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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 13
增持 79
减持 46
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$32.1M
547,583
+8718%
减持
REZ
ISHARES TR
-$31.8M
49,325
-89%
减持
NOW
SERVICENOW INC
+$26.7M
251,130
-0%
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
PAVE
GLOBAL X FDS
+$26.0M
678,063
+1243%
增持
BIL
SPDR SER TR
+$14.1M
850,613
+22%
增持
AGG
ISHARES TR
+$13.1M
1,711,410
+4%
增持
IAU
ISHARES GOLD TR
+$13.0M
1,040,264
+18%
清仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$12.6M
0
-100%
增持
BUFB
INNOVATOR ETFS TRUST
+$12.3M
407,973
+1998%
增持
QQQ
INVESCO QQQ TR
+$12.2M
90,906
+42%
减持
VV
VANGUARD INDEX FDS
+$11.9M
1,094,649
-1%
建仓
QLD
PROSHARES TR
+$10.0M
99,625
增持
IJR
ISHARES TR
+$9.1M
361,485
+16%
减持
COWZ
PACER FDS TR
-$9.1M
871,164
-20%
减持
XLI
SELECT SECTOR SPDR TR
-$8.5M
12,323
-85%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$8.4M
630,911
+35%
增持
NVDA
NVIDIA CORPORATION
+$7.7M
493,098
+15%
增持
IDEV
ISHARES TR
+$7.1M
1,268,683
+1%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$6.9M
663,224
-31%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$6.7M
997,682
-12%
清仓
JANW
AIM ETF PRODUCTS TRUST
-$6.6M
0
-100%
减持
MSFT
MICROSOFT CORP
-$6.6M
192,999
-4%
增持
VO
VANGUARD INDEX FDS
+$6.3M
253,180
+1%
增持
IWY
ISHARES TR
+$5.9M
33,815
+366%
减持
XLE
SELECT SECTOR SPDR TR
-$5.8M
46,689
-57%
增持
TFLO
ISHARES TR
+$5.7M
1,185,988
+11%
清仓
CELH
CELSIUS HLDGS INC
-$5.4M
0
-100%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$5.4M
347,210
+3%
减持
GOOGL
ALPHABET INC
-$5.3M
190,445
-6%
建仓
QDPL
PACER FDS TR
+$5.2M
138,192
建仓
SWAN
AMPLIFY ETF TR
+$5.0M
165,578
增持
TLT
ISHARES TR
+$4.9M
101,793
+83%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.7M
36,129
+23%
增持
META
META PLATFORMS INC
+$4.5M
50,400
+4%
建仓
NEAR
ISHARES U S ETF TR
+$4.5M
87,170
增持
HD
HOME DEPOT INC
+$4.4M
48,362
+10%
减持
—
APPLE INC
+$4.4M
515,751
-4%
增持
AVUS
AMERICAN CENTY ETF TR
+$4.3M
66,331
+193%
减持
GOOG
ALPHABET INC
-$4.0M
119,632
-9%
增持
WMT
WALMART INC
+$4.0M
270,447
+2%
减持
USMV
ISHARES TR
-$3.9M
82,035
-40%
减持
UPRO
PROSHARES TR
-$3.9M
6,328
-89%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$3.8M
711,694
+2%
增持
VB
VANGUARD INDEX FDS
+$3.7M
87,014
+12%
清仓
JANT
AIM ETF PRODUCTS TRUST
-$3.7M
0
-100%
建仓
TECL
DIREXION SHS ETF TR
+$3.5M
39,681
增持
IJH
ISHARES TR
+$3.3M
733,987
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.3M
38,385
+74%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.1M
718,411
+1%
增持
AVGO
BROADCOM INC
+$3.1M
184,840
+931%
增持
VTI
VANGUARD INDEX FDS
+$3.0M
42,016
+27%
减持
SPYG
SPDR SER TR
-$3.0M
5,203
-88%
清仓
CSHI
NEOS ETF TRUST
-$3.0M
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$3.0M
558,654
+5%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$2.9M
45,205
+6%
增持
SPYV
SPDR SER TR
+$2.8M
249,756
+18%
减持
SPDW
SPDR INDEX SHS FDS
+$2.8M
1,460,242
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$2.8M
147,291
+5%
增持
SGOV
ISHARES TR
+$2.7M
591,099
+5%
建仓
BINC
BLACKROCK ETF TRUST II
+$2.7M
49,528
增持
GSLC
GOLDMAN SACHS ETF TR
+$2.6M
253,395
+4%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.6M
141,675
+54%
增持
SSO
PROSHARES TR
+$2.5M
317,197
+0%
增持
GLD
SPDR GOLD TR
+$2.4M
47,851
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.4M
30,955
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.4M
648,650
+1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.3M
595,428
+4%
增持
PBUS
INVESCO EXCH TRADED FD TR II
+$2.2M
405,865
+5%
清仓
PJAN
INNOVATOR ETFS TRUST
-$2.2M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.2M
101,479
+64%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.2M
23,146
+6%
减持
MGNR
AMERICAN BEACON SELECT FUNDS
-$2.2M
18,096
-80%
增持
MBB
ISHARES TR
+$2.2M
28,381
+391%
建仓
VXX
BARCLAYS BANK PLC
+$2.2M
43,864
增持
GS
GOLDMAN SACHS GROUP INC
+$2.2M
12,930
+38%
增持
USHY
ISHARES TR
+$2.1M
904,878
+3%
增持
IVV
ISHARES TR
+$2.1M
33,678
+7%
减持
UBSI
UNITED BANKSHARES INC WEST V
-$2.1M
84,219
-48%
减持
CARY
ANGEL OAK FUNDS TRUST
-$2.0M
327,739
-24%
增持
ABT
ABBOTT LABS
+$1.9M
119,854
+6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.9M
35,015
+7%
增持
BX
BLACKSTONE INC
+$1.9M
59,496
+2%
减持
ITB
ISHARES TR
+$1.8M
346,725
-17%
清仓
HCMT
DIREXION SHS ETF TR
-$1.8M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
33,942
+5%
减持
ADBE
ADOBE INC
-$1.8M
5,184
-36%
增持
MUB
ISHARES TR
+$1.7M
201,632
+6%
减持
MRK
MERCK & CO INC
-$1.7M
78,001
-8%
减持
PSQH
PSQ HOLDINGS INC
-$1.7M
1,233,195
-1%
增持
HYMB
SPDR SER TR
+$1.7M
466,815
+12%
减持
PG
PROCTER AND GAMBLE CO
-$1.6M
95,615
-13%
建仓
IWX
ISHARES TR
+$1.6M
20,114
建仓
GSSC
GOLDMAN SACHS ETF TR
+$1.6M
23,285
减持
SHY
ISHARES TR
-$1.6M
44,395
-31%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.6M
222,077
+0%
增持
MCD
MCDONALDS CORP
+$1.5M
26,477
+3%
减持
TSLA
TESLA INC
+$1.5M
57,872
-16%
减持
CRM
SALESFORCE INC
-$1.5M
13,316
-34%
减持
JNJ
JOHNSON & JOHNSON
+$1.5M
98,048
-0%
减持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$1.5M
53,664
-52%
减持
SHV
ISHARES TR
-$1.5M
24,048
-36%
增持
—
ASML HOLDING N V
-$1.5M
8,111
+1%
减持
VTIP
VANGUARD MALVERN FDS
-$1.5M
141,833
-18%
减持
INTC
INTEL CORP
-$1.4M
158,471
-5%
建仓
YOU
CLEAR SECURE INC
+$1.4M
42,389
增持
PM
PHILIP MORRIS INTL INC
+$1.4M
40,377
+17%
增持
LMT
LOCKHEED MARTIN CORP
+$1.4M
6,997
+20%
减持
JNK
SPDR SER TR
-$1.4M
11,140
-57%
减持
ICVT
ISHARES TR
-$1.3M
4,133
-80%
增持
WMB
WILLIAMS COS INC
+$1.3M
62,692
+70%
增持
BND
VANGUARD BD INDEX FDS
+$1.3M
306,293
+2%
建仓
MAXJ
ISHARES TR
+$1.3M
48,927
增持
—
ARISTA NETWORKS INC
+$1.3M
12,710
+23%
建仓
SMMU
PIMCO ETF TR
+$1.3M
24,936
减持
QID
PROSHARES TR
-$1.2M
22,524
-58%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
12,861
+16%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
168,485
+9%
增持
—
ACCENTURE PLC IRELAND
+$1.2M
20,731
+3%
减持
ABBV
ABBVIE INC
+$1.2M
64,748
-4%
增持
HDV
ISHARES TR
+$1.2M
17,876
+114%
减持
CHCO
CITY HLDG CO
+$1.2M
108,533
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.2M
149,826
+13%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.2M
159,893
-15%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
80,020
+22%
增持
SPAB
SPDR SER TR
+$1.1M
87,591
+92%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
17,666
+11%
减持
CVX
CHEVRON CORP NEW
-$1.1M
66,333
-5%
清仓
TOL
TOLL BROTHERS INC
-$1.1M
0
-100%
清仓
OUSA
ALPS ETF TR
-$1.1M
0
-100%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$1.1M
426,592
-16%
清仓
EFV
ISHARES TR
-$1.1M
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.1M
25,180
+25%
增持
IEFA
ISHARES TR
+$1.1M
127,813
+4%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$1.1M
270,554
-14%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
28,354
+54%
清仓
SPTL
SPDR SER TR
-$1.1M
0
-100%
增持
—
LINDE PLC
+$1.1M
16,636
+6%
减持
CAT
CATERPILLAR INC
+$1.1M
20,157
-2%
减持
VLO
VALERO ENERGY CORP
-$1.0M
2,850
-68%
增持
—
ARCH CAP GROUP LTD
+$1.0M
67,365
+4%
增持
AVES
AMERICAN CENTY ETF TR
+$1.0M
32,077
+137%
减持
RTX
RTX CORPORATION
+$993.0K
55,132
-3%
建仓
BLBD
BLUE BIRD CORP
+$986.6K
20,572
清仓
POCT
INNOVATOR ETFS TRUST
-$972.6K
0
-100%
减持
QCOM
QUALCOMM INC
-$968.0K
30,090
-2%
减持
MU
MICRON TECHNOLOGY INC
-$965.7K
8,767
-38%
增持
AVLV
AMERICAN CENTY ETF TR
+$962.1K
33,063
+71%
增持
GE
GE AEROSPACE
+$952.0K
12,443
+42%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$944.3K
201,613
+26%
增持
HYGV
FLEXSHARES TR
+$935.3K
46,533
+87%
