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Axim Planning & Wealth 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Axim Planning & Wealth
报告期 2026-03-31 · CIK 0001950607
持仓数
84
前50大市值合计
$74.5M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
EH
EHANG HLDGS LTD
ADS
$39.9M
4,112,060
53.6%
HPF
HANCOCK JOHN PFD INCOME FD I
COM
$4.2M
272,251
5.7%
BIL
SPDR SERIES TRUST
STATE STREET SPD
$2.3M
25,321
3.1%
ARCM
ARROW INVTS TR
RESV CAP ETF
$1.6M
16,020
2.2%
BTAL
AGF INVTS TR
US MARKET NETRL
$1.1M
75,708
1.4%
MSFT
MICROSOFT CORP
COM
$924.3K
2,497
1.2%
GROZ
ZACKS TRUST
FOCUS GROWTH ETF
$904.8K
32,823
1.2%
XLK
SELECT SECTOR SPDR TR
STATE STREET TEC
$903.9K
6,801
1.2%
CLF
CLEVELAND-CLIFFS INC NEW
COM
$839.7K
99,376
1.1%
USB
US BANCORP
COM NEW
$817.7K
15,722
1.1%
SMIZ
ZACKS TRUST
SMALL/MID CAP
$810.7K
21,870
1.1%
PG
PROCTER & GAMBLE CO
COM
$808.1K
5,595
1.1%
ZECP
ZACKS TRUST
EARNGS CONSTANT
$766.5K
22,656
1.0%
NIO
NIO INC
SPON ADS
$761.6K
126,294
1.0%
BSJR
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2027
$728.6K
32,576
1.0%
BSJT
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029 HG
$710.9K
33,795
1.0%
BSJS
INVESCO EXCH TRD SLF IDX FD
INVSCO 28 HYCORP
$710.0K
32,742
1.0%
BSJQ
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
$708.4K
30,566
1.0%
BSJU
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2030
$693.8K
27,114
0.9%
PM
PHILIP MORRIS INTL INC
COM
$673.8K
4,075
0.9%
AGG
ISHARES TR
CORE US AGGBD ET
$635.2K
6,399
0.9%
MO
ALTRIA GROUP INC
COM
$633.4K
9,599
0.9%
CAT
CATERPILLAR INC
COM
$589.4K
832
0.8%
NVDA
NVIDIA CORPORATION
COM
$571.7K
3,278
0.8%
XLU
SELECT SECTOR SPDR TR
STATE STREET UTI
$557.2K
12,143
0.7%
EXEL
EXELIXIS INC
COM
$518.8K
12,095
0.7%
TSLA
TESLA INC
COM
$513.0K
1,380
0.7%
TLT
ISHARES TR
20 YR TR BD ETF
$491.9K
5,674
0.7%
PPA
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
$485.7K
2,931
0.7%
CTA
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
$482.9K
15,981
0.6%
IJH
ISHARES TR
CORE S&P MCP ETF
$477.8K
7,075
0.6%
AAPL
APPLE INC
COM
$459.1K
1,809
0.6%
BRK/B
BERKSHIRE HATHAWAY INC DEL
CL B NEW
$458.1K
956
0.6%
JPM
JPMORGAN CHASE & CO
COM
$454.2K
1,544
0.6%
BMY
BRISTOL-MYERS SQUIBB CO
COM
$450.4K
7,427
0.6%
SCHD
SCHWAB STRATEGIC TR
US DIVIDEND EQ
$441.1K
14,379
0.6%
CRM
SALESFORCE INC
COM
$427.8K
2,292
0.6%
LRCX
LAM RESEARCH CORP
COM NEW
$426.5K
1,996
0.6%
AMD
ADVANCED MICRO DEVICES INC
COM
$412.1K
2,026
0.6%
EXPE
EXPEDIA GROUP INC
COM NEW
$408.9K
1,771
0.5%
QUIZ
ZACKS TRUST
QUALITY INTERNAT
$396.6K
14,709
0.5%
ANET
ARISTA NETWORKS INC
COM SHS
$394.2K
3,211
0.5%
QCOM
QUALCOMM INC
COM
$393.9K
3,059
0.5%
NIO
NIO INC
SPON ADS · 认购
$385.9K
64,000
0.5%
XLP
SELECT SECTOR SPDR TR
STATE STREET CON
$375.8K
4,584
0.5%
ZETA
ZETA GLOBAL HOLDINGS CORP
CL A
$370.9K
23,296
0.5%
—
EXXON MOBIL CORP
COM
$360.5K
2,125
0.5%
XLC
SELECT SECTOR SPDR TR
STATE STREET COM
$352.0K
3,175
0.5%
RBRK
RUBRIK INC.
CL A
$339.6K
6,935
0.5%
—
GRAB HOLDINGS LIMITED
CLASS A ORD
$333.4K
91,099
0.4%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
67%
前 6 大占比
EH
53.6%
HPF
5.7%
BIL
3.1%
ARCM
2.2%
BTAL
1.4%
MSFT
1.2%
其他
32.8%
