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 |
|---|---|---|---|---|---|---|---|---|
| IBMP | ISHARES TR | $38.39万 | 0.02% | 15,089 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $37.86万 | 0.02% | 11,675 | -7 | -0.1% | -$227 | 减仓 |
| NOW | SERVICENOW INC | $37.63万 | 0.02% | 3,599 | -432 | -10.7% | -$4.52万 | 减仓 |
| IBMQ | ISHARES TR | $37.55万 | 0.02% | 14,707 | 5 | 0.0% | $128 | 加仓 |
| — | TEMPLETON EMERGING MKTS INCO | $37.43万 | 0.02% | 62,280 | -5,272 | -7.8% | -$3.17万 | 减仓 |
| — | JOHN HANCOCK DIVERSIFIED INC | $36.87万 | 0.02% | 33,953 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $36.42万 | 0.01% | 1,665 | 136 | 8.9% | $2.97万 | 加仓 |
| URI | UNITED RENTALS INC | $36.40万 | 0.01% | 500 | 500 | — | $36.40万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $36.07万 | 0.01% | 2,588 | 90 | 3.6% | $1.25万 | 加仓 |
| PFE | PFIZER INC | $35.62万 | 0.01% | 12,687 | -7,503 | -37.2% | -$21.07万 | 减仓 |
| KR | KROGER CO | $35.60万 | 0.01% | 4,919 | 68 | 1.4% | $4,921 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $35.55万 | 0.01% | 31,430 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $35.35万 | 0.01% | 962 | -3,663 | -79.2% | -$134.61万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $34.81万 | 0.01% | 1,014 | 344 | 51.3% | $11.81万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $34.81万 | 0.01% | 752 | 181 | 31.7% | $8.38万 | 加仓 |
| — | ISHARES TR | $34.79万 | 0.01% | 8,583 | 788 | 10.1% | $3.19万 | 加仓 |
| OBIL | RBB FD INC | $34.78万 | 0.01% | 6,945 | -1,360 | -16.4% | -$6.81万 | 减仓 |
| PKG | PACKAGING CORP AMER | $34.74万 | 0.01% | 1,637 | 18 | 1.1% | $3,820 | 加仓 |
| KVUE | KENVUE INC | $34.73万 | 0.01% | 20,147 | 5,276 | 35.5% | $9.10万 | 加仓 |
| DLN | WISDOMTREE TR | $34.69万 | 0.01% | 3,883 | 12 | 0.3% | $1,072 | 加仓 |
| AOA | ISHARES TR | $34.31万 | 0.01% | 3,877 | 200 | 5.4% | $1.77万 | 加仓 |
| QCOM | QUALCOMM INC | $33.67万 | 0.01% | 2,615 | 274 | 11.7% | $3.53万 | 加仓 |
| ES | EVERSOURCE ENERGY | $33.55万 | 0.01% | 4,842 | 4,842 | — | $33.55万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $33.20万 | 0.01% | 5,606 | -1,013 | -15.3% | -$6.00万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $33.08万 | 0.01% | 3,363 | 917 | 37.5% | $9.02万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $32.45万 | 0.01% | 6,801 | 1,870 | 37.9% | $8.92万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $32.34万 | 0.01% | 1,755 | 1,755 | — | $32.34万 | 新建仓 |
| DEHP | DIMENSIONAL ETF TRUST | $32.34万 | 0.01% | 9,570 | 0 | 0.0% | — | 不变 |
| EFIV | SPDR SERIES TRUST | $32.25万 | 0.01% | 5,112 | -5,725 | -52.8% | -$36.11万 | 减仓 |
| CGNX | COGNEX CORP | $32.13万 | 0.01% | 6,558 | 6,558 | — | $32.13万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $32.04万 | 0.01% | 6,855 | 38 | 0.6% | $1,776 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $31.89万 | 0.01% | 15,492 | 15,492 | — | $31.89万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $31.89万 | 0.01% | 6,822 | 6,822 | — | $31.89万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $31.83万 | 0.01% | 8,646 | 8,646 | — | $31.83万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $31.68万 | 0.01% | 2,015 | 266 | 15.2% | $4.18万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $31.63万 | 0.01% | 4,409 | 248 | 6.0% | $1.78万 | 加仓 |
| KLAC | KLA CORP | $31.34万 | 0.01% | 213 | 213 | — | $31.34万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $31.17万 | 0.01% | 10,682 | -2,552 | -19.3% | -$7.45万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $31.06万 | 0.01% | 14,500 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $30.93万 | 0.01% | 5,713 | -223 | -3.8% | -$1.21万 | 减仓 |
| — | VANECK ETF TRUST | $30.78万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| VLU | SPDR SERIES TRUST | $30.46万 | 0.01% | 1,417 | 1,417 | — | $30.46万 | 新建仓 |
| ACWX | ISHARES TR | $30.23万 | 0.01% | 4,415 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $30.03万 | 0.01% | 957 | 31 | 3.3% | $9,728 | 加仓 |
| SHY | ISHARES TR | $29.66万 | 0.01% | 3,592 | 454 | 14.5% | $3.75万 | 加仓 |
| ZTS | ZOETIS INC | $29.58万 | 0.01% | 2,503 | -307 | -10.9% | -$3.63万 | 减仓 |
| SDY | SPDR SERIES TRUST | $29.28万 | 0.01% | 2,006 | -28 | -1.4% | -$4,087 | 减仓 |
| IBDX | ISHARES TR | $29.19万 | 0.01% | 11,552 | 1,174 | 11.3% | $2.97万 | 加仓 |
| AZN | ASTRAZENECA PLC | $29.19万 | 0.01% | 1,480 | 1,480 | — | $29.19万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $29.10万 | 0.01% | 4,308 | 4,308 | — | $29.10万 | 新建仓 |
| SUSC | ISHARES TR | $28.96万 | 0.01% | 12,515 | 2,838 | 29.3% | $6.57万 | 加仓 |
| APH | AMPHENOL CORP | $28.94万 | 0.01% | 2,290 | -543 | -19.2% | -$6.86万 | 重新持有 |
| VLY | VALLEY NATL BANCORP | $28.84万 | 0.01% | 23,487 | -307 | -1.3% | -$3,770 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $28.44万 | 0.01% | 3,048 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $28.00万 | 0.01% | 5,606 | -904 | -13.9% | -$4.52万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $27.99万 | 0.01% | 3,610 | -235 | -6.1% | -$1.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.87万 | 0.01% | 7,953 | -28 | -0.4% | -$981 | 减仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $27.83万 | 0.01% | 19,419 | 0 | 0.0% | — | 不变 |
| SAH | SONIC AUTOMOTIVE INC | $27.83万 | 0.01% | 4,058 | 1 | 0.0% | $69 | 加仓 |
| ITM | VANECK ETF TRUST | $27.73万 | 0.01% | 5,973 | 5,973 | — | $27.73万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $27.63万 | 0.01% | 2,864 | 2,864 | — | $27.63万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $27.42万 | 0.01% | 3,957 | -41 | -1.0% | -$2,841 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $27.27万 | 0.01% | 2,375 | 2,375 | — | $27.27万 | 新建仓 |
| IBDY | ISHARES TR | $27.24万 | 0.01% | 10,536 | 10,536 | — | $27.24万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $27.00万 | 0.01% | 1,312 | 1,312 | — | $27.00万 | 新建仓 |
| YUM | YUM BRANDS INC | $26.80万 | 0.01% | 1,724 | 259 | 17.7% | $4.03万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $26.56万 | 0.01% | 5,661 | -578 | -9.3% | -$2.71万 | 减仓 |
| MCO | MOODYS CORP | $26.28万 | 0.01% | 602 | -12 | -2.0% | -$5,239 | 减仓 |
| WM | WASTE MGMT INC DEL | $26.14万 | 0.01% | 1,138 | 62 | 5.8% | $1.42万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $25.99万 | 0.01% | 7,304 | 2,004 | 37.8% | $7.13万 | 加仓 |
| IUSG | ISHARES TR | $25.92万 | 0.01% | 1,671 | 1,671 | — | $25.92万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $25.89万 | 0.01% | 609 | -181 | -22.9% | -$7.69万 | 减仓 |
| TMUS | T-MOBILE US INC | $25.82万 | 0.01% | 1,229 | 1,229 | — | $25.82万 | 新建仓 |
| IOO | ISHARES TR | $25.55万 | 0.01% | 2,112 | 2,112 | — | $25.55万 | 新建仓 |
| SMTC | SEMTECH CORP | $25.34万 | 0.01% | 3,295 | 2 | 0.1% | $154 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $25.24万 | 0.01% | 2,741 | 3 | 0.1% | $276 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $25.21万 | 0.01% | 1,518 | 1,518 | — | $25.21万 | 新建仓 |
| MEAR | ISHARES U S ETF TR | $25.17万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $25.16万 | 0.01% | 2,502 | 2,502 | — | $25.16万 | 新建仓 |
| AIZ | ASSURANT INC | $25.16万 | 0.01% | 1,155 | 0 | 0.0% | — | 不变 |
| LZB | LA Z BOY INC | $24.67万 | 0.01% | 7,677 | 3 | 0.0% | $96 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.64万 | 0.01% | 882 | 882 | — | $24.64万 | 新建仓 |
| TRMB | TRIMBLE INC | $24.60万 | 0.01% | 3,771 | -1,916 | -33.7% | -$12.50万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $24.57万 | 0.01% | 7,938 | -126 | -1.6% | -$3,901 | 减仓 |
| SLB | SLB LIMITED | $24.56万 | 0.01% | 4,780 | 4,780 | — | $24.56万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $24.56万 | 0.01% | 2,892 | 2,892 | — | $24.56万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $24.49万 | 0.01% | 1,249 | 1,249 | — | $24.49万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $24.44万 | 0.01% | 316 | 14 | 4.6% | $1.08万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $24.37万 | 0.01% | 13,522 | -8,320 | -38.1% | -$14.99万 | 减仓 |
| DOW | DOW HLDGS INC | $24.24万 | 0.01% | 5,820 | 5,820 | — | $24.24万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $24.09万 | 0.01% | 8,389 | 8,389 | — | $24.09万 | 新建仓 |
| TIP | ISHARES TR | $23.97万 | 0.01% | 2,172 | 2,172 | — | $23.97万 | 新建仓 |
| — | WISDOMTREE TR | $23.80万 | 0.01% | 2,057 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $23.71万 | 0.01% | 4,292 | 4,292 | — | $23.71万 | 新建仓 |
| CTVA | CORTEVA INC | $23.70万 | 0.01% | 2,831 | 2,831 | — | $23.70万 | 新建仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $23.52万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $23.47万 | 0.01% | 1,445 | 1,445 | — | $23.47万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $23.40万 | 0.01% | 5,217 | 42 | 0.8% | $1,884 | 加仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $23.32万 | 0.01% | 21,395 | -5,830 | -21.4% | -$6.35万 | 减仓 |
| WULF | TERAWULF INC | $23.30万 | 0.01% | 16,145 | -3 | -0.0% | -$43 | 减仓 |