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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 105 项
建仓 36
增持 13
减持 30
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
EH
EHANG HLDGS LTD
+$5.8M
4,423,878
+1%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$1.1M
241,339
+0%
增持
NIO
NIO INC
+$1.1M
183,583
+120%
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
EXEL
EXELIXIS INC
+$901.0K
21,817
建仓
BIL
SPDR SERIES TRUST
+$895.1K
9,756
清仓
COST
COSTCO WHSL CORP NEW
-$690.0K
0
-100%
增持
ARCM
ARROW INVTS TR
+$669.3K
21,209
+46%
建仓
BSJR
INVESCO EXCH TRD SLF IDX FD
+$653.3K
28,729
建仓
SMIZ
ZACKS TRUST
+$653.1K
17,487
建仓
ZECP
ZACKS TRUST
+$640.5K
19,052
建仓
ANET
ARISTA NETWORKS INC
+$627.0K
4,303
建仓
SHOP
SHOPIFY INC
+$619.0K
4,165
建仓
V
VISA INC
+$611.4K
1,791
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$610.8K
26,488
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$610.6K
27,654
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$607.2K
25,944
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$604.3K
28,018
建仓
SNEX
STONEX GROUP INC
+$600.4K
5,949
建仓
EXPE
EXPEDIA GROUP INC
+$585.9K
2,741
建仓
JBL
JABIL INC
+$582.9K
2,684
建仓
GROZ
ZACKS TRUST
+$566.9K
19,323
建仓
CRM
SALESFORCE INC
+$564.3K
2,381
建仓
CL
COLGATE PALMOLIVE CO
+$556.3K
6,959
增持
HPF
HANCOCK JOHN PFD INCOME FD I
+$516.1K
332,810
+3%
清仓
DYNF
BLACKROCK ETF TRUST
-$493.9K
0
-100%
减持
BTAL
AGF INVTS TR
-$466.0K
77,041
-19%
减持
QUAL
ISHARES TR
-$435.9K
1,156
-68%
清仓
OEF
ISHARES TR
-$396.6K
0
-100%
建仓
IEFA
ISHARES TR
+$378.9K
4,340
增持
NVDA
NVIDIA CORPORATION
+$377.3K
3,587
+94%
减持
IVW
ISHARES TR
-$374.1K
2,178
-62%
建仓
SLV
ISHARES SILVER TR
+$345.2K
8,148
建仓
XLU
SELECT SECTOR SPDR TR
+$344.3K
3,948
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$339.1K
13,871
-49%
建仓
TLT
ISHARES TR
+$318.4K
3,563
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$307.6K
1,979
清仓
EFV
ISHARES TR
-$297.1K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$292.7K
2,637
建仓
KO
COCA COLA CO
+$292.6K
4,412
建仓
TLH
ISHARES TR
+$291.8K
2,833
清仓
GS
GOLDMAN SACHS GROUP INC
-$289.5K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$287.6K
0
-100%
建仓
MOH
MOLINA HEALTHCARE INC
+$274.8K
1,436
建仓
CW
CURTISS WRIGHT CORP
+$260.1K
479
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$259.9K
0
-100%
建仓
COR
CENCORA INC
+$254.7K
815
建仓
LNTH
LANTHEUS HLDGS INC
+$249.0K
4,855
建仓
HQY
HEALTHEQUITY INC
+$248.3K
2,620
建仓
PBH
PRESTIGE CONSMR HEALTHCARE I
+$244.0K
3,910
清仓
SPY
SPDR S&P 500 ETF TR
-$242.8K
0
-100%
清仓
ADME
ETF SER SOLUTIONS
-$235.4K
0
-100%
清仓
MTUM
ISHARES TR
-$235.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$234.3K
0
-100%
清仓
—
NEBIUS GROUP N.V.
-$231.8K
0
-100%
建仓
SFM
SPROUTS FMRS MKT INC
+$230.1K
2,115
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$220.4K
0
-100%
清仓
CSCO
CISCO SYS INC
-$218.5K
0
-100%
清仓
EFG
ISHARES TR
-$218.1K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$213.5K
0
-100%
建仓
RBRK
RUBRIK INC.
+$213.4K
2,594
清仓
ORCL
ORACLE CORP
-$212.3K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$209.3K
5,319
+108%
清仓
EAT
BRINKER INTL INC
-$204.9K
0
-100%
清仓
TOST
TOAST INC
-$203.0K
0
-100%
清仓
NUTX
NUTEX HEALTH INC
-$200.1K
0
-100%
清仓
LEU
CENTRUS ENERGY CORP
-$200.0K
0
-100%
清仓
SSRM
SSR MINING IN
-$198.9K
0
-100%
清仓
—
CELLEBRITE DI LTD
-$172.8K
0
-100%
清仓
ARDC
ARES DYNAMIC CR ALLOCATION F
-$167.2K
0
-100%
清仓
BIZD
VANECK ETF TRUST
-$164.5K
0
-100%
清仓
MFIC
MIDCAP FINANCIAL INVSTMNT CO
-$148.7K
0
-100%
减持
ENVX
ENOVIX CORPORATION
-$144.5K
10,972
-55%
增持
AGG
ISHARES TR
+$142.4K
4,257
+48%
减持
CLS
CELESTICA INC
-$127.8K
1,073
-57%
建仓
LUNR
INTUITIVE MACHINES INC
+$113.2K
10,765
减持
XLK
SELECT SECTOR SPDR TR
+$91.2K
3,593
-1%
减持
—
GRAB HOLDINGS LIMITED
-$88.9K
19,056
-53%
增持
CAT
CATERPILLAR INC
+$86.4K
832
+4%
减持
MSFT
MICROSOFT CORP
-$75.6K
2,182
-10%
减持
PG
PROCTER AND GAMBLE CO
-$73.4K
5,281
-5%
减持
IVE
ISHARES TR
-$71.3K
1,214
-26%
减持
AMZN
AMAZON COM INC
-$67.2K
958
-24%
增持
USB
US BANCORP DEL
+$62.0K
15,722
+2%
减持
TSLA
TESLA INC
-$57.7K
1,366
-35%
减持
SOFI
SOFI TECHNOLOGIES INC
+$56.6K
12,929
-17%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$55.2K
7,434
-15%
减持
ACIO
ETF SER SOLUTIONS
-$52.1K
5,251
-22%
减持
AMD
ADVANCED MICRO DEVICES INC
-$49.7K
2,465
-22%
减持
META
META PLATFORMS INC
-$46.3K
354
-15%
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$45.2K
8,273
-17%
增持
XLF
SELECT SECTOR SPDR TR
+$44.3K
6,886
+10%
减持
XLC
SELECT SECTOR SPDR TR
+$27.2K
3,593
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$21.6K
1,793
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$17.1K
1,717
-5%
建仓
GERN
GERON CORP
+$14.5K
10,600
减持
VBK
VANGUARD INDEX FDS
+$13.6K
967
-2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$12.1K
2,073
-1%
减持
XLY
SELECT SECTOR SPDR TR
+$10.5K
976
-5%
减持
VBR
VANGUARD INDEX FDS
+$10.4K
1,272
-3%
减持
VUG
VANGUARD INDEX FDS
+$9.4K
473
-5%
增持
MDLZ
MONDELEZ INTL INC
-$8.8K
4,724
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$7.3K
4,441
-2%
减持
IJH
ISHARES TR
+$5.9K
4,716
-3%
减持
VTV
VANGUARD INDEX FDS
+$4.8K
1,638
-4%
减持
—
EXXON MOBIL CORP
+$968
2,112
-4%
