13FBOX
Axis Wealth Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

Axis Wealth Partners, LLC

No.7011 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.08亿
环比变动 Q1 2026
+$2,024.9万+10.8%
持仓股票数
183
新买入
23
加仓
64
减仓
91
清仓
14
持股不变
5
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
F富达·MERRIMACK STR TRFBND
3.44%3.57%$717.2万15.8万股$671.0万14.7万股+1.1万股+7.19%加仓
V先锋领航指数基金VOO
3.32%3.39%$692.2万1.0万股$636.9万1.1万股-581股-5.45%减仓
WWisdomTree信托DGRW
3.29%3.37%$686.1万7.2万股$633.9万7.2万股-413股-0.57%减仓
V先锋领航白厅基金VYMI
3.25%3.56%$676.5万6.9万股$670.2万7.1万股-2,226股-3.13%减仓
KENVUE COMKVUE
2.4%1.95%$499.4万25.8万股$366.3万20.4万股+5.4万股+26.69%加仓
V先锋领航指数基金VUG
2.33%2.13%$486.4万5.6万股$401.2万9,186股+4.7万股+514.67%加仓
英伟达NVDA
2.25%0.57%$468.3万2.3万股$106.3万6,095股+1.7万股+284.02%加仓
S嘉信策略信托SCHD
2.2%2.38%$458.5万14.5万股$447.9万14.6万股-1,392股-0.95%减仓
VVictory组合IIJCPB
1.96%1.93%$407.4万8.7万股$363.8万7.7万股+9,589股+12.39%加仓
F富达Covington信托FDVV
1.94%1.98%$404.2万6.7万股$372.9万6.8万股-462股-0.68%减仓
DDimensional维度·USDFUV
1.93%2.01%$402.5万7.3万股$377.5万7.8万股-4,713股-6.05%减仓
V先锋领航·SPECIALIZED FUNDSVIG
1.83%1.84%$380.5万1.6万股$346.0万1.6万股-11股-0.07%减仓
苹果AAPL
1.81%2.07%$377.4万1.3万股$389.7万1.5万股-2,312股-15.06%减仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
1.8%1.97%$374.0万9.1万股$370.7万9.5万股-4,492股-4.72%减仓
S道富SPYV
1.65%1.65%$343.8万5.7万股$311.1万5.5万股+1,563股+2.84%加仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
1.55%1.57%$322.9万7.1万股$295.9万7.5万股-4,383股-5.85%减仓
V先锋领航斯科茨代尔基金VONV
1.43%1.39%$298.7万2.8万股$260.5万2.8万股+309股+1.11%加仓
WWisdomTree信托DEM
1.42%1.53%$295.4万5.5万股$288.3万5.8万股-3,100股-5.34%减仓
IiShares安硕信托IJJ
1.36%1.34%$284.1万1.9万股$252.2万1.9万股+197股+1.03%加仓
SSPDR标普500 ETFSPY
1.29%1.51%$269.1万3,604股$284.5万4,375股-771股-17.62%减仓
IiShares安硕信托IVW
1.27%1.21%$263.7万1.9万股$227.5万2.0万股-941股-4.68%减仓
IiShares安硕信托SGOV
1.21%0.91%$252.2万2.5万股$170.8万1.7万股+8,083股+47.64%加仓
IiShares安硕·COREIJH
1.15%1.14%$238.8万3.1万股$214.2万3.2万股-748股-2.36%减仓
V先锋领航斯科茨代尔基金VONG
1.14%1.08%$236.7万1.9万股$202.5万1.8万股+52股+0.28%加仓
IiShares安硕·S&PIVE
1.12%1.18%$234.2万1.0万股$221.5万1.0万股-177股-1.69%减仓
V先锋领航白厅基金VYM
1.12%1.19%$232.5万1.5万股$223.0万1.5万股-339股-2.25%减仓
IiShares安硕信托IJK
1.11%1.08%$232.0万2.0万股$202.8万2.0万股-414股-2.05%减仓
IiShares安硕信托AGG
1.06%1.22%$221.1万2.2万股$230.0万2.3万股-831股-3.59%减仓
DDimensional维度ETF信托DFAC
1%1.2%$208.3万4.7万股$226.6万5.8万股-1.1万股-19.45%减仓
IiShares安硕信托EFG
0.95%0.98%$197.5万1.6万股$183.9万1.7万股-638股-3.86%减仓
V先锋领航·FTSEVEA
0.94%0.87%$195.5万2.7万股$163.7万2.6万股+1,896股+7.42%加仓
I景顺交易所交易基金信托RSP
0.9%0.96%$188.4万8,855股$181.1万9,435股-580股-6.15%减仓
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
0.9%0.84%$187.3万2.3万股$157.9万3,874股+1.9万股+485.26%加仓
亚马逊AMZN
0.78%0.92%$163.5万6,859股$172.8万8,298股-1,439股-17.34%减仓
赛莱默XYL
0.77%0.86%$160.2万1.4万股$162.0万1.4万股00.00%持仓不变
F富达Covington信托FENI
0.76%0.56%$158.2万3.9万股$105.1万2.8万股+1.1万股+39.51%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
0.74%0.73%$154.9万1.9万股$138.0万1.9万股-590股-3.04%减仓
CCOLUMBIA ETF TR IRECS
0.73%0.76%$151.9万3.5万股$142.1万3.6万股-1,363股-3.74%减仓
AAMEREN COMDHS
0.71%0.74%$148.4万1.3万股$138.4万1.3万股-316股-2.36%减仓
F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI
0.7%0.65%$146.0万3.6万股$122.3万3.0万股+5,809股+19.26%加仓
IiShares安硕信托IDV
0.69%0.78%$143.1万3.5万股$146.4万3.4万股+147股+0.43%加仓
SSPDR道富系列信托SDY
0.69%0.76%$143.1万9,402股$142.2万9,747股-345股-3.54%减仓
IiShares安硕信托EFV
0.68%0.76%$141.3万1.8万股$143.6万1.9万股-845股-4.38%减仓
J摩根大通交易所交易基金JGRO
0.67%0.67%$139.3万1.4万股$126.8万1.5万股-868股-5.79%减仓
DDimensional维度ETF信托DFCF
0.67%0.74%$139.1万3.3万股$138.6万3.3万股+126股+0.38%加仓
I景顺QQQ信托VOO
0.67%0.59%$139.1万1,889股$111.8万1,938股-49股-2.53%减仓
IINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFPEY
0.66%0.71%$138.0万6.0万股$133.2万6.2万股-2,647股-4.26%减仓
CCOLUMBIA ETF TR IEQIN
0.64%0.68%$133.3万2.6万股$128.2万2.6万股-105股-0.40%减仓
IiShares安硕·COREIJR
0.63%0.59%$131.9万8,894股$110.5万8,892股+2股+0.02%加仓
F富达·ENHANCED LARGE CAP CORE ETFFBCV
0.63%0.5%$131.5万3.1万股$94.1万2.6万股+5,427股+20.92%加仓

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