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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 24
增持 69
减持 48
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
VDE
VANGUARD WORLD FD
-$3.4M
23,871
-50%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
33,994
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
329,500
+1%
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
MSFT
MICROSOFT CORP
+$1.3M
9,733
+2%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
24,692
+8%
增持
AMZN
AMAZON COM INC
+$1.1M
33,047
+2%
增持
QQQ
INVESCO QQQ TR
+$1.0M
10,027
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$809.7K
13,091
+13%
增持
ITA
ISHARES TR
+$769.0K
18,753
+4%
增持
VNLA
JANUS DETROIT STR TR
+$743.1K
236,649
+7%
增持
DFIV
DIMENSIONAL ETF TRUST
+$711.7K
23,334
+219%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$648.0K
52,502
+21%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$637.8K
63,633
+21%
增持
DGRO
ISHARES TR
+$616.2K
215,993
+1%
减持
AAPL
APPLE INC
-$587.1K
29,531
-1%
减持
AVGO
BROADCOM INC
+$484.4K
6,493
-17%
增持
VOO
VANGUARD INDEX FDS
+$455.4K
5,281
+7%
增持
GLD
SPDR GOLD TR
+$420.9K
8,989
+12%
增持
KCE
SPDR SERIES TRUST
+$417.3K
13,408
+11%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$399.1K
21,579
+3%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$378.2K
61,659
+3%
增持
CEG
CONSTELLATION ENERGY CORP
+$348.1K
2,812
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$330.1K
8,204
-2%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$299.8K
21,617
+129%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$297.0K
16,539
+8%
增持
VUG
VANGUARD INDEX FDS
+$292.1K
3,966
+2%
增持
VBK
VANGUARD INDEX FDS
+$286.1K
8,044
+4%
建仓
ORCL
ORACLE CORP
+$285.1K
1,304
减持
DE
DEERE & CO
+$282.5K
7,245
-0%
减持
PFFD
GLOBAL X FDS
-$281.4K
46,577
-23%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$280.7K
0
-100%
增持
IMCG
ISHARES TR
+$280.2K
20,764
+7%
建仓
UBER
UBER TECHNOLOGIES INC
+$270.9K
2,904
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$268.9K
528
建仓
IYW
ISHARES TR
+$265.7K
1,533
建仓
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$261.3K
4,620
清仓
SCHD
SCHWAB STRATEGIC TR
-$259.3K
0
-100%
建仓
ATI
ATI INC
+$258.5K
2,994
清仓
UNH
UNITEDHEALTH GROUP INC
-$257.5K
0
-100%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$254.4K
73,810
-20%
增持
AMD
ADVANCED MICRO DEVICES INC
+$250.0K
5,323
+8%
建仓
EMXC
ISHARES INC
+$248.9K
3,942
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$246.0K
1,698
增持
JAAA
JANUS DETROIT STR TR
+$245.4K
37,982
+15%
清仓
VOD
VODAFONE GROUP PLC NEW
-$237.8K
0
-100%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$231.5K
15,781
+37%
建仓
APH
AMPHENOL CORP NEW
+$230.9K
2,338
建仓
SMR
NUSCALE PWR CORP
+$229.5K
5,802
建仓
ROK
ROCKWELL AUTOMATION INC
+$229.2K
690
建仓
—
MEDTRONIC PLC
+$224.0K
2,570
建仓
SCHX
SCHWAB STRATEGIC TR
+$223.1K
9,127
建仓
GE
GE AEROSPACE
+$222.7K
865
减持
COP
CONOCOPHILLIPS
-$222.7K
3,850
-29%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$218.5K
3,260
清仓
VFH
VANGUARD WORLD FD
-$214.6K
0
-100%
建仓
IWF
ISHARES TR
+$212.7K
501
减持
NRG
NRG ENERGY INC
+$210.9K
3,384
-3%
建仓
RY
ROYAL BK CDA
+$206.7K
1,571
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$206.6K
4,410
+0%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$205.5K
4,220
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$205.1K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$204.0K
1,513
清仓
ANET
ARISTA NETWORKS INC
-$203.3K
0
-100%
建仓
ETG
EATON VANCE TX ADV GLBL DIV
+$202.5K
9,672
建仓
IWN
ISHARES TR
+$202.0K
1,281
减持
RTX
RTX CORPORATION
+$202.0K
15,148
-0%
建仓
FCX
FREEPORT-MCMORAN INC
+$200.4K
4,623
减持
ABBV
ABBVIE INC
-$187.4K
4,830
-7%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$184.3K
24,850
+4%
减持
ARM
ARM HOLDINGS PLC
+$183.2K
3,519
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$181.1K
27,182
+1%
增持
XIMR
FIRST TR EXCHNG TRADED FD VI
+$176.9K
14,057
+65%
减持
STNE
STONECO LTD
+$174.0K
32,230
-2%
增持
VTV
VANGUARD INDEX FDS
+$170.9K
37,809
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$168.9K
1,448
+29%
减持
VYM
VANGUARD WHITEHALL FDS
+$166.0K
40,123
-0%
增持
PEP
PEPSICO INC
-$165.6K
14,248
+4%
减持
CVX
CHEVRON CORP NEW
-$161.2K
6,466
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$160.5K
2,228
+7%
增持
IGEB
ISHARES TR
+$159.4K
67,138
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$158.9K
13,807
+0%
减持
MU
MICRON TECHNOLOGY INC
+$154.6K
4,312
-1%
增持
MGK
VANGUARD WORLD FD
+$152.4K
1,485
+17%
减持
NET
CLOUDFLARE INC
+$151.2K
1,825
-0%
增持
ISPY
PROSHARES TR
+$148.6K
20,430
+20%
增持
VOE
VANGUARD INDEX FDS
+$145.9K
35,982
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$145.6K
39,204
+2%
增持
PKB
INVESCO EXCHANGE TRADED FD T
+$144.7K
6,248
+18%
减持
VHT
VANGUARD WORLD FD
-$143.3K
7,973
-1%
增持
CAT
CATERPILLAR INC
+$140.6K
1,331
+17%
减持
BHK
BLACKROCK CORE BD TR
-$140.4K
64,981
-9%
增持
GAB
GABELLI EQUITY TR INC
+$136.1K
364,694
+1%
增持
RVT
ROYCE SMALL CAP TRUST INC
+$134.3K
105,628
+3%
增持
AXP
AMERICAN EXPRESS CO
+$128.9K
1,806
+9%
增持
META
META PLATFORMS INC
+$128.8K
793
+0%
清仓
—
EASTERLY GOVT PPTYS INC
-$127.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$122.3K
6,323
-4%
减持
AGG
ISHARES TR
-$118.9K
33,374
-4%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$118.2K
5,374
+15%
建仓
AEG
AEGON LTD
+$116.1K
16,040
减持
NEM
NEWMONT CORP
+$114.5K
12,872
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$114.0K
700
+0%
减持
KVUE
KENVUE INC
-$113.7K
18,509
-11%
增持
XLK
SELECT SECTOR SPDR TR
+$113.6K
1,668
+11%
增持
TSLA
TESLA INC
+$111.0K
1,681
+3%
增持
PTY
PIMCO CORPORATE & INCOME OPP
-$108.2K
434,285
+2%
增持
MYO
MYOMO INC
-$105.6K
42,582
+4%
减持
BX
BLACKSTONE INC
+$104.3K
13,661
-2%
建仓
PK
PARK HOTELS & RESORTS INC
+$102.3K
10,000
减持
—
EATON CORP PLC
+$102.0K
1,341
-3%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$101.1K
0
-100%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
+$99.2K
26,965
-0%
增持
WMT
WALMART INC
+$99.1K
6,935
+5%
减持
ICF
ISHARES TR
-$96.5K
9,397
-14%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
+$96.1K
87,408
-1%
减持
QTWO
Q2 HLDGS INC
-$94.1K
2,435
-40%
增持
CASY
CASEYS GEN STORES INC
+$94.0K
840
+9%
减持
DAPP
VANECK ETF TRUST
+$93.3K
12,410
-0%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$93.0K
17,709
-15%
增持
GOOG
ALPHABET INC
+$92.8K
4,014
+1%
增持
XLU
SELECT SECTOR SPDR TR
+$90.2K
21,740
+2%
减持
MUB
ISHARES TR
-$89.0K
3,459
-19%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$87.6K
15,989
+4%
减持
DIS
DISNEY WALT CO
+$86.4K
3,564
-1%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$86.4K
42,433
-5%
减持
EMR
EMERSON ELEC CO
+$84.9K
3,630
-0%
增持
AMP
AMERIPRISE FINL INC
+$84.7K
1,449
+2%
减持
BAC
BANK AMERICA CORP
+$84.4K
16,153
-1%
减持
NFLX
NETFLIX INC
+$84.1K
232
-5%
增持
ANGL
VANECK ETF TRUST
+$83.0K
121,060
+1%
增持
OKE
ONEOK INC NEW
-$82.8K
4,794
+0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$82.2K
42,742
-14%
增持
PM
PHILIP MORRIS INTL INC
+$81.8K
3,462
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$80.9K
30,495
+2%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$78.9K
19,333
-0%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$78.0K
21,638
-0%
减持
SOUN
SOUNDHOUND AI INC
+$75.5K
30,117
-1%
减持
BA
BOEING CO
+$74.0K
1,960
-1%
增持
PG
PROCTER AND GAMBLE CO
-$73.7K
10,001
+2%
减持
ILCG
ISHARES TR
+$72.6K
5,197
-2%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$72.0K
13,062
+13%
减持
EDV
VANGUARD WORLD FD
-$71.9K
14,963
-1%
增持
COKE
COCA COLA CONS INC
-$71.2K
2,409
+856%
减持
RHI
ROBERT HALF INC.
-$71.1K
4,926
-2%
减持
KMI
KINDER MORGAN INC DEL
+$70.9K
94,868
-0%
增持
—
EXXON MOBIL CORP
-$70.1K
6,649
+0%
减持
BUG
GLOBAL X FDS
+$67.6K
21,512
-5%
增持
SPYG
SPDR SERIES TRUST
+$66.3K
4,432
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$61.7K
1,649
+2%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$57.5K
108,641
-1%
