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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
$240.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 25
增持 112
减持 10
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD TOTAL STK MKT ETF
+$3.0M
15,974
+295%
增持
DGRO
ISHARES TRUST CORE DIV GRWTH ETF
+$2.7M
150,126
+34%
增持
FTSL
FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF
+$1.9M
121,110
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。
+49%
增持
VUG
VANGUARD GROWTH ETF
+$1.6M
7,360
+188%
增持
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
+$1.6M
10,639
+44%
增持
QYLD
GLOBAL X FDS NASDAQ 100 COVER ETF
+$1.3M
151,471
+66%
增持
XEVTX
EATON VANCE TAX-ADVANTAGED DIV COM
+$1.3M
118,025
+44%
增持
VHT
VANGUARD HEALTH CAR ETF
+$1.2M
7,117
+172%
增持
AAPL
APPLE INC COM
+$1.1M
26,193
+5%
增持
VDC
VANGUARD CONSUM STP ETF
+$1.1M
7,501
+208%
建仓
JEPI
JP MORGAN ETF TRUST EQUITY PREMIUM INCOME ETF
+$929.0K
14,704
增持
VOE
VANGUARD MCAP VL IDXVIP ETF
+$778.0K
20,680
+24%
增持
RDVY
FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF
+$773.0K
38,060
+51%
增持
ANGL
VANECK ETF TRUST FALLEN ANGEL HIGH YLD BD EF
+$764.0K
122,890
+24%
增持
UTF
COHEN & STEERS INFRASTRUCTURE COM
+$748.0K
104,845
+27%
增持
GAB
GABELLI EQUITY TRUST INC COM
+$724.0K
292,665
+41%
增持
IMCG
ISHARES TRUST MRGSTR MD CP GRW ETF
+$712.0K
30,637
+38%
增持
VPU
VANGUARD UTILITIES ETF
+$679.0K
7,926
+96%
增持
HNDL
STRATEGY SHARES NS 7HANDL IDX ETF
+$669.0K
88,625
+35%
增持
RVT
ROYCE VALUE TRUST INC COM
+$667.0K
99,726
+40%
增持
PFFD
GLOBAL X FDS US PFD ETF
+$623.0K
68,789
+54%
建仓
CWB
SPDR BLOOMBERG
+$607.0K
7,326
增持
PGF
INVESCO EXCHANGE TRADED FD TR FINL PFD ETF
+$583.0K
174,966
+22%
增持
BUG
GLOBAL X FDS CYBRSCURTY ETF
+$552.0K
22,330
+333%
增持
DE
DEERE & CO COM
+$540.0K
4,364
+53%
增持
MSFT
MICROSOFT CORP COM
+$525.0K
5,404
+18%
增持
BCD
ABERDEEN STANDARD INVESTS ETFS ABRDN BLMBRG COMDTY LNGR DATD
+$504.0K
19,891
+509%
增持
XLU
SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF
+$481.0K
29,314
+16%
增持
PEP
PEPSICO INC COM
+$467.0K
11,752
+12%
增持
—
NATIXIS ETF TRUST LOOMIS SAYLES ETF
+$432.0K
118,767
+19%
增持
DRIV
GLOBAL X FDS AUTONMOUS EV ETF
+$408.0K
14,238
+1324%
减持
VYM
VANGUARD HIGH DIV YLD ETF
+$394.0K
46,185
-0%
增持
XLI
SELECT SECTOR SPDR TRUST SBI INT-INDS ETF
+$391.0K
3,899
+1625%
增持
VOO
VANGUARD S&P 500 ETF SHS
+$387.0K
3,229
+25%
建仓
EWT
ISHARES INC MSCI TAIWAN ETF
+$376.0K
5,643
增持
FTGC
FIRST TRUST EXCHANGE-TRADED FU FST TR GLB FD ETF
+$365.0K
18,887
+543%
增持
VBK
VANGUARD SML CP GRW ETF
+$340.0K
7,065
+20%
增持
XMMO
INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF
+$338.0K
9,326
+54%
增持
—
BARCLAYS BANK PLC IPATH SHILLER CAPE ETN
+$333.0K
162,610
+2%
增持
FUTY
FIDELITY COVINGTON TRUST MSCI UTILS INDEX ETF
+$332.0K
9,534
+255%
增持
HD
HOME DEPOT INC COM
+$319.0K
990
+252%
增持
NVDA
NVIDIA CORP COM
+$312.0K
2,876
+12%
建仓
LIT
GLOBAL X FDS LITHIUM BTRY ETF
+$300.0K
3,551
减持
QCLN
FIRST TRUST EXCHANGE-TRADED FU NAS CLNEDG GREEN ETF
-$292.0K
2,720
-64%
增持
GOOGL
ALPHABET INC COM CL A
+$286.0K
1,174
+1%
清仓
—
COLUMBIA PROPERTY TRUST INC COM USD0.01
-$282.0K
0
-100%
增持
CSB
VICTORY PORTFOLIOS II VCSHS US SMCP HG ETF
+$278.0K
15,045
+34%
增持
FVD
FIRST TST VALUE LI SHS ETF
+$273.0K
52,531
+4%
增持
FPX
FIRST TRUST EXCHANGE TRADED FD US EQTY OPPT ETF
+$267.0K
15,000
+18%
增持
PAVE
GLOBAL X FDS US INFR DEV ETF
+$261.0K
17,075
+88%
增持
VIG
VANGUARD DIV APP ETF
+$258.0K
7,799
+11%
增持
BHK
BLACKROCK CORE BOND TRUST SHS BEN INT
+$258.0K
61,204
+35%
增持
FPXI
FIRST TRUST EXCH TRADED FUND 2 INTL EQUITY OPP ETF
-$253.0K
54,240
+3%
增持
BX
BLACKSTONE INC COM
+$250.0K
13,134
+5%
增持
QCOM
QUALCOMM INC COM
+$250.0K
4,621
+0%
减持
META
META PLATFORMS INC COM CL A
-$247.0K
185
-80%
增持
KCE
SPDR SERIES TRUST S&P CAP MKTS ETF
+$241.0K
11,457
+15%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$237.0K
3,843
+25%
增持
MUB
ISHARES TRUST NATIONAL MUN ETF
+$233.0K
3,338
+150%
建仓
XHE
SPDR SERIES TRUST HLTH CR EQUIP ETF
+$231.0K
1,971
增持
FMB
FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF
+$231.0K
8,647
+87%
建仓
DBEU
DBX ETF TRUST XTRACK MSCI EURP ETF
+$213.0K
5,852
增持
NEE
NEXTERA ENERGY INC COM
+$212.0K
5,803
+38%
增持
LOW
LOWE'S COMPANIES INC COM
+$208.0K
1,152
+160%
建仓
FMNB
FARMERS NATIONAL BANCORP COM
+$202.0K
10,880
增持
TIP
ISHARES TRUST TIPS BD ETF
+$199.0K
10,293
+16%
增持
CVX
CHEVRON CORPORATION COM
+$190.0K
4,020
+45%
增持
UPS
UNITED PARCEL SERVICE INC COM CL B
+$186.0K
2,871
+22%
增持
TROW
PRICE T ROWE GROUPS COM
+$184.0K
2,421
+63%
增持
USB
US BANCORP COM
+$179.0K
5,194
+174%
增持
PFF
ISHARES TRUST PFD AND INCM SEC ETF
+$179.0K
52,519
+8%
增持
—
AMERICAN FINANCE TRUST INC COM USD0.01
+$169.0K
150,810
+0%
增持
COST
COSTCO WHOLESALE CORP COM
+$163.0K
642
+44%
建仓
AWK
AMER WATER WORKS CO INC COM
+$160.0K
849
增持
MMM
3M COMPANY COM
+$159.0K
1,652
+116%
增持
JNJ
JOHNSON & JOHNSON COM
+$154.0K
4,245
+20%
增持
ABBV
ABBVIE INC COM
+$152.0K
2,956
+28%
增持
—
ANNALY CAPITAL MANAGEMENT INC COM USD0.01
+$151.0K
24,614
+408%
增持
ILCG
ISHARES TRUST MORNINGSTAR GRWT ETF
+$136.0K
10,139
+12%
建仓
SYK
STRYKER CORP COM
+$133.0K
496
建仓
—
CERNER CORP COM
+$130.0K
1,400
增持
SPYM
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
+$129.0K
4,180
+102%
减持
VMBS
VANGUARD MTG-BKD SECS ETF
-$125.0K
1,137
-67%
增持
QS
QUANTUMSCAPE CORP COM CL A
+$125.0K
5,867
+2604%
增持
VGT
VANGUARD INF TECH ETF
+$122.0K
900
+25%
减持
QTEC
FIRST TRUST PORTFOLIOS SHS ETF
+$120.0K
7,967
-1%
减持
CSCO
CISCO SYSTEMS INC COM
+$116.0K
13,507
-1%
增持
FTNT
FORTINET INC COM
+$115.0K
400
+300%
减持
IP
INTERNATIONAL PAPER CO COM
-$113.0K
12,561
-0%
减持
FV
FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF
+$109.0K
33,994
-0%
建仓
—
ETF SERIES SOLUTIONS NATIONWIDE NASDAQ 100 RISK
+$109.0K
3,910
建仓
QCRH
QCR HOLDINGS INC COM
+$105.0K
1,875
增持
KMB
KIMBERLY CLARK CORP COM
+$104.0K
1,059
+200%
增持
PTY
PIMCO CORPORATE & INCOME OPP F COM
+$103.0K
157,666
+15%
增持
FNF
FIDELITY NATIONAL FINANCIAL COM
+$103.0K
2,241
+647%
增持
HRL
HORMEL FOODS CORP COM
+$101.0K
2,881
+195%
增持
KMI
KINDER MORGAN INC COM
+$99.0K
88,767
+13%
增持
LNT
ALLIANT ENERGY CORP COM
+$99.0K
7,317
+17%
增持
XMLV
INVESCO EXCHANGE TRADED FUND T S&P MIDCP LOW ETF
+$97.0K
5,279
+30%
增持
VOOG
VANGUARD 500 GRTH IDX F ETF
+$97.0K
478
+169%
增持
XLF
SELECT SECTOR SPDR TRUST FINANCIAL ETF
+$97.0K
2,504
+17786%
增持
RBLX
ROBLOX CORP COM CL A
+$95.0K
3,179
+3%
增持
COF
CAPITAL ONE FINANCIAL CORP COM
+$95.0K
1,588
+90%
增持
AXP
AMERICAN EXPRESS CO COM
+$94.0K
1,731
+53%
增持
MLM
MARTIN MARIETTA MATERIALS INC COM
+$92.0K
240
+500%
增持
CRWD
CROWDSTRIKE HOLDINGS INC COM CL A
+$92.0K
1,110
+102%
增持
VO
VANGUARD MID CAP ETF
+$90.0K
2,730
+7%
增持
NUE
NUCOR CORP COM
+$89.0K
1,774
+54%
增持
VDE
VANGUARD ENERGY ETF
+$88.0K
1,650
+205%
增持
GM
GENERAL MOTORS CO COM
+$88.0K
3,342
+63%
清仓
GOVT
ISHARES TRUST US TREAS BD ETF
-$87.0K
0
-100%
建仓
NWE
NORTHWESTERN CORPORATION COM
+$86.0K
1,513
增持
TXN
TEXAS INSTRUMENTS INC COM
+$84.0K
501
+828%
增持
STZ
CONSTELLATION BRANDS INC COM CL A
+$83.0K
1,250
+14%
建仓
IAI
ISHARES TRUST US BR DEL SE ETF
+$83.0K
752
建仓
BLNK
BLINK CHARGING CO COM
+$80.0K
3,000
增持
DVLU
FIRST TR EXCHANGE TRADED FD VI DORSY WRGH VLU ETF
+$80.0K
12,271
+26%
建仓
—
NXP SEMICONDUCTORS N V COM
+$80.0K
350
增持
XLP
SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF
+$79.0K
6,466
+6%
增持
KO
COCA-COLA CO COM
+$79.0K
3,156
+54%
增持
MRVL
MARVELL TECHNOLOGY INC COM
+$79.0K
2,905
+0%
增持
MA
MASTERCARD INCORPORATED COM CL A
+$79.0K
395
+117%
建仓
BTAL
AGF INVESTMENTS TR AGFIQ US MK NTRL ANTI BETA ETF
+$78.0K
4,370
增持
LQD
ISHARES TRUST IBOXX INV CP ETF
+$78.0K
2,603
+30%
减持
BNDX
VANGUARD TOTAL INT BD ETF
-$78.0K
4,204
-23%
建仓
AFRM
AFFIRM HLDGS INC COM CL A
+$75.0K
750
增持
DIS
WALT DISNEY COMPANY (THE) COM
+$73.0K
4,037
+24%
增持
ABT
ABBOTT LABORATORIES COM
+$71.0K
1,021
+64%
增持
IVW
ISHARES TRUST S&P 500 GRWT ETF
+$71.0K
2,378
+38%
增持
HYLS
FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL ETF
+$70.0K
7,386
+26%
建仓
AOS
SMITH A O CORP COM
+$70.0K
820
减持
GLD
SPDR GOLD TRUST GOLD SHS ETF
+$70.0K
10,896
-0%
建仓
GD
GENERAL DYNAMICS CORP COM
+$69.0K
332
增持
SPYG
SPDR SERIES TRUST PRTFLO S&P500 GW ETF
+$68.0K
3,102
+27%
增持
BAC
BANK OF AMERICA CORPORATION COM
+$68.0K
20,428
+3%
增持
AMP
AMERIPRISE FINANCIAL INC COM
+$68.0K
1,702
+1%
建仓
MKC
MCCORMICK & COMPANY INC COM
+$68.0K
702
建仓
O
REALTY INCOME CORP COM
+$67.0K
940
建仓
SJM
SMUCKER (JM) CO COM
+$66.0K
486
增持
V
VISA INC COM CL A
+$66.0K
763
+71%
增持
SDVY
FIRST TR EXCHANGE TRADED FD VI SMID RISNG ETF
+$64.0K
3,988
+98%
增持
TSLA
TESLA INC COM
+$64.0K
212
+3%
增持
XSLV
INVESCO EXCHANGE TRADED FUND T S&P SMLCP LOW ETF
+$63.0K
7,134
+9%
增持
SCHX
SCHWAB STRATEGIC TR US LRG CAP ETF
+$63.0K
1,150
+77%
增持
EPS
WISDOMTREE TRUST US LARGECAP FUND ETF
+$62.0K
2,037
+126%
增持
VOT
VANGUARD MCAP GR IDXVIP ETF
+$62.0K
2,915
+1%
增持
VTV
VANGUARD VALUE ETF
+$60.0K
2,474
+10%
建仓
SRLN
SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF
+$60.0K
1,312
清仓
XENE
XENON PHARMACEUTICALS INC COM
-$60.0K
0
-100%
建仓
ONEV
SPDR RUSSELL LOW VOL ETF
+$59.0K
515
