13F 机构持仓

Elyxium Wealth, LLC

BEVERLY HILLS CA · SEC CIK 0002043538

2026Q22026Q1 更早 9 个季度 🔒
$3.12亿2026Q1 申报市值
165持仓数
36.6%前十大占比 · 第一大 7.3%
1 / 1063新建仓 / 清仓
申报市值走势$9.52亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 7.3%
CIEN 7.2%
IVV 5.2%
AVDE 3.0%
NVDA 2.5%
MSFT 2.5%
SPY 2.4%
IDXX 2.3%
IWV 2.1%
IEFA 2.0%

2026Q1 买入最多 按季末市值估算

FEDERATED HERMES 加仓+$253.45万
PDBC 新建仓+$250.62万
AVDE 加仓+$143.63万
AVEM 加仓+$123.82万
JDVI 加仓+$103.89万

2026Q1 卖出最多 按季末市值估算

CIEN 减仓-$45.39亿
IDXX 减仓-$30.38亿
AFRM 清仓-$921.64万
AAPL 减仓-$761.32万
NVDA 减仓-$304.57万

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
AON AON PLC SHS CL A $48.32万0.15%1,497 543.7% $1.74万 加仓
PLTR PALANTIR TECHNOLOGIES INC CL A $47.89万0.15%3,274 -9,689-74.7% -$141.73万 减仓
VIG VANGUARD DIVIDEND APPRECIATION ETF $47.31万0.15%2,200 00.0% — 不变
PFE PFIZER INC COM $46.10万0.15%16,419 -366-2.2% -$1.03万 减仓
DOV DOVER CORP COM $45.21万0.14%2,169 894.3% $1.86万 加仓
TMUS T-MOBILE US INC COM $44.00万0.14%2,095 1487.6% $3.11万 加仓
AIG AMERICAN INTL GROUP INC COM NEW $43.37万0.14%5,763 -1,210-17.4% -$9.11万 减仓
VZ VERIZON COMMUNICATIONS INC COM $42.66万0.14%8,499 2893.5% $1.45万 加仓
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $41.60万0.13%7,914 00.0% — 不变
ATRO ASTRONICS CORP COM $41.14万0.13%6,165 -85-1.4% -$5,672 减仓
MCK MCKESSON CORP COM $39.63万0.13%458 102.2% $8,654 加仓
SRE SEMPRA COM $38.87万0.12%4,000 631.6% $6,122 加仓
CME CME GROUP INC COM $38.69万0.12%1,310 -80-5.8% -$2.36万 减仓
PNC PNC FINL SVCS GROUP INC COM $38.59万0.12%1,854 1337.7% $2.77万 加仓
MO ALTRIA GROUP INC COM $38.54万0.12%5,841 -629-9.7% -$4.15万 减仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $37.99万0.12%1,916 -547-22.2% -$10.85万 减仓
PGR PROGRESSIVE CORP COM $36.38万0.12%1,835 -413-18.4% -$8.19万 减仓
YUM YUM BRANDS INC COM $35.07万0.11%2,256 261.2% $4,042 加仓
GILD GILEAD SCIENCES INC COM $34.29万0.11%2,461 -862-25.9% -$12.01万 减仓
UNH UNITEDHEALTH GROUP INC COM $33.72万0.11%1,246 -340-21.4% -$9.20万 减仓
QAI NYLI HEDGE MULTI-STRATEGY TRACKER ETF $33.60万0.11%9,847 -44,691-81.9% -$152.49万 减仓
ITW ILLINOIS TOOL WKS INC COM $33.55万0.11%1,289 -56-4.2% -$1.46万 减仓
AMAT APPLIED MATLS INC COM $33.37万0.11%976 9510.8% $3.25万 加仓
BSX BOSTON SCIENTIFIC CORP COM $33.01万0.11%5,261 -22-0.4% -$1,381 减仓
LIN LINDE PLC SHS $32.58万0.10%657 13024.7% $6.45万 加仓
TJX TJX COS INC NEW COM $32.52万0.10%2,036 42026.0% $6.71万 加仓
INTC INTEL CORP COM $31.71万0.10%7,186 4787.1% $2.11万 加仓
IBM INTERNATIONAL BUSINESS MACHS COM $30.87万0.10%1,274 988.3% $2.37万 加仓
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF $30.64万0.10%7,200 00.0% — 不变
PLD PROLOGIS INC. COM $30.48万0.10%2,306 28914.3% $3.82万 加仓
QQQ INVESCO QQQ TRUST SERIES I $29.39万0.09%509 7517.3% $4.33万 加仓
VRTX VERTEX PHARMACEUTICALS INC COM $29.34万0.09%657 8915.7% $3.97万 加仓
EXC EXELON CORP COM $29.21万0.09%5,960 -908-13.2% -$4.45万 减仓
CMCSA COMCAST CORP NEW CL A $28.87万0.09%10,056 1,06311.8% $3.05万 加仓
ALL ALLSTATE CORP COM $28.83万0.09%1,391 -138-9.0% -$2.86万 减仓
TXN TEXAS INSTRS INC COM $28.73万0.09%1,480 1249.1% $2.41万 加仓
C CITIGROUP INC COM NEW $28.22万0.09%2,489 49724.9% $5.64万 加仓
VTI VANGUARD TOTAL STOCK MARKET ETF $28.14万0.09%877 00.0% — 不变
NVS NOVARTIS AG SPONSORED ADR $27.80万0.09%1,820 -982-35.0% -$15.00万 减仓
INTU INTUIT COM $27.41万0.09%634 -23-3.5% -$9,945 减仓
ROST ROSS STORES INC COM $26.58万0.09%1,227 18918.2% $4.09万 加仓
ABT ABBOTT LABORATORIES COM $25.64万0.08%2,498 -338-11.9% -$3.47万 减仓
CI THE CIGNA GROUP COM $25.47万0.08%955 -228-19.3% -$6.08万 减仓
MDLZ MONDELEZ INTL INC CL A $25.28万0.08%4,387 48512.4% $2.80万 加仓
AEP AMERICAN ELEC PWR CO INC COM $25.18万0.08%1,921 -706-26.9% -$9.26万 减仓
SPGI S&P GLOBAL INC COM $25.01万0.08%588 20.3% $851 加仓
CSX CSX CORP COM $24.99万0.08%6,088 2794.8% $1.15万 加仓
IJK ISHARES S&P MID-CAP 400 GROWTH ETF $24.95万0.08%2,480 00.0% — 不变
UNM UNUM GROUP COM $24.90万0.08%3,410 782.3% $5,696 加仓
CMF ISHARES CALIFORNIA MUNI BOND ETF $24.64万0.08%4,333 00.0% — 不变
HCA HCA HEALTHCARE INC COM $24.23万0.08%512 367.6% $1.70万 加仓
LMT LOCKHEED MARTIN CORP COM $23.87万0.08%395 4211.9% $2.54万 加仓
CTAS CINTAS CORP COM $23.60万0.08%1,395 272.0% $4,567 加仓
GS GOLDMAN SACHS GROUP INC COM $23.27万0.07%275 145.4% $1.18万 加仓
SYF SYNCHRONY FINANCIAL COM $21.82万0.07%3,208 401.3% $2,721 加仓
BA BOEING CO COM $21.82万0.07%1,096 -1,803-62.2% -$35.90万 减仓
CEG CONSTELLATION ENERGY CORP COM $21.81万0.07%781 -101-11.5% -$2.82万 减仓
KR KROGER CO COM $21.68万0.07%2,996 -225-7.0% -$1.63万 减仓
SCHW SCHWAB CHARLES CORP COM $21.55万0.07%2,293 -610-21.0% -$5.73万 减仓
ANET ARISTA NETWORKS INC COM SHS $21.35万0.07%1,739 50641.0% $6.21万 加仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $21.08万0.07%3,290 -7,029-68.1% -$45.04万 减仓
CB CHUBB LTD SWITZ COM $20.86万0.07%640 264.2% $8,476 加仓
DHR DANAHER CORP DEL COM $20.65万0.07%1,089 13814.5% $2.62万 加仓
IR INGERSOLL RAND INC COM $20.40万0.07%2,546 1446.0% $1.15万 加仓
JCI JOHNSON CTLS INTL PLC SHS $20.11万0.06%1,535 16111.7% $2.11万 加仓
AFRM AFFIRM HLDGS INC COM CL A $00.00%0 -123,827-100.0% -$921.64万 清仓
SIVR ABRDN PHYSICAL SILVER SHARES ETF $00.00%0 -24,780-100.0% -$167.61万 清仓
MAR MARRIOTT INTL INC NEW CL A $00.00%0 —— — 申报中断
RCL ROYAL CARIBBEAN GROUP COM $00.00%0 —— — 申报中断
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF $00.00%0 -20,768-100.0% -$92.23万 清仓
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF $00.00%0 -19,641-100.0% -$92.04万 清仓
COIN COINBASE GLOBAL INC COM CL A $00.00%0 -3,182-100.0% -$71.95万 清仓
QCOM QUALCOMM INC COM $00.00%0 —— — 申报中断
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $00.00%0 -4,351-100.0% -$63.77万 清仓
ABNB AIRBNB INC COM CL A $00.00%0 -3,192-100.0% -$43.32万 清仓
CRWD CROWDSTRIKE HLDGS INC CL A $00.00%0 —— — 申报中断
HODL VANECK BITCOIN ETF $00.00%0 -14,791-100.0% -$36.58万 清仓
GQGU GQG US EQUITY ETF $00.00%0 -13,921-100.0% -$34.18万 清仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $00.00%0 -3,642-100.0% -$30.16万 清仓
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF $00.00%0 -3,583-100.0% -$26.83万 清仓
COF CAPITAL ONE FINL CORP COM $00.00%0 —— — 申报中断
USB US BANCORP DEL COM NEW $00.00%0 —— — 申报中断
FLSP FRANKLIN SYSTEMATIC STYLE PREMIA ETF $00.00%0 -8,072-100.0% -$21.72万 清仓
NOW SERVICENOW INC COM $00.00%0 —— — 申报中断
VOO VANGUARD S&P 500 ETF $00.00%0 —— — 申报中断
MELI MERCADOLIBRE INC COM $00.00%0 -102-100.0% -$20.55万 清仓
ACWI ISHARES MSCI ACWI ETF $00.00%0 -1,444-100.0% -$20.43万 清仓
GLW CORNING INC COM $00.00%0 —— — 申报中断
MCO MOODYS CORP COM $00.00%0 —— — 申报中断
GM GENERAL MTRS CO COM $00.00%0 -2,416-100.0% -$19.65万 清仓
MDT MEDTRONIC PLC SHS $00.00%0 -1,906-100.0% -$18.31万 清仓
DUK DUKE ENERGY CORP NEW COM NEW $00.00%0 —— — 申报中断
SBUX STARBUCKS CORP COM $00.00%0 —— — 申报中断
AWK AMERICAN WTR WKS CO INC NEW COM $00.00%0 -1,386-100.0% -$18.09万 清仓
MLM MARTIN MARIETTA MATLS INC COM $00.00%0 -287-100.0% -$17.87万 清仓
ISRG INTUITIVE SURGICAL INC COM NEW $00.00%0 —— — 申报中断
NKE NIKE INC CL B $00.00%0 —— — 申报中断
CCL CARNIVAL CORP COMMON STOCK $00.00%0 -5,328-100.0% -$16.27万 清仓
ENB ENBRIDGE INC COM $00.00%0 -3,383-100.0% -$16.18万 清仓
VNQ VANGUARD REAL ESTATE ETF $00.00%0 -1,825-100.0% -$16.15万 清仓