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 |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | $2.87亿 | 13.89% | 3,866,695 | -7,712 | -0.2% | -$57.20万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.84亿 | 8.92% | 3,998,696 | -36,705 | -0.9% | -$168.99万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.12亿 | 5.41% | 441,361 | -2,033 | -0.5% | -$51.42万 | 减仓 |
| QUAL | ISHARES TR | $9,149.49万 | 4.43% | 460,653 | -2,617 | -0.6% | -$51.98万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8,086.78万 | 3.92% | 2,042,632 | -12,285 | -0.6% | -$48.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,509.63万 | 2.18% | 757,412 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $4,472.24万 | 2.17% | 896,241 | -1,628 | -0.2% | -$8.12万 | 减仓 |
| IJH | ISHARES TR | $4,009.50万 | 1.94% | 607,500 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $3,815.90万 | 1.85% | 547,711 | -776 | -0.1% | -$5.41万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3,783.13万 | 1.83% | 812,006 | -1,376 | -0.2% | -$6.41万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,648.91万 | 1.77% | 957,467 | -2,275 | -0.2% | -$8.67万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,354.40万 | 1.63% | 446,956 | -2,463 | -0.5% | -$18.48万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $3,110.75万 | 1.51% | 682,631 | -3,400 | -0.5% | -$15.49万 | 减仓 |
| AAPL | APPLE INC | $2,940.34万 | 1.42% | 108,157 | -6,837 | -5.9% | -$185.87万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,688.40万 | 1.30% | 706,915 | -2,285 | -0.3% | -$8.69万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,421.69万 | 1.17% | 323,410 | -2,772 | -0.8% | -$20.76万 | 减仓 |
| ITOT | ISHARES TR | $2,031.90万 | 0.98% | 136,654 | -62 | -0.0% | -$9,219 | 减仓 |
| IVV | ISHARES TR | $2,028.24万 | 0.98% | 29,612 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $1,991.39万 | 0.96% | 29,203 | -99 | -0.3% | -$6.75万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,972.73万 | 0.96% | 421,523 | -149 | -0.0% | -$6,973 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,948.36万 | 0.94% | 190,232 | -1,166 | -0.6% | -$11.94万 | 减仓 |
| CLOI | VANECK ETF TRUST | $1,901.54万 | 0.92% | 360,072 | -2,367 | -0.7% | -$12.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,788.78万 | 0.87% | 95,913 | -4,162 | -4.2% | -$77.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,763.73万 | 0.85% | 36,469 | -1,568 | -4.1% | -$75.83万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,359.52万 | 0.66% | 121,625 | -82 | -0.1% | -$9,166 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,315.39万 | 0.64% | 274,325 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $1,291.86万 | 0.63% | 180,907 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $1,245.48万 | 0.60% | 244,883 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1,183.50万 | 0.57% | 35,300 | -92 | -0.3% | -$3.08万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,098.17万 | 0.53% | 346,807 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $1,028.99万 | 0.50% | 187,635 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,013.95万 | 0.49% | 32,395 | -1,501 | -4.4% | -$46.98万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $995.56万 | 0.48% | 45,298 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $985.74万 | 0.48% | 288,144 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $984.90万 | 0.48% | 16,033 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $975.89万 | 0.47% | 270,629 | -1,315 | -0.5% | -$4.74万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $920.75万 | 0.45% | 48,209 | -48 | -0.1% | -$9,168 | 减仓 |
| IJR | ISHARES TR | $920.34万 | 0.45% | 76,581 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $905.76万 | 0.44% | 12 | -35 | -74.5% | -$2,641.80万 | 减仓 |
| IBDR | ISHARES TR | $875.42万 | 0.42% | 361,295 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $866.66万 | 0.42% | 18,311 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $864.89万 | 0.42% | 229,962 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $862.32万 | 0.42% | 37,359 | -1,804 | -4.6% | -$41.64万 | 减仓 |
| GOOG | ALPHABET INC | $844.56万 | 0.41% | 26,914 | -1,092 | -3.9% | -$34.27万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $827.93万 | 0.40% | 194,532 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $827.30万 | 0.40% | 252,764 | -2,430 | -1.0% | -$7.95万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $822.42万 | 0.40% | 113,798 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $795.11万 | 0.39% | 127,279 | -2,589 | -2.0% | -$16.17万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $764.58万 | 0.37% | 234,750 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $749.94万 | 0.36% | 11,958 | -721 | -5.7% | -$45.22万 | 减仓 |
| IVE | ISHARES TR | $743.97万 | 0.36% | 35,081 | -90 | -0.3% | -$1.91万 | 减仓 |
| EBND | SPDR SERIES TRUST | $742.94万 | 0.36% | 347,657 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $717.07万 | 0.35% | 74,671 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $716.46万 | 0.35% | 22,235 | -1,751 | -7.3% | -$56.42万 | 减仓 |
| IJS | ISHARES TR | $692.90万 | 0.34% | 60,930 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $680.57万 | 0.33% | 146,234 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $676.25万 | 0.33% | 32,677 | -991 | -2.9% | -$20.51万 | 减仓 |
| MBB | ISHARES TR | $642.99万 | 0.31% | 67,527 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $639.02万 | 0.31% | 77,627 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $626.93万 | 0.30% | 25,046 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $626.44万 | 0.30% | 258,005 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $592.44万 | 0.29% | 161,956 | 0 | 0.0% | — | 不变 |
| FFSM | FIDELITY COVINGTON TRUST | $591.95万 | 0.29% | 192,881 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $589.30万 | 0.29% | 116,786 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $570.95万 | 0.28% | 51,815 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $559.93万 | 0.27% | 11,477 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $554.08万 | 0.27% | 145,809 | -792 | -0.5% | -$3.01万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $537.81万 | 0.26% | 52,737 | -406 | -0.8% | -$4.14万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $517.37万 | 0.25% | 111,888 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $507.02万 | 0.25% | 50,763 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $488.23万 | 0.24% | 15,975 | -117 | -0.7% | -$3.58万 | 减仓 |
| META | META PLATFORMS INC | $487.99万 | 0.24% | 7,393 | -626 | -7.8% | -$41.32万 | 减仓 |
| HYDB | ISHARES TR | $479.20万 | 0.23% | 101,204 | -2,308 | -2.2% | -$10.93万 | 减仓 |
| VV | VANGUARD INDEX FDS | $471.30万 | 0.23% | 14,971 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $464.39万 | 0.22% | 102,718 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $452.19万 | 0.22% | 8,996 | -4,034 | -31.0% | -$202.77万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $449.16万 | 0.22% | 23,447 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $430.86万 | 0.21% | 140,209 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $411.87万 | 0.20% | 122,072 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $404.42万 | 0.20% | 105,951 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $397.92万 | 0.19% | 29,103 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $392.59万 | 0.19% | 10,148 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $382.94万 | 0.19% | 35,752 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $381.97万 | 0.19% | 150,058 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $377.13万 | 0.18% | 65,886 | 0 | 0.0% | — | 不变 |
| PHYL | PGIM ETF TR | $369.05万 | 0.18% | 104,016 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $368.78万 | 0.18% | 49,789 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $367.82万 | 0.18% | 25,548 | -50 | -0.2% | -$7,199 | 减仓 |
| — | EXXON MOBIL CORP | $364.64万 | 0.18% | 30,301 | -236 | -0.8% | -$2.84万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $341.58万 | 0.17% | 56,172 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $341.29万 | 0.17% | 12,585 | -57 | -0.5% | -$1.55万 | 减仓 |
| AVGO | BROADCOM INC | $322.57万 | 0.16% | 9,320 | -1,380 | -12.9% | -$47.76万 | 减仓 |
| VB | VANGUARD INDEX FDS | $306.58万 | 0.15% | 11,885 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $303.98万 | 0.15% | 8,834 | -36 | -0.4% | -$1.24万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $297.43万 | 0.14% | 55,008 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $291.87万 | 0.14% | 27,728 | -110 | -0.4% | -$1.16万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $283.59万 | 0.14% | 104,223 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $281.33万 | 0.14% | 20,189 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $276.18万 | 0.13% | 28,434 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $273.22万 | 0.13% | 29,140 | 0 | 0.0% | — | 不变 |