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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 41
增持 80
减持 20
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
PG
PROCTER AND GAMBLE CO
+$4.6M
31,015
+929%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
22,246
+28%
增持
AMZN
AMAZON COM INC
+$1.3M
29,473
+13%
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
NVDA
NVIDIA CORPORATION
+$1.3M
2,776
+17%
清仓
GNL
GLOBAL NET LEASE INC
-$960.5K
0
-100%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$950.9K
291,511
+14%
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$896.1K
14,855
增持
VOO
VANGUARD INDEX FDS
+$820.1K
4,943
+39%
增持
AGG
ISHARES TR
+$815.6K
21,068
+68%
增持
DGRO
ISHARES TR
+$743.5K
157,467
+1%
增持
SMH
VANECK ETF TRUST
+$695.8K
8,165
+25%
增持
VDE
VANGUARD WORLD FD
+$631.3K
38,143
+2%
增持
MSFT
MICROSOFT CORP
+$600.3K
7,047
+12%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$566.7K
12,516
建仓
MU
MICRON TECHNOLOGY INC
+$486.6K
4,128
增持
VHT
VANGUARD WORLD FD
+$482.3K
7,827
+20%
增持
VOE
VANGUARD INDEX FDS
+$481.2K
29,437
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$475.1K
45,682
+1%
建仓
IBIT
ISHARES BITCOIN TR
+$467.4K
11,550
增持
XLF
SELECT SECTOR SPDR TR
+$463.9K
29,366
+43%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$455.5K
0
-100%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$449.9K
12,646
+13%
增持
QQQ
INVESCO QQQ TR
+$447.5K
8,429
+5%
建仓
SPGI
S&P GLOBAL INC
+$443.7K
1,043
增持
PEP
PEPSICO INC
+$412.7K
13,500
+18%
减持
VTV
VANGUARD INDEX FDS
+$397.7K
30,697
-0%
建仓
ARM
ARM HOLDINGS PLC
+$382.2K
3,058
建仓
SPYG
SPDR SER TR
+$367.4K
5,022
增持
AAPL
APPLE INC
-$365.7K
26,559
+4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$359.7K
15,632
建仓
COP
CONOCOPHILLIPS
+$354.1K
2,782
增持
ADM
ARCHER DANIELS MIDLAND CO
+$350.1K
13,094
+100%
清仓
SLYV
SPDR SER TR
-$346.8K
0
-100%
增持
ITA
ISHARES TR
+$336.8K
14,746
+16%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$333.9K
42,363
+7%
增持
XIDE
FIRST TR EXCHNG TRADED FD VI
+$333.4K
29,311
+58%
增持
VUG
VANGUARD INDEX FDS
+$306.4K
3,031
+28%
增持
IMCG
ISHARES TR
+$297.0K
12,927
+35%
清仓
CGGR
CAPITAL GROUP GROWTH ETF
-$285.6K
0
-100%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$275.0K
38,410
+3%
建仓
PKB
INVESCO EXCHANGE TRADED FD T
+$272.0K
3,633
减持
OXY
OCCIDENTAL PETE CORP
+$269.8K
51,141
-0%
建仓
SCHG
SCHWAB STRATEGIC TR
+$268.7K
2,898
建仓
HTGC
HERCULES CAPITAL INC
+$267.7K
14,512
建仓
MLM
MARTIN MARIETTA MATLS INC
+$266.3K
434
建仓
META
META PLATFORMS INC
+$265.7K
547
清仓
IEMG
ISHARES INC
-$265.4K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$262.4K
1,302
增持
ARCC
ARES CAPITAL CORP
+$262.2K
38,283
+43%
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$257.1K
6,125
减持
VBK
VANGUARD INDEX FDS
-$257.0K
5,186
-22%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$256.8K
1,887
建仓
NRG
NRG ENERGY INC
+$250.4K
3,700
建仓
WMT
WALMART INC
+$248.2K
4,125
减持
JPM
JPMORGAN CHASE & CO
+$238.6K
7,984
-0%
增持
BX
BLACKSTONE INC
+$237.4K
14,251
+14%
建仓
CASY
CASEYS GEN STORES INC
+$236.0K
741
清仓
XEL
XCEL ENERGY INC
-$235.9K
0
-100%
建仓
EMXC
ISHARES INC
+$231.5K
4,022
建仓
UNP
UNION PAC CORP
+$229.5K
933
增持
AVGO
BROADCOM INC
+$224.5K
917
+3%
建仓
XLC
SELECT SECTOR SPDR TR
+$224.0K
2,743
建仓
NEM
NEWMONT CORP
+$222.1K
6,197
增持
PRU
PRUDENTIAL FINL INC
+$220.4K
15,310
+1%
建仓
QTWO
Q2 HLDGS INC
+$220.0K
4,185
增持
—
EATON CORP PLC
+$218.2K
1,364
+58%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$218.1K
3,185
建仓
CEG
CONSTELLATION ENERGY CORP
+$216.6K
1,172
增持
LLY
ELI LILLY & CO
+$216.0K
940
+6%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$214.8K
112,922
-15%
建仓
LGLV
SPDR SER TR
+$214.1K
1,375
增持
USB
US BANCORP DEL
+$212.7K
110,194
+1%
建仓
XLV
SELECT SECTOR SPDR TR
+$210.4K
1,424
建仓
MDLZ
MONDELEZ INTL INC
+$208.0K
2,972
清仓
TSLA
TESLA INC
-$208.0K
0
-100%
建仓
COWZ
PACER FDS TR
+$207.5K
3,570
建仓
AVDE
AMERICAN CENTY ETF TR
+$207.3K
3,253
建仓
KO
COCA COLA CO
+$205.9K
3,366
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$205.5K
121,137
+2%
建仓
PFE
PFIZER INC
+$204.9K
7,385
建仓
IWN
ISHARES TR
+$204.1K
1,285
建仓
WCN
WASTE CONNECTIONS INC
+$203.1K
1,181
清仓
COKE
COCA COLA CONS INC
-$202.4K
0
-100%
建仓
—
MARATHON OIL CORP
+$201.9K
7,125
建仓
IUSV
ISHARES TR
+$201.5K
2,228
增持
PID
INVESCO EXCHANGE TRADED FD T
+$197.3K
68,529
+18%
增持
LMT
LOCKHEED MARTIN CORP
+$187.0K
1,241
+49%
增持
RTX
RTX CORPORATION
+$184.2K
9,442
+8%
增持
GAB
GABELLI EQUITY TR INC
+$180.7K
295,814
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$179.2K
12,939
+1%
减持
GOOGL
ALPHABET INC
+$178.6K
18,000
-1%
增持
COST
COSTCO WHSL CORP NEW
+$175.7K
536
+63%
增持
ABBV
ABBVIE INC
+$175.4K
4,905
+6%
增持
JNJ
JOHNSON & JOHNSON
+$175.1K
5,004
+27%
建仓
PKST
PEAKSTONE REALTY TRUST
+$170.0K
10,541
增持
QYLD
GLOBAL X FDS
+$158.0K
168,784
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$151.8K
1,256
+31%
减持
BCD
ABRDN ETFS
-$149.4K
7,051
-42%
增持
PFF
ISHARES TR
+$148.7K
50,207
+7%
增持
—
EXXON MOBIL CORP
+$147.8K
5,886
+10%
增持
BHK
BLACKROCK CORE BD TR
+$146.1K
99,208
+17%
增持
EDV
VANGUARD WORLD FD
+$142.7K
15,086
+21%
增持
DE
DEERE & CO
+$136.3K
7,067
+2%
建仓
MYO
MYOMO INC
+$135.3K
41,382
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$132.4K
1,515
+7%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$131.3K
96,047
-4%
增持
VLO
VALERO ENERGY CORP
+$129.7K
2,796
+5%
增持
AXP
AMERICAN EXPRESS CO
+$127.0K
1,741
+21%
增持
VPU
VANGUARD WORLD FD
+$126.0K
6,576
+11%
减持
SRLN
SSGA ACTIVE ETF TR
-$126.0K
28,287
-10%
增持
CVX
CHEVRON CORP NEW
+$124.4K
6,735
+7%
增持
MRK
MERCK & CO INC
+$119.8K
4,913
+1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$111.4K
51,146
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$108.5K
3,033
+2%
增持
KCE
SPDR SER TR
+$105.9K
10,633
+1%
减持
CSB
VICTORY PORTFOLIOS II
-$104.4K
22,633
-8%
建仓
—
FIBROGEN INC
+$103.3K
43,955
增持
GD
GENERAL DYNAMICS CORP
+$102.5K
1,577
+19%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$99.2K
4,201
+27%
减持
DVN
DEVON ENERGY CORP NEW
+$97.2K
21,241
-1%
增持
RVT
ROYCE VALUE TR INC
+$93.9K
120,848
+1%
增持
CAT
CATERPILLAR INC
+$91.8K
995
+8%
增持
SCHF
SCHWAB STRATEGIC TR
+$91.1K
14,421
+13%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$90.7K
11,528
+21%
减持
DIS
DISNEY WALT CO
+$88.2K
3,122
-4%
增持
CRM
SALESFORCE INC
+$83.8K
1,857
+3%
清仓
INGN
INOGEN INC
-$82.3K
0
-100%
增持
IWM
ISHARES TR
+$80.7K
3,262
+8%
减持
BAC
BANK AMERICA CORP
+$80.0K
19,135
-0%
减持
QCOM
QUALCOMM INC
+$77.0K
3,662
-2%
增持
WPC
WP CAREY INC
-$74.4K
9,852
+1%
增持
MPT
MEDICAL PPTYS TRUST INC
+$71.2K
37,739
+75%
增持
OKE
ONEOK INC NEW
+$70.4K
3,584
+16%
增持
C
CITIGROUP INC
+$67.6K
4,919
+4%
增持
XISE
FIRST TR EXCHNG TRADED FD VI
+$66.1K
33,492
+7%
增持
NEE
NEXTERA ENERGY INC
+$65.9K
6,059
+15%
增持
SPYV
SPDR SER TR
+$63.2K
7,002
+14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$61.7K
10,197
+5%
减持
DVLU
FIRST TR EXCHANGE-TRADED FD
+$61.5K
15,372
-1%
减持
PAVE
GLOBAL X FDS
+$61.3K
17,407
-5%
增持
VNLA
JANUS DETROIT STR TR
+$58.7K
235,704
+0%
增持
ANGL
VANECK ETF TRUST
+$57.1K
86,306
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$54.8K
4,934
+19%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$54.6K
23,981
+0%
减持
VDC
VANGUARD WORLD FD
+$52.5K
8,709
-4%
增持
EMR
EMERSON ELEC CO
+$52.4K
3,242
+0%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$51.5K
15,255
-8%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$51.2K
27,276
-12%
减持
AMP
AMERIPRISE FINL INC
+$50.9K
1,482
-6%
增持
AEP
AMERICAN ELEC PWR CO INC
+$49.9K
3,103
+16%
