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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $3.01亿 | 12.31% | 4,250,622 | 383,927 | 9.9% | $2,722.43万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2.05亿 | 8.37% | 4,491,470 | 492,774 | 12.3% | $2,248.03万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.14亿 | 4.67% | 481,421 | 40,060 | 9.1% | $951.91万 | 加仓 |
| QUAL | ISHARES TR | $8,937.76万 | 3.65% | 465,970 | 5,317 | 1.2% | $101.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,351.73万 | 3.41% | 2,149,185 | 106,553 | 5.2% | $414.06万 | 加仓 |
| IJH | ISHARES TR | $5,282.26万 | 2.16% | 782,210 | 174,710 | 28.8% | $1,179.82万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $4,981.06万 | 2.03% | 943,741 | 47,500 | 5.3% | $250.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,842.26万 | 1.98% | 775,382 | 17,970 | 2.4% | $112.22万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,790.69万 | 1.96% | 1,229,643 | 272,176 | 28.4% | $1,060.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,291.09万 | 1.75% | 603,275 | 55,564 | 10.1% | $395.23万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $4,075.68万 | 1.66% | 542,051 | 95,095 | 21.3% | $715.02万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,944.81万 | 1.61% | 814,035 | 2,029 | 0.2% | $9.83万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $3,906.16万 | 1.60% | 841,845 | 159,214 | 23.3% | $738.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,514.00万 | 1.43% | 109,535 | 74,235 | 210.3% | $2,381.53万 | 加仓 |
| AAPL | APPLE INC | $3,163.77万 | 1.29% | 124,661 | 16,504 | 15.3% | $418.85万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,971.48万 | 1.21% | 403,515 | 353,726 | 710.5% | $2,604.84万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,663.65万 | 1.09% | 351,683 | 28,273 | 8.7% | $214.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,431.66万 | 0.99% | 661,497 | -45,418 | -6.4% | -$166.96万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,395.11万 | 0.98% | 530,831 | 109,308 | 25.9% | $493.20万 | 加仓 |
| IVV | ISHARES TR | $2,351.32万 | 0.96% | 35,996 | 6,384 | 21.6% | $417.01万 | 加仓 |
| CLOI | VANECK ETF TRUST | $2,111.69万 | 0.86% | 400,699 | 40,627 | 11.3% | $214.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,050.36万 | 0.84% | 31,528 | 2,325 | 8.0% | $151.20万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,024.93万 | 0.83% | 316,001 | 188,722 | 148.3% | $1,209.33万 | 加仓 |
| ITOT | ISHARES TR | $1,938.15万 | 0.79% | 136,077 | -577 | -0.4% | -$8.22万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,929.08万 | 0.79% | 186,619 | -3,613 | -1.9% | -$37.35万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1,886.42万 | 0.77% | 240,584 | 212,892 | 768.8% | $1,669.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,864.31万 | 0.76% | 106,898 | 10,985 | 11.5% | $191.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,658.60万 | 0.68% | 84,536 | 36,327 | 75.4% | $712.74万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,563.48万 | 0.64% | 72,700 | 27,402 | 60.5% | $589.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,559.16万 | 0.64% | 42,120 | 5,651 | 15.5% | $209.18万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,402.77万 | 0.57% | 23,475 | 11,517 | 96.3% | $688.21万 | 加仓 |
| EFV | ISHARES TR | $1,332.51万 | 0.54% | 179,221 | -1,686 | -0.9% | -$12.54万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,301.41万 | 0.53% | 117,054 | -4,571 | -3.8% | -$50.82万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,232.55万 | 0.50% | 256,513 | 244,168 | 1,977.9% | $1,173.23万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,171.95万 | 0.48% | 244,768 | -29,557 | -10.8% | -$141.52万 | 减仓 |
| IJR | ISHARES TR | $1,168.07万 | 0.48% | 93,964 | 17,383 | 22.7% | $216.09万 | 加仓 |
| FLOT | ISHARES TR | $1,132.95万 | 0.46% | 222,365 | -22,518 | -9.2% | -$114.73万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,110.93万 | 0.45% | 311,098 | 22,954 | 8.0% | $81.97万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,105.39万 | 0.45% | 288,916 | 18,287 | 6.8% | $69.97万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $1,081.99万 | 0.44% | 140,829 | 140,829 | — | $1,081.99万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,081.39万 | 0.44% | 335,627 | -11,180 | -3.2% | -$36.02万 | 减仓 |
| GOOGL | ALPHABET INC | $1,059.12万 | 0.43% | 36,831 | 4,436 | 13.7% | $127.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,035.90万 | 0.42% | 17,948 | 1,915 | 11.9% | $110.53万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $1,032.95万 | 0.42% | 214,572 | -15,390 | -6.7% | -$74.09万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,023.90万 | 0.42% | 302,392 | 67,642 | 28.8% | $229.04万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,011.61万 | 0.41% | 169,875 | 169,875 | — | $1,011.61万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $986.70万 | 0.40% | 290,463 | 37,699 | 14.9% | $128.06万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $969.19万 | 0.40% | 193,373 | 5,738 | 3.1% | $28.76万 | 加仓 |
| AMZN | AMAZON COM INC | $901.94万 | 0.37% | 43,306 | 5,947 | 15.9% | $123.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $894.87万 | 0.37% | 36,609 | 3,932 | 12.0% | $96.11万 | 加仓 |
| IBDR | ISHARES TR | $891.24万 | 0.36% | 367,674 | 6,379 | 1.8% | $15.46万 | 加仓 |
| GOOG | ALPHABET INC | $874.60万 | 0.36% | 30,489 | 3,575 | 13.3% | $102.55万 | 加仓 |
| IAGG | ISHARES TR | $868.80万 | 0.35% | 173,620 | 173,620 | — | $868.80万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $861.77万 | 0.35% | 12 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $833.70万 | 0.34% | 19,552 | -53,692 | -73.3% | -$2,289.44万 | 减仓 |
| EFA | ISHARES TR | $832.39万 | 0.34% | 85,699 | 11,028 | 14.8% | $107.11万 | 加仓 |
| IJS | ISHARES TR | $771.49万 | 0.32% | 65,132 | 4,202 | 6.9% | $49.77万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $770.08万 | 0.31% | 311,143 | 297,059 | 2,109.2% | $735.22万 | 加仓 |
| STIP | ISHARES TR | $768.70万 | 0.31% | 74,321 | 74,321 | — | $768.70万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $767.41万 | 0.31% | 110,577 | -3,221 | -2.8% | -$22.35万 | 减仓 |
| EBND | SPDR SERIES TRUST | $764.85万 | 0.31% | 370,565 | 22,908 | 6.6% | $47.28万 | 加仓 |
| MBB | ISHARES TR | $756.93万 | 0.31% | 79,719 | 12,192 | 18.1% | $115.76万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $747.66万 | 0.31% | 138,328 | 113,447 | 456.0% | $613.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $741.68万 | 0.30% | 25,214 | 2,979 | 13.4% | $87.63万 | 加仓 |
| IVE | ISHARES TR | $736.86万 | 0.30% | 34,897 | -184 | -0.5% | -$3.89万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $721.12万 | 0.29% | 287,299 | 287,299 | — | $721.12万 | 新建仓 |
| LQD | ISHARES TR | $704.64万 | 0.29% | 64,652 | 12,837 | 24.8% | $139.91万 | 加仓 |
| AGG | ISHARES TR | $661.19万 | 0.27% | 66,605 | 15,842 | 31.2% | $157.26万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $642.64万 | 0.26% | 152,212 | -42,320 | -21.8% | -$178.67万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $642.44万 | 0.26% | 75,724 | -1,903 | -2.5% | -$16.15万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $632.10万 | 0.26% | 176,662 | 54,590 | 44.7% | $195.32万 | 加仓 |
| IBDS | ISHARES TR | $630.39万 | 0.26% | 260,060 | 2,055 | 0.8% | $4.98万 | 加仓 |
| IUSB | ISHARES TR | $622.29万 | 0.25% | 134,724 | -11,510 | -7.9% | -$53.16万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $618.96万 | 0.25% | 76,814 | 60,421 | 368.6% | $486.87万 | 加仓 |
| — | EXXON MOBIL CORP | $618.58万 | 0.25% | 36,460 | 6,159 | 20.3% | $104.49万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $617.74万 | 0.25% | 134,888 | 23,000 | 20.6% | $105.33万 | 加仓 |
| MTUM | ISHARES TR | $599.98万 | 0.24% | 25,000 | -46 | -0.2% | -$1.10万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $584.62万 | 0.24% | 182,979 | -9,902 | -5.1% | -$31.64万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $582.90万 | 0.24% | 147,795 | 1,986 | 1.4% | $7.83万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $535.48万 | 0.22% | 175,568 | 110,698 | 170.6% | $337.63万 | 加仓 |
| MCD | MCDONALDS CORP | $523.64万 | 0.21% | 16,849 | 874 | 5.5% | $27.16万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $516.63万 | 0.21% | 138,878 | -23,078 | -14.2% | -$85.85万 | 减仓 |
| IWV | ISHARES TR | $505.23万 | 0.21% | 13,630 | 3,482 | 34.3% | $129.07万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $503.36万 | 0.21% | 102,873 | 155 | 0.2% | $7,584 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $482.38万 | 0.20% | 43,666 | -9,071 | -17.2% | -$100.21万 | 减仓 |
| META | META PLATFORMS INC | $474.03万 | 0.19% | 8,285 | 892 | 12.1% | $51.04万 | 加仓 |
| HYDB | ISHARES TR | $469.13万 | 0.19% | 100,846 | -358 | -0.4% | -$1.67万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $459.58万 | 0.19% | 129,351 | 67,040 | 107.6% | $238.19万 | 加仓 |
| VV | VANGUARD INDEX FDS | $457.69万 | 0.19% | 15,315 | 344 | 2.3% | $10.28万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $440.18万 | 0.18% | 143,009 | 2,800 | 2.0% | $8.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $426.24万 | 0.17% | 8,895 | -101 | -1.1% | -$4.84万 | 减仓 |
| MUB | ISHARES TR | $423.31万 | 0.17% | 39,878 | 4,126 | 11.5% | $43.80万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $418.90万 | 0.17% | 54,325 | 41,126 | 311.6% | $317.12万 | 加仓 |
| IEFA | ISHARES TR | $415.60万 | 0.17% | 45,907 | 19,120 | 71.4% | $173.09万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $410.93万 | 0.17% | 21,412 | -2,035 | -8.7% | -$39.06万 | 减仓 |
| ADI | ANALOG DEVICES INC | $408.66万 | 0.17% | 12,845 | 260 | 2.1% | $8.27万 | 加仓 |
| VLUE | ISHARES TR | $403.97万 | 0.16% | 28,410 | -693 | -2.4% | -$9.85万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $394.32万 | 0.16% | 108,718 | 2,767 | 2.6% | $10.04万 | 加仓 |
| IBDT | ISHARES TR | $391.92万 | 0.16% | 154,727 | 4,669 | 3.1% | $11.83万 | 加仓 |
| TFLO | ISHARES TR | $383.73万 | 0.16% | 75,792 | -40,994 | -35.1% | -$207.55万 | 减仓 |