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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 26
增持 75
减持 38
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
PG
PROCTER AND GAMBLE CO
-$2.5M
15,053
-51%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
36,706
+1222%
增持
AAPL
APPLE INC
+$1.6M
29,363
+11%
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。
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$1.3M
28,490
增持
MSFT
MICROSOFT CORP
+$1.2M
9,339
+33%
增持
AMZN
AMAZON COM INC
+$1.0M
32,694
+11%
增持
GOOGL
ALPHABET INC
+$906.9K
19,894
+11%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$765.6K
4,426
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$648.1K
16,610
增持
USB
US BANCORP DEL
-$514.3K
111,119
+1%
增持
VTI
VANGUARD INDEX FDS
+$507.7K
23,511
+6%
增持
AVGO
BROADCOM INC
+$489.6K
1,062
+16%
增持
QQQ
INVESCO QQQ TR
+$464.3K
8,781
+4%
增持
SMH
VANECK ETF TRUST
+$462.1K
8,819
+8%
清仓
DRIV
GLOBAL X FDS
-$445.0K
0
-100%
建仓
INTC
INTEL CORP
+$413.3K
13,345
建仓
GS
GOLDMAN SACHS GROUP INC
+$399.1K
882
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$335.4K
116,479
-5%
增持
AGG
ISHARES TR
+$305.1K
24,401
+16%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$287.8K
6,576
清仓
AVDV
AMERICAN CENTY ETF TR
-$287.3K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$286.3K
3,555
+17%
增持
VPU
VANGUARD WORLD FD
+$278.7K
8,223
+25%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$276.8K
8,417
建仓
ABT
ABBOTT LABS
+$273.8K
2,635
减持
DFAC
DIMENSIONAL ETF TRUST
-$264.0K
7,254
-53%
建仓
COKE
COCA COLA CONS INC
+$260.4K
240
增持
ITA
ISHARES TR
+$257.6K
16,683
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$257.1K
29,548
+23%
建仓
MA
MASTERCARD INCORPORATED
+$253.7K
575
建仓
XLK
SELECT SECTOR SPDR TR
+$253.4K
1,120
建仓
EOG
EOG RES INC
+$239.4K
1,902
增持
ARCC
ARES CAPITAL CORP
+$239.2K
49,726
+30%
建仓
STZ
CONSTELLATION BRANDS INC
+$234.5K
911
建仓
WMB
WILLIAMS COS INC
+$230.5K
5,423
增持
SCHG
SCHWAB STRATEGIC TR
+$228.8K
4,934
+70%
建仓
OXY/WS
OCCIDENTAL PETE CORP
+$227.4K
5,525
增持
NEE
NEXTERA ENERGY INC
+$222.8K
8,614
+42%
清仓
BCD
ABRDN ETFS
-$222.5K
0
-100%
建仓
NFLX
NETFLIX INC
+$222.0K
329
清仓
DFIV
DIMENSIONAL ETF TRUST
-$221.9K
0
-100%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$221.6K
12,065
清仓
XLV
SELECT SECTOR SPDR TR
-$210.4K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$208.4K
883
清仓
MDLZ
MONDELEZ INTL INC
-$208.0K
0
-100%
清仓
COWZ
PACER FDS TR
-$207.5K
0
-100%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$204.3K
2,990
清仓
IWN
ISHARES TR
-$204.1K
0
-100%
清仓
IUSV
ISHARES TR
-$201.5K
0
-100%
建仓
KRP
KIMBELL RTY PARTNERS LP
+$196.3K
12,000
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$193.9K
316,465
+9%
增持
LLY
ELI LILLY & CO
+$188.6K
1,016
+8%
建仓
SBRA
SABRA HEALTH CARE REIT INC
+$184.8K
12,000
增持
KMI
KINDER MORGAN INC DEL
+$183.1K
99,559
+2%
增持
COST
COSTCO WHSL CORP NEW
+$177.8K
671
+25%
建仓
HR
HEALTHCARE RLTY TR
+$176.3K
10,700
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$172.4K
93,033
-3%
增持
VNLA
JANUS DETROIT STR TR
+$166.5K
238,941
+1%
减持
PFFD
GLOBAL X FDS
-$159.9K
42,195
-14%
增持
ARM
ARM HOLDINGS PLC
+$158.5K
3,305
+8%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$157.8K
106,120
-6%
增持
BSX
BOSTON SCIENTIFIC CORP
+$156.5K
4,865
+53%
增持
STNE
STONECO LTD
-$154.2K
33,600
+0%
增持
WMT
WALMART INC
+$153.5K
5,934
+44%
增持
JPM
JPMORGAN CHASE & CO.
+$152.4K
8,660
+8%
增持
GOOG
ALPHABET INC
+$151.6K
4,364
+2%
建仓
MFIC
MIDCAP FINANCIAL INVSTMNT CO
+$151.4K
10,000
减持
GLD
SPDR GOLD TR
+$150.6K
16,922
-0%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$150.3K
10,000
清仓
—
CALUMET SPECIALTY PRODS PART
-$148.6K
0
-100%
增持
QCOM
QUALCOMM INC
+$141.6K
3,824
+4%
增持
PEP
PEPSICO INC
-$132.4K
13,522
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$129.7K
14,025
-12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$126.7K
2,976
+39%
减持
SPDW
SPDR INDEX SHS FDS
-$123.7K
14,550
-18%
建仓
—
EASTERLY GOVT PPTYS INC
+$123.7K
10,000
增持
UNH
UNITEDHEALTH GROUP INC
+$121.5K
641
+55%
减持
VYM
VANGUARD WHITEHALL FDS
-$119.9K
45,592
-0%
减持
BX
BLACKSTONE INC
-$118.2K
14,168
-1%
增持
CVX
CHEVRON CORP NEW
+$116.7K
7,537
+12%
增持
V
VISA INC
+$108.7K
1,372
+52%
建仓
TCPC
BLACKROCK TCP CAPITAL CORP
+$108.0K
10,000
增持
XLF
SELECT SECTOR SPDR TR
+$104.0K
32,617
+11%
减持
MPT
MEDICAL PPTYS TRUST INC
-$102.6K
17,354
-54%
增持
OXY
OCCIDENTAL PETE CORP
-$100.1K
51,143
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$99.8K
13,490
+4%
增持
PM
PHILIP MORRIS INTL INC
+$99.3K
3,161
+31%
减持
VBR
VANGUARD INDEX FDS
-$99.0K
1,111
-29%
增持
HON
HONEYWELL INTL INC
+$98.6K
3,001
+14%
减持
DGRO
ISHARES TR
-$97.0K
157,013
-0%
增持
MRK
MERCK & CO INC
+$96.0K
6,012
+22%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
-$94.4K
3,509
-16%
增持
OKE
ONEOK INC NEW
+$93.8K
4,674
+30%
减持
DVN
DEVON ENERGY CORP NEW
-$93.2K
20,521
-3%
增持
VGT
VANGUARD WORLD FD
+$93.2K
609
+24%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$91.2K
50,766
-1%
增持
META
META PLATFORMS INC
+$89.4K
704
+29%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$87.7K
67,109
-8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$87.4K
17,651
+13%
增持
IMCG
ISHARES TR
+$86.3K
14,760
+14%
增持
ABBV
ABBVIE INC
+$85.9K
5,709
+16%
增持
ICF
ISHARES TR
+$85.6K
5,191
+41%
增持
—
EXXON MOBIL CORP
+$84.6K
6,677
+13%
减持
SRLN
SSGA ACTIVE ETF TR
-$82.4K
26,525
-6%
减持
RHI
ROBERT HALF INC.
-$82.3K
5,363
-0%
增持
EDV
VANGUARD WORLD FD
+$81.1K
16,846
+12%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$76.5K
1,917
+2%
减持
PFF
ISHARES TR
-$76.2K
48,873
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$76.1K
1,379
-9%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$76.0K
11,171
-23%
增持
AMP
AMERIPRISE FINL INC
+$74.1K
1,695
+14%
增持
MU
MICRON TECHNOLOGY INC
+$73.2K
4,256
+3%
减持
VO
VANGUARD INDEX FDS
-$72.8K
2,058
-10%
增持
VBK
VANGUARD INDEX FDS
+$72.1K
5,694
+10%
增持
RVT
ROYCE SMALL CAP TRUST INC
-$71.1K
121,778
+1%
增持
FTHI
FIRST TR EXCHANGE-TRADED FD
+$68.3K
27,100
+13%
增持
VTV
VANGUARD INDEX FDS
-$67.8K
30,743
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$66.6K
4,839
-2%
减持
STWD
STARWOOD PPTY TR INC
-$66.3K
40,669
-1%
减持
TIP
ISHARES TR
-$63.9K
3,011
-16%
减持
NUE
NUCOR CORP
-$62.6K
1,398
-2%
增持
IVV
ISHARES TR
+$61.6K
2,691
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$60.6K
13,190
+14%
减持
DFUS
DIMENSIONAL ETF TRUST
-$60.0K
3,510
-25%
清仓
KOS
KOSMOS ENERGY LTD
-$59.6K
0
-100%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$59.1K
15,353
-21%
减持
VOO
VANGUARD INDEX FDS
+$59.0K
4,869
-1%
减持
HNDL
STRATEGY SHS
-$58.8K
45,067
-5%
增持
COP
CONOCOPHILLIPS
+$58.3K
3,606
+30%
增持
EMR
EMERSON ELEC CO
+$56.1K
3,847
+19%
减持
AMD
ADVANCED MICRO DEVICES INC
-$55.6K
3,032
-0%
减持
TROW
PRICE T ROWE GROUP INC
-$51.2K
5,014
-3%
增持
HTGC
HERCULES CAPITAL INC
+$50.8K
15,578
+7%
增持
JNJ
JOHNSON & JOHNSON
-$50.6K
5,070
+1%
增持
PKB
INVESCO EXCHANGE TRADED FD T
+$49.8K
4,745
+31%
增持
FPXI
FIRST TR EXCHANGE TRADED FD
+$49.5K
5,488
+21%
减持
RYLD
GLOBAL X FDS
-$49.4K
24,592
-6%
增持
CSB
VICTORY PORTFOLIOS II
+$48.3K
24,637
+9%
减持
VLO
VALERO ENERGY CORP
-$46.9K
2,745
-2%
增持
NEM
NEWMONT CORP
+$46.0K
6,404
+3%
增持
PKST
PEAKSTONE REALTY TRUST
-$43.7K
11,914
+13%
增持
VOE
VANGUARD INDEX FDS
-$43.6K
30,219
+3%
增持
PAVE
GLOBAL X FDS
-$43.5K
17,543
+1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$42.8K
44,244
+4%
增持
LNT
ALLIANT ENERGY CORP
+$42.6K
6,860
+13%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$42.0K
37,653
-2%
增持
EMXC
ISHARES INC
+$40.3K
4,592
+14%
增持
GAB
GABELLI EQUITY TR INC
+$37.6K
321,257
+9%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$36.9K
15,536
+5%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$36.5K
25,532
-6%
