Axis Wealth Partners, LLC
EAST PROVIDENCE RI · SEC CIK 0002052531
$1.88亿2026Q1 申报市值
174持仓数
26.4%前十大占比 · 第一大 3.6%
10 / 1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
SLDE 加仓+$183.15万
SGOV 加仓+$63.22万
FELC 加仓+$47.55万
FENI 加仓+$45.85万
FBND 加仓+$40.21万
2026Q1 卖出最多 按季末市值估算
XYL 减仓-$61.55万
AZN 清仓-$37.07万
SPY 减仓-$23.41万
IVE 减仓-$20.52万
EFV 减仓-$15.57万
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 |
|---|---|---|---|---|---|---|---|---|
| VTC | VANGUARD SCOTTSDALE FDS | $66.35万 | 0.35% | 8,636 | 42 | 0.5% | $3,227 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $67.16万 | 0.36% | 10,509 | 1,395 | 15.3% | $8.92万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $70.21万 | 0.37% | 3,579 | 329 | 10.1% | $6.45万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $70.79万 | 0.38% | 11,887 | 342 | 3.0% | $2.04万 | 加仓 |
| SHY | ISHARES TR | $74.13万 | 0.39% | 8,978 | -197 | -2.1% | -$1.63万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $74.44万 | 0.40% | 22,044 | 1,542 | 7.5% | $5.21万 | 加仓 |
| MO | ALTRIA GROUP INC | $74.44万 | 0.40% | 11,281 | -57 | -0.5% | -$3,761 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $74.71万 | 0.40% | 2,540 | 364 | 16.7% | $10.71万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $75.38万 | 0.40% | 16,362 | 572 | 3.6% | $2.64万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $77.82万 | 0.41% | 10,895 | -407 | -3.6% | -$2.91万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $80.92万 | 0.43% | 17,188 | 2,471 | 16.8% | $11.63万 | 加仓 |
| — | EXXON MOBIL CORP | $84.01万 | 0.45% | 4,951 | 106 | 2.2% | $1.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $87.93万 | 0.47% | 2,375 | 218 | 10.1% | $8.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $89.04万 | 0.47% | 24,221 | 1,782 | 7.9% | $6.55万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $89.06万 | 0.47% | 14,295 | 1,283 | 9.9% | $7.99万 | 加仓 |
| IUSG | ISHARES TR | $91.12万 | 0.48% | 5,875 | -306 | -5.0% | -$4.75万 | 减仓 |
| GOOGL | ALPHABET INC | $91.66万 | 0.49% | 3,187 | 153 | 5.0% | $4.40万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $92.76万 | 0.49% | 19,198 | 81 | 0.4% | $3,914 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $94.09万 | 0.50% | 25,941 | 13,110 | 102.2% | $47.55万 | 加仓 |
| IWF | ISHARES TR | $94.18万 | 0.50% | 2,209 | -46 | -2.0% | -$1.96万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $97.50万 | 0.52% | 17,201 | 1,715 | 11.1% | $9.72万 | 加仓 |
| IJS | ISHARES TR | $100.14万 | 0.53% | 8,454 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $105.10万 | 0.56% | 28,252 | 12,326 | 77.4% | $45.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $106.30万 | 0.57% | 6,095 | 440 | 7.8% | $7.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $109.29万 | 0.58% | 17,501 | 497 | 2.9% | $3.10万 | 加仓 |
| IJR | ISHARES TR | $110.53万 | 0.59% | 8,892 | 121 | 1.4% | $1.50万 | 加仓 |
| ESGU | ISHARES TR | $111.83万 | 0.59% | 7,907 | 76 | 1.0% | $1.07万 | 加仓 |
| QQQ | INVESCO QQQ TR | $111.84万 | 0.59% | 1,938 | -11 | -0.6% | -$6,348 | 减仓 |
| ANGL | VANECK ETF TRUST | $116.56万 | 0.62% | 40,584 | 1,264 | 3.2% | $3.63万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $122.27万 | 0.65% | 30,160 | 4,182 | 16.1% | $16.95万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $123.82万 | 0.66% | 24,665 | -2,236 | -8.3% | -$11.22万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $126.75万 | 0.67% | 14,997 | 1,249 | 9.1% | $10.56万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $127.44万 | 0.68% | 16,077 | 97 | 0.6% | $7,689 | 加仓 |
| EQIN | COLUMBIA ETF TR I | $128.24万 | 0.68% | 26,091 | 489 | 1.9% | $2.40万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $131.92万 | 0.70% | 26,082 | 5,139 | 24.5% | $25.99万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $133.18万 | 0.71% | 62,180 | -643 | -1.0% | -$1.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $137.98万 | 0.73% | 19,398 | 1,072 | 5.8% | $7.63万 | 加仓 |
| DHS | WISDOMTREE TR | $138.39万 | 0.74% | 13,368 | 388 | 3.0% | $4.02万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $138.62万 | 0.74% | 32,834 | 3,960 | 13.7% | $16.72万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $142.15万 | 0.76% | 36,466 | -692 | -1.9% | -$2.70万 | 减仓 |
| SDY | SPDR SERIES TRUST | $142.25万 | 0.76% | 9,747 | 283 | 3.0% | $4.13万 | 加仓 |
| EFV | ISHARES TR | $143.57万 | 0.76% | 19,310 | -2,094 | -9.8% | -$15.57万 | 减仓 |
| IDV | ISHARES TR | $146.42万 | 0.78% | 34,403 | -113 | -0.3% | -$4,809 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $157.93万 | 0.84% | 3,874 | -62 | -1.6% | -$2.53万 | 减仓 |
| XYL | XYLEM INC | $161.98万 | 0.86% | 13,555 | -5,151 | -27.5% | -$61.55万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $163.70万 | 0.87% | 25,547 | 1,356 | 5.6% | $8.69万 | 加仓 |
| SGOV | ISHARES TR | $170.78万 | 0.91% | 16,966 | 6,280 | 58.8% | $63.22万 | 加仓 |
| AMZN | AMAZON COM INC | $172.81万 | 0.92% | 8,298 | 399 | 5.1% | $8.31万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $181.07万 | 0.96% | 9,435 | 451 | 5.0% | $8.66万 | 加仓 |
| EFG | ISHARES TR | $183.90万 | 0.98% | 16,513 | -643 | -3.7% | -$7.16万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $202.53万 | 1.08% | 18,464 | 834 | 4.7% | $9.15万 | 加仓 |
| IJK | ISHARES TR | $202.82万 | 1.08% | 20,157 | -769 | -3.7% | -$7.74万 | 减仓 |
| IJH | ISHARES TR | $214.19万 | 1.14% | 31,717 | -278 | -0.9% | -$1.88万 | 减仓 |
| IVE | ISHARES TR | $221.49万 | 1.18% | 10,490 | -972 | -8.5% | -$20.52万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $222.95万 | 1.19% | 15,054 | 190 | 1.3% | $2.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $226.58万 | 1.20% | 58,307 | 1,338 | 2.3% | $5.20万 | 加仓 |
| IVW | ISHARES TR | $227.50万 | 1.21% | 20,113 | -374 | -1.8% | -$4.23万 | 减仓 |
| AGG | ISHARES TR | $229.99万 | 1.22% | 23,168 | 298 | 1.3% | $2.96万 | 加仓 |
| IJJ | ISHARES TR | $252.23万 | 1.34% | 19,036 | -378 | -1.9% | -$5.01万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $260.52万 | 1.39% | 27,792 | 1,075 | 4.0% | $10.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $284.52万 | 1.51% | 4,375 | -360 | -7.6% | -$23.41万 | 减仓 |
| DEM | WISDOMTREE TR | $288.32万 | 1.53% | 58,025 | 1,384 | 2.4% | $6.88万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $295.91万 | 1.57% | 74,952 | 4,126 | 5.8% | $16.29万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $311.14万 | 1.65% | 54,992 | 2,996 | 5.8% | $16.95万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $346.02万 | 1.84% | 16,090 | -10 | -0.1% | -$2,151 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $363.82万 | 1.93% | 77,381 | 8,231 | 11.9% | $38.70万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $366.30万 | 1.95% | 203,502 | 101,751 | 100.0% | $183.15万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $370.73万 | 1.97% | 95,156 | 2,600 | 2.8% | $10.13万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $372.92万 | 1.98% | 67,510 | 435 | 0.6% | $2.40万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $377.46万 | 2.01% | 77,890 | 2,035 | 2.7% | $9.86万 | 加仓 |
| AAPL | APPLE INC | $389.72万 | 2.07% | 15,356 | 384 | 2.6% | $9.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $401.24万 | 2.13% | 9,186 | 803 | 9.6% | $35.07万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $447.86万 | 2.38% | 145,979 | 107 | 0.1% | $3,283 | 加仓 |
| DGRW | WISDOMTREE TR | $633.87万 | 3.37% | 72,162 | 320 | 0.4% | $2.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $636.91万 | 3.39% | 10,659 | 306 | 3.0% | $18.28万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $670.16万 | 3.56% | 71,112 | 1,172 | 1.7% | $11.04万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $670.96万 | 3.57% | 147,075 | 8,815 | 6.4% | $40.21万 | 加仓 |