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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $51.49万 | 0.27% | 1,657 | 20 | 1.2% | $6,215 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $49.25万 | 0.26% | 29,923 | -106 | -0.4% | -$1,745 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $48.80万 | 0.26% | 6,627 | 57 | 0.9% | $4,197 | 加仓 |
| BAC | BANK AMERICA CORP | $47.68万 | 0.25% | 9,781 | 166 | 1.7% | $8,093 | 加仓 |
| TXN | TEXAS INSTRS INC | $46.53万 | 0.25% | 2,397 | 10 | 0.4% | $1,941 | 加仓 |
| IVV | ISHARES TR | $46.48万 | 0.25% | 712 | -33 | -4.4% | -$2.15万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $45.48万 | 0.24% | 9,466 | -6 | -0.1% | -$288 | 减仓 |
| IEF | ISHARES TR | $45.37万 | 0.24% | 4,754 | -123 | -2.5% | -$1.17万 | 减仓 |
| LQD | ISHARES TR | $44.81万 | 0.24% | 4,111 | -9 | -0.2% | -$981 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $44.76万 | 0.24% | 8,954 | 1,731 | 24.0% | $8.65万 | 加仓 |
| WPC | WP CAREY INC | $42.12万 | 0.22% | 6,198 | -832 | -11.8% | -$5.65万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $42.00万 | 0.22% | 1,552 | -70 | -4.3% | -$1.89万 | 减仓 |
| ITA | ISHARES TR | $41.87万 | 0.22% | 1,914 | 105 | 5.8% | $2.30万 | 加仓 |
| QCOM | QUALCOMM INC | $41.80万 | 0.22% | 3,246 | 21 | 0.7% | $2,704 | 加仓 |
| META | META PLATFORMS INC | $41.68万 | 0.22% | 729 | 2 | 0.3% | $1,144 | 加仓 |
| IRM | IRON MTN INC DEL | $41.33万 | 0.22% | 4,047 | 16 | 0.4% | $1,634 | 加仓 |
| VTI | VANGUARD INDEX FDS | $40.97万 | 0.22% | 1,277 | -83 | -6.1% | -$2.66万 | 减仓 |
| ABBV | ABBVIE INC | $39.61万 | 0.21% | 1,821 | 45 | 2.5% | $9,788 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.28万 | 0.21% | 1,162 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $39.26万 | 0.21% | 554 | 18 | 3.4% | $1.28万 | 加仓 |
| AZN | ASTRAZENECA PLC | $38.86万 | 0.21% | 1,970 | 1,970 | — | $38.86万 | 新建仓 |
| HYG | ISHARES TR | $38.52万 | 0.20% | 4,842 | -493 | -9.2% | -$3.92万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $37.21万 | 0.20% | 15,022 | 1,964 | 15.0% | $4.86万 | 加仓 |
| TSLA | TESLA INC | $36.46万 | 0.19% | 981 | -26 | -2.6% | -$9,662 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.66万 | 0.19% | 2,438 | 115 | 5.0% | $1.68万 | 加仓 |
| CVX | CHEVRON CORPORATION | $34.68万 | 0.18% | 1,676 | 151 | 9.9% | $3.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.43万 | 0.18% | 718 | 53 | 8.0% | $2.54万 | 加仓 |
| MTUM | ISHARES TR | $34.20万 | 0.18% | 1,425 | 94 | 7.1% | $2.26万 | 加仓 |
| MUB | ISHARES TR | $33.80万 | 0.18% | 3,184 | 439 | 16.0% | $4.66万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $33.57万 | 0.18% | 11,525 | -148 | -1.3% | -$4,311 | 减仓 |
| DTH | WISDOMTREE TR | $32.78万 | 0.17% | 6,060 | -279 | -4.4% | -$1.51万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $32.44万 | 0.17% | 4,025 | 4,025 | — | $32.44万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $32.11万 | 0.17% | 3,107 | -789 | -20.3% | -$8.16万 | 减仓 |
| ITOT | ISHARES TR | $31.82万 | 0.17% | 2,234 | 1 | 0.0% | $142 | 加仓 |
| GOOG | ALPHABET INC | $31.07万 | 0.17% | 1,083 | 100 | 10.2% | $2.87万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $30.36万 | 0.16% | 8,544 | 160 | 1.9% | $5,685 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $30.13万 | 0.16% | 1,672 | 62 | 3.9% | $1.12万 | 加仓 |
| IUSB | ISHARES TR | $29.73万 | 0.16% | 6,436 | 723 | 12.7% | $3.34万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $29.42万 | 0.16% | 5,357 | -1,051 | -16.4% | -$5.77万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $29.06万 | 0.15% | 5,826 | 939 | 19.2% | $4.68万 | 加仓 |
| BIL | SPDR SERIES TRUST | $28.79万 | 0.15% | 3,142 | 3,142 | — | $28.79万 | 新建仓 |
| IEMG | ISHARES INC | $28.44万 | 0.15% | 4,077 | -174 | -4.1% | -$1.21万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $28.19万 | 0.15% | 5,222 | 985 | 23.2% | $5.32万 | 加仓 |
| WTV | WISDOMTREE TR | $27.89万 | 0.15% | 2,944 | 2,944 | — | $27.89万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $27.36万 | 0.15% | 1,119 | 60 | 5.7% | $1.47万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $27.23万 | 0.14% | 3,070 | -25 | -0.8% | -$2,218 | 减仓 |
| JNK | SPDR SERIES TRUST | $26.93万 | 0.14% | 2,813 | 23 | 0.8% | $2,202 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $26.62万 | 0.14% | 7,005 | 7,005 | — | $26.62万 | 新建仓 |
| KO | COCA COLA CO | $26.30万 | 0.14% | 3,459 | 46 | 1.3% | $3,498 | 加仓 |
| RY | ROYAL BK CDA | $25.93万 | 0.14% | 1,603 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $25.79万 | 0.14% | 1,952 | -170 | -8.0% | -$2.25万 | 减仓 |
| WMT | WALMART INC | $25.12万 | 0.13% | 2,021 | 150 | 8.0% | $1.86万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $24.42万 | 0.13% | 6,084 | 92 | 1.5% | $3,693 | 加仓 |
| GOVT | ISHARES TR | $24.39万 | 0.13% | 10,645 | 15 | 0.1% | $344 | 加仓 |
| BP | BP PLC | $24.37万 | 0.13% | 5,184 | 5,184 | — | $24.37万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $24.12万 | 0.13% | 3,076 | 178 | 6.1% | $1.40万 | 加仓 |
| IQDG | WISDOMTREE TR | $23.58万 | 0.13% | 5,874 | 67 | 1.2% | $2,689 | 加仓 |
| VO | VANGUARD INDEX FDS | $23.50万 | 0.12% | 818 | -142 | -14.8% | -$4.08万 | 减仓 |
| GLD | SPDR GOLD TR | $23.11万 | 0.12% | 537 | 537 | — | $23.11万 | 新建仓 |
| DES | WISDOMTREE TR | $22.84万 | 0.12% | 6,355 | 65 | 1.0% | $2,336 | 加仓 |
| PFE | PFIZER INC | $22.74万 | 0.12% | 8,097 | -2,269 | -21.9% | -$6.37万 | 减仓 |
| — | COLUMBIA ETF TR I | $22.68万 | 0.12% | 5,809 | 279 | 5.0% | $1.09万 | 加仓 |
| PFF | ISHARES TR | $22.54万 | 0.12% | 7,435 | 1 | 0.0% | $30 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $22.54万 | 0.12% | 8,669 | 1,007 | 13.1% | $2.62万 | 加仓 |
| MS | MORGAN STANLEY | $22.39万 | 0.12% | 1,360 | 37 | 2.8% | $6,091 | 加仓 |
| IWM | ISHARES TR | $22.15万 | 0.12% | 893 | -287 | -24.3% | -$7.12万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $21.75万 | 0.12% | 845 | 845 | — | $21.75万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $21.42万 | 0.11% | 3,493 | 164 | 4.9% | $1.01万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $20.86万 | 0.11% | 1,262 | 22 | 1.8% | $3,637 | 重新持有 |
| QYLD | GLOBAL X FDS | $20.58万 | 0.11% | 12,000 | -41 | -0.3% | -$703 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $20.50万 | 0.11% | 1,856 | 1,856 | — | $20.50万 | 新建仓 |
| SMH | VANECK ETF TRUST | $20.25万 | 0.11% | 528 | 528 | — | $20.25万 | 新建仓 |
| MET | METLIFE INC | $20.23万 | 0.11% | 2,861 | 5 | 0.2% | $354 | 加仓 |
| — | CERAGON NETWORKS LTD | $2.32万 | 0.01% | 10,744 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,016 | -100.0% | -$37.07万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |