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 |
|---|---|---|---|---|---|---|---|---|
| RSG | REPUBLIC SVCS INC | $44.54万 | 0.02% | 2,034 | 816 | 67.0% | $17.87万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $45.08万 | 0.02% | 13,509 | 5,471 | 68.1% | $18.26万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $45.15万 | 0.02% | 8,922 | 1,264 | 16.5% | $6.40万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $45.44万 | 0.02% | 36,035 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $45.48万 | 0.02% | 1,841 | 54 | 3.0% | $1.33万 | 加仓 |
| IEV | ISHARES TR | $45.75万 | 0.02% | 6,734 | 6,734 | — | $45.75万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $46.18万 | 0.02% | 3,761 | 1,534 | 68.9% | $18.83万 | 加仓 |
| BA | BOEING CO | $46.21万 | 0.02% | 2,322 | 434 | 23.0% | $8.64万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $46.28万 | 0.02% | 18,660 | 9,447 | 102.5% | $23.43万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $46.34万 | 0.02% | 10,929 | 10,929 | — | $46.34万 | 新建仓 |
| KEY | KEYCORP | $46.59万 | 0.02% | 23,237 | 5,484 | 30.9% | $11.00万 | 加仓 |
| WFC | WELLS FARGO & CO | $46.74万 | 0.02% | 5,871 | 417 | 7.6% | $3.32万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $46.87万 | 0.02% | 4,175 | 4,175 | — | $46.87万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $47.24万 | 0.02% | 5,860 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MASS QUALITY MUN INC | $47.36万 | 0.02% | 38,469 | 18,588 | 93.5% | $22.88万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $47.64万 | 0.02% | 6,173 | 6,173 | — | $47.64万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $47.79万 | 0.02% | 3,646 | 1,082 | 42.2% | $14.18万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $48.18万 | 0.02% | 4,392 | 765 | 21.1% | $8.39万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $48.48万 | 0.02% | 802 | -14 | -1.7% | -$8,463 | 减仓 |
| XBIL | RBB FD INC | $48.50万 | 0.02% | 9,693 | -2,938 | -23.3% | -$14.70万 | 减仓 |
| R | RYDER SYS INC | $48.74万 | 0.02% | 2,381 | 6 | 0.3% | $1,228 | 加仓 |
| FDX | FEDEX CORP | $48.78万 | 0.02% | 1,369 | 199 | 17.0% | $7.09万 | 加仓 |
| VVR | INVESCO SR INCOME TR | $49.07万 | 0.02% | 152,394 | -128,880 | -45.8% | -$41.50万 | 减仓 |
| MO | ALTRIA GROUP INC | $49.13万 | 0.02% | 7,444 | 2,115 | 39.7% | $13.96万 | 加仓 |
| MDT | MEDTRONIC PLC | $49.70万 | 0.02% | 5,736 | 2,441 | 74.1% | $21.15万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $50.18万 | 0.02% | 49,338 | 108 | 0.2% | $1,098 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $50.26万 | 0.02% | 14,927 | -322 | -2.1% | -$1.08万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $50.32万 | 0.02% | 8,894 | 3 | 0.0% | $170 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $50.47万 | 0.02% | 12,341 | 12,341 | — | $50.47万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $50.56万 | 0.02% | 3,861 | 389 | 11.2% | $5.09万 | 加仓 |
| IBDW | ISHARES TR | $51.30万 | 0.02% | 24,510 | 1,153 | 4.9% | $2.41万 | 加仓 |
| SGOV | ISHARES TR | $51.40万 | 0.02% | 5,106 | 5,106 | — | $51.40万 | 新建仓 |
| XYL | XYLEM INC | $52.08万 | 0.02% | 4,358 | 15 | 0.3% | $1,792 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $52.18万 | 0.02% | 7,179 | 7,179 | — | $52.18万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $52.39万 | 0.02% | 18,017 | 10,513 | 140.1% | $30.57万 | 加仓 |
| SBUX | STARBUCKS CORP | $52.99万 | 0.02% | 5,914 | 1,126 | 23.5% | $10.09万 | 加仓 |
| KO | COCA COLA CO | $53.19万 | 0.02% | 6,994 | 2,789 | 66.3% | $21.21万 | 加仓 |
| BIL | SPDR SERIES TRUST | $53.38万 | 0.02% | 5,825 | 1,318 | 29.2% | $12.08万 | 加仓 |
| UBS | UBS GROUP AG | $53.50万 | 0.02% | 13,693 | -297 | -2.1% | -$1.16万 | 减仓 |
| TXN | TEXAS INSTRS INC | $53.58万 | 0.02% | 2,760 | 1,131 | 69.4% | $21.96万 | 加仓 |
| RY | ROYAL BK CDA | $53.73万 | 0.02% | 3,321 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $53.79万 | 0.02% | 426 | 153 | 56.0% | $19.32万 | 加仓 |
| IHI | ISHARES TR | $53.79万 | 0.02% | 10,083 | -58 | -0.6% | -$3,094 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $53.85万 | 0.02% | 25,600 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $54.51万 | 0.02% | 1,899 | 726 | 61.9% | $20.84万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $54.55万 | 0.02% | 2,751 | -262 | -8.7% | -$5.20万 | 减仓 |
| FDMO | FIDELITY COVINGTON TRUST | $54.56万 | 0.02% | 6,811 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $54.59万 | 0.02% | 21,778 | 5,087 | 30.5% | $12.75万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $55.41万 | 0.02% | 1,171 | 15 | 1.3% | $7,098 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $55.43万 | 0.02% | 2,130 | 888 | 71.5% | $23.11万 | 加仓 |
| BLK | BLACKROCK INC | $55.84万 | 0.02% | 581 | 71 | 13.9% | $6.82万 | 加仓 |
| IGRO | ISHARES TR | $56.66万 | 0.02% | 6,764 | -96 | -1.4% | -$8,042 | 减仓 |
| HDV | ISHARES TR | $56.83万 | 0.02% | 4,187 | -15,143 | -78.3% | -$205.54万 | 减仓 |
| COR | CENCORA INC | $56.97万 | 0.02% | 1,813 | 1,014 | 126.9% | $31.86万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $57.38万 | 0.02% | 8,735 | 8,735 | — | $57.38万 | 新建仓 |
| QYLD | GLOBAL X FDS | $57.56万 | 0.02% | 33,560 | 7,130 | 27.0% | $12.23万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $58.78万 | 0.02% | 12,987 | -15,660 | -54.7% | -$70.88万 | 减仓 |
| EMR | EMERSON ELEC CO | $59.34万 | 0.02% | 4,529 | 4,529 | — | $59.34万 | 新建仓 |
| CRH | CRH PLC | $59.60万 | 0.02% | 5,670 | 5,670 | — | $59.60万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $60.04万 | 0.02% | 26,126 | 26,126 | — | $60.04万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $60.49万 | 0.02% | 8,409 | -2,040 | -19.5% | -$14.67万 | 减仓 |
| ACWI | ISHARES TR | $60.77万 | 0.02% | 4,392 | 4,392 | — | $60.77万 | 新建仓 |
| O | REALTY INCOME CORP | $61.21万 | 0.02% | 10,004 | 2,746 | 37.8% | $16.80万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $61.44万 | 0.03% | 37,325 | 9,235 | 32.9% | $15.20万 | 加仓 |
| BIIB | BIOGEN INC | $61.68万 | 0.03% | 3,364 | 34 | 1.0% | $6,234 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $61.98万 | 0.03% | 16,133 | -3,196 | -16.5% | -$12.28万 | 减仓 |
| DDOG | DATADOG INC | $62.06万 | 0.03% | 5,257 | 212 | 4.2% | $2.50万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.23万 | 0.03% | 2,300 | 1,617 | 236.7% | $43.75万 | 加仓 |
| MOAT | VANECK ETF TRUST | $62.42万 | 0.03% | 6,455 | 339 | 5.5% | $3.28万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $62.69万 | 0.03% | 3,109 | -16 | -0.5% | -$3,226 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $62.91万 | 0.03% | 2,157 | 47 | 2.2% | $1.37万 | 加仓 |
| SO | SOUTHERN CO | $63.38万 | 0.03% | 6,567 | 2,424 | 58.5% | $23.40万 | 加仓 |
| HYG | ISHARES TR | $63.64万 | 0.03% | 7,999 | 479 | 6.4% | $3.81万 | 加仓 |
| AIQ | GLOBAL X FDS | $63.81万 | 0.03% | 13,672 | 8,054 | 143.4% | $37.59万 | 加仓 |
| XYLD | GLOBAL X FDS | $63.84万 | 0.03% | 16,315 | 3,163 | 24.0% | $12.38万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $64.18万 | 0.03% | 25,250 | 25,250 | — | $64.18万 | 新建仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $64.47万 | 0.03% | 25,938 | 25,938 | — | $64.47万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $65.04万 | 0.03% | 19,392 | 19,392 | — | $65.04万 | 新建仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $65.36万 | 0.03% | 29,962 | 29,962 | — | $65.36万 | 新建仓 |
| XT | ISHARES TR | $65.49万 | 0.03% | 9,610 | -1,668 | -14.8% | -$11.37万 | 减仓 |
| AMGN | AMGEN INC | $65.52万 | 0.03% | 1,862 | 431 | 30.1% | $15.16万 | 加仓 |
| IWS | ISHARES TR | $65.62万 | 0.03% | 4,502 | 657 | 17.1% | $9.58万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $66.18万 | 0.03% | 1,073 | 147 | 15.9% | $9.07万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $66.75万 | 0.03% | 31,968 | 31,968 | — | $66.75万 | 新建仓 |
| EAGG | ISHARES TR | $66.93万 | 0.03% | 14,076 | 14,076 | — | $66.93万 | 新建仓 |
| QQQE | DIREXION SHARES ETF TRUST | $67.53万 | 0.03% | 6,854 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $67.96万 | 0.03% | 3,584 | 880 | 32.5% | $16.69万 | 加仓 |
| TJX | TJX COS INC NEW | $70.73万 | 0.03% | 4,429 | 96 | 2.2% | $1.53万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $70.82万 | 0.03% | 2,096 | 102 | 5.1% | $3.45万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $71.35万 | 0.03% | 6,015 | 277 | 4.8% | $3.29万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $72.34万 | 0.03% | 7,046 | 415 | 6.3% | $4.26万 | 加仓 |
| EEM | ISHARES TR | $72.40万 | 0.03% | 12,749 | 2,848 | 28.8% | $16.17万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $72.73万 | 0.03% | 7,718 | -39 | -0.5% | -$3,675 | 减仓 |
| CB | CHUBB LTD SWITZ | $72.94万 | 0.03% | 2,238 | 1,239 | 124.0% | $40.38万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $73.75万 | 0.03% | 37,761 | 1,748 | 4.9% | $3.41万 | 加仓 |
| D | DOMINION ENERGY INC | $75.29万 | 0.03% | 12,180 | 3,571 | 41.5% | $22.08万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $75.66万 | 0.03% | 32,584 | 14,102 | 76.3% | $32.74万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $76.08万 | 0.03% | 30,691 | 30,691 | — | $76.08万 | 新建仓 |
| COP | CONOCOPHILLIPS | $76.32万 | 0.03% | 5,782 | 1,454 | 33.6% | $19.19万 | 加仓 |
| BSVO | EA SERIES TRUST | $76.40万 | 0.03% | 30,113 | 3,285 | 12.2% | $8.33万 | 加仓 |