Apex Wealth Management, LLC
BEDFORD NH · SEC CIK 0002056695
$1.46亿2026Q1 申报市值
57持仓数
51.0%前十大占比 · 第一大 6.4%
4 / 4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
AGG 加仓+$580.19万
JMST 加仓+$567.73万
BSV 新建仓+$496.78万
SUB 加仓+$488.58万
VTI 加仓+$435.46万
2026Q1 卖出最多 按季末市值估算
BINC 减仓-$442.78万
STIP 减仓-$260.24万
EEM 减仓-$239.90万
FBND 减仓-$220.60万
FIDELITY COVINGT 减仓-$141.46万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -1,581 | -100.0% | -$98.21万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -5,079 | -100.0% | -$51.83万 | 清仓 |
| BAI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -10,223 | -100.0% | -$35.68万 | 清仓 |
| AOR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FELG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -397 | -100.0% | -$20.03万 | 清仓 |
| — | DEFI TECHNOLOGIES INC | $1.32万 | 0.01% | 23,896 | 13,630 | 132.8% | $7,530 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $25.68万 | 0.18% | 3,650 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $27.24万 | 0.19% | 5,898 | -771 | -11.6% | -$3.56万 | 减仓 |
| V | VISA INC | $28.52万 | 0.20% | 943 | 11 | 1.2% | $3,326 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $29.99万 | 0.21% | 6,010 | 32 | 0.5% | $1,597 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $34.80万 | 0.24% | 1,030 | 109 | 11.8% | $3.68万 | 加仓 |
| QUAL | ISHARES TR | $35.71万 | 0.24% | 1,862 | -76 | -3.9% | -$1.46万 | 减仓 |
| USMV | ISHARES TR | $37.30万 | 0.26% | 4,022 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $40.05万 | 0.27% | 1,396 | 18 | 1.3% | $5,163 | 加仓 |
| IAGG | ISHARES TR | $45.16万 | 0.31% | 9,024 | -22,332 | -71.2% | -$111.75万 | 减仓 |
| STIP | ISHARES TR | $47.24万 | 0.32% | 4,567 | -25,160 | -84.6% | -$260.24万 | 减仓 |
| GLD | SPDR GOLD TR | $47.68万 | 0.33% | 1,108 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $53.68万 | 0.37% | 5,955 | 154 | 2.7% | $1.39万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $60.92万 | 0.42% | 9,944 | 6,609 | 198.2% | $40.49万 | 重新持有 |
| SCHB | SCHWAB STRATEGIC TR | $66.65万 | 0.46% | 26,552 | -6,404 | -19.4% | -$16.07万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $69.28万 | 0.48% | 9,473 | 6,623 | 232.4% | $48.44万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $73.15万 | 0.50% | 6,463 | 49 | 0.8% | $5,546 | 加仓 |
| NVDA | NVIDIA CORPORATION | $77.83万 | 0.53% | 4,462 | 963 | 27.5% | $16.80万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $84.31万 | 0.58% | 2,496 | 465 | 22.9% | $15.71万 | 重新持有 |
| OEF | ISHARES TR | $84.33万 | 0.58% | 2,651 | -40 | -1.5% | -$1.27万 | 减仓 |
| VO | VANGUARD INDEX FDS | $92.44万 | 0.63% | 3,219 | -145 | -4.3% | -$4.16万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $98.27万 | 0.67% | 19,332 | -4,198 | -17.8% | -$21.34万 | 减仓 |
| META | META PLATFORMS INC | $98.59万 | 0.68% | 1,723 | 119 | 7.4% | $6.81万 | 加仓 |
| URA | GLOBAL X FDS | $102.78万 | 0.71% | 21,223 | 21,223 | — | $102.78万 | 新建仓 |
| EEM | ISHARES TR | $105.43万 | 0.72% | 18,565 | -42,243 | -69.5% | -$239.90万 | 减仓 |
| GOOGL | ALPHABET INC | $120.49万 | 0.83% | 4,190 | 141 | 3.5% | $4.05万 | 加仓 |
| IGSB | ISHARES TR | $122.19万 | 0.84% | 23,247 | 519 | 2.3% | $2.73万 | 重新持有 |
| GSLC | GOLDMAN SACHS ETF TR | $123.25万 | 0.85% | 9,850 | 21 | 0.2% | $2,628 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $134.31万 | 0.92% | 25,863 | -85,264 | -76.7% | -$442.78万 | 减仓 |
| SMH | VANECK ETF TRUST | $140.66万 | 0.97% | 3,669 | -1,489 | -28.9% | -$57.09万 | 减仓 |
| IVE | ISHARES TR | $160.45万 | 1.10% | 7,599 | 4 | 0.1% | $845 | 加仓 |
| IJH | ISHARES TR | $196.23万 | 1.35% | 29,059 | -623 | -2.1% | -$4.21万 | 重新持有 |
| FBND | FIDELITY MERRIMACK STR TR | $200.32万 | 1.37% | 43,910 | -48,355 | -52.4% | -$220.60万 | 减仓 |
| — | PIMCO ETF TR | $205.50万 | 1.41% | 38,671 | 38,671 | — | $205.50万 | 新建仓 |
| WMT | WALMART INC | $208.37万 | 1.43% | 16,766 | 766 | 4.8% | $9.52万 | 加仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $209.22万 | 1.44% | 34,720 | 317 | 0.9% | $1.91万 | 重新持有 |
| MSFT | MICROSOFT CORP | $210.58万 | 1.44% | 5,689 | 1,861 | 48.6% | $68.89万 | 加仓 |
| HDV | ISHARES TR | $233.91万 | 1.60% | 17,234 | 771 | 4.7% | $10.46万 | 重新持有 |
| MUB | ISHARES TR | $275.92万 | 1.89% | 25,993 | 19,002 | 271.8% | $201.71万 | 加仓 |
| VLUE | ISHARES TR | $305.71万 | 2.10% | 21,500 | 2,042 | 10.5% | $29.04万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $307.15万 | 2.11% | 124,100 | 124,100 | — | $307.15万 | 新建仓 |
| AAPL | APPLE INC | $312.70万 | 2.15% | 12,321 | 3,708 | 43.1% | $94.11万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $336.65万 | 2.31% | 94,354 | -39,646 | -29.6% | -$141.46万 | 减仓 |
| AMZN | AMAZON COM INC | $434.58万 | 2.98% | 20,866 | 10,314 | 97.7% | $214.81万 | 加仓 |
| TSLA | TESLA INC | $460.70万 | 3.16% | 12,393 | 7,285 | 142.6% | $270.82万 | 加仓 |
| ILCV | ISHARES TR | $476.83万 | 3.27% | 51,195 | 458 | 0.9% | $4.27万 | 重新持有 |
| BSV | VANGUARD BD INDEX FDS | $496.78万 | 3.41% | 63,357 | 63,357 | — | $496.78万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $499.88万 | 3.43% | 163,896 | -3,002 | -1.8% | -$9.16万 | 减仓 |
| SUB | ISHARES TR | $533.60万 | 3.66% | 50,103 | 45,876 | 1,085.3% | $488.58万 | 加仓 |
| AGG | ISHARES TR | $600.17万 | 4.12% | 60,458 | 58,445 | 2,903.4% | $580.19万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $702.69万 | 4.82% | 95,422 | -3,733 | -3.8% | -$27.49万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $722.46万 | 4.96% | 141,714 | 111,364 | 366.9% | $567.73万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $803.46万 | 5.51% | 25,045 | 13,574 | 118.3% | $435.46万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $829.97万 | 5.69% | 19,002 | 7,913 | 71.4% | $345.62万 | 加仓 |
| SHV | ISHARES TR | $887.44万 | 6.09% | 80,391 | 29,406 | 57.7% | $324.61万 | 加仓 |
| IVV | ISHARES TR | $924.53万 | 6.34% | 14,154 | -109 | -0.8% | -$7.12万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $929.61万 | 6.38% | 319,126 | 138,283 | 76.5% | $402.82万 | 加仓 |