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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $1,078.86万 | 0.35% | 69,474 | 2,215 | 3.3% | $34.40万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,088.63万 | 0.35% | 13,329 | -1,575 | -10.6% | -$128.64万 | 减仓 |
| VHT | VANGUARD WORLD FD | $1,090.43万 | 0.35% | 40,040 | 493 | 1.2% | $13.43万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,146.65万 | 0.37% | 77,423 | 873 | 1.1% | $12.93万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,171.49万 | 0.38% | 297,107 | 30,924 | 11.6% | $121.93万 | 加仓 |
| RTX | RTX CORPORATION | $1,204.78万 | 0.39% | 62,944 | 1,233 | 2.0% | $23.60万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,205.00万 | 0.39% | 157,435 | 76,680 | 95.0% | $586.91万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,211.72万 | 0.39% | 83,890 | -4,349 | -4.9% | -$62.82万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,226.86万 | 0.39% | 228,168 | 27,668 | 13.8% | $148.77万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,229.21万 | 0.39% | 33,453 | -1,257 | -3.6% | -$46.19万 | 减仓 |
| KO | COCA COLA CO | $1,277.64万 | 0.41% | 168,000 | -5,484 | -3.2% | -$41.71万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,338.84万 | 0.43% | 19,189 | -842 | -4.2% | -$58.75万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,359.80万 | 0.44% | 132,444 | -8,219 | -5.8% | -$84.38万 | 减仓 |
| CAT | CATERPILLAR INC | $1,428.55万 | 0.46% | 20,164 | -2,256 | -10.1% | -$159.83万 | 减仓 |
| CSCO | CISCO SYS INC | $1,428.66万 | 0.46% | 184,129 | 18,357 | 11.1% | $142.43万 | 加仓 |
| WULF | TERAWULF INC | $1,443.02万 | 0.46% | 1,000,013 | 13 | 0.0% | $188 | 加仓 |
| HD | HOME DEPOT INC | $1,455.63万 | 0.47% | 44,259 | -9,854 | -18.2% | -$324.09万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $1,500.23万 | 0.48% | 448,298 | 274,425 | 157.8% | $918.36万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,506.16万 | 0.48% | 73,273 | 2,879 | 4.1% | $59.18万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,516.60万 | 0.49% | 79,022 | -61,471 | -43.8% | -$1,179.76万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $1,565.33万 | 0.50% | 307,924 | 69,328 | 29.1% | $352.43万 | 加仓 |
| ABBV | ABBVIE INC | $1,575.46万 | 0.50% | 72,438 | -2,786 | -3.7% | -$60.59万 | 减仓 |
| V | VISA INC | $1,621.08万 | 0.52% | 53,636 | -8,006 | -13.0% | -$241.97万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,660.10万 | 0.53% | 283,584 | 1,333 | 0.5% | $7.80万 | 加仓 |
| SGOV | ISHARES TR | $1,692.48万 | 0.54% | 168,139 | -483,074 | -74.2% | -$4,862.60万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,808.50万 | 0.58% | 18,150 | 711 | 4.1% | $70.85万 | 加仓 |
| LLY | ELI LILLY & CO | $1,873.14万 | 0.60% | 20,366 | -1,982 | -8.9% | -$182.29万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,953.88万 | 0.63% | 383,264 | 59,934 | 18.5% | $305.54万 | 加仓 |
| GLD | SPDR GOLD TR | $1,980.24万 | 0.63% | 46,021 | -1,141 | -2.4% | -$49.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,004.22万 | 0.64% | 81,992 | -4,920 | -5.7% | -$120.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,014.53万 | 0.65% | 42,039 | 2,031 | 5.1% | $97.33万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,056.08万 | 0.66% | 154,709 | -8,958 | -5.5% | -$119.05万 | 减仓 |
| IEFA | ISHARES TR | $2,095.15万 | 0.67% | 231,432 | -3,763 | -1.6% | -$34.07万 | 减仓 |
| EEM | ISHARES TR | $2,095.22万 | 0.67% | 368,941 | 202,544 | 121.7% | $1,150.25万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,117.65万 | 0.68% | 690,238 | 28,415 | 4.3% | $87.18万 | 加仓 |
| — | EXXON MOBIL CORP | $2,163.08万 | 0.69% | 127,494 | -23,153 | -15.4% | -$392.82万 | 减仓 |
| NFLX | NETFLIX INC. | $2,488.25万 | 0.80% | 260,132 | 2,944 | 1.1% | $28.16万 | 加仓 |
| TSLA | TESLA INC | $2,492.48万 | 0.80% | 69,555 | -7,054 | -9.2% | -$252.78万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,696.96万 | 0.86% | 234,702 | -99,784 | -29.8% | -$1,146.62万 | 减仓 |
| GOOG | ALPHABET INC | $2,791.49万 | 0.89% | 104,602 | -14,856 | -12.4% | -$396.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,807.42万 | 0.90% | 48,641 | -4,133 | -7.8% | -$238.54万 | 减仓 |
| META | META PLATFORMS INC | $2,875.98万 | 0.92% | 50,466 | -13,248 | -20.8% | -$754.98万 | 减仓 |
| WMT | WALMART INC | $2,960.84万 | 0.95% | 238,240 | -38,745 | -14.0% | -$481.52万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,093.39万 | 0.99% | 482,740 | 4,639 | 1.0% | $29.73万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,266.08万 | 1.05% | 101,807 | 13,845 | 15.7% | $444.16万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,365.09万 | 1.08% | 141,616 | 2,742 | 2.0% | $65.16万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $3,419.19万 | 1.10% | 728,883 | 39,438 | 5.7% | $185.00万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $3,504.34万 | 1.12% | 280,056 | 5,867 | 2.1% | $73.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,714.42万 | 1.19% | 64,281 | 4,806 | 8.1% | $277.71万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,826.28万 | 1.23% | 130,075 | -15,249 | -10.5% | -$448.56万 | 减仓 |
| IVV | ISHARES TR | $4,045.72万 | 1.30% | 61,936 | -3,795 | -5.8% | -$247.89万 | 减仓 |
| PAVE | GLOBAL X FDS | $5,174.03万 | 1.66% | 1,018,309 | -8,916 | -0.9% | -$45.30万 | 减仓 |
| GOOGL | ALPHABET INC | $5,477.45万 | 1.76% | 197,338 | -7,395 | -3.6% | -$205.26万 | 减仓 |
| AVGO | BROADCOM INC | $5,480.51万 | 1.76% | 177,070 | -6,382 | -3.5% | -$197.53万 | 减仓 |
| IJR | ISHARES TR | $5,681.83万 | 1.82% | 457,070 | -13,732 | -2.9% | -$170.70万 | 减仓 |
| IAU | ISHARES GOLD TR | $5,920.00万 | 1.90% | 671,507 | -105,042 | -13.5% | -$926.05万 | 减仓 |
| AMZN | AMAZON COM INC | $6,786.31万 | 2.18% | 327,700 | -19,018 | -5.5% | -$393.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,976.32万 | 2.24% | 116,749 | 1,925 | 1.7% | $115.03万 | 加仓 |
| IJH | ISHARES TR | $7,083.38万 | 2.27% | 1,048,923 | -874 | -0.1% | -$5.90万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $7,195.72万 | 2.31% | 1,435,698 | 83,509 | 6.2% | $418.55万 | 加仓 |
| BIL | SPDR SERIES TRUST | $7,637.91万 | 2.45% | 833,469 | 83,230 | 11.1% | $762.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,623.16万 | 2.76% | 235,388 | -7,070 | -2.9% | -$259.00万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,839.65万 | 2.83% | 510,231 | -90,039 | -15.0% | -$1,559.91万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $9,383.17万 | 3.01% | 2,055,459 | 1,023 | 0.0% | $4.67万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1.17亿 | 3.76% | 2,320,042 | 394,890 | 20.5% | $1,998.54万 | 加仓 |
| AAPL | APPLE INC | $1.36亿 | 4.36% | 552,896 | 1,147 | 0.2% | $28.25万 | 重新持有 |
| AGG | ISHARES TR | $1.78亿 | 5.69% | 1,789,175 | -127,489 | -6.7% | -$1,265.58万 | 减仓 |