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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 111 项
建仓 17
增持 75
减持 8
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
IJH
ISHARES TR
+$5.0M
18,604
建仓
GLDM
WORLD GOLD TR
+$3.9M
102,042
清仓
—
WORLD GOLD TR
-$3.4M
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。
清仓
CRM
SALESFORCE COM INC
-$1.2M
0
-100%
清仓
FSV
FIRSTSERVICE CORP NEW
-$1.2M
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$947.0K
2,078
建仓
—
FIRSTSERVICE CORP NEW
+$879.0K
6,064
清仓
TWLO
TWILIO INC
-$836.0K
0
-100%
建仓
ADSK
AUTODESK INC
+$817.0K
3,810
建仓
DHR
DANAHER CORPORATION
+$808.0K
2,754
清仓
SNAP
SNAP INC
-$785.0K
0
-100%
清仓
—
TWITTER INC
-$752.0K
0
-100%
建仓
—
CANADIAN PAC RY LTD
+$670.0K
8,123
清仓
—
ZILLOW GROUP INC
-$651.0K
0
-100%
增持
AAPL
APPLE INC
+$638.0K
35,460
+13%
建仓
BDX
BECTON DICKINSON & CO
+$636.0K
2,390
建仓
Z
ZILLOW GROUP INC
+$549.0K
11,136
减持
IEMG
ISHARES INC
-$547.0K
16,324
-33%
增持
HD
HOME DEPOT INC
-$537.0K
4,815
+1%
建仓
—
ACCENTURE PLC IRELAND
+$532.0K
1,577
增持
MPC
MARATHON PETE CORP
+$499.0K
21,733
+2%
清仓
FTCHQ
FARFETCH LTD
-$499.0K
0
-100%
增持
IWF
ISHARES TR
-$492.0K
28,268
+4%
增持
META
META PLATFORMS INC
-$469.0K
4,412
+2%
清仓
IUSG
ISHARES TR
-$469.0K
0
-100%
建仓
AVDX
AVIDXCHANGE HOLDINGS INC
+$444.0K
55,116
增持
—
EXXON MOBIL CORP
+$441.0K
18,732
+4%
增持
COP
CONOCOPHILLIPS
+$415.0K
13,680
+4%
清仓
SFIX
STITCH FIX INC
-$414.0K
0
-100%
增持
BAB
INVESCO EXCH TRADED FD TR II
-$380.0K
138,541
+2%
增持
PYPL
PAYPAL HLDGS INC
-$366.0K
5,973
+7%
增持
MSFT
MICROSOFT CORP
+$348.0K
11,505
+21%
增持
IJT
ISHARES TR
-$330.0K
31,568
+2%
增持
SBUX
STARBUCKS CORP
-$301.0K
13,756
+4%
增持
—
SPOTIFY TECHNOLOGY S A
-$276.0K
3,735
+4%
增持
MO
ALTRIA GROUP INC
+$274.0K
22,424
+18%
增持
ETSY
ETSY INC
-$256.0K
3,318
+9%
增持
MTN
VAIL RESORTS INC
-$254.0K
4,349
+3%
增持
ABT
ABBOTT LABS
-$249.0K
11,651
+1%
增持
GD
GENERAL DYNAMICS CORP
+$246.0K
6,394
+3%
增持
INTU
INTUIT
-$243.0K
1,636
+2%
建仓
BX
BLACKSTONE INC
+$242.0K
1,907
增持
—
BLACKROCK INC
-$231.0K
1,748
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$230.0K
40,223
+4%
增持
VNQ
VANGUARD INDEX FDS
+$227.0K
9,030
+39%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$225.0K
905
建仓
HSY
HERSHEY CO
+$223.0K
1,030
增持
VYM
VANGUARD WHITEHALL FDS
+$207.0K
49,795
+4%
建仓
NOC
NORTHROP GRUMMAN CORP
+$206.0K
460
增持
EFX
EQUIFAX INC
-$204.0K
4,007
+2%
增持
KO
COCA COLA CO
+$200.0K
25,574
+9%
增持
LOW
LOWES COS INC
-$192.0K
3,640
+1%
增持
MORN
MORNINGSTAR INC
-$185.0K
3,087
+3%
建仓
—
ALTISOURCE ASSET MGMT CORP
+$182.0K
12,919
增持
PGR
PROGRESSIVE CORP
+$180.0K
13,447
+2%
减持
IAU
ISHARES GOLD TR
+$174.0K
106,077
-1%
增持
TJX
TJX COS INC NEW
-$167.0K
12,303
+2%
增持
UNP
UNION PAC CORP
+$163.0K
6,207
+2%
减持
VBK
VANGUARD INDEX FDS
-$156.0K
4,005
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$154.0K
44,793
+4%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$134.0K
7,107
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$129.0K
8,324
+1%
增持
MLM
MARTIN MARIETTA MATLS INC
-$127.0K
2,557
+1%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$124.0K
9,001
+3%
增持
SPGI
S&P GLOBAL INC
-$123.0K
2,364
+2%
增持
—
CATALENT INC
-$118.0K
8,383
+2%
增持
MCO
MOODYS CORP
-$115.0K
2,525
+2%
增持
EQIX
EQUINIX INC
-$111.0K
1,590
+4%
增持
AMT
AMERICAN TOWER CORP NEW
-$103.0K
3,049
+3%
增持
JNJ
JOHNSON & JOHNSON
+$99.0K
11,091
+2%
增持
UBER
UBER TECHNOLOGIES INC
-$99.0K
20,659
+4%
增持
CME
CME GROUP INC
+$97.0K
5,758
+3%
增持
FICO
FAIR ISAAC CORP
+$95.0K
2,137
+3%
建仓
DOUG
DOUGLAS ELLIMAN INC
+$93.0K
12,742
增持
DIS
DISNEY WALT CO
-$92.0K
6,275
+2%
增持
DEO
DIAGEO PLC
-$92.0K
6,769
+2%
增持
MCD
MCDONALDS CORP
-$90.0K
5,825
+2%
增持
IJR
ISHARES TR
-$78.0K
42,771
+4%
增持
SYY
SYSCO CORP
+$77.0K
20,996
+1%
增持
WMT
WALMART INC
+$77.0K
9,662
+3%
增持
CMCSA
COMCAST CORP NEW
-$70.0K
29,795
+2%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$69.0K
7,825
+2%
增持
GOOG
ALPHABET INC
-$61.0K
808
+1%
增持
CSGP
COSTAR GROUP INC
-$61.0K
8,507
+7%
减持
EEM
ISHARES TR
-$55.0K
9,378
-4%
清仓
GROW
U S GLOBAL INVS INC
-$51.0K
0
-100%
增持
RSG
REPUBLIC SVCS INC
-$46.0K
11,488
+2%
增持
TDG
TRANSDIGM GROUP INC
+$42.0K
1,609
+2%
增持
VRSK
VERISK ANALYTICS INC
-$40.0K
4,210
+2%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$39.0K
5,357
+4%
增持
WM
WASTE MGMT INC DEL
-$38.0K
9,382
+3%
增持
V
VISA INC
+$36.0K
3,829
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.0K
718
-3%
减持
VBR
VANGUARD INDEX FDS
-$30.0K
4,113
-2%
减持
VOO
VANGUARD INDEX FDS
-$30.0K
1,010
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$28.0K
14,568
+3%
增持
PM
PHILIP MORRIS INTL INC
+$23.0K
11,929
+3%
增持
CVS
CVS HEALTH CORP
-$20.0K
16,291
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$20.0K
4,258
+2%
增持
SCZ
ISHARES TR
-$18.0K
3,077
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
-$18.0K
3,409
+2%
增持
AMZN
AMAZON COM INC
+$17.0K
803
+3%
增持
GOOGL
ALPHABET INC
-$16.0K
214
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$13.0K
3,992
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$12.0K
6,751
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$11.0K
20,562
+0%
增持
MA
MASTERCARD INCORPORATED
+$10.0K
2,633
+2%
增持
BKNG
BOOKING HOLDINGS INC
+$5.0K
379
+3%
增持
VTI
VANGUARD INDEX FDS
-$5.0K
5,251
+6%
增持
—
RITCHIE BROS AUCTIONEERS
+$4.0K
20,433
+4%
增持
IJS
ISHARES TR
-$1.0K
50,918
+2%
