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 |
|---|---|---|---|---|---|---|---|---|
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -2,453 | -100.0% | -$53.24万 | 清仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DISV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -1,247 | -100.0% | -$52.34万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -8,957 | -100.0% | -$49.78万 | 清仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -21,465 | -100.0% | -$49.78万 | 清仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -11,351 | -100.0% | -$48.75万 | 清仓 |
| GLPI | GAMING & LEISURE PPTYS INC | $0 | 0.00% | 0 | -10,778 | -100.0% | -$48.16万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -13,702 | -100.0% | -$47.98万 | 清仓 |
| DWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -10,850 | -100.0% | -$47.67万 | 清仓 |
| ZROZ | PIMCO ETF TR | $0 | 0.00% | 0 | -7,369 | -100.0% | -$47.35万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -2,800 | -100.0% | -$47.26万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -6,905 | -100.0% | -$47.03万 | 清仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -19,919 | -100.0% | -$44.54万 | 清仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -1,491 | -100.0% | -$44.08万 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -5,480 | -100.0% | -$43.41万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LGLV | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROE | EA SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -125 | -100.0% | -$42.39万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -1,170 | -100.0% | -$41.77万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -4,603 | -100.0% | -$41.44万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -10,245 | -100.0% | -$40.57万 | 清仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -18,610 | -100.0% | -$40.31万 | 清仓 |
| PDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -2,281 | -100.0% | -$40.14万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -2,214 | -100.0% | -$40.14万 | 清仓 |
| PAUG | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -2,480 | -100.0% | -$39.88万 | 清仓 |
| PJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -1,528 | -100.0% | -$39.12万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFAE | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -6,852 | -100.0% | -$38.81万 | 清仓 |
| — | MAGIC SOFTWARE ENTERPRISES L | $0 | 0.00% | 0 | -14,918 | -100.0% | -$38.41万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNIYIELD MICH QU | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -488 | -100.0% | -$37.67万 | 清仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDIV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PPLT | ABRDN PLATINUM ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAR | GRANITESHARES GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FENI | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDMO | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BP | BP PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHYM | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -4,550 | -100.0% | -$35.28万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FISV | FISERV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XMLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,759 | -100.0% | -$34.68万 | 清仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PECO | PHILLIPS EDISON & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AOK | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMGF | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |