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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 22
增持 51
减持 62
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
NOW
SERVICENOW INC
-$265.9M
750
-100%
减持
VV
VANGUARD INDEX FDS
-$22.9M
1,044,139
-3%
增持
IEF
ISHARES TR
+$17.9M
207,855
+915%
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
—
APPLE INC
-$16.2M
510,352
-2%
减持
SGOV
ISHARES TR
-$13.7M
522,407
-21%
减持
QQQ
INVESCO QQQ TR
-$11.5M
43,104
-31%
减持
BIL
SPDR SER TR
-$10.9M
779,930
-14%
增持
SPDW
SPDR INDEX SHS FDS
+$10.6M
1,748,444
+13%
增持
AVGO
BROADCOM INC
-$10.2M
190,943
+5%
清仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$9.5M
0
-100%
减持
QLD
PROSHARES TR
-$8.0M
31,612
-68%
增持
MSFT
MICROSOFT CORP
-$7.9M
203,863
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$7.9M
301,404
+129%
增持
NVDA
NVIDIA CORPORATION
-$7.8M
551,657
+10%
增持
TSLA
TESLA INC
-$7.5M
63,844
+7%
减持
GOOGL
ALPHABET INC
-$7.1M
187,669
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$7.0M
1,130,496
+13%
增持
AMZN
AMAZON COM INC
-$6.5M
271,927
+2%
减持
VTIP
VANGUARD MALVERN FDS
-$6.5M
46,185
-74%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$6.2M
451,699
-25%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$5.9M
59,729
减持
CSX
CSX CORP
-$5.8M
98,700
-64%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$5.8M
151,083
减持
IAU
ISHARES GOLD TR
+$5.4M
967,089
-7%
减持
FDX
FEDEX CORP
-$5.4M
4,782
-79%
减持
GOOG
ALPHABET INC
-$5.2M
115,240
-5%
建仓
HYHG
PROSHARES TR
+$5.1M
79,045
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.9M
262,006
+50%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$4.8M
145,265
减持
XLK
SELECT SECTOR SPDR TR
-$4.7M
37,529
-30%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$4.6M
42,973
+1274%
增持
CMI
CUMMINS INC
+$4.5M
20,932
+261%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.5M
44,654
+140%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$4.5M
89,095
减持
IWM
ISHARES TR
-$4.4M
31,237
-35%
减持
AGG
ISHARES TR
-$4.2M
1,708,110
-4%
清仓
—
PROSHARES TR
-$4.1M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$4.0M
22,321
+61%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$4.0M
57,393
-20%
减持
IJR
ISHARES TR
-$3.9M
348,851
-0%
清仓
FNV
FRANCO NEV CORP
-$3.6M
0
-100%
减持
IWY
ISHARES TR
-$3.5M
32,068
-27%
增持
ABT
ABBOTT LABS
+$3.5M
130,099
+7%
增持
EVR
EVERCORE INC
+$3.5M
18,577
+2240%
增持
SCHB
SCHWAB STRATEGIC TR
+$3.5M
200,258
+449%
减持
ZECP
ZACKS TRUST
-$3.4M
175,195
-38%
减持
IDEV
ISHARES TR
+$3.2M
1,256,222
-3%
清仓
PEY
INVESCO EXCHANGE TRADED FD T
-$3.2M
0
-100%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.2M
101,654
+203%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$3.1M
143,997
-42%
清仓
—
PROSHARES TR
-$3.1M
0
-100%
减持
SPYG
SPDR SER TR
-$3.1M
13,725
-71%
增持
BUFB
INNOVATOR ETFS TRUST
+$3.0M
577,286
+23%
清仓
IDV
ISHARES TR
-$3.0M
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$3.0M
626,650
+11%
减持
ANET
ARISTA NETWORKS INC
-$3.0M
37,635
-30%
建仓
SCHF
SCHWAB STRATEGIC TR
+$2.9M
145,492
增持
META
META PLATFORMS INC
+$2.9M
52,663
+12%
减持
PNC
PNC FINL SVCS GROUP INC
-$2.8M
6,382
-69%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$2.8M
84,129
清仓
JNK
SPDR SER TR
-$2.8M
0
-100%
建仓
VCRB
VANGUARD MALVERN FDS
+$2.8M
35,578
增持
ORCL
ORACLE CORP
+$2.7M
57,965
+79%
减持
IVV
ISHARES TR
-$2.6M
23,763
-12%
建仓
QVML
INVESCO EXCH TRADED FD TR II
+$2.6M
76,545
增持
IJH
ISHARES TR
-$2.5M
763,901
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.5M
57,126
+694%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$2.5M
95,823
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$2.5M
0
-100%
减持
REZ
ISHARES TR
-$2.4M
10,516
-74%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.4M
3
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$2.4M
762,973
+7%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$2.4M
88,874
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.3M
61,331
+407%
增持
ABBV
ABBVIE INC
+$2.3M
68,987
+1%
减持
XLC
SELECT SECTOR SPDR TR
-$2.3M
2,126
-92%
减持
VO
VANGUARD INDEX FDS
-$2.3M
250,004
-1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.3M
144,293
+71%
减持
IWF
ISHARES TR
-$2.2M
20,125
-15%
清仓
EMQQ
EXCHANGE TRADED CONCEPTS TRU
-$2.2M
0
-100%
减持
JSML
JANUS DETROIT STR TR
-$2.2M
5,089
-87%
减持
IVE
ISHARES TR
-$2.2M
2,861
-80%
减持
VTEB
VANGUARD MUN BD FDS
-$2.2M
75,759
-36%
减持
HD
HOME DEPOT INC
-$2.1M
44,272
-6%
减持
GSC
GOLDMAN SACHS ETF TR
-$2.1M
16,113
-71%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$2.1M
1,135
减持
AOM
ISHARES TR
-$2.1M
7,467
-87%
增持
SPY
SPDR S&P 500 ETF TR
-$2.0M
34,612
+20%
减持
BX
BLACKSTONE INC
-$2.0M
57,083
-2%
减持
FCOM
FIDELITY COVINGTON TRUST
-$2.0M
15,127
-69%
增持
ITB
ISHARES TR
-$2.0M
365,657
+3%
清仓
GUNR
FLEXSHARES TR
-$2.0M
0
-100%
增持
ABNB
AIRBNB INC
+$2.0M
21,451
+401%
增持
V
VISA INC
+$2.0M
55,247
+0%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.0M
611,833
+6%
减持
JPM
JPMORGAN CHASE & CO.
-$2.0M
136,228
-8%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.9M
40,045
+117%
减持
—
ACCENTURE PLC IRELAND
-$1.9M
17,257
-17%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.9M
40,821
+401%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$1.9M
0
-100%
减持
—
BARRICK GOLD CORP
-$1.9M
11,700
-91%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$1.8M
0
-100%
减持
USMV
ISHARES TR
-$1.8M
53,226
-30%
增持
GDX
VANECK ETF TRUST
+$1.8M
120,630
+8%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.7M
4,468
-80%
增持
IEI
ISHARES TR
+$1.7M
54,571
+33%
增持
SFM
SPROUTS FMRS MKT INC
+$1.7M
18,827
+105%
减持
EMR
EMERSON ELEC CO
-$1.7M
45,627
-16%
建仓
MLPX
GLOBAL X FDS
+$1.7M
26,665
增持
NFLX
NETFLIX INC
+$1.7M
26,197
+3%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.7M
42,523
建仓
DGRO
ISHARES TR
+$1.6M
26,412
建仓
GFL
GFL ENVIRONMENTAL INC
+$1.6M
33,277
减持
RSST
TIDAL TR II
-$1.6M
59,579
-51%
减持
WFC
WELLS FARGO CO NEW
-$1.6M
50,725
-32%
增持
VTV
VANGUARD INDEX FDS
+$1.6M
20,709
+76%
增持
COR
CENCORA INC
+$1.6M
11,168
+64%
减持
SPSM
SPDR SER TR
-$1.6M
28,959
-53%
减持
LLY
ELI LILLY & CO
-$1.6M
20,497
-14%
清仓
DECK
DECKERS OUTDOOR CORP
-$1.6M
0
-100%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$1.5M
25,395
增持
COWZ
PACER FDS TR
-$1.5M
902,012
+0%
增持
KO
COCA COLA CO
+$1.5M
142,382
+2%
减持
RMD
RESMED INC
-$1.5M
3,578
-64%
减持
SDY
SPDR SER TR
-$1.5M
7,812
-59%
增持
PAVE
GLOBAL X FDS
+$1.5M
809,795
+12%
减持
OXY
OCCIDENTAL PETE CORP
-$1.5M
16,384
-64%
减持
—
EXXON MOBIL CORP
+$1.4M
160,023
-2%
建仓
HCI
HCI GROUP INC
+$1.4M
9,593
建仓
CAH
CARDINAL HEALTH INC
+$1.4M
10,349
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.4M
251,031
+30%
减持
SMIZ
ZACKS TRUST
-$1.4M
64,075
-36%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.4M
20,173
+103%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.4M
21,887
-27%
减持
ITM
VANECK ETF TRUST
-$1.4M
4,665
-87%
建仓
EWW
ISHARES INC
+$1.4M
26,974
建仓
CVCO
CAVCO INDS INC DEL
+$1.4M
2,644
增持
NTAP
NETAPP INC
-$1.4M
54,376
+3%
减持
INTC
INTEL CORP
-$1.3M
76,047
-50%
减持
EFA
ISHARES TR
-$1.3M
4,624
-80%
增持
VB
VANGUARD INDEX FDS
+$1.3M
105,934
+15%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.3M
59,976
+34%
减持
MRK
MERCK & CO INC
-$1.3M
68,214
-9%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.3M
46,842
-33%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$1.2M
0
-100%
清仓
IDCC
INTERDIGITAL INC
-$1.2M
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$1.2M
34,276
-2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.2M
159,576
+17%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
204,485
+6%
减持
QLV
FLEXSHARES TR
-$1.2M
9,408
-66%
