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 |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -6,627 | -100.0% | -$48.80万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -554 | -100.0% | -$39.26万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,438 | -100.0% | -$35.66万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -718 | -100.0% | -$34.43万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -1,425 | -100.0% | -$34.20万 | 清仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -8,544 | -100.0% | -$30.36万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -6,436 | -100.0% | -$29.73万 | 清仓 |
| DFGP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,222 | -100.0% | -$28.19万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -3,459 | -100.0% | -$26.30万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,184 | -100.0% | -$24.37万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -537 | -100.0% | -$23.11万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,097 | -100.0% | -$22.74万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -1,360 | -100.0% | -$22.39万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,856 | -100.0% | -$20.50万 | 清仓 |
| — | CERAGON NETWORKS LTD | $2.78万 | 0.01% | 10,744 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $20.04万 | 0.10% | 1,369 | -249 | -15.4% | -$3.65万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $20.19万 | 0.10% | 795 | -324 | -29.0% | -$8.23万 | 减仓 |
| IEFA | ISHARES TR | $20.23万 | 0.10% | 2,095 | 2,095 | — | $20.23万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $20.27万 | 0.10% | 1,228 | 1,228 | — | $20.27万 | 新建仓 |
| MET | METLIFE INC | $20.61万 | 0.10% | 2,436 | -425 | -14.9% | -$3.60万 | 减仓 |
| IWB | ISHARES TR | $20.64万 | 0.10% | 504 | -53 | -9.5% | -$2.17万 | 重新持有 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $20.93万 | 0.10% | 3,616 | -1,741 | -32.5% | -$10.08万 | 减仓 |
| SUB | ISHARES TR | $21.40万 | 0.10% | 2,010 | 2,010 | — | $21.40万 | 新建仓 |
| UBND | VICTORY PORTFOLIOS II | $21.66万 | 0.10% | 9,968 | 9,968 | — | $21.66万 | 新建仓 |
| PFF | ISHARES TR | $21.86万 | 0.10% | 7,168 | -267 | -3.6% | -$8,141 | 减仓 |
| WELL | WELLTOWER INC | $21.95万 | 0.11% | 967 | 967 | — | $21.95万 | 新建仓 |
| GLW | CORNING INC | $21.98万 | 0.11% | 860 | 860 | — | $21.98万 | 新建仓 |
| QYLD | GLOBAL X FDS | $22.12万 | 0.11% | 12,000 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $22.24万 | 0.11% | 1,964 | -57 | -2.8% | -$6,454 | 减仓 |
| VOE | VANGUARD INDEX FDS | $22.41万 | 0.11% | 1,134 | 1,134 | — | $22.41万 | 新建仓 |
| PAVE | GLOBAL X FDS | $22.49万 | 0.11% | 3,817 | 3,817 | — | $22.49万 | 新建仓 |
| GOOG | ALPHABET INC | $22.82万 | 0.11% | 646 | -437 | -40.4% | -$15.44万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $22.97万 | 0.11% | 1,270 | 8 | 0.6% | $1,447 | 加仓 |
| JNK | SPDR SERIES TRUST | $23.56万 | 0.11% | 2,445 | -368 | -13.1% | -$3.55万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $23.80万 | 0.11% | 5,908 | -176 | -2.9% | -$7,091 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $23.81万 | 0.11% | 9,093 | 424 | 4.9% | $1.11万 | 加仓 |
| AFL | AFLAC INC | $24.01万 | 0.12% | 2,048 | 2,048 | — | $24.01万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $24.02万 | 0.12% | 1,449 | -227 | -13.5% | -$3.76万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $24.23万 | 0.12% | 2,147 | -960 | -30.9% | -$10.84万 | 减仓 |
| GOVT | ISHARES TR | $24.33万 | 0.12% | 10,680 | 35 | 0.3% | $797 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $24.56万 | 0.12% | 6,678 | 6,678 | — | $24.56万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.95万 | 0.12% | 430 | 430 | — | $24.95万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $25.08万 | 0.12% | 5,358 | 5,358 | — | $25.08万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $25.13万 | 0.12% | 348 | 348 | — | $25.13万 | 新建仓 |
| ITOT | ISHARES TR | $25.17万 | 0.12% | 1,532 | -702 | -31.4% | -$11.53万 | 减仓 |
| DAL | DELTA AIR LINES INC | $25.59万 | 0.12% | 2,732 | 2,732 | — | $25.59万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $26.24万 | 0.13% | 3,807 | 3,807 | — | $26.24万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $26.26万 | 0.13% | 3,633 | 140 | 4.0% | $1.01万 | 加仓 |
| IWM | ISHARES TR | $26.64万 | 0.13% | 887 | -6 | -0.7% | -$1,802 | 减仓 |
| VO | VANGUARD INDEX FDS | $26.89万 | 0.13% | 3,338 | 66 | 2.0% | $5,317 | 加仓 |
| PYLD | PIMCO ETF TR | $27.99万 | 0.13% | 10,554 | 10,554 | — | $27.99万 | 新建仓 |
| IQDG | WISDOMTREE TR | $28.22万 | 0.14% | 6,551 | 677 | 11.5% | $2.92万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $28.85万 | 0.14% | 2,992 | -78 | -2.5% | -$7,521 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $29.65万 | 0.14% | 3,251 | 3,251 | — | $29.65万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $29.70万 | 0.14% | 3,241 | 99 | 3.2% | $9,072 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $30.08万 | 0.14% | 1,675 | 3 | 0.2% | $539 | 加仓 |
| SUSA | ISHARES TR | $30.17万 | 0.14% | 1,955 | 3 | 0.2% | $463 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $30.25万 | 0.15% | 3,944 | 3,944 | — | $30.25万 | 新建仓 |
| DTH | WISDOMTREE TR | $31.32万 | 0.15% | 5,787 | -273 | -4.5% | -$1.48万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $31.65万 | 0.15% | 6,213 | 6,213 | — | $31.65万 | 新建仓 |
| META | META PLATFORMS INC | $32.97万 | 0.16% | 585 | -144 | -19.8% | -$8.12万 | 减仓 |
| TSLA | TESLA INC | $33.17万 | 0.16% | 789 | -192 | -19.6% | -$8.07万 | 减仓 |
| RY | ROYAL BK CDA | $33.18万 | 0.16% | 1,603 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $33.27万 | 0.16% | 1,086 | 241 | 28.5% | $7.38万 | 加仓 |
| SMH | VANECK ETF TRUST | $34.65万 | 0.17% | 528 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $34.69万 | 0.17% | 8,527 | 2,172 | 34.2% | $8.84万 | 加仓 |
| IEMG | ISHARES INC | $35.46万 | 0.17% | 4,280 | 203 | 5.0% | $1.68万 | 加仓 |
| HYG | ISHARES TR | $35.51万 | 0.17% | 4,441 | -401 | -8.3% | -$3.21万 | 减仓 |
| — | COLUMBIA ETF TR I | $36.69万 | 0.18% | 9,521 | 3,712 | 63.9% | $14.30万 | 加仓 |
| AZN | ASTRAZENECA PLC | $36.72万 | 0.18% | 1,936 | -34 | -1.7% | -$6,449 | 减仓 |
| T | AT&T INC | $36.82万 | 0.18% | 17,789 | -502 | -2.7% | -$1.04万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.33万 | 0.18% | 782 | -380 | -32.7% | -$18.14万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $37.78万 | 0.18% | 15,187 | 165 | 1.1% | $4,105 | 加仓 |
| MCD | MCDONALDS CORP | $38.07万 | 0.18% | 1,408 | -249 | -15.0% | -$6.73万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $38.28万 | 0.18% | 7,569 | 1,743 | 29.9% | $8.82万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $38.96万 | 0.19% | 11,512 | -13 | -0.1% | -$440 | 减仓 |
| MUB | ISHARES TR | $39.13万 | 0.19% | 3,636 | 452 | 14.2% | $4.86万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $40.71万 | 0.20% | 8,430 | 1,425 | 20.3% | $6.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $41.91万 | 0.20% | 1,133 | -144 | -11.3% | -$5.33万 | 减仓 |
| IEF | ISHARES TR | $42.30万 | 0.20% | 4,473 | -281 | -5.9% | -$2.66万 | 减仓 |
| BAC | BANK OF AMER CORP | $42.38万 | 0.20% | 7,438 | -2,343 | -24.0% | -$13.35万 | 减仓 |
| LQD | ISHARES TR | $43.21万 | 0.21% | 3,962 | -149 | -3.6% | -$1.62万 | 减仓 |
| WTV | WISDOMTREE TR | $43.25万 | 0.21% | 4,252 | 1,308 | 44.4% | $13.31万 | 加仓 |
| WPC | WP CAREY INC | $43.56万 | 0.21% | 6,093 | -105 | -1.7% | -$7,507 | 减仓 |
| — | EXXON MOBIL CORP | $44.24万 | 0.21% | 3,236 | -1,715 | -34.6% | -$23.45万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $44.91万 | 0.22% | 9,273 | -193 | -2.0% | -$9,347 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $45.21万 | 0.22% | 5,803 | 2,727 | 88.7% | $21.25万 | 加仓 |
| ABBV | ABBVIE INC | $46.09万 | 0.22% | 1,832 | 11 | 0.6% | $2,767 | 加仓 |
| ITA | ISHARES TR | $46.18万 | 0.22% | 1,905 | -9 | -0.5% | -$2,182 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.06万 | 0.23% | 1,468 | -1,072 | -42.2% | -$35.09万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $48.24万 | 0.23% | 9,524 | 570 | 6.4% | $2.89万 | 加仓 |
| WFC | WELLS FARGO & CO | $50.25万 | 0.24% | 6,081 | -586 | -8.8% | -$4.84万 | 减仓 |
| IVV | ISHARES TR | $50.31万 | 0.24% | 672 | -40 | -5.6% | -$2.99万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $51.10万 | 0.25% | 31,187 | 1,264 | 4.2% | $2.07万 | 加仓 |
| IRM | IRON MTN INC DEL | $51.14万 | 0.25% | 4,049 | 2 | 0.0% | $253 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $53.15万 | 0.26% | 11,722 | -85 | -0.7% | -$3,854 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $53.43万 | 0.26% | 32,101 | 1,257 | 4.1% | $2.09万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $53.43万 | 0.26% | 27,367 | 790 | 3.0% | $1.54万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $53.51万 | 0.26% | 28,810 | 1,134 | 4.1% | $2.11万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $53.62万 | 0.26% | 6,487 | -96 | -1.5% | -$7,935 | 减仓 |