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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 65
减持 55
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
—
SPDR S&P 500 ETF TR
-$41.0M
0
-100%
增持
—
APPLE INC
+$25.2M
539,562
+5%
增持
SGOV
ISHARES TR
+$19.1M
564,156
+51%
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。
建仓
SPY
SPDR S&P 500 ETF TR
+$17.7M
32,457
增持
NVDA
NVIDIA CORPORATION
+$16.8M
430,465
+981%
减持
VUG
VANGUARD INDEX FDS
-$16.4M
6,209
-89%
增持
SSO
PROSHARES TR
+$15.1M
316,334
+123%
减持
VV
VANGUARD INDEX FDS
+$10.6M
1,106,992
-0%
增持
META
META PLATFORMS INC
+$10.0M
48,358
+63%
增持
GOOGL
ALPHABET INC
+$9.2M
203,376
+11%
减持
HD
HOME DEPOT INC
-$8.9M
44,070
-30%
建仓
ZECP
ZACKS TRUST
+$8.5M
293,975
增持
MSFT
MICROSOFT CORP
+$7.9M
200,591
+3%
增持
AVIG
AMERICAN CENTY ETF TR
+$7.8M
219,333
+691%
减持
MSCI
MSCI INC
-$7.6M
637
-95%
清仓
PCN
PIMCO CORPORATE & INCM STRG
-$7.6M
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$7.4M
1,135,136
-11%
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$7.2M
505,457
增持
BIL
SPDR SER TR
+$6.7M
697,430
+12%
建仓
NTAP
NETAPP INC
+$6.5M
50,559
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$6.4M
22,031
-63%
增持
NOW
SERVICENOW INC
+$6.2M
251,525
+0%
减持
ADBE
ADOBE INC
-$6.0M
8,080
-61%
增持
AMZN
AMAZON COM INC
+$6.0M
255,484
+6%
增持
—
ASML HOLDING N V
+$5.8M
8,031
+223%
减持
CVX
CHEVRON CORP NEW
-$5.7M
69,717
-34%
增持
SPDW
SPDR INDEX SHS FDS
+$5.7M
1,483,463
+15%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$5.5M
42,661
+2013%
建仓
CELH
CELSIUS HLDGS INC
+$5.4M
95,040
减持
JPM
JPMORGAN CHASE & CO.
-$5.2M
139,839
-16%
清仓
TIP
ISHARES TR
-$5.2M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$5.1M
108,310
+112%
增持
ITB
ISHARES TR
-$5.0M
417,932
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$4.7M
56,525
+45%
增持
WMT
WALMART INC
+$4.6M
263,911
+20%
减持
NEE
NEXTERA ENERGY INC
-$4.6M
118,382
-42%
增持
GOOG
ALPHABET INC
+$4.4M
131,407
+2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$4.3M
183,431
+244%
增持
GSY
POWERSHARES ACTIVELY MANAGED
+$4.3M
465,743
+23%
增持
TSLA
TESLA INC
+$4.0M
68,808
+26%
增持
UPRO
PROSHARES TR
+$3.8M
57,540
+603%
减持
OIH
VANECK ETF TRUST
-$3.8M
847
-93%
减持
EEM
ISHARES TR
-$3.8M
5,149
-95%
增持
INTU
INTUIT
+$3.7M
12,062
+85%
增持
QQQ
INVESCO QQQ TR
+$3.7M
64,136
+5%
增持
GSLC
GOLDMAN SACHS ETF TR
+$3.6M
242,970
+13%
增持
TFLO
ISHARES TR
+$3.6M
1,072,050
+7%
增持
REZ
ISHARES TR
+$3.5M
469,295
+4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.5M
20,207
+632%
建仓
SPYG
SPDR SER TR
+$3.4M
42,573
增持
NFLX
NETFLIX INC
+$3.4M
25,700
+12%
建仓
SMIZ
ZACKS TRUST
+$3.3M
109,845
增持
VTI
VANGUARD INDEX FDS
+$3.3M
33,159
+55%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$3.3M
965,367
+13%
减持
IWM
ISHARES TR
-$3.3M
34,660
-30%
增持
AVSF
AMERICAN CENTY ETF TR
+$3.3M
76,551
+1495%
增持
XLI
SELECT SECTOR SPDR TR
+$3.3M
83,627
+53%
增持
EFA
ISHARES TR
+$3.2M
46,159
+906%
减持
AVGO
BROADCOM INC
+$3.1M
17,930
-7%
减持
CSHI
NEOS ETF TRUST
-$3.0M
59,751
-50%
清仓
IEUR
ISHARES TR
-$2.9M
0
-100%
建仓
IDV
ISHARES TR
+$2.8M
102,883
增持
PBUS
INVESCO EXCH TRADED FD TR II
+$2.8M
387,479
+11%
增持
IVV
ISHARES TR
+$2.8M
31,621
+14%
建仓
MGNR
AMERICAN BEACON SELECT FUNDS
+$2.7M
92,425
建仓
PSP
INVESCO EXCHANGE TRADED FD T
+$2.7M
43,480
增持
D
DOMINION ENERGY INC
+$2.6M
81,333
+194%
增持
COST
COSTCO WHSL CORP NEW
+$2.6M
15,666
+7%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.6M
132,441
+50%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$2.5M
336,088
+7%
减持
XLRE
SELECT SECTOR SPDR TR
-$2.5M
27,566
-69%
增持
AGG
ISHARES TR
+$2.5M
1,650,710
+2%
减持
CSX
CSX CORP
-$2.4M
267,147
-13%
减持
COP
CONOCOPHILLIPS
-$2.4M
33,653
-31%
减持
JANT
AIM ETF PRODUCTS TRUST
-$2.4M
108,297
-41%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$2.4M
3,082
-71%
减持
DIS
DISNEY WALT CO
-$2.3M
57,281
-13%
清仓
ERH
ALLSPRING UTILITIES AND HIGH
-$2.3M
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.3M
32,768
-19%
增持
QUAL
ISHARES TR
+$2.3M
21,423
+164%
减持
XLY
SELECT SECTOR SPDR TR
-$2.3M
4,429
-74%
减持
V
VISA INC
-$2.3M
54,210
-8%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$2.3M
19,150
-72%
减持
CALF
PACER FDS TR
-$2.2M
5,696
-89%
减持
—
BLACKROCK INC
-$2.2M
2,224
-53%
减持
PSQH
PSQ HOLDINGS INC
-$2.1M
1,247,565
-2%
减持
JANW
AIM ETF PRODUCTS TRUST
-$2.1M
206,509
-26%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$2.1M
24,448
建仓
DGRO
ISHARES TR
+$2.1M
36,885
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.1M
212,066
+34%
减持
NOC
NORTHROP GRUMMAN CORP
-$2.1M
1,632
-72%
建仓
JSML
JANUS DETROIT STR TR
+$2.1M
35,171
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$2.1M
313,382
+26%
减持
F
FORD MTR CO DEL
-$2.1M
98,755
-60%
建仓
QID
PROSHARES TR
+$2.1M
53,852
减持
PJAN
INNOVATOR ETFS TRUST
-$2.0M
54,908
-49%
减持
IJH
ISHARES TR
-$2.0M
725,391
-1%
减持
IDEV
ISHARES TR
-$2.0M
1,261,559
-0%
增持
XLC
SELECT SECTOR SPDR TR
+$2.0M
44,025
+100%
增持
QCOM
QUALCOMM INC
+$2.0M
30,550
+26%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.9M
36,621
增持
TXN
TEXAS INSTRS INC
+$1.9M
18,564
+87%
增持
COWZ
PACER FDS TR
-$1.9M
1,091,029
+3%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.9M
19,153
增持
XLV
SELECT SECTOR SPDR TR
+$1.9M
25,597
+102%
减持
RTX
RTX CORPORATION
-$1.9M
56,648
-27%
建仓
FDHY
FIDELITY COVINGTON TRUST
+$1.8M
38,313
增持
—
EXXON MOBIL CORP
+$1.8M
166,689
+12%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$1.8M
147,955
+182%
减持
GPI
GROUP 1 AUTOMOTIVE INC
-$1.8M
816
-88%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
714,208
+1%
建仓
QLV
FLEXSHARES TR
+$1.7M
26,610
减持
IJR
ISHARES TR
-$1.7M
311,320
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.6M
21,913
-7%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$1.6M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$1.6M
5,826
-38%
建仓
IWY
ISHARES TR
+$1.6M
7,260
增持
AMGN
AMGEN INC
+$1.6M
16,442
+30%
增持
SPEM
SPDR INDEX SHS FDS
+$1.5M
533,597
+4%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.5M
571,676
+8%
增持
FCOM
FIDELITY COVINGTON TRUST
+$1.5M
40,248
+211%
减持
XLP
SELECT SECTOR SPDR TR
-$1.5M
41,488
-32%
清仓
—
SUMMIT FINL GROUP INC
-$1.4M
0
-100%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$1.4M
44,921
-41%
减持
VLO
VALERO ENERGY CORP
-$1.4M
8,935
-46%
清仓
URI
UNITED RENTALS INC
-$1.4M
0
-100%
增持
HCMT
DIREXION SHS ETF TR
+$1.4M
53,198
+304%
减持
VOT
VANGUARD INDEX FDS
-$1.4M
1,255
-82%
增持
VDC
VANGUARD WORLD FD
+$1.4M
11,325
+155%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.4M
12,554
+19%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
30,817
+6%
减持
VTIP
VANGUARD MALVERN FDS
-$1.4M
174,014
-15%
减持
TGT
TARGET CORP
-$1.3M
13,900
-27%
减持
CVS
CVS HEALTH CORP
-$1.3M
14,173
-47%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.3M
188,355
-9%
减持
MCD
MCDONALDS CORP
-$1.3M
25,592
-8%
减持
—
CHUBB LIMITED
-$1.2M
2,239
-68%
减持
WMB
WILLIAMS COS INC
-$1.2M
36,864
-48%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.2M
645,019
+4%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
11,091
+23%
减持
DYFI
ETF OPPORTUNITIES TRUST
-$1.2M
81,490
-35%
清仓
EWJ
ISHARES INC
-$1.2M
0
-100%
减持
CAT
CATERPILLAR INC
-$1.2M
20,477
-6%
增持
JXN
JACKSON FINANCIAL INC
+$1.2M
18,831
+467%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
61,970
+264%
减持
IAU
ISHARES GOLD TR
+$1.2M
881,367
-1%
减持
AXP
AMERICAN EXPRESS CO
-$1.2M
3,626
-59%
清仓
—
FIRST TR ENERGY INFRASTRCTR
-$1.2M
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$1.1M
2,244
-76%
建仓
EIPI
FIRST TR EXCHNG TRADED FD VI
+$1.1M
61,430
