13F 机构持仓

SAXON INTERESTS, INC.

HOUSTON TX · SEC CIK 0001905867

2026Q22026Q1 更早 9 个季度 🔒
$3.62亿2026Q2 申报市值
238持仓数
35.5%前十大占比 · 第一大 8.6%
31 / 18新建仓 / 清仓
申报市值走势$3.62亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PRF 8.6%
GARP 4.4%
AAPL 3.5%
AVEM 3.5%
AVUV 3.2%
EQWL 2.8%
VTI 2.5%
IWF 2.4%
NVDA 2.4%
AMZN 2.2%

2026Q2 买入最多 按季末市值估算

GARP 新建仓+$1,606.16万
AVEM 新建仓+$1,254.07万
AVUV 新建仓+$1,145.38万
EQWL 新建仓+$1,024.25万
PRF 加仓+$387.57万

2026Q2 卖出最多 按季末市值估算

DSTL 清仓-$779.81万
VSLU 清仓-$256.52万
IVLU 减仓-$208.35万
EXXON MOBIL CORP 减仓-$156.61万
IWM 减仓-$138.21万

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
PRF INVESCO EXCHANGE TRADED FD T $3,108.69万8.59%575,363 71,73314.2% $387.57万 加仓
GARP ISHARES TR $1,606.16万4.44%194,568 194,568— $1,606.16万 新建仓
AAPL APPLE INC $1,273.85万3.52%44,023 650.1% $1.88万 加仓
AVEM AMERICAN CENTY ETF TR $1,254.07万3.46%129,969 129,969— $1,254.07万 新建仓
AVUV AMERICAN CENTY ETF TR $1,145.38万3.16%91,806 91,806— $1,145.38万 新建仓
EQWL INVESCO EXCHANGE TRADED FD T $1,024.25万2.83%79,387 79,387— $1,024.25万 新建仓
VTI VANGUARD INDEX FDS $907.69万2.51%24,529 -250-1.0% -$9.25万 减仓
IWF ISHARES TR $868.76万2.40%69,965 3,4655.2% $43.02万 加仓
NVDA NVIDIA CORPORATION $866.67万2.39%43,314 5,45814.4% $109.21万 加仓
AMZN AMAZON COM INC $813.11万2.25%34,116 1,1643.5% $27.74万 加仓
MUNI PIMCO ETF TR $720.26万1.99%136,932 8,3596.5% $43.97万 加仓
MSFT MICROSOFT CORP $659.71万1.82%17,686 -281-1.6% -$10.48万 减仓
VOO VANGUARD INDEX FDS $634.13万1.75%9,233 -249-2.6% -$17.10万 减仓
DCRE DOUBLELINE ETF TRUST $507.71万1.40%98,004 5,9716.5% $30.93万 加仓
JPM JPMORGAN CHASE & CO $507.19万1.40%15,495 -285-1.8% -$9.33万 减仓
IEMG ISHARES INC $500.97万1.38%60,475 15,73435.2% $130.34万 加仓
META META PLATFORMS INC $441.02万1.22%7,829 -63-0.8% -$3.55万 减仓
AVGO BROADCOM INC $397.91万1.10%10,534 -1,739-14.2% -$65.69万 减仓
VIOV VANGUARD ADMIRAL FDS INC $381.85万1.05%32,545 630.2% $7,392 加仓
VOLT TEMA ETF TRUST $342.12万0.95%81,670 49,165151.3% $205.95万 加仓
IWD ISHARES TR $334.16万0.92%13,784 9657.5% $23.39万 加仓
XLK SELECT SECTOR SPDR TR $331.26万0.92%17,387 2441.4% $4.65万 加仓
PWR QUANTA SVCS INC $314.08万0.87%4,362 -368-7.8% -$26.50万 减仓
AGG ISHARES TR $306.83万0.85%30,999 -51-0.2% -$5,048 减仓
QQQ INVESCO QQQ TR $304.89万0.84%4,140 -173-4.0% -$12.74万 减仓
VLUE ISHARES TR $276.30万0.76%13,828 -450-3.2% -$8.99万 减仓
WMT WALMART INC $268.38万0.74%23,696 -1,138-4.6% -$12.89万 减仓
IWR ISHARES TR $247.83万0.68%22,465 -884-3.8% -$9.75万 减仓
IDV ISHARES TR $247.55万0.68%59,752 -12,609-17.4% -$52.24万 减仓
SPY STATE STR SPDR S&P 500 ETF T $243.09万0.67%3,255 -1,587-32.8% -$118.52万 减仓
IVLU ISHARES TR $239.57万0.66%57,287 -49,820-46.5% -$208.35万 减仓
— EXXON MOBIL CORP $231.58万0.64%16,938 -11,455-40.3% -$156.61万 减仓
DIA STATE STR SPDR DOW JONES IND $224.94万0.62%4,306 56515.1% $29.51万 加仓
VIG VANGUARD SPECIALIZED FUNDS $224.62万0.62%9,493 -757-7.4% -$17.91万 减仓
ADI ANALOG DEVICES INC $218.05万0.60%5,490 -451-7.6% -$17.91万 减仓
ABBV ABBVIE INC $217.13万0.60%8,628 -136-1.6% -$3.42万 减仓
ETN EATON CORP PLC $202.88万0.56%4,761 -287-5.7% -$12.23万 减仓
CVX CHEVRON CORPORATION $199.93万0.55%12,061 -1,043-8.0% -$17.29万 减仓
IVV ISHARES TR $190.96万0.53%2,550 -149-5.5% -$11.16万 减仓
VEU VANGUARD INTL EQUITY INDEX F $189.67万0.52%22,647 -1,930-7.9% -$16.16万 减仓
IWM ISHARES TR $189.43万0.52%6,305 -4,600-42.2% -$138.21万 减仓
CSCO CISCO SYS INC $187.51万0.52%15,963 -793-4.7% -$9.31万 减仓
CPB THE CAMPBELLS COMPANY $181.91万0.50%81,682 48,688147.6% $108.43万 加仓
MSI MOTOROLA SOLUTIONS INC $180.14万0.50%4,338 -211-4.6% -$8.76万 减仓
IYW ISHARES TR $174.92万0.48%6,935 -266-3.7% -$6.71万 减仓
IJH ISHARES TR $170.12万0.47%22,062 -283-1.3% -$2.18万 减仓
V VISA INC $168.43万0.47%4,909 -85-1.7% -$2.92万 减仓
MPC MARATHON PETE CORP $166.13万0.46%6,498 -257-3.8% -$6.57万 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $163.84万0.45%2,329 46925.2% $32.99万 加仓
JNJ JOHNSON & JOHNSON $161.65万0.45%6,365 -491-7.2% -$12.47万 减仓
IWN ISHARES TR $161.38万0.45%7,296 2,47851.4% $54.81万 加仓
VWO VANGUARD INTL EQUITY INDEX F $159.49万0.44%26,720 2150.8% $1.28万 加仓
HD HOME DEPOT INC $154.57万0.43%4,383 -302-6.4% -$10.65万 减仓
IEFA ISHARES TR $151.28万0.42%15,664 -11-0.1% -$1,062 减仓
USMV ISHARES TR $150.88万0.42%15,642 -371-2.3% -$3.58万 减仓
IJR ISHARES TR $146.69万0.41%9,891 -335-3.3% -$4.97万 减仓
LLY ELI LILLY & CO $145.97万0.40%1,217 33437.8% $40.06万 加仓
GS GOLDMAN SACHS GROUP INC $143.07万0.40%1,415 -127-8.2% -$12.84万 减仓
BBWI BATH & BODY WORKS INC $142.15万0.39%61,458 1810.3% $4,187 加仓
IWS ISHARES TR $136.34万0.38%8,283 1,95931.0% $32.25万 加仓
GSBD GOLDMAN SACHS BDC INC $134.74万0.37%142,135 19,22315.6% $18.22万 加仓
JIG J P MORGAN EXCHANGE TRADED F $131.92万0.36%15,133 00.0% — 不变
PTLC PACER FDS TR $127.61万0.35%21,903 -722-3.2% -$4.21万 减仓
CB CHUBB LIMITED $124.11万0.34%3,642 -201-5.2% -$6.85万 减仓
JCI JOHNSON CONTROLS INTERNATION $116.02万0.32%7,941 -603-7.1% -$8.81万 减仓
KHC KRAFT HEINZ CO $114.98万0.32%48,678 6,44815.3% $15.23万 加仓
ILCV ISHARES TR $114.23万0.32%11,283 00.0% — 不变
CMI CUMMINS INC $112.07万0.31%1,571 -108-6.4% -$7.70万 减仓
VYM VANGUARD WHITEHALL FDS $110.92万0.31%7,019 -293-4.0% -$4.63万 减仓
CME CME GROUP INC $110.92万0.31%5,023 440.9% $9,716 加仓
GOOG ALPHABET INC $108.30万0.30%3,065 87039.6% $30.74万 加仓
SNDK SANDISK CORP $105.50万0.29%464 464— $105.50万 新建仓
MCD MCDONALDS CORP $102.36万0.28%3,787 -575-13.2% -$15.54万 减仓
MU MICRON TECHNOLOGY INC $102.27万0.28%886 -1,160-56.7% -$133.90万 减仓
VFC V F CORP $100.90万0.28%60,491 -39-0.1% -$651 减仓
IBM INTERNATIONAL BUSINESS MACHS $100.65万0.28%3,579 -419-10.5% -$11.78万 减仓
GOOGL ALPHABET INC $99.58万0.28%2,786 -114-3.9% -$4.07万 减仓
DRI DARDEN RESTAURANTS INC $99.26万0.27%4,818 -75-1.5% -$1.55万 减仓
KLAR KLARNA GROUP PLC $97.82万0.27%48,328 2360.5% $4,777 加仓
APD AIR PRODUCTS AND CHEMICALS I $94.55万0.26%3,225 -201-5.9% -$5.89万 减仓
WFC WELLS FARGO & CO $92.79万0.26%11,228 -241-2.1% -$1.99万 减仓
EPD ENTERPRISE PRODS PARTNERS L $92.08万0.25%25,049 -270-1.1% -$9,925 减仓
EFA ISHARES TR $89.76万0.25%8,641 -412-4.6% -$4.28万 减仓
IFRA ISHARES TR $89.74万0.25%14,235 2,33119.6% $14.69万 加仓
BBDC BARINGS BDC INC $89.51万0.25%105,056 13,54714.8% $11.54万 加仓
SM SM ENERGY COMPANY $89.20万0.25%34,177 110.0% $287 加仓
MMM 3M CO $87.97万0.24%5,433 -682-11.2% -$11.04万 减仓
PVH PVH CORPORATION $87.00万0.24%11,716 00.0% — 不变
IWP ISHARES TR $86.38万0.24%5,900 -108-1.8% -$1.58万 减仓
NBIS NEBIUS GROUP N.V. $85.03万0.23%3,079 2006.9% $5.52万 加仓
VLU SPDR SERIES TRUST $83.73万0.23%3,515 -151-4.1% -$3.60万 减仓
NEE NEXTERA ENERGY INC $83.54万0.23%9,518 1,09613.0% $9.62万 加仓
O REALTY INCOME CORP $82.66万0.23%13,341 -334-2.4% -$2.07万 减仓
BP BP PLC $82.52万0.23%22,333 -2,192-8.9% -$8.10万 减仓
VOX VANGUARD WORLD FD $82.38万0.23%4,478 -80-1.8% -$1.47万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $82.29万0.23%1,723 40530.7% $19.34万 加仓
SDY SPDR SERIES TRUST $81.92万0.23%5,383 -45-0.8% -$6,848 减仓
LRCX LAM RESEARCH CORP $80.90万0.22%1,867 -24-1.3% -$1.04万 减仓
IJT ISHARES TR $80.43万0.22%4,503 -59-1.3% -$1.05万 减仓
IGM ISHARES TR $80.19万0.22%4,902 -17-0.3% -$2,781 减仓