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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 103 项
建仓 5
增持 46
减持 42
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
TLT
ISHARES TR
+$2.1M
18,461
减持
AAPL
APPLE INC
-$1.8M
32,083
-10%
增持
IWF
ISHARES TR
-$1.5M
28,983
+3%
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
—
RITCHIE BROS AUCTIONEERS
-$1.2M
0
-100%
清仓
MO
ALTRIA GROUP INC
-$1.2M
0
-100%
建仓
EL
LAUDER ESTEE COS INC
+$1.1M
4,164
建仓
BIL
SPDR SER TR
+$1.0M
11,018
清仓
—
FIRSTSERVICE CORP NEW
-$879.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$863.0K
16,526
+1958%
建仓
FSV
FIRSTSERVICE CORP NEW
+$704.0K
5,809
增持
IJH
ISHARES TR
-$680.0K
19,061
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$644.0K
46,142
+3%
增持
IJR
ISHARES TR
-$639.0K
43,016
+1%
清仓
BDX
BECTON DICKINSON & CO
-$636.0K
0
-100%
增持
IJS
ISHARES TR
-$615.0K
51,650
+1%
增持
IJT
ISHARES TR
-$563.0K
32,152
+2%
减持
GOOG
ALPHABET INC
-$557.0K
777
-4%
增持
MSFT
MICROSOFT CORP
-$529.0K
11,753
+2%
增持
SCHW
SCHWAB CHARLES CORP
-$424.0K
20,728
+1%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$421.0K
7,297
-7%
减持
IEMG
ISHARES INC
-$420.0K
9,923
-39%
减持
UBER
UBER TECHNOLOGIES INC
-$365.0K
18,205
-12%
增持
UNP
UNION PAC CORP
-$355.0K
6,289
+1%
增持
VYM
VANGUARD WHITEHALL FDS
-$343.0K
51,579
+4%
减持
IAU
ISHARES GOLD TR
-$312.0K
104,769
-1%
减持
DIS
DISNEY WALT CO
-$290.0K
6,051
-4%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$282.0K
6,484
-4%
减持
EFX
EQUIFAX INC
-$274.0K
3,699
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$268.0K
22,574
+55%
减持
VTI
VANGUARD INDEX FDS
-$268.0K
4,913
-6%
减持
MLM
MARTIN MARIETTA MATLS INC
-$268.0K
2,392
-6%
减持
BKNG
BOOKING HOLDINGS INC
-$266.0K
357
-6%
增持
PYPL
PAYPAL HLDGS INC
-$262.0K
6,146
+3%
增持
WMT
WALMART INC
-$258.0K
9,711
+1%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$253.0K
0
-100%
增持
GLDM
WORLD GOLD TR
-$251.0K
102,416
+0%
减持
TDG
TRANSDIGM GROUP INC
-$249.0K
1,488
-8%
减持
—
SPOTIFY TECHNOLOGY S A
-$247.0K
3,376
-10%
减持
SPGI
S&P GLOBAL INC
-$244.0K
2,155
-9%
清仓
BX
BLACKSTONE INC
-$242.0K
0
-100%
增持
BAB
INVESCO EXCH TRADED FD TR II
-$237.0K
139,748
+1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$235.0K
1,944
-6%
增持
—
BLACKROCK INC
-$234.0K
1,810
+4%
清仓
IWB
ISHARES TR
-$229.0K
0
-100%
减持
VRSK
VERISK ANALYTICS INC
-$228.0K
3,907
-7%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$220.0K
0
-100%
减持
Z
ZILLOW GROUP INC
-$219.0K
10,407
-7%
增持
META
META PLATFORMS INC
-$219.0K
4,725
+7%
减持
MCO
MOODYS CORP
-$215.0K
2,343
-7%
清仓
SCZ
ISHARES TR
-$204.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$188.0K
30,772
+3%
增持
DEO
DIAGEO PLC
-$185.0K
6,834
+1%
减持
FICO
FAIR ISAAC CORP
-$184.0K
2,029
-5%
减持
ADSK
AUTODESK INC
-$182.0K
3,692
-3%
增持
MTN
VAIL RESORTS INC
-$180.0K
4,368
+0%
减持
XLU
SELECT SECTOR SPDR TR
-$179.0K
40,160
-0%
减持
INTU
INTUIT
-$175.0K
1,589
-3%
减持
MA
MASTERCARD INCORPORATED
-$168.0K
2,449
-7%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$166.0K
5,570
+4%
增持
CME
CME GROUP INC
-$162.0K
5,902
+3%
增持
SBUX
STARBUCKS CORP
-$157.0K
14,316
+4%
增持
VNQ
VANGUARD INDEX FDS
-$148.0K
9,124
+1%
减持
V
VISA INC
-$147.0K
3,566
-7%
减持
CVS
CVS HEALTH CORP
-$144.0K
16,246
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$140.0K
8,349
+0%
减持
LOW
LOWES COS INC
-$132.0K
3,460
-5%
减持
GD
GENERAL DYNAMICS CORP
-$129.0K
6,385
-0%
减持
MORN
MORNINGSTAR INC
-$129.0K
2,951
-4%
减持
VBR
VANGUARD INDEX FDS
-$120.0K
4,034
-2%
增持
COP
CONOCOPHILLIPS
-$119.0K
13,912
+2%
减持
VOO
VANGUARD INDEX FDS
-$114.0K
878
-13%
增持
ETSY
ETSY INC
-$110.0K
4,131
+25%
减持
—
CANADIAN PAC RY LTD
-$107.0K
8,059
-1%
减持
—
CATALENT INC
-$105.0K
7,687
-8%
增持
EQIX
EQUINIX INC
-$102.0K
1,640
+3%
增持
DHR
DANAHER CORPORATION
-$101.0K
2,788
+1%
减持
MPC
MARATHON PETE CORP
-$99.0K
21,393
-2%
减持
TJX
TJX COS INC NEW
-$93.0K
11,675
-5%
清仓
DOUG
DOUGLAS ELLIMAN INC
-$93.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
-$90.0K
1,592
+1%
增持
HD
HOME DEPOT INC
-$90.0K
4,925
+2%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$87.0K
7,275
+2%
增持
ABT
ABBOTT LABS
-$86.0K
11,896
+2%
减持
CSGP
COSTAR GROUP INC
-$84.0K
7,995
-6%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$68.0K
8,493
-6%
增持
—
EXXON MOBIL CORP
+$67.0K
18,844
+1%
增持
SYY
SYSCO CORP
+$67.0K
21,019
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$46.0K
2,815
-8%
增持
—
ALTISOURCE ASSET MGMT CORP
-$45.0K
13,319
+3%
减持
PM
PHILIP MORRIS INTL INC
+$44.0K
11,795
-1%
增持
PGR
PROGRESSIVE CORP
+$39.0K
13,516
+1%
增持
WM
WASTE MGMT INC DEL
-$37.0K
9,477
+1%
增持
VO
VANGUARD INDEX FDS
+$33.0K
1,315
+38%
增持
MCD
MCDONALDS CORP
+$32.0K
5,964
+2%
增持
VIGI
VANGUARD WHITEHALL FDS
-$30.0K
3,487
+2%
增持
KO
COCA COLA CO
+$25.0K
25,615
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$24.0K
408
-2%
减持
ELV
ELEVANCE HEALTH INC
-$12.0K
619
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$10.0K
3,983
-0%
增持
JNJ
JOHNSON & JOHNSON
+$8.0K
11,122
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$8.0K
4,671
+10%
建仓
KODK
EASTMAN KODAK CO
+$4.0K
16,200
增持
RSG
REPUBLIC SVCS INC
-$3.0K
11,609
+1%
