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 |
|---|---|---|---|---|---|---|---|---|
| SUSL | ISHARES TR | $175.63万 | 0.07% | 15,460 | 8 | 0.1% | $909 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $176.36万 | 0.07% | 1,970 | 202 | 11.4% | $18.08万 | 加仓 |
| GLW | CORNING INC | $178.58万 | 0.07% | 13,134 | 196 | 1.5% | $2.67万 | 加仓 |
| IVW | ISHARES TR | $178.77万 | 0.07% | 15,805 | 4,046 | 34.4% | $45.76万 | 加仓 |
| PEP | PEPSICO INC | $179.67万 | 0.07% | 11,570 | -331 | -2.8% | -$5.14万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $183.28万 | 0.07% | 21,505 | 1,466 | 7.3% | $12.49万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $183.42万 | 0.07% | 24,423 | 8,547 | 53.8% | $64.19万 | 加仓 |
| IAU | ISHARES GOLD TR | $187.30万 | 0.08% | 21,246 | -1,242 | -5.5% | -$10.95万 | 减仓 |
| IQLT | ISHARES TR | $187.48万 | 0.08% | 40,553 | 789 | 2.0% | $3.65万 | 加仓 |
| V | VISA INC | $191.11万 | 0.08% | 6,323 | 511 | 8.8% | $15.45万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $191.22万 | 0.08% | 6,327 | 675 | 11.9% | $20.40万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $191.34万 | 0.08% | 74,684 | 42,254 | 130.3% | $108.25万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $195.00万 | 0.08% | 11,794 | 2,102 | 21.7% | $34.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $195.31万 | 0.08% | 82,585 | 57,571 | 230.2% | $136.16万 | 加仓 |
| GLD | SPDR GOLD TR | $200.13万 | 0.08% | 4,651 | 1,076 | 30.1% | $46.30万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $206.66万 | 0.08% | 23,299 | 4,774 | 25.8% | $42.35万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $207.23万 | 0.08% | 8,550 | 1,702 | 24.9% | $41.25万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $209.64万 | 0.09% | 24,337 | -44,525 | -64.7% | -$383.54万 | 减仓 |
| IBDU | ISHARES TR | $211.31万 | 0.09% | 90,845 | 1,497 | 1.7% | $3.48万 | 加仓 |
| OEF | ISHARES TR | $212.49万 | 0.09% | 6,681 | -402 | -5.7% | -$12.79万 | 减仓 |
| IWN | ISHARES TR | $215.58万 | 0.09% | 11,371 | 8,439 | 287.8% | $159.99万 | 加仓 |
| TFI | SPDR SERIES TRUST | $215.96万 | 0.09% | 47,630 | 16,631 | 53.7% | $75.41万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $216.09万 | 0.09% | 45,084 | 3,885 | 9.4% | $18.62万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $216.69万 | 0.09% | 16,547 | 535 | 3.3% | $7.01万 | 加仓 |
| IEMG | ISHARES INC | $219.90万 | 0.09% | 31,527 | 25,306 | 406.8% | $176.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $220.28万 | 0.09% | 30,561 | -3,503 | -10.3% | -$25.25万 | 减仓 |
| VO | VANGUARD INDEX FDS | $227.64万 | 0.09% | 7,927 | -17,341 | -68.6% | -$497.97万 | 减仓 |
| IWD | ISHARES TR | $228.52万 | 0.09% | 10,695 | 1,124 | 11.7% | $24.02万 | 加仓 |
| IXUS | ISHARES TR | $237.01万 | 0.10% | 27,356 | 18,382 | 204.8% | $159.26万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $239.56万 | 0.10% | 4,794 | 653 | 15.8% | $32.63万 | 加仓 |
| MGV | VANGUARD WORLD FD | $240.01万 | 0.10% | 16,558 | -2 | -0.0% | -$290 | 减仓 |
| NDAQ | NASDAQ INC | $240.85万 | 0.10% | 28,372 | -62 | -0.2% | -$5,263 | 减仓 |
| NEE | NEXTERA ENERGY INC | $245.17万 | 0.10% | 26,397 | 5,270 | 24.9% | $48.95万 | 加仓 |
| TSLA | TESLA INC | $251.37万 | 0.10% | 6,762 | 1,712 | 33.9% | $63.64万 | 加仓 |
| ABBV | ABBVIE INC | $251.84万 | 0.10% | 11,579 | 2,304 | 24.8% | $50.11万 | 加仓 |
| WMT | WALMART INC | $251.98万 | 0.10% | 20,275 | 5,674 | 38.9% | $70.52万 | 加仓 |
| DVY | ISHARES TR | $263.16万 | 0.11% | 17,381 | -157 | -0.9% | -$2.38万 | 减仓 |
| SUSA | ISHARES TR | $267.44万 | 0.11% | 20,245 | 56 | 0.3% | $7,398 | 加仓 |
| HD | HOME DEPOT INC | $267.76万 | 0.11% | 8,141 | -693 | -7.8% | -$22.79万 | 减仓 |
| SCZ | ISHARES TR | $269.83万 | 0.11% | 34,412 | 18,408 | 115.0% | $144.34万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $271.65万 | 0.11% | 78,625 | 78,625 | — | $271.65万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $278.43万 | 0.11% | 55,808 | 38,948 | 231.0% | $194.31万 | 加仓 |
| USMV | ISHARES TR | $281.57万 | 0.11% | 30,362 | 2,693 | 9.7% | $24.97万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $291.67万 | 0.12% | 104,729 | 506 | 0.5% | $1.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $293.59万 | 0.12% | 14,190 | 2,159 | 17.9% | $44.67万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $298.57万 | 0.12% | 3,529 | 2,110 | 148.7% | $178.52万 | 加仓 |
| GE | GE AEROSPACE | $301.43万 | 0.12% | 10,622 | 2,321 | 28.0% | $65.87万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $301.47万 | 0.12% | 14,490 | 3,315 | 29.7% | $68.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $307.24万 | 0.13% | 3,083 | 1,371 | 80.1% | $136.63万 | 加仓 |
| CAT | CATERPILLAR INC | $309.16万 | 0.13% | 4,364 | 1,096 | 33.5% | $77.64万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $310.91万 | 0.13% | 19,224 | 19,224 | — | $310.91万 | 新建仓 |
| NFLX | NETFLIX INC. | $331.94万 | 0.14% | 34,523 | 5,383 | 18.5% | $51.76万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $332.68万 | 0.14% | 15,313 | 13,457 | 725.1% | $292.35万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $341.74万 | 0.14% | 133,285 | 60,496 | 83.1% | $155.11万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $346.39万 | 0.14% | 26,064 | 516 | 2.0% | $6.86万 | 加仓 |
| MRK | MERCK & CO INC | $358.01万 | 0.15% | 29,762 | 2,034 | 7.3% | $24.47万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $359.92万 | 0.15% | 61,864 | 5,692 | 10.1% | $33.12万 | 加仓 |
| VB | VANGUARD INDEX FDS | $363.84万 | 0.15% | 13,891 | 2,006 | 16.9% | $52.54万 | 加仓 |
| AMAT | APPLIED MATLS INC | $370.04万 | 0.15% | 10,827 | 228 | 2.2% | $7.79万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $371.52万 | 0.15% | 65,547 | -339 | -0.5% | -$1.92万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $378.65万 | 0.15% | 129,986 | 104,227 | 404.6% | $303.61万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $380.66万 | 0.16% | 70,505 | 15,497 | 28.2% | $83.67万 | 加仓 |
| PHYL | PGIM ETF TR | $382.13万 | 0.16% | 110,347 | 6,331 | 6.1% | $21.92万 | 加仓 |
| AVGO | BROADCOM INC | $382.71万 | 0.16% | 12,365 | 3,045 | 32.7% | $94.25万 | 加仓 |
| TFLO | ISHARES TR | $383.73万 | 0.16% | 75,792 | -40,994 | -35.1% | -$207.55万 | 减仓 |
| IBDT | ISHARES TR | $391.92万 | 0.16% | 154,727 | 4,669 | 3.1% | $11.83万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $394.32万 | 0.16% | 108,718 | 2,767 | 2.6% | $10.04万 | 加仓 |
| VLUE | ISHARES TR | $403.97万 | 0.16% | 28,410 | -693 | -2.4% | -$9.85万 | 减仓 |
| ADI | ANALOG DEVICES INC | $408.66万 | 0.17% | 12,845 | 260 | 2.1% | $8.27万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $410.93万 | 0.17% | 21,412 | -2,035 | -8.7% | -$39.06万 | 减仓 |
| IEFA | ISHARES TR | $415.60万 | 0.17% | 45,907 | 19,120 | 71.4% | $173.09万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $418.90万 | 0.17% | 54,325 | 41,126 | 311.6% | $317.12万 | 加仓 |
| MUB | ISHARES TR | $423.31万 | 0.17% | 39,878 | 4,126 | 11.5% | $43.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $426.24万 | 0.17% | 8,895 | -101 | -1.1% | -$4.84万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $440.18万 | 0.18% | 143,009 | 2,800 | 2.0% | $8.62万 | 加仓 |
| VV | VANGUARD INDEX FDS | $457.69万 | 0.19% | 15,315 | 344 | 2.3% | $10.28万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $459.58万 | 0.19% | 129,351 | 67,040 | 107.6% | $238.19万 | 加仓 |
| HYDB | ISHARES TR | $469.13万 | 0.19% | 100,846 | -358 | -0.4% | -$1.67万 | 减仓 |
| META | META PLATFORMS INC | $474.03万 | 0.19% | 8,285 | 892 | 12.1% | $51.04万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $482.38万 | 0.20% | 43,666 | -9,071 | -17.2% | -$100.21万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $503.36万 | 0.21% | 102,873 | 155 | 0.2% | $7,584 | 加仓 |
| IWV | ISHARES TR | $505.23万 | 0.21% | 13,630 | 3,482 | 34.3% | $129.07万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $516.63万 | 0.21% | 138,878 | -23,078 | -14.2% | -$85.85万 | 减仓 |
| MCD | MCDONALDS CORP | $523.64万 | 0.21% | 16,849 | 874 | 5.5% | $27.16万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $535.48万 | 0.22% | 175,568 | 110,698 | 170.6% | $337.63万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $582.90万 | 0.24% | 147,795 | 1,986 | 1.4% | $7.83万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $584.62万 | 0.24% | 182,979 | -9,902 | -5.1% | -$31.64万 | 减仓 |
| MTUM | ISHARES TR | $599.98万 | 0.24% | 25,000 | -46 | -0.2% | -$1.10万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $617.74万 | 0.25% | 134,888 | 23,000 | 20.6% | $105.33万 | 加仓 |
| — | EXXON MOBIL CORP | $618.58万 | 0.25% | 36,460 | 6,159 | 20.3% | $104.49万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $618.96万 | 0.25% | 76,814 | 60,421 | 368.6% | $486.87万 | 加仓 |
| IUSB | ISHARES TR | $622.29万 | 0.25% | 134,724 | -11,510 | -7.9% | -$53.16万 | 减仓 |
| IBDS | ISHARES TR | $630.39万 | 0.26% | 260,060 | 2,055 | 0.8% | $4.98万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $632.10万 | 0.26% | 176,662 | 54,590 | 44.7% | $195.32万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $642.44万 | 0.26% | 75,724 | -1,903 | -2.5% | -$16.15万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $642.64万 | 0.26% | 152,212 | -42,320 | -21.8% | -$178.67万 | 减仓 |
| AGG | ISHARES TR | $661.19万 | 0.27% | 66,605 | 15,842 | 31.2% | $157.26万 | 加仓 |
| LQD | ISHARES TR | $704.64万 | 0.29% | 64,652 | 12,837 | 24.8% | $139.91万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $721.12万 | 0.29% | 287,299 | 287,299 | — | $721.12万 | 新建仓 |
| IVE | ISHARES TR | $736.86万 | 0.30% | 34,897 | -184 | -0.5% | -$3.89万 | 减仓 |