13FBOX
ACCESS FINANCIAL SERVICES, INC. · 13F 持仓分析
期权收益计算器 机构排行

ACCESS FINANCIAL SERVICES, INC.

No.5731 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.05亿
环比变动 Q1 2026
+$2,294.4万+8.1%
持仓股票数
103
新买入
11
加仓
26
减仓
48
清仓
3
持股不变
18
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
S嘉信·USSCHX
13.58%12.97%$4,141.6万140.7万股$3,658.2万142.7万股-1.9万股-1.37%减仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
11.08%11.91%$3,378.4万140.0万股$3,358.5万138.4万股+1.6万股+1.14%加仓
BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE
7.92%8.27%$2,417.1万49.0万股$2,332.2万47.1万股+1.9万股+3.95%加仓
PPIMCO太平洋投资管理ETFBILZ
7.12%8.39%$2,171.9万21.5万股$2,366.7万23.4万股-1.9万股-8.19%减仓
S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX
5.14%4.88%$1,568.6万50.4万股$1,377.6万49.5万股+9,749股+1.97%加仓
AAIM ETF PRODUCTS TRUSTJUNW
5.11%$1,559.1万45.3万股$00股+45.3万股新买入
IInnovator ETF信托IJUN
4.25%$1,295.5万41.6万股$00股+41.6万股新买入
S嘉信策略信托SCHC
3.72%3.75%$1,134.5万21.5万股$1,058.1万21.6万股-1,225股-0.57%减仓
AALLIANZIM U.S. EQUITY BUFFER20 DEC ETFDECW
2.57%2.9%$784.5万22.0万股$818.1万24.5万股-2.5万股-10.13%减仓
IINNOVATOR ETFS TRUST EMRGNG MKT JANEJAN
2.33%2.38%$710.9万19.8万股$671.1万19.8万股-292股-0.15%减仓
S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE
2.23%2.32%$681.5万17.2万股$655.1万17.1万股+540股+0.32%加仓
IiShares安硕信托IVV
1.91%1.83%$581.6万7,766股$515.2万7,887股-121股-1.53%减仓
AALLIANZIM U.S. EQUITY BUFFER20 AUG ETFAUGU
1.79%1.9%$546.2万16.0万股$537.2万16.7万股-6,631股-3.97%减仓
I景顺交易所交易基金信托RSP
1.43%1.43%$437.4万2.1万股$402.7万2.1万股-427股-2.03%减仓
微软MSFT
1.28%1.44%$390.4万1.0万股$405.4万1.1万股-485股-4.43%减仓
苹果AAPL
0.93%0.88%$282.2万9,753股$247.5万9,753股00.00%持仓不变
IiShares安硕·S&P 100 ETFIWO
0.91%0.85%$276.4万7,555股$240.3万7,555股00.00%持仓不变
VALERO ENERGY COMVLO
0.79%0.82%$241.4万9,268股$230.0万9,310股-42股-0.45%减仓
飞塔FTNT
0.79%0.49%$239.7万1.6万股$139.4万1.7万股-1,463股-8.57%减仓
S道富SPYM
0.75%0.69%$228.1万2.6万股$194.2万2.5万股+585股+2.31%加仓
IIBMIBM
0.74%0.41%$224.2万7,974股$116.4万4,802股+3,172股+66.06%加仓
科磊KLAC
0.72%0.39%$220.6万7,310股$109.7万745股+6,565股+881.21%加仓
特斯拉TSLA
0.68%0.7%$208.4万4,955股$198.4万5,337股-382股-7.16%减仓
亚马逊AMZN
0.68%0.64%$207.4万8,703股$181.3万8,705股-2股-0.02%减仓
摩根大通JPM
0.68%0.66%$207.2万6,330股$187.2万6,363股-33股-0.52%减仓
泛林集团LRCX
0.66%0.36%$200.7万4,631股$100.7万4,715股-84股-1.78%减仓
可口可乐KO
0.66%0.67%$200.3万2.5万股$189.3万2.5万股-234股-0.94%减仓
I景顺·S&P 500 EQUAL WEIGHT INDUSTRIALS ETFRSP
0.65%0.64%$198.2万3.1万股$179.9万3.1万股-267股-0.85%减仓
艾伯维ABBV
0.6%0.56%$183.6万7,298股$159.4万7,328股-30股-0.41%减仓
V先锋领航市政债券基金VTEB
0.56%0.47%$171.0万3.4万股$133.4万2.7万股+7,070股+26.44%加仓
IInnovator ETF信托IJUL
0.56%0.57%$170.5万4.7万股$160.0万4.7万股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.55%0.57%$167.9万3,356股$160.8万3,356股00.00%持仓不变
宝洁PG
0.54%0.55%$164.7万1.1万股$156.0万1.1万股+435股+4.03%加仓
IiShares安硕信托SGOV
0.54%0.47%$163.7万1.6万股$131.5万1.3万股+3,197股+24.48%加仓
洛克希德马丁LMT
0.52%0.52%$158.4万3,109股$146.9万2,431股+678股+27.89%加仓
QUANTA SVCSPWR
0.52%0.46%$157.6万2,189股$129.0万2,349股-160股-6.81%减仓
芝加哥期权交易所CBOE
0.52%0.62%$157.3万6,484股$173.8万6,183股+301股+4.87%加仓
V先锋领航国际股票指数基金VGK
0.5%0.51%$152.7万1.7万股$144.6万1.8万股-291股-1.66%减仓
贝克休斯BKR
0.5%0.6%$152.4万2.7万股$168.3万2.8万股-110股-0.40%减仓
SSPDR黄金信托GLD
0.48%0.55%$147.5万4,065股$154.5万3,590股+475股+13.23%加仓
IiShares安硕·MSCI EUROZONE ETFEZU
0.48%0.47%$147.4万2.1万股$133.1万2.1万股-34股-0.16%减仓
空气化工APD
0.46%0.5%$139.3万4,750股$139.7万4,808股-58股-1.21%减仓
SSPDR行业精选信托XLK
0.44%0.34%$134.9万7,080股$96.0万7,221股-141股-1.95%减仓
REPUBLIC SVCSRSG
0.43%0.5%$131.0万6,149股$141.0万6,436股-287股-4.46%减仓
G通用动力VTI
0.42%0.4%$129.2万3,492股$111.7万3,483股+9股+0.26%加仓
EOG资源EOG
0.41%0.5%$125.6万9,678股$141.8万9,808股-130股-1.33%减仓
WWATSCOWSO
0.38%0.37%$116.9万2,804股$103.4万2,843股-39股-1.37%减仓
IiShares安硕信托IEFA
0.36%0.37%$110.1万1.1万股$103.2万1.1万股00.00%持仓不变
SSPDR道富系列信托XOP
0.36%0.46%$109.6万7,105股$131.1万7,209股-104股-1.44%减仓
PPARK DENTAL PARTNERSPARK
0.35%$107.1万5.0万股$00股+5.0万股新买入

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