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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 12
增持 95
减持 33
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
NOW
SERVICENOW INC
+$37.2M
251,258
+0%
增持
VV
VANGUARD INDEX FDS
+$31.9M
1,115,798
+3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$27.8M
1,163,528
+91%
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
MSFT
MICROSOFT CORP
+$22.8M
185,642
+25%
增持
AAPL
APPLE INC
+$17.9M
452,639
+12%
减持
UPS
UNITED PARCEL SERVICE INC
-$15.7M
54,894
-65%
增持
TFLO
ISHARES TR
+$15.6M
953,328
+49%
增持
PBUS
INVESCO EXCH TRADED FD TR II
+$14.9M
325,715
+1928%
减持
BND
VANGUARD BD INDEX FDS
-$14.1M
169,614
-55%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$12.1M
330,381
+44%
增持
MINT
PIMCO ETF TR
+$12.1M
129,093
+1501%
增持
SGOV
ISHARES TR
+$12.1M
279,573
+76%
增持
CHCO
CITY HLDG CO
+$10.5M
108,268
+577%
清仓
SSO
PROSHARES TR
-$9.7M
0
-100%
减持
ITB
ISHARES TR
+$9.0M
428,529
-3%
增持
GSLC
GOLDMAN SACHS ETF TR
+$8.6M
211,547
+58%
增持
IJH
ISHARES TR
+$8.5M
143,119
+14%
增持
AMZN
AMAZON COM INC
+$7.9M
226,629
+9%
增持
JPM
JPMORGAN CHASE & CO
+$7.8M
160,777
+19%
增持
VO
VANGUARD INDEX FDS
+$7.2M
239,758
+3%
增持
USFR
WISDOMTREE TR
+$7.0M
213,896
+184%
减持
USMV
ISHARES TR
-$6.1M
151,648
-39%
减持
PSQH
PSQ HOLDINGS INC
-$6.0M
1,273,415
-9%
增持
CARY
ANGEL OAK FUNDS TRUST
+$6.0M
379,163
+323%
减持
SHY
ISHARES TR
-$5.9M
107,174
-41%
增持
UPRO
PROSHARES TR
+$5.8M
109,487
+1917%
建仓
KBE
SPDR SER TR
+$5.7M
124,898
减持
NSA
NATIONAL STORAGE AFFILIATES
-$5.6M
56,171
-77%
增持
FDX
FEDEX CORP
+$5.3M
21,921
+2320%
建仓
IWC
ISHARES TR
+$5.3M
45,645
增持
MGK
VANGUARD WORLD FD
+$5.3M
39,097
+82%
减持
AVGO
BROADCOM INC
+$5.3M
18,752
-1%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$4.9M
162,692
+284%
增持
IJR
ISHARES TR
+$4.8M
304,745
+2%
减持
MUB
ISHARES TR
-$4.8M
130,602
-29%
清仓
SWAN
AMPLIFY ETF TR
-$4.7M
0
-100%
增持
HD
HOME DEPOT INC
+$4.7M
56,145
+15%
增持
PCN
PIMCO CORPORATE & INCM STRG
+$4.7M
489,179
+321%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.6M
384,705
-20%
减持
AGG
ISHARES TR
+$4.6M
1,517,919
-2%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$4.6M
22,225
增持
—
ARCH CAP GROUP LTD
+$4.3M
63,492
+1090%
建仓
—
PROSHARES TR
+$4.3M
498,338
减持
EXR
EXTRA SPACE STORAGE INC
-$4.3M
1,334
-96%
增持
SPY
SPDR S&P 500 ETF TR
+$4.3M
77,162
+2%
减持
EW
EDWARDS LIFESCIENCES CORP
-$4.2M
18,245
-77%
增持
JNJ
JOHNSON & JOHNSON
+$4.1M
92,133
+39%
增持
VB
VANGUARD INDEX FDS
+$4.0M
63,778
+26%
减持
IDEV
ISHARES TR
+$3.9M
1,299,707
-4%
清仓
EWZ
ISHARES INC
-$3.7M
0
-100%
增持
XLI
SELECT SECTOR SPDR TR
+$3.7M
67,813
+72%
清仓
—
CNFINANCE HLDGS LTD
-$3.7M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.7M
53,768
-17%
增持
IWM
ISHARES TR
+$3.5M
56,855
+27%
增持
NEE
NEXTERA ENERGY INC
+$3.5M
175,145
+40%
增持
JANW
AIM ETF PRODUCTS TRUST
+$3.4M
345,112
+42%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$3.4M
279,116
+32%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$3.4M
126,580
-61%
增持
IEF
ISHARES TR
+$3.4M
134,996
+28%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$3.3M
683,720
+19%
增持
V
VISA INC
+$3.2M
57,287
+12%
清仓
—
JUNIPER NETWORKS INC
-$3.2M
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$3.1M
41,287
-43%
增持
—
ACCENTURE PLC IRELAND
+$3.1M
21,404
+50%
增持
WMT
WALMART INC
+$3.1M
83,586
+33%
增持
HON
HONEYWELL INTL INC
+$3.1M
29,474
+75%
增持
PDT
HANCOCK JOHN PREM DIVID FD
+$3.0M
378,540
+270%
增持
MRK
MERCK & CO INC
+$3.0M
76,544
+48%
增持
SPEM
SPDR INDEX SHS FDS
+$3.0M
449,547
+17%
增持
TIP
ISHARES TR
+$3.0M
51,731
+109%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$2.9M
314,693
+47%
增持
CSX
CSX CORP
+$2.8M
308,351
+21%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.8M
124,363
+73%
增持
BAC
BANK AMERICA CORP
+$2.8M
143,153
+92%
增持
GLD
SPDR GOLD TR
+$2.7M
46,131
+30%
增持
KO
COCA COLA CO
+$2.7M
174,060
+29%
减持
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$2.7M
348,596
-28%
减持
MBB
ISHARES TR
-$2.7M
11,429
-73%
增持
INTC
INTEL CORP
+$2.6M
129,568
+19%
增持
LLY
ELI LILLY & CO
+$2.6M
23,677
+13%
减持
VTC
VANGUARD SCOTTSDALE FDS
+$2.6M
669,999
-2%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.6M
81,244
+215%
增持
GOOGL
ALPHABET INC
+$2.5M
172,177
+5%
减持
REZ
ISHARES TR
+$2.5M
431,308
-3%
增持
NSC
NORFOLK SOUTHN CORP
+$2.4M
14,972
+156%
增持
ABT
ABBOTT LABS
+$2.4M
107,473
+10%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.4M
50,254
建仓
HYG
ISHARES TR
+$2.3M
29,693
减持
NFLX
NETFLIX INC
+$2.3M
21,611
-1%
增持
PEP
PEPSICO INC
+$2.2M
69,189
+23%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.2M
206,971
+21%
增持
COST
COSTCO WHSL CORP NEW
+$2.2M
15,618
+8%
增持
RTX
RTX CORPORATION
+$2.1M
69,195
+35%
减持
QQQE
DIREXION SHS ETF TR
+$2.1M
252,160
-2%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$2.1M
94,195
增持
IEMG
ISHARES INC
+$2.1M
72,445
+121%
建仓
IDXX
IDEXX LABS INC
+$2.1M
3,765
增持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$2.0M
125,239
+229%
增持
GOOG
ALPHABET INC
+$2.0M
114,196
+7%
增持
ITW
ILLINOIS TOOL WKS INC
+$2.0M
13,634
+99%
增持
META
META PLATFORMS INC
+$2.0M
29,604
+5%
减持
COWZ
PACER FDS TR
-$2.0M
1,325,765
-8%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
29,333
+10%
减持
GBIL
GOLDMAN SACHS ETF TR
-$1.9M
7,656
-71%
增持
INTU
INTUIT
+$1.9M
11,489
+11%
清仓
EDV
VANGUARD WORLD FD
-$1.9M
0
-100%
增持
IVV
ISHARES TR
+$1.9M
27,737
+5%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
115,395
+12%
增持
BIL
SPDR SER TR
+$1.8M
672,725
+4%
减持
CSHI
NEOS ETF TRUST
-$1.8M
72,352
-34%
建仓
JANT
AIM ETF PRODUCTS TRUST
+$1.8M
58,449
增持
UNP
UNION PAC CORP
+$1.8M
16,098
+53%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.8M
699,312
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.8M
150,107
+26%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.8M
639,440
-2%
减持
IAU
ISHARES GOLD TR
-$1.8M
947,541
-14%
减持
SPDW
SPDR INDEX SHS FDS
+$1.7M
1,250,363
-5%
增持
ERH
ALLSPRING UTILITIES AND HIGH
+$1.7M
255,788
+265%
减持
VUG
VANGUARD INDEX FDS
+$1.7M
54,056
-2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.7M
46,238
+275%
增持
—
AON PLC
+$1.7M
6,564
+955%
增持
IWF
ISHARES TR
+$1.7M
22,199
+17%
建仓
CALF
PACER FDS TR
+$1.7M
35,071
增持
VTEB
VANGUARD MUN BD FDS
+$1.7M
123,582
+28%
增持
DOW
DOW INC
+$1.7M
99,862
+36%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.7M
24,845
+27%
增持
TGT
TARGET CORP
+$1.6M
15,117
+229%
增持
WM
WASTE MGMT INC DEL
+$1.6M
12,867
+194%
清仓
—
AMCOR PLC
-$1.6M
0
-100%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.6M
438,805
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.6M
9,772
-54%
增持
BX
BLACKSTONE INC
+$1.6M
51,704
+7%
建仓
NUE
NUCOR CORP
+$1.5M
8,684
增持
MCD
MCDONALDS CORP
+$1.5M
25,602
+11%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.5M
21,113
+59%
减持
ADBE
ADOBE INC
+$1.5M
19,974
-2%
清仓
—
PROSHARES TR II
-$1.5M
0
-100%
增持
CAT
CATERPILLAR INC
+$1.5M
21,343
+20%
增持
MDLZ
MONDELEZ INTL INC
+$1.5M
62,443
+41%
清仓
URA
GLOBAL X FDS
-$1.5M
0
-100%
建仓
BITO
PROSHARES TR
+$1.4M
69,912
增持
NEM
NEWMONT CORP
+$1.4M
48,014
+208%
减持
—
PROSHARES TR
-$1.4M
47,820
-65%
增持
FISV
FISERV INC
+$1.4M
26,782
+38%
增持
APO
APOLLO GLOBAL MGMT INC
+$1.4M
23,346
+154%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.3M
23,333
+7%
增持
BA
BOEING CO
+$1.3M
16,957
+5%
增持
DE
DEERE & CO
+$1.3M
7,386
+70%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.3M
42,422
+49%
清仓
IGSB
ISHARES TR
-$1.3M
0
-100%
