小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Accurate Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Accurate Wealth Management, LLC
报告期 2026-03-31 · CIK 0001877728
持仓数
533
前50大市值合计
$430.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 22
增持 66
减持 46
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$14.6M
3,913
-91%
建仓
IEF
ISHARES TR
+$11.9M
82,381
清仓
XLE
SELECT SECTOR SPDR TR
-$7.4M
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。
增持
XLK
SELECT SECTOR SPDR TR
+$7.1M
44,984
+773%
清仓
IWM
ISHARES TR
-$5.7M
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$5.0M
36,182
建仓
IBB
ISHARES TR
+$5.0M
29,999
减持
XLF
SELECT SECTOR SPDR TR
-$4.3M
35,968
-77%
清仓
ITOT
ISHARES TR
-$3.5M
0
-100%
增持
GLD
SPDR GOLD TR
+$3.0M
20,367
+806%
减持
AAPL
APPLE INC
-$2.2M
29,469
-41%
清仓
ISRG
INTUITIVE SURGICAL INC
-$1.4M
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$1.2M
15,261
清仓
PNC
PNC FINL SVCS GROUP INC
-$1.1M
0
-100%
建仓
MRNA
MODERNA INC
+$1.1M
198
增持
BAC
BK OF AMERICA CORP
+$1.0M
23,641
+176%
清仓
MU
MICRON TECHNOLOGY INC
-$972.0K
0
-100%
清仓
—
BLACK KNIGHT INC
-$920.0K
0
-100%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$900.0K
5,758
清仓
GM
GENERAL MTRS CO
-$895.0K
0
-100%
清仓
—
ZENDESK INC
-$890.0K
0
-100%
建仓
CNC
CENTENE CORP DEL
+$861.0K
8,944
建仓
—
TWITTER INC
+$826.0K
8,454
建仓
PLNT
PLANET FITNESS INC
+$825.0K
7,402
清仓
PTC
PTC INC
-$819.0K
0
-100%
清仓
DORM
DORMAN PRODS INC
-$819.0K
0
-100%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$800.0K
7,104
增持
AMAT
APPLIED MATLS INC
+$789.0K
5,907
+160%
增持
TSLA
TESLA INC
+$763.0K
1,917
+72%
减持
JPM
JPMORGAN CHASE & CO
-$735.0K
5,806
-63%
减持
MSFT
MICROSOFT CORP
+$641.0K
10,108
-1%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$589.0K
3,734
建仓
NSC
NORFOLK SOUTHN CORP
+$483.0K
1,855
增持
MCD
MCDONALDS CORP
+$406.0K
3,621
+79%
建仓
AMT
AMERICAN TOWER CORP NEW
+$376.0K
1,402
增持
JNJ
JOHNSON & JOHNSON
+$346.0K
6,427
+55%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$342.0K
3,965
增持
CSX
CSX CORP
+$323.0K
18,446
+97%
清仓
RSG
REPUBLIC SVCS INC
-$297.0K
0
-100%
建仓
MMM
3M CO
+$251.0K
1,423
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$246.0K
531
-45%
清仓
SJM
SMUCKER J M CO
-$244.0K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$238.0K
807
清仓
IVV
ISHARES TR
-$234.0K
0
-100%
建仓
CRM
SALESFORCE COM INC
+$231.0K
833
建仓
SPTS
SPDR SER TR
+$228.0K
7,596
建仓
—
MEDTRONIC PLC
+$220.0K
1,765
建仓
PRU
PRUDENTIAL FINL INC
+$218.0K
2,038
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$207.0K
7,983
-74%
减持
—
ARCH RESOURCES INC
+$204.0K
6,051
-4%
建仓
BLV
VANGUARD BD INDEX FDS
+$202.0K
1,957
清仓
TD
TORONTO DOMINION BK ONT
-$201.0K
0
-100%
增持
HD
HOME DEPOT INC
+$190.0K
3,445
+13%
减持
NYT
NEW YORK TIMES CO
+$186.0K
12,306
-38%
减持
VZ
VERIZON COMMUNICATIONS INC
-$185.0K
17,246
-17%
增持
MGC
VANGUARD WORLD FD
+$183.0K
6,741
+18%
增持
GOOGL
ALPHABET INC
+$175.0K
227
+27%
减持
CMCSA
COMCAST CORP NEW
-$158.0K
4,922
-34%
减持
CSCO
CISCO SYS INC
-$153.0K
9,107
-26%
增持
NVDA
NVIDIA CORPORATION
+$149.0K
3,360
+386%
清仓
—
GENERAL ELECTRIC CO
-$136.0K
0
-100%
增持
MO
ALTRIA GROUP INC
+$129.0K
8,466
+25%
增持
WM
WASTE MGMT INC DEL
+$119.0K
3,581
+15%
减持
PG
PROCTER AND GAMBLE CO
+$116.0K
5,381
-17%
减持
BA
BOEING CO
-$114.0K
1,349
-21%
增持
MRSH
MARSH & MCLENNAN COS INC
+$112.0K
2,611
+21%
增持
GOOG
ALPHABET INC
+$109.0K
350
+5%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$105.0K
9,904
-44%
增持
SO
SOUTHERN CO
+$101.0K
9,451
+17%
增持
CVX
CHEVRON CORP NEW
+$101.0K
5,709
+18%
增持
HSY
HERSHEY CO
+$98.0K
2,321
+27%
增持
SPTM
SPDR SER TR
+$98.0K
6,811
+30%
增持
APH
AMPHENOL CORP NEW
+$97.0K
4,855
+23%
增持
SCHF
SCHWAB STRATEGIC TR
+$96.0K
9,168
+38%
减持
PFE
PFIZER INC
+$87.0K
10,478
-22%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$83.0K
2,830
+24%
增持
META
FACEBOOK INC
+$81.0K
3,089
+12%
减持
DIS
DISNEY WALT CO
-$78.0K
2,910
-11%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$75.0K
1,974
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$75.0K
2,614
+11%
减持
LMT
LOCKHEED MARTIN CORP
-$74.0K
1,760
-4%
减持
FISV
FISERV INC
+$73.0K
5,914
-19%
减持
BSX
BOSTON SCIENTIFIC CORP
+$73.0K
14,766
-27%
减持
XAR
SPDR SER TR
-$72.0K
2,645
-11%
减持
AMD
ADVANCED MICRO DEVICES INC
-$70.0K
7,033
-38%
减持
T
AT&T INC
-$68.0K
18,067
-10%
增持
COP
CONOCOPHILLIPS
+$68.0K
6,519
+4%
减持
—
EXXON MOBIL CORP
-$67.0K
7,302
-20%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$66.0K
185
-94%
减持
UPS
UNITED PARCEL SERVICE INC
-$64.0K
2,078
-2%
增持
AMZN
AMAZON COM INC
+$64.0K
763
+7%
增持
PEP
PEPSICO INC
+$62.0K
2,835
+10%
增持
GSLC
GOLDMAN SACHS ETF TR
+$59.0K
3,541
+22%
减持
V
VISA INC
-$58.0K
3,931
-2%
减持
MS
MORGAN STANLEY
+$55.0K
7,326
-28%
增持
HYG
ISHARES TR
+$54.0K
3,011
+27%
增持
KO
COCA COLA CO
+$54.0K
11,607
+9%
建仓
—
GOHEALTH INC
+$50.0K
10,000
增持
GD
GENERAL DYNAMICS CORP
+$50.0K
1,599
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$49.0K
1,215
+9%
增持
VUG
VANGUARD INDEX FDS
+$49.0K
1,884
+7%
增持
WMT
WALMART INC
+$44.0K
5,116
+8%
减持
MA
MASTERCARD INCORPORATED
-$43.0K
1,317
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$43.0K
1,644
+17%
减持
BX
BLACKSTONE INC
+$42.0K
2,615
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$41.0K
8,466
+26%
减持
NEE
NEXTERA ENERGY INC
+$40.0K
7,597
-0%
减持
IVW
ISHARES TR
+$40.0K
1,992
-52%
增持
VRSN
VERISIGN INC
+$40.0K
1,480
+22%
减持
ARKW
ARK ETF TR
-$39.0K
1,528
-10%
减持
FND
FLOOR & DECOR HLDGS INC
-$36.0K
5,001
-38%
增持
ABBV
ABBVIE INC
+$36.0K
6,746
+9%
增持
MGK
VANGUARD WORLD FD
+$28.0K
1,889
+5%
增持
INTC
INTEL CORP
+$28.0K
8,502
+12%
增持
PYPL
PAYPAL HLDGS INC
-$27.0K
1,860
+5%
减持
—
KANSAS CITY SOUTHERN
-$26.0K
975
-5%
增持
—
BLACKROCK INC
+$26.0K
329
+8%
增持
AVGO
BROADCOM INC
+$25.0K
718
+8%
减持
STZ
CONSTELLATION BRANDS INC
-$25.0K
111
-90%
增持
MRK
MERCK & CO INC
+$23.0K
4,355
+9%
减持
HON
HONEYWELL INTL INC
-$22.0K
2,462
-1%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$22.0K
2,035
+7%
增持
VGT
VANGUARD WORLD FDS
+$20.0K
870
+2%
增持
WELL
WELLTOWER INC
+$19.0K
4,023
+7%
增持
PM
PHILIP MORRIS INTL INC
+$16.0K
3,568
+7%
增持
VOO
VANGUARD INDEX FDS
+$16.0K
999
+3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$16.0K
1,346
+19%
增持
LOW
LOWES COS INC
+$15.0K
1,253
+2%
增持
—
MIND MEDICINE MINDMED INC
-$15.0K
26,440
+17%
减持
D
DOMINION ENERGY INC
-$13.0K
3,012
-4%
减持
AEP
AMERICAN ELEC PWR CO INC
-$12.0K
2,818
-1%
增持
CAT
CATERPILLAR INC
-$11.0K
2,349
+9%
增持
SHOP
SHOPIFY INC
-$11.0K
314
+2%
减持
ADI
ANALOG DEVICES INC
+$11.0K
319
-78%
增持
LLY
LILLY ELI & CO
+$10.0K
1,027
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$9.0K
3,096
+7%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$8.0K
688
+5%
增持
DE
DEERE & CO
+$7.0K
1,407
+7%
增持
TXN
TEXAS INSTRS INC
+$6.0K
1,251
+2%
增持
XLY
SELECT SECTOR SPDR TR
+$6.0K
1,144
+1%
减持
ESGU
ISHARES TR
-$6.0K
2,077
-6%
增持
DUK
DUKE ENERGY CORP NEW
+$5.0K
5,075
+1%
增持
MDLZ
MONDELEZ INTL INC
+$5.0K
5,190
+8%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$4.0K
7,337
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$4.0K
3,984
-3%
减持
BCE
BCE INC
-$2.0K
4,283
-3%
减持
CCK
CROWN HLDGS INC
-$2.0K
5,635
-29%
减持
KMX
CARMAX INC
+$2.0K
4,548
-29%
增持
PPL
PPL CORP
+$1.0K
8,010
+1%
增持
SQ
SQUARE INC
+$1.0K
1,080
+2%
