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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $272.38万 | 0.13% | 10,599 | -79 | -0.7% | -$2.03万 | 减仓 |
| IGSB | ISHARES TR | $268.22万 | 0.13% | 50,722 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $260.53万 | 0.13% | 27,669 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $255.71万 | 0.12% | 8,301 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $251.07万 | 0.12% | 11,175 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $250.81万 | 0.12% | 34,064 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $247.53万 | 0.12% | 17,538 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $242.91万 | 0.12% | 7,083 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $239.64万 | 0.12% | 26,787 | -120 | -0.4% | -$1.07万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $236.38万 | 0.11% | 4,141 | -377 | -8.3% | -$21.52万 | 减仓 |
| MGV | VANGUARD WORLD FD | $233.76万 | 0.11% | 16,560 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $227.11万 | 0.11% | 5,050 | -210 | -4.0% | -$9.44万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $218.24万 | 0.11% | 27,692 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $214.72万 | 0.10% | 62,311 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $211.92万 | 0.10% | 9,275 | -533 | -5.4% | -$12.18万 | 减仓 |
| IBDU | ISHARES TR | $209.12万 | 0.10% | 89,348 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $203.83万 | 0.10% | 5,812 | -858 | -12.9% | -$30.09万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $202.84万 | 0.10% | 6,848 | -209 | -3.0% | -$6.19万 | 减仓 |
| IWD | ISHARES TR | $201.32万 | 0.10% | 9,571 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $198.46万 | 0.10% | 41,199 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $195.87万 | 0.09% | 72,789 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $192.08万 | 0.09% | 64,870 | -88 | -0.1% | -$2,606 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $191.74万 | 0.09% | 16,012 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $187.38万 | 0.09% | 15,452 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $187.22万 | 0.09% | 3,268 | -252 | -7.2% | -$14.44万 | 减仓 |
| CVX | CHEVRON CORP NEW | $183.37万 | 0.09% | 12,031 | -115 | -0.9% | -$1.75万 | 减仓 |
| VO | VANGUARD INDEX FDS | $183.34万 | 0.09% | 6,317 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $182.53万 | 0.09% | 22,488 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $180.73万 | 0.09% | 39,764 | -160 | -0.4% | -$7,272 | 减仓 |
| DSI | ISHARES TR | $176.22万 | 0.09% | 13,678 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $172.70万 | 0.08% | 13,047 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $170.81万 | 0.08% | 11,901 | -225 | -1.9% | -$3.23万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $170.76万 | 0.08% | 5,652 | -192 | -3.3% | -$5.80万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $169.61万 | 0.08% | 21,127 | -473 | -2.2% | -$3.80万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $163.93万 | 0.08% | 18,525 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $162.67万 | 0.08% | 14,601 | -2,285 | -13.5% | -$25.46万 | 减仓 |
| — | NUVEEN NEW JERSEY QULT MUN F | $161.97万 | 0.08% | 128,142 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $160.67万 | 0.08% | 113,305 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $158.35万 | 0.08% | 20,039 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $155.45万 | 0.08% | 9,692 | -302 | -3.0% | -$4.84万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $155.38万 | 0.08% | 1,768 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $151.42万 | 0.07% | 10,734 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $148.96万 | 0.07% | 31,641 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $148.85万 | 0.07% | 7,454 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $147.64万 | 0.07% | 1,712 | -308 | -15.2% | -$26.56万 | 减仓 |
| CRM | SALESFORCE INC | $146.44万 | 0.07% | 5,528 | -132 | -2.3% | -$3.50万 | 减仓 |
| IVW | ISHARES TR | $144.95万 | 0.07% | 11,759 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $143.00万 | 0.07% | 2,525 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $141.70万 | 0.07% | 30,999 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $141.66万 | 0.07% | 3,575 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $141.14万 | 0.07% | 9,156 | -150 | -1.6% | -$2.31万 | 减仓 |
| WELL | WELLTOWER INC | $140.31万 | 0.07% | 7,559 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $138.04万 | 0.07% | 7,494 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $137.76万 | 0.07% | 1,828 | -36 | -1.9% | -$2.71万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $135.13万 | 0.07% | 15,901 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $133.83万 | 0.06% | 11,748 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $133.76万 | 0.06% | 24,881 | -1,015 | -3.9% | -$5.46万 | 减仓 |
| PFXF | VANECK ETF TRUST | $133.55万 | 0.06% | 75,622 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $133.28万 | 0.06% | 7,267 | -95 | -1.3% | -$1.74万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $133.13万 | 0.06% | 2,840 | -25 | -0.9% | -$1.17万 | 减仓 |
| IWP | ISHARES TR | $132.95万 | 0.06% | 9,709 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $130.37万 | 0.06% | 28,647 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $129.69万 | 0.06% | 2,434 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $127.63万 | 0.06% | 28,547 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $127.36万 | 0.06% | 25,310 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $126.26万 | 0.06% | 16,393 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $124.69万 | 0.06% | 1,419 | -17 | -1.2% | -$1.49万 | 减仓 |
| SCZ | ISHARES TR | $124.08万 | 0.06% | 16,004 | 0 | 0.0% | — | 不变 |
| EEMS | ISHARES INC | $119.97万 | 0.06% | 17,778 | -493 | -2.7% | -$3.33万 | 减仓 |
| IBDV | ISHARES TR | $116.88万 | 0.06% | 52,960 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $116.79万 | 0.06% | 15,876 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $116.35万 | 0.06% | 10,407 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $115.72万 | 0.06% | 21,477 | 0 | 0.0% | — | 不变 |
| — | CONFLUENT INC | $115.54万 | 0.06% | 38,208 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $114.69万 | 0.06% | 6,198 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $113.68万 | 0.06% | 14,171 | -1,412 | -9.1% | -$11.33万 | 减仓 |
| BAC | BANK AMERICA CORP | $113.47万 | 0.05% | 20,630 | -1,059 | -4.9% | -$5.82万 | 减仓 |
| GLW | CORNING INC | $113.29万 | 0.05% | 12,938 | -136 | -1.0% | -$1.19万 | 减仓 |
| EMNT | PIMCO ETF TR | $113.14万 | 0.05% | 11,478 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $112.88万 | 0.05% | 10,579 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $110.84万 | 0.05% | 36,704 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $110.49万 | 0.05% | 6,864 | -120 | -1.7% | -$1.93万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $109.20万 | 0.05% | 23,901 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $109.16万 | 0.05% | 19,930 | -509 | -2.5% | -$2.79万 | 减仓 |
| ORCL | ORACLE CORP | $109.10万 | 0.05% | 5,598 | -108 | -1.9% | -$2.10万 | 减仓 |
| T | AT&T INC | $108.94万 | 0.05% | 43,856 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $107.99万 | 0.05% | 6,666 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $105.58万 | 0.05% | 20,751 | -1,000 | -4.6% | -$5.09万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $105.22万 | 0.05% | 5,920 | -2,152 | -26.7% | -$38.25万 | 减仓 |
| CSCO | CISCO SYS INC | $103.99万 | 0.05% | 13,500 | -153 | -1.1% | -$1.18万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $103.91万 | 0.05% | 7,250 | -79 | -1.1% | -$1.13万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $100.32万 | 0.05% | 23,196 | 0 | 0.0% | — | 不变 |
| XBOEX | BLACKROCK ENHANCED GLOBAL DI | $99.86万 | 0.05% | 85,274 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $99.62万 | 0.05% | 32,178 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $99.61万 | 0.05% | 2,241 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $99.57万 | 0.05% | 13,199 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $96.36万 | 0.05% | 1,663 | -53 | -3.1% | -$3.07万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $95.97万 | 0.05% | 19,329 | -1,054 | -5.2% | -$5.23万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $95.85万 | 0.05% | 4,664 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK ETF TRUST | $95.31万 | 0.05% | 36,915 | 0 | 0.0% | — | 不变 |