Axis Wealth Partners, LLC
EAST PROVIDENCE RI · SEC CIK 0002052531
$2.08亿2026Q2 申报市值
183持仓数
26.4%前十大占比 · 第一大 3.4%
21 / 14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
NVDA 加仓+$346.37万
SLDE 加仓+$105.19万
FBCG 新建仓+$90.16万
SGOV 加仓+$81.37万
AVDE 新建仓+$65.77万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$66.90万
SPY 减仓-$57.57万
DIMENSIONAL ETF 减仓-$50.30万
BND 清仓-$48.80万
VOO 减仓-$39.90万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BSCS | INVESCO EXCH TRD SLF IDX FD | $53.62万 | 0.26% | 26,330 | 1,041 | 4.1% | $2.12万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $53.88万 | 0.26% | 27,470 | 1,076 | 4.1% | $2.11万 | 加仓 |
| SBND | COLUMBIA ETF TR I | $57.20万 | 0.27% | 30,432 | 2,891 | 10.5% | $5.43万 | 加仓 |
| IGIB | ISHARES TR | $59.79万 | 0.29% | 11,245 | -25 | -0.2% | -$1,329 | 减仓 |
| QCOM | QUALCOMM INC | $60.05万 | 0.29% | 3,250 | 4 | 0.1% | $739 | 加仓 |
| VXUS | VANGUARD STAR FDS | $60.45万 | 0.29% | 7,071 | -137 | -1.9% | -$1.17万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $61.05万 | 0.29% | 2,512 | -115 | -4.4% | -$2.79万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.24万 | 0.30% | 1,498 | -54 | -3.5% | -$2.24万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $63.29万 | 0.30% | 1,731 | -7 | -0.4% | -$2,559 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $63.36万 | 0.30% | 6,566 | 2,541 | 63.1% | $24.52万 | 加仓 |
| WTMF | WISDOMTREE TR | $64.91万 | 0.31% | 15,891 | -454 | -2.8% | -$1.85万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $65.77万 | 0.32% | 7,374 | 7,374 | — | $65.77万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $66.21万 | 0.32% | 4,666 | 180 | 4.0% | $2.55万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $66.50万 | 0.32% | 12,864 | 6 | 0.0% | $310 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $68.88万 | 0.33% | 10,050 | -328 | -3.2% | -$2.25万 | 减仓 |
| EFA | ISHARES TR | $69.44万 | 0.33% | 6,684 | -1 | -0.0% | -$104 | 减仓 |
| SHY | ISHARES TR | $69.69万 | 0.33% | 8,487 | -491 | -5.5% | -$4.03万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $69.79万 | 0.33% | 9,087 | 451 | 5.2% | $3.46万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $69.81万 | 0.34% | 11,696 | -308 | -2.6% | -$1.84万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $70.91万 | 0.34% | 10,493 | -16 | -0.2% | -$1,081 | 减仓 |
| IWR | ISHARES TR | $71.11万 | 0.34% | 6,446 | 164 | 2.6% | $1.81万 | 加仓 |
| TXN | TEXAS INSTRS INC | $71.48万 | 0.34% | 2,398 | 1 | 0.0% | $298 | 加仓 |
| VTV | VANGUARD INDEX FDS | $71.76万 | 0.34% | 3,293 | -286 | -8.0% | -$6.23万 | 减仓 |
| IWD | ISHARES TR | $71.95万 | 0.35% | 2,968 | 9 | 0.3% | $2,182 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $73.60万 | 0.35% | 12,479 | 592 | 5.0% | $3.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $74.59万 | 0.36% | 2,000 | -375 | -15.8% | -$13.99万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $74.62万 | 0.36% | 16,203 | -159 | -1.0% | -$7,322 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $76.17万 | 0.37% | 10,242 | -653 | -6.0% | -$4.86万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $78.90万 | 0.38% | 21,599 | -445 | -2.0% | -$1.63万 | 减仓 |
| MO | ALTRIA GROUP INC | $80.48万 | 0.39% | 11,185 | -96 | -0.9% | -$6,907 | 减仓 |
| IJT | ISHARES TR | $80.87万 | 0.39% | 4,528 | 39 | 0.9% | $6,965 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $81.31万 | 0.39% | 17,322 | 134 | 0.8% | $6,290 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $86.40万 | 0.41% | 20,704 | -3,517 | -14.5% | -$14.68万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $90.16万 | 0.43% | 14,516 | 14,516 | — | $90.16万 | 新建仓 |
| GOOGL | ALPHABET INC | $94.48万 | 0.45% | 2,644 | -543 | -17.0% | -$19.40万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $96.25万 | 0.46% | 22,732 | -1,933 | -7.8% | -$8.18万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $100.75万 | 0.48% | 13,737 | -558 | -3.9% | -$4.09万 | 减仓 |
| IWF | ISHARES TR | $104.72万 | 0.50% | 8,433 | -403 | -4.6% | -$5.00万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $106.47万 | 0.51% | 18,851 | 1,650 | 9.6% | $9.32万 | 加仓 |
| IUSG | ISHARES TR | $107.53万 | 0.52% | 5,717 | -158 | -2.7% | -$2.97万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $109.17万 | 0.52% | 18,930 | -268 | -1.4% | -$1.55万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $116.72万 | 0.56% | 16,699 | -802 | -4.6% | -$5.61万 | 减仓 |
| IJS | ISHARES TR | $118.55万 | 0.57% | 8,673 | 219 | 2.6% | $2.99万 | 加仓 |
| ANGL | VANECK ETF TRUST | $120.03万 | 0.58% | 41,049 | 465 | 1.1% | $1.36万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $129.42万 | 0.62% | 25,568 | -514 | -2.0% | -$2.60万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $129.51万 | 0.62% | 16,388 | 311 | 1.9% | $2.46万 | 加仓 |
| ESGU | ISHARES TR | $129.61万 | 0.62% | 7,919 | 12 | 0.2% | $1,964 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $131.46万 | 0.63% | 31,368 | 5,427 | 20.9% | $22.74万 | 加仓 |
| IJR | ISHARES TR | $131.91万 | 0.63% | 8,894 | 2 | 0.0% | $297 | 加仓 |
| EQIN | COLUMBIA ETF TR I | $133.31万 | 0.64% | 25,986 | -105 | -0.4% | -$5,387 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $138.00万 | 0.66% | 59,533 | -2,647 | -4.3% | -$6.14万 | 减仓 |
| QQQ | INVESCO QQQ TR | $139.08万 | 0.67% | 1,889 | -49 | -2.5% | -$3.61万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $139.12万 | 0.67% | 32,960 | 126 | 0.4% | $5,318 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $139.30万 | 0.67% | 14,129 | -868 | -5.8% | -$8.56万 | 减仓 |
| EFV | ISHARES TR | $141.35万 | 0.68% | 18,465 | -845 | -4.4% | -$6.47万 | 减仓 |
| SDY | SPDR SERIES TRUST | $143.07万 | 0.69% | 9,402 | -345 | -3.5% | -$5.25万 | 减仓 |
| IDV | ISHARES TR | $143.14万 | 0.69% | 34,550 | 147 | 0.4% | $6,090 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $145.98万 | 0.70% | 35,969 | 5,809 | 19.3% | $23.58万 | 加仓 |
| DHS | WISDOMTREE TR | $148.38万 | 0.71% | 13,052 | -316 | -2.4% | -$3.59万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $151.93万 | 0.73% | 35,103 | -1,363 | -3.7% | -$5.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $154.86万 | 0.74% | 18,808 | -590 | -3.0% | -$4.86万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $158.17万 | 0.76% | 39,413 | 11,161 | 39.5% | $44.79万 | 加仓 |
| XYL | XYLEM INC | $160.23万 | 0.77% | 13,555 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $163.49万 | 0.78% | 6,859 | -1,439 | -17.3% | -$34.30万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $187.32万 | 0.90% | 22,673 | -571 | -2.5% | -$4.72万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $188.42万 | 0.90% | 8,855 | -580 | -6.1% | -$12.34万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $195.53万 | 0.94% | 27,443 | 1,896 | 7.4% | $13.51万 | 加仓 |
| EFG | ISHARES TR | $197.52万 | 0.95% | 15,875 | -638 | -3.9% | -$7.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $208.35万 | 1.00% | 46,967 | -11,340 | -19.4% | -$50.30万 | 减仓 |
| AGG | ISHARES TR | $221.09万 | 1.06% | 22,337 | -831 | -3.6% | -$8.23万 | 减仓 |
| IJK | ISHARES TR | $231.98万 | 1.11% | 19,743 | -414 | -2.1% | -$4.86万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $232.54万 | 1.12% | 14,715 | -339 | -2.3% | -$5.36万 | 减仓 |
| IVE | ISHARES TR | $234.16万 | 1.12% | 10,313 | -177 | -1.7% | -$4.02万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $236.66万 | 1.14% | 18,516 | 52 | 0.3% | $6,646 | 加仓 |
| IJH | ISHARES TR | $238.80万 | 1.15% | 30,969 | -748 | -2.4% | -$5.77万 | 减仓 |
| SGOV | ISHARES TR | $252.17万 | 1.21% | 25,049 | 8,083 | 47.6% | $81.37万 | 加仓 |
| IVW | ISHARES TR | $263.67万 | 1.27% | 19,172 | -941 | -4.7% | -$12.94万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $269.11万 | 1.29% | 3,604 | -771 | -17.6% | -$57.57万 | 减仓 |
| IJJ | ISHARES TR | $284.14万 | 1.36% | 19,233 | 197 | 1.0% | $2.91万 | 加仓 |
| DEM | WISDOMTREE TR | $295.44万 | 1.42% | 54,925 | -3,100 | -5.3% | -$16.67万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $298.74万 | 1.43% | 28,101 | 309 | 1.1% | $3.28万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $322.85万 | 1.55% | 70,569 | -4,383 | -5.8% | -$20.05万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $343.80万 | 1.65% | 56,555 | 1,563 | 2.8% | $9.50万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $373.99万 | 1.80% | 90,664 | -4,492 | -4.7% | -$18.53万 | 减仓 |
| AAPL | APPLE INC | $377.44万 | 1.81% | 13,044 | -2,312 | -15.1% | -$66.90万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $380.45万 | 1.83% | 16,079 | -11 | -0.1% | -$2,603 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $402.55万 | 1.93% | 73,177 | -4,713 | -6.1% | -$25.93万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $404.23万 | 1.94% | 67,048 | -462 | -0.7% | -$2.79万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $407.35万 | 1.96% | 86,970 | 9,589 | 12.4% | $44.91万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $458.49万 | 2.20% | 144,587 | -1,392 | -1.0% | -$4.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $468.33万 | 2.25% | 23,406 | 17,311 | 284.0% | $346.37万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $486.38万 | 2.33% | 56,464 | 1,348 | 2.4% | $11.61万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $499.38万 | 2.40% | 257,809 | 54,307 | 26.7% | $105.19万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $676.46万 | 3.25% | 68,886 | -2,226 | -3.1% | -$21.86万 | 减仓 |
| DGRW | WISDOMTREE TR | $686.06万 | 3.29% | 71,749 | -413 | -0.6% | -$3.95万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $692.16万 | 3.32% | 10,078 | -581 | -5.5% | -$39.90万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $717.17万 | 3.44% | 157,655 | 10,580 | 7.2% | $48.13万 | 加仓 |