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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $123.09万 | 0.05% | 6,058 | 4,766 | 368.9% | $96.84万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $121.01万 | 0.05% | 39,444 | 23,408 | 146.0% | $71.81万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $118.98万 | 0.05% | 10,407 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $118.50万 | 0.05% | 54,134 | 1,174 | 2.2% | $2.57万 | 加仓 |
| IWP | ISHARES TR | $118.36万 | 0.05% | 9,238 | -471 | -4.9% | -$6.03万 | 减仓 |
| NOBL | PROSHARES TR | $118.12万 | 0.05% | 11,142 | 3,898 | 53.8% | $41.32万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $117.06万 | 0.05% | 24,225 | 24,225 | — | $117.06万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $116.59万 | 0.05% | 15,603 | 3,662 | 30.7% | $27.36万 | 加仓 |
| BX | BLACKSTONE INC | $115.51万 | 0.05% | 10,045 | 889 | 9.7% | $10.22万 | 加仓 |
| EMNT | PIMCO ETF TR | $115.36万 | 0.05% | 11,661 | 183 | 1.6% | $1.81万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $112.95万 | 0.05% | 5,552 | 1,160 | 26.4% | $23.60万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $112.88万 | 0.05% | 19,283 | 19,283 | — | $112.88万 | 新建仓 |
| EMXC | ISHARES INC | $112.08万 | 0.05% | 14,249 | 6,291 | 79.1% | $49.48万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $109.48万 | 0.04% | 2,804 | -36 | -1.3% | -$1.41万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $109.33万 | 0.04% | 36,358 | -346 | -0.9% | -$1.04万 | 减仓 |
| GEV | GE VERNOVA INC | $109.17万 | 0.04% | 1,251 | 474 | 61.0% | $41.37万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $108.51万 | 0.04% | 2,208 | 545 | 32.8% | $26.78万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $107.69万 | 0.04% | 32,684 | 20,450 | 167.2% | $67.38万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $106.94万 | 0.04% | 5,061 | 397 | 8.5% | $8.39万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $106.82万 | 0.04% | 13,956 | -215 | -1.5% | -$1.65万 | 减仓 |
| DXCM | DEXCOM INC | $106.77万 | 0.04% | 17,001 | 5,364 | 46.1% | $33.69万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $105.70万 | 0.04% | 3,476 | 1,166 | 50.5% | $35.46万 | 加仓 |
| SHOP | SHOPIFY INC | $104.37万 | 0.04% | 8,799 | 1,935 | 28.2% | $22.95万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $102.70万 | 0.04% | 22,562 | -634 | -2.7% | -$2.89万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $101.89万 | 0.04% | 3,369 | 1,101 | 48.5% | $33.30万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $100.99万 | 0.04% | 6,819 | 347 | 5.4% | $5.14万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $100.92万 | 0.04% | 2,986 | 584 | 24.3% | $19.74万 | 加仓 |
| IWM | ISHARES TR | $99.65万 | 0.04% | 4,018 | 1,777 | 79.3% | $44.07万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $99.09万 | 0.04% | 4,638 | 231 | 5.2% | $4.94万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $98.64万 | 0.04% | 8,715 | 4,332 | 98.8% | $49.03万 | 加仓 |
| EMLC | VANECK ETF TRUST | $98.53万 | 0.04% | 39,239 | 2,324 | 6.3% | $5.84万 | 加仓 |
| BAC | BANK AMERICA CORP | $98.52万 | 0.04% | 20,209 | -421 | -2.0% | -$2.05万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $97.63万 | 0.04% | 2,395 | -11,051 | -82.2% | -$450.47万 | 减仓 |
| EEMS | ISHARES INC | $96.92万 | 0.04% | 14,009 | -3,769 | -21.2% | -$26.07万 | 减仓 |
| BIZD | VANECK ETF TRUST | $96.04万 | 0.04% | 75,031 | -38,274 | -33.8% | -$48.99万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $95.41万 | 0.04% | 43,231 | 1,555 | 3.7% | $3.43万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $95.37万 | 0.04% | 13,039 | 13,039 | — | $95.37万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $94.78万 | 0.04% | 46,409 | 8,761 | 23.3% | $17.89万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $94.75万 | 0.04% | 11,953 | 1,502 | 14.4% | $11.91万 | 加仓 |
| INTC | INTEL CORP | $94.12万 | 0.04% | 21,328 | 6,198 | 41.0% | $27.35万 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $93.46万 | 0.04% | 85,274 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $91.47万 | 0.04% | 11,054 | 8,257 | 295.2% | $68.33万 | 加仓 |
| MS | MORGAN STANLEY | $90.86万 | 0.04% | 5,521 | 374 | 7.3% | $6.16万 | 加仓 |
| ETN | EATON CORP PLC | $90.13万 | 0.04% | 2,520 | 311 | 14.1% | $11.12万 | 加仓 |
| ESGD | ISHARES TR | $90.03万 | 0.04% | 9,415 | -174 | -1.8% | -$1.66万 | 减仓 |
| CME | CME GROUP INC | $89.87万 | 0.04% | 3,043 | 588 | 24.0% | $17.37万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $89.72万 | 0.04% | 48,079 | 7,963 | 19.8% | $14.86万 | 加仓 |
| ESML | ISHARES TR | $89.10万 | 0.04% | 18,950 | 3,362 | 21.6% | $15.81万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $86.47万 | 0.04% | 44,059 | 3,520 | 8.7% | $6.91万 | 加仓 |
| LIN | LINDE PLC | $85.76万 | 0.04% | 1,730 | 360 | 26.3% | $17.85万 | 加仓 |
| NYF | ISHARES TR | $85.39万 | 0.03% | 16,075 | 16,075 | — | $85.39万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $84.93万 | 0.03% | 9,037 | 285 | 3.3% | $2.68万 | 加仓 |
| IWB | ISHARES TR | $84.26万 | 0.03% | 2,363 | 527 | 28.7% | $18.79万 | 加仓 |
| SOXX | ISHARES TR | $83.87万 | 0.03% | 2,552 | 2,552 | — | $83.87万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $82.72万 | 0.03% | 49,477 | 12,245 | 32.9% | $20.47万 | 加仓 |
| LOW | LOWES COS INC | $82.06万 | 0.03% | 3,473 | 1,009 | 40.9% | $23.84万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $81.02万 | 0.03% | 10,009 | 2,601 | 35.1% | $21.06万 | 加仓 |
| NVO | NOVO-NORDISK A S | $80.46万 | 0.03% | 21,893 | 1,142 | 5.5% | $4.20万 | 加仓 |
| MPC | MARATHON PETE CORP | $79.99万 | 0.03% | 3,276 | 100 | 3.1% | $2.44万 | 加仓 |
| DIS | DISNEY WALT CO | $78.78万 | 0.03% | 8,174 | 117 | 1.5% | $1.13万 | 加仓 |
| PODD | INSULET CORP | $78.71万 | 0.03% | 3,751 | 1,353 | 56.4% | $28.39万 | 加仓 |
| CRM | SALESFORCE INC | $78.43万 | 0.03% | 4,201 | -1,327 | -24.0% | -$24.77万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $77.06万 | 0.03% | 3,703 | 488 | 15.2% | $10.15万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $77.00万 | 0.03% | 15,467 | 5,705 | 58.4% | $28.40万 | 加仓 |
| BSVO | EA SERIES TRUST | $76.40万 | 0.03% | 30,113 | 3,285 | 12.2% | $8.33万 | 加仓 |
| COP | CONOCOPHILLIPS | $76.32万 | 0.03% | 5,782 | 1,454 | 33.6% | $19.19万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $76.08万 | 0.03% | 30,691 | 30,691 | — | $76.08万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $75.66万 | 0.03% | 32,584 | 14,102 | 76.3% | $32.74万 | 加仓 |
| D | DOMINION ENERGY INC | $75.29万 | 0.03% | 12,180 | 3,571 | 41.5% | $22.08万 | 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 |
| CB | CHUBB LTD SWITZ | $72.94万 | 0.03% | 2,238 | 1,239 | 124.0% | $40.38万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $72.73万 | 0.03% | 7,718 | -39 | -0.5% | -$3,675 | 减仓 |
| EEM | ISHARES TR | $72.40万 | 0.03% | 12,749 | 2,848 | 28.8% | $16.17万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $72.34万 | 0.03% | 7,046 | 415 | 6.3% | $4.26万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $71.35万 | 0.03% | 6,015 | 277 | 4.8% | $3.29万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $70.82万 | 0.03% | 2,096 | 102 | 5.1% | $3.45万 | 加仓 |
| TJX | TJX COS INC NEW | $70.73万 | 0.03% | 4,429 | 96 | 2.2% | $1.53万 | 加仓 |
| DHR | DANAHER CORP DEL | $67.96万 | 0.03% | 3,584 | 880 | 32.5% | $16.69万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $67.53万 | 0.03% | 6,854 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $66.93万 | 0.03% | 14,076 | 14,076 | — | $66.93万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $66.75万 | 0.03% | 31,968 | 31,968 | — | $66.75万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $66.18万 | 0.03% | 1,073 | 147 | 15.9% | $9.07万 | 加仓 |
| IWS | ISHARES TR | $65.62万 | 0.03% | 4,502 | 657 | 17.1% | $9.58万 | 加仓 |
| AMGN | AMGEN INC | $65.52万 | 0.03% | 1,862 | 431 | 30.1% | $15.16万 | 加仓 |
| XT | ISHARES TR | $65.49万 | 0.03% | 9,610 | -1,668 | -14.8% | -$11.37万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $65.36万 | 0.03% | 29,962 | 29,962 | — | $65.36万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $65.04万 | 0.03% | 19,392 | 19,392 | — | $65.04万 | 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 |
| — | INVESCO EXCH TRD SLF IDX FD | $64.18万 | 0.03% | 25,250 | 25,250 | — | $64.18万 | 新建仓 |
| XYLD | GLOBAL X FDS | $63.84万 | 0.03% | 16,315 | 3,163 | 24.0% | $12.38万 | 加仓 |
| AIQ | GLOBAL X FDS | $63.81万 | 0.03% | 13,672 | 8,054 | 143.4% | $37.59万 | 加仓 |
| HYG | ISHARES TR | $63.64万 | 0.03% | 7,999 | 479 | 6.4% | $3.81万 | 加仓 |
| SO | SOUTHERN CO | $63.38万 | 0.03% | 6,567 | 2,424 | 58.5% | $23.40万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $62.91万 | 0.03% | 2,157 | 47 | 2.2% | $1.37万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $62.69万 | 0.03% | 3,109 | -16 | -0.5% | -$3,226 | 减仓 |
| MOAT | VANECK ETF TRUST | $62.42万 | 0.03% | 6,455 | 339 | 5.5% | $3.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.23万 | 0.03% | 2,300 | 1,617 | 236.7% | $43.75万 | 加仓 |
| DDOG | DATADOG INC | $62.06万 | 0.03% | 5,257 | 212 | 4.2% | $2.50万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $61.98万 | 0.03% | 16,133 | -3,196 | -16.5% | -$12.28万 | 减仓 |
| BIIB | BIOGEN INC | $61.68万 | 0.03% | 3,364 | 34 | 1.0% | $6,234 | 加仓 |