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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 92
减持 30
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
AAPL
APPLE INC
+$135.2M
551,749
清仓
—
APPLE INC
-$109.2M
0
-100%
建仓
DDWM
WISDOMTREE TR
+$46.4M
1,111,227
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
ITB
ISHARES TR
-$33.3M
43,516
-89%
增持
VV
VANGUARD INDEX FDS
+$25.6M
1,048,626
+1%
减持
NVDA
NVIDIA CORPORATION
+$15.1M
560,664
-1%
增持
GOOGL
ALPHABET INC
+$13.2M
198,757
+1%
增持
AGG
ISHARES TR
+$12.8M
1,859,432
+6%
增持
SPDW
SPDR INDEX SHS FDS
+$11.9M
2,018,916
+10%
增持
PAVE
GLOBAL X FDS
+$10.2M
989,652
+17%
增持
VOO
VANGUARD INDEX FDS
+$9.7M
43,814
+45%
减持
AVGO
BROADCOM INC
+$8.9M
185,809
-2%
增持
PBUS
INVESCO EXCH TRADED FD TR II
+$8.6M
633,908
+16%
增持
TSLA
TESLA INC
+$8.2M
64,883
+1%
建仓
—
PROSHARES TR
+$7.8M
578,358
增持
IJR
ISHARES TR
+$7.8M
390,472
+10%
增持
IJH
ISHARES TR
+$7.0M
927,418
+8%
增持
IDEV
ISHARES TR
+$6.9M
1,280,246
+2%
减持
TQQQ
PROSHARES TR
-$6.7M
2,037
-98%
增持
ORCL
ORACLE CORP
+$6.6M
69,222
+18%
增持
UPRO
PROSHARES TR
+$6.4M
207,520
+13%
增持
MSFT
MICROSOFT CORP
+$6.0M
211,625
+2%
建仓
TNA
DIREXION SHS ETF TR
+$5.8M
128,722
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.6M
101,900
+7%
增持
SPYM
SPDR SERIES TRUST
+$5.5M
100,086
+209%
增持
VB
VANGUARD INDEX FDS
+$5.2M
144,311
+9%
减持
NFLX
NETFLIX INC
-$5.1M
25,651
-4%
建仓
GQGU
ADVISORS INNER CIRCLE FD III
+$5.0M
196,901
增持
APP
APPLOVIN CORP
+$4.9M
11,514
+21%
增持
SPEM
SPDR INDEX SHS FDS
+$4.6M
701,649
+6%
增持
VO
VANGUARD INDEX FDS
+$4.5M
253,769
+1%
建仓
—
PROSHARES TR
+$4.3M
299,078
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$4.2M
159,788
-32%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$4.2M
51,472
-56%
增持
META
META PLATFORMS INC
+$4.1M
58,342
+11%
增持
ABBV
ABBVIE INC
+$4.1M
74,706
+5%
增持
GSLC
GOLDMAN SACHS ETF TR
+$3.9M
266,949
+5%
减持
IAU
ISHARES GOLD TR
+$3.8M
850,881
-9%
增持
AMZN
AMAZON COM INC
+$3.8M
296,588
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$3.7M
133,252
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.7M
730,643
+1%
增持
HYMB
SPDR SERIES TRUST
+$3.7M
579,128
+33%
增持
SPYG
SPDR SERIES TRUST
+$3.5M
54,747
+138%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.4M
102,378
+70%
减持
GSC
GOLDMAN SACHS ETF TR
-$3.4M
10,820
-86%
增持
GRPM
INVESCO EXCHANGE TRADED FD T
+$3.3M
33,932
+354%
建仓
STIP
ISHARES TR
+$3.2M
30,549
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.1M
27,191
+10%
增持
FLXR
TCW ETF TRUST
+$3.1M
99,039
+341%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.0M
297,212
+15%
增持
IEI
ISHARES TR
+$3.0M
80,200
+45%
增持
SPY
SPDR S&P 500 ETF TR
+$3.0M
50,470
+2%
增持
HD
HOME DEPOT INC
+$2.9M
47,018
+7%
减持
FISR
SSGA ACTIVE TR
-$2.8M
115,706
-49%
增持
EAGG
ISHARES TR
+$2.8M
100,354
+139%
减持
GOOG
ALPHABET INC
+$2.7M
99,933
-16%
减持
VUG
VANGUARD INDEX FDS
-$2.7M
13,358
-36%
减持
USMV
ISHARES TR
-$2.7M
19,718
-60%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.7M
641,292
+4%
减持
JNJ
JOHNSON & JOHNSON
+$2.7M
86,996
-1%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$2.7M
726,238
+3%
增持
CAT
CATERPILLAR INC
+$2.7M
21,816
+9%
清仓
VTIP
VANGUARD MALVERN FDS
-$2.6M
0
-100%
增持
IEMG
ISHARES INC
+$2.5M
132,486
+28%
增持
APH
AMPHENOL CORP NEW
+$2.5M
55,879
+25%
减持
SPAB
SPDR SERIES TRUST
-$2.5M
18,227
-84%
减持
ISRG
INTUITIVE SURGICAL INC
-$2.4M
7,911
-28%
增持
—
EATON CORP PLC
+$2.4M
10,378
+158%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.4M
682,151
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
36,521
+11%
建仓
TRFK
PACER FDS TR
+$2.3M
34,743
增持
ALAB
ASTERA LABS INC
+$2.3M
13,590
+220%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.3M
365,785
+8%
增持
GDX
VANECK ETF TRUST
+$2.2M
84,872
+4%
增持
BIL
SPDR SERIES TRUST
+$2.2M
910,579
+3%
增持
QQQ
INVESCO QQQ TR
+$2.2M
42,655
+2%
减持
JNK
SPDR SERIES TRUST
-$2.2M
19,758
-53%
建仓
VXUS
VANGUARD STAR FDS
+$2.2M
29,310
增持
DBMF
LITMAN GREGORY FDS TR
+$2.1M
420,468
+16%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.1M
62,750
+6%
建仓
CNEQ
THE ALGER ETF TRUST
+$2.1M
59,255
建仓
HEI
HEICO CORP NEW
+$2.0M
6,296
建仓
QUIZ
ZACKS TRUST
+$2.0M
80,181
减持
GLD
SPDR GOLD TR
+$2.0M
40,086
-0%
减持
SSO
PROSHARES TR
+$2.0M
145,116
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$2.0M
8,484
+73%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.9M
14,136
+7%
增持
SPYX
SPDR SERIES TRUST
+$1.9M
46,567
+245%
清仓
NTNX
NUTANIX INC
-$1.8M
0
-100%
增持
USHY
ISHARES TR
+$1.8M
913,369
+5%
建仓
RBRK
RUBRIK INC.
+$1.8M
21,650
增持
AMGN
AMGEN INC
+$1.8M
16,638
+59%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.7M
24,849
+8%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.7M
292,883
+11%
增持
SPTL
SPDR SERIES TRUST
+$1.7M
97,608
+178%
建仓
WDC
WESTERN DIGITAL CORP
+$1.7M
14,123
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$1.7M
38,325
+52%
增持
EVR
EVERCORE INC
+$1.7M
20,195
+6%
增持
CMI
CUMMINS INC
+$1.6M
17,224
+0%
增持
BAC
BANK AMERICA CORP
+$1.6M
224,711
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
176,454
+25%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.6M
9,091
增持
SGOV
ISHARES TR
+$1.6M
679,337
+2%
增持
TLN
TALEN ENERGY CORP
+$1.6M
6,705
+56%
增持
MS
MORGAN STANLEY
+$1.6M
62,047
+6%
增持
ARKK
ARK ETF TR
+$1.6M
67,826
+12%
增持
DGRO
ISHARES TR
+$1.6M
28,999
+362%
减持
COWZ
PACER FDS TR
+$1.5M
952,207
-1%
增持
IGSB
ISHARES TR
+$1.5M
123,861
+30%
建仓
MUNI
PIMCO ETF TR
+$1.5M
28,345
增持
WMT
WALMART INC
+$1.5M
261,907
+0%
增持
HTAB
HARTFORD FDS EXCHANGE TRADED
+$1.5M
230,156
+46%
减持
NVO
NOVO-NORDISK A S
-$1.5M
10,976
-63%
增持
RBLX
ROBLOX CORP
+$1.4M
18,179
+78%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$1.4M
36,744
增持
RTX
RTX CORPORATION
+$1.4M
55,016
+3%
减持
INTU
INTUIT
-$1.4M
7,171
-11%
增持
—
NEBIUS GROUP N.V.
+$1.4M
22,890
+10%
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.4M
90,509
-31%
增持
TLT
ISHARES TR
+$1.4M
117,994
+13%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.4M
93,638
+7%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.3M
954,108
+3%
增持
PFE
PFIZER INC
+$1.3M
203,514
+27%
增持
PANW
PALO ALTO NETWORKS INC
+$1.3M
13,794
+87%
清仓
PLMR
PALOMAR HLDGS INC
-$1.3M
0
-100%
增持
SLV
ISHARES SILVER TR
+$1.3M
72,490
+34%
减持
SFM
SPROUTS FMRS MKT INC
-$1.3M
18,226
-8%
减持
HOOD
ROBINHOOD MKTS INC
+$1.3M
27,738
-4%
增持
USFR
WISDOMTREE TR
+$1.3M
278,020
+10%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$1.2M
719,991
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
666,972
+4%
减持
HYG
ISHARES TR
-$1.2M
11,051
-58%
清仓
ESGE
ISHARES INC
-$1.2M
0
-100%
增持
SPSM
SPDR SERIES TRUST
+$1.2M
74,765
+40%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.2M
128,770
+28%
减持
IWM
ISHARES TR
-$1.2M
34,623
-22%
建仓
ALAI
THE ALGER ETF TRUST
+$1.1M
30,259
减持
GFL
GFL ENVIRONMENTAL INC
-$1.1M
19,239
-52%
清仓
SPLB
SPDR SERIES TRUST
-$1.1M
0
-100%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.1M
284,297
+8%
增持
AIQ
GLOBAL X FDS
+$1.1M
46,855
+69%
增持
SMMU
PIMCO ETF TR
+$1.1M
117,588
+21%
减持
IEF
ISHARES TR
-$1.1M
13,005
-46%
清仓
NUBD
NUSHARES ETF TR
-$1.1M
0
-100%
清仓
NUHY
NUSHARES ETF TR
-$1.1M
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.1M
4,479
+200%
减持
KO
COCA COLA CO
-$1.1M
134,324
-5%
增持
INTC
INTEL CORP
+$1.1M
82,720
+8%
建仓
MP
MP MATERIALS CORP
+$1.0M
15,404
清仓
WELL
WELLTOWER INC
-$1.0M
0
-100%
