Axxcess Wealth Management, LLC — Q1 2025 13F 持股

Name: Axxcess Wealth Management, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001911056

申報總市值

US$31.2億

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僅顯示前 200 大持股（共 845 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	PGR	Progressive CORP	股票-金融	0.01%	—	+5.61%
2	VOOV	Vanguard S&p 500 Value ETF	ETF-大型股與成長	0.01%	—	+3.10%
3	BAB	Invesco Taxable Municipal Bo	ETF-其他	0.01%	—	-4.45%
4	TRGP	Targa Resources CORP	股票-能源	0.01%	—	+12.06%
5	GLPI	Gaming And Leisure Propertie	股票-房地產	0.01%	—	—
6	ROK	Rockwell Automation INC	股票-工業	0.01%	—	-67.51%
7	BOND	Pimco Active Bond Exchange-t	ETF-其他	0.01%	—	—
8	NEM	Newmont CORP	股票-原物料	0.01%	—	-63.57%
9	IBKR	Interactive Brokers Gro-cl A	股票-金融	0.01%	—	-7.12%
10	EFA	Ishares Msci Eafe ETF	ETF-其他	0.01%	-0.34%	EXIT
11	FAST	Fastenal Co	股票-工業	0.01%	—	-73.27%
12	VLO	Valero Energy CORP	股票-能源	0.01%	—	—
13	PFM	Invesco Dividend Achievers E	ETF-其他	0.01%	—	+0.27%
14	TEM	Tempus Ai Inc-cl A	股票-醫療保健	0.01%	—	+17.50%
15	FNCL	Fidelity Msci Financial Indx	ETF-其他	0.01%	—	+54.77%
16	XONE	Bondbloxx Bbg 1 Dur US Treas	ETF-其他	0.01%	—	+70.24%
17	PJUL	Innovator U.s. Equity Power	ETF-其他	0.01%	—	—
18	ON	On Semiconductor	股票-科技	0.01%	—	—
19	MRVL	Marvell Technology INC	股票-科技	0.01%	—	-3.51%
20	WSBC	Wesbanco INC	股票-其他	0.01%	—	+67.54%
21	PDI	Pimco Dynamic Income Fund	股票-金融	0.01%	—	—
22	NKE	Nike INC -cl B	股票-循環性消費	0.01%	—	-43.68%
23	MCK	Mckesson CORP	股票-醫療保健	0.01%	—	-75.00%
24	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-其他	0.01%	—	-55.30%
25	MIY	Blackrock Muniyield Mi Qlty	股票-其他	0.01%	—	+66.23%
26	ROE	Ast US Eq Wgt Qlty Kings ETF	ETF-其他	0.01%	—	+38.28%
27	NZF	Nuveen Municipal Credit INC	股票-其他	0.01%	—	—
28	PSEP	Innovator U.s. Equity Power	ETF-其他	0.01%	—	—
29	EBAY	Ebay INC	股票-循環性消費	0.01%	—	+7.02%
30	PDEC	Innovator U.s. Equity Power	ETF-其他	0.01%	—	—
31	PJUN	Innovator U.s. Equity Power	ETF-其他	0.01%	—	—
32	GPIX	Gldm SA S&p 500 Pr In Etf-us	ETF-大型股與成長	0.01%	—	—
33	EQT	Eqt CORP	股票-能源	0.01%	—	+6.97%
34	GNRC	Generac Holdings INC	股票-工業	0.01%	—	—
35	POOL	Pool CORP	股票-工業	0.01%	—	+3.16%
36	CI	THE Cigna Group	股票-醫療保健	0.01%	—	-3.34%
37	R	Ryder System INC	股票-工業	0.01%	—	—
38	CRSP	CRISPR Therapeutics AG	股票-醫療保健	0.01%	—	+3.96%
39	PAUG	Innovator U.s. Equity Power	ETF-其他	0.01%	—	—
40	FICO	Fair Isaac CORP	股票-科技	0.01%	—	+20.38%
41	DWX	State Street Spdr S&p Intern	ETF-其他	0.01%	—	—
42	SYY	Sysco CORP	股票-非循環性消費	0.01%	—	-39.27%
43	TDY	Teledyne Technologies INC	股票-科技	0.01%	—	+9.74%
44	SPTI	Ss Spdr P Int Term Tsy ETF	ETF-其他	0.01%	—	-8.31%
45	OLED	Universal Display CORP	股票-科技	0.01%	—	+69.21%
46	OTIS	Otis Worldwide CORP	股票-工業	0.01%	—	-0.93%
47	EFX	Equifax INC	股票-工業	0.01%	—	+3.79%
48	SMB	Vaneck Short Muni ETF	ETF-其他	0.01%	—	+39.44%
49	PXF	Invesco Rafi Developed Marke	ETF-其他	0.01%	—	—
50	ET	Energy Transfer LP	股票-能源	0.01%	—	+1.81%

1–50 of 200