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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 65
减持 60
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$7.4M
325,992
+1116%
增持
DGRO
ISHARES TR
+$3.3M
213,571
+32%
减持
NVDA
NVIDIA CORPORATION
-$1.6M
33,822
-14%
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
VTV
VANGUARD INDEX FDS
+$1.1M
37,695
+19%
减持
AVGO
BROADCOM INC
-$1.1M
7,797
-24%
减持
AMZN
AMAZON COM INC
-$962.8K
32,276
-0%
增持
RTX
RTX CORPORATION
+$946.5K
15,174
+65%
减持
VTI
VANGUARD INDEX FDS
-$909.4K
22,912
-8%
增持
GLD
SPDR GOLD TR
+$880.0K
8,049
+35%
增持
DE
DEERE & CO
+$861.3K
7,247
+21%
减持
AAPL
APPLE INC
-$853.0K
29,919
-0%
增持
AGG
ISHARES TR
+$805.6K
34,670
+28%
增持
JAAA
JANUS DETROIT STR TR
+$734.2K
33,172
+77%
清仓
FAPR
FIRST TR EXCHNG TRADED FD VI
-$683.6K
0
-100%
减持
GOOGL
ALPHABET INC
-$661.9K
17,680
-1%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$624.6K
92,686
+48%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$598.0K
59,623
+22%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$545.5K
21,645
+111%
增持
IGEB
ISHARES TR
+$522.2K
64,237
+20%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$511.0K
20,892
+38%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$503.1K
11,550
-41%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$489.9K
43,393
+62%
减持
MSFT
MICROSOFT CORP
-$466.7K
9,530
-1%
增持
VDE
VANGUARD WORLD FD
+$461.6K
48,101
+1%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$452.1K
425,251
+7%
增持
VOE
VANGUARD INDEX FDS
+$450.2K
35,952
+9%
增持
BX
BLACKSTONE INC
-$444.3K
13,873
+0%
减持
EDV
VANGUARD WORLD FD
-$423.2K
15,172
-32%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$414.7K
52,612
+27%
增持
NEM
NEWMONT CORP
+$406.2K
13,162
+114%
减持
VYM
VANGUARD WHITEHALL FDS
-$348.5K
40,189
-7%
增持
ISPY
PROSHARES TR
+$339.2K
17,064
+99%
增持
SOUN
SOUNDHOUND AI INC
-$306.1K
30,502
+9%
增持
CSB
VICTORY PORTFOLIOS II
+$299.4K
34,208
+22%
增持
XIDE
FIRST TR EXCHNG TRADED FD VI
+$291.3K
43,340
+30%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$287.6K
7,308
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$284.4K
61,627
-20%
减持
QYLD
GLOBAL X FDS
-$283.5K
158,619
-1%
建仓
XIMR
FIRST TR EXCHNG TRADED FD VI
+$261.8K
8,510
清仓
IWF
ISHARES TR
-$255.8K
0
-100%
建仓
EFA
ISHARES TR
+$255.4K
3,125
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$245.0K
31,609
-13%
增持
ITA
ISHARES TR
+$244.7K
18,083
+4%
清仓
EMXC
ISHARES INC
-$243.5K
0
-100%
清仓
FPX
FIRST TR EXCHANGE-TRADED FD
-$241.4K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$238.6K
2,623
-34%
建仓
SCHV
SCHWAB STRATEGIC TR
+$229.4K
8,630
建仓
VRP
INVESCO EXCH TRADED FD TR II
+$228.8K
9,438
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$224.0K
110,043
-5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$223.8K
7,966
-33%
清仓
DFUS
DIMENSIONAL ETF TRUST
-$223.8K
0
-100%
建仓
WCN
WASTE CONNECTIONS INC
+$220.7K
1,131
建仓
VFH
VANGUARD WORLD FD
+$214.6K
1,796
建仓
SO
SOUTHERN CO
+$212.1K
2,307
清仓
IWN
ISHARES TR
-$209.9K
0
-100%
减持
BHK
BLACKROCK CORE BD TR
-$209.7K
71,152
-24%
建仓
AVDE
AMERICAN CENTY ETF TR
+$209.1K
3,155
清仓
SLYV
SPDR SER TR
-$209.0K
0
-100%
建仓
NET
CLOUDFLARE INC
+$206.2K
1,830
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$205.3K
6,916
建仓
GM
GENERAL MTRS CO
+$205.0K
4,358
清仓
SMTC
SEMTECH CORP
-$203.7K
0
-100%
建仓
HDV
ISHARES TR
+$202.3K
1,670
建仓
SPHY
SPDR SER TR
+$201.8K
8,616
建仓
MPC
MARATHON PETE CORP
+$201.7K
1,384
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$197.5K
24,000
+21%
减持
GOOG
ALPHABET INC
-$191.3K
3,964
-7%
增持
MGK
VANGUARD WORLD FD
+$190.8K
1,267
+117%
减持
IVV
ISHARES TR
-$184.7K
2,371
-8%
减持
CRM
SALESFORCE INC
-$169.5K
2,013
-5%
增持
CVX
CHEVRON CORP NEW
+$162.3K
6,498
+2%
减持
VUG
VANGUARD INDEX FDS
-$157.7K
3,901
-0%
减持
ABBV
ABBVIE INC
+$157.4K
5,173
-1%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$155.7K
15,447
+22%
增持
RVT
ROYCE SMALL CAP TRUST INC
-$148.3K
102,204
+1%
减持
MUB
ISHARES TR
-$142.3K
4,272
-23%
增持
FV
FIRST TR EXCHANGE TRADED FD
-$141.0K
36,891
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$140.7K
1,620
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$138.8K
4,919
+62%
增持
INTC
INTEL CORP
+$138.3K
50,633
+0%
清仓
FTRI
FIRST TR EXCHANGE TRADED FD
-$138.2K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$136.2K
38,295
+4%
增持
PFFD
GLOBAL X FDS
+$129.6K
60,842
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$129.2K
4,397
+0%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$127.2K
51,249
+20%
减持
PM
PHILIP MORRIS INTL INC
+$126.5K
3,457
-1%
减持
JNJ
JOHNSON & JOHNSON
+$125.3K
6,561
-1%
增持
GAB
GABELLI EQUITY TR INC
+$124.7K
360,509
+4%
增持
—
EXXON MOBIL CORP
+$120.3K
6,616
+7%
增持
XHB
SPDR SER TR
+$116.2K
6,976
+30%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$107.0K
14,582
-21%
减持
HON
HONEYWELL INTL INC
-$106.0K
2,647
-10%
减持
VGT
VANGUARD WORLD FD
-$104.6K
746
-9%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$103.3K
88,435
-1%
增持
WPC
WP CAREY INC
+$97.7K
10,344
+2%
增持
QQQ
INVESCO QQQ TR
-$96.6K
9,645
+7%
减持
PEP
PEPSICO INC
-$95.8K
13,651
-3%
减持
RHI
ROBERT HALF INC.
-$94.1K
5,011
-4%
增持
ARCC
ARES CAPITAL CORP
+$93.9K
50,346
+8%
减持
PGF
INVESCO EXCHANGE TRADED FD T
-$89.0K
52,956
-9%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$87.7K
33,782
-3%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$87.2K
3,981
-4%
减持
—
EATON CORP PLC
-$86.5K
1,386
-1%
减持
SPYG
SPDR SER TR
-$85.5K
4,431
-12%
增持
TSLA
TESLA INC
-$85.1K
1,632
+30%
增持
TROW
PRICE T ROWE GROUP INC
-$83.8K
4,019
+0%
增持
ANET
ARISTA NETWORKS INC
-$83.2K
2,624
+1%
减持
DIS
DISNEY WALT CO
-$82.1K
3,602
-8%
增持
IMCG
ISHARES TR
+$80.5K
19,400
+12%
增持
VNLA
JANUS DETROIT STR TR
+$80.4K
221,771
+0%
减持
STNE
STONECO LTD
+$79.8K
32,730
-1%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$77.6K
19,342
-5%
增持
T
AT&T INC
+$77.1K
12,581
+3%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$77.0K
10,919
-8%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$76.6K
49,727
-10%
减持
RXRX
RECURSION PHARMACEUTICALS IN
-$76.6K
44,050
-4%
增持
XLU
SELECT SECTOR SPDR TR
+$73.2K
21,372
+0%
减持
MYO
MYOMO INC
-$72.1K
41,082
-2%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$71.6K
4,680
+46%
减持
ILCG
ISHARES TR
-$71.2K
5,321
-5%
增持
VDC
VANGUARD WORLD FD
+$70.2K
9,323
+0%
减持
BAC
BANK AMERICA CORP
-$69.9K
16,294
-4%
减持
MRK
MERCK & CO INC
-$67.2K
5,469
-3%
减持
KMI
KINDER MORGAN INC DEL
+$65.1K
95,274
-2%
增持
AMP
AMERIPRISE FINL INC
-$64.9K
1,423
+1%
减持
CSCO
CISCO SYS INC
-$63.6K
9,172
-14%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$63.5K
27,065
-2%
减持
FPE
FIRST TR EXCH TRADED FD III
-$63.1K
49,617
-6%
减持
PG
PROCTER AND GAMBLE CO
-$61.9K
9,782
-5%
减持
EMR
EMERSON ELEC CO
-$61.3K
3,639
-2%
减持
SPYV
SPDR SER TR
-$60.5K
5,475
-18%
减持
PFF
ISHARES TR
-$59.6K
42,659
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$58.8K
9,275
+26%
增持
HTGC
HERCULES CAPITAL INC
+$58.8K
20,841
+23%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$58.2K
2,073
+2%
增持
VOO
VANGUARD INDEX FDS
-$57.6K
4,951
+3%
减持
VB
VANGUARD INDEX FDS
-$55.9K
2,636
-1%
增持
IWM
ISHARES TR
-$55.7K
3,545
+3%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$55.4K
11,494
+12%
增持
ABT
ABBOTT LABS
+$53.2K
2,547
+1%
增持
ARM
ARM HOLDINGS PLC
-$53.1K
3,614
+2%
减持
PAVE
GLOBAL X FDS
-$53.0K
16,703
-1%
清仓
—
FIBROGEN INC
-$50.6K
0
-100%
增持
WMT
WALMART INC
+$50.0K
6,595
+13%
增持
EXC
EXELON CORP
+$49.9K
5,599
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$48.3K
1,496
+33%
减持
V
VISA INC
+$47.5K
1,386
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$47.0K
13,748
-1%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$45.4K
21,512
-6%
减持
BSX
BOSTON SCIENTIFIC CORP
+$45.2K
4,442
-2%
