小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 56
减持 67
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$50.0M
555,152
-57%
增持
IJH
ISHARES TR
+$23.7M
2,677,120
+17%
减持
EFA
ISHARES TR
-$12.0M
777,672
-8%
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
AGG
ISHARES TR
-$9.9M
50,273
-66%
减持
AMZN
AMAZON COM INC
+$8.7M
289,989
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$8.1M
784,749
-0%
减持
—
1/100 BERKSHIRE HATHAWAY INC
-$7.7M
8,000
-11%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$7.1M
179,029
-35%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.6M
57,795
+36%
增持
MSFT
MICROSOFT CORP
+$6.4M
37,584
+70%
减持
RBLX
ROBLOX CORP
+$5.2M
996,864
-16%
减持
AAPL
APPLE INC
+$3.7M
240,256
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.4M
466,261
-4%
增持
AVDV
AMERICAN CENTY ETF TR
-$3.4M
2,462,412
+6%
增持
FNDA
SCHWAB STRATEGIC TR
+$3.1M
787,588
+131%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.9M
4,874,788
+201%
增持
VTV
VANGUARD INDEX FDS
+$2.7M
427,958
+7%
减持
SPYV
SPDR SER TR
-$2.3M
847,176
-2%
减持
IWF
ISHARES TR
+$2.3M
95,928
-1%
减持
IJR
ISHARES TR
-$2.0M
770,789
-1%
减持
IWP
ISHARES TR
+$1.6M
223,403
-2%
减持
IVV
ISHARES TR
+$1.3M
129,168
-0%
减持
GIS
GENERAL MLS INC
-$1.2M
120,669
-0%
增持
EFV
ISHARES TR
-$1.1M
254,015
+1%
增持
GOOG
ALPHABET INC
+$1.0M
30,997
+6%
减持
NVDA
NVIDIA CORPORATION
+$920.4K
71,820
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$874.7K
220,544
+5%
建仓
EUSB
ISHARES TR
+$838.7K
19,743
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$817.6K
51,024
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$760.0K
7,535
-4%
减持
TSLA
TESLA INC
+$758.9K
6,828
-11%
减持
ESGD
ISHARES TR
-$698.3K
65,082
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$641.3K
20,973
+1%
减持
ONB
OLD NATL BANCORP IND
+$559.1K
278,002
-5%
减持
EAGG
ISHARES TR
-$544.9K
185,932
-2%
减持
AMAT
APPLIED MATLS INC
-$517.5K
2,730
-43%
减持
MMM
3M CO
-$482.4K
28,693
-6%
增持
GOOGL
ALPHABET INC
+$480.9K
16,277
+4%
减持
IWS
ISHARES TR
-$464.6K
80,163
-2%
增持
SUSB
ISHARES TR
+$463.6K
93,480
+27%
增持
USXF
ISHARES TR
+$417.8K
77,739
+11%
增持
QQQ
INVESCO QQQ TR
+$411.4K
4,410
+17%
增持
SPY
SPDR S&P 500 ETF TR
+$408.8K
23,843
+1%
增持
VTI
VANGUARD INDEX FDS
+$404.7K
27,591
+3%
减持
PEP
PEPSICO INC
-$395.8K
9,298
-13%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$373.2K
94,027
+3%
建仓
FISV
FISERV INC
+$361.3K
1,759
增持
TMCI
TREACE MED CONCEPTS INC
+$343.8K
100,000
+45%
增持
LLY
ELI LILLY & CO
-$331.6K
3,246
+1%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$325.4K
0
-100%
减持
IWM
ISHARES TR
-$323.4K
237,040
-1%
建仓
DELL
DELL TECHNOLOGIES INC
+$322.2K
2,796
减持
GE
GE AEROSPACE
-$298.9K
6,948
-10%
增持
TCMD
TACTILE SYS TECHNOLOGY INC
+$292.4K
115,435
+0%
减持
MGK
VANGUARD WORLD FD
+$292.0K
21,454
-2%
减持
ADI
ANALOG DEVICES INC
-$291.0K
2,980
-26%
清仓
DHR
DANAHER CORPORATION
-$278.0K
0
-100%
清仓
HEI
HEICO CORP
-$258.9K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$258.8K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$256.0K
11,096
-9%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$254.3K
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$252.8K
9,226
清仓
CMCSA
COMCAST CORP
-$248.2K
0
-100%
清仓
NOW
SERVICENOW INC
-$234.3K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$231.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$229.9K
2,797
-28%
建仓
GS
GOLDMAN SACHS GROUP INC
+$226.8K
396
清仓
RBA
RB GLOBAL INC
-$226.3K
0
-100%
清仓
TLT
ISHARES TR 20 YR TR
-$225.9K
0
-100%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$224.8K
201,257
-3%
清仓
CSGP
COSTAR GROUP INC
-$223.3K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$221.1K
2,923
清仓
SBUX
STARBUCKS CORP
-$219.0K
0
-100%
建仓
BLK
BLACKROCK INC
+$217.3K
212
清仓
PHM
PULTE GROUP INC
-$215.3K
0
-100%
减持
MOS
MOSAIC CO
-$211.8K
25,474
-19%
减持
—
EXXON MOBIL CORP
-$209.3K
16,940
-2%
建仓
HWM
HOWMET AEROSPACE INC
+$208.5K
1,906
清仓
UNP
UNION PAC CORP
-$207.8K
0
-100%
建仓
BROS
DUTCH BROS INC
+$206.7K
3,947
清仓
SCHC
SCHWAB STRATEGIC TR
-$204.2K
0
-100%
增持
AVGO
BROADCOM INC
+$200.7K
2,599
+12%
清仓
XLV
SCHWAB STRATEGIC TR
-$200.7K
0
-100%
建仓
KBDC
KAYNE ANDERSON BDC INC
+$195.6K
11,824
减持
VXUS
VANGUARD INDEX FDS
-$180.0K
29,937
-0%
增持
TNC
TENNANT CO
-$175.8K
13,348
+1%
增持
ELV
ELEVANCE HEALTH INC
-$174.4K
1,237
+2%
减持
MRK
MERCK & CO INC
-$173.2K
11,769
-1%
增持
HUBS
HUBSPOT INC
+$165.2K
598
+26%
减持
SHOP
SHOPIFY INC
+$165.0K
6,421
-1%
减持
SUSA
ISHARES TR
-$161.9K
59,968
-3%
增持
TGT
TARGET CORP
-$157.7K
8,412
+1%
增持
CLF
CLEVELAND-CLIFFS INC
-$156.4K
46,429
+0%
增持
USB
US BANCORP DEL
+$153.1K
66,198
+0%
减持
DSI
ISHARES TR
-$151.0K
35,964
-5%
增持
VTEB
VANGUARD MUN BD FDS
+$147.6K
8,333
+58%
减持
AMT
AMERICAN TOWER CORP
-$144.8K
1,101
-26%
减持
V
VISA INC COM
+$142.8K
6,017
-6%
增持
DIS
DISNEY WALT CO
+$138.7K
7,555
+3%
增持
AMGN
AMGEN INC
-$129.6K
2,127
+0%
增持
ABBV
ABBVIE INC
-$128.7K
8,091
+2%
增持
KO
COCA COLA CO
-$125.7K
14,015
+1%
减持
FAST
FASTENAL CO
-$121.7K
16,616
-10%
减持
CTAS
CINTAS CORP
-$117.0K
2,030
-14%
增持
—
HEARTLAND FINL USA INC
+$112.8K
19,860
+2%
增持
—
MEDTRONIC PLC
-$112.7K
11,476
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$108.4K
958
-2%
增持
DVY
ISHARES TR
+$103.3K
3,141
+37%
增持
AMD
ADVANCED MICRO DEVICES INC
-$101.0K
2,557
+2%
增持
META
META PLATFORMS INC
+$100.2K
3,718
+2%
增持
NUE
NUCOR CORP
-$100.0K
3,020
+0%
减持
HD
HOME DEPOT INC
-$96.7K
4,445
-1%
减持
NFLX
NETFLIX INC
+$94.7K
859
-9%
增持
JNJ
JOHNSON & JOHNSON
-$94.6K
8,199
+4%
增持
ZTS
ZOETIS INC
-$92.6K
3,023
+1%
减持
WMT
WALMART INC
+$92.3K
14,891
-4%
减持
VO
VANGUARD INDEX FDS
-$88.8K
2,861
-11%
增持
VOO
VANGUARD INDEX FDS
+$88.3K
5,144
+1%
增持
IWB
ISHARES TR
+$84.8K
10,867
+0%
增持
COST
COSTCO WHSL CORP
+$84.7K
2,657
+0%
减持
CAT
CATERPILLAR INC
-$80.2K
2,286
-2%
减持
BAC
BANK AMERICA CORP
+$80.2K
23,783
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$78.8K
45,704
+298%
减持
PFE
PFIZER INC
-$77.4K
19,093
-5%
增持
SPSC
SPS COMM INC
-$77.2K
7,927
+0%
减持
INTC
INTEL CORP
-$74.5K
13,541
-8%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$73.8K
2,176
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$72.9K
1,697
+146%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$70.4K
14,754
-0%
减持
PM
PHILIP MORRIS INTL INC
-$69.4K
4,902
-10%
减持
IWD
ISHARES TR
-$67.5K
14,204
-0%
清仓
—
REVANCE THERAPEUTICS INC
-$66.7K
0
-100%
减持
AAXJ
ISHARES TR
-$64.9K
6,034
-5%
增持
TECH
BIO-TECHNE CORP
+$63.7K
5,727
+31%
减持
ECL
ECOLAB INC
-$62.1K
2,414
-2%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$61.6K
3,446
-2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$61.0K
9,825
+20%
增持
BABA
ALIBABA GROUP HLDG LTD
-$60.0K
2,832
+0%
增持
CSCO
CISCO SYS INC
+$58.8K
8,998
+1%
减持
AXP
AMERICAN EXPRESS CO
+$56.6K
4,327
-4%
减持
KMB
KIMBERLY-CLARK CORP
-$54.2K
1,830
-11%
减持
DAL
DELTA AIR LINES INC DEL
+$54.0K
5,754
-1%
减持
ESML
ISHARES TR
-$53.6K
341,382
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$51.9K
2,024
+1%
减持
TRV
TRAVELERS COMPANIES INC
+$51.6K
8,207
-0%
增持
ABT
ABBOTT LABS
+$48.9K
14,330
+4%
减持
QCOM
QUALCOMM INC
-$48.8K
2,321
-3%
增持
—
DURECT CORP
-$48.5K
91,919
+5%
减持
NEE
NEXTERA ENERGY INC
-$48.5K
3,762
-0%
减持
—
AON PLC
+$47.8K
4,184
-0%
