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Axxcess财富管理 · 13F 持仓分析
期权收益计算器 机构排行

Axxcess财富管理

AXXCESS WEALTH MANAGEMENT, LLCNo.812 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$62.83亿
环比变动 Q1 2026
+$31.63亿+101.4%
持仓股票数
1051
新买入
692
加仓
199
减仓
144
清仓
14
持股不变
16
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
V先锋领航指数基金VV
5.55%$3.49亿101.4万股$00股+101.4万股新买入
IiShares安硕信托AGG
2.91%5.69%$1.83亿185.0万股$1.78亿178.9万股+6.1万股+3.42%加仓
苹果AAPL
2.53%4.36%$1.59亿56.2万股$1.36亿55.3万股+8,726股+1.58%加仓
IiShares安硕信托IDEV
1.82%$1.14亿128.2万股$00股+128.2万股新买入
SSPDR道富指数基金SPDW
1.73%3.01%$1.09亿216.1万股$9,383.2万205.5万股+10.6万股+5.15%加仓
英伟达NVDA
1.72%2.83%$1.08亿54.0万股$8,839.6万51.0万股+2.9万股+5.78%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.55%3.76%$9,723.6万192.3万股$1.17亿232.0万股-39.7万股-17.12%减仓
微软MSFT
1.49%2.76%$9,344.4万25.2万股$8,623.2万23.5万股+1.6万股+6.88%加仓
V先锋领航·MIDVO
1.39%$8,709.0万108.1万股$00股+108.1万股新买入
IiShares安硕·COREIJH
1.34%2.27%$8,424.4万109.3万股$7,083.4万104.9万股+4.4万股+4.16%加仓
V先锋领航指数基金VOO
1.34%2.24%$8,394.1万12.2万股$6,976.3万11.7万股+5,468股+4.68%加仓
亚马逊AMZN
1.29%2.18%$8,118.8万34.2万股$6,786.3万32.8万股+1.5万股+4.47%加仓
IINVESCO MSCI SUSTAINABLEFUTURE ETFPBUS
1.22%$7,672.4万102.5万股$00股+102.5万股新买入
SSPDR道富系列信托BIL
1.21%2.45%$7,609.7万83.0万股$7,637.9万83.3万股-3,079股-0.37%减仓
I景顺·ACTIVELY MANAGED EXCGSY
1.18%2.31%$7,413.8万147.8万股$7,195.7万143.6万股+4.3万股+2.97%加仓
谷歌AGOOGL
1.11%1.76%$6,999.2万20.0万股$5,477.5万19.7万股+2,617股+1.33%加仓
博通AVGO
1.09%1.76%$6,862.1万18.2万股$5,480.5万17.7万股+4,587股+2.59%加仓
IiShares安硕·COREIJR
1.06%1.82%$6,690.5万45.1万股$5,681.8万45.7万股-5,957股-1.30%减仓
GGlobal X基金PAVE
0.99%1.66%$6,239.5万105.9万股$5,174.0万101.8万股+4.1万股+3.99%加仓
F第一信托·USTCIBR
0.97%$6,063.5万67.5万股$00股+67.5万股新买入
PPacer基金信托COWZ
0.95%$5,980.1万96.1万股$00股+96.1万股新买入
I景顺交易所交易基金信托PPA
0.95%$5,949.4万33.7万股$00股+33.7万股新买入
IiShares安硕信托ICSH
0.94%$5,932.8万117.2万股$00股+117.2万股新买入
WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM
0.91%$5,733.7万124.2万股$00股+124.2万股新买入
V先锋领航斯科茨代尔基金VTC
0.9%$5,626.7万73.3万股$00股+73.3万股新买入
V先锋领航指数基金VB
0.85%$5,336.3万17.6万股$00股+17.6万股新买入
IiShares黄金信托IAU
0.84%1.9%$5,278.3万69.9万股$5,920.0万67.2万股+2.8万股+4.10%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.83%$5,214.6万20.7万股$00股+20.7万股新买入
IiShares安硕信托IVV
0.75%1.3%$4,731.9万6.3万股$4,045.7万6.2万股+1,250股+2.02%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
0.73%1.12%$4,596.7万32.4万股$3,504.3万28.0万股+4.4万股+15.68%加仓
SSPDR标普500 ETFSPY
0.73%1.19%$4,589.6万6.1万股$3,714.4万6.4万股-2,821股-4.39%减仓
V先锋领航·FSTEVWO
0.72%$4,541.1万76.1万股$00股+76.1万股新买入
摩根大通JPM
0.71%1.23%$4,471.0万13.7万股$3,826.3万13.0万股+6,515股+5.01%加仓
I景顺·NASDAQ 100 ETFQQQM
0.7%1.08%$4,386.6万14.5万股$3,365.1万14.2万股+3,172股+2.24%加仓
IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
0.65%$4,088.5万110.4万股$00股+110.4万股新买入
SSPDR道富指数基金SPEM
0.63%1.1%$3,961.0万76.5万股$3,419.2万72.9万股+3.6万股+4.95%加仓
I景顺QQQ信托VOO
0.61%0.9%$3,804.9万5.2万股$2,807.4万4.9万股+3,028股+6.23%加仓
V先锋领航·TOTALBND
0.61%$3,803.5万51.8万股$00股+51.8万股新买入
G通用动力VTI
0.6%1.05%$3,797.5万10.3万股$3,266.1万10.2万股+816股+0.80%加仓
IiShares安硕信托SGOV
0.59%0.54%$3,696.2万36.7万股$1,692.5万16.8万股+19.9万股+118.37%加仓
V先锋领航·FTSEVEA
0.57%0.99%$3,564.4万50.0万股$3,093.4万48.3万股+1.8万股+3.63%加仓
AAlphabet Inc Class CGOOG
0.57%0.89%$3,564.4万10.6万股$2,791.5万10.5万股+1,520股+1.45%加仓
C资本集团股息价值CCBG
0.57%$3,552.6万72.1万股$00股+72.1万股新买入
I景顺·S&PRWL
0.5%0.86%$3,170.3万24.8万股$2,697.0万23.5万股+1.3万股+5.73%加仓
Meta平台META
0.49%0.92%$3,048.4万5.4万股$2,876.0万5.0万股+3,654股+7.24%加仓
特斯拉TSLA
0.46%0.8%$2,907.6万6.9万股$2,492.5万7.0万股-325股-0.47%减仓
SSPDR行业精选信托XLK
0.46%0.66%$2,897.5万15.2万股$2,056.1万15.5万股-2,623股-1.70%减仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI
0.44%$2,769.2万93.2万股$00股+93.2万股新买入
沃尔玛WMT
0.44%0.95%$2,744.6万24.2万股$2,960.8万23.8万股+4,089股+1.72%加仓
礼来LLY
0.42%0.6%$2,617.2万2.2万股$1,873.1万2.0万股+1,455股+7.14%加仓

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