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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 76
增持 35
减持 39
方向
标的
Δ市值
现股数(环比)
建仓
CIEN
CIENA CORP COM NEW
+$11.8M
11,749,306
建仓
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$7.6M
92,162
建仓
IDXX
IDEXX LABS INC COM
+$5.4M
5,419,507
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
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$2.8M
29,933
增持
MMIT
NYLI MACKAY MUNI INTERMEDIATE ETF
+$2.2M
227,244
+68%
增持
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$2.2M
103,027
+69%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$2.0M
92,654
-26%
建仓
QAI
NYLI HEDGE MULTI-STRATEGY TRACKER ETF
+$1.8M
54,538
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.7M
24,567
+9%
建仓
SIVR
ABRDN PHYSICAL SILVER SHARES ETF
+$1.7M
24,780
建仓
EVMO
EATON VANCE MORTGAGE OPPORTUNITIES ETF
+$1.6M
31,348
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$1.4M
35,229
-29%
增持
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$1.3M
137,007
+47%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$1.2M
17,376
-0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.2M
15,907
+2%
增持
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
+$1.2M
47,155
+108%
建仓
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$922.3K
20,768
建仓
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$920.4K
19,641
减持
PG
PROCTER & GAMBLE CO COM
-$911.2K
9,806
-35%
减持
MSFT
MICROSOFT CORP COM
-$876.9K
23,172
-1%
建仓
DSI
ISHARES ESG MSCI KLD 400 ETF
+$811.6K
6,300
减持
USTB
VICTORYSHARES SHORT-TERM BOND ETF
-$776.4K
340
-98%
增持
AFRM
AFFIRM HLDGS INC COM CL A
+$739.2K
123,827
+7%
减持
ORCL
ORACLE CORP COM
-$738.0K
8,019
-2%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$712.8K
1,449
-88%
增持
AMZN
AMAZON COM INC COM
+$684.5K
30,557
+5%
减持
WSM
WILLIAMS SONOMA INC COM
-$672.3K
13,854
-14%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$667.1K
13,985
+156%
减持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-$612.3K
63,998
-17%
增持
MU
MICRON TECHNOLOGY INC COM
+$598.4K
5,063
+0%
减持
META
META PLATFORMS INC CL A
-$562.6K
5,511
-4%
增持
LLY
ELI LILLY & CO COM
+$493.0K
1,520
+2%
减持
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
-$491.7K
206
-96%
减持
AAPL
APPLE INC COM
+$441.6K
120,286
-5%
增持
DBND
DOUBLELINE OPPORTUNISTIC CORE BOND ETF
+$432.5K
116,398
+9%
减持
UNP
UNION PAC CORP COM
-$399.6K
10,840
-12%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$398.1K
53,451
+26%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$386.2K
69,747
+4%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$384.2K
9,746
+2%
增持
NFLX
NETFLIX INC. COM
-$378.0K
16,146
+923%
建仓
HODL
VANECK BITCOIN ETF
+$365.8K
14,791
建仓
GQGU
GQG US EQUITY ETF
+$341.8K
13,921
增持
EFA
ISHARES MSCI EAFE ETF
+$324.5K
30,690
+9%
减持
HD
HOME DEPOT INC COM
-$314.7K
4,631
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$310.8K
4,834
+15%
建仓
—
GRAYSCALE COINDESK CRYPTO 5 ETF
+$295.0K
7,138
减持
T
AT&T INC COM
-$293.9K
23,362
-25%
增持
CLSE
CONVERGENCE LONG/SHORT EQUITY ETF
+$285.4K
109,947
+5%
增持
CAT
CATERPILLAR INC COM
+$260.3K
2,542
+1%
减持
IAU
ISHARES GOLD TRUST
+$257.6K
44,826
-4%
建仓
COF
CAPITAL ONE FINL CORP COM
+$244.6K
1,009
增持
TSLA
TESLA INC COM
+$240.8K
8,217
+6%
增持
COST
COSTCO WHOLESALE CORPORATION COM
-$239.8K
3,992
+0%
建仓
JDVI
JOHN HANCOCK DISCIPLINED VALUE INTERNATIONAL SELECT ETF
+$237.7K
6,757
减持
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
-$234.6K
9,153
-35%
建仓
C
CITIGROUP INC COM NEW
+$232.5K
1,992
减持
RTX
RTX CORPORATION COM
+$230.6K
14,609
-0%
建仓
GS
GOLDMAN SACHS GROUP INC COM
+$229.4K
261
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$227.0K
7,188
+3%
建仓
AMAT
APPLIED MATLS INC COM
+$226.4K
881
建仓
HCA
HCA HEALTHCARE INC COM
+$222.2K
476
建仓
DHR
DANAHER CORPORATION COM
+$217.7K
951
建仓
FLSP
FRANKLIN SYSTEMATIC STYLE PREMIA ETF
+$217.2K
8,072
减持
DE
DEERE & CO COM
-$211.2K
2,418
-17%
减持
AVGO
BROADCOM INC COM
+$210.8K
15,941
-1%
减持
GIS
GENERAL MILLS INC COM
-$208.3K
876
-82%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$204.9K
8,210
-33%
建仓
ACWI
ISHARES MSCI ACWI ETF
+$204.3K
1,444
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$204.1K
2,463
+33%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$202.6K
3,969
-4%
建仓
GLW
CORNING INC COM
+$200.1K
2,286
建仓
MCO
MOODYS CORP COM
+$199.8K
391
减持
—
EXXON MOBIL CORP COM
+$197.3K
35,760
-2%
建仓
GM
GENERAL MTRS CO COM
+$196.5K
2,416
建仓
—
CHUBB LIMITED COM
+$191.6K
614
建仓
IR
INGERSOLL RAND INC COM
+$190.3K
2,402
建仓
ROST
ROSS STORES INC COM
+$187.0K
1,038
建仓
MKTN
FEDERATED HERMES MDT MARKET NEUTRAL ETF
+$185.6K
7,235
建仓
—
MEDTRONIC PLC SHS
+$183.1K
1,906
建仓
SBUX
STARBUCKS CORP COM
+$181.9K
2,160
增持
COIN
COINBASE GLOBAL INC COM CL A
+$181.7K
3,182
+100%
建仓
AWK
AMERICAN WTR WKS CO INC NEW COM
+$180.9K
1,386
建仓
MLM
MARTIN MARIETTA MATLS INC COM
+$178.7K
287
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$178.4K
315
增持
MAR
MARRIOTT INTL INC NEW CL A
+$177.2K
3,434
+1%
增持
AXP
AMERICAN EXPRESS CO COM
+$173.6K
3,582
+3%
建仓
LMT
LOCKHEED MARTIN CORP COM
+$170.7K
353
增持
CRM
SALESFORCE INC COM
+$168.4K
5,388
+1%
减持
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
+$168.1K
11,739
-0%
减持
—
EATON CORP PLC SHS
-$167.3K
2,699
-2%
增持
HYMB
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
+$165.3K
20,782
+47%
建仓
—
JOHNSON CTLS INTL PLC SHS
+$164.6K
1,374
建仓
—
CARNIVAL CORP COMMON STOCK
+$162.7K
5,328
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$161.6K
1,233
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$161.5K
1,825
建仓
NSC
NORFOLK SOUTHN CORP COM
+$160.0K
554
减持
CP
CANADIAN PACIFIC KANSAS CITY COM
-$159.6K
1,101
-66%
建仓
LVS
LAS VEGAS SANDS CORP COM
+$158.6K
2,436
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$158.4K
36,723
-5%
建仓
MET
METLIFE INC COM
+$157.9K
2,000
建仓
SOFI
SOFI TECHNOLOGIES INC COM
+$157.1K
6,000
建仓
ALLW
SPDR BRIDGEWATER ALL WEATHER ETF
+$155.3K
5,651
建仓
SYK
STRYKER CORPORATION COM
+$154.7K
440
建仓
UAL
UNITED AIRLS HLDGS INC COM
+$153.3K
1,371
减持
CDNS
CADENCE DESIGN SYSTEM INC COM
-$151.7K
343
-53%
建仓
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$151.5K
902
建仓
ILCG
ISHARES MORNINGSTAR GROWTH ETF
+$150.9K
1,450
增持
—
ROYAL CARIBBEAN GROUP COM
-$149.8K
3,554
+1%
减持
PFE
PFIZER INC COM
-$148.5K
16,785
-24%
建仓
CINF
CINCINNATI FINL CORP COM
+$146.0K
894
建仓
EAT
BRINKER INTL INC COM
+$143.5K
1,000
减持
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
-$142.3K
3,033
-65%
减持
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$141.6K
9,606
-17%
建仓
CTVA
CORTEVA INC COM
+$140.4K
2,095
建仓
CARR
CARRIER GLOBAL CORPORATION COM
+$139.1K
2,633
建仓
XEL
XCEL ENERGY INC COM
+$136.7K
1,851
减持
MO
ALTRIA GROUP INC COM
-$136.2K
6,470
-16%
建仓
SLB
SLB LIMITED COM STK
+$135.1K
3,521
减持
HON
HONEYWELL INTL INC COM
-$134.7K
8,336
-0%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$133.9K
486
减持
JNJ
JOHNSON & JOHNSON COM
+$132.4K
6,977
-1%
建仓
MMM
3M CO COM
+$132.3K
826
建仓
LOW
LOWES COS INC COM
+$131.3K
544
建仓
RSG
REPUBLIC SVCS INC COM
+$131.0K
618
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$130.3K
2,276
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$129.1K
4,351
+1%
减持
PM
PHILIP MORRIS INTL INC COM
-$129.1K
5,148
-13%
减持
JBL
JABIL INC COM
-$127.4K
3,326
-18%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$126.2K
7,372
+23%
建仓
CNP
CENTERPOINT ENERGY INC COM
+$125.4K
3,270
建仓
EWJ
ISHARES MSCI JAPAN ETF
+$125.1K
1,549
建仓
NEM
NEWMONT CORP COM
+$124.4K
1,246
建仓
ETHV
VANECK ETHEREUM ETF
+$123.6K
2,845
建仓
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$123.6K
1,700
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$123.2K
2,252
建仓
PPL
PPL CORP COM
+$118.8K
3,392
建仓
UBER
UBER TECHNOLOGIES INC COM
+$117.9K
1,443
建仓
EMR
EMERSON ELEC CO COM
+$117.2K
883
建仓
EA
ELECTRONIC ARTS INC COM
+$115.2K
564
建仓
BKR
BAKER HUGHES COMPANY CL A
+$114.7K
2,519
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$111.0K
900
增持
MRK
MERCK & CO INC COM
+$109.6K
4,240
+6%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$109.6K
2,779
-7%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$109.6K
1,058
+2%
建仓
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
+$108.0K
2,402
建仓
CMI
CUMMINS INC COM
+$106.7K
209
建仓
SAP
SAP SE SPON ADR
+$104.6K
431
增持
AMGN
AMGEN INC COM
+$104.5K
2,091
+2%
建仓
VBR
VANGUARD SMALL CAP VALUE ETF
+$104.3K
492
建仓
MPWR
MONOLITHIC PWR SYS INC COM
+$104.3K
115
