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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 22
增持 30
减持 56
清仓 42
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$28.0M
3,064
-96%
建仓
SGOV
ISHARES TR
+$18.5M
185,167
清仓
ITOT
ISHARES TR
-$7.2M
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
GLD
SPDR GOLD TR
+$4.6M
130,733
+41%
减持
TSLA
TESLA INC
-$3.5M
5,444
-21%
增持
IEF
ISHARES TR
+$2.2M
25,094
+664%
增持
AMZN
AMAZON COM INC
-$2.1M
29,047
+1567%
减持
AAPL
APPLE INC
-$1.8M
44,880
-5%
清仓
HSY
HERSHEY CO
-$1.8M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.7M
1,238
-79%
建仓
SPTI
SPDR SER TR
+$1.7M
56,576
建仓
UNP
UNION PAC CORP
+$1.6M
7,691
清仓
MRSH
MARSH & MCLENNAN COS INC
-$1.6M
0
-100%
建仓
L
LOEWS CORP
+$1.6M
27,651
建仓
JKHY
HENRY JACK & ASSOC INC
+$1.6M
8,727
建仓
BAX
BAXTER INTL INC
+$1.6M
24,630
建仓
FAST
FASTENAL CO
+$1.6M
31,326
增持
GILD
GILEAD SCIENCES INC
+$1.6M
28,607
+716%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.6M
2,065
-81%
建仓
YUM
YUM BRANDS INC
+$1.6M
13,320
增持
MDLZ
MONDELEZ INTL INC
+$1.6M
30,508
+448%
减持
ABBV
ABBVIE INC
-$1.5M
5,940
-61%
清仓
CHD
CHURCH & DWIGHT CO INC
-$1.5M
0
-100%
增持
ABT
ABBOTT LABS
+$1.5M
15,751
+746%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.5M
0
-100%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$1.5M
0
-100%
减持
KO
COCA COLA CO
-$1.4M
8,885
-72%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.4M
6,393
-76%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$1.4M
0
-100%
建仓
BALL
BALL CORP
+$1.4M
19,943
减持
MCD
MCDONALDS CORP
-$1.4M
3,121
-65%
增持
CSX
CSX CORP
+$1.3M
60,007
+447%
清仓
CCK
CROWN HLDGS INC
-$1.2M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.2M
16,663
-8%
清仓
NYT
NEW YORK TIMES CO
-$1.2M
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$1.1M
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$1.1M
0
-100%
清仓
SHV
ISHARES TR
-$1.1M
0
-100%
清仓
GM
GENERAL MTRS CO
-$1.0M
0
-100%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$1.0M
0
-100%
清仓
FISV
FISERV INC
-$1.0M
0
-100%
减持
BIL
SPDR SER TR
-$1.0M
2,988
-79%
清仓
—
HORIZON THERAPEUTICS PUB L
-$968.0K
0
-100%
建仓
—
ALKERMES PLC
+$809.0K
25,700
建仓
FIS
FIDELITY NATL INFORMATION SV
+$764.0K
8,143
建仓
AVTR
AVANTOR INC
+$745.0K
23,605
减持
NVDA
NVIDIA CORPORATION
-$731.0K
2,972
-32%
减持
MGC
VANGUARD WORLD FD
-$622.0K
12,087
-15%
清仓
NFLX
NETFLIX INC
-$611.0K
0
-100%
建仓
IWD
ISHARES TR
+$559.0K
3,788
减持
META
META PLATFORMS INC
-$558.0K
1,679
-55%
增持
VUG
VANGUARD INDEX FDS
+$509.0K
4,524
+139%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$501.0K
20,853
-32%
减持
GOOG
ALPHABET INC
-$490.0K
386
-20%
建仓
GSST
GOLDMAN SACHS ETF TR
+$470.0K
9,437
减持
SHY
ISHARES TR
-$427.0K
139,596
-3%
增持
ISRG
INTUITIVE SURGICAL INC
-$425.0K
4,665
+1%
减持
USDU
WISDOMTREE TR
+$423.0K
394,762
-3%
增持
FDVV
FIDELITY COVINGTON TRUST
+$390.0K
27,824
+86%
减持
GSLC
GOLDMAN SACHS ETF TR
-$377.0K
12,177
-18%
建仓
STIP
ISHARES TR
+$366.0K
3,616
减持
GOOGL
ALPHABET INC
-$355.0K
269
-22%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$353.0K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$340.0K
0
-100%
清仓
MINT
PIMCO ETF TR
-$336.0K
0
-100%
减持
SPTM
SPDR SER TR
-$312.0K
16,262
-17%
清仓
LOW
LOWES COS INC
-$310.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$301.0K
5,638
+138%
增持
SPY
SPDR S&P 500 ETF TR
-$297.0K
5,494
+2%
减持
JPM
JPMORGAN CHASE & CO
-$294.0K
12,014
-2%
清仓
VGT
VANGUARD WORLD FDS
-$292.0K
0
-100%
建仓
XT
ISHARES TR
+$286.0K
5,740
减持
SCHF
SCHWAB STRATEGIC TR
-$275.0K
20,348
-18%
清仓
BA
BOEING CO
-$272.0K
0
-100%
建仓
LQD
ISHARES TR
+$264.0K
2,387
建仓
GIS
GENERAL MLS INC
+$264.0K
3,497
清仓
HPQ
HP INC
-$261.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$260.0K
0
-100%
清仓
PAVE
GLOBAL X FDS
-$258.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$250.0K
0
-100%
建仓
FDX
FEDEX CORP
+$248.0K
1,074
增持
JNJ
JOHNSON & JOHNSON
+$244.0K
15,227
+9%
建仓
XLP
SELECT SECTOR SPDR TR
+$242.0K
3,338
清仓
NOW
SERVICENOW INC
-$239.0K
0
-100%
清仓
PFFD
GLOBAL X FDS
-$238.0K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$238.0K
0
-100%
清仓
MSMR
ETF SER SOLUTIONS
-$236.0K
0
-100%
清仓
PFFV
GLOBAL X FDS
-$231.0K
0
-100%
清仓
BP
BP PLC
-$231.0K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$231.0K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$228.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$221.0K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$218.0K
0
-100%
建仓
—
CANADIAN PAC RY LTD
+$215.0K
3,075
减持
DE
DEERE & CO
-$214.0K
1,434
-8%
清仓
IVLU
ISHARES TR
-$213.0K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$208.0K
0
-100%
清仓
MAIN
MAIN STR CAP CORP
-$206.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$204.0K
710
-35%
清仓
NGG
NATIONAL GRID PLC
-$203.0K
0
-100%
建仓
WEC
WEC ENERGY GROUP INC
+$202.0K
2,017
增持
VZ
VERIZON COMMUNICATIONS INC
+$190.0K
54,806
+8%
增持
APH
AMPHENOL CORP NEW
+$173.0K
24,863
+28%
减持
DIS
DISNEY WALT CO
-$172.0K
2,655
-15%
减持
—
EXXON MOBIL CORP
+$163.0K
55,261
-0%
减持
TMUS
T-MOBILE US INC
-$157.0K
6,965
-19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$155.0K
4,639
+21%
减持
BX
BLACKSTONE INC
-$154.0K
2,810
-14%
增持
IJH
ISHARES TR
+$143.0K
1,535
+94%
增持
WMT
WALMART INC
-$139.0K
5,830
+1%
减持
SPTS
SPDR SER TR
-$138.0K
20,995
-18%
增持
IVV
ISHARES TR
+$135.0K
882
+93%
减持
AMAT
APPLIED MATLS INC
-$132.0K
2,707
-6%
减持
AVGO
BROADCOM INC
-$130.0K
730
-6%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$129.0K
10,363
+14%
增持
INTC
INTEL CORP
-$127.0K
10,894
+1%
增持
XLK
SELECT SECTOR SPDR TR
-$127.0K
5,473
+3%
增持
PNC
PNC FINL SVCS GROUP INC
-$127.0K
6,190
+1%
减持
QCOM
QUALCOMM INC
-$123.0K
3,481
-7%
减持
MMM
3M CO
-$119.0K
4,820
-3%
减持
AGG
ISHARES TR
-$111.0K
2,383
-28%
减持
V
VISA INC
-$108.0K
3,762
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$106.0K
2,143
-8%
增持
WM
WASTE MGMT INC DEL
+$105.0K
12,014
+9%
增持
CAT
CATERPILLAR INC
-$105.0K
2,890
+3%
减持
MA
MASTERCARD INCORPORATED
-$103.0K
1,239
-11%
增持
MGK
VANGUARD WORLD FD
-$101.0K
2,393
+5%
减持
IVOL
KRANESHARES TR
-$98.0K
19,349
-17%
减持
SPSB
SPDR SER TR
-$97.0K
13,808
-18%
增持
CSCO
CISCO SYS INC
-$95.0K
11,540
+9%
减持
ROK
ROCKWELL AUTOMATION INC
-$95.0K
1,044
-4%
减持
HD
HOME DEPOT INC
-$90.0K
3,998
-2%
减持
MBB
ISHARES TR
-$85.0K
3,396
-17%
减持
BSV
VANGUARD BD INDEX FDS
-$85.0K
5,140
-17%
增持
MO
ALTRIA GROUP INC
-$83.0K
11,495
+7%
减持
NEE
NEXTERA ENERGY INC
-$81.0K
7,912
-4%
减持
CRM
SALESFORCE INC
-$81.0K
1,350
-9%
减持
SCHE
SCHWAB STRATEGIC TR
-$80.0K
10,515
-16%
减持
PG
PROCTER AND GAMBLE CO
-$79.0K
7,799
-2%
减持
HON
HONEYWELL INTL INC
-$77.0K
2,576
-5%
增持
CVX
CHEVRON CORP NEW
-$68.0K
6,519
+5%
减持
IVW
ISHARES TR
-$65.0K
4,542
-0%
增持
COP
CONOCOPHILLIPS
-$63.0K
7,800
+3%
减持
WELL
WELLTOWER INC
-$62.0K
3,727
-3%
减持
—
ARCH RESOURCES INC
-$58.0K
4,371
-11%
减持
—
MEDTRONIC PLC
-$57.0K
2,390
-2%
减持
MRK
MERCK & CO INC
+$50.0K
5,490
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$49.0K
5,023
-5%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$48.0K
3,615
-13%
