EW

Elyxium Wealth, LLC

分散型投资策略逆势操作型高品质投资策略

申报总市值

US$3.1亿

申报季度: 2026-03-31 · 持股只数: 644

Elyxium Wealth, LLC在最新一期 13F 报告中披露了 644 项持股，申报期为 2026-03-31，总持股市值约为 US$3.1亿，季度换手率为 37.2%。

浏览其他1 亿至 10 亿美元机构浏览其他以“E”开头的机构

机构性格雪花图

集中度
9.31
持仓稳定性
37.23
动能／逆势
0
行业集中度
74.44
多样化
100
仓位均衡度
83.09

近期动向

  • 加仓 CIEN

    -99.5%　US$1067.7万

  • 减仓 AAPL

    -24.9%　-US$978.7万

  • 加仓 AVDE

    +18.4%　US$166.8万

  • 加仓 IDXX

    -99.8%　US$184.4万

  • 加仓 MKTN

    +1349.5%　US$253.7万

  • 减仓 NVDA

    -28.2%　-US$379.6万

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 165 大持股（共 644 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
1AAPLApple INC股票-科技7.35%-1.72%-24.94%
2CIENCiena CORP股票-科技7.20%+3.93%-99.51%
3IVVIshares Core S&p 500 ETFETF-大型股与成长5.20%+0.53%+1.09%
4AVDEAvantis International EquityETF-其他2.97%+0.87%+18.37%
5NVDANvidia CORP股票-科技2.49%-0.72%-28.17%
6MSFTMicrosoft CORP股票-科技2.47%-0.64%-10.37%
7SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.42%+0.20%-1.11%
8IDXXIdexx Laboratories INC股票-医疗保健2.34%+0.83%-99.76%
9IWVIshares Russell 3000 ETFETF-其他2.11%——
10IEFAIshares Core Msci Eafe ETFETF-其他2.05%—+1.07%
11DBNDDoubleline Oppor Cor Bnd-usdETF-其他1.99%+0.49%+16.18%
12MMITNyli Mackay Muni Intrm ETFETF-其他1.99%+0.46%+13.04%
13MUNIPimco Intermediate MunicipalETF-其他1.90%+0.40%+10.25%
14AVGOBroadcom INC股票-科技1.71%—+7.87%
15IJHIshares Core S&p Midcap ETFETF-其他1.69%-0.01%-15.99%
16AMZNAmazon.com INC股票-周期性消费1.68%-0.28%-17.80%
17XOMExxon Mobil CORP股票-能源1.66%+0.47%-14.43%
18GOOGLAlphabet Inc-cl A股票-通信服务1.66%—+3.77%
19JPMJpmorgan Chase & Co股票-金融1.44%—+1.92%
20DBMFImgp Dbi Managed Futures StrETF-其他1.41%+0.34%+6.36%
21IJRIshares Core S&p Small-cap EETF-中小型股1.32%—-9.82%
22IWRIshares Russell Mid-cap ETFETF-其他1.27%+0.33%+15.45%
23IAUIshares Gold TrustETF-避险与商品1.23%—-3.10%
24MDYState Street Spdr S&p MidcapETF-其他1.23%——
25IEMGIshares Core Msci EmergingETF-新兴市场1.20%+0.40%+24.45%
26BONDPimco Active Bond Exchange-tETF-其他1.13%+0.36%+27.82%
27PAVEGlobal X US InfrastructureETF-其他1.13%+0.28%+7.92%
28COSTCostco Wholesale CORP股票-非周期性消费1.12%—-12.37%
29PVALPutnam Focused Lrg Cap ValueETF-其他1.00%+0.40%+42.93%
30METAMeta Platforms Inc-class A股票-通信服务0.94%-0.07%-6.66%
31EFAIshares Msci Eafe ETFETF-其他0.94%—-1.73%
32GOOGAlphabet Inc-cl C股票-通信服务0.91%-0.47%-37.74%
33DFAEDimensional Emerging Core EqETF-新兴市场0.91%+0.43%+56.00%
34MKTNFed Hrms Mdt Mkt Neutral ETFETF-其他0.87%+0.82%+1349.47%
35UNPUnion Pacific CORP股票-工业0.85%—+0.33%
36RTXRtx CORP股票-工业0.84%—-7.04%
37WSMWilliams-sonoma INC股票-周期性消费0.82%—+1.19%
38CLSEConvergence Long/short EqyETF-其他0.81%-0.02%-18.43%
39PDBCInvesco Optimum Yield DiversETF-其他0.80%+0.80%NEW
40BRK-BBerkshire Hathaway Inc-cl B股票-其他0.77%—+4.03%
41AVEMAvantis Emerging Markets EqETF-新兴市场0.76%+0.46%+109.87%
42LRCXLam Research CORP股票-科技0.68%+0.22%+2.40%
43EVMOEaton Vance Mortgage Opp ETFETF-其他0.68%+0.24%+34.09%
44HONHoneywell International INC股票-工业0.61%—+0.14%
45CATCaterpillar INC股票-工业0.60%—+4.37%
46JNJJohnson & Johnson股票-医疗保健0.57%—+4.30%
47TTTrane Technologies plc股票-工业0.53%—-0.71%
48CVXChevron CORP股票-能源0.52%—-17.66%
49TSMTaiwan Semiconductor-sp Adr股票-科技0.50%-0.11%-35.42%
50TSLATesla INC股票-周期性消费0.50%-0.52%-48.89%
1–50 of 165

本季持股变动

Elyxium Wealth, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Affirm Holdings INC (AFRM); 新建仓: Invesco Optimum Yield Divers (PDBC); 清仓: Abrdn Physical Silver Shares (SIVR); 清仓: Marriott International -cl A (MAR); 清仓: Royal Caribbean Cruises Ltd. (RCL).

Elyxium Wealth, 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
1CIENCiena CORP+3.9%-99.51%减仓
2AVDEAvantis International Equity+0.9%+18.37%加仓
3IDXXIdexx Laboratories INC+0.8%-99.76%减仓
4MKTNFed Hrms Mdt Mkt Neutral ETF+0.8%+1349.47%加仓
5IVVIshares Core S&p 500 ETF+0.5%+1.09%加仓
6DBNDDoubleline Oppor Cor Bnd-usd+0.5%+16.18%加仓
7XOMExxon Mobil CORP+0.5%-14.43%减仓
8AVEMAvantis Emerging Markets Eq+0.5%+109.87%加仓
9MMITNyli Mackay Muni Intrm ETF+0.5%+13.04%加仓
10DFAEDimensional Emerging Core Eq+0.4%+56.00%加仓
11PVALPutnam Focused Lrg Cap Value+0.4%+42.93%加仓
12IEMGIshares Core Msci Emerging+0.4%+24.45%加仓
13MUNIPimco Intermediate Municipal+0.4%+10.25%加仓
14BONDPimco Active Bond Exchange-t+0.4%+27.82%加仓
15JDVIJh Disc. Value Int Select+0.3%+425.60%加仓
16DBMFImgp Dbi Managed Futures Str+0.3%+6.36%加仓
17IWRIshares Russell Mid-cap ETF+0.3%+15.45%加仓
18PAVEGlobal X US Infrastructure+0.3%+7.92%加仓
19IWFIshares Russell 1000 Growth+0.2%+803.18%加仓
20EVMOEaton Vance Mortgage Opp ETF+0.2%+34.09%加仓
21IWDIshares Russell 1000 Value E+0.2%+107.92%加仓
22LRCXLam Research CORP+0.2%+2.40%加仓
23SPYSs Spdr S&p 500 ETF Trust-us+0.2%-1.11%减仓
24✓ Grayscale Digital Larg F+0.2%+246.43%加仓
25IJHIshares Core S&p Midcap ETF0%-15.99%减仓
26CLSEConvergence Long/short Eqy0%-18.43%减仓
27METAMeta Platforms Inc-class A-0.1%-6.66%减仓
28CRMSalesforce INC-0.1%-1.61%减仓
29TSMTaiwan Semiconductor-sp Adr-0.1%-35.42%减仓
30VEAVanguard Ftse Developed ETF-0.1%-68.12%减仓
31NFLXNetflix INC-0.2%-55.52%减仓
32AMZNAmazon.com INC-0.3%-17.80%减仓
33QAINyli Hdg Multi-str Trk ETF-0.4%-81.94%减仓
34GOOGAlphabet Inc-cl C-0.5%-37.74%减仓
35PLTRPalantir Technologies Inc-a-0.5%-74.74%减仓
36TSLATesla INC-0.5%-48.89%减仓
37MSFTMicrosoft CORP-0.6%-10.37%减仓
38NVDANvidia CORP-0.7%-28.17%减仓
39AAPLApple INC-1.7%-24.94%减仓
40AFRMAffirm Holdings INC—EXIT清仓
41PDBCInvesco Optimum Yield Divers—NEW新建仓
42SIVRAbrdn Physical Silver Shares—EXIT清仓
43MARMarriott International -cl A—EXIT清仓
44RCLRoyal Caribbean Cruises Ltd.—EXIT清仓
45SPDWSte Str Spdr Pt Dw EU ETF—EXIT清仓
46SPSMSs Spdr P S&p 600 Small Cap—EXIT清仓
47COINCoinbase Global INC -class A—EXIT清仓
48QCOMQualcomm INC—EXIT清仓
49BABAAlibaba Group Holding-sp Adr—EXIT清仓
50ABNBAirbnb Inc-class A—EXIT清仓

FAQ

Elyxium Wealth, LLC 是什么机构？属于哪种投资人类型？
Elyxium Wealth, 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$3.1亿，分布在 644 个已申报仓位之中。
Elyxium Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Elyxium Wealth, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$2291.4万 (7.3%) 2. Ciena CORP (CIEN) — US$2246.0万 (7.2%) 3. Ishares Core S&p 500 ETF (IVV) — US$1622.2万 (5.2%) 4. Avantis International Equity (AVDE) — US$925.5万 (3.0%) 5. Nvidia CORP (NVDA) — US$776.6万 (2.5%)
Elyxium Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Elyxium Wealth, LLC 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 20 个既有持股、减仓 19 个仓位，并完全清仓 10 个持股。 其中幅度最大的异动：清仓: Affirm Holdings INC (AFRM); 新建仓: Invesco Optimum Yield Divers (PDBC); 清仓: Abrdn Physical Silver Shares (SIVR); 清仓: Marriott International -cl A (MAR); 清仓: Royal Caribbean Cruises Ltd. (RCL)
Elyxium Wealth, 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，Elyxium Wealth, LLC 的主要板块分布如下： • Information Technology: 45.2% • Financials: 10.3% • Health Care: 9.5% • Industrials: 9.3% • Communication Services: 8.1% • Consumer Discretionary: 7.0%

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