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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 32
增持 64
减持 49
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
USB
US BANCORP DEL
+$1.1M
108,894
-1%
建仓
XISE
FIRST TR EXCHNG TRADED FD VI
+$961.4K
31,287
增持
AMZN
AMAZON COM INC
+$681.4K
26,124
+1%
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。
减持
DGRO
ISHARES TR
+$631.0K
156,058
-0%
减持
TIP
ISHARES TR
-$610.3K
3,919
-61%
建仓
IWM
ISHARES TR
+$605.2K
3,015
增持
MSFT
MICROSOFT CORP
+$575.4K
6,289
+11%
增持
VTI
VANGUARD INDEX FDS
+$574.8K
17,364
+4%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$560.9K
82,974
建仓
XIDE
FIRST TR EXCHNG TRADED FD VI
+$559.8K
18,550
建仓
ARCC
ARES CAPITAL CORP
+$534.9K
26,703
清仓
—
NUVEEN PFD & INCOME SECS FD
-$530.1K
0
-100%
建仓
STNE
STONECO LTD
+$517.2K
28,685
建仓
FTHI
FIRST TR EXCHANGE-TRADED FD
+$513.9K
24,060
减持
BCD
ABRDN ETFS
-$496.2K
12,156
-54%
减持
HNDL
STRATEGY SHS
-$466.8K
49,452
-37%
增持
ITA
ISHARES TR
+$465.0K
12,707
+18%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$455.5K
14,200
增持
QQQ
INVESCO QQQ TR
+$453.5K
8,046
+1%
减持
PFFD
GLOBAL X FDS
-$436.4K
49,959
-33%
增持
AVGO
BROADCOM INC
+$417.2K
888
+29%
增持
VYM
VANGUARD WHITEHALL FDS
+$391.8K
45,256
+0%
减持
IVV
ISHARES TR
-$370.4K
2,684
-30%
增持
GLD
SPDR GOLD TR
+$363.7K
16,954
+1%
增持
RTX
RTX CORPORATION
+$343.7K
8,755
+60%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$339.3K
2,150
减持
OXY
OCCIDENTAL PETE CORP
-$339.2K
51,144
-2%
减持
VTV
VANGUARD INDEX FDS
+$331.4K
30,780
-1%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$317.0K
10,000
清仓
XYLD
GLOBAL X FDS
-$311.6K
0
-100%
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$309.8K
9,800
增持
BHK
BLACKROCK CORE BD TR
+$306.8K
84,814
+36%
增持
GOOGL
ALPHABET INC
+$306.6K
18,170
+7%
增持
BX
BLACKSTONE INC
+$300.8K
12,486
+0%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$294.8K
37,307
+1%
建仓
SPYV
SPDR SER TR
+$287.6K
6,167
增持
VNLA
JANUS DETROIT STR TR
+$278.9K
235,368
+2%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$270.7K
132,765
-15%
建仓
AXP
AMERICAN EXPRESS CO
+$269.3K
1,438
清仓
XLV
SELECT SECTOR SPDR TR
-$259.6K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$252.3K
1,415
-35%
增持
SMH
VANECK ETF TRUST
+$250.0K
6,526
+6%
建仓
OCSL
OAKTREE SPECIALTY LENDING CO
+$244.1K
11,952
建仓
C
CITIGROUP INC
+$243.5K
4,734
增持
CSB
VICTORY PORTFOLIOS II
+$238.3K
24,526
+6%
建仓
MCD
MCDONALDS CORP
+$234.3K
790
建仓
LEN
LENNAR CORP
+$233.7K
1,568
减持
VEA
VANGUARD TAX-MANAGED FDS
-$232.3K
23,979
-24%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$230.1K
39,590
+0%
增持
VBK
VANGUARD INDEX FDS
+$228.5K
6,655
+3%
增持
AGG
ISHARES TR
+$223.4K
12,573
+15%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$222.3K
6,784
增持
JPM
JPMORGAN CHASE & CO
+$221.5K
7,999
+2%
建仓
UNH
UNITEDHEALTH GROUP INC
+$218.7K
415
清仓
VNQ
VANGUARD INDEX FDS
-$218.2K
0
-100%
建仓
OKE
ONEOK INC NEW
+$216.9K
3,089
建仓
COST
COSTCO WHSL CORP NEW
+$216.8K
328
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$209.3K
555
建仓
V
VISA INC
+$208.5K
801
建仓
—
EATON CORP PLC
+$208.3K
865
建仓
FIW
FIRST TR EXCHANGE TRADED FD
+$208.2K
2,196
建仓
DFIV
DIMENSIONAL ETF TRUST
+$207.5K
6,039
建仓
PM
PHILIP MORRIS INTL INC
+$203.5K
2,163
建仓
NET
CLOUDFLARE INC
+$202.5K
2,432
建仓
COKE
COCA COLA CONS INC
+$202.4K
218
减持
VOT
VANGUARD INDEX FDS
-$202.2K
2,686
-34%
建仓
ATI
ATI INC
+$201.8K
4,437
建仓
TTC
TORO CO
+$201.0K
2,094
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$201.0K
12,814
+0%
增持
EDV
VANGUARD WORLD FD
+$196.7K
12,500
+7%
增持
DE
DEERE & CO
+$196.6K
6,919
+2%
增持
IMCG
ISHARES TR
+$181.2K
9,567
+26%
减持
RVT
ROYCE VALUE TR INC
+$177.0K
119,464
-2%
减持
VPU
VANGUARD WORLD FDS
-$176.4K
5,921
-24%
增持
VOO
VANGUARD INDEX FDS
+$162.7K
3,563
+0%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$161.5K
11,164
+7%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$157.6K
50,504
-0%
增持
QCOM
QUALCOMM INC
+$157.1K
3,754
+8%
减持
KCE
SPDR SER TR
+$151.3K
10,489
-1%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$150.2K
16,577
+17%
增持
NVDA
NVIDIA CORPORATION
+$148.8K
2,377
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$130.1K
2,978
-1%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$128.7K
255,580
+3%
减持
BUG
GLOBAL X FDS
+$125.2K
24,958
-0%
增持
CRM
SALESFORCE INC
+$124.9K
1,807
+5%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$124.8K
58,149
+2%
增持
BAC
BANK AMERICA CORP
+$122.1K
19,173
+0%
增持
BA
BOEING CO
+$118.2K
1,413
+8%
清仓
NUV
NUVEEN MUN VALUE FD INC
-$117.0K
0
-100%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$113.6K
100,402
-3%
增持
VUG
VANGUARD INDEX FDS
+$107.7K
2,371
+3%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$106.1K
21,615
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$106.0K
4,531
-4%
减持
WPC
WP CAREY INC
+$103.4K
9,728
-0%
增持
VDE
VANGUARD WORLD FDS
-$102.6K
37,451
+6%
减持
KMI
KINDER MORGAN INC DEL
+$101.7K
99,280
-0%
减持
VHT
VANGUARD WORLD FDS
+$97.7K
6,522
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$93.6K
20,559
+0%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$93.2K
31,114
-6%
增持
FCX
FREEPORT-MCMORAN INC
+$92.7K
7,002
+27%
增持
VDC
VANGUARD WORLD FDS
+$91.3K
9,035
+1%
增持
AMP
AMERIPRISE FINL INC
+$90.7K
1,577
+2%
减持
PRU
PRUDENTIAL FINL INC
+$90.6K
15,206
-3%
减持
SPIP
SPDR SER TR
-$80.8K
16,666
-18%
增持
VZ
VERIZON COMMUNICATIONS INC
+$78.6K
9,712
+9%
减持
PAVE
GLOBAL X FDS
+$73.3K
18,330
-0%
增持
LLY
ELI LILLY & CO
+$72.7K
884
+7%
减持
RYLD
GLOBAL X FDS
-$72.2K
25,807
-13%
增持
STWD
STARWOOD PPTY TR INC
+$72.1K
41,273
+0%
减持
RHI
ROBERT HALF INC.
+$71.6K
5,365
-2%
增持
GD
GENERAL DYNAMICS CORP
+$69.9K
1,321
+7%
增持
SCHF
SCHWAB STRATEGIC TR
+$69.7K
12,761
+8%
增持
VB
VANGUARD INDEX FDS
+$65.7K
2,562
+1%
增持
CVX
CHEVRON CORP NEW
-$63.4K
6,288
+6%
减持
HON
HONEYWELL INTL INC
+$60.9K
2,633
-1%
增持
VO
VANGUARD INDEX FDS
+$59.5K
2,282
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$57.7K
833
+7%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$57.6K
22,241
-19%
增持
VBR
VANGUARD INDEX FDS
+$56.1K
1,573
+11%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$55.9K
7,549
+15%
减持
FPX
FIRST TR EXCHANGE TRADED FD
+$52.5K
4,475
-0%
减持
XLU
SELECT SECTOR SPDR TR
+$52.0K
14,558
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$49.8K
960
+6%
增持
VGT
VANGUARD WORLD FDS
+$49.3K
557
+5%
减持
ILCG
ISHARES TR
+$49.1K
6,248
-1%
减持
GAB
GABELLI EQUITY TR INC
-$47.8K
285,863
-2%
减持
ANGL
VANECK ETF TRUST
+$46.4K
85,040
-4%
减持
SRLN
SSGA ACTIVE ETF TR
-$46.2K
31,413
-3%
减持
AAPL
APPLE INC
+$44.5K
25,555
-10%
减持
PECO
PHILLIPS EDISON & CO INC
+$44.5K
30,456
-4%
增持
ABBV
ABBVIE INC
+$44.5K
4,632
+3%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$44.3K
77,623
-9%
减持
SLYV
SPDR SER TR
+$42.9K
4,163
-1%
增持
GOOG
ALPHABET INC
+$42.1K
4,262
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$41.2K
10,116
+1%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$40.1K
20,919
-2%
增持
MRK
MERCK & CO INC
+$39.7K
4,847
+2%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$39.3K
3,299
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$38.2K
4,678
+7%
增持
XSLV
INVESCO EXCH TRADED FD TR II
+$37.1K
7,676
+0%
增持
CAT
CATERPILLAR INC
+$32.4K
923
+5%
减持
DFAC
DIMENSIONAL ETF TRUST
+$32.1K
15,581
-4%
减持
VLO
VALERO ENERGY CORP
-$31.9K
2,674
-0%
增持
—
EXXON MOBIL CORP
-$31.5K
5,364
+11%
减持
DUK
DUKE ENERGY CORP NEW
+$31.2K
3,718
-0%
减持
VOE
VANGUARD INDEX FDS
-$30.8K
28,331
-10%
增持
CET
CENTRAL SECS CORP
+$30.5K
7,931
+4%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$30.2K
9,514
-1%
减持
DIS
DISNEY WALT CO
+$28.8K
3,253
-1%
增持
NUE
NUCOR CORP
+$25.6K
1,431
+0%
