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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 69
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$63.9M
80
清仓
—
1/100 BERKSHIRE HATHAWAY INC
-$54.5M
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$22.2M
159,831
-71%
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
AMZN
AMAZON COM INC
-$15.0M
255,468
-12%
增持
AVDV
AMERICAN CENTY ETF TR
+$13.0M
2,483,580
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$12.7M
784,421
-0%
减持
IJH
ISHARES TR
-$10.9M
2,671,642
-0%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$9.7M
4,100
-98%
减持
AAPL
APPLE INC
-$9.0M
230,314
-4%
增持
IJR
ISHARES TR
-$7.6M
776,706
+1%
减持
EFA
ISHARES TR
-$6.3M
642,312
-17%
减持
IWM
ISHARES TR
-$6.2M
231,388
-2%
增持
SCHB
SCHWAB STRATEGIC TR
-$5.3M
4,893,337
+0%
增持
VTV
VANGUARD INDEX FDS
+$4.5M
445,690
+4%
减持
IWF
ISHARES TR
-$4.1M
95,383
-1%
减持
IVV
ISHARES TR
-$3.9M
128,458
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.3M
55,477
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.3M
373,976
-20%
减持
IWP
ISHARES TR
-$2.8M
217,406
-3%
减持
NVDA
NVIDIA CORPORATION
-$1.9M
71,248
-1%
减持
RBLX
ROBLOX CORP
-$1.9M
956,895
-4%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$1.8M
112,931
+20%
增持
EAGG
ISHARES TR
+$1.8M
219,617
+18%
减持
AGG
ISHARES TR
-$1.8M
31,262
-38%
减持
MSFT
MICROSOFT CORP
-$1.8M
37,467
-0%
减持
EFV
ISHARES TR
+$1.5M
252,005
-1%
增持
SUSB
ISHARES TR
+$1.3M
145,273
+55%
清仓
—
HEARTLAND FINL USA INC
-$1.2M
0
-100%
建仓
UMBF
UMB FINL CORP
+$1.1M
10,921
减持
SPYV
SPDR SER TR
-$1.1M
826,968
-2%
增持
DMXF
ISHARES TR
+$1.1M
73,051
+23%
减持
TSLA
TESLA INC
-$1.1M
6,456
-5%
减持
IWS
ISHARES TR
-$1.0M
74,197
-7%
减持
PRFZ
INVESCO EXCHANGE TRADED FD
-$996.9K
194,861
-3%
减持
MGK
VANGUARD WORLD FD
-$967.5K
20,720
-3%
增持
GOOG
ALPHABET INC
-$950.9K
31,698
+2%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$950.3K
215,258
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$935.9K
9,065
+20%
增持
ESML
ISHARES TR
-$836.2K
351,963
+3%
减持
GOOGL
ALPHABET INC
-$793.0K
14,797
-9%
增持
DVY
ISHARES TR
+$737.1K
8,560
+173%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$667.4K
51,071
+0%
增持
EUSB
ISHARES TR
+$602.7K
33,273
+69%
减持
VTI
VANGUARD INDEX FDS
-$570.7K
27,017
-2%
减持
GIS
GENERAL MLS INC
-$524.9K
119,922
-1%
减持
MMM
3M CO
+$499.9K
28,625
-0%
减持
DSI
ISHARES TR
-$461.2K
34,213
-5%
增持
SPY
SPDR S&P 500 ETF TR
-$460.1K
24,158
+1%
减持
USB
US BANCORP DEL
-$459.9K
64,101
-3%
减持
TCMD
TACTILE SYS TECHNOLOGY INC
-$452.7K
115,335
-0%
减持
SUSA
ISHARES TR
-$429.9K
59,733
-0%
减持
SPSC
SPS COMM INC
-$407.1K
7,921
-0%
建仓
EXPE
EXPEDIA GROUP INC
+$363.4K
2,162
增持
TRV
TRAVELERS COMPANIES INC
+$313.8K
8,662
+6%
减持
ORCL
ORACLE CORP
-$307.9K
10,706
-1%
增持
—
EXXON MOBIL CORP
+$276.8K
17,649
+4%
增持
GE
GE AEROSPACE
+$276.7K
7,173
+3%
建仓
AMP
AMERIPRISE FINL INC
+$275.0K
568
建仓
GLD
SPDR GOLD TR
+$267.4K
928
减持
ABT
ABBOTT LABS
+$262.1K
14,195
-1%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$260.2K
5,737
建仓
IJJ
ISHARES TR
+$259.5K
2,167
减持
ABBV
ABBVIE INC
+$250.6K
8,058
-0%
建仓
APD
AIR PRODS & CHEMS INC
+$236.2K
801
减持
—
ACCENTURE PLC IRELAND
-$235.0K
5,540
-1%
增持
JNJ
JOHNSON & JOHNSON
+$226.1K
8,514
+4%
清仓
FDX
FEDEX CORP
-$225.1K
0
-100%
建仓
BKMC
BNY MELLON ETF TRUST
+$222.9K
2,331
清仓
ADBE
ADOBE INC
-$215.8K
0
-100%
增持
FNDA
SCHWAB STRATEGIC TR
-$215.0K
846,162
+7%
建仓
SO
SOUTHERN CO
+$213.9K
2,326
增持
V
VISA INC COM
+$213.8K
6,036
+0%
建仓
UNP
UNION PAC CORP
+$213.3K
903
建仓
SCHA
SCHWAB STRATEGIC TR
+$211.1K
9,009
增持
LLY
ELI LILLY & CO
+$210.8K
3,290
+1%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$206.8K
4,084
清仓
MTUM
ISHARES TR
-$204.2K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$204.0K
4,507
清仓
DES
WISDOMTREE TR
-$202.9K
0
-100%
清仓
RPG
INVESCO EXCHANGE TRADED FD
-$200.9K
0
-100%
减持
MRK
MERCK & CO INC
-$200.3K
10,811
-8%
建仓
MSDL
MORGAN STANLEY DIRECT LENDIN
+$199.6K
10,000
增持
TGT
TARGET CORP
-$187.6K
9,099
+8%
增持
—
AON PLC
+$182.2K
4,222
+1%
减持
AVGO
BROADCOM INC
-$181.8K
2,512
-3%
减持
WFC
WELLS FARGO CO
-$177.6K
14,607
-16%
减持
PM
PHILIP MORRIS INTL INC
+$177.2K
4,833
-1%
减持
ITOT
ISHARES TR
-$171.6K
16,887
-3%
增持
VO
VANGUARD INDEX FDS
+$168.3K
3,573
+25%
增持
IWB
ISHARES TR
-$165.7K
10,873
+0%
减持
KBWB
INVESCO EXCH TRADED FD TR
-$164.6K
3,544
-40%
增持
IWD
ISHARES TR
+$164.0K
14,847
+5%
增持
—
MEDTRONIC PLC
+$158.3K
11,963
+4%
减持
VTEB
VANGUARD MUN BD FDS
-$155.5K
5,284
-37%
增持
VB
VANGUARD INDEX FDS
-$152.6K
13,933
+3%
增持
KO
COCA COLA CO
+$145.5K
14,215
+1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$141.0K
2,882
+2%
减持
ESGD
ISHARES TR
+$134.4K
62,306
-4%
减持
SOXX
ISHARES TR
-$130.4K
2,016
-15%
增持
SCHG
SCHWAB STRATEGIC TR
-$129.3K
45,705
+0%
增持
MCD
MCDONALDS CORP
+$124.6K
3,987
+3%
减持
AAXJ
ISHARES TR
-$123.7K
4,214
-30%
增持
QQQ
INVESCO QQQ TR
-$122.3K
4,547
+3%
增持
AMGN
AMGEN INC
+$119.8K
2,164
+2%
增持
CVX
CHEVRON CORP
+$119.3K
5,288
+0%
减持
VV
VANGUARD INDEX FDS
-$117.5K
865
-31%
增持
AXP
AMERICAN EXPRESS CO
-$116.1K
4,341
+0%
增持
FAST
FASTENAL CO
+$114.7K
16,887
+2%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$113.7K
3,799
+6%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$108.0K
2,146
-1%
增持
KBDC
KAYNE ANDERSON BDC INC
+$105.8K
18,578
+57%
减持
DIS
DISNEY WALT CO
-$104.3K
7,466
-1%
增持
ECL
ECOLAB INC
+$102.0K
2,634
+9%
增持
DAL
DELTA AIR LINES INC DEL
-$95.7K
5,791
+1%
增持
COST
COSTCO WHSL CORP
+$95.0K
2,674
+1%
减持
PYPL
PAYPAL HLDGS INC
-$93.1K
4,292
-2%
减持
CRM
SALESFORCE INC
-$87.7K
1,203
-2%
减持
IWO
ISHARES TR
-$87.0K
2,606
-0%
减持
VXUS
VANGUARD STAR FDS
+$86.8K
29,806
-0%
增持
HD
HOME DEPOT INC
-$86.0K
4,484
+1%
减持
WMT
WALMART INC
-$84.2K
14,366
-4%
增持
IEFA
ISHARES TR
+$78.8K
6,861
+10%
增持
XEL
XCEL ENERGY INC
+$77.5K
20,967
+1%
减持
SLYV
SPDR SER TR
-$76.0K
7,935
-1%
减持
SHOP
SHOPIFY INC
-$76.0K
6,355
-1%
增持
CAT
CATERPILLAR INC
-$74.8K
2,288
+0%
减持
GEV
GE VERNOVA INC
-$74.7K
1,875
-5%
增持
META
META PLATFORMS INC
+$70.4K
3,899
+5%
增持
MO
ALTRIA GROUP INC
+$69.6K
8,710
+1%
增持
HUBS
HUBSPOT INC
-$68.2K
610
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$65.5K
14,757
+0%
增持
T
AT&T INC
+$65.3K
11,333
+1%
增持
CTAS
CINTAS CORP
+$62.2K
2,107
+4%
增持
XLK
SELECT SECTOR SPDR TR
-$59.4K
2,862
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$56.9K
17,771
+12%
增持
VOOG
VANGUARD ADMIRAL FDS INC
-$56.3K
1,788
+0%
增持
IJK
ISHARES TR
+$53.5K
4,082
+30%
增持
BNY
BANK NEW YORK MELLON CORP
+$52.4K
3,835
+9%
增持
FISV
FISERV INC
+$50.1K
1,863
+6%
增持
TECH
BIO-TECHNE CORP
-$49.4K
6,192
+8%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$48.2K
3,935
+14%
增持
BAC
BANK AMERICA CORP
-$47.1K
23,919
+1%
增持
BROS
DUTCH BROS INC
+$46.0K
4,094
+4%
增持
—
ROYAL CARIBBEAN GROUP
-$45.6K
2,229
+2%
增持
AMAT
APPLIED MATLS INC
-$45.3K
2,747
+1%
减持
IVW
ISHARES TR
-$45.2K
4,638
-1%
增持
EMR
EMERSON ELEC CO
-$43.8K
3,111
+0%
增持
HWM
HOWMET AEROSPACE INC
+$43.6K
1,943
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$43.4K
5,402
+5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$43.2K
2,148
+6%
