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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 125 项
建仓 10
增持 52
减持 54
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
GOOG
ALPHABET INC
+$1.8M
24,899
+0%
清仓
VRSN
VERISIGN INC
-$1.6M
0
-100%
建仓
TYL
TYLER TECHNOLOGIES INC
+$1.3M
2,945
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。
增持
AMZN
AMAZON COM INC
+$1.2M
29,844
+15%
建仓
FCN
FTI CONSULTING INC
+$1.1M
6,722
减持
GLDM
WORLD GOLD TR
+$998.5K
128,490
-1%
减持
AAPL
APPLE INC
+$980.4K
61,201
-0%
清仓
MORN
MORNINGSTAR INC
-$870.0K
0
-100%
增持
IBDR
ISHARES TR
+$837.5K
48,328
+252%
减持
IAU
ISHARES GOLD TR
+$833.8K
105,038
-1%
清仓
PYPL
PAYPAL HLDGS INC
-$785.4K
0
-100%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$693.6K
42,028
+14%
减持
META
META PLATFORMS INC
-$667.5K
5,368
-6%
减持
—
SPOTIFY TECHNOLOGY S A
-$664.6K
4,220
-5%
清仓
—
ISHARES TR
-$635.9K
0
-100%
减持
MPC
MARATHON PETE CORP
-$635.7K
17,113
-4%
增持
GOOGL
ALPHABET INC
+$633.2K
7,591
+6%
建仓
IBDS
ISHARES TR
+$624.2K
25,707
建仓
IBDT
ISHARES TR
+$568.4K
22,330
清仓
—
ISHARES TR
-$564.9K
0
-100%
增持
DGRO
ISHARES TR
+$537.3K
72,137
+10%
增持
IWF
ISHARES TR
+$526.8K
42,151
+2%
增持
MSFT
MICROSOFT CORP
+$486.6K
18,415
+13%
增持
IBDU
ISHARES TR
+$470.2K
28,766
+232%
增持
JNJ
JOHNSON & JOHNSON
+$463.0K
16,553
+4%
减持
UBER
UBER TECHNOLOGIES INC
-$413.6K
22,320
-2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$390.5K
8,339
-3%
增持
IJH
ISHARES TR
+$390.4K
261,734
+1%
减持
PGR
PROGRESSIVE CORP
-$389.7K
19,933
-0%
增持
VYM
VANGUARD WHITEHALL FDS
+$385.6K
88,766
+1%
增持
IVV
ISHARES TR
+$335.2K
2,474
+22%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$331.2K
3,353
+1%
建仓
SLV
ISHARES SILVER TR
+$327.9K
5,090
减持
CSGP
COSTAR GROUP INC
-$321.9K
9,958
-15%
减持
FSV
FIRSTSERVICE CORP NEW
-$288.6K
6,750
-4%
建仓
VB
VANGUARD INDEX FDS
+$285.7K
1,107
减持
BX
BLACKSTONE INC
-$278.0K
14,458
-1%
增持
WMT
WALMART INC
+$270.4K
30,202
+1%
减持
HRL
HORMEL FOODS CORP
-$247.4K
74,585
-8%
增持
WFC
WELLS FARGO CO NEW
+$244.7K
19,954
+4%
建仓
SHW
SHERWIN WILLIAMS CO
+$244.3K
754
减持
MTN
VAIL RESORTS INC
-$241.9K
5,909
-14%
建仓
LLY
ELI LILLY & CO
+$238.6K
222
增持
—
EXXON MOBIL CORP
+$229.1K
26,272
+1%
减持
EFX
EQUIFAX INC
-$228.9K
4,501
-4%
建仓
TSLA
TESLA INC
+$223.1K
496
减持
SYY
SYSCO CORP
-$219.3K
24,349
-0%
减持
RSG
REPUBLIC SVCS INC
-$215.3K
12,138
-0%
清仓
IBMP
ISHARES TR
-$212.9K
0
-100%
清仓
IBMO
ISHARES TR
-$212.9K
0
-100%
增持
V
VISA INC
+$211.6K
5,045
+11%
清仓
—
ISHARES TR
-$207.8K
0
-100%
建仓
IQV
IQVIA HLDGS INC
+$207.6K
921
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$198.5K
14,098
+21%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$190.0K
20,570
-0%
减持
ABT
ABBOTT LABS
-$183.3K
15,660
-2%
增持
BLK
BLACKROCK INC
-$183.3K
2,114
+1%
减持
FICO
FAIR ISAAC CORP
+$177.6K
1,478
-5%
减持
VRSK
VERISK ANALYTICS INC
-$173.8K
4,493
-4%
减持
ADSK
AUTODESK INC
-$167.6K
4,306
-5%
减持
IJS
ISHARES TR
+$164.9K
56,972
-0%
增持
DHR
DANAHER CORPORATION
+$149.9K
4,461
+2%
增持
HD
HOME DEPOT INC
-$147.9K
6,348
+10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$135.2K
73,591
-1%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$134.9K
8,142
-8%
增持
CME
CME GROUP INC
+$133.8K
8,051
+5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$130.3K
7,538
-6%
增持
IJR
ISHARES TR
+$123.5K
60,665
+1%
减持
INTU
INTUIT
-$121.8K
2,154
-5%
减持
ADBE
ADOBE INC
-$121.6K
2,130
-13%
清仓
—
PROPHASE LABS INC
-$114.5K
0
-100%
增持
IBTQ
ISHARES TR
+$114.4K
126,700
+4%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$108.5K
8,497
-2%
增持
IBTH
ISHARES TR
+$105.8K
153,156
+3%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$104.6K
6,702
+0%
增持
AXP
AMERICAN EXPRESS CO
+$99.8K
1,454
+10%
增持
IBTG
ISHARES TR
+$97.8K
148,230
+3%
增持
IBTK
ISHARES TR
+$96.8K
172,186
+3%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$96.1K
2,966
-15%
减持
TJX
TJX COS INC NEW
+$95.9K
12,723
-1%
增持
IBTP
ISHARES TR
+$94.5K
128,645
+3%
增持
IBTL
ISHARES TR
+$94.1K
168,609
+3%
增持
IBTI
ISHARES TR
+$93.5K
154,708
+3%
增持
IBTM
ISHARES TR
+$92.9K
148,474
+3%
减持
MCO
MOODYS CORP
+$92.7K
2,805
-0%
增持
IBTO
ISHARES TR
+$88.2K
139,030
+3%
减持
IJT
ISHARES TR
-$87.3K
37,277
-1%
增持
IBTJ
ISHARES TR
+$85.9K
154,691
+3%
减持
WM
WASTE MGMT INC DEL
-$82.2K
10,275
-3%
增持
IBDV
ISHARES TR
+$71.2K
12,462
+35%
减持
SPGI
S&P GLOBAL INC
+$70.9K
2,516
-2%
减持
MCD
MCDONALDS CORP
-$64.3K
6,582
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$56.6K
1,377
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$55.6K
892
+21%
减持
MRK
MERCK & CO INC
+$53.3K
4,644
-11%
减持
KO
COCA COLA CO
+$50.7K
28,818
-3%
增持
VOO
VANGUARD INDEX FDS
+$50.7K
1,941
+2%
增持
SYK
STRYKER CORPORATION
+$48.2K
2,716
+11%
减持
COST
COSTCO WHSL CORP NEW
-$47.3K
508
-3%
减持
VTI
VANGUARD INDEX FDS
+$41.5K
5,898
-0%
减持
QQQ
INVESCO QQQ TR
-$39.7K
2,180
-5%
增持
GD
GENERAL DYNAMICS CORP
+$39.0K
7,515
+3%
减持
TLT
ISHARES TR
-$37.0K
5,998
-4%
增持
XLU
SELECT SECTOR SPDR TR
-$36.3K
51,870
+101%
减持
VUG
VANGUARD INDEX FDS
+$35.1K
6,167
-1%
减持
VBK
VANGUARD INDEX FDS
-$31.6K
3,247
-5%
减持
MLM
MARTIN MARIETTA MATLS INC
-$30.4K
2,502
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$26.2K
7,412
+2%
增持
AVGO
BROADCOM INC
+$25.5K
961
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$25.2K
916
-5%
减持
BKNG
BOOKING HOLDINGS INC
-$22.5K
395
-0%
增持
NVDA
NVIDIA CORPORATION
+$20.9K
1,899
+6%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$14.5K
11,849
+3%
增持
COP
CONOCOPHILLIPS
-$14.1K
16,041
+0%
减持
IBMQ
ISHARES TR
-$13.0K
7,892
-6%
增持
MA
MASTERCARD INCORPORATED
+$12.7K
2,809
+0%
增持
CVX
CHEVRON CORP NEW
+$11.0K
10,295
+3%
减持
SCZ
ISHARES TR
-$10.6K
10,175
-2%
减持
SBUX
STARBUCKS CORP
-$10.2K
19,088
-0%
减持
TDG
TRANSDIGM GROUP INC
-$9.6K
1,305
-1%
增持
UNP
UNION PAC CORP
-$8.3K
7,865
+2%
减持
—
ACCENTURE PLC IRELAND
-$4.7K
2,444
-9%
减持
EFG
ISHARES TR
-$4.6K
1,992
-2%
减持
VBR
VANGUARD INDEX FDS
+$2.2K
3,644
-1%
增持
PM
PHILIP MORRIS INTL INC
-$738
15,098
+1%
