小隐寺数据中心API 小隐寺主站

Accel Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Accel Wealth Management

报告期 2026-03-31 · CIK 0001838226

持仓数

290

前50大市值合计

$240.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DGRO ISHARES TR

CORE DIV GRWTH

$17.1M

243,000

7.1%

VNLA JANUS DETROIT STR TR

HENDRSN SHRT ETF

$16.8M

344,628

7.0%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$12.0M

411,190

5.0%

VTV VANGUARD INDEX FDS

VALUE ETF

$9.4M

47,687

3.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$9.2M

28,662

3.8%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$7.8M

114,647

3.3%

AAPL APPLE INC

COM

$7.2M

28,436

3.0%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$6.8M

36,751

2.8%

AMZN AMAZON COM INC

COM

$6.6M

31,740

2.8%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$6.5M

153,788

2.7%

ITA ISHARES TR

US AER DEF ETF

$6.3M

28,809

2.6%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$6.3M

118,843

2.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$6.3M

10,831

2.6%

PTY PIMCO CORPORATE & INCOME OPP

COM

$6.1M

504,396

2.5%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$5.8M

39,162

2.4%

NVDA NVIDIA CORPORATION

COM

$5.7M

32,690

2.4%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$5.3M

133,035

2.2%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$5.2M

102,658

2.2%

AGG ISHARES TR

CORE US AGGBD ET

$4.9M

49,321

2.0%

GLD SPDR GOLD TR

GOLD SHS

$4.5M

10,513

1.9%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$4.5M

14,774

1.9%

GOOGL ALPHABET INC

CAP STK CL A

$4.4M

15,299

1.8%

XMMO INVESCO EXCHANGE TRADED FD T

S&P MDCP MOMNTUM

$4.1M

28,552

1.7%

IGEB ISHARES TR

INVESTMENT GRADE

$4.0M

89,157

1.7%

DE DEERE & CO

COM

$4.0M

7,123

1.7%

KCE SPDR SERIES TRUST

STATE STREET SPD

$3.5M

25,763

1.5%

MSFT MICROSOFT CORP

COM

$3.5M

9,495

1.5%

ANGL VANECK ETF TRUST

FALLEN ANGEL HG

$3.4M

117,895

1.4%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$3.3M

5,604

1.4%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$3.2M

14,741

1.3%

KMI KINDER MORGAN INC DEL

COM

$2.9M

86,775

1.2%

RTX RTX CORPORATION

COM

$2.8M

14,661

1.2%

BUFQ FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$2.8M

79,448

1.2%

IMCG ISHARES TR

MRGSTR MD CP GRW

$2.7M

33,867

1.1%

VDE VANGUARD WORLD FD

ENERGY ETF

$2.4M

14,029

1.0%

RDVI FIRST TR EXCHANGE-TRADED FD

FT VEST RIS

$2.4M

94,677

1.0%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$2.4M

61,225

1.0%

JPM JPMORGAN CHASE & CO

COM

$2.4M

8,083

1.0%

VRP INVESCO EXCH TRADED FD TR II

VAR RATE PFD

$2.4M

98,926

1.0%

SHLD GLOBAL X FDS

DEFENSE TECH ETF

$2.3M

32,128

0.9%

ISPY PROSHARES TR

S&P 500 HIGH INC

$2.3M

51,990

0.9%

INTC INTEL CORP

COM

$2.2M

50,784

0.9%

PEP PEPSICO INC

COM

$2.2M

14,218

0.9%

VDC VANGUARD WORLD FD

CONSUM STP ETF

$2.1M

9,390

0.9%

JPEM J P MORGAN EXCHANGE TRADED F

DIV RTN EM EQT

$2.1M

33,883

0.9%

VPU VANGUARD WORLD FD

UTILITIES ETF

$2.1M

10,353

0.9%

AVGO BROADCOM INC

COM

$2.1M

6,627

0.9%

XEVTX EATON VANCE TAX ADVT DIV INC

COM

$2.0M

82,631

0.8%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$2.0M

13,521

0.8%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$1.9M

57,387

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

DGRO7.1%VNLA7.0%SCHG5.0%VTV3.9%VTI3.8%RDVY3.3%