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 |
|---|---|---|---|---|---|---|---|---|
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,942 | -100.0% | -$29.92万 | 清仓 |
| AVSE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,117 | -100.0% | -$29.88万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -1,425 | -100.0% | -$29.78万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,769 | -100.0% | -$29.75万 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,584 | -100.0% | -$29.20万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| POCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USXF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NDSN | NORDSON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -5,339 | -100.0% | -$28.28万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SSD | SIMPSON MFG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -9,687 | -100.0% | -$27.92万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -10,788 | -100.0% | -$27.62万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -4,320 | -100.0% | -$27.57万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPHB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -14,507 | -100.0% | -$27.30万 | 清仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QLC | FLEXSHARES TR | $0 | 0.00% | 0 | -3,331 | -100.0% | -$26.98万 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -4,466 | -100.0% | -$26.97万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,206 | -100.0% | -$26.92万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -926 | -100.0% | -$26.89万 | 清仓 |
| ULS | UL SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PMAR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -6,989 | -100.0% | -$26.67万 | 清仓 |
| PJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -49 | -100.0% | -$26.24万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -17,494 | -100.0% | -$26.24万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,201 | -100.0% | -$26.07万 | 清仓 |
| WINN | HARBOR ETF TRUST | $0 | 0.00% | 0 | -8,345 | -100.0% | -$25.96万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -4,791 | -100.0% | -$25.68万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PICK | ISHARES INC | $0 | 0.00% | 0 | -4,973 | -100.0% | -$25.53万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WSBC | WESBANCO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMLC | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -10,397 | -100.0% | -$24.34万 | 清仓 |
| REZ | ISHARES TR | $0 | 0.00% | 0 | -2,932 | -100.0% | -$24.23万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -4,851 | -100.0% | -$24.20万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$24.19万 | 清仓 |
| BSM | BLACK STONE MINERALS L P | $0 | 0.00% | 0 | -18,175 | -100.0% | -$24.15万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -2,068 | -100.0% | -$24.14万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPMB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -1,047 | -100.0% | -$24.07万 | 清仓 |
| AVSD | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -1,328 | -100.0% | -$23.92万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -491 | -100.0% | -$23.83万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EBND | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -2,578 | -100.0% | -$23.09万 | 清仓 |
| — | NXG CUSHING MIDSTREAM ENERGY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | UBS AG | $0 | 0.00% | 0 | -2,297 | -100.0% | -$22.94万 | 清仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -2,146 | -100.0% | -$22.85万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TATT | TAT TECHNOLOGIES LTD | $0 | 0.00% | 0 | -5,100 | -100.0% | -$22.78万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,877 | -100.0% | -$22.76万 | 清仓 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HCMT | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGHG | PROSHARES TR | $0 | 0.00% | 0 | -2,883 | -100.0% | -$22.61万 | 清仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $0 | 0.00% | 0 | -8,124 | -100.0% | -$22.56万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$22.49万 | 清仓 |