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 |
|---|---|---|---|---|---|---|---|---|
| IBDY | ISHARES TR | $27.24万 | 0.01% | 10,536 | 10,536 | — | $27.24万 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $27.27万 | 0.01% | 2,375 | 2,375 | — | $27.27万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $27.42万 | 0.01% | 3,957 | -41 | -1.0% | -$2,841 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $27.63万 | 0.01% | 2,864 | 2,864 | — | $27.63万 | 新建仓 |
| ITM | VANECK ETF TRUST | $27.73万 | 0.01% | 5,973 | 5,973 | — | $27.73万 | 新建仓 |
| SAH | SONIC AUTOMOTIVE INC | $27.83万 | 0.01% | 4,058 | 1 | 0.0% | $69 | 加仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $27.83万 | 0.01% | 19,419 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $27.87万 | 0.01% | 7,953 | -28 | -0.4% | -$981 | 减仓 |
| — | AMERICAN CENTY ETF TR | $27.99万 | 0.01% | 3,610 | -235 | -6.1% | -$1.82万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $28.00万 | 0.01% | 5,606 | -904 | -13.9% | -$4.52万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $28.44万 | 0.01% | 3,048 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $28.84万 | 0.01% | 23,487 | -307 | -1.3% | -$3,770 | 减仓 |
| APH | AMPHENOL CORP | $28.94万 | 0.01% | 2,290 | -543 | -19.2% | -$6.86万 | 重新持有 |
| SUSC | ISHARES TR | $28.96万 | 0.01% | 12,515 | 2,838 | 29.3% | $6.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $29.10万 | 0.01% | 4,308 | 4,308 | — | $29.10万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $29.19万 | 0.01% | 1,480 | 1,480 | — | $29.19万 | 新建仓 |
| IBDX | ISHARES TR | $29.19万 | 0.01% | 11,552 | 1,174 | 11.3% | $2.97万 | 加仓 |
| SDY | SPDR SERIES TRUST | $29.28万 | 0.01% | 2,006 | -28 | -1.4% | -$4,087 | 减仓 |
| ZTS | ZOETIS INC | $29.58万 | 0.01% | 2,503 | -307 | -10.9% | -$3.63万 | 减仓 |
| SHY | ISHARES TR | $29.66万 | 0.01% | 3,592 | 454 | 14.5% | $3.75万 | 加仓 |
| IWO | ISHARES TR | $30.03万 | 0.01% | 957 | 31 | 3.3% | $9,728 | 加仓 |
| ACWX | ISHARES TR | $30.23万 | 0.01% | 4,415 | 0 | 0.0% | — | 不变 |
| VLU | SPDR SERIES TRUST | $30.46万 | 0.01% | 1,417 | 1,417 | — | $30.46万 | 新建仓 |
| — | VANECK ETF TRUST | $30.78万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $30.93万 | 0.01% | 5,713 | -223 | -3.8% | -$1.21万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $31.06万 | 0.01% | 14,500 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $31.17万 | 0.01% | 10,682 | -2,552 | -19.3% | -$7.45万 | 减仓 |
| KLAC | KLA CORP | $31.34万 | 0.01% | 213 | 213 | — | $31.34万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $31.63万 | 0.01% | 4,409 | 248 | 6.0% | $1.78万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $31.68万 | 0.01% | 2,015 | 266 | 15.2% | $4.18万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $31.83万 | 0.01% | 8,646 | 8,646 | — | $31.83万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $31.89万 | 0.01% | 6,822 | 6,822 | — | $31.89万 | 新建仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $31.89万 | 0.01% | 15,492 | 15,492 | — | $31.89万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $32.04万 | 0.01% | 6,855 | 38 | 0.6% | $1,776 | 加仓 |
| CGNX | COGNEX CORP | $32.13万 | 0.01% | 6,558 | 6,558 | — | $32.13万 | 新建仓 |
| EFIV | SPDR SERIES TRUST | $32.25万 | 0.01% | 5,112 | -5,725 | -52.8% | -$36.11万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $32.34万 | 0.01% | 9,570 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $32.34万 | 0.01% | 1,755 | 1,755 | — | $32.34万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $32.45万 | 0.01% | 6,801 | 1,870 | 37.9% | $8.92万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $33.08万 | 0.01% | 3,363 | 917 | 37.5% | $9.02万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $33.20万 | 0.01% | 5,606 | -1,013 | -15.3% | -$6.00万 | 减仓 |
| ES | EVERSOURCE ENERGY | $33.55万 | 0.01% | 4,842 | 4,842 | — | $33.55万 | 新建仓 |
| QCOM | QUALCOMM INC | $33.67万 | 0.01% | 2,615 | 274 | 11.7% | $3.53万 | 加仓 |
| AOA | ISHARES TR | $34.31万 | 0.01% | 3,877 | 200 | 5.4% | $1.77万 | 加仓 |
| DLN | WISDOMTREE TR | $34.69万 | 0.01% | 3,883 | 12 | 0.3% | $1,072 | 加仓 |
| KVUE | KENVUE INC | $34.73万 | 0.01% | 20,147 | 5,276 | 35.5% | $9.10万 | 加仓 |
| PKG | PACKAGING CORP AMER | $34.74万 | 0.01% | 1,637 | 18 | 1.1% | $3,820 | 加仓 |
| OBIL | RBB FD INC | $34.78万 | 0.01% | 6,945 | -1,360 | -16.4% | -$6.81万 | 减仓 |
| — | ISHARES TR | $34.79万 | 0.01% | 8,583 | 788 | 10.1% | $3.19万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.81万 | 0.01% | 752 | 181 | 31.7% | $8.38万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $34.81万 | 0.01% | 1,014 | 344 | 51.3% | $11.81万 | 加仓 |
| MGK | VANGUARD WORLD FD | $35.35万 | 0.01% | 962 | -3,663 | -79.2% | -$134.61万 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $35.55万 | 0.01% | 31,430 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $35.60万 | 0.01% | 4,919 | 68 | 1.4% | $4,921 | 加仓 |
| PFE | PFIZER INC | $35.62万 | 0.01% | 12,687 | -7,503 | -37.2% | -$21.07万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $36.07万 | 0.01% | 2,588 | 90 | 3.6% | $1.25万 | 加仓 |
| URI | UNITED RENTALS INC | $36.40万 | 0.01% | 500 | 500 | — | $36.40万 | 新建仓 |
| ITA | ISHARES TR | $36.42万 | 0.01% | 1,665 | 136 | 8.9% | $2.97万 | 加仓 |
| — | JOHN HANCOCK DIVERSIFIED INC | $36.87万 | 0.02% | 33,953 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $37.43万 | 0.02% | 62,280 | -5,272 | -7.8% | -$3.17万 | 减仓 |
| IBMQ | ISHARES TR | $37.55万 | 0.02% | 14,707 | 5 | 0.0% | $128 | 加仓 |
| NOW | SERVICENOW INC | $37.63万 | 0.02% | 3,599 | -432 | -10.7% | -$4.52万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $37.86万 | 0.02% | 11,675 | -7 | -0.1% | -$227 | 减仓 |
| IBMP | ISHARES TR | $38.39万 | 0.02% | 15,089 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $38.57万 | 0.02% | 4,382 | -261 | -5.6% | -$2.30万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $38.79万 | 0.02% | 10,250 | 799 | 8.5% | $3.02万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $38.96万 | 0.02% | 1,864 | -119 | -6.0% | -$2.49万 | 减仓 |
| IBMO | ISHARES TR | $39.10万 | 0.02% | 15,255 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $39.18万 | 0.02% | 1,615 | -45 | -2.7% | -$1.09万 | 减仓 |
| TLH | ISHARES TR | $39.19万 | 0.02% | 3,891 | -347 | -8.2% | -$3.50万 | 减仓 |
| — | BANK AMERICA CORP | $39.32万 | 0.02% | 330 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $39.46万 | 0.02% | 1,712 | -118 | -6.4% | -$2.72万 | 减仓 |
| C | CITIGROUP INC | $39.73万 | 0.02% | 3,504 | 355 | 11.3% | $4.03万 | 加仓 |
| PSX | PHILLIPS 66 | $39.79万 | 0.02% | 2,184 | 373 | 20.6% | $6.80万 | 加仓 |
| IYH | ISHARES TR | $40.05万 | 0.02% | 6,497 | -8 | -0.1% | -$493 | 减仓 |
| IWR | ISHARES TR | $40.24万 | 0.02% | 4,139 | -385 | -8.5% | -$3.74万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $40.35万 | 0.02% | 16,633 | 16,633 | — | $40.35万 | 新建仓 |
| ESGE | ISHARES INC | $40.39万 | 0.02% | 8,882 | 831 | 10.3% | $3.78万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.40万 | 0.02% | 6,662 | -684 | -9.3% | -$4.15万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $40.52万 | 0.02% | 7,831 | 465 | 6.3% | $2.41万 | 加仓 |
| SHEL | SHELL PLC | $40.73万 | 0.02% | 4,379 | 401 | 10.1% | $3.73万 | 加仓 |
| AFL | AFLAC INC | $41.02万 | 0.02% | 3,739 | 1,514 | 68.0% | $16.61万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $41.34万 | 0.02% | 5,464 | 5,464 | — | $41.34万 | 新建仓 |
| NUE | NUCOR CORP | $41.34万 | 0.02% | 2,445 | 603 | 32.7% | $10.20万 | 加仓 |
| MMM | 3M CO | $41.73万 | 0.02% | 2,874 | 221 | 8.3% | $3.21万 | 加仓 |
| SYY | SYSCO CORP | $41.80万 | 0.02% | 5,859 | 1,883 | 47.4% | $13.43万 | 加仓 |
| EOG | EOG RES INC | $42.03万 | 0.02% | 2,907 | 79 | 2.8% | $1.14万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $42.29万 | 0.02% | 4,515 | 1,017 | 29.1% | $9.53万 | 加仓 |
| EWJ | ISHARES INC | $42.38万 | 0.02% | 5,019 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $42.45万 | 0.02% | 4,599 | 4,599 | — | $42.45万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $42.53万 | 0.02% | 6,935 | -473 | -6.4% | -$2.90万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $42.75万 | 0.02% | 901 | 20 | 2.3% | $9,489 | 加仓 |
| GRMN | GARMIN LTD | $42.95万 | 0.02% | 1,851 | 510 | 38.0% | $11.83万 | 加仓 |
| FAST | FASTENAL CO | $42.98万 | 0.02% | 9,262 | 3,663 | 65.4% | $17.00万 | 加仓 |
| DE | DEERE & CO | $43.03万 | 0.02% | 764 | 67 | 9.6% | $3.77万 | 加仓 |
| GWW | WW GRAINGER INC | $43.31万 | 0.02% | 397 | 104 | 35.5% | $11.34万 | 加仓 |
| DGRO | ISHARES TR | $43.40万 | 0.02% | 6,184 | -658 | -9.6% | -$4.62万 | 减仓 |
| HACK | AMPLIFY ETF TR | $43.59万 | 0.02% | 5,805 | -450 | -7.2% | -$3.38万 | 减仓 |
| ROST | ROSS STORES INC | $43.85万 | 0.02% | 2,024 | 64 | 3.3% | $1.39万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $44.42万 | 0.02% | 4,547 | 1,838 | 67.8% | $17.96万 | 加仓 |