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 |
|---|---|---|---|---|---|---|---|---|
| PHO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -25,621 | -100.0% | -$180.40万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DAVE | DAVE INC | $0 | 0.00% | 0 | -7,356 | -100.0% | -$162.87万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESML | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HELO | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VALKYRIE ETF TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCN | PIMCO CORPORATE & INCM STRG | $0 | 0.00% | 0 | -116,913 | -100.0% | -$149.18万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CB | CHUBB LIMITED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACWX | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SUB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -2,508 | -100.0% | -$145.64万 | 清仓 |
| PVAL | PUTNAM ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IMCG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -8,898 | -100.0% | -$143.55万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFIP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -33,194 | -100.0% | -$137.94万 | 清仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -11,014 | -100.0% | -$136.79万 | 清仓 |
| AVDV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SQQQ | PROSHARES TR | $0 | 0.00% | 0 | -19,305 | -100.0% | -$132.24万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EELV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FVAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFIS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -36,698 | -100.0% | -$120.70万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SE | SEA LTD | $0 | 0.00% | 0 | -9,225 | -100.0% | -$117.68万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MPAA | MOTORCAR PTS AMER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALAI | THE ALGER ETF TRUST | $0 | 0.00% | 0 | -31,664 | -100.0% | -$114.34万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -58,837 | -100.0% | -$113.50万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -7,399 | -100.0% | -$109.63万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DGCB | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -19,699 | -100.0% | -$106.84万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -26,262 | -100.0% | -$105.57万 | 清仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INMD | INMODE LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XNTK | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQH | NORTHERN LTS FD TR III | $0 | 0.00% | 0 | -12,985 | -100.0% | -$100.46万 | 清仓 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | -28,526 | -100.0% | -$100.44万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FELC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMLF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NULV | NUSHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -5,493 | -100.0% | -$87.48万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LIT | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBK | FB FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |