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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 4
增持 86
减持 19
清仓 41
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$20.7M
70,550
+1043%
减持
GLD
SPDR GOLD TR
-$17.8M
6,923
-94%
增持
XLC
SELECT SECTOR SPDR TR
+$10.2M
174,112
+193358%
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
VTI
VANGUARD INDEX FDS
+$10.0M
49,711
+8652%
减持
SHY
ISHARES TR
-$9.5M
7,616
-94%
减持
USDU
WISDOMTREE TR
-$9.1M
20,303
-95%
减持
BIL
SPDR SER TR
-$9.0M
3,199
-97%
减持
SGOV
ISHARES TR
-$8.9M
6,357
-93%
增持
XLK
SELECT SECTOR SPDR TR
+$7.5M
53,922
+1302%
增持
XLY
SELECT SECTOR SPDR TR
+$7.4M
51,717
+8044%
增持
IXUS
ISHARES TR
+$5.4M
89,264
+4625%
增持
ITOT
ISHARES TR
+$5.2M
58,824
+7838%
增持
AGG
ISHARES TR
+$4.3M
59,568
+261%
增持
AAPL
APPLE INC
+$2.4M
59,605
+7%
增持
TSLA
TESLA INC
+$2.3M
29,568
+11%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.9M
7,090
+2345%
增持
MUB
ISHARES TR
+$1.9M
23,479
+314%
增持
YUM
YUM BRANDS INC
+$1.8M
14,517
+2792%
增持
INCY
INCYTE CORP
+$1.8M
24,709
+494080%
增持
HUM
HUMANA INC
+$1.8M
3,565
+3027%
增持
MGC
VANGUARD WORLD FD
+$1.8M
16,385
+296%
增持
DOV
DOVER CORP
+$1.7M
12,118
+8556%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
8,351
+189%
清仓
CDW
CDW CORP
-$1.7M
0
-100%
增持
PCAR
PACCAR INC
+$1.7M
23,919
+16171%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$1.6M
7,097
+5080%
清仓
BALL
BALL CORP
-$1.6M
0
-100%
清仓
L
LOEWS CORP
-$1.6M
0
-100%
增持
IEX
IDEX CORP
+$1.6M
7,390
+15965%
增持
NDAQ
NASDAQ INC
+$1.6M
29,715
+27933%
清仓
BAX
BAXTER INTL INC
-$1.6M
0
-100%
清仓
CPRT
COPART INC
-$1.6M
0
-100%
增持
VMC
VULCAN MATLS CO
+$1.5M
9,792
+2086%
清仓
CME
CME GROUP INC
-$1.5M
0
-100%
清仓
PKG
PACKAGING CORP AMER
-$1.5M
0
-100%
减持
FISV
FISERV INC
-$1.4M
2,288
-86%
增持
ISTB
ISHARES TR
+$1.3M
28,202
+1657%
减持
GOOG
ALPHABET INC
-$1.2M
16,466
-50%
建仓
—
OVERSEAS SHIPHOLDING GROUP I
+$1.2M
303,205
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
2,843
-45%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
6,678
+30%
增持
FTNT
FORTINET INC
+$824.0K
13,276
+900%
增持
ZECP
ZACKS TRUST
+$822.3K
39,446
+696%
增持
CVX
CHEVRON CORP NEW
+$662.5K
15,682
+40%
增持
AMZN
AMAZON COM INC
+$657.8K
29,611
+12%
减持
IWF
ISHARES TR
-$643.9K
1,390
-69%
增持
MRK
MERCK & CO INC
+$643.0K
12,906
+76%
减持
HYG
ISHARES TR
-$582.0K
25,873
-22%
增持
HDV
ISHARES TR
+$561.5K
5,442
+24636%
增持
ABBV
ABBVIE INC
+$559.6K
10,476
+48%
增持
—
ASTRAZENECA PLC
+$554.0K
8,104
+1830%
增持
MO
ALTRIA GROUP INC
+$548.8K
34,858
+60%
增持
NUE
NUCOR CORP
+$548.4K
3,999
+1456%
增持
ULTA
ULTA BEAUTY INC
+$535.7K
1,092
+1155%
建仓
ICSH
ISHARES TR
+$531.2K
10,591
增持
DVN
DEVON ENERGY CORP NEW
+$503.2K
15,067
+216%
增持
MAR
MARRIOTT INTL INC NEW
+$500.2K
3,714
+445%
增持
LW
LAMB WESTON HLDGS INC
+$496.6K
4,790
+2606%
增持
GBIL
GOLDMAN SACHS ETF TR
+$487.2K
7,100
+219%
增持
DGRO
ISHARES TR
+$477.4K
10,218
+1323%
增持
IT
GARTNER INC
+$470.7K
2,476
+167%
清仓
ADSK
AUTODESK INC
-$458.4K
0
-100%
增持
CSCO
CISCO SYS INC
+$449.9K
25,352
+45%
建仓
OZ
BELPOINTE PREP LLC
+$424.7K
4,558
增持
AVGO
BROADCOM INC
+$417.4K
1,433
+71%
增持
APRW
AIM ETF PRODUCTS TRUST
+$417.3K
15,531
+15431%
增持
TXN
TEXAS INSTRS INC
+$416.3K
3,788
+156%
增持
—
EXXON MOBIL CORP
+$402.4K
64,143
+2%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$395.6K
0
-100%
减持
NFLX
NETFLIX INC
-$391.3K
814
-60%
减持
ABT
ABBOTT LABS
-$387.8K
19,133
-8%
增持
LOW
LOWES COS INC
+$383.5K
3,203
+152%
增持
DOW
DOW INC
+$381.3K
13,948
+98%
清仓
SDY
SPDR SER TR
-$378.9K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$373.3K
0
-100%
增持
GOOGL
ALPHABET INC
+$369.8K
8,637
+39%
增持
META
META PLATFORMS INC
+$368.4K
2,921
+50%
减持
SPY
SPDR S&P 500 ETF TR
-$365.3K
15,255
-10%
清仓
WEC
WEC ENERGY GROUP INC
-$359.1K
0
-100%
清仓
CI
CIGNA CORP NEW
-$350.9K
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$349.7K
0
-100%
增持
HD
HOME DEPOT INC
+$347.2K
6,376
+35%
增持
PG
PROCTER AND GAMBLE CO
+$344.4K
11,913
+24%
增持
SPIB
SPDR SER TR
+$342.9K
38,199
+37%
增持
AMGN
AMGEN INC
+$339.8K
2,663
+122%
清仓
ABNB
AIRBNB INC
-$338.9K
0
-100%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$334.9K
20,157
+125%
增持
PEP
PEPSICO INC
+$304.3K
7,370
+25%
增持
MPC
MARATHON PETE CORP
+$303.6K
3,310
+195%
清仓
VOO
VANGUARD INDEX FDS
-$303.2K
0
-100%
清仓
ILMN
ILLUMINA INC
-$299.6K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$298.7K
8,427
+62%
增持
—
ADVISORSHARES TR
+$292.4K
6,631
+4671%
清仓
QUS
SPDR SER TR
-$289.2K
0
-100%
增持
CF
CF INDS HLDGS INC
+$286.2K
5,016
+399%
减持
STIP
ISHARES TR
-$272.9K
4,009
-42%
减持
JNK
SPDR SER TR
-$264.2K
9,316
-23%
增持
VZ
VERIZON COMMUNICATIONS INC
+$262.7K
35,357
+31%
减持
CRM
SALESFORCE INC
-$260.2K
1,290
-63%
建仓
—
THE NECESSITY RETAIL REIT IN
+$259.9K
41,325
清仓
SCHF
SCHWAB STRATEGIC TR
-$258.0K
0
-100%
清仓
KEY
KEYCORP
-$257.2K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$252.0K
9,605
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$249.7K
39,803
+5%
清仓
SJNK
SPDR SER TR
-$247.6K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$242.1K
10,110
+45%
增持
PNC
PNC FINL SVCS GROUP INC
-$242.0K
6,921
+5%
清仓
TFC
TRUIST FINL CORP
-$235.9K
0
-100%
清仓
DVY
ISHARES TR
-$230.4K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$226.4K
9,321
-34%
增持
PFE
PFIZER INC
+$221.9K
31,393
+37%
增持
IEFA
ISHARES TR
+$221.1K
19,020
+16%
增持
—
AON PLC
+$208.3K
13,536
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$203.1K
9,517
+46%
增持
JNJ
JOHNSON & JOHNSON
+$202.4K
18,839
+14%
减持
VTV
VANGUARD INDEX FDS
-$200.7K
12,711
-8%
增持
O
REALTY INCOME CORP
+$198.3K
28,472
+15%
增持
MRSH
MARSH & MCLENNAN COS INC
+$196.5K
11,445
+13%
清仓
PPL
PPL CORP
-$195.0K
0
-100%
清仓
MGV
VANGUARD WORLD FD
-$194.1K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$191.3K
5,806
+128%
增持
WMT
WALMART INC
+$190.3K
8,706
+13%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$189.3K
7,309
+36%
清仓
MAIN
MAIN STR CAP CORP
-$188.5K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$187.9K
0
-100%
清仓
EBND
SPDR SER TR
-$185.6K
0
-100%
增持
ITA
ISHARES TR
+$184.6K
1,815
+710%
增持
IGIB
ISHARES TR
+$182.4K
14,169
+32%
清仓
OXY
OCCIDENTAL PETE CORP
-$181.9K
0
-100%
清仓
SPSB
SPDR SER TR
-$177.5K
0
-100%
清仓
—
CANADIAN PAC RY LTD
-$176.4K
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$176.4K
26,547
+69%
增持
NOW
SERVICENOW INC
+$175.3K
1,524
+6%
清仓
KMB
KIMBERLY-CLARK CORP
-$175.0K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$174.9K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$174.8K
0
-100%
增持
IJH
ISHARES TR
+$172.9K
5,332
+17%
增持
—
ARCH RESOURCES INC
+$172.8K
5,875
+37%
增持
MCD
MCDONALDS CORP
+$172.1K
4,252
+11%
清仓
BNY
BANK NEW YORK MELLON CORP
-$171.6K
0
-100%
清仓
MSMR
ETF SER SOLUTIONS
-$170.3K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$169.7K
4,881
+12%
清仓
MBB
ISHARES TR
-$169.0K
0
-100%
增持
RIO
RIO TINTO PLC
+$167.5K
5,245
+115%
增持
MDLZ
MONDELEZ INTL INC
+$163.8K
8,652
+30%
清仓
SYY
SYSCO CORP
-$160.1K
0
-100%
清仓
FITB
FIFTH THIRD BANCORP
-$159.7K
0
-100%
清仓
SPTI
SPDR SER TR
-$158.7K
0
-100%
增持
V
VISA INC
+$158.5K
5,800
+11%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$158.4K
0
-100%
