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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -604,189 | -100.0% | -$1.58亿 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PBUS | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTC | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COWZ | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DDWM | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPRO | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVIG | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFUS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ORACLE CORP 看涨期权 | $0 | 0.00% | 0 | -73,243 | -100.0% | -$1,398.97万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLOI | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVUS | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHCO | CITY HLDG CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TWO RDS SHARED TR | $0 | 0.00% | 0 | -1,254,687 | -100.0% | -$1,180.66万 | 清仓 |
| CMF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WTV | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APLU | ALLSPRING EXCHANGE TRADED FU | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFAI | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SSO | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMMU | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGU | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QVML | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -208,182 | -100.0% | -$836.41万 | 清仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CARY | ANGEL OAK FUNDS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -80,337 | -100.0% | -$770.59万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVLV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HANCOCK JOHN PREM DIVID FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -80,126 | -100.0% | -$646.06万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYGH | ISHARES U S ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COR | CENCORA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HEDG | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVDE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVSF | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PXH | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSTL | ETF SER SOLUTIONS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZECP | ZACKS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | — | — | — | 申报中断 |