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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 61
减持 56
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
USB
US BANCORP DEL
-$4.7M
6,913
-94%
清仓
OXY
OCCIDENTAL PETE CORP
-$2.6M
0
-100%
清仓
SMH
VANECK ETF TRUST
-$2.2M
0
-100%
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
AMZN
AMAZON COM INC
+$840.1K
32,379
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$793.8K
19,542
+6%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$793.8K
41,417
+126%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$621.6K
26,805
+149%
减持
AVGO
BROADCOM INC
+$601.6K
10,234
-0%
减持
PRU
PRUDENTIAL FINL INC
-$594.9K
9,942
-32%
增持
AAPL
APPLE INC
+$568.7K
29,945
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$485.4K
36,504
-23%
减持
KMI
KINDER MORGAN INC DEL
+$484.9K
96,828
-1%
增持
GLD
SPDR GOLD TR
+$472.1K
5,944
+49%
减持
NVDA
NVIDIA CORPORATION
+$451.5K
39,283
-1%
增持
INTC
INTEL CORP
+$447.6K
50,454
+110%
增持
VDE
VANGUARD WORLD FD
+$438.5K
47,627
+9%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$418.7K
396,452
+8%
减持
SOUN
SOUNDHOUND AI INC
+$410.0K
27,910
-10%
减持
DE
DEERE & CO
-$382.2K
5,995
-14%
建仓
ISPY
PROSHARES TR
+$379.0K
8,558
减持
EDV
VANGUARD WORLD FD
-$373.9K
22,180
-6%
增持
FTHI
FIRST TR EXCHANGE-TRADED FD
+$371.6K
42,679
+58%
建仓
KRE
SPDR SER TR
+$369.9K
6,129
增持
QQQ
INVESCO QQQ TR
+$330.3K
9,035
+3%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$318.7K
6,665
减持
HNDL
STRATEGY SHS
-$312.0K
31,730
-29%
减持
RVT
ROYCE SMALL CAP TRUST INC
-$310.6K
101,500
-17%
建仓
RXRX
RECURSION PHARMACEUTICALS IN
+$309.6K
45,800
增持
VTI
VANGUARD INDEX FDS
+$307.2K
24,867
+2%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$292.9K
10,306
建仓
ANET
ARISTA NETWORKS INC
+$286.5K
2,592
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$268.5K
11,076
减持
BX
BLACKSTONE INC
+$265.1K
13,823
-0%
清仓
LEN
LENNAR CORP
-$263.9K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$259.4K
43,351
-4%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$255.1K
89,692
-3%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$253.2K
15,102
+13%
清仓
—
ARISTA NETWORKS INC
-$250.6K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$245.6K
3,908
+10%
清仓
DHI
D R HORTON INC
-$237.9K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$236.2K
36,649
+8%
清仓
PFE
PFIZER INC
-$235.8K
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$232.6K
6,869
+9%
清仓
MDLZ
MONDELEZ INTL INC
-$232.4K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$230.7K
0
-100%
清仓
TIP
ISHARES TR
-$225.9K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$225.8K
0
-100%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$221.3K
19,793
+21%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$221.3K
13,209
-0%
增持
TSLA
TESLA INC
+$220.5K
1,258
+14%
建仓
NFLX
NETFLIX INC
+$219.3K
246
减持
SPDW
SPDR INDEX SHS FDS
-$217.1K
9,650
-34%
清仓
GIS
GENERAL MLS INC
-$216.9K
0
-100%
清仓
AVDE
AMERICAN CENTY ETF TR
-$216.2K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$213.8K
46,416
-6%
清仓
—
DUPONT DE NEMOURS INC
-$210.5K
0
-100%
建仓
EXC
EXELON CORP
+$208.1K
5,529
清仓
SO
SOUTHERN CO
-$204.3K
0
-100%
清仓
RY
ROYAL BK CDA
-$204.0K
0
-100%
建仓
SMTC
SEMTECH CORP
+$203.7K
3,293
清仓
TTC
TORO CO
-$203.4K
0
-100%
清仓
NET
CLOUDFLARE INC
-$202.9K
0
-100%
清仓
WCN
WASTE CONNECTIONS INC
-$202.2K
0
-100%
建仓
MGK
VANGUARD WORLD FD
+$200.7K
584
建仓
SCHD
SCHWAB STRATEGIC TR
+$200.5K
7,339
清仓
ATI
ATI INC
-$200.4K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$195.6K
48,907
+7%
增持
XHB
SPDR SER TR
+$191.5K
5,357
+81%
增持
KCE
SPDR SER TR
+$185.6K
11,025
+3%
建仓
DAPP
VANECK ETF TRUST
+$178.4K
12,414
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$173.7K
58,087
-11%
减持
JPM
JPMORGAN CHASE & CO.
+$172.8K
8,493
-4%
增持
JAAA
JANUS DETROIT STR TR
+$172.4K
18,693
+23%
减持
QYLD
GLOBAL X FDS
-$172.0K
160,336
-6%
增持
VHT
VANGUARD WORLD FD
-$171.3K
8,294
+3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$165.5K
28,536
-2%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$162.5K
115,790
-3%
减持
BHK
BLACKROCK CORE BD TR
-$162.3K
93,851
-1%
增持
PEP
PEPSICO INC
-$159.6K
14,091
+4%
减持
LMT
LOCKHEED MARTIN CORP
-$155.9K
1,121
-7%
减持
PFF
ISHARES TR
-$154.0K
43,593
-5%
增持
XIDE
FIRST TR EXCHNG TRADED FD VI
+$152.5K
33,386
+19%
增持
COP
CONOCOPHILLIPS
+$142.9K
5,358
+45%
减持
ABBV
ABBVIE INC
-$141.1K
5,214
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$138.8K
3,035
-1%
增持
CEG
CONSTELLATION ENERGY CORP
+$135.6K
2,640
+51%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$133.6K
22,973
+19%
减持
AGG
ISHARES TR
-$132.2K
27,079
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$130.0K
11,802
-13%
增持
VGT
VANGUARD WORLD FD
+$122.7K
819
+24%
增持
XISE
FIRST TR EXCHNG TRADED FD VI
+$120.6K
31,000
+15%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$117.9K
11,900
-1%
减持
MSFT
MICROSOFT CORP
-$117.3K
9,594
-1%
减持
STNE
STONECO LTD
-$115.1K
33,030
-2%
增持
CSB
VICTORY PORTFOLIOS II
+$113.3K
28,022
+6%
减持
DVN
DEVON ENERGY CORP NEW
-$112.3K
12,943
-6%
减持
CVX
CHEVRON CORP NEW
-$109.2K
6,384
-9%
减持
DUK
DUKE ENERGY CORP NEW
-$106.4K
3,060
-19%
增持
GOOG
ALPHABET INC
+$104.5K
4,256
+1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$100.9K
11,404
+35%
减持
NEM
NEWMONT CORP
-$100.2K
6,158
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$98.8K
26,806
+331%
增持
NEE
NEXTERA ENERGY INC
-$98.4K
8,615
+2%
减持
MRK
MERCK & CO INC
-$97.7K
5,610
-3%
增持
VTV
VANGUARD INDEX FDS
-$93.1K
31,768
+1%
减持
VLO
VALERO ENERGY CORP
-$92.7K
2,301
-17%
增持
VOO
VANGUARD INDEX FDS
+$90.4K
4,829
+1%
增持
JNJ
JOHNSON & JOHNSON
+$89.4K
6,657
+24%
减持
UNH
UNITEDHEALTH GROUP INC
-$87.1K
476
-15%
减持
VZ
VERIZON COMMUNICATIONS INC
-$85.1K
8,773
-10%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$84.7K
55,038
-6%
减持
CRM
SALESFORCE INC
+$84.5K
2,123
-7%
减持
NOC
NORTHROP GRUMMAN CORP
-$83.3K
1,337
-1%
减持
—
EXXON MOBIL CORP
-$82.7K
6,196
-3%
增持
LLY
ELI LILLY & CO
-$80.7K
1,058
+4%
增持
VPU
VANGUARD WORLD FD
-$79.4K
10,061
+2%
增持
MU
MICRON TECHNOLOGY INC
-$77.9K
4,257
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$76.3K
689
+7%
增持
IMCG
ISHARES TR
+$74.6K
17,281
+2%
增持
PID
INVESCO EXCHANGE TRADED FD T
-$71.9K
62,422
+2%
增持
GAB
GABELLI EQUITY TR INC
+$71.7K
346,036
+6%
减持
FPE
FIRST TR EXCH TRADED FD III
-$71.2K
52,872
-5%
增持
WPC
WP CAREY INC
-$70.9K
10,190
+1%
增持
ARM
ARM HOLDINGS PLC
-$69.5K
3,559
+0%
减持
PG
PROCTER AND GAMBLE CO
-$68.0K
10,313
-1%
增持
SCHF
SCHWAB STRATEGIC TR
-$67.5K
32,770
+100%
增持
IGEB
ISHARES TR
+$67.1K
53,406
+8%
减持
RTX
RTX CORPORATION
-$66.1K
9,190
-1%
增持
ARCC
ARES CAPITAL CORP
+$63.1K
46,678
+2%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$61.9K
5,948
-19%
增持
ICF
ISHARES TR
-$61.4K
10,929
+0%
增持
GD
GENERAL DYNAMICS CORP
-$61.2K
1,589
+0%
增持
VBR
VANGUARD INDEX FDS
+$60.6K
1,515
+27%
增持
V
VISA INC
+$58.4K
1,387
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$57.0K
2,037
+2%
减持
TROW
PRICE T ROWE GROUP INC
-$57.0K
4,006
-14%
减持
FPX
FIRST TR EXCHANGE-TRADED FD
-$56.8K
2,020
-25%
增持
STWD
STARWOOD PPTY TR INC
-$56.0K
41,989
+0%
减持
LNT
ALLIANT ENERGY CORP
-$55.8K
5,933
-11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$55.4K
13,859
+3%
建仓
UUUU
ENERGY FUELS INC
+$51.6K
10,050
增持
ANGL
VANECK ETF TRUST
+$51.4K
119,923
+4%
增持
XLU
SELECT SECTOR SPDR TR
-$50.6K
21,297
+3%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$49.4K
34,902
-5%
减持
CET
CENTRAL SECS CORP
-$49.0K
6,920
-13%
增持
MA
MASTERCARD INCORPORATED
+$47.9K
632
+10%
增持
OKE
ONEOK INC NEW
+$47.2K
4,796
+1%
减持
VOD
VODAFONE GROUP PLC NEW
-$47.1K
27,063
-2%
减持
CAT
CATERPILLAR INC
-$46.8K
1,021
-4%
增持
BA
BOEING CO
+$46.6K
1,735
+1%
