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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 30
增持 59
减持 45
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$3.2M
47,359
-59%
减持
GLD
SPDR GOLD TR
-$2.7M
3,979
-76%
建仓
IGEB
ISHARES TR
+$2.3M
49,537
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
FAUG
FIRST TR EXCHNG TRADED FD VI
+$1.7M
36,584
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$1.6M
72,165
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$1.0M
21,400
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$908.0K
19,234
增持
ANGL
VANECK ETF TRUST
+$906.2K
115,157
+31%
增持
DGRO
ISHARES TR
+$866.8K
158,117
+1%
增持
VOE
VANGUARD INDEX FDS
+$775.7K
31,738
+5%
建仓
JAAA
JANUS DETROIT STR TR
+$775.5K
15,241
减持
VNLA
JANUS DETROIT STR TR
-$767.8K
220,848
-8%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$749.7K
366,804
+16%
增持
AAPL
APPLE INC
+$745.7K
29,743
+1%
减持
SRLN
SSGA ACTIVE ETF TR
-$716.6K
9,390
-65%
增持
XLU
SELECT SECTOR SPDR TR
+$698.0K
20,581
+45%
减持
PG
PROCTER AND GAMBLE CO
-$685.6K
10,374
-31%
增持
EDV
VANGUARD WORLD FD
+$639.3K
23,543
+40%
减持
USB
US BANCORP DEL
+$619.5K
110,014
-1%
增持
VTI
VANGUARD INDEX FDS
+$610.0K
24,366
+4%
建仓
MUB
ISHARES TR
+$605.0K
5,570
增持
OXY
OCCIDENTAL PETE CORP
-$586.4K
51,166
+0%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$544.3K
65,063
-39%
增持
VTV
VANGUARD INDEX FDS
+$539.9K
31,342
+2%
增持
VPU
VANGUARD WORLD FD
+$507.2K
9,903
+20%
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$479.7K
10,675
减持
DVN
DEVON ENERGY CORP NEW
-$436.8K
13,699
-33%
增持
ICF
ISHARES TR
+$422.6K
10,924
+110%
增持
AGG
ISHARES TR
+$387.5K
27,215
+12%
减持
VYM
VANGUARD WHITEHALL FDS
+$383.4K
45,168
-1%
建仓
XHB
SPDR SER TR
+$368.3K
2,957
减持
BX
BLACKSTONE INC
+$364.3K
13,833
-2%
清仓
GNOV
FIRST TR EXCHNG TRADED FD VI
-$341.1K
0
-100%
增持
ITA
ISHARES TR
+$321.5K
16,870
+1%
清仓
GSEP
FIRST TR EXCHNG TRADED FD VI
-$321.2K
0
-100%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$320.0K
92,637
-0%
增持
NVDA
NVIDIA CORPORATION
+$289.1K
39,721
+8%
建仓
TSLA
TESLA INC
+$287.5K
1,099
增持
VDE
VANGUARD WORLD FD
+$284.5K
43,595
+10%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$274.4K
45,545
+3%
增持
GOOGL
ALPHABET INC
-$271.6K
20,211
+2%
增持
VBK
VANGUARD INDEX FDS
+$267.1K
6,325
+11%
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$265.9K
0
-100%
建仓
T
AT&T INC
+$264.3K
12,014
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$252.7K
0
-100%
增持
IYK
ISHARES TR
+$252.6K
11,444
+36%
建仓
—
ARISTA NETWORKS INC
+$250.6K
653
建仓
XEL
XCEL ENERGY INC
+$240.9K
3,689
建仓
IWF
ISHARES TR
+$239.1K
637
建仓
DHI
D R HORTON INC
+$237.9K
1,247
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$237.0K
18,391
+4%
增持
CSB
VICTORY PORTFOLIOS II
+$234.5K
26,400
+7%
清仓
STZ
CONSTELLATION BRANDS INC
-$234.5K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$232.4K
3,155
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$231.3K
18,293
+39%
增持
IMCG
ISHARES TR
+$230.6K
16,865
+14%
清仓
OXY/WS
OCCIDENTAL PETE CORP
-$227.4K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$226.6K
0
-100%
清仓
NFLX
NETFLIX INC
-$222.0K
0
-100%
清仓
NUE
NUCOR CORP
-$221.0K
0
-100%
清仓
EXC
EXELON CORP
-$217.3K
0
-100%
建仓
GIS
GENERAL MLS INC
+$216.9K
2,937
建仓
SPYD
SPDR SER TR
+$216.8K
4,750
减持
XISE
FIRST TR EXCHNG TRADED FD VI
-$215.7K
27,059
-20%
建仓
IUSV
ISHARES TR
+$215.1K
2,253
建仓
IWN
ISHARES TR
+$213.0K
1,277
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$212.4K
4,128
建仓
—
DUPONT DE NEMOURS INC
+$210.5K
2,363
清仓
OCSL
OAKTREE SPECIALTY LENDING CO
-$210.1K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$208.4K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$208.4K
4,405
-0%
建仓
SLYV
SPDR SER TR
+$207.9K
2,395
建仓
ITOT
ISHARES TR
+$207.8K
1,654
清仓
—
MARATHON OIL CORP
-$207.4K
0
-100%
建仓
COWZ
PACER FDS TR
+$206.5K
3,570
增持
CEG
CONSTELLATION ENERGY CORP
+$205.1K
1,750
+40%
建仓
SO
SOUTHERN CO
+$204.3K
2,266
建仓
RY
ROYAL BK CDA
+$204.0K
1,635
建仓
FSK
FS KKR CAP CORP
+$197.3K
10,000
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$196.1K
13,424
-0%
增持
RTX
RTX CORPORATION
+$194.5K
9,323
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$194.1K
33,870
+4%
减持
KMI
KINDER MORGAN INC DEL
+$190.0K
98,155
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$185.6K
3,764
+26%
清仓
SBRA
SABRA HEALTH CARE REIT INC
-$184.8K
0
-100%
建仓
CHCT
COMMUNITY HEALTHCARE TR INC
+$181.5K
10,000
增持
PFFD
GLOBAL X FDS
+$178.1K
48,531
+15%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$177.6K
20,937
+74%
清仓
HR
HEALTHCARE RLTY TR
-$176.3K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$170.7K
49,229
-3%
增持
KCE
SPDR SER TR
+$169.5K
10,671
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$169.5K
1,587
+15%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$167.6K
12,082
-23%
增持
VHT
VANGUARD WORLD FD
+$166.8K
8,063
+2%
增持
VDC
VANGUARD WORLD FD
+$160.9K
9,019
+1%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$154.2K
16,425
+6%
减持
PECO
PHILLIPS EDISON & CO INC
+$154.2K
33,933
-1%
增持
RVT
ROYCE SMALL CAP TRUST INC
+$152.2K
121,929
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$150.8K
6,223
+26%
增持
INTC
INTEL CORP
+$150.8K
24,043
+80%
减持
CVX
CHEVRON CORP NEW
-$145.1K
7,020
-7%
建仓
SOUN
SOUNDHOUND AI INC
+$143.8K
30,853
增持
JNJ
JOHNSON & JOHNSON
+$132.3K
5,389
+6%
减持
QCOM
QUALCOMM INC
-$131.2K
3,708
-3%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$130.7K
13,400
+3%
减持
MU
MICRON TECHNOLOGY INC
-$123.7K
4,205
-1%
增持
GAB
GABELLI EQUITY TR INC
+$119.5K
326,046
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$117.8K
1,199
-4%
减持
NOC
NORTHROP GRUMMAN CORP
+$115.7K
1,345
-1%
增持
MCD
MCDONALDS CORP
+$114.7K
1,085
+28%
增持
JPM
JPMORGAN CHASE & CO.
+$111.5K
8,836
+2%
减持
FCX
FREEPORT-MCMORAN INC
-$111.3K
4,621
-34%
增持
KVUE
KENVUE INC
+$110.6K
21,993
+0%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$107.8K
21,218
-17%
增持
SMH
VANECK ETF TRUST
-$107.7K
8,928
+1%
减持
NEE
NEXTERA ENERGY INC
+$106.0K
8,470
-2%
增持
PM
PHILIP MORRIS INTL INC
+$102.1K
3,479
+10%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$98.5K
119,369
-2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$97.9K
10,770
+28%
减持
TIP
ISHARES TR
-$95.6K
2,045
-32%
减持
GOOG
ALPHABET INC
-$94.5K
4,223
-3%
增持
WMT
WALMART INC
+$93.5K
6,133
+3%
减持
BHK
BLACKROCK CORE BD TR
+$92.2K
95,011
-4%
减持
ABBV
ABBVIE INC
+$88.5K
5,406
-5%
减持
MRK
MERCK & CO INC
-$88.4K
5,775
-4%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$86.9K
10,271
-18%
清仓
PDM
PIEDMONT OFFICE REALTY TR IN
-$84.4K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$81.9K
8,787
+0%
增持
AXP
AMERICAN EXPRESS CO
+$81.6K
1,704
+4%
增持
STWD
STARWOOD PPTY TR INC
+$81.5K
41,792
+3%
减持
GS
GOLDMAN SACHS GROUP INC
-$80.8K
643
-27%
增持
SCHF
SCHWAB STRATEGIC TR
+$79.8K
16,385
+6%
减持
ARCC
ARES CAPITAL CORP
-$77.7K
45,780
-8%
增持
IWM
ISHARES TR
+$76.9K
3,495
+2%
增持
SPGI
S&P GLOBAL INC
+$76.8K
1,049
+1%
减持
VOO
VANGUARD INDEX FDS
+$76.2K
4,759
-2%
增持
WPC
WP CAREY INC
+$75.2K
10,050
+0%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$73.1K
12,038
-8%
增持
PEP
PEPSICO INC
+$72.1K
13,539
+0%
增持
COKE
COCA COLA CONS INC
+$71.3K
252
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$69.8K
28,974
-2%
减持
AMP
AMERIPRISE FINL INC
+$69.2K
1,688
-0%
减持
QTWO
Q2 HLDGS INC
+$68.6K
4,025
-4%
减持
TROW
PRICE T ROWE GROUP INC
-$68.1K
4,682
-7%
增持
FUTY
FIDELITY COVINGTON TRUST
+$67.3K
7,785
+2%
减持
IVV
ISHARES TR
+$66.4K
2,668
-1%
增持
AVGO
BROADCOM INC
+$65.7K
10,267
+867%
减持
BP
BP PLC
-$62.7K
11,176
-2%
减持
NEM
NEWMONT CORP
+$61.3K
6,163
-4%
减持
PAVE
GLOBAL X FDS
+$60.8K
17,256
-2%
