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 |
|---|---|---|---|---|---|---|---|---|
| PMAY | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IAI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -3,235 | -100.0% | -$22.13万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -2,800 | -100.0% | -$21.94万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -942 | -100.0% | -$21.55万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -2,080 | -100.0% | -$21.40万 | 清仓 |
| PBR | PETROLEO BRASILEIRO SA PETRO | $0 | 0.00% | 0 | -18,055 | -100.0% | -$21.40万 | 清仓 |
| BEAM | BEAM THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -7,784 | -100.0% | -$21.13万 | 清仓 |
| GSUS | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -2,229 | -100.0% | -$21.04万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -618 | -100.0% | -$20.96万 | 清仓 |
| EUSA | ISHARES INC | $0 | 0.00% | 0 | -2,027 | -100.0% | -$20.95万 | 清仓 |
| HL | HECLA MNG CO | $0 | 0.00% | 0 | -10,905 | -100.0% | -$20.93万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -11,868 | -100.0% | -$20.77万 | 清仓 |
| — | FLEXSHARES TR | $0 | 0.00% | 0 | -6,470 | -100.0% | -$20.59万 | 清仓 |
| FDLO | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -7,000 | -100.0% | -$20.45万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,430 | -100.0% | -$20.23万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,497 | -100.0% | -$20.08万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -481 | -100.0% | -$20.07万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -4,117 | -100.0% | -$20.04万 | 清仓 |
| HBNC | HORIZON BANCORP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DC | DAKOTA GOLD CORP | $0 | 0.00% | 0 | -31,250 | -100.0% | -$17.75万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | $0 | 0.00% | 0 | -10,149 | -100.0% | -$16.10万 | 清仓 |
| — | FLYEXCLUSIVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -48,240 | -100.0% | -$15.10万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NIAGEN BIOSCIENCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NMAX | NEWSMAX INC | $0 | 0.00% | 0 | -18,744 | -100.0% | -$14.49万 | 清仓 |
| CCAP | CRESCENT CAP BDC INC | $0 | 0.00% | 0 | -10,103 | -100.0% | -$14.19万 | 清仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL DI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -13,119 | -100.0% | -$10.25万 | 清仓 |
| ABX | ABACUS GLOBAL MGMT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -12,158 | -100.0% | -$8.90万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AEG | AEGON LTD | $0 | 0.00% | 0 | -10,807 | -100.0% | -$8.33万 | 清仓 |
| TKC | TURKCELL ILETISIM HIZMETLERI | $0 | 0.00% | 0 | -14,365 | -100.0% | -$7.86万 | 清仓 |
| — | SPERO THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CBRE GBL REAL ESTATE INC FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EAGLE POINT CREDIT COMPANY I | $0 | 0.00% | 0 | -10,659 | -100.0% | -$6.14万 | 清仓 |
| — | LIXTE BIOTECHNOLOGY HLDGS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DDD | 3-D SYS CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -10,045 | -100.0% | -$2.85万 | 清仓 |
| — | INCANNEX HEALTHCARE INC | $0 | 0.00% | 0 | -45,500 | -100.0% | -$1.63万 | 清仓 |
| — | CLEANSPARK INC 看涨期权 | $0 | 0.00% | 0 | -11,047 | -100.0% | -$1.46万 | 清仓 |
| — | DHT HOLDINGS INC 看涨期权 | $0 | 0.00% | 0 | -15,113 | -100.0% | -$6,269 | 清仓 |
| — | RICHTECH ROBOTICS INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$5,800 | 清仓 |
| — | COMPASS INC 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$5,300 | 清仓 |
| — | DENISON MINES CORP 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$3,713 | 清仓 |
| — | GOPRO INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1,500 | 清仓 |
| — | B2GOLD CORP 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$1,380 | 清仓 |
| — | ADT INC DEL 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$750 | 清仓 |
| — | KRANESHARES TRUST 看涨期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$400 | 清仓 |