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 |
|---|---|---|---|---|---|---|---|---|
| TD | TORONTO DOMINION BK ONT | $28.71万 | 0.01% | 3,048 | 0 | 0.0% | — | 不变 |
| LZB | LA Z BOY INC | $28.60万 | 0.01% | 7,674 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $28.57万 | 0.01% | 5,618 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $28.39万 | 0.01% | 5,936 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $28.31万 | 0.01% | 2,034 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $28.26万 | 0.01% | 1,629 | -457 | -21.9% | -$7.93万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $28.14万 | 0.01% | 3,845 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $27.85万 | 0.01% | 8,038 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $27.82万 | 0.01% | 1,155 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $27.79万 | 0.01% | 23,794 | 0 | 0.0% | — | 不变 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $27.79万 | 0.01% | 19,419 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO CO NEW | $27.51万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDL AVERAGE | $27.46万 | 0.01% | 571 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $27.20万 | 0.01% | 1,341 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $26.99万 | 0.01% | 799 | -21 | -2.6% | -$7,093 | 减仓 |
| IBDX | ISHARES TR | $26.50万 | 0.01% | 10,378 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $26.25万 | 0.01% | 7,981 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $25.99万 | 0.01% | 3,138 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $25.81万 | 0.01% | 1,218 | -20 | -1.6% | -$4,239 | 减仓 |
| KVUE | KENVUE INC | $25.65万 | 0.01% | 14,871 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $25.63万 | 0.01% | 5,563 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $25.52万 | 0.01% | 1,465 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $25.44万 | 0.01% | 1,117 | -150 | -11.8% | -$3.42万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $25.29万 | 0.01% | 881 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $25.26万 | 0.01% | 2,748 | 552 | 25.1% | $5.07万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $25.16万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| SAH | SONIC AUTOMOTIVE INC | $25.10万 | 0.01% | 4,057 | 0 | 0.0% | — | 不变 |
| PCEF | INVESCO EXCH TRADED FD TR II | $24.85万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $24.80万 | 0.01% | 6,432 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $24.54万 | 0.01% | 2,225 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $24.51万 | 0.01% | 5,489 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $24.31万 | 0.01% | 4,497 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $24.27万 | 0.01% | 3,293 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC | $24.27万 | 0.01% | 2,446 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $24.25万 | 0.01% | 8,064 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $24.13万 | 0.01% | 1,300 | -150 | -10.3% | -$2.78万 | 减仓 |
| — | WISDOMTREE TR | $23.65万 | 0.01% | 2,057 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $23.64万 | 0.01% | 1,076 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $23.57万 | 0.01% | 2,209 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.42万 | 0.01% | 2,797 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $23.37万 | 0.01% | 1,811 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $23.30万 | 0.01% | 302 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $23.05万 | 0.01% | 12,652 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $23.03万 | 0.01% | 5,175 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $22.98万 | 0.01% | 9,213 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $22.63万 | 0.01% | 9,677 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $22.58万 | 0.01% | 4,931 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $22.55万 | 0.01% | 670 | -255 | -27.6% | -$8.58万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.54万 | 0.01% | 683 | -148 | -17.8% | -$4.88万 | 减仓 |
| — | NUVEEN MASSACHUSETS QLT MUN | $22.53万 | 0.01% | 19,881 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $22.47万 | 0.01% | 5,599 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $22.39万 | 0.01% | 3,888 | 0 | 0.0% | — | 不变 |
| — | BLACKSTONE LONG SHORT CR INC | $22.18万 | 0.01% | 19,019 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $22.16万 | 0.01% | 1,465 | -38 | -2.5% | -$5,749 | 减仓 |
| F | FORD MTR CO | $22.08万 | 0.01% | 16,826 | -2,000 | -10.6% | -$2.62万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $21.98万 | 0.01% | 1,369 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $21.92万 | 0.01% | 2,218 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $21.90万 | 0.01% | 2,124 | 0 | 0.0% | — | 不变 |
| — | OSPREY BITCOIN TR | $21.84万 | 0.01% | 7,754 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $21.37万 | 0.01% | 7,504 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $20.93万 | 0.01% | 598 | -55 | -8.4% | -$1.92万 | 减仓 |
| SMIN | ISHARES TR | $20.88万 | 0.01% | 2,986 | 0 | 0.0% | — | 不变 |
| KE | KIMBALL ELECTRONICS INC | $20.80万 | 0.01% | 7,475 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $20.64万 | 0.01% | 17,343 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $20.58万 | 0.01% | 12,480 | -434 | -3.4% | -$7,157 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.51万 | 0.01% | 8,538 | -550 | -6.1% | -$1.32万 | 减仓 |
| EUSB | ISHARES TR | $20.49万 | 0.01% | 4,667 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $20.26万 | 0.01% | 5,300 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS LP | $20.24万 | 0.01% | 9,050 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $20.15万 | 0.01% | 6,405 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $18.69万 | 0.01% | 12,461 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $18.55万 | 0.01% | 16,148 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $18.39万 | 0.01% | 16,359 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $17.72万 | 0.01% | 18,599 | 0 | 0.0% | — | 不变 |
| — | XAI OCTAGN FLT RAT & ALT INM | $16.99万 | 0.01% | 35,405 | 0 | 0.0% | — | 不变 |
| — | NUVEEN SELECT MAT MUN FD | $16.98万 | 0.01% | 18,240 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SAB DE CV | $16.19万 | 0.01% | 14,091 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUNI INCOME TRUS | $14.51万 | 0.01% | 13,481 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $13.44万 | 0.01% | 14,572 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $10.81万 | 0.01% | 19,793 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $10.53万 | 0.01% | 16,760 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $2.54万 | 0.00% | 20,188 | -110 | -0.5% | -$139 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -4,795 | -100.0% | -$122.77万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISCF | ISHARES TR | $0 | 0.00% | 0 | -8,541 | -100.0% | -$35.43万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -398 | -100.0% | -$32.65万 | 清仓 |
| ASML | ASML HOLDING N V | $0 | 0.00% | 0 | -214 | -100.0% | -$22.92万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,395 | -100.0% | -$20.45万 | 清仓 |
| PG | PROCTER AND GAMBLE CO 看涨期权 | $0 | 0.00% | 0 | -79,731 | -100.0% | -$4.96万 | 清仓 |