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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 8
增持 64
减持 73
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
SHV
ISHARES TR
-$97.5M
66,303
-93%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$41.0M
741,779
+5895%
减持
TLT
ISHARES TR
-$37.2M
48,937
-90%
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。
增持
IJH
ISHARES TR
+$34.8M
294,051
+57%
增持
AVDV
AMERICAN CENTY ETF TR
+$31.4M
1,256,064
+54%
减持
RBLX
ROBLOX CORP
+$22.2M
1,341,849
-1%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$18.6M
302,669
减持
EFA
ISHARES TR
-$12.5M
994,546
-22%
增持
VTV
VANGUARD INDEX FDS
+$11.0M
322,199
+20%
增持
SCHB
SCHWAB STRATEGIC TR
+$10.1M
1,009,113
+9%
减持
IJR
ISHARES TR
+$9.8M
750,980
-1%
减持
AAXJ
ISHARES TR
-$8.6M
554,787
-23%
减持
AGG
ISHARES TR
-$7.0M
340,660
-22%
增持
AAPL
APPLE INC
+$6.5M
255,526
+2%
建仓
MSTR
MICROSTRATEGY INC
+$5.4M
8,493
减持
IVV
ISHARES TR
+$5.3M
124,113
-1%
减持
IWM
ISHARES TR
+$5.2M
249,969
-2%
增持
IWS
ISHARES TR
+$4.7M
92,124
+59%
增持
FNDA
SCHWAB STRATEGIC TR
+$3.7M
242,779
+20%
减持
IWP
ISHARES TR
+$3.1M
244,291
-1%
减持
TSLA
TESLA INC
-$3.0M
37,669
-24%
减持
IWF
ISHARES TR
+$2.9M
101,753
-3%
减持
SPYV
SPDR SER TR
+$2.7M
958,876
-6%
增持
ESML
ISHARES TR
+$1.7M
347,674
+2%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$1.5M
182,956
-2%
增持
AMZN
AMAZON COM INC
+$1.4M
53,202
+1%
增持
EAGG
ISHARES TR
+$1.3M
157,454
+15%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
502,019
-4%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
23,644
-0%
减持
EFV
ISHARES TR
-$992.8K
289,323
-12%
减持
MSFT
MICROSOFT CORP
+$758.2K
17,216
-5%
增持
DMXF
ISHARES TR
+$738.5K
47,503
+18%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$705.0K
257,499
-5%
增持
GGG
GRACO INC
+$668.9K
24,239
+23%
增持
NVDA
NVIDIA CORPORATION
+$617.5K
6,500
+9%
增持
USXF
ISHARES TR
+$591.1K
65,670
+12%
增持
ESGD
ISHARES TR
+$585.4K
57,750
+6%
减持
USB
US BANCORP DEL
+$572.8K
56,492
-0%
增持
SUSA
ISHARES TR
+$560.7K
49,723
+1%
增持
DSI
ISHARES TR
+$515.8K
41,236
+4%
减持
GWX
SPDR INDEX SHS FDS
-$449.4K
42,554
-31%
减持
ADI
ANALOG DEVICES INC
-$444.6K
3,010
-49%
减持
VTI
VANGUARD INDEX FDS
+$405.9K
25,300
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$394.3K
51,004
-0%
减持
COST
COSTCO WHSL CORP
+$361.8K
3,943
-1%
增持
JPM
JPMORGAN CHASE & CO
+$334.4K
13,218
+0%
减持
VXF
VANGUARD INDEX FDS
+$295.2K
16,104
-2%
增持
GOOGL
ALPHABET INC CAP
+$292.3K
17,056
+7%
减持
GOOG
ALPHABET INC CAP
+$283.8K
33,729
-1%
增持
META
META PLATFORMS INC
+$273.4K
4,321
+3%
增持
VOO
VANGUARD INDEX FDS
+$266.8K
5,117
+2%
增持
VO
VANGUARD INDEX FDS
+$262.8K
3,268
+37%
增持
TGT
TARGET CORP
+$248.3K
7,657
+1%
增持
—
ACCENTURE PLC IRELAND
+$246.9K
5,582
+0%
清仓
ABNB
AIRBNB INC
-$245.5K
0
-100%
建仓
AVGO
BROADCOM INC
+$243.1K
218
建仓
NSC
NORFOLK SOUTHN CORP
+$239.2K
1,012
建仓
CRM
SALESFORCE INC
+$234.7K
892
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$230.7K
4,307
+28%
清仓
SCHX
SCHWAB STRATEGIC TR
-$228.9K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
+$223.2K
8,224
-0%
减持
—
EXXON MOBIL CORP
-$222.5K
12,347
-0%
减持
MMM
3M CO
+$221.2K
30,901
-8%
减持
INTC
INTEL CORP
+$220.5K
15,847
-2%
清仓
SLB
SCHLUMBERGER LTD
-$214.5K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$212.3K
2,188
减持
CLF
CLEVELAND-CLIFFS INC
+$212.1K
49,169
-3%
建仓
FIVE
FIVE BELOW INC
+$211.2K
991
清仓
IJJ
ISHARES TR
-$209.4K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$207.6K
487
增持
CAT
CATERPILLAR INC
+$207.5K
2,890
+22%
增持
FAST
FASTENAL CO
+$192.6K
18,129
+1%
增持
SPSC
SPS COMM INC
+$185.3K
7,918
+0%
增持
V
VISA INC
+$182.4K
5,898
+0%
减持
QQQ
INVESCO QQQ TR
+$171.7K
3,572
-1%
减持
IWD
ISHARES TR
+$166.3K
14,985
-2%
减持
HD
HOME DEPOT INC
+$164.3K
4,262
-2%
减持
PG
PROCTER AND GAMBLE CO
-$160.3K
11,111
-9%
增持
BA
BOEING CO
+$154.1K
2,161
+1%
增持
ABT
ABBOTT LABS
+$153.7K
11,605
+0%
增持
AXP
AMERICAN EXPRESS CO
+$148.0K
3,743
+1%
增持
GIS
GENERAL MLS INC
+$147.6K
128,294
+0%
减持
TNC
TENNANT CO
+$146.3K
15,443
-11%
清仓
—
DURECT CORP
-$141.4K
0
-100%
减持
MGK
VANGUARD WORLD FD
-$140.6K
23,093
-15%
减持
VB
VANGUARD INDEX FDS
+$136.2K
13,407
-7%
减持
LLY
ELI LILLY & CO
+$130.4K
3,086
-1%
减持
VXUS
VANGUARD STAR FDS
+$130.2K
29,509
-0%
减持
GE
GENERAL ELECTRIC CO
+$124.6K
7,710
-1%
减持
BAC
BANK AMERICA CORP
+$122.3K
23,582
-4%
减持
MCD
MCDONALDS CORP
+$121.6K
3,749
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$115.4K
2,358
+4%
减持
PFE
PFIZER INC
-$113.2K
21,674
-2%
减持
WFC
WELLS FARGO CO
+$109.8K
19,181
-6%
减持
UNH
UNITEDHEALTH GROUP INC
+$106.4K
7,297
-2%
减持
ITOT
ISHARES TR
+$102.2K
10,153
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$98.7K
14,951
+0%
减持
XEL
XCEL ENERGY INC
+$95.0K
20,942
-0%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$94.8K
77,527
-2%
增持
SOXX
ISHARES TR
+$86.9K
784
+2%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$82.3K
2,143
+0%
增持
QCOM
QUALCOMM INC
+$82.3K
2,120
+5%
增持
DIS
DISNEY WALT CO
+$80.3K
8,082
+1%
增持
HRL
HORMEL FOODS CORP
-$78.6K
13,364
+0%
增持
MRK
MERCK & CO INC
+$71.1K
11,455
+0%
增持
MUB
ISHARES TR
+$69.4K
9,773
+1%
增持
DG
DOLLAR GEN CORP
+$64.6K
2,064
+1%
增持
CVX
CHEVRON CORP
-$56.0K
4,538
+4%
增持
NUE
NUCOR CORP
+$55.1K
2,985
+1%
增持
MLI
MUELLER INDS INC
+$53.6K
5,600
+100%
增持
HON
HONEYWELL INTL INC
+$52.3K
2,092
+0%
增持
ECL
ECOLAB INC
+$50.5K
1,636
+1%
减持
CSCO
CISCO SYS INC
-$48.8K
9,924
-3%
减持
TECH
BIO-TECHNE CORP
+$44.9K
6,247
-3%
增持
IYW
ISHARES TR
+$43.1K
2,415
+0%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$43.1K
1,786
+0%
增持
IVW
ISHARES TR
+$41.4K
5,078
+2%
增持
F
FORD MTR CO DEL
+$38.2K
21,692
+19%
增持
RTX
RTX CORPORATION
+$36.0K
2,926
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$35.1K
2,278
+0%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$34.4K
15,969
-18%
减持
OTTR
OTTER TAIL CORP
+$34.3K
4,172
-1%
减持
KBWB
INVESCO EXCH TRADED FD TR
+$33.4K
7,519
-10%
减持
IEFA
ISHARES TR
+$33.1K
6,589
-1%
减持
NOBL
PROSHARES TR
-$32.8K
2,476
-18%
减持
ONEQ
FIDELITY COMWLTH TR
+$32.7K
4,820
-1%
减持
MS
MORGAN STANLEY
+$31.9K
3,395
-3%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$29.6K
3,543
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$27.7K
7,045
-1%
增持
ARCC
ARES CAPITAL CORP
+$26.7K
24,672
+3%
减持
IWO
ISHARES TR
+$26.5K
2,606
-7%
增持
ROK
ROCKWELL AUTOMATION INC
+$23.0K
725
+3%
增持
DCI
DONALDSON INC
+$22.4K
3,877
+0%
减持
IJK
ISHARES TR
+$20.9K
3,130
-0%
增持
DAL
DELTA AIR LINES INC DEL
+$19.5K
5,952
+0%
减持
SUSB
ISHARES TR
+$19.4K
79,916
-2%
减持
T
AT&T INC
+$18.9K
11,308
-1%
减持
—
MEDTRONIC PLC
+$18.8K
11,394
-3%
减持
AMGN
AMGEN INC
+$18.8K
1,438
-2%
增持
PYPL
PAYPAL HLDGS INC
+$17.2K
4,650
+1%
减持
VEEV
VEEVA SYS INC
-$16.3K
1,473
-0%
增持
MO
ALTRIA GROUP INC
-$15.2K
8,956
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$14.3K
7,378
+0%
减持
VV
VANGUARD INDEX FDS
-$14.0K
1,800
-13%
增持
WMT
WALMART INC
+$13.6K
3,414
+4%
减持
LMT
LOCKHEED MARTIN CORP
+$12.7K
471
-4%
增持
PEP
PEPSICO INC
+$11.6K
9,769
+0%
减持
FDX
FEDEX CORP
-$11.4K
795
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.2K
48,540
-2%
减持
KO
COCA COLA CO
+$8.5K
8,700
-3%