SAX WEALTH ADVISORS, LLC
PARSIPPANY NJ · SEC CIK 0001846150
$20.64亿2026Q1 申报市值
482持仓数
46.5%前十大占比 · 第一大 13.9%
0 / 6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
AZN 加仓+$5.07万
UAL 加仓+$3.35万
2026Q1 卖出最多 按季末市值估算
BRK/A 减仓-$2,641.80万
BIL 减仓-$1,071.95万
BRK/B 减仓-$202.77万
AAPL 减仓-$185.87万
FBND 减仓-$168.99万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EOG | EOG RES INC | $29.69万 | 0.01% | 2,828 | -112 | -3.8% | -$1.18万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $29.80万 | 0.01% | 4,161 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $29.91万 | 0.01% | 926 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $30.04万 | 0.01% | 1,842 | 0 | 0.0% | — | 不变 |
| JOF | JAPAN SMALLER CAPITALIZATION | $30.17万 | 0.01% | 27,225 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $30.30万 | 0.01% | 9,451 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $30.31万 | 0.01% | 4,851 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $30.57万 | 0.01% | 2,709 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $30.59万 | 0.01% | 1,242 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $30.62万 | 0.01% | 2,738 | 300 | 12.3% | $3.35万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $30.66万 | 0.01% | 2,498 | -238 | -8.7% | -$2.92万 | 减仓 |
| MO | ALTRIA GROUP INC | $30.73万 | 0.01% | 5,329 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL ETF TRUST | $30.86万 | 0.01% | 9,570 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $31.02万 | 0.02% | 468 | -19 | -3.9% | -$1.26万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $31.04万 | 0.02% | 6,817 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $31.18万 | 0.02% | 999 | -18 | -1.8% | -$5,618 | 减仓 |
| MCO | MOODYS CORP | $31.37万 | 0.02% | 614 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $31.53万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $31.65万 | 0.02% | 3,295 | -86 | -2.5% | -$8,261 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $32.20万 | 0.02% | 6,510 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $32.26万 | 0.02% | 7,795 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $32.47万 | 0.02% | 697 | -49 | -6.6% | -$2.28万 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $32.78万 | 0.02% | 31,430 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $32.82万 | 0.02% | 1,529 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $32.93万 | 0.02% | 3,677 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $33.24万 | 0.02% | 1,292 | -62 | -4.6% | -$1.60万 | 减仓 |
| PKG | PACKAGING CORP AMER | $33.39万 | 0.02% | 1,619 | -23 | -1.4% | -$4,743 | 减仓 |
| FDX | FEDEX CORP | $33.80万 | 0.02% | 1,170 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $33.86万 | 0.02% | 14,084 | -122 | -0.9% | -$2,933 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $33.87万 | 0.02% | 1,173 | -23 | -1.9% | -$6,641 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $33.87万 | 0.02% | 3,498 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $33.93万 | 0.02% | 1,749 | -27 | -1.5% | -$5,239 | 减仓 |
| DLN | WISDOMTREE TR | $34.10万 | 0.02% | 3,871 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $35.31万 | 0.02% | 1,960 | -900 | -31.5% | -$16.21万 | 减仓 |
| ZTS | ZOETIS INC | $35.35万 | 0.02% | 2,810 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $35.56万 | 0.02% | 8,051 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $36.13万 | 0.02% | 4,143 | -259 | -5.9% | -$2.26万 | 减仓 |
| — | JOHN HANCOCK DIVERSIFIED INC | $36.50万 | 0.02% | 33,953 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $36.64万 | 0.02% | 17,753 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $36.75万 | 0.02% | 3,149 | -119 | -3.6% | -$1.39万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $36.81万 | 0.02% | 11,682 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $37.52万 | 0.02% | 1,830 | -105 | -5.4% | -$2.15万 | 减仓 |
| IBMQ | ISHARES TR | $37.60万 | 0.02% | 14,702 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $37.69万 | 0.02% | 3,622 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $38.06万 | 0.02% | 273 | -100 | -26.8% | -$13.94万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $38.16万 | 0.02% | 7,366 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $38.17万 | 0.02% | 925 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $38.31万 | 0.02% | 15,089 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $38.33万 | 0.02% | 6,619 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $38.39万 | 0.02% | 1,660 | -80 | -4.6% | -$1.85万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $38.74万 | 0.02% | 7,658 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $38.75万 | 0.02% | 13,234 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $39.11万 | 0.02% | 15,255 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $39.30万 | 0.02% | 1,856 | -56 | -2.9% | -$1.19万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.48万 | 0.02% | 816 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $39.63万 | 0.02% | 7,346 | -137 | -1.8% | -$7,390 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $39.89万 | 0.02% | 4,643 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $40.04万 | 0.02% | 2,341 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $40.07万 | 0.02% | 12,234 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $40.32万 | 0.02% | 4,788 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $40.52万 | 0.02% | 4,328 | -216 | -4.8% | -$2.02万 | 减仓 |
| EWJ | ISHARES INC | $40.52万 | 0.02% | 5,019 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $40.70万 | 0.02% | 3,472 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $40.91万 | 0.02% | 7,258 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $40.99万 | 0.02% | 1,888 | -57 | -2.9% | -$1.24万 | 减仓 |
| BIL | SPDR SERIES TRUST | $41.19万 | 0.02% | 4,507 | -117,307 | -96.3% | -$1,071.95万 | 减仓 |
| SPGI | S&P GLOBAL INC | $41.28万 | 0.02% | 790 | -29 | -3.5% | -$1.52万 | 减仓 |
| — | BANK AMERICA CORP | $41.32万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| OBIL | RBB FD INC | $41.68万 | 0.02% | 8,305 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $41.82万 | 0.02% | 6,221 | -58 | -0.9% | -$3,899 | 减仓 |
| SUSB | ISHARES TR | $42.13万 | 0.02% | 16,691 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $42.35万 | 0.02% | 6,505 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $42.47万 | 0.02% | 2,653 | -77 | -2.8% | -$1.23万 | 减仓 |
| FTNT | FORTINET INC | $42.49万 | 0.02% | 5,351 | -160 | -2.9% | -$1.27万 | 减仓 |
| TLH | ISHARES TR | $43.09万 | 0.02% | 4,238 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $43.19万 | 0.02% | 18,482 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $43.53万 | 0.02% | 4,383 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $43.55万 | 0.02% | 4,524 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $43.57万 | 0.02% | 67,552 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $43.99万 | 0.02% | 16,036 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $44.16万 | 0.02% | 3,627 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $44.19万 | 0.02% | 21,842 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $44.40万 | 0.02% | 5,860 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $44.56万 | 0.02% | 5,687 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $45.11万 | 0.02% | 1,983 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $45.21万 | 0.02% | 3,998 | -2,300 | -36.5% | -$26.01万 | 减仓 |
| R | RYDER SYS INC | $45.46万 | 0.02% | 2,375 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $45.91万 | 0.02% | 86 | -18 | -17.3% | -$9.61万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $46.45万 | 0.02% | 36,035 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $46.70万 | 0.02% | 26,430 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $46.81万 | 0.02% | 7,408 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $46.84万 | 0.02% | 1,431 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $46.90万 | 0.02% | 28,090 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $47.02万 | 0.02% | 3,866 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $47.50万 | 0.02% | 6,842 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $48.65万 | 0.02% | 9,762 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $49.40万 | 0.02% | 23,357 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $50.23万 | 0.02% | 15,249 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $50.27万 | 0.02% | 6,255 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $50.27万 | 0.02% | 20,190 | 0 | 0.0% | — | 不变 |