Axim Planning & Wealth 13F 持仓 · 2026年Q2
Axim Planning & Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 7,154.85 万美元。前几大持仓：EH（36.89%）、HPF（5.44%）、BIL（3.11%）。本季前 25 大持仓中：增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EH | EHANG HLDGS LTD | $26.4M | 36.89% | 4.0M | 减持 |
| 2 | HPF | HANCOCK JOHN PFD INCOME FD I | $3.9M | 5.44% | 245,354 | 减持 |
| 3 | BIL | SPDR SERIES TRUST | $2.2M | 3.11% | 24,316 | 减持 |
| 4 | XLK | SELECT SECTOR SPDR TR | $1.1M | 1.60% | 6,016 | 减持 |
| 5 | GROZ | ZACKS TRUST | $1.1M | 1.55% | 34,897 | 增持 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $1.1M | 1.53% | 1,888 | 减持 |
| 7 | CLF | CLEVELAND-CLIFFS INC NEW | $952,446 | 1.33% | 101,432 | 增持 |
| 8 | SMIZ | ZACKS TRUST | $933,317 | 1.30% | 20,917 | 减持 |
| 9 | CAT | CATERPILLAR INC | $915,814 | 1.28% | 860 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $901,962 | 1.26% | 2,418 | 减持 |
| 11 | TDUP | THREDUP INC | $870,025 | 1.22% | 100,479 | 增持 |
| 12 | BTAL | AGF INVTS TR | $854,112 | 1.19% | 76,602 | 增持 |
| 13 | PG | PROCTER & GAMBLE CO | $815,612 | 1.14% | 5,562 | 减持 |
| 14 | USB | US BANCORP | $791,361 | 1.11% | 13,102 | 减持 |
| 15 | PM | PHILIP MORRIS INTL INC | $737,208 | 1.03% | 4,075 | 持平 |
| 16 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $698,750 | 0.98% | 30,440 | 减持 |
| 17 | BSJR | INVESCO EXCH TRD SLF IDX FD | $700,043 | 0.98% | 31,328 | 减持 |
| 18 | BSJT | INVESCO EXCH TRD SLF IDX FD | $688,098 | 0.96% | 32,565 | 减持 |
| 19 | BSJU | INVESCO EXCH TRD SLF IDX FD | $685,052 | 0.96% | 26,541 | 减持 |
| 20 | BSJS | INVESCO EXCH TRD SLF IDX FD | $678,879 | 0.95% | 31,220 | 减持 |
| 21 | MO | ALTRIA GROUP INC | $667,264 | 0.93% | 9,274 | 减持 |
| 22 | NIO | NIO INC | $652,254 | 0.91% | 85,839 | 减持 |
| 23 | SCHD | SCHWAB STRATEGIC TR | $651,122 | 0.91% | 20,534 | 增持 |
| 24 | NVDA | NVIDIA CORPORATION | $644,115 | 0.90% | 3,219 | 减持 |
| 25 | XLP | SELECT SECTOR SPDR TR | $599,184 | 0.84% | 7,213 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR