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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 58
增持 49
减持 15
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
SGOV
ISHARES TR
-$18.5M
0
-100%
增持
TSLA
TESLA INC
+$5.9M
33,213
+510%
增持
USDU
WISDOMTREE TR
+$5.8M
439,207
+11%
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
—
AON PLC
+$5.1M
13,388
增持
SHY
ISHARES TR
+$3.9M
173,487
+24%
增持
ABBV
ABBVIE INC
+$3.4M
29,844
+402%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$3.1M
74,970
增持
KO
COCA COLA CO
+$3.1M
64,060
+621%
增持
BIL
SPDR SER TR
+$3.0M
29,562
+889%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$2.9M
18,695
增持
HON
HONEYWELL INTL INC
+$2.8M
18,264
+609%
建仓
FISV
FISERV INC
+$2.8M
28,391
建仓
CME
CME GROUP INC
+$2.7M
15,415
减持
GLD
SPDR GOLD TR
-$2.7M
113,965
-13%
建仓
O
REALTY INCOME CORP
+$2.6M
46,109
建仓
SHV
ISHARES TR
+$2.6M
19,546
清仓
IEF
ISHARES TR
-$2.6M
0
-100%
建仓
PKG
PACKAGING CORP AMER
+$2.5M
21,704
减持
AMZN
AMAZON COM INC
-$2.1M
9,939
-66%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
8,742
+59%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.7M
24,552
-55%
增持
GOOG
ALPHABET INC
+$1.7M
25,153
+6416%
增持
APH
AMPHENOL CORP NEW
+$1.7M
47,623
+92%
减持
MDLZ
MONDELEZ INTL INC
-$1.6M
4,492
-85%
减持
WM
WASTE MGMT INC DEL
-$1.6M
1,291
-89%
清仓
JKHY
HENRY JACK & ASSOC INC
-$1.6M
0
-100%
清仓
FAST
FASTENAL CO
-$1.6M
0
-100%
清仓
YUM
YUM BRANDS INC
-$1.6M
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$1.5M
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$1.5M
0
-100%
增持
—
EXXON MOBIL CORP
+$1.4M
60,221
+9%
建仓
VTV
VANGUARD INDEX FDS
+$1.4M
8,808
增持
GILD
GILEAD SCIENCES INC
+$1.4M
48,225
+69%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
24,774
+63%
减持
SPTI
SPDR SER TR
-$1.4M
9,335
-84%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
17,507
+46%
增持
ABT
ABBOTT LABS
+$1.3M
29,522
+87%
清仓
VRSN
VERISIGN INC
-$1.3M
0
-100%
建仓
QUS
SPDR SER TR
+$1.3M
9,853
增持
L
LOEWS CORP
+$1.2M
53,045
+92%
增持
UNP
UNION PAC CORP
+$1.2M
14,090
+83%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.1M
54,306
+95%
增持
MSFT
MICROSOFT CORP
+$1.1M
21,634
+30%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
8,332
+84%
增持
CSX
CSX CORP
+$988.0K
93,821
+56%
增持
AGG
ISHARES TR
+$943.0K
12,425
+421%
增持
BAX
BAXTER INTL INC
+$888.0K
45,393
+84%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$853.0K
14,205
建仓
MINT
PIMCO ETF TR
+$847.0K
8,623
增持
PNC
PNC FINL SVCS GROUP INC
+$828.0K
6,567
+6%
清仓
—
ALKERMES PLC
-$809.0K
0
-100%
减持
AAPL
APPLE INC
+$801.0K
43,212
-4%
清仓
SPTM
SPDR SER TR
-$779.0K
0
-100%
建仓
USFR
WISDOMTREE TR
+$771.0K
14,098
建仓
MGV
VANGUARD WORLD FD
+$769.0K
6,719
清仓
FIS
FIDELITY NATL INFORMATION SV
-$764.0K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
+$749.0K
4,558
-2%
清仓
AVTR
AVANTOR INC
-$745.0K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$701.0K
11,970
+133%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$654.0K
3,299
+4%
增持
GSLC
GOLDMAN SACHS ETF TR
+$612.0K
17,440
+43%
增持
OZ
BELPOINTE PREP LLC
+$612.0K
8,551
+10%
建仓
CI
CIGNA CORP NEW
+$610.0K
2,105
增持
CVX
CHEVRON CORP NEW
+$593.0K
9,594
+47%
增持
IWD
ISHARES TR
+$566.0K
4,313
+14%
建仓
XLE
SELECT SECTOR SPDR TR
+$552.0K
6,810
增持
BALL
BALL CORP
+$550.0K
39,637
+99%
增持
LLY
LILLY ELI & CO
+$531.0K
2,750
+136%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$519.0K
5,890
增持
IJH
ISHARES TR
+$513.0K
3,819
+149%
增持
PEP
PEPSICO INC
+$508.0K
5,282
+55%
减持
V
VISA INC
-$497.0K
1,348
-64%
建仓
SPIB
SPDR SER TR
+$489.0K
15,709
清仓
MGK
VANGUARD WORLD FD
-$437.0K
0
-100%
增持
SPTS
SPDR SER TR
+$430.0K
28,153
+34%
清仓
INTC
INTEL CORP
-$410.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$405.0K
2,786
-65%
建仓
TGT
TARGET CORP
+$389.0K
2,615
增持
SCHF
SCHWAB STRATEGIC TR
+$379.0K
29,398
+44%
建仓
BP
BP PLC
+$375.0K
8,942
建仓
DVN
DEVON ENERGY CORP NEW
+$374.0K
5,407
建仓
—
LYONDELLBASELL INDUSTRIES N
+$349.0K
4,411
建仓
TIP
ISHARES TR
+$344.0K
3,248
建仓
C
CITIGROUP INC
+$341.0K
5,704
增持
LQD
ISHARES TR
+$335.0K
3,734
+56%
建仓
VB
VANGUARD INDEX FDS
+$329.0K
1,842
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$327.0K
444
减持
TMUS
T-MOBILE US INC
-$326.0K
4,686
-33%
建仓
REGN
REGENERON PHARMACEUTICALS
+$325.0K
441
建仓
FLOT
ISHARES TR
+$324.0K
6,520
建仓
OXY
OCCIDENTAL PETE CORP
+$318.0K
3,775
建仓
HSY
HERSHEY CO
+$309.0K
1,381
清仓
WELL
WELLTOWER INC
-$307.0K
0
-100%
建仓
PAVE
GLOBAL X FDS
+$307.0K
11,065
清仓
AEP
AMERICAN ELEC PWR CO INC
-$304.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$303.0K
1,739
+48%
增持
SPYM
SPDR SER TR
+$303.0K
16,186
+87%
建仓
EMR
EMERSON ELEC CO
+$299.0K
3,810
建仓
UNM
UNUM GROUP
+$288.0K
6,763
建仓
KMI
KINDER MORGAN INC DEL
+$286.0K
14,397
建仓
RWM
PROSHARES TR
+$284.0K
5,730
减持
DUK
DUKE ENERGY CORP NEW
-$283.0K
2,857
-43%
建仓
PFFV
GLOBAL X FDS
+$282.0K
10,849
增持
HD
HOME DEPOT INC
+$275.0K
4,968
+24%
建仓
SBCF
SEACOAST BKG CORP FLA
+$275.0K
9,087
建仓
LOW
LOWES COS INC
+$273.0K
1,408
减持
MMM
3M CO
-$268.0K
3,123
-35%
建仓
KEY
KEYCORP
+$267.0K
15,783
增持
ENB
ENBRIDGE INC
+$267.0K
8,980
+3%
建仓
VLO
VALERO ENERGY CORP
+$266.0K
2,280
清仓
GIS
GENERAL MLS INC
-$264.0K
0
-100%
清仓
BX
BLACKSTONE INC
-$260.0K
0
-100%
建仓
FNB
F N B CORP
+$256.0K
15,091
清仓
D
DOMINION ENERGY INC
-$256.0K
0
-100%
增持
IWV
ISHARES TR
+$254.0K
2,876
+81%
建仓
NOW
SERVICENOW INC
+$253.0K
732
清仓
FDX
FEDEX CORP
-$248.0K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$247.0K
0
-100%
建仓
PFFD
GLOBAL X FDS
+$247.0K
11,664
建仓
WPC
WP CAREY INC
+$246.0K
3,460
建仓
MAIN
MAIN STR CAP CORP
+$244.0K
7,218
清仓
XLP
SELECT SECTOR SPDR TR
-$242.0K
0
-100%
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$236.0K
21,518
建仓
EMN
EASTMAN CHEM CO
+$234.0K
3,196
增持
XT
ISHARES TR
+$233.0K
5,744
+0%
建仓
SNPS
SYNOPSYS INC
+$233.0K
792
增持
IJR
ISHARES TR
+$233.0K
5,405
+94%
建仓
IVLU
ISHARES TR
+$231.0K
9,926
建仓
IGSB
ISHARES TR
+$230.0K
3,005
建仓
NANR
SPDR INDEX SHS FDS
+$229.0K
3,460
建仓
TFC
TRUIST FINL CORP
+$227.0K
5,169
增持
WEC
WEC ENERGY GROUP INC
+$227.0K
4,990
+147%
建仓
SCHR
SCHWAB STRATEGIC TR
+$225.0K
4,986
建仓
PAYX
PAYCHEX INC
+$223.0K
1,999
建仓
MSMR
ETF SER SOLUTIONS
+$220.0K
6,195
增持
SPSB
SPDR SER TR
+$220.0K
18,042
+31%
清仓
PPL
PPL CORP
-$218.0K
0
-100%
增持
PFE
PFIZER INC
+$217.0K
18,371
+21%
清仓
BCE
BCE INC
-$215.0K
0
-100%
建仓
—
NEW YORK CMNTY BANCORP INC
+$215.0K
18,417
清仓
—
CANADIAN PAC RY LTD
-$215.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$213.0K
2,083
-40%
增持
IVV
ISHARES TR
+$211.0K
1,506
+71%
清仓
ED
CONSOLIDATED EDISON INC
-$209.0K
0
-100%
建仓
IWF
ISHARES TR
+$208.0K
970
清仓
ROK
ROCKWELL AUTOMATION INC
-$208.0K
0
-100%
建仓
VNQ
VANGUARD INDEX FDS
+$207.0K
2,598
清仓
PLD
PROLOGIS INC.
-$206.0K
0
-100%
减持
DE
DEERE & CO
-$204.0K
636
-56%
增持
PG
PROCTER AND GAMBLE CO
+$203.0K
8,925
+14%
