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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 18
增持 70
减持 59
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IJH
ISHARES TR
+$64.8M
2,409,042
+719%
增持
AMZN
AMAZON COM INC
+$44.8M
293,413
+452%
减持
AAXJ
ISHARES TR
-$32.6M
63,385
-89%
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
AVDV
AMERICAN CENTY ETF TR
+$28.5M
1,624,932
+29%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$24.9M
1,133,887
+53%
减持
AGG
ISHARES TR
-$13.6M
205,925
-40%
减持
RBLX
ROBLOX CORP
-$13.0M
1,267,631
-6%
增持
VTV
VANGUARD INDEX FDS
+$9.1M
351,517
+9%
减持
AAPL
APPLE INC
-$7.3M
244,484
-4%
减持
MSTR
MICROSTRATEGY INC
+$7.2M
7,370
-13%
增持
SCHB
SCHWAB STRATEGIC TR
+$7.1M
1,036,606
+3%
减持
SHV
ISHARES TR
-$6.9M
3,890
-94%
增持
UPS
UNITED PARCEL SERVICE INC
-$6.7M
784,864
+0%
减持
IVV
ISHARES TR
+$5.2M
122,577
-1%
减持
TSLA
TESLA INC
-$4.8M
25,918
-31%
减持
TLT
ISHARES TR
-$3.8M
10,750
-78%
增持
IJR
ISHARES TR
+$2.8M
761,074
+1%
增持
FNDA
SCHWAB STRATEGIC TR
+$2.7M
283,687
+17%
建仓
CLSK
CLEANSPARK INC
+$2.7M
127,000
减持
NVDA
NVIDIA CORPORATION
+$2.6M
6,483
-0%
减持
IWF
ISHARES TR
+$2.4M
98,606
-3%
减持
EFA
ISHARES TR
-$2.1M
912,011
-8%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.8M
284,666
-6%
减持
IWP
ISHARES TR
+$1.7M
238,369
-2%
增持
MSFT
MICROSOFT CORP
+$1.2M
18,190
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
23,559
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$913.0K
43,340
-11%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$856.6K
51,009
+0%
减持
SPYV
SPDR SER TR
+$854.6K
909,520
-5%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$838.2K
177,925
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$837.8K
496,004
-1%
减持
IWM
ISHARES TR
+$736.9K
242,075
-3%
增持
LLY
ELI LILLY & CO
+$732.8K
3,254
+5%
增持
VTI
VANGUARD INDEX FDS
+$668.3K
25,663
+1%
增持
GIS
GENERAL MLS INC
+$648.7K
128,709
+0%
增持
TGT
TARGET CORP
+$647.1K
9,806
+28%
减持
IWS
ISHARES TR
+$619.8K
90,425
-2%
增持
META
META PLATFORMS INC
+$609.6K
4,405
+2%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$592.0K
80,221
+3%
建仓
CSR
CENTERSPACE
+$570.0K
9,975
减持
ESML
ISHARES TR
+$564.8K
342,186
-2%
减持
EFV
ISHARES TR
-$557.8K
266,837
-8%
减持
MGK
VANGUARD WORLD FD
+$533.5K
22,771
-1%
增持
ESGD
ISHARES TR
+$480.3K
60,602
+5%
增持
JPM
JPMORGAN CHASE & CO
+$457.0K
13,507
+2%
减持
SUSA
ISHARES TR
+$420.5K
49,631
-0%
增持
GE
GENERAL ELECTRIC CO
+$369.8K
7,713
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$352.2K
8,478
+16%
增持
—
EXXON MOBIL CORP
+$323.1K
13,399
+9%
增持
MRK
MERCK & CO INC
+$298.4K
11,726
+2%
减持
GOOG
ALPHABET INC CAP
-$286.0K
29,341
-13%
增持
DIS
DISNEY WALT CO
+$274.0K
8,203
+1%
建仓
VTEB
VANGUARD MUN BD FDS
+$272.2K
5,379
减持
USXF
ISHARES TR
+$272.0K
63,942
-3%
减持
WFC
WELLS FARGO CO
-$259.2K
11,817
-38%
增持
VOO
VANGUARD INDEX FDS
+$256.8K
5,183
+1%
建仓
ELF
E L F BEAUTY INC
+$255.4K
1,303
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$254.0K
1,867
增持
DMXF
ISHARES TR
+$250.3K
48,214
+1%
建仓
IXUS
ISHARES TR
+$249.0K
3,669
减持
COST
COSTCO WHSL CORP
-$243.3K
3,220
-18%
建仓
VOT
VANGUARD INDEX FDS
+$236.0K
1,001
清仓
CRM
SALESFORCE INC
-$234.7K
0
-100%
建仓
QUAL
ISHARES TR
+$233.0K
1,418
增持
FAST
FASTENAL CO
+$226.5K
18,158
+0%
建仓
DVY
ISHARES TR
+$224.7K
1,824
建仓
SLB
SCHLUMBERGER LTD
+$221.3K
4,037
建仓
DE
DEERE & CO
+$221.2K
539
增持
VB
VANGUARD INDEX FDS
+$219.9K
13,474
+0%
建仓
SCHX
SCHWAB STRATEGIC TR
+$217.5K
3,505
建仓
CMCSA
COMCAST CORP
+$217.2K
5,011
建仓
RPG
INVESCO EXCHANGE TRADED FD
+$214.8K
5,850
清仓
DUK
DUKE ENERGY CORP NEW
-$212.3K
0
-100%
清仓
FIVE
FIVE BELOW INC
-$211.2K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$210.0K
528
增持
WMT
WALMART INC
+$209.5K
12,428
+264%
建仓
UNP
UNION PAC CORP
+$209.4K
851
增持
IWD
ISHARES TR
+$208.1K
14,987
+0%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$207.2K
2,864
建仓
VERV
VERVE THERAPEUTICS INC
+$199.8K
15,045
增持
QQQ
INVESCO QQQ TR
+$198.1K
3,741
+5%
增持
AMGN
AMGEN INC
+$187.5K
2,116
+47%
增持
PG
PROCTER AND GAMBLE CO
+$187.5K
11,190
+1%
减持
CAT
CATERPILLAR INC
+$185.7K
2,839
-2%
减持
MUB
ISHARES TR
-$185.7K
8,121
-17%
增持
EAGG
ISHARES TR
+$181.0K
163,576
+4%
减持
SUSB
ISHARES TR
-$174.8K
72,775
-9%
增持
AXP
AMERICAN EXPRESS CO
+$170.5K
3,828
+2%
减持
TNC
TENNANT CO
+$169.2K
13,162
-15%
减持
ABBV
ABBVIE INC
+$167.2K
6,782
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$150.2K
2,948
+29%
增持
XEL
XCEL ENERGY INC
-$148.3K
21,361
+2%
减持
MMM
3M CO
-$148.3K
30,450
-1%
增持
NOBL
PROSHARES TR
+$145.1K
3,755
+52%
增持
V
VISA INC
+$139.5K
6,002
+2%
增持
BNY
BANK NEW YORK MELLON CORP
+$139.1K
6,504
+44%
减持
ORCL
ORACLE CORP
-$133.6K
10,130
-24%
增持
PEP
PEPSICO INC
+$131.5K
10,232
+5%
减持
VXF
VANGUARD INDEX FDS
+$130.9K
15,854
-2%
减持
CSCO
CISCO SYS INC
-$127.2K
7,496
-24%
减持
INTC
INTEL CORP
-$117.7K
15,364
-3%
减持
DSI
ISHARES TR
+$116.5K
38,399
-7%
减持
GOOGL
ALPHABET INC CAP
-$115.0K
15,024
-12%
增持
BA
BOEING CO
-$113.7K
2,330
+8%
减持
TECH
BIO-TECHNE CORP
-$112.0K
5,256
-16%
增持
ITOT
ISHARES TR
+$110.2K
10,221
+1%
减持
GGG
GRACO INC
+$106.3K
23,639
-2%
减持
VV
VANGUARD INDEX FDS
-$105.0K
1,200
-33%
增持
NFLX
NETFLIX INC
+$104.7K
849
+1%
增持
BAC
BANK AMERICA CORP
+$100.6K
23,592
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$89.9K
1,073
+7%
增持
AVGO
BROADCOM INC
+$87.1K
249
+14%
增持
DXCM
DEXCOM INC
+$84.0K
4,643
+3%
增持
USB
US BANCORP DEL
+$83.6K
56,568
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$82.8K
906
+8%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$82.5K
2,140
-0%
增持
SOXX
ISHARES TR
+$82.1K
2,362
+201%
减持
HD
HOME DEPOT INC
+$80.9K
4,061
-5%
增持
VXUS
VANGUARD STAR FDS
+$79.9K
29,689
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$78.0K
4,097
-5%
减持
SPSC
SPS COMM INC
-$72.3K
7,910
-0%
增持
NUE
NUCOR CORP
+$72.1K
2,989
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$69.0K
2,308
-2%
增持
DAL
DELTA AIR LINES INC DEL
+$62.5K
6,308
+6%
增持
CVX
CHEVRON CORP
+$61.8K
4,683
+3%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$60.7K
1,787
+0%
增持
VO
VANGUARD INDEX FDS
+$60.0K
3,283
+0%
减持
MS
MORGAN STANLEY
-$57.2K
2,755
-19%
减持
CLF
CLEVELAND-CLIFFS INC
+$51.3K
46,409
-6%
减持
—
MEDTRONIC
+$49.6K
11,340
-0%
增持
FDX
FEDEX CORP
+$49.3K
864
+9%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$48.2K
3,544
+0%
增持
MA
MASTERCARD INCORPORATED
+$45.6K
526
+8%
增持
RTX
RTX CORPORATION
+$43.9K
2,974
+2%
增持
KO
COCA COLA CO
+$43.7K
9,095
+5%
减持
PFE
PFIZER INC
-$42.0K
20,971
-3%
减持
DG
DOLLAR GEN CORP
-$42.0K
1,529
-26%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$40.6K
14,894
-0%
减持
ABT
ABBOTT LABS
+$40.2K
11,592
-0%
增持
COP
CONOCOPHILLIPS
+$38.5K
2,177
+6%
增持
HRL
HORMEL FOODS CORP
+$38.1K
13,392
+0%
增持
DCI
DONALDSON INC
+$36.4K
3,880
+0%
减持
ECL
ECOLAB INC
+$35.1K
1,557
-5%
增持
KMB
KIMBERLY-CLARK CORP
+$34.1K
2,199
+7%
增持
IYW
ISHARES TR
+$30.8K
2,423
+0%
减持
—
ACCENTURE PLC IRELAND
-$29.5K
5,566
-0%
增持
MO
ALTRIA GROUP INC
+$29.5K
8,959
+0%
增持
PYPL
PAYPAL HLDGS INC
+$29.3K
4,700
+1%
增持
ONEQ
FIDELITY COMWLTH TR
+$28.8K
4,881
+1%
减持
HTGC
HERCULES CAPITAL INC
+$24.3K
23,000
-4%