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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 150 项建仓 17增持 46减持 81清仓 6

方向

标的

Δ市值

现股数(环比)

建仓

— TORONTO DOMINION BANK IAM COML NOTE INDEX LNKD

+$2.2M

2,218

建仓

— JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD

+$1.5M

1,616

建仓

— CREDIT SUISSE AG LONDON BRANCH NOTE INDEX LNKD

+$1.2M

1,295

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。

IMCG ISHARES TRUST MRGSTR MD CP GRW ETF

减持

XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF

-$933.0K

18,694 -37%

减持

DGRO ISHARES TRUST CORE DIV GRWTH ETF

-$916.0K

156,694 -1%

减持

GOOGL ALPHABET INC COM CL A

-$896.0K

1,047 -9%

减持

QQQ INVESCO QQQ TRUST UNIT SER 1 ETF

-$844.0K

8,921 -6%

增持

SRLN SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF

+$842.0K

26,231 +359%

减持

AAPL APPLE INC COM

-$722.0K

25,045 -3%

减持

XEVTX EATON VANCE TAX-ADVANTAGED DIV COM

-$648.0K

121,363 -2%

减持

ANGL VANECK ETF TRUST FALLEN ANGEL HIGH YLD BD EF

-$538.0K

117,681 -5%

减持

— BARCLAYS BANK PLC IPATH SHILLER CAPE ETN CLBL

-$520.0K

159,445 -1%

减持

UTF COHEN & STEERS INFRASTRUCTURE COM

-$516.0K

101,521 -3%

减持

VYM VANGUARD HIGH DIV YLD ETF

-$502.0K

46,006 -0%

减持

PRU PRUDENTIAL FINANCIAL INC COM

-$499.0K

7,863 -24%

建仓

— UNITED STATES TREASURY NOTES NOTE

+$483.0K

500

增持

AMZN AMAZON COM INC COM

-$471.0K

24,835 +2369%

增持

QYLD GLOBAL X FDS NASDAQ 100 COVER ETF

-$469.0K

164,667 +0%

减持

FPXI FIRST TRUST EXCH TRADED FUND 2 INTL EQUITY OPP ETF

-$467.0K

27,083 -16%

建仓

PID INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI ETF

+$461.0K

27,339

减持

QTEC FIRST TRUST PORTFOLIOS SHS ETF

-$459.0K

5,657 -24%

增持

VTV VANGUARD VALUE ETF

+$457.0K

15,128 +45%

增持

PTY PIMCO CORPORATE & INCOME OPP F COM

-$442.0K

159,801 +2%

增持

DE DEERE & CO COM

-$434.0K

4,211 +4%

减持

GAB GABELLI EQUITY TRUST INC COM

-$433.0K

294,457 -5%

减持

VBK VANGUARD SML CP GRW ETF

-$418.0K

6,870 -5%

建仓

— UNITED STATES TREASURY NOTES NOTE

+$410.0K

425

增持

BX BLACKSTONE INC COM

-$400.0K

13,513 +4%

减持

PGF INVESCO EXCHANGE TRADED FD TR FINL PFD ETF

-$382.0K

164,943 -7%

减持

FPX FIRST TRUST EXCHANGE TRADED FD US EQTY OPPT ETF

-$362.0K

13,263 -1%

增持

FTSL FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF

-$353.0K

128,797 +0%

减持

HNDL STRATEGY SHARES NS 7HANDL IDX ETF

-$349.0K

87,171 -3%

建仓

— MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD

+$342.0K

341

减持

BHK BLACKROCK CORE BOND TRUST SHS BEN INT

-$339.0K

38,884 -35%

增持

MRK MERCK & CO INC COM

+$339.0K

5,234 +178%

增持

NVDA NVIDIA CORP COM

-$302.0K

2,802 +1%

增持

PECO PHILLIPS EDISON & CO INC COM USD0.01

+$293.0K

33,107 +37%

增持

RVT ROYCE VALUE TRUST INC COM

-$287.0K

102,820 +0%

减持

XLF SELECT SECTOR SPDR TRUST FINANCIAL ETF

-$268.0K

19,989 -15%

减持

TROW PRICE T ROWE GROUPS COM

-$262.0K

6,675 -1%

增持

VOE VANGUARD MCAP VL IDXVIP ETF

-$251.0K

24,641 +7%

减持

VTIP VANGUARD STRM INFPROIDX ETF

-$239.0K

1,747 -73%

增持

FTGC FIRST TRUST EXCHANGE-TRADED FU FST TR GLB FD ETF

+$237.0K

46,400 +39%

增持

FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF

-$229.0K

34,623 +1%

增持

RDVY FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF

-$229.0K

44,992 +4%

增持

XLV SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF

+$228.0K

1,998 +772%

减持

SQ BLOCK INC COM CL A

-$218.0K

1,221 -45%

减持

KCE SPDR SERIES TRUST S&P CAP MKTS ETF

-$217.0K

11,168 -2%

减持

PGX INVESCO EXCHANGE TRADED FUND T PFD ETF

-$216.0K

102,949 -9%

减持

DIS WALT DISNEY COMPANY (THE) COM

-$204.0K

3,812 -8%

增持

GLD SPDR GOLD TRUST GOLD SHS ETF

+$203.0K

14,982 +23%

减持

JPM JP MORGAN CHASE & CO COM

-$201.0K

8,639 -1%

增持

FVD FIRST TST VALUE LI SHS ETF

-$201.0K

52,236 +0%

建仓

— DISCOVER BANK CD

+$199.0K

200

减持

XMMO INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM ETF

-$195.0K

9,616 -6%

减持

ILCG ISHARES TRUST MORNINGSTAR GRWT ETF

-$187.0K

7,755 -14%

增持

KMI KINDER MORGAN INC COM

-$175.0K

90,488 +3%

增持

FNF FIDELITY NATIONAL FINANCIAL COM

+$173.0K

7,612 +237%

增持

BAC BANK OF AMERICA CORPORATION COM

-$171.0K

20,558 +1%

增持

CSCO CISCO SYSTEMS INC COM

-$165.0K

13,133 +0%

减持

LQD ISHARES TRUST IBOXX INV CP ETF

-$164.0K

1,201 -51%

减持

TIPX SPDR BLOOMBERG 1 10 YEAR TIPS ETF

-$162.0K

7,839 -49%

减持

PFFD GLOBAL X FDS US PFD ETF

-$162.0K

67,285 -3%

减持

XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF

-$158.0K

4,980 -27%

减持

ADM ARCHER-DANIELS-MIDLAND CO COM

-$157.0K

6,906 -4%

减持

PFF ISHARES TRUST PFD AND INCM SEC ETF

-$156.0K

52,593 -0%

减持

IP INTERNATIONAL PAPER CO COM

-$156.0K

9,925 -20%

减持

RBLX ROBLOX CORP COM CL A

-$151.0K

119 -96%

建仓

— MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD

+$150.0K

150

增持

GOOG ALPHABET INC COM CL C

+$146.0K

202 +84%

减持

EMR EMERSON ELECTRIC CO COM

-$141.0K

3,367 -19%

减持

TIP ISHARES TRUST TIPS BD ETF

-$140.0K

11,000 -3%

减持

— NUVEEN QUALITY PFD INCOME FUND COM

-$139.0K

84,984 -3%

减持

FDN FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF

-$136.0K

733 -41%

减持

VHT VANGUARD HEALTH CAR ETF

-$134.0K

6,213 -2%

增持

ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS OF BEN INT USD0.01

-$130.0K

10,346 +0%

增持

BUG GLOBAL X FDS CYBRSCURTY ETF

-$128.0K

21,937 +0%

减持

FPE FIRST TRUST EXCHANGE-TRADED FU PFD SECS INC ETF

-$124.0K

60,829 -2%

减持

DBEU DBX ETF TRUST XTRACK MSCI EURP ETF

-$123.0K

2,325 -59%

减持

VOT VANGUARD MCAP GR IDXVIP ETF

-$119.0K

2,593 -0%

减持

OKE ONEOK INC COM

-$116.0K

2,904 -25%

减持

HON HONEYWELL INTERNATIONAL INC COM

-$116.0K

2,515 -10%

减持

AMD ADVANCED MICRO DEVICES INC COM

-$115.0K

3,702 -4%

减持

CRM SALESFORCE INC COM

-$114.0K

2,215 -3%

减持

RTX RAYTHEON TECH CORP COM

-$114.0K

4,552 -14%

增持

STWD STARWOOD PROPERTY TRUST INC COM

-$111.0K

36,507 +0%

减持

BRK/B BERKSHIRE HATHAWAY INC COM CL B

-$110.0K

1,010 -9%

减持

UPS UNITED PARCEL SERVICE INC COM CL B

-$110.0K

2,673 -8%

减持

AMP AMERIPRISE FINANCIAL INC COM

-$109.0K

1,604 -0%

增持

MSFT MICROSOFT CORP COM

-$108.0K

5,666 +12%

增持

CVX CHEVRON CORPORATION COM

-$105.0K

4,064 +1%

减持

NEE NEXTERA ENERGY INC COM

-$102.0K

5,070 -13%

建仓

— FIFTH THIRD BANK CD

+$100.0K

100

减持

FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF

-$100.0K

1,354 -32%

增持

VUG VANGUARD GROWTH ETF

-$99.0K

2,074 +3%

增持

PAVE GLOBAL X FDS US INFR DEV ETF

-$98.0K

19,527 +1%

减持

VO VANGUARD MID CAP ETF

-$97.0K

2,360 -1%

减持

PYPL PAYPAL HOLDINGS INC COM

-$95.0K

1,528 -14%

增持

RYLD GLOBAL X FDS RUSSELL 2000 COVERED CALL ETF

+$94.0K

17,133 +57%

增持

VOO VANGUARD S&P 500 ETF SHS

-$93.0K

1,859 +3%

减持

NUE NUCOR CORP COM

-$89.0K

1,863 -6%

减持

DRIV GLOBAL X FDS AUTONMOUS EV ETF

-$89.0K

14,169 -2%

减持

AXP AMERICAN EXPRESS CO COM

-$87.0K

1,538 -6%

增持

VPU VANGUARD UTILITIES ETF

-$85.0K

8,079 +1%

减持

MRVL MARVELL TECHNOLOGY INC COM

-$82.0K

2,508 -12%

减持

EOG EOG RESOURCES INC COM

-$81.0K

1,226 -26%

减持

BNDX VANGUARD TOTAL INT BD ETF

-$80.0K

2,231 -39%

建仓

DAR DARLING INGREDIENTS INC COM

+$75.0K

1,284

建仓

— UNITED STATES TREASURY NOTES NOTE

+$73.0K

减持

SOXX ISHARES TRUST ISHARES SEMICONDUCTOR ETF

-$72.0K

173 -41%

减持

CRWD CROWDSTRIKE HOLDINGS INC COM CL A

-$72.0K

1,125 -6%

清仓

LNG CHENIERE ENERGY INC COM

-$71.0K

0 -100%

增持

TGT TARGET CORP COM

+$71.0K

1,065 +162%

清仓

MARA MARATHON DIGITAL HOLDINGS INC COM

-$69.0K

0 -100%

增持

FCX FREEPORT-MCMORAN INC COM CL B

-$69.0K

2,758 +0%

减持

LOW LOWE'S COMPANIES INC COM

-$68.0K

953 -21%

减持

IVW ISHARES TRUST S&P 500 GRWT ETF

-$67.0K

1,198 -35%

减持

LNT ALLIANT ENERGY CORP COM

-$64.0K

6,683 -7%

增持

URI UNITED RENTALS INC COM

-$63.0K

644 +1%

减持

QCOM QUALCOMM INC COM

-$62.0K

4,220 -8%

减持

HRL HORMEL FOODS CORP COM

-$61.0K

1,898 -34%

增持

— THE NECESSITY RETAIL REIT INC COM USD0.01 CLASS A

-$60.0K

154,326 +0%

清仓

IYW ISHARES TRUST U.S. TECH ETF

-$60.0K

0 -100%

减持

CET CENTRAL SECURITIES CORP COM

-$60.0K

1,264 -50%

减持

VIOO VANGUARD SMLLCP 600 IDX ETF

-$59.0K

1,601 -4%

减持

XSLV INVESCO EXCHANGE TRADED FUND T S&P SMLCP LOW ETF

-$59.0K

6,079 -8%

增持

FREL FIDELITY COVINGTON TRUST MSCI RL EST ETF

-$58.0K

10,299 +0%

增持

DVLU FIRST TR EXCHANGE TRADED FD VI DORSY WRGH VLU ETF

-$58.0K

16,834 +3%

增持

XLB SELECT SECTOR SPDR TRUST SBI MATERIALS ETF

-$57.0K

3,434 +0%

增持

CSB VICTORY PORTFOLIOS II VCSHS US SMCP HG ETF

-$55.0K

17,037 +6%

减持

IDU ISHARES TRUST U.S. UTILITS ETF

-$55.0K

130 -82%

清仓

RS RELIANCE STEEL & ALUMINIUM COM

-$55.0K

0 -100%

建仓

— JP MORGAN CHASE & CO 6 percent NON CUM DEP SHS REP 1/ CLBL

+$52.0K

2,000

清仓

FXN FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF

-$52.0K

0 -100%

减持

LLY ELI LILLY AND COMPANY COM

-$52.0K

130 -60%

减持

ARKW ARK ETF TR NEXT GNRTN INTER ETF

-$50.0K

121 -81%

建仓

— ALLY BANK MIDVALE UTAH CD M/W CLBL

+$50.0K

建仓

— DUKE ENERGY CORP 5.75 DEP REP 1/1000TH PF CLBL

+$50.0K

2,000

增持

SHOP SHOPIFY INC COM CL A

-$49.0K

1,110 +817%

增持

C CITIGROUP INC COM

+$49.0K

3,855 +40%

减持

TY TRI CONTL CORP COM

-$48.0K

1,358 -50%

增持

TSLA TESLA INC COM

-$47.0K

205 +14%

建仓

— CITIGROUP INC NOTE PERP M/W CLBL

+$47.0K

减持

VZ VERIZON COMMUNICATIONS COM

-$46.0K

13,648 -4%

建仓

— BANK OF AMERICA CORPORATION NOTE PERP M/W CLBL

+$46.0K

减持

GM GENERAL MOTORS CO COM

-$45.0K

3,002 -10%

增持

MPT MEDICAL PROPERTIES TRUST INC COM USD0.001

-$44.0K

7,996 +1%

减持

CARR CARRIER GLOBAL CORPORATION COM

-$44.0K

2,102 -19%

清仓

— AGF INVESTMENTS TR AGFIQ HEDGED DIV ETF

-$43.0K

0 -100%