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AXS Investments LLC

趋势追踪型行业集中型

申报总市值

US$2.5亿

申报季度: 2026-03-31 · 持股只数: 190

AXS Investments LLC在最新一期 13F 报告中披露了 190 项持股，申报期为 2026-03-31，总持股市值约为 US$2.5亿，季度换手率为 28.6%。

机构性格雪花图

集中度
36.47
持仓稳定性
28.6
动能／逆势
100
行业集中度
87.64
多样化
100
仓位均衡度
59.61

近期动向

  • 加仓 QQQ

    +0.8%　-US$402.5万

  • 减仓 NVDA

    -34.0%　-US$279.5万

  • 减仓 PLTR

    -17.5%　-US$277.6万

  • 加仓 SHV

    +111.7%　US$127.2万

  • 加仓 VRT

    0.0%　US$110.7万

  • 加仓 HYGH

    +55.2%　US$85.3万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 189 大持股（共 190 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1QQQInvesco Qqq Trust Series 1ETF-科技型28.94%+2.87%+0.77%
2SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.51%—+3.07%
3PLTRPalantir Technologies Inc-a股票-科技2.37%-0.60%-17.54%
4METAMeta Platforms Inc-class A股票-通信服务1.86%-0.37%-17.79%
5GOOGLAlphabet Inc-cl A股票-通信服务1.86%-0.21%-16.59%
6NVDANvidia CORP股票-科技1.82%-0.70%-33.98%
7NFLXNetflix INC股票-通信服务1.75%-0.20%-25.18%
8CWBSs Spdr Bb Conv Sec ETFETF-其他1.72%—-7.67%
9REZIshars Res And Multi RealesETF-其他1.61%—-0.71%
10USRTIshares Core US Reit ETFETF-其他1.59%—-3.32%
11MSFTMicrosoft CORP股票-科技1.55%-0.27%-5.30%
12JAAAJanus Henderson Aaa Clo ETFETF-其他1.52%—-2.44%
13AAPLApple INC股票-科技1.40%—-7.16%
14SQQQProshares Ultrapro Short QqqETF-其他1.39%——
15MAMastercard INC - A股票-金融1.33%-0.29%-19.95%
16MUMicron Technology INC股票-科技1.33%—-3.59%
17ORCLOracle CORP股票-科技1.32%-0.19%-0.91%
18VRTVertiv Holdings Co-a股票-工业1.26%+0.56%—
19IBMIntl Business Machines CORP股票-科技1.11%-0.21%-12.13%
20HYGHIshares Int Rate Hedg Hy ETFETF-其他0.98%+0.44%+55.15%
21SRLNSs Blackstone Sr Loan ETFETF-其他0.98%+0.44%+58.19%
22AGZDWisdomtree Trust WisdomtreeETF-其他0.98%+0.43%+52.32%
23VCSHVanguard S/t CORP Bond ETFETF-投资级公司债0.97%+0.43%+54.43%
24VMBSVanguard Mortgage-backed SecETF-其他0.97%+0.43%+54.21%
25VGSHVanguard Short-term TreasuryETF-政府公债0.97%+0.43%+53.57%
26VTIPVanguard Short-term TipsETF-其他0.97%+0.43%+53.15%
27SHVIshares 0-1 Year Treasury BoETF-政府公债0.97%+0.58%+111.68%
28AMLPAlerian Mlp ETFETF-其他0.96%+0.42%+35.62%
29PANWPalo Alto Networks INC股票-科技0.92%—+8.40%
30TSLATesla INC股票-周期性消费0.92%-0.13%-9.70%
31CRMSalesforce INC股票-科技0.88%-0.34%-12.13%
32APPApplovin Corp-class A股票-科技0.86%-0.19%+18.55%
33AVGOBroadcom INC股票-科技0.85%+0.34%+58.97%
34ASMLASML Holding N.V.股票-科技0.80%+0.80%NEW
35AMZNAmazon.com INC股票-周期性消费0.76%—-1.56%
36UBERUber Technologies INC股票-工业0.75%—-11.14%
37SPOTSpotify Technology S.A.股票-通信服务0.73%-0.08%-8.56%
38BRK-BBerkshire Hathaway Inc-cl B股票-其他0.69%—-12.54%
39SDSProshares Ultrashort S&p500ETF-其他0.67%——
40MORTVaneck Mortgage Reit IncomeETF-其他0.66%-0.30%-40.52%
41NOWServicenow INC股票-科技0.61%-0.24%-10.57%
42INTUIntuit INC股票-科技0.60%-0.29%-12.14%
43ACNAccenture plc股票-科技0.59%-0.21%-14.93%
44TSMTaiwan Semiconductor-sp Adr股票-科技0.59%——
45SHProshares Short S&p500ETF-其他0.57%-0.11%-32.73%
46TELTE Connectivity plc股票-科技0.57%—-3.33%
47PREFPri Spe Pre Sec Acti-usd INCETF-其他0.56%-0.25%-40.55%
48FTAIFTAI Aviation Ltd.股票-工业0.54%——
49AMDAdvanced Micro Devices股票-科技0.52%—-0.95%
50ADBEAdobe INC股票-科技0.50%-0.20%-12.87%
1–50 of 189

本季持股变动

AXS Investments LLC 在 2026-03-31 最显著的持仓异动： 新建仓: ASML Holding N.V. (ASML); 清仓: Ss Spdr Bb High Yield Bond (JNK); 清仓: Ishares 0-5 Yr Hy CORP Bond (SHYG); 清仓: Janus Henderson B-bbb Clo Et (JBBB); 清仓: Vanguard Emerg Mkts Gov Bnd (VWOB).

AXS Investments LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1QQQInvesco Qqq Trust Series 1+2.9%+0.77%加仓
2SHVIshares 0-1 Year Treasury Bo+0.6%+111.68%加仓
3VRTVertiv Holdings Co-a+0.6%—不变
4HYGHIshares Int Rate Hedg Hy ETF+0.4%+55.15%加仓
5SRLNSs Blackstone Sr Loan ETF+0.4%+58.19%加仓
6VTIPVanguard Short-term Tips+0.4%+53.15%加仓
7VMBSVanguard Mortgage-backed Sec+0.4%+54.21%加仓
8VCSHVanguard S/t CORP Bond ETF+0.4%+54.43%加仓
9VGSHVanguard Short-term Treasury+0.4%+53.57%加仓
10AGZDWisdomtree Trust Wisdomtree+0.4%+52.32%加仓
11AMLPAlerian Mlp ETF+0.4%+35.62%加仓
12AVGOBroadcom INC+0.3%+58.97%加仓
13LRCXLam Research CORP+0.3%+1162.42%加仓
14SPOTSpotify Technology S.A.-0.1%-8.56%减仓
15SHProshares Short S&p500-0.1%-32.73%减仓
16TSLATesla INC-0.1%-9.70%减仓
17MELIMercadolibre INC-0.2%-29.76%减仓
18PFFAVirtus Infracap US Pref Stck-0.2%-40.56%减仓
19HOODRobinhood Markets INC - A-0.2%-11.48%减仓
20ORCLOracle CORP-0.2%-0.91%减仓
21APPApplovin Corp-class A-0.2%+18.55%加仓
22NFLXNetflix INC-0.2%-25.18%减仓
23ADBEAdobe INC-0.2%-12.87%减仓
24GOOGLAlphabet Inc-cl A-0.2%-16.59%减仓
25IBMIntl Business Machines CORP-0.2%-12.13%减仓
26ACNAccenture plc-0.2%-14.93%减仓
27NOWServicenow INC-0.2%-10.57%减仓
28PREFPri Spe Pre Sec Acti-usd INC-0.3%-40.55%减仓
29MSFTMicrosoft CORP-0.3%-5.30%减仓
30ADPAutomatic Data Processing-0.3%-36.50%减仓
31MAMastercard INC - A-0.3%-19.95%减仓
32INTUIntuit INC-0.3%-12.14%减仓
33MORTVaneck Mortgage Reit Income-0.3%-40.52%减仓
34CRWDCrowdstrike Holdings INC - A-0.3%-39.11%减仓
35CRMSalesforce INC-0.3%-12.13%减仓
36METAMeta Platforms Inc-class A-0.4%-17.79%减仓
37PLTRPalantir Technologies Inc-a-0.6%-17.54%减仓
38NVDANvidia CORP-0.7%-33.98%减仓
39ASMLASML Holding N.V.—NEW新建仓
40JNKSs Spdr Bb High Yield Bond—EXIT清仓
41SHYGIshares 0-5 Yr Hy CORP Bond—EXIT清仓
42JBBBJanus Henderson B-bbb Clo Et—EXIT清仓
43VWOBVanguard Emerg Mkts Gov Bnd—EXIT清仓
44VGITVanguard Intermediate-term T—EXIT清仓
45FALNIshares Fallen Angels ETF—EXIT清仓
46VCITVanguard Int-term Corporate—EXIT清仓
47VCLTVanguard Long-term CORP Bond—EXIT清仓
48VGLTVanguard Long-term Treasury—EXIT清仓
49KLACKla CORP—NEW新建仓
50FICOFair Isaac CORP—EXIT清仓

FAQ

AXS Investments LLC 是什么机构？属于哪种投资人类型？
AXS Investments LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.5亿，分布在 190 个已申报仓位之中。
AXS Investments LLC 目前前几大持股有哪些？
根据最新 13F 申报，AXS Investments LLC 按市值排列的前几大持股为： 1. Invesco Qqq Trust Series 1 (QQQ) — US$7167.4万 (28.9%) 2. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$620.6万 (2.5%) 3. Palantir Technologies Inc-a (PLTR) — US$586.2万 (2.4%) 4. Meta Platforms Inc-class A (META) — US$461.5万 (1.9%) 5. Alphabet Inc-cl A (GOOGL) — US$460.3万 (1.9%)
AXS Investments LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，AXS Investments LLC 共进行了 49 项显著调整：新建仓 2 个仓位、加仓 13 个既有持股、减仓 24 个仓位，并完全清仓 10 个持股。 其中幅度最大的异动：新建仓: ASML Holding N.V. (ASML); 清仓: Ss Spdr Bb High Yield Bond (JNK); 清仓: Ishares 0-5 Yr Hy CORP Bond (SHYG); 清仓: Janus Henderson B-bbb Clo Et (JBBB); 清仓: Vanguard Emerg Mkts Gov Bnd (VWOB)
AXS Investments LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，AXS Investments LLC 的主要板块分布如下： • Information Technology: 49.2% • Communication Services: 14.0% • Industrials: 11.3% • Financials: 8.4% • Health Care: 8.4% • Consumer Discretionary: 5.7%