13FBOX
Axiom Financial Strategies, LLC · 13F 持仓分析
期权收益计算器 机构排行

Axiom Financial Strategies, LLC

No.5590 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.19亿
环比变动 Q1 2026
+$3,501.4万+12.3%
持仓股票数
34
新买入
3
加仓
21
减仓
8
清仓
1
持股不变
2
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
I景顺交易所交易基金信托RSP
21.81%21.68%$6,959.5万32.7万股$6,158.0万32.1万股+6,228股+1.94%加仓
IiShares安硕信托IVV
21.34%20.71%$6,810.8万9.1万股$5,882.7万9.0万股+886股+0.98%加仓
I景顺交易所交易基金IISPHB
10.22%8.67%$3,261.7万21.0万股$2,463.4万21.2万股-2,820股-1.33%减仓
FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI
9.34%11.66%$2,979.5万118.4万股$3,312.6万133.6万股-15.2万股-11.41%减仓
V先锋领航指数基金VOT
8.79%8.1%$2,805.9万9.2万股$2,302.4万8.9万股+2,139股+2.39%加仓
IINVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETFPIZ
7.14%6.97%$2,279.4万40.8万股$1,980.0万40.0万股+7,935股+1.98%加仓
AVANTIS INTLNGG
6.99%7.23%$2,231.1万25.0万股$2,052.9万24.2万股+8,142股+3.36%加仓
I景顺·RAFI EMERGING MARKETS ETFPXH
4.44%4.86%$1,416.2万50.8万股$1,380.2万51.3万股-4,957股-0.97%减仓
UUNITED STS COMMODITY INDEX FUSCI
2.42%2.13%$771.0万8.3万股$603.7万6.3万股+2.0万股+31.41%加仓
IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU
1.54%1.92%$491.0万9.9万股$545.4万11.4万股-1.5万股-13.27%减仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
1.35%1.5%$431.1万14.9万股$425.9万14.6万股+2,651股+1.82%加仓
V先锋领航斯科茨代尔基金VGLT
0.8%0.88%$255.3万4.6万股$249.6万4.5万股+1,181股+2.62%加仓
IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF
0.56%0.6%$177.3万2.0万股$171.7万2.3万股-2,853股-12.55%减仓
IINVESCO S&P MIDCAP 400 PURE VALUE ETFRFV
0.53%0.61%$167.8万1.2万股$173.8万1.3万股-1,633股-12.21%减仓
S道富SPYM
0.49%0.46%$155.3万1.8万股$130.8万1.7万股+590股+3.45%加仓
伯克希尔哈撒韦BRK.B
0.21%0.23%$68.5万1,368股$65.6万1,368股00.00%持仓不变
谷歌AGOOGL
0.19%0.17%$60.8万1,702股$47.8万1,662股+40股+2.41%加仓
第一资本COF
0.15%0.14%$47.2万2,351股$40.1万2,200股+151股+6.86%加仓
美国合众银行USB
0.14%0.14%$45.1万7,468股$38.5万7,398股+70股+0.95%加仓
VIATRISVTRS
0.14%0.13%$43.4万2.7万股$36.6万2.7万股+244股+0.90%加仓
摩根大通JPM
0.13%0.13%$42.2万1,288股$37.4万1,270股+18股+1.42%加仓
亚马逊AMZN
0.13%0.1%$41.6万1,747股$29.8万1,429股+318股+22.25%加仓
CVS健康CVS
0.13%0.1%$41.1万3,977股$28.2万3,922股+55股+1.40%加仓
美高梅MGM
0.12%0.1%$39.5万8,256股$29.2万7,887股+369股+4.68%加仓
德州仪器TXN
0.12%0.09%$39.1万1,311股$24.9万1,281股+30股+2.34%加仓
微软MSFT
0.12%0.13%$37.5万1,004股$36.6万990股+14股+1.41%加仓
Meta平台META
0.11%0.12%$33.6万596股$34.8万608股-12股-1.97%减仓
德文能源DVN
0.1%$33.2万8,046股$00股+8,046股新买入
V先锋领航国际股票指数基金VT
0.08%0.08%$26.9万1,712股$23.6万1,706股+6股+0.35%加仓
WELLS FARGO NEWWFC
0.08%0.09%$26.6万3,217股$25.6万3,217股00.00%持仓不变
T泰森食品TSN
0.07%0.09%$23.3万4,069股$25.6万3,988股+81股+2.03%加仓
联合健康UNH
0.07%$23.2万558股$00股+558股新买入
苹果AAPL
0.07%0.07%$23.1万797股$20.7万814股-17股-2.09%减仓
TECK RESOURCESTECK
0.07%$21.7万3,642股$00股+3,642股新买入

🧭 机构资金流板块热力图

净流出 净流入