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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 122 项
建仓 6
增持 84
减持 28
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$3.0M
11,262
+188%
减持
IEF
ISHARES TR
-$2.1M
64,286
-22%
增持
XLK
SELECT SECTOR SPDR TR
+$1.8M
55,167
+23%
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
XLF
SELECT SECTOR SPDR TR
-$1.4M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$1.3M
45,631
+26%
清仓
XLB
SELECT SECTOR SPDR TR
-$1.2M
0
-100%
增持
AAPL
APPLE INC
+$884.0K
30,203
+2%
建仓
ITOT
ISHARES TR
+$863.0K
8,135
减持
GLD
SPDR GOLD TR
-$533.0K
17,074
-16%
增持
MSFT
MICROSOFT CORP
+$495.0K
10,714
+6%
增持
TSLA
TESLA INC
+$374.0K
1,972
+3%
建仓
—
CANADIAN PAC RY LTD
+$288.0K
4,000
清仓
—
KANSAS CITY SOUTHERN
-$264.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$257.0K
3,405
+1%
建仓
UNH
UNITEDHEALTH GROUP INC
+$236.0K
478
建仓
IVV
ISHARES TR
+$207.0K
447
建仓
MET
METLIFE INC
+$202.0K
3,125
建仓
VTI
VANGUARD INDEX FDS
+$202.0K
874
增持
QCOM
QUALCOMM INC
+$186.0K
3,685
+1%
增持
HD
HOME DEPOT INC
+$161.0K
3,528
+2%
增持
GOOGL
ALPHABET INC
+$145.0K
263
+16%
增持
MCD
MCDONALDS CORP
+$128.0K
3,921
+8%
增持
PFE
PFIZER INC
+$123.0K
10,837
+3%
增持
NEE
NEXTERA ENERGY INC
+$119.0K
7,777
+2%
增持
AVGO
BROADCOM INC
+$112.0K
746
+4%
减持
PYPL
PAYPAL HLDGS INC
-$111.0K
1,828
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$107.0K
1,381
+14%
增持
PG
PROCTER AND GAMBLE CO
+$95.0K
5,542
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$91.0K
2,199
+6%
增持
LOW
LOWES COS INC
+$85.0K
1,319
+5%
增持
ABBV
ABBVIE INC
+$82.0K
6,808
+1%
增持
KO
COCA COLA CO
+$81.0K
12,566
+8%
增持
ROK
ROCKWELL AUTOMATION INC
+$80.0K
913
+13%
减持
T
AT&T INC
-$76.0K
16,069
-11%
增持
CVX
CHEVRON CORP NEW
+$70.0K
5,976
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
+$65.0K
7,175
+2%
增持
MGK
VANGUARD WORLD FD
+$64.0K
1,948
+3%
增持
CSCO
CISCO SYS INC
+$63.0K
9,452
+4%
清仓
—
MIND MEDICINE MINDMED INC
-$63.0K
0
-100%
增持
META
META PLATFORMS INC
+$60.0K
3,289
+6%
增持
JNJ
JOHNSON & JOHNSON
+$52.0K
6,546
+2%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$51.0K
4,489
+13%
减持
CCI
CROWN CASTLE INTL CORP NEW
+$49.0K
2,029
-0%
增持
VUG
VANGUARD INDEX FDS
+$49.0K
1,948
+3%
增持
PEP
PEPSICO INC
+$48.0K
2,950
+4%
增持
AMAT
APPLIED MATLS INC
+$45.0K
6,004
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$43.0K
16,879
-2%
增持
LLY
LILLY ELI & CO
+$40.0K
1,089
+6%
增持
AMZN
AMAZON COM INC
+$39.0K
766
+0%
减持
DIS
DISNEY WALT CO
-$39.0K
2,808
-4%
减持
SO
SOUTHERN CO
+$36.0K
9,355
-1%
增持
CAT
CATERPILLAR INC
+$35.0K
2,411
+3%
增持
MDLZ
MONDELEZ INTL INC
+$35.0K
5,303
+2%
增持
MA
MASTERCARD INCORPORATED
+$34.0K
1,383
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$33.0K
5,088
+0%
增持
BAC
BK OF AMERICA CORP
+$32.0K
24,101
+2%
减持
SQ
BLOCK INC
-$32.0K
1,073
-1%
增持
V
VISA INC
+$32.0K
4,159
+6%
增持
AJG
GALLAGHER ARTHUR J & CO
+$32.0K
3,843
+3%
增持
—
BLACKROCK INC
+$30.0K
347
+5%
增持
COP
CONOCOPHILLIPS
+$30.0K
6,644
+2%
减持
CSX
CSX CORP
+$29.0K
17,246
-7%
增持
WM
WASTE MGMT INC DEL
+$28.0K
3,638
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$28.0K
8,824
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$27.0K
4,303
+8%
减持
NSC
NORFOLK SOUTHN CORP
-$25.0K
1,680
-9%
增持
—
EXXON MOBIL CORP
+$25.0K
7,591
+4%
增持
MRSH
MARSH & MCLENNAN COS INC
+$24.0K
2,692
+3%
增持
AEP
AMERICAN ELEC PWR CO INC
+$23.0K
2,857
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$23.0K
3,007
-3%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$23.0K
2,927
+3%
增持
D
DOMINION ENERGY INC
+$22.0K
3,137
+4%
增持
WMT
WALMART INC
+$21.0K
5,157
+1%
增持
—
GOHEALTH INC
+$21.0K
18,650
+87%
增持
VGT
VANGUARD WORLD FDS
+$20.0K
900
+3%
增持
APH
AMPHENOL CORP NEW
+$20.0K
4,957
+2%
增持
PPL
PPL CORP
+$18.0K
8,040
+0%
减持
HON
HONEYWELL INTL INC
-$18.0K
2,413
-2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$18.0K
1,396
+4%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$16.0K
2,034
+3%
增持
WELL
WELLTOWER INC
+$16.0K
4,064
+1%
增持
STZ
CONSTELLATION BRANDS INC
+$15.0K
154
+39%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$14.0K
2,445
-6%
增持
AMT
AMERICAN TOWER CORP NEW
+$13.0K
1,419
+1%
增持
PRU
PRUDENTIAL FINL INC
+$13.0K
2,146
+5%
减持
XAR
SPDR SER TR
-$13.0K
2,539
-4%
增持
MMM
3M CO
+$13.0K
1,479
+4%
增持
DE
DEERE & CO
+$13.0K
1,416
+1%
减持
—
ARCH RESOURCES INC
-$12.0K
5,991
-1%
减持
PM
PHILIP MORRIS INTL INC
-$12.0K
3,437
-4%
增持
VRSN
VERISIGN INC
+$12.0K
1,493
+1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$11.0K
680
-1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$10.0K
552
+4%
增持
MRK
MERCK & CO INC
+$10.0K
4,442
+2%
减持
XLY
SELECT SECTOR SPDR TR
+$9.0K
1,122
-2%
增持
HSY
HERSHEY CO
+$9.0K
2,336
+1%
增持
CNC
CENTENE CORP DEL
+$9.0K
9,019
+1%
增持
INTC
INTEL CORP
+$8.0K
8,846
+4%
增持
ADI
ANALOG DEVICES INC
+$8.0K
353
+11%
减持
BCE
BCE INC
+$7.0K
4,261
-1%
增持
—
MEDTRONIC PLC
-$7.0K
1,818
+3%
增持
MS
MORGAN STANLEY
+$7.0K
7,391
+1%
增持
MRNA
MODERNA INC
-$7.0K
213
+8%
减持
—
TWITTER INC
-$7.0K
8,399
-1%
增持
GD
GENERAL DYNAMICS CORP
+$7.0K
1,606
+0%
增持
CMCSA
COMCAST CORP NEW
-$6.0K
5,081
+3%
增持
CRM
SALESFORCE COM INC
+$6.0K
893
+7%
增持
JPM
JPMORGAN CHASE & CO
+$5.0K
5,973
+3%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$5.0K
7,278
-1%
减持
IBB
ISHARES TR
-$5.0K
29,983
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$5.0K
1,750
-1%
减持
FISV
FISERV INC
-$4.0K
5,899
-0%
增持
BSX
BOSTON SCIENTIFIC CORP
+$4.0K
14,876
+1%
增持
BA
BOEING CO
-$4.0K
1,408
+4%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$4.0K
163
-12%
增持
FIS
FIDELITY NATL INFORMATION SV
-$2.0K
5,762
+0%
增持
CCK
CROWN HLDGS INC
+$2.0K
5,646
+0%
减持
MO
ALTRIA GROUP INC
+$2.0K
8,244
-3%
增持
TXN
TEXAS INSTRS INC
+$1.0K
1,275
+2%
减持
HYG
ISHARES TR
-$1.0K
3,001
-0%
增持
KMX
CARMAX INC
+$1.0K
4,557
+0%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$0
9,909
+0%
