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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
$74.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 121 项
建仓 20
增持 59
减持 33
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
PGJ
INVESCO EXCHANGE TRADED FD T
-$13.0M
1,645,345
-2%
增持
EH
EHANG HLDGS LTD
-$10.1M
2,383,742
+10%
增持
NIO
NIO INC
-$8.1M
1,759,481
+7%
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。
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
8,799
+2966%
增持
DKNG
DRAFTKINGS INC NEW
+$910.0K
219,650
+6%
建仓
USB
US BANCORP DEL
+$622.0K
15,423
增持
—
CARNIVAL CORP
+$588.0K
945,850
+35%
清仓
NOK
NOKIA CORP
-$231.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$218.0K
1,451
+211%
建仓
—
EXXON MOBIL CORP
+$157.0K
1,802
增持
SPY
SPDR S&P 500 ETF TR
+$123.0K
375
+1239%
增持
AMZN
AMAZON COM INC
+$120.0K
1,605
+178%
建仓
FDS
FACTSET RESH SYS INC
+$114.0K
285
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$83.0K
1,091
-83%
减持
AAL
AMERICAN AIRLS GROUP INC
-$70.0K
99,260
-0%
建仓
LMT
LOCKHEED MARTIN CORP
+$58.0K
150
减持
DIS
DISNEY WALT CO
-$57.0K
100
-86%
建仓
SJM
SMUCKER J M CO
+$49.0K
360
增持
QQQ
INVESCO QQQ TR
+$46.0K
174
+8600%
增持
ESGU
ISHARES TR
+$46.0K
590
+8329%
增持
GOOGL
ALPHABET INC
+$42.0K
1,189
+3503%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$36.0K
2,288
+4300%
增持
VOE
VANGUARD INDEX FDS
+$36.0K
305
+7525%
增持
IDUB
ETF SER SOLUTIONS
+$35.0K
9,676
+41%
增持
INFL
LISTED FD TR
+$34.0K
2,543
+96%
减持
DRSK
ETF SER SOLUTIONS
-$34.0K
26,942
-1%
增持
IWM
ISHARES TR
+$32.0K
202
+6633%
增持
XYLD
GLOBAL X FDS
-$31.0K
7,619
+1%
减持
DOW
DOW INC
-$30.0K
2,140
-11%
增持
AAPL
APPLE INC
+$29.0K
613
+48%
增持
EEM
ISHARES TR
+$29.0K
851
+3304%
增持
IYE
ISHARES TR
+$29.0K
760
+2940%
增持
XLU
SELECT SECTOR SPDR TR
+$28.0K
448
+2033%
建仓
META
META PLATFORMS INC
+$24.0K
175
增持
BABA
ALIBABA GROUP HLDG LTD
-$24.0K
3,958
+32%
增持
AVUS
AMERICAN CENTY ETF TR
+$24.0K
381
+6250%
减持
BDX
BECTON DICKINSON & CO
-$24.0K
163
-33%
减持
—
UNITED STATES STL CORP NEW
-$24.0K
730
-65%
增持
XLB
SELECT SECTOR SPDR TR
+$23.0K
349
+3390%
增持
XLI
SELECT SECTOR SPDR TR
+$22.0K
283
+3044%
建仓
EMR
EMERSON ELEC CO
+$22.0K
300
增持
T
AT&T INC
+$21.0K
1,413
+4182%
减持
SPYM
SPDR SER TR
-$20.0K
1,235
-23%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$19.0K
55
-40%
建仓
—
SEALED AIR CORP NEW
+$18.0K
400
增持
VNQ
VANGUARD INDEX FDS
+$17.0K
213
+5225%
增持
F
FORD MTR CO DEL
+$17.0K
6,700
+28%
增持
IEMG
ISHARES INC
-$16.0K
3,035
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$16.0K
110
+1000%
减持
BAC
BK OF AMERICA CORP
-$16.0K
400
-55%
建仓
—
PIPER SANDLER COMPANIES
+$15.0K
144
增持
TSLA
TESLA INC
+$15.0K
390
+200%
减持
—
DUPONT DE NEMOURS INC
-$15.0K
1,114
-13%
增持
AVDV
AMERICAN CENTY ETF TR
+$14.0K
287
+4000%
增持
ACIO
ETF SER SOLUTIONS
-$14.0K
34,476
+1%
减持
PINS
PINTEREST INC
-$12.0K
500
-62%
增持
MU
MICRON TECHNOLOGY INC
+$12.0K
800
+60%
增持
JNJ
JOHNSON & JOHNSON
+$12.0K
418
+31%
建仓
GE
GENERAL ELECTRIC CO
+$10.0K
154
建仓
MSI
MOTOROLA SOLUTIONS INC
+$9.0K
42
减持
SPTM
SPDR SER TR
-$9.0K
1,185
-10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$8.0K
1,042
+37%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$8.0K
984
+12%
增持
HD
HOME DEPOT INC
+$8.0K
157
+22%
减持
UNH
UNITEDHEALTH GROUP INC
-$8.0K
25
-38%
减持
JD
JD.COM INC
-$8.0K
240
-22%
减持
OSCV
ETF SER SOLUTIONS
-$8.0K
7,299
-2%
减持
BA
BOEING CO
-$8.0K
10
-85%
增持
CPRT
COPART INC
+$8.0K
156
+84%
增持
IEFA
ISHARES TR
+$8.0K
3,483
+17%
增持
—
PIONEER NAT RES CO
+$8.0K
72
+112%
增持
JPM
JPMORGAN CHASE & CO
+$7.0K
2,532
+11%
减持
MA
MASTERCARD INCORPORATED
-$7.0K
133
-6%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$7.0K
118
+76%
建仓
BP
BP PLC
+$7.0K
235
建仓
SWK
STANLEY BLACK & DECKER INC
+$7.0K
89
建仓
RYN
RAYONIER INC
+$7.0K
225
减持
MCD
MCDONALDS CORP
-$7.0K
297
-4%
减持
CTVA
CORTEVA INC
-$7.0K
1,201
-14%
减持
ITW
ILLINOIS TOOL WKS INC
-$6.0K
172
-15%
减持
APD
AIR PRODS & CHEMS INC
-$6.0K
169
-11%
增持
NVDA
NVIDIA CORPORATION
-$6.0K
376
+9%
减持
ROP
ROPER TECHNOLOGIES INC
-$6.0K
23
-36%
减持
EFG
ISHARES TR
-$5.0K
103
-28%
建仓
EEMV
ISHARES INC
+$5.0K
93
增持
MMM
3M CO
+$5.0K
293
+38%
减持
EMGF
ISHARES INC
-$4.0K
82
-47%
增持
WBD
WARNER BROS DISCOVERY INC
+$4.0K
340
+4757%
减持
DG
DOLLAR GEN CORP NEW
-$4.0K
32
-36%
增持
ADME
ETF SER SOLUTIONS
-$4.0K
28,685
+3%
建仓
IVV
ISHARES TR
+$4.0K
12
清仓
—
ENCOMPASS HEALTH CORP
-$4.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$4.0K
4,943
+9%
增持
IUSB
ISHARES TR
+$3.0K
516
+19%
减持
QUAL
ISHARES TR
-$3.0K
144
-10%
增持
FIS
FIDELITY NATL INFORMATION SV
+$2.0K
230
+42%
增持
MTUM
ISHARES TR
+$2.0K
114
+16%
减持
ICSH
ISHARES TR
-$2.0K
530
-9%
建仓
TLH
ISHARES TR
+$2.0K
14
增持
DGRO
ISHARES TR
+$2.0K
221
+27%
建仓
COMT
ISHARES U S ETF TR
+$2.0K
46
清仓
FALN
ISHARES TR
-$2.0K
0
-100%
清仓
TIP
ISHARES TR
-$2.0K
0
-100%
清仓
—
TWO RDS SHARED TR
-$2.0K
0
-100%
减持
VLUE
ISHARES TR
-$2.0K
92
-16%
建仓
—
ENHABIT INC
+$1.0K
37
增持
SMLF
ISHARES TR
+$1.0K
272
+11%
清仓
SPAB
SPDR SER TR
-$1.0K
0
-100%
增持
WAB
WABTEC
+$1.0K
22
+57%
增持
C
CITIGROUP INC
+$1.0K
750
+15%
清仓
IUSG
ISHARES TR
-$1.0K
0
-100%
增持
CHE
CHEMED CORP NEW
+$1.0K
58
+12%
减持
EMBC
EMBECTA CORP
-$1.0K
6
-88%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.0K
0
-100%
增持
EFV
ISHARES TR
+$0
274
+4%
增持
GOVT
ISHARES TR
+$0
437
+3%
减持
SBUX
STARBUCKS CORP
+$0
2,955
-9%
增持
IAU
ISHARES GOLD TR
+$0
103
+7%
建仓
RYAM
RAYONIER ADVANCED MATLS INC
+$0
75
减持
PM
PHILIP MORRIS INTL INC
+$0
1
-50%
清仓
VXF
VANGUARD INDEX FDS
+$0
0
-100%
