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 |
|---|---|---|---|---|---|---|---|---|
| INVA | INNOVIVA INC | $25.92万 | 0.00% | 11,412 | 11,412 | — | $25.92万 | 新建仓 |
| BUFB | INNOVATOR ETFS TRUST | $25.90万 | 0.00% | 6,589 | -11,153 | -62.9% | -$43.84万 | 重新持有 |
| JOBY | JOBY AVIATION INC | $25.80万 | 0.00% | 28,929 | 5,204 | 21.9% | $4.64万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.68万 | 0.00% | 5,303 | -4,411 | -45.4% | -$21.36万 | 减仓 |
| RBRK | RUBRIK INC. | $25.63万 | 0.00% | 3,193 | 3,193 | — | $25.63万 | 新建仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $25.61万 | 0.00% | 1,808 | -10 | -0.6% | -$1,417 | 重新持有 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $25.58万 | 0.00% | 3,996 | 356 | 9.8% | $2.28万 | 重新持有 |
| FV | FIRST TR EXCHANGE TRADED FD | $25.54万 | 0.00% | 3,366 | -27,936 | -89.2% | -$211.98万 | 重新持有 |
| FISV | FISERV INC | $25.51万 | 0.00% | 5,200 | 0 | 0.0% | — | 重新持有 |
| SLF | SUN LIFE FINANCIAL INC. | $25.38万 | 0.00% | 3,236 | 13 | 0.4% | $1,019 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $25.34万 | 0.00% | 3,400 | -8,143 | -70.5% | -$60.70万 | 重新持有 |
| ES | EVERSOURCE ENERGY | $25.27万 | 0.00% | 3,496 | 0 | 0.0% | — | 重新持有 |
| CWEN | CLEARWAY ENERGY INC | $25.17万 | 0.00% | 7,365 | 7,365 | — | $25.17万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $25.12万 | 0.00% | 3,229 | 3,229 | — | $25.12万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $25.10万 | 0.00% | 5,948 | 0 | 0.0% | — | 重新持有 |
| IONQ | IONQ INC | $25.07万 | 0.00% | 4,708 | -409 | -8.0% | -$2.18万 | 重新持有 |
| IBTG | ISHARES TR | $25.02万 | 0.00% | 10,930 | 10,930 | — | $25.02万 | 新建仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $24.84万 | 0.00% | 6,392 | 0 | 0.0% | — | 重新持有 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $24.83万 | 0.00% | 4,508 | 4,508 | — | $24.83万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $24.81万 | 0.00% | 1,506 | 6 | 0.4% | $989 | 重新持有 |
| — | RENATUS TACTICAL ACQUIS | $24.80万 | 0.00% | 22,860 | 22,860 | — | $24.80万 | 新建仓 |
| — | VANECK ETF TRUST | $24.78万 | 0.00% | 4,906 | -152,897 | -96.9% | -$772.31万 | 重新持有 |
| LDOS | LEIDOS HOLDINGS INC | $24.74万 | 0.00% | 2,403 | 103 | 4.5% | $1.06万 | 重新持有 |
| HCMT | DIREXION SHARES ETF TRUST | $24.72万 | 0.00% | 5,893 | 16 | 0.3% | $671 | 重新持有 |
| GL | GLOBE LIFE INC | $24.64万 | 0.00% | 1,379 | 1,379 | — | $24.64万 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $24.57万 | 0.00% | 7,158 | -489 | -6.4% | -$1.68万 | 重新持有 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $24.55万 | 0.00% | 6,983 | 0 | 0.0% | — | 重新持有 |
| VBR | VANGUARD INDEX FDS | $24.54万 | 0.00% | 1,010 | -516 | -33.8% | -$12.54万 | 重新持有 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $24.54万 | 0.00% | 9,457 | -29,512 | -75.7% | -$76.58万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $24.52万 | 0.00% | 28,025 | 7,008 | 33.3% | $6.13万 | 加仓 |
| WRB | BERKLEY W R CORP | $24.43万 | 0.00% | 3,464 | -1,606 | -31.7% | -$11.33万 | 重新持有 |
| — | NATIONAL STORAGE AFFILIATES | $24.42万 | 0.00% | 5,492 | -22,544 | -80.4% | -$100.25万 | 重新持有 |
| VLTO | VERALTO CORP | $24.32万 | 0.00% | 2,743 | -532 | -16.2% | -$4.72万 | 重新持有 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $24.20万 | 0.00% | 5,843 | 0 | 0.0% | — | 重新持有 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $24.16万 | 0.00% | 6,276 | 6,276 | — | $24.16万 | 新建仓 |
| — | FLYEXCLUSIVE INC | $24.15万 | 0.00% | 120,750 | 82,000 | 211.6% | $16.40万 | 重新持有 |
| SLYG | SPDR SERIES TRUST | $24.10万 | 0.00% | 2,023 | 2,023 | — | $24.10万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $24.05万 | 0.00% | 1,981 | 1,981 | — | $24.05万 | 新建仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $24.00万 | 0.00% | 4,786 | 4,786 | — | $24.00万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $23.95万 | 0.00% | 3,122 | -2,194 | -41.3% | -$16.83万 | 重新持有 |
| INGR | INGREDION INC | $23.86万 | 0.00% | 2,519 | 216 | 9.4% | $2.05万 | 重新持有 |
| GM | GENERAL MTRS CO | $23.82万 | 0.00% | 3,090 | -3,303 | -51.7% | -$25.46万 | 重新持有 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $23.74万 | 0.00% | 4,550 | 113 | 2.5% | $5,896 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $23.71万 | 0.00% | 178 | -16 | -8.2% | -$2.13万 | 重新持有 |
| FLTR | VANECK ETF TRUST | $23.69万 | 0.00% | 9,250 | -7,325 | -44.2% | -$18.76万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $23.63万 | 0.00% | 675 | 675 | — | $23.63万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $23.49万 | 0.00% | 2,311 | -563 | -19.6% | -$5.72万 | 重新持有 |
| HCSG | HEALTHCARE SVCS GROUP INC | $23.47万 | 0.00% | 9,557 | 9,557 | — | $23.47万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $23.40万 | 0.00% | 5,665 | 0 | 0.0% | — | 重新持有 |
| JAAA | JANUS DETROIT STR TR | $23.38万 | 0.00% | 4,631 | -19,951 | -81.2% | -$100.73万 | 重新持有 |
| LYG | LLOYDS BANKING GROUP PLC | $23.36万 | 0.00% | 40,065 | 23,490 | 141.7% | $13.69万 | 重新持有 |
| SOXX | ISHARES TR | $23.34万 | 0.00% | 364 | 364 | — | $23.34万 | 新建仓 |
| IVE | ISHARES TR | $23.25万 | 0.00% | 1,024 | -39 | -3.7% | -$8,856 | 重新持有 |
| SPSB | SPDR SERIES TRUST | $23.25万 | 0.00% | 7,748 | 7,748 | — | $23.25万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $23.17万 | 0.00% | 2,149 | -853 | -28.4% | -$9.20万 | 重新持有 |
| PFGC | PERFORMANCE FOOD GROUP CO | $23.14万 | 0.00% | 2,070 | 2,070 | — | $23.14万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $23.13万 | 0.00% | 1,532 | 1,532 | — | $23.13万 | 新建仓 |
| — | WISDOMTREE TR | $23.12万 | 0.00% | 1,763 | 0 | 0.0% | — | 重新持有 |
| NTRA | NATERA INC | $22.91万 | 0.00% | 844 | -3,309 | -79.7% | -$89.82万 | 重新持有 |
| SMH | VANECK ETF TRUST | $22.89万 | 0.00% | 349 | -1,279 | -78.6% | -$83.89万 | 重新持有 |
| VTRS | VIATRIS INC | $22.84万 | 0.00% | 14,383 | 5 | 0.0% | $79 | 重新持有 |
| IRM | IRON MTN INC DEL | $22.84万 | 0.00% | 1,808 | -6,278 | -77.6% | -$79.30万 | 重新持有 |
| BGC | BGC GROUP INC | $22.64万 | 0.00% | 21,177 | 21,177 | — | $22.64万 | 新建仓 |
| DEO | DIAGEO PLC | $22.61万 | 0.00% | 2,813 | -1,610 | -36.4% | -$12.94万 | 重新持有 |
| XPO | XPO INC | $22.58万 | 0.00% | 1,100 | 1,100 | — | $22.58万 | 新建仓 |
| HBNC | HORIZON BANCORP IND | $22.55万 | 0.00% | 11,286 | 0 | 0.0% | — | 重新持有 |
| KSPI | KASPI KZ JSC | $22.50万 | 0.00% | 2,597 | 2,597 | — | $22.50万 | 新建仓 |
| ALLE | ALLEGION PLC | $22.46万 | 0.00% | 1,599 | -609 | -27.6% | -$8.56万 | 重新持有 |
| CRCL | CIRCLE INTERNET GROUP INC | $22.45万 | 0.00% | 3,584 | 719 | 25.1% | $4.50万 | 加仓 |
| ROKU | ROKU INC | $22.41万 | 0.00% | 1,622 | -3,358 | -67.4% | -$46.39万 | 减仓 |
| KR | KROGER CO | $22.21万 | 0.00% | 4,000 | -1,000 | -20.0% | -$5.55万 | 重新持有 |
| CBRS | CEREBRAS SYSTEMS INC | $22.17万 | 0.00% | 1,003 | 1,003 | — | $22.17万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $22.08万 | 0.00% | 19,800 | -14,687 | -42.6% | -$16.38万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $22.04万 | 0.00% | 345 | -12,245 | -97.3% | -$782.11万 | 重新持有 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $21.92万 | 0.00% | 6,000 | -9,633 | -61.6% | -$35.19万 | 重新持有 |
| IGM | ISHARES TR | $21.89万 | 0.00% | 1,338 | 1,338 | — | $21.89万 | 新建仓 |
| GPC | GENUINE PARTS CO | $21.78万 | 0.00% | 1,846 | -575 | -23.8% | -$6.78万 | 重新持有 |
| IAI | ISHARES TR | $21.77万 | 0.00% | 1,242 | 7 | 0.6% | $1,227 | 重新持有 |
| IBDR | ISHARES TR | $21.73万 | 0.00% | 8,967 | 8,967 | — | $21.73万 | 新建仓 |
| AVSU | AMERICAN CENTY ETF TR | $21.62万 | 0.00% | 2,442 | 2,442 | — | $21.62万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $21.45万 | 0.00% | 4,270 | -2,265 | -34.7% | -$11.38万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $21.28万 | 0.00% | 7,449 | 7,449 | — | $21.28万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $21.26万 | 0.00% | 635 | 635 | — | $21.26万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $21.25万 | 0.00% | 6,888 | -17,921 | -72.2% | -$55.29万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $21.24万 | 0.00% | 3,108 | 26 | 0.8% | $1,776 | 重新持有 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.10万 | 0.00% | 5,740 | -8,374 | -59.3% | -$30.78万 | 重新持有 |
| — | DIREXION SHARES ETF TRUST | $21.05万 | 0.00% | 2,635 | 2,635 | — | $21.05万 | 新建仓 |
| WAT | WATERS CORP | $20.93万 | 0.00% | 558 | 558 | — | $20.93万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $20.92万 | 0.00% | 5,200 | 0 | 0.0% | — | 重新持有 |
| NPO | ENPRO INC | $20.92万 | 0.00% | 555 | 555 | — | $20.92万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $20.87万 | 0.00% | 13,885 | -6,107 | -30.5% | -$9.18万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $20.86万 | 0.00% | 681 | 681 | — | $20.86万 | 新建仓 |
| EMB | ISHARES TR | $20.85万 | 0.00% | 2,162 | -494 | -18.6% | -$4.76万 | 重新持有 |
| W | WAYFAIR INC | $20.81万 | 0.00% | 2,252 | 2,252 | — | $20.81万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $20.77万 | 0.00% | 1,292 | 1,292 | — | $20.77万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $20.75万 | 0.00% | 855 | -74 | -8.0% | -$1.80万 | 重新持有 |
| ILMN | ILLUMINA INC | $20.63万 | 0.00% | 1,173 | -463 | -28.3% | -$8.14万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $20.62万 | 0.00% | 7,803 | 0 | 0.0% | — | 重新持有 |
| HII | HUNTINGTON INGALLS INDS INC | $20.60万 | 0.00% | 736 | 0 | 0.0% | — | 重新持有 |
| — | INNOVATOR ETFS TRUST | $20.51万 | 0.00% | 7,270 | 0 | 0.0% | — | 不变 |