小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Accretive Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Accretive Wealth Partners, LLC
报告期 2026-03-31 · CIK 0001844444
持仓数
180
前50大市值合计
$260.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 109 项
建仓 5
增持 83
减持 11
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
—
REDFIN CORP
-$1.2M
0
-100%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$1.1M
4,939
清仓
NVS
NOVARTIS AG
-$1.0M
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。
建仓
TDG
TRANSDIGM GROUP INC
+$960.0K
1,537
建仓
Z
ZILLOW GROUP INC
+$897.0K
10,177
清仓
—
KANSAS CITY SOUTHERN
-$896.0K
0
-100%
清仓
REAL
THE REALREAL INC
-$836.0K
0
-100%
建仓
MORN
MORNINGSTAR INC
+$755.0K
2,916
建仓
FTCHQ
FARFETCH LTD
+$585.0K
15,600
减持
PINS
PINTEREST INC
-$551.0K
18,876
-1%
增持
AMZN
AMAZON COM INC
+$455.0K
753
+28%
增持
—
WORLD GOLD TR
+$364.0K
175,367
+14%
清仓
HON
HONEYWELL INTL INC
-$251.0K
0
-100%
减持
IAU
ISHARES GOLD TR
-$239.0K
107,462
-5%
增持
GOOG
ALPHABET INC
+$233.0K
787
+6%
增持
—
CATALENT INC
+$214.0K
8,016
+2%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$201.0K
0
-100%
清仓
—
MUDRICK CAPITAL ACQU CORP II
-$184.0K
0
-100%
增持
IWF
ISHARES TR
+$167.0K
25,936
+1%
增持
AAPL
APPLE INC
+$164.0K
20,452
+3%
增持
XLU
SELECT SECTOR SPDR TR
+$158.0K
36,406
+6%
增持
META
FACEBOOK INC
+$154.0K
4,136
+15%
增持
PYPL
PAYPAL HLDGS INC
-$149.0K
4,949
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$147.0K
6,451
+73%
增持
CRM
SALESFORCE COM INC
+$144.0K
4,622
+2%
增持
VRSK
VERISK ANALYTICS INC
+$142.0K
4,013
+6%
增持
RSG
REPUBLIC SVCS INC
+$140.0K
11,012
+2%
增持
INTU
INTUIT
+$134.0K
2,351
+2%
增持
MSFT
MICROSOFT CORP
+$133.0K
9,495
+1%
增持
BKNG
BOOKING HOLDINGS INC
+$129.0K
356
+9%
增持
MTN
VAIL RESORTS INC
+$126.0K
4,186
+4%
增持
WM
WASTE MGMT INC DEL
+$117.0K
8,970
+3%
清仓
—
DAVIDSTEA INC
-$116.0K
0
-100%
增持
—
RITCHIE BROS AUCTIONEERS
+$113.0K
18,901
+6%
增持
SNAP
SNAP INC
+$113.0K
14,104
+3%
增持
—
TWITTER INC
-$105.0K
15,551
+2%
增持
MCD
MCDONALDS CORP
+$101.0K
5,541
+4%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$96.0K
6,632
+4%
增持
GOOGL
ALPHABET INC
+$95.0K
209
+10%
增持
HD
HOME DEPOT INC
+$93.0K
4,686
+3%
清仓
—
1847 GOEDEKER INC
-$92.0K
0
-100%
增持
ABT
ABBOTT LABS
+$87.0K
11,221
+5%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$81.0K
126,856
+3%
增持
EFX
EQUIFAX INC
+$81.0K
3,875
+3%
增持
LOW
LOWES COS INC
+$78.0K
4,793
+4%
增持
GD
GENERAL DYNAMICS CORP
+$78.0K
5,976
+3%
增持
IJT
ISHARES TR
+$77.0K
29,629
+4%
增持
MPC
MARATHON PETE CORP
+$75.0K
20,786
+4%
减持
VHT
VANGUARD WORLD FDS
-$75.0K
3,182
-9%
增持
CVS
CVS HEALTH CORP
+$73.0K
15,823
+4%
增持
UNP
UNION PAC CORP
-$71.0K
5,896
+6%
增持
FSV
FIRSTSERVICE CORP NEW
+$70.0K
5,877
+2%
增持
—
ALTISOURCE ASSET MGMT CORP
+$70.0K
12,340
+16%
增持
SYY
SYSCO CORP
+$69.0K
20,798
+3%
增持
JNJ
JOHNSON & JOHNSON
+$69.0K
10,549
+6%
增持
SPGI
S&P GLOBAL INC
+$69.0K
2,269
+4%
增持
—
SPOTIFY TECHNOLOGY S A
-$68.0K
2,696
+10%
增持
DEO
DIAGEO PLC
+$62.0K
6,485
+4%
增持
IEMG
ISHARES INC
-$56.0K
22,446
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$53.0K
41,313
+2%
增持
FISV
FISERV INC
+$52.0K
6,498
+6%
增持
WMT
WALMART INC
+$52.0K
9,026
+6%
增持
—
SPLUNK INC
+$51.0K
4,923
+8%
增持
KO
COCA COLA CO
+$49.0K
22,452
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$46.0K
11,552
+1%
清仓
—
TUESDAY MORNING CORP
-$45.0K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
-$44.0K
17,281
+6%
减持
VOO
VANGUARD INDEX FDS
-$43.0K
803
-12%
增持
CME
CME GROUP INC
-$42.0K
5,350
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$42.0K
425
+7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$42.0K
11,719
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$39.0K
44,825
+2%
增持
IJS
ISHARES TR
-$39.0K
48,293
+4%
减持
VO
VANGUARD INDEX FDS
-$39.0K
952
-14%
增持
SCHW
SCHWAB CHARLES CORP
+$39.0K
20,435
+3%
增持
VBK
VANGUARD INDEX FDS
-$37.0K
4,081
+0%
增持
PGR
PROGRESSIVE CORP
-$37.0K
12,590
+5%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$36.0K
4,585
-12%
增持
DIS
DISNEY WALT CO
-$34.0K
5,579
+0%
增持
—
BLACKROCK INC
-$32.0K
1,682
+2%
增持
SBUX
STARBUCKS CORP
+$31.0K
12,870
+4%
增持
CMCSA
COMCAST CORP NEW
-$30.0K
28,011
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$29.0K
2,875
+6%
增持
BDX
BECTON DICKINSON & CO
+$26.0K
4,780
+1%
增持
EQIX
EQUINIX INC
+$26.0K
1,458
+4%
增持
LMT
LOCKHEED MARTIN CORP
-$22.0K
2,766
+7%
增持
MO
ALTRIA GROUP INC
+$22.0K
20,801
+7%
增持
V
VISA INC
+$21.0K
3,502
+8%
减持
VBR
VANGUARD INDEX FDS
-$21.0K
4,216
-0%
增持
TJX
TJX COS INC NEW
+$20.0K
11,619
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$19.0K
3,939
+4%
增持
MKTX
MARKETAXESS HLDGS INC
-$18.0K
1,597
+7%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$18.0K
4,940
+8%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$16.0K
8,412
+5%
减持
VUG
VANGUARD INDEX FDS
+$15.0K
5,231
-0%
增持
VNQ
VANGUARD INDEX FDS
+$13.0K
6,181
+2%
增持
MCO
MOODYS CORP
+$13.0K
2,412
+4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$12.0K
6,431
+5%
增持
MA
MASTERCARD INCORPORATED
+$12.0K
2,098
+7%
减持
ELV
ANTHEM INC
-$11.0K
631
-2%
减持
ETSY
ETSY INC
+$10.0K
5,435
-0%
增持
VTI
VANGUARD INDEX FDS
+$9.0K
4,970
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.0K
3,802
+3%
增持
MLM
MARTIN MARIETTA MATLS INC
+$4.0K
2,465
+3%
减持
PAYX
PAYCHEX INC
+$3.0K
2,239
-3%
增持
PM
PHILIP MORRIS INTL INC
+$3.0K
10,949
+5%
增持
SCZ
ISHARES TR
+$2.0K
2,848
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$2.0K
3,154
+1%
增持
IJR
ISHARES TR
+$0
38,362
+3%
