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 |
|---|---|---|---|---|---|---|---|---|
| AMLP | ALPS ETF TR | $94.97万 | 0.05% | 20,197 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $94.06万 | 0.05% | 4,392 | -45 | -1.0% | -$9,637 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $92.99万 | 0.05% | 41,676 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $92.88万 | 0.04% | 6,472 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $91.98万 | 0.04% | 281,274 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $91.66万 | 0.04% | 8,057 | -3,239 | -28.7% | -$36.85万 | 减仓 |
| SYK | STRYKER CORPORATION | $91.51万 | 0.04% | 2,604 | -85 | -3.2% | -$2.99万 | 减仓 |
| MS | MORGAN STANLEY | $91.37万 | 0.04% | 5,147 | -292 | -5.4% | -$5.18万 | 减仓 |
| ESGD | ISHARES TR | $91.18万 | 0.04% | 9,589 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $90.57万 | 0.04% | 11,941 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $87.44万 | 0.04% | 8,752 | -348 | -3.8% | -$3.48万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $85.38万 | 0.04% | 10,449 | -1,772 | -14.5% | -$14.48万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $84.79万 | 0.04% | 16,860 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $84.03万 | 0.04% | 25,759 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $83.90万 | 0.04% | 2,268 | -153 | -6.3% | -$5.66万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $83.51万 | 0.04% | 32,430 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $83.33万 | 0.04% | 10,451 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $83.08万 | 0.04% | 6,631 | -76 | -1.1% | -$9,523 | 减仓 |
| LLY | ELI LILLY & CO | $82.96万 | 0.04% | 772 | -150 | -16.3% | -$16.12万 | 减仓 |
| BOXX | EA SERIES TRUST | $82.73万 | 0.04% | 7,188 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $80.84万 | 0.04% | 3,013 | -190 | -5.9% | -$5.10万 | 减仓 |
| IDXX | IDEXX LABS INC | $80.57万 | 0.04% | 1,191 | -350 | -22.7% | -$23.68万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $80.02万 | 0.04% | 40,539 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $78.65万 | 0.04% | 11,278 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $77.55万 | 0.04% | 37,648 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $77.39万 | 0.04% | 14,666 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $77.23万 | 0.04% | 11,637 | -2,900 | -19.9% | -$19.25万 | 减仓 |
| IXUS | ISHARES TR | $75.96万 | 0.04% | 8,974 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $75.56万 | 0.04% | 40,116 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $75.44万 | 0.04% | 4,407 | -29 | -0.7% | -$4,964 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $73.75万 | 0.04% | 18,107 | -143 | -0.8% | -$5,824 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $73.00万 | 0.04% | 2,402 | -1,124 | -31.9% | -$34.16万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $71.69万 | 0.03% | 10,837 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $71.67万 | 0.03% | 15,588 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $70.50万 | 0.03% | 36,013 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $70.36万 | 0.03% | 2,209 | -144 | -6.1% | -$4.59万 | 减仓 |
| QQQE | DIREXION SHS ETF TR | $70.12万 | 0.03% | 6,854 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $69.81万 | 0.03% | 7,757 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $68.61万 | 0.03% | 5,045 | -70 | -1.4% | -$9,519 | 减仓 |
| IWB | ISHARES TR | $68.57万 | 0.03% | 1,836 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $68.16万 | 0.03% | 2,398 | -700 | -22.6% | -$19.90万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $67.11万 | 0.03% | 3,215 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $67.03万 | 0.03% | 2,455 | -36 | -1.4% | -$9,830 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $66.61万 | 0.03% | 5,738 | -149 | -2.5% | -$1.73万 | 减仓 |
| TJX | TJX COS INC NEW | $66.56万 | 0.03% | 4,333 | -175 | -3.9% | -$2.69万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $66.36万 | 0.03% | 2,310 | -60 | -2.5% | -$1.72万 | 减仓 |
| — | HONEYWELL INTL INC | $65.63万 | 0.03% | 3,364 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $65.31万 | 0.03% | 3,125 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $64.79万 | 0.03% | 13,990 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $63.33万 | 0.03% | 6,116 | -1,545 | -20.2% | -$16.00万 | 减仓 |
| XBIL | RBB FD INC | $63.24万 | 0.03% | 12,631 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $63.03万 | 0.03% | 10,141 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $63.00万 | 0.03% | 37,232 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $62.51万 | 0.03% | 26,828 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORPORATION | $61.91万 | 0.03% | 2,704 | -41 | -1.5% | -$9,387 | 减仓 |
| NOW | SERVICENOW INC | $61.75万 | 0.03% | 4,031 | -80 | -1.9% | -$1.23万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $61.19万 | 0.03% | 2,110 | -23 | -1.1% | -$6,670 | 减仓 |
| HYG | ISHARES TR | $60.63万 | 0.03% | 7,520 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $60.20万 | 0.03% | 5,696 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $59.65万 | 0.03% | 12,345 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $59.49万 | 0.03% | 7,408 | -37 | -0.5% | -$2,971 | 减仓 |
| LOW | LOWES COS INC | $59.42万 | 0.03% | 2,464 | -170 | -6.5% | -$4.10万 | 减仓 |
| XYL | XYLEM INC | $59.14万 | 0.03% | 4,343 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $58.60万 | 0.03% | 3,330 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $58.43万 | 0.03% | 1,370 | -44 | -3.1% | -$1.88万 | 减仓 |
| EMXC | ISHARES INC | $57.84万 | 0.03% | 7,958 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $57.29万 | 0.03% | 25,014 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $57.19万 | 0.03% | 6,811 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $56.92万 | 0.03% | 1,994 | -157 | -7.3% | -$4.48万 | 减仓 |
| IGRO | ISHARES TR | $56.78万 | 0.03% | 6,860 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $56.62万 | 0.03% | 3,321 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $56.48万 | 0.03% | 2,341 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $55.86万 | 0.03% | 926 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $55.83万 | 0.03% | 15,130 | -1,000 | -6.2% | -$3.69万 | 减仓 |
| IWM | ISHARES TR | $55.16万 | 0.03% | 2,241 | 0 | 0.0% | — | 不变 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $55.07万 | 0.03% | 25,600 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $54.54万 | 0.03% | 510 | -31 | -5.7% | -$3.32万 | 减仓 |
| IWS | ISHARES TR | $54.23万 | 0.03% | 3,845 | -112 | -2.8% | -$1.58万 | 减仓 |
| EEM | ISHARES TR | $54.17万 | 0.03% | 9,901 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $53.98万 | 0.03% | 1,156 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $53.44万 | 0.03% | 13,152 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $53.13万 | 0.03% | 2,932 | -54 | -1.8% | -$9,785 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $52.63万 | 0.03% | 49,230 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $51.65万 | 0.03% | 3,176 | -56 | -1.7% | -$9,107 | 减仓 |
| HUBS | HUBSPOT INC | $51.09万 | 0.02% | 1,273 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $50.84万 | 0.02% | 5,454 | -747 | -12.0% | -$6.96万 | 减仓 |
| GEV | GE VERNOVA INC | $50.77万 | 0.02% | 777 | -271 | -25.9% | -$17.71万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $50.51万 | 0.02% | 8,891 | -13 | -0.1% | -$739 | 减仓 |
| D | DOMINION ENERGY INC | $50.44万 | 0.02% | 8,609 | -205 | -2.3% | -$1.20万 | 减仓 |
| PFE | PFIZER INC | $50.27万 | 0.02% | 20,190 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $50.27万 | 0.02% | 6,255 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $50.23万 | 0.02% | 15,249 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $49.40万 | 0.02% | 23,357 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $48.65万 | 0.02% | 9,762 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $47.50万 | 0.02% | 6,842 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $47.02万 | 0.02% | 3,866 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $46.90万 | 0.02% | 28,090 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $46.84万 | 0.02% | 1,431 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $46.81万 | 0.02% | 7,408 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $46.70万 | 0.02% | 26,430 | 0 | 0.0% | — | 不变 |