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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 55
增持 63
减持 10
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$24.5M
79,704
+608%
增持
GLD
SPDR GOLD TR
+$13.9M
92,616
+442%
建仓
SHY
ISHARES TR
+$12.0M
143,594
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
USDU
WISDOMTREE TR
+$10.8M
407,448
减持
IEF
ISHARES TR
-$9.5M
3,286
-95%
减持
XLK
SELECT SECTOR SPDR TR
-$8.8M
5,325
-90%
增持
ITOT
ISHARES TR
+$6.4M
71,747
+782%
清仓
XLV
SELECT SECTOR SPDR TR
-$6.3M
0
-100%
增持
TSLA
TESLA INC
+$5.6M
6,932
+252%
清仓
IBB
ISHARES TR
-$5.0M
0
-100%
增持
—
EXXON MOBIL CORP
+$4.1M
55,510
+631%
增持
AMZN
AMAZON COM INC
+$2.8M
1,742
+127%
增持
AAPL
APPLE INC
+$2.7M
47,096
+56%
建仓
MSBI
MIDLAND STS BANCORP INC ILL
+$2.1M
71,095
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
5,372
+289%
增持
MSFT
MICROSOFT CORP
+$1.7M
18,111
+69%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.7M
50,836
+201%
增持
ABBV
ABBVIE INC
+$1.6M
15,135
+122%
建仓
CHD
CHURCH & DWIGHT CO INC
+$1.5M
15,547
建仓
ROP
ROPER TECHNOLOGIES INC
+$1.5M
3,173
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$1.5M
4,354
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.4M
4,634
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.4M
26,135
+196%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
13,943
+113%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
5,842
+139%
增持
HSY
HERSHEY CO
+$1.3M
8,123
+248%
增持
AJG
GALLAGHER ARTHUR J & CO
+$1.3M
10,992
+186%
增持
KO
COCA COLA CO
+$1.3M
32,167
+156%
建仓
BIL
SPDR SER TR
+$1.3M
13,924
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.2M
9,594
+256%
增持
MGC
VANGUARD WORLD FD
+$1.2M
14,218
+111%
增持
MCD
MCDONALDS CORP
+$1.2M
8,810
+125%
增持
WM
WASTE MGMT INC DEL
+$1.2M
10,973
+202%
建仓
PNC
PNC FINL SVCS GROUP INC
+$1.1M
6,124
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.1M
11,347
+288%
建仓
TMUS
T-MOBILE US INC
+$1.1M
8,614
建仓
GPN
GLOBAL PMTS INC
+$1.1M
8,069
增持
APH
AMPHENOL CORP NEW
+$1.1M
19,414
+292%
建仓
SHV
ISHARES TR
+$1.1M
9,592
清仓
MRNA
MODERNA INC
-$1.1M
0
-100%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$1.1M
9,095
+347%
建仓
GM
GENERAL MTRS CO
+$1.0M
23,893
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.0M
17,623
+293%
增持
GSLC
GOLDMAN SACHS ETF TR
+$1.0M
14,804
+318%
清仓
MS
MORGAN STANLEY
-$992.0K
0
-100%
增持
VRSN
VERISIGN INC
+$981.0K
5,882
+294%
建仓
—
HORIZON THERAPEUTICS PUB L
+$968.0K
9,200
减持
BAC
BK OF AMERICA CORP
-$960.0K
11,117
-54%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$948.0K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$898.0K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$870.0K
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$862.0K
0
-100%
清仓
KMX
CARMAX INC
-$833.0K
0
-100%
清仓
PLNT
PLANET FITNESS INC
-$825.0K
0
-100%
清仓
FND
FLOOR & DECOR HLDGS INC
-$820.0K
0
-100%
清仓
—
TWITTER INC
-$819.0K
0
-100%
建仓
OZ
BELPOINTE PREP LLC
+$779.0K
7,795
减持
AMAT
APPLIED MATLS INC
-$779.0K
2,866
-52%
增持
PYPL
PAYPAL HLDGS INC
+$741.0K
9,661
+429%
增持
SPTM
SPDR SER TR
+$715.0K
19,631
+188%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$624.0K
14,984
建仓
NFLX
NETFLIX INC
+$611.0K
1,632
建仓
IVOL
KRANESHARES TR
+$597.0K
23,316
增持
SCHF
SCHWAB STRATEGIC TR
+$555.0K
24,862
+171%
增持
SPTS
SPDR SER TR
+$528.0K
25,515
+236%
建仓
SPSB
SPDR SER TR
+$508.0K
16,879
建仓
PECO
PHILLIPS EDISON & CO INC
+$481.0K
13,987
建仓
BSV
VANGUARD BD INDEX FDS
+$480.0K
6,161
增持
MMM
3M CO
+$479.0K
4,990
+237%
清仓
NSC
NORFOLK SOUTHN CORP
-$458.0K
0
-100%
建仓
MBB
ISHARES TR
+$416.0K
4,086
增持
CCK
CROWN HLDGS INC
+$408.0K
9,743
+73%
建仓
ENB
ENBRIDGE INC
+$393.0K
8,520
清仓
AMT
AMERICAN TOWER CORP NEW
-$389.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$367.0K
1,183
+147%
建仓
IWV
ISHARES TR
+$365.0K
1,391
建仓
AGG
ISHARES TR
+$353.0K
3,300
建仓
SCHE
SCHWAB STRATEGIC TR
+$347.0K
12,499
增持
GOOG
ALPHABET INC
+$341.0K
484
+38%
建仓
JPST
J P MORGAN EXCHANGE-TRADED F
+$340.0K
6,773
建仓
MINT
PIMCO ETF TR
+$336.0K
3,352
增持
CVX
CHEVRON CORP NEW
+$331.0K
6,182
+3%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$324.0K
4,155
清仓
XAR
SPDR SER TR
-$309.0K
0
-100%
清仓
—
CANADIAN PAC RY LTD
-$288.0K
0
-100%
增持
COP
CONOCOPHILLIPS
+$275.0K
7,558
+14%
建仓
CVS
CVS HEALTH CORP
+$270.0K
2,668
增持
META
META PLATFORMS INC
-$264.0K
3,762
+14%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$262.0K
0
-100%
建仓
HPQ
HP INC
+$261.0K
7,178
清仓
HYG
ISHARES TR
-$261.0K
0
-100%
建仓
PAVE
GLOBAL X FDS
+$258.0K
9,112
建仓
DOW
DOW INC
+$245.0K
3,848
建仓
AMGN
AMGEN INC
+$245.0K
1,015
减持
CSX
CSX CORP
-$241.0K
10,979
-36%
建仓
NOW
SERVICENOW INC
+$239.0K
429
建仓
NOC
NORTHROP GRUMMAN CORP
+$239.0K
535
建仓
IJR
ISHARES TR
+$239.0K
2,213
建仓
PFFD
GLOBAL X FDS
+$238.0K
10,145
建仓
IAU
ISHARES GOLD TR
+$238.0K
6,454
建仓
MSMR
ETF SER SOLUTIONS
+$236.0K
10,415
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$235.0K
13,800
+94%
建仓
PFFV
GLOBAL X FDS
+$231.0K
8,856
建仓
BP
BP PLC
+$231.0K
7,842
建仓
EMR
EMERSON ELEC CO
+$231.0K
2,360
清仓
SQ
BLOCK INC
-$228.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$228.0K
4,349
+28%
建仓
PLD
PROLOGIS INC.
+$225.0K
1,391
建仓
ABT
ABBOTT LABS
+$220.0K
1,862
清仓
XLY
SELECT SECTOR SPDR TR
-$218.0K
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$218.0K
319
建仓
ED
CONSOLIDATED EDISON INC
+$215.0K
2,271
建仓
USB
US BANCORP DEL
+$215.0K
4,043
建仓
IVLU
ISHARES TR
+$213.0K
8,375
建仓
IJH
ISHARES TR
+$213.0K
793
清仓
ARKW
ARK ETF TR
-$213.0K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$208.0K
3,505
建仓
NGG
NATIONAL GRID PLC
+$203.0K
2,642
清仓
BLV
VANGUARD BD INDEX FDS
-$202.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$200.0K
344
+31%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$183.0K
30,786
+286%
增持
SHOP
SHOPIFY INC
-$180.0K
385
+23%
增持
FISV
FISERV INC
+$165.0K
9,978
+69%
建仓
DNP
DNP SELECT INCOME FD INC
+$162.0K
13,736
增持
DE
DEERE & CO
+$161.0K
1,551
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$153.0K
11,068
+54%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$138.0K
2,368
-45%
增持
CAT
CATERPILLAR INC
+$132.0K
2,800
+16%
增持
PG
PROCTER AND GAMBLE CO
+$128.0K
7,930
+43%
增持
WMT
WALMART INC
+$126.0K
5,771
+12%
减持
—
ARCH RESOURCES INC
+$124.0K
4,924
-18%
建仓
CXW
CORECIVIC INC
+$124.0K
11,139
增持
NYT
NEW YORK TIMES CO
+$116.0K
25,505
+107%
增持
SPYM
SPDR SER TR
+$115.0K
8,333
+33%
增持
MRK
MERCK & CO INC
+$113.0K
5,562
+25%
增持
SO
SOUTHERN CO
+$110.0K
10,147
+8%
增持
MO
ALTRIA GROUP INC
+$109.0K
10,770
+31%
建仓
GAB
GABELLI EQUITY TR INC
+$108.0K
15,544
增持
HD
HOME DEPOT INC
-$105.0K
4,063
+15%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$105.0K
486
-12%
减持
LMT
LOCKHEED MARTIN CORP
+$104.0K
1,650
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$88.0K
3,838
+28%
增持
QCOM
QUALCOMM INC
-$87.0K
3,737
+1%
减持
VGT
VANGUARD WORLD FDS
-$87.0K
700
-22%
增持
AEP
AMERICAN ELEC PWR CO INC
+$86.0K
3,388
+19%
增持
PEP
PEPSICO INC
+$84.0K
3,434
+16%
增持
CRM
SALESFORCE COM INC
+$79.0K
1,488
+67%
增持
BX
BLACKSTONE INC
+$79.0K
3,265
+25%
增持
INTC
INTEL CORP
+$76.0K
10,825
+22%
增持
LLY
LILLY ELI & CO
+$71.0K
1,222
+12%
