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 |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR | $75.81万 | 0.01% | 2,211 | -1,835 | -45.4% | -$62.92万 | 减仓 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $75.67万 | 0.01% | 17,035 | -455 | -2.6% | -$2.02万 | 重新持有 |
| MELI | MERCADOLIBRE INC | $75.36万 | 0.01% | 444 | 287 | 182.8% | $48.72万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $75.35万 | 0.01% | 15,853 | 15,853 | — | $75.35万 | 新建仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $75.16万 | 0.01% | 95,620 | -15,415 | -13.9% | -$12.12万 | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $75.15万 | 0.01% | 2,367 | -844 | -26.3% | -$26.80万 | 重新持有 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $74.92万 | 0.01% | 25,000 | 25,000 | — | $74.92万 | 新建仓 |
| GRBK | GREEN BRICK PARTNERS INC | $74.64万 | 0.01% | 9,325 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $74.19万 | 0.01% | 7,718 | -35,290 | -82.1% | -$339.21万 | 减仓 |
| FIX | COMFORT SYS USA INC | $73.34万 | 0.01% | 370 | -218 | -37.1% | -$43.21万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $73.10万 | 0.01% | 2,493 | -2,186 | -46.7% | -$64.10万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $72.89万 | 0.01% | 10,788 | -2,343 | -17.8% | -$15.83万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $72.65万 | 0.01% | 56,757 | 60 | 0.1% | $768 | 重新持有 |
| VDC | VANGUARD WORLD FD | $72.50万 | 0.01% | 3,215 | 18 | 0.6% | $4,059 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $71.77万 | 0.01% | 30,308 | 30,308 | — | $71.77万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $71.51万 | 0.01% | 9,987 | 7,225 | 261.6% | $51.73万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $71.35万 | 0.01% | 9,727 | 2,548 | 35.5% | $18.69万 | 重新持有 |
| TM | TOYOTA MOTOR CORP | $70.82万 | 0.01% | 4,205 | 7 | 0.2% | $1,179 | 重新持有 |
| SSO | PROSHARES TR | $70.59万 | 0.01% | 10,477 | -143,285 | -93.2% | -$965.45万 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $70.57万 | 0.01% | 5,189 | -96 | -1.8% | -$1.31万 | 重新持有 |
| VLO | VALERO ENERGY CORP | $70.51万 | 0.01% | 2,707 | -3,439 | -56.0% | -$89.57万 | 重新持有 |
| EELV | INVESCO EXCH TRADED FD TR II | $70.43万 | 0.01% | 25,336 | -21,604 | -46.0% | -$60.06万 | 重新持有 |
| COKE | COCA COLA CONS INC | $69.80万 | 0.01% | 3,656 | 930 | 34.1% | $17.76万 | 重新持有 |
| TXT | TEXTRON INC | $69.68万 | 0.01% | 7,596 | 1 | 0.0% | $92 | 重新持有 |
| UL | UNILEVER PLC | $69.29万 | 0.01% | 11,524 | -985 | -7.9% | -$5.92万 | 重新持有 |
| GSC | GOLDMAN SACHS ETF TR | $69.23万 | 0.01% | 10,000 | -450 | -4.3% | -$3.12万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $68.06万 | 0.01% | 2,964 | -263 | -8.1% | -$6.04万 | 重新持有 |
| SRE | SEMPRA | $67.86万 | 0.01% | 7,319 | -186 | -2.5% | -$1.72万 | 减仓 |
| HLN | HALEON PLC | $67.55万 | 0.01% | 72,402 | 13,294 | 22.5% | $12.40万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $67.16万 | 0.01% | 16,253 | 16,253 | — | $67.16万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $66.99万 | 0.01% | 9,606 | 9,606 | — | $66.99万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $66.58万 | 0.01% | 6,937 | -3,339 | -32.5% | -$32.05万 | 重新持有 |
| O | REALTY INCOME CORP | $66.52万 | 0.01% | 10,736 | 10,736 | — | $66.52万 | 新建仓 |
| MMM | 3M CO | $66.05万 | 0.01% | 4,079 | -48 | -1.2% | -$7,772 | 重新持有 |
| — | ULTIMUS MANAGERS TR | $65.86万 | 0.01% | 25,883 | 7,071 | 37.6% | $17.99万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $65.80万 | 0.01% | 16,073 | -1,473 | -8.4% | -$6.03万 | 重新持有 |
| CINF | CINCINNATI FINL CORP | $65.41万 | 0.01% | 3,533 | 2,018 | 133.2% | $37.36万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $65.20万 | 0.01% | 21,568 | 21,568 | — | $65.20万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $65.07万 | 0.01% | 1,567 | -29 | -1.8% | -$1.20万 | 重新持有 |
| SPGI | S&P GLOBAL INC | $64.74万 | 0.01% | 1,590 | -1,779 | -52.8% | -$72.44万 | 重新持有 |
| BLV | VANGUARD BD INDEX FDS | $64.64万 | 0.01% | 9,378 | 825 | 9.6% | $5.69万 | 重新持有 |
| EZU | ISHARES INC | $64.06万 | 0.01% | 9,217 | 572 | 6.6% | $3.98万 | 加仓 |
| TEM | TEMPUS AI INC | $63.56万 | 0.01% | 10,972 | 518 | 5.0% | $3.00万 | 加仓 |
| IQDG | WISDOMTREE TR | $63.56万 | 0.01% | 14,754 | -77 | -0.5% | -$3,317 | 减仓 |
| VMC | VULCAN MATLS CO | $63.17万 | 0.01% | 2,141 | -258 | -10.8% | -$7.61万 | 重新持有 |
| PAYX | PAYCHEX INC | $63.08万 | 0.01% | 6,416 | -2,702 | -29.6% | -$26.57万 | 重新持有 |
| PCG | PG&E CORP | $62.76万 | 0.01% | 37,311 | 5,624 | 17.7% | $9.46万 | 重新持有 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $62.47万 | 0.01% | 13,309 | 13,309 | — | $62.47万 | 新建仓 |
| EMHC | SPDR SERIES TRUST | $62.38万 | 0.01% | 24,520 | -4,188 | -14.6% | -$10.65万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $62.35万 | 0.01% | 15,167 | 0 | 0.0% | — | 重新持有 |
| IGIB | ISHARES TR | $62.13万 | 0.01% | 11,685 | -100 | -0.8% | -$5,317 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $62.00万 | 0.01% | 25,684 | 12,673 | 97.4% | $30.59万 | 重新持有 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $61.94万 | 0.01% | 15,772 | -220 | -1.4% | -$8,639 | 减仓 |
| MUX | MCEWEN INC. | $61.64万 | 0.01% | 34,001 | 34,001 | — | $61.64万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $61.64万 | 0.01% | 14,314 | 0 | 0.0% | — | 重新持有 |
| LCTU | BLACKROCK ETF TRUST | $61.49万 | 0.01% | 7,671 | -522 | -6.4% | -$4.18万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $61.36万 | 0.01% | 1,635 | -215 | -11.6% | -$8.07万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $61.17万 | 0.01% | 24,957 | 469 | 1.9% | $1.15万 | 重新持有 |
| R | RYDER SYS INC | $61.14万 | 0.01% | 2,318 | 18 | 0.8% | $4,748 | 重新持有 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $61.07万 | 0.01% | 41,373 | 6,003 | 17.0% | $8.86万 | 加仓 |
| COO | COOPER COS INC | $60.90万 | 0.01% | 8,492 | -1,488 | -14.9% | -$10.67万 | 重新持有 |
| ARM | ARM HOLDINGS PLC | $60.84万 | 0.01% | 1,716 | 1,716 | — | $60.84万 | 新建仓 |
| STT | STATE STR CORP | $60.77万 | 0.01% | 3,583 | 430 | 13.6% | $7.29万 | 加仓 |
| GLDM | WORLD GOLD TR | $60.68万 | 0.01% | 7,640 | 4,530 | 145.7% | $35.98万 | 加仓 |
| RBLX | ROBLOX CORP | $60.33万 | 0.01% | 11,094 | 943 | 9.3% | $5.13万 | 加仓 |
| FTI | TECHNIPFMC PLC | $60.24万 | 0.01% | 9,086 | 437 | 5.1% | $2.90万 | 加仓 |
| BP | BP PLC | $59.88万 | 0.01% | 16,205 | 5,813 | 55.9% | $21.48万 | 重新持有 |
| DBND | DOUBLELINE ETF TRUST | $59.81万 | 0.01% | 13,120 | 1,045 | 8.7% | $4.76万 | 重新持有 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $59.75万 | 0.01% | 6,461 | 393 | 6.5% | $3.63万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $59.57万 | 0.01% | 14,844 | 992 | 7.2% | $3.98万 | 重新持有 |
| FEZ | SPDR INDEX SHS FDS | $59.56万 | 0.01% | 8,672 | -350 | -3.9% | -$2.40万 | 重新持有 |
| MYRG | MYR GROUP INC | $59.55万 | 0.01% | 1,190 | 1,190 | — | $59.55万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $59.00万 | 0.01% | 4,149 | 4,149 | — | $59.00万 | 新建仓 |
| XSOE | WISDOMTREE TR | $58.96万 | 0.01% | 11,988 | -2,491 | -17.2% | -$12.25万 | 重新持有 |
| UDEC | INNOVATOR ETFS TRUST | $58.70万 | 0.01% | 14,084 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $58.31万 | 0.01% | 27,675 | 27,675 | — | $58.31万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $58.21万 | 0.01% | 3,559 | -977 | -21.5% | -$15.98万 | 重新持有 |
| HIMS | HIMS & HERS HEALTH INC | $57.93万 | 0.01% | 16,710 | -11,441 | -40.6% | -$39.67万 | 重新持有 |
| IDXX | IDEXX LABS INC | $57.65万 | 0.01% | 1,095 | -612 | -35.9% | -$32.22万 | 重新持有 |
| STLD | STEEL DYNAMICS INC | $57.57万 | 0.01% | 2,509 | -774 | -23.6% | -$17.76万 | 重新持有 |
| ICF | ISHARES TR | $57.37万 | 0.01% | 8,482 | -42 | -0.5% | -$2,841 | 重新持有 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $57.34万 | 0.01% | 12,597 | -4,923 | -28.1% | -$22.41万 | 减仓 |
| DIVB | ISHARES TR | $57.31万 | 0.01% | 9,304 | -1,743 | -15.8% | -$10.74万 | 重新持有 |
| NOW | SERVICENOW INC | $56.74万 | 0.01% | 5,715 | -1,384 | -19.5% | -$13.74万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $56.68万 | 0.01% | 15,110 | 525 | 3.6% | $1.97万 | 加仓 |
| XBI | SPDR SERIES TRUST | $55.94万 | 0.01% | 3,535 | 0 | 0.0% | — | 重新持有 |
| DTM | DT MIDSTREAM INC | $55.73万 | 0.01% | 3,798 | 1,251 | 49.1% | $18.36万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $55.58万 | 0.01% | 18,846 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $55.30万 | 0.01% | 7,591 | 457 | 6.4% | $3.33万 | 加仓 |
| EIX | EDISON INTL | $55.28万 | 0.01% | 7,425 | 7,425 | — | $55.28万 | 新建仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $55.19万 | 0.01% | 7,296 | -13,656 | -65.2% | -$103.29万 | 重新持有 |
| QBTS | D-WAVE QUANTUM INC | $55.04万 | 0.01% | 22,942 | -6,627 | -22.4% | -$15.90万 | 重新持有 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $54.86万 | 0.01% | 29,532 | 29,532 | — | $54.86万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $54.80万 | 0.01% | 26,910 | 26,910 | — | $54.80万 | 新建仓 |
| PPG | PPG INDS INC | $54.68万 | 0.01% | 4,508 | 291 | 6.9% | $3.53万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $54.35万 | 0.01% | 20,915 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $54.34万 | 0.01% | 70,201 | 20,000 | 39.8% | $15.48万 | 重新持有 |
| EWJ | ISHARES INC | $54.18万 | 0.01% | 5,809 | 5,809 | — | $54.18万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $53.35万 | 0.01% | 1,074 | 509 | 90.1% | $25.28万 | 重新持有 |
| DTH | WISDOMTREE TR | $52.81万 | 0.01% | 9,759 | 9,759 | — | $52.81万 | 新建仓 |