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Accredited Investors Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Accredited Investors Inc.
报告期 2026-03-31 · CIK 0001518364
持仓数
281
前50大市值合计
$1.67B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 14
增持 65
减持 61
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
SHV
ISHARES TR
+$56.4M
510,324
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$29.2M
22,779
-96%
增持
RBLX
ROBLOX CORP
+$22.9M
1,375,412
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
EFV
ISHARES TR
-$21.2M
644,254
-44%
增持
AVDV
AMERICAN CENTY ETF TR
+$15.2M
1,322,502
+18%
增持
SCHB
SCHWAB STRATEGIC TR
+$9.7M
894,973
+21%
减持
AAPL
APPLE INC
+$8.3M
240,037
-0%
增持
TLT
ISHARES TR
+$8.3M
427,102
+14%
增持
EFA
ISHARES TR
+$8.1M
1,284,402
+1%
增持
SPYV
SPDR SER TR
+$6.9M
1,948,606
+5%
增持
TSLA
TESLA INC
+$5.6M
54,365
+18%
增持
IJH
ISHARES TR
+$3.5M
181,101
+5%
减持
MGK
VANGUARD WORLD FD
-$3.5M
30,945
-46%
增持
IJR
ISHARES TR
+$3.0M
727,748
+2%
增持
AMZN
AMAZON COM INC
+$2.9M
49,389
+92%
增持
FNDA
SCHWAB STRATEGIC TR
+$2.9M
70,970
+478%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.9M
172,185
+14%
减持
IVV
ISHARES TR
+$2.2M
127,441
-2%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$2.1M
82,717
+23%
减持
IWF
ISHARES TR
+$1.9M
112,174
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
542,730
+0%
减持
AGG
ISHARES TR
-$1.5M
74,743
-19%
减持
IWP
ISHARES TR
+$1.4M
258,867
-2%
减持
AAXJ
ISHARES TR
+$1.1M
720,155
-2%
增持
MSFT
MICROSOFT CORP
+$1.1M
19,822
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
23,547
+5%
增持
EAGG
ISHARES TR
+$897.2K
122,065
+15%
增持
COST
COSTCO WHSL CORP
+$850.3K
4,064
+59%
增持
UNH
UNITEDHEALTH GROUP INC
-$778.7K
14,641
+1%
建仓
XLY
SELECT SECTOR SPDR TR
+$734.8K
4,914
增持
NVDA
NVIDIA CORPORATION
+$705.9K
5,323
+1%
减持
MMM
3M CO
-$630.5K
22,401
-10%
减持
IWM
ISHARES TR
+$587.0K
257,047
-1%
增持
ESML
ISHARES TR
+$583.1K
344,748
+2%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$579.6K
57,332
+3%
增持
USB
US BANCORP DEL
-$507.9K
67,918
+0%
减持
GIS
GENERAL MLS INC
-$503.4K
115,810
-7%
增持
VTI
VANGUARD INDEX FDS
+$498.8K
22,064
+5%
减持
—
HEARTLAND FINL USA INC
-$497.8K
47,948
-4%
增持
SUSA
ISHARES TR
+$490.7K
50,761
+5%
减持
BAC
BANK AMERICA CORP
-$457.0K
25,454
-29%
增持
ESGD
ISHARES TR
+$415.9K
58,228
+2%
增持
GOOG
ALPHABET INC
+$398.6K
23,782
+2%
增持
META
META PLATFORMS INC
+$376.2K
3,844
+5%
减持
BNY
BANK NEW YORK MELLON CORP
-$371.1K
6,494
-56%
清仓
IWN
ISHARES TR
-$361.8K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$355.9K
45,429
-2%
减持
IWS
ISHARES TR
-$345.6K
51,538
-7%
建仓
VV
VANGUARD INDEX FDS
+$336.3K
1,800
清仓
XLK
SELECT SECTOR SPDR TR
-$298.5K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$294.6K
3,591
建仓
KMB
KIMBERLY-CLARK CORP
+$277.8K
2,070
建仓
ABNB
AIRBNB INC
+$261.9K
2,105
清仓
BND
VANGUARD BD INDEX FDS
-$249.6K
0
-100%
清仓
MRNA
MODERNA INC
-$244.8K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$238.5K
7,654
-5%
清仓
BILL
BILL COM HLDGS INC
-$231.5K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$226.5K
2,147
减持
GWX
SPDR INDEX SHS FDS
-$225.4K
66,554
-14%
清仓
COP
CONOCOPHILLIPS
-$221.8K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$220.8K
2,253
增持
PFE
PFIZER INC
-$215.2K
21,030
+0%
增持
TGT
TARGET CORP
+$212.6K
6,878
+11%
建仓
—
MASIMO CORP
+$212.0K
1,149
建仓
DUK
DUKE ENERGY CORP NEW
+$210.1K
2,178
清仓
BBY
BEST BUY INC
-$206.5K
0
-100%
增持
SUSB
ISHARES TR
+$206.1K
73,125
+12%
建仓
MLI
MUELLER INDS INC
+$205.7K
2,800
建仓
ROK
ROCKWELL AUTOMATION INC
+$205.7K
701
建仓
FIVE
FIVE BELOW INC
+$204.1K
991
清仓
—
ATLAS AIR WORLDWIDE HLDGS IN
-$201.6K
0
-100%
建仓
HUBS
HUBSPOT INC
+$200.7K
468
清仓
LTH
LIFE TIME GROUP HOLDINGS INC
-$191.4K
0
-100%
增持
ITOT
ISHARES TR
+$191.3K
10,333
+18%
减持
SPSC
SPS COMM INC
+$187.9K
7,910
-0%
增持
ARCC
ARES CAPITAL CORP
+$187.4K
23,112
+82%
减持
DSI
ISHARES TR
+$178.7K
43,678
-3%
增持
DG
DOLLAR GEN CORP
+$173.2K
2,042
+96%
增持
IEFA
ISHARES TR
+$160.7K
6,814
+42%
减持
DMXF
ISHARES TR
+$150.9K
37,334
-2%
减持
CVX
CHEVRON CORP
-$143.4K
4,840
-7%
增持
—
EXXON MOBIL CORP
+$140.3K
7,966
+20%
减持
QQQ
INVESCO QQQ TR
+$130.9K
4,044
-8%
增持
AMAT
APPLIED MATLS INC
+$123.9K
4,849
+0%
减持
HD
HOME DEPOT INC
-$122.1K
5,875
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$121.9K
4,099
-11%
增持
IDV
ISHARES TR
+$120.0K
13,480
+46%
增持
DIS
DISNEY WALT CO
+$117.4K
8,714
+0%
减持
WFC
WELLS FARGO CO
-$114.7K
18,594
-5%
增持
ABT
ABBOTT LABS
-$113.9K
13,388
+0%
减持
PG
PROCTER AND GAMBLE CO
-$110.9K
12,319
-4%
减持
INTC
INTEL CORP
+$109.8K
18,285
-1%
减持
FAST
FASTENAL CO
+$108.0K
19,393
-2%
减持
CLF
CLEVELAND-CLIFFS INC
+$107.6K
63,741
-3%
增持
SHOP
SHOPIFY INC
+$107.2K
6,950
+7%
减持
USXF
ISHARES TR
+$106.1K
55,548
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$98.4K
10,527
-0%
增持
GE
GENERAL ELECTRIC CO
+$93.8K
7,912
+0%
增持
SOXX
ISHARES TR
+$88.0K
903
+0%
增持
VOO
VANGUARD INDEX FDS
+$86.9K
3,341
+0%
减持
MRK
MERCK & CO INC
-$82.6K
12,097
-2%
减持
ORCL
ORACLE CORP
+$79.9K
15,239
-7%
增持
HRL
HORMEL FOODS CORP
-$74.2K
13,292
+0%
减持
MCD
MCDONALDS CORP
+$73.4K
4,845
-0%
增持
MUB
ISHARES TR
+$73.1K
5,820
+11%
减持
VXF
VANGUARD INDEX FDS
+$71.0K
15,373
-2%
增持
XEL
XCEL ENERGY INC
-$69.9K
26,403
+0%
增持
PEP
PEPSICO INC
+$66.0K
11,202
+2%
增持
LLY
LILLY ELI & CO
-$65.5K
2,999
+0%
减持
JPM
JPMORGAN CHASE & CO
-$63.0K
13,567
-1%
增持
CSCO
CISCO SYS INC
+$62.9K
13,277
+0%
增持
OTTR
OTTER TAIL CORP
+$58.1K
4,171
+1%
减持
GOOGL
ALPHABET INC
+$54.6K
4,758
-4%
减持
CAT
CATERPILLAR INC
-$53.3K
2,206
-5%
增持
AXP
AMERICAN EXPRESS CO
+$52.6K
3,021
+0%
减持
HON
HONEYWELL INTL INC
-$51.7K
2,227
-0%
清仓
UEC
URANIUM ENERGY CORP
-$51.6K
0
-100%
增持
IYW
ISHARES TR
+$49.8K
2,704
+0%
减持
NUE
NUCOR CORP
+$43.7K
3,134
-6%
增持
VXUS
VANGUARD STAR FDS
+$38.8K
5,609
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$38.4K
15,633
+0%
增持
DAL
DELTA AIR LINES INC DEL
+$38.2K
10,290
+5%
增持
NSC
NORFOLK SOUTHN CORP
-$37.4K
1,100
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$36.6K
6,394
+19%
增持
VO
VANGUARD INDEX FDS
+$36.6K
2,332
+4%
减持
XLF
SELECT SECTOR SPDR TR
-$35.1K
8,482
-6%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$35.0K
1,785
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$33.3K
3,248
-0%
增持
AMT
AMERICAN TOWER CORP
+$31.9K
1,390
+17%
增持
AMGN
AMGEN INC
-$31.7K
1,543
+0%
减持
IWD
ISHARES TR
-$31.4K
15,610
-2%
减持
ECL
ECOLAB INC
+$31.1K
1,738
-1%
减持
—
MEDTRONIC PLC
+$30.9K
11,753
-0%
减持
ONEQ
FIDELITY COMWLTH TR
+$29.9K
5,006
-2%
减持
EMR
EMERSON ELEC CO
-$29.4K
3,172
-0%
增持
—
BRIGHT HEALTH GROUP INC
-$28.9K
218,620
+84%
减持
IWO
ISHARES TR
+$28.6K
2,814
-1%
减持
TNC
TENNANT CO
+$27.8K
17,331
-8%
减持
NEE
NEXTERA ENERGY INC
-$27.3K
4,046
-0%
减持
IJJ
ISHARES TR
-$25.7K
3,005
-9%
增持
DCI
DONALDSON INC
+$25.4K
3,858
+0%
减持
PM
PHILIP MORRIS INTL INC
-$24.5K
5,453
-1%
减持
V
VISA INC
+$22.4K
1,453
-1%
减持
ABBV
ABBVIE INC
-$21.8K
7,003
-1%
减持
VB
VANGUARD INDEX FDS
+$20.4K
14,489
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$19.3K
836
-0%
减持
F
FORD MTR CO DEL
+$19.2K
21,140
-1%
减持
QCOM
QUALCOMM INC
+$17.3K
2,070
-8%
增持
KO
COCA COLA CO
-$14.7K
9,950
+0%
减持
PYPL
PAYPAL HLDGS INC
+$13.5K
4,662
-3%