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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 18
增持 82
减持 38
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
—
APPLE INC
+$85.7M
511,914
清仓
AAPL
APPLE INC
-$84.8M
0
-100%
建仓
—
SPDR S&P 500 ETF TR
+$41.0M
79,428
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。
清仓
SPY
SPDR S&P 500 ETF TR
-$36.3M
0
-100%
减持
VV
VANGUARD INDEX FDS
+$22.3M
1,108,311
-1%
减持
FBND
FIDELITY MERRIMACK STR TR
-$22.0M
41,765
-92%
清仓
QQQE
DIREXION SHS ETF TR
-$21.3M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$15.8M
39,817
-1%
增持
NOW
SERVICENOW INC
+$14.2M
251,451
+0%
增持
MSFT
MICROSOFT CORP
+$12.0M
194,384
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$11.9M
215,931
-44%
减持
IEF
ISHARES TR
-$11.8M
12,281
-91%
建仓
SSO
PROSHARES TR
+$11.0M
141,700
减持
MINT
PIMCO ETF TR
-$10.4M
25,008
-81%
增持
SGOV
ISHARES TR
+$9.7M
374,593
+34%
增持
BND
VANGUARD BD INDEX FDS
+$9.1M
296,702
+75%
增持
AMZN
AMAZON COM INC
+$9.0M
240,710
+6%
减持
MGK
VANGUARD WORLD FD
-$8.1M
7,064
-82%
减持
COWZ
PACER FDS TR
-$7.6M
1,055,341
-20%
增持
AGG
ISHARES TR
+$7.1M
1,610,932
+6%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$7.0M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.9M
29,152
-46%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.2M
1,281,802
+10%
增持
JPM
JPMORGAN CHASE & CO
+$6.1M
167,057
+4%
清仓
KBE
SPDR SER TR
-$5.7M
0
-100%
增持
MUB
ISHARES TR
+$5.5M
183,021
+40%
减持
UPRO
PROSHARES TR
-$5.4M
8,183
-93%
增持
LLY
ELI LILLY & CO
+$5.4M
24,658
+4%
清仓
IWC
ISHARES TR
-$5.3M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$5.0M
243,270
+1%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$5.0M
379,331
+36%
增持
IJH
ISHARES TR
+$4.8M
732,442
+412%
增持
AVGO
BROADCOM INC
+$4.7M
19,365
+3%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$4.6M
854,231
+25%
增持
HD
HOME DEPOT INC
+$4.6M
62,727
+12%
增持
IEI
ISHARES TR
+$4.5M
64,766
+151%
清仓
—
PROSHARES TR
-$4.3M
0
-100%
增持
JANT
AIM ETF PRODUCTS TRUST
+$4.2M
183,284
+214%
减持
BIL
SPDR SER TR
-$4.1M
624,717
-7%
建仓
OIH
VANECK ETF TRUST
+$4.1M
12,067
减持
META
META PLATFORMS INC
+$3.9M
29,595
-0%
增持
SPDW
SPDR INDEX SHS FDS
+$3.9M
1,294,237
+4%
增持
QQQ
INVESCO QQQ TR
+$3.8M
60,980
+7%
增持
EEM
ISHARES TR
+$3.8M
97,043
+1785%
减持
ITB
ISHARES TR
+$3.6M
407,759
-5%
增持
GOOGL
ALPHABET INC
+$3.6M
183,415
+7%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$3.5M
529,928
+21%
减持
FHN
FIRST HORIZON CORPORATION
-$3.5M
14,000
-95%
增持
NFLX
NETFLIX INC
+$3.5M
23,019
+7%
增持
GOOG
ALPHABET INC
+$3.4M
128,442
+12%
建仓
DYFI
ETF OPPORTUNITIES TRUST
+$3.1M
125,633
增持
—
EXXON MOBIL CORP
+$3.1M
149,369
+5%
减持
TQQQ
PROSHARES TR
-$3.0M
7,756
-89%
增持
PJAN
INNOVATOR ETFS TRUST
+$3.0M
108,621
+214%
减持
INTU
INTUIT
-$3.0M
6,508
-43%
增持
DIS
DISNEY WALT CO
+$2.9M
65,673
+17%
建仓
IEUR
ISHARES TR
+$2.9M
50,665
减持
SHY
ISHARES TR
-$2.7M
74,123
-31%
增持
PBUS
INVESCO EXCH TRADED FD TR II
+$2.7M
348,341
+7%
增持
VB
VANGUARD INDEX FDS
+$2.7M
71,146
+12%
增持
SPEM
SPDR INDEX SHS FDS
+$2.6M
513,000
+14%
增持
TFLO
ISHARES TR
+$2.6M
1,001,368
+5%
增持
GSLC
GOLDMAN SACHS ETF TR
+$2.5M
215,324
+2%
建仓
JNK
SPDR SER TR
+$2.5M
26,018
增持
COP
CONOCOPHILLIPS
+$2.5M
48,899
+51%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.5M
8,798
-83%
增持
CVX
CHEVRON CORP NEW
+$2.4M
105,050
+11%
增持
CSHI
NEOS ETF TRUST
+$2.4M
119,791
+66%
增持
NEE
NEXTERA ENERGY INC
+$2.3M
202,683
+16%
增持
TSLA
TESLA INC
-$2.3M
54,684
+14%
增持
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$2.1M
390,278
+12%
减持
IDEV
ISHARES TR
+$2.1M
1,263,284
-3%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$2.1M
29,074
清仓
SCHR
SCHWAB STRATEGIC TR
-$2.0M
0
-100%
增持
MRK
MERCK & CO INC
+$2.0M
78,194
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.9M
59,238
+15%
增持
VUG
VANGUARD INDEX FDS
+$1.9M
54,313
+0%
增持
IJR
ISHARES TR
+$1.9M
315,380
+3%
减持
ABBV
ABBVIE INC
+$1.8M
69,381
-1%
减持
KMB
KIMBERLY-CLARK CORP
-$1.8M
11,067
-58%
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$1.8M
6,902
+708%
减持
BA
BOEING CO
-$1.7M
13,876
-18%
增持
RTX
RTX CORPORATION
+$1.7M
77,339
+12%
建仓
HEFA
ISHARES TR
+$1.7M
49,134
增持
CAT
CATERPILLAR INC
+$1.7M
21,832
+2%
减持
JANW
AIM ETF PRODUCTS TRUST
-$1.7M
279,844
-19%
增持
V
VISA INC
+$1.6M
59,218
+3%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.6M
87,190
+57%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$1.6M
315,231
-5%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$1.6M
18,112
增持
PCN
PIMCO CORPORATE & INCM STRG
+$1.5M
542,326
+11%
增持
BAC
BANK AMERICA CORP
+$1.5M
165,748
+16%
减持
GD
GENERAL DYNAMICS CORP
-$1.4M
9,273
-40%
增持
ADBE
ADOBE INC
-$1.4M
20,884
+5%
减持
SPTI
SPDR SER TR
-$1.4M
17,470
-73%
增持
XLE
SELECT SECTOR SPDR TR
+$1.4M
51,070
+24%
减持
LDSF
FIRST TR EXCHNG TRADED FD VI
-$1.4M
282,570
-20%
减持
VTI
VANGUARD INDEX FDS
-$1.3M
21,329
-26%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.3M
12,013
+26%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.3M
23,588
+1%
减持
VTIP
VANGUARD MALVERN FDS
-$1.3M
204,767
-13%
清仓
LQD
ISHARES TR
-$1.3M
0
-100%
减持
IVV
ISHARES TR
+$1.3M
27,624
-0%
清仓
IUSV
ISHARES TR
-$1.3M
0
-100%
清仓
—
DIREXION SHS ETF TR
-$1.3M
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$1.3M
60,683
+29%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.2M
53,271
+222%
增持
TGT
TARGET CORP
+$1.2M
19,098
+26%
减持
TOTL
SSGA ACTIVE ETF TR
-$1.2M
113,914
-21%
增持
EMR
EMERSON ELEC CO
+$1.2M
44,756
+13%
增持
—
EATON CORP PLC
+$1.2M
6,353
+95%
增持
MU
MICRON TECHNOLOGY INC
+$1.2M
12,767
+255%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.2M
10,551
+18%
增持
XLV
SELECT SECTOR SPDR TR
+$1.2M
12,681
+156%
建仓
EWJ
ISHARES INC
+$1.2M
16,541
清仓
JMBS
JANUS DETROIT STR TR
-$1.2M
0
-100%
增持
CRM
SALESFORCE INC
+$1.2M
13,954
+21%
增持
AXP
AMERICAN EXPRESS CO
+$1.2M
8,812
+96%
增持
SFM
SPROUTS FMRS MKT INC
+$1.2M
23,981
+192%
建仓
AVIG
AMERICAN CENTY ETF TR
+$1.1M
27,742
减持
NEM
NEWMONT CORP
-$1.1M
23,731
-51%
增持
—
BLACKROCK INC
+$1.1M
4,732
+36%
减持
SPAB
SPDR SER TR
-$1.1M
46,347
-48%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
28,974
-1%
增持
AMAT
APPLIED MATLS INC
+$1.1M
19,104
+9%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$1.1M
135,282
+44%
增持
IEFA
ISHARES TR
+$1.1M
116,485
+8%
增持
USHY
ISHARES TR
+$1.1M
873,393
+3%
减持
IWM
ISHARES TR
-$1.1M
49,254
-13%
增持
PDT
HANCOCK JOHN PREM DIVID FD
+$1.1M
436,326
+15%
增持
—
CHUBB LIMITED
+$1.1M
6,932
+110%
增持
USFR
WISDOMTREE TR
+$1.0M
233,950
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$996.4K
158,614
+6%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$994.6K
617,709
-3%
增持
IHI
ISHARES TR
+$991.8K
85,200
+15%
增持
IWF
ISHARES TR
+$988.2K
22,899
+3%
增持
WFC
WELLS FARGO CO NEW
+$984.4K
72,567
+11%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$975.9K
7,173
减持
—
ARCH CAP GROUP LTD
+$973.8K
61,546
-3%
建仓
IBIT
ISHARES BITCOIN TR
+$965.0K
23,845
建仓
IGSB
ISHARES TR
+$964.8K
18,814
增持
QUAL
ISHARES TR
+$958.9K
8,118
+218%
增持
—
LINDE PLC
+$952.9K
14,152
+3%
增持
JNJ
JOHNSON & JOHNSON
+$951.5K
97,204
+6%
减持
ROL
ROLLINS INC
-$945.0K
24,482
-49%
增持
REZ
ISHARES TR
+$931.8K
452,915
+5%
建仓
ELF
E L F BEAUTY INC
+$928.6K
4,737
增持
XLSR
SSGA ACTIVE TR
+$926.4K
112,385
+10%
建仓
KBWP
INVESCO EXCH TRADED FD TR II
+$919.9K
8,537
建仓
VDC
VANGUARD WORLD FD
+$907.2K
4,444
