小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 34
增持 100
减持 10
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
—
APPLE INC
+$158.5M
604,189
清仓
AAPL
APPLE INC
-$135.2M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$45.2M
114,824
+162%
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。
建仓
IYW
ISHARES TR
+$41.2M
206,326
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$38.3M
1,925,152
+65%
增持
IVV
ISHARES TR
+$28.1M
65,731
+160%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$27.3M
334,486
+235%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$23.7M
140,493
+722%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$20.0M
1,352,189
+42%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$19.6M
138,874
+121%
清仓
ORCL
ORACLE CORP
-$19.5M
0
-100%
增持
PBUS
INVESCO EXCH TRADED FD TR II
+$19.0M
897,822
+42%
增持
EFA
ISHARES TR
+$18.2M
203,921
+1277%
减持
TFLO
ISHARES TR
-$17.5M
998,661
-26%
减持
BUFB
INNOVATOR ETFS TRUST
-$15.5M
17,742
-96%
增持
GOOGL
ALPHABET INC
+$15.1M
204,733
+3%
减持
BIL
SPDR SERIES TRUST
-$15.0M
750,239
-18%
增持
XLK
SELECT SECTOR SPDR TR
+$14.6M
163,667
+417%
建仓
EMXC
ISHARES INC
+$14.4M
198,760
增持
AMZN
AMAZON COM INC
+$14.4M
346,718
+17%
建仓
—
ORACLE CORP
+$14.0M
73,243
建仓
CLOI
VANECK ETF TRUST
+$13.5M
255,648
增持
VTI
VANGUARD INDEX FDS
+$13.4M
87,962
+80%
增持
GOOG
ALPHABET INC
+$12.7M
119,458
+20%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.1M
478,101
+61%
增持
MGK
VANGUARD WORLD FD
+$12.0M
34,710
+509%
增持
VGT
VANGUARD WORLD FD
+$12.0M
20,031
+384%
建仓
IWR
ISHARES TR
+$12.0M
124,264
建仓
—
TWO RDS SHARED TR
+$11.8M
1,254,687
建仓
CMF
ISHARES TR
+$11.3M
195,887
增持
VV
VANGUARD INDEX FDS
+$10.5M
1,058,705
+1%
增持
IJR
ISHARES TR
+$10.2M
470,802
+21%
增持
VHT
VANGUARD WORLD FD
+$10.1M
39,547
+729%
增持
IEFA
ISHARES TR
+$10.1M
235,195
+87%
增持
VYM
VANGUARD WHITEHALL FDS
+$9.9M
76,550
+886%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$9.5M
266,183
+1421%
建仓
APLU
ALLSPRING EXCHANGE TRADED FU
+$9.5M
379,394
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$9.1M
205,922
+743%
增持
EEM
ISHARES TR
+$8.9M
166,397
+3995%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$8.9M
352,225
增持
QQQ
INVESCO QQQ TR
+$8.8M
52,774
+24%
增持
IJH
ISHARES TR
+$8.8M
1,049,797
+13%
增持
DFAI
DIMENSIONAL ETF TRUST
+$8.5M
240,475
+1179%
增持
DFIV
DIMENSIONAL ETF TRUST
+$8.3M
206,028
+373%
建仓
CLOB
VANECK ETF TRUST
+$8.0M
157,803
建仓
QQEW
FIRST TR EXCHANGE-TRADED FD
+$7.8M
55,214
清仓
—
PROSHARES TR
-$7.8M
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$7.6M
134,359
+426%
增持
LLY
ELI LILLY & CO
+$7.5M
22,348
+7%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$7.5M
61,102
+726%
增持
SSO
PROSHARES TR
-$7.4M
153,762
+6%
增持
NVDA
NVIDIA CORPORATION
+$7.3M
600,270
+7%
增持
MSFT
MICROSOFT CORP
+$7.3M
242,458
+15%
增持
DFUS
DIMENSIONAL ETF TRUST
+$7.0M
194,503
+90%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$6.8M
0
-100%
增持
AVIG
AMERICAN CENTY ETF TR
+$6.8M
389,351
+72%
增持
BOND
PIMCO ETF TR
+$6.8M
76,766
+1981%
增持
NFLX
NETFLIX INC
-$6.6M
257,188
+903%
增持
ESGU
ISHARES TR
+$6.6M
58,080
+311%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.3M
157,872
+101%
增持
XLC
SELECT SECTOR SPDR TR
+$6.3M
62,227
+611%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$6.3M
224,498
+143%
建仓
BALT
INNOVATOR ETFS TRUST
+$5.8M
173,873
清仓
TNA
DIREXION SHS ETF TR
-$5.8M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$5.8M
59,475
+18%
增持
HYG
ISHARES TR
+$5.6M
80,126
+625%
建仓
FVD
FIRST TR EXCHANGE-TRADED FD
+$5.5M
119,695
增持
SPYG
SPDR SERIES TRUST
+$5.5M
104,840
+91%
建仓
HEDG
SERIES PORTFOLIOS TR
+$5.3M
181,494
建仓
ESGV
VANGUARD WORLD FD
+$5.3M
43,413
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.2M
276,967
+85%
增持
AGG
ISHARES TR
+$5.0M
1,916,664
+3%
增持
IDEV
ISHARES TR
+$5.0M
1,304,921
+2%
建仓
PXH
INVESCO EXCH TRADED FD TR II
+$5.0M
193,369
增持
TSLA
TESLA INC
+$4.9M
76,609
+18%
增持
SPDW
SPDR INDEX SHS FDS
+$4.8M
2,054,436
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$4.8M
112,515
+352%
建仓
DSTL
ETF SER SOLUTIONS
+$4.8M
81,591
增持
JPM
JPMORGAN CHASE & CO.
+$4.8M
145,324
+9%
减持
GQGU
ADVISORS INNER CIRCLE FD III
-$4.7M
9,687
-95%
减持
CARR
CARRIER GLOBAL CORPORATION
-$4.7M
7,179
-91%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.5M
43,734
+44%
增持
GLD
SPDR GOLD TR
+$4.4M
47,162
+18%
增持
IWF
ISHARES TR
+$4.4M
28,128
+48%
增持
VB
VANGUARD INDEX FDS
+$4.4M
159,426
+10%
增持
SPTL
SPDR SERIES TRUST
+$4.3M
263,357
+170%
清仓
—
PROSHARES TR
-$4.3M
0
-100%
增持
MOAT
VANECK ETF TRUST
+$4.3M
55,898
+277%
建仓
IXUS
ISHARES TR
+$4.3M
50,472
增持
QVML
INVESCO EXCH TRADED FD TR II
+$4.3M
208,182
+99%
增持
MS
MORGAN STANLEY
+$4.1M
78,762
+27%
增持
DDWM
WISDOMTREE TR
+$3.9M
1,157,125
+4%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$3.9M
42,215
+46%
增持
WMT
WALMART INC
+$3.9M
276,985
+6%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.9M
170,086
+96%
增持
XLY
SELECT SECTOR SPDR TR
+$3.8M
38,187
+1137%
增持
AVLV
AMERICAN CENTY ETF TR
+$3.8M
95,138
+102%
增持
LRCX
LAM RESEARCH CORP
+$3.8M
32,807
+140%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.8M
704,003
+10%
增持
ADI
ANALOG DEVICES INC
+$3.7M
14,493
+1410%
增持
IEMG
ISHARES INC
+$3.7M
184,759
+39%
建仓
LITE
LUMENTUM HLDGS INC
+$3.7M
9,955
增持
USHY
ISHARES TR
+$3.6M
1,020,061
+12%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$3.6M
464,568
+68%
增持
VXUS
VANGUARD STAR FDS
+$3.6M
76,545
+161%
增持
XLV
SELECT SECTOR SPDR TR
+$3.6M
31,684
+242%
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$3.6M
32,084
增持
CSCO
CISCO SYS INC
+$3.5M
165,772
+23%
建仓
QAI
NEW YORK LIFE INVESTMENTS ET
+$3.5M
105,336
增持
COWZ
PACER FDS TR
+$3.5M
968,064
+2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.5M
439,959
+20%
减持
DBMF
LITMAN GREGORY FDS TR
-$3.3M
290,158
-31%
增持
V
VISA INC
+$3.3M
61,642
+15%
增持
ALL
ALLSTATE CORP
+$3.3M
20,166
+381%
增持
KO
COCA COLA CO
+$3.2M
173,484
+29%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.2M
119,670
+28%
增持
VTC
VANGUARD SCOTTSDALE FDS
+$3.1M
772,526
+6%
减持
SGOV
ISHARES TR
-$3.0M
651,213
-4%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.0M
7
+133%
建仓
TJX
TJX COS INC NEW
+$3.0M
19,467
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$2.9M
45,017
增持
IWY
ISHARES TR
+$2.9M
31,492
+47%
减持
GDX
VANECK ETF TRUST
-$2.8M
42,472
-50%
建仓
HGER
HARBOR ETF TRUST
+$2.8M
113,751
增持
SMMU
PIMCO ETF TR
+$2.7M
172,025
+46%
建仓
HFND
TIDAL TRUST I
+$2.7M
120,317
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.7M
185,609
+49%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.7M
64,121
+94%
减持
APP
APPLOVIN CORP
-$2.6M
8,364
-27%
建仓
—
GUESS INC
+$2.6M
156,238
建仓
COPX
GLOBAL X FDS
+$2.6M
36,294
增持
AVEM
AMERICAN CENTY ETF TR
+$2.6M
73,039
+81%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.6M
102,585
+251%
增持
COR
CENCORA INC
+$2.6M
16,721
+69%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.6M
15,807
增持
XLE
SELECT SECTOR SPDR TR
+$2.5M
105,753
+331%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$2.5M
60,333
增持
SLV
ISHARES SILVER TR
+$2.5M
86,633
+20%
增持
MU
MICRON TECHNOLOGY INC
+$2.5M
16,213
+28%
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$2.5M
35,242
增持
—
EATON CORP PLC
+$2.5M
19,988
+93%
建仓
AVMU
AMERICAN CENTY ETF TR
+$2.5M
53,554
增持
CAT
CATERPILLAR INC
+$2.4M
22,420
+3%
增持
AVSF
AMERICAN CENTY ETF TR
+$2.4M
111,626
+86%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.4M
118,351
+16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.4M
26,895
-1%
建仓
DY
DYCOM INDS INC
+$2.3M
6,901
增持
XLI
SELECT SECTOR SPDR TR
+$2.3M
23,236
+181%
建仓
AVGE
AMERICAN CENTY ETF TR
+$2.3M
26,819
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$2.3M
200,500
+27%
