Axiom Financial Strategies, LLC
NEW ALBANY IN · SEC CIK 0001831985
$2.84亿2026Q1 申报市值
32持仓数
93.9%前十大占比 · 第一大 21.7%
3 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FLMI 新建仓+$3,312.58万
RSP 加仓+$2,281.87万
IVV 加仓+$1,711.93万
VOT 加仓+$1,007.83万
SPHB 加仓+$955.23万
2026Q1 卖出最多 按季末市值估算
VO 清仓-$1,137.83万
VXUS 清仓-$1,068.39万
VGT 清仓-$1,058.43万
PTIN 清仓-$653.50万
VWO 清仓-$583.82万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $6,157.98万 | 21.68% | 320,862 | 118,897 | 58.9% | $2,281.87万 | 加仓 |
| IVV | ISHARES TR | $5,882.74万 | 20.71% | 90,059 | 26,208 | 41.0% | $1,711.93万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $3,312.58万 | 11.66% | 1,336,255 | 1,336,255 | — | $3,312.58万 | 新建仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $2,463.40万 | 8.67% | 212,453 | 82,383 | 63.3% | $955.23万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2,302.40万 | 8.10% | 89,466 | 39,162 | 77.9% | $1,007.83万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,052.93万 | 7.23% | 241,977 | 100,218 | 70.7% | $850.25万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $1,979.98万 | 6.97% | 399,835 | 167,171 | 71.9% | $827.83万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $1,380.25万 | 4.86% | 512,912 | 239,224 | 87.4% | $643.75万 | 加仓 |
| — | UNITED STS COMMODITY INDEX F | $603.72万 | 2.13% | 63,338 | -23,350 | -26.9% | -$222.57万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $545.44万 | 1.92% | 113,680 | 113,680 | — | $545.44万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $425.93万 | 1.50% | 145,965 | 1,176 | 0.8% | $3.43万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $249.59万 | 0.88% | 45,089 | -583 | -1.3% | -$3.23万 | 减仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $173.83万 | 0.61% | 13,375 | 7,517 | 128.3% | $97.70万 | 加仓 |
| SMLF | ISHARES TR | $171.67万 | 0.60% | 22,741 | 12,553 | 123.2% | $94.76万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $130.79万 | 0.46% | 17,087 | 338 | 2.0% | $2.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.55万 | 0.23% | 1,368 | 104 | 8.2% | $4.98万 | 加仓 |
| GOOGL | ALPHABET INC | $47.79万 | 0.17% | 1,662 | 186 | 12.6% | $5.35万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $40.13万 | 0.14% | 2,200 | 388 | 21.4% | $7.08万 | 加仓 |
| USB | US BANCORP | $38.48万 | 0.14% | 7,398 | 1,381 | 23.0% | $7.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $37.36万 | 0.13% | 1,270 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $36.65万 | 0.13% | 990 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $36.59万 | 0.13% | 27,084 | 4,492 | 19.9% | $6.07万 | 加仓 |
| META | META PLATFORMS INC | $34.79万 | 0.12% | 608 | 81 | 15.4% | $4.63万 | 加仓 |
| — | COTERRA ENERGY INC | $30.95万 | 0.11% | 8,808 | 1,021 | 13.1% | $3.59万 | 加仓 |
| AMZN | AMAZON COM INC | $29.76万 | 0.10% | 1,429 | 192 | 15.5% | $4.00万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $29.19万 | 0.10% | 7,887 | 641 | 8.8% | $2.37万 | 加仓 |
| CVS | CVS HEALTH CORP | $28.17万 | 0.10% | 3,922 | 284 | 7.8% | $2.04万 | 加仓 |
| WFC | WELLS FARGO & CO | $25.61万 | 0.09% | 3,217 | 431 | 15.5% | $3.43万 | 加仓 |
| TSN | TYSON FOODS INC | $25.55万 | 0.09% | 3,988 | 3,988 | — | $25.55万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $24.87万 | 0.09% | 1,281 | 167 | 15.0% | $3.24万 | 重新持有 |
| VT | VANGUARD INTL EQUITY INDEX F | $23.60万 | 0.08% | 1,706 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $20.66万 | 0.07% | 814 | -191 | -19.0% | -$4.85万 | 减仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -39,206 | -100.0% | -$1,137.83万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -141,621 | -100.0% | -$1,068.39万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -14,042 | -100.0% | -$1,058.43万 | 清仓 |
| PTIN | PACER FDS TR | $0 | 0.00% | 0 | -207,789 | -100.0% | -$653.50万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -108,597 | -100.0% | -$583.82万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -28,817 | -100.0% | -$384.68万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -19,022 | -100.0% | -$368.33万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -12,295 | -100.0% | -$353.91万 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -11,101 | -100.0% | -$331.24万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -11,701 | -100.0% | -$301.81万 | 清仓 |
| OUSM | ALPS ETF TR | $0 | 0.00% | 0 | -51,012 | -100.0% | -$223.13万 | 清仓 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -5,455 | -100.0% | -$214.89万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -14,244 | -100.0% | -$179.36万 | 清仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $0 | 0.00% | 0 | -26,368 | -100.0% | -$127.44万 | 清仓 |
| VAW | VANGUARD WORLD FD | $0 | 0.00% | 0 | -5,848 | -100.0% | -$121.37万 | 清仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -4,383 | -100.0% | -$92.59万 | 清仓 |
| ZECP | ZACKS TRUST | $0 | 0.00% | 0 | -20,873 | -100.0% | -$72.55万 | 清仓 |
| VPU | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,337 | -100.0% | -$61.75万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -1,328 | -100.0% | -$34.13万 | 清仓 |
| — | ZACKS TRUST | $0 | 0.00% | 0 | -11,997 | -100.0% | -$31.82万 | 清仓 |
| SMIZ | ZACKS TRUST | $0 | 0.00% | 0 | -7,614 | -100.0% | -$28.16万 | 清仓 |