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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $3.49亿 | 5.55% | 1,014,136 | -44,569 | -4.2% | -$1,532.77万 | 重新持有 |
| AGG | ISHARES TR | $1.83亿 | 2.91% | 1,850,416 | 61,241 | 3.4% | $606.16万 | 加仓 |
| AAPL | APPLE INC | $1.59亿 | 2.53% | 561,622 | 8,726 | 1.6% | $247.03万 | 加仓 |
| IDEV | ISHARES TR | $1.14亿 | 1.82% | 1,282,419 | -22,502 | -1.7% | -$200.29万 | 重新持有 |
| SPDW | SPDR INDEX SHS FDS | $1.09亿 | 1.73% | 2,161,356 | 105,897 | 5.2% | $533.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.08亿 | 1.72% | 539,701 | 29,470 | 5.8% | $589.21万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $9,723.62万 | 1.55% | 1,922,804 | -397,238 | -17.1% | -$2,008.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $9,344.37万 | 1.49% | 251,579 | 16,191 | 6.9% | $601.38万 | 加仓 |
| VO | VANGUARD INDEX FDS | $8,708.96万 | 1.39% | 1,080,918 | 817,876 | 310.9% | $6,589.63万 | 重新持有 |
| IJH | ISHARES TR | $8,424.39万 | 1.34% | 1,092,516 | 43,593 | 4.2% | $336.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,394.05万 | 1.34% | 122,217 | 5,468 | 4.7% | $375.55万 | 加仓 |
| AMZN | AMAZON COM INC | $8,118.83万 | 1.29% | 342,342 | 14,642 | 4.5% | $347.24万 | 加仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $7,672.41万 | 1.22% | 1,025,175 | 127,353 | 14.2% | $953.11万 | 重新持有 |
| BIL | SPDR SERIES TRUST | $7,609.69万 | 1.21% | 830,390 | -3,079 | -0.4% | -$28.22万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $7,413.76万 | 1.18% | 1,478,317 | 42,619 | 3.0% | $213.73万 | 加仓 |
| GOOGL | ALPHABET INC | $6,999.21万 | 1.11% | 199,955 | 2,617 | 1.3% | $91.61万 | 加仓 |
| AVGO | BROADCOM INC | $6,862.06万 | 1.09% | 181,657 | 4,587 | 2.6% | $173.27万 | 加仓 |
| IJR | ISHARES TR | $6,690.46万 | 1.06% | 451,113 | -5,957 | -1.3% | -$88.35万 | 减仓 |
| PAVE | GLOBAL X FDS | $6,239.47万 | 0.99% | 1,058,974 | 40,665 | 4.0% | $239.60万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $6,063.52万 | 0.97% | 674,848 | -54,741 | -7.5% | -$491.85万 | 重新持有 |
| COWZ | PACER FDS TR | $5,980.11万 | 0.95% | 961,433 | -6,631 | -0.7% | -$41.24万 | 重新持有 |
| PPA | INVESCO EXCHANGE TRADED FD T | $5,949.40万 | 0.95% | 336,790 | -970 | -0.3% | -$17.14万 | 重新持有 |
| TFLO | ISHARES TR | $5,932.78万 | 0.94% | 1,171,791 | 173,130 | 17.3% | $876.56万 | 重新持有 |
| DDWM | WISDOMTREE TR | $5,733.73万 | 0.91% | 1,241,604 | 84,479 | 7.3% | $390.12万 | 重新持有 |
| VTC | VANGUARD SCOTTSDALE FDS | $5,626.65万 | 0.90% | 732,637 | -39,889 | -5.2% | -$306.35万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $5,336.35万 | 0.85% | 176,047 | 16,621 | 10.4% | $503.82万 | 重新持有 |
| IAU | ISHARES GOLD TR | $5,278.34万 | 0.84% | 699,025 | 27,518 | 4.1% | $207.79万 | 加仓 |
| IYW | ISHARES TR | $5,214.58万 | 0.83% | 206,739 | 413 | 0.2% | $10.42万 | 重新持有 |
| IVV | ISHARES TR | $4,731.92万 | 0.75% | 63,186 | 1,250 | 2.0% | $93.61万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $4,596.74万 | 0.73% | 323,965 | 43,909 | 15.7% | $623.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,589.63万 | 0.73% | 61,460 | -2,821 | -4.4% | -$210.66万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,541.13万 | 0.72% | 760,785 | -11,248 | -1.5% | -$67.14万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $4,470.97万 | 0.71% | 136,590 | 6,515 | 5.0% | $213.25万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,386.63万 | 0.70% | 144,788 | 3,172 | 2.2% | $96.10万 | 加仓 |
| USHY | ISHARES TR | $4,088.46万 | 0.65% | 1,104,392 | 84,331 | 8.3% | $312.19万 | 重新持有 |
| SPEM | SPDR INDEX SHS FDS | $3,960.98万 | 0.63% | 764,963 | 36,080 | 5.0% | $186.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,804.86万 | 0.61% | 51,669 | 3,028 | 6.2% | $222.98万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,803.47万 | 0.61% | 518,113 | 230,960 | 80.4% | $1,695.48万 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $3,797.47万 | 0.60% | 102,623 | 816 | 0.8% | $30.20万 | 加仓 |
| SGOV | ISHARES TR | $3,696.21万 | 0.59% | 367,161 | 199,022 | 118.4% | $2,003.55万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,564.40万 | 0.57% | 500,268 | 17,528 | 3.6% | $124.89万 | 加仓 |
| GOOG | ALPHABET INC | $3,564.39万 | 0.57% | 106,122 | 1,520 | 1.5% | $51.05万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,552.65万 | 0.57% | 720,910 | 16,907 | 2.4% | $83.32万 | 重新持有 |
| RWL | INVESCO EXCH TRADED FD TR II | $3,170.35万 | 0.50% | 248,149 | 13,447 | 5.7% | $171.80万 | 加仓 |
| META | META PLATFORMS INC | $3,048.45万 | 0.49% | 54,120 | 3,654 | 7.2% | $205.82万 | 加仓 |
| TSLA | TESLA INC | $2,907.64万 | 0.46% | 69,230 | -325 | -0.5% | -$13.65万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,897.54万 | 0.46% | 152,086 | -2,623 | -1.7% | -$49.97万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $2,769.20万 | 0.44% | 931,763 | 162,829 | 21.2% | $483.93万 | 重新持有 |
| WMT | WALMART INC | $2,744.62万 | 0.44% | 242,329 | 4,089 | 1.7% | $46.31万 | 加仓 |
| LLY | ELI LILLY & CO | $2,617.18万 | 0.42% | 21,821 | 1,455 | 7.1% | $174.51万 | 加仓 |
| EEM | ISHARES TR | $2,577.43万 | 0.41% | 376,762 | 7,821 | 2.1% | $53.50万 | 加仓 |
| WULF | TERAWULF INC | $2,470.15万 | 0.39% | 1,000,059 | 46 | 0.0% | $1,136 | 加仓 |
| SHY | ISHARES TR | $2,469.94万 | 0.39% | 300,808 | 242,840 | 418.9% | $1,993.96万 | 加仓 |
| UPRO | PROSHARES TR | $2,333.68万 | 0.37% | 164,587 | -33,509 | -16.9% | -$475.12万 | 重新持有 |
| CAT | CATERPILLAR INC | $2,323.45万 | 0.37% | 21,818 | 1,654 | 8.2% | $176.14万 | 加仓 |
| MUB | ISHARES TR | $2,309.35万 | 0.37% | 214,584 | 3,669 | 1.7% | $39.49万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $2,286.89万 | 0.36% | 90,046 | 8,054 | 9.8% | $204.55万 | 加仓 |
| IEFA | ISHARES TR | $2,273.65万 | 0.36% | 235,416 | 3,984 | 1.7% | $38.48万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $2,234.07万 | 0.36% | 651,904 | 203,606 | 45.4% | $697.76万 | 加仓 |
| ABBV | ABBVIE INC | $2,212.33万 | 0.35% | 87,916 | 15,478 | 21.4% | $389.49万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,196.96万 | 0.35% | 692,830 | 2,592 | 0.4% | $8.22万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $2,178.44万 | 0.35% | 526,067 | 136,716 | 35.1% | $566.14万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $2,120.07万 | 0.34% | 29,325 | -643 | -2.1% | -$46.49万 | 重新持有 |
| V | VISA INC | $2,072.54万 | 0.33% | 60,408 | 6,772 | 12.6% | $232.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,996.28万 | 0.32% | 34,822 | -9,765 | -21.9% | -$559.81万 | 减仓 |
| IEI | ISHARES TR | $1,973.50万 | 0.31% | 168,029 | 130,509 | 347.8% | $1,532.83万 | 加仓 |
| EFA | ISHARES TR | $1,973.12万 | 0.31% | 189,942 | -13,979 | -6.9% | -$145.21万 | 重新持有 |
| CSCO | CISCO SYS INC | $1,971.45万 | 0.31% | 167,839 | -16,290 | -8.8% | -$191.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,960.14万 | 0.31% | 39,172 | -2,867 | -6.8% | -$143.46万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $1,891.85万 | 0.30% | 373,440 | 65,516 | 21.3% | $331.90万 | 加仓 |
| NFLX | NETFLIX INC. | $1,882.04万 | 0.30% | 264,077 | 3,945 | 1.5% | $28.12万 | 加仓 |
| IEMG | ISHARES INC | $1,826.77万 | 0.29% | 220,518 | 35,759 | 19.4% | $296.23万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $1,817.58万 | 0.29% | 152,073 | -1,439 | -0.9% | -$17.20万 | 减仓 |
| HD | HOME DEPOT INC | $1,783.76万 | 0.28% | 50,578 | 6,319 | 14.3% | $222.85万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,779.48万 | 0.28% | 138,935 | 19,265 | 16.1% | $246.75万 | 重新持有 |
| — | EXXON MOBIL CORP | $1,772.53万 | 0.28% | 129,647 | 2,153 | 1.7% | $29.44万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,754.33万 | 0.28% | 214,100 | 19,597 | 10.1% | $160.58万 | 重新持有 |
| EMXC | ISHARES INC | $1,732.97万 | 0.28% | 169,401 | -29,359 | -14.8% | -$300.34万 | 重新持有 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,722.12万 | 0.27% | 337,670 | -45,594 | -11.9% | -$232.53万 | 减仓 |
| GLD | SPDR GOLD TR | $1,664.08万 | 0.26% | 45,173 | -848 | -1.8% | -$31.24万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,648.82万 | 0.26% | 17,626 | -524 | -2.9% | -$49.02万 | 减仓 |
| MS | MORGAN STANLEY | $1,626.89万 | 0.26% | 77,827 | -935 | -1.2% | -$19.55万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $1,540.34万 | 0.25% | 13,809 | 762 | 5.8% | $85.00万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,532.19万 | 0.24% | 72,013 | -7,009 | -8.9% | -$149.13万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,519.29万 | 0.24% | 261,047 | -22,537 | -7.9% | -$131.17万 | 减仓 |
| IWF | ISHARES TR | $1,513.24万 | 0.24% | 121,868 | 93,740 | 333.3% | $1,163.97万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,468.23万 | 0.23% | 52,210 | 7,902 | 17.8% | $222.22万 | 加仓 |
| KO | COCA COLA CO | $1,463.42万 | 0.23% | 180,068 | 12,068 | 7.2% | $98.08万 | 加仓 |
| CLOI | VANECK ETF TRUST | $1,442.85万 | 0.23% | 272,493 | 16,845 | 6.6% | $89.19万 | 重新持有 |
| MGK | VANGUARD WORLD FD | $1,435.37万 | 0.23% | 163,277 | -3,988 | -2.4% | -$35.06万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,432.33万 | 0.23% | 251,375 | 18,021 | 7.7% | $102.68万 | 重新持有 |
| CHCO | CITY HLDG CO | $1,415.77万 | 0.23% | 106,738 | -1,566 | -1.4% | -$20.77万 | 重新持有 |
| IWR | ISHARES TR | $1,412.46万 | 0.22% | 128,033 | 3,769 | 3.0% | $41.58万 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $1,408.56万 | 0.22% | 160,282 | 2,847 | 1.8% | $25.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,374.29万 | 0.22% | 166,905 | 32,546 | 24.2% | $267.98万 | 重新持有 |
| RTX | RTX CORPORATION | $1,362.68万 | 0.22% | 71,822 | 8,878 | 14.1% | $168.44万 | 加仓 |
| — | HORIZON FDS | $1,355.63万 | 0.22% | 1,441,393 | 1,441,393 | — | $1,355.63万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,352.87万 | 0.22% | 327,969 | 87,494 | 36.4% | $360.91万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $1,352.47万 | 0.22% | 319,430 | 144,260 | 82.4% | $610.80万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,346.31万 | 0.21% | 312,080 | 14,973 | 5.0% | $64.59万 | 加仓 |