Axim Planning & Wealth
SPRINGBORO OH · SEC CIK 0001950607
$7,154.85万2026Q2 申报市值
92持仓数
54.8%前十大占比 · 第一大 36.4%
13 / 8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
LAMR 新建仓+$48.45万
SHOP 新建仓+$42.27万
FTI 新建仓+$38.06万
VOD 新建仓+$37.60万
MU 新建仓+$34.74万
2026Q2 卖出最多 按季末市值估算
ARROW INVTS TR 减仓-$119.95万
EH 减仓-$91.21万
EXEL 清仓-$51.88万
JPM 清仓-$45.42万
CRM 清仓-$42.78万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -12,095 | -100.0% | -$51.88万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -1,544 | -100.0% | -$45.42万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -2,292 | -100.0% | -$42.78万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -1,996 | -100.0% | -$42.65万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -3,059 | -100.0% | -$39.39万 | 清仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -9,030 | -100.0% | -$22.61万 | 清仓 |
| LUNR | INTUITIVE MACHINES INC | $0 | 0.00% | 0 | -10,978 | -100.0% | -$20.38万 | 清仓 |
| EVGO | EVGO INC | $0 | 0.00% | 0 | -11,970 | -100.0% | -$2.06万 | 清仓 |
| TDUP | THREDUP INC 看涨期权 | $18.36万 | 0.26% | 268 | 268 | — | $18.36万 | 新建仓 |
| SLV | ISHARES SILVER TR | $20.12万 | 0.28% | 3,762 | -12 | -0.3% | -$642 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $20.13万 | 0.28% | 7,416 | 7,416 | — | $20.13万 | 新建仓 |
| — | LCNB CORP | $20.23万 | 0.28% | 11,500 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $20.25万 | 0.28% | 1,482 | 1,482 | — | $20.25万 | 新建仓 |
| GLD | SPDR GOLD TR | $20.45万 | 0.29% | 555 | -3 | -0.5% | -$1,105 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $20.58万 | 0.29% | 1,755 | -98 | -5.3% | -$1.15万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $20.93万 | 0.29% | 4,465 | -350 | -7.3% | -$1.64万 | 减仓 |
| META | META PLATFORMS INC | $21.35万 | 0.30% | 379 | 6 | 1.6% | $3,380 | 加仓 |
| AMZN | AMAZON COM INC | $21.47万 | 0.30% | 901 | -69 | -7.1% | -$1.64万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $21.74万 | 0.30% | 4,056 | -580 | -12.5% | -$3.11万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.88万 | 0.31% | 1,028 | -558 | -35.2% | -$11.88万 | 重新持有 |
| NIO | NIO INC 看涨期权 | $22.01万 | 0.31% | 435 | -63,565 | -99.3% | -$3,216.39万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $22.08万 | 0.31% | 1,192 | -91 | -7.1% | -$1.69万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $22.53万 | 0.31% | 2,763 | 2,763 | — | $22.53万 | 新建仓 |
| TER | TERADYNE INC | $22.55万 | 0.32% | 466 | 466 | — | $22.55万 | 新建仓 |
| IJT | ISHARES TR | $22.57万 | 0.32% | 1,263 | 1,263 | — | $22.57万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $23.06万 | 0.32% | 12,859 | 1,359 | 11.8% | $2.44万 | 加仓 |
| UUP | INVESCO DB US DLR INDEX TR | $23.37万 | 0.33% | 8,227 | -494 | -5.7% | -$1.40万 | 减仓 |
| MARA | MARA HOLDINGS INC | $23.59万 | 0.33% | 16,983 | -3,522 | -17.2% | -$4.89万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $23.69万 | 0.33% | 2,666 | 2,666 | — | $23.69万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $23.87万 | 0.33% | 236 | -1 | -0.4% | -$1,011 | 减仓 |
| VTV | VANGUARD INDEX FDS | $24.07万 | 0.34% | 1,105 | -242 | -18.0% | -$5.27万 | 重新持有 |
| TLH | ISHARES TR | $24.17万 | 0.34% | 2,409 | -72 | -2.9% | -$7,225 | 减仓 |
| IVW | ISHARES TR | $24.88万 | 0.35% | 1,809 | -79 | -4.2% | -$1.09万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $24.98万 | 0.35% | 2,900 | -70 | -2.4% | -$6,030 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.30万 | 0.35% | 609 | -190 | -23.8% | -$7.89万 | 减仓 |
| IVE | ISHARES TR | $25.39万 | 0.35% | 1,118 | -76 | -6.4% | -$1.73万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $25.87万 | 0.36% | 4,472 | -156 | -3.4% | -$9,023 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $27.91万 | 0.39% | 1,759 | -82 | -4.5% | -$1.30万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.68万 | 0.40% | 8,476 | 1,592 | 23.1% | $5.39万 | 加仓 |
| QUAL | ISHARES TR | $28.85万 | 0.40% | 1,315 | 119 | 9.9% | $2.61万 | 加仓 |
| CSCO | CISCO SYS INC | $28.98万 | 0.41% | 2,467 | 2,467 | — | $28.98万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $29.03万 | 0.41% | 8,374 | -2,800 | -25.1% | -$9.71万 | 减仓 |
| — | EXXON MOBIL CORP | $29.23万 | 0.41% | 2,138 | 13 | 0.6% | $1,777 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $29.32万 | 0.41% | 1,660 | -1,271 | -43.4% | -$22.45万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $30.18万 | 0.42% | 23,618 | 7,307 | 44.8% | $9.34万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $31.03万 | 0.43% | 82,319 | -8,780 | -9.6% | -$3.31万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $31.87万 | 0.45% | 2,975 | -200 | -6.3% | -$2.14万 | 减仓 |
| NVO | NOVO-NORDISK A S | $33.38万 | 0.47% | 6,963 | -876 | -11.2% | -$4.20万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $34.74万 | 0.49% | 301 | 301 | — | $34.74万 | 新建仓 |
| CLS | CELESTICA INC | $34.84万 | 0.49% | 955 | -37 | -3.7% | -$1.35万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $36.47万 | 0.51% | 14,061 | -1,920 | -12.0% | -$4.98万 | 减仓 |
| EH | EHANG HLDGS LTD 看涨期权 | $36.88万 | 0.52% | 563 | -67,037 | -99.2% | -$4,390.92万 | 重新持有 |
| VOD | VODAFONE GROUP PLC | $37.60万 | 0.53% | 28,434 | 28,434 | — | $37.60万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $37.63万 | 0.53% | 1,548 | 126 | 8.9% | $3.06万 | 加仓 |
| FTI | TECHNIPFMC PLC | $38.06万 | 0.53% | 5,740 | 5,740 | — | $38.06万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $38.75万 | 0.54% | 19,688 | -3,608 | -15.5% | -$7.10万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $39.65万 | 0.55% | 1,084 | 39 | 3.7% | $1.43万 | 加仓 |
| — | ARROW INVTS TR | $40.33万 | 0.56% | 4,031 | -11,989 | -74.8% | -$119.95万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.71万 | 0.58% | 7,238 | -189 | -2.5% | -$1.09万 | 减仓 |
| NKE | NIKE INC | $41.80万 | 0.58% | 10,182 | 4,337 | 74.2% | $17.80万 | 加仓 |
| SHOP | SHOPIFY INC | $42.27万 | 0.59% | 3,702 | 3,702 | — | $42.27万 | 新建仓 |
| NIO | NIO INC | $43.21万 | 0.60% | 85,404 | -40,890 | -32.4% | -$20.69万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $44.11万 | 0.62% | 1,724 | -47 | -2.7% | -$1.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.94万 | 0.63% | 898 | -58 | -6.1% | -$2.90万 | 减仓 |
| TLT | ISHARES TR | $46.17万 | 0.65% | 5,343 | -331 | -5.8% | -$2.86万 | 减仓 |
| RBRK | RUBRIK INC. | $46.99万 | 0.66% | 5,853 | -1,082 | -15.6% | -$8.69万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $47.21万 | 0.66% | 2,779 | -432 | -13.5% | -$7.34万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $48.45万 | 0.68% | 3,106 | 3,106 | — | $48.45万 | 新建仓 |
| AAPL | APPLE INC | $50.93万 | 0.71% | 1,760 | -49 | -2.7% | -$1.42万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $52.05万 | 0.73% | 11,481 | -662 | -5.5% | -$3.00万 | 减仓 |
| TSLA | TESLA INC | $55.60万 | 0.78% | 1,322 | -58 | -4.2% | -$2.44万 | 减仓 |
| IJH | ISHARES TR | $55.88万 | 0.78% | 7,247 | 172 | 2.4% | $1.33万 | 加仓 |
| ZECP | ZACKS TRUST | $56.05万 | 0.78% | 14,852 | -7,804 | -34.4% | -$29.45万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $56.33万 | 0.79% | 19,751 | -8,592 | -30.3% | -$24.50万 | 减仓 |
| AGG | ISHARES TR | $57.75万 | 0.81% | 5,835 | -564 | -8.8% | -$5.58万 | 减仓 |
| — | ZACKS TRUST | $58.82万 | 0.82% | 20,132 | 5,423 | 36.9% | $15.85万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $59.92万 | 0.84% | 7,213 | 2,629 | 57.4% | $21.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $64.41万 | 0.90% | 3,219 | -59 | -1.8% | -$1.18万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $65.11万 | 0.91% | 20,534 | 6,155 | 42.8% | $19.52万 | 加仓 |
| MO | ALTRIA GROUP INC | $66.73万 | 0.93% | 9,274 | -325 | -3.4% | -$2.34万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $67.89万 | 0.95% | 31,220 | -1,522 | -4.6% | -$3.31万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $68.51万 | 0.96% | 26,541 | -573 | -2.1% | -$1.48万 | 减仓 |
| TDUP | THREDUP INC | $68.64万 | 0.96% | 100,211 | 22,871 | 29.6% | $15.67万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $68.81万 | 0.96% | 32,565 | -1,230 | -3.6% | -$2.60万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $69.88万 | 0.98% | 30,440 | -126 | -0.4% | -$2,892 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $70.00万 | 0.98% | 31,328 | -1,248 | -3.8% | -$2.79万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $73.72万 | 1.03% | 4,075 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $79.14万 | 1.11% | 13,102 | -2,620 | -16.7% | -$15.82万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $81.56万 | 1.14% | 5,562 | -33 | -0.6% | -$4,839 | 减仓 |
| BTAL | AGF INVTS TR | $85.41万 | 1.19% | 76,602 | 894 | 1.2% | $9,968 | 加仓 |
| MSFT | MICROSOFT CORP | $90.20万 | 1.26% | 2,418 | -79 | -3.2% | -$2.95万 | 减仓 |
| CAT | CATERPILLAR INC | $91.58万 | 1.28% | 860 | 28 | 3.4% | $2.98万 | 加仓 |
| SMIZ | ZACKS TRUST | $93.33万 | 1.30% | 20,917 | -953 | -4.4% | -$4.25万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $95.24万 | 1.33% | 101,432 | 2,056 | 2.1% | $1.93万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $109.68万 | 1.53% | 1,888 | -138 | -6.8% | -$8.02万 | 减仓 |
| — | ZACKS TRUST | $110.90万 | 1.55% | 34,897 | 2,074 | 6.3% | $6.59万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $114.62万 | 1.60% | 6,016 | -785 | -11.5% | -$14.96万 | 减仓 |
| BIL | SPDR SERIES TRUST | $222.83万 | 3.11% | 24,316 | -1,005 | -4.0% | -$9.21万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $389.38万 | 5.44% | 245,354 | -26,897 | -9.9% | -$42.69万 | 减仓 |
| EH | EHANG HLDGS LTD | $2,602.19万 | 36.37% | 3,972,808 | -139,252 | -3.4% | -$91.21万 | 减仓 |