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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 9
增持 37
减持 5
清仓 99
方向
标的
Δ市值
现股数(环比)
增持
USB
US BANCORP DEL
+$3.4M
110,020
+1617%
清仓
—
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD
-$3.3M
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
+$3.0M
52,278
+5527%
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。
增持
VTI
VANGUARD INDEX FDS
+$2.7M
15,506
+316%
清仓
—
JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD
-$2.5M
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$2.2M
0
-100%
清仓
—
BARCLAYS BANK PLC NOTE CONV INDEX LNKD
-$2.2M
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$2.1M
0
-100%
清仓
—
TORONTO DOMINION BANK IAM COML NOTE INDEX LNKD
-$2.0M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$2.0M
30,931
+77%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$2.0M
0
-100%
清仓
—
TORONTO DOMINION BANK IAM COML NOTE INDEX LNKD
-$1.9M
0
-100%
减持
BCD
ABRDN ETFS
-$1.9M
30,072
-65%
清仓
—
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD
-$1.8M
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$1.6M
0
-100%
增持
IVV
ISHARES TR
+$1.6M
3,848
+1222%
清仓
—
BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD
-$1.6M
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$1.6M
0
-100%
清仓
—
CITIGRP GLOBAL MKTS HLDGS INC NOTE M/W CLBL INDEX LNKD
-$1.5M
0
-100%
清仓
—
JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD
-$1.5M
0
-100%
清仓
—
BARCLAYS BANK PLC NOTE CONV INDEX LNKD
-$1.4M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
31,582
+2095%
增持
AAPL
APPLE INC
+$1.4M
28,035
+13%
清仓
—
CREDIT SUISSE AG LONDON BRANCH NOTE INDEX LNKD
-$1.2M
0
-100%
增持
EDV
VANGUARD WORLD FD
+$1.2M
14,612
+1128%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$1.2M
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$1.1M
0
-100%
清仓
—
JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD
-$1.1M
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$1.0M
0
-100%
清仓
—
MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD
-$954.4K
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$916.1K
0
-100%
增持
VNLA
JANUS DETROIT STR TR
+$907.0K
222,823
+9%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$865.0K
0
-100%
清仓
—
MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD
-$825.6K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$806.6K
30,278
+20%
增持
AMZN
AMAZON COM INC
+$771.7K
25,895
+3%
清仓
—
BARCLAYS BANK PLC NOTE CONV INDEX LNKD
-$733.3K
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$725.0K
0
-100%
清仓
—
JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD
-$690.1K
0
-100%
清仓
—
MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD
-$664.2K
0
-100%
清仓
—
KEYBANK NATIONAL ASSOCIATION CD
-$641.7K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$637.0K
3,311
+20%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$609.1K
0
-100%
增持
ITA
ISHARES TR
+$591.0K
9,554
+110%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$590.4K
212,541
+11%
建仓
SPDW
SPDR INDEX SHS FDS
+$579.0K
17,794
增持
PRU
PRUDENTIAL FINL INC
+$577.3K
15,923
+59%
增持
AGG
ISHARES TR
+$520.2K
10,183
+113%
增持
QQQ
INVESCO QQQ TR
+$513.4K
7,947
+5%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$509.6K
0
-100%
清仓
—
GOLDMAN SACHS BK USA NEW YORK CD M/W MTHLY CLBL
-$508.5K
0
-100%
清仓
—
JPMORGAN CHASE BANK NA CD M/W CLBL
-$500.3K
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$493.5K
0
-100%
清仓
—
JPMORGAN CHASE BANK NA CD M/W QTRLY CLBL
-$493.1K
0
-100%
增持
SPIP
SPDR SER TR
+$492.9K
20,407
+1479%
清仓
—
ROYAL BUSINESS BK CD
-$492.7K
0
-100%
清仓
—
CHARLES SCHWAB BANK SSB CD
-$491.2K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$488.7K
2,740
+64%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$484.2K
0
-100%
清仓
—
FIRST FED SVGS BK FLA CD
-$477.8K
0
-100%
清仓
—
STELLAR BANK CD MTHLY
-$432.1K
0
-100%
清仓
—
MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD
-$425.6K
0
-100%
清仓
—
SOUTHEAST BANK ATHENS TENN CD
-$424.1K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$418.7K
16,158
+1961%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$407.1K
0
-100%
清仓
—
CHARLES SCHWAB BANK SSB CD
-$385.6K
0
-100%
清仓
—
JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD
-$384.3K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$381.2K
2,161
+88%
清仓
—
TIAA FSB (FLORIDA) CD
-$380.0K
0
-100%
增持
SMH
VANECK ETF TRUST
+$375.5K
5,967
+195%
清仓
—
UNITED BANKOF FAIRFAX CD
-$370.0K
0
-100%
清仓
—
MORGAN STANLEY FINANCE LLC. NOTE M/W CLBL INDEX LNKD
-$366.9K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$357.7K
2,176
+449%
增持
VOT
VANGUARD INDEX FDS
+$356.2K
4,116
+63%
清仓
—
GOLDMAN SACHS BK USA NEW YORK CD
-$355.0K
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$351.7K
0
-100%
清仓
—
MERCHANTS BK IND LYNN CD
-$350.0K
0
-100%
清仓
—
MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD
-$342.9K
0
-100%
增持
MSFT
MICROSOFT CORP
+$326.3K
5,139
+4%
建仓
SLYV
SPDR SER TR
+$324.1K
4,199
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$304.2K
34,895
-25%
清仓
—
JPMORGAN CHASE BANK NA CD M/W QTRLY CLBL
-$298.9K
0
-100%
清仓
—
JPMORGAN CHASE BANK NA CD M/W CLBL
-$296.3K
0
-100%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$295.0K
6,359
增持
QYLD
GLOBAL X FDS
+$292.6K
175,815
+7%
增持
DE
DEERE & CO
+$287.7K
6,750
+14%
清仓
—
UMB BK NATL ASSN KANS CITY MO CD
-$287.1K
0
-100%
清仓
—
MORGAN STANLEY FINANCE LLC. NOTE INDEX LNKD
-$285.0K
0
-100%
建仓
BBLU
EA SERIES TRUST
+$280.5K
28,507
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$276.7K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$275.2K
1,279
清仓
—
BANK OF MONTREAL NOTE INDEX LNKD
-$270.4K
0
-100%
增持
DGRO
ISHARES TR
+$269.6K
155,708
+0%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$267.7K
10,461
+103%
建仓
AVDV
AMERICAN CENTY ETF TR
+$265.1K
4,605
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$261.7K
0
-100%
增持
LLY
LILLY ELI & CO
+$251.7K
678
+251%
清仓
—
BANK OZK CD MTHLY
-$250.1K
0
-100%
清仓
—
STELLAR BANK CD MTHLY
-$250.0K
0
-100%
清仓
—
CUSTOMERS BK PHOENIXVILLE PA CD
-$249.9K
0
-100%
清仓
—
NORTHEAST COMMUNITY BANK (NEW) CD
-$249.9K
0
-100%
清仓
—
SANTANDER BANK NATIONAL ASSN CD
-$249.8K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$249.6K
7,000
清仓
—
TEXAS REGIONAL BANK HARLINGEN CD
-$249.0K
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$241.2K
0
-100%
清仓
—
PEOPLES BANK (OHIO) CD
-$239.9K
0
-100%
清仓
—
WELLS FARGO BANK NATIONAL ASSN CD
-$239.9K
0
-100%
清仓
FREL
FIDELITY COVINGTON TRUST MSCI RL EST ETF
-$239.7K
0
-100%
增持
ICF
ISHARES TR
+$228.0K
4,249
+2810%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$225.9K
0
-100%
清仓
—
UNITED STATES TREASURY NOTES NOTE
-$225.8K
0
-100%
清仓
IP
INTERNATIONAL PAPER CO COM
-$225.8K
0
-100%
清仓
—
WESTERN ALLIANCE BANCORP CD
-$224.9K
0
-100%
清仓
—
INDUSTRIAL & COML BK CHINA USA CD
-$224.8K
0
-100%
建仓
AVEM
AMERICAN CENTY ETF TR
+$222.7K
4,138
清仓
SPYD
SPDR PRTFLO S&P500 HI ETF
-$217.7K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC COM CL A
-$216.4K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$216.3K
1,423
+1086%
清仓
COST
COSTCO WHOLESALE CORP COM
-$216.0K
0
-100%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$215.5K
35,939
+10%
增持
CVX
CHEVRON CORP NEW
+$214.2K
4,665
+46%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$211.3K
4,388
清仓
—
EASTERN BANK CD
-$210.0K
0
-100%
清仓
—
CHARLES SCHWAB BANK SSB CD
-$209.2K
0
-100%
清仓
WTRG
ESSENTIAL UTILITIES INC COM
-$209.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$207.6K
0
-100%
减持
SRLN
SSGA ACTIVE ETF TR
-$203.8K
30,804
-14%
增持
AVGO
BROADCOM INC
+$202.3K
532
+32%
清仓
—
STEARNS BK NA ST CLOUD MINN CD
-$201.0K
0
-100%
减持
FPX
FIRST TR EXCHANGE TRADED FD
-$200.1K
5,651
-32%
清仓
—
PEOPLES BANK (OHIO) CD
-$200.0K
0
-100%
清仓
—
PEOPLES BANK (OHIO) CD
-$199.9K
0
-100%
清仓
—
BANK BARODA NEW YORK N Y CD
-$199.9K
0
-100%
清仓
—
SOUTHSTATE BANK NATIONAL ASSN CD
-$199.7K
0
-100%
清仓
—
JPMORGAN CHASE BANK NA CD M/W CLBL
-$199.6K
0
-100%
清仓
—
WELLS FARGO BANK NATIONAL ASSN CD
-$199.6K
0
-100%
清仓
—
JPMORGAN CHASE BANK NA CD M/W QTRLY CLBL
-$199.5K
0
-100%
增持
IEMG
ISHARES INC
+$196.3K
5,042
+371%
减持
GOOGL
ALPHABET INC
+$195.8K
16,605
-4%
清仓
—
DISCOVER BANK CD
-$195.0K
0
-100%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$192.2K
5,738
+322%
清仓
OKE
ONEOK INC COM
-$187.9K
0
-100%
清仓
GIS
GENERAL MILLS INC COM
-$186.2K
0
-100%
清仓
XHE
SPDR SERIES TRUST HLTH CR EQUIP ETF
-$184.6K
0
-100%
清仓
FIW
FIRST TRUST EXCHANGE TRADED FD WTR ETF
-$184.2K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L P COM UNITS REP LIM PART INT
-$182.7K
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL COM
-$180.2K
0
-100%
清仓
—
FIRST BUSINESS BK MADISON WIS CD
-$180.0K
0
-100%
清仓
MPC
MARATHON PETROLEUM CORP COM
-$179.5K
0
-100%
清仓
VGT
VANGUARD INF TECH ETF
-$179.1K
0
-100%
