13FBOX
Axim Planning & Wealth · 13F 持仓分析
期权收益计算器 机构排行

Axim Planning & Wealth

No.9389 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7,132.5万
环比变动 Q1 2026
-$1,111.6万-13.5%
持仓股票数
89
新买入
14
加仓
19
减仓
54
清仓
8
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
EEHANG HLDGS LTD ADSEH
37%48.43%$2,639.1万397.3万股$3,992.8万411.2万股-13.9万股-3.37%减仓
HHANCOCK JOHN PFD INCOME FD IHPF
5.46%5.15%$389.4万24.5万股$425.0万27.2万股-2.7万股-9.88%减仓
SSPDR道富系列信托BIL
3.12%2.81%$222.8万2.4万股$232.0万2.5万股-1,005股-3.97%减仓
SSPDR行业精选信托XLK
1.61%1.1%$114.6万6,016股$90.4万6,801股-785股-11.54%减仓
ZZACKS FOCUS GROWTH ETFGROZ
1.55%1.1%$110.9万3.5万股$90.5万3.3万股+2,074股+6.32%加仓
AMD超威AMD
1.54%0.5%$109.7万1,888股$41.2万2,026股-138股-6.81%减仓
CCLEVELAND-CLIFFS NEWCLF
1.34%1.02%$95.2万10.1万股$84.0万9.9万股+2,056股+2.07%加仓
ZZACKS SMALL/MID CAP ETFSMIZ
1.31%0.98%$93.3万2.1万股$81.1万2.2万股-953股-4.36%减仓
卡特彼勒CAT
1.28%0.71%$91.6万860股$58.9万832股+28股+3.37%加仓
微软MSFT
1.26%1.12%$90.2万2,418股$92.4万2,497股-79股-3.16%减仓
TTHREDUPTDUP
1.22%0.31%$87.0万10.0万股$25.4万7.7万股+2.3万股+29.92%加仓
AAGF U.S. MARKET NEUTRAL ANTI-BETA FUNDBTAL
1.2%1.28%$85.4万7.7万股$105.7万7.6万股+894股+1.18%加仓
宝洁PG
1.14%0.98%$81.6万5,562股$80.8万5,595股-33股-0.59%减仓
美国合众银行USB
1.11%0.99%$79.1万1.3万股$81.8万1.6万股-2,620股-16.66%减仓
PHILIP MORRIS INTLPM
1.03%0.82%$73.7万4,075股$67.4万4,075股00.00%持仓不变
I景顺自营指数基金BSJR
0.98%0.88%$70.0万3.1万股$72.9万3.3万股-1,248股-3.83%减仓
IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ
0.98%0.86%$69.9万3.0万股$70.8万3.1万股-126股-0.41%减仓
I景顺自营指数基金BSJT
0.96%0.86%$68.8万3.3万股$71.1万3.4万股-1,230股-3.64%减仓
I景顺自营指数基金BSJU
0.96%0.84%$68.5万2.7万股$69.4万2.7万股-573股-2.11%减仓
I景顺自营指数基金BSJS
0.95%0.86%$67.9万3.1万股$71.0万3.3万股-1,522股-4.65%减仓
ALTRIAMO
0.94%0.77%$66.7万9,274股$63.3万9,599股-325股-3.39%减仓
S嘉信策略信托SCHD
0.91%0.54%$65.1万2.1万股$44.1万1.4万股+6,155股+42.81%加仓
英伟达NVDA
0.9%0.69%$64.4万3,219股$57.2万3,278股-59股-1.80%减仓
SSPDR行业精选信托XLP
0.84%0.46%$59.9万7,213股$37.6万4,584股+2,629股+57.35%加仓
ZZACKS QUALITY INTERNATIONAL ETFQUIZ
0.82%0.48%$58.8万2.0万股$39.7万1.5万股+5,423股+36.87%加仓
IiShares安硕信托AGG
0.81%0.77%$57.8万5,835股$63.5万6,399股-564股-8.81%减仓
OSCAR HEALTHOSCR
0.79%0.39%$56.3万2.0万股$32.5万2.8万股-8,592股-30.31%减仓
ZZACKS TRUSTZECP
0.79%0.93%$56.1万1.5万股$76.6万2.3万股-7,804股-34.45%减仓
IiShares安硕·COREIJH
0.78%0.58%$55.9万7,247股$47.8万7,075股+172股+2.43%加仓
特斯拉TSLA
0.78%0.62%$55.6万1,322股$51.3万1,380股-58股-4.20%减仓
SSPDR行业精选信托XLU
0.73%0.68%$52.1万1.1万股$55.7万1.2万股-662股-5.45%减仓
苹果AAPL
0.71%0.56%$50.9万1,760股$45.9万1,809股-49股-2.71%减仓
LAMAR ADVERTISINGLAMR
0.68%$48.4万3,106股$00股+3,106股新买入
Arista网络ANET
0.66%0.48%$47.2万2,779股$39.4万3,211股-432股-13.45%减仓
RRUBRIK INC CLASS ARBRK
0.66%0.41%$47.0万5,853股$34.0万6,935股-1,082股-15.60%减仓
IiShares安硕信托TLT
0.65%0.6%$46.2万5,343股$49.2万5,674股-331股-5.83%减仓
伯克希尔哈撒韦BRK.B
0.63%0.56%$44.9万898股$45.8万956股-58股-6.07%减仓
ExpediaEXPE
0.62%0.5%$44.1万1,724股$40.9万1,771股-47股-2.65%减仓
NIO INC FNIO
0.6%1.39%$42.9万8.6万股$114.7万19.0万股-10.4万股-54.89%减仓
ShopifySHOP
0.59%$42.3万3,702股$00股+3,702股新买入
耐克NKE
0.59%0.37%$41.8万1.0万股$30.9万5,845股+4,337股+74.20%加仓
百时美施贵宝BMY
0.58%0.55%$41.7万7,238股$45.0万7,427股-189股-2.54%减仓
AARROW INVTS TRARCM
0.57%1.94%$40.3万4,031股$160.3万1.6万股-1.2万股-74.84%减仓
V先锋领航指数基金VBK
0.56%0.38%$39.7万1,084股$31.6万1,045股+39股+3.73%加仓
ZZETA GLOBALZETA
0.54%0.45%$38.7万2.0万股$37.1万2.3万股-3,608股-15.49%减仓
TECHNIPFMC COMFTI
0.53%$38.1万5,740股$00股+5,740股新买入
V先锋领航·SMALLVBR
0.53%0.37%$37.6万1,548股$30.9万1,422股+126股+8.86%加仓
VVODAFONE NEWVOD
0.53%$37.6万2.8万股$00股+2.8万股新买入
SSIMPLIFY EXCHANGE TRADED FUNCTA
0.51%0.59%$36.5万1.4万股$48.3万1.6万股-1,920股-12.01%减仓
天弘CLS
0.49%0.34%$34.8万955股$27.9万992股-37股-3.73%减仓

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