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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 105 项
建仓 10
增持 74
减持 11
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.7M
31,276
+53%
增持
IWF
ISHARES TR
+$1.2M
27,293
+5%
清仓
BDX
BECTON DICKINSON & CO
-$1.2M
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。
建仓
—
EXXON MOBIL CORP
+$1.1M
18,069
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
43,189
+5%
清仓
PINS
PINTEREST INC
-$962.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$955.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$953.0K
13,204
建仓
FICO
FAIR ISAAC CORP
+$902.0K
2,079
清仓
Z
ZILLOW GROUP INC
-$897.0K
0
-100%
建仓
TWLO
TWILIO INC
+$836.0K
3,176
增持
VYM
VANGUARD WHITEHALL FDS
+$749.0K
48,007
+7%
清仓
—
SPLUNK INC
-$712.0K
0
-100%
清仓
FISV
FISERV INC
-$705.0K
0
-100%
清仓
MKTX
MARKETAXESS HLDGS INC
-$672.0K
0
-100%
建仓
—
ZILLOW GROUP INC
+$651.0K
10,190
建仓
CSGP
COSTAR GROUP INC
+$628.0K
7,948
增持
MSFT
MICROSOFT CORP
+$522.0K
9,512
+0%
增持
IJR
ISHARES TR
+$503.0K
40,978
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$484.0K
4,029
+2%
建仓
IUSG
ISHARES TR
+$469.0K
4,057
减持
ETSY
ETSY INC
-$462.0K
3,053
-44%
增持
HD
HOME DEPOT INC
+$440.0K
4,766
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$439.0K
38,629
+6%
增持
IJT
ISHARES TR
+$426.0K
30,831
+4%
建仓
SFIX
STITCH FIX INC
+$414.0K
21,863
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$390.0K
0
-100%
增持
—
WORLD GOLD TR
+$383.0K
189,484
+8%
增持
UNP
UNION PAC CORP
+$377.0K
6,087
+3%
清仓
VTEB
VANGUARD MUN BD FDS
-$353.0K
0
-100%
增持
IJS
ISHARES TR
+$352.0K
49,902
+3%
增持
CVS
CVS HEALTH CORP
+$326.0K
16,178
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$320.0K
8,206
-30%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$316.0K
136,256
+7%
增持
ABT
ABBOTT LABS
+$302.0K
11,568
+3%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$297.0K
6,925
+4%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$280.0K
7,696
+56%
清仓
—
ALTISOURCE ASSET MGMT CORP
-$274.0K
0
-100%
增持
MORN
MORNINGSTAR INC
+$273.0K
3,006
+3%
增持
MLM
MARTIN MARIETTA MATLS INC
+$269.0K
2,523
+2%
增持
SNAP
SNAP INC
-$257.0K
16,691
+18%
增持
RSG
REPUBLIC SVCS INC
+$246.0K
11,242
+2%
增持
CME
CME GROUP INC
+$238.0K
5,570
+4%
减持
INTU
INTUIT
-$238.0K
1,602
-32%
增持
SCHW
SCHWAB CHARLES CORP
+$235.0K
20,488
+0%
增持
—
SPOTIFY TECHNOLOGY S A
+$232.0K
3,591
+33%
增持
PYPL
PAYPAL HLDGS INC
-$231.0K
5,606
+13%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$221.0K
738
增持
GOOG
ALPHABET INC
+$220.0K
801
+2%
增持
DEO
DIAGEO PLC
+$215.0K
6,662
+3%
增持
PGR
PROGRESSIVE CORP
+$215.0K
13,178
+5%
增持
KO
COCA COLA CO
+$208.0K
23,403
+4%
增持
MA
MASTERCARD INCORPORATED
+$201.0K
2,591
+23%
增持
MCD
MCDONALDS CORP
+$194.0K
5,709
+3%
增持
—
TWITTER INC
-$187.0K
17,401
+12%
增持
WM
WASTE MGMT INC DEL
+$185.0K
9,138
+2%
增持
EFX
EQUIFAX INC
+$172.0K
3,940
+2%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$166.0K
6,610
+3%
增持
JNJ
JOHNSON & JOHNSON
+$163.0K
10,915
+3%
增持
—
BLACKROCK INC
+$156.0K
1,712
+2%
减持
VUG
VANGUARD INDEX FDS
+$146.0K
5,184
-1%
增持
TJX
TJX COS INC NEW
+$145.0K
12,014
+3%
减持
IAU
ISHARES GOLD TR
+$143.0K
107,226
-0%
增持
VRSK
VERISK ANALYTICS INC
+$140.0K
4,127
+3%
增持
EQIX
EQUINIX INC
+$138.0K
1,525
+5%
增持
SBUX
STARBUCKS CORP
+$132.0K
13,269
+3%
增持
VOO
VANGUARD INDEX FDS
+$132.0K
1,028
+28%
增持
SPGI
S&P GLOBAL INC
+$129.0K
2,317
+2%
增持
AMZN
AMAZON COM INC
+$127.0K
780
+4%
增持
GD
GENERAL DYNAMICS CORP
+$124.0K
6,215
+4%
增持
VNQ
VANGUARD INDEX FDS
+$123.0K
6,486
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$122.0K
14,155
+23%
增持
MCO
MOODYS CORP
+$111.0K
2,476
+3%
增持
FSV
FIRSTSERVICE CORP NEW
+$110.0K
5,962
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$106.0K
2,971
+3%
增持
WMT
WALMART INC
+$104.0K
9,414
+4%
增持
CMCSA
COMCAST CORP NEW
-$102.0K
29,117
+4%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$96.0K
8,774
+4%
减持
FTCHQ
FARFETCH LTD
-$86.0K
14,933
-4%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$78.0K
5,161
+4%
增持
MPC
MARATHON PETE CORP
+$74.0K
21,239
+2%
增持
IEMG
ISHARES INC
+$68.0K
24,284
+8%
增持
CRM
SALESFORCE COM INC
-$66.0K
4,674
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$62.0K
19,927
+15%
增持
PM
PHILIP MORRIS INTL INC
+$60.0K
11,555
+6%
增持
ELV
ANTHEM INC
+$58.0K
633
+0%
增持
GOOGL
ALPHABET INC
+$52.0K
211
+1%
建仓
GROW
U S GLOBAL INVS INC
+$51.0K
11,500
减持
MO
ALTRIA GROUP INC
-$49.0K
18,944
-9%
增持
META
META PLATFORMS INC
+$46.0K
4,312
+4%
增持
TDG
TRANSDIGM GROUP INC
+$46.0K
1,581
+3%
减持
LOW
LOWES COS INC
-$44.0K
3,591
-25%
增持
BKNG
BOOKING HOLDINGS INC
+$40.0K
369
+4%
减持
VGT
VANGUARD WORLD FDS
+$38.0K
1,305
-6%
增持
—
RITCHIE BROS AUCTIONEERS
+$37.0K
19,645
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$35.0K
416
-2%
增持
V
VISA INC
+$33.0K
3,750
+7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$27.0K
4,160
+9%
增持
—
CATALENT INC
-$19.0K
8,186
+2%
减持
PAYX
PAYCHEX INC
+$15.0K
1,955
-13%
增持
VIGI
VANGUARD WHITEHALL FDS
+$12.0K
3,357
+6%
增持
MTN
VAIL RESORTS INC
-$12.0K
4,226
+1%
增持
SCZ
ISHARES TR
+$10.0K
3,034
+7%
增持
DIS
DISNEY WALT CO
+$9.0K
6,155
+10%
增持
SYY
SYSCO CORP
+$4.0K
20,837
+0%
