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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 26
增持 70
减持 44
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AVDV
AMERICAN CENTY ETF TR
+$25.9M
2,315,295
+9%
增持
IJR
ISHARES TR
+$9.1M
776,554
+1%
减持
IJH
ISHARES TR
+$7.9M
2,296,845
-1%
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
VTV
VANGUARD INDEX FDS
+$7.5M
399,705
+3%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.4M
1,619,374
+0%
建仓
ONB
OLD NATL BANCORP IND
+$5.5M
293,406
减持
AAPL
APPLE INC
+$5.4M
242,442
-0%
减持
RBLX
ROBLOX CORP
+$5.4M
1,185,379
-6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$5.1M
209,146
+18%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$5.0M
1,300,211
-1%
增持
FNDA
SCHWAB STRATEGIC TR
+$4.8M
340,212
+21%
减持
IWM
ISHARES TR
+$4.1M
238,579
-0%
减持
IVV
ISHARES TR
+$3.6M
129,563
-0%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$3.0M
91,424
+13%
减持
SPYV
SPDR SER TR
+$2.8M
863,821
-2%
减持
EFA
ISHARES TR
+$2.0M
846,895
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.9M
51,019
-0%
增持
AMZN
AMAZON COM INC
-$1.7M
294,890
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$1.5M
20,801
+47%
增持
EAGG
ISHARES TR
+$1.5M
188,920
+14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
42,603
-5%
减持
AGG
ISHARES TR
-$1.4M
145,795
-12%
增持
ESML
ISHARES TR
+$1.4M
344,542
+2%
减持
IWP
ISHARES TR
+$1.3M
227,576
-1%
增持
MSFT
MICROSOFT CORP
+$1.1M
22,044
+18%
增持
—
SOW GOOD INC
+$1.1M
251,373
+181%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
487,458
-2%
增持
IWS
ISHARES TR
+$1.1M
81,912
+1%
减持
MMM
3M CO
+$1.1M
30,625
-0%
增持
ITOT
ISHARES TR
+$984.1K
17,448
+72%
减持
VGLT
VANGUARD SCOTTSDALE FDS
+$888.9K
276,885
-1%
建仓
MOS
MOSAIC CO
+$837.9K
31,289
减持
GIS
GENERAL MLS INC
+$797.1K
120,910
-6%
减持
IWF
ISHARES TR
+$730.2K
96,586
-1%
增持
USB
US BANCORP DEL
+$722.3K
65,890
+14%
增持
SPY
SPDR S&P 500 ETF TR
+$720.9K
23,643
+0%
减持
EFV
ISHARES TR
+$708.0K
250,638
-3%
增持
VTI
VANGUARD INDEX FDS
+$706.2K
26,809
+4%
建仓
SDY
SPDR SER TR
+$696.0K
4,900
增持
ESGD
ISHARES TR
+$678.0K
67,169
+6%
增持
SUSA
ISHARES TR
+$620.3K
61,920
+2%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$496.5K
206,959
-3%
减持
TSLA
TESLA INC
+$481.5K
7,639
-0%
减持
TGT
TARGET CORP
-$478.4K
8,308
-31%
建仓
SPYM
SPDR SER TR
+$467.1K
6,919
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$436.7K
7,339
增持
ABBV
ABBVIE INC
+$419.5K
7,932
+19%
增持
GOOG
ALPHABET INC CAP
-$419.3K
29,246
+1%
建仓
FNDF
SCHWAB STRATEGIC TR
+$416.7K
11,150
增持
FAST
FASTENAL CO
+$382.9K
18,434
+24%
增持
AXP
AMERICAN EXPRESS CO
+$381.8K
4,526
+24%
增持
UPS
UNITED PARCEL SERVICE INC
-$376.4K
784,924
+0%
建仓
GDEN
GOLDEN ENTMT INC
+$373.5K
11,750
增持
KO
COCA COLA CO
+$367.9K
13,893
+40%
增持
ORCL
ORACLE CORP
+$365.0K
10,575
+4%
减持
WFC
WELLS FARGO CO
-$333.1K
21,942
-17%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$325.4K
2,881
增持
HD
HOME DEPOT INC
+$322.5K
4,506
+3%
增持
—
ACCENTURE PLC IRELAND
+$294.6K
5,569
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$289.9K
7,819
-7%
增持
WMT
WALMART INC
+$285.5K
15,518
+9%
增持
HYG
ISHARES TR
+$284.2K
8,150
+70%
建仓
DHR
DANAHER CORPORATION
+$278.0K
1,000
清仓
F
FORD MTR CO DEL
-$265.2K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$264.7K
13,479
+0%
清仓
ELF
E L F BEAUTY INC
-$260.4K
0
-100%
建仓
HEI
HEICO CORP
+$258.9K
990
建仓
SPGI
S&P GLOBAL INC
+$258.8K
501
清仓
—
LAM RESEARCH CORP
-$256.6K
0
-100%
建仓
—
ON HLDG AG
+$255.8K
5,100
清仓
VIGI
VANGUARD WHITEHALL FDS
-$251.8K
0
-100%
清仓
IXUS
ISHARES TR
-$250.1K
0
-100%
增持
ABT
ABBOTT LABS
+$249.6K
13,788
+8%
增持
—
EXXON MOBIL CORP
+$247.7K
17,331
+12%
增持
ADI
ANALOG DEVICES INC
+$243.2K
4,015
+35%
清仓
SO
SOUTHERN CO
-$242.1K
0
-100%
建仓
SCHK
SCHWAB STRATEGIC TR
+$241.1K
4,361
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$237.2K
0
-100%
建仓
—
CHUBB LIMITED
+$237.1K
822
建仓
NOW
SERVICENOW INC
+$234.3K
262
增持
ECL
ECOLAB INC
+$233.3K
2,459
+48%
增持
GE
GE AEROSPACE
+$230.4K
7,731
+0%
减持
DMXF
ISHARES TR
+$227.9K
53,741
-1%
减持
XEL
XCEL ENERGY INC
+$227.5K
20,825
-2%
增持
—
AON PLC
+$226.5K
4,205
+1%
建仓
RBA
RB GLOBAL INC
+$226.3K
2,812
建仓
CSGP
COSTAR GROUP INC
+$223.3K
2,960
增持
NVDA
NVIDIA CORPORATION
+$220.3K
71,840
+4%
增持
V
VISA INC
+$220.0K
6,397
+9%
建仓
SBUX
STARBUCKS CORP
+$219.0K
2,246
建仓
EBAY
EBAY INC.
+$218.1K
3,349
建仓
PHM
PULTE GROUP INC
+$215.3K
1,500
增持
VXF
VANGUARD INDEX FDS
+$213.6K
15,961
+0%
清仓
NVO
NOVO-NORDISK A S
-$212.1K
0
-100%
建仓
LNT
ALLIANT ENERGY CORP
+$208.1K
3,429
建仓
UNP
UNION PAC CORP
+$207.8K
843
清仓
EXPD
EXPEDITORS INTL WASH INC
-$207.0K
0
-100%
建仓
SCHC
SCHWAB STRATEGIC TR
+$204.2K
5,299
增持
CRM
SALESFORCE INC
+$204.0K
1,618
+74%
增持
SOLV
SOLVENTUM CORP
+$204.0K
8,723
+14%
建仓
DES
WISDOMTREE TR
+$203.7K
5,906
清仓
CPHC
CANTERBURY PK HLDG CORP
-$200.5K
0
-100%
建仓
MTUM
ISHARES TR
+$200.1K
987
增持
—
MEDTRONIC PLC
+$198.4K
11,434
+8%
减持
COST
COSTCO WHSL CORP
-$187.5K
2,650
-11%
增持
PG
PROCTER AND GAMBLE CO
+$181.2K
12,219
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$175.1K
3,975
-2%
增持
GEV
GE VERNOVA INC
+$171.9K
1,967
+2%
增持
JNJ
JOHNSON & JOHNSON
+$169.7K
7,901
+4%
减持
MCD
MCDONALDS CORP
+$167.9K
3,824
-2%
增持
VOO
VANGUARD INDEX FDS
+$161.5K
5,085
+1%
增持
AMAT
APPLIED MATLS INC
-$160.9K
4,758
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$149.9K
14,768
-0%
减持
USXF
ISHARES TR
+$142.1K
70,241
-1%
增持
VXUS
VANGUARD STAR FDS
+$140.2K
30,030
+0%
减持
INTC
INTEL CORP
-$134.7K
14,750
-5%
增持
VO
VANGUARD INDEX FDS
+$130.3K
3,201
+9%
减持
CAT
CATERPILLAR INC
+$128.5K
2,326
-1%
增持
CLF
CLEVELAND-CLIFFS INC
-$121.4K
46,424
+0%
增持
CTAS
CINTAS CORP
+$117.8K
2,369
+349%
减持
META
META PLATFORMS INC
-$114.0K
3,628
-16%
增持
MRK
MERCK & CO INC
-$107.6K
11,834
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$105.8K
981
+8%
增持
GOOGL
ALPHABET INC CAP
+$98.3K
15,679
+14%
增持
NFLX
NETFLIX INC
+$98.0K
946
+11%
减持
DIS
DISNEY WALT CO
-$98.0K
7,304
-9%
增持
BABA
ALIBABA GROUP HLDG LTD
+$96.6K
2,828
+0%
减持
MGK
VANGUARD WORLD FD
+$91.9K
21,977
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$90.8K
5,283
+1%
增持
DVY
ISHARES TR
+$88.4K
2,288
+25%
减持
PM
PHILIP MORRIS INTL INC
+$85.3K
5,431
-4%
增持
PEP
PEPSICO INC
+$82.2K
10,642
+2%
减持
BNY
BANK NEW YORK MELLON CORP
-$77.8K
3,504
-36%
减持
LLY
ELI LILLY & CO
-$75.9K
3,203
-0%
减持
PYPL
PAYPAL HLDGS INC
+$69.0K
4,344
-7%
增持
SCHG
SCHWAB STRATEGIC TR
+$66.9K
11,470
+3%
建仓
—
REVANCE THERAPEUTICS INC
+$66.7K
12,845
增持
SCHF
SCHWAB STRATEGIC TR
+$66.0K
7,937
+17%
增持
RTX
RTX CORPORATION
+$64.1K
2,996
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$61.4K
5,315
-26%
减持
DSI
ISHARES TR
+$60.7K
37,834
-3%
增持
SUSB
ISHARES TR
+$59.3K
73,344
+1%
增持
IWO
ISHARES TR
+$58.8K
2,616
+0%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$54.8K
3,527
-1%
减持
MUB
ISHARES TR
-$53.4K
7,629
-8%
增持
MO
ALTRIA GROUP INC
+$49.3K
8,964
+0%
减持
CSCO
CISCO SYS INC
+$47.9K
8,904
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$47.8K
1,021
+0%
增持
BAC
BANK AMERICA CORP
+$46.0K
24,321
+5%
增持
QQQ
INVESCO QQQ TR
+$41.9K
3,776
+0%
