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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 8
增持 101
减持 34
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$29.3M
564,005
+2%
减持
VV
VANGUARD INDEX FDS
+$28.9M
1,041,825
-0%
增持
MSFT
MICROSOFT CORP
+$26.5M
208,215
+2%
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
+$20.4M
190,106
-0%
减持
IEF
ISHARES TR
-$17.5M
24,299
-88%
增持
UPRO
PROSHARES TR
+$16.3M
182,914
+2778%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$14.3M
126,401
-72%
增持
SGOV
ISHARES TR
+$14.2M
663,339
+27%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$12.7M
162,649
+171%
增持
NFLX
NETFLIX INC
+$11.5M
26,778
+2%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$10.9M
653,877
+7%
增持
SPDW
SPDR INDEX SHS FDS
+$10.8M
1,839,004
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$10.5M
49,325
+43%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$10.4M
358,675
+3%
建仓
WTV
WISDOMTREE TR
+$10.4M
120,146
增持
BIL
SPDR SERIES TRUST
+$9.8M
886,902
+14%
减持
UNH
UNITEDHEALTH GROUP INC
-$9.7M
19,912
-35%
增持
AMZN
AMAZON COM INC
+$9.6M
279,445
+3%
减持
GSST
GOLDMAN SACHS ETF TR
-$9.4M
40,548
-82%
增持
IDEV
ISHARES TR
+$9.2M
1,258,824
+0%
增持
PBUS
INVESCO EXCH TRADED FD TR II
+$9.0M
545,013
+23%
增持
IJH
ISHARES TR
+$8.9M
862,279
+13%
减持
META
META PLATFORMS INC
+$8.4M
52,476
-0%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$8.3M
929,019
+22%
增持
VB
VANGUARD INDEX FDS
+$8.0M
132,760
+25%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$7.3M
42,649
+102%
增持
VTV
VANGUARD INDEX FDS
+$6.8M
58,963
+185%
增持
VUG
VANGUARD INDEX FDS
+$6.6M
20,795
+204%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$6.6M
412,651
增持
PAVE
GLOBAL X FDS
+$6.4M
848,269
+5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$6.2M
116,539
+329%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$6.0M
69,761
-78%
增持
VOO
VANGUARD INDEX FDS
+$5.6M
30,117
+35%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$5.4M
4,436
-91%
增持
TQQQ
PROSHARES TR
+$5.4M
83,415
+216%
增持
TFLO
ISHARES TR
+$5.4M
1,333,263
+9%
增持
VO
VANGUARD INDEX FDS
+$5.3M
250,168
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$5.3M
264,089
+52%
增持
GOOGL
ALPHABET INC
+$5.3M
196,114
+4%
增持
CARR
CARRIER GLOBAL CORPORATION
+$5.3M
78,497
+1019%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$5.3M
263,278
+65%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$5.2M
339,826
+35%
增持
HYGH
ISHARES U S ETF TR
+$5.2M
73,359
+431%
清仓
HYHG
PROSHARES TR
-$5.1M
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$4.9M
132,115
-3%
增持
MS
MORGAN STANLEY
+$4.9M
58,655
+103%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$4.8M
141,567
+175%
增持
ORCL
ORACLE CORP
+$4.8M
58,815
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.7M
95,315
-3%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$4.6M
2,978
-93%
增持
AGG
ISHARES TR
+$4.6M
1,749,580
+2%
减持
NTAP
NETAPP INC
-$4.5M
2,396
-96%
减持
SSO
PROSHARES TR
-$4.4M
146,096
-35%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.4M
259,063
+27%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$4.4M
18,584
-58%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$4.3M
98,095
+64%
增持
IEFA
ISHARES TR
+$4.2M
139,759
+42%
建仓
JNK
SPDR SERIES TRUST
+$4.1M
42,227
增持
TSLA
TESLA INC
+$3.9M
64,319
+1%
增持
COWZ
PACER FDS TR
+$3.8M
965,357
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.6M
725,631
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$3.6M
661,833
+6%
增持
ITM
VANECK ETF TRUST
+$3.4M
79,696
+1608%
增持
USFR
WISDOMTREE TR
+$3.3M
252,879
+36%
增持
IWM
ISHARES TR
+$3.3M
44,164
+41%
增持
GSC
GOLDMAN SACHS ETF TR
+$3.2M
78,139
+385%
增持
ITB
ISHARES TR
+$3.2M
407,477
+11%
增持
GE
GE AEROSPACE
+$3.1M
22,253
+71%
增持
IGSB
ISHARES TR
+$3.0M
95,507
+147%
增持
DBMF
LITMAN GREGORY FDS TR
+$2.9M
362,965
+43%
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$2.9M
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.9M
60,215
+209%
增持
SHY
ISHARES TR
+$2.8M
74,817
+84%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$2.8M
79,007
+324%
增持
GOOG
ALPHABET INC
+$2.8M
118,661
+3%
清仓
QLD
PROSHARES TR
-$2.8M
0
-100%
减持
QQQ
INVESCO QQQ TR
+$2.6M
41,966
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.6M
1,181,376
+5%
增持
IVV
ISHARES TR
+$2.5M
25,611
+8%
减持
FBND
FIDELITY MERRIMACK STR TR
-$2.5M
245,803
-18%
增持
IEMG
ISHARES INC
+$2.5M
103,347
+49%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.4M
13,218
+4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.3M
59,061
+3%
增持
APH
AMPHENOL CORP NEW
+$2.3M
44,587
+40%
减持
GBIL
GOLDMAN SACHS ETF TR
-$2.3M
19,707
-54%
增持
IJR
ISHARES TR
+$2.1M
353,432
+1%
增持
QVML
INVESCO EXCH TRADED FD TR II
+$2.0M
125,563
+64%
增持
HOOD
ROBINHOOD MKTS INC
+$2.0M
28,910
+68%
增持
NEAR
ISHARES U S ETF TR
+$2.0M
178,965
+27%
减持
—
EXXON MOBIL CORP
-$1.9M
158,954
-1%
减持
BUFB
INNOVATOR ETFS TRUST
-$1.9M
479,790
-17%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.9M
614,337
-2%
增持
WFC
WELLS FARGO CO NEW
+$1.9M
68,849
+36%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$1.9M
702,397
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.9M
28,982
+32%
增持
DIS
DISNEY WALT CO
+$1.8M
67,798
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.8M
23,038
+14%
增持
GEV
GE VERNOVA INC
+$1.8M
6,591
+17%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.8M
24,817
+5%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.8M
138,953
-4%
增持
FDHY
FIDELITY COVINGTON TRUST
+$1.7M
71,255
+97%
增持
INTU
INTUIT
+$1.7M
8,025
+8%
增持
SPAB
SPDR SERIES TRUST
+$1.7M
115,359
+141%
增持
AMAT
APPLIED MATLS INC
+$1.7M
30,490
+15%
增持
ARKK
ARK ETF TR
+$1.7M
60,721
+13%
增持
TLT
ISHARES TR
+$1.7M
104,184
+27%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.7M
233,778
-11%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$1.7M
85,943
+319%
增持
VRT
VERTIV HOLDINGS CO
+$1.6M
18,666
+80%
减持
BNY
BANK NEW YORK MELLON CORP
-$1.6M
18,927
-53%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.6M
11,017
+24%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.6M
87,565
+11%
增持
EMR
EMERSON ELEC CO
+$1.6M
49,222
+8%
增持
IUSV
ISHARES TR
+$1.6M
19,372
+552%
减持
XLV
SELECT SECTOR SPDR TR
-$1.6M
4,215
-71%
减持
IWY
ISHARES TR
-$1.5M
21,338
-33%
增持
URNM
SPROTT FDS TR
+$1.5M
57,773
+46%
增持
COF
CAPITAL ONE FINL CORP
+$1.5M
15,074
+57%
建仓
CSV
CARRIAGE SVCS INC
+$1.5M
32,261
增持
CEG
CONSTELLATION ENERGY CORP
+$1.5M
8,058
+44%
增持
IUSG
ISHARES TR
+$1.5M
11,532
+447%
增持
MEAR
ISHARES U S ETF TR
+$1.5M
34,236
+569%
增持
EVR
EVERCORE INC
+$1.4M
19,102
+3%
减持
PEP
PEPSICO INC
-$1.4M
69,040
-2%
减持
JNJ
JOHNSON & JOHNSON
-$1.4M
88,141
-2%
增持
CSCO
CISCO SYS INC
+$1.4M
129,323
+6%
减持
IHI
ISHARES TR
-$1.4M
50,504
-33%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$1.4M
45,289
+114%
增持
MUB
ISHARES TR
+$1.4M
212,628
+8%
清仓
EWW
ISHARES INC
-$1.4M
0
-100%
清仓
CVCO
CAVCO INDS INC DEL
-$1.4M
0
-100%
增持
BAC
BANK AMERICA CORP
+$1.4M
210,411
+2%
减持
HYMB
SPDR SERIES TRUST
-$1.4M
434,823
-10%
增持
HYG
ISHARES TR
+$1.3M
26,343
+167%
增持
COIN
COINBASE GLOBAL INC
+$1.3M
5,990
+35%
建仓
VRSN
VERISIGN INC
+$1.3M
4,615
清仓
RSST
TIDAL TR II
-$1.3M
0
-100%
增持
CVX
CHEVRON CORP NEW
-$1.3M
63,839
+2%
建仓
CNP
CENTERPOINT ENERGY INC
+$1.3M
35,596
建仓
PLMR
PALOMAR HLDGS INC
+$1.3M
8,430
清仓
ONEY
SPDR SER TR
-$1.3M
0
-100%
减持
GDX
VANECK ETF TRUST
-$1.3M
81,922
-32%
减持
IWF
ISHARES TR
+$1.3M
20,119
-0%
减持
GM
GENERAL MTRS CO
-$1.3M
7,256
-79%
增持
SMMU
PIMCO ETF TR
+$1.3M
96,870
+35%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
14,671
+5%
增持
ABBV
ABBVIE INC
-$1.3M
71,109
+3%
增持
HON
HONEYWELL INTL INC
+$1.2M
28,709
+12%
建仓
CVSA
ADTALEM GLOBAL ED INC
+$1.2M
9,689
减持
SCHD
SCHWAB STRATEGIC TR
-$1.2M
640,539
-2%
