA CORPORATION
+$5.3M
27,555
+20%
清仓
CXM
SPRINKLR INC
-$4.9M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.6M
175,429
+88%
减持
—
EXXON MOBIL CORP
-$4.6M
47,880
-46%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$4.4M
215,733
+688%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.7M
326,213
-13%
增持
TLT
ISHARES TR
+$3.7M
145,890
+37%
建仓
CSHI
SHP ETF TRUST
+$3.7M
73,602
清仓
—
OAK STR HEALTH INC
-$3.5M
0
-100%
增持
—
CNFINANCE HLDGS LTD
+$3.3M
1,958,196
+100%
增持
NFLX
NETFLIX INC
+$3.0M
21,245
+16%
增持
GSLC
GOLDMAN SACHS ETF TR
+$2.8M
118,472
+27%
减持
IBB
ISHARES TR
-$2.7M
4,197
-83%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$2.7M
94,704
清仓
IEUR
ISHARES TR
-$2.7M
0
-100%
减持
ABBV
ABBVIE INC
-$2.6M
33,372
-25%
减持
AVGO
BROADCOM INC
+$2.5M
15,413
-9%
减持
PFE
PFIZER INC
-$2.5M
65,182
-45%
减持
MSFT
MICROSOFT CORP
+$2.4M
91,970
-8%
减持
F
FORD MTR CO DEL
-$2.4M
42,031
-83%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
45,346
+5%
清仓
NEAR
ISHARES U S ETF TR
-$2.1M
0
-100%
清仓
XOP
SPDR SER TR
-$2.1M
0
-100%
减持
KO
COCA COLA CO
-$2.1M
42,007
-44%
增持
TSLA
TESLA INC
+$2.1M
34,959
+3%
增持
IEFA
ISHARES TR
+$2.0M
88,939
+50%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$2.0M
15,758
-56%
减持
JPM
JPMORGAN CHASE & CO
-$2.0M
67,771
-25%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.9M
970
-81%
增持
WMT
WALMART INC
+$1.9M
31,585
+53%
增持
MS
MORGAN STANLEY
+$1.9M
51,293
+82%
建仓
—
STARBUCKS CORP
+$1.9M
20,009
增持
QQQE
DIREXION SHS ETF TR
+$1.8M
271,300
+3%
清仓
VLO
VALERO ENERGY CORP
-$1.8M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$1.7M
2,597
-58%
减持
NEE
NEXTERA ENERGY INC
-$1.7M
91,580
-17%
减持
—
BLACKROCK INC
-$1.7M
1,301
-66%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.7M
14,604
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.6M
661,898
+7%
增持
META
META PLATFORMS INC
+$1.6M
13,905
+26%
减持
SSO
PROSHARES TR
+$1.6M
206,506
-0%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$1.6M
0
-100%
建仓
FDIS
FIDELITY COVINGTON TRUST
+$1.6M
21,789
清仓
EQL
ALPS ETF TR
-$1.6M
0
-100%
增持
LOW
LOWES COS INC
+$1.6M
9,017
+273%
清仓
SBUX
STARBUCKS CORP
-$1.5M
0
-100%
减持
—
PROSHARES TR
-$1.5M
25,585
-76%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$1.5M
32,590
建仓
PJUN
INNOVATOR ETFS TR
+$1.5M
47,309
增持
GOOG
ALPHABET INC
+$1.5M
46,650
+19%
增持
ABT
ABBOTT LABS
+$1.5M
75,633
+13%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.4M
73,163
+83%
减持
—
ASPEN TECHNOLOGY INC
-$1.4M
1,481
-80%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
63,127
-35%
建仓
URA
GLOBAL X FDS
+$1.4M
63,496
清仓
GPI
GROUP 1 AUTOMOTIVE INC
-$1.4M
0
-100%
减持
—
VERITIV CORP
-$1.3M
9,527
-49%
增持
FCOM
FIDELITY COVINGTON TRUST
+$1.3M
38,709
+423%
减持
SPIB
SPDR SER TR
-$1.3M
71,918
-35%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.3M
34,861
-72%
减持
SHV
ISHARES TR
-$1.3M
57,033
-17%
减持
COP
CONOCOPHILLIPS
-$1.2M
5,494
-70%
增持
—
PROSHARES TR
+$1.2M
491,133
+32%
建仓
FSTA
FIDELITY COVINGTON TRUST
+$1.2M
27,185
增持
BX
BLACKSTONE INC
+$1.2M
45,472
+33%
减持
XLE
SELECT SECTOR SPDR TR
-$1.2M
41,643
-25%
增持
GBDC
GOLUB CAP BDC INC
+$1.2M
174,985
+105%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
22,272
+25%
减持
SUB
ISHARES TR
-$1.2M
3,869
-74%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.1M
35,347
+180%
清仓
AVUS
AMERICAN CENTY ETF TR
-$1.1M
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
11,466
+126%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
2,077
+94%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.1M
10,762
+15%
增持
ORCL
ORACLE CORP
+$1.1M
26,586
+17%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.1M
28,736
-13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.0M
13,232
+184%
增持
TSCO
TRACTOR SUPPLY CO
+$1.0M
9,031
+116%
减持
PM
PHILIP MORRIS INTL INC
-$1.0M
17,432
-38%
减持
SPAB
SPDR SER TR
-$1.0M
67,033
-36%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$999.6K
14,400
-3%
减持
LQD
ISHARES TR
-$984.8K
2,368
-79%
建仓
FAST
FASTENAL CO
+$977.7K
16,574
增持
VGT
VANGUARD WORLD FDS
+$965.6K
3,383
+146%
增持
SPEM
SPDR INDEX SHS FDS
+$957.6K
78,025
+54%
清仓
RDIV
INVESCO EXCH TRADED FD TR II
-$953.7K
0
-100%
增持
CLX
CLOROX CO DEL
+$941.2K
14,692
+67%
清仓
—
CHUBB LIMITED
-$921.8K
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP
+$918.1K
69,293
+2%
建仓
AI
C3 AI INC
+$910.8K
25,000
减持
WMB
WILLIAMS COS INC
-$899.9K
29,470
-53%
增持
COR
AMERISOURCEBERGEN CORP
+$879.8K
11,957
+35%
增持
CHD
CHURCH & DWIGHT CO INC
+$877.1K
15,082
+110%
增持
ROL
ROLLINS INC
+$873.0K
39,274
+82%
减持
HD
HOME DEPOT INC
-$864.1K
32,856
-12%
减持
MO
ALTRIA GROUP INC
-$856.2K
14,114
-58%
减持
TQQQ
PROSHARES TR
+$853.7K
141,149
-19%
增持
INTU
INTUIT
+$853.0K
6,748
+34%
增持
—
ARISTA NETWORKS INC
+$851.8K
6,724
+375%
增持
XLY
SELECT SECTOR SPDR TR
+$849.6K
16,113
+28%
减持
IXC
ISHARES TR
-$848.6K
6,910
-76%
增持
COWZ
PACER FDS TR
+$835.3K
324,265
+4%
减持
IJR
ISHARES TR
-$830.9K
8,482
-51%
清仓
DHR
DANAHER CORPORATION
-$821.1K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$815.8K
0
-100%
增持
BA
BOEING CO
+$802.0K
12,459
+45%
清仓
CCI
CROWN CASTLE INC
-$801.4K
0
-100%
建仓
—
ON HLDG AG
+$800.3K
24,250
减持
HON
HONEYWELL INTL INC
-$780.5K
3,141
-58%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$779.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$768.8K
19,152
-33%
增持
UNH
UNITEDHEALTH GROUP INC
+$751.0K
20,486
+6%
减持
IJH
ISHARES TR
-$743.1K
27,724
-13%
增持
IGSB
ISHARES TR
+$740.9K
22,893
+184%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$730.4K
23,628
+104%
建仓
INDS
PACER FDS TR
+$729.2K
18,635
减持
EWJ
ISHARES INC
-$721.3K
4,100
-75%
增持
MAR
MARRIOTT INTL INC NEW
+$713.5K
11,116
+39%
清仓
—
FTAI AVIATION LTD
-$709.4K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$707.5K
129,064
-16%
减持
KMI
KINDER MORGAN INC DEL
-$706.3K
53,507
-42%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$706.2K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
+$702.3K
49,005
+138%
减持
CMCSA
COMCAST CORP NEW
-$701.7K
43,857
-34%
建仓
SCHG
SCHWAB STRATEGIC TR
+$691.7K
9,228
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$691.1K
1,737
-74%
增持
GBIL
GOLDMAN SACHS ETF TR
+$683.8K
13,320
+105%
增持
ARCC
ARES CAPITAL CORP
+$678.9K
118,364
+40%
减持
GILD
GILEAD SCIENCES INC
-$677.2K
9,225
-45%
增持
—
ACCENTURE PLC IRELAND
+$668.3K
6,265
+42%
清仓
URI
UNITED RENTALS INC
-$664.5K
0
-100%
减持
CHE
CHEMED CORP NEW
-$661.8K
881
-58%
减持
XLV
SELECT SECTOR SPDR TR
-$655.8K
2,784
-65%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$655.4K
269,292
-4%
增持
ITA
ISHARES TR
+$653.8K
14,017
+64%
增持
FISV
FISERV INC
+$648.8K
12,572
+52%
增持
XLSR
SSGA ACTIVE TR
+$646.6K
98,091
+9%
