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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 61
增持 36
减持 50
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
SGOV
ISHARES TR
+$9.5M
94,959
减持
USDU
WISDOMTREE TR
-$7.3M
372,727
-15%
减持
TSLA
TESLA INC
-$6.7M
26,614
-20%
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
BIL
SPDR SER TR
+$6.1M
101,974
+245%
减持
SHY
ISHARES TR
-$5.3M
124,587
-28%
减持
ABBV
ABBVIE INC
-$3.2M
7,079
-76%
减持
KO
COCA COLA CO
-$3.0M
10,679
-83%
减持
GILD
GILEAD SCIENCES INC
-$2.7M
5,378
-89%
减持
HON
HONEYWELL INTL INC
-$2.6M
2,730
-85%
建仓
HYG
ISHARES TR
+$2.5M
33,239
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
16,933
+94%
减持
SHV
ISHARES TR
-$2.4M
1,340
-93%
建仓
VTEB
VANGUARD MUN BD FDS
+$2.0M
40,703
建仓
—
CHUBB LIMITED
+$1.8M
8,177
建仓
CDW
CDW CORP
+$1.7M
9,101
减持
APH
AMPHENOL CORP NEW
-$1.6M
21,360
-55%
建仓
BND
VANGUARD BD INDEX FDS
+$1.6M
21,700
增持
UNH
UNITEDHEALTH GROUP INC
+$1.6M
5,125
+195%
建仓
CPRT
COPART INC
+$1.6M
25,170
清仓
OZ
BELPOINTE PREP LLC
-$1.4M
0
-100%
建仓
SCHX
SCHWAB STRATEGIC TR
+$1.4M
29,482
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.4M
38,080
-49%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
29,946
增持
AMZN
AMAZON COM INC
+$1.2M
26,330
+165%
减持
L
LOEWS CORP
-$1.2M
27,524
-48%
减持
UNP
UNION PAC CORP
-$1.2M
7,483
-47%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
16,518
-33%
减持
GSLC
GOLDMAN SACHS ETF TR
-$1.2M
4,505
-74%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.2M
10,140
-46%
减持
CME
CME GROUP INC
-$1.1M
8,611
-44%
减持
FISV
FISERV INC
-$1.1M
16,169
-43%
建仓
JNK
SPDR SER TR
+$1.1M
12,064
减持
MGC
VANGUARD WORLD FD
-$1.1M
4,141
-62%
减持
O
REALTY INCOME CORP
-$1.1M
24,719
-46%
建仓
IEFA
ISHARES TR
+$1.1M
16,408
减持
PKG
PACKAGING CORP AMER
-$980.2K
11,473
-47%
减持
QUS
SPDR SER TR
-$970.8K
2,568
-74%
减持
FDVV
FIDELITY COVINGTON TRUST
-$963.1K
29,902
-45%
增持
—
AON PLC
-$955.5K
13,414
+0%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$941.0K
0
-100%
增持
V
VISA INC
+$905.7K
5,223
+287%
减持
BAX
BAXTER INTL INC
-$897.1K
34,892
-23%
减持
MSFT
MICROSOFT CORP
-$812.9K
20,407
-6%
增持
MA
MASTERCARD INCORPORATED
+$791.3K
3,130
+147%
减持
MINT
PIMCO ETF TR
-$779.8K
679
-92%
增持
—
EXXON MOBIL CORP
+$776.4K
63,080
+5%
增持
IWF
ISHARES TR
+$773.7K
4,511
+365%
减持
SCHF
SCHWAB STRATEGIC TR
-$759.0K
7,660
-74%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$758.3K
3,217
-2%
增持
PNC
PNC FINL SVCS GROUP INC
-$743.4K
6,594
+0%
减持
CSX
CSX CORP
-$734.4K
61,931
-34%
减持
BSV
VANGUARD BD INDEX FDS
-$722.3K
4,928
-59%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$718.0K
2,120
建仓
HYD
VANECK ETF TRUST
+$715.8K
13,800
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$694.6K
3,156
-78%
减持
USFR
WISDOMTREE TR
-$694.0K
1,531
-89%
减持
ABT
ABBOTT LABS
-$684.1K
20,833
-29%
建仓
SCHO
SCHWAB STRATEGIC TR
+$680.3K
14,035
建仓
NFLX
NETFLIX INC
+$667.2K
2,037
增持
QQQ
INVESCO QQQ TR
+$618.7K
6,175
+56%
减持
SPTS
SPDR SER TR
-$613.6K
14,963
-47%
建仓
MUB
ISHARES TR
+$607.2K
5,678
减持
MGV
VANGUARD WORLD FD
-$574.9K
1,860
-72%
增持
VTV
VANGUARD INDEX FDS
+$552.5K
13,789
+57%
增持
COP
CONOCOPHILLIPS
+$545.6K
10,608
+76%
建仓
IGIB
ISHARES TR
+$544.6K
10,755
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$544.0K
3,560
建仓
—
ACCENTURE PLC IRELAND
+$500.1K
1,819
减持
TMUS
T-MOBILE US INC
-$495.4K
854
-82%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$492.9K
2,889
+87%
减持
GLD
SPDR GOLD TR
+$487.5K
109,366
-4%
增持
NEE
NEXTERA ENERGY INC
+$475.9K
8,114
+191%
建仓
VTIP
VANGUARD MALVERN FDS
+$463.5K
9,905
减持
IWD
ISHARES TR
-$462.2K
4,251
-1%
增持
STIP
ISHARES TR
+$461.4K
6,899
+218%
建仓
ADSK
AUTODESK INC
+$458.4K
2,370
减持
SPSB
SPDR SER TR
-$453.5K
6,012
-67%
增持
AGG
ISHARES TR
+$446.2K
16,480
+33%
增持
CAT
CATERPILLAR INC
+$444.6K
3,611
+41%
增持
CVX
CHEVRON CORP NEW
+$444.6K
11,228
+17%
增持
ISRG
INTUITIVE SURGICAL INC
-$443.1K
4,713
+3%
增持
DE
DEERE & CO
+$438.7K
1,520
+139%
增持
MO
ALTRIA GROUP INC
+$436.4K
21,796
+89%
建仓
HYLB
DBX ETF TR
+$428.3K
12,343
增持
MMM
3M CO
+$424.3K
6,090
+95%
减持
IVOL
KRANESHARES TR
-$414.4K
4,811
-75%
增持
GOOG
ALPHABET INC
+$411.3K
33,072
+31%
增持
SPIB
SPDR SER TR
+$409.9K
27,839
+77%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$395.6K
697
建仓
VWOB
VANGUARD WHITEHALL FDS
+$388.2K
6,258
建仓
NKE
NIKE INC
+$379.2K
3,014
建仓
SDY
SPDR SER TR
+$378.9K
2,961
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$367.2K
4,837
减持
PECO
PHILLIPS EDISON & CO INC
-$366.2K
8,376
-29%
减持
ESGU
ISHARES TR
-$361.6K
617
-88%
建仓
BX
BLACKSTONE INC
+$360.1K
4,472
建仓
AEP
AMERICAN ELEC PWR CO INC
+$357.0K
3,670
减持
SPYM
SPDR SER TR
-$356.6K
7,482
-54%
建仓
VBR
VANGUARD INDEX FDS
+$353.8K
2,154
建仓
ACWV
ISHARES INC
+$352.5K
3,652
增持
WMT
WALMART INC
+$349.1K
7,732
+31%
增持
NVDA
NVIDIA CORPORATION
+$342.8K
5,147
+31%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$341.4K
8,227
建仓
ABNB
AIRBNB INC
+$338.9K
3,828
建仓
MGK
VANGUARD WORLD FD
+$335.5K
1,908
建仓
SCHG
SCHWAB STRATEGIC TR
+$333.7K
5,925
减持
BALL
BALL CORP
-$326.7K
28,995
-27%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$321.7K
2,198
增持
DUK
DUKE ENERGY CORP NEW
+$319.0K
5,444
+91%
建仓
IT
GARTNER INC
+$308.4K
929
建仓
ZTS
ZOETIS INC
+$307.3K
1,991
建仓
VOO
VANGUARD INDEX FDS
+$303.2K
845
建仓
IEMG
ISHARES INC
+$301.1K
6,031
建仓
DNP
DNP SELECT INCOME FD INC
+$300.1K
26,187
建仓
ILMN
ILLUMINA INC
+$299.6K
1,541
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$295.7K
5,284
建仓
SCHA
SCHWAB STRATEGIC TR
+$295.1K
7,025
建仓
USMV
ISHARES TR
+$294.1K
4,020
建仓
SCHV
SCHWAB STRATEGIC TR
+$294.0K
4,335
增持
NOW
SERVICENOW INC
+$292.0K
1,431
+95%
建仓
INTC
INTEL CORP
+$283.0K
9,612
减持
TIP
ISHARES TR
-$281.9K
577
-82%
建仓
BA
BOEING CO
+$280.5K
1,357
增持
CSCO
CISCO SYS INC
+$279.4K
17,444
+26%
清仓
SBCF
SEACOAST BKG CORP FLA
-$275.0K
0
-100%
增持
IJH
ISHARES TR
+$273.8K
4,563
+19%
增持
JPM
JPMORGAN CHASE & CO
+$273.1K
21,544
+23%
建仓
SPAB
SPDR SER TR
+$269.5K
10,514
建仓
F
FORD MTR CO DEL
+$266.7K
20,770
减持
LQD
ISHARES TR
-$265.4K
3,070
-18%
减持
GSST
GOLDMAN SACHS ETF TR
-$263.8K
104
-98%
建仓
TXN
TEXAS INSTRS INC
+$263.4K
1,477
建仓
ROK
ROCKWELL AUTOMATION INC
+$262.4K
966
增持
ENB
ENBRIDGE INC
-$261.3K
9,070
+1%
减持
CI
CIGNA CORP NEW
-$259.1K
1,155
-45%
建仓
VBK
VANGUARD INDEX FDS
+$254.4K
1,223
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$252.5K
8,969
建仓
GIS
GENERAL MLS INC
+$252.4K
3,003
建仓
EMLC
VANECK ETF TRUST
+$249.6K
10,027
建仓
SJNK
SPDR SER TR
+$247.6K
9,991
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$238.1K
5,650
+18%
增持
SO
SOUTHERN CO
+$237.5K
11,327
+45%
减持
XT
ISHARES TR
-$234.3K
5,740
-0%
建仓
DVY
ISHARES TR
+$230.4K
1,856
增持
MRK
MERCK & CO INC
+$230.4K
7,313
+18%
减持
PAVE
GLOBAL X FDS
-$227.6K
2,867
-74%
建仓
ORCL
ORACLE CORP
+$225.6K
2,608
建仓
IDEV
ISHARES TR
+$224.7K
3,852
减持
AMD
ADVANCED MICRO DEVICES INC
-$222.6K
4,355
-26%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$222.0K
2,226
