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 |
|---|---|---|---|---|---|---|---|---|
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -19,919 | -100.0% | -$44.54万 | 清仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -1,491 | -100.0% | -$44.08万 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -5,480 | -100.0% | -$43.41万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LGLV | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROE | EA SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -125 | -100.0% | -$42.39万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -1,170 | -100.0% | -$41.77万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -4,603 | -100.0% | -$41.44万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -10,245 | -100.0% | -$40.57万 | 清仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -18,610 | -100.0% | -$40.31万 | 清仓 |
| PDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -2,281 | -100.0% | -$40.14万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -2,214 | -100.0% | -$40.14万 | 清仓 |
| PAUG | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -2,480 | -100.0% | -$39.88万 | 清仓 |
| PJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -1,528 | -100.0% | -$39.12万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFAE | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -6,852 | -100.0% | -$38.81万 | 清仓 |
| — | MAGIC SOFTWARE ENTERPRISES L | $0 | 0.00% | 0 | -14,918 | -100.0% | -$38.41万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNIYIELD MICH QU | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -488 | -100.0% | -$37.67万 | 清仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDIV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PPLT | ABRDN PLATINUM ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAR | GRANITESHARES GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FENI | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDMO | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BP | BP PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHYM | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -4,550 | -100.0% | -$35.28万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FISV | FISERV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XMLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,759 | -100.0% | -$34.68万 | 清仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PECO | PHILLIPS EDISON & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AOK | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMGF | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVT | NVENT ELECTRIC PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTNQ | PACER FDS TR | $0 | 0.00% | 0 | -4,303 | -100.0% | -$33.84万 | 清仓 |
| SMB | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -14,822 | -100.0% | -$33.25万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACIO | ETF SER SOLUTIONS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -3,866 | -100.0% | -$32.42万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -7,124 | -100.0% | -$32.26万 | 清仓 |
| EEMA | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,974 | -100.0% | -$31.63万 | 清仓 |
| SUSC | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KR | KROGER CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,282 | -100.0% | -$31.15万 | 清仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALC | ALCON AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -3,123 | -100.0% | -$30.76万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -1,761 | -100.0% | -$30.67万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |