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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 93 项
建仓 1
增持 47
减持 41
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
XLU
SELECT SECTOR SPDR TR
-$2.8M
0
-100%
增持
IJH
ISHARES TR
+$2.8M
32,330
+70%
清仓
BIL
SPDR SER TR
-$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
BX
BLACKSTONE INC
+$923.0K
11,025
减持
TLT
ISHARES TR
-$482.0K
16,000
-13%
减持
BAB
INVESCO EXCH TRADED FD TR II
-$397.0K
135,549
-3%
减持
MPC
MARATHON PETE CORP
+$355.0K
21,281
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$350.0K
46,387
+1%
减持
IAU
ISHARES GOLD TR
-$343.0K
103,136
-2%
增持
VYM
VANGUARD WHITEHALL FDS
-$340.0K
51,711
+0%
增持
IJS
ISHARES TR
-$307.0K
52,040
+1%
增持
CMCSA
COMCAST CORP NEW
-$302.0K
30,855
+0%
增持
SYY
SYSCO CORP
-$292.0K
21,064
+0%
减持
—
CATALENT INC
-$290.0K
7,395
-4%
减持
MSFT
MICROSOFT CORP
-$282.0K
11,750
-0%
增持
GLDM
WORLD GOLD TR
-$256.0K
103,664
+1%
增持
GOOG
ALPHABET INC
-$253.0K
15,054
+1837%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$239.0K
0
-100%
增持
IWF
ISHARES TR
-$221.0K
29,079
+0%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$219.0K
0
-100%
增持
IJR
ISHARES TR
-$214.0K
43,134
+0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$189.0K
1,900
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$186.0K
21,062
+16%
减持
KO
COCA COLA CO
-$184.0K
25,481
-1%
增持
PM
PHILIP MORRIS INTL INC
-$181.0K
11,855
+1%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$181.0K
7,566
+4%
增持
COP
CONOCOPHILLIPS
+$180.0K
13,959
+0%
增持
CCI
CROWN CASTLE INC
-$169.0K
7,307
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$165.0K
20,519
-1%
增持
CME
CME GROUP INC
-$160.0K
5,918
+0%
增持
EL
LAUDER ESTEE COS INC
-$160.0K
4,169
+0%
增持
ETSY
ETSY INC
+$158.0K
4,591
+11%
增持
JNJ
JOHNSON & JOHNSON
-$157.0K
11,125
+0%
减持
ABT
ABBOTT LABS
-$152.0K
11,793
-1%
增持
PYPL
PAYPAL HLDGS INC
+$141.0K
6,620
+8%
增持
EQIX
EQUINIX INC
-$141.0K
1,646
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$123.0K
22,396
-1%
减持
UNP
UNION PAC CORP
-$122.0K
6,259
-0%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$120.0K
8,287
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$117.0K
2,809
-0%
增持
SBUX
STARBUCKS CORP
+$113.0K
14,329
+0%
增持
IJT
ISHARES TR
-$111.0K
32,208
+0%
减持
AMZN
AMAZON COM INC
+$111.0K
16,511
-0%
减持
VNQ
VANGUARD INDEX FDS
-$109.0K
9,003
-1%
减持
—
BLACKROCK INC
-$109.0K
1,804
-0%
减持
MORN
MORNINGSTAR INC
-$108.0K
2,856
-3%
减持
MCD
MCDONALDS CORP
-$101.0K
5,941
-0%
增持
WMT
WALMART INC
+$99.0K
9,871
+2%
增持
CSGP
COSTAR GROUP INC
+$97.0K
8,323
+4%
减持
MA
MASTERCARD INCORPORATED
-$91.0K
2,399
-2%
增持
META
META PLATFORMS INC
-$77.0K
5,045
+7%
减持
SPGI
S&P GLOBAL INC
-$76.0K
2,130
-1%
增持
TJX
TJX COS INC NEW
+$74.0K
11,683
+0%
减持
V
VISA INC
-$71.0K
3,554
-0%
增持
MCO
MOODYS CORP
-$65.0K
2,351
+0%
减持
GD
GENERAL DYNAMICS CORP
-$60.0K
6,377
-0%
减持
WM
WASTE MGMT INC DEL
+$59.0K
9,416
-1%
增持
GOOGL
ALPHABET INC
-$57.0K
4,280
+1900%
增持
IEMG
ISHARES INC
-$57.0K
10,010
+1%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$57.0K
8,400
-1%
增持
LOW
LOWES COS INC
+$54.0K
3,501
+1%
减持
ADSK
AUTODESK INC
+$54.0K
3,687
-0%
减持
RSG
REPUBLIC SVCS INC
+$49.0K
11,526
-1%
减持
TDG
TRANSDIGM GROUP INC
-$47.0K
1,433
-4%
减持
VBR
VANGUARD INDEX FDS
-$43.0K
3,910
-3%
减持
MLM
MARTIN MARIETTA MATLS INC
+$42.0K
2,355
-2%
增持
EFX
EQUIFAX INC
-$41.0K
3,704
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$39.0K
3,975
-0%
增持
BKNG
BOOKING HOLDINGS INC
-$36.0K
358
+0%
增持
—
SPOTIFY TECHNOLOGY S A
+$33.0K
4,054
+20%
减持
ELV
ELEVANCE HEALTH INC
-$32.0K
588
-5%
减持
CVS
CVS HEALTH CORP
+$29.0K
16,087
-1%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$24.0K
5,591
+0%
增持
Z
ZILLOW GROUP INC
+$22.0K
12,303
+18%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$22.0K
6,503
+0%
减持
—
ALTISOURCE ASSET MGMT CORP
+$22.0K
10,097
-24%
减持
VOO
VANGUARD INDEX FDS
-$22.0K
862
-2%
减持
AAPL
APPLE INC
+$21.0K
31,887
-1%
增持
DEO
DIAGEO PLC
-$19.0K
6,896
+1%
减持
PGR
PROGRESSIVE CORP
-$19.0K
13,362
-1%
增持
DHR
DANAHER CORPORATION
+$18.0K
2,806
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$18.0K
430
-7%
增持
—
CANADIAN PAC RY LTD
-$17.0K
8,178
+1%
减持
FSV
FIRSTSERVICE CORP NEW
-$16.0K
5,780
-0%
增持
DIS
DISNEY WALT CO
+$14.0K
6,205
+3%
增持
INTU
INTUIT
+$14.0K
1,615
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$12.0K
4,782
+2%
增持
HD
HOME DEPOT INC
+$9.0K
4,929
+0%
增持
VRSK
VERISK ANALYTICS INC
-$7.0K
3,924
+0%
减持
—
EXXON MOBIL CORP
+$5.0K
18,542
-2%
增持
—
ACCENTURE PLC IRELAND
-$5.0K
1,700
+7%
减持
FICO
FAIR ISAAC CORP
-$5.0K
1,962
-3%
增持
MTN
VAIL RESORTS INC
-$1.0K
4,410
+1%
