AXXCESS WEALTH MANAGEMENT, LLC
CARLSBAD CA · SEC CIK 0001911056
$31.20亿2026Q1 申报市值
373持仓数
31.7%前十大占比 · 第一大 5.7%
23 / 166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
JPST 加仓+$1,998.54万
EEM 加仓+$1,150.25万
BALT 加仓+$918.36万
MBB 加仓+$836.97万
VOE 加仓+$819.20万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$4,862.60万
NVDA 减仓-$1,559.91万
AGG 减仓-$1,265.58万
TWO RDS SHARED T 清仓-$1,180.66万
RSP 减仓-$1,179.76万
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 |
|---|---|---|---|---|---|---|---|---|
| IYR | ISHARES TR | $284.54万 | 0.09% | 30,091 | -418 | -1.4% | -$3.95万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $294.79万 | 0.09% | 8,541 | 123 | 1.5% | $4.25万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $296.41万 | 0.09% | 29,585 | -6,688 | -18.4% | -$67.01万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $311.64万 | 0.10% | 43,008 | 43,008 | — | $311.64万 | 新建仓 |
| NOBL | PROSHARES TR | $322.36万 | 0.10% | 30,408 | 158 | 0.5% | $1.67万 | 加仓 |
| TXN | TEXAS INSTRS INC | $334.94万 | 0.11% | 17,253 | -1,506 | -8.0% | -$29.24万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $335.71万 | 0.11% | 67,999 | -44,516 | -39.6% | -$219.77万 | 减仓 |
| WM | WASTE MGMT INC DEL | $337.60万 | 0.11% | 14,691 | -1,320 | -8.2% | -$30.33万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $339.75万 | 0.11% | 69,994 | -1,111 | -1.6% | -$5.39万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $343.80万 | 0.11% | 40,490 | -302 | -0.7% | -$2.56万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $348.11万 | 0.11% | 42,068 | 5,958 | 16.5% | $49.30万 | 加仓 |
| VCR | VANGUARD WORLD FD | $348.75万 | 0.11% | 9,714 | -554 | -5.4% | -$19.89万 | 减仓 |
| FLOT | ISHARES TR | $353.70万 | 0.11% | 69,421 | 7,459 | 12.0% | $38.00万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $355.96万 | 0.11% | 22,010 | -1,226 | -5.3% | -$19.83万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $357.10万 | 0.11% | 13,197 | -5,705 | -30.2% | -$154.37万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $357.73万 | 0.11% | 41,973 | 450 | 1.1% | $3.84万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $360.43万 | 0.12% | 40,636 | 2,042 | 5.3% | $18.11万 | 加仓 |
| URNM | SPROTT FDS TR | $362.46万 | 0.12% | 57,396 | -2 | -0.0% | -$126 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $370.80万 | 0.12% | 22,426 | -10,385 | -31.7% | -$171.71万 | 减仓 |
| ESGD | ISHARES TR | $373.49万 | 0.12% | 39,060 | -2,199 | -5.3% | -$21.03万 | 减仓 |
| BLK | BLACKROCK INC | $376.83万 | 0.12% | 3,918 | -99 | -2.5% | -$9.52万 | 减仓 |
| CSX | CSX CORP | $384.39万 | 0.12% | 93,640 | -1,277 | -1.3% | -$5.24万 | 减仓 |
| INTC | INTEL CORP | $387.61万 | 0.12% | 87,833 | 1,118 | 1.3% | $4.93万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $389.81万 | 0.12% | 75,064 | 48,920 | 187.1% | $254.04万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $391.77万 | 0.13% | 18,540 | -710 | -3.7% | -$15.00万 | 减仓 |
| QUAL | ISHARES TR | $398.67万 | 0.13% | 20,785 | 44 | 0.2% | $8,439 | 加仓 |
| BA | BOEING CO | $403.36万 | 0.13% | 20,267 | 3 | 0.0% | $597 | 加仓 |
| CMCSA | COMCAST CORP NEW | $405.87万 | 0.13% | 141,370 | -25,770 | -15.4% | -$73.99万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $411.43万 | 0.13% | 74,105 | -14,842 | -16.7% | -$82.40万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $414.81万 | 0.13% | 71,842 | -2,530 | -3.4% | -$14.61万 | 减仓 |
| T | AT&T INC | $415.62万 | 0.13% | 143,365 | -7,668 | -5.1% | -$22.23万 | 减仓 |
| FLXR | TCW ETF TRUST | $415.87万 | 0.13% | 105,901 | 1,610 | 1.5% | $6.32万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $417.87万 | 0.13% | 31,913 | -3,669 | -10.3% | -$48.04万 | 减仓 |
| HGER | HARBOR ETF TRUST | $417.90万 | 0.13% | 134,762 | 21,011 | 18.5% | $65.16万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $419.69万 | 0.13% | 51,195 | 19,801 | 63.1% | $162.33万 | 加仓 |
| ITM | VANECK ETF TRUST | $424.11万 | 0.14% | 91,345 | 10,591 | 13.1% | $49.17万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $430.93万 | 0.14% | 38,900 | 755 | 2.0% | $8.36万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $431.33万 | 0.14% | 18,716 | 1,632 | 9.6% | $37.61万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $432.81万 | 0.14% | 36,607 | 1,664 | 4.8% | $19.67万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $434.84万 | 0.14% | 169,595 | -17,768 | -9.5% | -$45.56万 | 减仓 |
| DE | DEERE & CO | $435.98万 | 0.14% | 7,740 | -166 | -2.1% | -$9.35万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $440.76万 | 0.14% | 13,047 | -3,166 | -19.5% | -$106.96万 | 减仓 |
| IEI | ISHARES TR | $444.99万 | 0.14% | 37,520 | -57,877 | -60.7% | -$686.42万 | 减仓 |
| MOAT | VANECK ETF TRUST | $448.57万 | 0.14% | 46,388 | -9,510 | -17.0% | -$91.96万 | 减仓 |
| FISR | SSGA ACTIVE TR | $459.38万 | 0.15% | 178,608 | 31,836 | 21.7% | $81.88万 | 加仓 |
| UNP | UNION PAC CORP | $463.16万 | 0.15% | 19,089 | -6,259 | -24.7% | -$151.86万 | 减仓 |
| C | CITIGROUP INC | $463.47万 | 0.15% | 40,867 | -17,932 | -30.5% | -$203.37万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $470.08万 | 0.15% | 21,857 | -1,214 | -5.3% | -$26.11万 | 减仓 |
| SHY | ISHARES TR | $478.65万 | 0.15% | 57,968 | 1,786 | 3.2% | $14.75万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $483.54万 | 0.15% | 143,783 | 143,783 | — | $483.54万 | 新建仓 |
| WFC | WELLS FARGO & CO | $497.75万 | 0.16% | 62,524 | -14,380 | -18.7% | -$114.48万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $506.60万 | 0.16% | 34,555 | 2,871 | 9.1% | $42.09万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $508.19万 | 0.16% | 8,409 | -141 | -1.6% | -$8.52万 | 减仓 |
| ASML | ASML HLDG NV | $509.09万 | 0.16% | 3,855 | 491 | 14.6% | $64.84万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $522.95万 | 0.17% | 85,366 | -20,387 | -19.3% | -$124.89万 | 减仓 |
| ARKK | ARK ETF TR | $531.97万 | 0.17% | 78,705 | -2,199 | -2.7% | -$14.86万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $536.98万 | 0.17% | 27,080 | -1,700 | -5.9% | -$33.71万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $537.35万 | 0.17% | 70,947 | 57,991 | 447.6% | $439.23万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $537.49万 | 0.17% | 204,367 | -58,990 | -22.4% | -$155.14万 | 减仓 |
| PFE | PFIZER INC | $541.81万 | 0.17% | 192,953 | -17,222 | -8.2% | -$48.36万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $546.75万 | 0.18% | 16,664 | -10,616 | -38.9% | -$348.31万 | 减仓 |
| QCOM | QUALCOMM INC | $561.31万 | 0.18% | 43,586 | 400 | 0.9% | $5.15万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $564.42万 | 0.18% | 43,059 | 323 | 0.8% | $4.23万 | 加仓 |
| AMGN | AMGEN INC | $567.93万 | 0.18% | 16,141 | 2,032 | 14.4% | $71.50万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $573.83万 | 0.18% | 26,857 | -5,950 | -18.1% | -$127.13万 | 减仓 |
| EAGG | ISHARES TR | $590.44万 | 0.19% | 124,172 | 7,772 | 6.7% | $36.96万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $593.13万 | 0.19% | 154,381 | -68,592 | -30.8% | -$263.53万 | 减仓 |
| GEV | GE VERNOVA INC | $603.52万 | 0.19% | 7,013 | 359 | 5.4% | $30.89万 | 加仓 |
| EVR | EVERCORE INC | $606.55万 | 0.19% | 20,319 | -323 | -1.6% | -$9.64万 | 减仓 |
| GE | GE AEROSPACE | $609.55万 | 0.20% | 21,480 | 1,457 | 7.3% | $41.35万 | 加仓 |
| — | HONEYWELL INTL INC | $642.28万 | 0.21% | 28,415 | -4,588 | -13.9% | -$103.70万 | 减仓 |
| ETN | EATON CORP PLC | $657.98万 | 0.21% | 18,396 | -1,592 | -8.0% | -$56.94万 | 减仓 |
| SLV | ISHARES SILVER TR | $666.16万 | 0.21% | 97,764 | 11,131 | 12.8% | $75.85万 | 加仓 |
| IGSB | ISHARES TR | $692.01万 | 0.22% | 131,660 | -10,438 | -7.3% | -$54.86万 | 减仓 |
| MCD | MCDONALDS CORP | $696.33万 | 0.22% | 22,406 | -1,695 | -7.0% | -$52.68万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $701.80万 | 0.22% | 102,783 | 8,629 | 9.2% | $58.92万 | 加仓 |
| BOND | PIMCO ETF TR | $718.86万 | 0.23% | 77,900 | 1,134 | 1.5% | $10.46万 | 加仓 |
| DIS | DISNEY WALT CO | $722.59万 | 0.23% | 74,973 | 7,531 | 11.2% | $72.58万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $740.49万 | 0.24% | 14,819 | -1,807 | -10.9% | -$90.29万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $746.53万 | 0.24% | 36,743 | 953 | 2.7% | $19.36万 | 加仓 |
| APH | AMPHENOL CORP | $803.60万 | 0.26% | 63,601 | 507 | 0.8% | $6.41万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $819.50万 | 0.26% | 488,668 | 35,425 | 7.8% | $59.41万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $824.47万 | 0.26% | 104,007 | -53,865 | -34.1% | -$426.99万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $838.89万 | 0.27% | 148,005 | -616 | -0.4% | -$3.49万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $858.45万 | 0.28% | 186,336 | 16,250 | 9.6% | $74.86万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $879.35万 | 0.28% | 175,170 | -67,909 | -27.9% | -$340.90万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $893.00万 | 0.29% | 91,206 | -13,634 | -13.0% | -$133.49万 | 减仓 |
| CMI | CUMMINS INC | $894.90万 | 0.29% | 16,634 | -859 | -4.9% | -$46.21万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $895.30万 | 0.29% | 296,950 | 6,792 | 2.3% | $20.48万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $907.03万 | 0.29% | 44,587 | 853 | 2.0% | $17.35万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $925.28万 | 0.30% | 82,534 | -84,023 | -50.4% | -$941.98万 | 减仓 |
| LIN | LINDE PLC | $944.90万 | 0.30% | 19,060 | 353 | 1.9% | $17.50万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $958.93万 | 0.31% | 210,199 | 234 | 0.1% | $1.07万 | 加仓 |
| TLT | ISHARES TR | $970.23万 | 0.31% | 111,920 | 1,373 | 1.2% | $11.90万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $973.25万 | 0.31% | 104,785 | -10,709 | -9.3% | -$99.47万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $996.55万 | 0.32% | 45,563 | 3,348 | 7.9% | $73.23万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,006.46万 | 0.32% | 54,616 | 44,454 | 437.5% | $819.20万 | 加仓 |
| MBB | ISHARES TR | $1,006.70万 | 0.32% | 106,025 | 88,149 | 493.1% | $836.97万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,063.56万 | 0.34% | 73,285 | -45,066 | -38.1% | -$654.03万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,073.97万 | 0.34% | 44,308 | -2,851 | -6.0% | -$69.10万 | 减仓 |