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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 46
增持 53
减持 29
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$7.8M
10,329
-79%
增持
AAPL
APPLE INC
+$5.9M
81,614
+37%
减持
IXUS
ISHARES TR
-$4.6M
15,154
-83%
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
TSLA
TESLA INC
+$4.0M
33,477
+13%
增持
ZECP
ZACKS TRUST
+$3.4M
172,941
+338%
减持
AGG
ISHARES TR
-$2.9M
30,891
-48%
增持
MCD
MCDONALDS CORP
+$2.8M
13,666
+221%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$2.7M
47,686
增持
PEP
PEPSICO INC
+$2.6M
21,227
+188%
建仓
TJX
TJX COS INC NEW
+$2.4M
28,360
建仓
TRV
TRAVELERS COMPANIES INC
+$2.1M
12,611
增持
MRK
MERCK & CO INC
+$2.1M
32,908
+155%
清仓
INCY
INCYTE CORP
-$1.8M
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$1.8M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$1.8M
7,396
+126%
减持
QQQ
INVESCO QQQ TR
+$1.8M
63,888
-9%
减持
MGC
VANGUARD WORLD FD
-$1.7M
4,234
-74%
清仓
PCAR
PACCAR INC
-$1.7M
0
-100%
增持
V
VISA INC
+$1.6M
12,181
+110%
减持
JNJ
JOHNSON & JOHNSON
-$1.5M
9,675
-49%
减持
ABT
ABBOTT LABS
-$1.5M
4,183
-78%
增持
AMZN
AMAZON COM INC
+$1.5M
33,595
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
11,791
+41%
减持
VMC
VULCAN MATLS CO
-$1.4M
1,213
-88%
减持
MUB
ISHARES TR
-$1.3M
11,731
-50%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
6,860
+3%
减持
O
REALTY INCOME CORP
-$1.2M
9,360
-67%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
11,350
-26%
减持
—
EXXON MOBIL CORP
-$1.1M
61,810
-4%
减持
XLK
SELECT SECTOR SPDR TR
+$1.1M
51,848
-4%
增持
MSFT
MICROSOFT CORP
+$1.1M
16,629
+3%
减持
ISTB
ISHARES TR
-$1.1M
5,368
-81%
建仓
—
ROYAL CARIBBEAN GROUP
+$1.1M
10,976
建仓
UJAN
INNOVATOR ETFS TR
+$977.4K
29,727
减持
CSX
CSX CORP
-$965.6K
31,387
-53%
增持
IEFA
ISHARES TR
+$924.3K
31,902
+68%
增持
MRSH
MARSH & MCLENNAN COS INC
+$869.6K
14,963
+31%
增持
YUM
YUM BRANDS INC
+$869.3K
20,452
+41%
增持
UNP
UNION PAC CORP
+$853.7K
12,120
+41%
增持
MSI
MOTOROLA SOLUTIONS INC
+$812.4K
9,700
+37%
减持
GLD
SPDR GOLD TR
-$800.1K
2,653
-62%
增持
BSX
BOSTON SCIENTIFIC CORP
+$781.2K
52,516
+32%
增持
JPM
JPMORGAN CHASE & CO
+$755.5K
24,577
+7%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$721.0K
15,708
增持
DOV
DOVER CORP
+$690.9K
16,427
+36%
增持
IJH
ISHARES TR
+$652.1K
7,374
+38%
清仓
SGOV
ISHARES TR
-$637.8K
0
-100%
清仓
SHY
ISHARES TR
-$624.9K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$608.0K
1,473
清仓
OCTW
AIM ETF PRODUCTS TRUST
-$587.5K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
+$584.9K
46,383
-10%
增持
GOOGL
ALPHABET INC
+$583.1K
11,986
+39%
增持
NDAQ
NASDAQ INC
+$571.0K
43,211
+45%
清仓
HDV
ISHARES TR
-$563.8K
0
-100%
增持
META
META PLATFORMS INC
+$530.9K
3,748
+28%
清仓
USDU
WISDOMTREE TR
-$530.3K
0
-100%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$511.7K
8,136
减持
GBIL
GOLDMAN SACHS ETF TR
-$507.3K
2,022
-72%
减持
BND
VANGUARD BD INDEX FDS
-$494.4K
14,693
-30%
增持
ISRG
INTUITIVE SURGICAL INC
+$490.9K
4,895
+2%
增持
AVGO
BROADCOM INC
+$488.9K
1,562
+9%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$476.0K
9,929
增持
—
WILLIS TOWERS WATSON PLC LTD
+$475.5K
9,317
+31%
建仓
SUSA
ISHARES TR
+$473.2K
4,961
建仓
SCHD
SCHWAB STRATEGIC TR
+$463.0K
6,309
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$454.7K
4,938
增持
IEX
IDEX CORP
+$453.2K
9,900
+34%
清仓
OZ
BELPOINTE PREP LLC
-$424.7K
0
-100%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$417.2K
0
-100%
建仓
OC
OWENS CORNING NEW
+$416.4K
3,145
建仓
IP
INTERNATIONAL PAPER CO
+$398.5K
12,690
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$375.1K
10,929
增持
MO
ALTRIA GROUP INC
+$370.1K
42,235
+21%
增持
SCHE
SCHWAB STRATEGIC TR
+$368.8K
22,972
+162%
增持
HD
HOME DEPOT INC
+$365.4K
7,022
+10%
增持
—
CHUBB LIMITED
+$360.7K
11,125
+26%
清仓
LQD
ISHARES TR
-$356.0K
0
-100%
增持
LLY
LILLY ELI & CO
+$338.0K
2,606
+15%
建仓
STLD
STEEL DYNAMICS INC
+$325.8K
3,063
增持
CSCO
CISCO SYS INC
+$324.3K
32,258
+27%
增持
DOW
DOW INC
+$307.4K
20,513
+47%
减持
VUG
VANGUARD INDEX FDS
+$303.0K
9,254
-4%
清仓
—
ADVISORSHARES TR
-$298.6K
0
-100%
建仓
SHOP
SHOPIFY INC
+$291.7K
4,262
增持
HUM
HUMANA INC
+$282.4K
4,949
+39%
建仓
DHR
DANAHER CORPORATION
+$281.8K
1,172
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$274.8K
520
建仓
DECW
AIM ETF PRODUCTS TRUST
+$273.9K
10,097
建仓
APRT
AIM ETF PRODUCTS TRUST
+$270.5K
8,540
增持
BIL
SPDR SER TR
+$268.4K
6,126
+91%
减持
GOOG
ALPHABET INC
+$264.5K
16,118
-2%
建仓
SCHP
SCHWAB STRATEGIC TR
+$264.1K
5,057
增持
CAT
CATERPILLAR INC
+$263.2K
4,496
+9%
建仓
NWE
NORTHWESTERN CORP
+$261.1K
4,593
建仓
INTU
INTUIT
+$261.0K
540
清仓
FISV
FISERV INC
-$260.2K
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
+$259.9K
156,332
-10%
建仓
COWZ
PACER FDS TR
+$258.7K
5,318
建仓
FCX
FREEPORT-MCMORAN INC
+$253.3K
6,165
减持
ITOT
ISHARES TR
-$253.2K
50,918
-13%
建仓
SCHW
SCHWAB CHARLES CORP
+$250.9K
4,288
增持
SPIB
SPDR SER TR
+$248.9K
46,428
+22%
清仓
FE
FIRSTENERGY CORP
-$246.7K
0
-100%
建仓
SPYG
SPDR SER TR
+$246.5K
4,003
清仓
PFFA
ETFIS SER TR I
-$242.8K
0
-100%
建仓
FITB
FIFTH THIRD BANCORP
+$242.8K
8,995
减持
VTV
VANGUARD INDEX FDS
-$242.7K
10,706
-16%
增持
RIO
RIO TINTO PLC
+$241.7K
8,669
+65%
建仓
UFEB
INNOVATOR ETFS TR
+$238.7K
8,518
建仓
KSS
KOHLS CORP
+$238.4K
9,636
清仓
SBUX
STARBUCKS CORP
-$235.1K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$233.2K
2,115
建仓
MANH
MANHATTAN ASSOCIATES INC
+$231.7K
1,154
建仓
HUBB
HUBBELL INC
+$231.3K
701
清仓
REGN
REGENERON PHARMACEUTICALS
-$229.8K
0
-100%
建仓
KOCT
INNOVATOR ETFS TR
+$229.1K
8,310
增持
NOW
SERVICENOW INC
+$228.6K
1,635
+7%
建仓
CTRA
COTERRA ENERGY INC
+$228.0K
8,952
减持
CVS
CVS HEALTH CORP
-$226.2K
2,996
-48%
建仓
TMUS
T-MOBILE US INC
+$225.0K
1,610
建仓
SYK
STRYKER CORPORATION
+$222.6K
738
建仓
VRIG
INVESCO ACTIVELY MANAGED ETF
+$222.0K
8,888
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$220.2K
0
-100%
增持
IGIB
ISHARES TR
+$218.4K
18,729
+32%
建仓
PNW
PINNACLE WEST CAP CORP
+$218.2K
2,623
减持
SCHX
SCHWAB STRATEGIC TR
-$213.4K
21,154
-24%
清仓
ITA
ISHARES TR
-$209.7K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$209.6K
3,051
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$208.6K
2,054
增持
WFG
WEST FRASER TIMBER CO LTD
+$208.4K
4,909
+62%
清仓
CE
CELANESE CORP DEL
-$207.3K
0
-100%
建仓
DTM
DT MIDSTREAM INC
+$204.5K
3,958
清仓
VNQ
VANGUARD INDEX FDS
-$202.0K
0
-100%
建仓
AVA
AVISTA CORP
+$201.4K
5,211
增持
T
AT&T INC
-$201.3K
42,514
+2%
减持
—
AON PLC
+$196.6K
13,454
-1%
增持
PG
PROCTER AND GAMBLE CO
+$192.7K
13,271
+11%
增持
BAC
BANK AMERICA CORP
+$190.7K
28,393
+24%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$176.7K
12,441
增持
NKE
NIKE INC
+$174.6K
5,323
+62%
增持
—
OVERSEAS SHIPHOLDING GROUP I
+$170.4K
327,629
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
-$169.5K
35,916
+2%
增持
NFLX
NETFLIX INC
+$168.4K
1,005
+23%
增持
AMAT
APPLIED MATLS INC
+$167.1K
5,030
+6%
建仓
KEY
KEYCORP
+$163.2K
16,067
增持
ABBV
ABBVIE INC
-$161.5K
11,242
+7%
清仓
NWL
NEWELL BRANDS INC
-$158.9K
0
-100%
增持
COP
CONOCOPHILLIPS
+$155.9K
13,410
+11%
减持
IVV
ISHARES TR
-$155.9K
829
-36%
减持
DVN
DEVON ENERGY CORP NEW
-$151.1K
13,360
-11%
