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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 32
增持 103
减持 10
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
VV
VANGUARD INDEX FDS
+$211.5M
1,080,746
增持
AGG
ISHARES TR
+$137.7M
1,553,047
+1712%
建仓
IDEV
ISHARES TR
+$78.8M
1,352,750
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
+$55.4M
1,434,276
+342%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$49.4M
681,268
增持
VO
VANGUARD INDEX FDS
+$45.7M
233,379
+1668%
增持
SPDW
SPDR INDEX SHS FDS
+$36.6M
1,314,901
+919%
建仓
ITB
ISHARES TR
+$34.6M
440,244
增持
IAU
ISHARES GOLD TR
+$32.9M
1,107,742
+585%
建仓
TFLO
ISHARES TR
+$32.5M
640,537
增持
USHY
ISHARES TR
+$29.9M
872,433
+9131%
建仓
REZ
ISHARES TR
+$29.2M
443,310
增持
IJR
ISHARES TR
+$27.4M
299,302
+3429%
建仓
BND
VANGUARD BD INDEX FDS
+$26.6M
381,128
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$26.2M
686,972
+3487%
增持
IJH
ISHARES TR
+$24.0M
125,162
+351%
增持
AAPL
APPLE INC
+$21.9M
403,296
+67%
建仓
USMV
ISHARES TR
+$17.9M
247,775
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$17.1M
610,574
+127%
增持
MUB
ISHARES TR
+$16.7M
184,439
+776%
增持
MSFT
MICROSOFT CORP
+$15.7M
148,759
+62%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$14.7M
426,958
+484%
增持
BIL
SPDR SER TR
+$14.7M
649,689
+33%
增持
VUG
VANGUARD INDEX FDS
+$13.8M
55,353
+1106%
建仓
PSQH
PSQ HOLDINGS INC
+$12.7M
1,400,084
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$12.3M
229,932
+219%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$12.3M
576,847
增持
VTIP
VANGUARD MALVERN FDS
+$11.7M
254,672
+3767%
增持
AMZN
AMAZON COM INC
+$11.4M
208,558
+79%
建仓
HYMB
SPDR SER TR
+$10.5M
440,341
增持
SPEM
SPDR INDEX SHS FDS
+$10.2M
385,085
+394%
增持
SCHD
SCHWAB STRATEGIC TR
+$10.2M
479,442
+47%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$10.2M
210,927
+3769%
增持
GOOGL
ALPHABET INC
+$10.0M
164,488
+72%
增持
—
EXXON MOBIL CORP
+$9.7M
126,390
+164%
增持
JPM
JPMORGAN CHASE & CO
+$9.7M
135,014
+99%
增持
SPY
SPDR S&P 500 ETF TR
+$9.6M
75,956
+50%
减持
TLT
ISHARES TR
-$9.2M
65,539
-55%
减持
UPS
UNITED PARCEL SERVICE INC
-$8.9M
156,082
-16%
增持
VB
VANGUARD INDEX FDS
+$8.8M
50,665
+1260%
增持
GOOG
ALPHABET INC
+$8.3M
106,428
+128%
增持
NVDA
NVIDIA CORPORATION
+$7.9M
45,021
+63%
增持
PG
PROCTER AND GAMBLE CO
+$7.8M
103,378
+117%
减持
FBND
FIDELITY MERRIMACK STR TR
-$7.4M
520,721
-21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.4M
65,170
+44%
增持
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$7.1M
484,212
+138%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$7.0M
243,484
增持
LLY
ELI LILLY & CO
+$6.7M
20,916
+117%
建仓
TOTL
SSGA ACTIVE ETF TR
+$6.6M
171,459
建仓
LDSF
FIRST TR EXCHNG TRADED FD VI
+$6.4M
346,286
增持
SHY
ISHARES TR
+$5.6M
181,355
+62%
增持
QQQ
INVESCO QQQ TR
+$5.1M
67,687
+31%
增持
ABBV
ABBVIE INC
+$5.1M
64,426
+93%
增持
CVX
CHEVRON CORP NEW
+$5.1M
84,141
+46%
增持
WMT
WALMART INC
+$5.1M
62,881
+99%
增持
KO
COCA COLA CO
+$5.0M
134,447
+220%
增持
V
VISA INC
+$4.9M
50,931
+77%
增持
IWM
ISHARES TR
+$4.9M
44,723
+176%
增持
IEF
ISHARES TR
+$4.8M
105,480
+111%
增持
MA
MASTERCARD INCORPORATED
+$4.7M
15,837
+286%
增持
HD
HOME DEPOT INC
+$4.6M
48,945
+49%
增持
META
META PLATFORMS INC
+$4.5M
28,286
+103%
增持
JNJ
JOHNSON & JOHNSON
+$4.0M
66,481
+72%
建仓
FNV
FRANCO NEV CORP
+$3.9M
29,299
减持
SHV
ISHARES TR
-$3.8M
22,647
-60%
建仓
EWZ
ISHARES INC
+$3.7M
122,223
增持
PEP
PEPSICO INC
+$3.7M
56,081
+79%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.6M
26,760
+31%
增持
CSCO
CISCO SYS INC
+$3.6M
124,703
+110%
增持
PFE
PFIZER INC
+$3.6M
181,425
+178%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.6M
49,205
-30%
增持
IVV
ISHARES TR
+$3.6M
26,508
+52%
增持
VTI
VANGUARD INDEX FDS
+$3.6M
29,619
+138%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.5M
21,827
+52%
增持
DOW
DOW INC
+$3.5M
73,604
+1215%
增持
COST
COSTCO WHSL CORP NEW
+$3.5M
14,431
+65%
增持
SWAN
AMPLIFY ETF TR
+$3.4M
197,779
+295%
建仓
VCR
VANGUARD WORLD FDS
+$3.4M
12,443
增持
ADBE
ADOBE INC
+$3.3M
20,474
+40%
增持
XLE
SELECT SECTOR SPDR TR
+$3.2M
72,910
+75%
增持
TSLA
TESLA INC
+$3.2M
49,449
+41%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.2M
66,984
+169%
增持
F
FORD MTR CO DEL
+$3.1M
300,951
+616%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.0M
38,891
+35%
建仓
DHR
DANAHER CORPORATION
+$3.0M
12,253
增持
XLK
SELECT SECTOR SPDR TR
+$3.0M
42,043
+89%
增持
CAT
CATERPILLAR INC
+$3.0M
17,785
+128%
清仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$2.9M
0
-100%
增持
IHI
ISHARES TR
+$2.9M
66,309
+998%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.8M
106,208
+86%
增持
CMCSA
COMCAST CORP NEW
+$2.8M
104,567
+138%
建仓
FLOT
ISHARES TR
+$2.8M
54,719
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$2.7M
0
-100%
建仓
FHN
FIRST HORIZON CORPORATION
+$2.7M
244,649
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.7M
58,017
增持
EMR
EMERSON ELEC CO
+$2.6M
29,451
+954%
增持
SGOV
ISHARES TR
+$2.5M
158,662
+18%
增持
HON
HONEYWELL INTL INC
+$2.5M
16,870
+437%
增持
—
LINDE PLC
+$2.5M
11,758
+134%
增持
—
ACCENTURE PLC IRELAND
+$2.4M
14,269
+128%
增持
MGK
VANGUARD WORLD FD
+$2.4M
21,436
+108%
增持
COP
CONOCOPHILLIPS
+$2.4M
24,904
+353%
减持
SSO
PROSHARES TR
-$2.3M
181,592
-12%
增持
AVGO
BROADCOM INC
+$2.3M
18,855
+22%
建仓
VLO
VALERO ENERGY CORP
+$2.3M
16,112
增持
DIS
DISNEY WALT CO
+$2.3M
47,191
+172%
清仓
SPEU
SPDR INDEX SHS FDS
-$2.2M
0
-100%
清仓
UOCT
INNOVATOR ETFS TR
-$2.2M
0
-100%
增持
MBB
ISHARES TR
+$2.2M
41,954
+162%
增持
INTU
INTUIT
+$2.2M
10,334
+53%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
8,129
+222%
增持
VTEB
VANGUARD MUN BD FDS
+$2.2M
96,189
+95%
增持
RTX
RTX CORPORATION
+$2.1M
51,203
+225%
减持
GBDC
GOLUB CAP BDC INC
-$2.1M
15,816
-91%
建仓
—
BARRICK GOLD CORP
+$2.1M
145,496
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$2.1M
327,967
+58%
减持
—
CNFINANCE HLDGS LTD
-$2.0M
979,098
-50%
增持
LMT
LOCKHEED MARTIN CORP
+$2.0M
7,854
+202%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$2.0M
8,598
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$2.0M
49,587
增持
ISRG
INTUITIVE SURGICAL INC
+$2.0M
8,441
+531%
增持
IEI
ISHARES TR
+$2.0M
22,323
+387%
增持
USFR
WISDOMTREE TR
+$2.0M
75,187
+108%
增持
MRK
MERCK & CO INC
+$2.0M
51,757
+77%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.9M
13,244
+311%
建仓
EDV
VANGUARD WORLD FD
+$1.9M
27,001
清仓
—
STARBUCKS CORP
-$1.9M
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.9M
5,282
+445%
建仓
RMD
RESMED INC
+$1.8M
12,239
增持
IWF
ISHARES TR
+$1.8M
18,947
+61%
建仓
CARY
ANGEL OAK FUNDS TRUST
+$1.8M
89,703
增持
TIP
ISHARES TR
+$1.8M
24,779
+247%
增持
INTC
INTEL CORP
+$1.8M
108,700
+75%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.7M
8,217
+191%
增持
CSHI
NEOS ETF TRUST
+$1.7M
108,902
+48%
增持
—
DUPONT DE NEMOURS INC
+$1.7M
28,568
+424%
减持
ARCC
ARES CAPITAL CORP
-$1.7M
24,894
-79%
增持
T
AT&T INC
+$1.7M
205,178
+140%
增持
MO
ALTRIA GROUP INC
+$1.7M
55,546
+294%
建仓
MPC
MARATHON PETE CORP
+$1.7M
11,146
减持
QQQE
DIREXION SHS ETF TR
-$1.7M
256,903
-5%
建仓
HTAB
HARTFORD FDS EXCHANGE TRADED
+$1.7M
91,256
增持
WFC
WELLS FARGO CO NEW
+$1.7M
53,427
+336%
建仓
ESGU
ISHARES TR
+$1.6M
17,556
增持
—
PROSHARES TR
+$1.6M
136,741
+434%
增持
MDLZ
MONDELEZ INTL INC
+$1.6M
44,208
+116%
增持
SLV
ISHARES SILVER TR
+$1.6M
94,269
+456%
增持
XLI
SELECT SECTOR SPDR TR
+$1.6M
39,367
+73%
建仓
C
CITIGROUP INC
+$1.5M
37,497
增持
PAYX
PAYCHEX INC
+$1.5M
27,791
+86%
