Elyxium Wealth, LLC
BEVERLY HILLS CA · SEC CIK 0002043538
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $2,291.41万 | 7.35% | 90,288 | -29,998 | -24.9% | -$761.32万 | 减仓 |
| CIEN | CIENA CORP COM NEW | $2,245.99万 | 7.20% | 57,852 | -11,691,454 | -99.5% | -$45.39亿 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,622.21万 | 5.20% | 24,834 | 267 | 1.1% | $17.44万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $925.53万 | 2.97% | 109,091 | 16,929 | 18.4% | $143.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $776.64万 | 2.49% | 44,532 | -17,464 | -28.2% | -$304.57万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $768.75万 | 2.47% | 20,768 | -2,404 | -10.4% | -$88.99万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $754.98万 | 2.42% | 11,609 | -130 | -1.1% | -$8.45万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $728.83万 | 2.34% | 12,971 | -5,406,536 | -99.8% | -$30.38亿 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $657.22万 | 2.11% | 17,730 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $638.20万 | 2.05% | 70,496 | 749 | 1.1% | $6.78万 | 加仓 |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | $619.51万 | 1.99% | 135,234 | 18,836 | 16.2% | $86.29万 | 加仓 |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $619.18万 | 1.99% | 256,868 | 29,624 | 13.0% | $71.41万 | 加仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $592.80万 | 1.90% | 113,584 | 10,557 | 10.2% | $55.10万 | 加仓 |
| AVGO | BROADCOM INC COM | $532.20万 | 1.71% | 17,195 | 1,254 | 7.9% | $38.81万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $525.63万 | 1.69% | 77,836 | -14,818 | -16.0% | -$100.07万 | 减仓 |
| AMZN | AMAZON COM INC COM | $523.13万 | 1.68% | 25,118 | -5,439 | -17.8% | -$113.28万 | 减仓 |
| — | EXXON MOBIL CORP COM | $519.18万 | 1.66% | 30,601 | -5,159 | -14.4% | -$87.53万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $518.51万 | 1.66% | 18,031 | 655 | 3.8% | $18.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $447.68万 | 1.44% | 15,219 | 286 | 1.9% | $8.41万 | 加仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $439.33万 | 1.41% | 145,714 | 8,707 | 6.4% | $26.25万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $411.70万 | 1.32% | 33,118 | -3,605 | -9.8% | -$44.81万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $395.46万 | 1.27% | 40,673 | 5,444 | 15.5% | $52.93万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $382.93万 | 1.23% | 43,436 | -1,390 | -3.1% | -$12.25万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $382.39万 | 1.23% | 6,200 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $373.24万 | 1.20% | 53,511 | 10,512 | 24.4% | $73.32万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $353.06万 | 1.13% | 38,260 | 8,327 | 27.8% | $76.84万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $350.93万 | 1.13% | 69,067 | 5,069 | 7.9% | $25.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $348.58万 | 1.12% | 3,498 | -494 | -12.4% | -$49.23万 | 减仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $312.73万 | 1.00% | 67,398 | 20,243 | 42.9% | $93.93万 | 加仓 |
| META | META PLATFORMS INC CL A | $294.35万 | 0.94% | 5,144 | -367 | -6.7% | -$21.00万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $292.94万 | 0.94% | 30,159 | -531 | -1.7% | -$5.16万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $284.07万 | 0.91% | 9,903 | -6,004 | -37.7% | -$172.23万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $282.34万 | 0.91% | 83,386 | 29,935 | 56.0% | $101.36万 | 加仓 |
| — | FEDERATED HERMES MDT MARKET NEUTRAL ETF | $272.23万 | 0.87% | 104,869 | 97,634 | 1,349.5% | $253.45万 | 加仓 |
| UNP | UNION PAC CORP COM | $263.88万 | 0.85% | 10,876 | 36 | 0.3% | $8,735 | 加仓 |
| RTX | RTX CORPORATION COM | $261.97万 | 0.84% | 13,581 | -1,028 | -7.0% | -$19.83万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $255.60万 | 0.82% | 14,019 | 165 | 1.2% | $3.01万 | 加仓 |
| CLSE | CONVERGENCE LONG/SHORT EQUITY ETF | $252.37万 | 0.81% | 89,682 | -20,265 | -18.4% | -$57.03万 | 减仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $250.62万 | 0.80% | 144,702 | 144,702 | — | $250.62万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $240.99万 | 0.77% | 5,029 | 195 | 4.0% | $9.34万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $236.51万 | 0.76% | 29,351 | 15,366 | 109.9% | $123.82万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $213.25万 | 0.68% | 9,980 | 234 | 2.4% | $5.00万 | 加仓 |
| EVMO | EATON VANCE MORTGAGE OPPORTUNITIES ETF | $211.52万 | 0.68% | 42,035 | 10,687 | 34.1% | $53.78万 | 加仓 |
| — | HONEYWELL INTL INC COM | $188.70万 | 0.61% | 8,348 | 12 | 0.1% | $2,712 | 加仓 |
| CAT | CATERPILLAR INC COM | $187.96万 | 0.60% | 2,653 | 111 | 4.4% | $7.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $177.88万 | 0.57% | 7,277 | 300 | 4.3% | $7.33万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $164.24万 | 0.53% | 3,941 | -28 | -0.7% | -$1.17万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $160.92万 | 0.52% | 7,778 | -1,668 | -17.7% | -$34.51万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $156.88万 | 0.50% | 4,642 | -2,546 | -35.4% | -$86.04万 | 减仓 |
| TSLA | TESLA INC COM | $156.13万 | 0.50% | 4,200 | -4,017 | -48.9% | -$149.33万 | 减仓 |
| LLY | ELI LILLY & CO COM | $151.98万 | 0.49% | 1,652 | 132 | 8.7% | $12.14万 | 加仓 |
| HD | HOME DEPOT INC COM | $151.66万 | 0.49% | 4,611 | -20 | -0.4% | -$6,578 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $142.24万 | 0.46% | 4,210 | -853 | -16.8% | -$28.82万 | 减仓 |
| JDVI | JOHN HANCOCK DISCIPLINED VALUE INTERNATIONAL SELECT ETF | $128.31万 | 0.41% | 35,515 | 28,758 | 425.6% | $103.89万 | 加仓 |
| ORCL | ORACLE CORP COM | $120.54万 | 0.39% | 8,194 | 175 | 2.2% | $2.57万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $118.39万 | 0.38% | 5,541 | 2,876 | 107.9% | $61.45万 | 加仓 |
| V | VISA INC COM CL A | $117.58万 | 0.38% | 3,890 | 499 | 14.7% | $15.08万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $112.01万 | 0.36% | 3,947 | 464 | 13.3% | $13.17万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $110.02万 | 0.35% | 3,637 | 55 | 1.5% | $1.66万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $108.89万 | 0.35% | 2,179 | 37 | 1.7% | $1.85万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $108.23万 | 0.35% | 11,652 | 54 | 0.5% | $5,016 | 加仓 |
| DIS | DISNEY WALT CO COM | $106.19万 | 0.34% | 11,018 | 440 | 4.2% | $4.24万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $104.90万 | 0.34% | 7,263 | -2,543 | -25.9% | -$36.73万 | 减仓 |
| PEP | PEPSICO INC COM | $102.43万 | 0.33% | 6,596 | 699 | 11.9% | $10.85万 | 加仓 |
| CRM | SALESFORCE INC COM | $98.95万 | 0.32% | 5,301 | -87 | -1.6% | -$1.62万 | 减仓 |
| DE | DEERE & CO COM | $97.92万 | 0.31% | 1,738 | -680 | -28.1% | -$38.31万 | 减仓 |
| ETN | EATON CORP PLC SHS | $91.36万 | 0.29% | 2,555 | -144 | -5.3% | -$5.15万 | 减仓 |
| KLAC | KLA CORP COM NEW | $91.03万 | 0.29% | 618 | -37 | -5.6% | -$5.45万 | 减仓 |
| JBL | JABIL INC COM | $88.38万 | 0.28% | 3,327 | 1 | 0.0% | $266 | 加仓 |
| ABBV | ABBVIE INC COM | $86.88万 | 0.28% | 3,995 | -872 | -17.9% | -$18.96万 | 减仓 |
| GEV | GE VERNOVA INC COM | $86.33万 | 0.28% | 989 | 95 | 10.6% | $8.29万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $84.73万 | 0.27% | 1,987 | 1,767 | 803.2% | $75.34万 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $83.88万 | 0.27% | 17,973 | 8,820 | 96.4% | $41.16万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $83.37万 | 0.27% | 5,301 | 132 | 2.6% | $2.08万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $82.16万 | 0.26% | 3,137 | 8 | 0.3% | $2,095 | 加仓 |
| BAC | BANK OF AMER CORP COM | $80.50万 | 0.26% | 16,513 | -743 | -4.3% | -$3.62万 | 减仓 |
| KO | COCA COLA CO COM | $77.86万 | 0.25% | 10,238 | -668 | -6.1% | -$5.08万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $77.13万 | 0.25% | 24,728 | 17,590 | 246.4% | $54.86万 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $75.83万 | 0.24% | 6,257 | -43 | -0.7% | -$5,211 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $75.78万 | 0.24% | 9,665 | 59 | 0.6% | $4,626 | 加仓 |
| WMT | WALMART INC COM | $75.06万 | 0.24% | 6,039 | 1,396 | 30.1% | $17.35万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $72.50万 | 0.23% | 6,111 | -1,323 | -17.8% | -$15.70万 | 减仓 |
| AMGN | AMGEN INC COM | $70.91万 | 0.23% | 2,015 | -76 | -3.6% | -$2.67万 | 减仓 |
| ADBE | ADOBE INC COM | $70.59万 | 0.23% | 2,904 | 127 | 4.6% | $3.09万 | 加仓 |
| NFLX | NETFLIX INC. COM | $69.05万 | 0.22% | 7,181 | -8,965 | -55.5% | -$86.20万 | 减仓 |
| MCD | MCDONALDS CORP COM | $65.99万 | 0.21% | 2,123 | 159 | 8.1% | $4.94万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $65.90万 | 0.21% | 3,986 | -1,162 | -22.6% | -$19.21万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $65.47万 | 0.21% | 1,473 | 20 | 1.4% | $8,889 | 加仓 |
| CSCO | CISCO SYS INC COM | $65.35万 | 0.21% | 8,423 | 834 | 11.0% | $6.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $65.16万 | 0.21% | 3,203 | 424 | 15.3% | $8.63万 | 加仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $64.09万 | 0.21% | 25,844 | 5,062 | 24.4% | $12.55万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $63.54万 | 0.20% | 7,982 | 295 | 3.8% | $2.35万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $62.44万 | 0.20% | 7,472 | 100 | 1.4% | $8,357 | 加仓 |
| T | AT&T INC COM | $61.42万 | 0.20% | 21,188 | -2,174 | -9.3% | -$6.30万 | 减仓 |
| MRK | MERCK & CO INC COM | $61.22万 | 0.20% | 5,090 | 850 | 20.0% | $10.22万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $57.31万 | 0.18% | 1,166 | 108 | 10.2% | $5.31万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $55.07万 | 0.18% | 2,221 | -481 | -17.8% | -$11.93万 | 减仓 |
| APH | AMPHENOL CORP CL A | $52.33万 | 0.17% | 4,142 | 438 | 11.8% | $5.53万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $52.13万 | 0.17% | 3,168 | 234 | 8.0% | $3.85万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $49.98万 | 0.16% | 2,023 | -144 | -6.6% | -$3.56万 | 减仓 |