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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 99
减持 22
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DBND
DOUBLELINE OPPORTUNISTIC CORE BOND ETF
+$4.6M
125,539
+387%
增持
NVDA
NVIDIA CORPORATION COM
+$3.7M
61,589
+12%
增持
MSFT
MICROSOFT CORP COM
+$3.5M
23,469
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。
+8%
增持
AFRM
AFFIRM HLDGS INC COM CL A
+$2.8M
104,980
+7%
建仓
WSM
WILLIAMS SONOMA INC COM
+$2.6M
16,042
增持
AAPL
APPLE INC COM
-$1.9M
136,709
+1%
增持
AVGO
BROADCOM INC COM
+$1.8M
16,037
+2%
减持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-$1.7M
89,572
-39%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$1.5M
42,799
+51%
增持
AMZN
AMAZON COM INC COM
+$1.4M
30,977
+8%
增持
META
META PLATFORMS INC CL A
+$1.3M
5,636
+14%
增持
MMIT
NYLI MACKAY MUNI INTERMEDIATE ETF
+$1.1M
86,302
+128%
增持
NFLX
NETFLIX INC COM
+$1.1M
1,893
+24%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.1M
69,515
+12%
增持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$1.0M
50,736
+65%
减持
EWJ
ISHARES MSCI JAPAN ETF
-$888.8K
22,065
-41%
增持
ORCL
ORACLE CORP COM
+$781.8K
8,920
+7%
增持
JPM
JPMORGAN CHASE & CO. COM
+$748.2K
14,841
+2%
增持
IAU
ISHARES GOLD TRUST
+$747.1K
38,249
+38%
增持
TSLA
TESLA INC COM
+$690.8K
7,712
+14%
增持
CLSE
CONVERGENCE LONG/SHORT EQUITY ETF
+$687.1K
59,093
+84%
增持
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$650.9K
53,320
+87%
减持
IVV
ISHARES CORE S&P 500 ETF
-$648.9K
22,061
-14%
减持
SPY
SPDR S&P 500 ETF TRUST
+$609.9K
11,093
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$605.8K
11,128
+3%
建仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$581.6K
10,202
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$546.3K
27,183
+192%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$537.7K
17,484
+6%
增持
PM
PHILIP MORRIS INTL INC COM
+$519.1K
6,236
+61%
增持
GOOG
ALPHABET INC CAP STK CL C
+$494.2K
15,459
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$484.1K
6,913
+6%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$442.6K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$397.6K
6,496
减持
—
TRANE TECHNOLOGIES PLC SHS
+$395.1K
4,136
-1%
清仓
PSQO
PALMER SQUARE CREDIT OPPORTUNITIES ETF
-$393.6K
0
-100%
清仓
VBR
VANGUARD SMALL CAP VALUE ETF
-$391.7K
0
-100%
增持
—
ROYAL CARIBBEAN GROUP COM
+$387.3K
3,507
+1%
增持
JBL
JABIL INC COM
+$337.7K
4,088
+0%
增持
T
AT&T INC COM
+$329.2K
36,740
+42%
减持
CVX
CHEVRON CORP NEW COM
-$327.5K
8,541
-8%
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$318.9K
20,295
-28%
清仓
DVY
ISHARES SELECT DIVIDEND ETF
-$316.3K
0
-100%
建仓
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
+$305.5K
7,594
增持
UNH
UNITEDHEALTH GROUP INC COM
-$303.5K
2,081
+14%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$292.5K
16,869
+75%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$288.6K
1,570
+3%
增持
DIS
DISNEY WALT CO COM
+$279.2K
10,853
+0%
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$269.0K
2,280
建仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$268.1K
882
建仓
MELI
MERCADOLIBRE INC COM
+$266.6K
102
增持
COST
COSTCO WHSL CORP NEW COM
+$266.3K
4,452
+2%
增持
RTX
RTX CORPORATION COM
+$263.5K
16,104
+2%
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$259.9K
805
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$256.2K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$253.4K
2,020
+47%
增持
V
VISA INC COM CL A
+$252.9K
3,844
+21%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$252.0K
51,795
-17%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$249.9K
9,537
+2%
增持
—
EATON CORP PLC SHS
+$247.3K
2,859
+0%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$246.4K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC COM
+$236.9K
609
清仓
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
-$236.4K
0
-100%
增持
EFA
ISHARES MSCI EAFE ETF
+$232.4K
28,212
+1%
建仓
KR
KROGER CO COM
+$230.7K
3,216
清仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$228.4K
0
-100%
建仓
CTVA
CORTEVA INC COM
+$224.3K
3,010
建仓
CINF
CINCINNATI FINL CORP COM
+$223.1K
1,498
建仓
SYF
SYNCHRONY FINANCIAL COM
+$222.5K
3,334
增持
—
EXXON MOBIL CORP COM
-$221.9K
36,147
+4%
建仓
CDNS
CADENCE DESIGN SYSTEM INC COM
+$221.3K
718
增持
MO
ALTRIA GROUP INC COM
+$220.7K
9,428
+70%
建仓
SCHW
SCHWAB CHARLES CORP COM
+$219.5K
2,406
增持
AXP
AMERICAN EXPRESS CO COM
+$217.7K
3,414
+5%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$210.5K
9,026
+40%
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$209.6K
380
建仓
ATRO
ASTRONICS CORP COM
+$209.3K
6,250
建仓
CSX
CSX CORP COM
+$205.2K
6,288
建仓
SBUX
STARBUCKS CORP COM
+$204.9K
2,236
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$204.1K
0
-100%
增持
GEV
GE VERNOVA INC COM
+$199.9K
874
+2%
增持
CI
THE CIGNA GROUP COM
+$199.3K
1,383
+76%
减持
VB
VANGUARD SMALL-CAP ETF
-$198.2K
2,871
-28%
增持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$194.5K
11,446
+50%
增持
PGR
PROGRESSIVE CORP COM
+$184.7K
1,986
+63%
增持
BA
BOEING CO COM
+$177.9K
3,059
+13%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$176.2K
4,068
+81%
减持
HON
HONEYWELL INTL INC COM
+$172.1K
8,497
-0%
减持
MU
MICRON TECHNOLOGY INC COM
+$171.2K
5,022
-3%
增持
DE
DEERE & CO COM
+$170.7K
3,466
+2%
增持
CAT
CATERPILLAR INC COM
+$163.1K
2,482
+2%
增持
KLAC
KLA CORP COM NEW
+$160.1K
672
+3%
增持
KO
COCA COLA CO COM
+$156.5K
12,783
+22%
增持
BAC
BANK AMERICA CORP COM
+$153.5K
16,904
+9%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$142.7K
803
+6%
减持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
-$141.8K
6,085
-31%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$140.4K
2,963
+9%
增持
PG
PROCTER AND GAMBLE CO COM
-$139.7K
17,707
+2%
增持
EXC
EXELON CORP COM
+$137.7K
9,333
+61%
减持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
-$132.9K
14,162
-31%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$132.5K
1,033
-7%
增持
INTU
INTUIT COM
+$130.0K
611
+7%
增持
ALL
ALLSTATE CORP COM
+$129.2K
1,765
+62%
增持
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
+$126.4K
4,590
+39%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$125.5K
3,396
+1%
增持
NEE
NEXTERA ENERGY INC COM
+$118.3K
12,985
+18%
增持
APH
AMPHENOL CORP NEW CL A
+$118.0K
3,430
+2%
增持
MS
MORGAN STANLEY COM NEW
+$113.0K
2,613
+19%
增持
CME
CME GROUP INC COM
+$104.8K
1,693
+24%
增持
WFC
WELLS FARGO CO NEW COM
+$103.0K
7,698
+8%
减持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
-$99.9K
4,333
-29%
增持
WMT
WALMART INC COM
+$99.2K
4,329
+17%
增持
CSCO
CISCO SYS INC COM
+$96.9K
8,007
+8%
增持
AMP
AMERIPRISE FINL INC COM
+$96.0K
1,456
+3%
增持
CRM
SALESFORCE INC COM
+$86.6K
5,372
+5%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$86.2K
47,075
-3%
增持
NOW
SERVICENOW INC COM
+$85.6K
280
+10%
增持
MCK
MCKESSON CORP COM
+$83.3K
493
+19%
增持
MA
MASTERCARD INCORPORATED CL A
+$73.8K
2,125
+4%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$72.6K
4,214
+1%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$69.9K
7,281
+3%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$66.9K
2,535
+32%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$66.5K
5,087
+1%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$62.4K
131,563
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$61.7K
4,060
+6%
减持
GE
GE AEROSPACE COM NEW
+$59.7K
3,403
-17%
减持
MRK
MERCK & CO INC COM
-$59.3K
4,038
-4%
增持
UNP
UNION PAC CORP COM
-$59.2K
13,102
+1%
增持
HD
HOME DEPOT INC COM
+$55.3K
4,660
+3%
增持
JNJ
JOHNSON & JOHNSON COM
+$51.1K
6,219
+15%
增持
ABBV
ABBVIE INC COM
-$49.8K
4,628
+7%
减持
PFE
PFIZER INC COM
-$48.8K
24,378
-3%
增持
—
AON PLC SHS CL A
-$47.7K
1,466
+3%
增持
QCOM
QUALCOMM INC COM
+$45.9K
3,649
+5%
增持
ABNB
AIRBNB INC COM CL A
+$44.2K
3,169
+1%
增持
TMUS
T-MOBILE US INC COM
-$42.3K
2,088
+3%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$42.1K
2,178
-2%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$41.6K
5,073
+2%
增持
CP
CANADIAN PACIFIC KANSAS CITY COM
+$39.6K
4,296
+0%
增持
AMGN
AMGEN INC COM
-$35.4K
2,086
+5%
增持
—
LINDE PLC SHS
+$33.9K
510
+16%
增持
GIS
GENERAL MLS INC COM
-$33.3K
7,516
+6%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$33.1K
2,985
-12%
增持
CTAS
CINTAS CORP COM
+$32.8K
1,322
+4%
增持
SRE
SEMPRA COM
+$32.3K
4,036
+5%
增持
ADBE
ADOBE INC COM
+$31.6K
2,822
+2%
建仓
PNBK
PATRIOT NATL BANCORP INC COM NEW
+$31.6K
20,760
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$28.5K
539
+24%
增持
ABT
ABBOTT LABS COM
+$25.1K
2,745
+5%
增持
MCD
MCDONALDS CORP COM
-$23.7K
2,040
+3%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$23.1K
1,674
+2%
