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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 13
增持 56
减持 66
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VDE
VANGUARD WORLD FDS
+$1.2M
35,465
+23%
清仓
—
THE NECESSITY RETAIL REIT IN
-$1.0M
0
-100%
建仓
GNL
GLOBAL NET LEASE INC
+$945.4K
98,377
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
AAPL
APPLE INC
-$562.3K
28,477
+2%
建仓
WPC
WP CAREY INC
+$527.0K
9,745
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$474.9K
103,113
-2%
减持
EDV
VANGUARD WORLD FD
-$456.1K
11,654
-20%
增持
VNLA
JANUS DETROIT STR TR
+$445.4K
231,271
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$439.5K
12,759
+34%
建仓
KVUE
KENVUE INC
+$403.0K
20,072
建仓
RHI
ROBERT HALF INC.
+$400.1K
5,460
建仓
NOC
NORTHROP GRUMMAN CORP
+$399.8K
908
减持
NVDA
NVIDIA CORPORATION
-$372.3K
2,364
-29%
增持
OXY
OCCIDENTAL PETE CORP
+$319.1K
52,297
+0%
清仓
SUB
ISHARES TR
-$310.3K
0
-100%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$295.0K
0
-100%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$279.6K
249,053
+17%
增持
VOO
VANGUARD INDEX FDS
+$277.5K
3,548
+29%
减持
PECO
PHILLIPS EDISON & CO INC
-$272.6K
31,799
-19%
增持
CVX
CHEVRON CORP NEW
+$267.4K
5,939
+27%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$264.6K
125,262
-2%
减持
QYLD
GLOBAL X FDS
-$263.1K
170,399
-3%
增持
DGRO
ISHARES TR
-$255.6K
156,834
+1%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$253.7K
9,585
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$244.4K
9,976
增持
GOOGL
ALPHABET INC
+$244.0K
17,053
+3%
建仓
VOD
VODAFONE GROUP PLC NEW
+$242.7K
25,600
减持
GAB
GABELLI EQUITY TR INC
-$239.5K
292,391
-3%
清仓
AVEM
AMERICAN CENTY ETF TR
-$222.7K
0
-100%
建仓
VGT
VANGUARD WORLD FDS
+$220.3K
531
清仓
MDLZ
MONDELEZ INTL INC
-$219.1K
0
-100%
清仓
PFE
PFIZER INC
-$217.5K
0
-100%
清仓
MCD
MCDONALDS CORP
-$216.9K
0
-100%
减持
HNDL
STRATEGY SHS
-$216.1K
77,942
-7%
清仓
LEN
LENNAR CORP
-$215.1K
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$213.5K
3,679
清仓
TTC
TORO CO
-$213.0K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$211.3K
0
-100%
清仓
LIT
GLOBAL X FDS
-$210.8K
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC
+$205.3K
5,507
清仓
C
CITIGROUP INC
-$203.6K
0
-100%
清仓
LGLV
SPDR SER TR
-$203.2K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$200.8K
0
-100%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$188.5K
14,228
+36%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$180.1K
50,571
-2%
增持
DE
DEERE & CO
-$164.9K
6,810
+1%
减持
XLU
SELECT SECTOR SPDR TR
-$161.3K
14,762
-6%
减持
BX
BLACKSTONE INC
+$159.5K
12,450
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$152.4K
11,835
+69%
减持
RTX
RTX CORPORATION
-$145.4K
5,460
-1%
增持
CSB
VICTORY PORTFOLIOS II
+$132.8K
23,162
+19%
减持
PFFD
GLOBAL X FDS
-$132.2K
74,729
-6%
减持
VBK
VANGUARD INDEX FDS
-$132.0K
6,446
-2%
增持
VTI
VANGUARD INDEX FDS
+$128.6K
16,686
+8%
减持
VYM
VANGUARD WHITEHALL FDS
-$126.3K
45,104
-0%
减持
VPU
VANGUARD WORLD FDS
-$125.3K
7,747
-1%
增持
VTV
VANGUARD INDEX FDS
-$125.0K
30,960
+0%
增持
LLY
ELI LILLY & CO
+$124.6K
824
+22%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$124.4K
85,352
-8%
减持
FPX
FIRST TR EXCHANGE TRADED FD
-$121.6K
4,485
-21%
增持
ABBV
ABBVIE INC
+$118.3K
4,517
+10%
减持
XLV
SELECT SECTOR SPDR TR
-$117.9K
2,017
-29%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$117.6K
156,931
-3%
增持
AVGO
BROADCOM INC
+$112.5K
691
+30%
增持
IYK
ISHARES TR
+$105.5K
3,000
+32%
减持
ANGL
VANECK ETF TRUST
-$100.3K
88,730
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$100.0K
8,872
-15%
增持
—
EXXON MOBIL CORP
+$96.0K
4,829
+10%
减持
QQQ
INVESCO QQQ TR
-$94.2K
7,931
-0%
减持
BCD
ABRDN ETFS
-$91.2K
26,242
-13%
减持
AMZN
AMAZON COM INC
-$87.8K
25,864
-0%
建仓
INGN
INOGEN INC
+$83.5K
16,000
减持
PRU
PRUDENTIAL FINL INC
+$81.7K
15,665
-2%
增持
RVT
ROYCE VALUE TR INC
-$80.7K
121,395
+2%
增持
PEP
PEPSICO INC
-$79.7K
11,377
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$77.5K
31,585
+0%
增持
VUG
VANGUARD INDEX FDS
+$77.5K
2,311
+19%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$77.5K
6,000
-24%
减持
MRK
MERCK & CO INC
-$77.4K
4,747
-3%
清仓
RXRX
RECURSION PHARMACEUTICALS IN
-$77.2K
0
-100%
减持
BHK
BLACKROCK CORE BD TR
-$75.6K
62,224
-5%
增持
SRLN
SSGA ACTIVE ETF TR
+$73.6K
32,515
+6%
增持
VLO
VALERO ENERGY CORP
+$65.5K
2,678
+0%
建仓
PDM
PIEDMONT OFFICE REALTY TR IN
+$65.4K
11,636
增持
DVN
DEVON ENERGY CORP NEW
+$64.9K
20,234
+9%
减持
JNJ
JOHNSON & JOHNSON
-$63.7K
3,851
-4%
减持
QCOM
QUALCOMM INC
-$62.9K
3,475
-8%
减持
AMD
ADVANCED MICRO DEVICES INC
-$62.4K
3,005
-8%
减持
HON
HONEYWELL INTL INC
-$60.7K
2,659
-0%
增持
FV
FIRST TR EXCHANGE-TRADED FD
-$57.5K
36,758
+2%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$57.2K
123,275
+0%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$57.2K
21,248
-6%
减持
VOT
VANGUARD INDEX FDS
-$55.0K
4,066
-1%
减持
NUV
NUVEEN MUN VALUE FD INC
-$52.1K
14,169
-27%
减持
BAC
BANK AMERICA CORP
-$52.0K
19,118
-5%
增持
VOE
VANGUARD INDEX FDS
-$50.7K
31,606
+4%
减持
DRIV
GLOBAL X FDS
-$48.2K
18,385
-0%
增持
VB
VANGUARD INDEX FDS
+$48.0K
2,543
+17%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$45.3K
39,510
+0%
增持
KCE
SPDR SER TR
+$44.7K
10,585
+3%
减持
XLB
SELECT SECTOR SPDR TR
-$44.4K
2,790
-12%
减持
FUTY
FIDELITY COVINGTON TRUST
-$43.2K
9,508
-0%
减持
GOOG
ALPHABET INC
+$42.8K
4,236
-1%
减持
TIP
ISHARES TR
-$42.3K
9,945
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$41.1K
782
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$39.8K
17,051
-1%
增持
MSFT
MICROSOFT CORP
+$39.3K
5,667
+10%
减持
UPS
UNITED PARCEL SERVICE INC
-$36.9K
1,560
-0%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$35.7K
3,295
-6%
减持
IMCG
ISHARES TR
-$35.2K
7,621
-1%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$35.1K
27,489
-10%
增持
KMI
KINDER MORGAN INC DEL
-$33.3K
99,491
+2%
增持
PFF
ISHARES TR
-$32.6K
47,919
+0%
减持
VO
VANGUARD INDEX FDS
-$31.8K
2,264
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$31.5K
3,734
-7%
增持
KOS
KOSMOS ENERGY LTD
+$30.3K
11,036
+10%
增持
ITA
ISHARES TR
+$29.0K
10,792
+13%
增持
CSCO
CISCO SYS INC
+$28.1K
12,513
+0%
减持
ICF
ISHARES TR
-$27.3K
4,163
-2%
增持
AGG
ISHARES TR
+$27.0K
10,894
+7%
减持
AEP
AMERICAN ELEC PWR CO INC
-$26.2K
2,794
-0%
增持
PID
INVESCO EXCHANGE TRADED FD T
-$26.0K
56,762
+5%
增持
XLP
SELECT SECTOR SPDR TR
-$24.7K
4,704
+0%
增持
RYLD
GLOBAL X FDS
-$24.0K
29,557
+1%
减持
XYLD
GLOBAL X FDS
-$23.3K
8,013
-2%
减持
ILCG
ISHARES TR
-$23.1K
6,281
-2%
增持
VNQ
VANGUARD INDEX FDS
-$22.6K
2,885
+0%
减持
CAT
CATERPILLAR INC
+$22.2K
881
-1%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$21.5K
4,744
-2%
减持
EXC
EXELON CORP
-$20.7K
6,673
-0%
减持
DVLU
FIRST TR EXCHANGE-TRADED FD
-$20.0K
16,639
-2%
减持
—
NUVEEN PFD & INCOME SECS FD
-$19.8K
85,923
-0%
减持
CRM
SALESFORCE INC
-$18.9K
1,729
-1%
增持
PAVE
GLOBAL X FDS
-$18.7K
18,380
+0%
增持
DIS
DISNEY WALT CO
-$18.5K
3,270
+3%
减持
PFXF
VANECK ETF TRUST
-$18.5K
16,739
-1%
增持
VDC
VANGUARD WORLD FDS
+$18.5K
8,946
+8%
增持
XEL
XCEL ENERGY INC
-$18.4K
3,773
+0%
增持
SMH
VANECK ETF TRUST
-$17.3K
6,147
+3%
增持
PG
PROCTER AND GAMBLE CO
-$15.8K
2,877
+0%
增持
XMLV
INVESCO EXCH TRADED FD TR II
-$15.4K
6,123
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$14.1K
20,482
-0%
减持
BP
BP PLC
+$11.9K
9,982
-6%
减持
EMR
EMERSON ELEC CO
+$10.5K
3,125
-3%
增持
GLD
SPDR GOLD TR
-$10.4K
16,783
+4%
增持
NUE
NUCOR CORP
-$10.1K
1,429
+0%
增持
LNT
ALLIANT ENERGY CORP
-$10.0K
5,489
+4%
增持
OGE
OGE ENERGY CORP
-$9.5K
6,297
+3%
减持
AMP
AMERIPRISE FINL INC
-$9.4K
1,542
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$8.6K
6,539
-2%
