SAX WEALTH ADVISORS, LLC
PARSIPPANY NJ · SEC CIK 0001846150
$24.49亿2026Q2 申报市值
537持仓数
42.3%前十大占比 · 第一大 12.3%
81 / 27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
DFUS 加仓+$2,722.43万
BND 加仓+$2,604.84万
VTI 加仓+$2,381.53万
FBND 加仓+$2,248.03万
BSV 加仓+$1,669.29万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$2,289.44万
VO 减仓-$497.97万
VOOG 减仓-$450.47万
VUG 减仓-$383.54万
TFLO 减仓-$207.55万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| — | NUVEEN NEW JERSEY QULT MUN F | $0 | 0.00% | 0 | -128,142 | -100.0% | -$161.97万 | 清仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -38,208 | -100.0% | -$115.54万 | 清仓 |
| BOXX | EA SERIES TRUST | $0 | 0.00% | 0 | -7,188 | -100.0% | -$82.73万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -3,364 | -100.0% | -$65.63万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -5,696 | -100.0% | -$60.20万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,341 | -100.0% | -$56.48万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -1,273 | -100.0% | -$51.09万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -5,351 | -100.0% | -$42.49万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -468 | -100.0% | -$31.02万 | 清仓 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | -1,957 | -100.0% | -$29.15万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,465 | -100.0% | -$25.52万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,117 | -100.0% | -$25.44万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,748 | -100.0% | -$25.26万 | 清仓 |
| XJH | ISHARES TR | $0 | 0.00% | 0 | -5,489 | -100.0% | -$24.51万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -4,497 | -100.0% | -$24.31万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,300 | -100.0% | -$24.13万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -12,652 | -100.0% | -$23.05万 | 清仓 |
| USXF | ISHARES TR | $0 | 0.00% | 0 | -3,888 | -100.0% | -$22.39万 | 清仓 |
| — | OSPREY BITCOIN TR | $0 | 0.00% | 0 | -7,754 | -100.0% | -$21.84万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -598 | -100.0% | -$20.93万 | 清仓 |
| SMIN | ISHARES TR | $0 | 0.00% | 0 | -2,986 | -100.0% | -$20.88万 | 清仓 |
| KE | KIMBALL ELECTRONICS INC | $0 | 0.00% | 0 | -7,475 | -100.0% | -$20.80万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -12,480 | -100.0% | -$20.58万 | 清仓 |
| EUSB | ISHARES TR | $0 | 0.00% | 0 | -4,667 | -100.0% | -$20.49万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -6,405 | -100.0% | -$20.15万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -12,461 | -100.0% | -$18.69万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -35,405 | -100.0% | -$16.99万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $1.57万 | 0.00% | 88 | -2,062 | -95.9% | -$36.75万 | 减仓 |
| OPK | OPKO HEALTH INC | $2.29万 | 0.00% | 20,050 | -138 | -0.7% | -$157 | 减仓 |
| NXH | BED BATH & BEYOND INC | $6.92万 | 0.00% | 14,924 | -4,869 | -24.6% | -$2.26万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $9.30万 | 0.00% | 16,760 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $10.24万 | 0.00% | 20,076 | 20,076 | — | $10.24万 | 新建仓 |
| — | EATON VANCE MUN INCOME TR | $14.03万 | 0.01% | 13,481 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $14.21万 | 0.01% | 13,059 | -3,300 | -20.2% | -$3.59万 | 减仓 |
| — | NUVEEN SELECT MAT MUN FD | $14.37万 | 0.01% | 15,202 | -3,038 | -16.7% | -$2.87万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $16.04万 | 0.01% | 18,527 | -72 | -0.4% | -$624 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $16.12万 | 0.01% | 14,091 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $16.30万 | 0.01% | 14,819 | 247 | 1.7% | $2,717 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $16.56万 | 0.01% | 12,583 | 12,583 | — | $16.56万 | 新建仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $18.30万 | 0.01% | 15,815 | -1,528 | -8.8% | -$1.77万 | 减仓 |
| F | FORD MTR CO | $19.61万 | 0.01% | 16,991 | 165 | 1.0% | $1,904 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $20.16万 | 0.01% | 1,392 | 23 | 1.7% | $3,331 | 加仓 |
| SHM | SPDR SERIES TRUST | $20.25万 | 0.01% | 4,233 | 4,233 | — | $20.25万 | 新建仓 |
| TGT | TARGET CORP | $20.29万 | 0.01% | 1,674 | 1,674 | — | $20.29万 | 新建仓 |
| DMLP | DORCHESTER MINERALS L P | $20.32万 | 0.01% | 7,500 | -1,550 | -17.1% | -$4.20万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $20.38万 | 0.01% | 941 | 941 | — | $20.38万 | 新建仓 |
| — | BLACKSTONE LONG SHORT CR INC | $20.48万 | 0.01% | 18,787 | -232 | -1.2% | -$2,529 | 减仓 |
| IYC | ISHARES TR | $20.59万 | 0.01% | 2,124 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $20.63万 | 0.01% | 2,182 | 2,182 | — | $20.63万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $20.87万 | 0.01% | 4,094 | 4,094 | — | $20.87万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.91万 | 0.01% | 8,782 | 244 | 2.9% | $5,810 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $21.07万 | 0.01% | 3,004 | 3,004 | — | $21.07万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $21.21万 | 0.01% | 591 | 591 | — | $21.21万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $21.24万 | 0.01% | 4,178 | 4,178 | — | $21.24万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $21.52万 | 0.01% | 4,575 | -988 | -17.8% | -$4.65万 | 减仓 |
| IGLB | ISHARES TR | $21.53万 | 0.01% | 4,338 | 4,338 | — | $21.53万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $21.74万 | 0.01% | 1,819 | -12,805 | -87.6% | -$153.05万 | 减仓 |
| — | ISHARES ETHEREUM TR | $22.03万 | 0.01% | 13,919 | 13,919 | — | $22.03万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $22.27万 | 0.01% | 2,009 | 2,009 | — | $22.27万 | 新建仓 |
| ECL | ECOLAB INC | $22.29万 | 0.01% | 838 | 838 | — | $22.29万 | 新建仓 |
| USRT | ISHARES TR | $22.30万 | 0.01% | 3,767 | 3,767 | — | $22.30万 | 新建仓 |
| — | WELLS FARGO & CO | $22.52万 | 0.01% | 195 | -32 | -14.1% | -$3.70万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $22.79万 | 0.01% | 2,218 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $22.80万 | 0.01% | 6,295 | -137 | -2.1% | -$4,962 | 减仓 |
| WULF | TERAWULF INC | $23.30万 | 0.01% | 16,145 | -3 | -0.0% | -$43 | 减仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $23.32万 | 0.01% | 21,395 | -5,830 | -21.4% | -$6.35万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $23.40万 | 0.01% | 5,217 | 42 | 0.8% | $1,884 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $23.47万 | 0.01% | 1,445 | 1,445 | — | $23.47万 | 新建仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $23.52万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $23.70万 | 0.01% | 2,831 | 2,831 | — | $23.70万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $23.71万 | 0.01% | 4,292 | 4,292 | — | $23.71万 | 新建仓 |
| — | WISDOMTREE TR | $23.80万 | 0.01% | 2,057 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $23.97万 | 0.01% | 2,172 | 2,172 | — | $23.97万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $24.09万 | 0.01% | 8,389 | 8,389 | — | $24.09万 | 新建仓 |
| DOW | DOW HLDGS INC | $24.24万 | 0.01% | 5,820 | 5,820 | — | $24.24万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $24.37万 | 0.01% | 13,522 | -8,320 | -38.1% | -$14.99万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $24.44万 | 0.01% | 316 | 14 | 4.6% | $1.08万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $24.49万 | 0.01% | 1,249 | 1,249 | — | $24.49万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $24.56万 | 0.01% | 2,892 | 2,892 | — | $24.56万 | 新建仓 |
| SLB | SLB LIMITED | $24.56万 | 0.01% | 4,780 | 4,780 | — | $24.56万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $24.57万 | 0.01% | 7,938 | -126 | -1.6% | -$3,901 | 减仓 |
| TRMB | TRIMBLE INC | $24.60万 | 0.01% | 3,771 | -1,916 | -33.7% | -$12.50万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.64万 | 0.01% | 882 | 882 | — | $24.64万 | 新建仓 |
| LZB | LA Z BOY INC | $24.67万 | 0.01% | 7,677 | 3 | 0.0% | $96 | 加仓 |
| AIZ | ASSURANT INC | $25.16万 | 0.01% | 1,155 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $25.16万 | 0.01% | 2,502 | 2,502 | — | $25.16万 | 新建仓 |
| MEAR | ISHARES U S ETF TR | $25.17万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $25.21万 | 0.01% | 1,518 | 1,518 | — | $25.21万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $25.24万 | 0.01% | 2,741 | 3 | 0.1% | $276 | 加仓 |
| SMTC | SEMTECH CORP | $25.34万 | 0.01% | 3,295 | 2 | 0.1% | $154 | 加仓 |
| IOO | ISHARES TR | $25.55万 | 0.01% | 2,112 | 2,112 | — | $25.55万 | 新建仓 |
| TMUS | T-MOBILE US INC | $25.82万 | 0.01% | 1,229 | 1,229 | — | $25.82万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $25.89万 | 0.01% | 609 | -181 | -22.9% | -$7.69万 | 减仓 |
| IUSG | ISHARES TR | $25.92万 | 0.01% | 1,671 | 1,671 | — | $25.92万 | 新建仓 |
| TCAF | T ROWE PRICE ETF INC | $25.99万 | 0.01% | 7,304 | 2,004 | 37.8% | $7.13万 | 加仓 |
| WM | WASTE MGMT INC DEL | $26.14万 | 0.01% | 1,138 | 62 | 5.8% | $1.42万 | 加仓 |
| MCO | MOODYS CORP | $26.28万 | 0.01% | 602 | -12 | -2.0% | -$5,239 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $26.56万 | 0.01% | 5,661 | -578 | -9.3% | -$2.71万 | 减仓 |
| YUM | YUM BRANDS INC | $26.80万 | 0.01% | 1,724 | 259 | 17.7% | $4.03万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $27.00万 | 0.01% | 1,312 | 1,312 | — | $27.00万 | 新建仓 |