Axiom Financial Strategies, LLC
NEW ALBANY IN · SEC CIK 0001831985
$3.19亿2026Q2 申报市值
34持仓数
94.0%前十大占比 · 第一大 21.8%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
UNITED STS COMMO 加仓+$184.28万
RSP 加仓+$132.51万
AVDE 加仓+$72.63万
IVV 加仓+$66.35万
VOT 加仓+$65.52万
2026Q2 卖出最多 按季末市值估算
FLMI 减仓-$383.83万
HIMU 减仓-$75.13万
SPHB 减仓-$43.88万
COTERRA ENERGY I 清仓-$30.95万
SMLF 减仓-$25.43万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -8,808 | -100.0% | -$30.95万 | 清仓 |
| TECK | TECK RESOURCES LTD | $21.66万 | 0.07% | 3,642 | 3,642 | — | $21.66万 | 新建仓 |
| AAPL | APPLE INC | $23.06万 | 0.07% | 797 | -17 | -2.1% | -$4,919 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.19万 | 0.07% | 558 | 558 | — | $23.19万 | 新建仓 |
| TSN | TYSON FOODS INC | $23.30万 | 0.07% | 4,069 | 81 | 2.0% | $4,637 | 加仓 |
| WFC | WELLS FARGO & CO | $26.59万 | 0.08% | 3,217 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $26.87万 | 0.08% | 1,712 | 6 | 0.4% | $942 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $33.25万 | 0.10% | 8,046 | 8,046 | — | $33.25万 | 新建仓 |
| META | META PLATFORMS INC | $33.57万 | 0.11% | 596 | -12 | -2.0% | -$6,759 | 减仓 |
| MSFT | MICROSOFT CORP | $37.45万 | 0.12% | 1,004 | 14 | 1.4% | $5,222 | 加仓 |
| TXN | TEXAS INSTRS INC | $39.08万 | 0.12% | 1,311 | 30 | 2.3% | $8,942 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $39.47万 | 0.12% | 8,256 | 369 | 4.7% | $1.76万 | 加仓 |
| CVS | CVS HEALTH CORP | $41.14万 | 0.13% | 3,977 | 55 | 1.4% | $5,690 | 加仓 |
| AMZN | AMAZON COM INC | $41.64万 | 0.13% | 1,747 | 318 | 22.3% | $7.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $42.16万 | 0.13% | 1,288 | 18 | 1.4% | $5,892 | 加仓 |
| VTRS | VIATRIS INC | $43.40万 | 0.14% | 27,328 | 244 | 0.9% | $3,875 | 加仓 |
| USB | US BANCORP | $45.11万 | 0.14% | 7,468 | 70 | 0.9% | $4,228 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $47.17万 | 0.15% | 2,351 | 151 | 6.9% | $3.03万 | 加仓 |
| GOOGL | ALPHABET INC | $60.82万 | 0.19% | 1,702 | 40 | 2.4% | $1.43万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $68.45万 | 0.21% | 1,368 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $155.34万 | 0.49% | 17,677 | 590 | 3.5% | $5.18万 | 加仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $167.82万 | 0.53% | 11,742 | -1,633 | -12.2% | -$23.34万 | 减仓 |
| SMLF | ISHARES TR | $177.28万 | 0.56% | 19,888 | -2,853 | -12.5% | -$25.43万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $255.32万 | 0.80% | 46,270 | 1,181 | 2.6% | $6.52万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $431.14万 | 1.35% | 148,616 | 2,651 | 1.8% | $7.69万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $491.00万 | 1.54% | 98,593 | -15,087 | -13.3% | -$75.13万 | 减仓 |
| — | UNITED STS COMMODITY INDEX F | $771.04万 | 2.42% | 83,230 | 19,892 | 31.4% | $184.28万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $1,416.18万 | 4.44% | 507,955 | -4,957 | -1.0% | -$13.82万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,231.06万 | 6.99% | 250,119 | 8,142 | 3.4% | $72.63万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $2,279.43万 | 7.14% | 407,770 | 7,935 | 2.0% | $44.36万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2,805.87万 | 8.79% | 91,605 | 2,139 | 2.4% | $65.52万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $2,979.53万 | 9.34% | 1,183,760 | -152,495 | -11.4% | -$383.83万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $3,261.68万 | 10.22% | 209,633 | -2,820 | -1.3% | -$43.88万 | 减仓 |
| IVV | ISHARES TR | $6,810.81万 | 21.34% | 90,945 | 886 | 1.0% | $66.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,959.48万 | 21.81% | 327,090 | 6,228 | 1.9% | $132.51万 | 加仓 |