Axim Planning & Wealth
SPRINGBORO OH · SEC CIK 0001950607
$8,244.15万2026Q1 申报市值
84持仓数
65.0%前十大占比 · 第一大 48.4%
16 / 7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
BIL 加仓+$71.01万
ARROW INVTS TR 加仓+$65.31万
SCHD 新建仓+$44.11万
QCOM 新建仓+$39.39万
ZETA 新建仓+$37.09万
2026Q1 卖出最多 按季末市值估算
HANCOCK JOHN PFD 减仓-$79.23万
WDC 清仓-$65.48万
ADBE 清仓-$62.02万
MEDP 清仓-$58.80万
LRCX 减仓-$38.67万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| EH | EHANG HLDGS LTD 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -3,801 | -100.0% | -$65.48万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,772 | -100.0% | -$62.02万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -1,047 | -100.0% | -$58.80万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -6,335 | -100.0% | -$22.50万 | 清仓 |
| LNTH | LANTHEUS HLDGS INC | $0 | 0.00% | 0 | -3,351 | -100.0% | -$22.30万 | 清仓 |
| ACIO | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -4,618 | -100.0% | -$20.18万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $0 | 0.00% | 0 | -16,565 | -100.0% | -$12.11万 | 清仓 |
| EVGO | EVGO INC | $2.06万 | 0.02% | 11,970 | 11,970 | — | $2.06万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $16.73万 | 0.20% | 20,505 | 20,505 | — | $16.73万 | 新建仓 |
| — | LCNB CORP | $17.93万 | 0.22% | 11,500 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $18.26万 | 0.22% | 11,500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $20.05万 | 0.24% | 237 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $20.05万 | 0.24% | 6,884 | 6,884 | — | $20.05万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $20.19万 | 0.24% | 1,853 | 49 | 2.7% | $5,340 | 加仓 |
| AMZN | AMAZON COM INC | $20.20万 | 0.25% | 970 | 12 | 1.3% | $2,499 | 重新持有 |
| LUNR | INTUITIVE MACHINES INC | $20.38万 | 0.25% | 10,978 | -2,610 | -19.2% | -$4.84万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $20.75万 | 0.25% | 1,283 | 1,283 | — | $20.75万 | 新建仓 |
| META | META PLATFORMS INC | $21.34万 | 0.26% | 373 | 8 | 2.2% | $4,577 | 加仓 |
| IVW | ISHARES TR | $21.36万 | 0.26% | 1,888 | -33 | -1.7% | -$3,733 | 减仓 |
| VUG | VANGUARD INDEX FDS | $21.62万 | 0.26% | 495 | 55 | 12.5% | $2.40万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.62万 | 0.26% | 799 | 799 | — | $21.62万 | 新建仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $22.55万 | 0.27% | 4,815 | -2,105 | -30.4% | -$9.86万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $22.61万 | 0.27% | 9,030 | 9,030 | — | $22.61万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $22.89万 | 0.28% | 4,636 | -1,065 | -18.7% | -$5.26万 | 减仓 |
| QUAL | ISHARES TR | $22.94万 | 0.28% | 1,196 | 46 | 4.0% | $8,823 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $23.20万 | 0.28% | 11,174 | 11,174 | — | $23.20万 | 新建仓 |
| GLD | SPDR GOLD TR | $24.01万 | 0.29% | 558 | 558 | — | $24.01万 | 新建仓 |
| UUP | INVESCO DB US DLR INDEX TR | $24.23万 | 0.29% | 8,721 | 8,721 | — | $24.23万 | 新建仓 |
| TLH | ISHARES TR | $24.99万 | 0.30% | 2,481 | -1,131 | -31.3% | -$11.39万 | 减仓 |
| IVE | ISHARES TR | $25.21万 | 0.31% | 1,194 | 21 | 1.8% | $4,434 | 加仓 |
| TDUP | THREDUP INC | $25.37万 | 0.31% | 77,340 | 77,340 | — | $25.37万 | 新建仓 |
| SLV | ISHARES SILVER TR | $25.72万 | 0.31% | 3,774 | -4,374 | -53.7% | -$29.80万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $26.68万 | 0.32% | 4,628 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $26.99万 | 0.33% | 1,841 | 188 | 11.4% | $2.76万 | 加仓 |
| CLS | CELESTICA INC | $27.94万 | 0.34% | 992 | -32 | -3.1% | -$9,014 | 减仓 |
| NVO | NOVO-NORDISK A S | $28.81万 | 0.35% | 7,839 | 7,839 | — | $28.81万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $29.69万 | 0.36% | 16,311 | 16,311 | — | $29.69万 | 新建仓 |
| NKE | NIKE INC | $30.87万 | 0.37% | 5,845 | 2,293 | 64.6% | $12.11万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $30.90万 | 0.37% | 1,422 | 190 | 15.4% | $4.13万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $31.59万 | 0.38% | 1,045 | 101 | 10.7% | $3.05万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $32.51万 | 0.39% | 28,343 | 28,343 | — | $32.51万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $33.34万 | 0.40% | 91,099 | 41,441 | 83.5% | $15.17万 | 加仓 |
| RBRK | RUBRIK INC. | $33.96万 | 0.41% | 6,935 | 3,343 | 93.1% | $16.37万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $35.20万 | 0.43% | 3,175 | -270 | -7.8% | -$2.99万 | 减仓 |
| — | EXXON MOBIL CORP | $36.05万 | 0.44% | 2,125 | -37 | -1.7% | -$6,277 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $37.09万 | 0.45% | 23,296 | 23,296 | — | $37.09万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $37.58万 | 0.46% | 4,584 | -1,055 | -18.7% | -$8.65万 | 减仓 |
| NIO | NIO INC 看涨期权 | $38.59万 | 0.47% | 64,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $39.39万 | 0.48% | 3,059 | 3,059 | — | $39.39万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $39.42万 | 0.48% | 3,211 | -1,269 | -28.3% | -$15.58万 | 减仓 |
| — | ZACKS TRUST | $39.66万 | 0.48% | 14,709 | 1,158 | 8.5% | $3.12万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $40.89万 | 0.50% | 1,771 | -970 | -35.4% | -$22.40万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $41.21万 | 0.50% | 2,026 | 74 | 3.8% | $1.51万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $42.65万 | 0.52% | 1,996 | -1,810 | -47.6% | -$38.67万 | 减仓 |
| CRM | SALESFORCE INC | $42.78万 | 0.52% | 2,292 | -89 | -3.7% | -$1.66万 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $44.11万 | 0.54% | 14,379 | 14,379 | — | $44.11万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $45.04万 | 0.55% | 7,427 | -5,175 | -41.1% | -$31.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $45.42万 | 0.55% | 1,544 | -78 | -4.8% | -$2.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.81万 | 0.56% | 956 | 234 | 32.4% | $11.21万 | 加仓 |
| AAPL | APPLE INC | $45.91万 | 0.56% | 1,809 | -527 | -22.6% | -$13.37万 | 减仓 |
| IJH | ISHARES TR | $47.78万 | 0.58% | 7,075 | 2,220 | 45.7% | $14.99万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $48.29万 | 0.59% | 15,981 | 3,330 | 26.3% | $10.06万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $48.57万 | 0.59% | 2,931 | 659 | 29.0% | $10.92万 | 加仓 |
| TLT | ISHARES TR | $49.19万 | 0.60% | 5,674 | 1,616 | 39.8% | $14.01万 | 加仓 |
| TSLA | TESLA INC | $51.30万 | 0.62% | 1,380 | 13 | 1.0% | $4,833 | 加仓 |
| EXEL | EXELIXIS INC | $51.88万 | 0.63% | 12,095 | 6,605 | 120.3% | $28.33万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $55.72万 | 0.68% | 12,143 | 3,495 | 40.4% | $16.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $57.17万 | 0.69% | 3,278 | -607 | -15.6% | -$10.59万 | 减仓 |
| CAT | CATERPILLAR INC | $58.94万 | 0.71% | 832 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $63.34万 | 0.77% | 9,599 | -3,730 | -28.0% | -$24.61万 | 减仓 |
| AGG | ISHARES TR | $63.52万 | 0.77% | 6,399 | 743 | 13.1% | $7.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $67.38万 | 0.82% | 4,075 | 0 | 0.0% | — | 不变 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $69.38万 | 0.84% | 27,114 | 1,048 | 4.0% | $2.68万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $70.84万 | 0.86% | 30,566 | 669 | 2.2% | $1.55万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $71.00万 | 0.86% | 32,742 | 231 | 0.7% | $5,009 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $71.09万 | 0.86% | 33,795 | 1,092 | 3.3% | $2.30万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $72.86万 | 0.88% | 32,576 | -395 | -1.2% | -$8,834 | 减仓 |
| NIO | NIO INC | $76.16万 | 0.92% | 126,294 | -5,198 | -4.0% | -$3.13万 | 减仓 |
| ZECP | ZACKS TRUST | $76.65万 | 0.93% | 22,656 | 1,043 | 4.8% | $3.53万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $80.81万 | 0.98% | 5,595 | -881 | -13.6% | -$12.73万 | 减仓 |
| SMIZ | ZACKS TRUST | $81.07万 | 0.98% | 21,870 | 1,252 | 6.1% | $4.64万 | 加仓 |
| USB | US BANCORP | $81.77万 | 0.99% | 15,722 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $83.97万 | 1.02% | 99,376 | 19,499 | 24.4% | $16.48万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $90.39万 | 1.10% | 6,801 | -43 | -0.6% | -$5,715 | 减仓 |
| — | ZACKS TRUST | $90.48万 | 1.10% | 32,823 | 3,484 | 11.9% | $9.60万 | 加仓 |
| MSFT | MICROSOFT CORP | $92.43万 | 1.12% | 2,497 | 814 | 48.4% | $30.13万 | 加仓 |
| BTAL | AGF INVTS TR | $105.69万 | 1.28% | 75,708 | 14,735 | 24.2% | $20.57万 | 加仓 |
| — | ARROW INVTS TR | $160.30万 | 1.94% | 16,020 | 6,527 | 68.8% | $65.31万 | 加仓 |
| BIL | SPDR SERIES TRUST | $232.04万 | 2.81% | 25,321 | 7,749 | 44.1% | $71.01万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $424.98万 | 5.15% | 272,251 | -50,759 | -15.7% | -$79.23万 | 减仓 |
| EH | EHANG HLDGS LTD | $3,992.81万 | 48.43% | 4,112,060 | -6,432 | -0.2% | -$6.25万 | 减仓 |