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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 94增持 21减持 21清仓 14

方向

标的

Δ市值

现股数(环比)

减持

— UNITED STATES TREASURY NOTES NOTE

-$11.5M

518 -96%

建仓

— BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD

+$3.3M

3,407

增持

VNLA JANUS DETROIT STREET TRUST HENDRSN SHRT ETF

+$3.3M

204,014 +50%

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。

— JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD

减持

— BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD

-$2.9M

1,779 -62%

建仓

— JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD

+$2.5M

2,475

建仓

— UNITED STATES TREASURY NOTES NOTE

+$2.2M

2,250

清仓

— MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD

-$2.1M

0 -100%

建仓

— UNITED STATES TREASURY NOTES NOTE

+$2.1M

2,100

减持

— BARCLAYS BANK PLC NOTE CONV INDEX LNKD

-$2.0M

2,239 -51%

建仓

— TORONTO DOMINION BANK IAM COML NOTE INDEX LNKD

+$2.0M

2,029

建仓

— UNITED STATES TREASURY NOTES NOTE

+$2.0M

2,012

减持

— MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD

-$1.7M

672 -73%

建仓

— UNITED STATES TREASURY NOTES NOTE

+$1.6M

1,670

建仓

— BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD

+$1.6M

1,604

建仓

— UNITED STATES TREASURY NOTES NOTE

+$1.6M

1,582

建仓

— JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD

+$1.5M

1,498

建仓

— BARCLAYS BANK PLC NOTE CONV INDEX LNKD

+$1.4M

1,472

清仓

— WESTERN ALLIANCE BANCORP CD

-$1.4M

0 -100%

建仓

— UNITED STATES TREASURY NOTES NOTE

+$1.2M

1,189

建仓

— UNITED STATES TREASURY NOTES NOTE

+$1.1M

1,100

建仓

— JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD

+$1.1M

1,113

建仓

— UNITED STATES TREASURY NOTES NOTE

+$1.0M

1,040

建仓

— MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD

+$954.4K

971

建仓

— UNITED STATES TREASURY NOTES NOTE

+$916.1K

942

建仓

— UNITED STATES TREASURY NOTES NOTE

+$865.0K

883

建仓

— MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD

+$825.6K

773

减持

AAPL APPLE INC COM

+$790.3K

24,713 -2%

减持

— WELLS FARGO BANK NATIONAL ASSN CD

-$766.6K

10 -99%

建仓

— BARCLAYS BANK PLC NOTE CONV INDEX LNKD

+$733.3K

747

建仓

— UNITED STATES TREASURY NOTES NOTE

+$725.0K

740

减持

— JPMORGAN CHASE BANK NA CD M/W QTRLY CLBL

-$692.1K

300 -70%

建仓

QTEC FIRST TRUST PORTFOLIOS SHS ETF

+$664.6K

5,092

建仓

— KEYBANK NATIONAL ASSOCIATION CD

+$641.7K

642

建仓

— UNITED STATES TREASURY NOTES NOTE

+$609.1K

610

减持

QQEW FIRST TRUST PORTFOLIOS SHS ETF

-$544.9K

617 -89%

建仓

SMH VANECK ETF TRUST SEMICONDUCTOR ETF

+$533.0K

2,025

建仓

ITA ISHARES TRUST US AER DEF ETF

+$523.7K

4,550

建仓

— GOLDMAN SACHS BK USA NEW YORK CD M/W MTHLY CLBL

+$508.5K

509

建仓

— JPMORGAN CHASE BANK NA CD M/W CLBL

+$500.3K

500

建仓

— UNITED STATES TREASURY NOTES NOTE

+$493.5K

504

建仓

— JPMORGAN CHASE BANK NA CD M/W QTRLY CLBL

+$493.1K

495

建仓

— ROYAL BUSINESS BK CD

+$492.7K

493

建仓

— CHARLES SCHWAB BANK SSB CD

+$491.2K

490

增持

QQQ INVESCO QQQ TRUST UNIT SER 1 ETF

+$485.2K

7,548 +4%

建仓

— UNITED STATES TREASURY NOTES NOTE

+$484.2K

500

建仓

— FIRST FED SVGS BK FLA CD

+$477.8K

478

建仓

— STELLAR BANK CD MTHLY

+$432.1K

432

建仓

— MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD

+$425.6K

430

建仓

— SOUTHEAST BANK ATHENS TENN CD

+$424.1K

425

建仓

— UNITED STATES TREASURY NOTES NOTE

+$407.1K

425

清仓

— CUSTOMERS BK PHOENIXVILLE PA CD

-$391.7K

0 -100%

建仓

— CHARLES SCHWAB BANK SSB CD

+$385.6K

385

清仓

— RENASANT BANK CD

-$385.0K

0 -100%

建仓

— JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD

+$384.3K

386

减持

AMZN AMAZON COM INC COM

+$382.2K

25,210 -5%

建仓

— TIAA FSB (FLORIDA) CD

+$380.0K

380

增持

PTY PIMCO CORPORATE & INCOME OPP F COM

+$370.7K

191,273 +14%

建仓

— UNITED BANKOF FAIRFAX CD

+$370.0K

370

建仓

— MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD

+$366.9K

367

清仓

— LENDINGCLUB BANK NATIONAL ASSN CD

-$365.0K

0 -100%

增持

NVDA NVIDIA CORP COM

+$364.0K

2,749 +1%

建仓

— GOLDMAN SACHS BK USA NEW YORK CD

+$355.0K

355

建仓

— UNITED STATES TREASURY NOTES NOTE

+$351.7K

360

建仓

— MERCHANTS BK IND LYNN CD

+$350.0K

350

建仓

— MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD

+$342.9K

341

增持

GLD SPDR GOLD TRUST GOLD SHS ETF

+$342.8K

16,023 +5%

增持

AGG ISHARES TRUST CORE US AGGBD ET ETF

+$341.1K

4,790 +241%

清仓

— BEAL BK USA LAS VEGAS NEV CD

-$329.9K

0 -100%

建仓

— JPMORGAN CHASE BANK NA CD M/W CLBL

+$296.3K

296

增持

DVN DEVON ENERGY CORP COM

+$289.3K

18,236 +77%

建仓

— UMB BK NATL ASSN KANS CITY MO CD

+$287.1K

287

建仓

— MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD

+$285.0K

300

建仓

— UNITED STATES TREASURY NOTES NOTE

+$276.7K

285

建仓

— UNITED STATES TREASURY NOTES NOTE

+$261.7K

265

建仓

JPEM JP MORGAN ETF TRUST DIV RTN EM EQT ETF

+$260.5K

5,160

清仓

— SOFI BANK NATIONAL ASSOCIATION CD

-$259.9K

0 -100%

建仓

— BANK OZK CD MTHLY

+$250.1K

250

清仓

— FARMERS NATIONAL BANCORP CD

-$250.0K

0 -100%

建仓

— STELLAR BANK CD MTHLY

+$250.0K

250

建仓

— CUSTOMERS BK PHOENIXVILLE PA CD

+$249.9K

250

建仓

— SANTANDER BANK NATIONAL ASSN CD

+$249.8K

250

建仓

— TEXAS REGIONAL BANK HARLINGEN CD

+$249.0K

249

建仓

— UNITED STATES TREASURY NOTES NOTE

+$241.2K

250

清仓

— MORTON COMMUNITY BK ILL CD

-$240.1K

0 -100%

建仓

— PEOPLES BANK (OHIO) CD

+$239.9K

240

建仓

— WELLS FARGO BANK NATIONAL ASSN CD

+$239.9K

240

减持

MSFT MICROSOFT CORP COM

+$232.8K

4,939 -1%

建仓

— UNITED STATES TREASURY NOTES NOTE

+$225.9K

230

建仓

— UNITED STATES TREASURY NOTES NOTE

+$225.8K

235

建仓

— WESTERN ALLIANCE BANCORP CD

+$224.9K

225

建仓

— INDUSTRIAL & COML BK CHINA USA CD

+$224.8K

225

增持

CET CENTRAL SECURITIES CORP COM

+$220.3K

7,548 +497%

清仓

— TIAA FSB (FLORIDA) CD

-$218.0K

0 -100%

建仓

— EASTERN BANK CD

+$210.0K

210

建仓

— CHARLES SCHWAB BANK SSB CD

+$209.2K

209

建仓

— STEARNS BK NA ST CLOUD MINN CD

+$201.0K

201

建仓

— PEOPLES BANK (OHIO) CD

+$200.0K

200

清仓

— WEBBANK CD

-$200.0K

0 -100%

建仓

— PEOPLES BANK (OHIO) CD

+$199.9K

200

建仓

— BANK BARODA NEW YORK N Y CD

+$199.9K

200

建仓

— SOUTHSTATE BANK NATIONAL ASSN CD

+$199.7K

200

建仓

— JPMORGAN CHASE BANK NA CD M/W CLBL

+$199.6K

200

建仓

— WELLS FARGO BANK NATIONAL ASSN CD

+$199.6K

200

建仓

— JPMORGAN CHASE BANK NA CD M/W QTRLY CLBL

+$199.5K

200

清仓

— EASTERN BANK CD

-$195.1K

0 -100%

增持

SRLN SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF

+$193.6K

36,024 +13%

建仓

— FIRST BUSINESS BK MADISON WIS CD

+$180.0K

180

增持

BX BLACKSTONE INC COM

+$178.7K

12,867 +0%

减持

— PNC BANK NATIONAL ASSN (DE) CD

-$172.2K

10 -95%

减持

— SIMMONS BANK CD MTHLY

-$170.1K

140 -55%

增持

COWZ PACER FDS TR US CASH COWS 100 ETF

+$167.8K

3,770 +1785%

建仓

— UNITED STATES TREASURY NOTES NOTE

+$165.1K

169

减持

HNDL STRATEGY SHARES NS 7HANDL IDX ETF

-$161.6K

82,708 -12%

建仓

— MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD

+$160.8K

150

减持

GAB GABELLI EQUITY TRUST INC COM

-$159.6K

272,309 -13%

增持

VTI VANGUARD TOTAL STK MKT ETF

+$158.6K

3,725 +18%

增持

FTRI FIRST TRUST EXCH TRADED FUND 2 INDXX NAT RE ETF

+$157.1K

33,152 +61%

建仓

— UNITED STATES TREASURY NOTES NOTE

+$152.2K

155

清仓

— ALLY BANK MIDVALE UTAH CD

-$150.0K

0 -100%

增持

PID INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI ETF

+$150.0K

46,733 +14%

建仓

— MERCHANTS BK IND LYNN CD

+$149.9K

150

建仓

— WELLS FARGO BANK NATIONAL ASSN CD

+$149.8K

150

建仓

— HTLF BK DENVER CO CD

+$140.0K

140

增持

BUG GLOBAL X FDS CYBRSCURTY ETF

+$136.2K

24,775 +16%

清仓

— FIRST CENTURY BANK NATIONAL AS CD

-$130.1K

0 -100%

建仓

— QUAD CITY BANK AND TRUST CO CD MTHLY

+$130.0K

130

建仓

— BANK HOPE LOS ANGELES CA CD

+$130.0K

130

增持

PGF INVESCO EXCHANGE TRADED FD TR FINL PFD ETF

+$128.7K

161,134 +5%

建仓

— UNITED STATES TREASURY NOTES NOTE

+$128.2K

130

建仓

— MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD

+$127.8K

125

建仓

— MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD

+$126.5K

127

建仓

— UMPQUA BANK ROSEBURG OR CD

+$125.0K

125

减持

BAC BANK OF AMERICA CORPORATION COM

-$123.5K

19,973 -5%

建仓

— CUSTOMERS BK PHOENIXVILLE PA CD

+$119.0K

120

增持

AMD ADVANCED MICRO DEVICES INC COM

+$116.8K

3,230 +5%

建仓

— UMPQUA BANK ROSEBURG OR CD

+$115.1K

115

建仓

— UNITED STATES TREASURY NOTES NOTE

+$112.2K

115

建仓

— KEARNY BK NEW JERSEY CD

+$110.0K

110

建仓

— UNITED STATES TREASURY NOTES NOTE

+$109.6K

110

增持

IYK ISHARES TRUST U.S. CONSUMER STAPLES ETF

+$108.8K

2,362 +32%

增持

PM PHILIP MORRIS INTL INC COM

+$108.0K

1,992 +135%

减持

FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF

-$107.0K

32,617 -4%

减持

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

-$105.8K

46,777 -5%

减持

CRM SALESFORCE INC COM

+$105.3K

1,765 -5%

增持

DRIV GLOBAL X FDS AUTONMOUS EV ETF

+$103.7K

16,076 +14%

减持

XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF

-$102.2K

16,163 -5%

增持

FDL FIRST TST MORNINGS SHS ETF

+$102.2K

22,395 +18%

减持

ADM ARCHER-DANIELS-MIDLAND CO COM

-$101.3K

6,629 -2%

建仓

— FIRST FED SVGS BK FLA CD M/W CLBL

+$101.1K

101