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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $74.22万 | 0.02% | 7,099 | 3,731 | 110.8% | $39.01万 | 加仓 |
| USMF | WISDOMTREE TR | $75.41万 | 0.02% | 15,272 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $76.13万 | 0.02% | 3,723 | 632 | 20.4% | $12.92万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $76.23万 | 0.02% | 6,053 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $76.36万 | 0.02% | 24,809 | 10,514 | 73.6% | $32.36万 | 加仓 |
| VPU | VANGUARD WORLD FD | $76.41万 | 0.02% | 3,856 | -1,525 | -28.3% | -$30.22万 | 减仓 |
| VAW | VANGUARD WORLD FD | $76.73万 | 0.02% | 3,405 | -89 | -2.5% | -$2.01万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $77.24万 | 0.02% | 15,955 | 15,955 | — | $77.24万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $77.76万 | 0.02% | 13,131 | -1,808 | -12.1% | -$10.71万 | 减仓 |
| VIS | VANGUARD WORLD FD | $78.96万 | 0.03% | 2,529 | 84 | 3.4% | $2.62万 | 加仓 |
| FIX | COMFORT SYS USA INC | $81.09万 | 0.03% | 588 | 44 | 8.1% | $6.07万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $81.26万 | 0.03% | 7,019 | 2,339 | 50.0% | $27.08万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $81.77万 | 0.03% | 3,019 | 75 | 2.5% | $2.03万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $82.03万 | 0.03% | 29,454 | -1,401 | -4.5% | -$3.90万 | 减仓 |
| TPR | TAPESTRY INC | $83.50万 | 0.03% | 5,917 | 2,842 | 92.4% | $40.11万 | 加仓 |
| APP | APPLOVIN CORP | $83.62万 | 0.03% | 2,101 | -6,263 | -74.9% | -$249.27万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $84.84万 | 0.03% | 8,624 | -5,850 | -40.4% | -$57.55万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $85.18万 | 0.03% | 56,596 | -500 | -0.9% | -$7,525 | 减仓 |
| VDE | VANGUARD WORLD FD | $88.31万 | 0.03% | 5,103 | -366 | -6.7% | -$6.33万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $89.98万 | 0.03% | 5,153 | -1,619 | -23.9% | -$28.27万 | 减仓 |
| AOM | ISHARES TR | $90.52万 | 0.03% | 19,110 | -1,496 | -7.3% | -$7.09万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $92.44万 | 0.03% | 17,520 | 6,515 | 59.2% | $34.37万 | 加仓 |
| TER | TERADYNE INC | $94.72万 | 0.03% | 3,195 | -745 | -18.9% | -$22.09万 | 减仓 |
| MTUM | ISHARES TR | $97.10万 | 0.03% | 4,046 | 58 | 1.5% | $1.39万 | 加仓 |
| CRWV | COREWEAVE INC | $98.63万 | 0.03% | 12,731 | 2,706 | 27.0% | $20.96万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $99.00万 | 0.03% | 43,547 | 2,548 | 6.2% | $5.79万 | 加仓 |
| PPH | VANECK ETF TRUST | $99.42万 | 0.03% | 9,571 | -314 | -3.2% | -$3.26万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $99.49万 | 0.03% | 30,194 | -23,585 | -43.9% | -$77.71万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $101.12万 | 0.03% | 20,054 | -717 | -3.5% | -$3.62万 | 减仓 |
| SBUX | STARBUCKS CORP | $102.24万 | 0.03% | 11,412 | -5,721 | -33.4% | -$51.26万 | 减仓 |
| — | PROSHARES TR | $103.66万 | 0.03% | 45,746 | -19,322 | -29.7% | -$43.78万 | 减仓 |
| DGRW | WISDOMTREE TR | $103.78万 | 0.03% | 11,815 | -166 | -1.4% | -$1.46万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $105.30万 | 0.03% | 22,020 | 409 | 1.9% | $1.96万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $106.58万 | 0.03% | 47,391 | 24,425 | 106.4% | $54.93万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $108.36万 | 0.03% | 29,551 | 23,883 | 421.4% | $87.58万 | 加仓 |
| VOX | VANGUARD WORLD FD | $108.82万 | 0.03% | 6,051 | -1,590 | -20.8% | -$28.59万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $110.58万 | 0.04% | 18,813 | -6,724 | -26.3% | -$39.52万 | 减仓 |
| TGT | TARGET CORP | $112.98万 | 0.04% | 9,322 | 2,514 | 36.9% | $30.47万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $114.23万 | 0.04% | 34,058 | -10,197 | -23.0% | -$34.20万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $114.84万 | 0.04% | 16,572 | -7,082 | -29.9% | -$49.08万 | 减仓 |
| SPYI | NEOS ETF TRUST | $116.20万 | 0.04% | 23,537 | 14,380 | 157.0% | $70.99万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $116.58万 | 0.04% | 45,504 | 12,358 | 37.3% | $31.66万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $116.87万 | 0.04% | 38,969 | -27,519 | -41.4% | -$82.53万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $117.23万 | 0.04% | 24,968 | -8,658 | -25.7% | -$40.65万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $121.38万 | 0.04% | 70,083 | -110,001 | -61.1% | -$190.52万 | 减仓 |
| PLD | PROLOGIS INC. | $123.81万 | 0.04% | 9,367 | -95 | -1.0% | -$1.26万 | 减仓 |
| SHOP | SHOPIFY INC | $123.89万 | 0.04% | 10,444 | -1,944 | -15.7% | -$23.06万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $126.12万 | 0.04% | 7,867 | -4,789 | -37.8% | -$76.78万 | 减仓 |
| IEF | ISHARES TR | $131.00万 | 0.04% | 13,726 | -379 | -2.7% | -$3.62万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $133.25万 | 0.04% | 13,640 | -1,140 | -7.7% | -$11.14万 | 减仓 |
| — | ZACKS TRUST | $133.91万 | 0.04% | 48,577 | 37,492 | 338.2% | $103.35万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $134.98万 | 0.04% | 10,994 | 141 | 1.3% | $1.73万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $135.93万 | 0.04% | 4,679 | 2,146 | 84.7% | $62.34万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $138.93万 | 0.04% | 34,610 | 637 | 1.9% | $2.56万 | 加仓 |
| CRM | SALESFORCE INC | $139.81万 | 0.04% | 7,490 | -1,535 | -17.0% | -$28.65万 | 减仓 |
| AIQ | GLOBAL X FDS | $140.58万 | 0.05% | 30,122 | -19,086 | -38.8% | -$89.07万 | 减仓 |
| EME | EMCOR GROUP INC | $141.47万 | 0.05% | 1,916 | 137 | 7.7% | $10.12万 | 加仓 |
| NVS | NOVARTIS AG | $142.29万 | 0.05% | 9,315 | -242 | -2.5% | -$3.70万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $146.09万 | 0.05% | 8,901 | 3,807 | 74.7% | $62.48万 | 加仓 |
| KLAC | KLA CORP | $146.36万 | 0.05% | 994 | 78 | 8.5% | $11.48万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $147.78万 | 0.05% | 2,166 | -274 | -11.2% | -$18.69万 | 减仓 |
| MSTR | STRATEGY INC | $151.69万 | 0.05% | 12,155 | 953 | 8.5% | $11.89万 | 加仓 |
| MDT | MEDTRONIC PLC | $152.32万 | 0.05% | 17,579 | 2,447 | 16.2% | $21.20万 | 加仓 |
| PWR | QUANTA SVCS INC | $156.96万 | 0.05% | 2,859 | -1,157 | -28.8% | -$63.52万 | 减仓 |
| CERY | SPDR SERIES TRUST | $163.72万 | 0.05% | 46,459 | 15,346 | 49.3% | $54.08万 | 加仓 |
| ENB | ENBRIDGE INC | $164.20万 | 0.05% | 30,330 | -10,519 | -25.8% | -$56.95万 | 减仓 |
| SLB | SLB LIMITED | $166.18万 | 0.05% | 32,337 | 8,806 | 37.4% | $45.25万 | 加仓 |
| IVW | ISHARES TR | $173.00万 | 0.06% | 15,295 | 825 | 5.7% | $9.33万 | 加仓 |
| OKE | ONEOK INC NEW | $174.58万 | 0.06% | 19,314 | 7,985 | 70.5% | $72.18万 | 加仓 |
| AMLP | ALPS ETF TR | $175.88万 | 0.06% | 33,412 | 3,181 | 10.5% | $16.74万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $177.48万 | 0.06% | 35,194 | -7,891 | -18.3% | -$39.79万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $185.14万 | 0.06% | 13,284 | -1,242 | -8.6% | -$17.31万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $185.74万 | 0.06% | 38,439 | -24,020 | -38.5% | -$116.07万 | 减仓 |
| MET | METLIFE INC | $192.82万 | 0.06% | 27,265 | 385 | 1.4% | $2.72万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $193.05万 | 0.06% | 38,190 | -5,515 | -12.6% | -$27.88万 | 减仓 |
| MO | ALTRIA GROUP INC | $196.86万 | 0.06% | 29,833 | -15,931 | -34.8% | -$105.13万 | 减仓 |
| NUE | NUCOR CORP | $196.96万 | 0.06% | 11,647 | 1,844 | 18.8% | $31.18万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $201.49万 | 0.06% | 4,196 | 133 | 3.3% | $6.39万 | 加仓 |
| WMB | WILLIAMS COS INC | $203.88万 | 0.07% | 28,014 | -4,268 | -13.2% | -$31.06万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $204.57万 | 0.07% | 34,027 | -36,613 | -51.8% | -$220.12万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $205.44万 | 0.07% | 61,270 | -15,301 | -20.0% | -$51.30万 | 减仓 |
| FEGE | RBB FUND TRUST | $206.07万 | 0.07% | 43,845 | 3,605 | 9.0% | $16.94万 | 加仓 |
| MPC | MARATHON PETE CORP | $207.44万 | 0.07% | 8,496 | 6 | 0.1% | $1,465 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $212.16万 | 0.07% | 10,195 | -408 | -3.8% | -$8.49万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $217.13万 | 0.07% | 47,315 | -4,467 | -8.6% | -$20.50万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $218.55万 | 0.07% | 219,645 | 38,980 | 21.6% | $38.79万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $223.87万 | 0.07% | 67,088 | -64,411 | -49.0% | -$214.94万 | 减仓 |
| MUNI | PIMCO ETF TR | $227.85万 | 0.07% | 43,657 | 4,730 | 12.2% | $24.69万 | 加仓 |
| HDV | ISHARES TR | $239.46万 | 0.08% | 17,644 | -256 | -1.4% | -$3.47万 | 减仓 |
| SHV | ISHARES TR | $240.08万 | 0.08% | 21,749 | 2,267 | 11.6% | $25.03万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $243.16万 | 0.08% | 83,473 | 19,485 | 30.5% | $56.76万 | 加仓 |
| SDY | SPDR SERIES TRUST | $246.33万 | 0.08% | 16,879 | 4,821 | 40.0% | $70.36万 | 加仓 |
| NEM | NEWMONT CORP | $250.10万 | 0.08% | 23,105 | 1,696 | 7.9% | $18.36万 | 加仓 |
| PSX | PHILLIPS 66 | $260.30万 | 0.08% | 14,288 | 3,003 | 26.6% | $54.71万 | 加仓 |
| DGRO | ISHARES TR | $261.87万 | 0.08% | 37,313 | 1,569 | 4.4% | $11.01万 | 加仓 |
| MINT | PIMCO ETF TR | $262.80万 | 0.08% | 26,130 | 4,205 | 19.2% | $42.29万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $263.83万 | 0.08% | 59,115 | -440 | -0.7% | -$1.96万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $268.75万 | 0.09% | 67,643 | -11,684 | -14.7% | -$46.42万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $278.87万 | 0.09% | 78,355 | 46,025 | 142.4% | $163.80万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $282.77万 | 0.09% | 23,836 | -901 | -3.6% | -$10.69万 | 减仓 |