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 |
|---|---|---|---|---|---|---|---|---|
| EEMV | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -13,688 | -100.0% | -$82.15万 | 清仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PENN | PENN ENTERTAINMENT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GVI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMT | AMERICAN TOWER CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHE | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -10,520 | -100.0% | -$75.75万 | 清仓 |
| FNCL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -9,739 | -100.0% | -$75.71万 | 清仓 |
| AMX | AMERICA MOVIL SAB DE CV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -529 | -100.0% | -$73.75万 | 清仓 |
| LRGF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JXN | JACKSON FINANCIAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBSH | COMMERCE BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USB | US BANCORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -16,236 | -100.0% | -$67.10万 | 清仓 |
| PNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -34,644 | -100.0% | -$66.48万 | 清仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -3,085 | -100.0% | -$66.34万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RYAM | RAYONIER ADVANCED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BUFB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFLV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -18,310 | -100.0% | -$62.64万 | 清仓 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -16,462 | -100.0% | -$62.18万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGBL | CAPITAL GROUP CORE BALANCED | $0 | 0.00% | 0 | -17,406 | -100.0% | -$61.50万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LCTU | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AI | C3 AI INC | $0 | 0.00% | 0 | -45,000 | -100.0% | -$60.66万 | 清仓 |
| FRMI | FERMI INC | $0 | 0.00% | 0 | -75,500 | -100.0% | -$60.40万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -22,662 | -100.0% | -$59.65万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | -4,393 | -100.0% | -$59.24万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PWZ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VFLO | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIVB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,294 | -100.0% | -$58.66万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FLEXSHARES TR | $0 | 0.00% | 0 | -8,070 | -100.0% | -$58.14万 | 清仓 |
| FEZ | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XSOE | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DBND | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -2,551 | -100.0% | -$55.96万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOXL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -13,050 | -100.0% | -$54.85万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -10,232 | -100.0% | -$54.61万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -3,314 | -100.0% | -$53.56万 | 清仓 |