AXXCESS WEALTH MANAGEMENT, LLC
CARLSBAD CA · SEC CIK 0001911056
$62.83亿2026Q2 申报市值
1,051持仓数
22.0%前十大占比 · 第一大 5.6%
164 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VO 重新持有+$6,589.63万
SGOV 加仓+$2,003.55万
SHY 加仓+$1,993.96万
BND 重新持有+$1,695.48万
IEI 加仓+$1,532.83万
2026Q2 卖出最多 按季末市值估算
JPST 减仓-$2,008.83万
VV 重新持有-$1,532.77万
CGGR 重新持有-$1,238.00万
VOE 清仓-$1,006.46万
SSO 重新持有-$965.45万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| XLI | SELECT SECTOR SPDR TR | $399.69万 | 0.06% | 21,578 | -432 | -2.0% | -$8.00万 | 减仓 |
| ALL | ALLSTATE CORP | $400.26万 | 0.06% | 16,822 | -3,344 | -16.6% | -$79.57万 | 重新持有 |
| AVES | AMERICAN CENTY ETF TR | $403.41万 | 0.06% | 61,495 | 9,945 | 19.3% | $65.24万 | 重新持有 |
| ABNB | AIRBNB INC | $407.73万 | 0.06% | 28,493 | 2,455 | 9.4% | $35.13万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $407.80万 | 0.06% | 8,005 | -404 | -4.8% | -$20.58万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $410.69万 | 0.07% | 44,796 | 2,823 | 6.7% | $25.88万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $413.72万 | 0.07% | 112,302 | -4,737 | -4.0% | -$17.45万 | 重新持有 |
| HUBB | HUBBELL INC | $418.19万 | 0.07% | 7,993 | 7,310 | 1,070.3% | $382.46万 | 重新持有 |
| IVOO | VANGUARD ADMIRAL FDS INC | $420.72万 | 0.07% | 32,264 | 180 | 0.6% | $2.35万 | 重新持有 |
| FLXR | TCW ETF TRUST | $422.77万 | 0.07% | 107,822 | 1,921 | 1.8% | $7.53万 | 加仓 |
| BLK | BLACKROCK INC | $425.03万 | 0.07% | 4,420 | 502 | 12.8% | $48.27万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $426.22万 | 0.07% | 51,308 | 113 | 0.2% | $9,387 | 加仓 |
| TJX | TJX COS INC NEW | $427.57万 | 0.07% | 28,223 | 8,756 | 45.0% | $132.65万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $428.43万 | 0.07% | 80,669 | -4,697 | -5.5% | -$24.95万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $434.78万 | 0.07% | 10,461 | -2,736 | -20.7% | -$113.71万 | 减仓 |
| IWD | ISHARES TR | $435.68万 | 0.07% | 17,972 | 2,321 | 14.8% | $56.27万 | 重新持有 |
| BA | BOEING CO | $445.68万 | 0.07% | 20,589 | 322 | 1.6% | $6.97万 | 加仓 |
| SNPS | SYNOPSYS INC | $445.93万 | 0.07% | 9,997 | 5,416 | 118.2% | $241.59万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $447.92万 | 0.07% | 83,551 | 15,552 | 22.9% | $83.37万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $454.33万 | 0.07% | 10,530 | 1,629 | 18.3% | $70.29万 | 加仓 |
| TXN | TEXAS INSTRS INC | $456.34万 | 0.07% | 15,310 | -1,943 | -11.3% | -$57.91万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $461.49万 | 0.07% | 19,426 | 886 | 4.8% | $21.05万 | 加仓 |
| ITM | VANECK ETF TRUST | $467.17万 | 0.07% | 99,419 | 8,074 | 8.8% | $37.94万 | 加仓 |
| SLV | ISHARES SILVER TR | $471.24万 | 0.07% | 88,131 | -9,633 | -9.9% | -$51.51万 | 减仓 |
| UNP | UNION PAC CORP | $472.28万 | 0.08% | 17,363 | -1,726 | -9.0% | -$46.95万 | 减仓 |
| CTAS | CINTAS CORP | $475.24万 | 0.08% | 27,942 | 6,554 | 30.6% | $111.47万 | 重新持有 |
| WFC | WELLS FARGO & CO | $478.18万 | 0.08% | 57,863 | -4,661 | -7.5% | -$38.52万 | 减仓 |
| HEFA | ISHARES TR | $481.01万 | 0.08% | 102,507 | -2,246 | -2.1% | -$10.54万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $483.10万 | 0.08% | 255,610 | -15,646 | -5.8% | -$29.57万 | 重新持有 |
| DSTL | ETF SER SOLUTIONS | $483.87万 | 0.08% | 80,779 | -812 | -1.0% | -$4.86万 | 重新持有 |
| ARKK | ARK ETF TR | $487.72万 | 0.08% | 60,346 | -18,359 | -23.3% | -$148.38万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $487.74万 | 0.08% | 198,671 | 57,301 | 40.5% | $140.67万 | 加仓 |
| PFE | PFIZER INC | $488.47万 | 0.08% | 202,855 | 9,902 | 5.1% | $23.84万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $489.75万 | 0.08% | 20,698 | -1,159 | -5.3% | -$27.42万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $493.84万 | 0.08% | 27,297 | 4,871 | 21.7% | $88.12万 | 加仓 |
| CSX | CSX CORP | $497.33万 | 0.08% | 104,634 | 10,994 | 11.7% | $52.25万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $497.55万 | 0.08% | 57,447 | -10,863 | -15.9% | -$94.08万 | 重新持有 |
| SCHZ | SCHWAB STRATEGIC TR | $498.59万 | 0.08% | 215,559 | 195,517 | 975.5% | $452.23万 | 重新持有 |
| RAAX | VANECK ETF TRUST | $500.76万 | 0.08% | 126,231 | 126,231 | — | $500.76万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $502.75万 | 0.08% | 40,401 | 13,321 | 49.2% | $165.77万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $504.63万 | 0.08% | 18,769 | 53 | 0.3% | $1.42万 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $507.58万 | 0.08% | 264,611 | 20,136 | 8.2% | $38.63万 | 重新持有 |
| VCRB | VANGUARD MALVERN FDS | $508.81万 | 0.08% | 65,880 | 29,996 | 83.6% | $231.67万 | 重新持有 |
| HGER | HARBOR ETF TRUST | $509.59万 | 0.08% | 173,685 | 38,923 | 28.9% | $114.20万 | 加仓 |
| IXUS | ISHARES TR | $509.91万 | 0.08% | 53,427 | 2,955 | 5.9% | $28.20万 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $513.52万 | 0.08% | 154,258 | -123 | -0.1% | -$4,095 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $517.50万 | 0.08% | 32,425 | -22,789 | -41.3% | -$363.71万 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $519.29万 | 0.08% | 32,730 | -1,825 | -5.3% | -$28.96万 | 减仓 |
| QCOM | QUALCOMM INC | $519.63万 | 0.08% | 28,119 | -15,467 | -35.5% | -$285.82万 | 减仓 |
| ADI | ANALOG DEVICES INC | $519.85万 | 0.08% | 13,089 | -1,404 | -9.7% | -$55.76万 | 重新持有 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $524.20万 | 0.08% | 7 | 0 | 0.0% | — | 重新持有 |
| PXH | INVESCO EXCH TRADED FD TR II | $525.63万 | 0.08% | 188,532 | -4,837 | -2.5% | -$13.49万 | 重新持有 |
| AMGN | AMGEN INC | $530.72万 | 0.08% | 14,656 | -1,485 | -9.2% | -$53.77万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $532.62万 | 0.08% | 45,415 | 7,228 | 18.9% | $84.77万 | 重新持有 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $536.28万 | 0.09% | 41,199 | 4,592 | 12.5% | $59.77万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $539.76万 | 0.09% | 28,659 | 28,659 | — | $539.76万 | 新建仓 |
| HEDG | SERIES PORTFOLIOS TR | $543.85万 | 0.09% | 181,283 | -211 | -0.1% | -$6,330 | 重新持有 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $549.18万 | 0.09% | 41,214 | 2,314 | 5.9% | $30.83万 | 加仓 |
| LOW | LOWES COS INC | $550.35万 | 0.09% | 24,961 | 4,201 | 20.2% | $92.63万 | 重新持有 |
| VT | VANGUARD INTL EQUITY INDEX F | $551.90万 | 0.09% | 35,164 | 30,081 | 591.8% | $472.12万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $556.07万 | 0.09% | 152,069 | 8,286 | 5.8% | $30.30万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $559.80万 | 0.09% | 16,543 | 829 | 5.3% | $28.05万 | 重新持有 |
| EMR | EMERSON ELEC CO | $561.55万 | 0.09% | 39,228 | -9,005 | -18.7% | -$128.91万 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $568.98万 | 0.09% | 196,471 | 21,012 | 12.0% | $60.85万 | 重新持有 |
| ESGV | VANGUARD WORLD FD | $574.62万 | 0.09% | 43,453 | 40 | 0.1% | $5,290 | 重新持有 |
| MCD | MCDONALDS CORP | $578.62万 | 0.09% | 21,406 | -1,000 | -4.5% | -$27.03万 | 减仓 |
| DG | DOLLAR GEN CORP | $578.87万 | 0.09% | 50,288 | 50,288 | — | $578.87万 | 新建仓 |
| DE | DEERE & CO | $580.93万 | 0.09% | 9,158 | 1,418 | 18.3% | $89.95万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $581.13万 | 0.09% | 221,553 | 17,186 | 8.4% | $45.08万 | 加仓 |
| EAGG | ISHARES TR | $583.09万 | 0.09% | 122,989 | -1,183 | -1.0% | -$5.61万 | 减仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $584.33万 | 0.09% | 104,906 | 30,561 | 41.1% | $170.22万 | 重新持有 |
| ZALT | INNOVATOR ETFS TRUST | $595.35万 | 0.09% | 175,776 | 157,690 | 871.9% | $534.10万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $631.16万 | 0.10% | 46,134 | 3,075 | 7.1% | $42.07万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $638.31万 | 0.10% | 126,012 | 38,305 | 43.7% | $194.03万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $642.82万 | 0.10% | 74,625 | 58,573 | 364.9% | $504.55万 | 重新持有 |
| CFG | CITIZENS FINL GROUP INC | $648.07万 | 0.10% | 92,489 | 88,147 | 2,030.1% | $617.65万 | 重新持有 |
| ASML | ASML HLDG NV | $655.96万 | 0.10% | 3,297 | -558 | -14.5% | -$111.02万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $664.39万 | 0.11% | 74,484 | 10,363 | 16.2% | $92.44万 | 重新持有 |
| EVR | EVERCORE INC | $665.80万 | 0.11% | 19,500 | -819 | -4.0% | -$27.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $671.46万 | 0.11% | 96,061 | 7,163 | 8.1% | $50.07万 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $680.73万 | 0.11% | 46,590 | 28,763 | 161.3% | $420.26万 | 重新持有 |
| XLC | SELECT SECTOR SPDR TR | $682.82万 | 0.11% | 63,738 | 1,511 | 2.4% | $16.19万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $685.76万 | 0.11% | 7,992 | -1,963 | -19.7% | -$168.44万 | 重新持有 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $688.05万 | 0.11% | 83,410 | 12,463 | 17.6% | $102.81万 | 加仓 |
| IGSB | ISHARES TR | $711.42万 | 0.11% | 135,742 | 4,082 | 3.1% | $21.39万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $719.54万 | 0.11% | 52,315 | 6,302 | 13.7% | $86.68万 | 重新持有 |
| LQD | ISHARES TR | $739.32万 | 0.12% | 67,784 | 67,784 | — | $739.32万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $742.57万 | 0.12% | 22,179 | -2,974 | -11.8% | -$99.57万 | 重新持有 |
| AVLV | AMERICAN CENTY ETF TR | $744.88万 | 0.12% | 81,667 | -13,471 | -14.2% | -$122.87万 | 重新持有 |
| SJNK | SPDR SERIES TRUST | $748.31万 | 0.12% | 298,963 | 288,525 | 2,764.2% | $722.18万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $751.50万 | 0.12% | 624,690 | 624,690 | — | $751.50万 | 新建仓 |
| GEV | GE VERNOVA INC | $755.14万 | 0.12% | 6,427 | -586 | -8.4% | -$68.85万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $755.74万 | 0.12% | 161,241 | -63,257 | -28.2% | -$296.49万 | 重新持有 |
| BOND | PIMCO ETF TR | $756.16万 | 0.12% | 82,004 | 4,104 | 5.3% | $37.84万 | 加仓 |
| C | CITIGROUP INC | $760.78万 | 0.12% | 54,356 | 13,489 | 33.0% | $188.80万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $761.48万 | 0.12% | 134,823 | -13,182 | -8.9% | -$74.45万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $764.02万 | 0.12% | 15,998 | -666 | -4.0% | -$31.81万 | 减仓 |
| ETN | EATON CORP PLC | $766.45万 | 0.12% | 17,987 | -409 | -2.2% | -$17.43万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $767.08万 | 0.12% | 276,924 | 100,802 | 57.2% | $279.22万 | 重新持有 |
| DIS | DISNEY WALT CO | $768.73万 | 0.12% | 79,868 | 4,895 | 6.5% | $47.11万 | 加仓 |