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Elyxium Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Elyxium Wealth, LLC
报告期 2026-03-31 · CIK 0002043538
持仓数
165
前50大市值合计
$248.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 148 项
建仓 71
增持 51
减持 21
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
+$3.4M
21,676
+95%
增持
JPM
JPMORGAN CHASE & CO. COM
+$2.3M
14,490
+180%
增持
META
META PLATFORMS INC CL A
+$2.0M
4,961
+258%
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
AVGO
BROADCOM INC COM
+$1.9M
15,714
+420%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.9M
25,532
-7%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.8M
16,448
+316%
增持
NVDA
NVIDIA CORPORATION COM
+$1.7M
55,205
+73%
建仓
HD
HOME DEPOT INC COM
+$1.7M
4,511
增持
—
EXXON MOBIL CORP COM
+$1.5M
34,629
+44%
增持
COST
COSTCO WHSL CORP NEW COM
+$1.5M
4,379
+54%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.5M
3,819
+227%
建仓
CRM
SALESFORCE INC COM
+$1.4M
5,136
增持
HON
HONEYWELL INTL INC COM
+$1.3M
8,532
+312%
增持
AMZN
AMAZON COM INC COM
+$1.3M
28,579
+51%
增持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$1.3M
30,660
+412%
增持
CVX
CHEVRON CORP NEW COM
+$1.2M
9,269
+316%
建仓
DBND
DOUBLELINE OPPORTUNISTIC CORE BOND ETF
+$1.2M
25,772
增持
—
TRANE TECHNOLOGIES PLC SHS
+$1.2M
4,197
+526%
减持
TSLA
TESLA INC COM
-$1.2M
6,787
-6%
建仓
V
VISA INC COM CL A
+$1.1M
3,173
增持
AFRM
AFFIRM HLDGS INC COM CL A
-$1.1M
98,136
+8%
增持
IAU
ISHARES GOLD TRUST
+$1.1M
27,784
+142%
建仓
ADBE
ADOBE INC COM
+$1.1M
2,764
增持
LLY
ELI LILLY & CO COM
+$1.0M
1,710
+221%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$966.5K
0
-100%
增持
GOOG
ALPHABET INC CAP STK CL C
+$945.8K
14,389
+110%
建仓
MMIT
NYLI MACKAY MUNI INTERMEDIATE ETF
+$908.6K
37,904
建仓
JNJ
JOHNSON & JOHNSON COM
+$898.9K
5,420
建仓
AXP
AMERICAN EXPRESS CO COM
+$871.2K
3,238
建仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$866.8K
5,025
增持
PG
PROCTER AND GAMBLE CO COM
+$856.2K
17,374
+38%
建仓
PEP
PEPSICO INC COM
+$810.3K
5,404
建仓
CAT
CATERPILLAR INC COM
+$800.4K
2,427
建仓
NEE
NEXTERA ENERGY INC COM
+$783.1K
11,047
增持
MA
MASTERCARD INCORPORATED CL A
+$778.6K
2,044
+215%
建仓
KO
COCA COLA CO COM
+$747.8K
10,442
建仓
T
AT&T INC COM
+$734.0K
25,956
建仓
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$721.0K
28,543
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$693.0K
2,221
建仓
AMP
AMERIPRISE FINL INC COM
+$681.2K
1,407
增持
UNH
UNITEDHEALTH GROUP INC COM
+$679.1K
1,819
+236%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$675.3K
48,375
-3%
增持
UNP
UNION PAC CORP COM
+$642.6K
13,011
+22%
增持
RTX
RTX CORPORATION COM
+$638.5K
15,764
+26%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$629.7K
138,768
-1%
建仓
MCD
MCDONALDS CORP COM
+$619.8K
1,984
建仓
AMGN
AMGEN INC COM
+$617.8K
1,983
建仓
PM
PHILIP MORRIS INTL INC COM
+$616.6K
3,885
增持
GE
GE AEROSPACE COM NEW
+$612.1K
4,078
+233%
建仓
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$604.5K
8,775
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$586.9K
62,280
-18%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$584.7K
6,516
+159%
建仓
—
AON PLC SHS CL A
+$570.7K
1,430
建仓
AIG
AMERICAN INTL GROUP INC COM NEW
+$562.0K
6,464
增持
ORCL
ORACLE CORP COM
+$553.3K
8,357
+126%
建仓
TMO
THERMO FISHER SCIENTIFIC INC COM
+$551.3K
1,108
减持
EWJ
ISHARES MSCI JAPAN ETF
-$527.1K
37,092
-19%
增持
NFLX
NETFLIX INC COM
+$524.7K
1,528
+51%
建仓
WFC
WELLS FARGO CO NEW COM
+$513.7K
7,156
增持
ABBV
ABBVIE INC COM
+$506.0K
4,338
+91%
增持
SPY
SPDR S&P 500 ETF TRUST
+$484.5K
11,162
+14%
建仓
CSCO
CISCO SYS INC COM
+$458.6K
7,432
建仓
KLAC
KLA CORP COM NEW
+$441.9K
650
增持
BAC
BANK AMERICA CORP COM
+$440.2K
15,488
+230%
建仓
VZ
VERIZON COMMUNICATIONS INC COM
+$437.4K
9,643
增持
DE
DEERE & CO COM
+$412.9K
3,391
+22%
建仓
CMCSA
COMCAST CORP NEW CL A
+$410.0K
11,110
减持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-$402.2K
147,703
-0%
建仓
PSQO
PALMER SQUARE CREDIT OPPORTUNITIES ETF
+$393.6K
19,409
建仓
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$387.2K
7,644
建仓
MRK
MERCK & CO INC COM
+$378.9K
4,222
建仓
CME
CME GROUP INC COM
+$361.9K
1,364
建仓
DOV
DOVER CORP COM
+$359.6K
2,047
建仓
INTU
INTUIT COM
+$351.2K
572
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$350.9K
1,415
建仓
ABT
ABBOTT LABS COM
+$348.1K
2,625
建仓
YUM
YUM BRANDS INC COM
+$346.5K
2,202
建仓
PGR
PROGRESSIVE CORP COM
+$345.3K
1,220
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$342.2K
1,376
增持
LRCX
LAM RESEARCH CORP COM NEW
+$341.1K
9,332
+100%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$339.3K
2,103
-43%
建仓
MO
ALTRIA GROUP INC COM
+$332.1K
5,533
建仓
TXN
TEXAS INSTRS INC COM
+$329.6K
1,834
建仓
GILD
GILEAD SCIENCES INC COM
+$326.8K
2,917
建仓
WMT
WALMART INC COM
+$324.1K
3,692
建仓
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
+$320.2K
3,309
增持
PFE
PFIZER INC COM
+$318.7K
25,246
+109%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$301.0K
4,989
+120%
建仓
VLO
VALERO ENERGY CORP COM
+$297.6K
2,253
增持
TMUS
T-MOBILE US INC COM
+$294.6K
2,024
+82%
建仓
PNC
PNC FINL SVCS GROUP INC COM
+$289.0K
1,644
增持
EFA
ISHARES MSCI EAFE ETF
+$280.3K
28,012
+5%
建仓
MCK
MCKESSON CORP COM
+$277.9K
413
建仓
SRE
SEMPRA COM
+$273.5K
3,833
建仓
SPGI
S&P GLOBAL INC COM
+$270.3K
532
建仓
UNM
UNUM GROUP COM
+$269.2K
3,305
建仓
EXC
EXELON CORP COM
+$267.5K
5,806
建仓
MDLZ
MONDELEZ INTL INC CL A
+$266.0K
3,920
建仓
GEV
GE VERNOVA INC COM
+$262.5K
860
建仓
CTAS
CINTAS CORP COM
+$261.8K
1,274
建仓
CI
THE CIGNA GROUP COM
+$257.9K
784
建仓
BMY
BRISTOL-MYERS SQUIBB CO COM
+$256.2K
4,201
建仓
MS
MORGAN STANLEY COM NEW
+$255.2K
2,187
建仓
UBER
UBER TECHNOLOGIES INC COM
+$246.4K
3,382
建仓
AEP
AMERICAN ELEC PWR CO INC COM
+$245.9K
2,250
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$241.0K
62,179
-2%
建仓
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$240.7K
9,297
建仓
NKE
NIKE INC CL B
+$238.2K
3,753
减持
COIN
COINBASE GLOBAL INC COM CL A
-$235.2K
1,518
-24%
建仓
PLD
PROLOGIS INC. COM
+$228.8K
2,047
建仓
ALL
ALLSTATE CORP COM
+$226.1K
1,092
建仓
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$223.3K
7,200
建仓
INTC
INTEL CORP COM
+$222.8K
9,810
建仓
APH
AMPHENOL CORP NEW CL A
+$220.7K
3,365
清仓
QAI
NYLI HEDGE MULTI-STRATEGY TRACKER ETF
-$218.1K
0
-100%
清仓
SHOP
SHOPIFY INC CL A
-$212.7K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC COM
+$211.4K
436
建仓
—
LINDE PLC SHS
+$205.3K
441
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$204.1K
412
清仓
MGM
MGM RESORTS INTERNATIONAL COM
-$203.0K
0
-100%
增持
—
EATON CORP PLC SHS
+$202.9K
2,845
+66%
建仓
NOW
SERVICENOW INC COM
+$202.2K
254
增持
AAPL
APPLE INC COM
-$185.5K
134,874
+12%
增持
DIS
DISNEY WALT CO COM
+$176.1K
10,807
+35%
增持
MU
MICRON TECHNOLOGY INC COM
+$176.1K
5,153
+60%
减持
VB
VANGUARD SMALL-CAP ETF
-$175.1K
3,962
-10%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$166.8K
28,428
+12%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$154.9K
10,796
+8%
清仓
PGX
INVESCO PREFERRED ETF
-$130.2K
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$121.7K
7,076
+15%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$110.5K
907
-25%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$108.4K
3,395
-5%
增持
CLSE
CONVERGENCE LONG/SHORT EQUITY ETF
+$103.9K
32,111
+25%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$103.3K
755
-30%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$100.2K
2,726
-13%
增持
QCOM
QUALCOMM INC COM
+$78.2K
3,484
+17%
增持
MAR
MARRIOTT INTL INC NEW CL A
-$74.7K
3,368
+7%
增持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
-$39.4K
20,662
+1%
减持
BA
BOEING CO COM
-$24.6K
2,715
-1%
减持
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
-$22.1K
4,439
-15%
增持
GIS
GENERAL MLS INC COM
+$21.3K
7,070
+12%
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$20.5K
28,239
-5%
增持
ABNB
AIRBNB INC COM CL A
-$19.0K
3,141
+5%
增持
—
ROYAL CARIBBEAN GROUP COM
+$17.4K
3,460
+15%
增持
JBL
JABIL INC COM
-$14.5K
4,071
+3%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$13.4K
6,971
-3%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$8.8K
1,919
-4%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$3.8K
2,355
-1%
