Axis Wealth Partners, LLC
CIK 2052531 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $207.4M
- 持仓
- 183
- 截至
- 2026年6月30日
按 13F 价值排名第 6340（共 9443） · 前 67.1%
投资组合价值同比（季度）：+10.8% 13F不披露现金
- 前十大持仓权重
- 26.44%
- 前二十五大持仓权重
- 48.44%
- 持仓高于 1%
- 29
- 有效持仓数量
- 75.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 6.05% 估计买入 $22378392 · 卖出 $11941712
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 88.8% 仍持有
- 新仓位
- 23
- 增加
- 63
- 减少
- 92
- 已结清
- 14
本页内容
行业细分
Technology
5.4%
Financials
3.4%
Industrials
1.1%
Retail
0.9%
Healthcare
0.8%
Communication Services
0.7%
Real Estate
0.7%
Telecommunication
0.6%
Consumer Staples
0.5%
Consumer Discretionary
0.5%
Energy
0.3%
Communications
0.0%
其他/未映射
85.0%
完整投资组合 183 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| FBND | $7171707 | 3.46% | 157655 | $462140 | 上涨 ×6 | ||
| VOO | $6921585 | 3.34% | 10078 | $552497 | 下跌 ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $6860643 | 3.31% | 71749 | $521948 | 下跌 ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $6764589 | 3.26% | 68886 | $63037 | 下跌 ×1 | ||
| SLDE Slide Insurance Holdings, Inc. - Common Stock | $4993760 | 2.41% | 257809 | $1330724 | 上涨 ×2 | ||
| VUG | $4863777 | 2.35% | 56464 | $851382 | 上涨 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $4608653 | 2.22% | 23033 | $3610230 | 上涨 ×6 | ||
| SCHD | $4584869 | 2.21% | 144587 | $106221 | 下跌 ×1 | ||
| FDVV | $4042316 | 1.95% | 67048 | $313075 | 下跌 ×1 | ||
| DFUV | $4025493 | 1.94% | 73177 | $250927 | 下跌 ×1 | ||
| UITB VictoryShares Core Intermediate Bond ETF | $3975567 | 1.92% | 84879 | $435679 | 上涨 ×6 | ||
| VIG | $3804530 | 1.83% | 16079 | $344289 | 下跌 ×3 | ||
| DFAI | $3739895 | 1.80% | 90664 | $32600 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3702916 | 1.79% | 12797 | $-131616 | 下跌 ×1 | ||
| SPYV | $3437953 | 1.66% | 56555 | $326518 | 上涨 ×6 | ||
| VFLO VictoryShares Free Cash Flow ETF | $3228511 | 1.56% | 70569 | $269408 | 下跌 ×1 | ||
| VONV Vanguard Russell 1000 Value ETF | $2987398 | 1.44% | 28101 | $382193 | 上涨 ×4 | ||
| DEM | $2954425 | 1.42% | 54925 | $71176 | 下跌 ×1 | ||
| IJJ | $2841352 | 1.37% | 19233 | $319085 | 上涨 ×1 | ||
| SPY SPY | $2691053 | 1.30% | 3604 | $-154153 | 下跌 ×3 | ||
| IVW | $2636749 | 1.27% | 19172 | $361786 | 下跌 ×5 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2521709 | 1.22% | 25049 | $813888 | 上涨 ×2 | ||
| IJH | $2388008 | 1.15% | 30969 | $246156 | 下跌 ×5 | ||
| VONG Vanguard Russell 1000 Growth ETF | $2366571 | 1.14% | 18516 | $341262 | 上涨 ×6 | ||
| IVE | $2341557 | 1.13% | 10313 | $126692 | 下跌 ×5 | ||
| VYM | $2325378 | 1.12% | 14715 | $95863 | 下跌 ×1 | ||
| IJK | $2319764 | 1.12% | 19743 | $291580 | 下跌 ×2 | ||
| AGG | $2210932 | 1.07% | 22337 | $-88983 | 下跌 ×1 | ||
| DFAC | $2083473 | 1.00% | 46967 | $-182349 | 下跌 ×1 | ||
| EFG | $1975212 | 0.95% | 15875 | $136175 | 下跌 ×2 | ||
| VEA | $1955290 | 0.94% | 27443 | $318242 | 上涨 ×4 | ||
| RSP | $1884152 | 0.91% | 8855 | $73429 | 下跌 ×1 | ||
| VOOG | $1873206 | 0.90% | 22673 | $293882 | 上涨 ×1 | ||
| XYL Xylem Inc. Common Stock New | $1602337 | 0.77% | 13555 | $-17486 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1599339 | 0.77% | 6710 | $-98170 | 下跌 ×1 | ||
| FENI | $1581653 | 0.76% | 39413 | $530675 | 上涨 ×2 | ||
| DFAS | $1548637 | 0.75% | 18808 | $168825 | 下跌 ×1 | ||
| RECS | $1519278 | 0.73% | 35103 | $97815 | 下跌 ×2 | ||
| DHS | $1483796 | 0.72% | 13052 | $99870 | 下跌 ×1 | ||
| LVHI | $1459806 | 0.70% | 35969 | $237108 | 上涨 ×6 | ||
| IDV | $1431405 | 0.69% | 34550 | $-32771 | 上涨 ×1 | ||
| SDY | $1430723 | 0.69% | 9402 | $8272 | 下跌 ×1 | ||
| EFV | $1413489 | 0.68% | 18465 | $-22185 | 下跌 ×2 | ||
| JGRO | $1392978 | 0.67% | 14129 | $125432 | 下跌 ×1 | ||
| DFCF | $1391234 | 0.67% | 32960 | $4990 | 上涨 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1390781 | 0.67% | 1889 | $272426 | 下跌 ×2 | ||
| PEY Invesco High Yield Equity Dividend Achievers ETF | $1379968 | 0.67% | 59533 | $48140 | 下跌 ×6 | ||
| EQIN | $1333138 | 0.64% | 25986 | $50781 | 下跌 ×1 | ||
| IJR | $1319103 | 0.64% | 8894 | $213787 | 上涨 ×3 | ||
| FELC | $1314618 | 0.63% | 31368 | $373752 | 上涨 ×2 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $1296125 | 0.62% | 7919 | $177870 | 上涨 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1295116 | 0.62% | 16388 | $20717 | 上涨 ×5 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $1200277 | 0.58% | 41049 | $34708 | 上涨 ×6 | ||
| IJS | $1185459 | 0.57% | 8673 | $184030 | 上涨 ×1 | ||
| DFAT | $1167231 | 0.56% | 16699 | $74324 | 下跌 ×1 | ||
| USTB VictoryShares Short-Term Bond ETF | $1095605 | 0.53% | 21644 | $-25165 | 下跌 ×1 | ||
| SPSM | $1091707 | 0.53% | 18930 | $164058 | 下跌 ×1 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $1075281 | 0.52% | 5717 | $164039 | 下跌 ×6 | ||
| JEPI | $1064731 | 0.51% | 18851 | $89776 | 上涨 ×6 | ||
| IWF | $1047158 | 0.50% | 8433 | $105336 | 上涨 ×1 | ||
| AVSC | $1007487 | 0.49% | 13737 | $116935 | 下跌 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $961060 | 0.46% | 22699 | $-274311 | 下跌 ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $909085 | 0.44% | 2544 | $21264 | 下跌 ×1 | ||
| FBCG | $901577 | 0.43% | 14516 | 上涨 ×1 | |||
| DUHP | $863978 | 0.42% | 20704 | $-26386 | 下跌 ×1 | ||
| JCPB | $813080 | 0.39% | 17322 | $3862 | 上涨 ×6 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $808663 | 0.39% | 4528 | $159115 | 上涨 ×4 | ||
| MO Altria Group, Inc. | $803534 | 0.39% | 11168 | $60226 | 下跌 ×2 | ||
| BUFR | $789005 | 0.38% | 21599 | $44585 | 下跌 ×1 | ||
| CDC VictoryShares US EQ Income Enhanced Volatility Wtd ETF | $761685 | 0.37% | 10242 | $-16563 | 下跌 ×6 | ||
| JPIE | $746170 | 0.36% | 16203 | $-7615 | 下跌 ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $736041 | 0.35% | 12479 | $28183 | 上涨 ×6 | ||
| IWD | $719487 | 0.35% | 2968 | $87339 | 上涨 ×3 | ||
| VTV | $717638 | 0.35% | 3293 | $15522 | 下跌 ×1 | ||
| IWR | $711079 | 0.34% | 6446 | $100270 | 上涨 ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $710892 | 0.34% | 2385 | $248144 | 上涨 ×1 | ||
| HELO | $709132 | 0.34% | 10493 | $37529 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $704093 | 0.34% | 1888 | $-138960 | 下跌 ×1 | ||
| VWO | $698146 | 0.34% | 11696 | $49303 | 下跌 ×1 | ||
| VTC Vanguard Total Corporate Bond ETF | $697852 | 0.34% | 9087 | $34339 | 上涨 ×6 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $696853 | 0.34% | 8487 | $-44491 | 下跌 ×5 | ||
| EFA | $694381 | 0.33% | 6684 | $45098 | 下跌 ×5 | ||
| OMFL | $688847 | 0.33% | 10050 | $64928 | 下跌 ×1 | ||
| DFAU | $664962 | 0.32% | 12864 | $84801 | 上涨 ×1 | ||
| GSLC | $662122 | 0.32% | 4666 | $100839 | 上涨 ×1 | ||
| AVDE | $657738 | 0.32% | 7374 | 上涨 ×1 | |||
| WTMF | $649144 | 0.31% | 15891 | $483 | 下跌 ×1 | ||
| AVEM | $633561 | 0.31% | 6566 | $309187 | 上涨 ×1 | ||
| VBK | $632867 | 0.31% | 1731 | $107675 | 下跌 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $616203 | 0.30% | 1483 | $196187 | 下跌 ×2 | ||
| VBR | $610472 | 0.29% | 2512 | $39724 | 下跌 ×5 | ||
| VXUS Vanguard Total International Stock ETF | $604521 | 0.29% | 7071 | $48728 | 下跌 ×5 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $597909 | 0.29% | 11245 | $-1855 | 下跌 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $597725 | 0.29% | 3235 | $179725 | 下跌 ×1 | ||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $538824 | 0.26% | 27470 | $20842 | 上涨 ×1 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $536210 | 0.26% | 26330 | $19733 | 上涨 ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $536172 | 0.26% | 6487 | $-8611 | 下跌 ×4 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $535146 | 0.26% | 28810 | $18701 | 上涨 ×1 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $534341 | 0.26% | 27367 | $15292 | 上涨 ×1 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $534321 | 0.26% | 32101 | $18637 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| FBND | $7171707 | 3.46% | 上涨 ×6 |
| VUG | $4863777 | 2.35% | 上涨 ×6 |
| NVDA | $4608653 | 2.22% | 上涨 ×6 |
| UITB | $3975567 | 1.92% | 上涨 ×6 |
| SPYV | $3437953 | 1.66% | 上涨 ×6 |
| VONV | $2987398 | 1.44% | 上涨 ×4 |
| VONG | $2366571 | 1.14% | 上涨 ×6 |
| VEA | $1955290 | 0.94% | 上涨 ×4 |
| LVHI | $1459806 | 0.70% | 上涨 ×6 |
| DFCF | $1391234 | 0.67% | 上涨 ×6 |
| IJR | $1319103 | 0.64% | 上涨 ×3 |
| VCSH | $1295116 | 0.62% | 上涨 ×5 |
| ANGL | $1200277 | 0.58% | 上涨 ×6 |
| JEPI | $1064731 | 0.51% | 上涨 ×6 |
| JCPB | $813080 | 0.39% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| FBCG | $901577 | 14516 | 0.43% |
| AVDE | $657738 | 7374 | 0.32% |
| PVAL | $316533 | 6213 | 0.15% |
| BIV | $302470 | 3944 | 0.15% |
| AVLV | $296524 | 3251 | 0.14% |
| PYLD | $279900 | 10554 | 0.13% |
| BLV | $262405 | 3807 | 0.13% |
| DAL | $252339 | 2694 | 0.12% |
| VMBS | $250829 | 5358 | 0.12% |
| FMAG | $245582 | 6678 | 0.12% |
| AMAT | $241181 | 334 | 0.12% |
| AFL | $238491 | 2034 | 0.11% |
| AMD | $236176 | 407 | 0.11% |
| PAVE | $224913 | 3817 | 0.11% |
| VOE | $224099 | 1134 | 0.11% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| BND | 2026年6月30日 | 6627 | $487985 | |
| CAT | 2026年6月30日 | 544 | $385474 | -22.6% |
| PLTR | 2026年6月30日 | 2412 | $352803 | 48.3% |
| MTUM | 2026年6月30日 | 1425 | $341962 | 不再跟踪 |
| DFIC | 2026年6月30日 | 8544 | $303568 | 不再跟踪 |
| IUSB | 2026年6月30日 | 6436 | $297286 | |
| SUB | 2025年6月30日 | 2800 | $295645 | 不再跟踪 |
| SHM | 2025年6月30日 | 6121 | $291380 | 不再跟踪 |
| BSCP | 2025年12月31日 | 13981 | $289267 | 不再跟踪 |
| DFGP | 2026年6月30日 | 5222 | $281936 | |
| IEFA | 2025年12月31日 | 3089 | $269684 | 不再跟踪 |
| TIP | 2025年12月31日 | 2378 | $264505 | 不再跟踪 |
| KO | 2026年6月30日 | 3439 | $261502 | 11.5% |
| BRKB | 2026年6月30日 | 536 | $256906 | 不再跟踪 |
| BP | 2026年6月30日 | 5184 | $243660 | 22.4% |
| GLD | 2026年6月30日 | 537 | $231130 | 不再跟踪 |
| AVAV | 2025年12月31日 | 723 | $227665 | -33.4% |
| PFE | 2026年6月30日 | 7991 | $224386 | 16.5% |
| IWP | 2026年3月31日 | 1618 | $221620 | 不再跟踪 |
| MS | 2026年6月30日 | 1334 | $219618 | 1.3% |
| HD | 2025年12月31日 | 520 | $210513 | -2.5% |
| IWB | 2026年3月31日 | 557 | $207852 | 不再跟踪 |
| AVUV | 2026年6月30日 | 1856 | $205032 | 不再跟踪 |
| PAYX | 2025年6月30日 | 1323 | $204167 | -16.1% |
| SPYG | 2025年12月31日 | 1947 | $203499 | 不再跟踪 |
| KO | 2025年9月30日 | 2847 | $201441 | 36.7% |
| PM | 2025年12月31日 | 1216 | $197239 | 18.3% |
| F | 2025年6月30日 | 10538 | $105693 | 32.3% |
| FFAIW | 2025年6月30日 | 12099 | $544 | 不再跟踪 |