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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 58
减持 71
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SHV
ISHARES TR
+$45.3M
920,435
+80%
增持
—
1/100 BERKSHIRE HATHAWAY INC
+$11.6M
8,000
+25%
减持
UPS
UNITED PARCEL SERVICE INC
-$11.6M
784,749
-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
-$11.1M
411,855
-36%
减持
RBLX
ROBLOX CORP
-$6.8M
1,366,850
-1%
减持
AAPL
APPLE INC
+$6.7M
238,506
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$5.4M
932,140
+4%
增持
FNDA
SCHWAB STRATEGIC TR
+$4.7M
161,916
+128%
减持
SPYV
SPDR SER TR
+$4.1M
1,931,723
-1%
减持
IVV
ISHARES TR
+$3.9M
126,397
-1%
增持
IJR
ISHARES TR
+$3.8M
744,343
+2%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.8M
1,409,315
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.4M
7,422
-49%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.8M
49,335
+9%
增持
TLT
ISHARES TR
+$2.5M
466,091
+9%
增持
IWM
ISHARES TR
+$2.3M
257,132
+0%
增持
AMZN
AMAZON COM INC
+$2.3M
56,554
+15%
减持
IWF
ISHARES TR
+$2.0M
106,735
-5%
减持
IJH
ISHARES TR
+$1.8M
179,957
-1%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
27,726
+26%
减持
TSLA
TESLA INC
+$1.5M
48,781
-10%
建仓
TRV
TRAVELERS COMPANIES INC
+$1.4M
8,226
增持
—
ACCENTURE PLC IRELAND
+$1.3M
5,565
+331%
增持
VXUS
VANGUARD STAR FDS
+$1.3M
29,552
+427%
增持
AGG
ISHARES TR
+$1.3M
89,354
+20%
减持
—
HEARTLAND FINL USA INC
-$1.2M
22,598
-53%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$1.2M
74,468
-10%
增持
V
VISA INC COM
+$1.1M
6,050
+316%
清仓
LLY
LILLY ELI & CO
-$1.0M
0
-100%
增持
GOOG
ALPHABET INC CAP
+$936.0K
28,183
+19%
增持
SPY
SPDR S&P 500 ETF TR
+$903.9K
23,786
+1%
增持
ADI
ANALOG DEVICES INC
+$850.3K
7,581
+139%
增持
MMM
3M CO
+$845.3K
31,970
+43%
增持
NVDA
NVIDIA CORPORATION
+$800.7K
5,391
+1%
增持
VOO
VANGUARD INDEX FDS
+$779.1K
4,998
+50%
增持
GOOGL
ALPHABET INC CAP
+$751.1K
10,398
+119%
清仓
XLY
SELECT SECTOR SPDR TR
-$734.8K
0
-100%
减持
IWP
ISHARES TR
+$692.4K
251,084
-3%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$658.6K
7,246
-68%
减持
ESML
ISHARES TR
+$525.1K
344,682
-0%
减持
XEL
XCEL ENERGY INC
-$525.0K
20,197
-24%
建仓
FDIQ
INVESCO EXCH TRADED FD TR II
+$515.0K
11,872
增持
GIS
GENERAL MLS INC
-$473.9K
122,859
+6%
增持
—
EXXON MOBIL CORP
+$461.8K
12,451
+56%
增持
EAGG
ISHARES TR
+$436.0K
133,612
+9%
增持
MUB
ISHARES TR
+$404.5K
9,665
+66%
减持
HD
HOME DEPOT INC
-$390.1K
4,326
-26%
减持
—
REVANCE THERAPEUTICS INC
-$334.9K
12,845
-37%
减持
MSFT
MICROSOFT CORP
+$332.6K
17,758
-10%
增持
META
META PLATFORMS INC
+$322.3K
3,962
+3%
建仓
TECH
BIO-TECHNE CORP
+$297.3K
3,642
建仓
VEEV
VEEVA SYS INC
+$291.3K
1,473
增持
VXF
VANGUARD INDEX FDS
+$287.6K
16,414
+7%
建仓
NOBL
PROSHARES TR
+$285.9K
3,032
建仓
ENPH
ENPHASE ENERGY INC
+$259.6K
1,550
增持
USXF
ISHARES TR
+$252.9K
58,134
+5%
清仓
SYK
STRYKER CORPORATION
-$250.9K
0
-100%
减持
SO
SOUTHERN CO
-$250.8K
3,121
-54%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$248.6K
0
-100%
清仓
SYY
SYSCO CORP
-$244.0K
0
-100%
建仓
SCHX
SCHWAB STRATEGIC TR
+$235.5K
4,496
建仓
—
ROYAL CARIBBEAN GROUP
+$226.5K
2,183
减持
MCD
MCDONALDS CORP
-$222.8K
3,793
-22%
增持
JPM
JPMORGAN CHASE & CO
+$221.9K
13,681
+1%
建仓
XLK
SELECT SECTOR SPDR TR
+$218.9K
1,259
减持
SUSA
ISHARES TR
+$210.7K
49,830
-2%
清仓
DUK
DUKE ENERGY CORP NEW
-$210.1K
0
-100%
建仓
TCMD
TACTILE SYS TECHNOLOGY INC
+$209.4K
8,400
清仓
DE
DEERE & CO
-$205.5K
0
-100%
清仓
FIVE
FIVE BELOW INC
-$204.1K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$203.6K
0
-100%
减持
ABBV
ABBVIE INC
-$203.4K
6,775
-3%
减持
MGK
VANGUARD WORLD FD
+$198.8K
27,738
-10%
减持
PEP
PEPSICO INC
-$190.2K
9,998
-11%
减持
EFA
ISHARES TR
-$186.4K
1,264,469
-2%
增持
USB
US BANCORP DEL
-$184.0K
68,536
+1%
减持
BDX
BECTON DICKINSON & CO
-$183.2K
901
-47%
减持
DSI
ISHARES TR
+$180.6K
42,616
-2%
减持
IWB
ISHARES TR
+$177.9K
10,866
-1%
增持
COST
COSTCO WHSL CORP NEW
+$169.4K
4,066
+0%
增持
DMXF
ISHARES TR
+$165.6K
39,244
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$144.4K
533,987
-2%
增持
TGT
TARGET CORP
-$142.4K
7,558
+10%
减持
CVX
CHEVRON CORP NEW
-$133.5K
4,170
-14%
减持
IWS
ISHARES TR
+$129.8K
51,013
-1%
减持
DAL
DELTA AIR LINES INC DEL
-$124.1K
4,949
-52%
减持
PRFZ
INVESCO EXCHANGE TRADED FD
+$120.7K
55,595
-3%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$120.5K
62,521
-2%
减持
VB
VANGUARD INDEX FDS
+$118.9K
14,407
-1%
减持
ORCL
ORACLE CORP
+$118.7K
12,887
-15%
减持
QQQ
INVESCO QQQ TR
+$118.4K
3,834
-5%
减持
GE
GENERAL ELECTRIC CO
+$112.3K
7,908
-0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$111.9K
3,195
-22%
增持
AMAT
APPLIED MATLS INC
+$106.0K
4,854
+0%
减持
SHOP
SHOPIFY INC
+$103.5K
6,760
-3%
减持
DIS
DISNEY WALT CO
-$103.2K
8,617
-1%
增持
AXP
AMERICAN EXPRESS CO
+$103.1K
3,452
+14%
减持
GWX
SPDR INDEX SHS FDS
-$99.6K
64,292
-3%
减持
WFC
WELLS FARGO CO
+$97.3K
18,566
-0%
减持
IJJ
ISHARES TR
-$86.6K
2,074
-31%
减持
CSCO
CISCO SYS INC
-$85.2K
11,767
-11%
增持
PFE
PFIZER INC
-$83.2K
21,123
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$79.8K
15,696
+0%
减持
JNJ
JOHNSON & JOHNSON
+$77.2K
7,634
-0%
减持
ABT
ABBOTT LABS
-$76.4K
11,734
-12%
增持
ITOT
ISHARES TR
+$76.0K
10,341
+0%
减持
KO
COCA COLA CO
-$75.4K
8,996
-10%
减持
FAST
FASTENAL CO
+$71.3K
18,942
-2%
增持
SLYV
SPDR SER TR
+$70.6K
8,670
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$59.5K
2,401
+12%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$58.1K
3,421
-15%
增持
AAXJ
ISHARES TR
+$58.0K
736,528
+2%
增持
SOXX
ISHARES TR
+$57.1K
904
+0%
减持
IWD
ISHARES TR
+$54.8K
15,406
-1%
减持
ESGD
ISHARES TR
+$53.4K
58,090
-0%
减持
INTC
INTEL CORP
-$53.4K
16,266
-11%
清仓
—
BRIGHT HEALTH GROUP INC
-$48.2K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$47.7K
4,590
-2%
减持
F
FORD MTR CO DEL
+$47.7K
20,756
-2%
减持
AMGN
AMGEN INC
-$46.9K
1,469
-5%
建仓
UEC
URANIUM ENERGY CORP
+$45.2K
13,300
增持
AMT
AMERICAN TOWER CORP NEW
+$43.7K
1,691
+22%
增持
IYW
ISHARES TR
+$43.6K
2,706
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$38.7K
8,213
-11%
增持
CAT
CATERPILLAR INC
+$38.6K
2,209
+0%
增持
WMT
WALMART INC
+$37.8K
3,075
+2%
增持
T
AT&T INC
-$36.4K
11,828
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$35.3K
2,248
-0%
增持
VO
VANGUARD INDEX FDS
+$34.1K
2,389
+2%
减持
HON
HONEYWELL INTL INC
+$33.1K
2,211
-1%
减持
HTGC
HERCULES CAPITAL INC
+$33.0K
24,000
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$31.7K
541
-9%
增持
NUE
NUCOR CORP
+$31.7K
3,145
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$31.3K
7,162
-16%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$30.8K
12,270
-6%
增持
SUSB
ISHARES TR
+$30.7K
74,868
+2%
增持
OTTR
OTTER TAIL CORP
+$29.8K
4,195
+1%
减持
MRK
MERCK & CO INC
+$27.1K
11,389
-6%
增持
ROK
ROCKWELL AUTOMATION INC
+$26.1K
704
+0%
减持
ONEQ
FIDELITY COMWLTH TR
+$23.0K
4,864
-3%
增持
ARCC
ARES CAPITAL CORP
+$20.2K
23,551
+2%
增持
ABNB
AIRBNB INC
+$18.8K
2,190
+4%
增持
O
REALTY INCOME CORP
-$14.1K
4,684
+1%
减持
ECL
ECOLAB INC
+$14.1K
1,616
-7%
增持
MO
ALTRIA GROUP INC
+$12.5K
8,797
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$11.7K
3,094
-5%
减持
IVW
ISHARES TR
+$10.8K
4,969
-6%
减持
DXCM
DEXCOM INC
+$10.5K
4,513
-8%
增持
DCI
DONALDSON INC
-$10.4K
3,866
+0%
减持
—
MEDTRONIC PLC
+$10.1K
10,870
-8%
