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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 62
减持 52
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
NOW
SERVICENOW INC
+$41.9M
251,410
+0%
减持
QQQ
INVESCO QQQ TR
-$12.6M
62,361
-31%
建仓
GSST
GOLDMAN SACHS ETF TR
+$12.2M
242,727
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。
减持
AVGO
BROADCOM INC
+$10.3M
181,944
-2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$10.0M
71,421
+184%
减持
SSO
PROSHARES TR
-$9.8M
203,249
-36%
增持
—
APPLE INC
+$9.7M
520,325
+1%
建仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$9.5M
284,816
增持
AMZN
AMAZON COM INC
+$9.3M
265,371
+1%
增持
TSLA
TESLA INC
+$8.9M
59,495
+3%
建仓
SH
PROSHARES TR
+$8.3M
194,921
清仓
—
PROSHARES TR
-$7.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$7.7M
503,499
+2%
增持
ITB
ISHARES TR
-$7.2M
356,213
+3%
增持
SGOV
ISHARES TR
+$6.8M
660,834
+12%
增持
IDEV
ISHARES TR
-$6.6M
1,291,949
+2%
增持
DBMF
LITMAN GREGORY FDS TR
+$6.2M
246,628
+3129%
建仓
ANET
ARISTA NETWORKS INC
+$5.9M
53,435
减持
—
ASML HOLDING N V
-$5.8M
1,416
-83%
减持
UPS
UNITED PARCEL SERVICE INC
-$5.3M
12,262
-76%
清仓
SWAN
AMPLIFY ETF TR
-$5.0M
0
-100%
清仓
—
ARISTA NETWORKS INC
-$4.9M
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$4.7M
0
-100%
减持
NFLX
NETFLIX INC
+$4.4M
25,396
-1%
增持
BIL
SPDR SER TR
+$4.4M
901,745
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$4.3M
147,558
+0%
减持
GOOGL
ALPHABET INC
+$4.3M
190,139
-0%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$4.2M
715,665
+13%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$4.1M
576,526
+5%
建仓
—
PROSHARES TR
+$4.1M
182,507
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.8M
100,582
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$3.8M
84,303
+342%
增持
SPYG
SPDR SER TR
+$3.7M
47,297
+809%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.7M
131,649
+178%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.6M
18,618
-51%
减持
IVV
ISHARES TR
-$3.5M
27,042
-20%
清仓
TECL
DIREXION SHS ETF TR
-$3.5M
0
-100%
减持
TLT
ISHARES TR
-$3.5M
74,615
-27%
减持
SPYV
SPDR SER TR
-$3.4M
192,032
-23%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.4M
152,572
-28%
增持
GBIL
GOLDMAN SACHS ETF TR
+$3.2M
35,016
+1074%
建仓
—
PROSHARES TR
+$3.1M
100,948
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$3.1M
28,420
减持
VV
VANGUARD INDEX FDS
+$3.1M
1,080,059
-1%
清仓
PSQH
PSQ HOLDINGS INC
-$3.0M
0
-100%
增持
WMT
WALMART INC
+$2.9M
274,246
+1%
建仓
RSST
TIDAL TR II
+$2.9M
121,909
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.9M
21,925
-5%
增持
GOOG
ALPHABET INC
+$2.9M
120,789
+1%
建仓
GSC
GOLDMAN SACHS ETF TR
+$2.9M
55,925
增持
IWM
ISHARES TR
+$2.9M
47,942
+37%
增持
IWY
ISHARES TR
+$2.9M
43,756
+29%
减持
IEI
ISHARES TR
-$2.8M
40,975
-35%
建仓
BLK
BLACKROCK INC
+$2.7M
2,592
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$2.6M
44,747
+147%
减持
SPY
SPDR S&P 500 ETF TR
-$2.6M
28,819
-15%
清仓
DGRO
ISHARES TR
-$2.5M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.5M
30,891
-0%
增持
V
VISA INC
+$2.4M
55,013
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$2.4M
20,207
-57%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$2.3M
203,351
+609%
建仓
IYR
ISHARES TR
+$2.2M
23,959
增持
BUFB
INNOVATOR ETFS TRUST
+$2.2M
467,850
+15%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$2.2M
45,804
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.2M
730,371
+2%
减持
—
EXXON MOBIL CORP
-$2.2M
163,501
-3%
清仓
VXX
BARCLAYS BANK PLC
-$2.2M
0
-100%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$2.2M
41,605
减持
IEFA
ISHARES TR
-$2.2M
111,242
-13%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.1M
27,898
清仓
—
BLACKROCK INC
-$2.1M
0
-100%
增持
QUAL
ISHARES TR
+$2.1M
27,386
+78%
增持
AOM
ISHARES TR
+$2.1M
55,802
+648%
减持
XLV
SELECT SECTOR SPDR TR
-$2.0M
15,061
-43%
增持
VTC
VANGUARD SCOTTSDALE FDS
-$2.0M
718,891
+1%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.9M
15,583
减持
IJR
ISHARES TR
-$1.9M
350,404
-3%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$1.9M
22,812
增持
SPDW
SPDR INDEX SHS FDS
-$1.8M
1,553,404
+6%
减持
JNJ
JOHNSON & JOHNSON
-$1.8M
97,230
-1%
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$1.8M
11,993
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.8M
69,547
+85%
增持
BA
BOEING CO
+$1.8M
23,869
+49%
减持
AMGN
AMGEN INC
-$1.8M
10,516
-25%
增持
SMMU
PIMCO ETF TR
+$1.8M
60,707
+143%
增持
VTIP
VANGUARD MALVERN FDS
+$1.8M
180,891
+28%
增持
PBUS
INVESCO EXCH TRADED FD TR II
+$1.8M
425,508
+5%
清仓
CPNG
COUPANG INC
-$1.7M
0
-100%
建仓
CERY
SPDR SER TR
+$1.7M
65,981
减持
GUNR
FLEXSHARES TR
-$1.7M
55,075
-39%
增持
LLY
ELI LILLY & CO
-$1.7M
23,951
+5%
增持
JNK
SPDR SER TR
+$1.7M
28,934
+160%
增持
NEAR
ISHARES U S ETF TR
+$1.6M
121,110
+39%
减持
INTU
INTUIT
-$1.6M
8,726
-24%
清仓
IWX
ISHARES TR
-$1.6M
0
-100%
减持
KO
COCA COLA CO
-$1.6M
140,028
-2%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$1.6M
626,102
-3%
增持
VB
VANGUARD INDEX FDS
+$1.5M
92,350
+6%
减持
EFA
ISHARES TR
-$1.5M
22,579
-42%
增持
MSTR
MICROSTRATEGY INC
+$1.5M
6,310
+215%
减持
GDX
VANECK ETF TRUST
-$1.5M
111,638
-15%
减持
MRK
MERCK & CO INC
-$1.4M
74,591
-4%
减持
HDV
ISHARES TR
-$1.4M
6,019
-66%
增持
MOAT
VANECK ETF TRUST
+$1.4M
19,729
+360%
减持
SPAB
SPDR SER TR
-$1.4M
35,151
-60%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.4M
13,638
+5%
清仓
YOU
CLEAR SECURE INC
-$1.4M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
45,888
+9%
增持
MSFT
MICROSOFT CORP
+$1.4M
200,331
+4%
增持
SPEM
SPDR INDEX SHS FDS
-$1.4M
564,828
+1%
减持
GSSC
GOLDMAN SACHS ETF TR
-$1.4M
3,361
-86%
增持
IJH
ISHARES TR
+$1.4M
756,269
+3%
减持
META
META PLATFORMS INC
-$1.4M
46,939
-7%
减持
—
ARCH CAP GROUP LTD
-$1.4M
66,938
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$1.4M
12,370
+371%
减持
PEP
PEPSICO INC
-$1.3M
70,246
-1%
增持
ITM
VANECK ETF TRUST
+$1.3M
34,654
+556%
减持
HYG
ISHARES TR
-$1.3M
8,807
-65%
增持
NEE
NEXTERA ENERGY INC
-$1.3M
108,818
+1%
减持
BND
VANGUARD BD INDEX FDS
-$1.3M
301,610
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$1.3M
42,392
+161%
增持
BAC
BANK AMERICA CORP
+$1.3M
207,198
+5%
减持
FISR
SSGA ACTIVE TR
-$1.3M
189,088
-17%
建仓
UWM
PROSHARES TR
+$1.3M
30,404
增持
APP
APPLOVIN CORP
+$1.3M
5,694
+30%
增持
DOW
DOW INC
-$1.2M
88,574
+1%
减持
HD
HOME DEPOT INC
-$1.2M
47,181
-2%
增持
DIS
DISNEY WALT CO
+$1.2M
67,109
+4%
建仓
IDCC
INTERDIGITAL INC
+$1.2M
6,322
增持
CMI
CUMMINS INC
+$1.2M
5,798
+133%
增持
EMR
EMERSON ELEC CO
+$1.2M
54,112
+7%
清仓
—
CAMTEK LTD
-$1.2M
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$1.2M
25,797
-37%
增持
PAVE
GLOBAL X FDS
+$1.2M
719,920
+6%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.1M
63,411
+43%
减持
USFR
WISDOMTREE TR
-$1.1M
198,386
-10%
减持
AMLP
ALPS ETF TR
-$1.1M
10,832
-69%
减持
MDLZ
MONDELEZ INTL INC
-$1.1M
42,817
-14%
减持
TJX
TJX COS INC NEW
-$1.1M
5,811
-62%
减持
GD
GENERAL DYNAMICS CORP
-$1.1M
6,698
-29%
建仓
BSVN
BANK7 CORP
+$1.1M
23,153
清仓
KBWP
INVESCO EXCH TRADED FD TR II
-$1.1M
0
-100%
减持
REZ
ISHARES TR
-$1.1M
40,868
-17%
清仓
IWR
ISHARES TR
-$1.1M
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
170,180
+14%
清仓
PSN
PARSONS CORP DEL
-$1.1M
0
-100%
减持
GRBK
GREEN BRICK PARTNERS INC
-$1.0M
9,325
-50%
减持
—
LINDE PLC
-$1.0M
16,492
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.0M
30,121
+6%
减持
AMAT
APPLIED MATLS INC
-$1.0M
25,142
-0%
