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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 64
减持 71
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$4.2M
126,691
-7%
增持
NVDA
NVIDIA CORPORATION COM
+$1.8M
61,660
+0%
清仓
EWJ
ISHARES MSCI JAPAN ETF
-$1.7M
0
-100%
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
IVV
ISHARES CORE S&P 500 ETF
+$1.4M
22,607
+2%
增持
CLSE
CONVERGENCE LONG/SHORT EQUITY ETF
+$1.3M
104,435
+77%
增持
MMIT
NYLI MACKAY MUNI INTERMEDIATE ETF
+$1.2M
135,180
+57%
增持
AFRM
AFFIRM HLDGS INC COM CL A
+$1.2M
115,999
+10%
增持
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$1.2M
92,990
+74%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$1.2M
17,437
-0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.1M
15,641
+1%
增持
TSLA
TESLA INC COM
+$1.0M
7,768
+1%
增持
IAU
ISHARES GOLD TRUST
+$995.7K
46,460
+21%
增持
SPY
SPDR S&P 500 ETF TRUST
+$983.1K
11,764
+6%
增持
AVGO
BROADCOM INC COM
+$885.9K
16,084
+0%
减持
DBND
DOUBLELINE OPPORTUNISTIC CORE BOND ETF
-$840.6K
106,689
-15%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$833.3K
49,400
+15%
减持
COST
COSTCO WHSL CORP NEW COM
-$725.3K
3,978
-11%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$702.2K
12,165
+9%
增持
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
+$663.4K
22,682
+199%
减持
NFLX
NETFLIX INC COM
-$643.1K
1,578
-17%
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$588.8K
11,552
-43%
增持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$576.2K
60,864
+20%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$573.0K
38,474
-18%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$555.8K
42,587
+57%
增持
WSM
WILLIAMS SONOMA INC COM
+$525.6K
16,099
+0%
减持
PG
PROCTER AND GAMBLE CO COM
-$504.7K
15,076
-15%
减持
AMZN
AMAZON COM INC COM
-$427.4K
29,005
-6%
减持
DE
DEERE & CO COM
-$425.3K
2,924
-16%
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$410.1K
5,460
减持
MSFT
MICROSOFT CORP COM
+$409.6K
23,329
-1%
增持
JPM
JPMORGAN CHASE & CO. COM
+$408.1K
14,934
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$391.7K
7,008
+1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$387.1K
12,073
+86%
增持
JNJ
JOHNSON & JOHNSON COM
+$361.5K
7,073
+14%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$355.8K
9,590
+1%
建仓
HYMB
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
+$353.0K
14,158
减持
ORCL
ORACLE CORP COM
+$350.8K
8,181
-8%
建仓
NVS
NOVARTIS AG SPONSORED ADR
+$328.5K
2,562
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$317.2K
42,355
-18%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$289.0K
4,291
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$288.1K
1,089
-46%
减持
LLY
ELI LILLY & CO COM
-$287.3K
1,495
-18%
清仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$269.6K
0
-100%
建仓
SMLF
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF
+$257.1K
3,458
清仓
ELV
ELEVANCE HEALTH INC COM
-$236.9K
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$236.5K
9,398
+10%
减持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-$232.8K
77,069
-14%
增持
CAT
CATERPILLAR INC COM
+$232.7K
2,507
+1%
增持
ABBV
ABBVIE INC COM
+$230.6K
4,706
+2%
增持
MU
MICRON TECHNOLOGY INC COM
+$227.8K
5,061
+1%
清仓
CTVA
CORTEVA INC COM
-$224.3K
0
-100%
清仓
CINF
CINCINNATI FINL CORP COM
-$223.1K
0
-100%
建仓
TJX
TJX COS INC NEW COM
+$218.4K
1,511
减持
HON
HONEYWELL INTL INC COM
-$217.7K
8,366
-2%
建仓
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
+$217.4K
8,700
增持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$212.0K
15,565
+36%
增持
—
EXXON MOBIL CORP COM
+$209.4K
36,417
+1%
建仓
USB
US BANCORP DEL COM NEW
+$207.9K
4,301
建仓
ENB
ENBRIDGE INC COM
+$207.4K
4,109
减持
CRM
SALESFORCE INC COM
-$205.9K
5,312
-1%
清仓
SBUX
STARBUCKS CORP COM
-$204.9K
0
-100%
建仓
VOO
VANGUARD S&P 500 ETF
+$200.7K
328
增持
HD
HOME DEPOT INC COM
+$200.0K
4,710
+1%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$194.3K
1,852
-15%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$190.7K
12,270
-27%
减持
T
AT&T INC COM
-$189.0K
30,957
-16%
减持
PM
PHILIP MORRIS INTL INC COM
-$180.9K
5,887
-6%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$175.2K
4,858
-30%
增持
GE
GE AEROSPACE COM NEW
+$164.1K
3,457
+2%
减持
AIG
AMERICAN INTL GROUP INC COM NEW
-$156.2K
7,847
-13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$146.8K
4,215
+4%
减持
KO
COCA COLA CO COM
-$145.1K
11,449
-10%
减持
DIS
DISNEY WALT CO COM
-$141.4K
10,519
-3%
减持
GIS
GENERAL MLS INC COM
-$140.4K
4,939
-34%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$135.0K
7,327
+1%
增持
PNBK
PATRIOT NATL BANCORP INC COM NEW
+$119.0K
115,840
+458%
减持
KLAC
KLA CORP COM NEW
+$115.4K
665
-1%
减持
ADBE
ADOBE INC COM
-$110.8K
2,781
-1%
减持
UNP
UNION PAC CORP COM
-$107.4K
12,299
-6%
减持
V
VISA INC COM CL A
-$107.1K
3,684
-4%
减持
EFA
ISHARES MSCI EAFE ETF
+$100.8K
28,089
-0%
减持
CP
CANADIAN PACIFIC KANSAS CITY COM
-$99.9K
3,231
-25%
减持
RTX
RTX CORPORATION COM
+$97.0K
14,634
-9%
增持
SCHW
SCHWAB CHARLES CORP COM
+$91.3K
3,256
+35%
减持
INTC
INTEL CORP COM
+$91.0K
8,798
-3%
增持
GEV
GE VERNOVA INC COM
+$88.5K
896
+3%
增持
APH
AMPHENOL CORP NEW CL A
+$87.8K
3,446
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$84.6K
1,038
+0%
减持
CMCSA
COMCAST CORP NEW CL A
-$81.8K
10,596
-9%
增持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
+$81.4K
14,175
+0%
增持
BAC
BANK AMERICA CORP COM
+$79.3K
17,041
+1%
增持
MS
MORGAN STANLEY COM NEW
+$79.2K
2,814
+8%
减持
CME
CME GROUP INC COM
-$74.8K
1,450
-14%
减持
VLO
VALERO ENERGY CORP COM
+$72.9K
2,213
-2%
减持
PGR
PROGRESSIVE CORP COM
-$68.2K
1,870
-6%
增持
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
+$65.2K
5,190
+13%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$65.1K
3,001
+1%
增持
AXP
AMERICAN EXPRESS CO COM
+$62.6K
3,467
+2%
增持
—
TRANE TECHNOLOGIES PLC SHS
-$61.8K
4,141
+0%
增持
INTU
INTUIT COM
-$57.2K
621
+2%
减持
AEP
AMERICAN ELEC PWR CO INC COM
-$56.9K
3,246
-20%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$56.2K
1,718
-17%
减持
SRE
SEMPRA COM
+$52.0K
3,976
-1%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$50.7K
5,062
-0%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
+$50.3K
67,041
-4%
减持
EXC
EXELON CORP COM
-$49.6K
7,902
-15%
减持
MO
ALTRIA GROUP INC COM
-$43.5K
7,709
-18%
增持
—
ROYAL CARIBBEAN GROUP COM
+$42.7K
3,526
+1%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$42.0K
1,835
-20%
减持
ABNB
AIRBNB INC COM CL A
-$40.6K
3,120
-2%
增持
META
META PLATFORMS INC CL A
+$40.3K
5,720
+1%
增持
MAR
MARRIOTT INTL INC NEW CL A
-$39.5K
3,411
+0%
减持
CSCO
CISCO SYS INC COM
-$39.3K
7,544
-6%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$37.6K
737
+3%
减持
MDLZ
MONDELEZ INTL INC CL A
-$37.1K
4,028
-6%
减持
ALL
ALLSTATE CORP COM
-$37.0K
1,483
-16%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$35.5K
522
-3%
增持
DOV
DOVER CORP COM
-$33.6K
2,081
+0%
增持
WFC
WELLS FARGO CO NEW COM
+$32.9K
7,751
+1%
增持
CI
THE CIGNA GROUP COM
-$32.3K
1,474
+7%
增持
BA
BOEING CO COM
+$29.2K
3,105
+2%
减持
PEP
PEPSICO INC COM
+$29.2K
5,816
-2%
增持
TXN
TEXAS INSTRS INC COM
-$27.4K
1,590
+3%
减持
CTAS
CINTAS CORP COM
-$27.0K
1,304
-1%
增持
QCOM
QUALCOMM INC COM
+$26.1K
3,650
+0%
减持
MCK
MCKESSON CORP COM
-$26.0K
434
-12%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$25.9K
1,682
+0%
减持
PFE
PFIZER INC COM
-$24.5K
22,231
-9%
增持
NOW
SERVICENOW INC COM
-$22.8K
288
+3%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$22.3K
124,689
-5%
增持
—
LINDE PLC SHS
+$22.0K
550
+8%
增持
MA
MASTERCARD INCORPORATED CL A
+$21.5K
2,137
+1%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$19.7K
877
-1%
减持
TMUS
T-MOBILE US INC COM
-$19.4K
1,997
-4%
减持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$19.1K
6,010
-1%
减持
ITW
ILLINOIS TOOL WKS INC COM
+$18.5K
1,385
-0%
减持
PLD
PROLOGIS INC. COM
+$18.1K
1,971
-0%
增持
SPGI
S&P GLOBAL INC COM
-$17.2K
566
+2%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$17.2K
799
-0%
减持
MRK
MERCK & CO INC COM
+$17.1K
4,012
-1%
减持
MCD
MCDONALDS CORP COM
-$16.8K
1,906
-7%
减持
WMT
WALMART INC COM
+$14.9K
4,252
-2%
减持
UNM
UNUM GROUP COM
-$14.7K
3,283
-2%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$13.6K
831
+3%
增持
KR
KROGER CO COM
-$12.9K
3,231
+0%
增持
COIN
COINBASE GLOBAL INC COM CL A
-$12.3K
1,594
+2%
减持
SYF
SYNCHRONY FINANCIAL COM
+$11.5K
3,293
-1%
减持
—
AON PLC SHS CL A
-$11.0K
1,436
-2%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$9.3K
2,701
-10%
减持
YUM
YUM BRANDS INC COM
+$8.2K
2,357
-0%
